2024-04-22T16:43:16-04:00 2023-06-30 010440155 RUNYON KERSTEEN OUELLETTE 20 LONG CREEK DR SOUTH PORTLAND ME 04106 990 2022-07-01 010211478 HEART OF MAINE UNITED WAY HEAR 2079412800 700 MAIN STREET SUITE 1 BANGOR ME 04401 SHIRAR PATTERSON PRESIDENT & CEO 2079412800 2024-02-06 SHIRAR PATTERSON 999009999 true AMY CHASSE P00967183 2077732986 2024-02-06 2022 2023-04-26 12:10:37Z SHIRAR PATTERSON 700 MAIN STREET SUITE 1 BANGOR ME 04401 2467374 false X HOMEUNITEDWAY.ORG X 1937 ME SINCE 1937, HEART OF MAINE UNITED WAY (HOMEUW) HAS BEEN MOBILIZING THE CARING POWER OF PEOPLE AND COMMUNITIES THROUGHOUT HANCOCK, PENOBSCOT, PISCATAQUIS, WALDO, SOMERSET, AND WASHINGTON COUNTIES TO PROVIDE ESSENTIAL SERVICES AND IDENTIFY SOLUTIONS AIMED AT CREATING LASTING CHANGES TO THE ROOT CAUSES OF THE COMMUNITY'S MOST PRESSING NEEDS. HOMEUW IS FOCUSED ON IMPROVING BASIC NEEDS, SUBSTANCE USE DISORDER AND EARLY CHILDHOOD DEVELOPMENT. WE ACCOMPLISH OUR RESULTS BY BRINGING TOGETHER SUBJECT EXPERTS, BUSINESS LEADERS, DONORS, NEIGHBORHOODS, AND MEMBERS OF LOCAL NONPROFIT AGENCIES. THESE COMMUNITY MEMBERS HELP IDENTIFY OUR COMMUNITY'S MOST CRITICAL SOCIAL ISSUES. IN FORMING THESE PARTNERSHIPS, WE ARE BETTER ABLE TO ADDRESS THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND PREVENT THEM FROM HAPPENING. HOMEUW RAISES FUNDS FROM THE COMMUNITY TO ADDRESS THE UNDERLYING ROOT CAUSE OF THE COMMUNITY'S MOST PRESSING ISSUES. IN THE PAST YEAR MORE THAN 120,000 INDIVIDUALS WERE SUPPORTED THROUG 15 14 12 573 0 2541275 1900849 0 412371 409431 36030 118660 2989676 2428940 1242736 967633 0 656453 699422 0 512210 351095 637150 2250284 2304205 739392 124735 5339304 5478549 687949 725974 4651355 4752575 X SINCE 1937, HEART OF MAINE UNITED WAY (HOMEUW) HAS BEEN MOBILIZING THE CARING POWER OF PEOPLE AND COMMUNITIES THROUGHOUT HANCOCK, PENOBSCOT, PISCATAQUIS, WALDO, SOMERSET, AND WASHINGTON COUNTIES TO PROVIDE ESSENTIAL SERVICES AND IDENTIFY SOLUTIONS AIMED AT CREATING LASTING CHANGES TO THE ROOT CAUSES OF THE COMMUNITY'S MOST PRESSING NEEDS. HOMEUW IS FOCUSED ON IMPROVING BASIC NEEDS, SUBSTANCE USE DISORDER AND EARLY CHILDHOOD DEVELOPMENT. WE ACCOMPLISH OUR RESULTS BY BRINGING TOGETHER SUBJECT EXPERTS, BUSINESS LEADERS, DONORS, NEIGHBORHOODS, AND MEMBERS OF LOCAL NONPROFIT AGENCIES. THESE COMMUNITY MEMBERS HELP IDENTIFY OUR COMMUNITY'S MOST CRITICAL SOCIAL ISSUES. IN FORMING THESE PARTNERSHIPS, WE ARE BETTER ABLE TO ADDRESS THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND PREVENT THEM FROM HAPPENING. HOMEUW RAISES FUNDS FROM THE COMMUNITY TO ADDRESS THE UNDERLYING ROOT CAUSE OF THE COMMUNITY'S MOST PRESSING ISSUES. IN THE PAST YEAR MORE THAN 120,000 INDIVIDUALS WERE SUPPORTED THROUG false false 1069697 1069697 OPPORTUNITY 2028 - THROUGH THE COMMUNITY GRANTING PROCESS, 40 COMMUNITY- BASED PROGRAMS IMPACT THE LIVES OF 27,000+ RESIDENTS ACROSS OUR SIX-COUNTY REGION. AS THE LARGEST PRIVATE FUNDER IN THE AREA, HOMEUW MANAGES 717,500 IN GRANTS FOR 40 PROGRAMS TO MEET BASIC NEEDS AND PROMOTE SELF-SUFFICIENCY; PREVENT, TREAT AND SUPPORT RECOVERY FROM SUBSTANCE USE DISORDER; AND ENSURE THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES. ADDITIONALLY, 90,000+ RESIDENTS OF OUR SIX-COUNTY