UNITED WAY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY INC (EIN 01-0241767)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202511329349300206
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T05:59:41-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010241767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2078741000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 Forest Avenue 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan Coyne | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 2078741000 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Southern Maine Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dan Coyne | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 Forest Avenue 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,468,907 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uwsme.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 2498 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,447,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,876,231 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $186,777 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $216,917 | CYProgramServiceRevenueAmt |
| PY Investment Income | $643,191 | PYInvestmentIncomeAmt |
| CY Investment Income | $445,359 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,277,892 | PYTotalRevenueAmt |
| CY Total Revenue | $9,538,507 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,779,205 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,571,072 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,845,007 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,002,644 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,213,578 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,298,604 | PYOtherExpensesAmt |
| CY Other Expenses | $1,367,335 | CYOtherExpensesAmt |
| PY Total Expenses | $13,922,816 | PYTotalExpensesAmt |
| CY Total Expenses | $12,941,051 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,644,924 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,402,544 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,491,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,211,678 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,162,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,976,885 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,328,710 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,234,793 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | United Way of Southern Maine works with our community to quickly respond to emerging needs and tackle persistent issues, including child care, food insecurity, housing instability, and mental health. We do so by mobilizing the ideas, expertise, and resources of more than 300 businesses, foundations, government, and nonprofit partners and thousands of individuals. Together, we close gaps in early childhood development, create pathways to educational and employment opportunities, and increase access to mental health care and addiction prevention and intervention services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $919,592 | ExpenseAmt |
| Grant | $619,088 | GrantAmt |
| Desc | Goal 1: Give kids a strong start. Children will lead our communities tomorrow and we need them healthy, educated, and resilient. It takes all of us working to ensure that even the youngest children in Southern Maine have a strong start so they read at grade level in third grade. We know that until third grade, children are learning to read. After third grade, they are reading to learn. It is critical to their lifelong success. Success Measurement: By 2027, reduce the reading proficiency gap to no more than 10 percentage points between all third-grade students and students who have not fared as well. UWSM funding that supports Goal 1 enabled, among other things: - $330,400 invested in community schools with wraparound services, and high quality before/after school programming- $179,000 invested in preschool and early childhood education programs.- 8 new child care entrepreneurs graduated from the Child Care Incubator Program.- Supported two First4ME pilot sites to ensure child care providers have the resources they need to provide high-quality programming.- 700+ hours spent reading with children through UWSM's Volunteer Reader Program. Additionally, United Way of Southern Maine leads the following collaborative efforts toward this goal such as: - Emerging Leaders United of Southern Maine is a community of driven professionals from diverse backgrounds and careers who are committed to equipping young people with skills, solutions and resources for the future. Through volunteerism and financial support, members invest in programs that build a better tomorrow for students in Southern Maine while strengthening their network and creating lasting community connections. Emerging Leaders United currently invests in three unique Southern Maine programs: Our Place Portland, Boys and Girls Club of Southern Maine, and Portland Community Squash. Together, these programs address critical child care and learning opportunity gaps by focusing on providing enriching after school experiences that center on individualized tutoring, STEM exposure, and wellness activities to Southern Maine students and families who need them most.- The Child Care Incubator is an innovative partnership between United Way of Southern Maine, Coastal Enterprises Inc., Southern Maine Workforce Initiative, and Portland ConnectED-Starting Strong. The goal of the program is to support program participants in launching their child care businesses through partnerships with local corporations, housing authorities, and community partners. Program participants receive individualized case management and wrap around support, as well as structured learning opportunities through CEI's ongoing coursework to become licensed child care providers. The goal of the program is to increase access to affordable, high-quality early learning opportunities for Southern Maine residents by investing in entrepreneurs passionate about working with children.- Biddeford Ready! (BR!) is a collective impact project developed to address school readiness in children 0-5 in Biddeford. BR! has three areas of focus: 1) access to quality early learning opportunities, 2) increased awareness of the importance of school readiness, and 3) identification and mitigation of the impacts of adverse childhood experiences. UWSM serves as the backbone of this collective impact project. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,271,314 | ExpenseAmt |
| Grant | $876,325 | GrantAmt |
