Nonprofit · EIN 01-0274725
THE OPPORTUNITY ALLIANCE
Tax-exempt · S PORTLAND, ME 04106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $40,279,506 | $39,430,374 | $849,132 | $20,967,347 | $8,974,846 | $11,992,501 |
| June 30, 2024 | 990 | $36,544,941 | $37,252,730 | -$707,789 | $23,910,412 | $13,089,320 | $10,821,092 |
| June 30, 2023 | 990 | $57,557,910 | $57,055,310 | $502,600 | $25,605,234 | $14,720,319 | $10,884,915 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,993,658
- of which government grants
- $21,795,693
- Program service revenue
- $15,431,957
- Investment income
- $896,479
- Net gain from sales of assets
- $790,292
- Net income from fundraising events
- -$42,588
- Other revenue
- -$42,588
Expenses
- Grants and similar amounts paid
- $695,612
- Compensation of officers, directors and key employees
- $395,032
- Other salaries and wages
- $22,674,476
- Salaries, compensation and benefits (total)
- $29,270,192
- Professional fundraising fees
- $0
- Legal fees
- $52,277
- Accounting fees
- $96,795
- Occupancy
- $3,381,716
- Depreciation
- $460,319
- Program services (functional)
- $34,858,446
- Management and general (functional)
- $4,356,661
- Fundraising (functional)
- $215,267
Balance sheet and other
- Total assets, start of year
- $23,910,412
- Total assets, end of year
- $20,967,347
- Total liabilities, end of year
- $8,974,846
- Net assets, end of year
- $11,992,501
- Land, buildings and equipment
- $6,917,091
- Publicly traded securities
- $2,511,211
- Net assets without donor restrictions
- $11,290,411
- Net assets with donor restrictions
- $702,090
- Gross receipts
- $40,379,993
- Employees
- 667
- Volunteers
- 150
- Year formed
- 1965
- 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 |
|---|---|---|---|---|
| Joseph R Everett | President & CEO Officer | 40 | $185,666 | $16,192 |
| Dawn A Ouellette | Chief Financial Officer Officer | 40 | $159,454 | $33,720 |
| Louise M Marsden | VP of Children & Family Services Highest-paid employee | 40 | $154,930 | $15,899 |
| Sarah D Maxwell | Chief Operating Officer Highest-paid employee | 40 | $136,544 | $25,559 |
| Kristin Ricciardone | VP of Residential Programs Highest-paid employee | 40 | $117,990 | $35,144 |
| Karen A Turgeon | VP of Programs Highest-paid employee | 40 | $120,825 | $22,778 |
| Ashley Goulet | VP of Operations Highest-paid employee | 40 | $113,259 | $15,901 |
| Josh Steirman | Board Chair Trustee or director, Officer | 3 | $0 | $0 |
| Erin Diekema | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Kris Sahonchik | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| Rebecca Bloch | Trustee Trustee or director | 2 | $0 | $0 |
| Abusana Micky Bondo | Trustee Trustee or director | 1 | $0 | $0 |
| Anneliese Gerland | Trustee Trustee or director | 1 | $0 | $0 |
| Steve Gorsun | Trustee Trustee or director | 1 | $0 | $0 |
| Meghan Henry | Trustee Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeanne Hulit | Trustee Trustee or director | 1 | $0 |
| Frances Hutchinson | Trustee Trustee or director | 1 | $0 |
| Bernie Kavanagh | Trustee Trustee or director | 1 | $0 |
| Anne LaFond | Trustee Trustee or director | 3 | $0 |
| Ghomri Rostampour | Trustee Trustee or director | 1 | $0 |
| Betsy Tod | Trustee Trustee or director | 1 | $0 |
| Nina Trowbridge | Trustee Trustee or director | 1 | $0 |
| Penelope Wheeler-Abbott | Trustee Trustee or director | 1 | $0 |
| Robert Payne | Chief Financial Officer Officer | 40 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph R Everett | President & CEO Officer | 40 | $192,899 | $15,951 |
| Dawn A Ouellette | Chief Financial Officer Officer | 40 | $169,546 | $37,353 |
| Sarah D Maxwell | Chief Operating Officer Highest-paid employee | 40 | $149,843 | $24,512 |
| Clare Loxterkamp | MAT Prescriber Highest-paid employee | 40 | $151,907 | $22,387 |
