UNITED MID-COAST CHARITIES INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED MID-COAST CHARITIES INC (EIN 01-6009240)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-13
IRS object ID
202000739349300635
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-13T13:08:33-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010271013PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAVERLOCK ESTEY & CURRAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18 COMMERCE COURTAddressLine1Txt
CityHAMPDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP044441538ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN016009240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED MIDCOAST CHARITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2072362299PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 205AddressLine1Txt
CityCAMDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04843ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEGAN WILLIAMSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2072362299PhoneNum
Signature2020-03-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE A GAGNONPreparerPersonNm
PTINP01353392PTIN
Phone2079455695PhoneNum
Preparation2020-03-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.97.56.110IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-03-13IPDt
IP Tm08:46:32IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF10B107BC78E07B4E4A456773CF31E3207DFBF91AtSubmissionCreationDeviceId
At Submission Filing Device Id362A6F38982D2DA7496FD27E0E92FD8A178F0FA8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMEGAN WILLIAMSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 205AddressLine1Txt
CityCAMDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04843ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,315,035GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressUNITEDMIDCOASTCHARITIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1942FormationYr
Legal Domicile StateMELegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION'S MISSION IS: IDENTIFYING NEEDS. SUPPORTING SOLUTIONS. UNITED MIDCOAST CHARITIES ENERGIZES MIDCOAST MAINE NONPROFITS THROUGH FINANCE AND GUIDANCE, SUPPORTING A NETWORK OF RESOURCES STRONGER THAN ANY SINGLE ORGANIZATION. UMC'S FOCUS AREAS ARE: FOOD, HOUSING, HEALTH AND SAFETY AND ECONOMIC SECURITY.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$343,506PYContributionsGrantsAmt
CY Contributions Grants$395,577CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$184,374PYInvestmentIncomeAmt
CY Investment Income$207,993CYInvestmentIncomeAmt
PY Other Revenue$1,702PYOtherRevenueAmt
CY Other Revenue$3,124CYOtherRevenueAmt
PY Total Revenue$529,582PYTotalRevenueAmt
CY Total Revenue$606,694CYTotalRevenueAmt
PY Grants And Similar Paid$497,924PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$417,238CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$122,189PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$130,271CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$28,643CYTotalFundraisingExpenseAmt
PY Other Expenses$98,771PYOtherExpensesAmt
CY Other Expenses$103,834CYOtherExpensesAmt
PY Total Expenses$718,884PYTotalExpensesAmt
CY Total Expenses$651,343CYTotalExpensesAmt
PY Revenues Less Expenses-$189,302PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$44,649CYRevenuesLessExpensesAmt
Total Assets BOY$4,427,690TotalAssetsBOYAmt
Total Assets EOY$4,964,044TotalAssetsEOYAmt
Total Liabilities BOY$16,394TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,358TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,411,296NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,940,686NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION'S PURPOSE IS: IDENTIFYING NEEDS. SUPPORTING SOLUTIONS. UNITED MIDCOAST CHARITIES ENERGIZES MIDCOAST MAINE NONPROFITS THROUGH FINANCE AND GUIDANCE, SUPPORTING A NETWORK OF RESOURCES STRONGER THAN ANY SINGLE ORGANZIATION. UMC'S FOCUS AREAS ARE: FOOD, HOUSING, HEALTH AND SAFETY AND ECONOMIC SECURITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$519,252ExpenseAmt
Grant$417,238GrantAmt
