UNITED WAY INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY INC (EIN 01-0241767)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-06
IRS object ID: 201410379349300201
Schema version: 2012v2.1
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)
Timestamp	2014-02-06T07:47:48-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	010494526	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Baker Newman & Noyes	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	010241767	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	United Way Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIT	NameControl
Phone	2078741000	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	Suzanne McCormick	Name
Title	President/CEO	Title
Phone	2078741000	Phone
Date Signed	2014-01-23	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Nicholas E Porto	Name
PTIN	P01310283	PTIN
Phone	2078792100	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	United Way of Greater Portland	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Suzanne McCormick	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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	10742304	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.unitedwaygp.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1929	YearFormation
State Legal Domicile	ME	StateLegalDomicile
Activity Or Mission Description	Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	26	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	26	NbrIndependentVotingMembers
Total Nbr Employees	47	TotalNbrEmployees
Total Nbr Volunteers	3531	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	8370907	ContributionsGrantsPriorYear
Contributions Grants Current Year	7962536	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	446711	ProgramServiceRevenuePriorYear
Program Service Revenue CY	458352	ProgramServiceRevenueCY
Investment Income Prior Year	265221	InvestmentIncomePriorYear
Investment Income Current Year	483513	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	9082839	TotalRevenuePriorYear
Total Revenue Current Year	8904401	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	6249688	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	6249069	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1708214	SalariesEtcPriorYear
Salaries Etc Current Year	2160649	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	1140693	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1007247	OtherExpensePriorYear
Other Expenses Current Year	1129555	OtherExpensesCurrentYear
Total Expenses Prior Year	8965149	TotalExpensesPriorYear
Total Expenses Current Year	9539273	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	117690	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-634872	RevenuesLessExpensesCY
Total Assets BOY	17928965	TotalAssetsBOY
Total Assets EOY	18367015	TotalAssetsEOY
Total Liabilities BOY	3722168	TotalLiabilitiesBOY
Total Liabilities EOY	4401696	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	14206797	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	13965319	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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	MissionDescription
Significant New Program Services	1	SignificantNewProgramServices
Significant Change	1	SignificantChange
Expense	1909170	Expense
Grants	1585790	Grants
Revenue	0	Revenue
Description	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 fourth 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 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 amongst the Westbrook School Department and community partners have grown through increased staffing capacity commitment from United Way of Greater Portland.Important Project strategies in FY 2013 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.- School and community partnerships to collect and analyze school department data to identify areas of strength and challenges with the goal of aligning resources to increase student achievement district-wide.- Development of a plan for increasing early kindergarten screening and the integration of consistent screening tools utilizing nationally identified best practices. Additional Project Accomplishments in the past year include:- Through coordination and alignment of resources, a community-wide summer reading initiative challenged children, families, teachers, and community members to engage in literacy activities to address summer slide. School department data indicates more children maintained levels of academic progress over the 2013 summer.- Through early screenings, at-risk incoming kindergarten students were identified and encouraged to enroll in a summer Jump Start program. Of those children attending this program, all showed progress in letter identification, sound identification or both, and 82% met the fall kindergarten benchmark in letter sounds, important indicators of future academic success.- With the support of the Children's Project, 228 volunteers donated over 3,500 hours to help children succeed across three elementary schools.