2021-02-24T09:26:29-06:00 2020-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress Street Portland ME 04102 990 2019-07-01 010241767 United Way Inc d/b/a United Way of Greater Portland UNIT 2078741000 550 Forest Avenue No 100 Portland ME 04101 Liz Cotter Schlax President/CEO 2078741000 2021-02-17 1 Joseph R Byrne P01289281 2077752387 2021-02-17 2019 2022-09-23 18:48:47Z X United Way of Greater Portland Liz Cotter Schlax 550 Forest Avenue No 100 Portland ME 04101 12794822 0 X www.unitedwaygp.org X 1929 ME Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health. 29 28 44 1776 0 0 8085531 9175021 455762 201878 222234 229220 0 0 8763527 9606119 5486517 5785960 0 0 2731010 2933596 0 0 1258332 1200186 1121820 9417713 9841376 -654186 -235257 19226817 17437834 4146444 2400459 15080373 15037375 X For 90 years, United Way of Greater Portland has served and strengthened Greater Portland by mobilizing the caring power of our community. Today, we, as a backbone organization, are uniting individuals and organizations around our community's shared vision, Thrive2027, three 10-year goals to improve education, financial stability, and health for every person in Greater Portland. With community partners, we build on strategies that are known to achieve the best results, and we rigorously evaluate our progress. And because we believe everyone has a role to play in building a thriving community, we actively seek to engage donors, advocates, and volunteers to create measurable, long-lasting community change. 0 0 1137306 966330 0 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 Greater Portland 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, 70% of children read proficiently at the end of third grade. UWGP funding that supports Goal 1 enabled, among other things:1. 510 children in early childhood programs to meet their developmental milestones and 334 children to be better prepared to enter kindergarten. 2. 66 elementary school children from Portland's East Bayside neighborhood to strengthen their language and reading skills.3. 47 early childhood educators to receive professional development and coaching around supporting children's social-emotional learning and managing challenging behaviors.Additionally, United Way of Greater Portland invests in or supports the following collaborative efforts toward this goal such as: Brick & Beam Society, an Individual Giving Group of United Way of Greater Portland, is a collaboration of young adult professionals investing their time, skills, and finances to impact the Thrive2027 goal around early childhood education. They focus their funding around STEM and literacy programming for under-served kids in Cumberland County. Funding supports Palaver Strings' Palaver Music Center to collaborate with local partner organizations in providing easily accessible, early childhood education for students ages birth-5, introductory string classes for pre-kindergarten students, and well-rounded instrumental music instruction to students age 6-18. They also fund the Boys & Girls Club of Southern Maine in developing their comprehensive menu of after-school and summer STEM offerings to reduce the achievement gap for the low-income and ethnically diverse 175 youth they serve.Count ME In is an innovative partnership of schools, parents, youth, and community organizations working to improve elementary school attendance. They work with 12 schools from four school districts to increase their capacity to achieve and maintain high-fidelity implementation, which includes generating annual attendance data reports to inform their efforts. Coordinating with local and State agencies, they impact policies and practices that reduce chronic absenteeism.The Children's Initiative Early Childhood Education Collaborative (ECEC) is a trauma-focused prevention and intervention program of Maine Behavioral Healthcare, which implements targeted program tactics proven to enhance the quality and sustainability of early childhood programs. ECEC provides education about infant and early childhood mental health, early childhood exposure to trauma, trauma-informed leadership, family engagement and professional resilience. These strategies increase support for 51 teachers and staff and provide them with the skills needed to increase behavior management efficacy. The overarching goal is to bolster the ability of community-based early childhood education programs to serve the next generation. 