2025-05-12T05:59:41-05:00 2024-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-07-01 010241767 United Way Inc UNIT 2078741000 550 Forest Avenue 100 Portland ME 04101 Dan Coyne President/CEO 2078741000 2025-05-06 1 1 Joseph R Byrne P01289281 2077752387 2025-05-06 2023 2025-03-06 01:10:19Z United Way of Southern Maine Inc Dan Coyne 550 Forest Avenue 100 Portland ME 04101 11468907 0 X www.uwsme.org X 1929 ME Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health. 28 27 58 2498 0 0 11447924 8876231 186777 216917 643191 445359 0 0 12277892 9538507 8779205 7571072 0 0 3845007 4002644 0 0 1213578 1298604 1367335 13922816 12941051 -1644924 -3402544 22491063 20211678 4162353 3976885 18328710 16234793 X United Way of Southern Maine works with our community to quickly respond to emerging needs and tackle persistent issues, including child care, food insecurity, housing instability, and mental health. We do so by mobilizing the ideas, expertise, and resources of more than 300 businesses, foundations, government, and nonprofit partners and thousands of individuals. Together, we close gaps in early childhood development, create pathways to educational and employment opportunities, and increase access to mental health care and addiction prevention and intervention services. 0 0 919592 619088 Goal 1: Give kids a strong start. Children will lead our communities tomorrow and we need them healthy, educated, and resilient. It takes all of us working to ensure that even the youngest children in Southern Maine have a strong start so they read at grade level in third grade. We know that until third grade, children are learning to read. After third grade, they are reading to learn. It is critical to their lifelong success. Success Measurement: By 2027, reduce the reading proficiency gap to no more than 10 percentage points between all third-grade students and students who have not fared as well. UWSM funding that supports Goal 1 enabled, among other things: - $330,400 invested in community schools with wraparound services, and high quality before/after school programming- $179,000 invested in preschool and early childhood education programs.- 8 new child care entrepreneurs graduated from the Child Care Incubator Program.- Supported two First4ME pilot sites to ensure child care providers have the resources they need to provide high-quality programming.- 700+ hours spent reading with children through UWSM's Volunteer Reader Program. Additionally, United Way of Southern Maine leads the following collaborative efforts toward this goal such as: - Emerging Leaders United of Southern Maine is a community of driven professionals from diverse backgrounds and careers who are committed to equipping young people with skills, solutions and resources for the future. Through volunteerism and financial support, members invest in programs that build a better tomorrow for students in Southern Maine while strengthening their network and creating lasting community connections. Emerging Leaders United currently invests in three unique Southern Maine programs: Our Place Portland, Boys and Girls Club of Southern Maine, and Portland Community Squash. Together, these programs address critical child care and learning opportunity gaps by focusing on providing enriching after school experiences that center on individualized tutoring, STEM exposure, and wellness activities to Southern Maine students and families who need them most.- The Child Care Incubator is an innovative partnership between United Way of Southern Maine, Coastal Enterprises Inc., Southern Maine Workforce Initiative, and Portland ConnectED-Starting Strong. The goal of the program is to support program participants in launching their child care businesses through partnerships with local corporations, housing authorities, and community partners. Program participants receive individualized case management and wrap around support, as well as structured learning opportunities through CEI's ongoing coursework to become licensed child care providers. The goal of the program is to increase access to affordable, high-quality early learning opportunities for Southern Maine residents by investing in entrepreneurs passionate about working with children.