UNITED WAY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY INC (EIN 01-0241767)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-07
- IRS object ID
- 202621279349301312
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T07:44:39-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010241767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2078741000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 Forest Avenue 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan Coyne | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 2078741000 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Southern Maine | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dan Coyne | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 Forest Avenue 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,910,279 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uwsme.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 1701 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,876,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,343,875 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $216,917 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $209,587 | CYProgramServiceRevenueAmt |
| PY Investment Income | $445,359 | PYInvestmentIncomeAmt |
| CY Investment Income | $356,817 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,538,507 | PYTotalRevenueAmt |
| CY Total Revenue | $8,910,279 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,571,072 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,241,753 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,002,644 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,238,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,291,472 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,367,335 | PYOtherExpensesAmt |
| CY Other Expenses | $1,515,722 | CYOtherExpensesAmt |
| PY Total Expenses | $12,941,051 | PYTotalExpensesAmt |
| CY Total Expenses | $9,996,311 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,402,544 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,086,032 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,211,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,460,731 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,976,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,125,037 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,234,793 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,335,694 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | United Way of Southern Maine (UWSM) improves lives by mobilizing the caring power of our communities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $563,967 | ExpenseAmt |
| Grant | $392,752 | GrantAmt |
| Desc | UWSM ensures every young person can thrive by expanding access to early childhood education, literacy development, out of school learning, and strong family engagement. Many Asset Limited, Income Constrained, Employed (ALICE) households face barriers such as high child care costs and limited access to early learning resources that affect school readiness and third-grade reading, a key milestone for lifelong success. UWSM advances Thrive2027 Goal 1: By 2027, reduce the third-grade reading proficiency gap to no more than 10 percentage points between all third-grade students and those who have not fared as well. To support this goal, UWSM invested $306,354 in community schools and early learning programs and $60,814 in essential services like nutritious food and vision/hearing screening. Through the Child Care Incubator, one new child care business launched, with two more openings by May 2026. Volunteers contributed 1,150+ hours reading with children. Emerging Leaders United supported programs that help youth build literacy, explore STEAM, and stay engaged after school. UWSM also leads United 4 Child Care, a public-private partnership creating up to 400 new child care slots, including 24-hour options for families working non-traditional hours. Altogether, UWSM invested $1,221,807 in Youth Opportunity. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $986,725 | ExpenseAmt |
| Grant | $345,674 | GrantAmt |
| Desc | UWSM helps individuals and families, especially ALICE households, build financial stability by expanding access to education, job training, income supports, and safe, stable housing. UWSM advances Thrive2027 Goal 2: By 2027, 70% of households will pay less than 30% of income on housing. In the past year, UWSM funded programs helped 698 households move from homelessness into safe housing and 1,425 households access or maintain shelter and safety. UWSM also supported LD 641, legislation with the potential to prevent homelessness for more than 1,000 Mainers each year. Through CA$H Greater Portland, UWSM helped 8,504 households secure more than $1.4 million in refunds and save filing fees; 161 households received the Earned Income Tax Credit totaling $342,751. Women United invested in eight programs supporting single mothers through child care, housing navigation, legal aid, education, and job training. As the backbone of the Southern Maine Workforce Initiative, UWSM leads a collaborative of 26 partners creating career pathways and employer readiness, including the Bridge Program, which provides industry specific training and wraparound services for jobseekers entering high demand fields. Altogether, UWSM invested $1,620,617 in Financial Security. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $876,925 | ExpenseAmt |
