UNITED WAY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY INC (EIN 01-0241767)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-13
- IRS object ID
- 201530449349301838
- Schema version
- 2013v4.0
- 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 | 2015-02-13T13:38:38-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Liz Cotter Schlax | PersonNm |
| Person Title | President/CEO eff Jan 15 | PersonTitleTxt |
| Phone | 2078741000 | PhoneNum |
| Signature | 2015-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Greater Portland | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,956,357 | 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 | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 2560 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,962,536 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,165,764 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $458,352 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $457,212 | CYProgramServiceRevenueAmt |
| PY Investment Income | $483,513 | PYInvestmentIncomeAmt |
| CY Investment Income | $693,417 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,904,401 | PYTotalRevenueAmt |
| CY Total Revenue | $9,316,393 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,249,069 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,137,829 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,160,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,109,305 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,091,445 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,129,555 | PYOtherExpensesAmt |
| CY Other Expenses | $1,161,532 | CYOtherExpensesAmt |
| PY Total Expenses | $9,539,273 | PYTotalExpensesAmt |
| CY Total Expenses | $9,408,666 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$634,872 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$92,273 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,367,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,755,184 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,401,696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,144,323 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,965,319 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,610,861 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | United Way of Greater Portland improves people's lives by mobilizing the caring power of our communities. We work to achieve community-wide change that improves the education, financial stability, and health of Greater Portland residents. To these ends, we: -Educate the community and raise resources to address the most pressing human care needs -Provide funding, technical assistance, volunteer resources, and a wide range of support to strengthen the capacity of our nonprofit partners to address community needs -Convene and work side by side with individuals, nonprofits, government, businesses, and other community partners -Create, fund, and replicate initiatives that improve the quality of life for individuals and families -Work with policy makers and advocates on important issues around education, financial stability, and health. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,009,433 | ExpenseAmt |
| Grant | $1,526,597 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION: Education is the cornerstone of individual and community success. It is essential to getting and keeping a job with a livable wage and health benefits. It is also fundamental to a community's economic prosperity: a well-educated workforce attracts world-class jobs. United Way funds 25 programs at 13 partner agencies that focus on education, helping us advance our overall education goal of improving graduation rates in Cumberland County. From addressing youth self-esteem to funding accredited child care centers, United Way is helping children, youth, and families reach their potential.Just as the strength of the foundation determines the stability of the home, all future learning, behavior, and health is based on one's early experiences. Our vision is that young people will grow up healthy and ready for the future; that they are prepared for kindergarten; that children are reading on grade level by the end of third grade; that middle school youth are at grade level in math and reading; and that high school students graduate with proficiency and ready for college, the workplace, or the military. Research and experience show that each one of these benchmarks is essential for long term success.In addition to funding our partner agency programs, we have a number of place-based initiatives that allow us to conduct intensive, targeted work in the identified communities. Most of our partner agencies are involved in one or more of the projects outlined below, which strengthens the impact of our investments and community partnerships: 1. The Westbrook Children's Project ("Children's Project") continues to be an example of how we are working to fulfill our vision. This year the Children's Project expanded in scope, identifying a range of goals and strategies to support the success of youth in Westbrook from cradle to career. Active and focused partnerships among the Westbrook School Department and community partners have grown through increased staffing capacity commitment from United Way of Greater Portland.Important Children's Project strategies in FY 2014 included:- Development and implementation of an early warning system throughout the school district to identify at-risk students and proactively plan for school and community interventions.- Release of the 2013 Westbrook Children's Project Annual Update to the community. This initial report provides an overview of the Children's Project goals, strategies and baseline indicators and will be updated annually. - Implementation of plans with the school department and community providers to increase early kindergarten screenings, with the goal of providing early intervention if needed to support kindergarten readiness. Additional Children's Project Accomplishments in the past year include:- An increase in community-wide summer learning opportunities to engage children, families, teachers, and community members in literacy activities to address summer learning loss through coordination and alignment of resources. Initial school department data indicates more children maintained levels of academic progress over the 2014 summer.- Early screenings of at-risk incoming kindergarten students, which allowed us to identify and encourage families to enroll them in a summer Jump Start program. All children attending this program showed progress in letter identification, sound identification, or both of these important indicators of future academic success.- Donation of over 500 hours to create literacy kits and snack packs to support reading in the kindergarten readiness program by approximately 160 workplace volunteers. 