| Desc | Goal 2: Empower neighbors to thrive - not just survive. When people have the educational and employment opportunities to become financially stable, they can pay their rent on time and put food on the table. They are also better able to save for emergencies, buy a house, pay for college, and save for retirement. This is why we work together to ensure more individuals and families in Southern Maine are more financially secure through improved education and employment opportunities. Success Measurement: By 2027, 70% of households pay less than 30% of their income on housing. UWSM funding that supports Goal 2 enabled, among other things: - 698 households moved from homelessness to safe housing.- 1,425 households accessed or maintained resources to stay sheltered and safe. - Advocated for Housing First Programs, affordable housing, free community college, student loan repayment assistance, emergency heating assistance, and free tax assistance. - In 2024, CA$H Greater Portland served over 700 households returning over $1.3 million to taxpayers in State and Federal returns and saved filing fees. This included 137 households receiving the Earned Income Tax Credit. The average adjusted gross income of CA$H clients was $23,607.Additionally, United Way of Southern Maine leads the following collaborative efforts toward this goal such as: - Women United, an individual giving group of UWSM, invests donor contributions into local programs that advance single mothers and their families through comprehensive support designed to move them toward financial stability. Investments include (1) Anchoring Youth to Succeed Boys & Girls Clubs of Southern Maine and A Company of Girls. Afterschool program with wraparound services for Project WIN children and neighborhood youth. (2) MomCore York County Community Action Corporation. Targeted coaching program focused on improving financial knowledge and household stability. (3) Mothers Thriving New Ventures Maine. Flexible, six-session class series, group support, and coaching to build confidence and skills. (4) Project HOME Trust Quality Housing Coalition. Direct cash assistance, individualized skill building, and peer-to-peer support. (5) Project WIN (Women in Neighborhoods) The Opportunity Alliance. Gathers single mothers in a cohort and provides an evidence-based coaching model to help them identify and pursue goals for their families. - United Way of Southern Maine serves as the backbone for the Southern Maine Workforce Initiative (SMWI). SMWI is a collective impact collaborative that builds on the existing work and experience of 26 community organizations and connects with the public workforce system to address workforce development issues from both sides of the spectrum, creating a dual pipeline that aligns with the needs of jobseekers and employers. Serving Cumberland and York Counties, SMWI is a vital resource ensuring access to educational and employment opportunities for those who face the greatest barriers to entering or remaining in employment. Alongside our partners, SMWI has developed innovative solutions including The Bridge Program, a customized training program that combines industry-specific programming with comprehensive support services to remove barriers for individuals entering high-demand career fields such as healthcare and child care. Participants experienced decreased barriers to training and employment, gained knowledge of career pathways, earned recognized credentials, increased income, and gained access to employment benefits and job retention supports.- United Way of Southern Maine serves as the administrator for the Local Boards of the federal Emergency Food and Shelter National Board Program (EFSP) for Cumberland and York Counties. This program is designed to help communities respond to local emergency food and shelter needs. EFSP funds help local existing programs, such as food pantries and shelters, expand their capacity to serve those in need. Local funding decisions are made by the Local Board, which sets priorities, advertises the availability of funds, makes funding recommendations, and provides technical support to recipient organizations throughout the grant period. In FY 24, EFSP Phase 40 was released and provided $84,164 for Cumberland County and $62,385 for York County. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,061,965 | ExpenseAmt |
| Grant | $788,421 | GrantAmt |
| Desc | Goal 3: Help us all live longer, better lives. Today, too many lives are cut short due to barriers to health, such as untreated mental health issues and substance use disorder. This is why we work to ensure that everyone in Southern Maine has opportunities to live healthier lives to reduce preventable premature death. Success Measurement: By 2027, reduce preventable premature deaths by 10%. UWSM funding that supports Goal 3 enabled, among other things: - The opioid epidemic continues to ravage Southern Maine. In 2024 there were 490 overdose deaths across the state and 147 overdose deaths in Southern Maine. This represents a 19% decrease in overdose deaths from the previous year. This is the largest reduction in overdose deaths the state has seen in years. This reduction can be attributed to the prevalence of harm reduction supplies like naloxone and test strips, as well as greater access to and awareness of recovery resources. UWSM has contributed to this effort by establishing itself as a naloxone distribution site and targeting rural communities for naloxone training. UWSM staff have trained 100 people in overdose recognition and naloxone administration and distributed over 300 doses of naloxone to libraries, food panties, businesses, and recreation departments in Southern Maine.- 364 youth received support and services to heal from trauma and abuse.- Based on UWSM's ALICE (Asset Limited, Income Constrained, Employed) data, we know that 38% of households in Southern Maine are struggling to make ends meet. This means making tough financial choices about bills to pay each month. These decisions can be tough to handle mentally and emotionally, and in addition we know that 46% of adults in Maine who needed mental health care did not access it because of the cost. Through our community grant process, UWSM invested over $300,000 in nine programs to increase access and reduce barriers to behavioral health services in southern Maine.- 6,400 referrals to mental health and addiction resources in Southern Maine by UWSM supported 211 Maine. UWSM is proud to partner with United Ways of Maine and the State of Maine to provide free and confidential connections to local services including domestic violence, addiction treatment, health care, mental health resources, and financial assistance through the 211 program. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,100,926 | ExpenseAmt |
| Grant | $5,287,238 | GrantAmt |
| Revenue | $216,917 | RevenueAmt |