REGION ARE SERVED THROUGH ONE OF OUR MANY HOMEUW INITATIVES. IN ALL, HOMEUW HELPS SUPPORT 1-IN-3 OF OUR NEIGHBORS EACH YEAR. THE COMMUNITY MAPPING PROCESS ALLOWS HOMEUW TO IDENTIFY THE AREAS IN WHICH IT HAS A UNIQUE POSITION TO LEVERAGE RELATIONSHIPS AND COMMUNITY RESOURCES TO CREATE SOLUTIONS THROUGH COLLECTIVE IMPACT. THESE ONGOING COMMUNITY CONVERSATIONS LED HOMEUW TO EVOLVE THEIR COMMUNITY IMPACT WORK THROUGH A COLLECTIVE IMPACT PLAN KNOWN AS OPPORTUNITY 2028. THESE ARE ISSUES THAT HAVE MULTIPLE CAUSES AND CAN'T BE SOLVED WITH A QUICK-FIX SOLUTION. HOMEUW WORKS TO ADDRESS THE ISSUE AT ITS CORE. WITH DONORS, VOLUNTEERS, AND LIKE-MINDED ORGANIZATIONS, UNITED WAY COORDINATES EFFORTS AROUND CLEAR GOALS TO CREATE LASTING CHANGE THAT WILL IMPROVE LIVES AND COMMUNITY CONDITIONS TODAY AND FOR FUTURE GENERATIONS. THE GOALS OF OPPORTUNITY 2028 INCLUDE: MEETING BASIC NEEDS AND PROMOTING SELF-SUFFICIENCY BY MOVING 10,746 PEOPLE OUT OF POVERTY BY 2028 PREVENTING, TREATING AND SUPPORTING RECOVERY FROM SUBSTANCE USE DISORDER, ELIMINATING DEATHS DUE TO SUBSTANCE USE DISORDER BY 2028. ASSURING THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES BY INCREASING THE PERCENT OF CHILDREN READING PROFICIENTLY AT THE END OF THIRD GRADE TO 58% BY 2028. 13773 VOLUNTEERISM - THROUGH AN ONLINE DATABASE (VOLUNTEERME.UNITEDWAY.ORG) VOLUNTEERS ARE MATCHED TO MEANINGFUL OPPORTUNITIES THROUGHOUT THE REGION. ADDITIONALLY, VOLUNTEERME OFFERS CAPACITY BUILDING AND TECHNICAL SUPPORT FOR AGENCIES THAT UTILIZE VOLUNTEERS BY PROVIDING REGULAR TRAINING OPPORTUNITIES, VOLUNTEER MANAGEMENT RESOURCES AND PEER TO PEER NETWORKING. HOMEUW IS ALSO RESPONSIBLE FOR COORDINATING AN ANNUAL WEEK OF ACTION TO ASSIST NONPROFITS IN THE REGION WITH ONE-DAY SERVICE PROJECTS THAT THEY OTHERWISE MAY NOT HAVE THE CAPACITY TO COMPLETE. 55152 211 - HOMEUW SUPPORTS 2-1-1 MAINE FOR THE 5-COUNTY AREA IT SERVES. 2-1-1 IS A COMPREHENSIVE STATEWIDE DIRECTORY OF OVER 10,000 HEALTH AND HUMAN SERVICES AVAILABLE IN MAINE. THE TOLL FREE 2-1-1 HOTLINE IS CONFIDENTIAL AND ANONYMOUS AND CONNECTS CALLERS TO TRAINED CALL SPECIALISTS WHO CAN HELP 24 HOURS A DAY, 7 DAYS A WEEK. FINDING THE ANSWERS TO HEALTH AND HUMAN SERVICES QUESTIONS AND LOCATING RESOURCES IS AS QUICK AND EASY AS DIALING 2-1-1, TEXTING YOUR ZIP CODE TO 898-211, OR BY VISITING 211MAINE.ORG. 211 PROVIDES HOMEUW WITH UP-TO-DATE DATA AROUND COMMUNITY NEEDS AND UNMET NEEDS ON A MONTHLY BASIS. WHILE CALL VOLUME AND TYPE VARY FROM MONTH TO MONTH THE TOP CALL CATEGORIES FOR THE PAST SEVERAL YEARS HAVE INCLUDED HEATING ASSISTANCE, UTILITIES ASSISTANCE, HOUSING, BASIC NEEDS-FOOD, MENTAL HEALTH SERVICES, HEALTH CARE/HEALTH INSURANCE, AND SUBSTANCE ABUSE SERVICES. CALL VOLUME SPIKES FOR HEATING ASSISTANCE SEPTEMBER THROUGH MARCH WITH HEATING ASSISTANCE CALLS OFTEN MAKING UP 60 - 70% OF THE CALLS. ADDITIONALLY, 211 RECEIVES CALLS FOR SEASONAL SERVICE NEEDS (THANKSGIVING AND CHRISTMAS), TAX SERVICES (JANUARY-MARCH), AND WEATHER-RELATED DISASTERS (I.E. ICE STORMS). 