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United Way of Greater Portland




BY MOBILIZING 2009 Annual Report






Dear friends, We at United Way have been working with you, our partners and supporters, to advance the common good in Greater Portland for over 80 years. And as times change, the United Way is constantly evolving to assess and address the needs of our communities. Our efforts are multifaceted and innovative. We are conveners, advocates and collaborators. We unite people and resources to achieve meaningful and measurable improvements: children succeed in school, individuals live healthy lives and everyone has the opportunity to achieve financial stability. I am pleased to share the impact and outcomes of our collaborative efforts through this Annual Report, and I encourage you to visit our web site at to stay in touch with our current activities. Whether you give, advocate, or volunteer, if you are a community partner, employer, or program participant, thank you for being committed to LIVE UNITED, and mobilizing the caring power of our communities. With warm regards,

Suzanne McCormick President & CEO

Strong, vibrant and healthy families are the cornerstone of every community. A quality education is essential to obtaining and keeping a job with a livable wage and health benefits. An income adequate to pay for today’s necessities and save for the future will help families become financially stable. Access to quality health care keeps children on track in school and adults productive at work. Advancing the common good is about both helping one person at a time, and changing the conditions that help us all. Everything we do follows an interconnected, strategic continuum of assessing and addressing community needs. Sometimes this means strengthening existing programs and organizations, while other times it can mean creating something completely new.

We convene and work side by side with individuals, nonprofits, government, businesses and other community-based partners to identify indicators of quality of life and economic vitality. Together, we develop, create and support initiatives that improve these indicators, with measurable results. In addition, we provide technical assistance, leadership development and a wide range of support to strengthen the capacity of our nonprofit partners, and work with policy makers and advocates on important issues. Our focus is on education, income and health – the building blocks for a good quality of life. Our goal is to create long-lasting change by addressing the underlying causes of these issues. In the 2010-2011 year, we worked to “move the needle” on these issues:



People who have fewer financial stresses are healthier, more focused at work, and have higher educational outcomes. SAMPLE INVESTMENT: CA$H Greater Portland’s volunteers offer free tax preparation and financial education to low income, hard-working families and individuals.


RESULTS: WHY IS THIS IMPORTANT? High school graduation is the single most powerful predictor of whether a young person coming from generations of poverty will break the cycle.

In 2011, CA$H helped Greater Portland taxpayers realize over $1.5 million in federal and state income tax refunds, including a 21% increase in Earned Income Tax Credits over the previous year.

WHY IS THIS IMPORTANT? The economic impact of physical inactivity and obesity in Maine is estimated to be $2.56 billion annually.



United Way partners with Big Brothers Big Sisters of Southern Maine to provide nurturing, one-to-one mentor relationships.

Seven of Maine’s most prominent heath care, community, and corporate leaders came together to create Let’s Go!, a unique strategy to combat the growing problem of childhood obesity.

RESULTS: RESULTS: Mentees are more likely to succeed in school, be more confident about doing their schoolwork, skip fewer school days, and be less likely to start using drugs or alcohol.

Since the program’s inception in 2006, 63% more kids in Greater Portland are eating five daily servings of fruits and vegetables!

As the largest United Way in Maine, United Way of Greater Portland assumes a leadership role in programs with statewide impact:

2-1-1 Maine, a collaboration of the United Ways of Maine, The Opportunity Alliance, and the State of Maine, connects callers to information about health and human services available in their communities. 2-1-1 Maine service is completely confidential and free from anywhere in Maine. In 2010-2011, 2-1-1 Maine celebrated its fifth year of statewide operation fielding 75,000 calls for information and referrals on heating and utilities assistance; housing; mental health services and more. 2-1-1’s statewide directory of 8,000 resources can be accessed by dialing 2-1-1 or online at

LANA (Language Access for New Americans) improves access to services for refugees and immigrants with limited English proficiency by improving the quality and increasing the number of interpreters and translators in Maine. In 2010-2011, 153 interpreters of 28 languages completed trainings in basic skills as well as for specifics such as legal issues, mental health, and domestic violence.