- Biddeford Ready! (BR!) is a collective impact project developed to address school readiness in children 0-5 in Biddeford. BR! has three areas of focus: 1) access to quality early learning opportunities, 2) increased awareness of the importance of school readiness, and 3) identification and mitigation of the impacts of adverse childhood experiences. UWSM serves as the backbone of this collective impact project. 1271314 876325 Goal 2: Empower neighbors to thrive - not just survive. When people have the educational and employment opportunities to become financially stable, they can pay their rent on time and put food on the table. They are also better able to save for emergencies, buy a house, pay for college, and save for retirement. This is why we work together to ensure more individuals and families in Southern Maine are more financially secure through improved education and employment opportunities. Success Measurement: By 2027, 70% of households pay less than 30% of their income on housing. UWSM funding that supports Goal 2 enabled, among other things: - 698 households moved from homelessness to safe housing.- 1,425 households accessed or maintained resources to stay sheltered and safe. - Advocated for Housing First Programs, affordable housing, free community college, student loan repayment assistance, emergency heating assistance, and free tax assistance. - In 2024, CA$H Greater Portland served over 700 households returning over $1.3 million to taxpayers in State and Federal returns and saved filing fees. This included 137 households receiving the Earned Income Tax Credit. The average adjusted gross income of CA$H clients was $23,607.Additionally, United Way of Southern Maine leads the following collaborative efforts toward this goal such as: - Women United, an individual giving group of UWSM, invests donor contributions into local programs that advance single mothers and their families through comprehensive support designed to move them toward financial stability. Investments include (1) Anchoring Youth to Succeed Boys & Girls Clubs of Southern Maine and A Company of Girls. Afterschool program with wraparound services for Project WIN children and neighborhood youth. (2) MomCore York County Community Action Corporation. Targeted coaching program focused on improving financial knowledge and household stability. (3) Mothers Thriving New Ventures Maine. Flexible, six-session class series, group support, and coaching to build confidence and skills. (4) Project HOME Trust Quality Housing Coalition. Direct cash assistance, individualized skill building, and peer-to-peer support. (5) Project WIN (Women in Neighborhoods) The Opportunity Alliance. Gathers single mothers in a cohort and provides an evidence-based coaching model to help them identify and pursue goals for their families. - United Way of Southern Maine serves as the backbone for the Southern Maine Workforce Initiative (SMWI). SMWI is a collective impact collaborative that builds on the existing work and experience of 26 community organizations and connects with the public workforce system to address workforce development issues from both sides of the spectrum, creating a dual pipeline that aligns with the needs of jobseekers and employers. Serving Cumberland and York Counties, SMWI is a vital resource ensuring access to educational and employment opportunities for those who face the greatest barriers to entering or remaining in employment. Alongside our partners, SMWI has developed innovative solutions including The Bridge Program, a customized training program that combines industry-specific programming with comprehensive support services to remove barriers for individuals entering high-demand career fields such as healthcare and child care. Participants experienced decreased barriers to training and employment, gained knowledge of career pathways, earned recognized credentials, increased income, and gained access to employment benefits and job retention supports.