2. Portland ConnectED is a cradle-to-career initiative intended to coordinate efforts, align resources, and harness the expertise of local and national organizations and leaders to prepare citizens to meet the challenges of the future. Portland ConnectED's initial efforts and resources are focused on the goals of kindergarten readiness, grade-level reading proficiency by third grade, high school graduation, and post-secondary enrollment, persistence, and completion. United Way coordinates the efforts of Starting Strong, the subcommittee of Portland ConnectED focused on school readiness and grade-level reading proficiency. In 2014, Starting Strong turned from planning to execution of developed strategies, which included:- Hiring a full-time director to oversee the work of Starting Strong.- Conducting community messaging campaigns about the importance of school attendance for Attendance Awareness Month and summer learning for National Summer Learning Day.- Coordinating summer enrichment activities, which involved 38 agencies and organizations across Portland to provide activities at free summer meal sites, and a targeted literacy program for children pre-K to third grade at two meal sites.- Meeting with early childhood care providers and educators to ground our shared definition of school readiness in shared best practices to prepare children for school.- Initiating program design to engage volunteers in the elementary schools for both targeted classroom support and after-school programs. 3. Count ME In is an innovative partnership of schools, parents, youth, and community organizations working to improve elementary school attendance, with the goal of decreasing the number of students with chronic absenteeism in Cumberland County elementary schools by 50% by 2018. Highlights included:- FY 2013 was the pilot year for the project. Four participating districts have reviewed and revised their district attendance policies, developed teams to monitor attendance data and convened multi-stakeholder teams to create interventions for those students at-risk of chronic absence. Four additional districts will join the consortium for the 2014-15 school year.4. South Portland Partners for Student Success (SPPSS) is 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. The goal of the project is to develop an Early Warning System that uses data to recognize when a student is in need of additional support and to implement support in a timely fashion.Activities and analysis for the pilot year included:- Review of attendance data for 2013-2014, grouped by <7 days, 8-10 days, 11-17 days, 18+ days- An increase in 2014 in the number of kids absent less than 7 days and a decrease in the rest of the categories, with the biggest change in students with 504 status those experiencing difficulties in school and requiring an individual plan. - Three joint trainings with community partners and school-day staff focused on combating chronic absence.- Overall reduction in kids absent 18 days or more; an encouraging and highly favorable trend.Expanding the program through grade 8 in its second year, SPPSS will continue to focus on behavior and attendance, on identification of students who are off track, and on matching them to timely and appropriate interventions. 5. United Way provides fiscal management and funding to the Early Childhood Funders Group, a statewide consortium of foundations and other organizations that provide funding for early learning in the State of Maine. The group meets quarterly to discuss issues related to early childhood education and to determine how the combined resources and influence of the group can have the greatest impact.This funder affinity group has been meeting now for three years, and currently has a total of thirteen active members. Over the past year, the group has met quarterly, and explored some shared investment opportunities. Experts in the field have presented on different issues for young children and families, both from a systemic perspective and from a direct service perspective. One of the more significant activities of the group was to collate investment data from members, recording the total amount and type of early childhood investments in Maine. This information is currently being updated to include the participating United Ways, and will be updated regularly. The total amount of investments over a two year period totaled over $3 million and was primarily focused on direct service activities.6. In partnership with the Sam L. Cohen and John T. Gorman Foundations, United Way supports a mini-grants program at Maine Roads to Quality. Mini-grants are given to childcare centers in an effort to improve their step on the statewide program quality scale. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,662,685 | ExpenseAmt |
| Grant | $1,576,638 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HEALTH: Improving people's physical and mental health and well-being is one of the building blocks of a thriving community; however, numerous obstacles stand in the way of good health for many residents of Cumberland County. United Way funds 43 programs at 21 partner agencies that focus on health, helping advance our health goals in the community. From addressing substance abuse to funding vision rehabilitation programs and outpatient mental health clinical services, United Way works tirelessly to improve lives for thousands of residents in Cumberland County.In collaboration with several community partners, United Way developed the Let's Go! program. Let's Go! is a nationally recognized, community-based childhood obesity prevention program that promotes healthy lifestyles for children, youth, and their families. The goal is to increase physical activity and healthy eating, thereby impacting trends regarding youth obesity. We accomplish our goals using the 5-2-1-0 message: eat at least 5 fruits and vegetables per day; limit recreational screen time (TV or computer use) to 2 hours or less; get 1 hour or more of physical activity every day; and drink 0 sugar-sweetened beverages, choosing low fat milk or water instead of soda. This message is used consistently across the multi-sector model to reinforce evidence-based environmental and policy change strategies.Let's Go! statewide efforts are managed by Barbara Bush Children's Hospital at Maine Medical Center. United Way continues to provide key leadership in the statewide work and financially supports the work in Cumberland County by funding the equivalent of two full-time coordinators to implement the multi-sector model locally. In FY13, Let's Go! in Cumberland County touched 62,143 youth through their work with 33 schools, 43 early childhood sites, 21 afterschool sites and 21 health care sites. Let's Go! also recognizes sites in all sectors based on how many of the priority strategies are being implemented, written into policy, and enforced. In FY14, Let's Go! Cumberland County worked with 179 sites and at year end, 35% (62 sites) were recognized as Sites of Distinction: ten schools, 23 childcare sites, 21 health care sites, and eight afterschool centers received recognition status. This represents an increase from 50 sites the prior year.Statewide evaluation data shows that schools, afterschool programs and early childhood programs are implementing and sustaining strategies that increase healthy eating and physical activity. Statewide, 92% of childcare sites report having great success with providing non-food reward, 82% of schools are providing opportunities for children to get physical activity every day, over 91% of afterschool sites are meeting all five priority strategies, and 97% of health care practices accurately weigh and measure patients. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,726,133 | ExpenseAmt |
