2026-02-25T16:08:12-06:00 2025-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-07-01 010274725 The Opportunity Alliance OPPO 2078741175 50 Lydia Lane South Portland ME 04106 Robert Payne Chief Financial Officer 2078741175 2026-02-12 1 1 Joseph R Byrne P01289281 2077752387 2026-02-12 2024 2025-03-06 01:10:19Z Joseph Everett 50 Lydia Lane South Portland ME 04106 40379993 0 X www.opportunityalliance.org X 1965 ME Transforming our community by helping people in need build better lives. 16 16 667 150 0 0 22630173 23993658 13875770 15431957 100868 896479 -61870 -42588 36544941 40279506 524814 695612 0 0 27299155 29270192 0 0 215267 9428761 9464570 37252730 39430374 -707789 849132 23910412 20967347 13089320 8974846 10821092 11992501 X To build better lives and stronger communities across Maine, The Opportunity Alliance supports people with the programs and resources they need to improve their health, safety, and stability. 0 1 6824362 695612 3013898 Childcare & Early Childhood Education- A collection of programs working in partnership with families and the community to ensure children are ready for school.- Early Childhood Education: TOA believes that the pathway to school success begins even before a child is born. Staff work with families to support the social, emotional, cognitive, and physical development of their children at all ages, in classrooms and at home, to prepare them for their later transition into kindergarten. All TOA Early Childhood Education programs meet the comprehensive Head Start Performance Standards to ensure the highest quality of services for children and families across Cumberland County. Programs include: - Early Head Start: A free family visiting program for qualifying families. "Parent Partners" make weekly home visits to pregnant mothers and children aged 0-3 and their families. - Head Start: A program that provides all children with a safe nurturing environment while supporting parents as they identify and meet their own goals and nurture the development of their children. Head Start sites are located throughout Cumberland County and are free to qualifying families. - Public Pre-K Partnerships: Head Start partners with the Public School System. Head Start and Department of Education funds are used to deliver this model. In these classrooms, transportation is provided by the school districts. - Childcare: Offered full day/full year. TOA serves children 6 weeks to 5 years old. Subsidized childcare fees are on a sliding scale and are based on household income and family size.- Parent Education: Evidence- and strength-based parenting education classes that provide parents and caregivers an opportunity to develop and strengthen their parenting skills.- Whole Families/ TogetherWeWork: Coaching services provided to low-income families emphasizing education, economic support, social capital, and health and well-being for both children and parents. - Maine Families: Works in partnership with expectant parents and parents of babies and toddlers to ensure safe home environments, promote healthy growth and development for babies and young children, and provide key connections to needed services.- Women, Infants and Children (WIC): WIC is a nutritional education program which provides supplemental foods to promote good health for pregnant, postpartum, and breastfeeding women, and infants and children up to age 5.- SNAP-Ed provides nutrition education classes for low-income children and families. 20290814 9183437 Behavioral Health & Wellness- A continuum of community and residential mental health and substance use disorder services for children and adults.Community Mental HealthBehavioral Health Home (BHH): Delivers integrated care to people who struggle with mental health. BHH care coordinators, in collaboration with the program nurse care manager, help clients consider their needs around housing, health care, finances, work, education, social and recreation time, and other areas that are important to them. Together, clients and care coordinators use this information to develop a treatment plan made up of individual goals and preferences.Broadway Crossings Adult Crisis Stabilization Unit: With a capacity of eight adult beds, this short-term crisis stabilization unit provides an alternative to hospitalization that allows people to remain connected to their support