2014-11-12T13:08:04-06:00 2014-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2013-07-01 010274725 The Opportunity Alliance OPPO 2075235021 50 Monument Square Portland ME 04101 Michael J Tarpinian President & CEO 2075235021 2014-11-10 1 Barbara J McGuan CPA P00219457 2077752387 2014-11-07 2013 2015-11-30 17:44:51Z Michael J Tarpinian 50 Monument Square Portland ME 04101 28486001 0 X www.opportunityalliance.org X 1965 ME Transforming our community by helping people in need build better lives. 17 17 694 125 22944 0 13878336 16673837 3639213 10989952 15329 260536 -43366 -12430 17489512 27911895 0 0 0 0 12332227 19658145 0 0 258122 5272129 7966841 17604356 27624986 -114844 286909 19399582 17362811 15239026 12897055 4160556 4465756 X Transforming our community by helping people in need build better lives. 0 1 5237303 2433220 Service Area 1: Children and Family Services and SupportsThis area includes all of our early childhood development programming, our home visiting programming for expectant parents and the parents of toddlers, and our nutrition programming.-Early Head Start: a free family visiting program for qualifying families. "Parent Partners" make weekly home visits to pregnant mothers, and children age 0-3 and their families. -Head Start: a program that provides all children with a safe nurturing environment while supporting parents while they identify and meet their own goals and nurture the development of their children. Head Start sites are located throughout Cumberland County. Head Start is part/day part/year. Free program to qualifying families.-Public PreK Partnerships: Head Start partners with the Public School System. Head Start and Department of Education funds are used to deliver this model. In these classrooms, transportation is provided by the school districts. -Child Care: offered full-day/full year. We serve children 6 weeks to 5 years old. Subsidized child care fees are on a sliding scale and are based on household income and family size. -Maine Families: works in partnership with expectant parents and parents of babies and toddlers to ensure safe home environments, promote healthy growth and development for babies and young children, and provide key connections to needed services.Nutrition Services:Our Nutrition programs aim to promote child and family wellness by providing nutrition services that supplement and compliment those of the home and community. Our Nutrition Services include:-Women, Infants and Children (WIC): WIC is a nutritional education program which provides supplemental foods to promote good health for pregnant, postpartum, and breastfeeding women, and infants and children up to age 5.-Summer Food Service Program: We collaborate with numerous community partners and volunteers to ensure that meals are available Monday-Friday for children during the summer months when school is out. -Kids Katering: provides quality, nutritious affordable and accessible meals to children and seniors. 13293835 6103853 Service Area 2: Mental Health and Co-occurring Mental Health and Substance Use Disorder TreatmentThis area includes our adult mental health services, our children and youth mental health services, our residential treatment programming, and our crisis services.Children & Youth Mental Health Services:-Children's Case Management: Case managers help to coordinate and advocate for needed mental health, educational, legal, financial and supportive services for children and youth ages birth to 21 years. -Children's Outpatient Therapy: offers outpatient therapy in both York and Cumberland counties. Licensed therapists work with families to create a therapy best matched to the child's and family's strengths and needs. -Therapeutic Foster Care: for children and youth removed from their homes by DHHS because of abuse or neglect. Given their experiences, many of these children need additional supervision, stability and care, often at a moment's notice. -Homeless Youth Services: provides intensive case management for homeless & street youth, boys and girls ages six to 21. Our Homeless Youth Services (HYS) case managers focus on supporting and stabilizing the client's entire family - siblings and parents, too.-Behavioral Health Services at Long Creek Youth Development Center: provides comprehensive clinical services to youth ages 11-20 residing at the Long Creek Youth Development Center and to their family members.-Detention Response Program: intensive, community-based supervision, monitoring and case management for youth involved, or at risk of being involved with the juvenile justice system.