| Grant | $1,448,766 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL STABILITY: Many people in Greater Portland do not have a stable income that allows them to provide for their basic needs: food, housing, clothing, and utilities. United Way has always taken a strategic approach to addressing critical issues, and financial stability is no exception. Financial stability comes from providing families with the resources and opportunities they need to meet their basic needs. United Way funds 14 programs at 9 partner agencies that focus on income and securing the basics, helping us advance our financial stability goals in the community. From addressing the needs of refugees and immigrants to transportation, legal services, and housing programs, United Way is linking community members to tools that will help them embark on, or continue down, the path to financial stability.1. CA$H (Creating Assets, Savings, and Hope) Greater Portland is a partnership of community leaders and industry experts empowering individuals and families to achieve long-term financial stability. CA$H is a year-round resource for the community, offering free income tax preparation to qualified filers during tax season, helping employers bring financial education tools to their employees, and educating hard-working residents about how they can make the most of their money. CA$H connects the community to local programs and services, and utilizes its website, www.cashgp.org, as a financial education clearinghouse. In 2013-2014, CA$H free income tax preparation events returned $1,182,710 in federal and state tax refunds to the local community, and applied for $355,780 in federal earned income tax credits. Additionally, through an expansion of the CA$H program in 2013-2014, 370 Maine families were connected to or opened a Section 529 plan--leveraging $83,250 for higher education funding, and creating the possibility of paying for college for kids who may have never considered it otherwise.2. United Way of Greater Portland serves as the Cumberland County Local Board administrator for 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 are intended 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 31 (August 1, 2013 through August 31, 2014) funding awarded 20 programs at 19 Cumberland County agencies grants totaling $96,292. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,258,824 | ExpenseAmt |
| Grant | $1,585,828 | GrantAmt |
| Revenue | $457,212 | RevenueAmt |
| Desc | 1. 2-1-1 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) and a robust online directory at 211Maine.org. Call 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, 2-1-1 Maine call specialists answered more than 78,000 calls, providing information and referral services.2. Keep ME Warm is a statewide partnership of the 10 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 2-1-1 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 funds support additional organizations and agencies in their communities that can help those in need of fuel assistance. 2-1-1 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 $384,000 was raised for heating assistance through Keep ME Warm last year. United Way of Greater Portland estimates that more than 1,000 households were helped last year, directly benefiting 2,500 people, including at least 182 people under two years-old and 339 elderly Mainers.3. Designations are donor-directed contributions to health and human service organizations. Donors to United Way of Greater Portland's campaign may direct all or a portion of their contribution to specific nonprofit agencies that provide health and human services. Each agency's nonprofit 501(c)(3) status and compliance with the USA Patriot Act is verified before funds are distributed.4. Additional expenses are incurred by United Way of Greater Portland to assess community needs and to lead and participate in community partnerships and advocacy to advance our education, financial stability, and health goals. In addition, these expenses support outcome measurement training and assistance to agencies, assist and promote agency collaboration and mergers, support program reviews and selection of program/agency recipients, help solicit and administer grants, and support financial and programmatic oversight.5. Volunteers play a vital role in improving people's lives and reaching our goals in education, financial stability, and health. To this end, United Way works with agencies and corporate partners to secure qualified volunteers and works with volunteers to locate appropriate volunteer opportunities. Through a collaborative effort, United Way offers a statewide, searchable listing of volunteer opportunities at www.volunteermaine.org. This valuable tool allows agencies 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 on how to use it. Additionally, United Way organizes a variety of community events including an annual food drive, National Family Volunteer Day, National Mentoring Month, Literacy Kits for Kids project and dozens of tailor-made volunteer projects for corporate partners. One of the largest and best attended events each year is our Day of Caring, during which nearly 1,000 volunteers dedicate more than 5,000 hours of service to 75 projects at more than 50 different sites. Volunteers on investment teams donate approximately 1,000-1,750 hours per year reviewing partner agencies' alignment with United Way's goals in education, health, and financial stability and awarding funding. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,258,824 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,585,828 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $457,212 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,657,075 | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Bryan O'Connor | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Judith Austin | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martin Bruno | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Emmanual Caulk | |||||||
