Nonprofit · EIN 01-0241767
UNITED WAY INC
Tax-exempt · PORTLAND, ME 04101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,910,279 | $9,996,311 | -$1,086,032 | $19,460,731 | $3,125,037 | $16,335,694 |
| June 30, 2024 | 990 | $9,538,507 | $12,941,051 | -$3,402,544 | $20,211,678 | $3,976,885 | $16,234,793 |
| June 30, 2023 | 990 | $12,277,892 | $13,922,816 | -$1,644,924 | $22,491,063 | $4,162,353 | $18,328,710 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,343,875
- of which government grants
- $236,592
- Program service revenue
- $209,587
- Investment income
- $356,817
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,241,753
- Compensation of officers, directors and key employees
- $558,071
- Other salaries and wages
- $2,914,592
- Salaries, compensation and benefits (total)
- $4,238,836
- Professional fundraising fees
- $0
- Legal fees
- $27,050
- Accounting fees
- $30,933
- Occupancy
- $302,318
- Travel
- $23,377
- Depreciation
- $66,719
- Program services (functional)
- $7,228,426
- Management and general (functional)
- $1,476,413
- Fundraising (functional)
- $1,291,472
Balance sheet and other
- Total assets, start of year
- $20,211,678
- Total assets, end of year
- $19,460,731
- Total liabilities, end of year
- $3,125,037
- Net assets, end of year
- $16,335,694
- Land, buildings and equipment
- $343,813
- Publicly traded securities
- $12,173,972
- Net assets without donor restrictions
- $7,561,535
- Net assets with donor restrictions
- $8,774,159
- Gross receipts
- $8,910,279
- Employees
- 58
- Volunteers
- 1,701
- Year formed
- 1929
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elizabeth Cotter Schlax | Past Secretary/President/CEO Trustee or director, Officer | 40 | $200,262 | $14,541 |
| Dan Coyne | Secretary/President/CEO Trustee or director, Officer | 40 | $152,336 | $39,377 |
| Kristin Chase Duffy | Chief Operating & Comm. Officer Officer | 40 | $140,203 | $11,352 |
| Cameron Peden | Chief People & Development Officer Highest-paid employee | 40 | $118,231 | $26,006 |
| Todd Cesca | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Michael Bourque | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Dan Eagleson | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Dr Abdullahi Ahmed PhD | Director Trustee or director | 1 | $0 | $0 |
| Brian Ballute | Director Trustee or director | 1 | $0 | $0 |
| Abusana Micky Bondo | Director Trustee or director | 1 | $0 | $0 |
| Nathan Cadorette | Director Trustee or director | 1 | $0 | $0 |
| Anthony Cataldi | Director Trustee or director | 1 | $0 | $0 |
| Dora Clements | Director Trustee or director | 1 | $0 | $0 |
| Dr Dudley Davis PhD | Director Trustee or director | 1 | $0 | $0 |
| Nicole Devoe Lewis | Director Trustee or director | 1 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane Garofalo | Director Chair Emeritus Trustee or director | 1 | $0 |
| Dr Idella Glenn PhD | Director Trustee or director | 1 | $0 |
| Alex Gramling | Director Trustee or director | 1 | $0 |
| Caitlin Grant | Director Trustee or director | 1 | $0 |
| Thomas Hussey | Director Trustee or director | 1 | $0 |
| Robin LaBonte | Director Trustee or director | 1 | $0 |
| Luc Nya | Director Trustee or director | 1 | $0 |
| Rupa Lall Pakash | Director Trustee or director | 1 | $0 |
| Nannette Ranger-Duncanson | Director Trustee or director | 1 | $0 |
| Hilary Rapkin | Director Trustee or director | 1 | $0 |
| Joseph JJ Rouhana | Director Trustee or director | 1 | $0 |
| Meredith Rousseau | Director Trustee or director | 1 | $0 |
| Esi Seng | Director Trustee or director | 1 | $0 |
| Diane Small | Director Trustee or director | 1 | $0 |
| Sharon Underberg | Director Trustee or director | 1 | $0 |
| Jennifer McCarthy | Past Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elizabeth Cotter Schlax | Secretary/President/CEO Trustee or director, Officer | 40 | $192,862 | $13,273 |
| Dan Coyne | SVP, Community Impact & Governance Officer | 40 | $150,460 | $24,619 |
| Kristin Chase Duffy | SVP, Technology & Communication Highest-paid employee | 40 | $132,687 | $11,681 |
| Cameron Peden | SVP, Resource Development and People Highest-paid employee | 40 | $105,153 | $28,877 |
| Todd Cesca | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Michael Bourque | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Kierston Van Soest | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Ahmed Abdirahman | Director Trustee or director | 1 | $0 | $0 |
