2020-02-24T12:12:10-06:00 2019-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2018-07-01 010241767 United Way Inc UNIT 2078741000 One Canal Plaza No 300 Portland ME 04101 Liz Cotter Schlax President/CEO 2078741000 2020-02-17 1 Joseph R Byrne CPA P01289281 2077752387 2020-02-17 69.49.157.66 2020-02-17 07:57:44 ES P FD764483AA263AFE8AB46477EA327BFBBE809DCF 2822CCB165EE8EB222BC1A8C889357795F91400A 2018 2020-09-23 17:36:50Z United Way of Greater Portland Liz Cotter Schlax One Canal Plaza No 300 Portland ME 04101 9592444 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. 30 29 46 3163 0 0 8738714 8085531 520361 455762 2010385 222234 0 0 11269460 8763527 5494491 5486517 0 0 2786114 2731010 0 0 1354338 1037897 1200186 9318502 9417713 1950958 -654186 19900385 19226817 4501851 4146444 15398534 15080373 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 1078843 913060 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. 293 children in high-quality early childhood programs to make progress on developmental milestones and be better prepared for kindergarten. 2. 46 elementary school children from Portland's East Bayside neighborhood to strengthen their reading skills while engaging in the arts.3. 80 childcare providers to participate in trainings to enhance the quality of their services.Additionally, United Way of Greater Portland invests in or supports the following collaborative efforts toward this goal such as:United Way of Greater Portland helps convene South Portland Partners for Student Success (SPPSS), a collaboration of the South Portland School District and community-based organizations, to provide integrated support for children who are at-risk of getting off track and their families. This includes increased collaboration and integration with partners to build systems and learn strategies to maintain and improve daily attendance of students in preschool-5th grade. Partners meet to understand and optimize on the intersection of their work to benefit children and families served. 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 LearningWorks' afterschool collaboration with SidexSide to pilot an innovative STEAM program for 350 students. Created to boost academic outcomes for elementary students, the collaboration also trains 30 afterschool teachers on a new, arts integrated method of teaching STEM curriculum. They also fund the Intercultural Community Center in developing a new computer lab which enables increased STEM engagement for 77 students attending summer programs. 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. 2058101 1752916 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. 18 single moms to support their children's developmental milestones to learn and thrive in school while increasing their family's long-term financial stability. 2. 99 people to secure employment after receiving job training or support services.3. 598 low and moderate-income households in Cumberland County to file their income taxes for free and return $1,303,974 back into their pockets.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 ProjectWIN (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. 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 developed and implemented a Bridge to Certified Nursing Assistants (CNA)/Healthcare Careers along with 6 Healthcare employer advisors, developed an employer-supported Job and Resource Fair focused on individuals reentering from incarceration, and developed and implemented an intensive English language acquisition class. Thirty-seven individuals were served through three GPWI Bridge cohorts. 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 Phase 36 funding awarded $96,731 to 19 programs at 18 agencies in Cumberland County. 1246179 1082245 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. 20 therapists to receive training to provide trauma-focused therapy for children, which is an evidence-based approach to treating children who have experienced ACEs. 2. 829 professionals, including case managers, domestic advocates, attorneys, law enforcement, educators, medical personnel, and members of the business community, to be trained to recognize and respond to Adverse Childhood Experiences. 3. 836 youth to receive support services to help them cope with grief from the loss or impending loss of a family member.4. 3,037 youth and adults to receive support and services to address mental health issues and/or addiction to improve their daily functioning.5. An innovative collaborative pilot to engage 119 homeless adults with substance use disorder treatment.