2010-2011 PARTNER AGENCIES AND PROGRAMS A Company of Girls American Red Cross of Southern Maine Health & Safety Armed Forces Emergency Services Disaster Services Amistad Peer Support and Recovery Program Big Brothers & Big Sisters of Southern Maine Mentoring Program Boys & Girls Clubs of Southern Maine Physical Education Social Development Individual & Group Services Catherine Morrill Day Nursery Child Care Catholic Charities Maine Support and Recovery Independent Support Services Counseling Services St. Elizabeth’s Child Development Center Refugee and Immigration Services Center for Grieving Children Peer Support Tender Living Care Outreach Community Counseling Center Outpatient Clinical Services Refugee Case Management Gateway Project Education for Living FIRST/SATP Community Dental Dental Clinic Denture Program

Community Partners Supported Transitional Employment Day One Family Support After Care Services Outpatient Homeless Youth Natural Helpers Street Program Family Crisis Services Shelter Outreach Education Frannie Peabody Center Case Management Freeport Community Services Information & Referral Family Services Girl Scouts of Maine Girl Grants Goodwill Industries Community Skills HomeHealth Visiting Nurses of Southern Maine Home Health Parent/Child Health Immigrant Legal Advocacy Project Legal Services The Iris Network Vision Rehabilitation Therapy Kids First Center Divorce Support Groups Legal Services for the Elderly Long Term Care Project Hotline Elder Abuse Program

Mission Possible Teen Center Programs Morrison Center School Age Pre-School MAPS Shelter Services Portland Residence Portland Transitional Services Northeast Hearing & Speech Center Speech and Hearing Services Peaks Island Children’s Workshop Child Care People’s Regional Opportunity Program (PROP)* Child & Family Services Senior Volunteers Senior Companion Program Pine Tree Legal Assistance Domestic Violence Project Preble Street Meals Program Social Services Teen Center Adult Day Shelter Lighthouse Shelter Women’s Shelter Regional Transportation Program Transportation Serenity House Halfway House Sexual Assault Response Services of Southern Maine Advocacy Support Groups Education Shalom House Peer Support Housing Supports

Consumer Educators Tri-County Mental Health Outpatient Services Wayside Soup Kitchen Food Rescue Youth Alternatives/Ingraham* Family Mediation Children’s Advocacy Council Maine Families Reardon’s Place Girls Shelter Young Parenting Artful Aging Youth & Family Outreach Child Care Cumberland County YMCA Youth, Teens and Family Sports & Recreation Aquatics Youth At Promise (YAP) Otter Pond Day Camp Fathers Support * PROP and Youth Alternatives/Ingraham merged to form The Opportunity Alliance in fall of 2011, following the 2010-2011 investment cycle.

THANKS TO OUR SUPPORTERS 2010 CAMPAIGN CABINET Melissa E. Babineau Samuel A. Beal, Big Brothers Big Sisters of Southern Maine Mary C. Brandt, Gorham Savings Bank William L. Caron Jr., MaineHealth Erin E. Collins, Androscoggin Bank Stephen P. deCastro, KeyBank, N.A. Andrew Dolloff, Quirk Chevrolet Sean Dugan, Maine Medical Center Christopher W. Emmons, Gorham Savings Bank Shawn Gorman, L.L.Bean Tocqueville Chair James P. Kachmar, Living Wealth Partners Nathan A. Poore, Town of Falmouth Douglas W. Richard, Hannaford Bros. Co. Michael R. Stoddard, People’s United Bank Campaign Chair Lisa K. Toner, Hannaford Bros. Co.

2010 LOANED EXECUTIVES Mary L. Axelsen, Hannaford Bros. Co. Aaron L. Broaddus, Gorham Savings Bank Luke W. Fourre, Maine Medical Center Jennifer D. Gaylord Kenneth P. Giaquinto Christine Hopkins, Preble Street Marcy A. Kamin-Crane, L.L.Bean Robert J. Meinert, L.L.Bean Ainsley Newman Wallace Lisa A. Williamson, Hannaford Bros. Co.

TOCQUEVILLE SOCIETY Our Tocqueville Society was created in 1993 to recognize a very committed group of donors giving $10,000 or more to the annual campaign. Over the years, membership has grown to nearly 80 households raising nearly $1 million every year for our community. $50,000 + Leon and Lisa Gorman $25,000 - $49,999 Sue and Bill Caron Betsey and Hugh Farrington Ron and Stacy Hodge John T. Leonard $15,000 - $24,999 Daniel B.† and Harriet “Bunny” Burke Jeb Brooks and Cherie Wendelken Michael and Katherine Coster Michael and Denise Dubyak Herb and Adah Ginn Cyrus and Patricia Hagge Dan and Sherry Hutchins William J. Kayatta, Jr. and Anne E. Swift-Kayatta Kevin P. McCarthy Christopher McCormick Andrea and Fred Pape III Richard and Jane Petersen The Verrill Foundation John Roberts and Jean Wilson Mr. and Mrs. William Ryan