-Young Parent Program: a 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 with family centered case management; prenatal education; infant and toddler development; and parenting classes. -22 Park Avenue: offers housing for six homeless, pregnant or parenting people up to age 22 and their children. The program's goal is to give homeless parents the skills and support they need to feel empowered to make smart decisions and positive choices for their families. -Edgewood: is a six-bed residential treatment program for youth ages 16 to 21 designed to offer intensive, focused treatment and rehabilitative services to promote a successful return of the youth/young adult to family or community and self-sufficiency. -Trauma Informed High Fidelity Wraparound: strictly adhering to the practice of High Fidelity Wraparound as defined by the National Wraparound Initiative, our Trauma Informed High Fidelity Wraparound program works with youth involved in the juvenile justice system and their families statewide. -Adolescent Community Integration Services: We work with homeless adolescents through our MaineStay residence. Community Integration Service at MaineStay focuses on assisting the adolescents (ages 16-21) plan and implement their goals while residing at MaineStay and once the adolescent leaves MaineStay, whether or not they have completed the full residential program.Adult Mental Health Services:-Community Support Services (CSS): provides adult case management for individuals diagnosed with a mental illness and possibly co-occurring addiction disorder. -Adult Community Integration Services:For individuals diagnosed with mental illness and possibly co-occurring disorder who are homeless or at risk of homelessness. -The Women's Project: is a targeted case management program for women affected by substance use (their own or others). The Women's Project addresses barriers to treatment and recovery. The staff also provides information and referral to additional services and supports.-MaineStay: A Portland-based collaborative program includes an eight-bed residential treatment facility and support services for young adults, 18-25, struggling with homelessness and mental illness.-The Bridge: a 12 bed short term residential treatment program for homeless adults with a major mental illness, provides a comprehensive treatment program that assists residents with securing long-term housing while stabilizing their mental health and connecting them to community resources and supports. The Bridge is staffed 24/7 for mental health support and medication administration. -Gordon Green: An 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.-Helen Winslow Ray House: A seven-bed comprehensive rehabilitation residence providing support, counseling and advocacy for adults with a major mental illness.-Morrison Place at Randall Street: A 12-bed treatment facility offering intensive individualized treatment of homeless adults with co-occurring mental health and substance abuse issues.Crisis Services: -Cumberland County Crisis Response: a comprehensive 24-hour mental health crisis system offering phone and face-to-face crisis intervention and stabilization services, including: -774-HELP: Available 24 hours a day, 365 days a year, 774-HELP(4357) offers immediate access to crisis intervention, suicide prevention/intervention, crisis/supportive counseling, problem solving services to adults and children throughout Cumberland County.-Mobile Outreach: Available 24- hours a day, 365 days a year, Mobile Outreach offers face to face crisis intervention services for adults, families and children during a mental health crisis. A range of services includes crisis assessment and intervention and stabilization services. -Peer & Family Navigators: Peer & Family Navigators are consumers of mental health/substance use services and are currently in recovery. They are an integral part of the Mobile Outreach team providing short term supports to help others become and stay engaged in the recovery process to promote recovery.-Mental Health/Police Liaison: Working closely with the Portland Police Department, this specially trained staff-person provides crisis intervention, assessment, and assistance in facilitating crisis services. -Broadway Crossings: a short-term therapeutic, crisis stabilization unit that is an alternative to hospitalization for adults experiencing a mental health crisis. 