576597 166094 OTHERS - NEIGHBORS UNITED - THIS INITIATIVE LEVERAGES HOMEUW'S CONNECTIONS IN THE BUSINESS AND NONPROFIT SECTORS TO HELP PROVIDE NEEDED SUPPLIES TO RESIDENTS ACROSS OUR SIX-COUNTIES. HOMEUW WORKS WITH NONPROFITS AND BUSINESSES TO CONNECT THOSE IN NEED OF SUPPLIES WITH THOSE WILLING TO DONATE THE NEEDED ITEMS THROUGH OUR NEIGHBORS UNITED DRIVES. IN THE LAST YEAR, HOMEUW HELPED OUR NEIGHBORS IN NEED OBTAIN OVER 75,000 WORTH OF GOODS (DIAPERS, SOCKS, TOOTHBRUSHES, SCHOOL SUPPLIES ETC.) VIA DONATIONS AND NEIGHBORS UNITED DRIVES. SINGLECARE - UNITED WAY IS THE OFFICIAL PARTNER OF SINGLECARE COMMUNITY SERVICE PARTNERSHIP. HOMEUW DISTRIBUTES PHARMACY DISCOUNT CARDS AT NO CHARGE TO ORGANIZATIONS AND INDIVIDUALS. SINGLECARE CARDS SAVE ROUGHLY 500,000 ANNUALLY IN PRESCRIPTION COSTS FOR NEARLY 4,000 INDIVIDUALS. FUEL ASSISTANCE FUND -THIS INITIATIVE PROVIDES SMALL GRANTS THAT HELP FAMILIES STAY SAFE THROUGH THE WINTER BY PROVIDING FUNDS FOR EMERGENCY HEATING ASSISTANCE, ENERGY AUDITS, WINTERIZATION, WEATHERIZATION, AND HANDS-ON TRAINING IN ENERGY SAVINGS METHODS. IN THE PAST YEAR, THIS PROGRAM PROVIDED 30,000 IN GRANTS TO NON-PROFITS IN HOMEUW'S SERVICE AREA TO HELP LOCAL FAMILIES AND INDIVIDUALS IN NEED OF EMERGENCY ASSISTANCE. FOOD SECURITY - HOMEUW HAS HAD A LONG-STANDING FOCUS ON FOOD SECURITY THROUGH PROGRAMS LIKE THE FEMA EMERGENCY FOOD & SHELTER PROGRAM (EFSP), THE NATIONAL ASSOCIATION OF LETTER CARRIERS (NALC) FOOD DRIVE, AND HOMEUW'S FOOD DRIVES. HOMEUW IS COMMITTED TO RAISING THE RESOURCES NECESSARY TO MEET THE IMMEDIATE FOOD SECURITY NEEDS FOR THE REGION WHILE ADDRESSING THE UNDERLYING CAUSES OF HUNGER AND WORKING WITH PARTNERS TO STRENGTHEN THE FOOD SECURITY NETWORK. HOMEUW ADMINISTERED OVER 200,000 IN FEDERAL EFSP AIDE TO ORGANIZATIONS WITHIN PENOBSCOT & SOMERSET COUNTY IN THE LAST YEAR. OVER THE PAST 10 YEARS THE NALC FOOD DRIVE HAS GENERATED OVER 1 MILLION POUNDS OF FOOD, TRANSLATING INTO NEARLY 825,000 MEALS VALUED OVER 1.9 MILLION DOLLARS. THE BUNDLE PROJECT -BUNDLE IS A COLLABORATIVE COMMUNITY- BASED PROJECT DEDICATED TO CONNECTING AND SUPPORTING FAMILIES IN THE MAINE HIGHLANDS AND FOCUSED ON THE WELL-BEING OF YOUNG CHILDREN, EXPECTING PARENTS, AND CAREGIVERS. THIS PROJECT COMBINES A USER-FRIENDLY WEBSITE WITH A COMMUNITY-BASED EFFORT, MAKING IT EASIER FOR FAMILIES TO ACCESS THE SUPPORT THEY NEED. AS PART OF THE BUNDLE PROJECT, EVERY NEWBORN AND THEIR CAREGIVER ACROSS THE MAINE HIGHLANDS WILL RECEIVE 4 BUNDLE BOXES AT THEIR HEALTHCARE PROVIDER. EACH BUNDLE BOX CONTAINS CAREFULLY SELECTED ITEMS THAT CATER TO THE AGE-APPROPRIATE DEVELOPMENTAL NEEDS OF THE CHILD, AND THE WELLBEING OF THE CAREGIVER. WHILE BUNDLE ORIGINATED IN THE MAINE HIGHLANDS COMMUNITY, OUR VISION IS FOR OTHER COMMUNITIES TO IMPLEMENT THE BUNDLE PROJECT AND PROVIDE A POSITIVE IMPACT ON FAMILIES ACROSS THE STATE AND COUNTRY. 576597 166094 1715219 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 true true false true false false false false false false false false true 7 0 true 12 true false false false false false false false false X 15 14 false false false false false false false true true false false true true true true true true true false false X X X SHIRAR PATTERSON 2079412800 700 MAIN STREET SUITE 1 BANGOR ME 04401 ERIN BARRY CHAIR 1.00 X X 0 0 0 JESSAMINE POTTLE VICE CHAIR 1.00 X X 0 0 0 KRISTEN PERRY TREASURER 1.00 X X 0 0 0 DOUG MICHAEL SECRETARY 