UNITED WAY INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY INC (EIN 01-0241767)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-03-05
IRS object ID
201200659349300610
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-03-05T08:18:08-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BAKER NEWMAN & NOYESBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 507AddressLine1
CityPORTLANDCity
StateMEState
ZIP Code04112ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN010241767EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone2078741000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CANAL PLAZA NO 300AddressLine1
CityPORTLANDCity
StateMEState
ZIP Code04101ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSUZANNE MCCORMICKName
TitlePRESIDENT/CEOTitle
Phone2078741000Phone
Date Signed2012-03-05DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameE DREW CHENEYName
Phone2078792100Phone
Date Prepared2012-03-05DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF GREATER PORTLANDBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonSUZANNE MCCORMICKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1ONE CANAL PLAZA NO 300AddressLine1
CityPORTLANDCity
StateMEState
ZIP Code04101ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11970638GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.LIVEUNITEDPORTLAND.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1929YearFormation
State Legal DomicileMEStateLegalDomicile
Activity Or Mission DescriptionIMPROVING LIVES BY FOCUSING ON THE BUILDING BLOCKS OF A STRONG COMMUNITY: EDUC., INCOME & HEALTHActivityOrMissionDescription
Nbr Voting Members Governing Body25NbrVotingMembersGoverningBody
Nbr Independent Voting Members25NbrIndependentVotingMembers
Total Nbr Employees39TotalNbrEmployees
Total Nbr Volunteers200TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year9485673ContributionsGrantsPriorYear
Contributions Grants Current Year8832517ContributionsGrantsCurrentYear
Program Service Revenue Prior Year307273ProgramServiceRevenuePriorYear
Program Service Revenue CY355586ProgramServiceRevenueCY
Investment Income Prior Year174877InvestmentIncomePriorYear
Investment Income Current Year484954InvestmentIncomeCurrentYear
Other Revenue Prior Year56568OtherRevenuePriorYear
Other Revenue Current Year79410OtherRevenueCurrentYear
Total Revenue Prior Year10024391TotalRevenuePriorYear
Total Revenue Current Year9752467TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year6289778GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY6337697GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1917099SalariesEtcPriorYear
Salaries Etc Current Year1722013SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year704667TotalFundrsngExpCurrentYear
Other Expense Prior Year1083230OtherExpensePriorYear
Other Expenses Current Year1245816OtherExpensesCurrentYear
Total Expenses Prior Year9290107TotalExpensesPriorYear
Total Expenses Current Year9305526TotalExpensesCurrentYear
Revenues Less Expenses Prior Year734284RevenuesLessExpensesPriorYear
Revenues Less Expenses CY446941RevenuesLessExpensesCY
Total Assets BOY15717219TotalAssetsBOY
Total Assets EOY17446571TotalAssetsEOY
Total Liabilities BOY2495230TotalLiabilitiesBOY
Total Liabilities EOY2961293TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY13221989NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY14485278NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionUNITED 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, INCOME 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, INCOME AND HEALTHMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2105727Expense
Grants1542478Grants
Revenue0Revenue
DescriptionHEALTH: 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 42 PROGRAMS AT 20 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 FRIENDS, NEIGHBORS AND CO-WORKERS IN GREATER PORTLAND.IN ADDITION, UNITED WAY IN COLLABORATION WITH SEVERAL COMMUNITY PARTNERS HAS DEVELOPED THE LET'S GO! PROGRAM, A COMMUNITY-BASED INITIATIVE THAT PROMOTES HEALTHY LIFESTYLES FOR CHILDREN, YOUTH AND FAMILIES IN 12 GREATER PORTLAND COMMUNITIES. THE GOAL IS TO INCREASE PHYSICAL ACTIVITY AND HEALTHY EATING, TURNING THE TREND ON YOUTH OBESITY. WE ACCOMPLISH OUR GOALS WITH THE 5-2-1-0 MESSAGE: EAT AT LEAST 5 FRUITS AND VEGETABLES A DAY; LIMIT RECREATIONAL 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 AND CHOOSE LOW FAT MILK OR WATER INSTEAD OF SODA.AS OF JUNE 2011, LET'S GO! HAD ENGAGED 56 SCHOOLS EDUCATING MORE THAN 24,726 STUDENTS; 31 CHILD CARE SITES IMPACTING 1,367 CHILDREN; 14 AFTER SCHOOL PROGRAMS (8 SITES) SUPPORTING 1,112 YOUTH; SCHOOL NUTRITION PROGRAMS IN 8 OUT OF THE 11 DISTRICTS; AND 21 ACTIVE HEALTHCARE SITES IN GREATER PORTLAND. DISSEMINATION STATEWIDE IS AN IMPORTANT PROJECT GOAL AND LET'S GO! IS ALREADY BEING IMPLEMENTED BY LOCAL COALITIONS IN COMMUNITIES THROUGHOUT MAINE.2010 SCHOOL DATA SHOWS CONTINUED SUCCESS IN THE IMPORTANT AREA OF ENVIRONMENTAL AND POLICY CHANGE, BOTH IN TERMS OF CHANGE AND SUSTAINABILITY: CHANGE. 44% OF ELEMENTARY SCHOOLS INCREASED BY AT LEAST 1 THE NUMBER OF 10 LET'S GO! RECOMMENDED ENVIRONMENTAL AND POLICY STRATEGIES BEING IMPLEMENTED BETWEEN THE 08-09 SCHOOL YEAR AND THE 09-10 SCHOOL YEAR SUSTAINABILITY. 96% OF ELEMENTARY SCHOOLS THAT IMPLEMENTED AT LEAST 2 STRATEGIES IN 08-09 CONTINUED TO IMPLEMENT THOSE SAME STRATEGIES THROUGH THE 09-10 SCHOOL YEARDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1440215Expense
Grants1417047Grants
DescriptionEDUCATION: 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 29 PROGRAMS AT 8 PARTNER AGENCIES THAT FOCUS ON EDUCATION, HELPING US ADVANCE OUR EDUCATION GOALS IN THE COMMUNITY. 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 TEENAGERS BUILD SELF-ESTEEM AND HAVE SAFE PLACES TO GO AFTER SCHOOL; AND THAT PARENTS AND GUARDIANS HAVE SUPPORT AND EDUCATION ABOUT CHILD DEVELOPMENT. OUR WESTBROOK CHILDREN'S PROJECT IS AN EXAMPLE OF HOW WE ARE WORKING TO FULFILL OUR VISION. FOCUSING INITIALLY ON CHILDREN K - 2, TWO OF THE GOALS OF THE PROJECT ARE TO REDUCE ABSENTEEISM AND DECREASE OUT OF CLASSROOM REFERRALS, TWO BUILDING BLOCKS TO ACADEMIC SUCCESS. IN ITS SECOND YEAR (SCHOOL YEAR 09/10), THE PROJECT SAW SUCCESS IN BOTH AREAS: STUDENT ABSENTEEISM DECREASED BY 51% AND 55% (TWO SCHOOLS) (NUMBER OF STUDENTS WHO WERE ABSENT 8 OR MORE TIMES) AND OUT OF CLASSROOM REFERRALS FOR BEHAVIORAL ISSUES DECREASED BY 19% (ONE SCHOOL). SCHOOL YEAR 10/11 DATA HAS NOT YET BEEN REPORTED. ADDITIONAL WORK INCLUDES: HELPING CREATE AND LAUNCH WESTBROOK'S NEW SUMMER LUNCH PROGRAM IN PARTNERSHIP WITH MANY ORGANIZATIONS. IN ITS FIRST YEAR, THE PROGRAM SERVED 5,200 LUNCHES ON WEEKDAYS FROM JUNE 21 TO AUGUST 20, 2010. PROGRAMMING TO HELP CHILDREN AND THEIR FAMILIES IS PRESENTED AT THE LUNCHES.FORMING THE WESTBROOK CHILDREN'S CABINET IN FALL 2009, CONSISTING OF COMMUNITY LEADERS INCLUDING THE MAYOR, BUSINESS LEADERS, A PEDIATRICIAN, THE SUPERINTENDENT OF SCHOOLS, SCHOOL COMMITTEE MEMBERS, THE CITY COUNCIL CHAIR, THE POLICE CHIEF, AND PARENTS. THE CABINET COMPLETED A COMMUNITY ASSESSMENT, INCLUDING PRIMARY AND SECONDARY DATA, AND HAS ADOPTED THE COMMUNITIES THAT CARE MODEL FOR IMPLEMENTATION IN WESTBROOK, A RESEARCH-BASED PREVENTION MODEL THAT HAS BEEN USED EFFECTIVELY ELSEWHERE TO REDUCE RISKY BEHAVIORS BY CHILDREN AND YOUTH AND INCREASE SCHOOL ENGAGEMENT. THE CABINET HAS CONDUCTED FUNDRAISING, HIRED STAFF AND THIS FALL WILL IMPLEMENT THE MODEL.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1006884Expense