2056704 1800261 0 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 Greater Portland 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. UWGP funding that supports Goal 2 enabled, among other things: 1. 70 individuals enrolled in employment support and training. An additional 49 secured & maintained employment for at least 3 months. 2. 180 youth and adults completed their high school education through Adult Education classes preparing them for postsecondary education and/or employment. 3. 524 households received free tax preparation through CA$H Greater Portland. These individuals and families saved $158,200 in income tax preparation fees and received $1.1 million in federal and state income tax refunds, including $299,611 in federal Earned Income Tax Credits. Additionally, United Way of Greater Portland invests in or supports the following collaborative efforts toward this goal such as: 1. Funded by Women United, an Individual Giving Group of UWGP, The Opportunity Alliance's Project WIN (Women in Neighborhoods) is a collaboration that works with a group of single mothers and their children living in Portland's East Bayside neighborhood. Project WIN engages community partners like Southern Maine Community College, Portland Adult Education, Head Start, Pine Tree Legal, and East End Community School to help parents pursue employment skills and education goals to improve their own economic security and stability, while simultaneously ensuring their children are on a path at an early age to foster a love of learning. The program served 12 single-mothers and 39 children. By focusing jointly on the development of both mother and child(ren), Project WIN engages families using a two-generation approach. Women United supports this initiative because they know children and families do better when they both have every opportunity to succeed in school, in work, and as a family. 2. United Way of Greater Portland serves as the backbone for the Greater Portland Workforce Initiative (GPWI). GPWI is a collective impact collaborative that builds on the existing work and experience of 21 community organizations and connects with the public workforce system to create a dual-customer pipeline aligning with the needs of jobseekers and employers. To achieve this, the GPWI identifies sector-specific opportunities for sustainable employment, engages employers for input into the core and occupational skills required for increased employment of jobseekers with barriers to employment, provides individuals with barriers the skills and supports necessary to enter into the identified pathways, and provides employers with access to qualified jobseekers. Among their various projects, the GPWI offers a Bridge to Certified Nursing Assistants (CNA)/Healthcare Careers along with 6 Healthcare employer advisors, an employer-supported Job and Resource Fair focused on individuals reentering from incarceration, and an intensive English language acquisition class. Twenty-seven individuals received job relevant credentials through GPWI. 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. The Bridge has shown remarkable success, received incredible support, and is recognized as a best practice. 3. United Way of Greater Portland serves as the Cumberland County administrator for the Local Board of the federal Emergency Food and Shelter National Board Program (EFSP). This program is designed to help communities respond to local emergency food and shelter needs. EFSP funds to 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. EFSP's. In FY 20, EFSP awarded $2,347,527 to organizations in Cumberland County through two rounds of Supplemental Appropriation for Humanitarian Aid, CARES Act funding and Phase 37. 1248454 1069905 0 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, substance use disorder, or domestic violence. And that is why we work to ensure that everyone in Greater Portland has opportunities to live healthier lives to reduce preventable premature death. Success Measurement: By 2027, reduce preventable premature deaths by 10%. UWGP funding that supports Goal 3 enabled, among other things: 1. 