1.00 X X 0 0 0 PAT KIMBALL DIRECTOR 1.00 X X 0 0 0 RON RUSSELL DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SHAW DIRECTOR 1.00 X 0 0 0 SHIRAR PATTERSON PRESIDENT & 40.00 X 106010 0 10442 WENDY DURRAH DIRECTOR 1.00 X 0 0 0 GERRY FORD DIRECTOR 1.00 X 0 0 0 KENDRA OVERLOCK DIRECTOR 1.00 X 0 0 0 SUE MACKEY ANDREWS DIRECTOR 1.00 X 0 0 0 DEB SANFORD DIRECTOR 1.00 X 0 0 0 PAIGE WILCOX DIRECTOR 1.00 X 0 0 0 MATT DEXTER DIRECTOR 1.00 X 0 0 0 DEBBIE LAURIE DIRECTOR 1.00 X 0 0 0 106010 10442 1 false false false 27000 2282 1871567 194936 1900849 220522 220522 202235 13326 188909 188909 188909 27000 25108 -25108 OTHER INCOME 900099 95572 95572 SERVICE FEES 900099 48196 48196 143768 2428940 143768 409431 967633 967633 116754 53287 6799 56668 472818 218578 20679 233561 13259 4998 3368 4893 49832 15701 14377 19754 46759 15492 13052 18215 600 600 75716 75716 5588 5588 84296 74548 6458 3290 40581 15952 559 24070 2198 2198 61976 29184 675 32117 8803 4700 1043 3060 547 252 295 19721 9063 10658 4153 1908 2245 6927 2886 4041 OTHER ASSISTANCE 268158 268158 LICENSES AND FEES 32655 17406 975 14274 STAFF TRAINING 20974 13688 144 7142 DUES AND SUBSCRIPTIONS 2535 1326 261 948 1722 459 1263 2304205 1715219 76776 512210 30559 195329 732200 364904 464196 449138 85614 45019 28597 37222 139360 132215 11299 7145 3617032 3915235 369807 464557 5339304 5478549 85012 74636 602937 651338 687949 725974 X 1054697 1109660 3596658 3642915 4651355 4752575 5339304 5478549 X 124735 41173 -64688 X false true X true false X 2147017 2468160 2477823 2541275 1900849 11535124 2147017 2468160 2477823 2541275 1900849 11535124 11535124 156838 160835 206383 206719 220522 951297 12486421 274390 0.92380 0.93090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2710604 10500 380259 127453 2973910 3601441 12542 -768086 135293 2710604 3074764 657081 130404 3601441 3174055 9967 25442 134700 3074764 3241657 3000 131008 201610 3174055 0.06700 0.79040 0.14260 true false 139360 132215 7145 7145 BENEFICIAL INTERESTS IN PERPETUAL TR 381983 RIGHT OF USE ASSET - OPERATING 61744 RIGHT OF USE ASSET - FINANCING 12436 CASH SURRENDER VALUE OF LIFE INSURAN 8394 464557 ALLOCATIONS PAYABLE 361326 DESIGNATIONS PAYABLE 215867 RIGHT OF USE LIABILITY - OPERATING 61744 RIGHT OF USE LIABILITY - FINANCING 12401 651338 X 2157734 41173 6494 19702 67369 2090365 5588 332987 338575 2428940 2056514 6494 6494 2050020 5588 248597 254185 2304205 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF PERPETUAL TRUSTS 19,702 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 248,597 PROVISIONS FOR UNCOLLECTIBLES 84,390 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 248,597 SPONSORSHIPS 27000 27000 5478 19630 27000 27000 5478 19630 25108 -25108 true UNITED WAY OF SOUTHERN MAINE 550 FOREST AVE SUITE 100 PORTLAND ME 04101 010241767 501C3 34737 EDU, INC, HEALTH 211 MAINE - UNITED WAY OF SO ME 50 LYDIA LANE SOUTH PORTLAND ME 04106 300194364 501C3 55152 EDU, INC, HEALTH BANGOR AREA RECOVERY NETWORK 142 CENTER STREET BANGOR ME 04401 270363459 501C3 39316 EDU, INC, HEALTH BANGOR YMCA 17 SECOND STREET BANGOR ME 04401 010211485 501C3 58570 EDU, INC, HEALTH COMMUNITY HEALTH CHARITIES OF MAINE PO BOX 75153 BALTIMORE MD 212755153 