Grants934986Grants
DescriptionINCOME: MANY PEOPLE IN GREATER PORTLAND DO NOT HAVE A STABLE INCOME THAT ALLOWS THEM TO PROVIDE THE BASICS - FOOD, RENT 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 18 PROGRAMS AT 10 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.ANOTHER UNITED WAY INITIATIVE, CA$H (CREATING ASSETS, SAVINGS AND HOPE) GREATER PORTLAND IS A PARTNERSHIP OF COMMUNITY LEADERS AND INDUSTRY EXPERTS ENCOURAGING FAMILIES AND INDIVIDUALS IN CUMBERLAND COUNTY TO INCREASE INCOME, REDUCE DEBT, SAVE FOR THE FUTURE AND ACHIEVE FINANCIAL STABILITY. CA$H GREATER PORTLAND 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$H CONNECTS THE COMMUNITY TO LOCAL PROGRAMS AND SERVICES, AND UTILIZES ITS WEBSITE, WWW.CASHGP.ORG, AS A FINANCIAL EDUCATION CLEARINGHOUSE. IN 2011, CA$H FREE TAX SITES RETURNED $1,500,563 IN FEDERAL AND STATE INCOME TAX REFUNDS TO THE COMMUNITY, INCREASING INDIVIDUAL REFUNDS BY 17%, AND APPLIED FOR $427,363 IN EARNED INCOME TAX CREDITS, AN INCREASE OF 21% PER HOUSEHOLD OVER 2010.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense3639998Expense
Grants2465466Grants
Revenue47573Revenue
DescriptionSUMMER CHAMPS: A SUMMER CAMP EXPERIENCE IS ONE NO CHILD IS LIKELY TO FORGET BECAUSE GOING TO CAMP PROVIDES ADVENTURE AND THE OPPORTUNITY TO LEARN NEW SKILLS, BUILDS SELF-CONFIDENCE AND INDEPENDENCE, AND CREATES OPPORTUNITIES TO MAKE NEW FRIENDS. UNITED WAY, THROUGH FUNDS GENEROUSLY DONATED BY THE LIBRA FOUNDATION, ADMINISTERS A PROGRAM CALLED SUMMER CHAMPS THAT PROVIDES STUDENTS IN THE PORTLAND PUBLIC SCHOOL SYSTEM IN GRADES FOUR, FIVE AND SIX $500 SCHOLARSHIPS TO ATTEND SUMMER CAMP IN MAINE. THROUGH THE MAINE CAMP EXPERIENCE, KIDS ARE CONNECTED WITH NATURE, THE ARTS, MUSIC, SPORTS AND MANY OTHER EXPERIENCES THAT HELP THEM GROW INTO HAPPY, MOTIVATED ADULTS. IN ITS 11TH YEAR IN FY11, 1,332 STUDENTS ATTENDED SUMMER CAMP THROUGH THE SUMMER CHAMPS PROGRAM. IN TOTAL, 18,161 CAMP EXPERIENCES HAVE BEEN ENJOYED OVER THE PAST ELEVEN YEARS.KEEP ME WARM/SHARE THE WARMTH: KEEP ME WARM AND SHARE THE WARMTH (IN PARTNERSHIP WITH DEAD RIVER COMPANY) ARE PROGRAMS AIMED AT HELPING MAINERS HEAT THEIR HOMES AND FEED THEIR FAMILIES. KEEP ME WARM, MANAGED BY UNITED WAY, CONTINUED ITS WORK RAISING FUNDS TO PROVIDE EMERGENCY FUEL ASSISTANCE AROUND THE STATE. THESE FUNDS HELP HOUSEHOLDS THAT DO NOT QUALIFY FOR LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM), BUT STILL EARN LESS THAT 80% OF THE AREA MEDIAN INCOME. FUNDS WERE DISTRIBUTED THROUGH 211 MAINE AND PEOPLES REGIONAL OPPORTUNITY PROGRAM. SHARE THE WARMTH, IN PARTNERSHIP WITH DEAD RIVER COMPANY, RAISED AND DISTRIBUTED OVER $130,000 TO FAMILIES IN NEED THROUGHOUT MAINE, NEW HAMPSHIRE AND VERMONT.DESIGNATIONS: 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 NON-PROFIT AGENCIES THAT PROVIDE HEALTH AND HUMAN SERVICES. EACH AGENCY'S NON-PROFIT 501(C)(3) STATUS AND COMPLIANCE WITH USA PATRIOT ACT IS VERIFIED BEFORE FUNDS ARE DISTRIBUTED. COMMUNITY IMPACT & AGENCY SERVICES: EXPENSES INCURRED BY THE ORGANIZATION TO ASSESS COMMUNITY NEEDS, LEAD AND PARTICIPATE IN COMMUNITY PARTNERSHIPS AND ADVOCACY TO ADVANCE OUR EDUCATION, INCOME AND HEALTH GOALS, PROVIDE OUTCOME MEASUREMENT TRAINING AND ASSISTANCE TO AGENCIES, ASSIST AND PROMOTE AGENCY COLLABORATION AND MERGER, CONDUCT PROGRAM REVIEWS AND SELECTION OF PROGRAM/AGENCY RECIPIENTS, ADMINISTER GRANTS AND PROVIDE FINANCIAL AND PROGRAMMATIC OVERSIGHT.2-1-1-MAINE: 2-1-1 MAINE IS A PARTNERSHIP OF THE UNITED WAYS IN MAINE, YOUTH ALTERNATIVES INGRAHAM AND THE STATE OF MAINE THAT CONNECTS PEOPLE TO RESOURCES SUCH AS FOOD PANTRIES AND MENTAL HEALTH SERVICES THROUGH A TOLL FREE TELEPHONE NUMBER, 2-1-1 AND A ROBUST ONLINE DIRECTORY AT 211MAINE.ORG. CALL SPECIALISTS ACCESS OVER 9,000 RESOURCES IN THE DIRECTORY AND SHARE CRITICAL CONTACT INFORMATION WITH CALLERS, 24 HOURS A DAY, 365 DAYS A YEAR. LAST YEAR, 211 MAINE ANSWERED OVER 82,000 CALLS FOR INFORMATION AND REFERRAL.OTHER GRANTS & SCHOLARSHIPS: UNITED WAY ADMINISTERS VARIOUS GRANT PROGRAMS TO PROMOTE DIVERSITY AND INCLUSION, ASSIST PEOPLE IN NEED, ASSESS AND PROMOTE NON-PROFIT COLLABORATION AND SCHOLARSHIP PROGRAMS FOR MINORITY YOUTH AND STUDENTS IN THE GREATER PORTLAND AREA. VOLUNTEER ENGAGEMENT: VOLUNTEERS PLAY A VITAL ROLE IN IMPROVING PEOPLE'S LIVES AND REACHING OUR GOALS IN EDUCATION, INCOME AND HEALTH. TO THIS END, UNITED WAY WORKS WITH AGENCIES 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 REGULAR TRAININGS TO VOLUNTEERS AND AGENCIES ON HOW TO USE IT. ADDITIONALLY, UNITED WAY ORGANIZES SEVERAL VOLUNTEER-LEAD EVENTS THROUGHOUT THE YEAR: FAMILY VOLUNTEER DAY, 9/11 DAY OF SERVICE AND REMEMBRANCE, AND COMMUNITY THANKSGIVING. ONE OF THE LARGEST AND WELL ATTENDED EVENTS, OUR ANNUAL DAY OF CARING/HEART OF SHARING. IN 2011, NEARLY 1,000 VOLUNTEERS DEDICATED MORE THAN 5,000 HOURS OF SERVICE TO 90 PROJECTS AT 59 DIFFERENT SITES.LANGUAGE ACCESS FOR NEW AMERICANS (LANA) IS A PROGRAM THAT IMPROVES ACCESS TO SERVICES FOR REFUGEES AND IMMIGRANTS WITH LIMITED ENGLISH PROFICIENCY BY IMPROVING THE QUALITY AND INCREASING THE NUMBER OF INTERPRETERS AND TRANSLATORS IN MAINE. IN FY11, LANA TESTED 93 PEOPLE IN LANGUAGE SKILLS AND PROVIDED BASIC AND ADVANCED TRAINING FOR 147 INTERPRETERS OF 21 LANGUAGES IN PORTLAND AND LEWISTON. TRAINING ON WORKING WITH INTERPRETERS WAS PROVIDED FOR 300 PEOPLE FROM 20 ORGANIZATIONS THAT PROVIDE HEALTH, SOCIAL AND LEGAL SERVICES STATEWIDE.TRAINED INTERPRETERS' INFORMATION WAS ADDED TO QUALIFIED INTERPRETER DATABASE AT WWW.LANAMAINE.ORG.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp3639998TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt2465466TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev47573TotalOfOtherProgramServiceRev