| Desc | - 211 Maine is a free, confidential program that provides information and referrals to people of all ages across Maine to local services that help them meet their basic needs. 211 Maine is based in Maine and available 24 hours a day, seven days a week, by phone, text, and online. 211 Maine helps people find information for resources across health and human services, including heating and utilities assistance, access to food pantries, housing and shelter, and mental health services through a toll-free telephone number (211), a text option (898-211), and a robust online directory at www.211Maine.org. 211 Maine is a partnership of the United Ways of Maine, the State of Maine Department of Health and Human Services, and The Opportunity Alliance as the contact center partner. Last year, 211 Maine Specialists fielded approximately 75,053 calls, texts, and emails, providing information and referral services, as well as operating specialized initiatives like the Opiate Helpline, Gambling Helpline, and fielding general questions about Maine's COVID-19 situation. 211 Maine provides emergency operations support during times of natural and other disasters, including assisting Maine Emergency Management Agency to field calls from those impacted by windstorms and floods and collect data to inform severity and locations of need, and direct people looking for local heating shelters or cooling centers. - Keep ME Warm is a statewide partnership of the seven United Ways in Maine and the ten Community Action Agencies (CAPs) to raise funds to supplement fuel assistance programs in Maine. Keep ME Warm is the only statewide fuel assistance fundraising effort in the state. United Way of Southern Maine is the custodian of the Keep ME Warm Fund and is responsible for collecting, distributing, and reporting. Funds contributed to the Keep ME Warm Fund are distributed based on a formula developed by United Ways in Maine and CAPs based on federal Low Income Home Energy Assistance Program (LIHEAP) distribution percentages and population. CAPs receive 50% of the funds, United Ways receive 25%, and 211 Maine receives 25% to fund emergency overnight assistance through 211 Maine. Donations to Keep ME Warm Fund provide emergency heating assistance. CAPs use the funds to help households that might not be eligible for limited federal, state or local fuel assistance programs. United Way funds support additional organizations and agencies in their communities that can help those in need of fuel assistance. 211 Maine aids in the distribution of funds for statewide overnight emergency fuel assistance for people who have no heat and have children or elderly family members in their household. More than $510,000 was raised for heating assistance through Keep ME Warm last year. United Way of Southern Maine estimates that more than 1,200 households were helped.- Designations are donor-directed contributions to health and human service organizations. Donors to United Way of Southern Maine's campaign may direct all or a portion of their contribution to specific nonprofit agencies that provide health and human services. Each agency's nonprofit 501(c)(3) status and compliance with the USA Patriot Act is verified before funds are distributed.- Volunteers play a vital role in improving people's lives and in helping United Way of Southern Maine reach our organizational goals. We know meaningful community solutions require more than just money, programs, or policies. The kind of real and lasting change that benefits everyone is only possible when people from all walks of life are willing to roll up their sleeves and go where their time and talent is most needed. United Way of Southern Maine is helping to support Thrive2027's (our community's commitment to three 10-year, community-wide goals, www.Thrive2027.org) success by guiding its vision and strategy, aligning partners, and sharing best practices. United Way of Southern Maine puts people at the heart of transforming their communities by calling on them to utilize their full range of assets - time, talent, and treasure. We believe volunteer efforts are the backbone of the community and strengthen the connections that create positive changes that benefit everyone. They help build the capacity of local non-profit agencies by enhancing and expanding the agency services to meet community needs. United Way of Southern Maine works with our corporate partners and others in the community to identify and recruit volunteers to fill identified needs in our schools and local nonprofits. These volunteer opportunities include readers, tax preparers, skills-based volunteers, and volunteers who are responsible for evaluating and decision-making recommendations for our community grants/investments. Through a collaborative effort with the United Ways in Maine, United Way of Southern Maine offers a statewide, searchable listing of volunteer opportunities at https://uwsme.galaxydigital.com/. This valuable tool allows organizations to post volunteer opportunities and individuals to perform a customized search. In addition to hosting and administering the site, we offer technical support to volunteers and non-profit organizations. United Way of Southern Maine organizes a variety of community events, including an annual food drive, Day of Action, literacy and meal kit assembly projects, and custom volunteer projects for corporate partners. In fiscal year 2024, 2,498 volunteers participated in custom volunteer projects or sat on United Way of Southern Maine committees and cabinets such the community investment committees, Resource Development cabinet, and many more. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,100,926 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,287,238 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $216,917 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,353,797 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carl Young | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078741000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 Forest Avenue Suite 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Todd Cesca | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Bourque | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kierston Van Soest | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Cotter Schlax | ||||||||
| Secretary/President/CEO | 40.00 | 1.00 | Yes (X) | Yes (X) | $192,862 | $0 | $13,273 | |
| Ahmed Abdirahman | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Ballute | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Abusana Micky Bondo | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Xavier Botana | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nathan Cadorette | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dora Clements | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dudley Davis PhD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Eagleson | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Garnett | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Garofalo | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Idella Glenn PhD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Caitlin Grant | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Quincy Hentzel | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Hussey | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robin LaBonte | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicole Devoe Lewis | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer McCarthy | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Luc Nya | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Hilary Rapkin | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Meredith Rousseau | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Esi Seng | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Small | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Stauffis | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Underberg | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lorelei Richey | ||||||||