- United Way of Southern Maine serves as the administrator for the Local Boards of the federal Emergency Food and Shelter National Board Program (EFSP) for Cumberland and York Counties. This program is designed to help communities respond to local emergency food and shelter needs. EFSP funds help local existing programs, such as food pantries and shelters, expand their capacity to serve those in need. Local funding decisions are made by the Local Board, which sets priorities, advertises the availability of funds, makes funding recommendations, and provides technical support to recipient organizations throughout the grant period. In FY 24, EFSP Phase 40 was released and provided $84,164 for Cumberland County and $62,385 for York County. 1061965 788421 Goal 3: Help us all live longer, better lives. Today, too many lives are cut short due to barriers to health, such as untreated mental health issues and substance use disorder. This is why we work to ensure that everyone in Southern Maine has opportunities to live healthier lives to reduce preventable premature death. Success Measurement: By 2027, reduce preventable premature deaths by 10%. UWSM funding that supports Goal 3 enabled, among other things: - The opioid epidemic continues to ravage Southern Maine. In 2024 there were 490 overdose deaths across the state and 147 overdose deaths in Southern Maine. This represents a 19% decrease in overdose deaths from the previous year. This is the largest reduction in overdose deaths the state has seen in years. This reduction can be attributed to the prevalence of harm reduction supplies like naloxone and test strips, as well as greater access to and awareness of recovery resources. UWSM has contributed to this effort by establishing itself as a naloxone distribution site and targeting rural communities for naloxone training. UWSM staff have trained 100 people in overdose recognition and naloxone administration and distributed over 300 doses of naloxone to libraries, food panties, businesses, and recreation departments in Southern Maine.- 364 youth received support and services to heal from trauma and abuse.- Based on UWSM's ALICE (Asset Limited, Income Constrained, Employed) data, we know that 38% of households in Southern Maine are struggling to make ends meet. This means making tough financial choices about bills to pay each month. These decisions can be tough to handle mentally and emotionally, and in addition we know that 46% of adults in Maine who needed mental health care did not access it because of the cost. Through our community grant process, UWSM invested over $300,000 in nine programs to increase access and reduce barriers to behavioral health services in southern Maine.- 6,400 referrals to mental health and addiction resources in Southern Maine by UWSM supported 211 Maine. UWSM is proud to partner with United Ways of Maine and the State of Maine to provide free and confidential connections to local services including domestic violence, addiction treatment, health care, mental health resources, and financial assistance through the 211 program. 7100926 5287238 216917 - 211 Maine is a free, confidential program that provides information and referrals to people of all ages across Maine to local services that help them meet their basic needs. 211 Maine is based in Maine and available 24 hours a day, seven days a week, by phone, text, and online. 211 Maine helps people find information for resources across health and human services, including heating and utilities assistance, access to food pantries, housing and shelter, and mental health services through a toll-free telephone number (211), a text option (898-211), and a robust online directory at www.211Maine.org. 211 Maine is a partnership of the United Ways of Maine, the State of Maine Department of Health and Human Services, and The Opportunity Alliance as the contact center partner. Last year, 211 Maine Specialists fielded approximately 75,053 calls, texts, and emails, providing information and referral services, as well as operating specialized initiatives like the Opiate Helpline, Gambling Helpline, and fielding general questions about Maine's COVID-19 situation. 