Total Program Service Expense8192824TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109649NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees39NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members25NbrVotingGoverningBodyMembers
Number Independent Voting Members25NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BRYAN O'CONNORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2078741000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1ONE CANAL PLAZA SUITE 300AddressLine1
CityPORTLANDCity
StateMEState
ZIP Code04101ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerFormerFormer
CHERYL BASCOMB
DIRECTOR1.00X000
DAVID BASS
DIRECTOR1.00X000
JAMES CRAIG
DIRECTOR1.00X000
WILLIAM FLETCHER
DIRECTOR1.00X000
MICHAEL R CURRIE
DIRECTOR1.00X000
CHRISTOPHER W EMMONS
CHAIR1.00X000X
SHAWN GORMAN
DIRECTOR1.00X000
MICHAEL E DUBYAK
DIRECTOR1.00X000
RAYMOND KELLEY
DIRECTOR1.00X000
VICTORIA LORING
TREASURER1.00X000X
JACQUELINE HEDLUND MD
DIRECTOR1.00X000
ANNE SWIFT-KAYATTA
DIRECTOR1.00X000
JUDITH AUSTIN
DIRECTOR1.00X000
REV KENNETH I LEWIS JR
DIRECTOR1.00X000
JUDY LUCAS
DIRECTOR1.00X000
BRIAN S PETROVEK
DIRECTOR1.00X000
SAM NOVICK
DIRECTOR1.00X000
MICHAEL R STODDARD
DIRECTOR1.00X000
BRENDA GARRAND
DIRECTOR1.00X000
NICOLE WITHERBEE
DIRECTOR1.00X000
MICHAEL SIMONDS
DIRECTOR1.00X000
ALBERT G SWALLOW III
VICE CHAIR1.00X000X
BARBARA WHEATON ESQ
DIRECTOR1.00X000
GRACE VALENZUELA
DIRECTOR1.00X000
RICHARD W PETERSEN
DIRECTOR1.00X000
THOMAS ZUKE
DIRECTOR1.00X000
DEANNA SHERMAN
DIRECTOR1.00X000
GREG MCCARTHY
DIRECTOR1.00X000
SUZANNE MCCORMICK
PRESIDENT40.00113077011515X
MICHAEL BEVILACQUA
CFO & COO40.0099382011717X
MEG BAXTER
PRESIDENT40.00136533010328X
FieldValueIRS element (for citing)
Total Reportable Comp From Org348992TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation33560TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns41557FederatedCampaigns
All Other Contributions8790960AllOtherContributions
Noncash Contributions331210NoncashContributions
Total Contributions8832517TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SERVICE FEES900099308013308013
WORKSHOPS/TRAINING9000994757347573
FieldValueIRS element (for citing)
Total Program Service Revenue355586TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column168510TotalRevenueColumn
Exclusion$168,510ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2534615Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2218171Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities316444Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column316444TotalRevenueColumn
Exclusion$316,444ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column79410TotalRevenueColumn
Related Or Exempt Function Income79410RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue79410TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9752467TotalRevenueColumn
Related Or Exempt Function Income434996RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$484,954ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total5838283Total
Program Services5838283ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total499414Total
Program Services499414ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total235691Total
Program Services88047ProgramServices
Management And General100506ManagementAndGeneral
Fundraising47138Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1221545Total
Program Services702981ProgramServices
Management And General162477ManagementAndGeneral
Fundraising356087Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total42345Total
Program Services25289ProgramServices
Management And General4357ManagementAndGeneral
Fundraising12699Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total114738Total
Program Services64446ProgramServices
Management And General17690ManagementAndGeneral
Fundraising32602Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total107694Total
Program Services57951ProgramServices
Management And General19320ManagementAndGeneral
Fundraising30423Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total43571Total
Program Services23838ProgramServices
Management And General6662ManagementAndGeneral
Fundraising13071Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total5765Total
Program Services3528ProgramServices
Management And General755ManagementAndGeneral
Fundraising1482Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total19500Total
Management And General19500ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total523149Total
Program Services504359ProgramServices
Management And General3144ManagementAndGeneral
Fundraising15646Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total157646Total
Program Services95118ProgramServices
Management And General8237ManagementAndGeneral
Fundraising54291Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total93354Total
Program Services55857ProgramServices
Management And General12067ManagementAndGeneral
Fundraising25430Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total193268Total
Program Services110428ProgramServices
Management And General26159ManagementAndGeneral
Fundraising56681Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total27147Total
Program Services18684ProgramServices
Management And General1866ManagementAndGeneral
Fundraising6597Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total34094Total
Program Services22528ProgramServices
Management And General2747ManagementAndGeneral
Fundraising8819Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total79440Total
Program Services43462ProgramServices
Management And General12146ManagementAndGeneral
Fundraising23832Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total41141Total
Program Services22509ProgramServices
Management And General6290ManagementAndGeneral
Fundraising12342Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total18788Total
Program Services10271ProgramServices
Management And General3058ManagementAndGeneral
Fundraising5459Fundraising

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total8953Total
Program Services5831ProgramServices
Management And General1054ManagementAndGeneral
Fundraising2068Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9305526Total
Program Services8192824ProgramServices
Management And General408035ManagementAndGeneral
Fundraising704667Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1432BOY
EOY1634EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5179646BOY
EOY5320754EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3840481BOY
EOY4185415EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY76759BOY
EOY79304EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY187498BOY