108 adolescents who received counseling reduced their risk for suicide and substance use. 2. 253 individuals participated in peer groups that resulted in a reduction of suicidal thoughts. 3. 377 adolescents, including 76 who are homeless, abstained from, or reduced, their substance use. Additionally, United Way of Greater Portland invests in or supports the following collaborative efforts toward this goal such as: United Way of Greater Portland is a funder of the Portland School Based Health Centers, a collaborative project between Greater Portland Health and the Portland Public School District to provide local children physical and behavioral health care at school. In the last school year, they assessed 350 middle and high school students to identify signs of at-risk behaviors, depression, anxiety, trauma and substance use. Of those students 56% screened positive on the at-risk screenings. Those individuals were then offered appropriate behavioral health/treatment services, including counseling and psychiatric services. During treatment, almost 100 students experienced a reduction in their scores for depression or anxiety. The centers have seen a growth in services available as well as services provided as a result of offering screening and trusting relationships. The School Based Health Centers are the result of strong collaboration resulting in the delivery of essential health and behavioral health services to Portland youth in the school setting. 3222902 1949464 201878 1. 211 is a free, confidential program that provides information and referrals to people of all ages across Maine to local services. 211 Maine is based in Maine and available 24 hours a day, seven days a week, by phone, text, and online. 211 Maine connects people to resources such as 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 with 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 answered approximately 65,365 calls, providing information and referral services, as well as operating specialized initiatives like the Opiate Helpline and fielding general questions about Maine's COVID-19 situation.2. Keep ME Warm is a statewide partnership of the nine United Ways in Maine and the 10 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 Greater Portland is the custodian of the Keep ME Warm Fund and is responsible for collecting, distributing, and reporting. Funds contributed to Keep ME Warm are distributed based on a formula developed by the CAPs and United Ways in Maine based on federal Low Income Home Energy Assistance Program (LIHEAP) distribution percentages as well as population. CAPs receive 65% of the funds, United Ways receive 25%, and 10% is used to fund emergency overnight assistance through 211 Maine. Donations to Keep ME Warm 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 of Greater Portland 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 $193,000 was raised for heating assistance through Keep ME Warm last year. United Way of Greater Portland estimates that more than 729 households were helped last year, directly benefiting approximately 1,700 people.3. Designations are donor-directed contributions to other agencies. Donors to United Way of Greater Portland's campaign may direct all or a portion of their contribution to specific nonprofit agencies. Each agency's nonprofit 501(c)(3) status and compliance with USA Patriot Act is verified before funds are distributed.4. Volunteers play a vital role in improving people's lives and in helping United Way of Greater Portland 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 Greater Portland 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 Greater Portland puts people at the heart of transforming their communities by calling on them to utilize their full range of assets - time, talent, and treasure - through volunteering. 