Skip to content
Nonprofiteer
← UNITED WAY INC

Form 990 for tax year 2024

Filed by UNITED WAY INC.

Totals

Total revenue
$8,910,279
Total expenses
$9,996,311
Contributions and grants received
$8,343,875
Grants paid
$4,241,753
Program service revenue
$209,587
Investment income
$356,817
Other revenue
$0
Total assets, end of year
$19,460,731
Total liabilities, end of year
$3,125,037
Net assets or fund balances, end of year
$16,335,694
Program services expenses (Part IX)
$7,228,426
Management and general expenses
$1,476,413
Fundraising expenses
$1,291,472
Program service expenses (Part III)
$7,228,426

Program services were 72.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $112,788

  • 1d · Related organizations

    $61,141

  • 1e · Government grants (contributions)

    $236,592

  • 1f · All other contributions, gifts and grants

    $7,933,354

  • 1g · Noncash contributions included above

    $71,307

  • 2a · Program service revenue: Service Fees

    total $189,782 · related or exempt $189,782

  • 2b · Program service revenue: Miscellaneous Revenue

    total $19,805 · related or exempt $19,805

  • 3 · Investment income

    total $356,817 · excluded $356,817

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,241,753 · program services $4,241,753

  • 5 · Compensation of officers, directors and key employees

    total $558,071 · program services $288,523 · management and general $143,424 · fundraising $126,124

  • 7 · Other salaries and wages

    total $2,914,592 · program services $1,506,844 · management and general $749,050 · fundraising $658,698

  • 8 · Pension plan contributions

    total $111,925 · program services $57,865 · management and general $28,765 · fundraising $25,295

  • 9 · Other employee benefits

    total $388,521 · program services $200,865 · management and general $99,850 · fundraising $87,806

  • 10 · Payroll taxes

    total $265,727 · program services $151,691 · management and general $60,959 · fundraising $53,077

  • 11b · Fees: legal

    total $27,050 · management and general $27,050

  • 11c · Fees: accounting

    total $30,933 · management and general $30,933

  • 11f · Fees: investment management

    total $19,801 · management and general $19,801

  • 11g · Fees: other

    total $310,412 · program services $160,483 · management and general $79,776 · fundraising $70,153

  • 12 · Advertising and promotion

    total $62,008 · program services $48,326 · management and general $7,074 · fundraising $6,608

  • 13 · Office expenses

    total $463,245 · program services $258,790 · management and general $98,622 · fundraising $105,833

  • 16 · Occupancy

    total $302,318 · program services $150,607 · management and general $73,477 · fundraising $78,234

  • 17 · Travel

    total $23,377 · program services $18,352 · management and general $1,276 · fundraising $3,749

  • 19 · Conferences, conventions and meetings

    total $68,805 · program services $41,321 · management and general $5,728 · fundraising $21,756

  • 21 · Payments to affiliates

    total $105,027 · program services $52,093 · management and general $25,627 · fundraising $27,307

  • 22 · Depreciation, depletion and amortization

    total $66,719 · program services $33,093 · management and general $16,279 · fundraising $17,347

  • 23 · Insurance

    total $21,959 · program services $10,913 · management and general $5,345 · fundraising $5,701

  • 24a · Other expenses: Other Expenses

    total $14,068 · program services $6,907 · management and general $3,377 · fundraising $3,784

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500 · end of year $500

  • 2 · Savings and temporary cash investments

    beginning of year $2,410,223 · end of year $952,680

  • 3 · Pledges and grants receivable

    beginning of year $2,278,236 · end of year $2,241,365

  • 4 · Accounts receivable

    beginning of year $314,241 · end of year $272,517

  • 9 · Prepaid expenses and deferred charges

    beginning of year $129,435 · end of year $94,902

  • 10a · Land, buildings and equipment: cost or other basis

    $791,301

  • 10b · Land, buildings and equipment: accumulated depreciation

    $447,488

  • 10c · Land, buildings and equipment, net

    beginning of year $405,027 · end of year $343,813

  • 11 · Investments: publicly traded securities

    beginning of year $11,284,542 · end of year $12,173,972

  • 14 · Intangible assets

    beginning of year $1,611,272 · end of year $1,487,620

  • 15 · Other assets

    beginning of year $1,778,202 · end of year $1,893,362

  • 17 · Accounts payable and accrued expenses

    beginning of year $698,303 · end of year $631,401

  • 25 · Other liabilities

    beginning of year $3,278,582 · end of year $2,493,636

  • 27 · Net assets without donor restrictions

    beginning of year $7,602,929 · end of year $7,561,535

  • 28 · Net assets with donor restrictions

    beginning of year $8,631,864 · end of year $8,774,159

Mission and programs · 2024

Mission

United Way of Southern Maine (UWSM) improves lives by mobilizing the caring power of our communities.

