Nonprofit · EIN 41-0857077
HEAD OF THE LAKES UNITED WAY
Tax-exempt · DULUTH, MN 55802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,527,230 | $1,600,559 | -$73,329 | $8,784,558 | $559,163 | $8,225,395 |
| June 30, 2024 | 990 | $1,578,819 | $1,561,194 | $17,625 | $8,546,818 | $558,691 | $7,988,127 |
| June 30, 2023 | 990 | $1,569,849 | $1,819,044 | -$249,195 | $8,182,381 | $717,703 | $7,464,678 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,469,175
- of which government grants
- $8,471
- Program service revenue
- $19,634
- Investment income
- $38,398
- Net gain from sales of assets
- -$3,092
- Net income from fundraising events
- -$905
- Net income from gaming
- $928
- Other revenue
- $23
Expenses
- Grants and similar amounts paid
- $604,163
- Compensation of officers, directors and key employees
- $200,355
- Other salaries and wages
- $419,399
- Salaries, compensation and benefits (total)
- $777,866
- Professional fundraising fees
- $0
- Legal fees
- $5,348
- Accounting fees
- $29,150
- Occupancy
- $31,068
- Travel
- $9,738
- Depreciation
- $8,570
- Program services (functional)
- $918,054
- Management and general (functional)
- $321,127
- Fundraising (functional)
- $361,378
Balance sheet and other
- Total assets, start of year
- $8,546,818
- Total assets, end of year
- $8,784,558
- Total liabilities, end of year
- $559,163
- Net assets, end of year
- $8,225,395
- Land, buildings and equipment
- $9,726
- Net assets without donor restrictions
- $491,875
- Net assets with donor restrictions
- $7,733,520
- Gross receipts
- $1,541,090
- Employees
- 15
- Volunteers
- 505
- Year formed
- 1922
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY ULMER | FINANCE DIRECTOR Officer | 40 | $74,619 | $5,619 |
| SARA NIEMI | PRESIDENT Officer | 40 | $50,787 | $3,732 |
| JANET NELSON | CHAIR/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH MCCUSKEY | VICE CHAIR/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALLISON HANIG-LANDRUS | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AMY HALLBACK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TRICIA HOBBS | SECRETARY (END 12/2024) Trustee or director, Officer | 1 | $0 | $0 |
| FRANCES WITTENBERG | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TODD GUSTAFSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY STARZECKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHLOE HOLLAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JORDAN MERSHON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON BENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL EBERTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY HONKALA | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY NYGREN | DIRECTOR Trustee or director | 1 | $0 |
| CORY OUELLETE | DIRECTOR Trustee or director | 1 | $0 |
| SHAWN CARR | DIRECTOR (END 9/2024) Trustee or director | 1 | $0 |
| ANNIE LEPPER | DIRECTOR (END 12/2024) Trustee or director | 1 | $0 |
| JERRID ANDERSON | DIRECTOR (END 1/2025) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Matthew Hunter | President Officer | 40 | $98,551 | $6,172 |
| Kim Ulmer | Finance Director Officer | 40 | $76,820 | $153 |
| Janet Nelson | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Amy Hallback | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Beth McCuskey | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Tricia Hobbs | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Annie Lepper | Director Trustee or director | 1 | $0 | $0 |
| Todd Gustafson | Director Trustee or director | 1 | $0 | $0 |
| Shawn Carr | Director Trustee or director | 1 | $0 | $0 |
| Jerrid Anderson | Director Trustee or director | 1 | $0 | $0 |
| Jen Patterson | Director Trustee or director | 1 | $0 | $0 |
| Amy Starzecki | Director Trustee or director | 1 | $0 | $0 |
| Frances Wittenberg | Director Trustee or director | 1 | $0 | $0 |
| Allison Hanig-Landrus | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Matthew Hunter | President Officer | 40 | $92,032 | $7,275 |
| Nicholas Rhinehart | Finance Director (Outgoing) Officer | 40 | $55,288 | $9,488 |
| Kim Ulmer | Finance Director Officer | 40 | $0 | $0 |
| Steve Morris | Treasurer Trustee or director, Officer | 0 | $0 | $0 |
