2019-11-13T12:12:52-06:00 2019-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2018-07-01 010274725 The Opportunity Alliance OPPO 2078741175 50 Lydia Lane South Portland ME 04106 Dawn Ouellette Chief Financial Officer 2078741175 2019-10-30 1 Barbara J McGuan CPA P00219457 2077752387 2019-10-30 69.49.157.66 2019-10-30 10:22:08 ED P 8B04EC08AF02322EA9ED1307B74D8AF8BDCA5114 32BC52385E097AD1B92E63E6016D3C1011811B46 2018 2020-03-31 21:24:44Z Joseph Everett 50 Lydia Lane South Portland ME 04106 29576059 0 X www.opportunityalliance.org X 1965 ME Transforming our community by helping people in need build better lives. 22 22 585 149 0 0 16680086 18056930 11107776 11036422 44303 383034 -88295 -56024 27743870 29420362 1071990 1467624 0 0 19888376 20511788 0 0 236085 6752749 6927633 27713115 28907045 30755 513317 13662079 12834072 9032123 7508479 4629956 5325593 X Transforming our community by helping people in need build better lives. 0 0 6865025 829773 2996474 Service Area 1: Children and Family Services and SupportsThis area includes all of our early childhood development programming, our home visiting programming for expectant parents and the parents of toddlers, and our nutrition programming.-Early Head Start: a free family visiting program for qualifying families. "Parent Partners" make weekly home visits to pregnant mothers, and children age 0-3 and their families. -Head Start: a program that provides all children with a safe nurturing environment while supporting parents while they identify and meet their own goals and nurture the development of their children. Head Start sites are located throughout Cumberland County. Head Start is part/day part/year. Free program to qualifying families.-Public PreK Partnerships: Head Start partners with the Public School System. Head Start and Department of Education funds are used to deliver this model. In these classrooms, transportation is provided by the school districts. -Child Care: Offered full-day/full year. We serve children 6 weeks to 5 years old. Subsidized child care fees are on a sliding scale and are based on household income and family size. -Maine Families: Works in partnership with expectant parents and parents of babies and toddlers to ensure safe home environments, promote healthy growth and development for babies and young children, and provide key connections to needed services.-CDA Development Center: Offers training for the Child Development Associate credential. The CDA credential is recognized nationally as the quality standard for professional early childhood educators. CDA training helps teachers work effectively with infants, toddlers, preschoolers and their families in either a center-based or family childcare setting.Nutrition Services:Our Nutrition programs aim to promote child and family wellness by providing nutrition services that supplement and compliment those of the home and community. Our Nutrition Services include:-Women, Infants and Children (WIC): WIC is a nutritional education program which provides supplemental foods to promote good health for pregnant, postpartum, and breastfeeding women, and infants and children up to age 5.-Summer Food Service Program: We collaborate with numerous community partners and volunteers to ensure that meals are available Monday-Friday for children during the summer months when school is out. -Kids Katering: provides quality, nutritious affordable and accessible meals to children and seniors. 14236670 6282919 Service Area 2: Mental Health and Co-occurring Mental Health and Substance Use Disorder TreatmentThis area includes our adult mental health services, our children and youth mental health services, our residential treatment programming, and our crisis services.Children & Youth Mental Health Services:-Children's Case Management: Case managers help to coordinate and advocate for needed mental health, educational, legal, financial and supportive services for children and youth ages birth to 21 years. -Children's Outpatient Therapy: offers outpatient therapy in both York and Cumberland counties. Licensed therapists work with families to create a therapy best matched to the child's and family's strengths and needs. -Children's Behavorial Health Home: an integrated approach for management of physical and mental health needs. For children with any emotional or behavorial disturbance, it offers a new reference of managed care. This service can also help the child and family access social services, transportation, and other supports. -Homeless Youth Services: provides intensive case management for homeless & street youth, boys and girls ages six to 21. Our Homeless Youth Services (HYS) case managers focus on supporting and stabilizing the client's entire family - siblings and parents, too.