| Grant | $657,380 | GrantAmt |
| Desc | UWSM works to ensure that every person can live a healthier life by expanding access to nutritious food, mental health services, substance use supports, and community resources. UWSM advances Thrive2027 Goal 3: Reduce preventable premature deaths by 10% by 2027. To save lives, UWSM partnered with the Maine Department of Education to create a multilingual animated naloxone training video used across the state. UWSM trained 191 individuals to recognize and respond to opioid overdoses and distributed 598 naloxone doses across Southern Maine. In December 2024, UWSM launched Read Away, enabling incarcerated mothers and grandmothers to record themselves reading to their children; 39 participants reached 55 children, who received books and materials supporting more than four hours of additional reading time. UWSM funded programs supported 364 youth healing from abuse and trauma and invested over $300,000 in nine programs expanding access to behavioral health care. Through UWSM's support of 211 Maine, residents received 6,400 referrals for mental health and addiction services, ensuring timely, confidential access to lifesaving resources. Altogether, UWSM invested $1,176,609 in Healthy Community. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,800,809 | ExpenseAmt |
| Grant | $2,845,947 | GrantAmt |
| Revenue | $209,587 | RevenueAmt |
| Desc | 211 Maine, supported by United Way of Southern Maine (UWSM), is a free, confidential 24/7 information and referral service connecting people to essential supports, including housing and shelter, food assistance, mental health services, addiction treatment, utilities help, and crisis resources. Last year, 211 Maine fielded more than 67,008 calls, texts, and emails, providing vital assistance during times of need. 211 also operates specialized services such as the Opiate Helpline, Problem Gambling Helpline, and the statewide Help Me Grow access point. During emergencies, 211 partners with the Maine Emergency Management Agency to direct residents to shelters, provide real time updates, and support disaster recovery. UWSM also manages Keep ME Warm, Maine's only statewide emergency heating assistance initiative. Funds are distributed using LIHEAP formulas to Community Action Agencies, local United Ways, and 211. In 2024, 211 Maine provided over $208,000 in emergency heating support to 523 households and 1,149 individuals, ensuring families had safe, reliable heat during the winter months. Donor Designations: Giving your way.Donor designations allow contributors to direct all or part of their United Way gift to a nonprofit of their choice. These contributions support health and human service organizations across the region. Each designated agency is verified for nonprofit status and compliance with the USA Patriot Act before receiving funds, ensuring responsible stewardship and honoring donor intent.Volunteering: Change starts with people. UWSM believes lasting change happens when people come together to share their time, talent, and compassion. Volunteers are essential to supporting individuals and families who are working hard but struggling to make ends meet, especially ALICE households. Through year-round volunteer opportunities, UWSM connects people to causes they care about reading with students, preparing taxes, assembling literacy kits, and participating in custom workplace projects. UWSM also coordinates large scale community events such as the annual food drive, Day of Action, and literacy and meal kit assembly events. Last year, more than 1,200 volunteers contributed their time to community projects or served on UWSM committees guiding local investments. UWSM also hosts uwsme.galaxydigital.com, where individuals can find opportunities and nonprofits can post their needs. Whether someone volunteers for a single day or makes a long term commitment, every hour helps strengthen and connect our community. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,800,809 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,845,947 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $209,587 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,228,426 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristin Chase Duffy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078741000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 Forest Avenue Suite 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Elizabeth Cotter Schlax | ||||||||
| Past Secretary/President/CEO | 40.00 | 1.00 | Yes (X) | Yes (X) | $200,262 | $0 | $14,541 | |
| Dan Coyne | ||||||||
| Secretary/President/CEO | 40.00 | 1.00 | Yes (X) | Yes (X) | $152,336 | $0 | $39,377 | |
| Todd Cesca | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Bourque | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dan Eagleson | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dr Abdullahi Ahmed PhD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Ballute | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Abusana Micky Bondo | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nathan Cadorette | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Anthony Cataldi | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dora Clements | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Dudley Davis PhD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicole Devoe Lewis | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Garofalo | ||||||||
