Civic Intelligence

United Way of Greater Duluth Trust

EIN 41-6025520 • 501(c)3 • Duluth, MN

Profile

To receive gifts and bequests, invest such items, and distribute the interest and dividends earned, net of administration expenses paid, to the head of the lakes united way.

Refreshing map…

130 West Superior Street Suite 300Duluth, MN 55802
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.03x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.47x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$6,995,961

Up $515,583 (+8.0%) from 2023

Liabilities

Down

$193,198

Down $12,301 (-6.0%) from 2023

Net Assets

Up

$6,802,763

Up $527,884 (+8.4%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin71st percentile

Revenue

Up

$407,379

Up $91,572 (+29%) from 2023

Expenses

Down

$334,694

Down $4,615 (-1.4%) from 2023

Net Income

Up

$72,685

Up $96,187 (+409%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,912,124Liabilities 2011: $91,429Net Assets 2011: $2,820,6952011Assets 2012: $3,228,972Liabilities 2012: $94,980Net Assets 2012: $3,133,9922012Assets 2013: $3,668,372Liabilities 2013: $103,290Net Assets 2013: $3,565,0822013Assets 2014: $3,881,874Liabilities 2014: $106,730Net Assets 2014: $3,775,1442014Assets 2015: $3,677,304Liabilities 2015: $106,363Net Assets 2015: $3,570,9412015Assets 2016: $4,066,473Liabilities 2016: $204,994Net Assets 2016: $3,861,4792016Assets 2017: $4,555,894Liabilities 2017: $114,026Net Assets 2017: $4,441,8682017Assets 2018: $4,217,070Liabilities 2018: $112,891Net Assets 2018: $4,104,1792018Assets 2019: $5,180,815Liabilities 2019: $113,297Net Assets 2019: $5,067,5182019Assets 2020: $5,895,324Liabilities 2020: $161,834Net Assets 2020: $5,733,4902020Assets 2021: $7,085,058Liabilities 2021: $202,957Net Assets 2021: $6,882,1012021Assets 2022: $5,756,779Liabilities 2022: $206,320Net Assets 2022: $5,550,4592022Assets 2023: $6,480,378Liabilities 2023: $205,499Net Assets 2023: $6,274,8792023Assets 2024: $6,995,961Liabilities 2024: $193,198Net Assets 2024: $6,802,7632024

Highlighted filing

2024

Assets$6,995,961
Liabilities$193,198
Net Assets$6,802,763
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $164,0462011Expenses 2012: $166,5852012Revenue 2013: $141,712Expenses 2013: $176,416Net Income 2013: -$34,7042013Revenue 2014: $168,022Expenses 2014: $191,151Net Income 2014: -$23,1292014Revenue 2015: $196,757Expenses 2015: $199,261Net Income 2015: -$2,5042015Revenue 2016: $159,633Expenses 2016: $205,479Net Income 2016: -$45,8462016Revenue 2017: $196,018Expenses 2017: $222,964Net Income 2017: -$26,9462017Revenue 2018: $297,502Expenses 2018: $226,790Net Income 2018: $70,7122018Revenue 2019: $221,307Expenses 2019: $245,529Net Income 2019: -$24,2222019Revenue 2020: $250,906Expenses 2020: $269,212Net Income 2020: -$18,3062020Revenue 2021: $248,249Expenses 2021: $319,720Net Income 2021: -$71,4712021Revenue 2022: $299,331Expenses 2022: $329,414Net Income 2022: -$30,0832022Revenue 2023: $315,807Expenses 2023: $339,309Net Income 2023: -$23,5022023Revenue 2024: $407,379Expenses 2024: $334,694Net Income 2024: $72,6852024

Highlighted filing

2024

Revenue$407,379
Expenses$334,694
Net Income$72,685
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,995,961
Liabilities
$193,198
Net assets
$6,802,763
Revenue
$407,379
Expenses
$334,694
Net income
$72,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.19$6.80$0.41$0.33$0.07
2023Summary only. Only limited summary data is available for this year.$6.48$0.21$6.27$0.32$0.34$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$0.21$5.55$0.30$0.33$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.20$6.88$0.25$0.32$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.16$5.73$0.25$0.27$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.11$5.07$0.22$0.25$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.11$4.10$0.30$0.23$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.11$4.44$0.20$0.22$0.03
2016Summary only. Only limited summary data is available for this year.$4.07$0.20$3.86$0.16$0.21$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.11$3.57$0.20$0.20$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.11$3.78$0.17$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.67$0.10$3.57$0.14$0.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.09$3.13$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.09$2.82$0.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$302,336
Mission and Program Overview

Mission

To receive gifts and bequests, invest such items, and distribute the interest and dividends earned, net of administration expenses paid, to the head of the lakes united way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,085,058$5,756,779▼ $1,328,279
Total Assets$7,085,058$5,756,779▼ $1,328,279
Liabilities
Grants Payable$202,957$206,320▲ $3,363
Total Liabilities$202,957$206,320▲ $3,363
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,882,101$5,550,459▼ $1,331,642
Total Net Assets Fund Balance$6,882,101$5,550,459▼ $1,331,642
Total Liabilities and Net Assets / Fund Balance$7,085,058$5,756,779▼ $1,328,279