| Past Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Coyne | ||||||||
| SVP, Community Impact & Governance | 40.00 | 0.00 | Yes (X) | $150,460 | $0 | $24,619 | ||
| Kristin Chase Duffy | ||||||||
| SVP, Technology & Communication | 40.00 | 0.00 | $132,687 | $0 | $11,681 | Yes (X) | ||
| Cameron Peden | ||||||||
| SVP, Resource Development and People | 40.00 | 0.00 | $105,153 | $0 | $28,877 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $581,162 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $78,450 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $98,296 | FederatedCampaignsAmt |
| Government Grants | $2,624,178 | GovernmentGrantsAmt |
| All Other Contributions | $6,153,757 | AllOtherContributionsAmt |
| Noncash Contributions | $85,435 | NoncashContributionsAmt |
| Total Contributions | $8,876,231 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Service Fees | 624200 | $175,752 | $175,752 |
| Miscellaneous Revenue | 624200 | $41,165 | $41,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $216,917 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,648 | TotalRevenueColumnAmt |
| Exclusion | $350,648 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,025,111 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,930,400 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,711 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,711 | TotalRevenueColumnAmt |
| Exclusion | $94,711 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,538,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,917 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $445,359 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,571,072 | TotalAmt |
| Program Services | $7,571,072 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,214 | TotalAmt |
| Program Services | $197,088 | ProgramServicesAmt |
| Management And General | $97,972 | ManagementAndGeneralAmt |
| Fundraising | $86,154 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,923,304 | TotalAmt |
| Program Services | $1,511,348 | ProgramServicesAmt |
| Management And General | $751,289 | ManagementAndGeneralAmt |
| Fundraising | $660,667 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,445 | TotalAmt |
| Program Services | $63,821 | ProgramServicesAmt |
| Management And General | $31,725 | ManagementAndGeneralAmt |
| Fundraising | $27,899 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,493 | TotalAmt |
| Program Services | $168,280 | ProgramServicesAmt |
| Management And General | $83,652 | ManagementAndGeneralAmt |
| Fundraising | $73,561 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,188 | TotalAmt |
| Program Services | $141,932 | ProgramServicesAmt |
| Management And General | $55,014 | ManagementAndGeneralAmt |
| Fundraising | $52,242 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,607 | TotalAmt |
| Management And General | $3,607 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,735 | TotalAmt |
| Management And General | $29,735 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,721 | TotalAmt |
| Management And General | $24,721 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,669 | TotalAmt |
| Program Services | $90,821 | ProgramServicesAmt |
| Management And General | $45,147 | ManagementAndGeneralAmt |
| Fundraising | $39,701 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,752 | TotalAmt |
| Program Services | $14,459 | ProgramServicesAmt |
| Management And General | $6,694 | ManagementAndGeneralAmt |
| Fundraising | $7,599 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,122 | TotalAmt |
| Program Services | $259,996 | ProgramServicesAmt |
| Management And General | $95,630 | ManagementAndGeneralAmt |
| Fundraising | $102,496 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,567 | TotalAmt |
| Program Services | $172,442 | ProgramServicesAmt |
| Management And General | $84,773 | ManagementAndGeneralAmt |
| Fundraising | $90,352 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,158 | TotalAmt |
| Program Services | $12,295 | ProgramServicesAmt |
| Management And General | $2,509 | ManagementAndGeneralAmt |
| Fundraising | $5,354 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,999 | TotalAmt |
| Program Services | $37,561 | ProgramServicesAmt |
| Management And General | $5,945 | ManagementAndGeneralAmt |
| Fundraising | $8,493 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,262 | TotalAmt |
| Program Services | $54,690 | ProgramServicesAmt |
| Management And General | $26,904 | ManagementAndGeneralAmt |
| Fundraising | $28,668 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,868 | TotalAmt |
| Program Services | $34,158 | ProgramServicesAmt |
| Management And General | $16,804 | ManagementAndGeneralAmt |
| Fundraising | $17,906 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,911 | TotalAmt |
| Program Services | $12,356 | ProgramServicesAmt |
| Management And General | $6,078 | ManagementAndGeneralAmt |
| Fundraising | $6,477 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Total | $22,964 | TotalAmt |
| Program Services | $11,478 | ProgramServicesAmt |
| Management And General | $5,477 | ManagementAndGeneralAmt |
| Fundraising | $6,009 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,941,051 | TotalAmt |
| Program Services | $10,353,797 | ProgramServicesAmt |
| Management And General | $1,373,676 | ManagementAndGeneralAmt |
| Fundraising | $1,213,578 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,847,237 | BOYAmt |
| EOY | $2,410,223 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,115 | BOYAmt |
| EOY | $2,278,236 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,135 | BOYAmt |
| EOY | $314,241 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,780 | BOYAmt |
| EOY | $129,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $853,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $448,055 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,615 | BOYAmt |
| EOY | $405,027 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,229,685 | BOYAmt |
| EOY | $11,284,542 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,770,516 | BOYAmt |
| EOY | $1,611,272 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,480 | BOYAmt |