| Brian Ballute | Director Trustee or director | 1 | $0 | $0 |
| Abusana Micky Bondo | Director Trustee or director | 1 | $0 | $0 |
| Xavier Botana | Director Trustee or director | 1 | $0 | $0 |
| Nathan Cadorette | Director Trustee or director | 1 | $0 | $0 |
| Dora Clements | Director Trustee or director | 1 | $0 | $0 |
| Dudley Davis PhD | Director Trustee or director | 1 | $0 | $0 |
| Dan Eagleson | Director Trustee or director | 1 | $0 | $0 |
| Karen Garnett | Director Trustee or director | 1 | $0 | $0 |
| Diane Garofalo | Director Trustee or director | 1 | $0 | $0 |
| Idella Glenn PhD | Director Trustee or director | 1 | $0 | $0 |
| Caitlin Grant | Director Trustee or director | 1 | $0 | $0 |
| Quincy Hentzel | Director Trustee or director | 1 | $0 | $0 |
| Thomas Hussey | Director Trustee or director | 1 | $0 | $0 |
| Robin LaBonte | Director Trustee or director | 1 | $0 | $0 |
| Nicole Devoe Lewis | Director Trustee or director | 1 | $0 | $0 |
| Jennifer McCarthy | Director Trustee or director | 1 | $0 | $0 |
| Luc Nya | Director Trustee or director | 1 | $0 | $0 |
| Hilary Rapkin | Director Trustee or director | 1 | $0 | $0 |
| Meredith Rousseau | Director Trustee or director | 1 | $0 | $0 |
| Esi Seng | Director Trustee or director | 1 | $0 | $0 |
| Diane Small | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Stauffis | Director Trustee or director | 1 | $0 | $0 |
| Sharon Underberg | Director Trustee or director | 1 | $0 | $0 |
| Lorelei Richey | Past Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elizabeth Cotter Schlax | Secretary/President/CEO Trustee or director, Officer | 40 | $183,714 | $13,514 |
| Danny Coyne | SVP, Community Impact & Finance Officer | 40 | $125,795 | $24,385 |
| Matthew Wolcott | SVP, Resource Dev. & Goverance Highest-paid employee | 40 | $113,829 | $29,158 |
| Kristin Chase Duffy | SVP, Technology & Communications Highest-paid employee | 40 | $121,039 | $11,064 |
| Diane Garofalo | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Todd Cesca | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Brian Ballute | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Ahmed Abdirahman | Director Trustee or director | 1 | $0 | $0 |
| Xavier Botana | Director Trustee or director | 1 | $0 | $0 |
| Michael Bourque | Director Trustee or director | 1 | $0 | $0 |
| Nathan Cadorette | Director Trustee or director | 1 | $0 | $0 |
| Glenn Cummings | Director Trustee or director | 1 | $0 | $0 |
| Dudley Davis | Director Trustee or director | 1 | $0 | $0 |
| Alexa Dayton | Director Trustee or director | 1 | $0 | $0 |
| Dan Eagleson | Director Trustee or director | 1 | $0 | $0 |
| Erich Fogg | Director Trustee or director | 1 | $0 | $0 |
| Karen Garnett | Director Trustee or director | 1 | $0 | $0 |
| Idella Glenn | Director Trustee or director | 1 | $0 | $0 |
| Caitlin Grant | Director Trustee or director | 1 | $0 | $0 |
| Quincy Hentzel | Director Trustee or director | 1 | $0 | $0 |
| Thomas Hussey | Director Trustee or director | 1 | $0 | $0 |
| Lou Inzana | Director Trustee or director | 1 | $0 | $0 |
| Leeann Leahy | Director Trustee or director | 1 | $0 | $0 |
| Robert Mackenzie | Director Trustee or director | 1 | $0 | $0 |
| Luc Nya | Director Trustee or director | 1 | $0 | $0 |
| Hilary Rapkin | Director Trustee or director | 1 | $0 | $0 |
| Lorelei Richey | Director Trustee or director | 1 | $0 | $0 |
| Meredith Rousseau | Director Trustee or director | 1 | $0 | $0 |
| Claude Rwaganje | Director Trustee or director | 1 | $0 | $0 |
| Esi Seng | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Stauffis | Director Trustee or director | 1 | $0 | $0 |
| Sharon Underberg | Director Trustee or director | 1 | $0 | $0 |
| Michael Vail | Director Trustee or director | 1 | $0 | $0 |
| Kierston Van Soest | Director Trustee or director | 1 | $0 | $0 |
| Alicia Walsh | Director Trustee or director | 1 | $0 | $0 |
| Jill Duson | Past Director Trustee or director | 1 | $0 | $0 |
| Ben LaBelle | Past Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 550 FOREST AVE STE 100, PORTLAND, ME 04101-1512
- Principal officer (990 for 2024)
- Dan Coyne, 550 Forest Avenue 100, Portland, ME 04101
- Signed the 990
- Dan Coyne, President/CEO
- Phone
- (207) 874-1000
- Website
- www.uwsme.org
- Return prepared by
- Berry Dunn McNeil & Parker LLC
Mission
United Way of Southern Maine (UWSM) improves lives by mobilizing the caring power of our communities.