211 Maine provides emergency operations support during times of natural and other disasters, including assisting Maine Emergency Management Agency to field calls from those impacted by windstorms and floods and collect data to inform severity and locations of need, and direct people looking for local heating shelters or cooling centers. - Keep ME Warm is a statewide partnership of the seven United Ways in Maine and the ten Community Action Agencies (CAPs) to raise funds to supplement fuel assistance programs in Maine. Keep ME Warm is the only statewide fuel assistance fundraising effort in the state. United Way of Southern Maine is the custodian of the Keep ME Warm Fund and is responsible for collecting, distributing, and reporting. Funds contributed to the Keep ME Warm Fund are distributed based on a formula developed by United Ways in Maine and CAPs based on federal Low Income Home Energy Assistance Program (LIHEAP) distribution percentages and population. CAPs receive 50% of the funds, United Ways receive 25%, and 211 Maine receives 25% to fund emergency overnight assistance through 211 Maine. Donations to Keep ME Warm Fund provide emergency heating assistance. CAPs use the funds to help households that might not be eligible for limited federal, state or local fuel assistance programs. United Way funds support additional organizations and agencies in their communities that can help those in need of fuel assistance. 211 Maine aids in the distribution of funds for statewide overnight emergency fuel assistance for people who have no heat and have children or elderly family members in their household. More than $510,000 was raised for heating assistance through Keep ME Warm last year. United Way of Southern Maine estimates that more than 1,200 households were helped.- Designations are donor-directed contributions to health and human service organizations. Donors to United Way of Southern Maine's campaign may direct all or a portion of their contribution to specific nonprofit agencies that provide health and human services. Each agency's nonprofit 501(c)(3) status and compliance with the USA Patriot Act is verified before funds are distributed.- Volunteers play a vital role in improving people's lives and in helping United Way of Southern Maine reach our organizational goals. We know meaningful community solutions require more than just money, programs, or policies. The kind of real and lasting change that benefits everyone is only possible when people from all walks of life are willing to roll up their sleeves and go where their time and talent is most needed. United Way of Southern Maine is helping to support Thrive2027's (our community's commitment to three 10-year, community-wide goals, www.Thrive2027.org) success by guiding its vision and strategy, aligning partners, and sharing best practices. United Way of Southern Maine puts people at the heart of transforming their communities by calling on them to utilize their full range of assets - time, talent, and treasure. We believe volunteer efforts are the backbone of the community and strengthen the connections that create positive changes that benefit everyone. They help build the capacity of local non-profit agencies by enhancing and expanding the agency services to meet community needs. United Way of Southern Maine works with our corporate partners and others in the community to identify and recruit volunteers to fill identified needs in our schools and local nonprofits. These volunteer opportunities include readers, tax preparers, skills-based volunteers, and volunteers who are responsible for evaluating and decision-making recommendations for our community grants/investments. Through a collaborative effort with the United Ways in Maine, United Way of Southern Maine offers a statewide, searchable listing of volunteer opportunities at https://uwsme.galaxydigital.com/. This valuable tool allows organizations to post volunteer opportunities and individuals to perform a customized search. In addition to hosting and administering the site, we offer technical support to volunteers and non-profit