| EOY | $1,778,202 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,491,063 | BOYAmt |
| EOY | $20,211,678 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,226 | BOYAmt |
| EOY | $698,303 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,895,127 | BOYAmt |
| EOY | $3,278,582 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,162,353 | BOYAmt |
| EOY | $3,976,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,864,025 | BOYAmt |
| EOY | $7,602,929 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,464,685 | BOYAmt |
| EOY | $8,631,864 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,328,710 | BOYAmt |
| EOY | $16,234,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,491,063 | BOYAmt |
| EOY | $20,211,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,402,544 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,217,997 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $90,630 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,175,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,598,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,359,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,447,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,876,231 | CurrentTaxYearAmt |
| Total | $50,456,867 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,175,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,598,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,359,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,447,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,876,231 | CurrentTaxYearAmt |
| Total | $50,456,867 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $843,509 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,613,358 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $281,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $633,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,648 | CurrentTaxYearAmt |
| Total | $1,750,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,207,809 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,296,597 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,167 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,732 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,899 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,924,152 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,941,051 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $797,053 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $199,263 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $632,773 | CurrentYearMinus3Amt |
| Current Year Minus2 | $677,502 | CurrentYearMinus2Amt |
| Current Year Minus1 | $846,141 | CurrentYearMinus1Amt |
| Current Year | $797,053 | CurrentYearAmt |
| Total | $2,953,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,430,204 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $9,304 | CurrentYearMinus3Amt |
| Current Year Minus2 | $14,668 | CurrentYearMinus2Amt |
| Current Year Minus1 | $15,662 | CurrentYearMinus1Amt |
| Current Year | $16,899 | CurrentYearAmt |
| Total | $56,533 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $158,193 | CurrentYearMinus3Amt |
| Current Year Minus2 | $169,376 | CurrentYearMinus2Amt |
| Current Year Minus1 | $211,535 | CurrentYearMinus1Amt |
| Current Year | $199,263 | CurrentYearAmt |
| Total | $738,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,107,551 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,728 | CurrentYearMinus3Amt |
| Current Year Minus2 | $7,367 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,158 | CurrentYearMinus1Amt |
| Current Year | $9,167 | CurrentYearAmt |
| Total | $30,420 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,229,685 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,516,701 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,146 | GrantsOrScholarshipsAmt |
| Other Expenditures | $427,961 | OtherExpendituresAmt |
| Administrative Expenses | $26,737 | AdministrativeExpensesAmt |
| End Year Balance | $11,284,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,555,189 | BeginningYearBalanceAmt |
| Contributions | $91,947 | ContributionsAmt |
| Investment Earnings Or Losses | $1,029,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,870 | GrantsOrScholarshipsAmt |
| Other Expenditures | $407,092 | OtherExpendituresAmt |
| Administrative Expenses | $24,720 | AdministrativeExpensesAmt |
| End Year Balance | $10,229,685 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,922,124 | BeginningYearBalanceAmt |
| Contributions | $236,645 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,169,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,437 | GrantsOrScholarshipsAmt |
| Other Expenditures | $393,004 | OtherExpendituresAmt |
| Administrative Expenses | $27,458 | AdministrativeExpensesAmt |
| End Year Balance | $9,555,189 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,528,210 | BeginningYearBalanceAmt |
| Contributions | $19,041 | ContributionsAmt |
| Investment Earnings Or Losses | $2,776,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,433 | GrantsOrScholarshipsAmt |
| Other Expenditures | $364,506 | OtherExpendituresAmt |
| Administrative Expenses | $24,573 | AdministrativeExpensesAmt |
| End Year Balance | $10,922,124 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,378,897 | BeginningYearBalanceAmt |
| Contributions | $134,022 | ContributionsAmt |
| Investment Earnings Or Losses | $377,241 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,340 | GrantsOrScholarshipsAmt |
| Other Expenditures | $327,997 | OtherExpendituresAmt |
| Administrative Expenses | $21,613 | AdministrativeExpensesAmt |
| End Year Balance | $8,528,210 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58947 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17624 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23429 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $853,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $448,055 | DepreciationAmt |
| Book Value | $405,027 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $405,027 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Perpetual Trusts | Desc |
| Book Value | $1,778,202 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,778,202 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Designations Payable | $1,616,670 |
| Due to Affiliate | $14,709 |
| Lease Liabilities, Operating Leases | $1,647,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,278,582 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,049,683 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,217,997 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $151,722 | OtherRevenueAmt |
