2016-04-24T10:50:33-05:00 2015-06-30 010433621 Keirstead & Fox PA 2 Church Street Westbrook ME 04092 990 2014-07-01 010353682 LEARNINGWORKS LEAR 2077750105 181 BRACKETT STREET PORTLAND ME 04102 ETHAN STRIMLING INTERIM EXECUTIVE DIRECTOR 2077750105 2016-03-13 Sally-Alane Fox P00416626 2078541811 2016-03-13 2014 2016-08-17 19:52:53Z ETHAN STRIMLING 181 BRACKETT STREET PORTLAND ME 04102 4356605 0 X WWW.LEARNINGWORKS.ME X 1977 ME LEARNINGWORKS PROVIDES EDUCATIONAL PROGRAMS FOR AT-RISK YOUTH, THE IMMIGRANT COMMUNITY, AND LOW INCOME FAMILIES IN CUMBERLAND, YORK, AND ANDROSCOGGIN COUNTIES IN MAINE. THE AGENCY ALSO OWNS AND MANAGES 24 RENTAL UNITS OF RENOVATED, HIGH-QUALITY AFFORDABLE APARTMENTS AVAILABLE TO LOW-INCOME FAMILIES IN PORTLAND'S WEST-END NEIGHBORHOOD. 14 14 267 180 0 0 3148708 3361416 714642 557745 547122 215993 19665 11672 4430137 4146826 0 0 0 0 2644927 2973932 0 0 138695 1260148 1327054 3905075 4300986 525062 -154160 1945362 1802352 721945 626384 1223417 1175968 X WE PROVIDE THE BEST LEARNING OPPORTUNITIES IN MAINE FOR AT-RISK YOUTH, THE IMMIGRANT COMMUNITY, AND LOW INCOME FAMILIES. 0 0 3692947 542586 PROGRAMS FOR AT-RISK YOUTH, THE IMMIGRANT COMMUNITY, AND LOW INCOME FAMILIES ARE PROVIDED IN THREE MAJOR CATEGORIES AS FOLLOWS:1) EDUCATION PROGRAMS - INCLUDES ENGLISH LANGUAGE PROGRAM FOR ADULTS; AFTERSCHOOL PROGRAM FOR GRADES 3-5, WHICH PROVIDE EXTENDED LEARNING FOR LOW-ACHIEVING ELEMENTARY SCHOOL STUDENTS; EVENING RESOURCE AND COMPUTER LAB WHICH PROVIDES TUTORING, COMPUTER SUPPORT, AND ENGLISH CONVERSATION; YOUTH BUILDING ALTERNATIVES, AN ALTERNATIVE HIGH SCHOOL PROVIDING ACADEMIC SUPPORT COUPLED WITH JOB AND LIFE SKILLS TRAINING; AMERICORPS AIMS HIGH, A SCHOOL TURNAROUND INITIATIVE SUPPORTING STUDENT ACHIEVEMENT THROUGH TUTORING, MENTORING AND ENRICHMENT PROGRAMS.2) JUVENILE JUSTICE PROGRAMS - INCLUDES BACK ON TRACK, ADDRESSING COGNITIVE BEHAVIOR AND ANGER MANAGEMENT; SERVICE WORKS, PROVIDING COMMUNITY SERVICE OPPORTUNITIES FOR YOUTH MAKING AMENDS FOR NON-VIOLENT OFFENSES; GRAFFITI BUSTERS, A FREE GRAFFITI REMOVAL SERVICE IN THE CITY OF PORTLAND.3) BEHAVIORAL HEALTH - INCLUDES GROUP AND FAMILY OUTPATIENT THERAPY SERVICES AND TARGETED CASE MANAGEMENT, WHICH PROVIDES COORDINATION OF SERVICES FOR CLIENTS. 53860 239065 THE AFFORDABLE HOUSING PROGRAM INCLUDES ACQUISITION, REHABILITATION AND MANAGEMENT OF AFFORDABLE HOUSING UNITS FOR LOW INCOME FAMILIES IN PORTLAND'S WEST-END NEIGHBORHOOD. CURRENTLY THE AGENCY PROVIDES 24 RENTAL UNITS TO THE COMMUNITY. 3746807 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 267 1 0 0 0 0 0 0 0 0 0 1 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 ME X The Organization 2077750105 181 BRACKETT STREET PORTLAND ME 04102 THOMAS BRADLEY SECRETARY 1.00 X X 0 0 0 LESLEY MACVANE DIRECTOR 0.50 X 0 0 0 ELAINE GODSOE VICE CHAIR 0.50 X X 0 0 0 WILL KILBRETH CHAIR 1.00 X X 0 0 0 CAROLE BARKER TREASURER 1.10 X X 0 0 0 JOHN GRIFFIN MD DIRECTOR 0.50 X 0 0 0 CAROLYN JOHNSON DIRECTOR 0.50 X 0 0 0 ERIC BOUCHER DIRECTOR 0.50 X 0 0 0 THERESA A COBURN DIRECTOR 0.50 X 0 0 0 TIMOTHY P HILTZ DIRECTOR 0.00 X 0 0 0 JOHN CHRISTIE DIRECTOR 0.50 X 0 0 0 RONALD WARD DIRECTOR 0.50 X 0 0 0 KAREN WEISS DIRECTOR 0.50 X 0 0 0 ERIC TRACY DIRECTOR 0.50 X 0 0 0 ETHAN STRIMLING CHIEF EXECUTIVE OFFICER 40.00 X 100091 0 6330 DOUGLAS LIBBY CHIEF FINANCIAL OFFICER 40.00 X 36045 0 2786 136136 0 9116 1 0 0 0 0 1704 2843881 515831 23690 