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$6,882,101$90,615▼ $1,105,215-$5,550,459
2021$5,733,490$75,623▲ $1,380,223-$6,882,101
2020$5,067,519$75,453▲ $849,412-$5,733,490
2019$4,104,179$77,597▲ $1,121,817-$5,067,519
2018$4,441,868$66,418▼ $186,776-$4,104,179
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Deanna BensonPresident
Gary TangenTrustee
Karen SalmelaTrustee
Leslie BeiersTrustee
Lisa ErwinTrustee
Juhl HalvorsonSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$90,615
Program Service Revenue
$0
Investment Income
$208,716
Other Revenue
$0
All Other Contributions
$90,615
Change in Net Assets
$-30,083

Audited Revenue Reconciliation

Revenue per Audited Statements
$286,959
Revenue Not Reported on Financial Statements
$12,372
Revenue Not Reported on Form 990
$-1,301,559
Total Revenue per Audited Statements
$-1,014,600
Total Revenue per Form 990
$299,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$312,286
Other Expenses$17,128
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$312,286--$312,286
Fees for Service Investment Mgmnt Fees-$12,372-$12,372
Fees for Services Accounting-$4,315-$4,315
Other Expenses-$441-$441
Total Functional Expenses$312,286$17,128$0$329,414

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$329,414
Expenses per Audited Statements$317,042
Total Expenses per Audited Statements$317,042
Expenses Not Reported on Financial Statements$12,372
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Head of the Lakes United WayDuluth, MN3Supported Organiz.$312,286
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A draft of the completed form 990 is reviewed by one of the officers of the board of trustees prior to filing. The draft is also available for all of the other trustees to review.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Head of the Lakes United Way Trust
EIN
41-6025520
Phone
2187232894
Address
130 WEST SUPERIOR STREET SUITE 300, DULUTH, MN 55802

Signing Officer

Name
Juhl Halvorson
Title
Secretary/treasurer
Phone
2187232894
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deanna Benson
Formed
1943
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Esterbrooks Cpas Ltd
Address
302 W SUPERIOR ST STE200, DULUTH, MN 55802
Preparer
Michael a Pederson
Phone
2187276846
Raw XML AppendixShowing 400 of 446 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd055802
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt090615
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IRS990/CYInvestmentIncomeAmt0208716
IRS990/CYOtherExpensesAmt017128
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IRS990/DeductibleNonCashContriInd0false
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IRS990/ExpenseAmt0312286
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/GoverningBodyVotingMembersCnt06
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IRS990/GrantsToOrganizationsInd0true
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IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0308922
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0308922
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0282416
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0259303
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0208347
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt038515
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0591338
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0308922
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0259303
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt023113
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0506165
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0308922
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0223749
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0308922
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0308922
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MANAGEMENT OF THE SUPPORTED ORGANIZATION REGULARLY ATTEND BOARD MEETINGS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1HEAD OF THE LAKES UNITED WAY 308,922
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06417036
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06490191
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt088580
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt099882
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06328456
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06390309
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt096256
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt097353
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06320780
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06392838
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0221227
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0223749
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06417036
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06490191
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0221227
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0223749
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410857077
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0312286
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HEAD OF THE LAKES UNITED WAY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0312286
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04756
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06882101
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt090615
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05550459
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0312286
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1105215
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05733490
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt075623
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06882101
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0302636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01380223
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04220
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05067519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt075453
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05733490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0254674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0849412
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03666
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04104179
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt077597
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05067519
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0232408
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01121817
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03506
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04441868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt066418
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04104179
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0213825
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-186776
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012372
IRS990ScheduleD/ExpensesSubtotalAmt0317042
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012372
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012372
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1301559
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-1301559
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012372
IRS990ScheduleD/RevenueSubtotalAmt0286959
IRS990ScheduleD/TotalExpensesPerForm990Amt0329414
IRS990ScheduleD/TotalRevenuePerForm990Amt0299331
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-1014600
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0317042
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0312286
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTED ORGANIZ.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HEAD OF THE LAKES UNITED WAY
IRS990ScheduleI/RecipientTable/RecipientEIN0410857077
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0424 WEST SUPERIOR STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DULUTH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055802
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY ONE OF THE OFFICERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. THE DRAFT IS ALSO AVAILABLE FOR ALL OF THE OTHER TRUSTEES TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07085058
IRS990/TotalAssetsEOYAmt05756779
IRS990/TotalAssetsGrp/BOYAmt07085058
IRS990/TotalAssetsGrp/EOYAmt05756779
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt090615
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017128
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0312286
IRS990/TotalFunctionalExpensesGrp/TotalAmt0329414
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0202957
IRS990/TotalLiabilitiesEOYAmt0206320
IRS990/TotalLiabilitiesGrp/BOYAmt0202957
IRS990/TotalLiabilitiesGrp/EOYAmt0206320
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06882101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05550459
IRS990/TotalProgramServiceExpensesAmt0312286

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