| Director Chair Emeritus | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Idella Glenn PhD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Alex Gramling | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Caitlin Grant | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Hussey | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robin LaBonte | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Luc Nya | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rupa Lall Pakash | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nannette Ranger-Duncanson | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Hilary Rapkin | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph JJ Rouhana | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Meredith Rousseau | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Esi Seng | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Small | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Underberg | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer McCarthy | ||||||||
| Past Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kristin Chase Duffy | ||||||||
| Chief Operating & Comm. Officer | 40.00 | 1.00 | Yes (X) | $140,203 | $0 | $11,352 | ||
| Cameron Peden | ||||||||
| Chief People & Development Officer | 40.00 | 0.00 | $118,231 | $0 | $26,006 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $611,032 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,276 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $112,788 | FederatedCampaignsAmt |
| Related Organizations | $61,141 | RelatedOrganizationsAmt |
| Government Grants | $236,592 | GovernmentGrantsAmt |
| All Other Contributions | $7,933,354 | AllOtherContributionsAmt |
| Noncash Contributions | $71,307 | NoncashContributionsAmt |
| Total Contributions | $8,343,875 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Service Fees | 624200 | $189,782 | $189,782 |
| Miscellaneous Revenue | 624200 | $19,805 | $19,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $209,587 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356,817 | TotalRevenueColumnAmt |
| Exclusion | $356,817 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,910,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $209,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $356,817 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,241,753 | TotalAmt |
| Program Services | $4,241,753 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,071 | TotalAmt |
| Program Services | $288,523 | ProgramServicesAmt |
| Management And General | $143,424 | ManagementAndGeneralAmt |
| Fundraising | $126,124 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,914,592 | TotalAmt |
| Program Services | $1,506,844 | ProgramServicesAmt |
| Management And General | $749,050 | ManagementAndGeneralAmt |
| Fundraising | $658,698 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,925 | TotalAmt |
| Program Services | $57,865 | ProgramServicesAmt |
| Management And General | $28,765 | ManagementAndGeneralAmt |
| Fundraising | $25,295 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,521 | TotalAmt |
| Program Services | $200,865 | ProgramServicesAmt |
| Management And General | $99,850 | ManagementAndGeneralAmt |
| Fundraising | $87,806 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,727 | TotalAmt |
| Program Services | $151,691 | ProgramServicesAmt |
| Management And General | $60,959 | ManagementAndGeneralAmt |
| Fundraising | $53,077 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,050 | TotalAmt |
| Management And General | $27,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,933 | TotalAmt |
| Management And General | $30,933 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,801 | TotalAmt |
| Management And General | $19,801 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,412 | TotalAmt |
| Program Services | $160,483 | ProgramServicesAmt |
| Management And General | $79,776 | ManagementAndGeneralAmt |
| Fundraising | $70,153 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,008 | TotalAmt |
| Program Services | $48,326 | ProgramServicesAmt |
| Management And General | $7,074 | ManagementAndGeneralAmt |
| Fundraising | $6,608 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,245 | TotalAmt |
| Program Services | $258,790 | ProgramServicesAmt |
| Management And General | $98,622 | ManagementAndGeneralAmt |
| Fundraising | $105,833 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,318 | TotalAmt |
| Program Services | $150,607 | ProgramServicesAmt |
| Management And General | $73,477 | ManagementAndGeneralAmt |
| Fundraising | $78,234 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,377 | TotalAmt |
| Program Services | $18,352 | ProgramServicesAmt |
| Management And General | $1,276 | ManagementAndGeneralAmt |
| Fundraising | $3,749 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,805 | TotalAmt |
| Program Services | $41,321 | ProgramServicesAmt |
| Management And General | $5,728 | ManagementAndGeneralAmt |
