UNIVERSITY OF SOUTHERN MAINE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SOUTHERN MAINE FOUNDATION (EIN 04-3350930)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-06
- IRS object ID
- 202510379349300236
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-06T14:10:15-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wipfli LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Long Creek Drive | AddressLine1Txt |
| City | South Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041062437 | 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 | 043350930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Southern Maine Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2077804708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9300 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041049300 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Corey Hascall | PersonNm |
| Person Title | Interim President & CEO | PersonTitleTxt |
| Phone | 2077804708 | PhoneNum |
| Signature | 2025-01-31 | 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 | Patrick Nicholas CPA | PreparerPersonNm |
| PTIN | P00289567 | PTIN |
| Phone | 2077745701 | PhoneNum |
| Preparation | 2025-01-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ainsley Newman Wallace | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9300 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041049300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,925,589 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.usm.maine.edu/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Support for the University of Southern Maine. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,684,810 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,826,991 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,159,870 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,847,571 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,027,454 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,251,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,872,134 | PYTotalRevenueAmt |
| CY Total Revenue | $8,925,589 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,220,695 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,478,130 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,163,254 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,219,073 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $399,763 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $39,147 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,132,105 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $410,375 | PYOtherExpensesAmt |
| CY Other Expenses | $496,522 | CYOtherExpensesAmt |
| PY Total Expenses | $8,194,087 | PYTotalExpensesAmt |
| CY Total Expenses | $20,232,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,678,047 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,307,283 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,792,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,556,091 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,370 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,742,338 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,515,721 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To actively build and steward resources in support of the University of Southern Maine's mission of education, research, and public service and to educate the public about the activities and programs of the University of Southern Maine. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,120,997 | ExpenseAmt |
| Grant | $17,478,130 | GrantAmt |
| Revenue | $1,847,571 | RevenueAmt |
| Desc | Building on the momentum of the Great University Campaign, the USM Foundation secured additional funding for endowed scholarship funds, like the Promise Scholarship, and established new endowed scholarship funds to support USM students and their access to a high-quality public education, including USM's Access to Education Scholarship.Continued to raise philanthropic funds in support of the University's Portland Campus transformation, including capital funds in support of the McGoldrick Center for Career and Student Success (opened fall of 2023) and the Crewe Center for the Arts (opening fall of 2025).Received significant philanthropic investment in USM's Esports program, the largest club sport at USM and the largest collegiate Esports program in Maine, to support the construction of an Esports Arena in a renovated space on USM's Gorham campus. | Desc |
| Total Program Service Expenses | $18,120,997 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Feld | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2072288521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Bedford Street 4th Floor | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Stephen deCastro | |||||||
| Chair | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dean Murray '87 | |||||||
| Vice Chair | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Timothy Griffin '05 '12G | |||||||
| Treasurer | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Todd Chamberlain | |||||||
| Secretary | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Daniel Crewe | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Justin Alfond | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kelly Barden | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Blaschke | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kelly Brewer '11 | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert H Dodge | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dajaun Eubanks | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mo Ibourk '03 '05G | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen Irish '81 | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Kleban '04 | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Marocco '81 | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca McKinnell '06 | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Casey Prentice | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Ryan | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lois Skillings '91G | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ian Slaymaker '07 PhD | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ray Stevens PhD '86 14H | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Varrell '00 | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Jacqueline Edmondson | |||||||
| Executive Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca Swanson Conrad | |||||||
| Affliliated Representative | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jana Magnuson | |||||||
| Volunteer Finance Committee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ainsley Newman Wallace | |||||||
| President | 40.00 | Yes (X) | $192,740 | $0 | $47,793 | ||