| Revenue Not Reported | $1,369,719 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,679,964 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,721 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $833,822 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $858,543 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,538,507 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,143,600 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,143,600 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,721 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $772,730 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $797,451 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,941,051 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Income from United Way of Southern Maine's endowment is used to support the mission of United Way of Southern Maine. |
| Part X, Line 2: | United Way and 211 Maine are not-for-profit corporations as described in Section 501(c)(3) of the Code and as such are exempt from federal and state income taxes. Management has evaluated the United Way and 211 Maine's tax positions and concluded that they have maintained their tax-exempt status, do not have any significant unrelated business income, and have taken no uncertain tax positions that require adjustment to the consolidated financial statements. |
| Part XI, Line 2d - Other Adjustments: | Gain on Perpetual Trusts 151,722. |
| Part XI, Line 4b - Other Adjustments: | Donor Designated Contributions 833,822. |
| Part XII, Line 4b - Other Adjustments: | Donor Designated Grants & Awards 772,730. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (90 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 2-1-1 Maine Inc | |||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 300194364 | 501c3 | $207,925 | $0 | Community Investment | |
| A Company of Girls | |||||||||
| PO Box 7527 | Portland | ME | 04112 | 050631726 | 501c3 | $15,043 | $0 | Community Investment, Donor Designations | |
| American Lung Association | |||||||||
| 122 State Street | Augusta | ME | 04330 | 060646594 | 501c3 | $12,276 | $0 | Donor Designations | |
| American Red Cross of Southern Maine | |||||||||
| 2401 Congress Street | Portland | ME | 04102 | 010215209 | 501c3 | $6,379 | $0 | Donor Designations | |
| Apex Youth Connection | |||||||||
| PO Box 783 | Biddeford | ME | 04005 | 203684934 | 501c3 | $20,005 | $0 | Community Investment, Donor Designations | |
| Aroostook County Action Program | |||||||||
| PO Box 1116 | Presque Isle | ME | 04769 | 010315849 | 501c3 | $7,566 | $0 | Emergency Heating Assistance | |
| Avesta Housing | |||||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | 010315296 | 501c3 | $19,260 | $0 | Community Investment, Donor Designations | |
| Boston Children's Hospital | |||||||||
| 1295 Boylston Street Suite 320 | Boston | MA | 02115 | 042774441 | 501c3 | $18,000 | $0 | Community Investment | |
| Boys & Girls Clubs of Southern Maine | |||||||||
| PO Box 7830 | Portland | ME | 04112 | 010211543 | 501c3 | $203,455 | $0 | Community Investment, Donor Designations | |
| CAH Greater Portland | |||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $80,700 | $0 | Community Investment | |
| Caring Unlimited | |||||||||
| 965 Main St | Sanford | ME | 04073 | 010358141 | 501c3 | $22,078 | $0 | Community Investment, Donor Designations | |
| Catherine Morrill Day Nursery | |||||||||
| 96 Danford Street | Portland | ME | 04101 | 010211542 | 501c3 | $153,947 | $0 | Community Investment, Donor Designations | |
| Catholic Charities Maine | |||||||||
| PO Box 10660 | Portland | ME | 04104 | 010228225 | 501c3 | $780,275 | $0 | Community Investment, Donor Designations | |
| Center for Grieving Children | |||||||||
| PO Box 1438 | Portland | ME | 04104 | 010431501 | 501c3 | $79,475 | $0 | Community Investment, Donor Designations | |
| Children's Odyssey | |||||||||
| PO Box 6038 | Falmouth | ME | 04105 | 010475374 | 501c3 | $185,477 | $0 | Community Investment | |
| City of Portland | |||||||||
| 39 Congress Street Suite 2 | Portland | ME | 04101 | 016000032 | 501c3 | $1,375,228 | $0 | Community Investment | |
| Coastal Enterprises Inc | |||||||||
| 30 Federal Street Suite 100 | Brunswick | ME | 04011 | 010347504 | 501c3 | $99,545 | $0 | Community Investment | |
| Community Action Partnership of Strafford County | |||||||||
| 577 Central Avenue Suite 10 | Dover | NH | 03820 | 020268636 | 501c3 | $23,965 | $0 | Emergency Heating Assistance | |
| Community Concepts | |||||||||
| PO Box 278 | South Paris | ME | 04281 | 010424969 | 501c3 | $28,588 | $0 | Emergency Heating Assistance | |
| Community Dental | |||||||||
| 190 Park Ave | Portland | ME | 04102 | 237129502 | 501c3 | $12,320 | $0 | Community Investment, Donor Designations | |
| Continuum Arts Collective | |||||||||
| 76 Lower Main St | North Berwick | ME | 03906 | 811474197 | 501c3 | $15,000 | $0 | Community Investment | |
| Council For A Strong America | |||||||||
| 4 Jersey Circle | Topsham | ME | 04086 | 133840271 | 501c3 | $10,000 | $0 | Community Investment | |
| Count ME In - Educate Maine | |||||||||
| 482 Congress Street | Portland | ME | 04101 | 203559947 | 501c3 | $10,000 | $0 | Community Investment | |
| Day One | |||||||||
| 525 Main Street | South Portland | ME | 04106 | 010322532 | 501c3 | $194,303 | $0 | Community Investment, Donor Designations | |
| Fairtide | |||||||||
| 15 State Road | Kittery | ME | 03904 | 010525140 | 501c3 | $6,250 | $0 | Community Investment | |
| Four Directions Development Corp | |||||||||
| 20 Godfrey Dr | Orono | ME | 04473 | 010544468 | 501c3 | $6,227 | $0 | Emergency Heating Assistance | |
| Frannie Peabody Center | |||||||||
| 335 Valley Street | Portland | ME | 04102 | 010332769 | 501c3 | $36,014 | $0 | Community Investment, Donor Designations | |
| Freeport Community Services | |||||||||
| PO Box 119 | Freeport | ME | 04032 | 010332769 | 501c3 | $25,543 | $0 | Community Investment, Donor Designations | |
| Furniture Friends | |||||||||
| PO Box 631 | Westbrook | ME | 04098 | 010513662 | 501c3 | $9,933 | $0 | Community Investment, Donor Designations | |
| Gateway Community Services Maine | |||||||||
| 501 Forest Avenue | Portland | ME | 04101 | 813604505 | 501c3 | $10,000 | $0 | Community Investment | |
| Girl Scouts of Maine | |||||||||
| 138 Gannett Dr | South Portland | ME | 04106 | 010269802 | 501c3 | $19,625 | $0 | Community Investment, Donor Designations | |
| Good Shepherd Food Bank | |||||||||
| 3121 Hotel Road | Auburn | ME | 04210 | 222986809 | 501c3 | $8,050 | $0 | Donor Designations | |
| Goodwill Industries of Northern New England | |||||||||
| PO Box 8600 | Portland | ME | 04104 | 010284340 | 501c3 | $29,361 | $0 | Community Investment, Donor Designations | |
| Greater Portland Immigrant Welcome Center | |||||||||
| 4 Preble Street 4th Floor | Portland | ME | 04101 | 822844735 | 501c3 | $10,214 | $0 | Community Investment, Donor Designations | |
| Heart of Maine United Way | |||||||||
| 24 Springer Drive Suite 201 | Bangor | ME | 04401 | 010211478 | 501c3 | $17,592 | $0 | Community Investment | |
| Immigrant Legal Advocacy Project | |||||||||
| PO Box 17917 | Portland | ME | 04112 | 223260883 | 501c3 | $26,671 | $0 | Community Investment, Donor Designations | |
