Civic Intelligence

Heart of Maine United Way

EIN 01-0211478 • 501(c)3 • Bangor, ME

Pub. 78 Eligible

Profile

Since 1937, heart of maine united way (homeuw) has been mobilizing the caring power of people and communities throughout hancock, penobscot, piscataquis, somerset, waldo, 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 134,000 individuals were supported throug

700 Mount Hope Avenue 101Bangor, ME 04401

homeunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.25x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$127,138

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$7,393,006

Up $1,873,562 (+34%) from 2024

Liabilities

Up

$986,729

Up $303,722 (+44%) from 2024

Net Assets

Up

$6,406,277

Up $1,569,840 (+32%) from 2024

Revenue

Up

$3,958,454

Up $1,559,049 (+65%) from 2024

Expenses

Up

$2,402,970

Up $139,897 (+6.2%) from 2024

Net Income

Up

$1,555,484

Up $1,419,152 (+1041%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,561,025Liabilities 2011: $1,003,041Net Assets 2011: $4,557,9842011Assets 2012: $5,684,639Liabilities 2012: $1,106,284Net Assets 2012: $4,578,3552012Assets 2013: $5,676,485Liabilities 2013: $1,101,056Net Assets 2013: $4,575,4292013Assets 2014: $5,779,999Liabilities 2014: $918,318Net Assets 2014: $4,861,6812014Assets 2015: $5,315,503Liabilities 2015: $510,891Net Assets 2015: $4,804,6122015Assets 2016: $5,070,903Liabilities 2016: $527,988Net Assets 2016: $4,542,9152016Assets 2017: $5,491,898Liabilities 2017: $581,809Net Assets 2017: $4,910,0892017Assets 2018: $5,495,243Liabilities 2018: $615,119Net Assets 2018: $4,880,1242018Assets 2019: $5,413,470Liabilities 2019: $586,239Net Assets 2019: $4,827,2312019Assets 2020: $5,286,737Liabilities 2020: $596,715Net Assets 2020: $4,690,0222020Assets 2021: $6,005,814Liabilities 2021: $636,033Net Assets 2021: $5,369,7812021Assets 2022: $5,339,304Liabilities 2022: $687,949Net Assets 2022: $4,651,3552022Assets 2023: $5,478,549Liabilities 2023: $725,974Net Assets 2023: $4,752,5752023Assets 2024: $5,519,444Liabilities 2024: $683,007Net Assets 2024: $4,836,4372024Assets 2025: $7,393,006Liabilities 2025: $986,729Net Assets 2025: $6,406,2772025

Highlighted filing

2025

Assets$7,393,006
Liabilities$986,729
Net Assets$6,406,277

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $2,931,1712011Expenses 2012: $3,004,8652012Revenue 2013: $2,839,274Expenses 2013: $3,025,594Net Income 2013: -$186,3202013Revenue 2014: $3,054,612Expenses 2014: $3,034,695Net Income 2014: $19,9172014Revenue 2015: $2,330,403Expenses 2015: $2,237,078Net Income 2015: $93,3252015Revenue 2016: $2,237,593Expenses 2016: $2,243,603Net Income 2016: -$6,0102016Revenue 2017: $2,426,029Expenses 2017: $2,227,395Net Income 2017: $198,6342017Revenue 2018: $2,323,100Expenses 2018: $2,326,194Net Income 2018: -$3,0942018Revenue 2019: $2,337,638Expenses 2019: $2,251,498Net Income 2019: $86,1402019Revenue 2020: $2,744,404Expenses 2020: $2,638,878Net Income 2020: $105,5262020Revenue 2021: $3,233,718Expenses 2021: $2,638,232Net Income 2021: $595,4862021Revenue 2022: $2,989,676Expenses 2022: $2,250,284Net Income 2022: $739,3922022Revenue 2023: $2,428,940Expenses 2023: $2,304,205Net Income 2023: $124,7352023Revenue 2024: $2,399,405Expenses 2024: $2,263,073Net Income 2024: $136,3322024Revenue 2025: $3,958,454Expenses 2025: $2,402,970Net Income 2025: $1,555,4842025

