2019-02-20T14:54:43-06:00 2018-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2017-07-01 010241767 United Way Inc UNIT 2078741000 One Canal Plaza No 300 Portland ME 04101 Liz Cotter Schlax President/CEO 2078741000 2019-02-19 1 Barbara J McGuan CPA P00219457 2077752387 2019-02-19 69.49.157.66 2019-02-19 19:41:09 ES P 15D84E00388989A2FD892B611AF49EE7CA45C0C7 B6CABA93EC29A130F91389D5843EEEAA10181012 2017 2019-02-21 02:37:17Z United Way of Greater Portland Liz Cotter Schlax One Canal Plaza No 300 Portland ME 04101 14378857 0 X www.unitedwaygp.org X 1929 ME Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health. 26 25 41 1715 0 13983 8438203 8738714 496081 520361 718680 2010385 0 0 9652964 11269460 5569711 5494491 0 0 2518324 2786114 0 0 1176653 1048013 1037897 9136048 9318502 516916 1950958 19273896 19900385 4262730 4501851 15011166 15398534 X 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. 0 0 1136130 952845 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. 1508686 1455206 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. 1473683 1337068 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. 3153550 1749372 520361 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. 3153550 1749372 520361 7272049 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 20 0 1 41 1 1 1 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Wendy O'Rourke 2078741000 One Canal Plaza No 300 Portland ME 04101 Anne Dalton Chair 1.00 0.00 X X 0 0 0 William Fletcher Vice Chair 1.00 0.00 X X 0 0 0 Danielle Conway Treasurer 1.00 0.00 X X 0 0 0 Liz Cotter Schlax Secretary/President/CEO 40.00 1.00 X X 158707 0 11347 Helaine Ayers Director 1.00 0.00 X 0 0 0 Greg Boulos Director 1.00 0.00 X 0 0 0 Martin Bruno Director 1.00 0.00 X 0 0 0 Tony Cipollone Director 1.00 0.00 X 0 0 0 Glenn Cummings Director 1.00 0.00 X 0 0 0 Sean Dugan Director 1.00 0.00 X 0 0 0 James Elkins Director 1.00 0.00 X 0 0 0 Dan Espinal Director 1.00 0.00 X 0 0 0 Joan Fischer Director 1.00 0.00 X 0 0 0 Diane Garofalo Director 1.00 0.00 X 0 0 0 Michael Greer Director (part year, out) 1.00 0.00 X 0 0 0 Richard Henry Director 1.00 0.00 X 0 0 0 Lou Inzana Director 1.00 0.00 X 0 0 0 Leeann Leahy Director 1.00 0.00 X 0 0 0 Regina Phillips Director 1.00 0.00 X 0 0 0 Michael Rayder Director 1.00 0.00 X 0 0 0 Claude Rwaganje Director 1.00 0.00 X 0 0 0 Michael Simonds Director 1.00 0.00 X 0 0 0 Spencer Thibodeau Director 1.00 0.00 X 0 0 0 Lisa Toner Director 1.00 0.00 X 0 0 0 Dana Totman Director 1.00 0.00 X 0 0 0 Michael Vail Director 1.00 0.00 X 0 0 0 Christopher Wilson Director 1.00 0.00 X 0 0 0 Danny Coyne SVP, Community Impact 40.00 0.00 X 100981 0 14211 259688 0 25558 2 0 1 0 0 73646 8665068 231675 8738714 Service Fees 624200 485418 485418 Miscellaneous Revenue 624200 34943 34943 520361 225577 225577 4894205 3109397 1784808 1784808 1784808 11269460 520361 0 2010385 X 5483541 5483541 10950 10950 170054 93530 35711 40813 2104891 957094 468759 679038 82890 38652 17846 26392 258701 117631 57613 83457 169578 82602 38408 48568 10080 10080 22000 22000 30883 30883 173108 78712 38551 55845 56660 27836 10630 18194 212525 111295 39083 62147 268180 127426 53955 86799 39190 28108 4204 6878 84487 48536 12104 23847 83487 38933 17975 26579 33787 15756 7274 10757 14214 6629 3060 4525 Other Expenses 9296 4818 1664 2814 9318502 7272049 869800 1176653 X 1884 1896 4996786 5167037 4744510 5461938 19409 27621 95973 101988 421070 296173 101013 124897 8128344 7779643 1185977 1235365 19273896 19900385 522523 381620 154157 158022 3586050 3962209 4262730 4501851 X 6561357 6777842 5240763 5373259 3209046 3247433 15011166 15398534 19273896 19900385 X 1950958 -1320637 -242953 X 0 1 X 1 0 X 8165764 7467511 8234977 8438203 8738714 41045169 8165764 7467511 8234977 8438203 8738714 41045169 3519150 37526019 162678 258112 235477 225659 225577 1107503 42152672 2459978 0.89020 0.90110 X 5260 3628 8888 9309614 9318502 615925 153981 0 0 530583 524994 542847 615925 2214349 3321524 10521 10650 18356 8888 48415 132646 131249 135712 153981 553588 830382 5550 1955 2000 5260 14765 0 1 X 8100206 20345 206089 8429 218277 30883 8069051 7294377 146187 924541 56105 161872 46922 8100206 7532477 41134 1633 55716 205136 20015 7294377 7615873 12787 203124 55827 199688 43792 7532477 6621777 44744 1245572 56184 195772 44264 7615873 0.58270 0.24930 0.16800 1 0 421070 296173 124897 124897 Beneficial Interest in Perpetual Trust 1235365 1235365 Designations Payable 3962209 3962209 X 8917053 -1320637 -1320637 10237690 30883 1000887 1031770 11269460 8193385 0 8193385 30883 1094234 1125117 9318502 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. 