networks in the community.Children's Behavioral Health Home: An integrated approach working to meet the physical and mental health needs of children and young adults with developmental, behavioral, or mental health concerns.Mobile Crisis Response Services-Mobile Outreach: Available 24- hours a day, 365 days a year, individuals and families experiencing a behavioral health crisis have immediate and free access to a team of trained professionals.High Fidelity Wraparound: This program offers a family-centered, community-oriented, strengths-based, individualized planning process that relies on a balance of formal and informal supports to help children and families achieve their goals.Homeless Youth Services: Community-based case management services for youth and families at risk of or currently experiencing homelessness in southern Maine.The Maine Crisis Line Statewide Crisis Telephone Response: The Maine Crisis Line (MCL) is the state's crisis telephone response service for individuals or families experiencing a behavioral health crisis or having thoughts of suicide and/or self-harm. Trained crisis call specialists answer the line and provide free and confidential telephone support and stabilization 24 hours a day, 7 days a week. MCL is the single point of entry to Maine's Behavioral Health Crisis Services System through the toll-free number: 1-888-568-1112. The 988 Suicide and Crisis Lifeline, a new three-digit dialing code available nationwide as an easy-to-remember connection to help for anyone experiencing a suicidal or mental health crisis. In Maine, calls to 988 are routed to The Maine Crisis Line, operated by TOA.The Project for Assistance in Transition from Homelessness (PATH): Outreach, engagement, and referral services for people with mental illness and those with co-occurring substance use disorders who are experiencing homelessness in York and Cumberland County.Residential ServicesGordon Green: An eight-bed permanent residence providing intensive treatment and support for elderly adults under guardianship with a combination of challenges including mental illness and disabilities related to age or physical impairments.Helen Winslow Ray House: With a capacity of eight residents, this program provides trauma-informed treatment and support services to adults living with mental illness. Often clients have co-occurring conditions, such as chronic health problems and/or substance use disorders.Morrison Place: A 12-bed treatment facility offering intensive individualized treatment of homeless adults with co-occurring mental health and substance abuse issues. The program helps clients to achieve recovery and lead sober, stable lives through education and group and individual counseling. Throughout their time at Morrison Place, clients learn to build strong relationships with peers, family and friends, and other individuals throughout the community.The Ocean Street Residential Program: Provides trauma-informed treatment and support services to eight adults living with mental illness complicated by co-occurring chronic health conditions as well as a potential substance use disorder.The Bridge: A 12-bed short-term residential treatment program for homeless adults with a major mental illness, provides a comprehensive treatment program that assists residents with securing long-term housing while stabilizing their mental health and connecting them to community resources and supports. 7743270 3234622 Poverty & Economic Supports- A collection of programs and services designed to increase income, and basic needs by ensuring access to food, safe and stable shelter, utilities, as well as volunteer opportunities.Cumberland County Homeless Prevention Program: Assists families and individuals who live in Cumberland County (excluding Portland, Brunswick and Frye Island) in finding, securing, and/or maintaining housing.Energy Crisis Intervention Program (ECIP): For urgent situations, this program provides emergency fuel assistance to HEAP eligible households in Cumberland County. A household may be eligible for up to $400 in emergency funds (or 100 gallons) to avert an energy crisis. Those in danger of a utility disconnect that directly affects their ability to heat the home, who do not have the financial resources to pay utility providers, may also receive ECIP benefits.Keep ME Warm: Fuel