United Way Inc

EIN: 010241767 501(c)(3) Philanthropy & Grantmaking

Portland, ME

Total Revenue
$8,910,279
Total Expenses
$9,996,311
Total Assets
$19,460,731
Net Assets
$16,335,694
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1929
Legal Domicile
ME
Principal Officer
Dan Coyne
Phone
2078741000
Tax Period
2024-07-01 to 2025-06-30

United Way Inc, founded in 1929, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $10.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $563,967

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...

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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.

Program 2
Expenses: $986,725

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...

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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.

Program 3
Expenses: $876,925

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,343,875
Program Service Revenue $209,587
Investment Income $356,817
Other Revenue $0
TOTAL REVENUE $8,910,279

Expense Breakdown

Grants Paid $4,241,753
Salaries & Benefits $4,238,836
Fundraising Expenses $1,291,472
Program Expenses $7,228,426
Other Expenses $1,515,722
TOTAL EXPENSES $9,996,311

Year-over-Year Comparison

2024 2023 Change
Revenue $8,910,279 $9,538,507 -0.1%
Expenses $9,996,311 $12,941,051 -0.2%
Net Income $-1,086,032 $-3,402,544 -0.7%
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
27
Independent Members
26
Employees
58
Volunteers
1701

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
$558,071
Total Directors
29
$406,516
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Elizabeth Cotter Schlax Past Secretary/President/CEO 40.00
Officer Director
$200,262 $14,541 $214,803
Dan Coyne Secretary/President/CEO 40.00
Officer Director
$152,336 $39,377 $191,713
Todd Cesca Chair 1.00
Officer Director
$0 $0 $0
Michael Bourque Vice Chair 1.00
Officer Director
$0 $0 $0
Dan Eagleson Treasurer 1.00
Officer Director
$0 $0 $0
Dr Abdullahi Ahmed PhD Director 1.00
Director
$0 $0 $0
Brian Ballute Director 1.00
Director
$0 $0 $0
Abusana Micky Bondo Director 1.00
Director
$0 $0 $0
Nathan Cadorette Director 1.00
Director
$0 $0 $0
Anthony Cataldi Director 1.00
Director
$0 $0 $0
Dora Clements Director 1.00
Director
$0 $0 $0
Dr Dudley Davis PhD Director 1.00
Director
$0 $0 $0
Nicole Devoe Lewis Director 1.00
Director
$0 $0 $0
Diane Garofalo Director Chair Emeritus 1.00
Director
$0 $0 $0
Dr Idella Glenn PhD Director 1.00
Director
$0 $0 $0
Alex Gramling Director 1.00
Director
$0 $0 $0
Caitlin Grant Director 1.00
Director
$0 $0 $0
Thomas Hussey Director 1.00
Director
$0 $0 $0
Robin LaBonte Director 1.00
Director
$0 $0 $0
Luc Nya Director 1.00
Director
$0 $0 $0
Rupa Lall Pakash Director 1.00
Director
$0 $0 $0
Nannette Ranger-Duncanson Director 1.00
Director
$0 $0 $0
Hilary Rapkin Director 1.00
Director
$0 $0 $0
Joseph JJ Rouhana Director 1.00
Director
$0 $0 $0
Meredith Rousseau Director 1.00
Director
$0 $0 $0
Esi Seng Director 1.00
Director
$0 $0 $0
Diane Small Director 1.00
Director
$0 $0 $0
Sharon Underberg Director 1.00
Director
$0 $0 $0
Jennifer McCarthy Past Director 1.00
Director
$0 $0 $0
Kristin Chase Duffy Chief Operating & Comm. Officer 40.00
Officer
$140,203 $11,352 $151,555
Cameron Peden Chief People & Development Officer 40.00
Highest
$118,231 $26,006 $144,237
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 $8,910,279 $9,996,311 $19,460,731 $-1,086,032
2024 $9,538,507 $12,941,051 $20,211,678 $-3,402,544
2023 $12,277,892 $13,922,816 $22,491,063 $-1,644,924
2022 $13,282,477 $10,550,047 $21,043,682 $2,732,430
2021 $9,363,699 $9,655,457 $19,637,248 $-291,758
2020 $9,606,119 $9,841,376 $17,437,834 $-235,257
2019 $8,763,527 $9,417,713 $19,226,817 $-654,186
2018 $11,269,460 $9,318,502 $19,900,385 $1,950,958
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