UNITED WAY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY INC (EIN 01-0241767)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-20
- IRS object ID
- 201930519349300708
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-20T14:54:43-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010241767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2078741000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Canal Plaza No 300 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Liz Cotter Schlax | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 2078741000 | PhoneNum |
| Signature | 2019-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2019-02-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.157.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-19 | IPDt |
| IP Tm | 19:41:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 15D84E00388989A2FD892B611AF49EE7CA45C0C7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B6CABA93EC29A130F91389D5843EEEAA10181012 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Greater Portland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Liz Cotter Schlax | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Canal Plaza No 300 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,378,857 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwaygp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 1715 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,983 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,438,203 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,738,714 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $496,081 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $520,361 | CYProgramServiceRevenueAmt |
| PY Investment Income | $718,680 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,010,385 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,652,964 | PYTotalRevenueAmt |
| CY Total Revenue | $11,269,460 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,569,711 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,494,491 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,518,324 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,786,114 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,176,653 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,048,013 | PYOtherExpensesAmt |
| CY Other Expenses | $1,037,897 | CYOtherExpensesAmt |
| PY Total Expenses | $9,136,048 | PYTotalExpensesAmt |
| CY Total Expenses | $9,318,502 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $516,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,950,958 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,273,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,900,385 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,262,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,501,851 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,011,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,398,534 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | For more than 85 years, United Way of Greater Portland's mission has been to improve people's lives by mobilizing the caring power of our community. Today, we, as a backbone or anchor 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,136,130 | ExpenseAmt |
| Grant | $952,845 | GrantAmt |
| Desc | Goal 1: By 2027, 70% of children read proficiently at the end of third grade.This goal is about giving kids a strong start because 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.UWGP funding that supports Goal 1 enabled, among other things:1. 281 children in high-quality early childhood programs to make progress on developmental milestones and be better prepared for kindergarten. 2. 50 elementary school children from Portland's East Bayside neighborhood to strengthen their reading skills while engaging in the arts.3. 76 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 affinity 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 programming for under-served kids in Cumberland County. Funding supports Mayo Street Arts' programming that provides a vibrant, safe, and inspiring center of summer learning engaging 29 children in reading and arts. They also fund Youth and Family Outreach's Family Matters program, which aims to reduce food insecurity for children focusing on creating building blocks that low-income families can use to create habits of eating healthy meals together. Count ME In is an innovative partnership of schools, parents, youth, and community organizations working to improve elementary school attendance. They work with nine consortium school districts and seven rural 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,508,686 | ExpenseAmt |
| Grant | $1,455,206 | GrantAmt |