-Behavioral Health Services at Long Creek Youth Development Center: provides comprehensive clinical services to youth ages 11-20 residing at the Long Creek Youth Development Center and to their family members.-Young Parent Program: a parenting education program for young parents who are pregnant, parenting, and or working on reunification. We partner with young parents to support healthy attachments, child development, and connection to community with family centered case management; prenatal education; infant and toddler development; and parenting classes. -22 Park Avenue: offers housing for six homeless, pregnant or parenting people up to age 22 and their children. The program's goal is to give homeless parents the skills and support they need to feel empowered to make smart decisions and positive choices for their families. -Trauma Informed High Fidelity Wraparound: strictly adhering to the practice of High Fidelity Wraparound as defined by the National Wraparound Initiative, our Trauma Informed High Fidelity Wraparound program works with youth involved in the juvenile justice system and their families statewide. -Adolescent Community Integration Services: We work with homeless adolescents through our MaineStay residence. Community Integration Service at MaineStay focuses on assisting the adolescents (ages 16-21) plan and implement their goals while residing at MaineStay and once the adolescent leaves MaineStay, whether or not they have completed the full residential program.-Behavioral Health Home: a partnership with local Health Home practices with a goal of better managing the integrated physical and behavioral health needs of eligible adults and improving the mental and physical health outcomes for individuals living with severe and persistent mental illness and co-occurring disorders.-Peer Wellness Program: for the clients within the Behavioral Health Home, the peer-led wellness groups are facilitated by Peer and Family Health Navigators who have diverse lived experience and share their stories of living with and overcoming mental health struggles. The wellness programming includes workshops, a drop-in group focused on nourishing the body mind and soul while fostering community inclusion.-RISE: A community-based reintegration and independent living home for transition age young men committed at Long Creek Youth Development Center. This programs helps the youth with housing, independent living skills, education, and employment development.Adult Mental Health Services:-Community Support Services (CSS): provides adult case management for individuals diagnosed with a mental illness and possibly co-occurring addiction disorder. -Adult Community Integration Services:For individuals diagnosed with mental illness and possibly co-occurring disorder who are homeless or at risk of homelessness. -The Women's Project: is a targeted case management program for women affected by substance use (their own or others). The Women's Project addresses barriers to treatment and recovery. The staff also provides information and referral to additional services and supports.-MaineStay: A Portland-based collaborative program includes an eight-bed residential treatment facility and support services for young adults, 18-25, struggling with homelessness and mental illness.-The Bridge: a 12 bed short term residential treatment program for homeless adults with a major mental illness, provides a comprehensive treatment program that assists residents with securing long-term housing while stabilizing their mental health and connecting them to community resources and supports. The Bridge is staffed 24/7 for mental health support and medication administration. -Gordon Green: An eight-bed permanent residence providing intensive treatment and support for elderly adults under guardianship with a combination of challenges including mental illness and disabilities related to age or physical impairments.-Helen Winslow Ray House: A seven-bed comprehensive rehabilitation residence providing support, counseling and advocacy for adults with a major mental illness.-Morrison Place at Randall Street: A 12-bed treatment facility offering intensive individualized treatment of homeless adults with co-occurring mental health and substance abuse issues.Crisis Services: -Cumberland County Crisis Response: a comprehensive 24-hour mental health crisis system offering phone and face-to-face crisis intervention and stabilization services, including: -774-HELP: Available 24 hours a day, 365 days a year, 774-HELP(4357) offers immediate access to crisis intervention, suicide prevention/intervention, crisis/supportive counseling, problem solving services to adults and children throughout Cumberland County.