| Fundraising | $21,756 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,027 | TotalAmt |
| Program Services | $52,093 | ProgramServicesAmt |
| Management And General | $25,627 | ManagementAndGeneralAmt |
| Fundraising | $27,307 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,719 | TotalAmt |
| Program Services | $33,093 | ProgramServicesAmt |
| Management And General | $16,279 | ManagementAndGeneralAmt |
| Fundraising | $17,347 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,959 | TotalAmt |
| Program Services | $10,913 | ProgramServicesAmt |
| Management And General | $5,345 | ManagementAndGeneralAmt |
| Fundraising | $5,701 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Total | $14,068 | TotalAmt |
| Program Services | $6,907 | ProgramServicesAmt |
| Management And General | $3,377 | ManagementAndGeneralAmt |
| Fundraising | $3,784 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,996,311 | TotalAmt |
| Program Services | $7,228,426 | ProgramServicesAmt |
| Management And General | $1,476,413 | ManagementAndGeneralAmt |
| Fundraising | $1,291,472 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,410,223 | BOYAmt |
| EOY | $952,680 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,278,236 | BOYAmt |
| EOY | $2,241,365 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,241 | BOYAmt |
| EOY | $272,517 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,435 | BOYAmt |
| EOY | $94,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $791,301 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $447,488 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,027 | BOYAmt |
| EOY | $343,813 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,284,542 | BOYAmt |
| EOY | $12,173,972 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,611,272 | BOYAmt |
| EOY | $1,487,620 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,202 | BOYAmt |
| EOY | $1,893,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,211,678 | BOYAmt |
| EOY | $19,460,731 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,303 | BOYAmt |
| EOY | $631,401 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,278,582 | BOYAmt |
| EOY | $2,493,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,976,885 | BOYAmt |
| EOY | $3,125,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,602,929 | BOYAmt |
| EOY | $7,561,535 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,631,864 | BOYAmt |
| EOY | $8,774,159 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,234,793 | BOYAmt |
| EOY | $16,335,694 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,211,678 | BOYAmt |
| EOY | $19,460,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,086,032 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,029,883 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $157,050 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,598,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,359,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,447,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,876,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,343,875 | CurrentTaxYearAmt |
| Total | $49,625,721 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,598,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,359,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,447,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,876,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,343,875 | CurrentTaxYearAmt |
| Total | $49,625,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $912,915 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,712,806 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $281,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $633,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $350,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $356,817 | CurrentTaxYearAmt |
| Total | $1,861,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,487,479 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,304,306 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,236 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,916 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,152 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,974,159 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,996,311 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $649,816 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $162,454 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $677,502 | CurrentYearMinus3Amt |
| Current Year Minus2 | $846,141 | CurrentYearMinus2Amt |
| Current Year Minus1 | $797,053 | CurrentYearMinus1Amt |
| Current Year | $649,816 | CurrentYearAmt |
| Total | $2,970,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,455,768 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $14,668 | CurrentYearMinus3Amt |
| Current Year Minus2 | $15,662 | CurrentYearMinus2Amt |
| Current Year Minus1 | $16,899 | CurrentYearMinus1Amt |
| Current Year | $22,152 | CurrentYearAmt |
| Total | $69,381 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $169,376 | CurrentYearMinus3Amt |
| Current Year Minus2 | $211,535 | CurrentYearMinus2Amt |
| Current Year Minus1 | $199,263 | CurrentYearMinus1Amt |
| Current Year | $162,454 | CurrentYearAmt |
| Total | $742,628 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,113,942 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $7,367 | CurrentYearMinus3Amt |
