2023-04-18T14:06:17-04:00 2022-06-30 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DR SOUTH PORTLAND ME 04106 990 2021-07-01 010211478 HEART OF MAINE UNITED WAY HEAR 2079412800 700 MAIN STREET SUITE 1 BANGOR ME 04401 SHIRAR PATTERSON PRESIDENT & CEO 2079412800 2023-04-18 SHIRAR PATTERSON 999009999 AMY CHASSE P00967183 2077732986 2023-04-18 2021 2023-04-26 12:10:37Z X SHIRAR PATTERSON 700 MAIN STREET SUITE 1 BANGOR ME 04401 3034720 false X HOMEUNITEDWAY.ORG X 1937 ME THE MISSION OF HEART OF MAINE UNITED WAY IS TO MOBILIZE THE CARING POWER OF PEOPLE AND COMMUNITIES. THE ULTIMATE GOAL IS IMPROVING THE LIVES OF CHILDREN, FAMILIES, AND SENIORS IN EASTERN MAINE. WE STRIVE TO MAKE SURE CHILDREN ARE READY TO LEARN, FAMILIES ARE SAFE AND SELF-SUFFICIENT, AND SENIORS REMAIN INDEPENDENT AND ACTIVE. WE ACCOMPLISH OUR RESULTS BY BRINGING TOGETHER SUBJECT EXPERTS, BUSINESS LEADERS, DONORS, NEIGHBORHOODS, AND MEMBERS OF LOCAL NONPROFIT AGENCIES. THESE COMMUNITY MEMBERS HELP IDENTIFY OUR COMMUNITY'S MOST CRITICAL SOCIAL ISSUES. IN FORMING THESE PARTNERSHIPS, WE ARE BETTER ABLE TO ADDRESS THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND PREVENT THEM FROM HAPPENING. HOMEUW RAISES FUNDS FROM THE COMMUNITY TO ADDRESS THE UNDERLYING ROOT CAUSE OF THE COMMUNITY'S MOST PRESSING ISSUES. IN THE PAST YEAR MORE THAN 120,000 INDIVIDUALS WERE SUPPORTED THROUGH THE EFFORTS OF HOMEUW, WHICH REPRESENTS 1 IN 3 RESIDENTS OF EASTERN MAINE. 17 16 16 385 0 2477823 2541275 0 712066 412371 43829 36030 3233718 2989676 1592362 1242736 0 638169 656453 0 573218 407701 351095 2638232 2250284 595486 739392 6005814 5339304 636033 687949 5369781 4651355 X THE MISSION OF HEART OF MAINE UNITED WAY IS TO MOBILIZE THE CARING POWER OF PEOPLE AND COMMUNITIES. THE ULTIMATE GOAL IS IMPROVING THE LIVES OF CHILDREN, FAMILIES, AND SENIORS IN EASTERN MAINE. WE STRIVE TO MAKE SURE CHILDREN ARE READY TO LEARN, FAMILIES ARE SAFE AND SELF-SUFFICIENT, AND SENIORS REMAIN INDEPENDENT AND ACTIVE. WE ACCOMPLISH OUR RESULTS BY BRINGING TOGETHER SUBJECT EXPERTS, BUSINESS LEADERS, DONORS, NEIGHBORHOODS, AND MEMBERS OF LOCAL NONPROFIT AGENCIES. THESE COMMUNITY MEMBERS HELP IDENTIFY OUR COMMUNITY'S MOST CRITICAL SOCIAL ISSUES. IN FORMING THESE PARTNERSHIPS, WE ARE BETTER ABLE TO ADDRESS THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND PREVENT THEM FROM HAPPENING. HOMEUW RAISES FUNDS FROM THE COMMUNITY TO ADDRESS THE UNDERLYING ROOT CAUSE OF THE COMMUNITY'S MOST PRESSING ISSUES. IN THE PAST YEAR MORE THAN 120,000 INDIVIDUALS WERE SUPPORTED THROUGH THE EFFORTS OF HOMEUW, WHICH REPRESENTS 1 IN 3 RESIDENTS OF EASTERN MAINE. false false 1127348 1127348 OPPORTUNITY 2028 - THROUGH THE COMMUNITY GRANTING PROCESS, 30 COMMUNITY- BASED PROGRAMS IMPACT THE LIVES OF 40,000+ RESIDENTS ACROSS EASTERN