EOY177558EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis382355LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec160490LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY107505BOY
EOY221865EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY5247834BOY
EOY6187859EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY16012BOY
EOY16675EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1060052BOY
EOY1255507EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY15717219BOY
EOY17446571EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY286904BOY
EOY267567EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY114656BOY
EOY255934EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2093670BOY
EOY2437792EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2495230BOY
EOY2961293EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5927788BOY
EOY6871223EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4590866BOY
EOY4686308EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2703335BOY
EOY2927747EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY13221989BOY
EOY14485278EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15717219BOY
EOY17446571EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses446941ReconcilationRevenueExpenses
Reconcilation Other Changes816348ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10377631CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10624615CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10218063CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9485673CurrentTaxYearMinus1Year
Current Tax Year8832517CurrentTaxYear
Total49538499Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10377631CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10624615CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10218063CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9485673CurrentTaxYearMinus1Year
Current Tax Year8832517CurrentTaxYear
Total49538499Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total6349992AmountsSubstContributorsTotal
Public Support Total17043188507PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years323404CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years329709CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years186448CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year152516CurrentTaxYearMinus1Year
Current Tax Year168510CurrentTaxYear
Total1160587Total
FieldValueIRS element (for citing)
Total Support50699086TotalSupport
Gross Receipts From Admissions Etc1741614GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.85190PublicSupportPertcentage170
Public Support Pertcent Prior Year0.83490PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals21077FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals21077FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals7951002FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals7972079FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals548604FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals137151FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3607666CurrentYearMinus3
Current Year Minus2628945CurrentYearMinus2
Current Year Minus1547310CurrentYearMinus1
Current Year548604CurrentYear
Total2332525Total
FieldValueIRS element (for citing)
Lobbying Ceiling$3,498,788LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus37889CurrentYearMinus3
Current Year Minus28124CurrentYearMinus2
Current Year Minus18113CurrentYearMinus1
Current Year21077CurrentYear
Total45203Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3151917CurrentYearMinus3
Current Year Minus2157236CurrentYearMinus2
Current Year Minus1136828CurrentYearMinus1
Current Year137151CurrentYear
Total583132Total
FieldValueIRS element (for citing)
Grassroots Ceiling$874,698GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5131348BeginningOfYearBalance
Contributions44674Contributions
Investment Earnings Or Losses1093822InvestmentEarningsOrLosses
Grants Or Scholarships14802GrantsOrScholarships
Other Expenditures163649OtherExpenditures
Administrative Expenses37854AdministrativeExpenses
End Of Year Balance6053539EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance4811405BeginningOfYearBalance
Contributions43318Contributions
Investment Earnings Or Losses482834InvestmentEarningsOrLosses
Grants Or Scholarships14441GrantsOrScholarships
Other Expenditures158462OtherExpenditures
Administrative Expenses33306AdministrativeExpenses
End Of Year Balance5131348EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance6051730BeginningOfYearBalance
Contributions7707Contributions
Investment Earnings Or Losses-1056186InvestmentEarningsOrLosses
Grants Or Scholarships14334GrantsOrScholarships
Other Expenditures145429OtherExpenditures
Administrative Expenses32083AdministrativeExpenses
End Of Year Balance4811405EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.54000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.28000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.18000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis382355OtherCostOrOtherBasis
Depreciation160490Depreciation
Book Value221865BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings221865TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
MISCELLANEOUS PREPAID EXPENSES27199
BENEFICIAL INTEREST IN PERPETUAL TRUST1228308
FieldValueIRS element (for citing)
Total Book Value Other Assets1255507TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDESIGNATIONS PAYABLEDescription
Amount$2,437,792Amount
FieldValueIRS element (for citing)
Total Of Amounts2437792TotalOfAmounts
Total Revenue9752467TotalRevenue
Total Expenses9305526TotalExpenses
Excess Or Deficit For Year446941ExcessOrDeficitForYear
Net Unrealized GL On Investments834958NetUnrealizedGLOnInvestments
Other-$18,610OtherAmount
Total Adjustments816348TotalAdjustments
Excess Or Deficit Per FS1263289ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt9235371TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments834958NetUnrealizedGainsInvestments
Revenue Not Rptd F990834958RevenueNotRptdF990
Revenue Subtotal8400413RevenueSubtotal
Other Revenues Not Included1352054OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1352054RevenueNotRptdOnFinStmt
Total Revenue Per Form9909752467TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7972079TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal7972079ExpensesSubtotal
Other Expenses Not Included1333447OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1333447ExpensesNotRptdOnFinStmt
Total Expenses Per Form9909305526TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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.