assistance distributed to Mainers by 211.Wrap Funds: Discretionary grant funds available to meet urgent needs of adults with severe and persistent mental illness.Foster Grandparent Program: Provides an opportunity for volunteers aged 55 and older to stay active by providing 10-40 hours a week of emotional and educational support to children in the classroom.Home Energy Assistance Program (HEAP): To help Mainers stay safe and warm, HEAP provides money to help eligible homeowners and renters in Cumberland County pay for a portion of their annual heating expenses. The program provides a one-time, per-season, direct payment to heat vendors for homes heated with oil, kerosene, wood, propane, natural gas, electricity, and other fuels. Senior Companion Program: A volunteer opportunity for adults over the age of 55, interested in sharing their time to help homebound elders remain living independently in their own home and/or provide respite for family caregivers.211 Maine: In partnership with Maine United Ways, TOA runs the statewide 211 call center, where specialists can be reached via phone, text, or email 24/7 to provide free and confidential information and connect callers to local programs. You can also search our online directory, then call us to discuss the options that are best for you. Resources include aging and disability, basic needs, crisis, education, family, food, health, housing, jobs, substance use, and more. Community Well-Being- A collection of programs working with youth, families, neighbors, and partner organizations to build strong networks and healthy neighborhoods.Lakes Region Collective Action Network (LRCAN): An open meeting for community service providers in the Lakes Region to come together to network, share resources, and collaborate on addressing community challenges.Maine Youth Action Network (MYAN): MYAN is a statewide network of committed adults and passionate young people who believe in the transformative power of youth leadership. MYAN encourages prevention-focused, youth-centric social change through programming and technical assistance for young people and adults.Community Building: A place-based initiative that helps transform target neighborhoods into communities where people know each other and take care of each other. TOA Community Builders are on the ground in the target communities (South Portland, and Bridgton/ Lakes Region) to support residents in creating long-term, systemic change. Community School Development Project at South Portland Middle School: Community Schools are public schools that provide services and support, created and run by people who know the community best. 34858446 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 224 0 1 667 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Robert Payne 2078741175 50 Lydia Lane South Portland ME 04106 X Josh Steirman Board Chair 3.00 0.00 X X 0 0 0 Erin Diekema Treasurer 1.00 0.00 X X 0 0 0 Kris Sahonchik Secretary 3.00 0.00 X X 0 0 0 Rebecca Bloch Trustee 2.00 0.00 X 0 0 0 Abusana Micky Bondo Trustee 1.00 0.00 X 0 0 0 Anneliese Gerland Trustee 1.00 0.00 X 0 0 0 Steve Gorsun Trustee 1.00 0.00 X 0 0 0 Meghan Henry Trustee 1.00 0.00 X 0 0 0 Jeanne Hulit Trustee 1.00 0.00 X 0 0 0 Frances Hutchinson Trustee 1.00 0.00 X 0 0 0 Bernie Kavanagh Trustee 1.00 0.00 X 0 0 0 Anne LaFond Trustee 3.00 0.00 X 0 0 0 Ghomri Rostampour Trustee 1.00 0.00 X 0 0 0 Betsy Tod Trustee 1.00 0.00 X 0 0 0 Nina Trowbridge Trustee 1.00 0.00 X 0 0 0 Penelope Wheeler-Abbott Trustee 1.00 0.00 X 0 0 0 Robert Payne Chief Financial Officer 40.00 1.00 X 0 0 0 Joseph R Everett President & CEO 40.00 1.00 X 185666 0 16192 Dawn A Ouellette Chief Financial Officer 40.00 1.00 X 159454 0 33720 Ashley Goulet VP of Operations 40.00 0.00 X 113259 0 15901 Sarah D Maxwell Chief Operating Officer 40.00 0.00 X 136544 0 25559 Louise M Marsden VP of Children & Family Services 40.00 0.00 X 154930 0 15899 Karen A Turgeon VP of Programs 40.00 0.00 X 120825 0 22778 Kristin Ricciardone VP of Residential Programs 40.00 0.00 X 117990 0 35144 988668 0 165193 9 0 1 0 WGTech 207 Larrabee Rd Unit 2 Westbrook ME 04092 IT Services and Consultation 750522 Invisors LLC 2000 PGA Blvd Suite 4440 Palm Beach Gardens FL 33408 Software Implementation 241148 Boulos Asset Management 100 Middle St East Tower Suite 230 Portland ME 04101 Facility Repairs and