MAINE. AS THE LARGEST PRIVATE FUNDER IN THE AREA, HOMEUW CURRENTLY MANAGES 659,791 IN GRANTS FOR 30 PROGRAMS IN 20 AGENCIES TO MEET BASIC NEEDS AND PROMOTE SELF-SUFFICIENCY; PREVENT, TREAT AND SUPPORT RECOVERY FROM SUBSTANCE USE DISORDER; AND ENSURE THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES. THE COMMUNITY MAPPING PROCESS ALLOWS HOMEUW TO IDENTIFY THE AREAS IN WHICH IT HAS A UNIQUE POSITION TO LEVERAGE RELATIONSHIPS AND COMMUNITY RESOURCES TO CREATE SOLUTIONS THROUGH COLLECTIVE IMPACT. THESE ONGOING COMMUNITY CONVERSATIONS LED HOMEUW TO EVOLVE THEIR COMMUNITY IMPACT WORK THROUGH A COLLECTIVE IMPACT PLAN KNOWN AS OPPORTUNITY 2028. THESE ARE ISSUES THAT HAVE MULTIPLE CAUSES AND CAN'T BE SOLVED WITH A QUICK-FIX SOLUTION. HOMEUW WORKS TO ADDRESS THE ISSUE AT ITS CORE. WITH DONORS,VOLUNTEERS, AND LIKE-MINDED ORGANIZATIONS, UNITED WAY COORDINATES EFFORTS AROUND CLEAR GOALS TO CREATE LASTING CHANGE THAT WILL IMPROVE LIVES AND COMMUNITY CONDITIONS TODAY AND FOR FUTURE GENERATIONS. THE GOALS OF OPPORTUNITY 2028 INCLUDE: MEETING BASIC NEEDS AND PROMOTING SELF-SUFFICIENCY BY MOVING 10,746 PEOPLE OUT OF POVERTY BY 2028 PREVENTING, TREATING AND SUPPORTING RECOVERY FROM SUBSTANCE USE DISORDER, ELIMINATING DEATHS DUE TO SUBSTANCE USE DISORDER BY 2028. ASSURING THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES BY INCREASING THE PERCENT OF CHILDREN READING PROFICIENTLY AT THE END OF THIRD GRADE TO 58% BY 2028. 15498 VOLUNTEERISM - THROUGH AN ONLINE DATABASE (VOLUNTEERME.UNITEDWAY.ORG) VOLUNTEERS ARE MATCHED TO MEANINGFUL OPPORTUNITIES THROUGHOUT THE REGION. ADDITIONALLY, THE VOLUNTEER CENTER OFFERS CAPACITY BUILDING AND TECHNICAL SUPPORT FOR AGENCIES THAT UTILIZE VOLUNTEERS BY PROVIDING REGULAR TRAINING OPPORTUNITIES, VOLUNTEER MANAGEMENT RESOURCES AND MONTHLY PEER TO PEER NETWORKING. THE VOLUNTEER CENTER IS ALSO RESPONSIBLE FOR COORDINATING DAYS OF CARING TWICE YEARLY TO ASSIST NONPROFITS IN THE REGION WITH ONE-DAY SERVICE PROJECTS THAT THEY OTHERWISE MAY NOT HAVE THE CAPACITY TO COMPLETE. 48583 211 - HOMEUW SUPPORTS 2-1-1 MAINE FOR THE 5-COUNTY AREA IT SERVES. 2-1-1 IS A COMPREHENSIVE STATEWIDE DIRECTORY OF OVER 10,000 HEALTH AND HUMAN SERVICES AVAILABLE IN MAINE. THE TOLL FREE 2-1-1 HOTLINE IS CONFIDENTIAL AND ANONYMOUS AND CONNECTS CALLERS TO TRAINED CALL SPECIALISTS WHO CAN HELP 24 HOURS A DAY, 7 DAYS A WEEK. FINDING THE ANSWERS TO HEALTH AND HUMAN SERVICES QUESTIONS AND LOCATING RESOURCES IS AS QUICK AND EASY AS DIALING 2-1-1, TEXTING YOUR ZIP CODE TO 898-211, OR BY VISITING 211MAINE.ORG. 211 PROVIDES HOMEUW WITH UP-TO-DATE DATA AROUND COMMUNITY NEEDS AND UNMET NEEDS ON A MONTHLY BASIS. WHILE CALL VOLUME AND TYPE VARY FROM MONTH TO MONTH THE TOP CALL CATEGORIES FOR THE PAST SEVERAL YEARS HAVE INCLUDED HEATING ASSISTANCE, UTILITIES