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Nonprofit · EIN 01-6004404

UNITED WAY OF KENNEBEC VALLEY

Tax-exempt · AUGUSTA, ME 04330

Financials

$1.6M$1.9M2023$2M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY OF KENNEBEC VALLEY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,039,722$1,752,586$287,136$3,568,496$905,540$2,662,956
December 31, 2023990$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.

NameTitleHours / weekCompensationOther / benefits
COURTNEY YEAGERPRESIDENT &
Officer
40$121,849$18,537
NATHAN CURTISBOARD CHAIR
Trustee or director, Officer
1$0$0
KERRY SMARTVICE/CAMPAIG
Trustee or director, Officer
2$0$0
CHERYL FLEWELLINGTREASURER
Trustee or director, Officer
2$0$0
COREY VOSECO-CHAIR COM
Trustee or director, Officer
1$0$0
REBECCA TIBBETTSVICE CHAIR H
Trustee or director, Officer
1$0$0
SUE CLARYDIRECTOR
Trustee or director
0.5$0$0
CHRIS VOYNIKDIRECTOR
Trustee or director
0.5$0$0
NONA BOYINKDIRECTOR
Trustee or director
0.5$0$0
SAMANTHA BURDICKDIRECTOR
Trustee or director
0.5$0$0
MIKE SANTODIRECTOR
Trustee or director
0.5$0$0
STEPHEN COOPERDIRECTOR
Trustee or director
0.5$0$0
AMANDA COOLEYDIRECTOR
Trustee or director
0.5$0$0
RENE DAVISDIRECTOR
Trustee or director
0.5$0$0
MARTHA WENTWORTHDIRECTOR
Trustee or director
0.5$0$0
1 more people on this return
NameTitleHours / weekCompensation
KATIE DOHERTYDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
COURTNEY YEAGERPRESIDENT &
Officer
40$111,500$12,709
KATIE DOHERTYBOARD CHAIR
Trustee or director, Officer
2$0$0
NATHAN CURTISBOARD VICE-C
Trustee or director, Officer
1$0$0
CHERYL FLEWELLINGTREASURER
Trustee or director, Officer
2$0$0
CHRIS VOYNIKCO-CHAIR COM
Trustee or director, Officer
1$0$0
MIKE SANTOCO-CHAIR COM
Trustee or director, Officer
1$0$0
PAM ROGERSVICE CHAIR H
Trustee or director, Officer
1$0$0
MICHELE PELLETIERCAMPAIGN CHA
Trustee or director, Officer
1$0$0
DAN WEBSTERCAMPAIGN CHA
Trustee or director, Officer
1$0$0
JESSICA NORTONDIRECTOR
Trustee or director
0.5$0$0
ERIC LINDDIRECTOR
Trustee or director
0.5$0$0
AMY TARDIFFDIRECTOR
Trustee or director
0.5$0$0
STEPHEN COOPERDIRECTOR
Trustee or director
0.5$0$0
SUE CLARYDIRECTOR
Trustee or director
0.5$0$0
NONA BOYINKDIRECTOR
Trustee or director
0.5$0$0
COREY VOSEDIRECTOR
Trustee or director
0.5$0$0
SAMANTHA BURDICKDIRECTOR
Trustee or director
0.5$0$0
KERRY SMARTDIRECTOR
Trustee or director
0.5$0$0
BRUCE OSBORNEDIRECTOR
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
Return prepared by
NICHOLSON MICHAUD & NADEAU CPAS

Mission

UNITED WAY OF KENNEBEC VALLEY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY.

990 for the year ended December 31, 2024

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 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
Assets (IRS master file)
$3,568,496
Income (IRS master file)
$2,061,564

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,039,722$1,752,586$3,568,496XML
990December 2023$1,605,768$1,872,696$3,270,269XML
990December 2022$1,590,935$1,460,426$3,193,591IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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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