222478946 501C3 6053 EDU, INC, HEALTH EASTERN AREA AGENCY ON AGING 240 STATE STREET BREWER ME 04412 010328376 501C3 40680 EDU, INC, HEALTH GOOD SAMARITAN AGENCY 100 RIDGEWOOD DRIVE BANGOR ME 04401 010211507 501C3 50370 EDU, INC, HEALTH GOOD SHEPHERD FOOD BANK PO BOX 1807 AUBURN ME 04211 222986809 501C3 10226 EDU, INC, HEALTH HABITAT FOR HUMANITY 382 HARLOW STREET BANGOR ME 04401 010441147 501C3 31534 EDU, INC, HEALTH HEALTHY ACADIA 140 STATE STREET 1 ELLSWORTH ME 04605 270548057 501C3 30923 EDU, INC, HEALTH HEALTHY PENINSULA PO BOX 945 BLUE HILL ME 04614 812799943 501C3 13199 EDU, INC, HEALTH LITERACY VOLUNTEERS OF BANGOR 354 HOGAN ROAD BANGOR ME 04401 237409749 501C3 24908 EDU, INC, HEALTH NEW HOPE FOR WOMEN PO BOX A ROCKLAND ME 04841 010377246 501C3 17065 EDU, INC, HEALTH OHI 25 FREEDOM PARKWAY HERMON ME 04401 010362709 501C3 8659 EDU, INC, HEALTH PARTNERS FOR PEACE PO BOX 653 BANGOR ME 04402 010358090 501C3 40686 EDU, INC, HEALTH PENOBSCOT COMMUNITY HEALTH CENTER 103 MAINE AVENUE BANGOR ME 04401 010514750 501C3 40000 EDU, INC, HEALTH PENQUIS 262 HARLOW STREET BANGOR ME 04401 016023748 501C3 50822 EDU, INC, HEALTH SHAW HOUSE PO BOX 936 BANGOR ME 04402 010495262 501C3 15996 EDU, INC, HEALTH SPECTRUM GENERATIONS ONE WESTON COURT SUITE 109 AUGUSTA ME 043305543 010318051 501C3 18803 EDU, INC, HEALTH UNITED WAY OF AROOSTOOK COUNTY 830 MAIN STREET UNIT 4 PRESQUE ISLE ME 047692277 237147455 501C3 38567 EDU, INC, HEALTH BANGOR AREA HOMELESS SHELTER 263 MAIN STREET BANGOR ME 04401 010412267 501C3 39316 EDU, INC, HEALTH BIG BROTHERS BIG SISTERS OF MID-ME 66 ELM ST STE 100 CAMDEN ME 04843 010384833 501C3 6159 EDU, INC, HEALTH BOYS AND GIRLS CLUB OF BANGOR 161 DAVIS RD BANGOR ME 04401 473408508 501C3 9328 EDU, INC, HEALTH CATHOLIC CHARITIES OF MAINE PO BOX 10660 PORTLAND ME 04104 010280225 501C3 7326 EDU, INC, HEALTH CHRISTINE B FOUNDATION 304 HANCOCK ST BANGOR ME 04401 472350705 501C3 11676 EDU, INC, HEALTH COMMUNITY CARE PO BOX 936 BANGOR ME 04402 010534548 501C3 47404 EDU, INC, HEALTH FAMILY VIOLENCE PROJECT PO BOX 304 AUGUSTA ME 04332 010360714 501C3 8877 EDU, INC, HEALTH FOOD AND MEDICINE 20 IVERS ST BREWER ME 04412 270565468 501C3 19000 EDU, INC, HEALTH GOOD WILL - HINCKLEY PO BOX 159 16 PRESCOTT DR HINCKLEY ME 04944 010211508 501C3 9194 EDU, INC, HEALTH HEALTH EQUITY ALLIANCE 304 HANCOCK ST SUITE 3B BANGOR ME 04401 010441229 501C3 37760 EDU, INC, HEALTH KENNEBEC BEHAVORIAL HEALTH 67 EUSTIS PKWY WATERVILLE ME 04901 611419905 501C3 9784 EDU, INC, HEALTH LEGAL SERVICES FOR THE ELDERLY 5 WABON STREET AUGUSTA ME 04330 010359131 501C3 8260 EDU, INC, HEALTH LOAVES & FISHES FOOD PANTRY PO BOX 1672 ELLSWORTH ME 04605 010538609 501C3 26464 EDU, INC, HEALTH MAINE YOUTH ALLIANCE DBA GAME LOFT 78A MAIN STREET BELFAST ME 04915 900857900 501C3 8000 EDU, INC, HEALTH MAINESHARE 56 NORTH ST SUITE 100 PORTLAND ME 04101 010444245 501C3 5853 EDU, INC, HEALTH SAINT ANDRE HOME 436 SOUTH MAIN STREET BREWER ME 04112 237388619 501C3 8000 EDU, INC, HEALTH THE WELCOME TABLE FIRST CONGREGATIONAL CHURCH PO BOX 12 ELLSWORTH ME 04605 237315267 501C3 5256 EDU, INC, HEALTH UCP OF MAINE 700 MOUNT HOPE AVE STE 320 BANGOR ME 04401 237193853 501C3 8397 EDU, INC, HEALTH UNITED WAY OF KENNEBEC