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 an active participant and leader in the InvestHealth work. An original grant from the Robert Wood Johnson Foundation supported work in the Sagamore Village neighborhood to identify and address issues of health equity and the built environment. It is a community of 200 family apartments that are home to 512 people with an average household income of $17,500. A multi-sector team representing health care, social service agencies, housing, community financing organizations and residents has participated in national and regional learning collaborative opportunities with representatives of 49 other mid-size cities from across the country. The team has worked alongside residents and the Tenant Council and identified the local priority health concerns to be food security, community connections, safety, educational opportunities and oral health needs. An updated community center was identified as a need so the team learned about self-sustaining models through the InvestHealth cohort and engaged with the community on what they wanted and what services they would use. Grant funds were used to engage an architect to do additional community engagement and create architectural renderings that retrofit the existing space. Those were provided to the Housing Authority, which plans to renovate the building in the next ten years. InvestHealth also continues to be deeply involved in addressing food insecurity in the neighborhood. The community garden beds provide produce for residents and the food pantry and neighborhood-based cooking classes are offered at the local food pantry. 2894681 1738296 455762 Other Program Services: 1. 211 Maine is a partnership with the United Ways of Maine, The Opportunity Alliance, and the State of Maine that 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. Specialists assess callers' needs and refer them to help 24 hours a day, 365 days a year, utilizing a statewide database of more than 8,000 resources. Last year, 211 Maine call specialists answered approximately 40,675 calls, providing information and referral services.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 $188,000 was raised for heating assistance through Keep ME Warm last year. United Way of Greater Portland estimates that more than 671 households were helped last year, directly benefiting approximately 1,570 people.3. Designations are donor-directed contributions to health and human service organizations. Donors to United Way of Greater Portland's campaign may direct all or a portion of their contribution to specific nonprofit agencies that provide health and human services. Each agency's nonprofit 501(c)(3) status and compliance with the USA Patriot Act is verified before funds are distributed. 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 making recommendations for our community 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 and administering the site, we offer technical support to volunteers and agencies.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. One of the largest and most well-attended events each year is our annual Day of Action, during which over 1,100 volunteers dedicate over 6,000 hours of service to 75 projects at more than 60 different sites. 2894681 1738296 455762 7277804 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 17 0 1 46 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 30 29 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 One Canal Plaza No 300 Portland ME 04101 Anne Dalton Chair 1.00 0.00 X X 0 0 0 William Fletcher Vice Chair 1.00 0.00 X X 0 0 0 Danielle Conway Treasurer 1.00 0.00 X X 0 0 0 Liz Cotter Schlax Secretary/President/CEO 40.00 1.00 X X 162627 0 12072 Helaine Ayers 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 Martin Bruno Director 1.00 0.00 X 0 0 0 Chris Claudio Director (part year, out) 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 Sean Dugan Director 1.00 0.00 X 0 0 0 James Elkins Director 1.00 0.00 X 0 0 0 Dan Espinal Director 1.00 0.00 X 0 0 0 Joan Fischer Director 1.00 0.00 X 0 0 0 Diane Garofalo 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 Regina Phillips Director 1.00 0.00 X 0 0 0 Michael Rayder 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 Dana Totman 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 Christopher Wilson Director 1.00 0.00 X 0 0 0 Danny Coyne SVP, Community Impact 40.00 0.00 X 104471 0 15870 267098 0 27942 2 0 1 0 0 94239 7991292 262164 8085531 Service Fees 624200 396819 396819 Miscellaneous Revenue 624200 58943 58943 455762 247326 247326 803825 828917 -25092 -25092 -25092 8763527 455762 0 222234 X 5486517 5486517 174699 96084 36687 41928 2064814 922972 400574 741268 83493 37321 16198 