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. Throughout 2013, the Starting Strong subcommittee developed a Community Solutions Action Plan, informed by the Campaign for Grade Level Reading, focused on improving school readiness, reducing chronic absence, and reducing summer learning loss.3. Count ME In is an innovative partnership of schools, parents, youth, and community organizations. The goal of Count ME In is to improve elementary school attendance by increasing the capacity of school staff, community-based organizations, businesses, and families to address chronic absenteeism. Count ME In seeks to decrease the number of students with chronic absenteeism in Cumberland County elementary schools by 50% by 2018. FY2013 is the pilot year for the project. Five 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. The Count ME In leadership is working on a statewide level to improve the way that students are flagged as at-risk in the school data management system, as well as producing a toolkit for the Count ME In model which will allow for replication of the project in additional school districts.4. South Portland Partners for Student Success (SPPSS) is a collaboration of the South Portland School District and community-based organizations that have come together 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 said support in a timely fashion.In the pilot year, the partners have identified a cohort of elementary school students, all of whom were chronically absent in 2012-2013, on which to focus. Concentrating on this small group of students will allow the partners to develop an effective system that integrates school and community interventions, with the intent to scale this beyond the pilot group in the coming years. At present, the partners have developed a joint release for student information, hosted two training events for school and community partners, and started outreach to the students' families.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 learning and to determine how the combined resources and influence of the group can have the greatest impact.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 an effort to improve their step on the statewide program quality scale.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	1628483	Expense
Grants	1615183	Grants
Revenue	0	Revenue
Description	HEALTH: Improving people's physical and mental 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 Greater Portland. United Way funds 43 programs at 21 partner agencies that focus on health, helping us 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 life for thousands of residents in Greater Portland.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, reversing 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 environmental and policy change strategies. Let's Go!'s statewide efforts are now managed by Barbara Bush Children's Hospital at Maine Medical Center. United Way continues to provide key leadership in the statewide project and financially supports the work in Cumberland County by funding two full-time coordinators to implement the multi-sector model locally. In FY13, Let's Go! Dissemination Partners in Cumberland County reached 62,143 youth through their work with 40 schools, 52 early childhood sites, 24 afterschool sites and 25 health care sites. Let's Go! also recognizes sites in all sectors based on how many of the priority strategies are being implemented and written into policy (and enforced). In Cumberland County, Let's Go! Greater Portland recognized 9 schools, 15 childcare sites, 14 health care sites, and 12 afterschool centers. This was an increase from the 34 sites recognized the prior year.Statewide evaluation data shows that schools, afterschools, and early childhood programs are implementing and sustaining strategies that increase healthy eating and physical activity. Locally, 93% of child care programs rarely use food as a reward, 78% of schools provide opportunities for physical activity, 100% of afterschool sites limit sugary beverages, and 100% of registered health care practices display the Let's Go! poster and routinely determine BMI for all patients over the age of two.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	1466283	Expense
Grants	1305409	Grants
Revenue	0	Revenue
Description	FINANCIAL STABILITY: Many people in Greater Portland do not have a stable income that allows them to provide the basics- food, housing, 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 and legal services programs, United Way is linking community members to tools that will help them get 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$H connects the community to local programs and services, and utilizes its website, www.cashgp.org, as a financial education clearinghouse. In 2013, CA$H free income tax preparation events returned $1,488,146 in federal and state tax refunds to the community, and applied for $418,246 in federal earned income tax credits.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 30 (April 1, 2012 through July 31, 2013) funding awarded 21 Cumberland County agencies grants totaling $93,005.3. United Way of Greater Portland convenes the Cumberland County Food Security Council, a coalition focused on increasing access to food for vulnerable populations throughout Cumberland County. Formed in 2011, the council is comprised of representatives from local businesses, farms, food pantries and meal providers, government agencies, and other social services providers. The Council has been engaged in a strategic planning process to determine priorities.The Council's focus includes developing a food security information infrastructure in Cumberland County to drive evidence-based strategic initiatives. This includes Listserv and a common database to collect and share data, which is in development. This effort involves building collaboration and consensus among the key food providers for the county, as well as the front-line pantries and meal programs served by them. The establishment of a common data collection tool and information