THE OPPORTUNITY ALLIANCE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE OPPORTUNITY ALLIANCE (EIN 01-0274725)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-24
IRS object ID
202541149349300124
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-24T09:26:02-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12211 Congress StAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010274725EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Opportunity AllianceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPPOBusinessNameControlTxt
Phone2078741175PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 Lydia LaneAddressLine1Txt
CitySouth PortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoseph EverettPersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone2078741175PhoneNum
Signature2025-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph R ByrnePreparerPersonNm
PTINP01289281PTIN
Phone2077752387PhoneNum
Preparation2025-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJoseph EverettPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 Lydia LaneAddressLine1Txt
CitySouth PortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$36,643,157GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.opportunityalliance.orgWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1965FormationYr
Legal Domicile StateMELegalDomicileStateCd
Activity Or MissionTransforming our community by helping people in need build better lives.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee644TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$43,533,734PYContributionsGrantsAmt
CY Contributions Grants$22,630,173CYContributionsGrantsAmt
PY Program Service Revenue$13,955,174PYProgramServiceRevenueAmt
CY Program Service Revenue$13,875,770CYProgramServiceRevenueAmt
PY Investment Income$113,663PYInvestmentIncomeAmt
CY Investment Income$100,868CYInvestmentIncomeAmt
PY Other Revenue-$44,661PYOtherRevenueAmt
CY Other Revenue-$61,870CYOtherRevenueAmt
PY Total Revenue$57,557,910PYTotalRevenueAmt
CY Total Revenue$36,544,941CYTotalRevenueAmt
PY Grants And Similar Paid$1,137,521PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$524,814CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$27,525,781PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$27,299,155CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$266,503CYTotalFundraisingExpenseAmt
PY Other Expenses$28,392,008PYOtherExpensesAmt
CY Other Expenses$9,428,761CYOtherExpensesAmt
PY Total Expenses$57,055,310PYTotalExpensesAmt
CY Total Expenses$37,252,730CYTotalExpensesAmt
PY Revenues Less Expenses$502,600PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$707,789CYRevenuesLessExpensesAmt
Total Assets BOY$25,605,234TotalAssetsBOYAmt
Total Assets EOY$23,910,412TotalAssetsEOYAmt
Total Liabilities BOY$14,720,319TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,089,320TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,884,915NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,821,092NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo build better lives and stronger communities across Maine, The Opportunity Alliance supports people with the programs and resources they need to improve their health, safety, and stability.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$6,012,396ExpenseAmt
Grant$524,814GrantAmt
Revenue$2,589,772RevenueAmt
DescChildcare & Early Childhood Education - A collection of programs working in partnership with families and the community to ensure children are ready for school.Early Childhood Education: TOA believes that the pathway to school success begins even before a child is born. Staff work with families to support the social, emotional, cognitive, and physical development of their children at all ages, in classrooms and at home, to prepare them for their later transition into kindergarten. All TOA Early Childhood Education programs meet the comprehensive Head Start Performance Standards to ensure the highest quality of services for children and families across Cumberland County. Programs include: - Early Head Start: A free family visiting program for qualifying families. "Parent Partners" make weekly home visits to pregnant mothers and children aged 0-3 and their families. - Head Start: A program that provides all children with a safe nurturing environment while supporting parents as they identify and meet their own goals and nurture the development of their children. Head Start sites are located throughout Cumberland County and are free to qualifying families. - Public Pre-K Partnerships: Head Start partners with the Public School System. Head Start and Department of Education funds are used to deliver this model. In these classrooms, transportation is provided by the school districts. - Childcare: Offered full day/full year. TOA serves children 6 weeks to 5 years old. Subsidized childcare fees are on a sliding scale and are based on household income and family size.Parent Education: Evidence and strength-based parenting education classes that provide parents and caregivers an opportunity to develop and strengthen their parenting skills.Whole