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Head Of The Lakes United Way Trust

  • Duluth, MN
  • Tax-exempt since Feb. 1967
  • EIN: 41-6025520

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$316k (2023)

Expenses
$339k (2023)

Total Assets
$6.48M (2023)

Total Liabilities
$205k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$315,807
Expenses
$339,309
Net Income
-$23,502
Net Assets
$6,274,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,579
27.1%
Program Services $0
Investment Income $122,702
38.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $107,526
34.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,480,378
Total Liabilities $205,499
Net Assets $6,274,879
Compensation
Key Employees and Officers Compensation Related Other
Deanna Benson (President) $0 $0 $0
Juhl Halvorson (Secretary/Tr) $0 $0 $0
Gary Tangen (Trustee) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
Lisa Erwin (Trustee) $0 $0 $0
Leslie Beiers (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$299,331
Expenses
$329,414
Net Income
-$30,083
Net Assets
$5,550,459
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,615
30.3%
Program Services $0
Investment Income $112,485
37.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,231
32.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,756,779
Total Liabilities $206,320
Net Assets $5,550,459
Compensation
Key Employees and Officers Compensation Related Other
Deanna Benson (President) $0 $0 $0
Juhl Halvorson (Secretary/Tr) $0 $0 $0
Gary Tangen (Trustee) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
Lisa Erwin (Trustee) $0 $0 $0
Leslie Beiers (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$248,249
Expenses
$319,720
Net Income
-$71,471
Net Assets
$6,882,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,623
30.5%
Program Services $0
Investment Income $106,643
43.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $65,983
26.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,085,058
Total Liabilities $202,957
Net Assets $6,882,101
Compensation
Key Employees and Officers Compensation Related Other
Deanna Benson (President) $0 $0 $0
Juhl Halvorson (Secretary/Tr) $0 $0 $0
Gary Tangen (Trustee) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
Lisa Erwin (Trustee) $0 $0 $0
Leslie Beiers (Trustee) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,906
Expenses
$269,212
Net Income
-$18,306
Net Assets
$5,733,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,453
30.1%
Program Services $0
Investment Income $100,267
40.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $75,186
30.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,895,324
Total Liabilities $161,834
Net Assets $5,733,490
Compensation
Key Employees and Officers Compensation Related Other
Gilbert W Harries (President) $0 $0 $0
Juhl Halvorson (Secretary/Tr) $0 $0 $0
Gary Tangen (Trustee) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
Shaun Floerke (Trustee) $0 $0 $0
Deanna Benson (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$221,307
Expenses
$245,529
Net Income
-$24,222
Net Assets
$5,067,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,597
35.1%
Program Services $0
Investment Income $120,273
54.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,437
10.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,180,815
Total Liabilities $113,297
Net Assets $5,067,518
Compensation
Key Employees and Officers Compensation Related Other
Gilbert W Harries (President) $0 $0 $0
Juhl Halvorson (Secretary/Tr) $0 $0 $0
Gary O Tangen (Trustee) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
Shaun Floerke (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$297,502
Expenses
$226,790
Net Income
$70,712
Net Assets
$4,104,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,418
22.3%
Program Services $0
Investment Income $108,975
36.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $122,109
41.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,217,070
Total Liabilities $112,891
Net Assets $4,104,179
Compensation
Key Employees and Officers Compensation Related Other
Gilbert W Harries (President) $0 $0 $0
Gary O Tangen (Secretary/Tr) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
Shaun Floerke (Trustee) $0 $0 $0
Juhl Halvorson (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,018
Expenses
$222,964
Net Income
-$26,946
Net Assets
$4,441,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,940
30.6%
Program Services $0
Investment Income $95,182
48.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,896
20.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,555,894
Total Liabilities $114,026
Net Assets $4,441,868
Compensation
Key Employees and Officers Compensation Related Other
Gilbert W Harries (President) $0 $0 $0
Gary O Tangen (Secretary/Tr) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
Shawn Floerke (Trustee) $0 $0 $0
Juhl Halvorson (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$159,633
Expenses
$205,479
Net Income
-$45,846
Net Assets
$3,861,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,955
37.6%
Program Services $0
Investment Income $99,608
62.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,066,473
Total Liabilities $204,994
Net Assets $3,861,479

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,757
Expenses
$199,261
Net Income
-$2,504
Net Assets
$3,570,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,842
32.4%
Program Services $0
Investment Income $87,112
44.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $45,803
23.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,677,304
Total Liabilities $106,363
Net Assets $3,570,941
Compensation
Key Employees and Officers Compensation Related Other
Gilbert W Harries (President) $0 $0 $0
Gary O Tangen (Secretary/Tr) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
Shawn Floerke (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$168,022
Expenses
$191,151
Net Income
-$23,129
Net Assets
$3,775,144
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,779
38.0%
Program Services $0
Investment Income $101,367
60.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,876
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,881,874
Total Liabilities $106,730
Net Assets $3,775,144
Compensation
Key Employees and Officers Compensation Related Other
Gilbert W Harries (President) $0 $0 $0
Gary O Tangen (Secretary/Tr) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
Shawn Floerke (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,712
Expenses
$176,416
Net Income
-$34,704
Net Assets
$3,565,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,392
39.1%
Program Services $0
Investment Income $85,132
60.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,188
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,668,372
Total Liabilities $103,290
Net Assets $3,565,082
Compensation
Key Employees and Officers Compensation Related Other
Shawn Floerke (Trustee) $0 $0 $0
Gilbert W Harries (President) $0 $0 $0
David Hoium (Trustee) $0 $0 $0
Karen Salmela (Trustee) $0 $0 $0
Gary O Tangen (Secretary/Tr) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$239,034
Expenses
$166,585
Net Income
$72,449
Net Assets
$3,133,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $87,783
36.7%
Program Services $0
Investment Income $84,383
35.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,868
28.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,228,972
Total Liabilities $94,980
Net Assets $3,133,992

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$161,325
Expenses
$164,046
Net Income
-$2,721
Net Assets
$2,820,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,227
37.3%
Program Services $0
Investment Income $74,518
46.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,580
16.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,912,124
Total Liabilities $91,429
Net Assets $2,820,695

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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