Head of the Lakes United Way

EIN: 410857077 501(c)(3) Philanthropy & Grantmaking

Duluth, MN

Total Revenue
$1,578,819
Total Expenses
$1,561,194
Total Assets
$8,546,818
Net Assets
$7,988,127
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1922
Legal Domicile
MN
Principal Officer
Sara Niemi
Phone
2187264770
Tax Period
2023-07-01 to 2024-06-30

Head of the Lakes United Way, founded in 1922, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Net assets of $8.0M represent 61 months of operating reserves.

Mission

Head of the Lakes United Way's mission is to unite caring people and mobilize resources to empower individuals and strenghten communities.

Program Service Accomplishments

Program 1
Expenses: $175,324 Revenue: $6,102

Programming and Initiatives: (1) The Volunteer Center is a "one stop shop" for volunteer opportunities. (2) Day of Caring is a bi-annual community-wide volunteer and supply drive event connecting...

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Programming and Initiatives: (1) The Volunteer Center is a "one stop shop" for volunteer opportunities. (2) Day of Caring is a bi-annual community-wide volunteer and supply drive event connecting community members to projects with nonprofit partners. (3) Twin Ports College Connect is a partnership with local colleges to help connect students with volunteer opportunities. (4) Stuff the Bus mobilizes the community to collect school supplies and coordinate with local partners to distribute the supplies where they are most needed. (5) Be on Board is a training program that provides individuals with the tools they need to serve on a nonprofit board. (6) 211 is a free information and referral resource available 24 hours a day on a variety of topics.

Program 2
Expenses: $83,230

Our Community Investment Process provides funding for nearly 70 community programs within the focus areas of health, education, and financial stability. This process is community-driven, reflecting...

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Our Community Investment Process provides funding for nearly 70 community programs within the focus areas of health, education, and financial stability. This process is community-driven, reflecting the collective input and priorities of the communities we serve. Every program is monitored, evaluated, and measured for effectiveness. In this way, HLUW validates that investments get results and make a difference where it matters most.

Program 3
Expenses: $651,630

AFL-CIO community services is a partnership with organized labor that supports working families and strengthens our communities. Through this partnership, we operate an Emergency Member Assistance...

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AFL-CIO community services is a partnership with organized labor that supports working families and strengthens our communities. Through this partnership, we operate an Emergency Member Assistance Program and Holiday Assistance Program. Community Services also plays a key role in organizing community events such as Construct Tomorrow, Workers Memorial Day, and the Labor Day picnic.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,126,270
Program Service Revenue $6,102
Investment Income $458,453
Other Revenue $-12,006
TOTAL REVENUE $1,578,819

Expense Breakdown

Grants Paid $607,227
Salaries & Benefits $709,840
Fundraising Expenses $335,414
Program Expenses $910,184
Other Expenses $244,127
TOTAL EXPENSES $1,561,194

Year-over-Year Comparison

2023 2022 Change
Revenue $1,578,819 $1,569,849 +0.0%
Expenses $1,561,194 $1,819,044 -0.1%
Net Income $17,625 $-249,195 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
13
Volunteers
176

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$181,696
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Janet Nelson Chair 1.00
Officer Director
$0 $0 $0
Amy Hallback Treasurer 1.00
Officer Director
$0 $0 $0
Beth McCuskey Vice Chair 1.00
Officer Director
$0 $0 $0
Tricia Hobbs Secretary 1.00
Officer Director
$0 $0 $0
Annie Lepper Director 1.00
Director
$0 $0 $0
Todd Gustafson Director 1.00
Director
$0 $0 $0
Shawn Carr Director 1.00
Director
$0 $0 $0
Jerrid Anderson Director 1.00
Director
$0 $0 $0
Jen Patterson Director 1.00
Director
$0 $0 $0
Amy Starzecki Director 1.00
Director
$0 $0 $0
Frances Wittenberg Director 1.00
Director
$0 $0 $0
Allison Hanig-Landrus Director 1.00
Director
$0 $0 $0
Matthew Hunter President 40.00
Officer
$98,551 $6,172 $104,723
Kim Ulmer Finance Director 40.00
Officer
$76,820 $153 $76,973
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,578,819 $1,561,194 $8,546,818 $17,625
2023 $1,569,849 $1,819,044 $8,182,381 $-249,195
2022 $1,656,785 $1,893,843 $8,000,348 $-237,058
2021 $1,838,907 $1,833,162 $9,050,785 $5,745
2020 $2,032,746 $2,094,104 $7,451,013 $-61,358
2019 $2,191,872 $2,344,527 $7,214,473 $-152,655
2018 $2,324,007 $2,380,965 $7,118,350 $-56,958
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