Families/TogetherWeWork: Coaching services provided to low-income families emphasizing education, economic support, social capital, and health and well-being for both children and parents. CDA Development Center: Training for the Child Development Associate credential. The CDA credential is recognized nationally as the quality standard for professional early childhood educators. CDA training helps teachers work effectively with infants, toddlers, preschoolers and their families in either a center-based or family childcare setting.Maine Families: Works in partnership with expectant parents and parents of babies and toddlers to ensure safe home environments, promote healthy growth and development for babies and young children, and provide key connections to needed services.Women, Infants and Children (WIC): WIC is a nutritional education program which provides supplemental foods to promote good health for pregnant, postpartum, and breastfeeding women, and infants and children up to age 5.SNAP-Ed provides nutrition education classes for low-income children and families.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$18,070,098ExpenseAmt
Revenue$7,767,003RevenueAmt
DescBehavioral Health & Wellness - A continuum of community and residential mental health and substance use disorder services for children and adults.Community Mental HealthBehavioral Health Home (BHH): Delivers integrated care to people who struggle with mental health. BHH care coordinators, in collaboration with the program nurse care manager, help clients consider their needs around housing, health care, finances, work, education, social and recreation time, and other areas that are important to them. Together, clients and care coordinators use this information to develop a treatment plan made up of individual goals and preferences.Broadway Crossings Adult Crisis Stabilization Unit: With a capacity of eight adult beds, this short-term crisis stabilization unit provides an alternative to hospitalization that allows people to remain connected to their support networks in the community.Children's Behavioral Health Home: An integrated approach working to meet the physical and mental health needs of children and young adults with developmental, behavioral, or mental health concerns.Mobile Crisis Response Services-Mobile Outreach: Available 24-hours a day, 365 days a year, individuals and families experiencing a behavioral health crisis have immediate and free access to a team of trained professionals.High Fidelity Wraparound: This program offers a family-centered, community-oriented, strengths-based, individualized planning process that relies on a balance of formal and informal supports to help children and families achieve their goals.Homeless Youth Services: Community-based case management services for youth and families at risk of or currently experiencing homelessness in southern Maine.The Maine Crisis Line Statewide Crisis Telephone Response: The Maine Crisis Line (MCL) is the state's crisis telephone response service for individuals or families experiencing a behavioral health crisis or having thoughts of suicide and/or self-harm. Trained crisis call specialists answer the line and provide free and confidential telephone support and stabilization 24 hours a day, 7 days a week. MCL is the single point of entry to Maine's Behavioral Health Crisis Services System through the toll-free number: 1-888-568-1112. The 988 Suicide and Crisis Lifeline, a new three-digit dialing code available nationwide as an easy-to-remember connection to help for anyone experiencing a suicidal or mental health crisis. In Maine, calls to 988 are routed to The Maine Crisis Line, operated by TOA.The Project for Assistance in Transition from Homelessness (PATH): Outreach, engagement, and referral services for people with mental illness and those with co-occurring substance use disorders who are experiencing homelessness in York and Cumberland County.The Women's Project: TOA staff work directly with parents experiencing, or in recovery from, substance use, to provide both immediate support and long-term solutions. We aim to ensure parents and their children are safe, healthy, and able to remain together in a stable environment.Residential ServicesGordon Green: An eight-bed permanent residence providing intensive treatment and support for elderly adults under guardianship with a combination of challenges including mental illness and disabilities related to age or physical impairments.Helen Winslow Ray House: With a capacity of eight residents, this program provides trauma-informed treatment and support services to adults living with mental illness. Often clients have co-occurring conditions, such as chronic health problems and/or substance use disorders.Morrison Place: A 12-bed treatment facility offering intensive individualized treatment of homeless adults with co-occurring mental health and substance abuse issues. The program helps clients to achieve recovery and lead sober, stable lives through education and group and individual counseling. Throughout their time at Morrison Place, clients learn to build strong relationships with peers, family and friends, and other individuals throughout the community.The Ocean Street Residential Program: Provides trauma-informed treatment and support services to eight adults living with mental illness complicated by co-occurring chronic health conditions as well as a potential substance use disorder.The Bridge: A 12-bed short-term residential treatment program for homeless adults with a major mental illness, provides a comprehensive treatment program that assists residents with securing long-term housing while stabilizing their mental health and connecting them to community resources and supports.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$8,022,866ExpenseAmt