| Louise M Marsden | VP of Children & Family Services Highest-paid employee | 40 | $141,177 | $14,800 |
| Karen A Turgeon | VP of Programs Highest-paid employee | 40 | $128,000 | $21,924 |
| Kelli Wedgewood | Clinical Supervisor Highest-paid employee | 40 | $125,739 | $5,029 |
| Josh Steirman | Board Chair Trustee or director, Officer | 3 | $0 | $0 |
| Elizabeth Conrad | Vice Chair Trustee or director, Officer | 3 | $0 | $0 |
| Erin Diekema | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| Kris Sahonchik | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| Rebecca Bloch | Trustee Trustee or director | 2 | $0 | $0 |
| Abusana Micky Bondo | Trustee Trustee or director | 1 | $0 | $0 |
| Anneliese Gerlund | Trustee Trustee or director | 1 | $0 | $0 |
| Meghan Henry | Trustee Trustee or director | 1 | $0 | $0 |
| Jeanne Hulit | Trustee Trustee or director | 1 | $0 | $0 |
| Frances Hutchinson | Trustee Trustee or director | 1 | $0 | $0 |
| Bernie Kavanagh | Trustee Trustee or director | 1 | $0 | $0 |
| Anne LaFond | Trustee Trustee or director | 3 | $0 | $0 |
| Ghomri Rostampour | Trustee Trustee or director | 1 | $0 | $0 |
| Rebecca Smith | Trustee Trustee or director | 1 | $0 | $0 |
| Betsy Tod | Trustee Trustee or director | 1 | $0 | $0 |
| Nina Trowbridge | Trustee Trustee or director | 1 | $0 | $0 |
| Penelope Wheeler-Abbott | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph R Everett | President & CEO Officer | 40 | $188,659 | $16,317 |
| Dawn A Ouellette | Chief Financial Officer Officer | 40 | $143,557 | $37,685 |
| Sarah D Maxwell | Chief Operating Officer Highest-paid employee | 40 | $121,818 | $24,817 |
| Kristin E Ricciardone | VP of Residential Programs Highest-paid employee | 40 | $107,756 | $33,397 |
| Louise M Marsden | VP of Children & Family Services Highest-paid employee | 40 | $120,445 | $14,430 |
| Karen A Turgeon | VP of Programs Highest-paid employee | 40 | $112,993 | $21,699 |
| Angela D Hansen | VP of Human Resources Highest-paid employee | 40 | $109,875 | $13,002 |
| Josh Steirman | Vice Chair and Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| Elizabeth Conrad | Vice Chair Trustee or director, Officer | 3 | $0 | $0 |
| Kris Sahonchik | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| Erin Diekema | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| Rebecca Bloch | Trustee Trustee or director | 2 | $0 | $0 |
| Abusana Micky Bondo | Trustee Trustee or director | 1 | $0 | $0 |
| Anneliese Gerlund | Trustee Trustee or director | 1 | $0 | $0 |
| Meghan Henry | Trustee Trustee or director | 1 | $0 | $0 |
| Jeanne Hulit | Trustee Trustee or director | 1 | $0 | $0 |
| Frances Hutchinson | Trustee Trustee or director | 1 | $0 | $0 |
| Bernie Kavanagh | Trustee Trustee or director | 1 | $0 | $0 |
| Anne LaFond | Trustee Trustee or director | 3 | $0 | $0 |
| Ghomri Rostampour | Trustee Trustee or director | 1 | $0 | $0 |
| Rebecca Smith | Trustee Trustee or director | 1 | $0 | $0 |
| Betsy Tod | Trustee Trustee or director | 1 | $0 | $0 |
| Nina Trowbridge | Trustee Trustee or director | 1 | $0 | $0 |
| Penelope Wheeler-Abbott | Trustee Trustee or director | 1 | $0 | $0 |
| Colette Twigg-Rowse | Past Chair Trustee or director, Officer | 3 | $0 | $0 |
| Katherine Pelletreau | Past Trustee Trustee or director | 2 | $0 | $0 |
| Marie-Christine Simbizi | Past Trustee Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 50 LYDIA LN, S PORTLAND, ME 04106-2156
- Principal officer (990 for 2024)
- Joseph Everett, 50 Lydia Lane, South Portland, ME 04106
- Signed the 990
- Robert Payne, Chief Financial Officer
- Phone
- (207) 874-1175
- Website
- www.opportunityalliance.org
- Return prepared by
- Berry Dunn McNeil & Parker LLC
Mission
To build better lives and stronger communities across Maine, The Opportunity Alliance supports people with the programs and resources they need to improve their health, safety, and stability.
