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Finance Committee

Regular Meeting

Portland, ME · January 29, 2026

AgendaPacketMinutes

Minutes

​City of Portland, Maine​ ​Thursday, January 29, 2026​ ​Remote Finance Committee Meeting - 5:00PM​ ​via Zoom​ ​PUBLIC RECORD OF MEETING​ ​Complete Public Record of Meeting can be found at the link below:​ ​http://www.portlandmaine.gov/129/Agendas-Minutes​ ​Attendees: Finance Committee Members Grant, Pelletier and Mayor Dion, City Councilors: Ali,​ ​Sykes, Michniewicz, City Staff and members of the Public.​ ​5:03 PM - Introductions​ ​5:04 PM - Public Hearing and Vote on Payment-In-Lieu-of-Tax (PILOT) Policy​ ​A longstanding Finance Committee goal has been to develop a PILOT policy for the City of Portland.​ ​The current draft of the PILOT policy represents the culmination of that work, incorporating​ ​feedback and public comment from the past several years of Finance Committee work and​ ​2017-2018 Housing and Economic Development Committee work. Based on the feedback from the​ ​nonprofit community and City Council to date, the PILOT policy being presented is entirely​ ​voluntary​, includes a $10M exemption to address concerns​​from small and medium sized exempt​ ​entities, and includes a 50% services-in-lieu of taxes credit in consideration of “other services” that​ ​benefit the community which are provided by exempt organizations. After brief comments, the​ ​Committee held a public hearing, had additional Committee discussion, and held a vote to​ ​recommend an amended draft policy to the full City Council for adoption:​ ​Motion made by Pelletier, seconded by Grant for passage, as amended. Passage 2-0. Vote Time 6:21 PM​ ​Motion made by Pelletier to amend, seconded by Grant. Passage 2-0. Vote Time 6:11 PM​ ​6:21 PM - 2026 Finance Committee Goals Discussion​ ​At the current meeting, the Committee began the discussion around goals for the Committee during​ ​the 2026 calendar year. This discussion followed on the heels of two City Council workshops​ ​(Monday 1/12/26 and Monday 1/26/26) where the Council set their goals for 2026 and received a​ ​preview of the FY27 budget. This was a discussion item only, no formal action was scheduled.​ ​6:22 PM - Future Meeting Dates & Topics Discussion​ ​At the current meeting, the Committee reviewed specific dates and topics for upcoming Committee​ ​meetings. This was a discussion item only, no formal action was scheduled.​ ​a.​ ​February - 2 Meetings (Finalize Committee Goals, Capital Improvement Plan)​ ​b.​ ​March - 2 Meetings (Capital Improvement Plan, Review Audit Results, Joint/City School​ ​Meeting #1)​ ​c.​ ​April/May - 5 or 6 Meetings (Joint City/School Meeting #2, School Budget​ ​Recommendation to Full Council, City Budget Review and Recommendation to Full​ ​Council)​ ​6:24 PM - Adjournment​ ​Motion made by Pelletier, seconded by Grant. Passage 2-0. Vote Time 6:24 PM​

Agenda

Remote Finance Committee MEMBERS Meeting Agenda Councilor April Fournier, Chair Thursday, January 29, 2026 Councilor Benjamin Grant Councilor Wesley Pelletier 5:00 PM Mayor Mark Dion (Ex-Officio) Remote via ZOOM PUBLIC COMMENT INFORMATION To submit written public comment on an agenda item for which public comment is being accepted, email finance@portlandmaine.gov. Submissions must be received by 12:00 pm the day before the Finance Committee meeting to guarantee their inclusion in the agenda packet. All submissions must include the commenter's name and legal address. To help ensure your comment is submitted for the correct item, please include the name of the agenda item (see below). ZOOM MEETING INFORMATION This meeting will take place remotely using Zoom. This meeting will be held remotely pursuant to the Remote Meeting Policy adopted by the Portland City Council. Allow your computer to install the free Zoom app to get the best meeting experience. If you are not able to attend live, a recording will be available in the Agenda Center following the meeting. For agenda items where public comment is scheduled, you will need to use the "raise your hand" feature. To raise your hand via the telephone, please hit *9. You will be unmuted by the host when it is time for public comment. Join from PC, Mac, iPad, or Android: https://portlandmaine- gov.zoom.us/j/89955678270?pwd=O34wazDbUscd5gxrsCwn6fTNsk0uX0.1 Passcode:415345 Phone one-tap: +13017158592,,89955678270#,,,,*415345# US (Washington DC) +13052241968,,89955678270#,,,,*415345# US Join via audio: +1 305 224 1968 US +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) Webinar ID: 899 5567 8270 International numbers available: https://portlandmaine-gov.zoom.us/u/keG97fEBfz 1. Introductions 2. Public Hearing and Vote on Payment-In-Lieu-of-Tax (PILOT) Policy A longstanding Finance Committee goal has been to develop a PILOT policy for the City of Portland. The current draft of the PILOT policy represents the culmination of that work, incorporating feedback and public comment from the past several years of Finance Committee 1 work and 2017-2018 Housing and Economic Development Committee work. Based on the feedback from the nonprofit community and City Council to date, the PILOT policy being presented is entirely voluntary, includes a $10M exemption to address concerns from small and medium sized exempt entities, and includes a 50% services-in-lieu of taxes credit in consideration of “other services” that benefit the community which are provided by exempt organizations. After brief comments, the Committee will hold a public hearing, have additional Committee discussion, and hold a vote to recommend the draft policy to the full City Council for adoption. 3. 2026 Finance Committee Goals Discussion At the current meeting, the Committee will begin the discussion around goals for the Committee during the 2026 calendar year. This discussion follows on the heels of two City Council workshops (Monday 1/12/26 and Monday 1/26/26) where the Council set their goals for 2026 and received a preview of the FY27 budget. This is a discussion item only, no formal action is scheduled. 4. Future Meeting Dates & Topics At the current meeting, the Committee will review specific dates and topics for upcoming Committee meetings. This is a discussion item only; no formal action is scheduled. a. February - 2 Meetings (Finalize Committee Goals, Capital Improvement Plan) b. March - 2 Meetings (Capital Improvement Plan, Review Audit Results, Joint/City School Meeting #1) c. April/May - 5 or 6 Meetings (Joint City/School Meeting #2, School Budget Recommendation to Full Council, City Budget Review and Recommendation to Full Council) 5. Adjournment 2

Packet

Remote Finance Committee MEMBERS Meeting Agenda Councilor April Fournier, Chair Thursday, January 29, 2026 Councilor Benjamin Grant Councilor Wesley Pelletier 5:00 PM Mayor Mark Dion (Ex-Officio) Remote via ZOOM PUBLIC COMMENT INFORMATION To submit written public comment on an agenda item for which public comment is being accepted, email finance@portlandmaine.gov. Submissions must be received by 12:00 pm the day before the Finance Committee meeting to guarantee their inclusion in the agenda packet. All submissions must include the commenter's name and legal address. To help ensure your comment is submitted for the correct item, please include the name of the agenda item (see below). ZOOM MEETING INFORMATION This meeting will take place remotely using Zoom. This meeting will be held remotely pursuant to the Remote Meeting Policy adopted by the Portland City Council. Allow your computer to install the free Zoom app to get the best meeting experience. If you are not able to attend live, a recording will be available in the Agenda Center following the meeting. For agenda items where public comment is scheduled, you will need to use the "raise your hand" feature. To raise your hand via the telephone, please hit *9. You will be unmuted by the host when it is time for public comment. Join from PC, Mac, iPad, or Android: https://portlandmaine- gov.zoom.us/j/89955678270?pwd=O34wazDbUscd5gxrsCwn6fTNsk0uX0.1 Passcode:415345 Phone one-tap: +13017158592,,89955678270#,,,,*415345# US (Washington DC) +13052241968,,89955678270#,,,,*415345# US Join via audio: +1 305 224 1968 US +1 312 626 6799 US (Chicago) +1 929 205 6099 US (New York) Webinar ID: 899 5567 8270 International numbers available: https://portlandmaine-gov.zoom.us/u/keG97fEBfz 1. Introductions 2. Public Hearing and Vote on Payment-In-Lieu-of-Tax (PILOT) Policy A longstanding Finance Committee goal has been to develop a PILOT policy for the City of Portland. The current draft of the PILOT policy represents the culmination of that work, incorporating feedback and public comment from the past several years of Finance Committee 1 Page 1 work and 2017-2018 Housing and Economic Development Committee work. Based on the feedback from the nonprofit community and City Council to date, the PILOT policy being presented is entirely voluntary, includes a $10M exemption to address concerns from small and medium sized exempt entities, and includes a 50% services-in-lieu of taxes credit in consideration of “other services” that benefit the community which are provided by exempt organizations. After brief comments, the Committee will hold a public hearing, have additional Committee discussion, and hold a vote to recommend the draft policy to the full City Council for adoption. 3. 2026 Finance Committee Goals Discussion At the current meeting, the Committee will begin the discussion around goals for the Committee during the 2026 calendar year. This discussion follows on the heels of two City Council workshops (Monday 1/12/26 and Monday 1/26/26) where the Council set their goals for 2026 and received a preview of the FY27 budget. This is a discussion item only, no formal action is scheduled. 4. Future Meeting Dates & Topics At the current meeting, the Committee will review specific dates and topics for upcoming Committee meetings. This is a discussion item only; no formal action is scheduled. a. February - 2 Meetings (Finalize Committee Goals, Capital Improvement Plan) b. March - 2 Meetings (Capital Improvement Plan, Review Audit Results, Joint/City School Meeting #1) c. April/May - 5 or 6 Meetings (Joint City/School Meeting #2, School Budget Recommendation to Full Council, City Budget Review and Recommendation to Full Council) 5. Adjournment 2 Page 2 ​DRAFT​ ​CITY OF PORTLAND, MAINE​ ​PAYMENT IN LIEU OF TAXES POLICY (PILOT)​ ​Revised: September 1, 2025​ ​Effective: July 1, 2026​ Page 3 ​Table of Contents​ ​1.​​PURPOSE​..................................................................................................................................................​​1​ ​2.​​THE​​NEED​​FOR​​A​​FORMAL​​PILOT​​POLICY​.................................................................................................​1​ ​3.​​BASIC​​PRINCIPLES​​OF​​THE​​PILOT​​POLICY​.................................................................................................​​3​ ​4.​​IS​​THE​​PILOT​​POLICY​​APPLICABLE​​TO​​MY​​ORGANIZATION?​....................................................................​​5​ ​5.​​CALCULATION​​OF​​PILOT​​PAYMENT​​DUE​...................................................................................................​6​ ​6.​​SERVICES​​IN​​LIEU​​OF​​TAXES​​(SILOT)​​CREDIT​.............................................................................................​7​ ​7.​​ANNUAL​​BILLING​​AND​​FIVE-YEAR​​PHASE​​IN​​(FY27-FY31)​.......................................................................​​8​ ​DR ​8. GUIDANCE FOR CITY STAFF – ENCOURAGING PARTICIPATION IN THE PILOT PROGRAM AND ANNUAL​ ​REPORTING​​ON​​PILOT​..................................................................................................................................​​9​ ​APPENDIX A - EXAMPLES OF PILOT PAYMENTS DUE BY EXEMPT PROPERTY VALUE…………………….………​11​ AFT​ Page 4 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​1. PURPOSE​ ​In order to maintain the high standard of municipal services that Portland has historically​ ​provided, the City Council has established a policy for PILOT (Payment-In-Lieu-of-Tax)​ ​contributions from tax-exempt property owners (referred to hereafter as “exempt property”​ ​owners). The purpose of this PILOT policy document is to summarize the uniform policy to be​ ​applied to the exempt properties within the City. The policy is intended to provide clarity to​ ​exempt organizations who wish to locate in Portland. The policy includes monetary payments​ ​and consideration of other services provided by exempt organizations. The policy also provides​ ​guidance for City staff when approached with questions about PILOT policy requirements.​ ​DR ​2. THE NEED FOR A FORMAL PILOT POLICY​ AF ​According to the City Tax Assessor, the amount of tax-exempt property within the City of​ ​Portland has risen to approximately $3.93 billion dollars as of June 30, 2025. If this nearly $4B​ T​ ​of property were taxable, it is estimated that the City’s property tax rate would be almost 20%​ ​lower due to spreading the property tax burden across a larger base. The rise in exempt​ ​valuation has put increasing pressure on the remaining property owners in Portland (referred to​ ​hereafter as “non-exempt property” owners) to fully fund the broad spectrum of critical​ ​services offered to all residents and visitors to Portland.​ ​The City recognizes that non-profit organizations contribute directly to the quality of life within​ ​the community and welcomes these organizations. Portland has historically been recognized as​ ​a leader in Maine in the area of higher education, arts and culture, social services, public health,​ ​equity and religious freedom. The City’s location, status as the economic engine of Northern​ ​New England, located just under 2 hours north of Boston, with easy access via major highway,​ ​bus, rail, and jetport, makes it attractive for non-profit institutions. This demand for land and​ ​Revised: January 1, 2026​ ​Page​​1​ Page 5 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​buildings to operate non-profit organizations has absorbed significant amounts of taxable​ ​property within the City in recent years. The loss of taxable property value impacts affordability​ ​for residents, local businesses and the overall Greater Portland community. In order to maintain​ ​the financial health of the community as a whole and to continue to provide a range of quality​ ​services, the City must set an objective to maintain its existing tax base composition and expand​ ​it where reasonably possible. Strong PILOT policies have been used in municipalities nationwide​ ​to achieve this objective. Several key reasons noted for adoption of strong PILOT policies are​ ​listed below.