Revenue$3,518,995RevenueAmt
DescPoverty & Economic Supports - A collection of programs and services designed to increase income, and basic needs by ensuring access to food, safe and stable shelter, utilities, as well as volunteer opportunities.Cumberland County Homeless Prevention Program: Assists families and individuals who live in Cumberland County (excluding Portland, Brunswick and Frye Island) in finding, securing, and/or maintaining housing.Energy Crisis Intervention Program (ECIP): For urgent situations, this program provides emergency fuel assistance to HEAP eligible households in Cumberland County. A household may be eligible for up to $400 in emergency funds (or 100 gallons) to avert an energy crisis. Those in danger of a utility disconnect that directly affects their ability to heat the home, who do not have the financial resources to pay utility providers, may also receive ECIP benefits.Keep ME Warm: Fuel assistance distributed to Mainers by 211.Foster Grandparent Program: Provides an opportunity for volunteers aged 55 and older to stay active by providing 10-40 hours a week of emotional and educational support to children in the classroom.Home Energy Assistance Program (HEAP): To help Mainers stay safe and warm, HEAP provides money to help eligible homeowners and renters in Cumberland County pay for a portion of their annual heating expenses. The program provides a one-time, per-season, direct payment to heat vendors for homes heated with oil, kerosene, wood, propane, natural gas, electricity, and other fuels. Senior Companion Program: A volunteer opportunity for adults over the age of 55, interested in sharing their time to help homebound elders remain living independently in their own home and/or provide respite for family caregivers.Wrap Funds: Discretionary grant funds available to meet urgent needs of adults with severe and persistent mental illness that cannot be met through other systems of care. Work Life Advisor: Supports and empowers individuals to help them find successful employment and economic stability. Services include resume guidance, education about online job resources and navigation, and help filling out job applications.211 Maine: In partnership with Maine United Ways, TOA runs the statewide 211 call center, where specialists can be reached via phone, text, or email 24/7 to provide free and confidential information and connect callers to local programs. You can also search our online directory, then call us to discuss the options that are best for you. Resources include aging and disability, basic needs, crisis, education, family, food, health, housing, jobs, substance use, and more. Other Program Services:Community Well-Being- A collection of programs working with youth, families, neighbors, and partner organizations to build strong networks and healthy neighborhoods.Lakes Region Collective Action Network (LRCAN): An open meeting for community service providers in the Lakes Region to come together to network, share resources, and collaborate on addressing community challenges.Maine Youth Action Network (MYAN): MYAN is a statewide network of committed adults and passionate young people who believe in the transformative power of youth leadership. MYAN encourages prevention-focused, youth-centric social change through programming and technical assistance for young people and adults.Community Building: A place-based initiative that helps transform target neighborhoods into communities where people know each other and take care of each other. TOA Community Builders are on the ground in the target communities (South Portland, and Bridgton/ Lakes Region) to support residents in creating long-term, systemic change. General Assistance: A program of the Department of Health and Human Services, administered by TOA in some cities and towns, which helps income-eligible individuals and families to meet their basic needs. Community School Development Project at South Portland Middle School: Community Schools are public schools that provide services and support, created and run by people who know the community best.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$32,105,360TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document333IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee644EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dawn OuelletteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2078741175PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 Lydia LaneAddressLine1Txt