-Mobile Outreach: Available 24- hours a day, 365 days a year, Mobile Outreach offers face to face crisis intervention services for adults, families and children during a mental health crisis. A range of services includes crisis assessment and intervention and stabilization services. -Peer & Family Navigators: Peer & Family Navigators are consumers of mental health/substance use services and are currently in recovery. They are an integral part of the Mobile Outreach team providing short term supports to help others become and stay engaged in the recovery process to promote recovery.-Mental Health/Police Liaison: Working closely with the Portland Police Department, this specially trained staff-person provides crisis intervention, assessment, and assistance in facilitating crisis services. -Broadway Crossings: a short-term therapeutic, crisis stabilization unit that is an alternative to hospitalization for adults experiencing a mental health crisis.Statewide Crisis Telephone Response: The primary entry point of access to the continuum of activities within the Crisis Intervention System and all associated services. 4705018 637851 1757029 Service Area 3: Family and Community Supports -Parenting Education: provides individual coaching for parents, conducts trainings for parents and educators, and supports a variety of initiatives to improve parenting. -Parents as Partners: Parents who have navigated the state's child protective system successfully reunifying with their children, act as advocates and provide support to parents currently engaged in the system and attempting to reunify with their children. -Parent Coaching: Parent Coaches work with parents to customize a program that meets their particular parenting needs. Through individualized support, weekly group meetings, and connection to resources, we help parents define goals, reduce stress, and strengthen their relationships with their children. -STRONG Fathers: a program that helps men to become more skilled and active parents through classes, workshops, discussion groups, family activities, and individual mentoring.-Community Services Case Management: staff provides brief crisis intervention, assessment, work plan development, and information and referral.-General Assistance Administration: Through contracts with approximately nine towns in Cumberland County, we serve as the General Assistance Administrators assessing and granting funds to income-eligible individuals and linking them to additional services.-Community Partnerships for Protecting Children (CPPC): a locally driven, national initiative that aims to enhance the lives of children and their families by engaging neighbors and communities to support families before there is a need for more disruptive and costly intervention. -The Parkside Neighborhood Center: works to strengthen individuals & families living in the Parkside neighborhood of Portland by offering educational and cultural opportunities to connect diverse neighbors and promote social and physical well-being. The Center's programming adapts to emerging needs, the list of current program offerings is subject to change.-The Next Step Loan Fund: is a low interest micro loan program created to help small business owners in Cumberland County start or expand their business, offering a "next step" to a more secure, economically independent life.-Westbrook Children's Project: promotes healthy development for Westbrook children and youth in an effort to reduce the risks of truancy, school dropouts, substance abuse, juvenile delinquency.-Maine Youth Action Network (MYAN): Through skill building trainings, networking, leadership opportunities and technical assistance, MYAN empowers and prepares youth to be proactive, involved leaders in their schools and communities .-Foster Grandparents & Senior Companions (Senior Volunteer Programs): provides meaningful volunteer opportunities for people age 55 and over, interested in meeting critical community needs in school, child development centers, Head Start, adult day programs and private homes throughout York and Cumberland counties. Volunteers living at less than 200% of poverty are eligible to receive a non-taxable stipend in return for a 15 40 hour a week commitment.-The Public Health Program: a coalition of communities in western Cumberland County with representatives from health care organizations, nonprofit agencies, schools, law enforcement, and youth to raise awareness of public health. TOA Contact Center: a statewide health and human services information and referral system. It is an easy-to-remember three digit telephone number that helps people in accessing health and human services in their community.