ASSISTANCE, HOUSING, BASIC NEEDS-FOOD, MENTAL HEALTH SERVICES, HEALTH CARE/HEALTH INSURANCE, AND SUBSTANCE ABUSE SERVICES. CALL VOLUME SPIKES FOR HEATING ASSISTANCE SEPTEMBER THROUGH MARCH WITH HEATING ASSISTANCE CALLS OFTEN MAKING UP 60 - 70% OF THE CALLS. ADDITIONALLY, 211 RECEIVES CALLS FOR SEASONAL SERVICE NEEDS (THANKSGIVING AND CHRISTMAS), TAX SERVICES (JANUARY-MARCH), AND WEATHER-RELATED DISASTERS (I.E. ICE STORMS). 211 MAINE HAS ALSO PARTNERED WITH THE MAINE CDC TO ACT A RESOURCE BY PROVIDING TRUSTWORTHY INFORMATION TO RESIDENTS ABOUT THE COVID-19 PANDEMIC. 456303 115388 OTHERS - NEIGHBORS UNITED - THIS INITIATIVE LEVERAGES HOMEUW'S CONNECTIONS IN THE BUSINESS AND NONPROFIT SECTORS TO HELP PROVIDE NEEDED SUPPLIES TO RESIDENTS OF EASTERN MAINE. HOMEUW WORKS WITH NONPROFITS AND BUSINESSES TO CONNECT THOSE IN NEED OF SUPPLIES WITH THOSE WILLING TO DONATE THE NEEDED ITEMS THROUGH OUR NEIGHBORS UNITED DRIVES. HOMEUW HELPED OUR NEIGHBORS IN NEED OBTAIN OVER 100,000 WORTH OF GOODS (DIAPERS, SOCKS, TOOTHBRUSHES, SCHOOL SUPPLIES ETC.) VIA DONATIONS AND NEIGHBORS UNITED DRIVES. SINGLECARE - UNITED WAY IS THE OFFICIAL PARTNER OF SINGLECARE COMMUNITY SERVICE PARTNERSHIP. HOMEUW DISTRIBUTES PHARMACY DISCOUNT CARDS AT NO CHARGE TO ORGANIZATIONS AND INDIVIDUALS. SINGLECARE CARDS SAVE AN AVERAGE OF 5,500 RESIDENTS OF EASTERN MAINE 500,000 ANNUALLY IN PRESCRIPTION COSTS. PROJECT HEAT -THIS INITIATIVE PROVIDES SMALL GRANTS THAT HELP FAMILIES STAY SAFE THROUGH THE WINTER BY PROVIDING FUNDS FOR EMERGENCY HEATING ASSISTANCE, ENERGY AUDITS, WINTERIZATION, WEATHERIZATION, AND HANDS-ON TRAINING IN ENERGY SAVINGS METHODS. IN THE PAST YEAR, THIS PROGRAM NEARLY 30,000 IN GRANTS TO NON-PROFITS IN HOMEUW'S SERVICE AREA TO HELP LOCAL FAMILIES AND INDIVIDUALS IN NEED OF EMERGENCY ASSISTANCE. FOOD SECURITY - HOMEUW HAS HAD A LONG-STANDING FOCUS ON FOOD SECURITY THROUGH PROGRAMS LIKE THE FEMA EMERGENCY FOOD & SHELTER PROGRAM (EFSP), THE NATIONAL ASSOCIATION OF LETTER CARRIERS (NALC) FOOD DRIVE, AND HOMEUW'S FOOD DRIVES. HOMEUW IS COMMITTED TO RAISING THE RESOURCES NECESSARY TO MEET THE IMMEDIATE FOOD SECURITY NEEDS FOR THE REGION WHILE ADDRESSING THE UNDERLYING CAUSES OF HUNGER AND WORKING WITH PARTNERS TO STRENGTHEN THE FOOD SECURITY NETWORK. HOMEUW ADMINISTERED OVER 228,000 IN FEDERAL EFSP AIDE TO ORGANIZATIONS WITHIN PENOBSCOT COUNTY IN THE LAST YEAR. OVER THE PAST 10 YEARS THE NALC FOOD DRIVE HAS GENERATED OVER 1 MILLION POUNDS OF FOOD, TRANSLATING INTO NEARLY 825,000 MEALS VALUED OVER 1.9 MILLION DOLLARS. 