| Corey Hascall | |||||||
| Vice President | 40.00 | Yes (X) | $143,988 | $0 | $24,821 | ||
| Erin Macey | |||||||
| Executive Director | 40.00 | $119,750 | $0 | $42,170 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $456,478 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $114,784 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
| All Other Contributions | $5,826,991 | AllOtherContributionsAmt |
| Noncash Contributions | $236,424 | NoncashContributionsAmt |
| Total Contributions | $5,826,991 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advancements services | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,847,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,847,571 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,847,571 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,251,027 | TotalRevenueColumnAmt |
| Exclusion | $1,251,027 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,925,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,847,571 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,251,027 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,478,130 | TotalAmt |
| Program Services | $17,478,130 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,476 | TotalAmt |
| Program Services | $57,960 | ProgramServicesAmt |
| Management And General | $57,960 | ManagementAndGeneralAmt |
| Fundraising | $295,556 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,497 | TotalAmt |
| Program Services | $314,062 | ProgramServicesAmt |
| Management And General | $554,784 | ManagementAndGeneralAmt |
| Fundraising | $409,651 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,881 | TotalAmt |
| Program Services | $18,551 | ProgramServicesAmt |
| Management And General | $33,454 | ManagementAndGeneralAmt |
| Fundraising | $20,876 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,741 | TotalAmt |
| Program Services | $71,297 | ProgramServicesAmt |
| Management And General | $134,509 | ManagementAndGeneralAmt |
| Fundraising | $124,935 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,478 | TotalAmt |
| Program Services | $28,080 | ProgramServicesAmt |
| Management And General | $46,702 | ManagementAndGeneralAmt |
| Fundraising | $50,696 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,652 | TotalAmt |
| Program Services | $594 | ProgramServicesAmt |
| Management And General | $987 | ManagementAndGeneralAmt |
| Fundraising | $1,071 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,750 | TotalAmt |
| Program Services | $3,973 | ProgramServicesAmt |
| Management And General | $6,606 | ManagementAndGeneralAmt |
| Fundraising | $7,171 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,147 | TotalAmt |
| Fundraising | $39,147 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,571 | TotalAmt |
| Program Services | $6,427 | ProgramServicesAmt |
| Management And General | $10,690 | ManagementAndGeneralAmt |
| Fundraising | $37,454 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,977 | TotalAmt |
| Program Services | $22,598 | ProgramServicesAmt |
| Management And General | $37,582 | ManagementAndGeneralAmt |
| Fundraising | $40,797 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,466 | TotalAmt |
| Program Services | $14,218 | ProgramServicesAmt |
| Management And General | $23,614 | ManagementAndGeneralAmt |
| Fundraising | $25,634 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,992 | TotalAmt |
| Program Services | $8,726 | ProgramServicesAmt |
| Management And General | $14,512 | ManagementAndGeneralAmt |
| Fundraising | $15,754 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,482 | TotalAmt |
| Program Services | $29,871 | ProgramServicesAmt |
| Management And General | $49,681 | ManagementAndGeneralAmt |
| Fundraising | $53,930 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,319 | TotalAmt |
| Program Services | $2,533 | ProgramServicesAmt |
| Management And General | $4,213 | ManagementAndGeneralAmt |
| Fundraising | $4,573 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,988 | TotalAmt |
| Program Services | $1,788 | ProgramServicesAmt |
| Management And General | $2,973 | ManagementAndGeneralAmt |
| Fundraising | $3,227 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,043 | TotalAmt |
| Program Services | $907 | ProgramServicesAmt |
| Management And General | $1,503 | ManagementAndGeneralAmt |
| Fundraising | $1,633 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,282 | TotalAmt |
| Program Services | $61,282 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,232,872 | TotalAmt |
| Program Services | $18,120,997 | ProgramServicesAmt |
| Management And General | $979,770 | ManagementAndGeneralAmt |
| Fundraising | $1,132,105 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,252,682 | BOYAmt |
| EOY | $2,939,958 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,226,954 | BOYAmt |
| EOY | $10,712,144 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,150 | BOYAmt |
| EOY | $800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,862 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,862 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,951,349 | BOYAmt |
| EOY | $35,747,689 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,511 | BOYAmt |
| EOY | $155,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,792,646 | BOYAmt |
| EOY | $49,556,091 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,308 | BOYAmt |
| EOY | $40,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,308 | BOYAmt |
| EOY | $40,370 | 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 | $857,931 | BOYAmt |
| EOY | $683,303 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,884,407 | BOYAmt |
| EOY | $48,832,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,742,338 | BOYAmt |
| EOY | $49,515,721 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,792,646 | BOYAmt |
| EOY | $49,556,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$11,307,283 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,031,735 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $48,931 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,927,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,240,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,144,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,684,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,826,991 | CurrentTaxYearAmt |
| Total | $47,823,788 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,927,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,240,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,144,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,684,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,826,991 | CurrentTaxYearAmt |