VALLEY 121 COMMERCIAL ST AUGUSTA ME 04330 016004404 501C3 10313 EDU, INC, HEALTH UNIVERSITY OF MAINE FOUNDATION 2 ALUMNI PLACE ORONO ME 04469 016011501 501C3 15000 EDU, INC, HEALTH WABANAKI PUBLIC HEALTH & WELLNESS PO BOX 1356 BANGOR ME 04402 011201458 501C3 40000 EDU, INC, HEALTH 40 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION COLLABORATES WITH ITS AGENCY PARTNERS DURING THE YEAR. VOLUNTEERS REVIEW FUNDED PROGRAMS SEMI-ANNUALLY TO DETERMINE PROGRESS TOWARD THE GOALS AND OUTCOMES UPON WHICH GRANTS ARE AWARDED. NON-AGENCY PARTNERS MUST PROVIDE PROOF THAT THEY ARE EXEMPT ORGANIZATIONS. SUTHERLAND WESTON ELIZABETH S. 2085 MARKETING EXPENSES false PAIGE WILCOX SISTER-IN-LAW BOARD MEMBER false MATT DEXTER INVST PARTNER 10000 GRANT FUNDING false SCHEDULE L, PART V SUTHERLAND WESTON PROVIDES MARKETING SERVICES FOR THE ORGANIZATION. ELIZABETH SUTHERLAND, A PARTNER AT SUTHERLAND WESTON, SERVED AS A PAST MEMBER OF THE BOARD. PAIGE WILCOX SERVES ON THE BOARD AND IS THE SISTER-IN-LAW TO MATT DONAHUE, THE VICE PRESIDENT AND CHIEF IMPACT OFFICER FOR THE ORGANIZATION. MATT DEXTER IS THE EXECUTIVE DIRECTOR AND FOUNDER OF THE CHRISTINE B. FOUNDATION. THE ORGANIZATION RECEIVES ALLOCATION GRANT FUNDING FROM HOME UW. X 6 22348 MARKET VALUE X HEAT PUMP, GC 1 6494 MARKET VALUE X FOOD 1 86165 MARKET VALUE X BASIC NEEDS 1 79929 MARKET VALUE false true false FORM 990 - ORGANIZATION'S MISSION SINCE 1937, HEART OF MAINE UNITED WAY (HOMEUW) HAS BEEN MOBILIZING THE CARING POWER OF PEOPLE AND COMMUNITIES THROUGHOUT HANCOCK, PENOBSCOT, PISCATAQUIS, WALDO, SOMERSET, AND WASHINGTON COUNTIES TO PROVIDE ESSENTIAL SERVICES AND IDENTIFY SOLUTIONS AIMED AT CREATING LASTING CHANGES TO THE ROOT CAUSES OF THE COMMUNITY'S MOST PRESSING NEEDS. HOMEUW IS FOCUSED ON IMPROVING BASIC NEEDS, SUBSTANCE USE DISORDER AND EARLY CHILDHOOD DEVELOPMENT. WE ACCOMPLISH OUR RESULTS BY BRINGING TOGETHER SUBJECT EXPERTS, BUSINESS LEADERS, DONORS, NEIGHBORHOODS, AND MEMBERS OF LOCAL NONPROFIT AGENCIES. THESE COMMUNITY MEMBERS HELP IDENTIFY OUR COMMUNITY'S MOST CRITICAL SOCIAL ISSUES. IN FORMING THESE PARTNERSHIPS, WE ARE BETTER ABLE TO ADDRESS THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND PREVENT THEM FROM HAPPENING. HOMEUW RAISES FUNDS FROM THE COMMUNITY TO ADDRESS THE UNDERLYING ROOT CAUSE OF THE COMMUNITY'S MOST PRESSING ISSUES. IN THE PAST YEAR MORE THAN 120,000 INDIVIDUALS WERE SUPPORTED THROUGH THE EFFORTS OF HOMEUW, WHICH REPRESENTS 1 IN 3 RESIDENTS ACROSS OUR REGION. FOR MORE INFORMATION ON HOMEUW AND OUR WORK VISIT WWW.HOMEUNITEDWAY.ORG OR CALL US AT (207)941-2800. FORM 990, PAGE 2, PART III, LINE 4A OPPORTUNITY 2028 - THROUGH THE COMMUNITY GRANTING PROCESS, 40 COMMUNITY- BASED PROGRAMS IMPACT THE LIVES OF 27,000+ RESIDENTS ACROSS OUR SIX-COUNTY REGION. AS THE LARGEST PRIVATE FUNDER IN THE AREA, HOMEUW MANAGES 717,500 IN GRANTS FOR 40 PROGRAMS TO MEET BASIC NEEDS AND PROMOTE SELF-SUFFICIENCY; PREVENT, TREAT AND SUPPORT RECOVERY FROM SUBSTANCE USE DISORDER; AND ENSURE THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES. ADDITIONALLY, 90,000+ RESIDENTS OF OUR SIX-COUNTY REGION ARE SERVED THROUGH ONE OF OUR MANY HOMEUW INITATIVES. IN ALL, HOMEUW HELPS SUPPORT 1-IN-3 OF