| In Her Presence | |||||||||
| 4 Milk Street Suite 201 | Portland | ME | 04101 | 475518548 | 501c3 | $49,504 | $0 | Community Investment | |
| Intercultural Community Center | |||||||||
| 36 Patrick Drive | Westbrook | ME | 04092 | 471737212 | 501c3 | $38,000 | $0 | Community Investment | |
| Kennebec Valley Community Action Program | |||||||||
| 97 Water Street | Waterville | ME | 04901 | 010277678 | 501c3 | $27,953 | $0 | Emergency Heating Assistance | |
| Kids First Center | |||||||||
| 51 US Route 1 Suite S | Scarborough | ME | 04074 | 222993035 | 501c3 | $8,550 | $0 | Community Investment, Donor Designations | |
| Kids Free to Grow | |||||||||
| 57 Portland Rd Unit 4 | Kennebunk | ME | 04043 | 010370891 | 501c3 | $5,556 | $0 | Community Investment, Donor Designations | |
| Learning Works | |||||||||
| 181 Brackett Street | Portland | ME | 04101 | 010353682 | 501c3 | $17,820 | $0 | Community Investment, Donor Designations | |
| Legal Services for the Elderly | |||||||||
| 5 Wabon Street | Augusta | ME | 04330 | 010359131 | 501c3 | $16,958 | $0 | Community Investment, Donor Designations | |
| The Locker Project | |||||||||
| PO Box 3134 | Portland | ME | 04104 | 471257754 | 501c3 | $16,854 | $0 | Community Investment | |
| Maine Association for New Americans | |||||||||
| PO Box 8002 | Portland | ME | 04104 | 462890018 | 501c3 | $73,031 | $0 | Community Investment | |
| Maine Association for the Education of Young Children | |||||||||
| 295 Water Street Suite 10 | Augusta | ME | 04330 | 061713614 | 501c3 | $30,833 | $0 | Community Investment | |
| Maine Foodscapes | |||||||||
| 22 Montgomery Road | North Windham | ME | 04062 | 834414589 | 501c3 | $7,637 | $0 | Community Investment, Donor Designations | |
| Maine Immigrants Rights Coalition | |||||||||
| 24 Preble Street Suite 306 | Portland | ME | 04101 | 823097991 | 501c3 | $199,793 | $0 | Community Investment | |
| MaineHealth | |||||||||
| 110 Free Street | Portland | ME | 04101 | 010431680 | 501c3 | $123,396 | $0 | Community Investment | |
| Midcoast Maine Community Action | |||||||||
| 34 Wing Farm Parkway | Bath | ME | 04530 | 010315732 | 501c3 | $9,114 | $0 | Emergency Heating Assistance | |
| Milestone Recovery | |||||||||
| 65 India Street | Portland | ME | 04101 | 016024344 | 501c3 | $88,650 | $0 | Community Investment, Donor Designations | |
| My Place Teen Center | |||||||||
| 755 Main Street | Westbrook | ME | 04092 | 010509578 | 501c3 | $5,231 | $0 | Donor Designations | |
| New Ventures Maine | |||||||||
| 46 University Drive | Augusta | ME | 04330 | 016000769 | 501c3 | $32,500 | $0 | Community Investment | |
| Northeast Hearing & Speech Center | |||||||||
| 75 West Commercial Street Suite 20 | Portland | ME | 04101 | 010228262 | 501c3 | $52,300 | $0 | Community Investment, Donor Designations | |
| Our Place Portland | |||||||||
| 8 Thurston Lane | Scarborough | ME | 04074 | 883309336 | 501c3 | $67,400 | $0 | Community Investment | |
| Palaver Strings | |||||||||
| 380 Cumberland Avenue Floor 2 | Portland | ME | 04101 | 474914834 | 501c3 | $10,000 | $0 | Community Investment | |
| Penquis CAP Inc | |||||||||
| PO Box 1162 | Bangor | ME | 04401 | 016023748 | 501c3 | $23,936 | $0 | Emergency Heating Assistance | |
| Pine Tree Legal Assistance | |||||||||
| PO Box 547 | Portland | ME | 04112 | 010279387 | 501c3 | $72,162 | $0 | Community Investment, Donor Designations | |
| Planned Parenthood of Northern New England | |||||||||
| 51 US Route 1 Suite C | Scarborough | ME | 04074 | 030222941 | 501c3 | $11,385 | $0 | Community Investment, Donor Designations | |
| Portland Community Health Center | |||||||||
| 180 Park Avenue | Portland | ME | 04102 | 454960453 | 501c3 | $26,000 | $0 | Community Investment, Donor Designations | |
| Portland Community Squash | |||||||||
| 66 Noyes Street | Portland | ME | 04103 | 462787590 | 501c3 | $25,000 | $0 | Community Investment | |
| Portland ConnectEd | |||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $11,000 | $0 | Community Investment | |
| Portland Housing Authority | |||||||||
| 14 Baxter Boulevard | Portland | ME | 04101 | 222527595 | 501c3 | $35,000 | $0 | Community Investment | |
| Portland Public Schools Portland Adult Education | |||||||||
| 14 Locust Street | Portland | ME | 04101 | 460749174 | 501c3 | $132,007 | $0 | Community Investment | |
| Portland Seamans Friend Society | |||||||||
| PO Box 777 | Windham | ME | 04062 | 010211545 | 501c3 | $22,659 | $0 | Community Investment | |
| Preble Street | |||||||||
| PO Box 1459 | Portland | ME | 04104 | 010418917 | 501c3 | $604,464 | $0 | Community Investment, Donor Designations | |
| Quality Housing Coalition | |||||||||
| 188 State St Suite 402 | Portland | ME | 04101 | 824353021 | 501c3 | $37,133 | $0 | Community Investment | |
| Salvation Army - Old Orchard Beach | |||||||||
| PO Box 375 | Old Orchard Beach | ME | 04064 | 135562351 | 501c3 | $6,313 | $0 | Community Investment, Donor Designations | |
| YMCA - SanfordSpringvale | |||||||||
| 1 Emile Levasseur Dr | Sanford | ME | 04073 | 010211814 | 501c3 | $8,837 | $0 | Community Investment, Donor Designations | |
| Sexual Assault Response Services of Southern Maine | |||||||||
| PO Box 1371 | Portland | ME | 04104 | 010343943 | 501c3 | $21,527 | $0 | Community Investment, Donor Designations | |
| Southern New Hampshire Services Inc | |||||||||
| 40 Pine Street | Manchester | NH | 03108 | 020268285 | 501c3 | $23,965 | $0 | Emergency Heating Assistance | |
| Spurwink | |||||||||
| 901 Washington Avenue | Portland | ME | 04103 | 010319802 | 501c3 | $60,192 | $0 | Community Investment, Donor Designations | |
| The Opportunity Alliance | |||||||||
| 50 Lydia Lane | South Portland | ME | 04106 | 010316041 | 501c3 | $386,458 | $0 | Community Investment, Heating Assistance, Donor Designations | |
| Through These Doors | |||||||||
| PO Box 704 | Portland | ME | 04104 | 011352636 | 501c3 | $41,799 | $0 | Community Investment, Donor Designations | |
| United Way of Androscoggin County | |||||||||
| PO Box 888 | Lewiston | ME | 04243 | 010316813 | 501c3 | $24,783 | $0 | Community Investment, Donor Designations | |
| United Way of Aroostook County | |||||||||
| 480 Main Street 3rd Floor | Presque Isle | ME | 04769 | 237147455 | 501c3 | $18,297 | $0 | Community Investment, Donor Designations | |
| United Way of Kennebec Valley | |||||||||
| 331 Water Street Suite 5 | Augusta | ME | 04330 | 016004404 | 501c3 | $25,181 | $0 | Community Investment, Donor Designations | |
| United Way of Mid Coast Maine | |||||||||
| 34 Wing Farm Parkway Suite 201 | Bath | ME | 04530 | 016004866 | 501c3 | $140,448 | $0 | Emergency Heating Assistance, Donor Designations | |
| United Way of the Tri-Valley Area | |||||||||
| PO Box 126 | Farmington | ME | 04938 | 010377559 | 501c3 | $15,360 | $0 | Community Investment, Donor Designations | |
| University of Southern Maine | |||||||||
| 188 Payson Smith Hall 96 Falmouth | Portland | ME | 04104 | 016000769 | 501c3 | $19,765 | $0 | Community Investment | Street |