infrastructure will help provide an accurate picture of the state of food security in the county and provide strategic direction to hunger reduction efforts, provide a formal mechanism for collaboration, communication, and data sharing among key food providers and help reduce the burden of duplicative data reporting on the part of front line providers. The Council's other major focus was to utilize a community conversation model in the Lakes Region of Cumberland County, to bring together partners from across the food system to identify and discuss the food access issue and potential solutions for particular communities and across many communities. A successful series of conversations in the Lakes Region was completed in the fall of 2012. It resulted in new relationships between providers and local government and the establishment of subcommittees to develop work plans related to three key strategies identified through the conversations: 1. Cooperative Buying and Resource Development, 2. Education and Prevention, and 3. Data Collection and Advocacy.4. United Way of Greater Portland's CEO served as one of the Tri-Chairs of the Homelessness Prevention Task Force. The task force was established by Council Order in November of 2011 and asked to review and gain an understanding of the causal factors associated with homelessness, as well as the current community resources available to meet the unique needs of individuals experiencing homelessness in order to develop a multi-year strategic plan, including measurable objectives to reduce, prevent, and end homelessness in Greater Portland. The City Council adopted the Task Force's report in November 2012, and various organizations are now working on implementation.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	2863092	Expense
Grants	1742687	Grants
Revenue	458352	Revenue
Description	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 8,000 resources. Last year, 2-1-1 Maine call specialists answered over 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 though 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 $225,000 was raised for heating assistance through Keep ME Warm last year.3. Designations are donor-directed contributions to health and human service organizations. Donors to United Way'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 the Organization 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. United Way administers various grant programs to promote diversity and inclusion, assist people in need, and assess and promote nonprofit collaboration, as well as scholarship programs for minority youth and students in the Greater Portland area.6. 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, at which nearly 1,000 volunteers dedicate more than 5,000 hours of service to 75 projects at more than 50 different sites.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	2863092	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	1742687	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	458352	TotalOfOtherProgramServiceRev
Total Program Service Expense	7867028	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	1	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	19	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	47	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	26	NbrVotingGoverningBodyMembers
Number Independent Voting Members	26	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	Bryan O'Connor	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2078741000	TelephoneNumber

Address US AddressUS

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 Form990PartVIISectionA (34 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Average Hours Per Week RelatedAverageHoursPerWeekRelated	OfficerOfficer
Judith Austin
Director	1.00	X	0	0	0
Cheryl Bascomb
Director	1.00	X	0	0	0
David Bass
Director	1.00	X	0	0	0
Emmanual Caulk
Director	1.00	X	0	0	0
Michael R Currie
Director	1.00	X	0	0	0
Anne Dalton
Director	1.00	X	0	0	0
Lelia DeAndrade
Director	1.00	X	0	0	0
MaryEllen Fitzgerald
Director	1.00	X	0	0	0
William Fletcher Esq
Director	1.00	X	0	0	0	1.00
Diane Garofalo
Director	1.00	X	0	0	0
Brenda Garrand
Director	1.00	X	0	0	0
Michael Gendreau
Director	1.00	X	0	0	0
Shawn Gorman
Director	1.00	X	0	0	0
Jacquelyn Hedlund MD
Director	1.00	X	0	0	0
Raymond Kelley Jr
Director	1.00	X	0	0	0
Sterling Kozlowski
Director	1.00	X	0	0	0
Rev Kenneth I Lewis Jr
Director	1.00	X	0	0	0
Judy Lucas
Director	1.00	X	0	0	0
Sam Novick
Director	1.00	X	0	0	0
Brian Petrovek
Director	1.00	X	0	0	0
Joe Rosenfield
Director	1.00	X	0	0	0
Jeffrey Sanders
Director	1.00	X	0	0	0
Deanna Sherman
Director	1.00	X	0	0	0
Michael Simonds
Director	1.00	X	0	0	0
Anne Swift-Kayatta
Director	1.00	X	0	0	0
Grace Valenzuela
Director	1.00	X	0	0	0
Barbara Wheaton Esq
Director	1.00	X	0	0	0
Nicole Witherbee
Director	1.00	X	0	0	0
Albert G Swallow III
Chair	1.00	X	0	0	0		X
Victoria Loring
Vice Chair	1.00	X	0	0	0		X
Gregory McCarthy
Treasurer	1.00	X	0	0	0		X
Thomas Zuke
Treasurer	1.00	X	0	0	0		X
Suzanne McCormick
Secretary/President/CEO	60.00		142533	0	13226	1.00	X
Carrie Zeisse
Chief Operating Officer	60.00		74918	0	1866	1.00	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	217451	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	15092	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Federated Campaigns	111479	FederatedCampaigns
All Other Contributions	7851057	AllOtherContributions
Noncash Contributions	214648	NoncashContributions
Total Contributions	7962536	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Service fees	624200	413907	413907