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:
DONOR DESIGNATION ADJUSTMENT -18,610.PART XI, LINE 8 - OTHER ADJUSTMENTS:
DONOR DESIGNATED CONTRIBUTIONS 1,352,054.PART XII, LINE 4B - OTHER ADJUSTMENTS:
DONOR DESIGNATED GRANTS & AWARDS 1,333,447.PART XIII, LINE 4B - OTHER ADJUSTMENTS:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (136 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
A COMPANY OF GIRLS
PO BOX 7527PORTLANDME04112050631726501(C)(3)44627PARTNER AGENCY ALLOCATION
AMERICAN RED CROSS
2401 CONGRESS STREETPORTLANDME04102010215209501(C)(3)132505PARTNER AGENCY ALLOCATION
AMISTAD
PO BOX 992PORTLANDME04104010500860501(C)(3)40501PARTNER AGENCY ALLOCATION
BIG BROTHERSBIG SISTERS OF SOUTHERN MAINE
195 LANCASTER STREETPORTLANDME04101010475146501(C)(3)46455PARTNER AGENCY ALLOCATION
BOYS & GIRLS CLUBS OF SOUTHERN MAINE
PO BOX 7830PORTLANDME04112010211543501(C)(3)329164PARTNER AGENCY ALLOCATION
CATHERINE MORRILL DAY NURSERY
96 DANFORTH STREETPORTLANDME04101010211542501(C)(3)76576PARTNER AGENCY ALLOCATION
CATHOLIC CHARITIES MAINE
PO BOX 10660PORTLANDME04104010228225501(C)(3)229714PARTNER AGENCY ALLOCATION
CENTER FOR GRIEVING CHILDREN
PO BOX 1438PORTLANDME04104010431501501(C)(3)40553PARTNER AGENCY ALLOCATION
COMMUNITY COUNSELING CENTER
343 FOREST AVENUEPORTLANDME04101010288362501(C)(3)349356PARTNER AGENCY ALLOCATION
COMMUNITY DENTAL - PORTLAND
276 CANCO ROADPORTLANDME04103237129502501(C)(3)141671PARTNER AGENCY ALLOCATION
COMMUNITY PARTNERS INC
66 PEARL STPORTLANDME04101010351501501(C)(3)15000PARTNER AGENCY ALLOCATION
CUMBERLAND COUNTY YMCA
PO BOX 1078 70 FOREST AVENUEPORTLANDME04104010211568501(C)(3)185198PARTNER AGENCY ALLOCATION
DAY ONE
525 MAIN STREETSOUTH PORTLANDME04106010322532501(C)(3)167595PARTNER AGENCY ALLOCATION
FAMILY CRISIS SERVICES
PO BOX 704PORTLANDME04104010352636501(C)(3)89032PARTNER AGENCY ALLOCATION
FRANNIE PEABODY CENTER
335 VALLEY STREETPORTLANDME04102010416974501(C)(3)39104PARTNER AGENCY ALLOCATION
FREEPORT COMMUNITY SERVICES
53 DEPOT ROAD PO BOX 119FREEPORTME04032010332769501(C)(3)13936PARTNER AGENCY ALLOCATION
GIRL SCOUTS OF MAINE
138 GANNETT DRIVE PO BOX 9421 280SOUTH PORTLANDME04116010269802501(C)(3)20285PARTNER AGENCY ALLOCATION
GOOD SHEPHERD FOOD BANK
PO BOX 1807AUBURNME04211222986809501(C)(3)25450PARTNER AGENCY ALLOCATION
GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
PO BOX 8600 353 CUMBERLAND AVEPORTLANDME04104010284340501(C)(3)89752PARTNER AGENCY ALLOCATION
HOMEHEALTH VISITING NURSES OF SOUTHERN ME
15 INDUSTRIAL PARK ROADSACOME04072237204938501(C)(3)92462PARTNER AGENCY ALLOCATION
IMMIGRATION LEGAL ADVOCACY PROJECT
PO BOX 17917PORTLANDME04112223260883501(C)(3)28906PARTNER AGENCY ALLOCATION
IRIS NETWORK
189 PARK AVENUEPORTLANDME04101010196359501(C)(3)22203PARTNER AGENCY ALLOCATION
KIDS FIRST CENTER
222 ST JOHN STREET SUITE 101PORTLANDME04102222993035501(C)(3)20000PARTNER AGENCY ALLOCATION
LEGAL SERVICES FOR THE ELDERLY
5 WABON STREETAUGUSTAME043307040010359131501(C)(3)40459PARTNER AGENCY ALLOCATION
MAPS SHELTER SERVICES PORTLAND
107 INDIA STREETPORTLANDME04101010348849501(C)(3)21085PARTNER AGENCY ALLOCATION
MISSION POSSIBLE
755 MAIN STREETWESTBROOKME04092010509578501(C)(3)36512PARTNER AGENCY ALLOCATION
MORRISON DEVELOPMENTAL CENTER
331 VERANDA STREETPORTLANDME04103010243254501(C)(3)68007PARTNER AGENCY ALLOCATION
NORTHEAST HEARING & SPEECH
75 WEST COMMERCIAL STREET SUITE 205PORTLANDME04101010228262501(C)(3)84801PARTNER AGENCY ALLOCATION205
PEAKS ISLAND CHILDREN'S WORKSHOP
PO BOX 80PEAKS ISLANDME04108010482767501(C)(3)40509PARTNER AGENCY ALLOCATION
PEOPLES REGIONAL OPPORTUNITY PROGRAM
510 CUMBERLAND AVENUEPORTLANDME04101010274725501(C)(3)232004PARTNER AGENCY ALLOCATION
PINE TREE LEGAL
PO BOX 547 88 FEDERAL STREETPORTLANDME04112010279387501(C)(3)91500PARTNER AGENCY ALLOCATION
PREBLE STREET
18 PORTLAND STREET PO BOX 1459PORTLANDME04104010418917501(C)(3)375987PARTNER AGENCY ALLOCATION
REGIONAL TRANSPORTATION PROGRAM
127 ST JOHN STREETPORTLANDME04102010339851501(C)(3)73692PARTNER AGENCY ALLOCATION
SALVATION ARMY
PO BOX 3575PORTLANDME04104135662351501(C)(3)33767PARTNER AGENCY ALLOCATION
SERENITY HOUSE
30 MELLEN STREETPORTLANDME04101010426638501(C)(3)23000PARTNER AGENCY ALLOCATION
SEXUAL ASSAULT RESPONSE SERVICES
PO BOX 1371PORTLANDME04104010343943501(C)(3)35725PARTNER AGENCY ALLOCATION
SHALOM HOUSE INC
106 GILMAN STREET PO BOX 560PORTLANDME04112237119236501(C)(3)53492PARTNER AGENCY ALLOCATION
TRI-COUNTY MENTAL HEALTH SERVICES
P O BOX 2008 1155 LISBON STLEWISTONME04241010316813501(C)(3)24578PARTNER AGENCY ALLOCATION
WAYSIDE SOUP KITCHEN