​ ​●​ ​With an increasing amount of exempt property within a City, nonprofits should share in​ ​DRAF ​the cost of basic services which benefit them. Police, fire protection, and road​ ​maintenance are the costs most frequently allocated to exempt property owners in​ ​other municipalities.​ ​●​ ​A strong PILOT policy has the potential to help ease the tax burden on non-exempt​ ​property owners, and create a more equitable distribution of the tax levy across those​ ​who consume core City services.​ T​ ​●​ ​PILOT policies help address inequities created by tax exemptions (i.e., the greatest tax​ ​savings goes to organizations who have the most valuable property holdings).​ ​●​ ​PILOT policies can reduce inefficient location decisions made by nonprofits (i.e.,​ ​tax-exempt status creates an incentive for nonprofits to locate in cities where the tax​ ​savings are highest and the public services provided by the jurisdiction are broadest).​ ​Revised: January 1, 2026​ ​Page​​2​ Page 6 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​3. BASIC PRINCIPLES OF THE PILOT POLICY​ ​I.​ ​Participation in the PILOT Program is voluntary​ ​Consideration was given to seeking an ordinance change to require PILOT payments and​ ​ensure more uniform participation. However, any attempt to impose a legal or statutory​ ​requirement would face significant opposition and runs counter to the spirit of​ ​partnership between the City and its local institutions that a successful PILOT program​ ​would provide.​ ​DR ​II.​ AF ​PILOT should be applied equally to all current and future non-profit groups in Portland​ ​All non-profit institutions should participate in the PILOT program. While significant​ ​focus has been placed on the City’s medical and educational institutions and their​ ​growing footprint, the City’s museums, cultural facilities, and other significant​ ​non-profits share a similar interest in the financial health of and core services provided​ T​ ​by the City.​ ​While broad participation is essential to the program’s success, the City has determined​ ​that an exception should be made for small and medium sized nonprofits which may lack​ ​the resources to fully engage in the PILOT process. In response to significant feedback​ ​from the community regarding impact of a program on small non-profits, an exemption​ ​of​​$10 million​​in assessed property value has been​​added into the PILOT policy. An​ ​exemption of this amount will be applied to all organizations under this policy, one per​ ​parcel owner, eliminating the PILOT completely for the smaller institutions which own​ ​less than ten million in property value, while mitigating the financial impact of PILOT​ ​payments on medium sized institutions owning property valued at just beyond this​ ​Revised: January 1, 2026​ ​Page​​3​ Page 7 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​threshold.​ ​III.​ ​PILOT contributions should offset cost of basic City services:​ ​PILOT policies nationwide set contribution levels at an amount designed to cover the​ ​portion of the tax levy related to basic and core City services. For purposes of this​ ​PILOT, those services have been designated as public safety services (police and fire) and​ ​basic infrastructure services including public spaces maintenance and snow removal. To​ ​enhance predictability for organizations impacted by the policy, and to prevent​ ​significant year over year fluctuations in base amount, the PILOT contribution level (i.e.​ ​DRAF ​IV.​ ​the estimated portion of the tax levy related to basic and core City services) has been set​ ​at 40% of the regular property taxes due. However, in addition to the exemption from II​ ​above, there are additional potential PILOT credits and a phase-in period as outlined in​ ​IV and V below.​ ​PILOT policy includes a SILOT (Services In Lieu of Taxes) deduction up to 50%​ T​ ​Community benefits are an important aspect of an institution’s contribution to the City.​ ​Institutions may receive up to a 50% PILOT deduction for qualifying community​ ​programs and services that uniquely benefit Portland residents. This opportunity for​ ​credit is in recognition of the community partners and exempt organizations who help​ ​reduce the burden on certain types of City services. In the case of exceptional​ ​opportunities for partnership, the 50% cap may be exceeded.​ ​Institutions may also​ ​receive a credit on their PILOT in the amount of real estate taxes paid on properties that​ ​would ordinarily qualify for a tax exemption based on use, as well as a credit for costs​ ​paid which would otherwise be paid. Section 6 of this document contains more detail​ ​on criteria for the SILOT deduction.​ ​Revised: January 1, 2026​ ​Page​​4​ Page 8 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​V.​ ​The new PILOT formula should be phased in over a 5-year period starting in FY 2027​ ​While the payments currently made by some institutions approach the levels indicated​ ​by the program levels recommended above, most institutions fall below the​ ​recommended amounts. Institutions will require time to make the necessary​ ​adjustments in their budget and financial plans to accommodate increased PILOT​ ​amounts. To ensure a smooth transition, staff recommends that the new formula be​ ​phased in over a time period of not less than 5 years (see Calculation of Payment Due​ ​section for more details).​ ​DR ​VI.​ AF ​The new PILOT formula should factor in other voluntary payments or required service​ ​fee payments to the City​ ​Many nonprofits make fully voluntary, non-required contributions to the City on an​ ​annual or recurring basis. These payments should be deducted from the PILOT amounts​ ​that would normally be due. Similarly, any required or contracted payments under MRS​ T​ ​Title 36 M.R.S. § 508 “Service Fees” should also be deducted from the PILOT amounts​ ​that would normally be due.​ ​4. IS THE PILOT POLICY APPLICABLE TO MY ORGANIZATION?​ ​All tax-exempt organizations are encouraged to participate in the PILOT policy. As noted​ ​previously an exemption amount of $10M will be applied to all organizations under this policy,​ ​eliminating the PILOT completely for the smaller and medium sized institutions, while mitigating​ ​the financial impact of PILOT payments on institutions just beyond this threshold. These​ ​exempt organizations will be noted in the PILOT Policy Annual Results published each fiscal year.​ ​Revised: January 1, 2026​ ​Page​​5​ Page 9 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​5. CALCULATION OF PILOT PAYMENT DUE​ ​PILOT contributions are based on the value of real estate owned by an institution. The​ ​calculation of recommended PILOT payment due can be determined as follows:​ ​Step 1: Begin with total assessed value of exempt property owned by an organization​ ​Step 2: Subtract the $10M of PILOT exemption*​ ​Step 3: Divide by $1000 (the mil rate is applied per $1000 of assessed value)​ ​Step 4: Multiply by the current City of Portland fiscal year mill rate​ ​Step 5: Multiply by 40%​ ​DR ​Community Benefit Credit: Subtract any agreed upon SILOT credit (see Section 6 for more​ ​details on SILOT) up to a further 50% reduction in the amount due.​ AF ​*Note - $10M exemption is applied per parcel owner, not per parcel.​ T​ ​The calculation begins with 100% of an exempt property owner’s assessed value related to their​ ​exempt property only (i.e., non-exempt property is already included in the regular property tax​ ​billing and should be excluded from the PILOT calculation). The $10M of PILOT exemption​ ​should be subtracted from this total, and the remaining total should be divided by $1000 and​ ​multiplied by the current City of Portland fiscal year mill rate. The result should be multiplied by​ ​40% to determine the PILOT amount due. The 40% represents the cost of the City’s “core”​ ​services which are public safety (Police, Dispatch and Fire Departments) and basic public spaces​ ​maintenance / winter operations. After any phase in period, the PILOT payment due could be​ ​further reduced by any available SILOT (Services-in-lieu-of-taxes) credit which has been applied​ ​to the exempt organization by the City. SILOT credits are not guaranteed to every organization​ ​and are calculated on a case by case basis by the City. The SILOT credit may not exceed 50% of​ ​Revised: January 1, 2026​ ​Page​​6​ Page 10 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​the total amount of the PILOT due. See the SERVICES IN LIEU OF TAXES (SILOT) CREDIT section​ ​for complete details on SILOT criteria and calculation.​ ​6. SERVICES IN LIEU OF TAXES (SILOT) CREDIT​ ​In consideration of the community benefits of the exempt organization within the City, the​ ​PILOT policy includes a deduction for services provided. A list of items which could qualify for​ ​SILOT credit are listed below. In general, only activities which are outside an exempt​ ​organization’s core mission would be considered for SILOT credit. However, exceptions will be​ ​DR ​considered when a direct benefit to City of Portland residents can be reliably measured. An​ ​exempt entity will have an opportunity on an annual basis to outline their SILOT contributions​ ​via a standard form distributed with the estimated PILOT bill.​ AF ​Participation in City Initiatives​ ​●​ ​Targeted scholarships for Portland residents​ ​●​ ​Summer Job Creation / Youth Employment​ T​ ​●​ ​Set Up Health Disparities Initiative​ ​Policy Based Collaborations​ ​●​ ​Public/Community Health Initiatives​ ​●​ ​Partnerships with Local Schools​ ​●​ ​Job Training Initiatives​ ​●​ ​Direct support on City Council Goals / participation on Task Forces​ ​Other Direct Contributions​ ​●​ ​Real Estate Taxes on Property Used for Institutional Purposes​ ​●​ ​Donations to City capital projects or initiatives​ ​●​ ​Donations in kind (e.g., real estate, personal property)​ ​●​ ​Provision of services otherwise provided by the City (e.g., snow removal on public right​ ​of way, maintenance of a public facility, security services provided in public areas)​ ​Revised: January 1, 2026​ ​Page​​7​ Page 11 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Good Neighbor Activities​ ​●​ ​Volunteer Efforts of Students/Employees​ ​●​ ​Sponsorships of local organizations​ ​A non-comprehensive listing of items which would NOT qualify for SILOT credit is below:​ ​●​ ​Real Estate Taxes on Property used for Non-institutional Purposes​ ​●​ ​Linkage Payments​ ​●​ ​Permit Inspection Fees​ ​●​ ​Student Spending​ ​●​ ​Salaries Paid to Employees​ ​●​ ​Construction Costs​ ​●​ ​Purchase of Goods, Services​ ​DRAF ​●​ ​Grants Received / Outside Money​ ​●​ ​Operating Support for Community Health Clinics​ ​●​ ​Unreimbursed Medicare or Medicaid​ ​If an exempt property owner is considering a formal PILOT payment to the City and would like​ ​SILOT credit, the Finance Department should be contacted to begin the process.​ T​ ​7. ANNUAL BILLING AND FIVE-YEAR PHASE IN (FY27-FY31)​ ​Annual Billing​ ​The annual billing for the PILOT will be performed by City staff. PILOT bills will be sent on a​ ​semiannual basis on a schedule similar to regular property tax billing – typically PILOT bills will​ ​be sent in July of each fiscal year. A SILOT credit application will also be enclosed with the PILOT​ ​bill and each exempt organization will have 30 days to complete and return form. The City will​ ​review the forms and notify each organization of SILOT credits received – including a revised​ ​PILOT bill for the current fiscal year. PILOT payments will be due on the regular property tax​ ​payment dates – typically the second Friday in October and March of each year.​ ​Revised: January 1, 2026​ ​Page​​8​ Page 12 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Five Year Phase In – New PILOT Agreements​ ​For any exempt organizations impacted by this policy, who currently exist in the City and are​ ​remaining in their existing locations, a five-year phase in is permitted. The amounts due in the​ ​first five tax years of the new program are listed below and should be calculated based on Step​ ​1 through Step 5 in the Calculation of Amount Due section above. In future fiscal years, the​ ​payment calculation could remain at 50% of the normal PILOT amount due assuming that a full​ ​community benefit credit is received.​ ​FY27 – 10% of the normal PILOT amount​ ​DR ​FY28 – 20% of the normal PILOT amount​ ​FY29 – 30% of the normal PILOT amount​ ​FY30 – 40% of the normal PILOT amount​ ​FY31 – 50% of the normal PILOT amount​ AF ​FY32 and thereafter - Full PILOT requested, less $10M exemption and any community benefit​ ​credit received.​ T​ ​8. GUIDANCE FOR CITY STAFF – ENCOURAGING PARTICIPATION IN THE PILOT PROGRAM AND​ ​ANNUAL REPORTING ON PILOT PAYMENTS​ ​Several common transactions should be used as opportunities for City staff to inform exempt​ ​organizations about the PILOT policy and in some cases encourage participation.​ ​Property Sale – Where conversion​ ​to exempt property​ ​Strongly encourage signing of a new PILOT payment​ ​agreement, present policy along with standard​ ​agreement.​ ​Building Permit – Where conversion​ ​Strongly encourage signing of a new PILOT payment​ ​to exempt property​ ​agreement, present policy along with standard​ ​agreement.​ ​Revised: January 1, 2026​ ​Page​​9​ Page 13 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Zoning Amendment Request​ ​Strongly encourage signing of a new PILOT payment​ ​agreement, present policy along with standard​ ​agreement.​ ​Site Plan Review​ ​Inform of PILOT policy – present copy of document​ ​Passage of Formal Pilot Policy /​ ​Notify all potentially impacted exempt organizations​ ​Amendments to PILOT Policy​ ​Finally, the Finance Department along with the Assessors Department will publish a​​PILOT​ ​Annual Report​​by December 31 of each calendar year,​​noting the amount of regular property​ ​DR ​tax which would be due of the entity was non-exempt, the amount of PILOT requested in the​ ​current year via letter for each parcel, amount paid, and amount remaining unpaid. The report​ ​will also detail community benefits provided by each entity in future years after the phase-in​ ​period.​ AFT​ ​Revised: January 1, 2026​ ​Page​​10​ Page 14 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Appendix A - Examples of PILOT Payments Due by Exempt Property Value​ ​As a reminder, the PILOT amount due can be calculated as follows:​ ​1) Begin with the total exempt assessed value of an organization​ ​2) Subtract the amount of PILOT exemption from the assessed value​ ​3) Divide by $1,000 (the mill rate is applied per $1,000 of assessed value)​ ​4) Multiply by the current City of Portland fiscal year mill rate (FY26 rate is $11.98)​ ​5) Multiply by the amount of the estimated portion of the regular tax rate dedicated to basic services - 40%​ ​6) Prorate the amount due based on the proposed phase in - 10% in Year 1, 20% in Year 2, 30% in Year 3, 40% in​ ​Year 4, 50% in Year 5 (and beyond, assuming community benefit criteria is met after Year 5).