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 Greater Portland works with our corporate partners and others in the community to identify and recruit volunteers to fill identified needs in our schools and nonprofits. These volunteer opportunities include readers, 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 Greater Portland offers a statewide, searchable listing of volunteer opportunities at volunteer.unitedwaygp.org. This valuable tool allows organizations to post volunteer opportunities and individuals to perform a customized search. In addition to hosting an administering the site, we offer technical support to volunteers and non-profit organizations. Additionally, United Way of Greater Portland organizes a variety of community events, including an annual food drive, National Family Volunteer Day, Read Across America Day, literacy kit projects and dozens of tailor-made volunteer projects for corporate partners. Unfortunately, due to COVID-19, we had to cancel many of our scheduled volunteer opportunities including one of the largest and most well-attended events, our annual Day of Action, during which over 1,000 volunteers typically dedicate over 6,000 hours of service to 75 projects at more than 60 different sites. We are currently planning virtual volunteer opportunities and plan to pick back up with in-person opportunities when we are able. 3222902 1949464 201878 7665366 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 23 0 1 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Wendy O'Rourke 2078741000 550 Forest Avenue Suite 100 Portland ME 04101 William Fletcher Chair 1.00 0.00 X X 0 0 0 Diane Garofalo Vice-Chair 1.00 0.00 X X 0 0 0 Dan Espinal Treasurer 1.00 0.00 X X 0 0 0 Liz Cotter Schlax Secretary/President/CEO 40.00 1.00 X X 168942 0 12541 Helaine Ayers Past Director 1.00 0.00 X 0 0 0 Xavier Botana Director 1.00 0.00 X 0 0 0 Greg Boulos Director 1.00 0.00 X 0 0 0 Michael Bourque Director 1.00 0.00 X 0 0 0 Tony Cipollone Director 1.00 0.00 X 0 0 0 Glenn Cummings Director 1.00 0.00 X 0 0 0 Anne Dalton Director 1.00 0.00 X 0 0 0 Dudley Davis Director 1.00 0.00 X 0 0 0 Sean Dugan Director 1.00 0.00 X 0 0 0 Andrea Gordon Director 1.00 0.00 X 0 0 0 Richard Henry Director 1.00 0.00 X 0 0 0 Quincy Hentzel Director 1.00 0.00 X 0 0 0 Lou Inzana Director 1.00 0.00 X 0 0 0 Leeann Leahy Director 1.00 0.00 X 0 0 0 John Moran Director 1.00 0.00 X 0 0 0 Regina Phillips Director 1.00 0.00 X 0 0 0 Hilary Rapkin Director 1.00 0.00 X 0 0 0 Meredith Rousseau Director 1.00 0.00 X 0 0 0 Claude Rwaganje Director 1.00 0.00 X 0 0 0 Spencer Thibodeau Director 1.00 0.00 X 0 0 0 Lisa Toner Director 1.00 0.00 X 0 0 0 Giovani Twigge Director 1.00 0.00 X 0 0 0 Michael Vail Director 1.00 0.00 X 0 0 0 Kierston Van Soest Director 1.00 0.00 X 0 0 0 Ben Waxman Director 1.00 0.00 X 0 0 0 Christopher Wilson Director 1.00 0.00 X 0 0 0 Danny Coyne SVP, Community Impact 40.00 0.00 X 109917 0 16644 278859 0 29185 2 0 1 0 0 132626 9042395 199143 9175021 Service Fees 624200 168106 168106 Miscellaneous Revenue 624200 33772 33772 201878 246001 246001 3171922 3188703 -16781 -16781 -16781 9606119 201878 0 229220 5785960 5785960 181483 90741 45371 45371 2228403 996096 432310 799997 103527 48865 28366 26296 242480 114451 66439 61590 177703 91422 38668 47613 1637 1637 15273 15273 21613 21613 266574 125823 73041 67710 40270 18531 10347 11392 269088 151635 58725 58728 304492 147207 74348 82937 9352 4894 1648 2810 40487 16988 8168 15331 85815 40500 23551 21764 46015 21717 12628 11670 12323 5816 3382 3125 Other Expenses 8881 4720 2163 1998 9841376 7665366 917678 1258332 X 2162 1881 4649746 4061915 4975006 3354955 86728 20699 91589 45461 604483 287968 107397 316515 8077733 8431886 1236456 1204522 19226817 17437834 368588 604474 160824 0 385000 3617032 1410985 4146444 2400459 X 6895130 6708066 8185243 8329309 15080373 15037375 19226817 17437834 X -235257 198517 -6258 X 0 1 X 1 0 X 8234977 8438203 8738714 8085531 9175021 42672446 8234977 8438203 8738714 8085531 9175021 42672446 3318895 39353551 235477 225659 225577 247326 246001 1180040 43852486 2153445 0.89740 0.88810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6572 5519 12091 9829285 9841376 642069 160517 0 0 542847 615925 620886 642069 2421727 3632591 18356 8888 12795 12091 52130 135712 153981 155222 160517 605432 908148 2000 5260 6677 6572 20509 0 1 X 8378897 134022 377241 12340 327997 21613 8528210 8069051 65662 510205 8572 230092 27357 8378897 8100206 20345 206089 8429 218277 30883 8069051 7294377 146187 924541 56105 161872 46922 