| Director (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Dalton | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lelia DeAndrade | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James Elkins | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joan Fischer | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MaryEllen Fitzgerald | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| William Fletcher Esq | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| Diane Garofalo | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Gendreau | |||||||
| Director (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shawn Gorman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jacquelyn Hedlund MD | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Raymond Kelley Jr | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sterling Kozlowski | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Kenneth I Lewis Jr | |||||||
| Director (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sam Novick | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Rayder | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Rosenfield | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey Sanders | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Deanna Sherman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Swift-Kayatta | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| Dana Totman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Grace Valenzuela | |||||||
| Director (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Wheaton Esq | |||||||
| Director (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bill Williamson | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicole Witherbee | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Victoria Loring | |||||||
| Chair | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Albert G Swallow III | |||||||
| Chair (part year) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael Simonds | |||||||
| Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Gregory McCarthy | |||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Suzanne McCormick | |||||||
| Secretary/President/CEO | 40.00 | Yes (X) | $153,242 | $0 | $14,051 | 1.00 | Yes (X) |
| Carrie Zeisse | |||||||
| Chief Operating Officer | 40.00 | $108,368 | $0 | $9,540 | 5.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $261,610 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,591 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oldham Innovative Research | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 267 Brackett Street | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Program Data and Evaluation Services | ServicesDesc |
| Compensation | $123,004 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $115,329 | FederatedCampaignsAmt |
| All Other Contributions | $8,050,435 | AllOtherContributionsAmt |
| Noncash Contributions | $235,086 | NoncashContributionsAmt |
| Total Contributions | $8,165,764 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Service fees | 624200 | $446,602 | $446,602 |
| Miscellaneous Revenue | 624200 | $10,610 | $10,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $457,212 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,678 | TotalRevenueColumnAmt |
| Exclusion | $162,678 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,170,703 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,639,964 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $530,739 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,739 | TotalRevenueColumnAmt |
| Exclusion | $530,739 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,316,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $457,212 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $693,417 | 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 | $6,127,362 | TotalAmt |
| Program Services | $6,127,362 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,467 | TotalAmt |
| Program Services | $10,467 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,201 | TotalAmt |
| Program Services | $106,018 | ProgramServicesAmt |
| Management And General | $113,093 | ManagementAndGeneralAmt |
| Fundraising | $66,090 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485,727 | TotalAmt |
| Program Services | $584,830 | ProgramServicesAmt |
| Management And General | $342,047 | ManagementAndGeneralAmt |
| Fundraising | $558,850 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,667 | TotalAmt |
| Program Services | $25,347 | ProgramServicesAmt |
| Management And General | $7,078 | ManagementAndGeneralAmt |
| Fundraising | $24,242 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,676 | TotalAmt |
| Program Services | $65,598 | ProgramServicesAmt |
| Management And General | $11,421 | ManagementAndGeneralAmt |
| Fundraising | $65,657 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,034 | TotalAmt |
| Program Services | $69,035 | ProgramServicesAmt |
| Management And General | $18,680 | ManagementAndGeneralAmt |
| Fundraising | $51,319 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,816 | TotalAmt |
| Program Services | $9,299 | ProgramServicesAmt |
| Management And General | $2,654 | ManagementAndGeneralAmt |
| Fundraising | $8,863 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,554 | TotalAmt |
| Program Services | $4,504 | ProgramServicesAmt |
| Management And General | $2,656 | ManagementAndGeneralAmt |
| Fundraising | $4,394 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,675 | TotalAmt |
| Management And General | $21,675 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,078 | TotalAmt |
| Program Services | $350,072 | ProgramServicesAmt |
| Management And General | $17,843 | ManagementAndGeneralAmt |
| Fundraising | $41,163 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,541 | TotalAmt |
| Program Services | $10,955 | ProgramServicesAmt |
| Management And General | $1,488 | ManagementAndGeneralAmt |
| Fundraising | $49,098 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,941 | TotalAmt |
| Program Services | $67,116 | ProgramServicesAmt |
| Management And General | $29,140 | ManagementAndGeneralAmt |
| Fundraising | $53,685 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,881 | TotalAmt |
| Program Services | $114,729 | ProgramServicesAmt |
| Management And General | $44,228 | ManagementAndGeneralAmt |
| Fundraising | $75,924 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,102 | TotalAmt |
| Program Services | $29,890 | ProgramServicesAmt |
| Management And General | $6,349 | ManagementAndGeneralAmt |
| Fundraising | $15,863 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,386 | TotalAmt |
| Program Services | $30,408 | ProgramServicesAmt |
| Management And General | $10,198 | ManagementAndGeneralAmt |
| Fundraising | $25,780 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,446 | TotalAmt |
| Program Services | $28,395 | ProgramServicesAmt |
| Management And General | $17,802 | ManagementAndGeneralAmt |
| Fundraising | $28,249 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,952 | TotalAmt |
