2023-11-03T11:42:23-04:00 2022-12-31 010493997 ONE RIVER CPAS 46 FIRSTPARK DRIVE OAKLAND ME 049635362 990 2022-01-01 016004404 UNITED WAY OF KENNEBEC VALLEY UNIT 2076263400 121 COMMERCIAL STREET AUGUSTA ME 04330 COURTNEY YEAGER PRESIDENT & CEO 2076263400 2023-10-16 true COURTNEY YEAGER 999009999 true ALISON A LORENZ CPA P01046292 2078731603 2023-10-24 2022 2023-04-26 12:10:37Z COURTNEY YEAGER 121 COMMERCIAL STREET AUGUSTA ME 04330 1603004 false X WWW.UWKV.ORG X 1955 ME UNITED WAY OF KENNEBEC VALLEY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY. 18 18 10 250 0 1964428 1434015 67765 107378 25697 20155 28424 29387 2086314 1590935 1017895 871013 0 305054 351152 0 73377 328759 238261 1651708 1460426 434606 130509 2973844 3193591 533781 752132 2440063 2441459 X UNITED WAY OF KENNEBEC VALLEY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY. false true 1250779 879783 107378 UNITED WAY OF KENNEBEC VALLEY SUPPORTS SERVICES VITAL TO THE BASIC NEEDS OF THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. WE ALSO MAKE LONG-TERM INVESTMENTS IN FINANCIAL STABILITY, EDUCATION AND HEALTH BECAUSE WE KNOW THAT THESE ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY STRATEGICALLY INVESTS IN RESULTS-DRIVEN PROGRAMS AND INITIATIVES TO MAXIMIZE THE IMPACT WE HAVE IN THE COMMUNITY. 1250779 true true false false false false false false false true true false false true true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 0 0 10 true false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true false false X X X IRENE FAVREAUDIR OF FINANCE & OPER 2076263400 121 COMMERCIAL STREET AUGUSTA ME 04330 COURTNEY YEAGER PRESIDENT & 40.00 X 92000 0 9506 IRENE FAVREAU DIR. OF FINA 40.00 X 64000 0 5310 AMY TARDIFF BOARD CHAIR 2.00 X X 0 0 0 KATIE DOHERTY BOARD VICE-C 1.00 X X 0 0 0 JESSICA NORTON TREASURER 2.00 X X 0 0 0 ALISSA BOYNTON VICE CHAIR H 1.00 X X 0 0 0 PAULA LACASSE V CHAIR & RE 1.00 X X 0 0 0 NATE CURTIS DIRECTOR 0.50 X 0 0 0 CHERYL FLEWELLING DIRECTOR 0.50 X 0 0 0 CHRIS VOYNIK DIRECTOR 0.50 X 0 0 0 MIKE SANTO DIRECTOR 0.50 X 0 0 0 ERIC LIND DIRECTOR 0.50 X 0 0 0 SUE CLARY DIRECTOR 0.50 X 0 0 0 PAM ROGERS DIRECTOR 0.50 X 0 0 0 NONA BOYINK DIRECTOR 0.50 X 0 0 0 STEPHEN COOPER DIRECTOR 0.50 X 0 0 0 ELIZABETH JABAR DIRECTOR 0.50 X 0 0 0 MARIA HAYS DIRECTOR 0.50 X 0 0 0 JENNIFER JACQUES DIRECTOR 0.50 X 0 0 0 BARBARA SWEEZY DIRECTOR 0.50 X 0 0 0 CHIOMA IBENEME DIRECTOR 0.50 X 0 0 0 156000 14816 false false false 1434015 1434015 DESIG. PLEDGE RETENT. 561000 56350 56350 DAY OF CARING INCOME 561000 20819 20819 FUEL ASSISTANCE 561000 19313 19313 CASH PROGRAM 561000 10896 10896 107378 14763 14763 5392 5392 5392 5392 40295 12069 28226 28226 MISCELLANEOUS 900099 1161 1161 1161 1590935 108539 48381 871013 871013 156000 93600 40560 21840 149230 89538 38800 20892 22487 13492 5847 3148 23435 14061 6093 3281 2423 1454 630 339 28910 17346 7517 4047 22269 13362 5789 3118 17991 10794 4678 2519 3477 2086 904 487 7377 4426 1918 1033 38826 23295 10095 5436 6427 3856 1671 900 5204 3122 1353 729 7106 4263 1848 995 SUPPLIES 37961 32044 3846 2071 MSECCA EXPENSES 26040 26040 OTHER EXPENSES 19226 11963 4721 2542 UNALLOCATED PAYMENTS 15024 15024 1460426 1250779 136270 73377 86281 165442 1177342 1322035 1286614 1034595 53941 83966 3544 2960 49501 27134 10001 22367 354121 374162 2000 188064 2973844 3193591 337299 354146 196482 209116 188870 533781 752132 X 1165808 1269027 1274255 1172432 2440063 2441459 2973844 3193591 X 130509 -76726 -52387 X false