-Housing & Energy Services: Housing and Energy Services provide relief for income eligible households in heating and energy costs, affordable housing, and repair or replacement of household heating and energy equipment.- Resident-Led Community Building (RLCB) attempts to help transform target neighborhoods into communities where individuals and families know each other, care about each other and eventually take care of each other. It does not operate as a stand-alone program, but rather serves as a catalyst to empower communities to achieve what they want for their children, families and neighborhoods. RLCB gets residents better connected to existing resources and leverages the natural assets that exist in our neighborhoods.- Family Resiliency Pilot program uses a two-generation (2G) approach to working with families to increase their self-sufficiency. The Pilot program includes a cohort of families who, in partnership with Family Resiliency Advocates, identify goals and pursue pathways to achieving them. The program includes educational and socio-economic supports and opportunities for both children and parents. 25806713 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 194 0 1 585 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 ME X X Dawn Ouellette 2078741175 50 Lydia Lane South Portland ME 04106 Daniel Hunter Chair 4.00 X X 0 0 0 Colette Twigg-Rowse Treasurer 2.00 X X 0 0 0 Marc Doyon Secretary 3.00 X X 0 0 0 Penelope Wheeler-Abbott Trustee 1.00 X 0 0 0 Rebecca Bloch MD Trustee 4.00 X 0 0 0 Abusana Micky Bondo Trustee 3.00 X 0 0 0 Anita Chandler Trustee 1.00 X 0 0 0 Elizabeth Conrad Trustee 1.00 X 0 0 0 Sarah Coupe Trustee 1.00 0.10 X 0 0 0 Ann Courtney Trustee 3.00 X 0 0 0 Jeanne Hulit Trustee 1.00 X 0 0 0 Chris Jerome Trustee 2.00 X 0 0 0 Bernie Kavanagh Trustee 1.00 X 0 0 0 Yueying LaFleur Trustee 1.00 X 0 0 0 Anne LaFond Trustee 1.00 X 0 0 0 Steve Poulos Trustee 1.00 X 0 0 0 Marie-Christine Simbizi Trustee 1.00 X 0 0 0 Rebecca Smith Trustee 1.00 X 0 0 0 Tom Smith Trustee 2.00 X 0 0 0 Tim Soley Trustee 4.00 1.00 X 0 0 0 Jim Vachon Trustee 1.50 X 0 0 0 Cynthia Tayman-Veroneau Trustee 1.00 X 0 0 0 Joseph Everett President & CEO 40.00 1.00 X 125452 0 14747 Dawn Ouellette Chief Financial Officer 40.00 X 108106 0 25584 Michael J Tarpinian Past President & CEO 40.00 1.00 X 207503 0 15164 Christine Stelling SVP of Development 40.00 X 106546 0 25170 Denise Gay-Mathisen SVP of Quality Improvement 40.00 X 109777 0 31240 657384 0 111905 5 0 1 0 0 435089 115812 15277825 2228204 93482 18056930 MaineCare & misc other programs 624100 10327614 10327614 Client Rent 624100 696066 696066 DHHS Room & Board 624100 12742 12742 11036422 18492 18492 452715 88173 364542 364542 364542 11500 115812 67524 -56024 -56024 29420362 11036422 0 327010 829773 829773 637851 637851 496556 496556 15579620 14062007 1370948 146665 247990 209484 33665 4841 2893784 2631610 242442 19732 1293838 1141762 138995 13081 58323 344 57979 89572 89572 1218813 1067110 126566 25137 28064 16136 11197 731 872176 735545 92697 43934 1868616 1813556 46545 8515 297979 288012 9965 2 151981 114068 36907 1006 228515 173821 54694 454976 451354 3622 184779 165963 17710 1106 Client Expenses 990045 965294 191 24560 PNMI Tax 345599 345599 Payroll Processing Fee 83904 73623 9400 881 Miscellaneous 54291 83801 24596 -54106 28907045 25806713 2864247 236085 X 53870 7515 619204 852294 2108698 1934929 1093043 578480 502963 1379 18230 18103 154670 108390 13294135 6370779 7255663 6923356 1726665 1932854 129073 476772 13662079 12834072 2205514 2350925 488049 349869 3336881 3188240 2333344 1210155 668335 409290 9032123 7508479 X 3773858 4313496 825598 981597 30500 30500 4629956 5325593 13662079 12834072 513317 182320 0 X 0 1 X 1 1 1 X 16144139 15946734 14883215 16680086 18056930 81711104 16144139 15946734 14883215 16680086 18056930 81711104 81711104 17415 18775 16179 41053 18492 111914 81823018 55413501 0.99860 0.99860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8400 8400 0 Part II-B, Line 1: The organization pays dues to associations of which a portion is attributable to lobbying activities. 