PO BOX 1278PORTLANDME04104222806424501(C)(3)21403PARTNER AGENCY ALLOCATION
YOUTH & FAMILY OUTREACH
331 CUMBERLAND AVENUEPORTLANDME04101222806424501(C)(3)24231PARTNER AGENCY ALLOCATION
YOUTH ALTERNATIVES INGRAHAM
50 LYDIA LANESOUTH PORTLANDME04106010316041501(C)(3)336393PARTNER AGENCY ALLOCATION
2-1-1 MAINE INC
PO BOX 15200PORTLANDME041125200300194364501(C)(3)899DONOR DESIGNATIONS
A COMPANY OF GIRLS
PO BOX 7527PORTLANDME04112050631726501(C)(3)8525DONOR DESIGNATIONS
AMERICAN CANCER SOCIETY
1 BOWDOIN MILL ISLANDTOPSHAMME04086131788491501(C)(3)33114DONOR DESIGNATIONS
AMERICAN LUNG ASSOCIATION
122 STATE STAUGUSTAME04330060646594501(C)(3)35451DONOR DESIGNATIONS
AMERICAN RED CROSS OF SOUTHERN MAINE
2401 CONGRESS STREETPORTLANDME04102010215209501(C)(3)21695DONOR DESIGNATIONS
AMISTAD
PO BOX 992PORTLANDME04104010500860501(C)(3)2701DONOR DESIGNATIONS
BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE
195 LANCASTER STREETPORTLANDME04101010475146501(C)(3)35828DONOR DESIGNATIONS
BOY SCOUTS OF AMERICA #0218 PINE TREE COUNCIL INC
131 JOHNSON ROADPORTLANDME04102010211490501(C)(3)23166DONOR DESIGNATIONS
BOYS & GIRLS CLUBS OF SOUTHERN MAINE
PO BOX 7830PORTLANDME04112010211543501(C)(3)32270DONOR DESIGNATIONS
CAMPFIRE HITINOWA COUNCIL
336 BLACKPOINT ROADSCARBOROUGHME04074010211784501(C)(3)1172DONOR DESIGNATIONS
CANCER COMMUNITY CENTER
778 MAIN STREETSOUTH PORTLANDME04106010513301501(C)(3)29820DONOR DESIGNATIONS
CARING RESOURCES FOR LIVING - NORTH YARMOUTH
1018 NORTH ROADNORTH YARMOUTHME04097200868716501(C)(3)9539DONOR DESIGNATIONS
CATHERINE MORRILL DAY NURSERY
96 DANFORTH STREETPORTLANDME04101010211542501(C)(3)2507DONOR DESIGNATIONS
CATHOLIC CHARITIES OF MAINE
PO BOX 10660PORTLANDME04104010228225501(C)(3)20811DONOR DESIGNATIONS
CENTER FOR GRIEVING CHILDREN
PO BOX 1438PORTLANDME04104010431501501(C)(3)62914DONOR DESIGNATIONS
COMMUNITY COUNSELING CENTER
343 FOREST AVENUEPORTLANDME04101010288362501(C)(3)6707DONOR DESIGNATIONS
COMMUNITY DENTAL - PORTLAND
276 CANCO ROADPORTLANDME04103237129502501(C)(3)4074DONOR DESIGNATIONS
CUMBERLAND COUNTY YMCA
PO BOX 1078 70 FOREST AVENUEPORTLANDME04104010211568501(C)(3)10455DONOR DESIGNATIONS
DAY ONE
525 MAIN STREETSOUTH PORTLANDME04106010322532501(C)(3)9601DONOR DESIGNATIONS
FAMILY CRISIS SERVICES
PO BOX 704PORTLANDME04104010352636501(C)(3)9101DONOR DESIGNATIONS
FRANNIE PEABODY CENTER
335 VALLEY STREETPORTLANDME04102010416974501(C)(3)8387DONOR DESIGNATIONS
FREEPORT COMMUNITY SERVICES
53 DEPOT ROAD PO BOX 119FREEPORTME04032010332769501(C)(3)14457DONOR DESIGNATIONS
GIRL SCOUTS OF MAINE
138 GANNETT DRIVE PO BOX 9421 280SOUTH PORTLANDME04116010269802501(C)(3)10028DONOR DESIGNATIONS
GOOD SHEPHERD FOOD BANK
PO BOX 1807AUBURNME04211222986809501(C)(3)5107DONOR DESIGNATIONS
GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
PO BOX 8600 353 CUMBERLAND AVEPORTLANDME04104010284340501(C)(3)5885DONOR DESIGNATIONS
HERITAGE UNITED WAY
228 MAPLE STREET 4TH FLOORMANCHESTERNH03103020225575501(C)(3)1998DONOR DESIGNATIONS
HOMEHEALTH VISITING NURSES OF SOUTHERN ME
15 INDUSTRIAL PARK ROADSACOME04072237204938501(C)(3)4192DONOR DESIGNATIONS
HOSPICE OF SOUTHERN MAINE
180 US ROUTE 1SCARBOROUGHME04074010540180501(C)(3)5657DONOR DESIGNATIONS
IMMIGRANT LEGAL ADVOCACY PROJECT
PO BOX 17917PORTLANDME04112223260883501(C)(3)5408DONOR DESIGNATIONS
INDEPENDENT TRANSPORTATION NETWORK
90 BRIDGE STREETWESTBROOKME04092010504322501(C)(3)6556DONOR DESIGNATIONS
IRIS NETWORK THE
189 PARK AVENUEPORTLANDME04101010196359501(C)(3)14547DONOR DESIGNATIONS
KIDNEY FOUNDATION OF MAINE
470 FOREST AVENUE SUITE 302PORTLANDME04101131673104501(C)(3)6800DONOR DESIGNATIONS
KIDS FIRST CENTER
222 ST JOHN STREET SUITE 101PORTLANDME04102222993035501(C)(3)10560DONOR DESIGNATIONS
LEGAL SERVICES FOR THE ELDERLY
5 WABON STREETAUGUSTAME043307040010359131501(C)(3)2525DONOR DESIGNATIONS
MAPS SHELTER SERVICES - PORTLAND
107 INDIA STREETPORTLANDME04101010348849501(C)(3)6488DONOR DESIGNATIONS
MERCY HOSPITAL
144 STATE STPORTLANDME04101010211534501(C)(3)24886DONOR DESIGNATIONS
MID COAST HUNGER PREVENTION
84A UNION STREETBRUNSWICKME04011010492643501(C)(3)6474DONOR DESIGNATIONS
MISSION POSSIBLE TEEN CENTER
755 MAIN STREETWESTBROOKME04092010509578501(C)(3)2506DONOR DESIGNATIONS
MORRISON DEVELOPMENTAL CENTER
331 VERANDA STREETPORTLANDME04103010243254501(C)(3)7648DONOR DESIGNATIONS
NATIONAL MULTIPLE SCLEROSIS SOCIETY - MAINE CHAPTER
170 US ROUTE 1 SUITE 200FALMOUTHME04105010240130501(C)(3)5844DONOR DESIGNATIONS
NORTHEAST HEARING & SPEECH
75 WEST COMMERCIAL STREET SUITE 205PORTLANDME04101010228262501(C)(3)6070DONOR DESIGNATIONS205
PEOPLES REGIONAL OPPORTUNITY PROGRAM