5647554 2452879 Service Area 3: Family and Community Supports -Parenting Education: provides individual coaching for parents, conducts trainings for parents and educators, and supports a variety of initiatives to improve parenting. -Parents as Partners: Parents who have navigated the state's child protective system successfully reunifying with their children, act as advocates and provide support to parents currently engaged in the system and attempting to reunify with their children. -Parent Coaching: Parent Coaches work with parents to customize a program that meets their particular parenting needs. Through individualized support, weekly group meetings, and connection to resources, we help parents define goals, reduce stress, and strengthen their relationships with their children. -STRONG Fathers: a program that helps men to become more skilled and active parents through classes, workshops, discussion groups, family activities, and individual mentoring.-Mediation Services: trained volunteer mediators help people defuse potentially destructive conflicts. This program is run entirely on private donations sought through grants and fundraising efforts. Our mediation program is free and open to anyone who needs the service regardless of ability to pay. -Supported Visitation: provides supervised visits for parents and their children referred by the state' Office of Children and Family Services in safe and supportive environments conducive to strengths-based parenting education.-Community Services Case Management: staff provides brief crisis intervention, assessment, work plan development, and information and referral.-General Assistance Administration: Through contracts with approximately nine towns in Cumberland County, we serve as the General Assistance Administrators assessing and granting funds to income-eligible individuals and linking them to additional services.-Healthcare Navigator: The Affordable Care Act (ACA) brings new requirements for individuals and employers and new options for affordable health coverage for many Mainers. The Healthcare Navigator can assist in enrolling through the ACA marketplace and understanding the new rights, protections, and changes to current government health care programs. -Community Partnerships for Protecting Children (CPPC): a locally driven, national initiative that aims to enhance the lives of children and their families by engaging neighbors and communities to support families before there is a need for more disruptive and costly intervention. -The Parkside Neighborhood Center: works to strengthen individuals & families living in the Parkside neighborhood of Portland by offering educational and cultural opportunities to connect diverse neighbors and promote social and physical well-being. The Center's programming adapts to emerging needs, the list of current program offerings is subject to change.-The Next Step Loan Fund: is a low interest micro loan program created to help small business owners in Cumberland County start or expand their business, offering a "next step" to a more secure, economically independent life.-Westbrook Children's Project: promotes healthy development for Westbrook children and youth in an effort to reduce the risks of truancy, school dropouts, substance abuse, juvenile delinquency.-Maine Youth Action Network (MYAN): Through skill building trainings, networking, leadership opportunities and technical assistance, MYAN empowers and prepares youth to be proactive, involved leaders in their schools and communities .-Foster Grandparents & Senior Companions (Senior Volunteer Programs): provides meaningful volunteer opportunities for people age 55 and over, interested in meeting critical community needs in school, child development centers, Head Start, adult day programs and private homes throughout York and Cumberland counties. Volunteers living at less than 200% of poverty are eligible to receive a non-taxable stipend in return for a 15 40 hour a week commitment.-The Public Health Program: a coalition of communities in western Cumberland County with representatives from health care organizations, nonprofit agencies, schools, law enforcement, and youth to raise awareness of public health. -2-1-1 Maine: a statewide health and human services information and referral system. It is an easy-to-remember three digit telephone number that helps people in accessing health and human services in their community.-Housing & Energy Services: Housing and Energy Services provide relief for income eligible households in heating and energy costs, affordable housing, and repair or replacement of household heating and energy equipment. 