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Community Development : United Ways (Grantmaking)

United Way of Greater Portland

Live United

four stars

90.16

550 Forest Avenue Suite 100
Portland, ME 04101
tel: (207) 874-1000   Web Site
EIN: 01-0241767

Board Leadership
Bill Fletcher
Chair

CEO
Liz Cotter Schlax
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 90.16 four stars
  Financial 86.09 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 11/01/2020 and includes data from FY2019, the most recent 990 received at that time.

United Way of Greater Portland is where the community comes together to help children, individuals, and families in ways that create a brighter future for all.

For 90 years, United Way of Greater Portland's mission has been to improve people's lives by mobilizing the caring power of our community. Today, we are uniting individuals and organizations around our community's shared vision, Thrive2027, three 10-year goals to improve education, financial stability, and health for every person in Greater Portland.

With community partners, we build on strategies that are known to achieve the best results, and we rigorously evaluate our progress. And, because we believe everyone has a role to play in building a thriving community, we actively seek to engage donors, advocates, and volunteers to create measurable, long-lasting community change.

United Way of Greater Portland is where the community comes together to help children, individuals, and families in ways that create a brighter future for all.

For 90 years, United Way of Greater Portland's mission has been to improve people's lives by mobilizing the caring power of our community. Today, we are uniting individuals and organizations around our community's shared vision, Thrive2027, three 10-year goals to improve education, financial stability, and health for every person in Greater Portland.

With community partners, we build on strategies that are known to achieve the best results, and we rigorously evaluate our progress. And, because we believe everyone has a role to play in building a thriving community, we actively seek to engage donors, advocates, and volunteers to create measurable, long-lasting community change.

Financial

three stars

86.09

Accountability & Transparency

four stars

100.00

This rating was published 11/01/2020 and includes data from FY2019, 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)
78.2%
  Administrative Expenses 8.5%
  Fundraising Expenses 13.1%
  Fundraising Efficiency $0.14
  Working Capital Ratio (years) 1.27
  Program Expenses Growth 1.0%
  Liabilities to Assets 21.5%
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) 90.16 four stars
United Way of Mower County (MN) 92.38 four stars
United Way of Rock River Valley (IL) 89.20 three stars
United Way of Central Florida (FL) 92.98 four stars
Tulsa Area United Way (OK) 90.22 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,991,292
   Federated Campaigns $94,239
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $8,085,531
   Program Service Revenue $455,762
Total Primary Revenue $8,541,293
   Other Revenue $222,234
TOTAL REVENUE $8,763,527
   
EXPENSES  
   Program Expenses $7,277,804
   Administrative Expenses $785,571
   Fundraising Expenses $1,354,338
TOTAL FUNCTIONAL EXPENSES $9,417,713
   
Payments to Affiliates $86,938
Excess (or Deficit) for the year $-654,186
   
Net Assets $15,080,373

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
Goal 2: Empower Neighbors to Thrive $2,058,101 28.3%
Goal 3: Helping Us All Live Longer, Better Lives $1,246,179 17.1%
Goal 1: Give Kids a Strong Start $1,078,843 14.8%

Ratings History
United Way of Greater Portland has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 11/01/2020 90.16 four stars
2018-06 06/01/2019 91.66 four stars
2017-06 08/01/2018 88.93 three stars
2016-06 11/01/2017 84.84 three stars
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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$162,627 1.72% Liz Cotter Schlax President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Portland (ME) 90.16 four stars
United Way of Calvert County (MD) 93.88 four stars
Middlesex United Way (CT) 86.25 three stars
United Way of Summit County (OH) 88.41 three stars
United Way of Bartholomew County (IN) 98.23 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Greater Portland
550 Forest Avenue
Suite 100
Portland, ME 04101
tel: (207) 874-1000
fax: (207) 874-1007
TTY: (207) 874-1006
EIN: 01-0241767

Visit Web Site

Board Leadership

Bill Fletcher
Chair

CEO

Liz Cotter Schlax
President and CEO

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