510 CUMBERLAND AVENUEPORTLANDME04101010274725501(C)(3)11090DONOR DESIGNATIONS
PINE TREE LEGAL ASSISTANCE
PO BOX 547 88 FEDERAL STREETPORTLANDME04112010279387501(C)(3)2652DONOR DESIGNATIONS
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
51 US ROUTE 1 SUITE CSCARBOROUGHME04074030222941501(C)(3)48199DONOR DESIGNATIONS
PREBLE STREET
18 PORTLAND STREET PO BOX 1459PORTLANDME04104010418917501(C)(3)70422DONOR DESIGNATIONS
ROOT CELLAR THE
94 WASHINGTON AVEPORTLANDME04101220990667501(C)(3)5359DONOR DESIGNATIONS
SALVATION ARMY THE
PO BOX 3575PORTLANDME04104135662351501(C)(3)17531DONOR DESIGNATIONS
SERENITY HOUSE
30 MELLEN STREETPORTLANDME04101010426638501(C)(3)2274DONOR DESIGNATIONS
SEXUAL ASSAULT RESPONSE SERVICES OF SOUTHERN MAINE
PO BOX 1371PORTLANDME04104010343943501(C)(3)7990DONOR DESIGNATIONS
SHALOM HOUSE INC
106 GILMAN STREET PO BOX 560PORTLANDME04112237119236501(C)(3)9512DONOR DESIGNATIONS
STATE YMCA OF MAINE
305 WINTHROP CENTER ROADWINTHROPME04364010186800501(C)(3)664DONOR DESIGNATIONS
SUSAN L CURTIS FOUNDATION
1321 WASHINGTON AVE SUITE 104PORTLANDME04103010324705501(C)(3)6666DONOR DESIGNATIONS
UNITED WAY OF ANDROSCOGGIN COUNTY
PO BOX 888LEWISTONME04243010211564501(C)(3)90474DONOR DESIGNATIONS
UNITED WAY OF AROOSTOOK COUNTY
480 MAIN STREET 3RD FLOORPRESQUE ISLEME04769237147455501(C)(3)39587DONOR DESIGNATIONS
UNITED WAY OF EASTERN MAINE
24 SPRINGER DRIVE SUITE 201BANGORME04401010211478501(C)(3)50021DONOR DESIGNATIONS
UNITED WAY OF KENNEBEC VALLEY
331 WATER STREET SUITE 5AUGUSTAME04330016004404501(C)(3)26079DONOR DESIGNATIONS
UNITED WAY OF MID-COAST MAINE
34 WING FARM PARKWAY STE 201BATHME04530016004866501(C)(3)89849DONOR DESIGNATIONS
UNITED WAY OF MID-MAINE
PO BOX 91WATERVILLEME04901010233280501(C)(3)30979DONOR DESIGNATIONS
UNITED WAY OF OXFORD COUNTY
PO BOX 291SOUTH PARISME04281010450352501(C)(3)19265DONOR DESIGNATIONS
UNITED WAY OF TRI-VALLEY
PO BOX 126FARMINGTONME04938010377559501(C)(3)10763DONOR DESIGNATIONS
UNITED WAY OF YORK COUNTY
PO BOX 727KENNEBUNKME04043010276862501(C)(3)80221DONOR DESIGNATIONS
VNA HOME HEALTH CARE
50 FODEN ROADSOUTH PORTLANDME04106010246804501(C)(3)6608DONOR DESIGNATIONS
WAYSIDE SOUP KITCHEN
PO BOX 1278PORTLANDME04104222806424501(C)(3)14661DONOR DESIGNATIONS
YOUTH ALTERNATIVES INGRAHAM INC
331 CUMBERLAND AVENUEPORTLANDME04101222806424501(C)(3)16524DONOR DESIGNATIONS
YOUTH AND FAMILY OUTREACH
50 LYDIA LANESOUTH PORTLANDME04106010316041501(C)(3)1065DONOR DESIGNATIONS
PORTLAND SEAMAN'S FRIEND SOCIETY
LEWIS STREETWESTBROOKME04092010211545501(C)(3)57000HOW FUND SUPPORT TO INDIGENT SEAMEN
CATHERINE MORRILL DAY NURSERY
96 DANFORTH STREETPORTLANDME04101010211542501(C)(3)9865LET'S GO! MINI GRANTS
CULTIVATING COMMUNITY
PO BOX 3792PORTLANDME04104043607322501(C)(3)5000DIVERSITY GRANTS
COMMUNITY COUNSELING CENTER
343 FOREST AVENUEPORTLANDME04101010288362501(C)(3)5000DIVERSITY GRANTS
FAMILY CRISIS SERVICES
PO BOX 704PORTLANDME04104010352636501(C)(3)5000DIVERSITY GRANTS
COMMITTEE TO RESTORE THE ABYSSINIAN MEETING HOUSE
PO BOX 11064PORTLANDME04104043380711501(C)(3)5000DIVERSITY GRANTS
CENTER FOR AFRICAN HERITAGE
PO BOX 331PORTLANDME04112760802815501(C)(3)5000DIVERSITY GRANTS
CENTER FOR GRIEVING CHILDREN
PO BOX 1438PORTLANDME04104000000000501(C)(3)5000DIVERSITY GRANTS
FRANNIE PEABODY CENTER
335 VALLEY STREETPORTLANDME04102010416974501(C)(3)5000DIVERSITY GRANTS
PEOPLES REGIONAL OPPORTUNITY PROGRAM
510 CUMBERLAND AVENUEPORTLANDME04101010274725501(C)(3)5000DIVERSITY GRANTS
CENTER FOR THE PREVENTION OF HATE & VIOLENCE
PO BOX 3602PORTLANDME04104201307724501(C)(3)5000DIVERSITY GRANTS
GAY LESBIAN & STRAIGHT EDUCATION NETWORK-SOUTHERN ME CHAPTER
PO BOX 10334PORTLANDME04104010511033501(C)(3)5000DIVERSITY GRANTS
CATHOLIC CHARITIES MAINE
PO BOX 10660PORTLANDME04104010228225501(C)(3)750EMERGENCY HEATING ASSISTANCE
GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
PO BOX 8600 353 CUMBERLAND AVEPORTLANDME04104010284340501(C)(3)500EMERGENCY HEATING ASSISTANCE
GREEN MOUNTAIN UNITED WAY
963 PAINE TURNPIKE NORTH 2MONTPELIERVT05602030261384501(C)(3)7525EMERGENCY HEATING ASSISTANCE
HERITAGE UNITED WAY
228 MAPLE STREET 4TH FLOORMANCHESTERNH03103020225575501(C)(3)13500EMERGENCY HEATING ASSISTANCE
HOUR EXCHANGE PORTLAND
85 GRANT STREETPORTLANDME04101900396824501(C)(3)5000EMERGENCY HEATING ASSISTANCE
PEOPLES REGIONAL OPPORTUNITY PROGRAM
510 CUMBERLAND AVENUEPORTLANDME04101010274725501(C)(3)122706EMERGENCY HEATING ASSISTANCE
SALVATION ARMY
PO BOX 3575PORTLANDME04104135662351501(C)(3)1500EMERGENCY HEATING ASSISTANCE
TOWN OF FALMOUTH
271 FALMOUTH ROADFALMOUTHME04105016000161GOVERNMENT5000EMERGENCY HEATING ASSISTANCE
2-1-1 MAINE INC
