2025-05-07T10:52:30-05:00 2024-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-07-01 300194364 211 Maine Inc 211M 2078741000 550 Forest Avenue 100 Portland ME 04101 Shirar Patterson President & CEO 2078741000 2025-05-06 1 1 Joseph R Byrne P01289281 2077752387 2025-05-06 2023 2025-03-06 01:10:19Z Shirar Patterson 550 Forest Avenue 100 Portland ME 04101 1700537 0 X www.211maine.org X 2003 ME 211 Maine is a gateway that efficiently and effectively connects those who need help and those who provide help. 211 identifies changing, unmet needs and is widely recognized as the most convenient way to access accurate, quality resources. 7 6 0 6 0 0 1527990 1666219 26920 34318 0 0 0 0 1554910 1700537 0 0 0 0 0 0 0 0 0 1621338 1705733 1621338 1705733 -66428 -5196 522637 737972 144212 364743 378425 373229 X 211 Maine is a gateway that efficiently and effectively connects those who need help and those who provide help. 211 identifies changing, unmet needs and is widely recognized as the most convenient way to access accurate, quality resources. 0 0 1699629 34318 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 75,083 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. 1699629 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Carl Young 2078741000 550 Forest Avenue Suite 100 Portland ME 04101 Elizabeth Cotter Schlax Director 1.00 40.00 X 0 192862 13273 Shirar Patterson President 1.00 0.00 X X 0 0 0 Courtney Yeager Vice President 1.00 0.00 X X 0 0 0 Joleen Bedard Secretary/Treasurer 1.00 0.00 X X 0 0 0 Kendra Baker Director 1.00 0.00 X 0 0 0 Sarah Duncan Director 1.00 0.00 X 0 0 0 Nicole Evans Director 1.00 0.00 X 0 0 0 0 192862 13273 0 0 1 0 The Opportunity Alliance 50 Lydia Lane South Portland ME 04106 Call Center/Administrative Services 1595720 1 191578 207925 1246716 20000 1666219 Service Fees 624100 34318 34318 34318 1700537 34318 0 0 X 84902 84902 35 35 6069 6069 1595740 1595740 4028 4028 688 688 2648 2648 3600 3600 778 778 2965 2965 4280 4280 1705733 1699629 6104 0 152409 152627 307555 568421 2335 2215 60338 14709 522637 737972 136785 264656 7427 100087 144212 364743 X 378425 373229 378425 373229 522637 737972 X -5196 0 X 0 1 X 1 1 1 X 1150680 1296052 1435337 1527990 1666219 7076278 1150680 1296052 1435337 1527990 1666219 7076278 7076278 7076278 156874 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Due To Affiliate 100087 100087 X 1700537 0 1700537 0 1700537 1705733 0 1705733 0 1705733 Part X, Line 2: The Organization is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue 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 financial statements. 0 0 0 0 0 0 0 0 0 Elizabeth Cotter Schlax Director 0 192025 0 0 0 837 0 10693 0 2580 0 206135 0 0 Form 990, Schedule J, Part I, Line 3: The Organization's President and CEO is compensated by a related organization, United Way of Southern Maine, which used an outside independent consultant, conducted a compensation study/survey, and its compensation/executive committee to establish, review and approve the compensation package of the President and CEO. Form 990, Part VI, Section A, line 6 United Way of Southern Maine, Inc. is the sole member of 211 Maine, Inc. Form 990, Part VI, Section A, line 7a Per the articles of incorporation, the sole member of 211 Maine, Inc. is United Way, Inc., dba United Way of Southern Maine. The sole member shall have the right to appoint additional or substitute members and shall have the right to appoint the directors of 211 Maine, Inc. for such terms as specified by the member or members, and shall have the right to remove directors, with or without cause, at any time. 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 prior to review and approval by the Chief Operating and Communications Officer, President, and Board of Directors prior to filing. A copy of the final Form 990 is provided to all Directors and is available to the public upon request. 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 15 211 Maine, Inc. has no employees. A Director of 211 Maine, Liz Cotter Schlax, is also the president of United Way, Inc. (dba United Way of Southern Maine), a related organization. The process of determining the compensation package of the President and CEO of United Way of Southern Maine includes all elements noted: review and approval by independent board members, comparability data, and contemporaneous substantiation of the deliberation and decision by the board members present in the executive session where compensation is determined. Form 990, Part VI, Section C, line 19 211 Maine, Inc.'s governing documents and financial statements are available to the public upon request. Form 990, Part IX, line 11g Call Center Subcontractor: Program service expenses 1,595,740. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,595,740. Form 990, Part IX, Column D Contribution revenue as reported in Form 990, Part VIII, Line 1 are primarily funds that are received from the State, other United Ways, or for operating call centers for other states. None of these funding sources require fundraising efforts by 211 Maine, Inc. and any fundraising expenses related to 211 Maine, Inc.'s contribution income would be reported on United Way of Southern Maine's Form 990. Accordingly, no expenses have been reported in Form 990, Part IX, Column D. United Way Inc 550 Forest Avenue Suite 100 Portland ME 04101 010241767 Mobilize the caring power of our communities ME 501(c)(3) Line 7 N/A 0 Joseph How Charitable Trust PO Box 1802 Providence RI 02901 016010195 Trust RI 501(c)(3) PF United Way Inc 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0