Activities or mission (Part I)

Improving lives by focusing on the building blocks of a strong community: education, financial stability, and health.

  • UWSM ensures every young person can thrive by expanding access to early childhood education, literacy development, out of school learning, and strong family engagement. Many Asset Limited, Income Constrained, Employed (ALICE) households face barriers such as high child care costs and limited access to early learning resources that affect school readiness and third-grade reading, a key milestone for lifelong success. UWSM advances Thrive2027 Goal 1: By 2027, reduce the third-grade reading proficiency gap to no more than 10 percentage points between all third-grade students and those who have not fared as well. To support this goal, UWSM invested $306,354 in community schools and early learning programs and $60,814 in essential services like nutritious food and vision/hearing screening. Through the Child Care Incubator, one new child care business launched, with two more openings by May 2026. Volunteers contributed 1,150+ hours reading with children. Emerging Leaders United supported programs that help youth build literacy, explore STEAM, and stay engaged after school. UWSM also leads United 4 Child Care, a public-private partnership creating up to 400 new child care slots, including 24-hour options for families working non-traditional hours. Altogether, UWSM invested $1,221,807 in Youth Opportunity.

    Expenses $563,967 · Grants $392,752

  • UWSM helps individuals and families, especially ALICE households, build financial stability by expanding access to education, job training, income supports, and safe, stable housing. UWSM advances Thrive2027 Goal 2: By 2027, 70% of households will pay less than 30% of income on housing. In the past year, UWSM funded programs helped 698 households move from homelessness into safe housing and 1,425 households access or maintain shelter and safety. UWSM also supported LD 641, legislation with the potential to prevent homelessness for more than 1,000 Mainers each year. Through CA$H Greater Portland, UWSM helped 8,504 households secure more than $1.4 million in refunds and save filing fees; 161 households received the Earned Income Tax Credit totaling $342,751. Women United invested in eight programs supporting single mothers through child care, housing navigation, legal aid, education, and job training. As the backbone of the Southern Maine Workforce Initiative, UWSM leads a collaborative of 26 partners creating career pathways and employer readiness, including the Bridge Program, which provides industry specific training and wraparound services for jobseekers entering high demand fields. Altogether, UWSM invested $1,620,617 in Financial Security.

    Expenses $986,725 · Grants $345,674

  • UWSM works to ensure that every person can live a healthier life by expanding access to nutritious food, mental health services, substance use supports, and community resources. UWSM advances Thrive2027 Goal 3: Reduce preventable premature deaths by 10% by 2027. To save lives, UWSM partnered with the Maine Department of Education to create a multilingual animated naloxone training video used across the state. UWSM trained 191 individuals to recognize and respond to opioid overdoses and distributed 598 naloxone doses across Southern Maine. In December 2024, UWSM launched Read Away, enabling incarcerated mothers and grandmothers to record themselves reading to their children; 39 participants reached 55 children, who received books and materials supporting more than four hours of additional reading time. UWSM funded programs supported 364 youth healing from abuse and trauma and invested over $300,000 in nine programs expanding access to behavioral health care. Through UWSM's support of 211 Maine, residents received 6,400 referrals for mental health and addiction services, ensuring timely, confidential access to lifesaving resources. Altogether, UWSM invested $1,176,609 in Healthy Community.

    Expenses $876,925 · Grants $657,380

  • 211 Maine, supported by United Way of Southern Maine (UWSM), is a free, confidential 24/7 information and referral service connecting people to essential supports, including housing and shelter, food assistance, mental health services, addiction treatment, utilities help, and crisis resources. Last year, 211 Maine fielded more than 67,008 calls, texts, and emails, providing vital assistance during times of need. 211 also operates specialized services such as the Opiate Helpline, Problem Gambling Helpline, and the statewide Help Me Grow access point. During emergencies, 211 partners with the Maine Emergency Management Agency to direct residents to shelters, provide real time updates, and support disaster recovery. UWSM also manages Keep ME Warm, Maine's only statewide emergency heating assistance initiative. Funds are distributed using LIHEAP formulas to Community Action Agencies, local United Ways, and 211. In 2024, 211 Maine provided over $208,000 in emergency heating support to 523 households and 1,149 individuals, ensuring families had safe, reliable heat during the winter months. Donor Designations: Giving your way.Donor designations allow contributors to direct all or part of their United Way gift to a nonprofit of their choice. These contributions support health and human service organizations across the region. Each designated agency is verified for nonprofit status and compliance with the USA Patriot Act before receiving funds, ensuring responsible stewardship and honoring donor intent.Volunteering: Change starts with people. UWSM believes lasting change happens when people come together to share their time, talent, and compassion. Volunteers are essential to supporting individuals and families who are working hard but struggling to make ends meet, especially ALICE households. Through year-round volunteer opportunities, UWSM connects people to causes they care about reading with students, preparing taxes, assembling literacy kits, and participating in custom workplace projects. UWSM also coordinates large scale community events such as the annual food drive, Day of Action, and literacy and meal kit assembly events. Last year, more than 1,200 volunteers contributed their time to community projects or served on UWSM committees guiding local investments. UWSM also hosts uwsme.galaxydigital.com, where individuals can find opportunities and nonprofits can post their needs. Whether someone volunteers for a single day or makes a long term commitment, every hour helps strengthen and connect our community.