| Desc | Goal 2: By 2027, 70% of households pay less than 30% of their income on housing.This goal is about empowering our neighbors to thrive and 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.UWGP funding that supports Goal 2 enabled, among other things:1. 26 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. 298 people to secure employment after receiving job training or support services.3. 1,019 low and moderate-income households in Cumberland County to file their income taxes for free and return $1,240,483 back into their pockets.4. An innovative community partnership that made it possible for 55 low-income adults to take care of their oral health while learning basic financial literacy skills so they can plan and save for ongoing dental health care. 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 SMCC, 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) along with 5 Healthcare employer advisors. Through the leverage of the services and programs of the GPWI stakeholders, approximately 80 individuals have attended information sessions to explore the role and complete the assessment process. Of those, 9 individuals were determined to be ready for and were connected directly to CNA certification training. An additional 26 individuals (2 cohorts) completed the Bridge to CNA class and are at various stages of their transition to related certification training and employment. 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 35 funding awarded $82,063 to 21 programs at 20 agencies in Cumberland County. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,473,683 | ExpenseAmt |
| Grant | $1,337,068 | GrantAmt |
| Desc | Goal 3: By 2027, reduce preventable premature deaths by 10%.This goal is about helping all of us in Greater Portland 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.UWGP funding that supports Goal 3 enabled, among other things:1. 302 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. 2. An innovative collaborative pilot to provide 28 individuals who are currently homeless and fighting addiction with specialized medical care services putting them on a path to health. 3. 726 youth and adults to receive support and services to address mental health issues and/or addiction to improve their daily functioning.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 the fiscal agent for the InvestHealth grant and an active participant and leader in the work. This grant 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. The average household income in the neighborhood is $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. As a result, a small grant from the Harvard Pilgrim Health Care Foundation was secured to build community garden beds to provide produce to individuals and the food pantry and to offer neighborhood-based cooking classes in the local food pantry. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,153,550 | ExpenseAmt |
| Grant | $1,749,372 | GrantAmt |
| Revenue | $520,361 | RevenueAmt |
| Desc | 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 36,709 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 $202,749 was raised for heating assistance through Keep ME Warm last year. United Way of Greater Portland estimates that more than 783 households were helped last year, directly benefiting 1,840 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 specificnonprofit 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 3, 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, Kindergarten Jump Start 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 more than 1,000 volunteers dedicate over 5,000 hours of service to 80 projects at more than 50 different sites. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,153,550 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,749,372 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $520,361 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,272,049 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wendy O'Rourke | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078741000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Canal Plaza No 300 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Anne Dalton | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William Fletcher | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Danielle Conway | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Liz Cotter Schlax | ||||||||
| Secretary/President/CEO | 40.00 | 1.00 | Yes (X) | Yes (X) | $158,707 | $0 | $11,347 | |
| Helaine Ayers | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Greg Boulos | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Martin Bruno | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tony Cipollone | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Glenn Cummings | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sean Dugan | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James Elkins | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Espinal | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joan Fischer | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Garofalo | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Greer | ||||||||
| Director (part year, out) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Henry | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lou Inzana | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Leeann Leahy | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Regina Phillips | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Rayder | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Claude Rwaganje | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Simonds | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Spencer Thibodeau | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Toner | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dana Totman | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Vail | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Wilson | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Danny Coyne | ||||||||