DescDONATIONS ARE MADE TO LOCAL AREA CHARITIES BASED ON NEED AND THE ORGANIZATION'S FOCUS AREAS WHICH ARE: FOOD, HOUSING, HEALTH AND SAFETY AND ECONOMIC SECURITY.Desc
Total Program Service Expenses$519,252TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILBROOK & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2075949460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117 WALNUT STREETAddressLine1Txt
CityROCKLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04841ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN VIEHMAN
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BETSY SALTONSTALL
1ST VP1.00Yes (X)Yes (X)$0$0$0
LORI ALEXANDER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
STEVEN KEMPLE
TREASURER1.00Yes (X)Yes (X)$0$0$0
TOM RODMAN
DIRECTOR1.00Yes (X)$0$0$0
JOHN BURGESS
DIRECTOR1.00Yes (X)$0$0$0
CHRIS BEEBE
DIRECTOR1.00Yes (X)$0$0$0
DEBBIE MITCHELL
DIRECTOR1.00Yes (X)$0$0$0
JOAN PHAUP
DIRECTOR1.00Yes (X)$0$0$0
JAY FOSTER
DIRECTOR1.00Yes (X)$0$0$0
LUCILE O HANSCOM
DIRECTOR1.00Yes (X)$0$0$0
DR JAMES HENGERER
DIRECTOR1.00Yes (X)$0$0$0
PETER PALMERO
DIRECTOR1.00Yes (X)$0$0$0
ALEXANDRA FOIGEL
DIRECTOR1.00Yes (X)$0$0$0
ERIC WATERS
DIRECTOR1.00Yes (X)$0$0$0
JILL LANG
DIRECTOR1.00Yes (X)$0$0$0
LENI GRONROS
DIRECTOR1.00Yes (X)$0$0$0
MEGAN WILLIAMS
EXECUTVIE DIRECTOR40.00Yes (X)$80,817$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$80,817TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$10,000GovernmentGrantsAmt
All Other Contributions$385,577AllOtherContributionsAmt
Noncash Contributions$44,300NoncashContributionsAmt
Total Contributions$395,577TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,272TotalRevenueColumnAmt
Exclusion$115,272ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$801,062SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$708,341SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$92,721SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,721TotalRevenueColumnAmt
Exclusion$92,721ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$3,124FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,124TotalRevenueColumnAmt
Exclusion$3,124ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$606,694TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$211,117ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$417,238TotalAmt
Program Services$417,238ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$80,817TotalAmt
Program Services$36,368ProgramServicesAmt
Management And General$35,559ManagementAndGeneralAmt
Fundraising$8,890FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$38,246TotalAmt
Program Services$17,211ProgramServicesAmt
Management And General$16,828ManagementAndGeneralAmt
Fundraising$4,207FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,100TotalAmt
Program Services$546ProgramServicesAmt
Management And General$557ManagementAndGeneralAmt
Fundraising$997FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,108TotalAmt
Program Services$4,099ProgramServicesAmt
Management And General$4,008ManagementAndGeneralAmt
Fundraising$1,001FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,088TotalAmt
Program Services$1,577ProgramServicesAmt
Management And General$18,511ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,546TotalAmt
Management And General$10,546ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,168TotalAmt
Program Services$1,168ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,600TotalAmt
Program Services$4,497ProgramServicesAmt
Management And General$6,036ManagementAndGeneralAmt
Fundraising$4,067FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,129TotalAmt
Program Services$7,090ProgramServicesAmt
Management And General$4,201ManagementAndGeneralAmt
Fundraising$1,838FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,067TotalAmt
Management And General$4,067ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BUILDING CAPACITY PROGR$18,471$18,471
OUTREACH$16,346$8,643$1,075$6,628
MISCELLANEOUS$3,311$1,480$1,455$376
PRINTING AND POSTAGE$2,108$864$605$639

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$651,343TotalAmt
Program Services$519,252ProgramServicesAmt
Management And General$103,448ManagementAndGeneralAmt
Fundraising$28,643FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$254,999BOYAmt
EOY$166,653EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,541BOYAmt
EOY$4,339EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,096BOYAmt
EOY$448EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,144,767BOYAmt
EOY$4,791,904EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,287BOYAmt
EOY$700EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,427,690BOYAmt
EOY$4,964,044EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,240BOYAmt
EOY$9,007EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,418BOYAmt
EOY$9,978EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,736BOYAmt
EOY$4,373EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,394BOYAmt
EOY$23,358EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,639,205BOYAmt
EOY$3,192,631EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,772,091BOYAmt
EOY$1,748,055EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,411,296BOYAmt
EOY$4,940,686EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,427,690BOYAmt
EOY$4,964,044EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$44,649ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$573,375NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$664OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$263,428CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$373,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$184,296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$343,506CurrentTaxYearMinus1YearAmt
Current Tax Year$395,577CurrentTaxYearAmt
Total$1,560,410TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$263,428CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$373,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$184,296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$343,506CurrentTaxYearMinus1YearAmt
Current Tax Year$395,577CurrentTaxYearAmt
Total$1,560,410TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$208,197SubstantialContributorsTotAmt
Public Support Total170$1,352,213PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,546CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103,749CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,517CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,209CurrentTaxYearMinus1YearAmt
Current Tax Year$118,396CurrentTaxYearAmt
Total$430,417TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$539CurrentTaxYearMinus4YearsAmt
Total$539TotalAmt
FieldValueIRS element (for citing)
Total Support$1,991,366TotalSupportAmt
Public Support CY1700.67900PublicSupportCY170Pct
Public Support PY1700.67250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,140,465BeginningYearBalanceAmt
Contributions$3ContributionsAmt
Investment Earnings Or Losses$767,867InvestmentEarningsOrLossesAmt
Administrative Expenses$207,309AdministrativeExpensesAmt
End Year Balance$4,701,026EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,725,926BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses-$189,087InvestmentEarningsOrLossesAmt
Administrative Expenses$426,374AdministrativeExpensesAmt
End Year Balance$4,140,465EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,582,266BeginningYearBalanceAmt
Investment Earnings Or Losses$143,660InvestmentEarningsOrLossesAmt
End Year Balance$4,725,926EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,206,682BeginningYearBalanceAmt
Contributions$222,343ContributionsAmt
Investment Earnings Or Losses$421,134InvestmentEarningsOrLossesAmt
Administrative Expenses$267,893AdministrativeExpensesAmt
End Year Balance$4,582,266EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,285,097BeginningYearBalanceAmt
Investment Earnings Or Losses$249,904InvestmentEarningsOrLossesAmt
Administrative Expenses$328,319AdministrativeExpensesAmt
End Year Balance$4,206,682EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.62880BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24330PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12790TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ANNUITY PAYABLEDesc
Amt$4,373Amt
FieldValueIRS element (for citing)
Total Liability$4,373TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,182,592TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$573,375NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$12,405DonatedServicesAndUseFcltsAmt
Other Revenue$664OtherRevenueAmt
Revenue Not Reported$586,444RevenueNotReportedAmt
Revenue Subtotal$596,148RevenueSubtotalAmt
Investment Expenses Not Incld$10,546InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$10,546RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$606,694TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$653,202TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$12,405DonatedServicesUseFcltsAmt
Expenses Not Reported$12,405ExpensesNotReportedAmt
Expenses Subtotal$640,797ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,546InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,546ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$651,343TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUND WAS ESTABLISHED TO HELP THE ORGANIZATION ACHIEVE ITS PURPOSE, WHICH IS TO PROVIDE GRANTS AND OTHER RESOURCES TO LOCAL CHARITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY 664.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (30 entries)

IRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AREA INTERFAITH OUTREACH
501(C)(3)$31,000GENERAL OPERATIONS
BELFAST AREA CHILD CARE SERVICES
501(C)(3)$5,000GENERAL OPERATIONS
BELFAST PUBLIC HEATLH NURSING ASSOCIATION
501(C)(3)$6,000GENERAL OPERATIONS
BELFAST SOUP KITCHEN
501(C)(3)$16,000GENERAL OPERATIONS
BIG BROTHER BIG SISTER
501(C)(3)$2,500GENERAL OPERATIONS
FAMILY PLANNING ASSOCIATION OF MAINE
501(C)(3)$20,000GENERAL OPERATIONS
HABITAT FOR HUMANITY OF WALDO COUNTY
501(C)(3)$5,000GENERAL OPERATIONS
HOSPICE VOLUNTEERS OF WALDO COUNTY
501(C)(3)$4,000GENERAL OPERATIONS
KNOX COUNTY HEALTH CLINIC
501(C)(3)$22,000GENERAL OPERATIONS
KNOX COUNTY HOMELESS COALITION
501(C)(3)$25,000GENERAL OPERATIONS
MCH INC
501(C)(3)$36,000GENERAL OPERATIONS
MID-COAST HABITAT FOR HUMANITY
501(C)(3)$7,500GENERAL OPERATIONS
NEW HOPE FOR WOMEN
501(C)(3)$20,000GENERAL OPERATIONS
OUT MAINE
501(C)(3)$10,000GENERAL OPERATIONS
PARENT PROGRAM OF MIDCOAST MAINE
501(C)(3)$5,000GENERAL OPERATIONS
PENOBSCOT BAY YMCA
501(C)(3)$35,000GENERAL OPERATIONS
PENQUIS CAP
501(C)(3)$3,500GENERAL OPERATIONS
RESTORATIVE JUSTICE
501(C)(3)$25,000GENERAL OPERATIONS
ROCKLAND DISTRICT NURSING ASSOCIAION
501(C)(3)$12,000GENERAL OPERATIONS
ST BRENDAN THE NAVIGATOR
501(C)(3)$4,000GENERAL OPERATIONS
TREKKERS
501(C)(3)$7,500GENERAL OPERATIONS
UNIVERSITY COLLEGE AT ROCKLAND
501(C)(3)$11,981GENERAL OPERATIONS
VOLUNTEERS OF AMERICA NORTHERN NEW ENGLAND
501(C)(3)$20,000GENERAL OPERATIONS
WALDO COMMUNITY ACTION PARTNERS
501(C)(3)$7,500GENERAL OPERATIONS
WALDO COUNTY DENTAL CARE
501(C)(3)$16,000GENERAL OPERATIONS
WALDO COUNTY WOODSHED
501(C)(3)$5,000GENERAL OPERATIONS
WALDO COUNTY YMCA
501(C)(3)$30,000GENERAL OPERATIONS
WATERMAN'S COMMUNITY CENTER
501(C)(3)$8,000GENERAL OPERATIONS
WAYFINDER SCHOOL PASSAGES PROGRAM
501(C)(3)$6,000GENERAL OPERATIONS
MAINE YOUTH ALLIANCE THE GAME LOFT
501(C)(3)$7,500GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org30Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION FOLLOWS UP ON THE USE OF GRANTS THROUGH OUT THE APPLICATION PROCESS AS WELL AS THROUGH ON SITE REVIEWS AND MEETINGS WITH THE RECIPIENTS. UPON COMPLETION OF THE GRANT PERIOD THE ORGANIZATION REQUIRES FINAL WRITTEN REPORTS FROM EACH GRANT RECIPIENT.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELM STREET MARKETING ESSSENTIALSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionOWNED BY PETER PALERMO, A BOARD MEMBERRelationshipDescriptionTxt
Transaction$12,411TransactionAmt
TransactionCOMPANY PROVIDES MARKETING AND PRINTING SERVICES FOR THE ORGANIZATION.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$44,300NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO SIGNING THE FORM.
FORM 990, PART VI, SECTION B, LINE 12CBOARD AND COMMITTEE MEMBERS DECLARE CONFLICTS AND RECUSE THEMSELVES FROM VOTING ON ANY INTEREST INVOLVING POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE HTTPS://UNITEDMIDCOASTCHARITIES.ORG/KEY-DOCUMENTS/.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY 664.

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