| Program Services | $12,950 | ProgramServicesAmt |
| Management And General | $8,119 | ManagementAndGeneralAmt |
| Fundraising | $12,883 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,146 | TotalAmt |
| Program Services | $5,395 | ProgramServicesAmt |
| Management And General | $3,383 | ManagementAndGeneralAmt |
| Fundraising | $5,368 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,014 | TotalAmt |
| Program Services | $4,705 | ProgramServicesAmt |
| Management And General | $2,292 | ManagementAndGeneralAmt |
| Fundraising | $4,017 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,408,666 | TotalAmt |
| Program Services | $7,657,075 | ProgramServicesAmt |
| Management And General | $660,146 | ManagementAndGeneralAmt |
| Fundraising | $1,091,445 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529 | BOYAmt |
| EOY | $1,175 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,580,673 | BOYAmt |
| EOY | $5,051,700 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,592,177 | BOYAmt |
| EOY | $4,580,429 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,761 | BOYAmt |
| EOY | $26,767 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,825 | BOYAmt |
| EOY | $56,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $422,678 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $275,592 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,733 | BOYAmt |
| EOY | $147,086 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,756,344 | BOYAmt |
| EOY | $7,614,468 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,973 | BOYAmt |
| EOY | $1,277,285 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,367,015 | BOYAmt |
| EOY | $18,755,184 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,451 | BOYAmt |
| EOY | $298,197 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,735 | BOYAmt |
| EOY | $416,301 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,526,510 | BOYAmt |
| EOY | $3,429,825 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,401,696 | BOYAmt |
| EOY | $4,144,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,778,460 | BOYAmt |
| EOY | $6,836,705 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,128,649 | BOYAmt |
| EOY | $4,568,910 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,058,210 | BOYAmt |
| EOY | $3,205,246 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,965,319 | BOYAmt |
| EOY | $14,610,861 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,367,015 | BOYAmt |
| EOY | $18,755,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$92,273 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $673,021 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $64,794 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $9,485,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,832,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,370,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,962,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,165,764 | CurrentTaxYearAmt |
| Total | $42,817,397 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,485,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,832,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,370,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,962,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,165,764 | CurrentTaxYearAmt |
| Total | $42,817,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,533,883 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,283,514 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $162,678 | CurrentTaxYearAmt |
| Total | $838,099 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,655,496 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,249,642 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,339 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,308 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,647 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,074,061 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,087,708 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $554,385 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $138,596 | 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 | $548,604 | CurrentYearMinus3Amt |
| Current Year Minus2 | $529,834 | CurrentYearMinus2Amt |
| Current Year Minus1 | $556,894 | CurrentYearMinus1Amt |
| Current Year | $554,385 | CurrentYearAmt |
| Total | $2,189,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,284,576 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $21,077 | CurrentYearMinus3Amt |
| Current Year Minus2 | $12,243 | CurrentYearMinus2Amt |
| Current Year Minus1 | $14,799 | CurrentYearMinus1Amt |
| Current Year | $13,647 | CurrentYearAmt |
| Total | $61,766 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $137,151 | CurrentYearMinus3Amt |
| Current Year Minus2 | $132,459 | CurrentYearMinus2Amt |
| Current Year Minus1 | $139,224 | CurrentYearMinus1Amt |
| Current Year | $138,596 | CurrentYearAmt |
| Total | $547,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $821,145 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $4,870 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,810 | CurrentYearMinus1Amt |
| Current Year | $10,339 | CurrentYearAmt |
| Total | $25,019 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,054,910 | BeginningYearBalanceAmt |
| Contributions | $108,781 | ContributionsAmt |
| Investment Earnings Or Losses | $743,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,945 | GrantsOrScholarshipsAmt |
| Other Expenditures | $227,554 | OtherExpendituresAmt |
| Administrative Expenses | $35,838 | AdministrativeExpensesAmt |
| End Year Balance | $6,621,777 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,053,539 | BeginningYearBalanceAmt |
| Contributions | $326,512 | ContributionsAmt |
| Investment Earnings Or Losses | -$47,287 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,741 | GrantsOrScholarshipsAmt |
| Other Expenditures | $216,970 | OtherExpendituresAmt |
| Administrative Expenses | $38,143 | AdministrativeExpensesAmt |
| End Year Balance | $6,054,910 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,131,348 | BeginningYearBalanceAmt |
| Contributions | $44,674 | ContributionsAmt |
| Investment Earnings Or Losses | $1,093,822 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,802 | GrantsOrScholarshipsAmt |
| Other Expenditures | $163,649 | OtherExpendituresAmt |
| Administrative Expenses | $37,854 | AdministrativeExpensesAmt |
| End Year Balance | $6,053,539 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,811,405 | BeginningYearBalanceAmt |
| Contributions | $43,318 | ContributionsAmt |
| Investment Earnings Or Losses | $482,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,441 | GrantsOrScholarshipsAmt |
| Other Expenditures | $158,462 | OtherExpendituresAmt |
| Administrative Expenses | $33,306 | AdministrativeExpensesAmt |
