2025-05-01T07:41:16-05:00 2024-06-30 010463013 Purdy Powers & Company 130 Middle Street Portland MA 04101 990 2023-07-01 010378246 Southern Maine Planning and Development Commission SOUT 2075717065 110 Main Street Suite 1400 304 Saco ME 04072 Stephanie Carver Executive Director 2075717065 2025-04-30 1 1 Peter Way P03219061 2077753496 2025-04-30 2023 2025-03-06 01:10:19Z Stephanie Carver 110 Main Street Suite 1400 304 Saco ME 04072 5853569 0 X www.smrpc.org X 1981 ME To promote health, safety and education through planning activities with member municipalities and counties. 12 12 16 12 0 0 3768572 5470460 374289 374460 3595 5414 0 3235 4146456 5853569 654708 359493 0 0 1281819 1489454 0 0 0 518776 723860 2455303 2572807 1691153 3280762 10284655 13914242 1676533 2025358 8608122 11888884 X Founded in 1964 in response to an identified need for a coordinated effort for economic development and resource management, SMPDC has been conducting economic development, housing, and water quality planning and providing technical assistance to the municipalities in the region for over forty years. 0 0 2185720 359493 377695 Regional Planning Programs - Assist in preparing plans to promote the health, safety, education and general welfare of the area's residents. 2185720 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 X X Stephanie Carver Executive Director 2075717065 110 Main Street Suite 1400 Saco ME 04072 Brian Phinney Committee Member 1.00 X 0 0 0 Chris Osterrieder Committee Member 1.00 X 0 0 0 Erin Moriarty Committee Member 1.00 X 0 0 0 Jan Williams Chair 2.00 X X 0 0 0 Justin Chenette Committee Member 1.00 X 0 0 0 Karla Bergeron Committee Member 1.00 X 0 0 0 Katie Haley Committee Member 1.00 X 0 0 0 Keith McBride Committee Member 1.00 X 0 0 0 Keith Trefethen Committee Member 1.00 X 0 0 0 Kendra Amaral Treasurer 1.00 X X 0 0 0 Marybeth Gilbert Committee Member 1.00 X 0 0 0 Tracey Desjardins Committee Member 1.00 X 0 0 0 Paul Schumacher Excecutive Director 40.00 X 114886 0 31155 Stephanie Carver Transportation Director 40.00 X 106322 0 0 Lee Jay Feldman Land Use Director 40.00 X 103251 0 0 James Rather Strategic Initiatives Director 40.00 X 101535 0 0 Randall Davis Finance Director 40.00 X 101481 0 0 527475 0 31155 5 0 0 0 0 5470460 5470460 Regional Planning Prog 541900 249944 249944 Revolv loan fund inter 541900 124002 124002 MERG Admin Fees 541900 514 514 374460 5414 5414 Miscellaneous Revenue 900099 3235 3235 3235 5853569 377695 0 5414 X 359493 359493 114886 56521 58365 1039971 511640 528331 57360 28220 29140 184444 90742 93702 92793 45652 47141 103 103 29545 29545 414688 408586 6102 31560 11529 20031 19536 6870 12666 73747 73747 13394 7741 5653 5084 5084 29319 29319 Telephone 83308 16979 66329 Miscellaneous 19291 6970 12321 Dues & Subscriptions 4285 1659 2626 Allocated Management an 0 633118 -633118 2572807 2185720 387087 0 3468568 3519333 416079 326638 356751 444236 4852768 8070670 22394 26670 55619 47085 13618 8534 1154477 1518161 10284655 13914242 519064 503857 1157469 1521501 1676533 2025358 X 759886 691234 7848236 11197650 8608122 11888884 10284655 13914242 3280762 0 X X 0 1 X 1 1 1 X 1649709 42879038 7216160 3768572 5470460 60983939 1649709 42879038 7216160 3768572 5470460 60983939 60983939 65810 64629 67758 92625 129416 420238 3749 3749 61407926 1389552 0.99310 0.99370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55619 47085 8534 8534 Section 457 Plan Assets 1256862 Right of Use Asset 261299 1518161 Section 457 Plan Payable 1256862 Lease Obligation 264639 1521501 X 5853569 0 5853569 0 5853569 2572807 0 2572807 0 2572807 Part X, Line 2: Management of the Corporation believes it has no material uncertain tax positions and, accordingly it will not recognize any liability for unrecognized tax benefits. 1 Micro Loan Grants 139325 0 Community Development Block Grants Part I, Line 2: SMPDC follows the EPA designed protocol for providing grants to municipalities and non-profits. Monitoring of the grants takes place through the SMPDC hired environmental engineering firm who reviews all invoices for eligible activities, and also by the SMPDC Brownfields project manager who does the same. The SMPDC Director completes the final review and approves all disbursements in the form of a check. Form 990, Part VI, Section B, line 11b The final form 990 is reviewed by the Executive Director prior to filing with the IRS. Form 990, Part VI, Section B, line 15 The process for determining compensation for the executive director and officers includes a review by a personnel committee based on comparable data for similar positions. Form 990, Part VI, Section C, line 19 These documents are available upon request. Form 990, Part IX, line 11g Consultants: Program service expenses 408,586. Management and general expenses 0. Fundraising expenses 0. Total expenses 408,586. Professional Fees: Program service expenses 0. Management and general expenses 6,102. Fundraising expenses 0. Total expenses 6,102. Form 990, Part XII, Line 2c: This process has not changed from the prior year. Southern Maine Finance Agency 20 Pomerleau Street Suite 300 Biddeford ME 04005 010472964 ME 501(c)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 Southern Maine Finance Agency M 98527 Fair Market Value