CitySouth PortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Josh Steirman
Board Chair3.000.00Yes (X)Yes (X)$0$0$0
Elizabeth Conrad
Vice Chair3.000.00Yes (X)Yes (X)$0$0$0
Erin Diekema
Treasurer3.000.00Yes (X)Yes (X)$0$0$0
Kris Sahonchik
Secretary3.000.00Yes (X)Yes (X)$0$0$0
Rebecca Bloch
Trustee2.000.00Yes (X)$0$0$0
Abusana Micky Bondo
Trustee1.000.00Yes (X)$0$0$0
Anneliese Gerlund
Trustee1.000.00Yes (X)$0$0$0
Meghan Henry
Trustee1.000.00Yes (X)$0$0$0
Jeanne Hulit
Trustee1.000.00Yes (X)$0$0$0
Frances Hutchinson
Trustee1.000.00Yes (X)$0$0$0
Bernie Kavanagh
Trustee1.000.00Yes (X)$0$0$0
Anne LaFond
Trustee3.000.00Yes (X)$0$0$0
Ghomri Rostampour
Trustee1.000.00Yes (X)$0$0$0
Rebecca Smith
Trustee1.000.00Yes (X)$0$0$0
Betsy Tod
Trustee1.000.00Yes (X)$0$0$0
Nina Trowbridge
Trustee1.000.00Yes (X)$0$0$0
Penelope Wheeler-Abbott
Trustee1.000.00Yes (X)$0$0$0
Joseph R Everett
President & CEO40.001.00Yes (X)$192,899$0$15,951
Dawn A Ouellette
Chief Financial Officer40.001.00Yes (X)$169,546$0$37,353
Clare Loxterkamp
MAT Prescriber40.000.00$151,907$0$22,387Yes (X)
Sarah D Maxwell
Chief Operating Officer40.000.00$149,843$0$24,512Yes (X)
Louise M Marsden
VP of Children & Family Services40.000.00$141,177$0$14,800Yes (X)
Karen A Turgeon
VP of Programs40.000.00$128,000$0$21,924Yes (X)
Kelli Wedgewood
Clinical Supervisor40.000.00$125,739$0$5,029Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,059,111TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$141,956TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Alight Solutions LLC
PO Box 95135ChicagoIL60694Software Implementation$1,011,279
WG Tech
207 Larabee Road Unit 2WestbrookME04092IT Services and Consultations$540,182
Boulos Asset Management
100 Middle Street Suite 230PortlandME04101Facility Repairs and Maintenance$184,184
Three Link Solutions
409 Majestic CourtKellerTX76248Software Implementation$175,824
Berry Dunn
2211 Congress StreetPortlandME04102Auditing Services$103,380
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Federated Campaigns$231,798FederatedCampaignsAmt
Fundraising$85,124FundraisingAmt
Government Grants$20,313,419GovernmentGrantsAmt
All Other Contributions$1,999,832AllOtherContributionsAmt
Noncash Contributions$28,574NoncashContributionsAmt
Total Contributions$22,630,173TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MaineCare and Medicare624100$12,763,283$12,763,283
Client Rent624100$742,719$742,719
Other Program Revenue624100$369,768$369,768
FieldValueIRS element (for citing)
Total Program Service Revenue$13,875,770TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,114TotalRevenueColumnAmt
Exclusion$111,114ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$10,246OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$10,246OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,246TotalRevenueColumnAmt
Exclusion-$10,246ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,100FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$85,124ContriRptFundraisingEventAmt
Fundraising Direct Expenses$87,970FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$61,870TotalRevenueColumnAmt
Exclusion-$61,870ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,544,941TotalRevenueColumnAmt
Related Or Exempt Func Income$13,875,770RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$38,998ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$524,814TotalAmt
Program Services$524,814ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$415,749TotalAmt
Management And General$415,749ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$21,249,247TotalAmt
Program Services$18,590,057ProgramServicesAmt
Management And General$2,498,066ManagementAndGeneralAmt
Fundraising$161,124FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$475,260TotalAmt
Program Services$419,415ProgramServicesAmt
Management And General$52,122ManagementAndGeneralAmt
Fundraising$3,723FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,585,258TotalAmt
Program Services$3,121,285ProgramServicesAmt
Management And General$436,266ManagementAndGeneralAmt
Fundraising$27,707FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,573,641TotalAmt
Program Services$1,354,407ProgramServicesAmt
Management And General$207,211ManagementAndGeneralAmt
Fundraising$12,023FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$58,960TotalAmt
Management And General$58,960ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$116,480TotalAmt
Management And General$116,480ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,136TotalAmt
Management And General$27,136ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,388,069TotalAmt
Program Services$924,645ProgramServicesAmt
Management And General$447,540ManagementAndGeneralAmt
Fundraising$15,884FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,694TotalAmt
Program Services$28,237ProgramServicesAmt
Management And General$2,066ManagementAndGeneralAmt
Fundraising$391FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$854,850TotalAmt
Program Services$746,809ProgramServicesAmt
Management And General$78,493ManagementAndGeneralAmt