​ ​DRAFT​ ​Revised: January 1, 2026​ ​Page​​11​ Page 15 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 841 CONGRESS STREET LLC [note: see Portland Housing Authority] 902,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 10,813 10,813 10,813 10,813 10,813 ABBA [note name: ABBA, A Women's Resource Center] 285,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 3,424 3,424 3,424 3,424 3,424 AMERICAN NATIONAL RED CROSS [note: federal instrumentality] 212,300 - - - - - AMERICAN NATIONAL RED CROSS [note: federal instrumentality] 2,400,300 - - - - - AMERICAN NATIONAL RED CROSS [note: federal instrumentality] 1,010,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 43,402 43,402 43,402 43,402 43,402 ANDREWS HAROLD T POST #17 [note name: Harold T. Andrews Post, No. 17, The American] 1,239,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 14,844 14,844 14,844 14,844 14,844 AVESTA HOUSING DEVELOPMENT CORPORATION [formerly York -- Cumberland Housing Development Corporation] 1,412,400 - - - - - AVESTA HOUSING DEVELOPMENT CORPORATION [formerly York -- Cumberland Housing Development Corporation] 1,400,400 - - - - - AVESTA HOUSING DEVELOPMENT CORPORATION [formerly York -- Cumberland Housing Development Corporation] 1,357,900 - - - - - AVESTA HOUSING DEVELOPMENT CORPORATION [formerly York -- Cumberland Housing Development Corporation] 3,505,600 - - - - - AVESTA HOUSING DEVELOPMENT CORPORATION [formerly York -- Cumberland Housing Development Corporation] 5,817,700 - - - - - AVESTA HOUSING DEVELOPMENT CORPORATION [formerly York -- Cumberland Housing Development Corporation] 950,400 - - - - - Avesta Housing Development Corporation 1,826,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 194,922 194,922 194,922 194,922 194,922 BAILEY CEMETERY [Association] 41,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 497 497 497 497 497 BOYS & GIRLS CLUBS OF SOUTHERN MAINE 185,700 - - - - - BOYS & GIRLS CLUBS OF SOUTHERN MAINE 187,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 4,469 4,469 4,469 4,469 4,469 CASA INC 737,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 8,840 8,840 8,840 8,840 8,840 [The] CATHERINE MORRILL DAY NURSERY 2,632,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 31,541 31,541 31,541 31,541 31,541 CEDARS NURSING CARE CENTER INC [associated with JHA Assisted Living Inc.] 15,031,700 2,411 4,822 7,234 9,645 12,056 CEDARS NURSING CARE CENTER INC [associated with JHA Assisted Living Inc.] 9,471,700 4,539 9,078 13,617 18,155 22,694 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 6,950 13,900 20,850 27,800 34,750 Page 16 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 293,551 293,551 293,551 293,551 293,551 CENTER FOR GRIEVING CHILDREN 2,349,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 28,149 28,149 28,149 28,149 28,149 CLAYTON'S HOUSE LLC [owned parcel but operated by nonprofit Dempsey Centers for Quality Cancer Care] 1,299,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 15,566 15,566 15,566 15,566 15,566 CMRS IV INC 3,547,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 42,494 42,494 42,494 42,494 42,494 COMMITTEE TO RESTORE THE ABYSSINIAN CHURCH 552,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 6,614 6,614 6,614 6,614 6,614 COMMUNITY HOUSING OF MAINE INC 705,600 - - - - - COMMUNITY HOUSING OF MAINE 532,200 - - - - - COMMUNITY HOUSING OF MAINE INC 362,000 - - - - - COMMUNITY HOUSING OF MAINE INC 1,263,600 - - - - - COMMUNITY HOUSING OF MAINE INC 617,700 - - - - - COMMUNITY HOUSING OF MAINE INC 9,200 - - - - - COMMUNITY HOUSING OF MAINE INC 681,100 - - - - - COMMUNITY HOUSING OF MAINE INC 716,800 - - - - - COMMUNITY HOUSING OF MAINE INC 637,700 - - - - - COMMUNITY HOUSING OF MAINE INC 3,829,900 - - - - - COMMUNITY HOUSING OF MAINE INC 1,192,700 - - - - - COMMUNITY HOUSING OF MAINE INC 636,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 133,994 133,994 133,994 133,994 133,994 CROSSROADS FOR WOMEN INC 1,348,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 16,151 16,151 16,151 16,151 16,151 CUMBERLAND COUNTY YMCA [n/k/a Young Men's Christian Association of Southern Maine] 12,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 145 145 145 145 145 DEERING GRANGE #535 [Deering Grange No. 535 P. of H] 656,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 7,864 7,864 7,864 7,864 7,864 DIOCESAN BUREAU OF HOUSING 36,661,300 12,776 25,552 38,328 51,104 63,880 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 12,776 25,552 38,328 51,104 63,880 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 439,202 439,202 439,202 439,202 439,202 Page 17 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 EMC AFFORDABLE HOUSING PRESERVATION 55,900 - - - - - EMC AFFORDABLE HOUSING PRESERVATION 7,634,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 92,131 92,131 92,131 92,131 92,131 EQUALITY COMMUNITY CENTER 1,652,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 19,799 19,799 19,799 19,799 19,799 FAMILY CRISIS SERVICES INC [n/k/a Through These Doors] 1,802,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 21,590 21,590 21,590 21,590 21,590 FLORENCE HOUSE HOUSING CORPORATION [see Avesta Housing file] 3,091,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 37,035 37,035 37,035 37,035 37,035 FRIENDS OF THE ST LAWRENCE CHURCH 942,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 11,292 11,292 11,292 11,292 11,292 GREAT DIAMOND ISLAND LAND PRESERVE 32,800 - - - - - GREAT DIAMOND ISLAND LAND PRESERVE 63,400 - - - - - GREAT DIAMOND ISLAND LAND PRESERVE 14,600 - - - - - GREAT DIAMOND ISLAND LAND PRESERVE 123,400 - - - - - GREAT DIAMOND ISLAND LAND PRESERVE 3,100 - - - - - GREAT DIAMOND ISLAND LAND PRESERVE 90,800 - - - - - GREAT DIAMOND ISLAND LAND PRESERVE 6,800 - - - - - GREAT DIAMOND ISLAND LAND PRESERVE 122,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 5,474 5,474 5,474 5,474 5,474 GREATER PORTLAND YMCA [k/n/a Young Men's Christian Association of Southern Maine] 12,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 146 146 146 146 146 GROUP MAIN STREAM INC 1,017,100 - - - - - GROUP MAIN STREAM INC 620,100 - - - - - GROUP MAIN STREAM INC 860,700 - - - - - GROUP MAIN STREAM INC 744,600 - - - - - GROUP MAIN STREAM INC 484,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 44,647 44,647 44,647 44,647 44,647 GULF OF MAINE RESEARCH INSTITUTE 2,798,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 33,526 33,526 33,526 33,526 33,526 HABITAT FOR HUMANITY GREATER PORTLAND INC [Legal Name: HABITAT FOR HUMANITY / GREATER PORTLAND, INC.] 13,200 - - - - - Page 18 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 HABITAT FOR HUMANITY / GREATER PORTLAND INC 1,866,200 - - - - - HABITAT FOR HUMANITY / GREATER PORTLAND INC 872,400 - - - - - HABITAT FOR HUMANITY / GREATER PORTLAND INC 98,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 34,141 34,141 34,141 34,141 34,141 HALFWAY HOUSE INC [a/k/a Pharos House] 911,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 10,917 10,917 10,917 10,917 10,917 HFA HUD PROPERTIES LLC [for a reference, see HOME FOR THE AGED, a/k/a Park Danforth] 12,487,600 1,192 2,384 3,576 4,768 5,960 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 1,192 2,384 3,576 4,768 5,960 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 149,601 149,601 149,601 149,601 149,601 HOME FOR AGED WOMEN [now known as Seventy-five State Street] 22,121,900 5,809 11,618 17,426 23,235 29,044 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 5,809 11,618 17,426 23,235 29,044 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 265,020 265,020 265,020 265,020 265,020 HOME FOR THE AGED [f/k/a Park Danforth] 10,345,300 165 331 496 662 827 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) 165 331 496 662 827 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 123,937 123,937 123,937 123,937 123,937 HOPE ACTS 603,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 7,230 7,230 7,230 7,230 7,230 Indigo Arts Alliance 2,426,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 29,069 29,069 29,069 29,069 29,069 INGRAHAM HOUSING CORP INC [associated with Ingraham, Inc.] 1,280,500 - - - - - INGRAHAM HOUSING CORP INC [associated with Ingraham, Inc.] 25,600 - - - - - INGRAHAM HOUSING CORP INC [associated with Ingraham, Inc.] 1,332,900 - - - - - INGRAHAM VOLUNTEERS INC [n/k/a/ Ingraham, Inc. and associated with Ingraham Housing Corp.] 817,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 41,405 41,405 41,405 41,405 41,405 IRISH HERITAGE CENTER [n/k/a/ Maine Irish Heritage Center] 3,510,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 42,058 42,058 42,058 42,058 42,058 JHA ASSISTED LIVING INC[associated with Cedar's Nursing Care Center, Inc.] 5,005,100 2,398 4,797 7,195 9,594 11,992 JHA ASSISTED LIVING INC [associated with Cedar's Nursing Care Center, Inc.] 23,444,100 6,442 12,885 19,327 25,770 32,212 JHA ASSISTED LIVING INC [associated with Cedar's Nursing Care Center, Inc.] 4,367,600 2,093 4,186 6,279 8,372 10,465 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 10,934 21,868 32,801 43,735 54,669 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 393,145 393,145 393,145 393,145 393,145 MAHC INC [associated with Milestone Foundation] 1,839,600 - - - - - MAHC INC [associated with Milestone Foundation] 2,635,400 - - - - - Page 19 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 53,611 53,611 53,611 53,611 53,611 MAINE CONFERENCE ASSOC OF SEVENTH-DAY ADVENTISTS [n/k/a Northern New England Conference of Seventh-Day 413,500 Adventists, Inc.] - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 4,954 4,954 4,954 4,954 4,954 MAINE FARMLAND TRUST INC 799,900 - - - - - MAINE FARMLAND TRUST INC 223,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 12,258 12,258 12,258 12,258 12,258 MAINE HISTORICAL SOCIETY 7,503,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 89,892 89,892 89,892 89,892 89,892 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 89,800 43 86 129 172 215 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 7,682,000 3,681 7,362 11,044 14,725 18,406 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 674,488,400 318,423 636,846 955,269 1,273,691 1,592,114 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 218,400 105 209 314 419 523 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 211,000 101 202 303 404 506 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 2,625,400 1,258 2,516 3,774 5,032 6,290 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 6,148,500 2,946 5,893 8,839 11,785 14,732 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 256,700 123 246 369 492 615 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 835,100 400 800 1,201 1,601 2,001 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 635,700 305 609 914 1,219 1,523 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 174,400 84 167 251 334 418 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 2,337,200 1,120 2,240 3,360 4,480 5,600 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 385,300 185 369 554 739 923 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 985,600 472 945 1,417 1,889 2,361 MAINE MEDICAL CENTER [n/k/a MAINEHEALTH] 985,600 472 945 1,417 1,889 2,361 MAINEHEALTH 3,734,400 1,790 3,579 5,369 7,158 8,948 MAINEHEALTH 360,800 173 346 519 692 864 MAINEHEALTH 83,900 40 80 121 161 201 MAINEHEALTH 145,300 70 139 209 279 348 MAINEHEALTH 3,327,500 1,595 3,189 4,784 6,378 7,973 MAINEHEALTH 311,900 149 299 448 598 747 MAINEHEALTH 1,082,300 519 1,037 1,556 2,075 2,593 MAINEHEALTH 505,700 242 485 727 969 1,212 MAINEHEALTH 7,504,200 3,596 7,192 10,788 14,384 17,980 MAINEHEALTH 19,000 9 18 27 36 46 SPRING HARBOR HOSPITAL [n/k/a/ Mainehealth] 8,600 - - - - - SPRING HARBOR HOSPITAL [n/k/a/ Mainehealth] 11,599,700 5,559 11,117 16,676 22,234 27,793 SPRING HARBOR HOSPITAL [n/k/a/ Mainehealth] 11,800 6 11 17 23 28 SPRING HARBOR HOSPITAL [n/k/a/ Mainehealth] 367,900 176 353 529 705 881 SPRING HARBOR HOSPITAL [n/k/a/ Mainehealth] 47,400 23 45 68 91 114 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 343,664 687,327 1,030,991 1,374,654 1,718,318 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 8,711,491 8,711,491 8,711,491 8,711,491 8,711,491 Page 20 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 MAINE WOMEN'S CHRISTIAN TEMPERANCE UNION [correct name: Maine Woman's Christian Temperance Union] 1,169,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 14,005 14,005 14,005 14,005 14,005 MAYO STREET ARTS 907,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 10,875 10,875 10,875 10,875 10,875 MERCY HOSPITAL 1,770,800 849 1,697 2,546 3,394 4,243 MERCY HOSPITAL 90,879,500 38,757 77,515 116,272 155,030 193,787 MERCY HOSPITAL 873,900 419 838 1,256 1,675 2,094 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 40,025 80,050 120,074 160,099 200,124 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 1,120,420 1,120,420 1,120,420 1,120,420 1,120,420 MMC REALTY CORP 185,600 - - - - - MMC REALTY CORP 2,556,800 - - - - - MMC REALTY CORP 149,000 - - - - - MMC REALTY CORP 368,200 - - - - - MMC REALTY CORP 1,221,700 - - - - - MMC REALTY CORP 2,534,500 - - - - - MMC REALTY CORP 2,635,200 - - - - - MMC REALTY CORP 1,234,400 424 849 1,273 1,697 2,121 MMC REALTY CORP 350,200 168 336 503 671 839 MMC REALTY CORP 126,900 61 122 182 243 304 MMC REALTY CORP 7,045,800 3,376 6,753 10,129 13,505 16,882 MMC REALTY CORP 855,100 410 820 1,229 1,639 2,049 MMC REALTY CORP 6,868,900 3,292 6,583 9,875 13,166 16,458 MMC REALTY CORP 4,613,300 2,211 4,421 6,632 8,843 11,053 MMC REALTY CORP 203,700 98 195 293 390 488 MMC REALTY CORP 824,700 395 790 1,186 1,581 1,976 MMC REALTY CORP 2,176,800 1,043 2,086 3,129 4,172 5,216 MMC REALTY CORP 233,100 112 223 335 447 559 MMC REALTY CORP 179,300 86 172 258 344 430 MMC REALTY CORP 760,300 364 729 1,093 1,457 1,822 MMC REALTY CORP 393,700 189 377 566 755 943 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 12,228 24,456 36,684 48,911 61,139 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 425,496 425,496 425,496 425,496 425,496 MUNJOY HILL NEIGHBORHOOD ORGANIZATION 302,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 3,619 3,619 3,619 3,619 3,619 NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA STATE OF ME [correct name: The National Society of the