Miscellaneous Revenue	624200	37565	37565
Workshops/training	624200	6880	6880

Field	Value	IRS element (for citing)
Total Program Service Revenue	458352	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	164328	TotalRevenueColumn
Exclusion	$164,328	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	2155914	Securities
Other	1174	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1836729	Securities
Other	1174	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	319185	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	319185	TotalRevenueColumn
Exclusion	$319,185	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8904401	TotalRevenueColumn
Related Or Exempt Function Income	458352	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$483,513	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	6234433	Total
Program Services	6234433	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	14636	Total
Program Services	14636	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	232543	Total
Program Services	78231	ProgramServices
Management And General	100059	ManagementAndGeneral
Fundraising	54253	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1551172	Total
Program Services	753714	ProgramServices
Management And General	256161	ManagementAndGeneral
Fundraising	541297	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	54703	Total
Program Services	28749	ProgramServices
Management And General	5189	ManagementAndGeneral
Fundraising	20765	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	186134	Total
Program Services	100927	ProgramServices
Management And General	12309	ManagementAndGeneral
Fundraising	72898	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	136097	Total
Program Services	74853	ProgramServices
Management And General	14148	ManagementAndGeneral
Fundraising	47096	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	9928	Total
Program Services	4520	ProgramServices
Management And General	1832	ManagementAndGeneral
Fundraising	3576	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	6967	Total
Program Services	2156	ProgramServices
Management And General	469	ManagementAndGeneral
Fundraising	4342	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	25875	Total
Management And General	25875	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	406695	Total
Program Services	274723	ProgramServices
Management And General	19085	ManagementAndGeneral
Fundraising	112887	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	78775	Total
Program Services	5382	ProgramServices
Management And General	1192	ManagementAndGeneral
Fundraising	72201	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	119044	Total
Program Services	61340	ProgramServices
Management And General	17493	ManagementAndGeneral
Fundraising	40211	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	236860	Total
Program Services	109643	ProgramServices
Management And General	40789	ManagementAndGeneral
Fundraising	86428	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	44327	Total
Program Services	27304	ProgramServices
Management And General	3654	ManagementAndGeneral
Fundraising	13369	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	64362	Total
Program Services	36106	ProgramServices
Management And General	7531	ManagementAndGeneral
Fundraising	20725	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	79296	Total
Program Services	36105	ProgramServices
Management And General	14630	ManagementAndGeneral
Fundraising	28561	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	40649	Total
Program Services	18508	ProgramServices
Management And General	7500	ManagementAndGeneral
Fundraising	14641	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	9544	Total
Program Services	4346	ProgramServices
Management And General	1760	ManagementAndGeneral
Fundraising	3438	Fundraising

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	7233	Total
Program Services	1352	ProgramServices
Management And General	1876	ManagementAndGeneral
Fundraising	4005	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	9539273	Total
Program Services	7867028	ProgramServices
Management And General	531552	ManagementAndGeneral
Fundraising	1140693	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1682	BOY
EOY	1529	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	5719039	BOY
EOY	5580673	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	4554154	BOY
EOY	4592177	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	45882	BOY
EOY	35761	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	59210	BOY
EOY	45825	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	423403	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	243670	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	221228	BOY
EOY	179733	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	6180537	BOY
EOY	6756344	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	17336	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1129897	BOY
EOY	1174973	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	17928965	BOY
EOY	18367015	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	286839	BOY
EOY	487451	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	420591	BOY
EOY	387735	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	3014738	BOY
EOY	3526510	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3722168	BOY
EOY	4401696	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	7017266	BOY
EOY	6778460	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4266015	BOY
EOY	4128649	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2923516	BOY