Fundraising$29,548FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$119,656TotalAmt
Program Services$116,122ProgramServicesAmt
Management And General$2,385ManagementAndGeneralAmt
Fundraising$1,149FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,009,689TotalAmt
Program Services$2,905,214ProgramServicesAmt
Management And General$82,445ManagementAndGeneralAmt
Fundraising$22,030FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$324,236TotalAmt
Program Services$240,701ProgramServicesAmt
Management And General$80,154ManagementAndGeneralAmt
Fundraising$3,381FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$193,324TotalAmt
Program Services$156,878ProgramServicesAmt
Management And General$34,314ManagementAndGeneralAmt
Fundraising$2,132FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$393,353TotalAmt
Program Services$387,851ProgramServicesAmt
Management And General$5,502ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$289,796TotalAmt
Program Services$131,906ProgramServicesAmt
Management And General$157,620ManagementAndGeneralAmt
Fundraising$270FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Client Expenses$1,796,344$1,735,520$150$60,674
PNMI Tax$487,304$487,304
Miscellaneous$236,288$171,756$143,926-$79,394
Program Specific Expens$102,582$62,439$34,282$5,861

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,252,730TotalAmt
Program Services$32,105,360ProgramServicesAmt
Management And General$4,880,867ManagementAndGeneralAmt
Fundraising$266,503FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,744BOYAmt
EOY$2,583EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,686,363BOYAmt
EOY$1,267,870EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,174,652BOYAmt
EOY$4,005,587EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,118,798BOYAmt
EOY$1,130,802EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,127BOYAmt
EOY$87,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$465,124BOYAmt
EOY$608,075EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,843,819LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,765,540LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,022,253BOYAmt
EOY$7,078,279EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,881,476BOYAmt
EOY$5,609,579EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$3,704,319BOYAmt
EOY$3,474,232EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$540,378BOYAmt
EOY$645,905EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,605,234BOYAmt
EOY$23,910,412EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,134,249BOYAmt
EOY$3,223,164EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,072,417BOYAmt
EOY$488,870EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,528,671BOYAmt
EOY$2,350,027EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$360,273BOYAmt
EOY$334,884EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,624,709BOYAmt
EOY$6,692,375EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,720,319BOYAmt
EOY$13,089,320EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,948,171BOYAmt
EOY$10,009,766EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$936,744BOYAmt
EOY$811,326EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,884,915BOYAmt
EOY$10,821,092EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,605,234BOYAmt
EOY$23,910,412EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$707,789ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$643,966NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,530,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,930,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,182,956CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,533,734CurrentTaxYearMinus1YearAmt
Current Tax Year$22,630,173CurrentTaxYearAmt
Total$191,808,158TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,530,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,930,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,182,956CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,533,734CurrentTaxYearMinus1YearAmt
Current Tax Year$22,630,173CurrentTaxYearAmt
Total$191,808,158TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$191,808,158PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,070CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,463CurrentTaxYearMinus1YearAmt
Current Tax Year$111,114CurrentTaxYearAmt
Total$325,952TotalAmt
FieldValueIRS element (for citing)
Total Support$192,134,110TotalSupportAmt
Gross Receipts Rltd Activities$69,084,172GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99830PublicSupportCY170Pct
Public Support PY1700.99880PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$11,041OtherActivitiesAmt
Total Lobbying Expenditures$11,041TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationThe organization pays dues to associations of which a portion is attributable to lobbying activities.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$650,051OtherCostOrOtherBasisAmt
Book Value$650,051BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,704,604OtherCostOrOtherBasisAmt
Depreciation$5,116,441DepreciationAmt