true X true false X 1641344 1539723 1993038 1964428 1434015 8572548 1641344 1539723 1993038 1964428 1434015 8572548 350465 8222083 16821 17946 8432 6405 14763 64367 27494 35441 30880 33535 40295 167645 8804560 483763 0.93380 0.94130 X PART II, LINE 10 FUNDRAISING INCOME 167,645 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 354121 -61971 292150 335465 18656 354121 237340 98125 335465 212862 24478 237340 232499 -19637 212862 1.00000 false false 12320 2136 10184 37181 24998 12183 22367 AUGUSTA OFFICE LEASE ASSET 173017 WATERVILLE OFFICE LEASE ASSET 5715 CANON LEASE ASSET 5115 QUADIENT LEASE ASSET 2217 SECURITY DEPOSIT 2000 188064 AUGUSTA OFFICE LEASE LIABILITY 175823 WATERVILLE OFFICE LEASE LIABILITY 5715 CANON LEASE LIABILITY 5115 QUADIENT LEASE LIABILITY 2217 188870 X 1538766 -76726 25625 -1068 -52169 1590935 1590935 1484983 25625 -1068 24557 1460426 1460426 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CALSSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). MANAGEMENT BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS WITH THE INTERNAL REVENUE SERVICE THAT REQUIRE DISCLOSURE IN ITS FINANCIAL STATEMENTS. THE ORGANZIATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2021 THROUGH 2019 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D REALOCATION OF SPECIAL EVENTS EXPENSES -1,068 SCHEDULE D, PAGE 4, PART XII, LINE 2D REALOCATION OF SPECIAL EVENTS EXPENSES -1,068 GOLF TOURNAMENT 31226 31226 11146 MOVIES IN MILL 7286 7286 923 38512 38512 12069 12069 26443 false LITERACY VOLUNTEERS 12 SPRUCE STREET AUGUSTA ME 04330 237409748 501C3 24904 COMMUNITY LITERACY CHILDREN'S CENTER 1 ALDEN AVENUE AUGUSTA ME 04330 010275447 501C3 58220 EARLY INTERVENTION WINTHROP HOT MEAL KITCHEN PO BOX 472 WINTHROP ME 04364 452692532 501C3 6414 FOOD BANK SERVICES CATHOLIC CHARITIES - MAINE PO BOX 10660 PORTLAND ME 04104 010280225 501C3 5940 HOME & FAMILY SERV. FAMILY VIOLENCE PROJECT 83 WESTERN AVE AUGUSTA ME 04330 010360714 501C3 56107 ABUSE PREVENTION 2-1-1 MAINE 50 LYDIA LANE SO PORTLAND ME 04106 300194364 501C3 34146 STATEWIDE INFORMATIO SPECTRUM GENERATIONS ONE WESTON COURT SUITE 109 AUGUSTA ME 04330 010318051 501C3 42373 MEALS ON WHEELS GOODWILL INDUSTRIES OF NORTHERN NE 347 LEIGHTON ROAD AUGUSTA ME 04330 010284340 501C3 20827 EMPLOYMENT SERVICES MOTIVATIONAL SERVICES 71 HOSPITAL STREET AUGUSTA ME 04330 010342515 501C3 25200 LINC WELLNESS CENTER CRISIS & COUNSELING CENTERS INC 90 BOX 558 AUGUSTA ME 04330 010288363 501C3 18538 MENTAL HEALTH SOUTHERN KENNEBEC CHILD DEVELOPMENT 337 MAINE AVENUE FARMINGDALE ME 04344 010285449 501C3 31210 CHILD DEVELOPMENT SEXUAL ASSAULT CRISIS & SUPPORT PO BOX 417 WINTHROP ME 04364 222979419 501C3 37086 SEXUAL ASSAULT ED. RURAL COMMUNITY ACTION MINISTRY 81 CHURCH HILL ROAD LEEDS ME 04263 237072697 501C3 24286 HOMELESS & HUNGER PR AMERICAN RED CROSS OF CENTRAL AND MIDCOAST MAINE 475 PLEASANT STREET SUITE 25 LEWISTON ME 04240 530196605 501C3 19329 DISASTER SERVICES AUGUSTA BOYS & GIRLS CLUB 22 ARMORY STREET AUGUSTA ME 04330 010545750 501C3 54357 SUSPENSION PROGRAM LEGAL SERVICES FOR THE ELDERLY 5 WABON STREET AUGUSTA ME 04330 010359131 501C3 12640 ELDER ABUSE LAW PROJ AUGUSTA FOOD BANK 161 MOUNT VERNON AVENUE AUGUSTA ME 04330 010545734 501C3 17206 FOOD BANK SERVICES KENNEBEC VALLEY DENTAL COALITION 2 EVERGREEN DR OAKLAND ME 04963 010524329 501C3 28324 SLIDING FEE PROGRAM FAITH FOOD PANTRY 280 BRUNSWICK AVE GARDINER ME 04345 465402839 501C3 6858 FOOD BANK SERVICES BIG BROTHERS BIG