Colonial541,400 Dames of America in- the State of Maine] - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 6,486 6,486 6,486 6,486 6,486 NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA [correct name: The National Society of the Colonial Dames of 981,000 America in the State - of Maine] - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 11,752 11,752 11,752 11,752 11,752 Page 21 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 NORTHERN N E DISTRICT COUNCILS ASSEMBLIES OF GOD 2,228,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 26,699 26,699 26,699 26,699 26,699 NORTHERN NEW ENGLAND DISTRICT COUNCIL ASSEMBLIES OF GOD 100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 1 1 1 1 1 OCEANSIDE CONSERVATION TRUST OF CASCO BAY 110,900 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 17,100 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 34,500 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 759,600 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 5,430 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 685,300 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 761,800 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 224,900 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 457,600 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 430,900 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 266,500 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 831,000 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 965,200 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 16,600 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 573,100 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 282,200 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 13,300 - - - - - OCEANSIDE CONSERVATION TRUST OF CASCO BAY 19,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 77,334 77,334 77,334 77,334 77,334 PARTNERS FOR WORLD HEALTH 2,460,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 29,471 29,471 29,471 29,471 29,471 PEAKS ISLAND CHILDREN'S WORKSHOP 1,544,400 - - - - - PEAKS ISLAND CHILDREN'S WORKSHOP 30,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 18,870 18,870 18,870 18,870 18,870 PEAKS ISLAND LAND PRESERVE 191,300 - - - - - PEAKS ISLAND LAND PRESERVE 3,500 - - - - - PEAKS ISLAND LAND PRESERVE 3,600 - - - - - PEAKS ISLAND LAND PRESERVE 4,200 - - - - - PEAKS ISLAND LAND PRESERVE 4,200 - - - - - PEAKS ISLAND LAND PRESERVE 3,700 - - - - - PEAKS ISLAND LAND PRESERVE 312,000 - - - - - PEAKS ISLAND LAND PRESERVE 768,700 - - - - - PEAKS ISLAND LAND PRESERVE 310,700 - - - - - PEAKS ISLAND LAND PRESERVE 114,800 - - - - - Page 22 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PEAKS ISLAND LAND PRESERVE 95,000 - - - - - PEAKS ISLAND LAND PRESERVE 199,100 - - - - - PEAKS ISLAND LAND PRESERVE 176,800 - - - - - PEAKS ISLAND LAND PRESERVE 6,300 - - - - - PEAKS ISLAND LAND PRESERVE 173,400 - - - - - PEAKS ISLAND LAND PRESERVE 439,200 - - - - - PEAKS ISLAND LAND PRESERVE 14,600 - - - - - PEAKS ISLAND LAND PRESERVE 143,200 - - - - - PEAKS ISLAND LAND PRESERVE 44,100 - - - - - PEAKS ISLAND PRESERVE [Note Not Located word, presumably: Peaks Island Land Preserve] 5,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 36,108 36,108 36,108 36,108 36,108 PEAKS ISLAND VOLUNTEERS OF AMERICA ELDERLY HOUSING INC 2,485,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 29,780 29,780 29,780 29,780 29,780 PEOPLE'S REGIONAL OPPORTUNITY PROGRAM [now known as The Opportunity Alliance] 1,238,300 - - - - - PEOPLE'S REGIONAL OPPORTUNITY PROGRAM [now known as The Opportunity Alliance] 54,000 - - - - - PEOPLE'S REGIONAL OPPORTUNITY PROGRAM [now known as The Opportunity Alliance] 1,141,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 29,159 29,159 29,159 29,159 29,159 PEREGRINE CORPORATION 969,600 - - - - - PEREGRINE CORPORATION 996,300 - - - - - PEREGRINE CORPORATION 954,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 34,983 34,983 34,983 34,983 34,983 PLEASANT STREET HOUSING INC [see file re Shalom House, Inc.] 2,677,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 32,070 32,070 32,070 32,070 32,070 PMEH [n/k/a/ MEH] 481,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 5,768 5,768 5,768 5,768 5,768 POND GROVE CEMETERY ASSN [note name: Pond Grove Cemetery Company] 60,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 721 721 721 721 721 PORT RESOURCES [a/k/a Port Resources Inc.] 1,435,800 - - - - - PORT RESOURCES [a/k/a Port Resources Inc.] 753,400 - - - - - PORT RESOURCES INC [a/k/a Port Resources] 1,125,900 - - - - - PORT RESOURCES INC [a/k/a Port Resources] 590,600 - - - - - PORT RESOURCES INC [a/k/a Port Resources] 793,700 - - - - - PORT RESOURCES INC [a/k/a Port Resources] 28,500 - - - - - PORT RESOURCES INC [a/k/a Port Resources] 551,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - Page 23 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 63,247 63,247 63,247 63,247 63,247 PORTLAND / ST ALBANS CORP 788,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 9,449 9,449 9,449 9,449 9,449 PORTLAND BOYS CLUB ASSOC [n/k/a Boys & Girls Clubs of Southern Maine] 5,762,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 69,040 69,040 69,040 69,040 69,040 PORTLAND CHILDREN'S DYSLEXIA FOUNDATION 1,391,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 16,667 16,667 16,667 16,667 16,667 PORTLAND COMMUNITY HEALTH CENTER 1,521,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 18,225 18,225 18,225 18,225 18,225 PORTLAND RECOVERY COMMUNITY CENTER 1,096,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 13,131 13,131 13,131 13,131 13,131 PORTLAND TRAILS 22,300 - - - - - PORTLAND TRAILS 5,600 - - - - - PORTLAND TRAILS 16,100 - - - - - PORTLAND TRAILS 5,500 - - - - - PORTLAND TRAILS 6,900 - - - - - PORTLAND TRAILS 25,900 - - - - - PORTLAND TRAILS 5,100 - - - - - PORTLAND TRAILS 3,100 - - - - - PORTLAND TRAILS 25,400 - - - - - PORTLAND TRAILS 26,800 - - - - - PORTLAND TRAILS 45,600 - - - - - PORTLAND TRAILS 1,700 - - - - - PORTLAND TRAILS 9,700 - - - - - PORTLAND TRAILS 9,200 - - - - - PORTLAND TRAILS 6,700 - - - - - PORTLAND TRAILS 3,800 - - - - - PORTLAND TRAILS 30,500 - - - - - PORTLAND TRAILS 1,500 - - - - - PORTLAND TRAILS 100 - - - - - PORTLAND TRAILS 3,800 - - - - - PORTLAND TRAILS 17,300 - - - - - PORTLAND TRAILS 38,000 - - - - - PORTLAND TRAILS 14,600 - - - - - PORTLAND TRAILS 700 - - - - - PORTLAND TRAILS 29,900 - - - - - PORTLAND TRAILS 17,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - Page 24 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 4,466 4,466 4,466 4,466 4,466 PORTLAND VOA ELDERLY HOUSING INC 9,579,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 114,765 114,765 114,765 114,765 114,765 PREBLE STREET [RESOURCE CENTER, n/k/a Preble Street] 2,951,200 - - - - - PREBLE STREET RESOURCE CENTER [n/k/a Preble Street] 2,462,500 - - - - - PREBLE STREET RESOURCE CENTER INC [n/k/a Preble Street] 2,930,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 99,965 99,965 99,965 99,965 99,965 ROMAN CATHOLIC BISHOP OF PORTLAND 5,093,500 - - - - - ROMAN CATHOLIC BISHOP OF PORTLAND 1,508,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 79,096 79,096 79,096 79,096 79,096 RONALD MCDONALD HOUSE OF PORTLAND [note name: Ronald McDonald House of Portland, Maine, Inc. f/k/a Stand By 4,066,400 Me, Inc.] - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 48,715 48,715 48,715 48,715 48,715 ROOT CELLAR [note name: The Root Cellar] 3,342,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 40,041 40,041 40,041 40,041 40,041 RUTH'S REUSABLE RESOURCES 3,276,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 39,249 39,249 39,249 39,249 39,249 SAHARA CLUB INC THE 1,529,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 18,321 18,321 18,321 18,321 18,321 SAINT JOSEPH'S MANOR 20,400 - - - - - SAINT JOSEPH'S MANOR 12,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 392 392 392 392 392 SALVATION ARMY THE 57,500 - - - - - SALVATION ARMY THE 4,307,700 - - - - - SALVATION ARMY THE 12,000 - - - - - SALVATION ARMY THE 194,700 - - - - - SALVATION ARMY THE 517,400 - - - - - SALVATION ARMY THE 21,100 - - - - - SALVATION ARMY THE 172,500 - - - - - SALVATION ARMY THE 3,714,500 - - - - - SALVATION ARMY THE 5,193,800 2,008 4,017 6,025 8,034 10,042 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) 2,008 4,017 6,025 8,034 10,042 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 170,011 170,011 170,011 170,011 170,011 Page 25 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 SEVENTY-FIVE STATE STREET [formerly known as The Home for Aged Women] 189,100 - - - - - SEVENTY-FIVE STATE STREET [formerly known as The Home for Aged Women] 179,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 4,412 4,412 4,412 4,412 4,412 SHALOM HOUSE [n/k/a/ Shalom House Inc.] 1,178,400 - - - - - SHALOM HOUSE [n/k/a/ Shalom House Inc.] 723,300 - - - - - SHALOM HOUSE [n/k/a/ Shalom House Inc.] 719,500 - - - - - SHALOM HOUSE INC 1,037,400 - - - - - SHALOM HOUSE INC 1,282,900 - - - - - SHALOM HOUSE INC 1,148,600 - - - - - SHALOM HOUSE INC 816,100 - - - - - SHALOM HOUSE INC 467,600 - - - - - SHALOM HOUSE INC 662,800 - - - - - SHALOM HOUSE INC 3,658,300 812 1,624 2,437 3,249 4,061 SHALOM HOUSE INC 411,000 197 394 591 788 985 SHALOM HOUSE INC 863,600 414 828 1,242 1,655 2,069 SHALOM HOUSE INC 3,116,100 1,493 2,986 4,480 5,973 7,466 SHALOM HOUSE INC 683,500 328 655 983 1,310 1,638 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 3,244 6,488 9,731 12,975 16,219 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 200,894 200,894 200,894 200,894 200,894 SPACE GALLERY [N.B. Condos 1-11, but only condos 1, 2 & 4 are exempt] 722,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 8,654 8,654 8,654 8,654 8,654 SPURWINK SERVICES [note name: Spurwink Services, Inc.] 4,322,300 - - - - - SPURWINK SERVICES 4,066,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 100,495 100,495 100,495 100,495 100,495 ST ELIZABETH'S ROMAN CATHOLIC ASYLUM 2,606,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 31,228 31,228 31,228 31,228 31,228 ST JOSEPH'S CONVENT & HOSPITAL 726,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 8,706 8,706 8,706 8,706 8,706 ST JOSEPH'S MANOR [a/k/a Saint Joseph's Manor] 14,168,800 1,998 3,995 5,993 7,991 9,988 ST JOSEPH'S MANOR [a/k/a Saint Joseph's Manor] 5,400 3 5 8 10 13 ST JOSEPH'S MANOR [a/k/a Saint Joseph's Manor] 53,700 26 51 77 103 129 ST JOSEPH'S MANOR [a/k/a Saint Joseph's Manor] 10,700 5 10 15 21 26 ST JOSEPH'S MANOR [a/k/a Saint Joseph's Manor] 10,700 5 10 15 21 26 ST JOSEPH'S MANOR [a/k/a Saint Joseph's Manor] 77,600 37 74 112 149 186 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 2,073 4,147 6,220 8,294 10,367 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 171,636 171,636 171,636 171,636 171,636 Page 26 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 THE IRIS NETWORK 3,954,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 47,370 47,370 47,370 47,370 47,370 THE JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE 6,963,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 83,419 83,419 83,419 83,419 83,419 THE PARK-DANFORTH 6,423,000 - - - - - THE PARK-DANFORTH 9,274,200 2,730 5,460 8,190 10,920 13,650 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) 2,730 5,460 8,190 10,920 13,650 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 188,052 188,052 188,052 188,052 188,052 TROTT BURYING GROUND 60,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 721 721 721 721 721 VICTORIA SOCIETY OF MAINE WOMEN [n/k/a Victoria Mansion] 2,692,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 32,261 32,261 32,261 32,261 32,261 VOANNE BRACKETT STREET HOUSE 975,500 - - - - - VOANNE PROPERTY CORPORATION 1,052,800 - - - - - VOANNE PROPERTY CORPORATION 719,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 32,919 32,919 32,919 32,919 32,919 VOLUNTEERS OF AMERICA NORTHERN NEW ENGLAND INC 222,300 - - - - - VOLUNTEERS OF AMERICA NORTHERN NEW ENGLAND 70,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 3,513 3,513 3,513 3,513 3,513 YORK-CUMBERLAND ASSOCIATION FOR HANDICAPPED PERSONS [n/k/a Creative Works] 746,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 8,942 8,942 8,942 8,942 8,942 YOUNG MEN'S CHRISTIAN ASSOCIATION OF SOUTHERN MAINE 4,115,900 1,972 3,945 5,917 7,889 9,862 YOUNG MEN'S CHRISTIAN ASSOCIATION OF SOUTHERN MAINE 44,800 21 43 64 86 107 YOUNG MEN'S CHRISTIAN ASSOC [n/k/a Young Men's Christian Association of Southern Maine] 189,300 91 181 272 363 454 YOUNG MENS CHRISTIAN ASSOC OF PORTLAND 385,400 185 369 554 739 923 YOUNG MENS CHRISTIAN ASSOC OF PORTLAND 12,896,300 1,388 2,776 4,164 5,552 6,940 YOUNG MEN'S CHRISTIAN ASSOCIATION [n/k/a Young Men's Christian Association of Southern Maine] 186,500 89 179 268 357 447 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 3,746 7,493 11,239 14,986 18,732 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 213,462 213,462 213,462 213,462 213,462 YOUTH AND FAMILY OUTREACH 364,600 - - - - - YOUTH AND FAMILY OUTREACH 646,100 - - - - - Page 27 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 YOUTH AND FAMILY OUTREACH 941,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 23,390 23,390 23,390 23,390 23,390 BIODIVERSITY RESEARCH INSTITUTE 1,153,400 - - - - - BIODIVERSITY RESEARCH INSTITUTE 1,552,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 32,418 32,418 32,418 32,418 32,418 BREAKWATER SCHOOL [k/n/a Breakwater Learning] 1,317,200 - - - - - BREAKWATER SCHOOL [k/n/a Breakwater Learning] 2,126,300 - - - - - BREAKWATER SCHOOL [k/n/a Breakwater Learning] 3,288,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 80,648 80,648 80,648 80,648 80,648 CHEVERUS HIGH SCHOOL 680,600 - - - - - CHEVERUS HIGH SCHOOL 2,527,800 - - - - - CHEVERUS HIGH SCHOOL A MAINE CORPORATION 564,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 45,202 45,202 45,202 45,202 45,202 CHILDREN'S CENTER THE 1,391,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 16,673 16,673 16,673 16,673 16,673 CHILDREN'S MUSEUM AND THEATRE OF MAINE 8,346,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 99,991 99,991 99,991 99,991 99,991 CIEE INC 585,400 - - - - - COUNCIL INTERNATIONAL STUDY PROGRAMS INC [k/n/a CIEE, Inc.] 4,978,100 - - - - - COUNCIL INTERNATIONAL STUDY PROGRAMS INC [k/n/a CIEE, Inc.] 786,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 76,071 76,071 76,071 76,071 76,071 CLIFF ISLAND LIBRARY CLUB 371,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 4,452 4,452 4,452 4,452 4,452 ERLICH MARK ETALS TRUSTEES 530,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 6,354 6,354 6,354 6,354 6,354 GULF OF MAINE PROPERTIES INC 232,400 - - - - - GULF OF MAINE PROPERTIES INC 212,100 - - - - - GULF OF MAINE PROPERTIES INC 239,100 - - - - - GULF OF MAINE PROPERTIES INC 167,700 - - - - - GULF OF MAINE PROPERTIES INC 86,500 - - - - - GULF OF MAINE PROPERTIES INC 41,000 - - - - - Page 28 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 GULF OF MAINE PROPERTIES INC 40,600 - - - - - GULF OF MAINE PROPERTIES INC 159,300 - - - - - GULF OF MAINE PROPERTIES INC 60,600 - - - - - GULF OF MAINE PROPERTIES INC 60,600 - - - - - GULF OF MAINE PROPERTIES INC 2,547,000 - - - - - GULF OF MAINE PROPERTIES INC 1,183,400 - - - - - GULF OF MAINE PROPERTIES INC 136,500 - - - - - GULF OF MAINE PROPERTIES INC 777,400 - - - - - GULF OF MAINE PROPERTIES INC 778,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 80,537 80,537 80,537 80,537 80,537 ILLUSTRATION INSTITUTE 950,200 - - - - - ILLUSTRATION INSTITUTE 485,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 17,196 17,196 17,196 17,196 17,196 MAINE COLLEGE OF ART [k/n/a Maine College of Art and Design] 2,257,300 1,082 2,163 3,245 4,327 5,408 MAINE COLLEGE OF ART [k/n/a Maine College of Art and Design] 2,745,900 1,316 2,632 3,948 5,263 6,579 MAINE COLLEGE OF ART [k/n/a Maine College of Art and Design] 29,122,800 9,164 18,327 27,491 36,655 45,818 MAINE COLLEGE OF ART [k/n/a Maine College of Art and Design] 352,700 169 338 507 676 845 MAINE COLLEGE OF ART [k/n/a Maine College of Art and Design] 3,870,100 1,855 3,709 5,564 7,418 9,273 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 13,585 27,169 40,754 54,339 67,924 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 459,419 459,419 459,419 459,419 459,419 MAINE HUMANITIES COUNCIL 777,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 9,314 9,314 9,314 9,314 9,314 MHS INC 396,600 - - - - - MHS INC 3,760,300 - - - - - MHS INC 1,591,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 68,862 68,862 68,862 68,862 68,862 PORTLAND CONSERVATORY OF MUSIC 1,402,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 16,800 16,800 16,800 16,800 16,800 PORTLAND MUSEUM OF ART 1,014,700 486 972 1,459 1,945 2,431 PORTLAND MUSEUM OF ART 5,378,800 2,578 5,155 7,733 10,310 12,888 PORTLAND MUSEUM OF ART 27,591,500 8,430 16,860 25,290 33,719 42,149 PORTLAND MUSEUM OF ART 3,682,100 1,764 3,529 5,293 7,058 8,822 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 13,258 26,516 39,774 53,032 66,290 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 451,252 451,252 451,252 451,252 451,252 The PORTLAND PUBLIC LIBRARY 1,325,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 15,874 15,874 15,874 15,874 15,874 Page 29 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 ST IGNATIUS RESIDENCE OF THE SOCIETY OF JESUS [n/k/a The Jesuits of Maine] 21,415,200 5,470 10,940 16,410 21,881 27,351 ST IGNATIUS RESIDENCE OF THE SOCIETY OF JESUS [n/k/a The Jesuits of Maine] 171,800 82 165 247 329 412 ST IGNATIUS RESIDENCE OF THE SOCIETY OF JESUS [n/k/a The Jesuits of Maine] 1,127,600 540 1,081 1,621 2,161 2,702 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 6,093 12,186 18,279 24,371 30,464 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 272,121 272,121 272,121 272,121 272,121 UNIVERSITY OF MAINE 17,580,000 - - - - - UNIVERSITY OF MAINE 901,200 - - - - - UNIVERSITY OF MAINE 605,400 - - - - - UNIVERSITY OF MAINE 848,000 - - - - - UNIVERSITY OF MAINE 882,000 - - - - - UNIVERSITY OF MAINE 698,800 - - - - - UNIVERSITY OF MAINE 607,700 - - - - - UNIVERSITY OF MAINE 522,200 - - - - - UNIVERSITY OF MAINE 27,500 - - - - - UNIVERSITY OF MAINE 96,570,300 - - - - - UNIVERSITY OF MAINE 48,825,400 - - - - - UNIVERSITY OF MAINE 932,400 - - - - - UNIVERSITY OF MAINE 191,400 - - - - - UNIVERSITY OF MAINE 70,700 - - - - - UNIVERSITY OF MAINE 511,400 - - - - - UNIVERSITY OF MAINE 852,500 - - - - - UNIVERSITY OF MAINE 640,100 - - - - - UNIVERSITY OF MAINE 623,100 - - - - - UNIVERSITY OF MAINE SYSTEM 400,600 - - - - - UNIVERSITY OF MAINE SYSTEM 746,700 - - - - - UNIVERSITY OF MAINE SYSTEM 102,334,500 - - - - - UNIVERSITY OF MAINE SYSTEM 525,400 - - - - - UNIVERSITY OF MAINE SYSTEM CHIEF FINANCIAL OFFICER 580,000 - - - - - UNIVERSITY OF MAINE SYSTEM 483,300 - - - - - UNIVERSITY OF MAINE SYSTEM 592,000 - - - - - UNIVERSITY OF MAINE SYSTEM 596,800 - - - - - UNIVERSITY OF MAINE SYSTEM 601,500 - - - - - UNIVERSITY OF MAINE SYSTEM 786,500 - - - - - UNIVERSITY OF MAINE THE 663,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 3,356,801 3,356,801 3,356,801 3,356,801 3,356,801 UNIVERSITY OF NEW ENGLAND 3,675,500 1,761 3,523 5,284 7,045 8,806 UNIVERSITY OF NEW ENGLAND 41,400 20 40 60 79 99 UNIVERSITY OF NEW ENGLAND 10,251,100 120 241 361 481 602 UNIVERSITY OF NEW ENGLAND 1,435,500 688 1,376 2,064 2,752 3,439 UNIVERSITY OF NEW ENGLAND 29,135,900 13,962 27,924 41,886 55,848 69,810 UNIVERSITY OF NEW ENGLAND 13,776,200 6,602 13,203 19,805 26,406 33,008 UNIVERSITY OF NEW ENGLAND 623,300 299 597 896 1,195 1,493 UNIVERSITY OF NEW ENGLAND 123,900 59 119 178 237 297 UNIVERSITY OF NEW ENGLAND 3,446,600 1,652 3,303 4,955 6,606 8,258 UNIVERSITY OF NEW ENGLAND 125,100 60 120 180 240 300 Page 30 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 UNIVERSITY OF NEW ENGLAND 1,014,800 486 973 1,459 1,945 2,431 UNIVERSITY OF NEW ENGLAND 41,980,700 20,117 40,234 60,351 80,469 100,586 UNIVERSITY OF NEW ENGLAND 473,000 227 453 680 907 1,133 UNIVERSITY OF NEW ENGLAND 825,800 396 791 1,187 1,583 1,979 UNIVERSITY OF NEW ENGLAND 237,900 114 228 342 456 570 UNIVERSITY OF NEW ENGLAND 2,029,900 973 1,945 2,918 3,891 4,864 UNIVERSITY OF NEW ENGLAND 3,293,700 1,578 3,157 4,735 6,313 7,892 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 49,113 98,227 147,340 196,453 245,567 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 1,347,634 1,347,634 1,347,634 1,347,634 1,347,634 [The] WAYNFLETE SCHOOL 4,700 2 5 7 9 11 [The] WAYNFLETE SCHOOL 3,200 2 3 5 6 8 [The] WAYNFLETE SCHOOL 18,400 9 18 26 35 44 [The] WAYNFLETE SCHOOL 1,600 1 2 2 3 4 [The] WAYNFLETE SCHOOL 11,100 5 11 16 21 27 [The] WAYNFLETE SCHOOL 11,500 6 11 17 22 28 [The] WAYNFLETE SCHOOL 2,011,000 964 1,927 2,891 3,855 4,818 [The] WAYNFLETE SCHOOL 16,469,500 3,100 6,200 9,301 12,401 15,501 [The] WAYNFLETE SCHOOL 1,669,900 800 1,600 2,401 3,201 4,001 [The] WAYNFLETE SCHOOL 2,000,000 958 1,917 2,875 3,834 4,792 [The] WAYNFLETE SCHOOL 1,844,900 884 1,768 2,652 3,536 4,420 [The] WAYNFLETE SCHOOL 294,100 141 282 423 564 705 [The] WAYNFLETE SCHOOL 434,800 208 417 625 833 1,042 [The] WAYNFLETE SCHOOL 6,529,100 3,129 6,257 9,386 12,515 15,644 [The] WAYNFLETE SCHOOL 2,743,400 1,315 2,629 3,944 5,259 6,573 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 11,523 23,047 34,570 46,094 57,617 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 407,885 407,885 407,885 407,885 407,885 EIGHTH MAINE REG MEM ASSOC 1,451,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 17,391 17,391 17,391 17,391 17,391 FIFTH MAINE REGIMENT COMMUNITY CENTER 1,268,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 15,191 15,191 15,191 15,191 15,191 LORING CHARLES AMVETS POST NO 25 [legal name: Charles Loring Post No. 25 AMVETS] 782,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 9,374 9,374 9,374 9,374 9,374 MAINE CENTRAL RAILROAD CO 264,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 3,170 3,170 3,170 3,170 3,170 MASONIC TRUSTEES OF PORTLAND 5,641,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 67,580 67,580 67,580 67,580 67,580 NORTHERN NEW ENGLAND PASSENGER RAIL AUTHORITY 448,500 - - - - - Page 31 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 5,373 5,373 5,373 5,373 5,373 PORTLAND TERMINAL CO 327,200 - - - - - PORTLAND TERMINAL CO 981,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 15,678 15,678 15,678 15,678 15,678 RANDALL & MCVANE POST #142 AMERICAN LEGION INC 354,800 - - - - - RANDALL EARL MACNEILL POST #142 AMERICAN LEGION INC [k/n/a Randall and Macvane Post, No. 142 The American Legion] 957,600 - - - - - RANDALL MACVANE POST #142 [k/n/a Randall and Macvane Post, No. 142 The American Legion] 354,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 19,973 19,973 19,973 19,973 19,973 VETERANS OF FOREIGN WARS DEERING MEMORIAL POST 6895 [legal name: Deering Memorial Post No. 6859] 1,122,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 13,451 13,451 13,451 13,451 13,451 AFRICAN METHODIST EPIS ZION CHURCH [legal name: The Green Memorial African Methodist Episcopal Zion Church] 80,500 - - - - - AFRICAN METHODIST EPIS ZION CHURCH [legal name: The Green Memorial African Methodist Episcopal Zion Church] 865,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 11,334 11,334 11,334 11,334 11,334 ALLEN AVENUE UNITARIAN UNIVERSALIST CHURCH 128,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 1,544 1,544 1,544 1,544 1,544 APOSTOLIC FAITH ASSEMBLY [n/k/a First Independent Assembly of God] 864,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 10,360 10,360 10,360 10,360 10,360 BETH HACNESES ANSHE SFARD 864,900 - - - - - BETH HACNESES ANSHE SFARD & MICHAEL MOSCOWITZ 99,500 - - - - - BETH HACNESES ANSHE SFARD 7,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 11,641 11,641 11,641 11,641 11,641 CHARISMATIC EPISCOPAL CHURCH OF THE HOLY SPIRT 1,384,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 16,586 16,586 16,586 16,586 16,586 CHRISTCHURCH OF PORTLAND 1,796,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 21,521 21,521 21,521 21,521 21,521 CHURCH OF GOD 963,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 11,537 11,537 11,537 11,537 11,537 Page 32 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 CONGREGATION ETZ CHAIM 1,942,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 23,270 23,270 23,270 23,270 23,270 CUMBERLAND ISLAMIC CENTER [n/k/a Cumberland Cultural Center] 970,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 11,631 11,631 11,631 11,631 11,631 EMMANUEL ASSEMBLY OF GOD 2,532,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 30,335 30,335 30,335 30,335 30,335 FAITH TEMPLE 1,868,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 22,389 22,389 22,389 22,389 22,389 FIRST BAPTIST CHURCH IN PORTLAND MAINE THE 7,403,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 88,699 88,699 88,699 88,699 88,699 FIRST CHURCH OF CHRIST SCIENTIST PORTLAND 2,176,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 26,077 26,077 26,077 26,077 26,077 [The] FIRST LUTHERAN CHURCH OF PORTLAND[, Maine] 4,955,000 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 59,361 59,361 59,361 59,361 59,361 FIRST PARISH IN PORTLAND TRUSTEE [Legal name: The First Parish in Portland, Maine Unitarian Universalist] 5,381,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 64,466 64,466 64,466 64,466 64,466 FRIENDS CHURCH 1,096,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 13,138 13,138 13,138 13,138 13,138 GRACE BAPTIST CHURCH 6,014,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 72,055 72,055 72,055 72,055 72,055 HELLENIC ORTHODOX COMMUNITY OF PORTLAND & WESTBROOK [n/k/a Holy Trinty Grrek Orthodox Church of Portland] 2,673,800 - - - - - HELLENIC ORTHODOX COMMUNITY OF PORTLAND & WESTBROOK [n/k/a Holy Trinty Grrek Orthodox Church of Portland] 1,914,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 54,969 54,969 54,969 54,969 54,969 IGLESIA PENTECOSTAL EL SINAI 611,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 7,322 7,322 7,322 7,322 7,322 Page 33 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 ISLAMIC SOCIETY OF PORTLAND MAINE PORTLAND MAINE 1,258,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 15,082 15,082 15,082 15,082 15,082 LIVING HOPE ASSEMBLIES OF GOD 646,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 7,750 7,750 7,750 7,750 7,750 MAINE CONFERENCE ASSOC OF SEVENTH-DAY ADVENTISTS [n/k/a Northern New England Conference of Seventh-Day Adventists, 8,900 Inc.] - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 107 107 107 107 107 MASJID AL RAHMAN 387,700 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 4,645 4,645 4,645 4,645 4,645 NEW BRACKETT MEMORIAL CHURCH 31,300 - - - - - NEW BRACKETT MEMORIAL CHURCH 53,700 - - - - - NEW BRACKETT MEMORIAL CHURCH 64,400 - - - - - NEW BRACKETT MEMORIAL CHURCH 1,671,900 - - - - - NEW BRACKETT MEMORIAL CHURCH 8,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 21,917 21,917 21,917 21,917 21,917 NORTH DEERING ALLIANCE CHURCH [legal name: North Deering Alliance Church of the Christian and Missionary Alliance] 1,856,400 - - - - - NORTH DEERING ALLIANCE CHURCH [legal name: North Deering Alliance Church of the Christian and Missionary Alliance] 598,300 - - - - - NORTH DEERING CONGREGATIONAL CHURCH 2,151,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 55,180 55,180 55,180 55,180 55,180 NORTHERN NEW ENGLAND CONFERENCE OF 361,600 - - - - - NORTHERN NEW ENGLAND CONFERENCE OF 7TH DAY ADVENTIST INC 2,906,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 39,152 39,152 39,152 39,152 39,152 OLD CHEVRA KADISHA 10,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 125 125 125 125 125 OMAR IBN AL-KHATTAB MASJID 224,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 2,691 2,691 2,691 2,691 2,691 PORTLAND CHRISTIAN CHURCH 2,235,000 - - - - - PORTLAND CHRISTIAN CHURCH 6,600 - - - - - PORTLAND CHRISTIAN CHURCH 6,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 26,933 26,933 26,933 26,933 26,933 Page 34 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PORTLAND CONGREGATION OF JEHOVAH'S WITNESSES [n/k/a West Congregation of Jehovah's Witnesses, Portland, Maine] 1,614,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 19,345 19,345 19,345 19,345 19,345 PORTLAND SOCIETY OF THE NEW JERUSALEM 72,800 - - - - - PORTLAND SOCIETY OF THE NEW JERUSALEM 581,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 7,834 7,834 7,834 7,834 7,834 ROMAN CATHOLIC BISHOP OF PORTLAND 4,043,900 1,938 3,876 5,814 7,751 9,689 ROMAN CATHOLIC BISHOP OF PORTLAND 14,929,000 2,362 4,724 7,086 9,448 11,810 ROMAN CATHOLIC BISHOP OF PORTLAND 1,469,700 704 1,409 2,113 2,817 3,521 ROMAN CATHOLIC BISHOP OF PORTLAND 3,302,800 1,583 3,165 4,748 6,331 7,914 ROMAN CATHOLIC BISHOP OF PORTLAND 640,800 307 614 921 1,228 1,535 ROMAN CATHOLIC BISHOP OF PORTLAND 4,711,100 2,258 4,515 6,773 9,030 11,288 ROMAN CATHOLIC BISHOP OF PORTLAND 1,802,600 864 1,728 2,591 3,455 4,319 ROMAN CATHOLIC BISHOP OF PORTLAND 430,600 206 413 619 825 1,032 ROMAN CATHOLIC BISHOP OF PORTLAND 1,439,200 690 1,379 2,069 2,759 3,448 ROMAN CATHOLIC BISHOP OF PORTLAND 7,981,200 3,825 7,649 11,474 15,298 19,123 ROMAN CATHOLIC BISHOP OF PORTLAND 2,835,600 1,359 2,718 4,076 5,435 6,794 ROMAN CATHOLIC BISHOP OF PORTLAND 6,692,500 3,207 6,414 9,621 12,828 16,035 ROMAN CATHOLIC BISHOP OF PORTLAND 210,800 101 202 303 404 505 ROMAN CATHOLIC BISHOP OF PORTLAND 203,800 98 195 293 391 488 ROMAN