698662 698662 9889603 3822739 6066864 2674615 2548040 126575 31255 31255 6923356 Security Deposits 5568 Third Party Settlements 397750 Due to State of Maine 5972 409290 The Barn Raising 41266 41266 278 7044 4541 SeaDogs Welcome 30719 30719 2927 4950 5390 2 55327 43827 11500 1770 500 5402 34722 127312 115812 11500 2048 3427 17396 44653 67524 -56024 1 Aroostook County Action Program Inc P O Box 1116 Presque Isle ME 047691116 010315849 501(c)(3) 42722 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Healthy Acadia 140 State Street Suite 1 Ellsworth ME 04605 270548057 501(c)(3) 66796 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Healthy Communities Of The Capital Area 36 Brunswick Ave Gardiner ME 04345 412097383 501(c)(3) 61757 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Healthy Community Coalition of Greater Franklin County 105 MT Blue Circle Suite 1 Farmington ME 04938 223305743 501(c)(3) 51286 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Out Maine PO Box 1723 Rockland ME 04841 203682307 501(c)(3) 72978 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Penobscot Nation 23 Wabanaki Way Indian Island ME 04468 010327623 Tribal Government 99761 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Penquis CAP Inc 262 Harlow St PO Box 1162 Bangor ME 044021162 016023748 501(c)(3) 12011 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. River Coalition PO Box 229 Old Town ME 04468 010503145 501(c)(3) 31841 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Southern Maine Health Care 25 June Street Sanford ME 04073 010179500 501(c)(3) 67613 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Sweetser 50 Moody Street Saco ME 04072 010211807 501(c)(3) 323007 TOA is providing services in the Brunswick area. Because the contract requires statewide staffing, subcontractors will employ district-level staff in all other public health districts. 10 CHIP (Federal MSHA) 121 327363 Weatherization of homes. Weatherization HEAP (Federal MSHA) 26 181989 Weatherization of homes. Weatherization DOE (Federal MSHA) 21 128499 Weatherization of homes. Part I, Line 2: This is highly dependent on the contract. For all grants to individuals there are detailed monitoring requirements and our monitoring compliance is overseen by Maine State Housing Authority. These are federal pass-throughs and are subject to single audits. X X X X 0 0 0 0 0 0 0 1 0 Michael J Tarpinian Past President & CEO 189591 0 10000 0 7912 0 7546 0 7618 0 222667 0 0 0 Part I, Line 7 During calendar year 2018, Michael Tarpinian received a bonus payment in the amount of $10,000. The bonus payment was determined by the Executive Committee of the Board and Board of Directors and paid to Mr. Tarpinian based on his performance accomplishments, board relations, organizational oversight, advocacy, public relations and strategic partnerships. A MHHEFA Series 2015A Bond 010314384 5604273W4 2015-07-30 3647808 Bond refinancing 0 0 1 A 459568 3647808 62094 3585714 2015 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 X 13145 By donor X 1 5075 Shares sold X Gift Cards, Theater/Sporting Event Vouchers for clients 12 28327 By donor X Gift Cards for Holiday Drive 118 23015 By donor X Miscellaneous In Kind Services 7 18077 By donor X Silent Auction, Calendar Raffle Items, Event Items 73 5843 By donor 0 1 0 Form 990, Part VI, Section B, line 11b The draft is reviewed by the CFO. The draft is then presented to the Finance Committee by the audit firm. The Finance Committee reviews and makes a recommendation to the full Board of Trustees to approve. The Board of Trustees approves. Form 990, Part VI, Section B, line 12c The conflict of interest policy or ethics policy is reviewed annually. Statements are sent annually to the Board of Trustees and are signed, returned, and maintained on file. Statements are reviewed by the President. Form 990, Part VI, Section B, line 15a Human Resources is responsible for maintaining current tools to measure market value compensation including surveys at the national, state and industry level. Job descriptions are assigned to various ranges of pay using a matrix that measures responsibility/complexity of job function. Changes to base pay are non-routine and supported with documentation. Supervisors approve compensation. Annually, the Executive Committee acts as a Compensation Committee to review compensation of the President and makes a recommendation to the Board of Trustees, who approves. Form 990, Part VI, Section C, line 19 The bylaws, governing policies and audited financial statements are maintained at the administrative offices and are provided to the public upon request. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: The Opportunity Alliance 50 Lydia Lane South Portland, ME 04106 EIN 01-0274725 Section 1.263(a)-3(n) Election: The Opportunity Alliance is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). 50 Monument Square LLC 50 Monument Square Portland ME 04101 562519539 Own and Manage Commercial Property ME The Opportunity Alliance Ingraham Housing Corporation 50 Monument Square Portland ME 04101 010495250 Obtains low income housing financing and lease properties ME 501(c)(3) Line 12a, I The Opportunity Alliance 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 Ingraham Housing Corporation K 140742 Cash Value