3361416 MAINECARE 624100 504814 504814 RENTAL INCOME 531110 26831 26831 JOB TRAINING 611600 26100 26100 557745 4491 4491 16205 400000 16937 187766 -732 212234 211502 212234 -732 5076 1704 5076 0 MISCELLANEOUS 532000 11672 11672 11672 4146826 781651 0 3759 165800 27216 138584 2320160 2042288 171966 105906 24465 18353 3812 2300 247935 195820 49191 2924 215572 183115 24103 8354 6939 2651 4095 193 15875 15875 76503 8884 63076 4543 79522 -79522 16727 1574 15153 48132 19671 28461 23418 2837 20581 PROGRAM COSTS 890197 886782 2149 1266 OTHER EXPENSES 62572 14876 34538 13158 UTILITIES & TELEPHONE 59592 35235 24306 51 REPAIRS & MAINTENANCE 51209 11491 39718 75890 216492 -140602 4300986 3746807 415484 138695 270377 141728 530335 249666 163066 280971 38813 99148 213543 222313 970 35664 855613 349868 603906 505745 248599 56999 10727 67353 7791 1945362 1802352 221680 392022 2324 490327 224020 9938 8018 721945 626384 X 1045949 891351 177468 284617 1223417 1175968 1945362 1802352 X -154160 106711 X X 0 1 X 1 1 1 X 2160080 1546425 1968865 3157869 3361416 12194655 2160080 1546425 1968865 3157869 3361416 12194655 12194655 310 142 87 256 3759 4554 241482 417020 546866 212234 1417602 13616811 3969941 0.89560 0.89980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30000 30000 622835 263401 359434 111365 42385 68980 91413 44082 47331 505745 YBA STUDENT LOAN FUND 8018 8018 X 4164527 -438 13063 5076 17701 4146826 0 4146826 4319125 13063 5076 18139 4300986 0 4300986 Part X, Line 2: THE ORGANIZATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS. Part XI, Line 2d - Other Adjustments: SPECIAL EVENTS 5076. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS 5076. X 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section B, line 11 THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER ASSIST THE AUDITING FIRM WITH PREPARATION OF THE ANNUAL FORM 990. THE CHIEF FINANCIAL OFFICER REVIEWS A DRAFT OF THE FORM 990 FOR COMPLETENESS, ACCURACY, AND RECONCILIATION WITH THE AUDITED FINANCIAL STATEMENTS. HE THEN REVIEWS THE DRAFT WITH THE CHIEF EXECUTIVE OFFICER, PARTICULARLY TO ENSURE THAT THE NARRATIVES DESCRIBING THE AGENCY'S MISSION, PROGRAMS, POLICIES AND PROCEDURES ARE UP TO DATE AND ACCURATE. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH OVERSEEING THE FINANCIAL ACTIVITIES OF THE AGENCY. THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 WITH THEM FOR APPROVAL PRIOR TO FILING. Form 990, Part VI, Section B, line 12c INDIVIDUALS SERVING AS DIRECTORS FOR LEARNINGWORKS ARE NOT COMPENSATED, IN ACCORDANCE WITH THE AGENCY BYLAWS. THE AGENCY BYLAWS REQUIRE THAT, PRIOR TO ASSUMING A POSITION ON THE BOARD OF DIRECTORS, EACH INDIVIDUAL MUST SUBMIT A WRITTEN LIST TO THE BOARD PRESIDENT OF ALL BUSINESSES AND OTHER ORGANIZATIONS OF WHICH HE/SHE IS AN OFFICER, DIRECTOR, MEMBER, OWNER, SHAREHOLDER, EMPLOYEE OR AGENT WITH WHICH LEARNINGWORKS HAS, OR MIGHT BE EXPECTED TO HAVE, A RELATIONSHIP OR A TRANSACTION IN WHICH THAT DIRECTOR MIGHT HAVE A CONFLICTING INTEREST. THIS STATEMENT MUST BE UPDATED BY EACH DIRECTOR ANNUALLY AND RE-SUBMITTED TO THE PRESIDENT FOR REVIEW. THE PRESIDENT AND THE BOARD OF DIRECTORS ARE REQUIRED TO BECOME FAMILIAR WITH THE STATEMENTS OF ALL DIRECTORS IN ORDER TO GUIDE THE CONDUCT OF THE BOARD SHOULD A CONFLICT ARISE. THE AGENCY BYLAWS FURTHER REQUIRE DIRECTORS TO RECUSE THEMSELVES FROM BOARD MEETINGS DURING DISCUSSION OF MATTERS IN WHICH