2023-11-08T14:40:15-06:00 2023-06-30 390758449 Wipfli LLP 30 Long Creek Drive South Portland ME 041062437 990 2022-07-01 043350930 University of Southern Maine Foundation UNIV 2077804708 Po Box 9300 Portland ME 041049300 Ainsley Newman Wallace President & CEO 2077804708 2023-10-24 1 Ainsley Newman Wallace 999009999 1 Patrick Nicholas CPA P00289567 2077745701 2023-10-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Ainsley Newman Wallace Po Box 9300 Portland ME 041049300 9872134 0 X www.usm.maine.edu/foundation X 1996 ME Support for the University of Southern Maine. 23 23 29 24 0 0 15144157 6684810 1488594 2159870 421294 1027454 0 0 17054045 9872134 4997336 5220695 0 0 1994209 2163254 430534 399763 1508574 299796 410375 7721875 8194087 9332170 1678047 53917918 57792646 54025 50308 53863893 57742338 To actively build and steward resources in support of the University of Southern Maine's mission of education, research, and public service and to educate the public about the activities and programs of the University of Southern Maine. 0 0 5807111 5220695 2159870 Closed the Great University Campaign, having raised $50 million for construction of the new McGoldrick Center for Career & Student Success and the in-progress Crewe Center for the Arts, and for the University's programs and student scholarships. Solicited and received donations to endow the AVANGRID David Flanagan Endowed Professorship and the Goldworth/Philbrick Endowed Scholarship for Nursing, and to establish the AVANGRID David Flanagan Memorial Endowed Scholarship in Sustainability. Continued to invest endowments prudently and responsibly in order to provide income for scholarships, professorships, staff development and operations, which all benefit the University of Southern Maine 5807111 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Vicki LaQuerre 2072288521 34 Bedford Street 4th Floor Portland ME 04101 Daniel Crewe Chair 2.00 X X 0 0 0 Stephen deCastro Vice Chair 2.00 X X 0 0 0 Timothy Griffin Treasurer 1.00 X X 0 0 0 Todd Chamberlain Secretary 2.00 X X 0 0 0 Justin Alfond Director 1.00 X 0 0 0 Kenneth A Blaschke Director 1.00 X 0 0 0 Marci Booth Director 0.00 X 0 0 0 Kelly Brewer Director 1.00 X 0 0 0 Robert H Dodge Director 1.00 X 0 0 0 Dajaun Eubanks Director 1.00 X 0 0 0 Mo Ibourk Director 1.00 X 0 0 0 Stephen Irish Director 0.00 X 0 0 0 Dan Kleban Director 1.00 X 0 0 0 Rebecca McKinnell Director 1.00 X 0 0 0 Dean Murray Director 1.00 X 0 0 0 Casey Prentice Director 1.00 X 0 0 0 John Ryan Director 1.00 X 0 0 0 Lois Skillings Director 1.00 X 0 0 0 Ray Stevens PHD Director 0.00 X 0 0 0 Linda Varrell Director 2.00 X 0 0 0 Dr Jacqueline Edmondson Director 2.00 X 0 0 0 Luc Nya Director 0.00 X 0 0 0 Kate Beever Director 1.00 X 0 0 0 Ainsley Newman Wallace President 40.00 X 172726 0 46748 Corey Hascall Vice President 40.00 X 131386 0 35958 Erin Macey Executive Director 40.00 X 111928 0 40544 416040 0 123250 3 0 1 0 Community Counseling Service Co LLC PO Box 824885 Philadelphia PA 19182 Fundraising consultant 399763 1 6684810 606001 6684810 Advancements services 900099 2159870 2159870 2159870 1027454 1027454 9872134 2159870 0 1027454 5220695 5220695 219474 42511 77891 99072 1386175 286427 483320 616428 87720 16993 31131 39596 344412 66684 122245 155483 125473 25747 43835 55891 4021 4021 19610 19610 399763 399763 50009 13880 36129 111886 22959 39089 49838 56185 11529 19629 25027 39417 8088 13771 17558 11456 2351 4002 5103 15609 3203 5453 6953 3890 798 1359 1733 98292 85246 13046 8194087 5807111 878402 1508574 16180398 15252682 9266263 10226954 240150 23862 23862 0 0 28345661 31951349 125596 