CATHOLIC BISHOP OF PORTLAND 717,800 344 688 1,032 1,376 1,720 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 19,844 39,689 59,533 79,377 99,222 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 615,909 615,909 615,909 615,909 615,909 SOUTHERN MAINE JEWISH CEMETERY ASSOCIATION 295,200 - - - - - SOUTHERN MAINE JEWISH CEMETERY ASSOCIATION 43,700 - - - - - SOUTHERN MAINE JEWISH CEMETERY ASSOCIATION 236,500 - - - - - SOUTHERN MAINE JEWISH CEMETERY ASSOCIATION 345,500 - - - - - SOUTHERN MAINE JEWISH CEMETERY ASSOCIATION 7,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 11,120 11,120 11,120 11,120 11,120 ST LUKES PARISH- WARDENS & VESTRYMEN 5,218,800 - - - - - ST LUKES PARISH- WARDENS & VESTRYMEN 2,063,500 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 87,242 87,242 87,242 87,242 87,242 ST PAUL'S PARISH CHURCH 1,422,700 - - - - - ST PAUL'S PARISH CHURCH 490,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 22,925 22,925 22,925 22,925 22,925 ST PETER'S EPISCOPAL CHURCH 1,561,600 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 18,708 18,708 18,708 18,708 18,708 Page 35 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 STATE STREET CONGREGATIONAL CHURCH [legal name: The State Street Congregational Church of the United Church of 6,180,300 Christ] - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 74,040 74,040 74,040 74,040 74,040 STEVENS AVE CONGREGATIONAL CHURCH 1,411,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 16,915 16,915 16,915 16,915 16,915 STROUDWATER BAPTIST CHURCH 1,382,000 - - - - - STROUDWATER BAPTIST CHURCH 398,800 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 21,334 21,334 21,334 21,334 21,334 STROUDWATER CHRISTIAN CHURCH 2,029,900 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 24,318 24,318 24,318 24,318 24,318 TEMPLE BETH EL 2,708,900 - - - - - TEMPLE BETH-EL 4,461,300 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 85,899 85,899 85,899 85,899 85,899 TRINITY CHURCH IN PORTLAND THE RECTOR WADENS & VESTRYMEN OF 312,200 - - - - - TRINITY CHURCH OF PORT LAND RECTOR-WARDENS & VESTRYMEN 73,900 - - - - - TRINITY CHURCH OF PORTLAND RECTOR WARDENS & VESTRYMEN 2,517,100 - - - - - TRINITY EPISCOPAL CHURCH RECTOR-WARDENS & VESTRYMEN 70,000 - - - - - [The] UNIVERSALIST CHURCH OF PORTLAND [k/n/a Allen Avenue Unitarian Universalist Church] 1,842,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 57,691 57,691 57,691 57,691 57,691 WASHINGTON AVE METHODIST CHURCH TRUSTEES[Trustees of Washington Avenue Methodist Episcopal Church] 713,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 8,547 8,547 8,547 8,547 8,547 WILLIAMS TEMPLE CHURCH 62,400 - - - - - WILLIAMS TEMPLE CHURCH OF GOD IN CHRIST 1,248,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 14,953 14,953 14,953 14,953 14,953 WILLISTON-IMMANUEL UNITED CHURCH 5,901,500 - - - - - WILLISTON-IMMANUEL UNITED CHURCH 188,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 2,257 2,257 2,257 2,257 2,257 WOODFORDS CONGREGATIONAL CHURCH OF THE UNITED CHURCH OF CHRIST 6,067,400 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 72,687 72,687 72,687 72,687 72,687 CASCO BAY ISLAND TRANSIT DISTRICT 39,600 - - - - - Page 36 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 474 474 474 474 474 CLIFF ISLAND FIRE DEPT 10,200 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 122 122 122 122 122 INHABITANTS OF THE COUNTY OF CUMBERLAND 18,659,800 CUMBERLAND COUNTY INHABITANTS OF 351,400 CUMBERLAND COUNTY MAINE 41,927,300 CUMBERLAND COUNTY MAINE 3,015,700 CUMBERLAND COUNTY OF 21,736,600 CUMBERLAND COUNTY OF 13,230,000 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 1,185,071 1,185,071 1,185,071 1,185,071 1,185,071 ECO MAINE 73,466,900 30,413 60,827 91,240 121,653 152,067 ECOMAINE [note name: ECO Maine] 231,900 111 222 333 445 556 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 30,524 61,049 91,573 122,098 152,622 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 882,912 882,912 882,912 882,912 882,912 GREATER PORTLAND TRANSIT DISTRICT 10,360,100 173 345 518 690 863 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 173 345 518 690 863 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 124,114 124,114 124,114 124,114 124,114 MAINE PORT AUTHORITY 2,436,000 MAINE PORT AUTHORITY 137,400 MAINE PORT AUTHORITY 1,776,700 MAINE PORT AUTHORITY 612,100 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 59,447 59,447 59,447 59,447 59,447 MAINE TURNPIKE AUTHORITY 8,400 MAINE TURNPIKE AUTHORITY 1,490,000 MAINE TURNPIKE AUTHORITY 17,100 MAINE TURNPIKE AUTHORITY 9,400 MAINE TURNPIKE AUTHORITY 589,600 MAINE TURNPIKE AUTHORITY 6,105,400 MAINE TURNPIKE AUTHORITY 572,100 MAINE TURNPIKE AUTHORITY 20,500 MAINE TURNPIKE AUTHORITY 89,700 MAINE TURNPIKE AUTHORITY 15,500 MAINE TURNPIKE AUTHORITY 17,200 MAINE TURNPIKE AUTHORITY 17,200 MAINE TURNPIKE AUTHORITY 977,700 MAINE TURNPIKE AUTHORITY 972,400 MAINE TURNPIKE AUTHORITY 392,000 MAINE TURNPIKE AUTHORITY 1,000 MAINE TURNPIKE AUTHORITY 600 Page 37 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 MAINE TURNPIKE AUTHORITY 200 MAINE TURNPIKE AUTHORITY 3,500 MAINE TURNPIKE AUTHORITY 300 MAINE TURNPIKE AUTHORITY 28,800 MAINE TURNPIKE AUTHORITY 1,300 MAINE TURNPIKE AUTHORITY 5,200 MAINE TURNPIKE AUTHORITY 40,800 MAINE TURNPIKE AUTHORITY 40,300 PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 136,766 136,766 136,766 136,766 136,766 PENINSULA HOUSING LLC 747,300 - - - - - PENINSULA HOUSING LLC 1,087,500 - - - - - PENINSULA HOUSING LLC [formerly 155 Anderson Street, LLC] 1,032,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 34,345 34,345 34,345 34,345 34,345 PORTLAND HOUSING AUTHORITY 369,300 177 354 531 708 885 PORTLAND HOUSING AUTHORITY 1,517,200 727 1,454 2,181 2,908 3,635 PORTLAND HOUSING AUTHORITY 2,343,700 1,123 2,246 3,369 4,492 5,616 PORTLAND HOUSING AUTHORITY 1,333,500 639 1,278 1,917 2,556 3,195 PORTLAND HOUSING AUTHORITY 962,700 461 923 1,384 1,845 2,307 PORTLAND HOUSING AUTHORITY 1,604,100 769 1,537 2,306 3,075 3,843 PORTLAND HOUSING AUTHORITY 3,329,500 1,595 3,191 4,786 6,382 7,977 PORTLAND HOUSING AUTHORITY 887,200 425 850 1,275 1,701 2,126 PORTLAND HOUSING AUTHORITY 9,154,500 4,387 8,774 13,161 17,547 21,934 PORTLAND HOUSING AUTHORITY 1,888,500 905 1,810 2,715 3,620 4,525 PORTLAND HOUSING AUTHORITY 3,759,700 1,802 3,603 5,405 7,207 9,008 PORTLAND HOUSING AUTHORITY 27,518,000 8,395 16,789 25,184 33,579 41,973 PORTLAND HOUSING AUTHORITY 2,116,800 1,014 2,029 3,043 4,057 5,072 PORTLAND HOUSING AUTHORITY 3,240,600 1,553 3,106 4,659 6,212 7,764 PORTLAND HOUSING AUTHORITY 4,128,500 1,978 3,957 5,935 7,914 9,892 PORTLAND HOUSING AUTHORITY 2,061,000 988 1,975 2,963 3,951 4,938 PORTLAND HOUSING AUTHORITY 3,944,800 1,890 3,781 5,671 7,561 9,452 PORTLAND HOUSING AUTHORITY 5,433,800 2,604 5,208 7,812 10,416 13,019 PORTLAND HOUSING AUTHORITY 1,927,300 924 1,847 2,771 3,694 4,618 PORTLAND HOUSING AUTHORITY 2,055,100 985 1,970 2,954 3,939 4,924 PORTLAND HOUSING AUTHORITY 1,537,500 737 1,474 2,210 2,947 3,684 PORTLAND HOUSING AUTHORITY 26,519,800 12,708 25,417 38,125 50,833 63,541 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 250,000 250,000 250,000 250,000 250,000 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 1,289,445 1,289,445 1,289,445 1,289,445 1,289,445 PORTLAND HOUSING DEVELOPMENT CORPORATION 1,100,500 - - - - - PORTLAND HOUSING DEVELOPMENT CORPORATION 1,536,000 - - - - - PORTLAND HOUSING DEVELOPMENT CORPORATION 525,900 - - - - - PORTLAND HOUSING DEVELOPMENT CORP 517,100 - - - - - PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 44,080 44,080 44,080 44,080 44,080 Page 38 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PORTLAND WATER DISTRICT 85,927,100 36,384 72,769 109,153 145,537 181,921 PORTLAND WATER DISTRICT 74,464,000 35,683 71,366 107,049 142,733 178,416 PORTLAND WATER DISTRICT 23,100 11 22 33 44 55 PORTLAND WATER DISTRICT 731,600 351 701 1,052 1,402 1,753 PORTLAND WATER DISTRICT 1,800 1 2 3 3 4 PORTLAND WATER DISTRICT 9,434,500 4,521 9,042 13,563 18,084 22,605 PORTLAND WATER DISTRICT 828,900 397 794 1,192 1,589 1,986 PORTLAND WATER DISTRICT 226,100 108 217 325 433 542 PORTLAND WATER DISTRICT 3,300 2 3 5 6 8 PORTLAND WATER DISTRICT 303,600 145 291 436 582 727 PORTLAND WATER DISTRICT 8,600 4 8 12 16 21 PORTLAND WATER DISTRICT 78,100 37 75 112 150 187 PORTLAND WATER DISTRICT 711,400 341 682 1,023 1,364 1,705 PORTLAND WATER DISTRICT 32,200 15 31 46 62 77 PORTLAND WATER DISTRICT 6,700 3 6 10 13 16 PORTLAND WATER DISTRICT 1,237,300 593 1,186 1,779 2,372 2,965 PORTLAND WATER DISTRICT 420,500 202 403 605 806 1,008 PORTLAND WATER DISTRICT 9,100 4 9 13 17 22 PORTLAND WATER DISTRICT 116,000 56 111 167 222 278 PORTLAND WATER DISTRICT 122,800 59 118 177 235 294 PORTLAND WATER DISTRICT 266,600 128 256 383 511 639 PORTLAND WATER DISTRICT 30,900 15 30 44 59 74 PORTLAND WATER DISTRICT 1,000 0 1 1 2 2 PORTLAND WATER DISTRICT 2,100 1 2 3 4 5 PORTLAND WATER DISTRICT 1,400 1 1 2 3 3 PORTLAND WATER DISTRICT 23,700 11 23 34 45 57 PORTLAND WATER DISTRICT 800 0 1 1 2 2 PORTLAND WATER DISTRICT 5,000 2 5 7 10 12 PORTLAND WATER DISTRICT 5,300 3 5 8 10 13 PORTLAND WATER DISTRICT 5,000 2 5 7 10 12 PORTLAND WATER DISTRICT 5,100 2 5 7 10 12 PORTLAND WATER DISTRICT 9,400 5 9 14 18 23 PORTLAND WATER DISTRICT 9,800 5 9 14 19 23 PORTLAND WATER DISTRICT 55,800 27 53 80 107 134 PORTLAND WATER DISTRICT 9,800 5 9 14 19 23 PORTLAND WATER DISTRICT 2,400 1 2 3 5 6 PORTLAND WATER DISTRICT 9,600 5 9 14 18 23 PORTLAND WATER DISTRICT 2,400 1 2 3 5 6 PORTLAND WATER DISTRICT 7,600 4 7 11 15 18 PORTLAND WATER DISTRICT 1,600 1 2 2 3 4 PORTLAND WATER DISTRICT 4,900 2 5 7 9 12 PORTLAND WATER DISTRICT 4,900 2 5 7 9 12 PORTLAND WATER DISTRICT 9,700 5 9 14 19 23 PORTLAND WATER DISTRICT 4,600 2 4 7 9 11 PORTLAND WATER DISTRICT 2,400 1 2 3 5 6 PORTLAND WATER DISTRICT 6,100 3 6 9 12 15 PORTLAND WATER DISTRICT 4,900 2 5 7 9 12 PORTLAND WATER DISTRICT 4,900 2 5 7 9 12 PORTLAND WATER DISTRICT 4,400 2 4 6 8 11 Page 39 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PORTLAND WATER DISTRICT 4,900 2 5 7 9 12 PORTLAND WATER DISTRICT 4,900 2 5 7 9 12 PORTLAND WATER DISTRICT 95,800 46 92 138 184 230 PORTLAND WATER DISTRICT 4,100 2 4 6 8 10 PORTLAND WATER DISTRICT 9,800 5 9 14 19 23 PORTLAND WATER DISTRICT 9,700 5 9 14 19 23 PORTLAND WATER DISTRICT 4,000 2 4 6 8 10 PORTLAND WATER DISTRICT 164,500 79 158 236 315 394 PORTLAND WATER DISTRICT 14,000 7 13 20 27 34 PORTLAND WATER DISTRICT 4,400 2 4 6 8 11 PORTLAND WATER DISTRICT 1,700 1 2 2 3 4 PORTLAND WATER DISTRICT 3,500 2 3 5 7 8 PORTLAND WATER DISTRICT 8,200 4 8 12 16 20 PORTLAND WATER DISTRICT 4,200 2 4 6 8 10 PORTLAND WATER DISTRICT 193,100 93 185 278 370 463 PORTLAND WATER DISTRICT 12,700 6 12 18 24 30 PORTLAND WATER DISTRICT 16,900 8 16 24 32 40 PORTLAND WATER DISTRICT 4,700 2 5 7 9 11 PORTLAND WATER DISTRICT 6,800 3 7 10 13 16 PORTLAND WATER DISTRICT 10,700 5 10 15 21 26 PORTLAND WATER DISTRICT 10,700 5 10 15 21 26 PORTLAND WATER DISTRICT 32,200 15 31 46 62 77 PORTLAND WATER DISTRICT 15,800 8 15 23 30 38 PORTLAND WATER DISTRICT 34,900 17 33 50 67 84 PORTLAND WATER DISTRICT 5,400 3 5 8 10 13 PORTLAND WATER DISTRICT 10,700 5 10 15 21 26 PORTLAND WATER DISTRICT 10,700 5 10 15 21 26 PORTLAND WATER DISTRICT 12,100 6 12 17 23 29 PORTLAND WATER DISTRICT 61,800 30 59 89 118 148 PORTLAND WATER DISTRICT 15,200 7 15 22 29 36 PORTLAND WATER DISTRICT 10,700 5 10 15 21 26 PORTLAND WATER DISTRICT 9,400 5 9 14 18 23 PORTLAND WATER DISTRICT 10,700 5 10 15 21 26 PORTLAND WATER DISTRICT 259,400 124 249 373 497 622 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 79,675 159,350 239,026 318,701 398,376 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 2,111,680 2,111,680 2,111,680 2,111,680 2,111,680 STATE OF MAINE 6,217,900 STATE OF MAINE 13,200 STATE OF MAINE 303,200 STATE OF MAINE 47,600 STATE OF MAINE 35,800 STATE OF MAINE 10,400,900 STATE OF MAINE 900,100 STATE OF MAINE 255,700 STATE OF MAINE 5,000 STATE OF MAINE 122,900 STATE OF MAINE 370,400 STATE OF MAINE 5,900 Page 40 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 STATE OF MAINE 23,200 STATE OF MAINE 15,286,600 STATE OF MAINE 1,851,300 STATE OF MAINE 33,400 STATE OF MAINE 48,300 STATE OF MAINE 7,200 STATE OF MAINE 686,300 STATE OF MAINE 4,252,800 STATE OF MAINE 206,900 STATE OF MAINE 761,900 STATE OF MAINE 244,900 STATE OF MAINE 605,200 STATE OF MAINE 7,000 STATE OF MAINE 7,000 STATE OF MAINE 7,300 STATE OF MAINE 8,700 STATE OF MAINE 10,000 STATE OF MAINE 374,700 STATE OF MAINE 24,500 STATE OF MAINE 8,400 STATE OF MAINE 15,900 STATE OF MAINE 7,300 STATE OF MAINE 85,800 STATE OF MAINE 13,800 STATE OF MAINE 32,500 STATE OF MAINE 92,600 STATE OF MAINE 59,900 STATE OF MAINE 32,000 STATE OF MAINE 131,600 STATE OF MAINE 119,000 STATE OF MAINE 23,800 STATE OF MAINE 81,900 STATE OF MAINE 134,700 STATE OF MAINE 800 STATE OF MAINE 7,400 STATE OF MAINE 5,300 STATE OF MAINE 1,000 STATE OF MAINE 9,000 STATE OF MAINE 3,500 STATE OF MAINE 1,600 STATE OF MAINE 2,900 STATE OF MAINE 171,700 STATE OF MAINE 346,200 STATE OF MAINE 44,800 STATE OF MAINE 107,000 STATE OF MAINE 1,101,700 STATE STREET HOUSING PRESERVATION CORPORATION 30,160,700 9,661 19,322 28,983 38,644 48,305 MIN PROPOSED PILOT REQUEST (TOTAL, ASSUMES 50% COMMUNITY BENEFIT CREDIT) 9,661 19,322 28,983 38,644 48,305 Page 41 11.98 0 0 0 0 1 Exempt Parcel Owner Exempt Value 4/1/25 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 361,325 361,325 361,325 361,325 361,325 UNITED STATES 11,400,900 UNITED STATES 4,747,200 UNITED STATES 45,450,600 UNITED STATES 273,900 UNITED STATES DEPARTMENT OF TRANSPORTATION 3,079,700 UNITED STATES OF AMERICA- ADMINISTRATOR OF GENERAL SERV. 284,200 MINIMUM PROPOSED PILOT REQUEST (TOTAL FOR ENTITY) - - - - - PROPERTY TAXES DUE IF ORGANIZATION WAS NON-EXEMPT 781,533 781,533 781,533 781,533 781,533 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 GRAND TOTAL EXEMPT VALUE AND PILOT REQUESTS BY YEAR $ 3,588,825,730.00 $ 727,780 $ 1,455,561 $ 2,183,341 $ 2,911,122 $ 3,638,902 Page 42 Fiscal Year 2024 Educational PILOT Contributions Community Community PILOT Requested Community Benefits Cash Remaining % PILOT Institution Benefit Credit Benefits Credit Value Basis PILOT Report Received? Contribution PILOT Request Request Met Received Utilized Berklee College of Music* $ 173,943,523 $ 1,502,780 Yes $ 751,390 100% $ 375,695 $ 206,870 86% Boston Architectural College $ 19,056,500 $ 38,354 Yes $ 19,177 100% $ 19,177 $ - 100% Boston College * $ 536,095,300 $ 4,926,855 No $ - 0% $ 441,042 $ 3,807,826 23% Boston College High School $ 27,176,500 $ 115,126 Yes $ 57,563 100% $ - $ 57,563 50% Boston University * $ 2,623,525,324 $ 24,207,193 Yes $ 12,103,596 100% $ 6,300,000 $ 5,469,102 77% Emerson College $ 266,674,500 $ 2,368,778 Yes $ 1,184,389 100% $ 141,591 $ 1,042,798 56% Emmanuel College $ 194,556,700 $ 1,697,674 Yes $ 848,837 100% $ 170,000 $ 678,837 60% Fisher College $ 42,819,500 $ 263,028 Yes $ 131,514 100% $ - $ 131,514 50% Harvard University * $ 1,524,362,253 $ 14,250,973 Yes $ 7,125,487 100% $ 4,063,489 $ 3,035,808 79% Massachusetts College of Pharmacy $ 109,297,000 $ 891,560 Yes $ 445,780 100% $ 445,780 $ 0 100% New England College of Optometry $ 25,065,500 $ 95,168 Yes $ 47,584 100% $ 47,584 $ - 100% New England Conservatory $ 29,747,000 $ 139,430 Yes $ 69,715 100% $ - $ 69,715 50% Northeastern University * $ 1,442,078,481 $ 13,457,148 Yes $ 6,728,574 100% $ 1,900,000 $ 4,487,780 67% Roxbury Latin School $ 52,896,200 $ 358,301 No $ - 0% $ - $ 358,301 0% Showa Institute $ 36,073,778 $ 199,248 Yes $ 99,624 100% $ 99,624 $ 0 100% Simmons College $ 139,730,000 $ 1,179,298 Yes $ 589,649 100% $ - $ 589,649 50% Suffolk University $ 217,346,500 $ 1,878,871 Yes $ 939,435 100% $ 556,069 $ 383,367 80% Tufts University $ 151,374,962 $ 1,278,753 Yes $ 639,376 100% $ 450,000 $ 189,377 85% Wentworth Institute of Technology $ 213,771,069 $ 1,869,969 Yes $ 934,984 100% $ - $ 934,985 50% Winsor School $ 41,283,900 $ 248,509 Yes $ 124,255 100% $ - $ 124,254 50% Total $ 7,866,874,490 $ 70,967,017 $ 32,840,929 $ 15,010,050 $ 21,567,746 70% *These institutions receive a credit for property taxes paid on property that would qualify for exemption As of April 29, 2025 1 Page 43 Fiscal Year 2024 Medical PILOT Contributions Community Community PILOT Requested Community Benefits Cash Remaining % PILOT Institution Benefit Credit Benefits Credit Value Basis PILOT Report Received? Contribution PILOT Request Request Met Received Utilized Beth Israel Deaconess Medical Center $ 816,793,701 $ 7,576,034 Yes $ 3,788,017 100% $ 3,788,017 $ 0 100% Boston Children's Hospital * $ 1,085,254,663 $ 9,534,430 Yes $ 7,150,822 100% $ 2,007,287 $ 0 100% Boston Medical Center * $ 153,802,100 $ 1,208,248 Yes $ 906,186 100% $ - $ 298,234 75% Brigham and Women's Hospital $ 820,202,335 $ 7,608,468 Yes $ 3,804,234 100% $ 3,024,526 $ 779,708 90% Dana Farber Cancer Institute $ 373,291,603 $ 3,303,088 Yes $ 1,651,544 100% $ 1,651,544 $ - 100% Faulkner Brigham and Women's $ 162,003,500 $ 1,389,890 Yes $ 694,945 100% $ 570,074 $ 124,871 91% Franciscan Children’s Hospital $ 50,402,000 $ 334,719 Yes $ 167,360 100% $ - $ 167,359 50% Hebrew Rehabilitation Center $ 41,744,000 $ 252,859 Yes $ 126,430 100% $ 33,938 $ 92,491 63% Joslin Diabetes Center $ 86,293,700 $ 674,068 No $ - 0% $ - $ 674,068 0% Massachusetts Eye & Ear Infirmary $ 116,908,100 $ 963,521 Yes $ 481,761 100% $ 436,452 $ 45,308 95% Massachusetts General Hospital $ 1,786,998,579 $ 16,753,853 Yes $ 8,376,926 100% $ 6,875,006 $ 1,501,921 91% New England Baptist Hospital $ 132,181,873 $ 1,107,932 Yes $ 553,966 100% $ 370,872 $ 183,094 83% Shriners Hospitals for Children Boston $ 106,097,400 $ 861,308 No 0% $ - $ 861,308 0% Spaulding Rehabilitation Hospital $ 153,933,900 $ 1,313,593 Yes $ 656,797 100% $ 539,064 $ 117,732 91% Tufts Medical Center $ 456,821,900 $ 4,148,249 Yes $ 2,074,124 100% $ 150,000 $ 1,924,125 54% Total $ 6,342,729,354 $ 57,030,260 $ 30,433,112 $ 19,446,780 $ 6,770,220 88% *These institutions receive a credit for property taxes paid on property that would qualify for exemption As of April 29, 2025 2 Page 44 Fiscal Year 2024 Cultural PILOT Contributions Community Community PILOT Requested Community Benefits Cash Remaining % PILOT Institution* Benefit Credit Benefits Credit Value Basis PILOT Report Received? Contribution PILOT Request Request Met Received Utilized Boston Symphony Orchestra $ 28,072,562 $ 123,599 Yes $ 61,799 100% $ 61,800 $ 0 100% GBH (WGBH) $ 49,902,500 $ 329,996 Yes $ 164,998 100% $ 164,998 $ 0 100% Longwood Collective $ 50,947,000 $ 339,872 Yes $ 169,936 100% $ 169,936 $ 0 100% Total $ 128,922,062 $ 793,467 $ 396,733 $ 396,734 $ 0 100% * In FY24, the City of Boston entered into an alternative system with the Boston Children's Museum, Institute of Contemporary Art, Isabella Stewart Gardner Museum, Museum of Fine Arts, Museum of Science, and the New England Aquarium to report on their institution's ongoing and expanded community benefits and other mission-related programs for Boston residents. These institutional community benefits reports are posted on the PILOT website. As of April 29, 2025 3 Page 45 Fiscal Year 2024 PILOT Contributions Requested Community Benefit Cash % PILOT Category PILOT Credit Contribution Request Met Educational $ 70,967,017 $ 32,840,929 $ 15,010,050 67% Medical $ 57,030,260 $ 30,433,112 $ 19,446,780 91% Cultural $ 793,467 $ 396,733 $ 396,734 100% Total $ 128,790,744 $ 63,670,774 $ 34,853,564 76% As of April 29, 2025 4 Page 46 Portland Payment-in-Lieu of Tax (PILOT) Policy Calculation of PILOT Request Amounts City of Portland, Maine Page 47 PILOT Policy - Calculation of Request Amount Step 1: Begin with total assessed value of exempt property owned by an organization EXAMPLE CALC: Let’s assume a tax exempt entity owns 3 different parcels - Parcel 1 - Value of $5,000,000 - Parcel 2 - Value of $3,000,000 - Parcel 3 - Value of $12,000,000 TOTAL ASSESSED VALUE of $20,000,000 Page 48 PILOT Policy - Calculation of Request Amount Step 2: Subtract the $10M of PILOT exemption EXAMPLE CALC: We used an entity with multiple parcels to illustrate that the exemption is PER ENTITY, not per parcel - Parcel 1 - Value of $5,000,000 - Parcel 2 - Value of $3,000,000 - Parcel 3 - Value of $12,000,000 TOTAL ASSESSED VALUE of $20,000,000 LESS: $10,000,000 PILOT EXEMPTION PILOT POLICY BASE VALUE OF $10,000,000 Page 49 PILOT Policy - Calculation of Request Amount Step 3: Divide by $1000 (the mil rate is applied per $1000 of assessed value) Step 4: Multiply by the current City of Portland mill rate Step 5: Multiply by 40% (core services percentage) FROM STEP 2: PILOT POLICY BASE EXAMPLE VALUE OF $10,000,000 STEP 3: DIVIDE BY $1000 ($10,000,000 / 1000 = $10,000) STEP 4: CURRENT MILL RATE OF $11.98 * 10,000 = $119,800 STEP 5: MULTIPLY BY 40% ($119,800 * 40%) = $47,920 Page 50 PILOT Policy - Calculation of Request Amount FURTHER REDUCTIONS: FIVE YEAR PHASE-IN For any exempt organizations impacted by this policy, who currently exist in the City and are remaining in their existing locations, a five-year phase in is permitted. The amounts due in the first five tax years of the new program are listed below and should be calculated based on Step 1 through Step 5. FY27 - 10% of normal PILOT, FY28 - 20% of normal PILOT, FY29 - 30% of normal PILOT, FY30 - 40% of normal PILOT, FY31 and beyond - 50% of normal PILOT (assumes full ongoing community benefit credit of 50%) - FY27 - $47,920 * 10% or $4,792 - FY28 - $47,920 * 20% or $9.584 - FY29 - $47,920 * 30% or $14,376 - FY30 - $47,920 * 40% or $19,168 - FY31 - $47,920 * 50% or $23,960 Page 51 PILOT Policy - Calculation of Request Amount HOW DO THESE AMOUNTS COMPARE TO FULL AMOUNT OF PROPERTY TAXES DUE IF THESE PARCELS WERE NON-EXEMPT? Page 52 FY27 Budget Impact / Capacity Example Page 53 FY27: Future Potential Property Tax Rate Increases and Impact / Capacity Examples The current City mill rate is $11.98. This rises by $0.01 for each $202,970 of increase to the tax levy. Changes to the tax levy result from increased expenditures, loss of revenues, or a combination of both. Page 54 FY27: Future Potential Property Tax Rate Increases and Impact / Capacity Examples Example: City Council provides guidance to raise property taxes at just under 2x the rate of inflation over the last 12 months (estimated at 5% for purposes of this example). A 5% tax levy increase = an overall tax levy increase of $12.2M. Example assumes increase is split among all components of tax rate. City would have 27 cents of capacity (or $5.3M of addition to their portion of the tax levy). Schools would have 31 cents of capacity (or $6.4M of addition to their portion of the tax levy). County would have 2 cents. Page 55 ​DRAFT​​CITY OF PORTLAND, MAINE​ ​PAYMENT IN LIEU OF TAXES POLICY (PILOT)​ Page 56 ​Revised: September 1, 2025​ ​Effective: July 1, 2026​ ​Table of Contents​ ​1. PURPOSE​ ​1​ ​2. THE NEED FOR A FORMAL PILOT POLICY​ ​1​ ​3. FIVE BASIC PRINCIPLES OF THE PILOT POLICY​ ​3​ ​4. IS THE PILOT POLICY APPLICABLE TO MY ORGANIZATION?​ ​5​ ​5. CALCULATION OF PILOT PAYMENT DUE​ ​6​ ​6. SERVICES IN LIEU OF TAXES (SILOT) CREDIT​ ​7​ ​DR ​7. ANNUAL BILLING AND​​THREE​FIVE​-YEAR PHASE IN (FY27-FY​29​31​)​ ​8. GUIDANCE FOR CITY STAFF – ENCOURAGING PARTICIPATION IN THE PILOT PROGRAM AND ANNUAL​ ​REPORTING ON PILOT​ ​APPENDIX A - EXAMPLES OF PILOT PAYMENTS DUE BY EXEMPT PROPERTY VALUE…………………….………​11​¶​ AF ​8​ ​9​ T​ Page 57 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​1. PURPOSE​ ​In order to maintain the high standard of municipal services that Portland has historically​ ​provided, the City Council has established a policy for PILOT (Payment-In-Lieu-of-Tax)​ ​contributions from tax-exempt property owners (referred to hereafter as “exempt property”​ ​owners). The purpose of this PILOT policy document is to summarize the uniform policy to be​ ​applied to the exempt properties within the City. The policy is intended to provide clarity to​ ​exempt organizations who wish to locate in Portland. The policy includes monetary payments​ ​and consideration of other services provided by exempt organizations. The policy also provides​ ​guidance for City staff when approached with questions about PILOT policy requirements.​ ​DR ​2. THE NEED FOR A FORMAL PILOT POLICY​ AF ​According to the City Tax Assessor, the amount of tax-exempt property within the City of​ ​Portland has risen to approximately $3.93 billion dollars as of June 30, 2025. If this nearly $4B​ T​ ​of property were taxable, it is estimated that the City’s property tax rate would be almost 20%​ ​lower due to spreading the property tax burden across a larger base. The rise in exempt​ ​valuation has put increasing pressure on the remaining property owners in Portland (referred to​ ​hereafter as “non-exempt property” owners) to fully fund the broad spectrum of critical​ ​services offered to all residents and visitors to Portland.​ ​The City recognizes that non-profit organizations contribute directly to the quality of life within​ ​the community and welcomes these organizations. Portland has historically been recognized as​ ​a leader in Maine in the area of higher education, arts and culture, social services, public health,​ ​equity and religious freedom. The City’s location, status as the economic engine of Northern​ ​New England, located just under 2 hours north of Boston, with easy access via major highway,​ ​bus, rail, and jetport, makes it attractive for non-profit institutions. This demand for land and​ ​Revised: January 1, 2026​ ​Page​​1​ Page 58 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​buildings to operate non-profit organizations has absorbed significant amounts of taxable​ ​property within the City in recent years. The loss of taxable property value impacts affordability​ ​for residents, local businesses and the overall Greater Portland community. In order to maintain​ ​the financial health of the community as a whole and to continue to provide a range of quality​ ​services, the City must set an objective to maintain its existing tax base composition and expand​ ​it where reasonably possible. Strong PILOT policies have been used in municipalities nationwide​ ​to achieve this objective. Several key reasons noted for adoption of strong PILOT policies are​ ​listed below.​ ​●​ ​With an increasing amount of exempt property within a City, nonprofits should share in​ ​DRAF ​the cost of basic services which benefit them. Police, fire protection, and road​ ​maintenance are the costs most frequently allocated to exempt property owners in​ ​other municipalities.​ ​●​ ​A strong PILOT policy has the potential to help ease the tax burden on non-exempt​ ​property owners, and create a more equitable distribution of the tax levy across those​ ​who consume core City services.​ T​ ​●​ ​PILOT policies help address inequities created by tax exemptions (i.e., the greatest tax​ ​savings goes to organizations who have the most valuable property holdings).​ ​●​ ​PILOT policies can reduce inefficient location decisions made by nonprofits (i.e.,​ ​tax-exempt status creates an incentive for nonprofits to locate in cities where the tax​ ​savings are highest and the public services provided by the jurisdiction are broadest).​ ​Revised: January 1, 2026​ ​Page​​2​ Page 59 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​3. FIVE BASIC PRINCIPLES OF THE PILOT POLICY​ ​I.​ ​Participation in the PILOT Program is voluntary​ ​Consideration was given to seeking an ordinance change to require PILOT payments and​ ​ensure more uniform participation. However, any attempt to impose a legal or statutory​ ​requirement would face significant opposition and runs counter to the spirit of​ ​partnership between the City and its local institutions that a successful PILOT program​ ​would provide.​ ​DR ​II.​ AF ​PILOT should be applied equally to all current and future non-profit groups in Portland​ ​All non-profit institutions should participate in the PILOT program. While significant​ ​focus has been placed on the City’s medical and educational institutions and their​ ​growing footprint, the City’s museums, cultural facilities, and other significant​ ​non-profits share a similar interest in the financial health of and core services provided​ T​ ​by the City.​ ​While broad participation is essential to the program’s success, the City has determined​ ​that an exception should be made for small and medium sized nonprofits which may lack​ ​the resources to fully engage in the PILOT process. In response to significant feedback​ ​from the community regarding impact of a program on small non-profits, an exemption​ ​of​​$10 million​​in assessed property value has been​​added into the PILOT policy. An​ ​exemption of this amount will be applied to all organizations under this policy, one per​ ​parcel owner, eliminating the PILOT completely for the smaller institutions which own​ ​less than ten million in property value, while mitigating the financial impact of PILOT​ ​payments on medium sized institutions owning property valued at just beyond this​ ​Revised: January 1, 2026​ ​Page​​3​ Page 60 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​threshold.​ ​III.