OUR NEIGHBORS EACH YEAR. THE COMMUNITY MAPPING PROCESS ALLOWS HOMEUW TO IDENTIFY THE AREAS IN WHICH IT HAS A UNIQUE POSITION TO LEVERAGE RELATIONSHIPS AND COMMUNITY RESOURCES TO CREATE SOLUTIONS THROUGH COLLECTIVE IMPACT. THESE ONGOING COMMUNITY CONVERSATIONS LED HOMEUW TO EVOLVE THEIR COMMUNITY IMPACT WORK THROUGH A COLLECTIVE IMPACT PLAN KNOWN AS OPPORTUNITY 2028. THESE ARE ISSUES THAT HAVE MULTIPLE CAUSES AND CAN'T BE SOLVED WITH A QUICK-FIX SOLUTION. HOMEUW WORKS TO ADDRESS THE ISSUE AT ITS CORE. WITH DONORS, VOLUNTEERS, AND LIKE-MINDED ORGANIZATIONS, UNITED WAY COORDINATES EFFORTS AROUND CLEAR GOALS TO CREATE LASTING CHANGE THAT WILL IMPROVE LIVES AND COMMUNITY CONDITIONS TODAY AND FOR FUTURE GENERATIONS. THE GOALS OF OPPORTUNITY 2028 INCLUDE: MEETING BASIC NEEDS AND PROMOTING SELF-SUFFICIENCY BY MOVING 10,746 PEOPLE OUT OF POVERTY BY 2028 PREVENTING, TREATING AND SUPPORTING RECOVERY FROM SUBSTANCE USE DISORDER, ELIMINATING DEATHS DUE TO SUBSTANCE USE DISORDER BY 2028. ASSURING THAT ALL CHILDREN HAVE QUALITY EARLY LEARNING EXPERIENCES BY INCREASING THE PERCENT OF CHILDREN READING PROFICIENTLY AT THE END OF THIRD GRADE TO 58% BY 2028. FORM 990, PAGE 2, PART III, LINE 4C 211 - HOMEUW SUPPORTS 2-1-1 MAINE FOR THE 5-COUNTY AREA IT SERVES. 2-1-1 IS A COMPREHENSIVE STATEWIDE DIRECTORY OF OVER 10,000 HEALTH AND HUMAN SERVICES AVAILABLE IN MAINE. THE TOLL FREE 2-1-1 HOTLINE IS CONFIDENTIAL AND ANONYMOUS AND CONNECTS CALLERS TO TRAINED CALL SPECIALISTS WHO CAN HELP 24 HOURS A DAY, 7 DAYS A WEEK. FINDING THE ANSWERS TO HEALTH AND HUMAN SERVICES QUESTIONS AND LOCATING RESOURCES IS AS QUICK AND EASY AS DIALING 2-1-1, TEXTING YOUR ZIP CODE TO 898-211, OR BY VISITING 211MAINE.ORG. 211 PROVIDES HOMEUW WITH UP-TO-DATE DATA AROUND COMMUNITY NEEDS AND UNMET NEEDS ON A MONTHLY BASIS. WHILE CALL VOLUME AND TYPE VARY FROM MONTH TO MONTH THE TOP CALL CATEGORIES FOR THE PAST SEVERAL YEARS HAVE INCLUDED HEATING ASSISTANCE, UTILITIES ASSISTANCE, HOUSING, BASIC NEEDS-FOOD, MENTAL HEALTH SERVICES, HEALTH CARE/HEALTH INSURANCE, AND SUBSTANCE ABUSE SERVICES. CALL VOLUME SPIKES FOR HEATING ASSISTANCE SEPTEMBER THROUGH MARCH WITH HEATING ASSISTANCE CALLS OFTEN MAKING UP 60 - 70% OF THE CALLS. ADDITIONALLY, 211 RECEIVES CALLS FOR SEASONAL SERVICE NEEDS (THANKSGIVING AND CHRISTMAS), TAX SERVICES (JANUARY-MARCH), AND WEATHER-RELATED DISASTERS (I.E. ICE STORMS). FORM 990, PAGE 2, PART III, LINE 4D OTHERS - NEIGHBORS UNITED - THIS INITIATIVE LEVERAGES HOMEUW'S CONNECTIONS IN THE BUSINESS AND NONPROFIT SECTORS TO HELP PROVIDE NEEDED SUPPLIES TO RESIDENTS ACROSS OUR SIX-COUNTIES. HOMEUW WORKS WITH NONPROFITS AND BUSINESSES TO CONNECT THOSE IN NEED OF SUPPLIES WITH THOSE WILLING TO DONATE THE NEEDED ITEMS THROUGH OUR NEIGHBORS UNITED DRIVES. IN THE LAST YEAR, HOMEUW HELPED OUR NEIGHBORS IN NEED OBTAIN OVER 75,000 WORTH OF GOODS (DIAPERS, SOCKS, TOOTHBRUSHES, SCHOOL SUPPLIES ETC.) VIA DONATIONS AND NEIGHBORS UNITED DRIVES. SINGLECARE - UNITED WAY IS THE OFFICIAL PARTNER OF SINGLECARE COMMUNITY SERVICE PARTNERSHIP. HOMEUW DISTRIBUTES PHARMACY DISCOUNT CARDS AT NO CHARGE TO ORGANIZATIONS AND INDIVIDUALS. SINGLECARE CARDS SAVE ROUGHLY 500,000 ANNUALLY IN PRESCRIPTION COSTS FOR NEARLY 