1 2-1-1 Maine Inc PO Box 15200 Portland ME 04112 300194364 501(c)(3) 140388 Information & Referral, Grant, Donor Designations A Company of Girls PO Box 7527 Portland ME 04112 050631726 501(c)(3) 45736 Community Investment, Donor Designations American Lung Association 122 State Street Augusta ME 04330 060646594 501(c)(3) 35008 Donor Designations American Red Cross of Southern Maine 2401 Congress Street Portland ME 04102 010215209 501(c)(3) 16706 Community Investment, Donor Designations Amistad PO Box 992 Portland ME 04104 010500860 501(c)(3) 47963 Community Investment, Donor Designations Aroostook County Action Program PO Box 1116 Presque Isle ME 04769 010315849 501(c)(3) 14488 Emergency Heating Assistance Big Brothers Big Sisters of Southern Maine 195 Lancaster Street Portland ME 04101 010475146 501(c)(3) 90015 Community Investment, Donor Designations Boys & Girls Clubs of Southern Maine PO Box 7830 Portland ME 04112 010211543 501(c)(3) 330052 Community Investment, Donor Designations Cancer Community Center 778 Main Street South Portland ME 04106 010513301 501(c)(3) 7378 Donor Designations Caring Resources for Living - North Yarmouth 1018 North Road North Yarmouth ME 04097 200868716 501(c)(3) 13421 Donor Designations Catherine Morrill Day Nursery 96 Danford Street Portland ME 04101 010211542 501(c)(3) 67134 Community Investment, Donor Designations Catholic Charities Maine PO Box 10660 Portland ME 04104 010228225 501(c)(3) 247022 Community Investment, Donor Designations Center for Grieving Children PO Box 1438 Portland ME 04104 010431501 501(c)(3) 125735 Community Investment, Donor Designations Central Maine Medical Center 300 Maine Street Lewiston ME 04101 010211494 501(c)(3) 10563 Donor Designations City of Portland 389 Congress Street Portland ME 04101 016000032 Government 115000 Let's Go! Grant Community Concepts PO Box 278 South Paris ME 04281 010424969 501(c)(3) 17048 Emergency Heating Assistance, Donor Designations Community Counseling Center 165 Lancaster Street Portland ME 04101 460809288 501(c)(3) 9106 Donor Designations Community Dental 276 Canco Road Portland ME 04103 237129502 501(c)(3) 139927 Community Investment, Donor Designations Council For A Strong America 4 Jersey Circle Topsham ME 04086 133840271 501(c)(3) 35000 Early Childhood Funders Grant Day One 525 Main Street South Portland ME 04106 010322532 501(c)(3) 167486 Community Investment, Donor Designations Educate Maine 482 Congress Street Portland ME 04101 203559947 501(c)(3) 20000 Count ME in Grant Family Crisis Services PO Box 704 Portland ME 04104 010352636 501(c)(3) 88868 Community Investment, Donor Designations Frannie Peabody Center 335 Valley Street Portland ME 04102 010416974 501(c)(3) 45979 Community Investment, Donor Designations Freeport Community Services PO Box 119 Freeport ME 04032 010332769 501(c)(3) 33870 Community Investment, Donor Designations Girl Scouts of Maine PO Box 9421 South Portland ME 04106 010269802 501(c)(3) 21164 Community Investment, Donor Designations Good Shepherd Food Bank PO Box 1807 Auburn ME 04211 222986809 501(c)(3) 5606 Donor Designations Goodwill Industries of Northern New England PO Box 8600 Portland ME 04104 010284340 501(c)(3) 96736 Community Investment, Donor Designations HomeHealth Visiting Nurses of Southern Maine 15 Industrial Park Road Saco ME 04072 237204938 501(c)(3) 89619 Community Investment, Donor Designations Immigrant Legal Advocacy Project PO Box 17917 Portland ME 04112 223260883 501(c)(3) 41468 Community Investment, Donor Designations The Iris Network 189 Park Avenue Portland ME 04101 010196359 501(c)(3) 26573 Community Investment, Donor Designations Kennebec Valley Community Action Program 97 Water Street Waterville ME 04901 010277678 501(c)(3) 20121 Emergency Heating Assistance Kids First Center 222 St John Street Suite 101 Portland ME 04102 222993035 501(c)(3) 22998 Community Investment, Donor Designations Legal Services for the Elderly 5 Wabon