    Expenses $4,800,809 · Grants $2,845,947 · Revenue $209,587

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Elizabeth Cotter Schlax

    Past Secretary/President/CEO

    Total calculated
    $214,803
    From this org
    $200,262
    From related orgs
    $0
    Other
    $14,541
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $199,311
    Bonus
    $0
    Other
    $951
    Deferred
    $11,844
    Nontaxable benefits
    $2,697
    Filer's total
    $214,803
  • Dan Coyne

    Secretary/President/CEO

    Total calculated
    $191,713
    From this org
    $152,336
    From related orgs
    $0
    Other
    $39,377
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $151,860
    Bonus
    $0
    Other
    $476
    Deferred
    $9,744
    Nontaxable benefits
    $29,633
    Filer's total
    $191,713
  • Todd Cesca

    Chair

    Total calculated
    $0
    Hours/week
    1
  • Michael Bourque

    Vice Chair

    Total calculated
    $0
    Hours/week
    1
  • Dan Eagleson

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Dr Abdullahi Ahmed PhD

    Director

    Total calculated
    $0
    Hours/week
    1
  • Brian Ballute

    Director

    Total calculated
    $0
    Hours/week
    1
  • Abusana Micky Bondo

    Director

    Total calculated
    $0
    Hours/week
    1
  • Nathan Cadorette

    Director

    Total calculated
    $0
    Hours/week
    1
  • Anthony Cataldi

    Director

    Total calculated
    $0
    Hours/week
    1
  • Dora Clements

    Director

    Total calculated
    $0
    Hours/week
    1
  • Dr Dudley Davis PhD

    Director

    Total calculated
    $0
    Hours/week
    1
  • Nicole Devoe Lewis

    Director

    Total calculated
    $0
    Hours/week
    1
  • Diane Garofalo

    Director Chair Emeritus

    Total calculated
    $0
    Hours/week
    1
  • Dr Idella Glenn PhD

    Director

    Total calculated
    $0
    Hours/week
    1
  • Alex Gramling

    Director

    Total calculated
    $0
    Hours/week
    1
  • Caitlin Grant

    Director

    Total calculated
    $0
    Hours/week
    1
  • Thomas Hussey

    Director

    Total calculated
    $0
    Hours/week
    1
  • Robin LaBonte

    Director

    Total calculated
    $0
    Hours/week
    1
  • Luc Nya

    Director

    Total calculated
    $0
    Hours/week
    1
  • Rupa Lall Pakash

    Director

    Total calculated
    $0
    Hours/week
    1
  • Nannette Ranger-Duncanson

    Director

    Total calculated
    $0
    Hours/week
    1
  • Hilary Rapkin

    Director

    Total calculated
    $0
    Hours/week
    1
  • Joseph JJ Rouhana

    Director

    Total calculated
    $0
    Hours/week
    1
  • Meredith Rousseau

    Director

    Total calculated
    $0
    Hours/week
    1
  • Esi Seng

    Director

    Total calculated
    $0
    Hours/week
    1
  • Diane Small

    Director

    Total calculated
    $0
    Hours/week
    1
  • Sharon Underberg

    Director

    Total calculated
    $0
    Hours/week
    1
  • Jennifer McCarthy

    Past Director

    Total calculated
    $0
    Hours/week
    1
  • Kristin Chase Duffy

    Chief Operating & Comm. Officer

    Total calculated
    $151,555
    From this org
    $140,203
    From related orgs
    $0
    Other
    $11,352
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $139,604
    Bonus
    $0
    Other
    $599
    Deferred
    $8,261
    Nontaxable benefits
    $3,091
    Filer's total
    $151,555
  • Cameron Peden

    Chief People & Development Officer

    Total calculated
    $144,237
    From this org
    $118,231
    From related orgs
    $0
    Other
    $26,006
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • 211 Maine Inc

    501(c)(3) · Health and human service information and referral service · ME · controlled entity

    Directly controlled by United Way Inc

  • Joseph How Charitable Trust

    501(c)(3) · Trust · RI · controlled entity

    Directly controlled by United Way Inc

Provenance

Return type
form_990
Tax year
2024
Filed
5 May 2026
IRS schema version
2024v5.5
Source object
202621279349301312

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.