| End Year Balance | $5,131,348 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.55710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17660 | 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 | $422,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $275,592 | DepreciationAmt |
| Book Value | $147,086 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $147,086 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Perpetual Trust | Desc |
| Book Value | $1,277,285 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,277,285 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Designations payable | Desc |
| Amt | $3,429,825 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,429,825 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,733,250 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $673,021 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $673,021 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,060,229 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,256,164 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,256,164 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,316,393 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,087,708 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,087,708 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,320,958 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,320,958 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,408,666 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | United Way Inc. 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. Additionally, $263,267 was owed to 211 Maine, a related organization, at year end. |
| Part V, Line 4: | Income from the United Way's endowment is used to support the mission of United Way. |
| 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. With few exceptions, the Organization is no longer subject to income tax examinations by the U.S. Federal or State tax authorities for years before 2010. |
| Part XI, Line 4b - Other Adjustments: | Donor Designated Contributions 1,256,164. |
| Part XII, Line 4b - Other Adjustments: | Donor Designated Grants & Awards 1,320,958. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (79 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 2-1-1 Maine Inc | ||||||||
| PO Box 15200 | Portland | ME | 041125200 | 300194364 | 501(c)(3) | $250,000 | Information & Referral Grant; Donor Designations | |
| A Company of Girls | ||||||||
| PO Box 7527 | Portland | ME | 04112 | 050631726 | 501(c)(3) | $46,541 | Agency Allocation; Donor Designations | |
| American Lung Association | ||||||||
| 122 State Street | Augusta | ME | 04330 | 060646594 | 501(c)(3) | $57,841 | Donor Designations | |
| American Red Cross of Southern Maine | ||||||||
| 2401 Congress Street | Portland | ME | 04102 | 010215209 | 501(c)(3) | $143,754 | Agency Allocation; Donor Designations | |
| Amistad | ||||||||
| PO Box 992 | Portland | ME | 04104 | 010500860 | 501(c)(3) | $53,884 | Agency Allocation; Donor Designations | |
| Aroostook County Action Program | ||||||||
| PO Box 1116 | Presque Isle | ME | 04769 | 010315849 | 501(c)(3) | $28,970 | Emergency Heating Assistance | |
| Big Brothers & Big Sisters of Southern Maine | ||||||||
| 195 Lancaster Street | Portland | ME | 04101 | 010475146 | 501(c)(3) | $102,622 | Agency Allocation; Donor Designations | |
| Boy Scouts of America #0218 Pine Tree Council Inc | ||||||||
| 131 Johnson Road | Portland | ME | 04102 | 010211490 | 501(c)(3) | $9,336 | Miscellaneous Sponsorship; Donor Designations | |
| Boys & Girls Clubs of Southern Maine | ||||||||
| PO Box 7830 | Portland | ME | 04112 | 010211543 | 501(c)(3) | $353,363 | Agency Allocation; Donor Designations | |
| Cancer Community Center | ||||||||
| 778 Main Street | Portland | ME | 04106 | 010513301 | 501(c)(3) | $15,563 | Donor Designations | |
| Caring Resources for Living - North Yarmouth | ||||||||
| 1018 North Road | North Yarmouth | ME | 04097 | 200868716 | 501(c)(3) | $19,762 | Donor Designations | |
| Catherine Morrill Day Nursery | ||||||||
| 96 Danforth Street | Portland | ME | 04101 | 010211542 | 501(c)(3) | $67,503 | Agency Allocation; Donor Designations | |
| Catholic Charities Maine | ||||||||
| PO Box 10660 | Portland | ME | 04104 | 010228225 | 501(c)(3) | $239,708 | Agency Allocation; Donor Designations | |
| Center for Grieving Children | ||||||||
| PO Box 1438 | Portland | ME | 04104 | 010431501 | 501(c)(3) | $112,717 | Agency Allocation; Donor Designations | |
| Central Maine Medical Center | ||||||||
| 300 Main Street | Lewiston | ME | 04240 | 010211494 | 501(c)(3) | $7,355 | Donor Designations | |
| City of Lewiston | ||||||||
| 27 Pine Street | Lewiston | ME | 04240 | 016000030 | Government | $5,500 | CA$H Grant | |
| City of Portland | ||||||||
| 134 Congress Street | Portland | ME | 04101 | 016000032 | Government | $67,652 | Oxford Street Shelter Deposit; Let's Go! Partnership | |
| Community Concepts | ||||||||
| PO Box 278 | South Paris | ME | 04281 | 010424969 | 501(c)(3) | $36,322 | Emergency Heating Assistance; Donor Designations | |
| Community Counseling Center | ||||||||
| 343 Forest Avenue | Portland | ME | 04101 | 010288362 | 501(c)(3) | $320,094 | Agency Allocation; Donor Designations | |
| Community Dental - Portland | ||||||||
| 276 Canco Road | Portland | ME | 04103 | 237129502 | 501(c)(3) | $139,843 | Agency Allocation; Donor Designations | |
| Day One | ||||||||
| 525 Main Street | South Portland | ME | 04106 | 010322532 | 501(c)(3) | $176,711 | Agency Allocation; Donor Designations | |
| Family Crisis Services | ||||||||
| PO Box 704 | Portland | ME | 04104 | 010352636 | 501(c)(3) | $95,928 | Agency Allocation; Donor Designations | |
| Finance Authority of Maine | ||||||||
| PO Box 949 | Augusta | ME | 04332 | 010392006 | Government | $8,737 | CA$H Grant | |
| Frannie Peabody Center | ||||||||
| 335 Valley Street | Portland | ME | 04102 | 010416974 | 501(c)(3) | $53,900 | Agency Allocation; Donor Designations | |
| Freeport Community Services | ||||||||
| 53 Depot Road PO Box 119 | Freeport | ME | 04032 | 010332769 | 501(c)(3) | $40,650 | Agency Allocation; Donor Designations | |
| Girl Scouts of Maine | ||||||||
| 138 Gannett Drive PO Box 9421 280 | South Portland | ME | 04106 | 010269802 | 501(c)(3) | $25,994 | Agency Allocation; Donor Designations | |
| Good Shepherd Food Bank | ||||||||
| PO Box 1807 | Auburn | ME | 04211 | 222986809 | 501(c)(3) | $54,028 | Cumberland County Food Security Council Grants; Donor Designations | |
| Goodwill Industries of Northern New England | ||||||||
| PO Box 8600 353 Cumberland Ave | Portland | ME | 04104 | 010284340 | 501(c)(3) | $95,159 | Agency Allocation; Donor Designations | |
| Great Schools Partnership | ||||||||
| 482 Congress Street Suite 500 | Portland | ME | 04101 | 263834610 | 501(c)(3) | $19,000 | Westbrook Children's Project | |
| HomeHealth Visiting Nurses of Southern ME | ||||||||