24178692 1 1 0 1 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 1 149 0 1 694 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 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 Thomas W Saturley Chair 3.00 X X 0 0 0 Dan Hunter Treasurer 2.00 X X 0 0 0 Marc Doyon Secretary 4.00 X X 0 0 0 Kristen Farnham Past Chair 2.00 X X 0 0 0 Angus King III Trustee 2.00 X 0 0 0 Anita Chandler Trustee 1.00 X 0 0 0 Barbara T Schneider Trustee 1.00 X 0 0 0 Carol Billington Past Trustee 1.00 X 0 0 0 Chris Jerome Trustee 2.00 X 0 0 0 Colette Twigg-Rowse Trustee 1.00 X 0 0 0 Crispin Bolese Past Trustee 1.00 X 0 0 0 Gerald Vicenzi Trustee 2.00 X 0 0 0 Greg Shinberg Trustee 1.00 X 0 0 0 Jane Harmon Trustee 1.00 X 0 0 0 Jim Vachon Trustee 1.00 X 0 0 0 Peter Harrison Trustee 1.00 X 0 0 0 Sheila Dobson Past Trustee 1.00 X 0 0 0 Tim Soley Trustee 2.00 1.00 X 0 0 0 Tom Smith Trustee 1.00 X 0 0 0 Cynthia Tayman-Veroneau Trustee 1.00 X 0 0 0 Rebecca Bloch MD Trustee 1.00 X 0 0 0 Michael J Tarpinian President & CEO 40.00 1.00 X 185995 0 32114 Virginia Gentile Chief Finacial Officer 40.00 X 115927 0 18794 Constance Jordan Clinical Director 40.00 X 105037 0 6127 Joseph Everett Chief Operating Officer 40.00 X 121648 0 13428 528607 0 70463 4 0 1 0 J Irving Sons 62 Philbrick Road Sanford ME 04073 Heating Contractor 157818 Biosafe Environmental Services Inc 17 Patrick Drive Westbrook ME 04092 Building Contractor 104035 2 660058 85243 12497830 3430706 16673837 MaineCare 624100 9634312 9634312 Client Rent 624100 910563 910563 DHHS Room & Board 624100 457898 457898 Gain on Discontinued Operations 624100 -12821 -12821 10989952 17722 17722 433689 430392 3297 3297 22944 -19647 351047 108233 242814 242814 242814 0 85243 35481 -35481 -35481 Forgiveness of Debt Income 900099 19754 19754 19754 27911895 10989952 22944 225162 352830 352830 15297787 13465258 1646354 186175 202196 188684 7921 5591 2373929 2105572 243664 24693 1431403 1214790 201806 14807 53069 796 52273 159595 112 159483 1600206 1431358 152214 16634 17802 14171 3606 25 815060 672783 119051 23226 1906290 1831630 70503 4157 440856 425308 14729 819 143490 102253 39989 1248 405021 354466 50555 710787 694680 16107 223791 206069 16886 836 Client Expenses 1051139 1051055 84 0 PNMI Tax 318703 318289 414 0 Miscellaneous 121032 101418 39703 -20089 27624986 24178692 3188172 258122 1501911 238214 629533 765338 975121 1459118 1517884 1112960 289433 208921 102932 0 322981 282455 20111928 7166875 13759764 12945053 241830 332625 4847 4847 53346 13280 19399582 17362811 1982224 1871276 269383 339116 4048385 3931267 7974217 6011128 964817 744268 15239026 12897055 X 3176693 3367235 983863 1098521 4160556 4465756 19399582 17362811 286909 18291 0 X 0 1 X 1 1 1 X 16286207 16834306 15332650 13878336 16673837 79005336 16286207 16834306 15332650 13878336 16673837 79005336 79005336 21892 8981 32 8933 17722 57560 79062896 17314397 0.99930 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 18000 18000 0 Part II-B, Line 1: The organization pays dues to associations of which a portion is attributable to lobbying activities. 1204955 1204955 16826106 5576391 11249715 2080867 1590484 490383 12945053 Security Deposits 19339 Third Party Settlements 417707 Due to State of Maine 307222 744268 The Barn Raising 23056 23056 189 881 8099 Golf Tournament 22010 22010 1065 12154 4 40177 40177 780 3630 8683 85243 85243 2034 4511 28936 35481 -35481 X X X X 0 0 0 0 0 0 0 0 0 Michael J Tarpinian President & CEO 182004 0 420 0 3571 0 23000 0 9114 0 218109 0 0 0 A MHHEFA Series 2006A Bond 010314384 560425469 2006-01-01 4690000 Renovations and Construction 0 0 1 A 758733 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 Form 990, Part III, line 3 During the year ended June 30, 2013, the Organization closed its mental retardation/developmental disabilities (MR/DD) program. The MR/DD program consisted of Heath House and State Street House. Effective September 3, 2013, the Organization closed its behavioral health clinic, transferring existing clients to an unrelated organization. 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. 50 Monument Square LLC 50 Monument Square Portland ME 04101 562519539 Own and Manage Commercial Property ME 433689 2599084 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 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 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 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 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 Ingraham Housing Corporation K 140383 Cash Value