Book Value$4,588,163BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,245,347OtherCostOrOtherBasisAmt
Depreciation$2,438,149DepreciationAmt
Book Value$1,807,198BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$243,817OtherCostOrOtherBasisAmt
Depreciation$210,950DepreciationAmt
Book Value$32,867BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,078,279TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Security Deposits$831
Due to State of Maine$268,892
Lease Obligations$3,625,929
Cash Overdrafts$152,346
Line of Credit$2,644,377
FieldValueIRS element (for citing)
Total Liability$6,692,375TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1The Barn RaisingEvent1Nm
Gross Receipts Event1$38,291GrossReceiptsEvent1Amt
Charitable Contri Event1$38,291CharitableContriEvent1Amt
Food And Beverage Event1$5,441FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$23,792OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$41,196GrossReceiptsEvent2Amt
Charitable Contri Event2$15,096CharitableContriEvent2Amt
Gross Revenue Event2$26,100GrossRevenueEvent2Amt
Rent Facility Costs Event2$10,790RentFacilityCostsEvent2Amt
Food And Beverage Event2$5,720FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$8,595OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$31,737GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$31,737CharitableContriOtherEventsAmt
Rent Fclty Costs Other Events$5,500RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$28,132OthDirectExpnssOtherEventsAmt
Gross Receipts Total$111,224GrossReceiptsTotalAmt
Charitable Contributions Tot$85,124CharitableContributionsTotAmt
Gross Revenue Total Events$26,100GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$16,290RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,161FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$60,519OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$87,970DirectExpenseSummaryEventsAmt
Net Income Summary-$61,870NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Aroostook Mental Health Services Inc
PO Box 1018CaribouME04736010276859501(c)(3)$35,000$0TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts.
Healthy Acadia
140 State Street Suite 1EllsworthME04605270548057501(c)(3)$20,000$0TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts.
Out Maine
PO Box 1723RocklandME04841203682307501(c)(3)$96,632$0TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts.
Penquis CAP Inc
262 Harlow Street PO Box 1162BangorME044021162016023748501(c)(3)$58,149$0TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts.
University of Southern Maine
PO Box 9300PortlandME04104016000769501(c)(3)$62,647$0TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts.
The Voices Project
6809 Armistead StreetLas VegasNV89149830895051501(c)(3)$81,920$0TOA is providing services in the Brunswick area.
Yellow Tulip Project
533 Congress StreetPortlandME04101814133634501(c)(3)$72,516$0TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts.
Wabanaki Health and Wellness
157 Park Street Suite 26BangorME04401043337456501(c)(3)$97,950$0TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts.
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThis is highly dependent on the contract. These are federal pass-throughs and are subject to single audits.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Joseph R Everett
President & CEO$182,402$0$0$0$10,497$0$4,874$0$11,077$0$208,850$0$0$0
Dawn A Ouellette
Chief Financial Officer$158,200$0$5,000$0$6,346$0$7,170$0$30,183$0$206,899$0$0$0
Sarah D Maxwell
Chief Operating Officer$137,708$0$5,000$0$7,135$0$3,110$0$21,402$0$174,355$0$0$0
Clare Loxterkamp
MAT Prescriber$142,704$0$9,203$0$0$0$1,330$0$21,057$0$174,294$0$0$0
Louise M Marsden
VP of Children & Family Services$130,994$0$5,000$0$5,183$0$4,007$0$10,793$0$155,977$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 7FormAndLineReferenceDesc
ExplanationDawn A. Ouellette, CFO, Clare Loxterkamp, MAT Prescriber, Sarah D. Maxwell, COO, Louise M. Marsden, VP of Children & Family Services, Karen A. Turgeon, VP of Programs, and Kelli Wedgewood, Clinical Supervisor, received bonuses in 2023 based on merit and performance.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MHHEFA Series 2015A BondBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN010314384BondIssuerEIN
CUSIP5604274R4CUSIPNum
Bond Issued2015-07-30BondIssuedDt
Issue Price$30,539,538IssuePriceAmt
PurposeBond refinancingPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool FinancingYes (1)PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$1,297,781RetiredAmt
Total Proceeds$3,647,808TotalProceedsAmt
Issuance Costs From Proceeds$62,094IssuanceCostsFromProceedsAmt
Other Spent Proceeds$3,585,714OtherSpentProceedsAmt
Substantial Completion2015SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Date Rebate Computation PerformedIssuer Name: MHHEFA Series 2015A Bond Date the Rebate Computation was Performed: 06/30/2022
Form 990, Schedule K:The amount of the issue price on Part I differs from the amount reported on Part II due to the fact the bond is a pooled financing bond. The amount reported on Part II represents The Opportunity Alliance's portion of the bond proceeds.