Street Augusta ME 04330 010359131 501(c)(3) 52693 Community Investment, Donor Designations Maine Behavioral Healthcare 78 Atlantic Place South Portland ME 04106 460809288 501(c)(3) 285577 Community Investment, Donor Designations Maine Medical Center 22 Bramhall Street Portland ME 04102 010238552 501(c)(3) 13843 Let's Go! Grant, Donor Designations Midcoast Maine Community Action 34 Wing Farm Parkway Bath ME 04530 010315732 501(c)(3) 7141 Emergency Heating Assistance Morrison Center 331 Veranda Street Portland ME 04103 010243254 501(c)(3) 66885 Community Investment, Donor Designations My Place Teen Center 755 Main Street Westbrook ME 04092 010509578 501(c)(3) 59254 Community Investment, Donor Designations Northeast Hearing & Speech Center 75 West Commercial Street Suite 20 Portland ME 04101 010228262 501(c)(3) 85907 Community Investment, Donor Designations Peaks Island Children's Workshop PO Box 80 Peaks Island ME 04108 010482767 501(c)(3) 18101 Community Investment Penquis CAP Inc PO Box 1162 Bangor ME 04401 016023748 501(c)(3) 24155 Emergency Heating Assistance Pine Tree Legal Assistance PO Box 547 Portland ME 04112 010279387 501(c)(3) 86976 Community Investment, Donor Designations Planned Parenthood of Northern New England 51 US Route 1 Suite C Scarborough ME 04074 030222941 501(c)(3) 22446 Donor Designations Portland Public Schools 353 Cumberland Avenue Portland ME 04101 460809288 Government 124400 Starting Strong Grant Preble Street PO Box 1459 Portland ME 04104 010418917 501(c)(3) 427808 Community Investment, Donor Designations Regional Transportation Program 127 St John Street Portland ME 04102 010339851 501(c)(3) 71045 Community Investment, Donor Designations Rippleffect Inc PO Box 401 Portland ME 04112 010521260 501(c)(3) 8138 Donor Designations The Salvation Army PO Box 3575 Portland ME 04104 132923701 501(c)(3) 5486 Donor Designations Sea Change Yoga PO Box 8135 Portland ME 04104 813547718 501(c)(3) 10000 Donor Designations Sexual Assault Response Services of Southern Maine PO Box 1371 Portland ME 04104 010343943 501(c)(3) 41153 Community Investment, Donor Designations Shalom House PO Box 560 Portland ME 04112 237119236 501(c)(3) 52682 Community Investment, Donor Designations Susan L Curtis Foundation 1321 Washington Ave Suite 104 Portland ME 04103 010324705 501(c)(3) 6452 Donor Designations The Opportunity Alliance 50 Lydia Lane South Portland ME 04106 010316041 501(c)(3) 642678 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) 24749 Community Investment, Donor Designations United Way of Androscoggin County PO Box 888 Lewiston ME 04243 010211564 501(c)(3) 27008 Emergency Heating Assistance, Donor Designations United Way of Aroostook County 480 Main Street 3rd Floor Presque Isle ME 04769 237147455 501(c)(3) 7346 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) 18100 CA$H Grant, Emergency Heating Assistance, Donor Designations United Way of Kennebec Valley 331 Water Street Suite 5 Augusta ME 04330 016004404 501(c)(3) 8657 Emergency Heating Assistance, Donor Designations United Way of Mid-Coast Maine 34 Wing Farm Parkway Suite 201 Bath ME 04530 016004866 501(c)(3) 43484 Emergency Heating Assistance, Donor Designations United Way of Mid-Maine PO Box 91 Waterville ME 04901 010233280 501(c)(3) 7445 CA$H Grant, Emergency Heating Assistance, Donor Designations United Way of York County PO Box 9300 Kennebunk ME 04043 010276862 501(c)(3) 75691 Emergency Heating Assistance, Donor Designations University of Southern Maine 96 Falmouth Street Portland ME 04901 460809288 Government 19435 SMART Learning Lab Waldo Community Action Partners PO Box 130 Belfast ME 04915 016020566 501(c)(3) 6045 Emergency Heating Assistance Washington Hancock Community Action PO Box 280 Milbridge ME 04658 520817684 501(c)(3) 11903 Emergency Heating Assistance Wayside Food Programs PO Box 1278 Portland ME 04104 222806424 501(c)(3) 34531 Community Investment, Donor Designations Westbrook School Department 117 Stroudwater Street Westbrook ME 04092 016000038 Government 27915 Westbrook Children's Project Western Maine Community Action PO Box 200 East Wilton ME 04234 010275156 501(c)(3) 5071 Emergency Heating Assistance YMCA of Southern Maine PO Box 1078 Portland ME 04104 010211568 501(c)(3) 113678 Community Investment, Donor