Maintenance 204019 Qualifacts Systems LLC 315 Deaderick St Suite 2300 Nashville TN 37238 Software Implementation 172783 Inflow Communications LLC 1500 Providence Highway Suite 26 Norwood MA 02062 Software Implementation 140633 7 63514 124076 21795693 2010375 21019 23993658 MaineCare and Medicare 624100 14239515 14239515 Client Rent/Other Private Revenue 624100 879777 879777 Other Program Revenue 624100 312665 312665 15431957 106187 106187 825000 34708 790292 790292 790292 23191 124076 65779 -42588 -42588 40279506 15431957 0 853891 695612 695612 395032 395032 22674476 20163412 2380195 130869 415448 374392 39699 1357 4102771 3632439 457164 13168 1682465 1475736 201379 5350 52277 52277 96795 96795 22756 22756 1020613 771691 238588 10334 45398 2666 42392 340 884202 758234 76779 49189 192787 190157 1566 1064 3381716 3329254 38150 14312 249905 188623 59169 2113 217162 162659 52233 2270 460319 455575 4744 368456 331489 35327 1640 Client Expenses 1764681 1732210 32471 Miscellaneous 287776 191700 154121 -58045 PNMI Tax 278704 278704 Program Specific Expens 141023 123893 8295 8835 39430374 34858446 4356661 215267 X 2583 2600 1267870 1415132 4005587 4497460 1130802 1416829 87500 103619 608075 574377 14440893 7523802 7078279 6917091 5609579 2511211 3474232 2970035 645905 558993 23910412 20967347 3223164 2719130 488870 186378 2350027 2166385 334884 335223 6692375 3567730 13089320 8974846 X 10009766 11290411 811326 702090 10821092 11992501 23910412 20967347 849132 322277 0 X 0 1 X 1 1 1 X 34930568 71182956 43533734 22630173 23993658 196271089 34930568 71182956 43533734 22630173 23993658 196271089 196271089 17070 62955 107463 111114 106187 404789 196675878 70887988 0.99790 0.99830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 18762 18762 0 Part II-B, Line 1: The organization pays dues to associations of which a portion is attributable to lobbying activities. 650051 650051 9290225 4904530 4385695 4263708 2444881 1818827 236909 174391 62518 6917091 Security Deposits 2732 Due to State of Maine 461624 Lease Obligations 3103374 3567730 The Barn Raising 82935 82935 8374 13509 Golf Tournament 41398 18207 23191 5408 15554 2 22934 22934 6563 16371 147267 124076 23191 6563 13782 45434 65779 -42588 1 Aroostook Mental Health Services Inc 180 Academy St Ste 3 Presque Isle ME 04769 010276859 501(c)(3) 14219 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Healthy Acadia PO Box 1710 Ellsworth ME 04605 270548057 501(c)(3) 32000 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Maine Conservation Alliance 320 Water St Floor 2 Augusta ME 04330 010541478 501(c)(3) 33193 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Maine Immigrant's Rights Coalition 1 Marginal Way 2nd Floor Portland ME 04101 823097991 501(c)(3) 45000 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Maine People's Resource Center 565 Congress St Ste 200 Portland ME 04101 222586108 501(c)(3) 43807 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Maine Recovery Access Project 59 Bangor St 2 Augusta ME 04330 993901370 501(c)(3) 84264 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Mobilize Recovery 6809 Armistead St Las Vegas NV 89149 830895051 501(c)(3) 32802 0 TOA is providing services in the Brunswick area. OUT Maine PO Box 1723 Rockland ME 04841 203682307 501(c)(3) 106244 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Penquis CAP Inc 262 Harlow St PO Box 1162 Bangor ME 04402 016023748 501(c)(3) 24056 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. University of Southern Maine PO Box 9300 Research Service Center Portland ME 04104 016000769 501(c)(3) 95162 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Wabanaki Public Health and Wellness PO Box 1356 Bangor ME 04402 043337456 501(c)(3) 86740 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. Yellow Tulip Project 63 Federal St Portland ME 04101 814133634 501(c)(3) 98125 0 TOA is providing youth engagement services in district 2. Because the contract requires statewide staffing, subcontractors will employ district-level youth engagement staff in all other public health districts. 