2025-09-08T10:30:52-05:00 2024-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 016020566 WALDO COMMUNITY ACTION PARTNERS WALD 2073386809 PO BOX 130 BELFAST ME 04915 GREG JEWELL CFO 2073386809 2025-09-04 1 1 QUINN DUGAN P02267768 6082741980 2025-09-04 2024 2025-03-06 01:10:19Z DONNA KELLEY PO BOX 130 BELFAST ME 04915 20521443 0 X WWW.WALDOCAP.ORG X 1965 ME EMPOWERING FAMILIES, INDIVIDUALS AND COMMUNITIES BY REMOVING BARRIERS, PROMOTING ECONOMIC STABILITY, AND IMPROVING QUALITY OF LIFE. 17 17 221 119 0 0 7427180 5944254 11865985 12330777 172351 462953 159393 438432 19624909 19176416 7877081 7754802 0 0 7874367 8295146 0 0 0 3185367 3375134 18936815 19425082 688094 -248666 16328093 15806710 2455738 2166059 13872355 13640651 X EMPOWERING FAMILIES, INDIVIDUALS AND COMMUNITIES BY REMOVING BARRIERS, PROMOTING ECONOMIC STABILITY, AND IMPROVING QUALITY OF LIFE. 0 0 10932695 7008269 10349175 MIDCOAST CONNECTOR - BROKERAGE FOR NON-EMERGENCY MEDICAL TRANSPORTATION FOR MAINECARE ELIGIBLE RESIDENTS OF MDOT REGION 5 (WALDO, KNOX, LINCOLN AND SAGADAHOC COUNTIES, AND THE MUNICIPALITIES OF BRUNSWICK AND HARPSWELL IN CUMBERLAND COUNTY), TRAVELING 4.7 MILLION MILES IN 2024. 3699926 28988 0 FAMILY SERVICES - EARLY CHILDHOOD PROGRAM - HEAD START, EARLY HEAD START, CHILD NUTRITION PROGRAM - SERVING 320 CHILDREN IN WALDO COUNTY BY OFFERING PROGRAMS FOR LOW-INCOME FAMILIES TO PARTICIPATE IN THE EDUCATION, HEALTH CARE, AND SOCIAL AND EMOTIONAL GROWTH OF THEIR CHILDREN. 1108846 33697 1981602 TRANSPORTATION SERVICES - PROVIDE NON-EMERGENCY MEDICAL TRANSPORTATION FOR WALDO COUNTY, PUBLIC TRANSPORTATION FOR THE CITY OF BELFAST AND THE CITY OF ROCKLAND, AND TRAVEL 1.05 MILLION MILES IN 2024. 1844041 683848 0 VARIOUS OTHER PROGRAMS INCLUDING HOUSING SERVICES, COMMUNITY SERVICES, AND ENERGY SERVICES. 1844041 683848 0 17585508 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 82 0 221 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 ME X LEEANN HOROWITZ 2073386809 9 FIELD STREET SUITE 201 BELFAST ME 04915 SARAH MARTIN SECRETARY 0.01 X X 0 0 0 JOANNE PEASE TREASURER 0.01 X X 0 0 0 JASON MOODY CHAIR 0.01 X X 0 0 0 LT MATTHEW CURTIS VICE CHAIR 0.01 X X 0 0 0 PAT CLARK DIRECTOR 0.01 X 0 0 0 CHIP CURRY DIRECTOR 0.01 X 0 0 0 ART FAIRBROTHER DIRECTOR 0.01 X 0 0 0 JOYCE FENNER DIRECTOR 0.01 X 0 0 0 MELISSA HARDING POLICY COUNCIL MEMBER 0.01 X 0 0 0 DAN HORTON DIRECTOR 0.01 X 0 0 0 ROBERT JOHANSEN DIRECTOR 0.01 X 0 0 0 WALTER ASH JR DIRECTOR 0.01 X 0 0 0 KIM MITCHELL DIRECTOR THRU JULY 24' 0.01 X 0 0 0 GARY MOORE DIRECTOR 0.01 X 0 0 0 LIYNDA MUNRO DIRECTOR 0.01 X 0 0 0 WESLEY NEFF DIRECTOR 0.01 X 0 0 0 JEMMA PENBERTHY DIRECTOR 0.01 X 0 0 0 LINDA STEC DIRECTOR 0.01 X 0 0 0 DONNA M KELLEY PRESIDENT & CEO 40.00 X 155452 0 15231 LEEANN T HOROWITZ CFO 40.00 X 102143 0 22062 MICHAEL HALLUNDBAAEK TRANSIT DIRECTOR 40.00 X 110219 0 1900 KATIE BAGLEY HUMAN RESOURCE MANAGER 40.00 X 101351 0 15485 469165 0 54678 4 0 1 0 SCHOONER BAY TAXI 509 ROCKLAND ST ROCKPORT ME 04856 NON EMERGENCY TRANSPORTATION SERVICES 715129 UNITED TRANSPORTATION SERVICE LLC 77 RIDEOUT APT 6-6 LEWISTON ME 04240 NON EMERGENCY TRANSPORTATION SERVICES 708263 DHOOL TRANSPORTATION 