| Eric Siljendahl | Secretary Trustee or director, Officer | 0 | $0 | $0 |
| Janet Nelson | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Elizabeth McCuskey | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Louise Anderson | Immediate Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Kathryn Kock | At-large Exec Trustee or director | 0 | $0 | $0 |
| Tricia Hobbs | At-large Exec Trustee or director | 0 | $0 | $0 |
| Allison Hanig-Landrus | Director Trustee or director | 1 | $0 | $0 |
| Amy Hallback | Director Trustee or director | 1 | $0 | $0 |
| Amy Starzecki | Director Trustee or director | 1 | $0 | $0 |
| Annie Lepper | Director Trustee or director | 1 | $0 | $0 |
| Christine Carl | Director Trustee or director | 1 | $0 | $0 |
| Dustin Letica | Director Trustee or director | 1 | $0 | $0 |
| Frances Wittenberg | Director Trustee or director | 1 | $0 | $0 |
| Jen Patterson | Director Trustee or director | 1 | $0 | $0 |
| Jerrid Anderson | Director Trustee or director | 1 | $0 | $0 |
| Mark Britton | Director Trustee or director | 1 | $0 | $0 |
| Mark Sitek | Director Trustee or director | 1 | $0 | $0 |
| Neal Ronquist | Director Trustee or director | 1 | $0 | $0 |
| Phil Jents | Director Trustee or director | 1 | $0 | $0 |
| Shawn Carr | Director Trustee or director | 1 | $0 | $0 |
| Todd Gustafson | Director Trustee or director | 1 | $0 | $0 |
| Lisa Neitzel | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 314 W SUPERIOR ST STE 750, DULUTH, MN 55802-1891
- Principal officer (990 for 2024)
- SARA NIEMI, 314 W SUPERIOR ST 750, DULUTH, MN 55802
- Signed the 990
- SARA NIEMI, PRESIDENT
- Phone
- (218) 726-4770
- Website
- WWW.HLUNITEDWAY.ORG
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
HEAD OF THE LAKES UNITED WAY'S (HLUW) MISSION IS TO UNITE CARING PEOPLE AND MOBILIZE RESOURCES TO EMPOWER INDIVIDUALS AND STRENGHTEN COMMUNITIES.
Program accomplishments
- 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.Expenses $646,471 · grants $604,163
- 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) THE BABYSITTING INITIATIVE PROVIDES FREE COMPREHENSIVE BABYSITTER TRAINING TO 11-17-YEAR-OLD YOUTH. (4) STUFF THE BUS COLLECTS SCHOOL SUPPLIES AND COORDINATES WITH LOCAL PARTNERS TO DISTRIBUTE THE SUPPLIES. (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.Expenses $186,951 · revenue $19,634
- 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.Expenses $84,632
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-0857077
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $8,784,558
- Income (IRS master file)
- $1,541,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,527,230 | $1,600,559 | $8,784,558 | IRS |
| 990 | June 2024 | $1,578,819 | $1,561,194 | $8,546,818 | XML |
| 990 | June 2023 | $1,569,849 | $1,819,044 | $8,182,381 | XML |
| 990 | June 2022 | $1,656,785 | $1,893,843 | $8,000,348 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-0857077).
Questions about HEAD OF THE LAKES UNITED WAY
- What is the EIN of HEAD OF THE LAKES UNITED WAY?
- The employer identification number (EIN) of HEAD OF THE LAKES UNITED WAY is 41-0857077.
- Is HEAD OF THE LAKES UNITED WAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to HEAD OF THE LAKES UNITED WAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEAD OF THE LAKES UNITED WAY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEAD OF THE LAKES UNITED WAY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEAD OF THE LAKES UNITED WAY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HEAD OF THE LAKES UNITED WAY?
- The 990 for the year ended June 30, 2025 names SARA NIEMI.
- Who are the officers and directors of HEAD OF THE LAKES UNITED WAY?
- The 990 for the year ended June 30, 2025 lists 20 people; 2 received compensation from the organization, the highest $74,619 (KIMBERLY ULMER, FINANCE DIRECTOR).
- How much revenue does HEAD OF THE LAKES UNITED WAY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,527,230, expenses of $1,600,559 and total assets of $8,784,558 at year end.
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All nonprofits in DULUTH · Minnesota · Philanthropy, voluntarism and grantmaking foundations