456303 115388 1647732 true true false false false false false false false true true false false true true true true false false false false false false false true false false true false false false false false false false true false false true false false false false false false false false true 19 0 true 16 true false false false false false false false false X 17 16 false false false false false false false true true false false true true true true true true true false false X X X SHIRAR PATTERSON 2079412800 700 MAIN STREET SUITE 1 BANGOR ME 04401 ERIN BARRY CHAIR 1.00 X X 0 0 0 JESSAMINE POTTLE VICE CHAIR 1.00 X X 0 0 0 KRISTEN PERRY TREASURER 1.00 X X 0 0 0 DOUG MICHAEL SECRETARY 1.00 X X 0 0 0 PAT KIMBALL DIRECTOR 1.00 X X 0 0 0 DEBBIE GENDREAU DIRECTOR 1.00 X 0 0 0 AUSTIN MUCHEMORE DIRECTOR 1.00 X 0 0 0 RON RUSSELL DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SHAW DIRECTOR 1.00 X 0 0 0 ELIZABETH SUTHERLAND DIRECTOR 1.00 X 0 0 0 SHIRAR PATTERSON PRESIDENT & 40.00 X 97612 0 10535 WENDY DURRAH DIRECTOR 1.00 X 0 0 0 GERRY FORD DIRECTOR 1.00 X 0 0 0 KENDRA OVERLOCK DIRECTOR 1.00 X 0 0 0 DEBBIE LAURIE DIRECTOR 1.00 X 0 0 0 SUE MACKEY ANDREWS DIRECTOR 1.00 X 0 0 0 DEB SANFORD DIRECTOR 1.00 X 0 0 0 97612 10535 false false false 15778 3446 2522051 380131 2541275 206719 206719 205652 205652 205652 205652 33157 15778 45044 -11887 SERVICE FEES 900099 47074 47074 OTHER INCOME 900099 843 843 47917 2989676 47917 412371 1242736 1242736 116472 39883 26370 50219 440222 149181 98423 192618 15208 5733 3863 5612 45430 14403 9364 21663 39121 7494 18212 13415 7376 7376 61183 61183 6308 6308 59452 20670 38782 34367 1766 26389 6212 1815 1815 56146 56146 4744 3096 1243 405 10111 4008 3973 2130 62 62 24342 24342 7600 7600 6298 5488 810 OTHER ASSISTANCE 32769 32769 LICENSES AND FEES 31546 6513 22397 2636 VOLUNTEER/AGENCY MEETINGS 3956 1431 2461 64 DUES AND SUBSCRIPTIONS 3020 201 2819 150617 -356500 205883 2250284 1647732 29334 573218 14013 30559 381270 732200 454604 464196 53426 85614 26210 28597 139360 128061 10639 11299 4606363 3617032 459289 369807 6005814 5339304 58518 85012 577515 602937 636033 687949 X 1066039 1054697 4303742 3596658 5369781 4651355 6005814 5339304 X 739392 -1271203 -186615 X false true X true false X 2166618 2147017 2468160 2477823 2541275 11800893 2166618 2147017 2468160 2477823 2541275 11800893 11800893 145803 156838 160835 206383 206719 876578 12677471 130622 0.93090 0.93310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3601441 12542 -768086 135293 2710604 3074764 657081 130404 3601441 3174055 9967 25442 134700 3074764 3241657 3000 131008 201610 3174055 3044640 90000 225477 118460 3241657 0.06200 0.86720 0.07080 true false 139360 128061 11299 11299 BENEFICIAL INTERESTS IN PERPETUAL TR 362281 CASH SURRENDER VALUE OF LIFE INSURAN 7526 369807 ALLOCATIONS PAYABLE 355000 DESIGNATIONS PAYABLE 246612 CAPITAL LEASE OBLIGATION 1325 602937 X 1158631 -1271203 8905 -86884 -1349182 2507813 6308 475555 481863 2989676 1877057 8905 8905 1868152 6308 375824 382132 2250284 