organizations. United Way of Southern Maine organizes a variety of community events, including an annual food drive, Day of Action, literacy and meal kit assembly projects, and custom volunteer projects for corporate partners. In fiscal year 2024, 2,498 volunteers participated in custom volunteer projects or sat on United Way of Southern Maine committees and cabinets such the community investment committees, Resource Development cabinet, and many more. 7100926 5287238 216917 10353797 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 20 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Carl Young 2078741000 550 Forest Avenue Suite 100 Portland ME 04101 Todd Cesca Chair 1.00 0.00 X X 0 0 0 Michael Bourque Vice Chair 1.00 0.00 X X 0 0 0 Kierston Van Soest Treasurer 1.00 0.00 X X 0 0 0 Elizabeth Cotter Schlax Secretary/President/CEO 40.00 1.00 X X 192862 0 13273 Ahmed Abdirahman Director 1.00 0.00 X 0 0 0 Brian Ballute Director 1.00 0.00 X 0 0 0 Abusana Micky Bondo Director 1.00 0.00 X 0 0 0 Xavier Botana Director 1.00 0.00 X 0 0 0 Nathan Cadorette Director 1.00 0.00 X 0 0 0 Dora Clements Director 1.00 0.00 X 0 0 0 Dudley Davis PhD Director 1.00 0.00 X 0 0 0 Dan Eagleson Director 1.00 0.00 X 0 0 0 Karen Garnett Director 1.00 0.00 X 0 0 0 Diane Garofalo Director 1.00 0.00 X 0 0 0 Idella Glenn PhD Director 1.00 0.00 X 0 0 0 Caitlin Grant Director 1.00 0.00 X 0 0 0 Quincy Hentzel Director 1.00 0.00 X 0 0 0 Thomas Hussey Director 1.00 0.00 X 0 0 0 Robin LaBonte Director 1.00 0.00 X 0 0 0 Nicole Devoe Lewis Director 1.00 0.00 X 0 0 0 Jennifer McCarthy Director 1.00 0.00 X 0 0 0 Luc Nya Director 1.00 0.00 X 0 0 0 Hilary Rapkin Director 1.00 0.00 X 0 0 0 Meredith Rousseau Director 1.00 0.00 X 0 0 0 Esi Seng Director 1.00 0.00 X 0 0 0 Diane Small Director 1.00 0.00 X 0 0 0 Jennifer Stauffis Director 1.00 0.00 X 0 0 0 Sharon Underberg Director 1.00 0.00 X 0 0 0 Lorelei Richey Past Director 1.00 0.00 X 0 0 0 Dan Coyne SVP, Community Impact & Governance 40.00 0.00 X 150460 0 24619 Kristin Chase Duffy SVP, Technology & Communication 40.00 0.00 X 132687 0 11681 Cameron Peden SVP, Resource Development and People 40.00 0.00 X 105153 0 28877 581162 0 78450 4 0 1 0 0 98296 2624178 6153757 85435 8876231 Service Fees 624200 175752 175752 Miscellaneous Revenue 624200 41165 41165 216917 350648 350648 2025111 1930400 94711 94711 94711 9538507 216917 0 445359 7571072 7571072 381214 197088 97972 86154 2923304 1511348 751289 660667 123445 63821 31725 27899 325493 168280 83652 73561 249188 141932 55014 52242 3607 3607 29735 29735 24721 24721 175669 90821 45147 39701 28752 14459 6694 7599 458122 259996 95630 102496 347567 172442 84773 90352 20158 12295 2509 5354 51999 37561 5945 8493 110262 54690 26904 28668 68868 34158 16804 17906 24911 12356 6078 6477 Other Expenses 22964 11478 5477 6009 12941051 10353797 1373676 1213578 X 500 500 5847237 2410223 2417115 2278236 44135 314241 143780 129435 853082 448055 411615 405027 10229685 11284542 1770516 1611272 1626480 1778202 22491063 20211678 1267226 698303 2895127 3278582 4162353 3976885 X 6864025 7602929 11464685 8631864 18328710 16234793 22491063 20211678 X -3402544 1217997 90630 X 0 1 X 1 1 1 X 9175021 8598100 12359591 11447924 8876231 50456867 9175021 8598100 12359591 11447924 8876231 50456867 843509 49613358 246001 238737 281998 633558 350648 1750942 52207809 1296597 0.95030 0.94310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9167 7732 16899 12924152 12941051 797053 199263 0 0 632773 677502 846141 797053 2953469 4430204 9304 14668 15662 16899 56533 158193 169376 211535 199263 738367 1107551 5728 7367 8158 9167 30420 10229685 1516701 7146 427961 26737 11284542 9555189 91947 1029231 14870 407092 24720 10229685 10922124 236645 -1169681 13437 393004 27458 9555189 8528210 19041 2776385 12433 364506 24573 10922124 8378897 134022 377241 12340 327997 21613 8528210 0.58947 0.17624 0.23429 1 0 853082 448055 405027 405027 Beneficial Interest in Perpetual Trusts 1778202 1778202 Designations Payable 1616670 Due to Affiliate 14709 Lease Liabilities, Operating Leases 1647203 3278582 X 10049683 1217997 151722 1369719 8679964 24721 833822 858543 