8100206 7532477 41134 1633 55716 205136 20015 7294377 0.59240 0.23630 0.17130 1 0 604483 287968 316515 316515 Beneficial Interest in Perpetual Trust 1204522 1204522 Designations Payable 1410985 1410985 X 8806357 198517 198517 8607840 21613 976666 998279 9606119 8849355 0 8849355 21613 970408 992021 9841376 Part IV, Line 2b: United Way of Greater Portland holds an endowment for the benefit of Preble Street, a social service agency that provides services to people experiencing problems with homelessness, housing, hunger, and poverty. Income from the endowment is to be used by Preble Street to promote and support self sufficiency of the individuals and families it serves. Part V, Line 4: Income from the United Way of Greater Portland's endowment is used to support the mission of the United Way of Greater Portland. Part X, Line 2: The Organization is a not-for-profit corporation as described in Section 501(c)(3) of the Code and as such is exempt from federal and state income taxes. Management has evaluated the Organization's tax positions and concluded that the Organization has maintained its tax-exempt status, does not have any significant unrelated business income and has taken no uncertain tax positions that require adjustment to the consolidated financial statements. Part XI, Line 4b - Other Adjustments: Donor Designated Contributions 976,666. Part XII, Line 4b - Other Adjustments: Donor Designated Grants & Awards 970,408. 1 2-1-1 Maine Inc 550 Forest Avenue Portland ME 04101 300194364 501(c)(3) 146155 Community Investment, Donor Designations A Company of Girls PO Box 7527 Portland ME 04112 050631726 501(c)(3) 29700 Community Investment, Donor Designations American Lung Association 122 State Street Augusta ME 04330 060646594 501(c)(3) 34533 Donor Designations American Red Cross of Southern Maine 2401 Congress Street Portland ME 04102 010215209 501(c)(3) 46917 Community Investment, Donor Designations Amistad PO Box 992 Portland ME 04104 010500860 501(c)(3) 88523 Community Investment, Donor Designations, COVID-19 Grant Aroostook County Action Program PO Box 1116 Presque Isle ME 04769 010315849 501(c)(3) 10871 Emergency Heating Assistance Avesta Housing 307 Cumberland Avenue Portland ME 04101 010315296 501(c)(3) 75045 Community Investment, Donor Designations Big Brothers Big Sisters of Southern Maine 195 Lancaster Street Porltand ME 04101 010475146 501(c)(3) 58437 Community Investment, Donor Designations Boys & Girls Clubs of Southern Maine PO Box 7830 Portalnd ME 04112 010211543 501(c)(3) 306269 Community Investment, Donor Designations Caring Resources for Living - North Yarmouth 1018 North Road North Yarmouth ME 04097 200868716 501(c)(3) 10111 Donor Designations Catherine Morrill Day Nursery 96 Danford Street Portland ME 04101 010211542 501(c)(3) 66675 Community Investment, Donor Designations Catholic Charities Maine PO Box 10660 Portland ME 04104 010228225 501(c)(3) 42975 Community Investment, Donor Designations Center for Grieving Children PO Box 1438 Portland ME 04104 010431501 501(c)(3) 102652 Community Investment, Donor Designations City of Portland 389 Congress Street Portland ME 04101 016000032 Government 40250 Community Investment Community Concepts PO Box 278 South Paris ME 04281 010424969 501(c)(3) 12792 Emergency Heating Assistance, Donor Designations Community Counceling Center 165 Lancaster Street Portland ME 04101 010524834 501(c)(3) 9480 COVID-19 Grant, Donor Designations Community Dental 276 Canco Road Portland ME 04103 237129502 501(c)(3) 9946 Community Investment, Donor Designations Count ME In - Educate Maine 482 Congress Street Portland ME 04101 203559947 501(c)(3) 14000 Community Investment Crosswalk Community Outreach PO Box 64 Naples ME 04055 263629377 501(c)(3) 7000 COVID-19 Grant, Donor Designations Cultivating Community PO Box 3792 Portland ME 04104 043607322 501(c)(3) 9052 COVID-19 Grant, Donor Designations Day One 525 Main Street South Portland ME 04106 010322532 501(c)(3) 70794 Community Investment, Donor Designations Falmouth Food Pantry PO Box 277 Auburn ME 04105 264005067 501(c)(3) 12150 COVID-19 Grant, Donor Designations Foundation for Portland Public Schools 353 Cumberland Avenue Portland ME 04101 223179738 501(c)(3) 20000 COVID-19 Grant