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Community Development : United Ways (Grantmaking)

Head of the Lakes United Way

Live united

three stars

87.90

424 West Superior Street Suite 402
Duluth, MN 55802
tel: (218) 726-4770   Web Site
EIN: 41-0857077

Board Leadership
Cindy Theien
Chair

CEO
Matt Hunter
President

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 87.90 three stars
  Financial 83.37 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 07/01/2018 and includes data from FY2017, the most recent 990 received at that time.

United Way of Greater Duluth (UWGD) works to lead a united effort to strengthen our community by mobilizing resource to improve people's lives. UWGD carries out its mission by convening, facilitating and building community partnerships; assessing health and human service needs; and developing high-impact strategies and mobilizing resources for effective and efficient solutions. UWGD addresses the human service needs of Greater Duluth by engaging the whole community in fundraising and providing donors the opportunity to invest in community change.

United Way of Greater Duluth (UWGD) works to lead a united effort to strengthen our community by mobilizing resource to improve people's lives. UWGD carries out its mission by convening, facilitating and building community partnerships; assessing health and human service needs; and developing high-impact strategies and mobilizing resources for effective and efficient solutions. UWGD addresses the human service needs of Greater Duluth by engaging the whole community in fundraising and providing donors the opportunity to invest in community change.

Results Information

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Financial

three stars

83.37

Accountability & Transparency

four stars

96.00

This rating was published 07/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
77.3%
  Administrative Expenses 6.9%
  Fundraising Expenses 15.7%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 0.70
  Program Expenses Growth < 0.1%
  Liabilities to Assets 15.0%
All data for Financial Performance Metrics calculations was provided by Head of the Lakes United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Head of the Lakes United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Head of the Lakes United Way (MN) 87.90 three stars
United Way of Hunterdon County (NJ) 87.41 three stars
The United Way of Youngstown and the Mahoning Valley (OH) 94.05 four stars
United Way of Erie County (PA) 89.27 three stars
United Way Tar River Region (NC) 91.21 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,418,535
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $2,418,535
   Program Service Revenue $95,809
Total Primary Revenue $2,514,344
   Other Revenue $33,624
TOTAL REVENUE $2,547,968
   
EXPENSES  
   Program Expenses $1,876,779
   Administrative Expenses $154,768
   Fundraising Expenses $370,102
TOTAL FUNCTIONAL EXPENSES $2,401,649
   
Payments to Affiliates $20,172
Excess (or Deficit) for the year $146,319
   
Net Assets $5,807,249

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Community Investment $1,361,114 72.5%
United Way 2-1-1 $203,603 10.8%
Community Impact $195,519 10.4%
Volunteer Center $116,543 6.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 07/01/2018 87.90 three stars
2016-06 07/01/2017 83.34 three stars
2015-06 08/01/2016 82.64 three stars
2014-06 06/01/2016 82.89 three stars
 
CN 2.0
2014-06 11/01/2015 75.27 two stars
2013-06 11/01/2014 80.07 three stars
2012-06 09/01/2013 78.96 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 41-0857077
Name in IRS Master File HEAD OF THE LAKES UNITED WAY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
(160) Aid to the handicapped (see also 031)
(179) Other health services
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1962
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$97,883 4.07% Matthew Hunter President

Highly Rated

Charity Name & State Overall Score Overall Rating
Head of the Lakes United Way (MN) 87.90 three stars
The United Way of Greater Waterbury (CT) 90.09 four stars
United Way of Brevard (FL) 87.97 three stars
United Way of Will County (IL) 91.16 four stars
United Way of the Inland Valleys (CA) 86.81 three stars

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Charity Contact Info

Head of the Lakes United Way
424 West Superior Street
Suite 402
Duluth, MN 55802
tel: (218) 726-4770
fax: (218) 726-4778
EIN: 41-0857077

Visit Web Site

Board Leadership

Cindy Theien
Chair

CEO

Matt Hunter
President

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