9538507 12143600 0 12143600 24721 772730 797451 12941051 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: United Way and 211 Maine are not-for-profit corporations as described in Section 501(c)(3) of the Code and as such are exempt from federal and state income taxes. Management has evaluated the United Way and 211 Maine's tax positions and concluded that they have maintained their tax-exempt status, do not have any significant unrelated business income, and have taken no uncertain tax positions that require adjustment to the consolidated financial statements. Part XI, Line 2d - Other Adjustments: Gain on Perpetual Trusts 151,722. Part XI, Line 4b - Other Adjustments: Donor Designated Contributions 833,822. Part XII, Line 4b - Other Adjustments: Donor Designated Grants & Awards 772,730. 1 2-1-1 Maine Inc 550 Forest Avenue Portland ME 04101 300194364 501c3 207925 0 Community Investment A Company of Girls PO Box 7527 Portland ME 04112 050631726 501c3 15043 0 Community Investment, Donor Designations American Lung Association 122 State Street Augusta ME 04330 060646594 501c3 12276 0 Donor Designations American Red Cross of Southern Maine 2401 Congress Street Portland ME 04102 010215209 501c3 6379 0 Donor Designations Apex Youth Connection PO Box 783 Biddeford ME 04005 203684934 501c3 20005 0 Community Investment, Donor Designations Aroostook County Action Program PO Box 1116 Presque Isle ME 04769 010315849 501c3 7566 0 Emergency Heating Assistance Avesta Housing 307 Cumberland Avenue Portland ME 04101 010315296 501c3 19260 0 Community Investment, Donor Designations Boston Children's Hospital 1295 Boylston Street Suite 320 Boston MA 02115 042774441 501c3 18000 0 Community Investment Boys & Girls Clubs of Southern Maine PO Box 7830 Portland ME 04112 010211543 501c3 203455 0 Community Investment, Donor Designations CAH Greater Portland 550 Forest Avenue Portland ME 04101 010241767 501c3 80700 0 Community Investment Caring Unlimited 965 Main St Sanford ME 04073 010358141 501c3 22078 0 Community Investment, Donor Designations Catherine Morrill Day Nursery 96 Danford Street Portland ME 04101 010211542 501c3 153947 0 Community Investment, Donor Designations Catholic Charities Maine PO Box 10660 Portland ME 04104 010228225 501c3 780275 0 Community Investment, Donor Designations Center for Grieving Children PO Box 1438 Portland ME 04104 010431501 501c3 79475 0 Community Investment, Donor Designations Children's Odyssey PO Box 6038 Falmouth ME 04105 010475374 501c3 185477 0 Community Investment City of Portland 39 Congress Street Suite 2 Portland ME 04101 016000032 501c3 1375228 0 Community Investment Coastal Enterprises Inc 30 Federal Street Suite 100 Brunswick ME 04011 010347504 501c3 99545 0 Community Investment Community Action Partnership of Strafford County 577 Central Avenue Suite 10 Dover NH 03820 020268636 501c3 23965 0 Emergency Heating Assistance Community Concepts PO Box 278 South Paris ME 04281 010424969 501c3 28588 0 Emergency Heating Assistance Community Dental 190 Park Ave Portland ME 04102 237129502 501c3 12320 0 Community Investment, Donor Designations Continuum Arts Collective 76 Lower Main St North Berwick ME 03906 811474197 501c3 15000 0 Community Investment Council For A Strong America 4 Jersey Circle Topsham ME 04086 133840271 501c3 10000 0 Community Investment Count ME In - Educate Maine 482 Congress Street Portland ME 04101 203559947 501c3 10000 0 Community Investment Day One 525 Main Street South Portland ME 04106 010322532 501c3 194303 0 Community Investment, Donor Designations Fairtide 15 State Road Kittery ME 03904 010525140 501c3 6250 0 Community Investment Four Directions Development Corp 20 Godfrey Dr Orono ME 04473 010544468 501c3 6227 0 Emergency Heating Assistance Frannie Peabody Center 335 Valley Street Portland ME 04102 010332769 501c3 36014 0 Community Investment, Donor Designations Freeport Community Services PO Box 119 Freeport ME 04032 010332769 501c3 25543 0 Community Investment, Donor Designations Furniture Friends PO Box 631 Westbrook ME 04098 010513662 501c3 9933 0 Community Investment, Donor Designations Gateway Community