Program accomplishments
- 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.Expenses $563,967 · grants $392,752
- UWSM helps individuals and families, especially ALICE households, build financial stability by expanding access to education, job training, income supports, and safe, stable housing. UWSM advances Thrive2027 Goal 2: By 2027, 70% of households will pay less than 30% of income on housing. In the past year, UWSM funded programs helped 698 households move from homelessness into safe housing and 1,425 households access or maintain shelter and safety. UWSM also supported LD 641, legislation with the potential to prevent homelessness for more than 1,000 Mainers each year. Through CA$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.Expenses $986,725 · grants $345,674
- 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.Expenses $876,925 · grants $657,380
- 211 Maine, supported by United Way of Southern Maine (UWSM), is a free, confidential 24/7 information and referral service connecting people to essential supports, including housing and shelter, food assistance, mental health services, addiction treatment, utilities help, and crisis resources. Last year, 211 Maine fielded more than 67,008 calls, texts, and emails, providing vital assistance during times of need. 211 also operates specialized services such as the Opiate Helpline, Problem Gambling Helpline, and the statewide Help Me Grow access point. During emergencies, 211 partners with the Maine Emergency Management Agency to direct residents to shelters, provide real time updates, and support disaster recovery. UWSM also manages Keep ME Warm, Maine's only statewide emergency heating assistance initiative. Funds are distributed using LIHEAP formulas to Community Action Agencies, local United Ways, and 211. In 2024, 211 Maine provided over $208,000 in emergency heating support to 523 households and 1,149 individuals, ensuring families had safe, reliable heat during the winter months. Donor Designations: Giving your way.Donor designations allow contributors to direct all or part of their United Way gift to a nonprofit of their choice. These contributions support health and human service organizations across the region. Each designated agency is verified for nonprofit status and compliance with the USA Patriot Act before receiving funds, ensuring responsible stewardship and honoring donor intent.Volunteering: Change starts with people. UWSM believes lasting change happens when people come together to share their time, talent, and compassion. Volunteers are essential to supporting individuals and families who are working hard but struggling to make ends meet, especially ALICE households. Through year-round volunteer opportunities, UWSM connects people to causes they care about reading with students, preparing taxes, assembling literacy kits, and participating in custom workplace projects. UWSM also coordinates large scale community events such as the annual food drive, Day of Action, and literacy and meal kit assembly events. Last year, more than 1,200 volunteers contributed their time to community projects or served on UWSM committees guiding local investments. UWSM also hosts uwsme.galaxydigital.com, where individuals can find opportunities and nonprofits can post their needs. Whether someone volunteers for a single day or makes a long term commitment, every hour helps strengthen and connect our community.Expenses $4,800,809 · grants $2,845,947 · revenue $209,587
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0241767
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $19,460,731
- Income (IRS master file)
- $8,910,279
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,910,279 | $9,996,311 | $19,460,731 | IRS |
| 990 | June 2024 | $9,538,507 | $12,941,051 | $20,211,678 | IRS |
| 990 | June 2023 | $12,277,892 | $13,922,816 | $22,491,063 | XML |
| 990 | June 2022 | $13,282,477 | $10,550,047 | $21,043,682 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0241767).
Questions about UNITED WAY INC
- What is the EIN of UNITED WAY INC?
- The employer identification number (EIN) of UNITED WAY INC is 01-0241767.
- Is UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY INC?
- The 990 for the year ended June 30, 2025 names Dan Coyne.
- Who are the officers and directors of UNITED WAY INC?
- The 990 for the year ended June 30, 2025 lists 31 people; 4 received compensation from the organization, the highest $200,262 (Elizabeth Cotter Schlax, Past Secretary/President/CEO).
- How much revenue does UNITED WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,910,279, expenses of $9,996,311 and total assets of $19,460,731 at year end.
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