THEY HAVE A KNOWN OR POTENTIAL CONFLICT OF INTEREST. THE BYLAWS DO NOT PRECLUDE TRANSACTIONS WITH DIRECTORS UNDER THE FOLLOWING CONDITIONS: 1) THE DIRECT OR INDIRECT INTEREST CAUSING A DIRECTOR'S CONFLICT HAS BEEN FULLY DISCLOSED TO THE BOARD; 2) THE BOARD MAKES A DETERMINATION, ON THE RECORD, THAT THE TRANSACTION IS FAIR AND EQUITABLE TO THE AGENCY; 3) THE DIRECTOR WITH THE INTEREST IN THE MATTER REFRAINS FROM VOTING ON THAT MATTER; AND 4) NO SUCH TRANSACTION, IF ENTERED INTO, WOULD JEOPARDIZE THE AGENCY'S TAX-EXEMPT STATUS UNDER IRC SECTION 501(C)3. THE BYLAWS ALSO PROHIBIT THE HIRING OF A DIRECTOR OR HIS/HER FAMILY MEMBER TO AGENCY STAFF UNTIL SIX MONTHS AFTER THE DIRECTOR HAS STEPPED DOWN FROM SERVING ON THE BOARD, EXCEPT BY MAJORITY VOTE OF THE FULL BOARD. Form 990, Part VI, Section B, line 15 LEARNINGWORKS USES THE MAINE ASSOCIATION FOR NON-PROFITS COMPENSATION HANDBOOK AS AN AID TO ASSESS APPROPRIATE COMPENSATION LEVELS AND PROVIDE COMPARABILITY DATA REGARDING COMPENSATION. THE MAINE ASSOCIATION FOR NON-PROFITS PUBLISHES ITS COMPENSATION SURVEY BI-ANNUALLY. THE EXECUTIVE COMMITTEE OF THE BOARD, MADE UP OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, AND THE CHAIRPERSONS OF THE FINANCE AND DEVELOPMENT COMMITTEES HAVE THE PRIMARY RESPONSIBILITY FOR PERFORMING AN ANNUAL EVALUATION OF THE CHIEF EXECUTIVE OFFICER AND FOR NEGOTIATING HIS/HER CONTRACT TERMS. THE FULL BOARD MUST APPROVE THE CHIEF EXECUTIVE OFFICER CONTRACT TERMS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE TOTAL AGENCY SALARIES DURING THE ANNUAL BUDGET PROCESS. THE AGENCY EMPLOYEE BENEFITS PACKAGE AND ASSOCIATED COSTS ARE REVIEWED AT THAT TIME, AS WELL. THE CHIEF EXECUTIVE OFFICER AND MANAGEMENT TEAM ARE CHARGED WITH DEVELOPMENT OF THE SPECIFIC STAFF POSITIONS WITHIN THE AGENCY, CREATION OF THE JOB DESCRIPTIONS, AND ASSIGNMENT OF APPROPRIATE SALARY RANGES FOR EACH. THESE ARE REVIEWED BY THE BOARD OF DIRECTORS AS NECESSARY AS WELL AS IN CONJUNCTION WITH ANNUAL BUDGET PREPARATION. Form 990, Part VI, Section C, line 18 LEARNINGWORKS MAKES AVAILABLE, UPON REQUEST, ITS FORM 990 AND ALL OTHER INFORMATION AND DOCUMENTS REQUIRED BY LAW TO BE AVAILABLE FOR PUBLIC INSPECTION. AT THIS TIME THERE ARE NO PLANS TO INCLUDE THIS INFORMATION ON THE AGENCY'S WEBSITE. INFORMATION MAY ALSO BE ACCESSED ON THE INTERNET AT THE GUIDESTAR.COM WEBSITE. Form 990, Part VI, Section C, line 19 LEARNINGWORKS CURRENTLY DOES NOT HAVE A FORMAL POLICY REGARDING PUBLIC DISCLOSURE OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS. REQUESTS FOR SUCH INFORMATION WOULD BE ADDRESSED ON A CASE BY CASE BASIS. Form 990, Part XI, line 9: INCREASE IN TEMPORARILY RESTRICTED ASSETS 106711. Form 990, Part XII, Line 2c: THE ORGANIZATION'S FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND RECOMMENDATION OF THE AUDIT FIRM TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. THE CHIEF FINANCIAL OFFICER SERVES AS THE LIAISON BETWEEN THE AUDITORS AND THE FINANCE COMMITTEE. THE AUDIT FIRM MEETS WITH THE BOARD OF DIRECTORS AT THE CONCLUSION OF THE AUDIT, IF THEY SO DESIRE. ROSA TRUE SCHOOL LIMITED PARTNERSHIP 181 BRACKETT ST PORTLAND ME 04102 010468434 LOW INCOME HOUSING ME RELATED 0 1 ST DOM'S FAMILY HOUSING INC C/O LEARNINGWORKS 181 BRACKETT ST PORTLAND ME 04102 743028877 GENERAL PARTNER IN LOW INCOME HOUSING LIMITED PARTNERSHIP ME C 0.00500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0