$10,000 - $14,999 Jonathan and Helaine Ayers Ellie Baker and Tom Saturley David and Donna Banks Stanley T. Bennett II† Stephen Boyle Karen and Bill Burke Kathryn Burnham and Nathan Clark John and Brenda Chandler Alan Chebuske and Melissa Hewey Dan and Colleen Corcoran Brad and Deborah Cushing Nick Desiderio and Michele Johns Chris and Marybeth Emmons Mark and Pattie Fasold Rhonda and Tom Gioia James and Maureen Gorman Jeff and Sonya Gorman Shawn and Cari Gorman Judy and Peter Haynes Jacquelyn A. Hedlund MD and Julien S. Murphy, PhD Sterling and Marylee Kozlowski Nancy and Sam Ladd Kevin and Mary London George M. Lord† Bharat and Shabnam Masrani The Maxsimic Family Bill and Suzanne McCormick Frank and Susan McGinty Steve and Deb Meahl Irving and Kathy Meeker Carol L. Mitchell

Hugh and Beth Newlands Campbell Jim and Chris Newton Bob and Susie Peixotto Tamas Peredy M.D. and Rosalind Gold M.D. Pam Peters Florence Petrlik Katherine Pope and Chris Harte Chris and Nova Rogers Monica and Jeff Sanders Alison and Robert Schmidt Bob and Janie Schools Ruby and Michael Simonds Daniel Snow and Merilee Raines Elaine Rosen Wendy and Eric Suehrstedt Susannah Swihart and Karl Turner Michael and Wendy Taylor Lisa and Nelson Toner David Wennberg and Anne Carney Ray and Lou Ann White Annie Williamson Jennifer and Bennett Wilson 3 members wish to remain anonymous â€




Judi Austin, TD Bank Cheryl Bascomb, BerryDunn David Bass, Hannaford Bros. Co. Michael Currie, H.M. Payson & Co. MaryEllen FitzGerald, Critical Insights William Fletcher, Verrill Dana, LLP Brenda Garrand, Garrand Michael Gendreau, Mercy Hospital Shawn Gorman, L.L.Bean Jacquelyn Hedlund, Maine Center for Cancer Medicine Raymond Kelley, KeyBank, N.A. Sterling Kozlowski, KeyBank, N.A. Kenneth Lewis, MaineHealth Victoria Loring Judy Lucas Gregory McCarthy, Martin’s Point Health Care Sam Novick, Hub Furniture Co. Brian Petrovek, Portland Pirates Joe Rosenfield, Edison Press Jeffrey Sanders, Maine Medical Center Deanna Sherman, Dead River Company Michael Simonds, Unum Albert Swallow, Maine Medical Center Anne Swift-Kayatta Grace Valenzuela, Portland Multilingual Program Barbara Wheaton, Pierce Atwood LLP Nicole Witherbee, John T. Gorman Foundation Thomas Zuke, Androscoggin Bank

Michael Currie, H.M. Payson & Co. Dianne Nason, KeyBank, N.A. Anne Swift-Kayatta Lisa Toner, Hannaford Bros. Co.

Eugene Waters, Living Wealth Partners Barbara Wheaton, Pierce Atwood LLP Annie Williamson


Alice Kornhauser, Vice President, Marketing & Communications Kathy Leddy, Relationship Manager Bryan O’Connor, Vice President, Finance Suzi Piker, Chief Storyteller Erica Paradis, Administrative Assistant & Receptionist Michelle Ramirez, Administrative Assistant, Community Impact Emily Rines, Community Impact Director, Health Rhiannon Robnett, Relationship Manager John Shoos, Senior Vice President, Public Policy & Advocacy Casey Smith, Project Coordinator, Volunteer Engagement Kerry Smith, Relationship Manager Karen Stephenson, Director, Volunteer Engagement Ainsley Wallace, Director of Major Gifts & Planned Giving Val Yates, Executive Assistant Carrie Zeisse, Senior Vice President, Operations

Suzanne McCormick, President & CEO Andy Abrams, Vice President, Information Technology Dan Coyne, Director of Public Policy Lesley Clunie, Relationship Manager Mary Collins, Information Technology Associate Dawn Cyr, Senior Finance Associate Rebecca Ermlich, Community Impact Director, Income Jessica Esch, LUBrarian Nicole Evans, Program Director, CA$H Greater Portland Carter Friend, Senior Vice President, Community Impact Joe Gildart, Finance Associate Jim Hanna, Program Manager, Cumberland County Food Security Council Dolly Hersom, Community Impact Director, Community Inclusion Sadie Kitchen, Administrative Assistant, Resource Development


Direct community and program investments.............................$9,142,172


Workforce giving...................................$5,046,356 Grants......................................................2,394,862