| Current Year Minus2 | $8,158 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,167 | CurrentYearMinus1Amt |
| Current Year | $11,236 | CurrentYearAmt |
| Total | $35,928 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,284,542 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,281,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,893 | GrantsOrScholarshipsAmt |
| Other Expenditures | $346,870 | OtherExpendituresAmt |
| Administrative Expenses | $29,648 | AdministrativeExpensesAmt |
| End Year Balance | $12,173,972 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,229,685 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,516,701 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,146 | GrantsOrScholarshipsAmt |
| Other Expenditures | $427,961 | OtherExpendituresAmt |
| Administrative Expenses | $26,737 | AdministrativeExpensesAmt |
| End Year Balance | $11,284,542 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,555,189 | BeginningYearBalanceAmt |
| Contributions | $91,947 | ContributionsAmt |
| Investment Earnings Or Losses | $1,029,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,870 | GrantsOrScholarshipsAmt |
| Other Expenditures | $407,092 | OtherExpendituresAmt |
| Administrative Expenses | $24,720 | AdministrativeExpensesAmt |
| End Year Balance | $10,229,685 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,922,124 | BeginningYearBalanceAmt |
| Contributions | $236,645 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,169,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,437 | GrantsOrScholarshipsAmt |
| Other Expenditures | $393,004 | OtherExpendituresAmt |
| Administrative Expenses | $27,458 | AdministrativeExpensesAmt |
| End Year Balance | $9,555,189 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,528,210 | BeginningYearBalanceAmt |
| Contributions | $19,041 | ContributionsAmt |
| Investment Earnings Or Losses | $2,776,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,433 | GrantsOrScholarshipsAmt |
| Other Expenditures | $364,506 | OtherExpendituresAmt |
| Administrative Expenses | $24,573 | AdministrativeExpensesAmt |
| End Year Balance | $10,922,124 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59286 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16336 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24378 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $791,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $447,488 | DepreciationAmt |
| Book Value | $343,813 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $343,813 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Perpetual Trusts | Desc |
| Book Value | $1,893,362 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,893,362 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Designations Payable | $956,629 |
| Lease Liabilities, Operating Leases | $1,537,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,493,636 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,252,864 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,029,883 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $115,160 | OtherRevenueAmt |
| Revenue Not Reported | $1,145,043 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,107,821 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,801 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $782,657 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $802,458 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,910,279 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,151,963 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,151,963 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,801 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $824,547 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $844,348 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,996,311 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Income from United Way of Southern Maine's endowment is used to support the mission of United Way of Southern Maine. |
| Part X, Line 2: | The Organization is a not-for-profit corporation as described in Section 501(c)(3) of the Code and as such is exempt from federal and state income taxes. Management has evaluated the Organization's tax positions and concluded that the Organization has maintained its tax-exempt status, does not have any significant unrelated business income and has taken no uncertain tax positions that require adjustment to the consolidated financial statements. |
| Part XI, Line 2d - Other Adjustments: | Gain on Perpetual Trusts 115,160. |
| Part XI, Line 4b - Other Adjustments: | Donor Designated Contributions 782,657. |
| Part XII, Line 4b - Other Adjustments: | Donor Designated Grants & Awards 824,547. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (78 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 2-1-1 Maine Inc | ||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 300194364 | 501c3 | $221,642 | $0 | Community Investment |
| American Lung Association | ||||||||
| 122 State Street | Augusta | ME | 04330 | 060646594 | 501c3 | $11,584 | $0 | Donor Designations |
| Amistad Inc | ||||||||
| PO Box 17705 | Portland | ME | 04112 | 010500860 | 501c3 | $19,000 | $0 | Community Investment, Donor Designations |
| Aroostook County Action Program | ||||||||