4,000 INDIVIDUALS. FUEL ASSISTANCE FUND -THIS INITIATIVE PROVIDES SMALL GRANTS THAT HELP FAMILIES STAY SAFE THROUGH THE WINTER BY PROVIDING FUNDS FOR EMERGENCY HEATING ASSISTANCE, ENERGY AUDITS, WINTERIZATION, WEATHERIZATION, AND HANDS-ON TRAINING IN ENERGY SAVINGS METHODS. IN THE PAST YEAR, THIS PROGRAM PROVIDED 30,000 IN GRANTS TO NON-PROFITS IN HOMEUW'S SERVICE AREA TO HELP LOCAL FAMILIES AND INDIVIDUALS IN NEED OF EMERGENCY ASSISTANCE. FOOD SECURITY - HOMEUW HAS HAD A LONG-STANDING FOCUS ON FOOD SECURITY THROUGH PROGRAMS LIKE THE FEMA EMERGENCY FOOD & SHELTER PROGRAM (EFSP), THE NATIONAL ASSOCIATION OF LETTER CARRIERS (NALC) FOOD DRIVE, AND HOMEUW'S FOOD DRIVES. HOMEUW IS COMMITTED TO RAISING THE RESOURCES NECESSARY TO MEET THE IMMEDIATE FOOD SECURITY NEEDS FOR THE REGION WHILE ADDRESSING THE UNDERLYING CAUSES OF HUNGER AND WORKING WITH PARTNERS TO STRENGTHEN THE FOOD SECURITY NETWORK. HOMEUW ADMINISTERED OVER 200,000 IN FEDERAL EFSP AIDE TO ORGANIZATIONS WITHIN PENOBSCOT & SOMERSET COUNTY IN THE LAST YEAR. OVER THE PAST 10 YEARS THE NALC FOOD DRIVE HAS GENERATED OVER 1 MILLION POUNDS OF FOOD, TRANSLATING INTO NEARLY 825,000 MEALS VALUED OVER 1.9 MILLION DOLLARS. THE BUNDLE PROJECT -BUNDLE IS A COLLABORATIVE COMMUNITY- BASED PROJECT DEDICATED TO CONNECTING AND SUPPORTING FAMILIES IN THE MAINE HIGHLANDS AND FOCUSED ON THE WELL-BEING OF YOUNG CHILDREN, EXPECTING PARENTS, AND CAREGIVERS. THIS PROJECT COMBINES A USER-FRIENDLY WEBSITE WITH A COMMUNITY-BASED EFFORT, MAKING IT EASIER FOR FAMILIES TO ACCESS THE SUPPORT THEY NEED. AS PART OF THE BUNDLE PROJECT, EVERY NEWBORN AND THEIR CAREGIVER ACROSS THE MAINE HIGHLANDS WILL RECEIVE 4 BUNDLE BOXES AT THEIR HEALTHCARE PROVIDER. EACH BUNDLE BOX CONTAINS CAREFULLY SELECTED ITEMS THAT CATER TO THE AGE-APPROPRIATE DEVELOPMENTAL NEEDS OF THE CHILD, AND THE WELLBEING OF THE CAREGIVER. WHILE BUNDLE ORIGINATED IN THE MAINE HIGHLANDS COMMUNITY, OUR VISION IS FOR OTHER COMMUNITIES TO IMPLEMENT THE BUNDLE PROJECT AND PROVIDE A POSITIVE IMPACT ON FAMILIES ACROSS THE STATE AND COUNTRY. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD RECEIVES A COPY OF THE 990 TO BE FILED. THE FINANCE COMMITTEE REVIEWS THE 990 AND MAKES INQUIRIES OR COMMENTS FOR EDITS BEFORE THE 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, BOARD MEMBERS ARE ASKED TO SIGN THE CONFLICT OF INTEREST POLICY DECLARING ANY CONFLICTS THEY OR FAMILY MEMBERS HAVE. A GRID WITH THE RESPONSES IS GIVEN TO THE BOARD CHAIR AND GOVERNANCE COMMITTEE CHAIR. AT THE START OF EACH MEETING, THE BOARD CHAIR ASKS IF THERE ARE ANY CONFLICTS WITH ANY ITEMS ON THE AGENDA. IF THERE ARE POSSIBLE CONFLICTS IDENTIFIED, THE BOARD MEMBER(S) ARE ASKED TO LEAVE THE ROOM DURING DELIBERATIONS AND THE CONFLICT DISCLOSURE IS NOTED IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE SETS THE CEO COMPENSATION DURING THE FISCAL YEAR BUDGETING PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 HEART OF MAINE UNITED WAY POSTS THE WHISTLEBLOWER AND CONFLICT OF INTEREST POLICIES, ORGANIZATIONAL BY-LAWS, AND THE ANNUAL AUDIT AND 990 ON ITS PUBLIC WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF PERPETUAL TRUSTS 19,702 PROVISION FOR UNCOLLECTIBLES -84,390 TOTAL -64,688