| SVP, Community Impact | 40.00 | 0.00 | $100,981 | $0 | $14,211 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $259,688 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,558 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $73,646 | FederatedCampaignsAmt |
| All Other Contributions | $8,665,068 | AllOtherContributionsAmt |
| Noncash Contributions | $231,675 | NoncashContributionsAmt |
| Total Contributions | $8,738,714 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Service Fees | 624200 | $485,418 | $485,418 |
| Miscellaneous Revenue | 624200 | $34,943 | $34,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $520,361 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225,577 | TotalRevenueColumnAmt |
| Exclusion | $225,577 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,894,205 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,109,397 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,784,808 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,784,808 | TotalRevenueColumnAmt |
| Exclusion | $1,784,808 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,269,460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $520,361 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,010,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,483,541 | TotalAmt |
| Program Services | $5,483,541 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,950 | TotalAmt |
| Program Services | $10,950 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,054 | TotalAmt |
| Program Services | $93,530 | ProgramServicesAmt |
| Management And General | $35,711 | ManagementAndGeneralAmt |
| Fundraising | $40,813 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,104,891 | TotalAmt |
| Program Services | $957,094 | ProgramServicesAmt |
| Management And General | $468,759 | ManagementAndGeneralAmt |
| Fundraising | $679,038 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,890 | TotalAmt |
| Program Services | $38,652 | ProgramServicesAmt |
| Management And General | $17,846 | ManagementAndGeneralAmt |
| Fundraising | $26,392 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,701 | TotalAmt |
| Program Services | $117,631 | ProgramServicesAmt |
| Management And General | $57,613 | ManagementAndGeneralAmt |
| Fundraising | $83,457 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,578 | TotalAmt |
| Program Services | $82,602 | ProgramServicesAmt |
| Management And General | $38,408 | ManagementAndGeneralAmt |
| Fundraising | $48,568 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,080 | TotalAmt |
| Management And General | $10,080 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Management And General | $22,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,883 | TotalAmt |
| Management And General | $30,883 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,108 | TotalAmt |
| Program Services | $78,712 | ProgramServicesAmt |
| Management And General | $38,551 | ManagementAndGeneralAmt |
| Fundraising | $55,845 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,660 | TotalAmt |
| Program Services | $27,836 | ProgramServicesAmt |
| Management And General | $10,630 | ManagementAndGeneralAmt |
| Fundraising | $18,194 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,525 | TotalAmt |
| Program Services | $111,295 | ProgramServicesAmt |
| Management And General | $39,083 | ManagementAndGeneralAmt |
| Fundraising | $62,147 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,180 | TotalAmt |
| Program Services | $127,426 | ProgramServicesAmt |
| Management And General | $53,955 | ManagementAndGeneralAmt |
| Fundraising | $86,799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,190 | TotalAmt |
| Program Services | $28,108 | ProgramServicesAmt |
| Management And General | $4,204 | ManagementAndGeneralAmt |
| Fundraising | $6,878 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,487 | TotalAmt |
| Program Services | $48,536 | ProgramServicesAmt |
| Management And General | $12,104 | ManagementAndGeneralAmt |
| Fundraising | $23,847 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,487 | TotalAmt |
| Program Services | $38,933 | ProgramServicesAmt |
| Management And General | $17,975 | ManagementAndGeneralAmt |
| Fundraising | $26,579 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,787 | TotalAmt |
| Program Services | $15,756 | ProgramServicesAmt |
| Management And General | $7,274 | ManagementAndGeneralAmt |
| Fundraising | $10,757 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,214 | TotalAmt |
| Program Services | $6,629 | ProgramServicesAmt |
| Management And General | $3,060 | ManagementAndGeneralAmt |
| Fundraising | $4,525 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Total | $9,296 | TotalAmt |
| Program Services | $4,818 | ProgramServicesAmt |
| Management And General | $1,664 | ManagementAndGeneralAmt |
| Fundraising | $2,814 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,318,502 | TotalAmt |
| Program Services | $7,272,049 | ProgramServicesAmt |
| Management And General | $869,800 | ManagementAndGeneralAmt |
| Fundraising | $1,176,653 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,884 | BOYAmt |
| EOY | $1,896 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,996,786 | BOYAmt |