| PO Box 1116 | Presque Isle | ME | 04769 | 010315849 | 501c3 | $15,678 | $0 | Emergency Heating Assistance |
| Avesta Housing | ||||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | 010315296 | 501c3 | $22,850 | $0 | Community Investment, Donor Designations |
| Boys & Girls Clubs of Southern Maine | ||||||||
| PO Box 7830 | Portland | ME | 04112 | 010211543 | 501c3 | $176,296 | $0 | Community Investment, Donor Designations |
| Biddeford Ready | ||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $25,000 | $0 | Community Investment |
| Canal School (Westbrook Schools) | ||||||||
| 102 Glenwood Ave | Westbrook | ME | 04092 | 016000038 | 501c3 | $10,000 | $0 | Donor Designation |
| CAH Greater Portland | ||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $40,200 | $0 | Community Investment |
| Caring Unlimited | ||||||||
| 965 Main St | Sanford | ME | 04073 | 010358141 | 501c3 | $10,000 | $0 | Community Investment, Donor Designations |
| Catherine Morrill Day Nursery | ||||||||
| 96 Danford Street | Portland | ME | 04101 | 010211542 | 501c3 | $142,137 | $0 | Community Investment, Donor Designations |
| Catholic Charities Maine | ||||||||
| PO Box 10660 | Portland | ME | 04104 | 010228225 | 501c3 | $71,520 | $0 | Community Investment, Donor Designations |
| Center for Grieving Children | ||||||||
| PO Box 1438 | Portland | ME | 04104 | 010431501 | 501c3 | $58,904 | $0 | Community Investment, Donor Designations |
| Children's Odyssey | ||||||||
| PO Box 6038 | Falmouth | ME | 04105 | 010475374 | 501c3 | $189,583 | $0 | Community Investment |
| City of Portland | ||||||||
| 39 Congress Street Suite 2 | Portland | ME | 04101 | 016000032 | Government | $19,000 | $0 | Community Investment |
| Community Concepts | ||||||||
| PO Box 278 | South Paris | ME | 04281 | 010424969 | 501c3 | $18,449 | $0 | Emergency Heating Assistance |
| Community Dental | ||||||||
| 190 Park Ave | Portland | ME | 04102 | 237129502 | 501c3 | $7,346 | $0 | Community Investment |
| Count ME In - Educate Maine | ||||||||
| 482 Congress Street | Portland | ME | 04101 | 203559947 | 501c3 | $9,100 | $0 | Community Investment |
| Day One | ||||||||
| 525 Main Street | South Portland | ME | 04106 | 010322532 | 501c3 | $92,563 | $0 | Community Investment, Donor Designations |
| Downeast Community Partners (DCP) | ||||||||
| 248 Bucksport Rd | Ellsworth | ME | 04605 | 010288757 | 501c3 | $12,880 | $0 | Emergency Heating Assistance |
| Fairtide | ||||||||
| 15 State Road | Kittery | ME | 03904 | 010525140 | 501c3 | $10,500 | $0 | Community Investment |
| Food for All Services | ||||||||
| 72 Parris St | Portland | ME | 04101 | 882996907 | 501c3 | $10,000 | $0 | Community Investment |
| Foundation for Portland Public Schools | ||||||||
| 353 Cumberland Ave | Portland | ME | 04101 | 223179738 | 501c3 | $62,000 | $0 | Community Investment |
| Frannie Peabody Center | ||||||||
| 335 Valley Street | Portland | ME | 04102 | 010332769 | 501c3 | $30,358 | $0 | Community Investment, Donor Designations |
| Freeport Community Services | ||||||||
| PO Box 119 | Freeport | ME | 04032 | 010332769 | 501c3 | $7,401 | $0 | Community Investment, Donor Designations |
| Furniture Friends | ||||||||
| PO Box 631 | Westbrook | ME | 04098 | 010513662 | 501c3 | $14,529 | $0 | Community Investment, Donor Designations |
| Girl Scouts of Maine | ||||||||
| 138 Gannett Dr | South Portland | ME | 04106 | 010269802 | 501c3 | $9,375 | $0 | Community Investment, Donor Designations |
| Good Shepherd Food Bank | ||||||||
| 3121 Hotel Road | Auburn | ME | 04210 | 222986809 | 501c3 | $7,819 | $0 | Donor Designations |
| Heart of Maine United Way | ||||||||
| 24 Springer Drive Suite 201 | Bangor | ME | 04401 | 010211478 | 501c3 | $23,571 | $0 | Emergency Heating Assistance, Community Investment, Donor Designations |
| Immigrant Legal Advocacy Project | ||||||||
| PO Box 17917 | Portland | ME | 04112 | 223260883 | 501c3 | $25,000 | $0 | Community Investment, Donor Designations |
| In Her Presence | ||||||||
| 4 Milk Street Suite 201 | Portland | ME | 04101 | 475518548 | 501c3 | $12,500 | $0 | Community Investment, Donor Designations |
| Kennebec Valley Community Action Program | ||||||||
| 97 Water Street | Waterville | ME | 04901 | 010277678 | 501c3 | $21,774 | $0 | Emergency Heating Assistance |
| Kids First Center | ||||||||
| 51 US Route 1 Suite S | Scarborough | ME | 04074 | 222993035 | 501c3 | $5,080 | $0 | Community Investment, Donor Designations |
| Legal Services for the Elderly | ||||||||
| 5 Wabon Street | Augusta | ME | 04330 | 010359131 | 501c3 | $13,172 | $0 | Community Investment, Donor Designations |
| The Locker Project | ||||||||
| PO Box 3134 | Portland | ME | 04104 | 471257754 | 501c3 | $24,066 | $0 | Community Investment, Donor Designations |
| Maine Access Points | ||||||||
| 51 Harpswell Rd | Brunswick | ME | 04011 | 825123216 | 501c3 | $22,800 | $0 | Community Investment |
| Maine Association for New Americans | ||||||||
| PO Box 8002 | Portland | ME | 04104 | 462890018 | 501c3 | $28,500 | $0 | Community Investment |
| Maine Children's Alliance | ||||||||
| 303 State Street | Augusta | ME | 04330 | 222546643 | 501c3 | $20,000 | $0 | Community Investment |
| Maine Immigrants Rights Coalition | ||||||||
| 24 Preble Street Suite 306 | Portland | ME | 04101 | 823097991 | 501c3 | $28,128 | $0 | Community Investment |