121511 53917918 57792646 54025 50308 54025 50308 X 855487 857931 53008406 56884407 53863893 57742338 53917918 57792646 X 1678047 2232764 -32366 X 0 1 X 1 0 X 5447241 4927335 15240495 15144157 6684810 47444038 5447241 4927335 15240495 15144157 6684810 47444038 18054320 29389718 448991 374205 359809 421294 1027454 2631753 50075791 8186353 0.58690 0.56210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27039753 1980972 2836792 1183040 30674477 31964497 2020950 -3838007 3107687 27039753 23266221 3166994 6393912 862630 31964497 21962340 1864204 213278 773601 23266221 20261631 1925313 588722 813326 21962340 0.00000 0.96100 0.03900 1 0 23862 23862 0 0 Beneficial Interest In Char Rem Trust 1276872 F UMaine System Investment Pool 30674477 F 31951349 12072532 2232764 -32366 2200398 9872134 0 9872134 8181041 -13046 -13046 8194087 0 8194087 Part V, Line 4: ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS, PROFESSORSHIPS AND OPERATIONS. Part XI, Line 2d - Other Adjustments: Change in value of beneficial interest -32,366. Part XII, Line 2d - Other Adjustments: Bad debts provision -13,046. X X X X 1 Community Counseling Service Co LLC PO Box 824885 Philadelphia PA 191824885 Consulting 0 0 399763 -399763 399763 -399763 ME NY FL CA 1 UNIVERSITY OF SOUTHERN MAINE 14 Central St BANGOR ME 04401 016000769 4204520 0 USM programs & capital projects UNIVERSITY OF SOUTHERN MAINE 14 Central St BANGOR ME 04401 016000769 1000935 0 Endowment income gifted to USM USM Osher Map Library Foundation c/o Osher Map Library and Smith Center PO Box 9300 Portland ME 04104 843918658 0 15240 Vendor valuation and invoices Donor's gift for the purchase of rare books and maps Osher Map Library Collection 2 0 Part I, Line 2: For restricted gifts - an invoicing system is used in accordance with an operating agreement established with the University of Maine System, and consistent with the donor's intentions. For endowment income gifted - the funds are remitted to University of Maine System to be used in accordance with donor agreements. X X 0 0 0 0 0 0 0 0 0 Ainsley Newman Wallace President 172726 0 0 0 0 0 17170 0 29578 0 219474 0 0 0 Corey Hascall Vice President 131386 0 0 0 0 0 12625 0 23333 0 167344 0 0 0 Erin Macey Executive Director 111928 0 0 0 0 0 11110 0 29434 0 152472 0 0 0 Part I, Line 3 The President/CEO's compensation is determined by the board and included in their written employment contract. X 15 606001 FMV 0 1 0 Form 990, Part VI, Section B, line 11b Line 11a explanation - The return is prepared by our outside auditors in conjuction with information provided by the Foundation. The draft return is provided to the Foundation's Finance & Audit Committee for review and discussion. The final draft return is reviewed by the Foundation's finance manager and then provided to the Foundation's Board of Directors for final approval. Form 990, Part VI, Section B, line 12c All officers and directors with voting authority annually complete USM Foundation's code of ethics and conflict of interest agreements. A checklist is maintained tracking all forms received and reviewed for compliance. Form 990, Part VI, Section B, line 15a The Board of Directors reviews and approves the compensation for the President. Form 990, Part VI, Section C, line 19 The Foundation does make its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, line 9: Change in value of beneficial interest & life insurance -32,366. USM Foundation Supporting Council PO Box 9300 Portland ME 04104 814103942 Educational ME 501(c)(3) Line 5 Universtiy of SOuthern Maine Foundation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0