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF PERPETUAL TRUSTS -86,884 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 375,824 PROVISIONS FOR UNCOLLECTIBLES 99,731 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 375,824 SPONSORSHIPS 48935 15778 33157 3483 41561 48935 15778 33157 3483 41561 45044 -11887 true UNITED WAY OF SOUTHERN MAINE 550 FOREST AVE SUITE 100 PORTLAND ME 04101 010241767 501C3 7481 EDU, INC, HEALTH 211 MAINE - UNITED WAY OF SO ME 550 FOREST AVENUE PORTLAND ME 04101 300194364 501C3 46925 EDU, INC, HEALTH BANGOR AREA RECOVERY NETWORK 142 CENTER STREET BANGOR ME 04401 270363459 501C3 33720 EDU, INC, HEALTH BANGOR YMCA 17 SECOND STREET BANGOR ME 04401 010211485 501C3 51768 EDU, INC, HEALTH COBSCOOK INSTITUTE 10 COMMISSARY PT ROAD TRESCOTT ME 04652 010449348 501C3 33000 EDU, INC, HEALTH COMMON UNITY PLACE PO BOX 630 103 DR MANN RD SKOWHEGAN ME 04976 861793171 501C3 7500 EDU, INC, HEALTH COMMUNITY COMPASS PO BOX 552 BLUE HILL ME 04614 010288757 501C3 19691 EDU, INC, HEALTH DOVER FOXCROFT AREA FOOD CUPBOARD 76 NORTH STREET DOVER FOXCROFT ME 04426 474851960 501C3 8800 EDU, INC, HEALTH DOWNEAST AIDS NETWORK 5 LONG LANE 1 ELLSWORTH ME 04605 010441229 501C3 33000 EDU, INC, HEALTH DOWNEAST COMMUNITY PARTNERS 248 BUCKSPORT RD ELLSWORTH ME 04605 010288757 501C3 6277 EDU, INC, HEALTH EASTERN AREA AGENCY ON AGING 240 STATE STREET BREWER ME 04412 010328376 501C3 53769 EDU, INC, HEALTH FIRST STEP PREGNANCY RESOURCE CTR 336 MOUNT HOPE AVE SUITE 8 BANGOR ME 04401 010428432 501C3 5431 EDU, INC, HEALTH GOOD SAMARITAN AGENCY 100 RIDGEWOOD DRIVE BANGOR ME 04401 010211507 501C3 88195 EDU, INC, HEALTH GOOD SHEPHERD FOOD BANK PO BOX 1807 AUBURN ME 04211 222986809 501C3 11074 EDU, INC, HEALTH HABITAT FOR HUMANITY 382 HARLOW STREET BANGOR ME 04401 010441147 501C3 33527 EDU, INC, HEALTH HEALTHY ACADIA 140 STATE STREET 1 ELLSWORTH ME 04605 270548057 501C3 22257 EDU, INC, HEALTH HEALTHY PENINSULA PO BOX 945 BLUE HILL ME 04614 812799943 501C3 12029 EDU, INC, HEALTH HOSPICE VOLUNTEERS OF SOMERSET CTY PO BOX 658 SKOWHEGAN ME 04976 010465864 501C3 10000 EDU, INC, HEALTH INDEPENDENCE ADVOCATES OF MAINE PO BOX 457 ORONO ME 04473 010349310 501C3 16517 EDU, INC, HEALTH KVCAP 101 WATER ST WATERVILLE ME 04901 010277678 501C3 6250 EDU, INC, HEALTH LITERACY VOLUNTEERS OF BANGOR 354 HOGAN ROAD BANGOR ME 04401 237409749 501C3 19012 EDU, INC, HEALTH NEW HOPE FOR WOMEN PO BOX A ROCKLAND ME 04841 010377246 501C3 8395 EDU, INC, HEALTH OHI 25 FREEDOM PARKWAY HERMON ME 04401 010362709 501C3 12713 EDU, INC, HEALTH PENOBSCOT COMMUNITY HEALTH CENTER 103 MAINE AVENUE BANGOR ME 04401 010514750 501C3 33000 EDU, INC, HEALTH PENQUIS 262 HARLOW STREET BANGOR ME 04401 016023748 501C3 36414 EDU, INC, HEALTH PISCATAQUIS REGIONAL FOOD CTR PO BOX 264 DOVERFOXCROFT ME 04426 