| Midcoast Maine Community Action | ||||||||
| 34 Wing Farm Parkway | Bath | ME | 04530 | 010315732 | 501c3 | $7,677 | $0 | Emergency Heating Assistance |
| Milestone Recovery | ||||||||
| 65 India Street | Portland | ME | 04101 | 016024344 | 501c3 | $76,139 | $0 | Community Investment, Donor Designations |
| My Place Teen Center | ||||||||
| 755 Main Street | Westbrook | ME | 04092 | 010509578 | 501c3 | $6,426 | $0 | Donor Designations |
| New Ventures Maine | ||||||||
| 46 University Drive | Augusta | ME | 04330 | 016000769 | 501c3 | $22,543 | $0 | Community Investment |
| Northeast Hearing & Speech Center | ||||||||
| 75 West Commercial Street Suite 20 | Portland | ME | 04101 | 010228262 | 501c3 | $46,652 | $0 | Community Investment, Donor Designations |
| Northern Light Mercy Hospital | ||||||||
| 175 Fore River Pkwy | Portland | ME | 04102 | 010211534 | 501c3 | $30,000 | $0 | Community Investment |
| Our Place Portland | ||||||||
| 8 Thurston Lane | Scarborough | ME | 04074 | 883309336 | 501c3 | $18,250 | $0 | Community Investment |
| Penquis CAP Inc | ||||||||
| PO Box 1162 | Bangor | ME | 04401 | 016023748 | 501c3 | $26,139 | $0 | Emergency Heating Assistance |
| Pine Tree Legal Assistance | ||||||||
| PO Box 547 | Portland | ME | 04112 | 010279387 | 501c3 | $57,000 | $0 | Community Investment |
| Planned Parenthood of Northern New England | ||||||||
| 51 US Route 1 Suite C | Scarborough | ME | 04074 | 030222941 | 501c3 | $11,847 | $0 | Donor Designations |
| Portland Community Health Center | ||||||||
| 180 Park Avenue | Portland | ME | 04102 | 454960453 | 501c3 | $24,600 | $0 | Community Investment, Donor Designations |
| Portland Community Squash | ||||||||
| 66 Noyes Street | Portland | ME | 04103 | 462787590 | 501c3 | $25,000 | $0 | Community Investment |
| Portland Connected | ||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $25,000 | $0 | Community Investment |
| Portland Housing Authority | ||||||||
| 14 Baxter Boulevard | Portland | ME | 04101 | 222527595 | 501c3 | $10,500 | $0 | Community Investment |
| Portland Seamans Friend Society | ||||||||
| PO Box 777 | Windham | ME | 04062 | 010211545 | 501c3 | $48,887 | $0 | Community Investment |
| Preble Street | ||||||||
| PO Box 1459 | Portland | ME | 04104 | 010418917 | 501c3 | $131,718 | $0 | Community Investment, Donor Designations |
| Presente Maine | ||||||||
| PO Box 4202 | Portland | ME | 04101 | 873756331 | 501c3 | $8,075 | $0 | Community Investment |
| Quality Housing Coalition | ||||||||
| 188 State St Suite 402 | Portland | ME | 04101 | 824353021 | 501c3 | $65,000 | $0 | Community Investment |
| Read Away | ||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $10,000 | $0 | Community Investment |
| Sexual Assault Response Services of Southern Maine | ||||||||
| PO Box 1371 | Portland | ME | 04104 | 010343943 | 501c3 | $15,988 | $0 | Community Investment, Donor Designations |
| Southern Maine Workforce Initiative | ||||||||
| 550 Forest Avenue | Portland | ME | 04101 | 010241767 | 501c3 | $99,600 | $0 | Community Investment |
| Spurwink | ||||||||
| 901 Washington Avenue | Portland | ME | 04103 | 010319802 | 501c3 | $93,000 | $0 | Community Investment, Donor Designations |
| Susan L Curtis Foundation | ||||||||
| 1321 Washington Ave Ste 104 | Portland | ME | 04103 | 010324705 | 501c3 | $5,551 | $0 | Donor Designation |
| The Opportunity Alliance | ||||||||
| 50 Lydia Lane | South Portland | ME | 04106 | 010316041 | 501c3 | $518,397 | $0 | Community Investment, Heating Assistance, Donor Designations |
| Through These Doors | ||||||||
| PO Box 704 | Portland | ME | 04104 | 011352636 | 501c3 | $40,905 | $0 | Community Investment, Donor Designations |
| Tri-County Mental Health | ||||||||
| 1155 Lisbon St | Lewiston | ME | 04240 | 010316813 | 501c3 | $5,112 | $0 | Donor Designation |
| United Recovery Fund | ||||||||
| 494 Forest Ave | Portland | ME | 04101 | 815459058 | 501c3 | $6,000 | $0 | Community Investment |
| United Way of Androscoggin County | ||||||||
| PO Box 888 | Lewiston | ME | 04243 | 010316813 | 501c3 | $15,440 | $0 | Emergency Heating Assistance, Community Investment, Donor Designations |
| United Way of Aroostook County | ||||||||
| 480 Main Street 3rd Floor | Presque Isle | ME | 04769 | 237147455 | 501c3 | $5,074 | $0 | Emergency Heating Assistance, Community Investment, Donor Designations |
| United Way of Kennebec Valley | ||||||||
| 331 Water Street Suite 5 | Augusta | ME | 04330 | 016004404 | 501c3 | $13,536 | $0 | Emergency Heating Assistance, Community Investment, Donor Designations |
| United Way of Mid Coast Maine | ||||||||
| 34 Wing Farm Parkway Suite 201 | Bath | ME | 04530 | 016004866 | 501c3 | $86,641 | $0 | Emergency Heating Assistance, Community Investment, Donor Designations |
| Valo | ||||||||
| PO Box 222 | Freeport | ME | 04032 | 833292625 | 501c3 | $10,000 | $0 | Community Investment |
| Vet to Vet Maine | ||||||||
| PO Box 1205 | Biddeford | ME | 04005 | 831092783 | 501c3 | $6,750 | $0 | Donor Designations |
| Waldo Community Action Partners | ||||||||
| PO Box 130 | Belfast | ME | 04915 | 016020566 | 501c3 | $6,542 | $0 | Emergency Heating Assistance |
| Western Maine Community Action | ||||||||
| 240 Bates St | Lewiston | ME | 04240 | 010424969 | 501c3 | $5,487 | $0 | Emergency Heating Assistance |