| Vet to Vet Maine | |||||||||
| PO Box 1205 | Biddeford | ME | 04005 | 831092783 | 501c3 | $9,100 | $0 | Community Investment, Donor Designations | |
| Washington Hancock Community Action | |||||||||
| PO Box 280 | Milbridge | ME | 04658 | 520817684 | 501c3 | $6,216 | $0 | Emergency Heating Assistance | |
| Wayside Food Programs | |||||||||
| PO Box 1278 | Portland | ME | 04104 | 222806424 | 501c3 | $49,262 | $0 | Donor Designations | |
| Woodfords Family Services | |||||||||
| 15 Saunders Way Suite 900 | Westbrook | ME | 04104 | 010278395 | 501c3 | $10,855 | $0 | Community Investment | |
| YMCA of Southern Maine | |||||||||
| PO Box 1078 | Portland | ME | 04104 | 010211568 | 501c3 | $10,950 | $0 | Donor Designations | |
| York County Community Action | |||||||||
| PO Box 727 | Sanford | ME | 04073 | 016020406 | 501c3 | $128,775 | $0 | Community Investment, Emergency Heating Assistance, Donor Designations | |
| York Hospital | |||||||||
| 15 Hospital Dr | York | ME | 03909 | 010212444 | 501c3 | $10,000 | $0 | Community Investment | |
| Youth & Family Outreach | |||||||||
| 331 Cumberland Avenue | Portland | ME | 04101 | 010374597 | 501c3 | $158,619 | $0 | Community Investment, Donor Designations | |
| Youth Full Maine | |||||||||
| PO Box 745 | Biddeford | ME | 04005 | 822032867 | 501c3 | $9,731 | $0 | Community Investment | |
| Southern Maine Workforce Initiative | |||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $60,250 | $0 | Community Investment, Donor Designations | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 90 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Community Investments: Organizations receiving discretionary funding from United Way of Southern Maine undergo an intensive pre-screening process before being awarded funding. United Way of Southern Maine utilizes teams of community volunteers working in conjunction with staff to conduct this "Community Investment" review process. To be considered for funding, applicant organizations must meet basic certification standards, including verification of current status as an IRS Code Section 501(c)(3) nonprofit organization or other eligible agency. Applicant agencies are required to: 1) Submit a funding request, which includes an explanation of the proposed use of United Way of Southern Maine funding and a demonstration of the funding's impact through the program (how much, how well, difference made) in the community. 2) Submit agency and program-level budgets and other financial information, such as an audit or review of financial statements (based on organizational budget size), to demonstrate financial stability and adherence to sound fiscal policies and management practices. 3) Sign a contract with United Way of Southern Maine agreeing to all general provisions of the funding relationship, reporting requirements and compliance with applicable state and federal regulations. Community Impact staff regularly communicate with and monitor the progress of funded organizations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth Cotter Schlax | ||||||||||||||
| Secretary/President/CEO | $192,025 | $0 | $0 | $0 | $837 | $0 | $10,693 | $0 | $2,580 | $0 | $206,135 | $0 | $0 | $0 |
| Dan Coyne | ||||||||||||||
| SVP, Community Impact & Governance | $150,013 | $0 | $0 | $0 | $447 | $0 | $8,845 | $0 | $15,774 | $0 | $175,079 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Exchange Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Ben LaBelle and Michael Bourque, both Board Directors, have a business relationship. Hilary Rapkin and Michael Bourque, both Board Directors, have a business relationship. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent accounting firm and thoroughly reviewed by the Senior Director, Finance and Operations and Chief Operating and Communications Officer prior to review and approval by the President/CEO and Board of Directors prior to filing. A copy of the final Form 990 is provided to all Directors and is available on our website. |
| Form 990, Part VI, Section B, line 12c | United Way of Southern Maine's Code of Ethics is intended to guide and advance the ethical conduct of both volunteers and staff in carrying out their United Way of Southern Maine responsibilities. As part of the Code of Ethics, the Board of Directors and staff must avoid a conflict of interest or the appearance of a conflict of interest, which could tarnish the reputation of United Way of Southern Maine or undermine the public's trust in United Way of Southern Maine's staff and volunteers. To ensure that the best interests of United Way of Southern Maine are served, the Board of Directors and staff upon first being appointed, elected, or hired, disclose in writing, to the best of his or her knowledge, any potential conflicts of interest that involve the individual, his or her immediate relative, or any entity with which he or she is associated in a significant leadership or ownership capacity. Thereafter, these disclosures are updated annually, or sooner if changed circumstances in a particular case may warrant. The terms of all potential conflicts of interest are reviewed by management and reported to the Executive Committee of United Way of Southern Maine as necessary to ensure compliance with the Code of Ethics. |
| Form 990, Part VI, Section B, line 15 | The process of determining the compensation package of the President & CEO includes all elements noted: review and approval by independent board members, comparability data, and contemporaneous substantiation of the deliberation and decision by a board member present in the executive session where compensation is determined. |
| Form 990, Part VI, Section C, line 19 | United Way of Southern Maine's conflict of interest policy and most recent audited financial statements are available online at www.uwsme.org and its governing documents are available upon request. |
| Form 990, Part X, Line 10: Land, Buildings, and Equipment | Section 1.263(a)-3(n) Election: United Way, Inc. 550 Forest Avenue, Suite 100 Portland, ME 04101 EIN: 01-0241767 Section 1.263(a)-3(n) Election: United Way, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part XI, line 9: | Gain on Perpetual Trusts 151,722. Donor Designation Adjustment, Net -61,092. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 211 Maine Inc | ||||||||||
| 550 Forest Avenue Suite 100 | Portland | ME | 04101 | 300194364 | Health and human service information and referral service | ME | 501(c)(3) | Line 7 | United Way Inc | Yes (1) |
| Joseph How Charitable Trust | ||||||||||
| PO Box 1802 | Providence | RI | 02901 | 016010195 | Trust | RI | 501(c)(3) | PF | United Way Inc | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 211 Maine Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $207,925 | InvolvedAmt |
| Method Of Amount Determination | Cash Value | MethodOfAmountDeterminationTxt |
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