ALLOCATION BREAKDOWN Partner agency program investments..... 3,857,190 Community Impact program expenses.....2,114,854 Designations............................................ 1,333,445 2-1-1 Maine operations.............................1,199,885 Agency support.......................................... 381,428 Volunteer support...................................... 175,288 Grants........................................................... 80,082

Corporate gifts.........................................1,992,197 Investment gains...................................... 1,319,912 Service fees and miscellaneous................. 494,539 Individual gifts........................................... 487,284 Endowment gifts.......................................... 38,944

Fundraising costs....................................... 707,546 Administrative expenses............................ 405,691

UNITED WAY OF GREATER PORTLAND CONSOLIDATED STATEMENT OF FINANCIAL POSITION As of June 30, 2011, with summarized financial information for June 30, 2010




Cash and cash equivalents Pledges receivable, net Other receivables Loans and advances to agencies Other assets Long-term investments Beneficial interest in a perpetual trust Equipment, less accumulated depreciation


5,322,388 4,185,415 79,304 177,558 27,199 6,204,534 1,228,308 221,865






267,567 2,437,792 255,934

$361,454 2,093,670 114,656





Unrestricted Board designated-endowment


3,283,708 3,587,515


2,807,016 3,102,772

Temporarily restricted Permanently restricted


4,686,308 2,927,747


4,865,191 2,703,335







Liabilities and Net Assets Accounts payable and accrued liabilities Designations payable Other liabilities



5,471,568 3,840,481 134,433 187,498 27,438 5,263,846 1,033,325 107,505


These two pages include United Way of Greater Portland’s audited Statement of Financial Position and Statement of Financial Activities for the Fiscal Year 2011 (July 1, 2010 – June 30, 2011). A complete audit of United Way of Greater Portland’s financial statements is conducted annually by the certified public accounting firm of Baker Newman Noyes. Copies of the full 2011 audited report are available at

UNITED WAY OF GREATER PORTLAND CONSOLIDATED STATEMENT OF ACTIVITIES As of June 30, 2011, with summarized financial information for June 30, 2010 2011 CAMPAIGN RESULTS 2011 Campaign Results 2010 Campaign Results 2009 Campaign Results 2008 Campaign Results Less donor designations, net Less provisions for uncollectible pledges Net campaign results


Unrestricted — — — — — — —



Temporarily Restricted 214,304 7,437,085 66,828 — -1,352,054 -192,380 6,173,783

Permanently Restricted $ — — — — — — —


Total 214,304 7,437,085 66,828 — -1,352,054 -192,380 6,173,783


Total — 405,640 7,916,309 128,897 -1,343,910 -306,116 6,800,820

REVENUE, GAINS, AND OTHER SUPPORT: Net assets released from restriction: 2010 campaign 2009 campaign Gifts and bequests Grant and contract revenue Service fees Investment income Realized gains on investment Unrealized gains on investment Miscellaneous Other assets released from restriction Gain on perpetual trust Total revenues EXPENSES: Agency allocations/awards Less donor designations, net Community Impact Agency services Volunteer development 211 Maine Total Program services

2,830,956 3,527,160 9,515 — 308,014 104,685 171,868 349,349 126,983 1,486,985 — 8,915,514

-2,830,956 -3,527,160 — 1,267,736 — 63,825 144,576 290,626 — -1,486,985 — 95,445

— — 29,429 — — — — — — — 194,983 224,412

— — 38,944 1,267,736 308,013 168,510 316,444 639,975 126,983 — 194,983 9,235,371

— — 51,635 2,431,687 310,896 152,516 22,361 342,335 105,399 — 65,884 10,283,533

5,270,717 -1,333,445 2,364,854 381,428 175,288 — 6,858,842

— — — — — — —

— — — — — — —

5,270,717 -1,333,445 2,114,854 381,428 175,288 1,199,885 7,808,727

5,315,636 -1,411,536 2,072,295 366,665 163,557 1,277,689 7,784,306

Supporting services- management and general and fundraising Total expenses Change in net assets Net assets, beginning of year Net assets, end of year

1,113,237 7,972,079 943,435 5,927,788 6,871,223

— — 95,445 4,590,886 4,686,311

— — 224,412 2,703,335 2,927,747

1,113,237 7,972,079 1,263,292 13,221,989 14,485,281

1,189,580 8,973,886 1,309,647 12,186,667 13,496,314






Nonprofit Organization US Postage PAID Permit #187 Portland, ME

United Way of Greater Portland P.O. Box 15200 Portland, ME 04112



United Way of Greater Portland 2010-2011 Annual Report  

Improving people's lives by mobilizing the caring power of our communities.

United Way of Greater Portland 2010-2011 Annual Report  

Improving people's lives by mobilizing the caring power of our communities.