| 15 Industrial Park Road | Saco | ME | 04072 | 237204938 | 501(c)(3) | $95,163 | Agency Allocation; Donor Designations | |
| Hospice of Southern Maine | ||||||||
| 180 US Route 1 | Scarborough | ME | 04074 | 010540180 | 501(c)(3) | $7,794 | Donor Designations | |
| Immigrant Legal Advocacy Project | ||||||||
| PO Box 17917 | Portland | ME | 04112 | 223260883 | 501(c)(3) | $43,349 | Agency Allocation; Donor Designations | |
| Iris Network | ||||||||
| 189 Park Avenue | Portland | ME | 04101 | 010196359 | 501(c)(3) | $30,284 | Agency Allocation; Donor Designations | |
| Kennebec Valley Community Action Program | ||||||||
| 97 Water Street | Waterville | ME | 04901 | 010277678 | 501(c)(3) | $40,667 | Emergency Heating Assistance | |
| Kids First Center | ||||||||
| 222 St John Street Suite 101 | Portland | ME | 04102 | 222993035 | 501(c)(3) | $29,274 | Agency Allocation; Donor Designations | |
| Legal Services for the Elderly | ||||||||
| 5 Wabon Street | Augusta | ME | 043307040 | 010359131 | 501(c)(3) | $41,943 | Agency Allocation; Donor Designations | |
| Maine Community Action Association | ||||||||
| PO Box 200 | East Wilton | ME | 04234 | 010547055 | 501(c)(3) | $6,081 | Emergency Heating Assistance | |
| Mercy Hospital | ||||||||
| 144 State Street | Portland | ME | 04101 | 010211534 | 501(c)(3) | $12,503 | Donor Designations | |
| Midcoast Maine Community Action | ||||||||
| 34 Wing Farm Parkway | Bath | ME | 04530 | 010315732 | 501(c)(3) | $15,049 | Emergency Heating Assistance | |
| Mission Possible Teen Center | ||||||||
| 755 Main Street | Westbrook | ME | 04092 | 010509578 | 501(c)(3) | $14,152 | Donor Designations | |
| Morrison Developmental Center | ||||||||
| 60 Chamberlain Road PO Box 1539 | Scarborough | ME | 04070 | 010243254 | 501(c)(3) | $71,762 | Agency Allocation; Donor Designations | |
| My Place Teen Center | ||||||||
| 755 Main Street | Westbrook | ME | 04092 | 010509578 | 501(c)(3) | $43,500 | Agency Allocation | |
| Northeast Hearing & Speech | ||||||||
| 75 West Commercial Street Suite 205 | Portland | ME | 04101 | 010228262 | 501(c)(3) | $92,006 | Agency Allocation; Donor Designations | 205 |
| Peaks Island Children's Workshop | ||||||||
| PO Box 80 | Peaks Island | ME | 04108 | 010482767 | 501(c)(3) | $25,000 | Agency Allocation | |
| Penquis CAP Inc | ||||||||
| PO Box 1162 | Bangor | ME | 04401 | 016023748 | 501(c)(3) | $49,690 | Emergency Heating Assistance | |
| Pine Tree Legal | ||||||||
| PO Box 547 88 Federal Street | Portland | ME | 04112 | 010279387 | 501(c)(3) | $94,020 | Agency Allocation; Donor Designations | |
| Planned Parenthood of Northern New England | ||||||||
| 51 US Route 1 Suite C | Scarborough | ME | 04074 | 010279387 | 501(c)(3) | $49,430 | Donor Designations | |
| Portland Seaman's Friend Society | ||||||||
| Lewis Street | Westbrook | ME | 04092 | 010211545 | 501(c)(3) | $60,000 | How Fund Support to Indigent Seamen | |
| Preble Street | ||||||||
| 18 Portland Street PO Box 1459 | Portland | ME | 04104 | 010418917 | 501(c)(3) | $478,898 | Agency Allocation; Miscellaneous; Donor Designations | |
| Regional Transportation Program | ||||||||
| 127 St John Street | Portland | ME | 04102 | 010339851 | 501(c)(3) | $77,863 | Agency Allocation; Donor Designations | |
| The Salvation Army | ||||||||
| PO Box 3575 | Portland | ME | 04104 | 135662351 | 501(c)(3) | $7,649 | Donor Designations | |
| Serenity House | ||||||||
| 30 Mellen Street | Portland | ME | 04101 | 010426638 | 501(c)(3) | $22,233 | Agency Allocation | |
| Sexual Assault Response Services | ||||||||
| PO Box 1371 | Portland | ME | 04104 | 010343943 | 501(c)(3) | $41,229 | Agency Allocation; Donor Designations | |
| Shalom House Inc | ||||||||
| 106 Gilman Street PO Box 560 | Portland | ME | 04112 | 237119236 | 501(c)(3) | $55,648 | Agency Allocation; Donor Designations | |
| State YMCA of Maine | ||||||||
| 305 Winthrop Center Road | Winthrop | ME | 04364 | 010186800 | 501(c)(3) | $12,122 | Gorman Camperships | |
| Stepping Stones | ||||||||
| 107 India Street | Portland | ME | 04101 | 010348849 | 501(c)(3) | $29,730 | Agency Allocation; Donor Designations | |
| Susan L Curtis Foundation | ||||||||
| 1321 Washington Avenue Suite 104 | Portland | ME | 04103 | 010324705 | 501(c)(3) | $10,349 | Donor Designations | |
| The Opportunity Alliance | ||||||||
| 50 Lydia Lane | South Portland | ME | 04106 | 010316041 | 501(c)(3) | $731,951 | Agency Allocation; Let's Go! Partnership; Heating Assistance; Donor Designations | |
| Tri-County Mental Health Services | ||||||||
| P O Box 2008 1155 Lisbon Street | Lewiston | ME | 04241 | 010316813 | 501(c)(3) | $28,151 | Agency Allocation; Donor Designations | |
| United Way of Androscoggin County | ||||||||
| PO Box 888 | Lewiston | ME | 04243 | 010211564 | 501(c)(3) | $49,333 | Emergency Heating Assistance; Donor Designations | |
| United Way of Aroostook County | ||||||||
| 480 Main Street 3rd Floor | Presque Isle | ME | 04769 | 237147455 | 501(c)(3) | $35,667 | CA$H Grant; Emergency Heating Assistance; Donor Designations | |
| United Way of Eastern Maine | ||||||||
| 24 Springer Drive Suite 201 | Bangor | ME | 04401 | 010211478 | 501(c)(3) | $53,845 | CA$H Grant; Emergency Heating Assistance; Donor Designations | |
| United Way of Kennebec Valley | ||||||||
| 331 Water Street Suite 5 | Augusta | ME | 04330 | 016004404 | 501(c)(3) | $26,269 | Emergency Heating Assistance; Donor Designations | |
| United Way of Massachusetts Bay and Merrimack Valley | ||||||||
| 51 Sleeper Street | Boston | MA | 022101208 | 042382233 | 501(c)(3) | $6,849 | Donor Designations | |
| United Way of Mid-Coast Maine | ||||||||
| 34 Wing Farm Parkway Suite 201 | Bath | ME | 04530 | 016004866 | 501(c)(3) | $78,989 | Emergency Heating Assistance; Donor Designations | |
| United Way of Mid-Maine | ||||||||
| PO Box 91 | Waterville | ME | 04901 | 010233280 | 501(c)(3) | $19,842 | CA$H Grant; Emergency Heating Assistance; Donor Designations | |
| United Way of Oxford County | ||||||||
| PO Box 291 | South Paris | ME | 04281 | 010450352 | 501(c)(3) | $16,315 | Emergency Heating Assistance; Donor Designations | |
| United Way of the Tri-Valley Area | ||||||||
| PO Box 126 | Farmington | ME | 04938 | 010377559 | 501(c)(3) | $13,700 | CA$H Grant; Emergency Heating Assistance; Donor Designations | |
| United Way of York County | ||||||||
| PO Box 727 | Kennebunk | ME | 04043 | 010276862 | 501(c)(3) | $83,112 | Emergency Heating Assistance; Donor Designations | |
| VNA Home Health Care | ||||||||
| 50 Foden Road | South Portland | ME | 04106 | 010246804 | 501(c)(3) | $12,336 | Donor Designations | |
| Volunteers of America NNE | ||||||||
| 14 Main Street Suite 301 | Brunswick | ME | 04011 | 273663183 | 501(c)(3) | $8,000 | CA$H Grant | |
| Waldo Community Action Partners | ||||||||
| PO Box 130 | Belfast | ME | 049150130 | 016020566 | 501(c)(3) | $13,035 | Emergency Heating Assistance | |
| Washington Hancock Community Action | ||||||||