822245071 501C3 10252 EDU, INC, HEALTH SHAW HOUSE PO BOX 936 BANGOR ME 04402 010495262 501C3 101522 EDU, INC, HEALTH UNITED WAY OF AROOSTOOK COUNTY 830 MAIN STREET UNIT 4 PRESQUE ISLE ME 047692277 237147455 501C3 37661 EDU, INC, HEALTH UNITED WAY OF GREATER PORTLAND ONE CANAL PLAZA SUITE 300 PORTLAND ME 04101 010241767 501C3 22913 EDU, INC, HEALTH UNITED WAY OF MID-MAINE 105 KENNEDY MEMORIAL DRIVE WATERVILLE ME 04901 010233280 501C3 5046 EDU, INC, HEALTH WELLSPRING INC 98 CUMBERLAND STREET BANGOR ME 04401 222632367 501C3 47225 EDU, INC, HEALTH 31 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION COLLABORATES WITH ITS AGENCY PARTNERS DURING THE YEAR. VOLUNTEERS REVIEW FUNDED PROGRAMS SEMI-ANNUALLY TO DETERMINE PROGRESS TOWARD THE GOALS AND OUTCOMES UPON WHICH GRANTS ARE AWARDED. NON-AGENCY PARTNERS MUST PROVIDE PROOF THAT THEY ARE EXEMPT ORGANIZATIONS. SUTHERLAND WESTON ELIZABETH S. 2040 MARKETING EXPENSES false SCHEDULE L, PART V SUTHERLAND WESTON PROVIDES MARKETING SERVICES FOR THE ORGANIZATION. ELIZABETH SUTHERLAND, A PARTNER AT SUTHERLAND WESTON, SERVES AS A MEMBER OF THE BOARD. X 5 257586 MARKET VALUE X HEAT PUMP, GC 4 8905 MARKET VALUE X FOOD 1 70525 MARKET VALUE X BASIC NEEDS 1 43115 MARKET VALUE false true false FORM 990 - ORGANIZATION'S MISSION THE MISSION OF HEART OF MAINE UNITED WAY IS TO MOBILIZE THE CARING POWER OF PEOPLE AND COMMUNITIES. THE ULTIMATE GOAL IS IMPROVING THE LIVES OF CHILDREN, FAMILIES, AND SENIORS IN EASTERN MAINE. WE STRIVE TO MAKE SURE CHILDREN ARE READY TO LEARN, FAMILIES ARE SAFE AND SELF-SUFFICIENT, AND SENIORS REMAIN INDEPENDENT AND ACTIVE. WE ACCOMPLISH OUR RESULTS BY BRINGING TOGETHER SUBJECT EXPERTS, BUSINESS LEADERS, DONORS, NEIGHBORHOODS, AND MEMBERS OF LOCAL NONPROFIT AGENCIES. THESE COMMUNITY MEMBERS HELP IDENTIFY OUR COMMUNITY'S MOST CRITICAL SOCIAL ISSUES. IN FORMING THESE PARTNERSHIPS, WE ARE BETTER ABLE TO ADDRESS THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND PREVENT THEM FROM HAPPENING. HOMEUW RAISES FUNDS FROM THE COMMUNITY TO ADDRESS THE UNDERLYING ROOT CAUSE OF THE COMMUNITY'S MOST PRESSING ISSUES. IN THE PAST YEAR MORE THAN 120,000 INDIVIDUALS WERE SUPPORTED THROUGH THE EFFORTS OF HOMEUW, WHICH REPRESENTS 1 IN 3 RESIDENTS OF EASTERN MAINE. FORM 990, PAGE 2, PART III, LINE 4A OPPORTUNITY 2028 - THROUGH THE COMMUNITY GRANTING PROCESS, 30 COMMUNITY- BASED PROGRAMS IMPACT THE LIVES OF 40,000+ RESIDENTS ACROSS EASTERN MAINE. AS THE LARGEST PRIVATE FUNDER IN THE AREA, HOMEUW CURRENTLY MANAGES 659,791 IN GRANTS FOR 30 PROGRAMS IN 20 AGENCIES TO MEET BASIC NEEDS AND PROMOTE SELF-SUFFICIENCY; PREVENT, TREAT AND SUPPORT RECOVERY FROM SUBSTANCE USE DISORDER; AND ENSURE THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES. THE COMMUNITY MAPPING PROCESS ALLOWS HOMEUW TO IDENTIFY