Program accomplishments
- Childcare & Early Childhood Education- A collection of programs working in partnership with families and the community to ensure children are ready for school.- Early Childhood Education: TOA believes that the pathway to school success begins even before a child is born. Staff work with families to support the social, emotional, cognitive, and physical development of their children at all ages, in classrooms and at home, to prepare them for their later transition into kindergarten. All TOA Early Childhood Education programs meet the comprehensive Head Start Performance Standards to ensure the highest quality of services for children and families across Cumberland County. Programs include: - Early Head Start: A free family visiting program for qualifying families. "Parent Partners" make weekly home visits to pregnant mothers and children aged 0-3 and their families. - Head Start: A program that provides all children with a safe nurturing environment while supporting parents as they identify and meet their own goals and nurture the development of their children. Head Start sites are located throughout Cumberland County and are free to qualifying families. - Public Pre-K Partnerships: Head Start partners with the Public School System. Head Start and Department of Education funds are used to deliver this model. In these classrooms, transportation is provided by the school districts. - Childcare: Offered full day/full year. TOA serves children 6 weeks to 5 years old. Subsidized childcare fees are on a sliding scale and are based on household income and family size.- Parent Education: Evidence- and strength-based parenting education classes that provide parents and caregivers an opportunity to develop and strengthen their parenting skills.- Whole Families/ TogetherWeWork: Coaching services provided to low-income families emphasizing education, economic support, social capital, and health and well-being for both children and parents. - Maine Families: Works in partnership with expectant parents and parents of babies and toddlers to ensure safe home environments, promote healthy growth and development for babies and young children, and provide key connections to needed services.- Women, Infants and Children (WIC): WIC is a nutritional education program which provides supplemental foods to promote good health for pregnant, postpartum, and breastfeeding women, and infants and children up to age 5.- SNAP-Ed provides nutrition education classes for low-income children and families.Expenses $6,824,362 · grants $695,612 · revenue $3,013,898
- Behavioral Health & Wellness- A continuum of community and residential mental health and substance use disorder services for children and adults.Community Mental HealthBehavioral Health Home (BHH): Delivers integrated care to people who struggle with mental health. BHH care coordinators, in collaboration with the program nurse care manager, help clients consider their needs around housing, health care, finances, work, education, social and recreation time, and other areas that are important to them. Together, clients and care coordinators use this information to develop a treatment plan made up of individual goals and preferences.Broadway Crossings Adult Crisis Stabilization Unit: With a capacity of eight adult beds, this short-term crisis stabilization unit provides an alternative to hospitalization that allows people to remain connected to their support networks in the community.Children's Behavioral Health Home: An integrated approach working to meet the physical and mental health needs of children and young adults with developmental, behavioral, or mental health concerns.Mobile Crisis Response Services-Mobile Outreach: Available 24- hours a day, 365 days a year, individuals and families experiencing a behavioral health crisis have immediate and free access to a team of trained professionals.High Fidelity Wraparound: This program offers a family-centered, community-oriented, strengths-based, individualized planning process that relies on a balance of formal and informal supports to help children and families achieve their goals.Homeless Youth Services: Community-based case management services for youth and families at risk of or currently experiencing homelessness in southern Maine.The Maine Crisis Line Statewide Crisis Telephone Response: The Maine Crisis Line (MCL) is the state's crisis telephone response service for individuals or families experiencing a behavioral health crisis or having thoughts of suicide and/or self-harm. Trained crisis call specialists answer the line and provide free and confidential telephone support and stabilization 24 hours a day, 7 days a week. MCL is the single point of entry to Maine's Behavioral Health Crisis Services System through the toll-free number: 1-888-568-1112. The 988 Suicide and Crisis Lifeline, a new three-digit dialing code available nationwide as an easy-to-remember connection to help for anyone experiencing a suicidal or mental health crisis. In Maine, calls to 988 are routed to The Maine Crisis Line, operated by TOA.The Project for Assistance in Transition from Homelessness (PATH): Outreach, engagement, and referral services for people with mental illness and those with co-occurring substance use disorders who are experiencing homelessness in York and Cumberland County.Residential ServicesGordon Green: An eight-bed permanent residence providing intensive treatment and support for elderly adults under guardianship with a combination of challenges including mental illness and disabilities related to age or physical impairments.Helen Winslow Ray House: With a capacity of eight residents, this program provides trauma-informed treatment and support services to adults living with mental illness. Often clients have co-occurring conditions, such as chronic health problems and/or substance use disorders.Morrison Place: A 12-bed treatment facility offering intensive individualized treatment of homeless adults with co-occurring mental health and substance abuse issues. The program helps clients to achieve recovery and lead sober, stable lives through education and group and individual counseling. Throughout their time at Morrison Place, clients learn to build strong relationships with peers, family and friends, and other individuals throughout the community.The Ocean Street Residential Program: Provides trauma-informed treatment and support services to eight adults living with mental illness complicated by co-occurring chronic health conditions as well as a potential substance use disorder.The Bridge: A 12-bed short-term residential treatment program for homeless adults with a major mental illness, provides a comprehensive treatment program that assists residents with securing long-term housing while stabilizing their mental health and connecting them to community resources and supports.Expenses $20,290,814 · revenue $9,183,437
