HEART OF MAINE UNITED WAY

EIN: 010211478 501(c)(3) Philanthropy & Grantmaking

BANGOR, ME

Total Revenue
$3,958,454
Total Expenses
$2,402,970
Total Assets
$7,393,006
Net Assets
$6,406,277
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Financial Trends

Organization Details

Formation Year
1937
Legal Domicile
ME
Principal Officer
SHIRAR PATTERSON
Phone
2079412800
Tax Period
2024-07-01 to 2025-06-30

HEART OF MAINE UNITED WAY, founded in 1937, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 39% operating margin.

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

Program Service Accomplishments

Program 1
Expenses: $1,020,181

"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...

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"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.

Program 2
Expenses: $10,788

"VOLUNTEERISM - THROUGH AN ONLINE DATABASE (VOLUNTEERME.HOMEUNITEDWAY.ORG) VOLUNTEERS ARE MATCHED TO MEANINGFUL OPPORTUNITIES THROUGHOUT THE REGION. ADDITIONALLY, VOLUNTEERME OFFERS CAPACITY BUILDING...

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"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.

Program 3
Expenses: $50,059

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...

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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).

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,455,911
Program Service Revenue $0
Investment Income $425,429
Other Revenue $77,114
TOTAL REVENUE $3,958,454

Expense Breakdown

Grants Paid $1,216,212
Salaries & Benefits $677,927
Fundraising Expenses $565,931
Program Expenses $1,800,891
Other Expenses $508,831
TOTAL EXPENSES $2,402,970

Year-over-Year Comparison

2024 2023 Change
Revenue $3,958,454 $2,399,405 +0.6%
Expenses $2,402,970 $2,263,073 +0.1%
Net Income $1,555,484 $136,332 +10.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
16
Employees
11
Volunteers
408

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$127,138
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JESSAMINE POTTLE CHAIR 1.00
Officer Director
$0 $0 $0
WENDY DURRAH VICE CHAIR 1.00
Officer Director
$0 $0 $0
KRISTEN PERRY TREASURER 1.00
Officer Director
$0 $0 $0
KENDRA OVERLOCK SECRETARY 1.00
Officer Director
$0 $0 $0
ASHLEY TKOWSKI DIRECTOR 1.00
Officer Director
$0 $0 $0
PAIGE WILCOX DIRECTOR 1.00
Director
$0 $0 $0
CHRIS WINSTEAD DIRECTOR 1.00
Director
$0 $0 $0
SHIRAR PATTERSON PRESIDENT & 40.00
Officer
$116,471 $10,667 $127,138
JAIME AUDET DIRECTOR 1.00
Director
$0 $0 $0
GERRY FORD DIRECTOR 1.00
Director
$0 $0 $0
KEVIN TESSEO DIRECTOR 1.00
Director
$0 $0 $0
SUE MACKEY ANDREWS DIRECTOR 1.00
Director
$0 $0 $0
DEB SANFORD DIRECTOR 1.00
Director
$0 $0 $0
KATIE FOSTER DIRECTOR 1.00
Director
$0 $0 $0
MATT DEXTER DIRECTOR 1.00
Director
$0 $0 $0
SANDY NESIN DIRECTOR 1.00
Director
$0 $0 $0
MOLLY BRIGGS CAMPAIGN CHA 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,958,454 $2,402,970 $7,393,006 $1,555,484
2024 $2,399,405 $2,263,073 $5,519,444 $136,332
2023 $2,428,940 $2,304,205 $5,478,549 $124,735
2022 $2,989,676 $2,250,284 $5,339,304 $739,392
2021 $3,233,718 $2,638,232 $6,005,814 $595,486
2020 $2,744,404 $2,638,878 $5,286,737 $105,526
2019 $2,337,638 $2,251,498 $5,413,470 $86,140
2018 $2,323,100 $2,326,194 $5,495,243 $-3,094
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