THE AREAS IN WHICH IT HAS A UNIQUE POSITION TO LEVERAGE RELATIONSHIPS AND COMMUNITY RESOURCES TO CREATE SOLUTIONS THROUGH COLLECTIVE IMPACT. THESE ONGOING COMMUNITY CONVERSATIONS LED HOMEUW TO EVOLVE THEIR COMMUNITY IMPACT WORK THROUGH A COLLECTIVE IMPACT PLAN KNOWN AS OPPORTUNITY 2028. THESE ARE ISSUES THAT HAVE MULTIPLE CAUSES AND CAN'T BE SOLVED WITH A QUICK-FIX SOLUTION. HOMEUW WORKS TO ADDRESS THE ISSUE AT ITS CORE. WITH DONORS,VOLUNTEERS, AND LIKE-MINDED ORGANIZATIONS, UNITED WAY COORDINATES EFFORTS AROUND CLEAR GOALS TO CREATE LASTING CHANGE THAT WILL IMPROVE LIVES AND COMMUNITY CONDITIONS TODAY AND FOR FUTURE GENERATIONS. THE GOALS OF OPPORTUNITY 2028 INCLUDE: MEETING BASIC NEEDS AND PROMOTING SELF-SUFFICIENCY BY MOVING 10,746 PEOPLE OUT OF POVERTY BY 2028 PREVENTING, TREATING AND SUPPORTING RECOVERY FROM SUBSTANCE USE DISORDER, ELIMINATING DEATHS DUE TO SUBSTANCE USE DISORDER BY 2028. ASSURING THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES BY INCREASING THE PERCENT OF CHILDREN READING PROFICIENTLY AT THE END OF THIRD GRADE TO 58% BY 2028. FORM 990, PAGE 2, PART III, LINE 4C 211 - HOMEUW SUPPORTS 2-1-1 MAINE FOR THE 5-COUNTY AREA IT SERVES. 2-1-1 IS A COMPREHENSIVE STATEWIDE DIRECTORY OF OVER 10,000 HEALTH AND HUMAN SERVICES AVAILABLE IN MAINE. THE TOLL FREE 2-1-1 HOTLINE IS CONFIDENTIAL AND ANONYMOUS AND CONNECTS CALLERS TO TRAINED CALL SPECIALISTS WHO CAN HELP 24 HOURS A DAY, 7 DAYS A WEEK. FINDING THE ANSWERS TO HEALTH AND HUMAN SERVICES QUESTIONS AND LOCATING RESOURCES IS AS QUICK AND EASY AS DIALING 2-1-1, TEXTING YOUR ZIP CODE TO 898-211, OR BY VISITING 211MAINE.ORG. 211 PROVIDES HOMEUW WITH UP-TO-DATE DATA AROUND COMMUNITY NEEDS AND UNMET NEEDS ON A MONTHLY BASIS. WHILE CALL VOLUME AND TYPE VARY FROM MONTH TO MONTH THE TOP CALL CATEGORIES FOR THE PAST SEVERAL YEARS HAVE INCLUDED HEATING ASSISTANCE, UTILITIES ASSISTANCE, HOUSING, BASIC NEEDS-FOOD, MENTAL HEALTH SERVICES, HEALTH CARE/HEALTH INSURANCE, AND SUBSTANCE ABUSE SERVICES. CALL VOLUME SPIKES FOR HEATING ASSISTANCE SEPTEMBER THROUGH MARCH WITH HEATING ASSISTANCE CALLS OFTEN MAKING UP 60 - 70% OF THE CALLS. ADDITIONALLY, 211 RECEIVES CALLS FOR SEASONAL SERVICE NEEDS (THANKSGIVING AND CHRISTMAS), TAX SERVICES (JANUARY-MARCH), AND WEATHER-RELATED DISASTERS (I.E. ICE STORMS). 211 MAINE HAS ALSO PARTNERED WITH THE MAINE CDC TO ACT A RESOURCE BY PROVIDING TRUSTWORTHY INFORMATION TO RESIDENTS ABOUT THE COVID-19 PANDEMIC. FORM 990, PAGE 2, PART III, LINE 4D OTHERS - NEIGHBORS UNITED - THIS INITIATIVE LEVERAGES HOMEUW'S CONNECTIONS IN THE BUSINESS AND NONPROFIT SECTORS TO HELP PROVIDE NEEDED SUPPLIES TO RESIDENTS OF EASTERN MAINE. HOMEUW WORKS WITH NONPROFITS AND BUSINESSES TO CONNECT THOSE IN NEED OF SUPPLIES WITH THOSE WILLING TO DONATE THE NEEDED ITEMS THROUGH