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$8,471NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$20,103NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, line 2In FY 24, a grant from the USDA enabled TOA to embed three multi-lingual employees from the Women, Infants, and Children program (WIC) in Maine Medical Center. This partnership connected more WIC-eligible families with the program, and provided them with critical counseling, referrals, and access to healthy food.
Form 990, Part III, line 3TOA no longer runs the Central Heat Improvement Program (CHIP): For major home improvements that allow residents to heat their home year after year, CHIP provides eligible homeowners with monetary grants to evaluate, repair, and/or replace components involved in heating a home. TOA also ended its partnership with Partners for Thriving Youth, which played a convening role, guiding or partnering with local stakeholders to develop policies, improve systems and change the environment in which people live, work or play.
Form 990, Part VI, Section B, line 11bThe draft is reviewed by the CFO. The draft is then presented to the Finance Committee by the audit firm. The Finance Committee reviews and makes a recommendation to the full Board of Trustees to approve. The Board of Trustees approves.
Form 990, Part VI, Section B, line 12cThe conflict-of-interest policy or ethics policy is reviewed annually. Statements are sent annually to the Board of Trustees and are signed, returned, and maintained on file. Statements are reviewed by the President.
Form 990, Part VI, Section B, line 15Human Resources is responsible for maintaining current tools to measure market value compensation including surveys at the national, state, and industry level. Job descriptions are assigned to various ranges of pay using a matrix that measures responsibility/complexity of job function. Changes to base pay are non-routine and supported with documentation. Supervisors approve compensation. Annually, the Executive Committee acts as a Compensation Committee to review compensation of the President and Chief Financial Officer and makes a recommendation to the Board of Trustees, who provide ultimate approval.
Form 990, Part VI, Section C, line 19The bylaws, governing policies, and audited financial statements are maintained at the administrative offices and are provided to the public upon request.
Form 990, Part X, Line 10: Land, Buildings, and EquipmentSection 1.263(a)-3(n) Election: The Opportunity Alliance 50 Lydia Lane South Portland, ME 04106 EIN 01-0274725 Section 1.263(a)-3(n) Election: The Opportunity Alliance is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line150 Monument Square LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 Lydia LaneAddressLine1Txt
CitySouth PortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04106ZIPCd
FieldValueIRS element (for citing)
EIN562519539EIN
Primary ActivitiesOwn and Manage Commercial PropertyPrimaryActivitiesTxt
Legal Domicile StateMELegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1The Opportunity AllianceBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Ingraham Housing CorporationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 Lydia LaneAddressLine1Txt
CitySouth PortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04106ZIPCd
FieldValueIRS element (for citing)
EIN010495250EIN
Primary ActivitiesObtains low income housing financing and lease propertiesPrimaryActivitiesTxt
Legal Domicile StateMELegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 12a, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1The Opportunity AllianceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Ingraham Housing CorporationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$188,194InvolvedAmt
Method Of Amount DeterminationCash ValueMethodOfAmountDeterminationTxt

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