Frannie Peabody Center 335 Valley Street Portland ME 04102 010332769 501(c)(3) 41250 Community Investment, Donor Designations, COVID-19 Grant Freeport Community Services PO Box 119 Freeport ME 04032 010332769 501(c)(3) 27112 Community Investment, Donor Designations Full Plates Full Potential PO Box 2420 South Portland ME 04116 822032867 501(c)(3) 12750 COVID-19 Grant Good Shepherd Food Bank 3121 Hotel Road Auburn ME 04210 222986809 501(c)(3) 5114 Donor Designations Goodwill Industries of Northern New England PO Box 8600 Portland ME 04104 010284340 501(c)(3) 79439 Community Investment, Donor Designations Gray Community Food Pantry 55 Westwood Road Gray ME 04039 264521875 501(c)(3) 6500 COVID-19 Grant Greater Portland Workforce Initiative 550 Forest Avenue Portland ME 04101 010241767 501(c)(3) 93005 Community Investment Hand in Hand Mano en Mano (Presente Maine) PO Box 573 Milbridge ME 04658 010836208 501(c)(3) 40000 COVID-19 Grant Harrison Food Bank PO Box 112 Harrison ME 04040 821087262 501(c)(3) 7000 COVID-19 Grant Immigrant Legal Advocacy Project PO Box 17917 Portland ME 04112 223260883 501(c)(3) 39659 Community Investment, Donor Designations, COVID-19 Grant The Iris Network 189 Park Avenue Portland ME 04101 010196359 501(c)(3) 15000 Community Investment, Donor Designations Jewish Community Alliance 57 Ashmont Street Portland ME 04103 010530420 501(c)(3) 15000 COVID-19 Grant Kennebec Valley Community Action Program 97 Water Street Waterville ME 04901 010277678 501(c)(3) 15097 Emergency Heating Assistance Kids First Center 51 US Route 1 Suite S Scarborough ME 04074 222993035 501(c)(3) 15281 Community Investment, Donor Designations Learning Works 181 Brackett Street Portland ME 04101 010353682 501(c)(3) 30000 Community Investment Legal Services for the Elderly 5 Wabon Street Augusta ME 04330 010359131 501(c)(3) 17176 Community Investment, Donor Designations Maine Access Immigration Network 237 Oxford Street Suite 25A Portland ME 04101 300239409 501(c)(3) 20000 COVID-19 Grant Maine Association for the Education of Young Children PO Box 675 Yarmouth ME 04096 061713614 501(c)(3) 27500 Donor Designations Maine Behavioral Healthcare 78 Atlantic Place South Portland ME 04106 460809288 501(c)(3) 199675 Community Investment, Donor Designations Maine Immigrants Rights Coalition 24 Preble Street Portland ME 04101 823097991 501(c)(3) 5000 COVID-19 Grant MaineHealth 110 Free Street Portland ME 04101 010431680 501(c)(3) 73444 Community Investment MaineHealth Care at Home 15 Industrial Park Drive Saco ME 04072 222571902 501(c)(3) 29222 Community Investment Midcoast Maine Community Action 34 Wing Farm Parkway Bath ME 04530 010315732 501(c)(3) 5323 Emergency Heating Assistance Milestone Recovery 65 India Street Porltand ME 04101 016024344 501(c)(3) 95421 Community Investment, Donor Designations, COVID-19 Grant Morrison Center 331 Veranda Street Portland ME 04103 010243254 501(c)(3) 44576 Community Investment, Donor Designations Muskie School of Public Service USM 34 Bedford Street Portland ME 04101 043350930 501(c)(3) 28000 Community Investment My Place Teen Center 755 Main Street Westbrook ME 04092 010509578 501(c)(3) 37644 Community Investment, Donor Designations, COVID-19 Grant New England Arab American Organization 426 Bridgton Street Westbrook ME 04092 475574330 501(c)(3) 5000 COVID-19 Grant Northeast Hearing & Speech Center 75 West Commercial Street Suite 20 Portland ME 04101 010228262 501(c)(3) 97402 Community Investment, Donor Designations Palaver Strings Inc 45 Exchange Street Portland ME 04101 474914834 501(c)(3) 19500 Community Investment Peaks Island Children's Workshop PO Box 80 Peaks Island ME 04108 010482767 501(c)(3) 6832 Community Investment Penquis CAP Inc PO Box 1162 Bangor ME 04401 016023748 501(c)(3) 18124 Emergency Heating Assistance Pine Tree Legal Assistance PO Box 547 Portland ME 04112 010279387 501(c)(3) 84319 Community Investment, Donor Designations Planned Parenthood of Northern New England 51 US Route 1 Suite C Scarborough ME 04074 030222941 501(c)(3) 20274 Donor Designations Portland Community Health Center 180 Park Avenue Portland ME 04102 454960453 501(c)(3) 44355 Community Investment, Donor Designations, COVID-19 Grant Portland ConnectEd 550 Forest Avenue