Designations York County Community Action PO Box 727 Sanford ME 04073 016020406 501(c)(3) 9776 Emergency Heating Assistance York County Shelter Programs PO Box 820 Alfred ME 04102 010364089 501(c)(3) 10627 Community Investment, Donor Designations Youth & Family Outreach 331 Cumberland Avenue Portland ME 04101 010374597 501(c)(3) 70329 Community Investment, Donor Designations 71 0 Higgins Scholarships 3 10950 Part I, Line 2: Community Investments: Organizations receiving discretionary funding from United Way of Greater Portland undergo an intensive pre-screening process before being awarded funding. United Way of Greater Portland utilizes teams of community volunteers working in conjunction with staff to conduct this "Community Investment" review process. To be considered for funding, applicant organizations must meet basic certification standards, including verification of current status as an IRS Code Section 501(c)(3) nonprofit organization. Applicant agencies are required to: 1) Submit a lengthy funding request, which includes an explanation of the proposed use of United Way of Greater Portland funding and a demonstration of the funding's impact on the program (how much, how well, difference made) in the community. 2) Submit agency and program-level budgets and annual audits to demonstrate financial stability and adherence to sound fiscal policies and management practices. 3) Sign a contract with United Way of Greater Portland agreeing to all general provisions of the funding relationship, reporting requirements and compliance with applicable state and federal regulations. Community Impact staff regularly communicate with and monitor the progress of funded organizations. Designations: Organizations receiving donor designated contributions through United Way undergo screening prior to distribution of funding. Such screening includes certification that the organization 1) is a non-profit under IRS code section 501(c)(3); 2) provides health and human services; and 3) is not fraternal, political or religious in nature. In addition, organizations must provide verification of compliance with the USA Patriot Act. X X X X 0 0 0 0 0 0 0 0 0 Liz Cotter Schlax Secretary/President/CEO 158227 0 0 0 480 0 9123 0 2224 0 170054 0 0 0 X 45 231675 Stock Exchange Price 0 1 1 Part I, Line 32b: Local brokers are used to sell stock. Form 990, Part VI, Section A, line 6 Membership: The membership of United Way of Greater Portland consists of contributors to the United Way of Greater Portland campaign, United Way of Greater Portland volunteers, and representatives of providers of human services in the community that are supported financially by United Way of Greater Portland, as follows: Individual Members: All individuals who have made a financial contribution to the most recently completed United Way of Greater Portland Campaign qualify as contributor members of United Way for the ensuing calendar year. Those individuals who have volunteered for United Way of Greater Portland qualify as volunteer members of United Way of Greater Portland for the ensuing calendar year. Organizational Members: Those partner agencies that receive any funding from the Corporation qualify as an agency member of the corporation for the ensuing calendar year, and are entitled to designate a volunteer to represent them as a member of the corporation at any meeting of the members. Form 990, Part VI, Section A, line 7a Powers: The membership of the Corporation shall have the following powers and authority: (a) To attend the annual meeting and any special meeting(s) of the membership. (b) To receive reports at meetings of the membership. (c) To elect Directors of the Corporation at the Annual Meeting. Form 990, Part VI, Section A, line 7b See preceeding explanation (line 7a) Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent accounting firm and thoroughly reviewed by the Senior Director, Finance and Operations prior to review and approval by the Senior Vice President, 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. 211 Maine Inc PO Box 15200 Portland ME 041125200 300194364 Health and human service information and referral service ME 501(c)(3) Line 7 United Way Inc 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 211 Maine Inc B 140388 Cash Value