PO BOX 15200PORTLANDME041125200300194364501(C)(3)250000INFORMATION & REFERRAL GRANT
PEOPLES REGIONAL OPPORTUNITY PROGRAM
510 CUMBERLAND AVENUEPORTLANDME04101010274725501(C)(3)4700BASIC NEEDS GRANT
YOUTH ALTERNATIVES INGRAHAM
50 LYDIA LANESOUTH PORTLANDME04106010316041501(C)(3)1500BASIC NEEDS GRANT
ELDER ABUSE INSTITUTE OF MAINE
PO BOX 3611PORTLANDME04104043681346501(C)(3)5000BASIC NEEDS GRANT
FREEPORT COMMUNITY SERVICES
53 DEPOT ROAD PO BOX 119FREEPORTME04032010332769501(C)(3)1000FOOD PANTRY/MEALS PROGRAM GRANT
PREBLE STREET
18 PORTLAND STREET PO BOX 1459PORTLANDME04104010418917501(C)(3)18500FOOD PANTRY/MEALS PROGRAM GRANT
WAYSIDE SOUP KITCHEN
PO BOX 1278PORTLANDME04104222806424501(C)(3)6000FOOD PANTRY/MEALS PROGRAM GRANT
STATE YMCA OF MAINE
305 WINTHROP CENTER ROADWINTHROPME04364010186800501(C)(3)11560GORMAN CAMPERSHIPS
AMISTAD
PO BOX 992PORTLANDME04104010500860501(C)(3)1500MISCELLANEOUS GRANT
GIRL SCOUTS OF MAINE
138 GANNETT DRIVE PO BOX 9421 280SOUTH PORTLANDME04116010269802501(C)(3)1500MISCELLANEOUS GRANT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants136TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
SUMMER CAMPS SCHOLARSHIPS1332487892
HIGGINS SCHOLARSHIPS411522

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonMEG BAXTERNamePerson
Base Compensation Filing Org136533BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org4280DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org6048NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org146861TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions76NumberOfContributions
Noncash Contribs Rptd F990331210NoncashContribsRptdF990
Method Of Determining RevenuesSTOCK EXCHANGE PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USE:Identifier
Return ReferencePART I, LINE 32B:ReturnReference
ExplanationLOCAL BROKERS ARE USED TO SELL STOCK.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2TWO DIRECTORS ARE EMPLOYED BY A CHARITABLE ORGANIZATION WHICH HAS TWO BOARD MEMBERS WHO ARE ALSO ON THE UNITED WAY BOARD.
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP. 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 7APOWERS. 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 BY-LAWS OF UNITED WAY, INC.
FORM 990, PART VI, SECTION A, LINE 7BSEE PRECEEDING EXPLANATION (LINE 7A)
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD TO BE REVIEWED BEFORE IT IS FILED.
UNITED WAY, INC.'S CODE OF ETHICS IS INTENDED TO GUIDE AND ADVANCE THE ETHICAL CONDUCT OF BOTH VOLUNTEERS AND STAFF IN CARRYING OUT THEIR UNITED WAY RESPONSIBILITIES. AS PART OF THE CODE OF ETHICS, THE BOARD OF DIRECTORS AND STAFF MUST AVOID A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, WHICH COULD TARNISH THE REPUTATION OF UNITED WAY, INC. OR UNDERMINE THE PUBLIC'S TRUST IN UNITED WAY, INC'S STAFF AND VOLUNTEERS. TO ENSURE THAT THE BEST INTERESTS OF UNITED WAY, INC. ARE SERVED, THE BOARD OF DIRECTORS AND STAFF UPON FIRST BEING APPOINTED, ELECTED OR HIRED DISCLOSE, IN WRITING, TO THE BEST OF HIS OR HER KNOWLEDGE, ANY POTENTIAL CONFLICTS OF INTEREST THAT INVOLVE THE INDIVIDUAL, HIS OR HER IMMEDIATE RELATIVES, OR ANY ENTITY WITH WHICH HE OR SHE IS ASSOCIATED IN A SIGNIFICANT LEADERSHIP OR OWNERSHIP CAPACITY. THEREAFTER, THESE DISCLOSURES ARE UPDATED ANNUALLY, OR SOONER IF CHANGED CIRCUMSTANCES IN A PARTICULAR CASE MAY WARRANT. THE TERMS OF ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY MANAGEMENT AND REPORTED TO THE EXECUTIVE COMMITTEE OF UNITED WAY, INC. AS NECESSARY TO ENSURE COMPLIANCE WITH THE CODE OF ETHICS.FORM 990, PART VI, SECTION B, LINE 12C
FORM 990, PART VI, SECT B, LINE 15: 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. THE COMPENSATION PACKAGE OF THE CFO/COO IS BASED ON COMPARABLE DATA AND DETERMINED BY THE PRESIDENT.
UNITED WAY INC'S CONFLICT OF INTEREST AND MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON LINE AT WWW.LIVEUNITEDGP.ORG AND ITS GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 834,958. DONOR DESIGNATION ADJUSTMENT -18,610. TOTAL TO FORM 990, PART XI, LINE 5: 816,348.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1211 MAINE INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 15200AddressLine1
CityPORTLANDCity
StateMEState
ZIP Code041125200ZIPCode
FieldValueIRS element (for citing)
EIN300194364EIN
Primary ActivitiesHEALTH & HUMAN SERVICE INFORMAITON AND REFERRAL SERVICEPrimaryActivities
Legal Domicile StateMELegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1211 MAINE INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved250000AmountInvolved

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