EOY	3058210	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14206797	BOY
EOY	13965319	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	17928965	BOY
EOY	18367015	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-634872	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	330848	ReconciliationUnrealizedInvest
Reconcilation Other Changes	62546	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10218063	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9485673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8832517	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	8370907	CurrentTaxYearMinus1Year
Current Tax Year	7962536	CurrentTaxYear
Total	44869696	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10218063	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9485673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8832517	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	8370907	CurrentTaxYearMinus1Year
Current Tax Year	7962536	CurrentTaxYear
Total	44869696	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	3767960	AmountsSubstContributorsTotal
Public Support Total170	41101736	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	186448	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	152516	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	168510	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	190067	CurrentTaxYearMinus1Year
Current Tax Year	164328	CurrentTaxYear
Total	861869	Total

Field	Value	IRS element (for citing)
Total Support	45731565	TotalSupport
Gross Receipts From Admissions Etc	2154175	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.89880	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.87340	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	9810	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	4989	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	14799	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	8123078	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	8137877	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	556894	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	139224	FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	547310	CurrentYearMinus3
Current Year Minus2	548604	CurrentYearMinus2
Current Year Minus1	529834	CurrentYearMinus1
Current Year	556894	CurrentYear
Total	2182642	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$3,273,963	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	8113	CurrentYearMinus3
Current Year Minus2	21077	CurrentYearMinus2
Current Year Minus1	12243	CurrentYearMinus1
Current Year	14799	CurrentYear
Total	56232	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	136828	CurrentYearMinus3
Current Year Minus2	137151	CurrentYearMinus2
Current Year Minus1	132459	CurrentYearMinus1
Current Year	139224	CurrentYear
Total	545662	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$818,493	GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus1	4870	CurrentYearMinus1
Current Year	9810	CurrentYear
Total	14680	Total

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtc
Included On FS	1	IncludedOnFS
Explanation In Part XIII	X	ExplanationInPartXIII

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6054910	BeginningOfYearBalance
Contributions	108781	Contributions
Investment Earnings Or Losses	743423	InvestmentEarningsOrLosses
Grants Or Scholarships	21945	GrantsOrScholarships
Other Expenditures	227554	OtherExpenditures
Administrative Expenses	35838	AdministrativeExpenses
End Of Year Balance	6621777	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6053539	BeginningOfYearBalance
Contributions	326512	Contributions
Investment Earnings Or Losses	-47287	InvestmentEarningsOrLosses
Grants Or Scholarships	22741	GrantsOrScholarships
Other Expenditures	216970	OtherExpenditures
Administrative Expenses	38143	AdministrativeExpenses
End Of Year Balance	6054910	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	5131348	BeginningOfYearBalance
Contributions	44674	Contributions
Investment Earnings Or Losses	1093822	InvestmentEarningsOrLosses
Grants Or Scholarships	14802	GrantsOrScholarships
Other Expenditures	163649	OtherExpenditures
Administrative Expenses	37854	AdministrativeExpenses
End Of Year Balance	6053539	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	4811405	BeginningOfYearBalance
Contributions	43318	Contributions
Investment Earnings Or Losses	482834	InvestmentEarningsOrLosses
Grants Or Scholarships	14441	GrantsOrScholarships
Other Expenditures	158462	OtherExpenditures
Administrative Expenses	33306	AdministrativeExpenses
End Of Year Balance	5131348	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6051730	BeginningOfYearBalance
Contributions	7707	Contributions
Investment Earnings Or Losses	-1056186	InvestmentEarningsOrLosses
Grants Or Scholarships	14334	GrantsOrScholarships
Other Expenditures	145429	OtherExpenditures
Administrative Expenses	32083	AdministrativeExpenses
End Of Year Balance	4811405	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.56000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.27000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.17000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	423403	OtherCostOrOtherBasis
Depreciation	243670	Depreciation
Book Value	179733	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	179733	TotalOfBookValueLandBuildings

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	Beneficial Interest in Perpetual Trust	Description
Book Value	1174973	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	1174973	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Designations payable	Description