Services Maine 501 Forest Avenue Portland ME 04101 813604505 501c3 10000 0 Community Investment Girl Scouts of Maine 138 Gannett Dr South Portland ME 04106 010269802 501c3 19625 0 Community Investment, Donor Designations Good Shepherd Food Bank 3121 Hotel Road Auburn ME 04210 222986809 501c3 8050 0 Donor Designations Goodwill Industries of Northern New England PO Box 8600 Portland ME 04104 010284340 501c3 29361 0 Community Investment, Donor Designations Greater Portland Immigrant Welcome Center 4 Preble Street 4th Floor Portland ME 04101 822844735 501c3 10214 0 Community Investment, Donor Designations Heart of Maine United Way 24 Springer Drive Suite 201 Bangor ME 04401 010211478 501c3 17592 0 Community Investment Immigrant Legal Advocacy Project PO Box 17917 Portland ME 04112 223260883 501c3 26671 0 Community Investment, Donor Designations In Her Presence 4 Milk Street Suite 201 Portland ME 04101 475518548 501c3 49504 0 Community Investment Intercultural Community Center 36 Patrick Drive Westbrook ME 04092 471737212 501c3 38000 0 Community Investment Kennebec Valley Community Action Program 97 Water Street Waterville ME 04901 010277678 501c3 27953 0 Emergency Heating Assistance Kids First Center 51 US Route 1 Suite S Scarborough ME 04074 222993035 501c3 8550 0 Community Investment, Donor Designations Kids Free to Grow 57 Portland Rd Unit 4 Kennebunk ME 04043 010370891 501c3 5556 0 Community Investment, Donor Designations Learning Works 181 Brackett Street Portland ME 04101 010353682 501c3 17820 0 Community Investment, Donor Designations Legal Services for the Elderly 5 Wabon Street Augusta ME 04330 010359131 501c3 16958 0 Community Investment, Donor Designations The Locker Project PO Box 3134 Portland ME 04104 471257754 501c3 16854 0 Community Investment Maine Association for New Americans PO Box 8002 Portland ME 04104 462890018 501c3 73031 0 Community Investment Maine Association for the Education of Young Children 295 Water Street Suite 10 Augusta ME 04330 061713614 501c3 30833 0 Community Investment Maine Foodscapes 22 Montgomery Road North Windham ME 04062 834414589 501c3 7637 0 Community Investment, Donor Designations Maine Immigrants Rights Coalition 24 Preble Street Suite 306 Portland ME 04101 823097991 501c3 199793 0 Community Investment MaineHealth 110 Free Street Portland ME 04101 010431680 501c3 123396 0 Community Investment Midcoast Maine Community Action 34 Wing Farm Parkway Bath ME 04530 010315732 501c3 9114 0 Emergency Heating Assistance Milestone Recovery 65 India Street Portland ME 04101 016024344 501c3 88650 0 Community Investment, Donor Designations My Place Teen Center 755 Main Street Westbrook ME 04092 010509578 501c3 5231 0 Donor Designations New Ventures Maine 46 University Drive Augusta ME 04330 016000769 501c3 32500 0 Community Investment Northeast Hearing & Speech Center 75 West Commercial Street Suite 20 Portland ME 04101 010228262 501c3 52300 0 Community Investment, Donor Designations Our Place Portland 8 Thurston Lane Scarborough ME 04074 883309336 501c3 67400 0 Community Investment Palaver Strings 380 Cumberland Avenue Floor 2 Portland ME 04101 474914834 501c3 10000 0 Community Investment Penquis CAP Inc PO Box 1162 Bangor ME 04401 016023748 501c3 23936 0 Emergency Heating Assistance Pine Tree Legal Assistance PO Box 547 Portland ME 04112 010279387 501c3 72162 0 Community Investment, Donor Designations Planned Parenthood of Northern New England 51 US Route 1 Suite C Scarborough ME 04074 030222941 501c3 11385 0 Community Investment, Donor Designations Portland Community Health Center 180 Park Avenue Portland ME 04102 454960453 501c3 26000 0 Community Investment, Donor Designations Portland Community Squash 66 Noyes Street Portland ME 04103 462787590 501c3 25000 0 Community Investment Portland ConnectEd 550 Forest Avenue Portland ME 04101 010241767 501c3 11000 0 Community Investment Portland Housing Authority 14 Baxter Boulevard Portland ME 04101 222527595 501c3 35000 0 Community Investment Portland Public Schools Portland Adult Education 14 Locust Street Portland ME 04101 460749174 501c3 132007 0 Community Investment Portland Seamans