40 BARTLETT ST APT 1F LEWISTON ME 04240 NON EMERGENCY TRANSPORTATION SERVICES 536832 TWIN VILLAGE TAXI PO BOX 213 DAMARISCOTTA ME 04543 NON EMERGENCY TRANSPORTATION SERVICES 411083 GREG'S AUTO SALES AND SERVICE 389 EAST MAIN ST SEARSPORT ME 04974 VEHICLE MAINTENANCE AND REPAIR 402486 19 5629522 314732 5944254 CLIENT FEES AND MEDICAID 624100 12330777 12330777 12330777 446218 446218 1317721 44041 1319700 25327 -1979 18714 16735 16735 INSURANCE REIMBURSEMENT 900099 413047 413047 25385 25385 438432 19176416 12330777 0 901385 7754802 7754802 294888 244772 50116 6396166 5503619 892547 152585 126653 25932 957817 795035 162782 493690 409786 83904 136616 136616 44700 44700 37838 37838 476707 425825 50882 15096 11161 3935 144185 124407 19778 663130 555347 107783 574107 570077 4030 1680 1242 438 4 3 1 438866 412785 26081 307454 227310 80144 MINOR EQUIPMENT PURCHAS 184849 163693 21156 MAINTENANCE 140281 103714 36567 DUES AND SUBSCRIPTIONS 40347 29830 10517 EQUIPMENT RENTAL AND MA 25966 19495 6471 143308 105952 37356 19425082 17585508 1839574 0 2468994 4196297 8928030 7754117 1463624 536891 80007 62074 4630458 1981289 2792826 2649169 594612 608162 16328093 15806710 1128525 1064541 732276 493356 594937 608162 2455738 2166059 X 13775228 13553767 97127 86884 13872355 13640651 16328093 15806710 -248666 16962 0 X 0 1 X 1 1 1 X 6021019 8921909 7885671 7427180 5944254 36200033 6021019 8921909 7885671 7427180 5944254 36200033 36200033 112 3816 10283 278898 446218 739327 30221 159393 438432 628046 37567406 56108799 0.96360 0.98660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2370 2370 19422712 19425082 1000000 250000 0 0 902440 1000000 1000000 1000000 3902440 5853660 1100 2083 1939 2370 7492 225610 250000 250000 250000 975610 1463415 2370 2370 FORM 990, SCHEDULE C, PART II-A, LINE 1B THE ORGANIZATION PAYS DUES TO VARIOUS ORGANIZATIONS, A PORTION OF WHICH IS ATTRIBUTABLE TO LOBBYING ACTIVITIES. 1102322 1102322 636212 334477 301735 19592 7700 11892 636415 393873 242542 2235917 1245239 990678 2649169 X 19442770 16962 287230 304192 19138578 37838 37838 19176416 19674474 287230 287230 19387244 37838 37838 19425082 PART X, LINE 2: WCAP IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. WCAP HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 REIMBURSEMENT FOR MEALS AND SNACKS PROVIDED TO CHILDREN IN THE CHILD DEVELOPMENT CENTERS 45 28293 REIMBURSEMENT TO PROVIDERS FOR MEALS AND SNACKS FOR CHILDREN 10 90158 ABOVE GROUND STORAGE TANK REPLACEMENT PROGRAM 4 16001 HEATING ASSISTANCE TO AREA RESIDENTS, KEEP WALDO WARM PROGRAM 26 10252 WEATHERIZATION SERVICES 154 407345 CITY OF ROCKLAND CDBG GRANT 4 10189 NON EMERGENCY MEDICAL TRANSPORTATION MILEAGE REIMBURSEMENT FOR MAINECARE ELIGIBLE TRIPS 27115 7015397 PRIVATE GRANT FOR TRANSPORTATION SERVICES 53 33420 HOLIDAY BASKET PROJECT, PROVIDES A BASKET OF FOOD TO HOUSEHOLDS FOR THANKSGIVING AND FOR CHRISTMAS. 2393 75045 COMMUNITY CARES PROJECT, AIDING WALDO COUNTY RESIDENTS; OFFERS ENCOURAGEMENT, SUPPORT, OR FUNDING FOR SPECIAL NEEDS OR SPECIAL CELEBRATIONS, WHICH MAY BE IDENTIFIED IN OUR EMPLOYEE COMMUNITY OR COMMUNITY AT LARGE. 