Highlighted filing

2025

Revenue$3,958,454
Expenses$2,402,970
Net Income$1,555,484

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.39$0.99$6.41$3.96$2.40$1.56
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.68$4.84$2.40$2.26$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.48$0.73$4.75$2.43$2.30$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.34$0.69$4.65$2.99$2.25$0.74
2021Detailed filing. Detailed filing data is available for this year.$6.01$0.64$5.37$3.23$2.64$0.60
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.60$4.69$2.74$2.64$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.41$0.59$4.83$2.34$2.25$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.50$0.62$4.88$2.32$2.33$0.00
2017Detailed filing. Detailed filing data is available for this year.$5.49$0.58$4.91$2.43$2.23$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.07$0.53$4.54$2.24$2.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.32$0.51$4.80$2.33$2.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.78$0.92$4.86$3.05$3.03$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$1.10$4.58$2.84$3.03$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$1.11$4.58$3.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$1.00$4.56$2.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 7, 2026
Return Version
2024v5.0
Gross Receipts
$4,048,650
Mission and Program Overview

Mission

Since 1937, heart of maine united way (homeuw) has been mobilizing the caring power of people and communities throughout hancock, penobscot, piscataquis, somerset, waldo, 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 134,000 individuals were supported throug

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,407,992$4,751,715▲ $343,723
Savings and Temporary Cash Investments$48,952$949,670▲ $900,718
Land, Buildings, and Equipment, Net$4,536$632,214▲ $627,678
Pledges and Grants Receivable$483,088$431,665▼ $51,423
Accounts Receivable$98,625$129,700▲ $31,075
Prepaid Expenses and Deferred Charges$17,050$23,700▲ $6,650
Cash and Non-Interest-Bearing Accounts$2,026$22,933▲ $20,907
Total Assets$5,519,444$7,393,006▲ $1,873,562
Other Assets Total$457,175$451,409▼ $5,766
Liabilities
Other Liabilities$642,981$608,555▼ $34,426
Mortgage Notes Payable Secured by Investment Property-$300,000-
Accounts Payable and Accrued Expenses$40,026$78,174▲ $38,148
Total Liabilities$683,007$986,729▲ $303,722
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,851,421$4,752,305▲ $900,884
Net Assets Without Donor Restrictions$985,016$1,653,972▲ $668,956
Total Net Assets Fund Balance$4,836,437$6,406,277▲ $1,569,840
Total Liabilities and Net Assets / Fund Balance$5,519,444$7,393,006▲ $1,873,562

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$629,485-$629,485
Equipment$2,729$82,621$85,350
Other Assets Org$7,009--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$3,331,494$25,500▲ $378,208$124,539$3,610,663
2024$2,973,910$11,500▲ $471,564$125,480$3,331,494
2023$2,710,604$10,500▲ $380,259$127,453$2,973,910
2022$3,601,441$12,542▼ $768,086$135,293$2,710,604
2021$3,074,764-▲ $657,081$130,404$3,601,441
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shirar PattersonPresident &FT$116,471$10,667$127,138

Board Members and Trustees

NameTitle
Jessamine PottleChair
Wendy DurrahVice Chair
Ashley TkowskiDirector
Chris WinsteadDirector
Deb SanfordDirector
Gerry FordDirector
Jaime AudetDirector
Katie FosterDirector
Kevin TesseoDirector
Matt DexterDirector
Paige WilcoxDirector
Sandy NesinDirector
Sue Mackey AndrewsDirector
Molly BriggsCampaign CHA
Kendra OverlockSecretary
Kristen PerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,455,911
Program Service Revenue
$0
Investment Income
$425,429
Other Revenue
$77,114
All Other Contributions
$2,934,405
Change in Net Assets
$1,555,484