OUR NEIGHBORS UNITED DRIVES. HOMEUW HELPED OUR NEIGHBORS IN NEED OBTAIN OVER 100,000 WORTH OF GOODS (DIAPERS, SOCKS, TOOTHBRUSHES, SCHOOL SUPPLIES ETC.) VIA DONATIONS AND NEIGHBORS UNITED DRIVES. SINGLECARE - UNITED WAY IS THE OFFICIAL PARTNER OF SINGLECARE COMMUNITY SERVICE PARTNERSHIP. HOMEUW DISTRIBUTES PHARMACY DISCOUNT CARDS AT NO CHARGE TO ORGANIZATIONS AND INDIVIDUALS. SINGLECARE CARDS SAVE AN AVERAGE OF 5,500 RESIDENTS OF EASTERN MAINE 500,000 ANNUALLY IN PRESCRIPTION COSTS. PROJECT HEAT -THIS INITIATIVE PROVIDES SMALL GRANTS THAT HELP FAMILIES STAY SAFE THROUGH THE WINTER BY PROVIDING FUNDS FOR EMERGENCY HEATING ASSISTANCE, ENERGY AUDITS, WINTERIZATION, WEATHERIZATION, AND HANDS-ON TRAINING IN ENERGY SAVINGS METHODS. IN THE PAST YEAR, THIS PROGRAM NEARLY 30,000 IN GRANTS TO NON-PROFITS IN HOMEUW'S SERVICE AREA TO HELP LOCAL FAMILIES AND INDIVIDUALS IN NEED OF EMERGENCY ASSISTANCE. FOOD SECURITY - HOMEUW HAS HAD A LONG-STANDING FOCUS ON FOOD SECURITY THROUGH PROGRAMS LIKE THE FEMA EMERGENCY FOOD & SHELTER PROGRAM (EFSP), THE NATIONAL ASSOCIATION OF LETTER CARRIERS (NALC) FOOD DRIVE, AND HOMEUW'S FOOD DRIVES. HOMEUW IS COMMITTED TO RAISING THE RESOURCES NECESSARY TO MEET THE IMMEDIATE FOOD SECURITY NEEDS FOR THE REGION WHILE ADDRESSING THE UNDERLYING CAUSES OF HUNGER AND WORKING WITH PARTNERS TO STRENGTHEN THE FOOD SECURITY NETWORK. HOMEUW ADMINISTERED OVER 228,000 IN FEDERAL EFSP AIDE TO ORGANIZATIONS WITHIN PENOBSCOT COUNTY IN THE LAST YEAR. OVER THE PAST 10 YEARS THE NALC FOOD DRIVE HAS GENERATED OVER 1 MILLION POUNDS OF FOOD, TRANSLATING INTO NEARLY 825,000 MEALS VALUED OVER 1.9 MILLION DOLLARS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD RECEIVES A COPY OF THE 990 TO BE FILED. THE FINANCE COMMITTEE REVIEWS THE 990 AND MAKES INQUIRIES OR COMMENTS FOR EDITS BEFORE THE 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, BOARD MEMBERS ARE ASKED TO SIGN THE CONFLICT OF INTEREST POLICY DECLARING ANY CONFLICTS THEY OR FAMILY MEMBERS HAVE. A GRID WITH THE RESPONSES IS GIVEN TO THE BOARD CHAIR AND GOVERNANCE COMMITTEE CHAIR. AT THE START OF EACH MEETING, THE BOARD CHAIR ASKS IF THERE ARE ANY CONFLICTS WITH ANY ITEMS ON THE AGENDA. IF THERE ARE POSSIBLE CONFLICTS IDENTIFIED, THE BOARD MEMBER(S) ARE ASKED TO LEAVE THE ROOM DURING DELIBERATIONS AND THE CONFLICT DISCLOSURE IS NOTED IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE SETS THE CEO COMPENSATION DURING THE FISCAL YEAR BUDGETING PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 HEART OF MAINE UNITED WAY POSTS THE WHISTLEBLOWER AND CONFLICT OF INTEREST POLICIES, ORGANIZATIONAL BY-LAWS, AND THE ANNUAL AUDIT AND 990 ON ITS PUBLIC WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF PERPETUAL TRUSTS -86,884 PROVISION FOR UNCOLLECTIBLES -99,731 TOTAL -186,615