Amount	$3,526,510	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	3526510	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	7896399	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	330848	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	330848	RevenueNotRptdF990
Revenue Subtotal	7565551	RevenueSubtotal
Other Revenues Not Included	1338850	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	1338850	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	8904401	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	8137877	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	8137877	ExpensesSubtotal
Other Expenses Not Included	1401396	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	1401396	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	9539273	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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, $253,261 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.	Description of Intended Use of Endowment Funds:
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 2009.	Description of Uncertain Tax Positions Under FIN 48:
	Donor Designated Contributions 1,338,850.	Part XI, Line 4b - Other Adjustments:
	Donor Designated Grants & Awards 1,401,396.	Part XII, Line 4b - Other Adjustments:

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (81 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2
2-1-1 Maine Inc
PO Box 15200	Portland	ME	041125200	300194364	501(c)(3)	250568	Donor Designations; Information & Referral Grant
A Company of Girls
PO Box 7527	Portland	ME	04112	050631726	501(c)(3)	48778	Donor Designations; Partner Agency Allocations
American Cancer Society
1 Bowdoin Mill Island	Topsham	ME	04112	131788491	501(c)(3)	5249	Donor Designations
American Lung Association
122 State Street	Augusta	ME	04330	060646594	501(c)(3)	53415	Donor Designations
American Red Cross of Southern Maine
2401 Congress Street	Portland	ME	04102	010215209	501(c)(3)	152573	Donor Designations; Partner Agency Allocations
Amistad
PO Box 992	Portland	ME	04104	010500860	501(c)(3)	47405	Donor Designations; Partner Agency Allocations
Aroostook County Action Program
PO Box 1116	Presque Isle	ME	04769	010315849	501(c)(3)	18138	Emergency Heating Assistance
Big Brothers Big Sisters of Southern Maine
195 Lancaster Street	Portland	ME	04101	010475146	501(c)(3)	116260	Donor Designations; Partner Agency Allocations
Boy Scouts of America #0218 Pine Tree Council Inc
131 Johnson Road	Portland	ME	04102	010211490	501(c)(3)	14059	Miscellaneous Grant; Donor Designations
Boys & Girls Clubs of Southern Maine
PO Box 7830	Portland	ME	04112	010211543	501(c)(3)	363935	Donor Designations; Partner Agency Allocations
Cancer Community Center
778 Main Street	Portland	ME	04106	010513301	501(c)(3)	24424	Donor Designations
Caring Resources for Living - North Yarmouth
1018 North Road	North Yarmouth	ME	04097	200868716	501(c)(3)	18417	Donor Designations
Catherine Morrill Day Nursery
96 Danforth Street	Portland	ME	04101	010211542	501(c)(3)	70682	Donor Designations; Partner Agency Allocations
Catholic Charities Maine
PO Box 10660	Portland	ME	04104	010228225	501(c)(3)	254308	Diversity & Inclusion Grant; Partner Agency Allocations; Donor Designations
Center for Grieving Children
PO Box 1438	Portland	ME	04104	010431501	501(c)(3)	116210	Donor Designations; Partner Agency Allocations
City of Portland
134 Congress Street	Portland	ME	04101	016000032	Government	137308	Let's Go! Partnership; Venture Grant
Community Concepts
PO Box 278	South Paris	ME	04281	010424969	501(c)(3)	21861	Donor Designations; Emergency Heating Assistance
Community Counseling Center
343 Forest Avenue	Portland	ME	04101	010288362	501(c)(3)	332360	Donor Designations; Partner Agency Allocations
Community Dental - Portland
276 Canco Road	Portland	ME	04103	237129502	501(c)(3)	145017	Donor Designations; Partner Agency Allocations
Community Financial Literacy
309 Cumberland Ave Suite 205	Portland	ME	04104	800362127	501(c)(3)	10000	Diversity & Inclusion Grant
Community Partners Inc
66 Pearl Street	Portland	ME	04101	010351501	501(c)(3)	8967	Donor Designations; Partner Agency Allocations
Cultivating Community
PO Box 3792	Portland	ME	04104	043607322	501(c)(3)	10551	Donor Designations; Diversity & Inclusion Grant
Day One
525 Main Street	South Portland	ME	04106	010322532	501(c)(3)	184421	Donor Designations; Partner Agency Allocations
Family Crisis Services
PO Box 704	Portland	ME	04104	010352636	501(c)(3)	98440	Donor Designations; Partner Agency Allocations
Frannie Peabody Center
335 Valley Street	Portland	ME	04102	010416974	501(c)(3)	45575	Donor Designations; Partner Agency Allocations
Freeport Community Services
53 Depot Road PO Box 119	Freeport	ME	04032	010332769	501(c)(3)	39790	Donor Designation; Partner Agency Allocations
Girl Scouts of Maine
138 Gannett Drive PO Box 9421 280	South Portland	ME	04106	010269802	501(c)(3)	30230	Miscellaneous Grant; Donor Designations; Partner Agency Allocations
Good Shepherd Food Bank
PO Box 1807	Auburn	ME	04211	222986809	501(c)(3)	6177	Donor Designations
Goodwill Industries of Northern New England
PO Box 8600 353 Cumberland Ave	Portland	ME	04104	010284340	501(c)(3)	97493	Donor Designations; Partner Agency Allocations
Homehealth - Visiting Nurses of Southern Maine
15 Industrial Park Road	Saco	ME	04072	237204938	501(c)(3)	96852	Donor Designations; Partner Agency Allocations
Hospice of Southern Maine
180 US Route 1	Scarborough	ME	04074	010540180	501(c)(3)	10600	Donor Designations
Immigrant Legal Advocacy Project
PO Box 17917	Portland	ME	04112	223260883	501(c)(3)	35332	Donor Designations; Partner Agency Allocations