| Total | $47,823,788 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,670,488 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,153,300 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $374,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $421,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,027,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,251,027 | CurrentTaxYearAmt |
| Total | $3,433,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,257,577 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,508,194 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58690 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,674,477 | BeginningYearBalanceAmt |
| Contributions | $1,370,340 | ContributionsAmt |
| Investment Earnings Or Losses | $3,569,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,216,886 | OtherExpendituresAmt |
| End Year Balance | $34,397,021 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,039,753 | BeginningYearBalanceAmt |
| Contributions | $1,980,972 | ContributionsAmt |
| Investment Earnings Or Losses | $2,836,792 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,183,040 | OtherExpendituresAmt |
| End Year Balance | $30,674,477 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,964,497 | BeginningYearBalanceAmt |
| Contributions | $2,020,950 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,838,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,107,687 | OtherExpendituresAmt |
| End Year Balance | $27,039,753 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,266,221 | BeginningYearBalanceAmt |
| Contributions | $3,166,994 | ContributionsAmt |
| Investment Earnings Or Losses | $6,393,912 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $862,630 | OtherExpendituresAmt |
| End Year Balance | $31,964,497 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,962,340 | BeginningYearBalanceAmt |
| Contributions | $1,864,204 | ContributionsAmt |
| Investment Earnings Or Losses | $213,278 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $773,601 | OtherExpendituresAmt |
| End Year Balance | $23,266,221 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20000 | 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 | $23,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,862 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Beneficial Interest In Char Rem Trust | $1,350,668 | F |
| UMaine System Investment Pool | $34,397,021 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,747,689 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $12,031,928 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,031,735 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $74,604 | OtherRevenueAmt |
| Revenue Not Reported | $3,106,339 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,925,589 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,925,589 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,258,545 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $25,673 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $25,673 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,232,872 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,232,872 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS, PROFESSORSHIPS AND OPERATIONS. |
| Part XI, Line 2d - Other Adjustments: | Change in value of beneficial interest 74,604. |
| Part XII, Line 2d - Other Adjustments: | Bad debts provision 25,673. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Counseling Service Co LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 824885 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191824885 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $39,147 | RetainedByContractorAmt |
| Net To Organization | -$39,147 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $39,147 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$39,147 | TotalNetToOrganizationAmt |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 14 Central St | BANGOR | ME | 04401 | 016000769 | $16,476,097 | $0 | USM programs & capital projects |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 14 Central St | BANGOR | ME | 04401 | 016000769 | $1,002,033 | $0 | Endowment income gifted to USM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | 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 | For restricted gifts - an invoicing system is used in accordance with an operating agreement established with the University of Maine System, and consistent with the donor's intentions. For endowment income gifted - the funds are remitted to University of Maine System to be used in accordance with donor agreements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ainsley Newman Wallace | ||||||||||||||
| President | $192,740 | $0 | $0 | $0 | $0 | $0 | $17,260 | $0 | $30,533 | $0 | $240,533 | $0 | $0 | $0 |
| Corey Hascall | ||||||||||||||
| Vice President | $143,988 | $0 | $0 | $0 | $0 | $0 | $13,780 | $0 | $11,041 | $0 | $168,809 | $0 | $0 | $0 |
| Erin Macey | ||||||||||||||
| Executive Director | $119,750 | $0 | $0 | $0 | $0 | $0 | $11,808 | $0 | $30,362 | $0 | $161,920 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The President/CEO's compensation is determined by the board and included in their written employment contract. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $236,424 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Line 11a explanation - The return is prepared by our outside auditors in conjuction with information provided by the Foundation. The draft return is provided to the Foundation's Finance & Audit Committee for review and discussion. The final draft return is reviewed by the Foundation's finance manager and then provided to the Foundation's Board of Directors for final approval. |
| Form 990, Part VI, Section B, line 12c | All officers and directors with voting authority annually complete USM Foundation's code of ethics and conflict of interest agreements. A checklist is maintained tracking all forms received and reviewed for compliance. |
| Form 990, Part VI, Section B, line 15a | The Board of Directors reviews and approves the compensation for the President. |
| Form 990, Part VI, Section C, line 19 | The Foundation does make its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, line 9: | Change in value of beneficial interest & life insurance 74,604. Bad Debts Provision -25,673. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USM Foundation Supporting Council | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9300 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814103942 | EIN |
| Primary Activities | Educational | PrimaryActivitiesTxt |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 5 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Southern Maine Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments