2014-02-03T12:21:25-06:00 2013-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2012-07-01 010274725 The Opportunity Alliance OPPO 2075235021 50 Monument Square Portland ME 04101 Virginia A Gentile 2075235021 2014-01-31 1 Barbara J McGuan CPA P00219457 2077752387 2014-01-31 2012 2015-11-30 17:44:51Z Michael J Tarpinian 50 Monument Square Portland ME 04101 17687035 0 X www.opportunityalliance.org X 1965 ME Transforming our community by helping people in need build better lives. 21 20 268 200 -69635 -69635 15332650 13878336 935776 3639213 32 15329 -311 -43366 16268147 17489512 5646364 0 0 0 7371313 12332227 0 0 71123 2679929 5272129 15697606 17604356 570541 -114844 5950241 19399582 3908448 15239026 2041793 4160556 X Transforming our community by helping people in need build better lives. 1 0 15668980 3639213 Service Area 1 (Child Development) - Provided Head Start program services to 272 children while an additional 48 children received Early Head Start services and 64 children received child care services. These educational curriculums were provided in 17 child development and Head Start classrooms. In addition, WIC provided supplemental food and nutrition education and services to cover 6,550 participants. Service Area 2 (Housing Development and Housing & Energy Services) - The Opportunity Alliance home services are provided in Cumberland and York counties and include fuel assistance to 4,653 households (in Cumberland County only), 75 homes weatherized, 44 homes receiving home repair work and 91 homes receiving repair/ replacement services of malfunctioning central heating systems. These services also include the management and rental of low-income housing units. Service Area 3 (Community Services, Senior Volunteer Programs, The Women's Project, and the Youth Resiliency Project) - The Opportunity Alliance community service programs include senior volunteer programs in which elder volunteers and staff provided more than 141,771 hours of community service. The Women's Project provides case management services to women affected by substance abuse - 178 new admissions with 334 served. Additionally, we responded to 68 requests from other agencies for information and referral on matters related to Maine women affected by substance abuse. Maine FamiliesMaine Families features a variety of programs designed to support present and future parents. One component of the program offers a community based, universal home visiting program designed to support new and expectant parents. Families are offered support from a parent partner who makes regular home visits. This partnership may continue from pregnancy or birth until the child reaches kindergarden age. Parent partners share information, educational resources and knowledge about community services. Through the parenting education program, healthy families is able to provide prevention initiative, parent supports and education groups and to develop and maintain community responsive programs to residents throughout Cumberland County. Cumberland County Crisis ResponseCumberland County Crisis Response (CCCR) is located at 50 Monument Square in Portland, Maine. Services include 774-HELP, a 24/7 crisis hotline and mobile outreach (MO) a service that provides face to face crisis assessments and disposition determination. CCCR also provides mental health police liaison services, working with police in crisis situations and acute care services (ACS) that may include some or all of the following: brief therapy services, crisis resource counselor services and/or the services of an outpatient psychiatrist. Children's crisis services are also provided via CCCR. Treatment Foster CareFoster care services provide specialized foster homes for hard to place youth with severe emotional and behavioral problems. Individuals with education, training and experience relevant to the specialized needs of these youth are recruited. They, too, participate in the foster care support and training sponsored by Youth Alternatives Ingraham. Mediation ServicesWhen no words seem to help, Mediation Services offers families and communities ways to solve issues that cause pain, separation and conflict. Trained volunteer mediators help communities and families learn how to listen to each others concerns, find fair solutions to current issues and learn new ways to resolve future conflicts. From the first phone call through the entire process, a case coordinator helps the family or community by providing information, referrals and support.Homeless Youth ServicesHomeless Youth Services provide safety assessments and case management to homeless youth and youths in need of service. Case managers perform intensive outreach to this population to ensure the safety of those on the street and helping to move them into safer environments. Detention ResponseA community based program that provides support, monitoring and intensive case management services to at-risk youth involved in the juvenile justice system that would be detained at Long Creek Youth Center or shortening their detainment. While focusing on rehabilitation, case managers work intensively with the youth's family, address individual behaviors, mental health issues and substance abuse problems. They help the youth return to school, improve relationships, build self-esteem and prepare for employment when appropriate. Children's Advocacy Council (Advocacy & Prevention)Through leadership, advocacy, community education and professional training, the council mobilized the community to take responsibility for the well being of children and families and to prevent child abuse and neglect. Services include: advocacy and networking initiatives in collaboration with other child serving agencies; training to mandated reporters, community organizations and others; and serving as an information clearinghouse on child abuse prevention. Parenting education programs providing information, training and resources to community groups schools and individuals on nurturing and child rearing are also offeredMultidimensional Treatment Foster CareMultidimensional Treatment Foster Care (MTFC) is an alternative to corrections and group care facilities. As researched and developed by the Oregon Social Learning Center, MTFC places juvenile offenders who need residential treatment with foster families who are trained to provide close supervision, fair limits, consistent consequences and a supportive relationship. Research on MTFC programs in this country has proven it to be a cost effective and efficacious approach. Within the MTFC model, a youth's program can be individualized to fit his or her needs, challenges and strengths. Rather than placing them in group settings, MTFC places carefully selected youth in a family setting away from peers who have similar problems and may provide negative influence. This promotes learning and adjustment within a normalizing family setting. Children's Case Management ProgramThe Children's Case Management Program is intended to be grounded in the wraparound process and to embrace the concept of child and family centered planning. Case managers assist families to enhance their independence and self-determination in meeting the therapeutic needs of the child. The case managers serve small areas in both York and Cumberland counties. Young Parent ProgramA parenting education program for young parents who are pregnant, parenting, and or working on reunification, we partner with young parents to support healthy attachments, child development, and connection to community. The Community Outreach portion of this program provides community outreach for parents 22 and under which includes: family centered case management; prenatal education; infant and toddler development; and parenting classes. The transitional housing portion of this program is open to people ages 22 and under who are currently homeless. It includes transitional living with 6 apartments; home visits; parenting classes; access to support groups; educational, vocational, and housing resources; counseling and case management; as well as referrals. EdgewoodA six bed residential treatment program for youth ages 16 to 21 who are attempting to become more independent within the community as adults. Community Support ServicesAdult case management services for adults with mental illness or co-occurring disorder of a mental illness and a substance abuse disorder. Service planning is individualized to the client needs and desires. Treatment is outcome focused and builds on the client's existing strengths in developing new skills for maintaining stability in the client's community and natural supports. Core areas of service include: engagement, assessment, individual service planning, implementation, crisis intervention and prevention, and advocacy. The BridgeA twelve bed emergency short term residence for homeless adults with a major mental illness and/or a substance abuse disorder, providing a safe, supportive environment, comprehensive treatment and connection to community resources. Service planning is highly collaborative with other community providers so as to secure a more stable living environment and ongoing needed treatment after discharge. The goal of the program is to stabilize the mental health needs. Ray HouseA seven bed comprehensive treatment residence providing treatment, support and advocacy for adults with severe and persistent mental illness. The goal of the program is to maintain clients within the community and reduce the need for psychiatric hospitalization through building coping and daily living skills. Morrison PlaceA twelve bed treatment facility offering intensive individualized treatment of homeless adults with co-occurring mental health and substance abuse issues. Treatment includes individual and group therapies along with community based recovery support services. Goal of treatment is to empower client with the skills and strengths to maintain recovery within their community and build a more extensive system of natural supports. MainestayA collaborative program including a eight bed treatment residence for homeless youth, ages 18 to 25 with serious emotional disorders or mental illness intensified by substance abuse problems. Treatment focuses on the skills and supports necessary to transition youths to their community and "family". Programming includes: outreach, individual, group, and family treatment, aftercare planning and support services. Gordon GreenAn eight bed permanent residence providing intensive treatment and support for elderly adults under guardianship with a combination of challenges including mental illness and disabilities related to age or physical impairments. 