29974 240110 107329 46581 86200 167894 85343 36674 45877 7733 7733 9775 9775 27357 27357 325505 145501 63148 116856 59820 28460 8697 22663 244027 126078 38039 79910 279899 127652 50193 102054 24216 14034 3293 6889 70798 32037 11624 27137 86938 38876 16877 31185 41982 18773 8150 15059 13368 5978 2595 4795 Other Expenses 8768 4849 1376 2543 9417713 7277804 785571 1354338 X 1896 2162 5167037 4649746 5461938 4975006 27621 86728 101988 91589 445552 338155 124897 107397 7779643 8077733 1235365 1236456 19900385 19226817 381620 368588 158022 160824 3962209 3617032 4501851 4146444 X 6777842 6895130 5373259 4918130 3247433 3267113 15398534 15080373 19900385 19226817 X -654186 371578 -35553 X 0 1 X 1 0 X 7467511 8234977 8438203 8738714 8085531 40964936 7467511 8234977 8438203 8738714 8085531 40964936 3524119 37440817 258112 235477 225659 225577 247326 1192151 42157087 2458528 0.88810 0.89020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6677 6118 12795 9404918 9417713 620886 155222 0 0 524994 542847 615925 620886 2304652 3456978 10650 18356 8888 12795 50689 131249 135712 153981 155222 576164 864246 1955 2000 5260 6677 15892 0 1 X 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 7615873 12787 203124 55827 199688 43792 7532477 0.58380 0.24240 0.17380 1 0 445552 338155 107397 107397 Beneficial Interest in Perpetual Trust 1236456 1236456 Designations Payable 3617032 3617032 X 8032879 371578 371578 7661301 27357 1074869 1102226 8763527 8351040 0 8351040 27357 1039316 1066673 9417713 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 1,074,869. Part XII, Line 4b - Other Adjustments: Donor Designated Grants & Awards 1,039,316. 1 2-1-1 Maine Inc PO Box 15200 Portland ME 04112 300194364 501(c)(3) 143328 Information & Referral, Grant, Donor Designations A Company of Girls PO Box 7527 Portland ME 04112 050631726 501(c)(3) 32117 Community Investment, Donor Designations American Lung Association 122 State Street Augusta ME 04330 060646594 501(c)(3) 36948 Donor Designations American Red Cross of Southern Maine 2401 Congress Street Portland ME 04102 010215209 501(c)(3) 80124 Community Investment, Donor Designations Amistad PO Box 992 Portland ME 04104 010500860 501(c)(3) 45000 Community Investment, Donor Designations Aroostook County Action Program PO Box 1116 Presque Isle ME 04769 010315849 501(c)(3) 12931 Emergency Heating Assistance Avesta Housing 307 Cumberland Ave Portland ME 04101 010315296 501(c)(3) 70000 Community Investment Big Brothers Big Sisters of Southern Maine 195 Lancaster Street Porltand ME 04101 010475146 501(c)(3) 73320 Community Investment, Donor Designations Boy Scouts of America Pine Tree Council 131 Johnson Rd Portland ME 04102 010211490 501(c)(3) 5249 Donor Designations Boys & Girls Clubs of Southern Maine PO Box 7830 Portalnd ME 04112 010211543 501(c)(3) 255397 Community Ivenstment, Donor Designations Caring Resources for Living - North Yarmouth 1018 North Road North Yarmouth ME 04097 200868716 501(c)(3) 10978 Donor Designations Catherine Morrill Day Nursery 96 Danford Street Portland ME 04101 010211542 501(c)(3) 69565 Community Investment, Donor Designations Catholic Charities Maine PO Box 10660 Portland ME 04104 010228225 501(c)(3) 184879 Community Investment, Donor Designations Center for Grieving Children PO Box 1438 Portland ME 04104 010431501 501(c)(3) 104619 Community Investment, Donor Designations City of Lewiston 27 Pine St Lewiston ME 04240 016000030 Government 6429 Community Investment City of Portland 389 Congress St Portland ME 04101 016000032 Government 168500 Community Investment Community Concepts PO Box 278 South Paris ME 04281 010424969 501(c)(3) 15250 Emergency Heating Assistance, Donor Designations Community Dental 276 Canco Road Portland ME 04103 237129502 501(c)(3) 97593 Community Investment, Donor Designations Count ME In - Educate Maine 482 Congress St Portland ME 04101 203559947 501(c)(3) 14000 Community Investment Day One 525 Main Street South Portland ME 04106 010322532 501(c)(3) 186764 Community Investment, Donor Designations Dempsey Center PO Box 277 Auburn ME 04212 821547129 501(c)(3) 10246 Donor Designations Family Crisis Services PO Box 704 Portland ME 04104 010352636 501(c)(3) 58520 Community Investment, Donor Designations Frannie Peabody Center 335 Valley Street Portland ME 04102 010416974 501(c)(3) 34335 Community Investment, Donor Designations Freeport Community Services PO Box 119 Freeport ME 04032 010332769 501(c)(3) 30124 Community Investment, Donor Designations Girl Scouts of Maine PO Box 9421 South Portland ME 04106 010269802 501(c)(3) 5087 Community Investment, Donor Designations Goodwill Industries of Northern New England PO Box 8600 Portland ME 04104 010284340 501(c)(3) 116578 Community Investment, Donor Designations Hospice of Southern Maine 180 US Route 1 Scarborough ME 04074 010540180 501(c)(3) 10417 Donor Designations Immigrant Legal Advocacy Project PO Box 17917 Portland ME 04112 223260883 501(c)(3) 41036 Community Investment, Donor Designations Intercultural Community Center 36 Patrick Dr Westbrok ME 04092 471737212 501(c)(3) 25000 Community Investment The Iris Network 189 Park Avenue Portland ME 04101 010196359 501(c)(3) 18388 Community Investment, Donor Designations Kennebec Valley Community Action Program 97 Water Street Waterville ME 04901 010277678 501(c)(3) 17859 Emergency Heating Assistance Learning Works 181 Brackett St Portland ME 04101 010353682 501(c)(3) 50574 Community Investment Legal Services for the Elderly 5 Wabon Street Augusta ME 04330 010359131 501(c)(3) 41345 Community Investment, Donor Designations Maine Association for the Education of Young Children PO Box 675 Yarmouth ME 04096 061713614 501(c)(3) 19892 Donor Designations Maine Public Broadcasting 1450 Lisbon St Lewiston ME 04240 223171529 501(c)(3) 7601 Donor Designations Maine Behavioral Healthcare 78 Atlantic Place South Portland ME 04106 460809288 501(c)(3) 296380 Community Investment, Donor Designations MaineHealth Care at Home 15 Industrial Park Dr Saco ME 04072 222571902 501(c)(3) 58444 Community Investment Maine Medical Center 22 Bramhall Street Portland ME 04102 010238552 501(c)(3) 84388 Let's Go! Grant, Donor Designations Mayo Street Arts 10 Mayo St Portland ME 04101 271461543 501(c)(3) 13000 Community Investment Midcoast Maine Community Action 34 Wing Farm Parkway Bath ME 04530 010315732 501(c)(3) 6367 Emergency Heating Assistance Milestone Recovery 65 India St Porltand ME 04101 016024344 501(c)(3) 50251 Community Investment Morrison Center 331 Veranda Street Portland ME 04103 010243254 501(c)(3) 58096 Community Investment, Donor Designations Muskie School of Public Service USM 34 Bedford St Portland ME 04101 043350930 501(c)(3) 13100 Community Investment My Place Teen Center 755 Main Street Westbrook ME 04092 010509578 501(c)(3) 47925 Community Investment, Donor Designations Northeast Hearing & Speech Center 75 West Commercial Street Suite 20 Portland ME 04101 010228262 501(c)(3) 86000 Community Investment, Donor Designations Peaks Island Children's Workshop PO Box 80 Peaks Island ME 04108 010482767 501(c)(3) 12609 Community Investment Penquis CAP Inc PO Box 1162 Bangor ME 04401 016023748 501(c)(3) 21559 Emergency Heating Assistance Pine Tree Legal Assistance PO Box 547 Portland ME 04112 010279387 501(c)(3) 60612 Community Investment, Donor Designations Planned Parenthood of Northern New England 51 US Route 1 Suite C Scarborough ME 04074 030222941 501(c)(3) 20714 Donor Designations Portland Community Health Center 180 Park Ave Portland ME 04102 454960453 501(c)(3) 25000 Community Investment Portland Housing Authority 14 Baxter Blvd Portland ME 04101 222527595 501(c)(3) 53179 Community Investment Portland Public Library 5 Monument Sq Portland ME 04101 016000802 501(c)(3) 35056 Community Investment Portland Public Schools 353 Cumberland Avenue Portland ME 04101 460809288 Government 167900 Starting Strong Grant Portland Seamans Friend Society PO Box 777 Windham ME 04062 010211545 501(c)(3) 60000 Community Investment Preble Street PO Box 1459 Portland ME 04104 010418917 501(c)(3) 419955 Community Investment, Donor Designations Regional Transportation Program 127 St John Street Portland ME 04102 010339851 501(c)(3) 49197 Community Investment, Donor Designations Rippleffect Inc PO Box 401 Portland ME 04112 010521260 501(c)(3) 6932 Donor Designations The Salvation Army PO Box 3575 Portland ME 04104 132923701 501(c)(3) 5204 Donor Designations Sexual Assault Response Services of Southern Maine PO Box 1371 Portland ME 04104 010343943 501(c)(3) 32786 Community Investment, Donor Designations Shalom House PO Box 560 Portland ME 04112 237119236 501(c)(3) 38755 Community Investment, Donor Designations South Portland School Department 130 Westcott Rd So Portland ME 04106 016000036 Government 5000 Community Investment Susan L Curtis Foundation 1321 Washington Ave Suite 104 Portland ME 04103 010324705 501(c)(3) 7104 Donor Designations The Opportunity Alliance 50 Lydia Lane South Portland ME 04106 010316041 501(c)(3) 481249 Community Investment, Let's Go! Partnership, Heating Assistance, Donor Designations Through These Doors PO Box 704 Portland ME 04104 011352636 501(c)(3) 10974 Community Investment Tri-County Mental Health Services PO Box 2008 Lewiston ME 04241 010316041 501(c)(3) 54978 Community Investment, Donor Designations United Way of Androscoggin County PO Box 888 Lewiston ME 04243 010316813 501(c)(3) 27673 Emergency Heating Assistance, Donor Designations United Way of Aroostook County 480 Main Street 3rd Floor Presque Isle ME 04769 237147455 501(c)(3) 21523 CA$H Grant, Emergency Heating Assistance, Donor Designations United Way of Eastern Maine 24 Springer Drive Suite 201 Bangor ME 04401 010211478 501(c)(3) 26167 CA$H Grant, Emergency Heating Assistance, Donor Designations United Way of Kennebec Valley 331 Water Street Suite 5 Augusta ME 04330 016004404 501(c)(3) 16861 Emergency Heating Assistance, Donor Designations United Way of Mid-Coast Maine 34 Wing Farm Parkway Suite 201 Bath ME 04530 016004866 501(c)(3) 49066 Emergency Heating Assistance, Donor Designations United Way of Mid-Maine PO Box 91 Waterville ME 04901 010233280 501(c)(3) 11779 CA$H Grant, Emergency Heating Assistance, Donor Designations United Way of the Tri-Valley PO Box 126 Farmington ME 04938 010377559 501(c)(3) 9061 CA$H Grant, Emergency Heating Assistance, Donor Designations United Way of York County PO Box 9300 Kennebunk ME 04043 010276862 501(c)(3) 79502 Emergency Heating Assistance, Donor Designations University of Southern Maine 96 Falmouth Street Portland ME 04901 460809288 501(c)(3) 76560 Community Investment Waldo Community Action Partners PO Box 130 Belfast ME 04915 016020566 501(c)(3) 5395 Emergency Heating Assistance Washington Hancock Community Action PO Box 280 Milbridge ME 04658 520817684 501(c)(3) 10624 Emergency Heating Assistance Wayside Food Programs PO Box 1278 Portland ME 04104 222806424 501(c)(3) 47971 Community Investment, Donor Designations Western Maine Community Action PO Box 200 East Wilton ME 04234 010275156 501(c)(3) 5071 Emergency Heating Assistance YMCA of Southern Maine PO Box 1078 Portland ME 04104 010211568 501(c)(3) 98330 Community Investment, Donor Designations York County Community Action PO Box 727 Sanford ME 04073 016020406 501(c)(3) 18551 Emergency Heating Assistance Youth & Family Outreach 331 Cumberland Avenue Portland ME 04101 010374597 501(c)(3) 44606 Community Investment, Donor Designations 81 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. Designations: Organizations receiving donor designated contributions through United Way undergo screening prior to distribution of funding. Such screening includes certification that the organization 1) is a non-profit under IRS code section 501(c)(3); 2) provides health and human services; and 3) is not fraternal, political or religious in nature. In addition, organizations must provide verification of compliance with the USA Patriot Act. X X X X 0 0 0 0 0 0 0 0 0 Liz Cotter Schlax Secretary/President/CEO 162133 0 0 0 494 0 9728 0 2344 0 174699 0 0 0 X 48 262164 Stock Exchange Price 0 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, Operations and Planning, President, 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 IX, Line 25: Indirect Expense Calculation: A calculation of United Way of Greater Portland's operating expense ratio according to the data included in Form 990, Part VIII, Statement of Revenue and Form 990, Part IX, Statement of Functional Expenses, includes expenses associated with soliciting, collecting, and distributing over $5.8 million in out-of-area pledges in 2019. Revenues associated with these pledges are excluded from the Statement of Revenue, as United Way Worldwide standards dictate that such pledges represent revenue to the United Way in which the donor works. Similarly, dollars raised on behalf of 211 Maine are excluded from the Statement of Revenue, as 211 Maine issues its own Form 990, but some costs incurred in soliciting those dollars are included in the Statement of Functional Expenses. The below calculation, which includes all funds processed by the United Way of Greater Portland, better represents the Organization's operational efficiency, and is included in the Organization's audited financial statements for the year ended June 30, 2019: Supporting Services: 2019 2018 Fundraising 1,159,038 1,157,055 Management & General 770,443 760,158 Total Supporting Services 1,929,481 1,917,213 Revenue: 2019 2018 Sources Listed Above 9,747,174 11,228,363 Out-of-Area Pledges 5,890,497 5,783,777 211 Maine Revenue 867,676 874,235 Total Sources 16,505,347 17,886,375 Operating Expense Ratio 11.5% 10.7% Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: United Way, Inc. One Canal Plaza 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 -35,553. 211 Maine Inc PO Box 15200 Portland ME 041125200 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 95423 1236456 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 143328 Cash Value