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Community Development : United Ways (Grantmaking)

United Way of Greater Portland

Live united

three stars

86.77

One Canal Plaza Suite 300
Portland, ME 04112
tel: (207) 874-1000   Web Site
EIN: 01-0241767

Board Leadership
Michael Simonds
Chair

CEO
Liz Cotter Schlax
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 86.77 three stars
  Financial 81.30 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 05/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

81.30

Accountability & Transparency

four stars

100.00

This rating was published 05/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
80.8%
  Administrative Expenses 6.9%
  Fundraising Expenses 12.1%
  Fundraising Efficiency $0.14
  Working Capital Ratio (years) 1.18
  Program Expenses Growth -3.8%
  Liabilities to Assets 24.4%
All data for Financial Performance Metrics calculations was provided by United Way of Greater Portland on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Greater Portland on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Portland (ME) 86.77 three stars
United Way California Capital Region (CA) 87.50 three stars
United Way of Southeast Mississippi (MS) 85.65 three stars
United Way of Southwest Michigan (MI) 93.90 four stars
United Way of York County, Maine (ME) 92.44 four stars

Compare These Charities (Highly Rated)

Founded in 1929, United Way of Greater Portland's mission is to improve people's lives by mobilizing the caring power of our communities. We continue to ensure quality essential services, like affordable childcare, mental health counseling and elder care, and we also bring people together to help identify growing community needs and work toward innovative solutions with measurable results. We are working to advance the common good by focusing on programs supporting education, income and health - the building blocks of a strong community.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,362,827
   Federated Campaigns $104,684
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $7,467,511
   Program Service Revenue $506,961
Total Primary Revenue $7,974,472
   Other Revenue $427,206
TOTAL REVENUE $8,401,678
   
EXPENSES  
   Program Expenses $6,877,815
   Administrative Expenses $739,389
   Fundraising Expenses $1,138,724
TOTAL FUNCTIONAL EXPENSES $8,755,928
   
Payments to Affiliates $71,455
Excess (or Deficit) for the year $-354,250
   
Net Assets $14,086,723

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Education $2,012,074 29.3%
Health $1,565,851 22.8%
Financial Stability $1,126,175 16.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 05/01/2017 86.77 three stars
2015-06 12/21/2016 86.47 three stars
2015-06 09/01/2016 85.61 three stars
2014-06 06/01/2016 87.19 three stars
 
CN 2.0
2014-06 11/01/2015 82.64 three stars
2013-06 11/01/2014 84.41 three stars
2012-06 07/01/2013 84.62 three stars
2011-06 06/01/2012 86.35 three stars
2010-06 09/20/2011 87.80 three stars
 
CN 1.0
2009-06 11/24/2010 88.25 three stars
2008-06 10/01/2009 87.65 three stars
2007-06 03/01/2008 83.44 three stars
2006-06 02/01/2007 82.52 three stars
2005-06 10/01/2006 83.99 three stars
2004-06 10/01/2005 91.72 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 01-0241767
Name in IRS Master File UNITED WAY INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1956
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
Not compensated -- Liz Cotter Schlax President, CEO
Other Salaries of Note
$113,581 1.29% Suzanne McCormick Former President, CEO

Founded in 1929, United Way of Greater Portland's mission is to improve people's lives by mobilizing the caring power of our communities. We continue to ensure quality essential services, like affordable childcare, mental health counseling and elder care, and we also bring people together to help identify growing community needs and work toward innovative solutions with measurable results. We are working to advance the common good by focusing on programs supporting education, income and health - the building blocks of a strong community.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Portland (ME) 86.77 three stars
United Way of Passaic County (NJ) 92.92 four stars
United Way of Santa Fe County (NM) 88.03 three stars
United Way of Indian River County (FL) 91.82 four stars
United Way of Southern Cameron County (TX) 89.39 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of Greater Portland
One Canal Plaza
Suite 300
Portland, ME 04112
tel: (207) 874-1000
fax: (207) 874-1007
TTY: (207) 874-1006
EIN: 01-0241767

Mail donations to:
P.O. Box 15200
Portland, ME 04112

Visit Web Site

Board Leadership

Michael Simonds
Chair

CEO

Liz Cotter Schlax
President and CEO

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