SISTERS 60 ELM ST SUITE 100 CAMDEN ME 04843 010384833 501C3 12814 1 TO 1 MENTORING EMMANUEL LUTHERAN EPISCOPAL CHURCH DBA BRIDGING THE GAP 209 EASTERN AVE AUGUSTA ME 04330 016019292 501C3 12464 CLOTHING & PANTRY KENNEBEC VALLEY FAMILY DENTISTRY 6 EAST CHESTNUT STREET BALLARD CENTER SUITE 420 AUGUSTA ME 04330 263322306 501C3 16331 DENTAL CARE SERVICES CAPITAL AREA NEW MAINERS PO BOX 5712 AUGUSTA ME 04332 822409525 501C3 14878 COMMUNITY EDUCATION MAINE GENERAL 35 MEDICAL CENTER PARKWAY AUGUSTA ME 04330 320265031 501C3 43710 GRIEF SUPPORT GROUPS WINTHROP AREA YMCA 29 TOWN HALL LANE WINTHROP ME 04364 010186800 501C3 17215 YOUTH PROGRAMS KENNEBEC VALLEY YMCA 31 UNION ST AUGUSTA ME 04330 010211811 501C3 41110 YOUTH & TEEN SERVICE BREAD OF LIFE MINISTRIES 157 WATER ST AUGUSTA ME 04330 222717615 501C3 55915 SOUP KITCHEN+SHELTER KENNEBEC VALLEY COMMUNITY ACTION PR 97 WATER STREET WATERVILLE ME 04901 010277678 501C3 21028 TRANSPORTATION KENNEBEC BEHAVIORAL HEALTH 67 EUSTIS PARKWAY WATERVILLE ME 04901 010265559 501C3 13599 TREATMENT PROGRAM BOYS&GIRLS CLUBS OF KENNEBEC VALLEY 14 PRAY STREET GARDINER ME 04345 010344605 501C3 32453 YOUTH & FAMILY PROG. PENQUIS CAP 262 HARLOW ST PO BOX 1162 BANGOR ME 04402 016023748 501C3 5250 FOSTER GRANDPARENT SOUTH PARISH CONGREGATIONAL CHURCH 9 CHURCH ST AUGUSTA ME 04330 010226412 501C3 15000 OVERNIGHT WARMING MID-MAINE HOMELESS SHELTER 19 COLBY ST WATERVILLE ME 04901 010425115 501C3 15000 OVERNIGHT WARMING SCHEDULE I, PAGE 1, PART I, LINE 2 AN INDEPENDENT ALLOCATIONS COMMITTEE IS RESPONSIBLE FOR REVIEWING ALL APPLICATIONS AND RECOMMENDING AMOUNTS OF GRANT AWARDS BASED ON OBJECTIVE CRITERIA. THE ORIGINAL APPLICATION REQUESTING FUNDS IS PROGRAMS-BASED AND REQUIRES THE APPLICANT TO ESTIMATE THE NUMBER OF INDIVIDUALS SERVED AND THE COMMUNITIES BENEFITING FROM THE FUNDS. ANY FUTURE REQUEST FOR FUNDS REQUIRES A SUMMARY OF THE RESULTS OF THE PAST FUNDING AND SIMILAR STATISTICS NEED TO BE PROVIDED TO HELP THE ALLOCATIONS COMMITTEE ANALYZE THE BENEFITS OF THE PROGRAM. FORM 990, PAGE 2, PART III, LINE 3 IN SEPTEMBER 2022, THE BOARD OF DIRECTORS APPROVED A REDESIGNED COMMUNITY INVESTMENT PROCESS, FORMERLY KNOWN AS THE ALLOCATIONS PROCESS, WITH REVISED ELIGIBILITY REQUIREMENTS. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE MANAGER PRIOR TO FILING. A COPY IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REQUIRES ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ALL EMPLOYEES AND DIRECTORS. ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AND RESOLVED IN A TIMELY MANNER BY THE EXECUTIVE DIRECTOR OR THE BOARD OF DIRECTORS AS APPROPRIATE. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION HAS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE PUBLISHING OF THE ANNUAL REPORT. FORM 990, PART XI A PRIOR PERIOD ADJUSTMENT WAS RECOGNIZED TO CORRECT ERRORS IN CAMPAIGN REVENUE THAT RESULTED FROM REPORTING AND INPUT ERRORS IN THE ORGANIZATION'S DONOR TRACKING SOFTWARE. IN ADDITION, IT WAS DETERMINED THAT THERE WAS ADDITIONAL AGENCY TRANSACTIONS MISCLASSIFIED IN ERROR AS CAMPAIGN CONTRIBUTIONS AND DISTRIBUTIONS. LASTLY, PROVISIONS FOR UNCOLLECTIBLE PROMISES TO GIVE, BAD DEBT EXPENSE, AND CONTRIBUTIONS WERE ADJUSTED TO ALIGN WITH RECORDING REVENUES AT THE NET ESTIMATED REALIZED AMOUNT. THIS RESULTED IN A DECREASE TO OPENING NET ASSETS FOR FISCAL YEAR 2022 IN THE AMOUNT OF 52,387. FORM 990, PART XI, LINE 9 REALOCATION OF SPECIAL EVENTS EXPENSES -1,068 REALOCATION OF SPECIAL EVENTS EXPENSES 1,068