| EOY | $5,167,037 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,744,510 | BOYAmt |
| EOY | $5,461,938 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,409 | BOYAmt |
| EOY | $27,621 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,973 | BOYAmt |
| EOY | $101,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $421,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $296,173 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,013 | BOYAmt |
| EOY | $124,897 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,128,344 | BOYAmt |
| EOY | $7,779,643 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,977 | BOYAmt |
| EOY | $1,235,365 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,273,896 | BOYAmt |
| EOY | $19,900,385 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,523 | BOYAmt |
| EOY | $381,620 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,157 | BOYAmt |
| EOY | $158,022 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,586,050 | BOYAmt |
| EOY | $3,962,209 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,262,730 | BOYAmt |
| EOY | $4,501,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,357 | BOYAmt |
| EOY | $6,777,842 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,240,763 | BOYAmt |
| EOY | $5,373,259 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,209,046 | BOYAmt |
| EOY | $3,247,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,011,166 | BOYAmt |
| EOY | $15,398,534 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,273,896 | BOYAmt |
| EOY | $19,900,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,950,958 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,320,637 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$242,953 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,165,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,467,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,234,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,438,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,738,714 | CurrentTaxYearAmt |
| Total | $41,045,169 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,165,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,467,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,234,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,438,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,738,714 | CurrentTaxYearAmt |
| Total | $41,045,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,519,150 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,526,019 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $235,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,577 | CurrentTaxYearAmt |
| Total | $1,107,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,152,672 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,459,978 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,260 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,628 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,888 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,309,614 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,318,502 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $615,925 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $153,981 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $530,583 | CurrentYearMinus3Amt |
| Current Year Minus2 | $524,994 | CurrentYearMinus2Amt |
| Current Year Minus1 | $542,847 | CurrentYearMinus1Amt |
| Current Year | $615,925 | CurrentYearAmt |
| Total | $2,214,349 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,321,524 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,521 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,650 | CurrentYearMinus2Amt |
| Current Year Minus1 | $18,356 | CurrentYearMinus1Amt |
| Current Year | $8,888 | CurrentYearAmt |
| Total | $48,415 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $132,646 | CurrentYearMinus3Amt |
| Current Year Minus2 | $131,249 | CurrentYearMinus2Amt |
| Current Year Minus1 | $135,712 | CurrentYearMinus1Amt |
| Current Year | $153,981 | CurrentYearAmt |
| Total | $553,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $830,382 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,550 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,955 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,000 | CurrentYearMinus1Amt |
| Current Year | $5,260 | CurrentYearAmt |
| Total | $14,765 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,100,206 | BeginningYearBalanceAmt |
| Contributions | $20,345 | ContributionsAmt |
| Investment Earnings Or Losses | $206,089 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,429 | GrantsOrScholarshipsAmt |
| Other Expenditures | $218,277 | OtherExpendituresAmt |
| Administrative Expenses | $30,883 | AdministrativeExpensesAmt |
| End Year Balance | $8,069,051 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,294,377 | BeginningYearBalanceAmt |
| Contributions | $146,187 | ContributionsAmt |
| Investment Earnings Or Losses | $924,541 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,105 | GrantsOrScholarshipsAmt |
| Other Expenditures | $161,872 | OtherExpendituresAmt |
| Administrative Expenses | $46,922 | AdministrativeExpensesAmt |
| End Year Balance | $8,100,206 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,532,477 | BeginningYearBalanceAmt |