15668980 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 75 0 1 268 1 1 1 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 ME X X Dawn Ouellette 2075235021 50 Monument Square Portland ME 04101 Michael Tarpinian 40.00 X X 0 183091 14184 Gerry Vicenzi 2.00 X 0 0 0 Anne Dinsmore 2.00 X 0 0 0 Angus King III 2.00 X 0 0 0 Sheila Dobson 2.00 X 0 0 0 Kristen Potter Farnham 2.00 X 0 0 0 Dawn Gay 2.00 X 0 0 0 Thomas W Saturley 2.00 X X 0 0 0 Barbara T Schneider 2.00 X 0 0 0 Greg Shinberg 2.00 X 0 0 0 Tim Soley 2.00 X 0 0 0 Chris Jerome 2.00 X 0 0 0 Tom Smith 2.00 X 0 0 0 Jane Harmon 2.00 X 0 0 0 Marc Doyon 2.00 X X 0 0 0 Dan Hunter 2.00 X X 0 0 0 Peter Harrison 2.00 X 0 0 0 Carol Billington 2.00 X 0 0 0 Crispin Bolese 2.00 X 0 0 0 Anita Chandler 2.00 X 0 0 0 Kristina Vellani 2.00 X 0 0 0 Ann Donaghy 2.00 X 0 0 0 Virginia Gentile 40.00 X 0 123376 11631 Joseph Everett 40.00 X 0 123472 11988 0 429939 37803 0 0 1 0 Biosafe Environmental Services Inc 17 Patrick Drive Westbrook ME 04092 Building Contractor/Safety Inspector 100756 1 43496 69238 11148962 2616640 18467 13878336 MaineCare 624100 2783734 2783734 Client Rent 624100 703498 703498 DHHS Room & Board 624100 170877 170877 Loss on Discontinued Operations 624100 -18896 -18896 3639213 8933 8933 135637 175615 -39978 -39978 -69635 29657 6396 0 6396 6396 6396 0 69238 21908 -21908 -21908 Forgiveness of Debt Income 900099 18520 18520 18520 17489512 3639213 -69635 41598 9471634 8370684 1020742 80208 161430 125465 33365 2600 1656780 1514733 136478 5569 1042383 905775 128638 7970 20366 1453 18913 129097 375 128722 623575 285255 335638 2682 12256 10006 2090 160 1286897 1232414 54483 1276498 1275682 816 256457 238646 14284 3527 122552 77983 44569 232591 194687 37904 383517 379204 4313 113168 98419 13436 1313 Client Expenses 701156 701156 Miscellaneous 251995 144365 4983 102647 PNMI Tax 159733 112678 47055 Occupancy Allocation -51424 -51424 -246305 -62881 -183424 17604356 15668980 1864253 71123 116394 1501911 34420 629533 1600308 975121 304229 1517884 205770 289433 14343 102932 76687 322981 21042959 7283195 2989161 13759764 241830 4847 4847 604082 53346 5950241 19399582 878120 1982224 1029303 269383 4048385 1984751 7974217 16274 964817 3908448 15239026 X 1576412 3176693 465381 983863 2041793 4160556 5950241 19399582 X -114844 55924 2177683 X 0 1 X 1 1 1 X 14891205 16286207 16834306 15332650 13878336 77222704 14891205 16286207 16834306 15332650 13878336 77222704 77222704 28333 21892 8981 32 8933 68171 77290875 8643293 0.99910 0.99860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1297555 1297555 17413174 5525919 11887255 2332230 1757276 574954 13759764 Security Deposits 28322 Third Party Settlements 760990 Due to State of Maine 175505 964817 The Barn Raising 25134 25134 300 851 6814 Golf Tournament 44104 44104 13943 69238 69238 300 851 20757 21908 -21908 X X X X 0 0 0 0 0 0 0 0 0 Michael Tarpinian 0 183091 0 0 0 0 0 7324 0 6860 0 197275 0 0 A MHHEFA Series 2006A Bond 010314384 560425469 2006-01-01 4690000 Renovations and Construction 0 0 1 A 641615 4690000 201145 86145 4279521 2006 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 New Program Services Form 990, Part III, line 2 Youth Alternatives Ingraham was dissolved and all programs and activities were merged into The Opportunity Alliance. Outpatient/Medication Management Youth Alternatives Ingraham provides outpatient clinic services at our 50 Monument Square location with a staff of four psychiatrists and four psychiatric nurse practitioners. This clinic provides services for children, adolescents and adults. Services include medication management and individual counseling for youth and adults with mental illness. In addition to the services delivered at 50 Monument Square, services are provided at the Preble Street Resource Center, the Teen Center located in Portland and at Youth Alternatives Ingraham's administrative offices at 50 Lydia Lane in South Portland. Broadway Crossing A short term crisis stabilization unit providing a therapeutic alternative to hospitalization for adults experiencing a mental health crisis. 