Nonprofit · EIN 01-6004404
UNITED WAY OF KENNEBEC VALLEY
Tax-exempt · AUGUSTA, ME 04330
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,039,722 | $1,752,586 | $287,136 | $3,568,496 | $905,540 | $2,662,956 |
| December 31, 2023 | 990 | $1,605,768 | $1,872,696 | -$266,928 | $3,270,269 | $936,146 | $2,334,123 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,814,810
- Program service revenue
- $167,303
- Investment income
- $47,360
- Net income from fundraising events
- $10,249
- Other revenue
- $10,249
Expenses
- Grants and similar amounts paid
- $888,661
- Compensation of officers, directors and key employees
- $140,386
- Other salaries and wages
- $271,136
- Salaries, compensation and benefits (total)
- $477,809
- Professional fundraising fees
- $0
- Accounting fees
- $33,860
- Occupancy
- $42,744
- Travel
- $9,835
- Depreciation
- $8,186
- Program services (functional)
- $1,458,761
- Management and general (functional)
- $190,987
- Fundraising (functional)
- $102,838
Balance sheet and other
- Total assets, start of year
- $3,270,269
- Total assets, end of year
- $3,568,496
- Total liabilities, end of year
- $905,540
- Net assets, end of year
- $2,662,956
- Land, buildings and equipment
- $21,772
- Publicly traded securities
- $457,565
- Net assets without donor restrictions
- $1,457,269
- Net assets with donor restrictions
- $1,205,687
- Gross receipts
- $2,061,564
- Employees
- 10
- Volunteers
- 9,133
- Year formed
- 1955
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COURTNEY YEAGER | PRESIDENT & Officer | 40 | $121,849 | $18,537 |
| NATHAN CURTIS | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KERRY SMART | VICE/CAMPAIG Trustee or director, Officer | 2 | $0 | $0 |
| CHERYL FLEWELLING | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| COREY VOSE | CO-CHAIR COM Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA TIBBETTS | VICE CHAIR H Trustee or director, Officer | 1 | $0 | $0 |
| SUE CLARY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHRIS VOYNIK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NONA BOYINK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SAMANTHA BURDICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MIKE SANTO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| STEPHEN COOPER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| AMANDA COOLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RENE DAVIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARTHA WENTWORTH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE DOHERTY | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COURTNEY YEAGER | PRESIDENT & Officer | 40 | $111,500 | $12,709 |
| KATIE DOHERTY | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NATHAN CURTIS | BOARD VICE-C Trustee or director, Officer | 1 | $0 | $0 |
| CHERYL FLEWELLING | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CHRIS VOYNIK | CO-CHAIR COM Trustee or director, Officer | 1 | $0 | $0 |
| MIKE SANTO | CO-CHAIR COM Trustee or director, Officer | 1 | $0 | $0 |
| PAM ROGERS | VICE CHAIR H Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE PELLETIER | CAMPAIGN CHA Trustee or director, Officer | 1 | $0 | $0 |
| DAN WEBSTER | CAMPAIGN CHA Trustee or director, Officer | 1 | $0 | $0 |
| JESSICA NORTON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ERIC LIND | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| AMY TARDIFF | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| STEPHEN COOPER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUE CLARY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NONA BOYINK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| COREY VOSE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SAMANTHA BURDICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KERRY SMART | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BRUCE OSBORNE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 121 COMMERCIAL ST, AUGUSTA, ME 04330-4731
- Principal officer (990 for 2024)
- COURTNEY YEAGER, 121 COMMERCIAL STREET, AUGUSTA, ME 04330
- Signed the 990
- COURTNEY YEAGER, PRESIDENT & CEO
- Phone
- (207) 626-3400
- Website
- WWW.UWKV.ORG
- Return prepared by
- NICHOLSON MICHAUD & NADEAU CPAS
Mission
UNITED WAY OF KENNEBEC VALLEY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY.
Program accomplishments
- UNITED WAY OF KENNEBEC VALLEY SUPPORTS SERVICES VITAL TO THE BASIC NEEDS OF THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. WE ALSO MAKE LONG-TERM INVESTMENTS IN FINANCIAL STABILITY, EDUCATION, AND HEALTH BECAUSE WE KNOW THAT THESE ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY STRATEGICALLY INVESTS IN RESULTS-DRIVEN PROGRAMS AND INITIATIVES TO MAXIMIZE THE IMPACT WE HAVE IN THE COMMUNITY.Expenses $1,458,761 · grants $888,661 · revenue $167,303
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 01-6004404
- 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
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $3,568,496
- Income (IRS master file)
- $2,061,564
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,039,722 | $1,752,586 | $3,568,496 | XML |
| 990 | December 2023 | $1,605,768 | $1,872,696 | $3,270,269 | XML |
| 990 | December 2022 | $1,590,935 | $1,460,426 | $3,193,591 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 01-6004404).
Questions about UNITED WAY OF KENNEBEC VALLEY
- What is the EIN of UNITED WAY OF KENNEBEC VALLEY?
- The employer identification number (EIN) of UNITED WAY OF KENNEBEC VALLEY is 01-6004404.
- Is UNITED WAY OF KENNEBEC VALLEY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to UNITED WAY OF KENNEBEC VALLEY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF KENNEBEC VALLEY 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 OF KENNEBEC VALLEY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF KENNEBEC VALLEY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF KENNEBEC VALLEY?
- The 990 for the year ended December 31, 2024 names COURTNEY YEAGER.
- Who are the officers and directors of UNITED WAY OF KENNEBEC VALLEY?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization, the highest $121,849 (COURTNEY YEAGER, PRESIDENT &).
- How much revenue does UNITED WAY OF KENNEBEC VALLEY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,039,722, expenses of $1,752,586 and total assets of $3,568,496 at year end.
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