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$261,724Market Value
Other Non Cash Contri Table1$104,620Market Value
Other Non Cash Contri Table1$48,023Market Value
Other Non Cash Contri Table1$27,330Market Value
Other Non Cash Contri Table1$13,558Market Value
Total Noncash Contributions20$455,255-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,616,529
Revenue Not Reported on Financial Statements
$341,925
Revenue Not Reported on Form 990
$101,074
Other Revenue Adjustments
$336,046
Total Revenue per Audited Statements
$3,717,603
Total Revenue per Form 990
$3,958,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,216,212
Salaries, Compensation, and Employee Benefits$677,927
Total Fundraising Expense$565,931
Other Expenses$508,831
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,216,212--$1,216,212
Other Salaries and Wages$220,621$2,335$226,038$448,994
Current Officers, Directors, Trustees, and Key Employees$61,928$3,412$63,258$128,598
Fees for Services Other$51,810$3,666$18,948$74,424
Fees for Services Accounting$50,298$3,594$18,403$72,295
Occupancy$23,033$3,811$36,338$63,182
Other Employee Benefits$16,541-$30,824$47,365
Payroll Taxes$15,738$2,604$24,827$43,169
All Other Expenses$5,751$937$30,921$37,609
Office Expenses$7,209$907$21,540$29,656
Other Expenses$15,200$118$11,503$26,821
Insurance$4,458$737$7,031$12,226
Information Technology$4,378$724$6,906$12,008
Pension Plan Contributions$3,911$2,061$3,829$9,801
Interest$2,721$451$4,294$7,466
Fees for Service Investment Mgmnt Fees-$5,879-$5,879
Travel$2,931$42$1,543$4,516
Conferences and Meetings$1,218$148$1,411$2,777
Depreciation Depletion$768$127$1,213$2,108
Fees for Services Legal$1,027$73$375$1,475
Total Functional Expenses$1,800,891$36,148$565,931$2,402,970

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,402,970
Total Expenses per Audited Statements$2,147,763
Expenses per Audited Statements$2,139,363
Expenses Not Reported on Financial Statements$263,607
Other Expense Adjustments$257,728
Expenses Not Reported on Form 990$8,400
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bangor YmcaBangor, ME501c3Edu, Inc, Health$74,761
Community CareBangor, ME501c3Edu, Inc, Health$60,127
PenquisBangor, ME501c3Edu, Inc, Health$50,792
211 Maine - United Way of So MeSouth Portland, ME501c3Edu, Inc, Health$50,059
Good Samaritan AgencyBangor, ME501c3Edu, Inc, Health$46,190
Partners for PeaceBangor, ME501c3Edu, Inc, Health$43,569
Bangor Area Homeless ShelterBangor, ME501c3Edu, Inc, Health$42,392
Wabanaki Public Health & WellnessBangor, ME501c3Edu, Inc, Health$40,096
Penobscot Community Health CenterBangor, ME501c3Edu, Inc, Health$40,000
Eastern Area Agency on AgingBrewer, ME501c3Edu, Inc, Health$39,528
Habitat for HumanityBangor, ME501c3Edu, Inc, Health$32,615
Healthy AcadiaEllsworth, ME501c3Edu, Inc, Health$30,067
University of Maine FoundationOrono, ME501c3Edu, Inc, Health$30,000
Loaves & Fishes Food PantryEllsworth, ME501c3Edu, Inc, Health$25,320
Literacy Volunteers of BangorBangor, ME501c3Edu, Inc, Health$24,255
Food and MedicineBrewer, ME501c3Edu, Inc, Health$19,199
United Way of Aroostook CountyPresque Isle, ME501c3Edu, Inc, Health$18,389
Spectrum GenerationsAugusta, ME501c3Edu, Inc, Health$17,936
New Hope MidcoastRockland, ME501c3Edu, Inc, Health$17,000
Christine B FoundationBangor, ME501c3Edu, Inc, Health$16,446
Boys and Girls Club of BangorBangor, ME501c3Edu, Inc, Health$12,342
Chc Creating Healthier CommunitiesAlexandria, VA501c3Edu, Inc, Health$11,673
Skills IncSt Albans, ME501c3Edu, Inc, Health$11,657
Family Violence ProjectAugusta, ME501c3Edu, Inc, Health$10,625
Healthy PeninsulaBlue Hill, ME501c3Edu, Inc, Health$10,543
Health Equity AllianceBangor, ME501c3Edu, Inc, Health$9,375
Ucp of MaineBangor, ME501c3Edu, Inc, Health$8,592
Legal Services for Maine EldersAugusta, ME501c3Edu, Inc, Health$8,249
United Way of Mid-coast MaineBath, ME501c3Edu, Inc, Health$8,194
Saint Andre HomeBrewer, ME501c3Edu, Inc, Health$8,042
United Way of Southern MainePortland, ME501c3Edu, Inc, Health$7,500
OhiHermon, ME501c3Edu, Inc, Health$7,166
Kennebec Behavorial HealthWaterville, ME501c3Edu, Inc, Health$6,958
Good Will - HinckleyHinckley, ME501c3Edu, Inc, Health$6,663
Big Brothers Big Sisters of Mid-meCamden, ME501c3Edu, Inc, Health$6,629
MainesharePortland, ME501c3Edu, Inc, Health$5,328
Catholic Charities of MainePortland, ME501c3Edu, Inc, Health$5,161
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,391
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Christine B FoundationMatt D. Exec DiGrant FundingNo$24,592
Paige WilcoxSister-in-lawBoard MemberNo$16,446
MeansErin B. CEOInvestment FeesNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Allocations Payable$367,389
Designations Payable$234,157
Right of Use Liability - Financing$7,009
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Heart of Maine United Way
EIN
01-0211478
Phone
2079412800
Address
700 MOUNT HOPE AVENUE 101, BANGOR, ME 04401