Friend Society PO Box 777 Windham ME 04062 010211545 501c3 22659 0 Community Investment Preble Street PO Box 1459 Portland ME 04104 010418917 501c3 604464 0 Community Investment, Donor Designations Quality Housing Coalition 188 State St Suite 402 Portland ME 04101 824353021 501c3 37133 0 Community Investment Salvation Army - Old Orchard Beach PO Box 375 Old Orchard Beach ME 04064 135562351 501c3 6313 0 Community Investment, Donor Designations YMCA - SanfordSpringvale 1 Emile Levasseur Dr Sanford ME 04073 010211814 501c3 8837 0 Community Investment, Donor Designations Sexual Assault Response Services of Southern Maine PO Box 1371 Portland ME 04104 010343943 501c3 21527 0 Community Investment, Donor Designations Southern New Hampshire Services Inc 40 Pine Street Manchester NH 03108 020268285 501c3 23965 0 Emergency Heating Assistance Spurwink 901 Washington Avenue Portland ME 04103 010319802 501c3 60192 0 Community Investment, Donor Designations The Opportunity Alliance 50 Lydia Lane South Portland ME 04106 010316041 501c3 386458 0 Community Investment, Heating Assistance, Donor Designations Through These Doors PO Box 704 Portland ME 04104 011352636 501c3 41799 0 Community Investment, Donor Designations United Way of Androscoggin County PO Box 888 Lewiston ME 04243 010316813 501c3 24783 0 Community Investment, Donor Designations United Way of Aroostook County 480 Main Street 3rd Floor Presque Isle ME 04769 237147455 501c3 18297 0 Community Investment, Donor Designations United Way of Kennebec Valley 331 Water Street Suite 5 Augusta ME 04330 016004404 501c3 25181 0 Community Investment, Donor Designations United Way of Mid Coast Maine 34 Wing Farm Parkway Suite 201 Bath ME 04530 016004866 501c3 140448 0 Emergency Heating Assistance, Donor Designations United Way of the Tri-Valley Area PO Box 126 Farmington ME 04938 010377559 501c3 15360 0 Community Investment, Donor Designations University of Southern Maine 188 Payson Smith Hall 96 Falmouth Street Portland ME 04104 016000769 501c3 19765 0 Community Investment Vet to Vet Maine PO Box 1205 Biddeford ME 04005 831092783 501c3 9100 0 Community Investment, Donor Designations Washington Hancock Community Action PO Box 280 Milbridge ME 04658 520817684 501c3 6216 0 Emergency Heating Assistance Wayside Food Programs PO Box 1278 Portland ME 04104 222806424 501c3 49262 0 Donor Designations Woodfords Family Services 15 Saunders Way Suite 900 Westbrook ME 04104 010278395 501c3 10855 0 Community Investment YMCA of Southern Maine PO Box 1078 Portland ME 04104 010211568 501c3 10950 0 Donor Designations York County Community Action PO Box 727 Sanford ME 04073 016020406 501c3 128775 0 Community Investment, Emergency Heating Assistance, Donor Designations York Hospital 15 Hospital Dr York ME 03909 010212444 501c3 10000 0 Community Investment Youth & Family Outreach 331 Cumberland Avenue Portland ME 04101 010374597 501c3 158619 0 Community Investment, Donor Designations Youth Full Maine PO Box 745 Biddeford ME 04005 822032867 501c3 9731 0 Community Investment Southern Maine Workforce Initiative 550 Forest Avenue Portland ME 04101 010241767 501c3 60250 0 Community Investment, Donor Designations 90 0 Part I, Line 2: 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. X X X X 0 0 0 0 0 0 0 0 0 Elizabeth Cotter Schlax Secretary/President/CEO 192025 0 0 0 837 0 10693 0 2580 0 206135 0 0 0 Dan Coyne SVP, Community Impact & Governance 150013 0 0 0 447 0 8845 0 15774 0 175079 0 0 0 X 22 85435 Stock Exchange Price 0 0 1 0 Form 990, Part VI, Section A, line 2 Ben LaBelle and Michael Bourque, both Board Directors, have a business relationship. 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 Senior Director, Finance and Operations and 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 & 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 151,722. Donor Designation Adjustment, Net -61,092. 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 1 Joseph How Charitable Trust PO Box 1802 Providence RI 02901 016010195 Trust RI 501(c)(3) PF United Way Inc 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 211 Maine Inc B 207925 Cash Value