| YMCA of Southern Maine | ||||||||
| 70 Forest Ave | Portland | ME | 04101 | 010211568 | 501c3 | $10,000 | $0 | Donor Designations |
| York County Community Action | ||||||||
| PO Box 727 | Sanford | ME | 04073 | 016020406 | 501c3 | $138,618 | $0 | Community Investment, Emergency Heating Assistance, Donor Designations |
| YMCA Sanford-Springvale | ||||||||
| PO Box 249 1 Emile Levasseur Dr | Sanford | ME | 04073 | 010211814 | 501c3 | $7,136 | $0 | Community Investment |
| Youth & Family Outreach | ||||||||
| 331 Cumberland Avenue | Portland | ME | 04101 | 010374597 | 501c3 | $156,477 | $0 | Community Investment, Donor Designations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 78 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Community Investments: Organizations receiving discretionary funding from United Way of Southern Maine undergo an intensive pre-screening process before being awarded funding. United Way of Southern Maine utilizes teams of community volunteers working in conjunction with staff to conduct this "Community Investment" review process. 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 or other eligible agency. Applicant agencies are required to: 1) Submit a funding request, which includes an explanation of the proposed use of United Way of Southern Maine funding and a demonstration of the funding's impact through the program (how much, how well, difference made) in the community. 2) Submit agency and program-level budgets and other financial information, such as an audit or review of financial statements (based on organizational budget size), to demonstrate financial stability and adherence to sound fiscal policies and management practices. 3) Sign a contract with United Way of Southern Maine agreeing to all general provisions of the funding relationship, reporting requirements and compliance with applicable state and federal regulations. Community Impact staff regularly communicate with and monitor the progress of funded organizations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth Cotter Schlax | ||||||||||||||
| Past Secretary/President/CEO | $199,311 | $0 | $0 | $0 | $951 | $0 | $11,844 | $0 | $2,697 | $0 | $214,803 | $0 | $0 | $0 |
| Dan Coyne | ||||||||||||||
| Secretary/President/CEO | $151,860 | $0 | $0 | $0 | $476 | $0 | $9,744 | $0 | $29,633 | $0 | $191,713 | $0 | $0 | $0 |
| Kristin Chase Duffy | ||||||||||||||
| Chief Operating & Comm. Officer | $139,604 | $0 | $0 | $0 | $599 | $0 | $8,261 | $0 | $3,091 | $0 | $151,555 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $71,307 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Exchange Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Hilary Rapkin and Michael Bourque, both Board Directors, have a business relationship. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent accounting firm and thoroughly reviewed by the Chief Operating and Communications Officer prior to review and approval by the President/CEO and Board of Directors prior to filing. A copy of the final Form 990 is provided to all Directors and is available on our website. |
| Form 990, Part VI, Section B, line 12c | United Way of Southern Maine's Code of Ethics is intended to guide and advance the ethical conduct of both volunteers and staff in carrying out their United Way of Southern Maine 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 of Southern Maine or undermine the public's trust in United Way of Southern Maine's staff and volunteers. To ensure that the best interests of United Way of Southern Maine 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 relative, 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 of Southern Maine as necessary to ensure compliance with the Code of Ethics. |
| Form 990, Part VI, Section B, line 15 | The process of determining the compensation package of the President and CEO includes all elements noted: review and approval by independent board members, comparability data, and contemporaneous substantiation of the deliberation and decision by a board member present in the executive session where compensation is determined. |
| Form 990, Part VI, Section C, line 19 | United Way of Southern Maine's conflict of interest policy and most recent audited financial statements are available online at www.uwsme.org and its governing documents are available upon request. |
| Form 990, Part X, Line 10: Land, Buildings, and Equipment | Section 1.263(a)-3(n) Election: United Way, Inc. 550 Forest Avenue, Suite 100 Portland, ME 04101 EIN: 01-0241767 Section 1.263(a)-3(n) Election: United Way, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part XI, line 9: | Gain on Perpetual Trusts 115,160. Donor Designation Adjustment, Net 41,890. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 211 Maine Inc | ||||||||||
| 550 Forest Avenue Suite 100 | Portland | ME | 04101 | 300194364 | Health and human service information and referral service | ME | 501(c)(3) | Line 7 | United Way Inc | Yes (1) |
| Joseph How Charitable Trust | ||||||||||
| PO Box 1802 | Providence | RI | 02901 | 016010195 | Trust | RI | 501(c)(3) | PF | United Way Inc | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 211 Maine Inc | ||
| B | $221,642 | Cash Value |
| Joseph How Charitable Trust | ||
| C | $61,141 | Cash Value |
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