HEAD OF THE LAKES UNITED WAY

DULUTH, MN, 55802 (218) 726-4770 Est. 1922 EIN 41-0857077
T70 - Federated Giving Programs 990 - Public charity return 501(c)(3)
www.hlunitedway.org

Mission

HEAD OF THE LAKES UNITED WAY'S (HLUW) MISSION IS TO UNITE CARING PEOPLE AND MOBILIZE RESOURCES TO EMPOWER INDIVIDUALS AND STRENGHTEN COMMUNITIES.

Giving Portfolio

Total Grants
260
Total Giving
$6.3M
Recipients
259
Years Active
2017 - 2024
Avg grant: $23,677 Median: $20,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202433$604K $18K131
202332$566K $18K032
202233$804K $24K627
202139$914K $23K039
202039$948K $24K039
201940$1.1M $29K139
201744$1.3M $29K440

Sectors Funded

Human Services
60
Youth Development
26
Health Care
23
Crime & Legal-Related
10
Employment
8
Civil Rights & Advocacy
7
Education
7
Mental Health & Crisis Intervention
7
and 5 more sectors

Top States

Minnesota
217
Wisconsin
43

Grantee Size Profile

$1M - $5M
92
$10M - $50M
44
$100K - $500K
32
$5M - $10M
22
$500K - $1M
15
Over $50M
7
Under $100K
3

Top Grantees

Page 1 of 3
MN - 5 grants
$364K
WELCH CENTER INC DBA VALLEY YOUTH CENTER
MN - 3 grants
$213K
$193K
MN - 3 grants
$181K
MN - 3 grants
$176K
$170K
MN - 5 grants
$160K

Grants Awarded · 231 grants

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Financials

Total Revenue
$1,527,230
Total Expenses
$1,600,559
Net Assets
$8,225,395
15 employees 505 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
5.1 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 3.3%
Expenses ↑ 2.5%
Revenue Sources
Contributions 96.2% Earned revenue 1.3% Investment 2.5%
Expense Breakdown
Program 57.4% Management 20.1% Fundraising 22.6%

Officers & Trustees (20)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$1,527,230 ↓$1,600,559$8,225,395
2023 990 - Public charity return
Jul 1, 2023 to Jun 30, 2024
$1,578,819 ↑$1,561,194$7,988,127
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$1,569,849 ↓$1,819,044$7,464,678
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$1,656,785 ↓$1,893,843$7,196,880
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$1,838,907 ↓$1,833,162$8,127,809
2019 990 - Public charity return
Jul 1, 2019 to Jun 30, 2020
$2,032,746 ↓$2,094,104$6,377,839
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$2,324,007 $2,380,965$6,085,469

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EIN: 41-0857077 · Source: IRS Form 990 e-file data