Portland ME 04101 010241767 501(c)(3) 15000 Community Investment, COVID-19 Grant Portland Housing Authority 14 Baxter Boulevard Portland ME 04101 222527595 501(c)(3) 52477 Community Investment Portland Public Library 5 Monument Square Portland ME 04101 016000802 501(c)(3) 40324 Community Investment, Donor Designations, COVID-19 Grant Portland Public Schools 353 Cumberland Avenue Portland ME 04101 460809288 Government 197170 Community Investment Portland Recovery Community Center 468 Forest Avenue Portland ME 04103 455307975 501(c)(3) 33358 Community Investment, Donor Designations, COVID-19 Grant Portland Seamans Friend Society PO Box 777 Windham ME 04062 010211545 501(c)(3) 56275 Community Investment Preble Street PO Box 1459 Portland ME 04104 010418917 501(c)(3) 132109 Community Investment, Donor Designations, COVID-19 Grant Project GRACE PO Box 6846 Scarborough ME 04070 010701784 501(c)(3) 17036 Donor Designations, COVID-19 Grant Regional Transportation Program 127 St John Street Portland ME 04102 010339851 501(c)(3) 34431 Community Investment, Donor Designations Rippleffect Inc PO Box 401 Portland ME 04112 010521260 501(c)(3) 7698 Donor Designations The Salvation Army PO Box 3575 Portland ME 04104 132923701 501(c)(3) 11912 Donor Designations Sexual Assault Response Services of Southern Maine PO Box 1371 Portland ME 04104 010343943 501(c)(3) 22171 Community Investment, Donor Designations, COVID-19 Grant Shalom House PO Box 560 Portland ME 04112 237119236 501(c)(3) 22307 Community Investment, Donor Designations South Portland School Department 130 Westcott Road South Portland ME 04106 016000036 Government 10266 Community Investment Spurwink 901 Washington Avenue Portland ME 04103 010319802 501(c)(3) 47582 Community Investment, Donor Designations, COVID-19 Grant St Vincent de Paul Soup Kitchen 307 Congress Street Portland ME 04101 060687373 501(c)(3) 5079 Donor Designations Susan L Curtis Foundation 1321 Washington Avenue Suite 104 Portland ME 04103 010324705 501(c)(3) 6305 Donor Designations The Locker Project PO Box 3134 Portland ME 04104 471257754 501(c)(3) 29616 Community Investment, Donor Designations, COVID-19 Grant The Opportunity Alliance 50 Lydia Lane South Portland ME 04106 010316041 501(c)(3) 283853 Community Investment, Let's Go! Partnership, Heating Assistance, Donor Designations The Rufus Porter Museum 121 Main Street Bridgton ME 04009 743175428 501(c)(3) 6500 Community Investment Through These Doors PO Box 704 Portland ME 04104 011352636 501(c)(3) 40966 Community Investment United Way of Androscoggin County PO Box 888 Lewiston ME 04243 010316813 501(c)(3) 25334 Emergency Heating Assistance, Donor Designations United Way of Aroostook County 480 Main Street 3rd Floor Presque Isle ME 04769 237147455 501(c)(3) 7851 CASH Grant, Emergency Heating Assistance, Donor Designations United Way of Eastern Maine 24 Springer Drive Suite 201 Bangor ME 04401 010211478 501(c)(3) 14880 CASH Grant, Emergency Heating Assistance, Donor Designations United Way of Kennebec Valley 331 Water Street Suite 5 Augusta ME 04330 016004404 501(c)(3) 16788 Emergency Heating Assistance, Donor Designations United Way of Mid-Coast Maine 34 Wing Farm Parkway Suite 201 Bath ME 04530 016004866 501(c)(3) 32268 Emergency Heating Assistance, Donor Designations United Way of Mid-Maine PO Box 91 Waterville ME 04901 010233280 501(c)(3) 5125 CASH Grant, Emergency Heating Assistance, Donor Designations United Way of the Tri-Valley PO Box 126 Farmington ME 04938 010377559 501(c)(3) 11199 CASH Grant, Emergency Heating Assistance, Donor Designations United Way of York County PO Box 9300 Kennebunk ME 04043 010276862 501(c)(3) 57134 Emergency Heating Assistance, Donor Designations University of Southern Maine 96 Falmouth Street Portland ME 04901 460809288 501(c)(3) 86010 Community Investment,Donor Designations, COVID-19 Grant Volunteers of America NNE 14 Maine Street Brunswick ME 04011 581818450 501(c)(3) 7533 Donor Designations, COVID-19 Grant Washington Hancock Community Action PO Box 280 Milbridge ME 04658 520817684 501(c)(3) 8931 Emergency Heating Assistance Wayside Food Programs PO Box 1278 Portland ME 04104 222806424 501(c)(3) 22523 Community Investment, Donor Designations Woodfords Family Services 6 Opportunity