Signing Officer

Name
Matt Donahue
Title
President
Phone
2079412800
Signed
2026-04-07

Organization Details

Principal Officer
Shirar Patterson
Formed
1937
Legal Domicile
Me
Voting Board Members
17
Independent Board Members
16
Employees
11
Volunteers
408

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DR, SOUTH PORTLAND, ME 04106
Preparer
Amy Chasse
Phone
2077732986
Supplemental Narrative

Additional Explanations

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, somerset, waldo, 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 134,000 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 32,000+ 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, 102,000+ 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 211 maine for the 5-county area it serves. 211 is a comprehensive statewide directory of over 10,000 health and human services available in maine. The toll free 211 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 211, 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 152,000 worth of goods (diapers, socks, toothbrushes, school supplies etc.) via donations and neighbors united drives. 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 17,452 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. Over the past 10 years our local 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. Homeuw is expanding bundle to serve families in hancock, waldo, and washington counties.

Form 990, Part XI, Line 9

Change in value of perpetual trusts 27,102 provision for uncollectibles -78,318 total -51,216

Financial Statement Notes

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 27,102

Schedule D, Page 4, Part XI, Line 4B

Donor designations 257,728 provisions for uncollectibles 78,318

Schedule D, Page 4, Part XII, Line 4B

Donor designations 257,728

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IRS990/Desc0"OPPORTUNITY 2028 - THROUGH THE COMMUNITY GRANTING PROCESS, 40 COMMUNITY- BASED PROGRAMS IMPACT THE LIVES OF 32,000+ 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, 102,000+ 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.
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IRS990/PrincipalOfficerNm0SHIRAR PATTERSON
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IRS990/ProgSrvcAccomActy2Grp/Desc0"VOLUNTEERISM - THROUGH AN ONLINE DATABASE (VOLUNTEERME.HOMEUNITEDWAY.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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0211 - HOMEUW SUPPORTS 211 MAINE FOR THE 5-COUNTY AREA IT SERVES. 211 IS A COMPREHENSIVE STATEWIDE DIRECTORY OF OVER 10,000 HEALTH AND HUMAN SERVICES AVAILABLE IN MAINE. THE TOLL FREE 211 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 211, 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).
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHERS - 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 152,000 WORTH OF GOODS (DIAPERS, SOCKS, TOOTHBRUSHES, SCHOOL SUPPLIES ETC.) VIA DONATIONS AND NEIGHBORS UNITED DRIVES. 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 17,452 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. OVER THE PAST 10 YEARS OUR LOCAL 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. HOMEUW IS EXPANDING BUNDLE TO SERVE FAMILIES IN HANCOCK, WALDO, AND WASHINGTON COUNTIES.
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