32 4249 CLIENT SUPPORT SERVICES; PREVENT DISCONNECTS, PROVIDE TEMPORARY HOUSING, PROVIDE SCHOOL SUPPLIES, WARM CLOTHING, FOOD. 314 28568 ASSURANCE 16-HOUSEHOLD SELF-HELP ENERGY REDUCTION ASSESSMENTS, INTERVENTIONS AND EDUCATION 55 24954 RENTAL ASSISTANCE FOR PEOPLE ENROLLED IN COACHING TO ACHIEVE FAMILY STABILITY AND ACTIVE PARENTING EDUCATION MATERIALS. 66 7503 MECAP EMERGENCY HEATING FUND 5 3275 FREDERICK LENA PIERCE FUND-KEY BANK; PRIVATE GRANT TO BE USED FOR THOSE LIVING IN THE CITY OF BELFAST 1 153 PART I, LINE 2: REGULAR MONTHLY REVIEWS OF FINANCIALS AND PROGRESS OF THE PROGRAM/AGREEMENT BY KEY PERSONNEL. ALL EXPENDITURES ARE CONDUCTED BY PRE-APPROVED PROGRAM PERSONNEL AND REVIEWED BY FISCAL OFFICE PERSONNEL FOR COMPLIANCE WITH THE CONTRACT/AGREEMENT AND THE RELATED OMB CIRCULARS. MONTHLY, QUARTERLY AND ANNUAL PROGRESS REPORTING TO THE GRANTORS. X X 0 0 0 0 0 0 0 0 0 DONNA M KELLEY PRESIDENT & CEO 155452 0 0 0 0 0 0 0 15231 0 170683 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 COMPOSITION OF BOARD MEMBER FROM THE POLICY COUNCIL. CHANGED FROM THE POLICY COUNCIL CHAIRPERSON TO AND ONE LOW-INCOME SECTOR MEMBER OF THE BOARD SHALL BE A CURRENT RECIPIENT OF HEAD START SERVICES DESIGNATED OR ELECTED BY THE HEAD POLICY COUNCIL." FORM 990, PART VI, SECTION A, LINE 7A A MINIMUM OF ONE-THIRD OF THE BOARD OF DIRECTORS SHALL BE SPECIFICALLY ELECTED TO REPRESENT THE LOW-INCOME COMMUNITY. THOSE RESIDENTS OF THE WALDO COUNTY AREA WHO ARE ECONOMICALLY QUALIFIED TO BECOME BENEFICIARIES OF THE PROGRAM UNDER THE ECONOMIC OPPORTUNITY ACT OF 1964, AS AMENDED, SHALL BE ENABLED TO VOTE FOR SAID ONE-THIRD. THE CORPORATION SHALL TAKE ALL REASONABLE STEPS TO ENSURE THAT THE ELECTION IS CONDUCTED WITH THE MAXIMUM FEASIBLE PARTICIPATION OF THE LOW-INCOME COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B DOCUMENT WILL BE REVIEWED FOR ACCURACY AND TIED TO THE FINANCIAL STATEMENTS BY A STAFF ACCOUNTANT AND THE CFO. A COPY WILL THEN BE MAILED TO BOARD MEMBERS PRIOR TO A REGULAR MEETING WHERE IT WILL BE DISCUSSED AND HOPEFULLY APPROVED. FORM 990, PART VI, SECTION B, LINE 12C NEW STAFF ORIENTATION INCLUDES A CONFLICT OF INTEREST STATEMENT, IT IS ALSO REFERENCED IN THE EMPLOYEE HANDBOOK WHICH ALL STAFF RECEIVE AND SIGN AN UNDERSTANDING OF CONTENT FOR UPON HIRE AND ALL STAFF RECEIVE AND SIGN AN UNDERSTANDING OF CONTENT FOR WHEN THERE ARE ANY CHANGES MADE TO THE DOCUMENT. NEW BOARD MEMBERS ARE PROVIDED WITH A WCAP VENDOR LIST TO REVIEW BEFORE SIGNING THE CONFLICT OF INTEREST STATEMENT WHICH REFERS TO THE CONFLICT OF INTEREST POLICY IN THE BYLAWS. ALL BOARD MEMBERS REVIEW CURRENT VENDOR LIST PRIOR TO SIGNING NEW CONFLICT OF INTEREST STATEMENT ANNUALLY. NO DIRECTOR MAY ACTIVELY PARTICIPATE IN THE MAKING OF A DECISION BY THE BOARD OR VOTE ON ANY MATTER IN WHICH THEY HAVE A TRANSACTIONAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ANNUALLY EVALUATES THE EXECUTIVE DIRECTOR AND APPROVES COMPENSATION. OTHER KEY EMPLOYEES ARE EVALUATED BY THE EXECUTIVE DIRECTOR AND COMPENSATION IS BASED ON INDUSTRY STANDARDS, EDUCATION, SUPERVISORY LEVEL, AND POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CONTAINED IN A FILE IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.