Lane Waterville ME 04901 010278395 501(c)(3) 6800 COVID-19 Grant YMCA State of Maine 305 Winthrop Center Road Winthrop ME 04364 010186800 501(c)(3) 14535 Donor Designations YMCA of Southern Maine PO Box 1078 Portland ME 04104 010211568 501(c)(3) 67463 Community Investment, Donor Designations York County Community Action PO Box 727 Sanford ME 04073 016020406 501(c)(3) 7196 Emergency Heating Assistance Youth & Family Outreach 331 Cumberland Avenue Portland ME 04101 010374597 501(c)(3) 43886 Community Investment, Donor Designations 96 0 Part I, Line 2: Community Investments: Organizations receiving discretionary funding from United Way of Greater Portland undergo an intensive pre-screening process before being awarded funding. United Way of Greater Portland 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 lengthy funding request, which includes an explanation of the proposed use of United Way of Greater Portland funding and a demonstration of the funding's impact on the program (how much, how well, difference made) in the community. 2) Submit agency and program-level budgets and annual audits to demonstrate financial stability and adherence to sound fiscal policies and management practices. 3) Sign a contract with United Way of Greater Portland 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. X X X X 0 0 0 0 0 0 0 0 0 Liz Cotter Schlax Secretary/President/CEO 168425 0 0 0 517 0 10106 0 2435 0 181483 0 0 0 X 31 199143 Stock Exchange Price 0 1 1 Part I, Line 32b: Local brokers are used to sell stock. Form 990, Part VI, Section A, line 6 Membership: The membership of United Way of Greater Portland consists of contributors to the United Way of Greater Portland campaign, United Way of Greater Portland volunteers, and representatives of providers of human services in the community that are supported financially by United Way of Greater Portland, as follows: Individual Members: All individuals who have made a financial contribution to the most recently completed United Way of Greater Portland Campaign qualify as contributor members of United Way for the ensuing calendar year. Those individuals who have volunteered for United Way of Greater Portland qualify as volunteer members of United Way of Greater Portland for the ensuing calendar year. Organizational Members: Those partner agencies that receive any funding from the Corporation qualify as an agency member of the corporation for the ensuing calendar year, and are entitled to designate a volunteer to represent them as a member of the corporation at any meeting of the members. Form 990, Part VI, Section A, line 7a Powers: The membership of the Corporation shall have the following powers and authority: (a) To attend the annual meeting and any special meeting(s) of the membership. (b) To receive reports at meetings of the membership. (c) To elect Directors of the Corporation at the Annual Meeting. Form 990, Part VI, Section A, line 7b See preceeding explanation (line 7a) 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 prior to review and approval by the Senior Vice President, Community Impact and Finance, President/CEO, and Board of Directors prior to filing. A copy of the final Form 990 is provided to all Directors and is available to the public upon request. Form 990, Part VI, Section B, line 12c United Way of Greater Portland'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 Greater Portland 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 Greater Portland or undermine the public's trust in United Way of Greater Portland's staff and volunteers. To ensure that the best interests of United Way of Greater Portland 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 Grater Portland 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 Greater Portland's conflict of interest policy and most recent audited financial statements are available online at www.unitedwaygp.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: Donor Designation Adjustment, Net -6,258. 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 1 Joseph How Charitable Trust PO Box 1802 Providence RI 02901 016010195 Trust RI N/A T 92171 1155682 0.85000 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 211 Maine Inc B 146155 Cash Value