Southern Maine Planning and Development
Founded in 1964 in response to an identified need for a coordinated effort for economic development and resource management, SMPDC has been conducting economic development, housing, and water quality planning and providing technical assistance to the municipalities in the region for over forty years.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.9M
+35.3% YoY
Annual Giving
$139K
+100.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$139K
+100.3% YoY
About Southern Maine Planning and Development
Based on IRS filings
Southern Maine Planning and Development is a nonprofit organization, based in SACO, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.9M in total assets. In 2024, it awarded 1 grants totaling $139K. Net investment income was $5K.
Ready to take the next step with Southern Maine Planning and Development?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,914,242 | $10,284,655 | $8,746,631 |
| Revenue | $5,853,569 | $4,146,456 | $7,577,055 |
| Expenses | $2,572,807 | $2,455,303 | $5,988,566 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $5,414 | $3,595 | $406 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Micro Loan Grants ($139,325).
| Recipient | Purpose | Amount |
|---|---|---|
| Micro Loan Grants | Community Development Block Grants | $139,325 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Brian Phinney | Committee Member | 1 | — |
| Chris Osterrieder | Committee Member | 1 | — |
| Erin Moriarty | Committee Member | 1 | — |
| Jan Williams | Chair | 2 | — |
| Justin Chenette | Committee Member | 1 | — |
| Karla Bergeron | Committee Member | 1 | — |
| Katie Haley | Committee Member | 1 | — |
| Keith McBride | Committee Member | 1 | — |
| Keith Trefethen | Committee Member | 1 | — |
| Kendra Amaral | Treasurer | 1 | — |
| Marybeth Gilbert | Committee Member | 1 | — |
| Tracey Desjardins | Committee Member | 1 | — |
| Paul Schumacher | Excecutive Director | 40 | $114,886 |
| Stephanie Carver | Transportation Director | 40 | $106,322 |
| Lee Jay Feldman | Land Use Director | 40 | $103,251 |
| James Rather | Strategic Initiatives Director | 40 | $101,535 |
| Randall Davis | Finance Director | 40 | $101,481 |
Frequently Asked Questions
How large is Southern Maine Planning and Development?
As of 2024, Southern Maine Planning and Development holds $13.9M in total assets with $5.9M in annual revenue. It awarded 1 grants totaling $139K in 2024.
Where does Southern Maine Planning and Development operate?
Southern Maine Planning and Development has awarded grants in Maine.
What size grants does Southern Maine Planning and Development award?
In 2024, Southern Maine Planning and Development awarded 1 grants totaling $139K — an average of about $139K per grant, based on its IRS Form 990 filings.
What is Southern Maine Planning and Development's EIN?
Southern Maine Planning and Development's EIN (Employer Identification Number) is 01-0378246. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Southern Maine Planning and Development's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Kennebunk Savings Bank Foundation
KENNEBUNK, ME
Assets
$3.8M
Grants
1
Total Given
$690K
Sam L Cohen Foundation
PORTLAND, ME
Assets
$28.2M
Grants
94
Total Given
$2.5M
Stephen & Tabitha King Foundation Inc
NEW YORK, NY
Assets
$16.2M
Grants
217
Total Given
$6.6M
United Way Inc
PORTLAND, ME
Assets
$20.2M
Grants
90
Total Given
$6.9M
Maine Community Foundation Inc
ELLSWORTH, ME
Assets
$807.6M
Grants
1,161
Total Given
$57.6M
Atlantic Federal Credit Union Foundation
SOUTH PORTLAND, ME
Assets
$2.6M
Grants
94
Total Given
$179K
The William J J Gordon Family Foundation
NEW YORK, NY
Assets
—
Grants
124
Total Given
$455K
Maine Health Access Foundation Inc
AUGUSTA, ME
Assets
$154.4M
Grants
126
Total Given
$5.0M
Td Charitable Foundation
PORTLAND, ME
Assets
$9.0M
Grants
1,078
Total Given
$24.3M
Maine Initiativesinc
PORTLAND, ME
Assets
$5.2M
Grants
61
Total Given
$1.6M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Harper-Egginton Charitable
GULF STREAM, FL
Assets
$316K
Grants
21
Total Given
$204K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Southern Maine Planning and Development on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Southern Maine Planning and Development to a real strategy.