| Contributions | $41,134 | ContributionsAmt |
| Investment Earnings Or Losses | $1,633 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,716 | GrantsOrScholarshipsAmt |
| Other Expenditures | $205,136 | OtherExpendituresAmt |
| Administrative Expenses | $20,015 | AdministrativeExpensesAmt |
| End Year Balance | $7,294,377 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,615,873 | BeginningYearBalanceAmt |
| Contributions | $12,787 | ContributionsAmt |
| Investment Earnings Or Losses | $203,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,827 | GrantsOrScholarshipsAmt |
| Other Expenditures | $199,688 | OtherExpendituresAmt |
| Administrative Expenses | $43,792 | AdministrativeExpensesAmt |
| End Year Balance | $7,532,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,621,777 | BeginningYearBalanceAmt |
| Contributions | $44,744 | ContributionsAmt |
| Investment Earnings Or Losses | $1,245,572 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,184 | GrantsOrScholarshipsAmt |
| Other Expenditures | $195,772 | OtherExpendituresAmt |
| Administrative Expenses | $44,264 | AdministrativeExpensesAmt |
| End Year Balance | $7,615,873 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $421,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,173 | DepreciationAmt |
| Book Value | $124,897 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,897 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Perpetual Trust | Desc |
| Book Value | $1,235,365 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,235,365 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Designations Payable | Desc |
| Amt | $3,962,209 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,962,209 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,917,053 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,320,637 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,320,637 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,237,690 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,883 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,000,887 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,031,770 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,269,460 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,193,385 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,193,385 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,883 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,094,234 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,125,117 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,318,502 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1,000,887. |
| Part XII, Line 4b - Other Adjustments: | Donor Designated Grants & Awards 1,094,234. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (71 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 2-1-1 Maine Inc | |||||||
| PO Box 15200 | Portland | ME | 04112 | 300194364 | 501(c)(3) | $140,388 | Information & Referral, Grant, Donor Designations |
| A Company of Girls | |||||||
| PO Box 7527 | Portland | ME | 04112 | 050631726 | 501(c)(3) | $45,736 | Community Investment, Donor Designations |
| American Lung Association | |||||||
| 122 State Street | Augusta | ME | 04330 | 060646594 | 501(c)(3) | $35,008 | Donor Designations |
| American Red Cross of Southern Maine | |||||||
| 2401 Congress Street | Portland | ME | 04102 | 010215209 | 501(c)(3) | $16,706 | Community Investment, Donor Designations |
| Amistad | |||||||
| PO Box 992 | Portland | ME | 04104 | 010500860 | 501(c)(3) | $47,963 | Community Investment, Donor Designations |
| Aroostook County Action Program | |||||||
| PO Box 1116 | Presque Isle | ME | 04769 | 010315849 | 501(c)(3) | $14,488 | Emergency Heating Assistance |
| Big Brothers Big Sisters of Southern Maine | |||||||
| 195 Lancaster Street | Portland | ME | 04101 | 010475146 | 501(c)(3) | $90,015 | Community Investment, Donor Designations |
| Boys & Girls Clubs of Southern Maine | |||||||
| PO Box 7830 | Portland | ME | 04112 | 010211543 | 501(c)(3) | $330,052 | Community Investment, Donor Designations |
| Cancer Community Center | |||||||
| 778 Main Street | South Portland | ME | 04106 | 010513301 | 501(c)(3) | $7,378 | Donor Designations |
| Caring Resources for Living - North Yarmouth | |||||||
| 1018 North Road | North Yarmouth | ME | 04097 | 200868716 | 501(c)(3) | $13,421 | Donor Designations |
| Catherine Morrill Day Nursery | |||||||
| 96 Danford Street | Portland | ME | 04101 | 010211542 | 501(c)(3) | $67,134 | Community Investment, Donor Designations |
| Catholic Charities Maine | |||||||
| PO Box 10660 | Portland | ME | 04104 | 010228225 | 501(c)(3) | $247,022 | Community Investment, Donor Designations |
| Center for Grieving Children | |||||||
| PO Box 1438 | Portland | ME | 04104 | 010431501 | 501(c)(3) | $125,735 | Community Investment, Donor Designations |
| Central Maine Medical Center | |||||||
| 300 Maine Street | Lewiston | ME | 04101 | 010211494 | 501(c)(3) | $10,563 | Donor Designations |
| City of Portland | |||||||
| 389 Congress Street | Portland | ME | 04101 | 016000032 | Government | $115,000 | Let's Go! Grant |
| Community Concepts | |||||||
| PO Box 278 | South Paris | ME | 04281 | 010424969 | 501(c)(3) | $17,048 | Emergency Heating Assistance, Donor Designations |
| Community Counseling Center | |||||||