Iris Network The
189 Park Avenue	Portland	ME	04101	010196359	501(c)(3)	34439	Donor Designations; Partner Agency Allocations
Kennebec Valley Community Action Program
97 Water Street	Waterville	ME	04901	010277678	501(c)(3)	25230	Emergency Heating Assistance
Kids First Center
222 St John Street Suite 101	Portland	ME	04102	222993035	501(c)(3)	30159	Donor Designations; Partner Agency Allocations
Learning Works
181 Brackett Street	Portland	ME	04101	010353682	501(c)(3)	27498	Venture Grant
Legal Services for the Elderly
5 Wabon Street	Augusta	ME	043307040	010359131	501(c)(3)	44118	Donor Designations; Partner Agency Allocations
MAPS Shelter Services - Portland
107 India Street	Portland	ME	04101	010348849	501(c)(3)	27563	Donor Designations; Partner Agency Allocations
Mercy Hospital
144 State Street	Portland	ME	04101	010211534	501(c)(3)	11877	Donor Designations
Midcoast Maine Community Action
34 Wing Farm Parkway	Bath	ME	04530	010315732	501(c)(3)	8929	Emergency Heating Assistance
Mission Possible Teen Center
755 Main Street	Westbrook	ME	04092	010509578	501(c)(3)	50194	Donor Designations; Partner Agency Allocations
Morrison Developmental Center
60 Chamberlain Road PO Box 1539	Scarborough	ME	04070	010243254	501(c)(3)	73115	Donor Designations; Partner Agency Allocations
NAACP Portland
PO Box 3631	Portland	ME	04101	131084135	501(c)(3)	7000	Miscellaneous Grant
Northeast Hearing & Speech
75 West Commercial Street Suite 205	Portland	ME	04101	010228262	501(c)(3)	98619	Donor Designations; Diversity & Inclusion Grant; Partner Agency Allocations	205
The Opportunity Alliance
50 Lydia Lane	South Portland	ME	04106	010316041	501(c)(3)	734993	Diversity & Inclusion Grant; Westbrook Children's Project; Donor Designations; Emergency Heating Assistance; Let's Go! Partnership; Partner Agency Allocations
Peaks Island Children's Workshop
PO Box 80	Peaks Island	ME	04108	010482767	501(c)(3)	41077	Donor Designations; Partner Agency Allocations
Penquis CAP Inc
PO Box 1162	Bangor	ME	04401	016023748	501(c)(3)	31064	Emergency Heating Assistance
Pine Tree Legal Assistance
PO Box 547 88 Federal Street	Portland	ME	04112	010279387	501(c)(3)	95636	Donor Designations; Partner Agency Allocations
Planned Parenthood of Northern New England
51 US Route 1 Suite C	Scarborough	ME	04074	010279387	501(c)(3)	42996	Donor Designations
Portland Seaman's Friend Society
Lewis Street	Westbrook	ME	04092	010211545	501(c)(3)	60000	How Fund Support to Indigent Seamen
Preble Street
18 Portland Street PO Box 1459	Portland	ME	04104	010418917	501(c)(3)	469530	Venture Grant; Donor Designations; Partner Agency Allocations
Regional Transportation Program
127 St John Street	Portland	ME	04102	010339851	501(c)(3)	80457	Donor Designations; Partner Agency Allocations
The Root Cellar
94 Washington Avenue	Portland	ME	04101	220990667	501(c)(3)	5823	Donor Designations
The Salvation Army
PO Box 3575	Portland	ME	04104	135662351	501(c)(3)	6873	Donor Designations
Serenity House
30 Mellen Street	Portland	ME	04101	010426638	501(c)(3)	23000	Partner Agency Allocations
Sexual Assault Response Services of Southern Maine
PO Box 1371	Portland	ME	04104	010343943	501(c)(3)	43444	Donor Designations; Partner Agency Allocations
Shalom House Inc
106 Gilman Street PO Box 560	Portland	ME	04112	237119236	501(c)(3)	58002	Donor Designations; Partner Agency Allocations
Spurwink Services
899 Riverside Street	Portland	ME	04103	010319802	501(c)(3)	50518	Donor Designations; Venture Grant
State YMCA of Maine
305 Winthrop Center Road	Winthrop	ME	04364	010186800	501(c)(3)	8575	Donor Designations; Gorman Camperships
Susan L Curtis Foundation
1321 Washington Ave Suite 104	Portland	ME	04103	010324705	501(c)(3)	7794	Donor Designations
Tri-County Mental Health Services
P O Box 2008 1155 Lisbon St	Lewiston	ME	04241	010316813	501(c)(3)	39026	Donor Designations; Partner Agency Allocations
United Way of Androscoggin County
PO Box 888	Lewiston	ME	04243	010211564	501(c)(3)	131436	Emergency Heating Assistance; Donor Designations
United Way of Aroostook County
480 Main Street 3rd Floor	Presque Isle	ME	04769	237147455	501(c)(3)	28586	Emergency Heating Assistance; Donor Designations
United Way of Eastern Maine
24 Springer Drive Suite 201	Bangor	ME	04401	010211478	501(c)(3)	59469	Emergency Heating Assistance; Donor Designations
United Way of Kennebec Valley
331 Water Street Suite 5	Augusta	ME	04330	016004404	501(c)(3)	34563	Emergency Heating Assistance; Donor Designations
United Way of Mid-Coast Maine
34 Wing Farm Parkway Ste 201	Bath	ME	04530	016004866	501(c)(3)	106339	Emergency Heating Assistance; Donor Designations
United Way of Mid-Maine
PO Box 91	Waterville	ME	04901	010233280	501(c)(3)	27311	Emergency Heating Assistance; Donor Designations
United Way of New York City
2 Park Avenue Floor 2	New York	NY	10016	132617681	501(c)(3)	10186	Donor Designations; Hurricane Sandy Disaster Relief
United Way of Oxford County
PO Box 291	South Paris	ME	04281	010450352	501(c)(3)	15915	Emergency Heating Assistance; Donor Designations
United Way of Tri-Valley
PO Box 126	Farmington	ME	04938	010377559	501(c)(3)	7187	Emergency Heating Assistance; Donor Designations
United Way of York County
PO Box 727	Kennebunk	ME	04043	010276862	501(c)(3)	81271	Emergency Heating Assistance; Donor Designations
VNA Home Health Care
50 Foden Road	South Portland	ME	04106	010246804	501(c)(3)	7327	Donor Designations
Waldo Community Action Partners
PO Box 130	Belfast	ME	049150130	016020566	501(c)(3)	7279	Emergency Heating Assistance
Washington Hancock Community Action