12 0 Part I, Line 2: This is highly dependent on the contract. For all grants to individuals there are detailed monitoring requirements, and our monitoring compliance is overseen by Maine State Housing Authority. These are federal pass-throughs and are subject to single audits. X X X X 0 0 0 0 0 0 0 1 0 Joseph R Everett President & CEO 182231 0 0 0 3435 0 4691 0 11501 0 201858 0 0 0 Dawn A Ouellette Chief Financial Officer 156951 0 0 0 2503 0 6700 0 27020 0 193174 0 0 0 Louise M Marsden VP of Children & Family Services 139648 0 13032 0 2250 0 4223 0 11676 0 170829 0 0 0 Sarah D Maxwell Chief Operating Officer 134669 0 50 0 1825 0 3547 0 22012 0 162103 0 0 0 Kristin Ricciardone VP of Residential Programs 114140 0 0 0 3850 0 3820 0 31324 0 153134 0 0 0 Part I, Line 7 Louise M. Marsden, VP of Children & Family Services and Sarah Maxwell, Chief Operating Officer, received a bonus in 2024 based on merit and performance. A MHHEFA Series 2015A Bond 010314384 5604274R4 2015-07-30 30539538 Bond refinancing 0 0 1 A 1481423 3647808 62094 3585714 2015 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 1 0 0 0 0 1 A 1 Date Rebate Computation Performed Issuer Name: MHHEFA Series 2015A Bond Date the Rebate Computation was Performed: 06/30/2022 Form 990, Schedule K: The amount of the issue price on Part I differs from the amount reported on Part II due to the fact the bond is a pooled financing bond. The amount reported on Part II represents The Opportunity Alliance's portion of the bond proceeds. Form 990, Part III, line 3 In FY25 TOA closed the following programs due to a variety of reasons including retirement of several staff and alignment with TOA's core work: - CDA Development Center: Training for the Child Development Associate credential. - The Women's Project, which worked directly with parents experiencing, or in recovery from, substance use, to provide both immediate support and long-term solutions. - Work Life Advisor, which supported and empowered individuals to help them find successful employment and economic stability. TOA no longer administers General Assistance: A program of the Department of Health and Human Services, administered by TOA in some cities and towns, which helps income-eligible individuals and families to meet their basic needs. Form 990, Part VI, Section B, line 11b The draft is reviewed by the CFO. The draft is then presented to the Finance Committee by the audit firm. The Finance Committee reviews and makes a recommendation to the full Board of Trustees to approve. The Board of Trustees approves. Form 990, Part VI, Section B, line 12c The conflict-of-interest policy or ethics policy is reviewed annually. Statements are sent annually to the Board of Trustees and are signed, returned, and maintained on file. Statements are reviewed by the President. Form 990, Part VI, Section B, line 15 Human Resources is responsible for maintaining current tools to measure market value compensation including surveys at the national, state, and industry level. Job descriptions are assigned to various ranges of pay using a matrix that measures responsibility/complexity of job function. Changes to base pay are non-routine and supported with documentation. Supervisors approve compensation. Annually, the Executive Committee acts as a Compensation Committee to review compensation of the President and makes a recommendation to the Board of Trustees, who provide ultimate approval. Form 990, Part VI, Section C, line 19 The bylaws, governing policies, and audited financial statements are maintained at the administrative offices and are provided to the public upon request. Form 990, Part VII, Section A: Robert Payne, Chief Financial Officer, began employment with the Organization in 2025 and therefore did not receive any reportable compensation during the 2024 calendar year. He is required to be disclosed on Form 990 due to his officer role and any compensation paid to him will be reported beginning with the 2025 Form 990. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: The Opportunity Alliance 50 Lydia Lane South Portland, ME 04106 EIN 01-0274725 The Opportunity Alliance is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). 50 Monument Square LLC 50 Lydia Lane South Portland ME 04106 562519539 Own and Manage Commercial Property ME 0 0 The Opportunity Alliance Ingraham Housing Corporation 50 Lydia Lane South Portland ME 04106 010495250 Obtains low income housing financing and lease properties ME 501(c)(3) Line 12a, I The Opportunity Alliance 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 Ingraham Housing Corporation K 207209 Cash Value