2-1-1 Maine Maine's health and human services information and referral system; a statewide resource directory of over 9,000 resources. Juvenile Behavioral Health Comprehensive clinical services to youth ages 11 to 20 residing at the Long Creek Youth Development Center and the their family members. Treatment aims to reduce recidivism and decrease juvenile's antisocial or pro-criminal attitudes and disruptive behavior, while improving family relationships. Linkage Project A statewide advocacy and education campaign designed to increase individual and community awareness of the strong link between human cruelty and animal violence. Supported Visits Program Provides supervised visitation for child protective clients in York County. Visitations take place in a safe and secure environment which may include a home or community setting. The supervision of family visits consists of skilled observation and assessment of parent-child(ren)'s interaction and includes modeling/teaching parenting skills by a trained Visitation Support Worker. These services are ordered by the district courts. State Street House The U.S. Substance Abuse and Mental Health Services Administration (SAMHSA) has awarded a grant of $1,000,000 to The Recovery Center at Mercy Hospital and its Consortium partners- Youth Alternatives Ingraham (YI) and Crossroads for Women (CW)- to develop an innovative residential servicers model for the Portland area. YI's portion of this program is housed on State Street, the former site of the Helen Winslow Ray House. State Street House will provide 24-hour support for homeless men with co-occurring disorders in early recovery to remain sober and engaged in treatment. Heath House A comprehensive service providing 24-hour care and supervision to people with a developmental disability that results in a significant functional limitation in major life activities. The program provides residential care and community inclusion support, which includes health and medical care, behavioral support, personal care, recreation, psychological services and community integration. Spiral Arts Art classes, workshops, and retreats welcome adults and children from all walks of life and ethnic backgrounds to express their unique voices through the visual arts, music, culinary arts, and dance. Form 990, Part VI, Section B, line 11 The draft is reviewed by the CFO. The draft is then presented to the Finance Committee by the audit firm. The Finance Committee reviews and makes a recommendation to the full Board of Trustees to approve. The Board of Trustees approves. Form 990, Part VI, Section B, line 12c The conflict of interest policy or ethics policy is reviewed annually. Statements are sent annually to the Board of Trustees and are signed, returned, and maintained on file. Statements are reviewed by the President and Chair of the Board. Form 990, Part VI, Section B, line 15a Human Resources is responsible for maintaining current tools to measure market value compensation including surveys at the national, state and industry level. Job descriptions are assigned to various ranges of pay using a matrix that measures responsibility/complexity of job function. Changes to base pay are non-routine and supported with documentation. Supervisors approve compensation. Annually, the Executive Committee acts as a Compensation Committee to review compensation of the President and makes a recommendation to the Board of Trustees, who approves. Form 990, Part VI, Section C, line 19 The bylaws, governing policies and audited financial statements are maintained at the administrative offices and are provided to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Equity Received in Merger 2,177,683. 50 Monument Square LLC 50 Monument Square Portland ME 04101 562519539 Own and Manage Commercial Property ME 135637 2725840 The Opportunity Alliance Ingraham Housing Corporation 50 Monument Square Portland ME 04101 010495250 Obtains low income housing financing and lease properties ME 501(c)(3) Line 11a, I The Opportunity Alliance 1 Peninsula Community LP c/o The Opportunity Alliance 50 Mon Portland ME 04101 364489492 General partner in a low-income housing development project ME Investment -11244 299878 0 1 0.00100 Peninsula Community LP 2 c/o The Opportunity Alliance 50 Mon Portland ME 04101 364489494 General partner in a low-income housing development project ME Investment -18 454689 0 1 0.00010 Peninsula Community LP 3 c/o The Opportunity Alliance 50 Mon Portland ME 04101 200693279 General partner in a low-income housing development project ME Investment -24 336339 0 1 0.00010 PROP Development c/o The Opportunity Alliance 50 Mon Portland ME 04101 542189315 General partner in a low-income housing development project ME The Opportunity Alliance Investment 0 1 1.00000 Bayside East LP c/o The Opportunity Alliance 50 Mon Portland ME 04101 205768059 General partner in a low-income housing development project ME Investment -49 129710 0 1 0.00010 St Dom's Family Housing Inc c/o The Opportunity Alliance 50 Mon Portland ME 04101 743028868 General partner in a low-income housing development project ME C 0.50000 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0