PO Box 280	Milbridge	ME	04658	520817684	501(c)(3)	16650	Emergency Heating Assistance
Wayside Soup Kitchen
PO Box 1278	Portland	ME	04104	222806424	501(c)(3)	38030	Donor Designations; Partner Agency Allocations
Westbrook School Department
117 Stroudwater Street	Westbrook	ME	04092	016000038	Government	50000	Venture Grant
Western Maine Community Action
PO Box 200	East Wilton	ME	04234	010275156	501(c)(3)	6463	Emergency Heating Assistance; Donor Designations
Women Standing Together
PO Box 4033	Portland	ME	04101	460684740	501(c)(3) pending	10000	Miscellaneous Grant
YMCA of Southern Maine
PO Box 1078 70 Forest Avenue	Portland	ME	04104	010211568	501(c)(3)	172743	Donor Designations; Partner Agency Allocations
York County Community Action
PO Box 727	Sanford	ME	04073	016020406	501(c)(3)	14075	Emergency Heating Assistance
Youth and Family Outreach
331 Cumberland Avenue	Portland	ME	04101	222806424	501(c)(3)	35694	Donor Designations; Partner Agency Allocations

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	81	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	Higgins Scholarships	TypeOfGrant
Number Of Recipients	6	NumberOfRecipients
Amount Of Cash Grant	14636	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Procedure for Monitoring Grants in the U.S.:	Identifier
Return Reference	Part I, Line 2:	ReturnReference
Explanation	Schedule I, Part I, Line 2: 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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	Suzanne McCormick	NamePerson
Title	Secretary/President/CEO	Title
Base Compensation Filing Org	136209	BaseCompensationFilingOrg
Comp Based On Related Orgs	0	CompBasedOnRelatedOrgs
Bonus Filing Org	0	BonusFilingOrg
Bonus Related Orgs	0	BonusRelatedOrgs
Other Compensation Filing Org	6324	OtherCompensationFilingOrg
Other Compensation Related Orgs	0	OtherCompensationRelatedOrgs
Deferred Comp Filing Org	8750	DeferredCompFilingOrg
Deferred Comp Related Orgs	0	DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org	4476	NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs	0	NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org	155759	TotalCompensationFilingOrg
Total Compensation Related Orgs	0	TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org	0	CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs	0	CompReportPrior990RelatedOrgs

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	61	NumberOfContributions
Noncash Contribs Rptd F990	214648	NoncashContribsRptdF990
Method Of Determining Revenues	Stock exchange price	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	Third Party Use:	Identifier
Return Reference	Part I, Line 32b:	ReturnReference
Explanation	Local brokers are used to sell stock.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
New Program Services	Form 990, Part III, line 2	Please see detailed description on Line 4a-d and continued on in Schedule O.
Changes in Program Services	Form 990, Part III, line 3	Last year, the United Way seized an opportunity to transfer our medical interpreter training program to Southern Maine Community College. Following this opportunity, Language Access for New Americans' Advisory Board carefully considered the program's future and decided to transfer the remaining projects to other organizations and close LANA as of June 2012.
	Form 990, Part VI, Section A, line 2	Brian Petrovek (part year board member) had a business relationship with three directors, Albert Swallow, Jacquelyn Hedlund and Jeffrey Sanders during the time in which Mr. Petrovek was on the United Way board. 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.
		The process of determining the compensation package of the president includes all the elements noted (independent review and approval by independent board members, comparability data) with one exception. The final discussion of the compensation package is conducted by the board of directors in executive session. This means that the final decision is documented, but details of the deliberations are not.
	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.
Indirect Expense Calculation	Form 990, Part IX, Line 25:	A calculation of United Way's operating expense ratio according to the data included in Schedule VIII, Statement of Revenue and Schedule IX, Statement of Functional Expenses, includes expenses associated with soliciting, collecting, and distributing over $3 million in out-of-area pledges. 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, 2013. Supporting Services: 2013 2012 Fundraising 1,140,693 742,056 Management & general 531,552 504,296 Total Supporting Services 1,672,245 1,246,352 Revenue: 2013 2012 Sources listed above 8,904,409 9,082,839 Out-of-area pledges 3,804,154 3,024,197 211 Maine revenue 896,564 922,582 Total sources 13,605,127 13,029,618 Operating Expense Ratio 12.3% 9.6%
Changes in Net Assets or Fund Balances:	Form 990, Part XI, line 9:	Donor designation adjustment 62,546.
	Form 990, Part XII, Line 2c:	The audit process has not changed from the prior year.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	2-1-1 Maine Inc	BusinessNameLine1

Address US AddressUS

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	PrimaryActivities
Legal Domicile State	ME	LegalDomicileState
Exempt Code Section	501(c)(3)	ExemptCodeSection
Public Charity Status	Line 7	PublicCharityStatus

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 Org	1	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	2-1-1 Maine Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionType
Amount Involved	250000	AmountInvolved
Method Of Amt Determination	cash value	MethodOfAmtDetermination