| 165 Lancaster Street | Portland | ME | 04101 | 460809288 | 501(c)(3) | $9,106 | Donor Designations |
| Community Dental | |||||||
| 276 Canco Road | Portland | ME | 04103 | 237129502 | 501(c)(3) | $139,927 | Community Investment, Donor Designations |
| Council For A Strong America | |||||||
| 4 Jersey Circle | Topsham | ME | 04086 | 133840271 | 501(c)(3) | $35,000 | Early Childhood Funders Grant |
| Day One | |||||||
| 525 Main Street | South Portland | ME | 04106 | 010322532 | 501(c)(3) | $167,486 | Community Investment, Donor Designations |
| Educate Maine | |||||||
| 482 Congress Street | Portland | ME | 04101 | 203559947 | 501(c)(3) | $20,000 | Count ME in Grant |
| Family Crisis Services | |||||||
| PO Box 704 | Portland | ME | 04104 | 010352636 | 501(c)(3) | $88,868 | Community Investment, Donor Designations |
| Frannie Peabody Center | |||||||
| 335 Valley Street | Portland | ME | 04102 | 010416974 | 501(c)(3) | $45,979 | Community Investment, Donor Designations |
| Freeport Community Services | |||||||
| PO Box 119 | Freeport | ME | 04032 | 010332769 | 501(c)(3) | $33,870 | Community Investment, Donor Designations |
| Girl Scouts of Maine | |||||||
| PO Box 9421 | South Portland | ME | 04106 | 010269802 | 501(c)(3) | $21,164 | Community Investment, Donor Designations |
| Good Shepherd Food Bank | |||||||
| PO Box 1807 | Auburn | ME | 04211 | 222986809 | 501(c)(3) | $5,606 | Donor Designations |
| Goodwill Industries of Northern New England | |||||||
| PO Box 8600 | Portland | ME | 04104 | 010284340 | 501(c)(3) | $96,736 | Community Investment, Donor Designations |
| HomeHealth Visiting Nurses of Southern Maine | |||||||
| 15 Industrial Park Road | Saco | ME | 04072 | 237204938 | 501(c)(3) | $89,619 | Community Investment, Donor Designations |
| Immigrant Legal Advocacy Project | |||||||
| PO Box 17917 | Portland | ME | 04112 | 223260883 | 501(c)(3) | $41,468 | Community Investment, Donor Designations |
| The Iris Network | |||||||
| 189 Park Avenue | Portland | ME | 04101 | 010196359 | 501(c)(3) | $26,573 | Community Investment, Donor Designations |
| Kennebec Valley Community Action Program | |||||||
| 97 Water Street | Waterville | ME | 04901 | 010277678 | 501(c)(3) | $20,121 | Emergency Heating Assistance |
| Kids First Center | |||||||
| 222 St John Street Suite 101 | Portland | ME | 04102 | 222993035 | 501(c)(3) | $22,998 | Community Investment, Donor Designations |
| Legal Services for the Elderly | |||||||
| 5 Wabon Street | Augusta | ME | 04330 | 010359131 | 501(c)(3) | $52,693 | Community Investment, Donor Designations |
| Maine Behavioral Healthcare | |||||||
| 78 Atlantic Place | South Portland | ME | 04106 | 460809288 | 501(c)(3) | $285,577 | Community Investment, Donor Designations |
| Maine Medical Center | |||||||
| 22 Bramhall Street | Portland | ME | 04102 | 010238552 | 501(c)(3) | $13,843 | Let's Go! Grant, Donor Designations |
| Midcoast Maine Community Action | |||||||
| 34 Wing Farm Parkway | Bath | ME | 04530 | 010315732 | 501(c)(3) | $7,141 | Emergency Heating Assistance |
| Morrison Center | |||||||
| 331 Veranda Street | Portland | ME | 04103 | 010243254 | 501(c)(3) | $66,885 | Community Investment, Donor Designations |
| My Place Teen Center | |||||||
| 755 Main Street | Westbrook | ME | 04092 | 010509578 | 501(c)(3) | $59,254 | Community Investment, Donor Designations |
| Northeast Hearing & Speech Center | |||||||
| 75 West Commercial Street Suite 20 | Portland | ME | 04101 | 010228262 | 501(c)(3) | $85,907 | Community Investment, Donor Designations |
| Peaks Island Children's Workshop | |||||||
| PO Box 80 | Peaks Island | ME | 04108 | 010482767 | 501(c)(3) | $18,101 | Community Investment |
| Penquis CAP Inc | |||||||
| PO Box 1162 | Bangor | ME | 04401 | 016023748 | 501(c)(3) | $24,155 | Emergency Heating Assistance |
| Pine Tree Legal Assistance | |||||||
| PO Box 547 | Portland | ME | 04112 | 010279387 | 501(c)(3) | $86,976 | Community Investment, Donor Designations |
| Planned Parenthood of Northern New England | |||||||
| 51 US Route 1 Suite C | Scarborough | ME | 04074 | 030222941 | 501(c)(3) | $22,446 | Donor Designations |
| Portland Public Schools | |||||||
| 353 Cumberland Avenue | Portland | ME | 04101 | 460809288 | Government | $124,400 | Starting Strong Grant |
| Preble Street | |||||||
| PO Box 1459 | Portland | ME | 04104 | 010418917 | 501(c)(3) | $427,808 | Community Investment, Donor Designations |
| Regional Transportation Program | |||||||
| 127 St John Street | Portland | ME | 04102 | 010339851 | 501(c)(3) | $71,045 | Community Investment, Donor Designations |
| Rippleffect Inc | |||||||
| PO Box 401 | Portland | ME | 04112 | 010521260 | 501(c)(3) | $8,138 | Donor Designations |
| The Salvation Army | |||||||
| PO Box 3575 | Portland | ME | 04104 | 132923701 | 501(c)(3) | $5,486 | Donor Designations |
| Sea Change Yoga | |||||||
| PO Box 8135 | Portland | ME | 04104 | 813547718 | 501(c)(3) | $10,000 | Donor Designations |
| Sexual Assault Response Services of Southern Maine | |||||||
| PO Box 1371 | Portland | ME | 04104 | 010343943 | 501(c)(3) | $41,153 | Community Investment, Donor Designations |
| Shalom House | |||||||
| PO Box 560 | Portland | ME | 04112 | 237119236 | 501(c)(3) | $52,682 | Community Investment, Donor Designations |
| Susan L Curtis Foundation | |||||||