| PO Box 280 | Milbridge | ME | 04658 | 520817684 | 501(c)(3) | $25,224 | Emergency Heating Assistance | |
| Wayside Soup Kitchen | ||||||||
| PO Box 1278 | Portland | ME | 04104 | 222806424 | 501(c)(3) | $38,561 | Agency Allocation; Donor Designations | |
| Westbrook School Department | ||||||||
| 117 Stroudwater Street | Westbrook | ME | 04092 | 016000038 | Government | $26,400 | Westbrook Children's Project | |
| Western Maine Community Action | ||||||||
| PO Box 200 | East Wilton | ME | 04234 | 010275156 | 501(c)(3) | $10,596 | Emergency Heating Assistance | |
| YMCA of Southern Maine | ||||||||
| PO Box 1078 70 Forest Avenue | Portland | ME | 04104 | 010211568 | 501(c)(3) | $149,046 | Agency Allocation; Donor Designations | |
| York County Community Action | ||||||||
| PO Box 727 | Sanford | ME | 04073 | 016020406 | 501(c)(3) | $30,006 | CA$H Grant; Emergency Heating Assistance | |
| Youth & Family Outreach | ||||||||
| 331 Cumberland Avenue | Portland | ME | 04101 | 222806424 | 501(c)(3) | $36,046 | Agency Allocation; Donor Designations | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | 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 | $10,467 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Allocations: 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, which includes a paper application and in-person review meeting. 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) Explain the proposed use of United Way funding and demonstrate results (client outcomes) of funding. 2) Submit agency and program-level budgets and annual audits to demonstrate financial stability and adherence to sound fiscal policies and management practices. United Way of Greater Portland requires that all funded organizations sign a funding contract agreeing to all general provisions of the funding relationship, reporting requirements and compliance with applicable state and federal regulations such as the USA Patriot Act. Community Impact staff regularly communicate with and monitor funded organizations via interim reports submitted between scheduled full reviews. Interim reports demonstrate how funding has been utilized to date and the client outcomes achieved as a result of funding. Interim reports provide information on major programmatic or financial changes to the agency that might impact its ability to deliver agreed-upon client outcomes. Completion and submission of satisfactory interim reports are a requirement of continued funding. 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; 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Suzanne McCormick | PersonNm |
| Title | Secretary/President/CEO | TitleTxt |
| Base Compensation Filing Org | $147,002 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $6,240 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,018 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,033 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $167,293 | 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 | 60 | ContributionCnt |
| Noncash Contributions Rpt F990 | $235,086 | 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 (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Sterling Kozlowski and Raymond Kelley, Jr. have a business relationship. |
| Form 990, Part VI, Section A, line 6 | Membership: The membership of United Way, Inc. consists of contributors to the United Way campaign, United Way volunteers, and representatives of providers of human services in the community that are supported financially by United Way, as follows: Individual Members: All individuals who have made a financial contribution to the most recently completed United Way 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 for the ensuing calendar year. Organizational Members: Those partner agencies which 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. (d) To enact and amend the bylaws of United Way, Inc. |
| Form 990, Part VI, Section A, line 7b | See preceeding explanation (line 7a) |
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by an independent accounting firm and thoroughly reviewed by the Vice President of Finance prior to review and approval by the Chief Operating Officer, President, and Board of Directors. 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, Inc.'s Code of Ethics is intended to guide and advance the ethical conduct of both volunteers and staff in carrying out their United Way 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, Inc. or undermine the public's trust in United Way, Inc.'s staff and volunteers. To ensure that the best interests of United Way, Inc. 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 relatives, 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, Inc. 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 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. However, during the fiscal year covered by this Form 990, the President of United Way of Greater Portland resigned from the organization effective after the close of the fiscal year. Therefore, the process was not conducted as there was no compensation to be determined for the outgoing President and the new President did not begin until January 2015. In 2014, a policy was implemented to provide for approval by indpendent persons, comparability data, and contemporaneous substantiation of the COO's compensation. |
| Form 990, Part VI, Section C, line 19 | United Way Inc.'s conflict of interest policy and most recent audited financial statements are available on line 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'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 $4.9 million in out-of-area pledges in 2014. 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 2-1-1 Maine are excluded from the Statement of Revenue, as 2-1-1 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, 2014. Supporting Services: 2014 2013 Fundraising 1,091,445 1,140,693 Management & General 660,146 531,552 Total Supporting Services 1,751,591 1,672,245 Revenue: 2014 2013 Sourced Listed Above 9,316,393 8,904,401 Out-of-Area Pledges 4,903,542 3,804,154 211 Maine Revenue 908,621 868,019 Total Sources 15,128,556 13,576,574 Operating Expense Ratio 11.6% 12.3% |
| Form 990, Part XI, line 9: | Donor designation adjustment 64,794. |
| Form 990, Part XII, Line 2c: | The audit process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2-1-1 Maine Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 15200 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 041125200 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300194364 | EIN |
| Primary Activities | Health & human service informaiton 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 | BusinessNameLine1 |
| 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 | 2-1-1 Maine Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $250,000 | InvolvedAmt |
| Method Of Amount Determination | cash value | MethodOfAmountDeterminationTxt |
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