- Poverty & Economic Supports- A collection of programs and services designed to increase income, and basic needs by ensuring access to food, safe and stable shelter, utilities, as well as volunteer opportunities.Cumberland County Homeless Prevention Program: Assists families and individuals who live in Cumberland County (excluding Portland, Brunswick and Frye Island) in finding, securing, and/or maintaining housing.Energy Crisis Intervention Program (ECIP): For urgent situations, this program provides emergency fuel assistance to HEAP eligible households in Cumberland County. A household may be eligible for up to $400 in emergency funds (or 100 gallons) to avert an energy crisis. Those in danger of a utility disconnect that directly affects their ability to heat the home, who do not have the financial resources to pay utility providers, may also receive ECIP benefits.Keep ME Warm: Fuel assistance distributed to Mainers by 211.Wrap Funds: Discretionary grant funds available to meet urgent needs of adults with severe and persistent mental illness.Foster Grandparent Program: Provides an opportunity for volunteers aged 55 and older to stay active by providing 10-40 hours a week of emotional and educational support to children in the classroom.Home Energy Assistance Program (HEAP): To help Mainers stay safe and warm, HEAP provides money to help eligible homeowners and renters in Cumberland County pay for a portion of their annual heating expenses. The program provides a one-time, per-season, direct payment to heat vendors for homes heated with oil, kerosene, wood, propane, natural gas, electricity, and other fuels. Senior Companion Program: A volunteer opportunity for adults over the age of 55, interested in sharing their time to help homebound elders remain living independently in their own home and/or provide respite for family caregivers.211 Maine: In partnership with Maine United Ways, TOA runs the statewide 211 call center, where specialists can be reached via phone, text, or email 24/7 to provide free and confidential information and connect callers to local programs. You can also search our online directory, then call us to discuss the options that are best for you. Resources include aging and disability, basic needs, crisis, education, family, food, health, housing, jobs, substance use, and more.Expenses $7,743,270 · revenue $3,234,622
- Community Well-Being- A collection of programs working with youth, families, neighbors, and partner organizations to build strong networks and healthy neighborhoods.Lakes Region Collective Action Network (LRCAN): An open meeting for community service providers in the Lakes Region to come together to network, share resources, and collaborate on addressing community challenges.Maine Youth Action Network (MYAN): MYAN is a statewide network of committed adults and passionate young people who believe in the transformative power of youth leadership. MYAN encourages prevention-focused, youth-centric social change through programming and technical assistance for young people and adults.Community Building: A place-based initiative that helps transform target neighborhoods into communities where people know each other and take care of each other. TOA Community Builders are on the ground in the target communities (South Portland, and Bridgton/ Lakes Region) to support residents in creating long-term, systemic change. Community School Development Project at South Portland Middle School: Community Schools are public schools that provide services and support, created and run by people who know the community best.
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
- 01-0274725
- 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
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $20,967,347
- Income (IRS master file)
- $40,379,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $40,279,506 | $39,430,374 | $20,967,347 | XML |
| 990 | June 2024 | $36,544,941 | $37,252,730 | $23,910,412 | XML |
| 990 | June 2023 | $57,557,910 | $57,055,310 | $25,605,234 | XML |
| 990 | June 2022 | $84,718,963 | $84,991,231 | $26,061,913 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 01-0274725).
Questions about THE OPPORTUNITY ALLIANCE
- What is the EIN of THE OPPORTUNITY ALLIANCE?
- The employer identification number (EIN) of THE OPPORTUNITY ALLIANCE is 01-0274725.
- Is THE OPPORTUNITY ALLIANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to THE OPPORTUNITY ALLIANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE OPPORTUNITY ALLIANCE 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 THE OPPORTUNITY ALLIANCE 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 THE OPPORTUNITY ALLIANCE 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 THE OPPORTUNITY ALLIANCE?
- The 990 for the year ended June 30, 2025 names Joseph Everett.
- Who are the officers and directors of THE OPPORTUNITY ALLIANCE?
- The 990 for the year ended June 30, 2025 lists 24 people; 7 received compensation from the organization, the highest $185,666 (Joseph R Everett, President & CEO).
- How much revenue does THE OPPORTUNITY ALLIANCE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $40,279,506, expenses of $39,430,374 and total assets of $20,967,347 at year end.
Other nonprofits in S PORTLAND
- PORT RESOURCES EIN 01-0367582 · last filed 990 for 2025
- PEREGRINE CORP EIN 01-0473116 · last filed 990 for 2025
- CONNECTIONS FOR KIDS EIN 01-0500427 · last filed 990 for 2025
- CAPE ELIZABETH HOME EIN 01-0238086 · last filed 990-PF for 2025
- GLOBAL RECOVERY INC EIN 83-1733986 · last filed 990-EZ for 2023
- YETU HOUSING AND COMMUNITY RESOURCES EIN 93-2707767 · last filed 990-N for 2023
- YORK COUNTY TRIAD INC EIN 20-2899434 · last filed 990-N for 2025
- NEVER STOP EIN 93-2711349 · last filed 990-N for 2025