2026-01-27T14:54:15-06:00 2025-06-30 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990 2024-07-01 010378246 Southern Maine Planning and Development Commission SOUT 2075717065 110 Main Street Suite 1400 304 Saco ME 04072 Stephanie Carver Director 2075717065 2026-01-27 1 1 Peter H Way CPA P03219061 2077753496 2026-01-27 2024 2025-03-06 01:10:19Z Stephanie Carver 110 Main Street Suite 1400 304 Saco ME 04072 4709448 0 X www.smrpc.org X 1981 ME To promote health, safety and education through planning activities with member municipalities and counties. 13 13 19 13 0 0 5470460 4360428 374460 349020 5414 0 3235 0 5853569 4709448 359493 450408 0 0 1489454 1548099 0 0 0 723860 1514780 2572807 3513287 3280762 1196161 13914242 14564363 2025358 1479318 11888884 13085045 X Founded in 1964 in response to an identified need for a coordinated effort for economic development and resource management, SMPDC has been conducting economic development, housing, and water quality planning and providing technical assistance to the municipalities in the region for over forty years. 0 0 3227497 450408 349020 Regional Planning Programs - Assist in preparing plans to promote the health, safety, education and general welfare of the area's residents. 3227497 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 66 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 X X Stephanie Carver Director 2075717065 110 Main Street Suite 1400 Saco ME 04072 Jan Williams Vice Chair 4.00 X X 0 0 0 Chris Osterrieder Committee Member 1.00 X 0 0 0 Kendra Amaral Treasurer 4.00 X X 0 0 0 Katie Haley Committee Member 1.00 X 0 0 0 Keith McBride Chair 4.00 X X 0 0 0 Karla Bergeron Committee Member 4.00 X 0 0 0 Tracey Desjardins Committee Member 4.00 X 0 0 0 Marybeth Gilbert Committee Member 4.00 X 0 0 0 Erin Moriarty Committee Member 4.00 X 0 0 0 Brian Phinney Committee Member 4.00 X 0 0 0 Keith Trefethen Committee Member 4.00 X 0 0 0 Justin Chenette Committee Member 4.00 X 0 0 0 Lindsay Gagne Committee Member 4.00 X 0 0 0 Paul Schumacher Executive Director 40.00 X 78375 0 25060 Stephanie M Carver Executive Director 40.00 X 120059 0 8803 Randall Davis Finance Director 40.00 X 113154 0 0 James Rather Strategic Initiatives Direct 40.00 X 107000 0 0 418588 0 33863 3 0 0 0 0 4360428 4360428 Revolv loan fund inter 541900 202325 202325 Regional Planning Prog 541900 146672 146672 MERG Admin Fees 541900 23 23 349020 4709448 349020 0 0 X 450408 450408 198434 94352 104082 979214 465602 513612 59493 28288 31205 217155 103254 113901 93803 44602 49201 34911 34911 1212812 1199412 13400 33348 5335 28013 14663 6020 8643 73408 73408 4684 2724 1960 2129 2129 21234 21234 Telephone 79806 1849 77957 Miscellaneous 28182 5665 22517 Dues & Subscriptions 9603 1593 8010 Allocated Management an 0 818393 -818393 3513287 3227497 285790 0 3519333 3748482 326638 329201 444236 412849 8070670 8922738 26670 4123 55619 49214 8534 6405 1518161 1140565 13914242 14564363 503857 333025 1521501 1146293 2025358 1479318 X 691234 782225 11197650 12302820 11888884 13085045 13914242 14564363 1196161 0 X X 0 1 X 1 1 1 X 42879038 7216160 3768572 5470460 4360428 63694658 42879038 7216160 3768572 5470460 4360428 63694658 63694658 64629 67758 92625 129416 146672 501100 3749 3749 64199507 1218251 0.99210 0.99310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55619 49214 6405 6405 Section 457 Plan Assets 938010 Right of Use Asset 202555 1140565 Section 457 Plan Payable 938010 Lease Obligation 208283 1146293 X 4709448 0 4709448 0 4709448 3513287 0 3513287 0 3513287 Part X, Line 2: Management of the Corporation believes it has no material uncertain tax positions and, accordingly it will not recognize any liability for unrecognized tax benefits. 1 Micro Loan Grants 129550 0 Community development block grants. EPA RLF Grant 118220 0 EPA Clean up grant Part I, Line 2: SMPDC follows the EPA designed protocol for providing grants to municipalities and non-profits. Monitoring of the grants takes place through the SMPDC hired environmental engineering firm who reviews all invoices for eligible activities, and also by the SMPDC Brownfields project manager who does the same. The SMPDC Director completes the final review and approves all disbursements in the form of a check. Form 990, Part VI, Section B, line 11b The final form 990 is reviewed by the Executive Director prior to filing with the IRS. Form 990, Part VI, Section B, line 15 The Finance Committee of the Board conducted an in person review of the Executive Director. To help determine an increase in compensation, the Committee was given the latest salary survey, adjusted for inflation and Agency wide budget allotment for salary increases. The Committee determined the increase in compensation and notified the Finance Director to implement. Form 990, Part VI, Section C, line 19 These documents are available upon request. Form 990, Part IX, line 11g Support Services: Program service expenses 0. Management and general expenses 13,400. Fundraising expenses 0. Total expenses 13,400. Consultants: Program service expenses 1,199,412. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,199,412. Form 990, Part XII, Line 2c: This process has not changed from the prior year. Southern Maine Finance Agency 20 Pomerleau Street Suite 300 Biddeford ME 04005 010472964 ME 501(c)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 Southern Maine Finance Agency M 126927 Fair Market Value