| 1321 Washington Ave Suite 104 | Portland | ME | 04103 | 010324705 | 501(c)(3) | $6,452 | Donor Designations |
| The Opportunity Alliance | |||||||
| 50 Lydia Lane | South Portland | ME | 04106 | 010316041 | 501(c)(3) | $642,678 | Community Investment, Let's Go! Partnership, Heating Assistance, Donor Desig |
| Tri-County Mental Health Services | |||||||
| PO Box 2008 | Lewiston | ME | 04241 | 010316813 | 501(c)(3) | $24,749 | Community Investment, Donor Designations |
| United Way of Androscoggin County | |||||||
| PO Box 888 | Lewiston | ME | 04243 | 010211564 | 501(c)(3) | $27,008 | Emergency Heating Assistance, Donor Designations |
| United Way of Aroostook County | |||||||
| 480 Main Street 3rd Floor | Presque Isle | ME | 04769 | 237147455 | 501(c)(3) | $7,346 | CA$H Grant, Emergency Heating Assistance, Donor Designations |
| United Way of Eastern Maine | |||||||
| 24 Springer Drive Suite 201 | Bangor | ME | 04401 | 010211478 | 501(c)(3) | $18,100 | CA$H Grant, Emergency Heating Assistance, Donor Designations |
| United Way of Kennebec Valley | |||||||
| 331 Water Street Suite 5 | Augusta | ME | 04330 | 016004404 | 501(c)(3) | $8,657 | Emergency Heating Assistance, Donor Designations |
| United Way of Mid-Coast Maine | |||||||
| 34 Wing Farm Parkway Suite 201 | Bath | ME | 04530 | 016004866 | 501(c)(3) | $43,484 | Emergency Heating Assistance, Donor Designations |
| United Way of Mid-Maine | |||||||
| PO Box 91 | Waterville | ME | 04901 | 010233280 | 501(c)(3) | $7,445 | CA$H Grant, Emergency Heating Assistance, Donor Designations |
| United Way of York County | |||||||
| PO Box 9300 | Kennebunk | ME | 04043 | 010276862 | 501(c)(3) | $75,691 | Emergency Heating Assistance, Donor Designations |
| University of Southern Maine | |||||||
| 96 Falmouth Street | Portland | ME | 04901 | 460809288 | Government | $19,435 | SMART Learning Lab |
| Waldo Community Action Partners | |||||||
| PO Box 130 | Belfast | ME | 04915 | 016020566 | 501(c)(3) | $6,045 | Emergency Heating Assistance |
| Washington Hancock Community Action | |||||||
| PO Box 280 | Milbridge | ME | 04658 | 520817684 | 501(c)(3) | $11,903 | Emergency Heating Assistance |
| Wayside Food Programs | |||||||
| PO Box 1278 | Portland | ME | 04104 | 222806424 | 501(c)(3) | $34,531 | Community Investment, Donor Designations |
| Westbrook School Department | |||||||
| 117 Stroudwater Street | Westbrook | ME | 04092 | 016000038 | Government | $27,915 | Westbrook Children's Project |
| Western Maine Community Action | |||||||
| PO Box 200 | East Wilton | ME | 04234 | 010275156 | 501(c)(3) | $5,071 | Emergency Heating Assistance |
| YMCA of Southern Maine | |||||||
| PO Box 1078 | Portland | ME | 04104 | 010211568 | 501(c)(3) | $113,678 | Community Investment, Donor Designations |
| York County Community Action | |||||||
| PO Box 727 | Sanford | ME | 04073 | 016020406 | 501(c)(3) | $9,776 | Emergency Heating Assistance |
| York County Shelter Programs | |||||||
| PO Box 820 | Alfred | ME | 04102 | 010364089 | 501(c)(3) | $10,627 | Community Investment, Donor Designations |
| Youth & Family Outreach | |||||||
| 331 Cumberland Avenue | Portland | ME | 04101 | 010374597 | 501(c)(3) | $70,329 | Community Investment, Donor Designations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 71 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Higgins Scholarships | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $10,950 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Liz Cotter Schlax | PersonNm |
| Title | Secretary/President/CEO | TitleTxt |
| Base Compensation Filing Org | $158,227 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $480 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,123 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,224 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $170,054 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 45 | ContributionCnt |
| Noncash Contributions Rpt F990 | $231,675 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Exchange Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Local brokers are used to sell stock. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Greater 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 2018. 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, 2018: Supporting Services: 2018 2017 Fundraising 1,157,055 1,136,253 Management & General 760,158 668,964 Total Supporting Services 1,917,213 1,805,217 Revenue: 2018 2017 Sources Listed Above 11,228,363 9,620,824 Out-of-Area Pledges 5,783,777 5,612,118 211 Maine Revenue 874,235 786,671 Total Sources 17,886,375 16,019,613 Operating Expense Ratio 10.8% 11.3% |
| 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 93,347. Net Asset Transfer to Maine Community Foundation -336,300. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 211 Maine Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 15200 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041125200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300194364 | EIN |
| Primary Activities | Health and human service information and referral service | PrimaryActivitiesTxt |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 211 Maine Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $140,388 | InvolvedAmt |
| Method Of Amount Determination | Cash Value | MethodOfAmountDeterminationTxt |
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