​ ​PILOT contributions should offset cost of basic City services:​ ​PILOT policies nationwide set contribution levels at an amount designed to cover the​ ​portion of the tax levy related to basic and core City services. For purposes of this​ ​PILOT, those services have been designated as public safety services (police and fire) and​ ​basic infrastructure services including public spaces maintenance and snow removal. To​ ​enhance predictability for organizations impacted by the policy, and to prevent​ ​significant year over year fluctuations in base amount, the PILOT contribution level (i.e.​ ​DRAF ​IV.​ ​the estimated portion of the tax levy related to basic and core City services) has been set​ ​at 40% of the regular property taxes due. However, in addition to the exemption from II​ ​above, there are additional potential PILOT credits and a phase-in period as outlined in​ ​IV and V below.​ ​PILOT policy includes a SILOT (Services In Lieu of Taxes) deduction​​up to 50%​ T​ ​Community benefits are an important aspect of an institution’s contribution to the City.​ ​Institutions may receive up to a 50% PILOT deduction for qualifying community​ ​programs and services that uniquely benefit Portland residents. This opportunity for​ ​credit is in recognition of the community partners and exempt organizations who help​ ​reduce the burden on certain types of City services. In the case of exceptional​ ​opportunities for partnership,​​including for organizations​​who provide significant​ ​housing to address the housing affordability crisis in Portland,​​the 50% cap may be​ ​exceeded.​ ​Institutions may also receive a credit​​on their PILOT in the amount of real​ ​estate taxes paid on properties that would ordinarily qualify for a tax exemption based​ ​on use, as well as a credit for costs paid which would otherwise be paid. Section 6 of​ ​Revised: January 1, 2026​ ​Page​​4​ Page 61 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​this document contains more detail on criteria for the SILOT deduction.​ ​V.​ ​The new PILOT formula should be phased in over a​​3​5​-year​​period starting in FY 2027​ ​While the payments currently made by some institutions approach the levels indicated​ ​by the program levels recommended above, most institutions fall below the​ ​recommended amounts. Institutions will require time to make the necessary​ ​adjustments in their budget and financial plans to accommodate increased PILOT​ ​amounts. To ensure a smooth transition, staff recommends that the new formula be​ ​phased in over a time period of not less than​​three​5​​years (see Calculation of Payment​ ​DR ​VI.​ AF ​Due section for more details).​ ​The new PILOT formula should factor in other voluntary payments or required service​ ​fee payments to the City​ ​Many nonprofits make fully voluntary, non-required contributions to the City on an​ T​ ​annual or recurring basis. These payments should be deducted from the PILOT amounts​ ​that would normally be due. Similarly, any required or contracted payments under MRS​ ​Title 36 M.R.S. § 508 “Service Fees” should also be deducted from the PILOT amounts​ ​that would normally be due.​ ​4. IS THE PILOT POLICY APPLICABLE TO MY ORGANIZATION?​ ​All tax-exempt organizations are encouraged to participate in the PILOT policy. As noted​ ​previously an exemption amount of $10M will be applied to all organizations under this policy,​ ​eliminating the PILOT completely for the smaller and medium sized institutions, while mitigating​ ​the financial impact of PILOT payments on institutions just beyond this threshold. These​ ​exempt organizations will be noted in the PILOT Policy Annual Results published each fiscal year.​ ​Revised: January 1, 2026​ ​Page​​5​ Page 62 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​5. CALCULATION OF PILOT PAYMENT DUE​ ​PILOT contributions are based on the value of real estate owned by an institution. The​ ​calculation of recommended PILOT payment due can be determined as follows:​ ​Step 1: Begin with total assessed value of exempt property owned by an organization​ ​Step 2: Subtract the $10M of PILOT exemption*​ ​Step 3: Divide by $1000 (the mil rate is applied per $1000 of assessed value)​ ​Step 4: Multiply by the current City of Portland fiscal year mill rate​ ​Step 5: Multiply by 40%​ ​DR ​Community Benefit Credit: Subtract any agreed upon SILOT credit (see Section 6 for more​ ​details on SILOT)​​up to a further 50% reduction in​​the amount due​.​ AF ​*Note - $10M exemption is applied per parcel owner, not per parcel.​ T​ ​The calculation begins with 100% of an exempt property owner’s assessed value related to their​ ​exempt property only (i.e., non-exempt property is already included in the regular property tax​ ​billing and should be excluded from the PILOT calculation). The $10M of PILOT exemption​ ​should be subtracted from this total, and the remaining total should be divided by $1000 and​ ​multiplied by the current City of Portland fiscal year mill rate. The result should be multiplied by​ ​40% to determine the PILOT amount due. The 40% represents the cost of the City’s “core”​ ​services which are public safety (Police, Dispatch and Fire Departments) and basic public spaces​ ​maintenance / winter operations. After any phase in period, the PILOT payment due could be​ ​further reduced by any available SILOT (Services-in-lieu-of-taxes) credit which has been applied​ ​to the exempt organization by the City. SILOT credits are not guaranteed to every organization​ ​and are calculated on a case by case basis by the City. The SILOT credit may not exceed 50% of​ ​Revised: January 1, 2026​ ​Page​​6​ Page 63 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​the total amount of the PILOT due. See the SERVICES IN LIEU OF TAXES (SILOT) CREDIT section​ ​for complete details on SILOT criteria and calculation.​ ​6. SERVICES IN LIEU OF TAXES (SILOT) CREDIT​ ​In consideration of the community benefits of the exempt organization within the City, the​ ​PILOT policy includes a deduction for services provided. A list of items which could qualify for​ ​SILOT credit are listed below. In general, only activities which are outside an exempt​ ​organization’s core mission would be considered for SILOT credit. However, exceptions will be​ ​considered when a direct benefit to City of Portland residents can be reliably measured. An​ ​exempt entity will have an opportunity on an annual basis to outline their SILOT contributions​ ​DR ​via a standard form distributed with the estimated PILOT bill.​ ​Participation in City Initiatives​ AF ​●​ ​Targeted scholarships for Portland residents​ ​●​ ​Summer Job Creation / Youth Employment​ ​●​ ​Set Up Health Disparities Initiative​ T​ ​Policy Based Collaborations​ ​●​ ​Public/Community Health Initiatives​ ​●​ ​Partnerships with Local Schools​ ​●​ ​Job Training Initiatives​ ​●​ ​Direct support on City Council Goals / participation on Task Forces​ ​Other Direct Contributions​ ​●​ ​Real Estate Taxes on Property Used for Institutional Purposes​ ​●​ ​Donations to City capital projects or initiatives​ ​●​ ​Donations in kind (e.g., real estate, personal property)​ ​●​ ​Provision of services otherwise provided by the City (e.g., snow removal on public right​ ​of way, maintenance of a public facility, security services provided in public areas)​ ​●​ ​Significant contributions to City’s housing stock​↵​ ​Revised: January 1, 2026​ ​Page​​7​ Page 64 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Good Neighbor Activities​ ​●​ ​Volunteer Efforts of Students/Employees​ ​●​ ​Sponsorships of local organizations​ ​A non-comprehensive listing of items which would NOT qualify for SILOT credit is below:​ ​●​ ​Real Estate Taxes on Property used for Non-institutional Purposes​ ​●​ ​Linkage Payments​ ​●​ ​Permit Inspection Fees​ ​●​ ​Student Spending​ ​●​ ​Salaries Paid to Employees​ ​●​ ​Construction Costs​ ​●​ ​Purchase of Goods, Services​ ​DRAF ​●​ ​Grants Received / Outside Money​ ​●​ ​Operating Support for Community Health Clinics​ ​●​ ​Unreimbursed Medicare or Medicaid​ ​If an exempt property owner is considering a formal PILOT payment to the City and would like​ ​SILOT credit, the Finance Department should be contacted to begin the process.​ T​ ​7. ANNUAL BILLING AND​​THREE​FIVE​-YEAR PHASE IN (FY27-FY​29​31​)​ ​Annual Billing​ ​The annual billing for the PILOT will be performed by City staff. PILOT bills will be sent on a​ ​semiannual basis on a schedule similar to regular property tax billing – typically PILOT bills will​ ​be sent in July of each fiscal year. A SILOT credit application will also be enclosed with the PILOT​ ​bill and each exempt organization will have 30 days to complete and return form. The City will​ ​review the forms and notify each organization of SILOT credits received – including a revised​ ​PILOT bill for the current fiscal year. PILOT payments will be due on the regular property tax​ ​payment dates – typically the second Friday in October and March of each year.​ ​Revised: January 1, 2026​ ​Page​​8​ Page 65 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Three​Five​​Year Phase In – New PILOT Agreements​ ​For any exempt organizations impacted by this policy, who currently exist in the City and are​ ​remaining in their existing locations, a​​three​five​-year​​phase in is permitted. The amounts due in​ ​the first​​three​five​​tax years of the new program are​​listed below and should be calculated based​ ​on Step 1 through Step 5 in the Calculation of Amount Due section above. In future fiscal years,​ ​the payment calculation could remain at​=​​50% of​​the​​normal PILOT amount due assuming that a​ ​full community benefit credit is received.​ ​FY27 – 10% of the normal PILOT amount​ ​DR ​FY28 –​​3​2​0% of the normal PILOT amount​ ​FY29 –​​5​3​0% of the normal PILOT amount​ ​FY30 – 40% of the normal PILOT amount​↵​ ​FY31 – 50% of the normal PILOT amount​ AF ​FY3​0​2​​and thereafter - Full PILOT requested, less​​$10M exemption and any community benefit​ ​credit received.​ T​ ​8. GUIDANCE FOR CITY STAFF – ENCOURAGING PARTICIPATION IN THE PILOT PROGRAM AND​ ​ANNUAL REPORTING ON PILOT PAYMENTS​ ​Several common transactions should be used as opportunities for City staff to inform exempt​ ​organizations about the PILOT policy and in some cases encourage participation.​ ​Property Sale – Where conversion​ ​to exempt property​ ​Strongly encourage signing of a new PILOT payment​ ​agreement, present policy along with standard​ ​agreement.​ ​Building Permit – Where conversion​ ​Strongly encourage signing of a new PILOT payment​ ​to exempt property​ ​agreement, present policy along with standard​ ​agreement.​ ​Revised: January 1, 2026​ ​Page​​9​ Page 66 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Zoning Amendment Request​ ​Strongly encourage signing of a new PILOT payment​ ​agreement, present policy along with standard​ ​agreement.​ ​Site Plan Review​ ​Inform of PILOT policy – present copy of document​ ​Passage of Formal Pilot Policy /​ ​Notify all potentially impacted exempt organizations​ ​Amendments to PILOT Policy​ ​Finally, the Finance Department along with the Assessors Department will publish a​​PILOT​ ​Annual Report​​by December 31 of each calendar year,​​noting the amount of regular property​ ​DR ​tax which would be due of the entity was non-exempt, the amount of PILOT requested in the​ ​current year via letter for each parcel, amount paid, and amount remaining unpaid. The report​ ​will also detail community benefits provided by each entity in future years after the phase-in​ ​period.​ AFT​ ​¶​ ​Revised: January 1, 2026​ ​Page​​10​ Page 67 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​Appendix A - Examples of PILOT Payments Due by Exempt Property Value​¶​ ​As a reminder, the PILOT amount due can be calculated as follows:​↵​ ​1) Begin with the total exempt assessed value of an organization​¶​ ​2) Subtract the amount of PILOT exemption from the assessed value​↵​ ​3) Divide by $1,000 (the mill rate is applied per $1,000 of assessed value)​↵​ ​4) Multiply by the current City of Portland fiscal year mill rate (FY26 rate is $11.98)​↵​ ​5) Multiply by the amount of the estimated portion of the regular tax rate dedicated to basic services - 40%​¶​ ​6) Prorate the amount due based on the proposed phase in - 10% in Year 1, 20% in Year 2, 30% in Year 3, 40% in​ ​Year 4, 50% in Year 5 (and beyond, assuming community benefit criteria is met after Year 5).​​¶​ ​DRAFT​ ​Revised: January 1, 2026​ ​Page​​11​ Page 68 ​City of Portland​ ​Payment in Lieu of Taxes Policy (PILOT)​ ​↵​ ​DRAFT​ ​Revised: January 1, 2026​ ​Page​​12​ Page 69 1/29/26, 3:15 PM City of Portland Mail - PILOT Opposition Tiffany Mullen <tgm@portlandmaine.gov> PILOT Opposition 1 message 'Batson, Brian E' via Finance <Finance@portlandmaine.gov> Thu, Jan 29, 2026 at 3:07 PM Reply-To: "Batson, Brian E" <Brian.Batson@mainehealth.org> To: Sarah Michniewicz <smichniewicz@portlandmaine.gov>, Wesley Pelletier <wpelletier@portlandmaine.gov>, Regina Phillips <rphillips@portlandmaine.gov>, "Bullett, Anna" <anna.bullett@opportunityalliance.org>, Kate Sykes <ksykes@portlandmaine.gov>, April Fournier <afournier@portlandmaine.gov>, Ben Grant <bgrant@portlandmaine.gov>, Pious Ali <pali@portlandmaine.gov>, Mark Dion <mdion@portlandmaine.gov>, "finance@portlandmaine.gov" <finance@portlandmaine.gov> Please provide for the record for 1/29/26 Finance Committee meeting. MaineHealth PILOT testimony 1-29-26.docx 41K https://mail.google.com/mail/u/0/?ik=ae68a37540&view=pt&search=all&permthid=thread-f:1855683014446115390&simpl=msg-f:1855683014446115390 1/1 Page 70 Good evening, Chair and members of the Commi ee. My name is Brian Batson, and I am here on behalf of MaineHealth—an integrated, nonprofit healthcare system serving Portland through MH Maine Medical Center, Maine Behavioral Healthcare, the MaineHealth Medical Group, and MaineHealth Care at Home. At a me when many Portland residents are experiencing uncertainty, fear, and instability, nonprofit organiza ons provide the services that maintain a func oning community. They provide health care, food, shelter, educa on, and stability for our vulnerable residents. MaineHealth is proud to support our local communi es by providing high quality healthcare for our residents and excellent jobs for our care team members. and we take that responsibility seriously. That is why I want to be clear at the outset: nonprofits are not the cause of the City’s fiscal challenges, and a PILOT program will not provide a meaningful solu on to them. What it will do is divert scarce charitable resources away from direct services and weaken the very organiza ons Portland relies on most during difficult mes. MaineHealth provide care to all pa ents, regardless of ability to pay to train the healthcare workforce that will support our region’s needs in the future, and to reinvest scarce resources into our vision of “working together so our communi es are the healthiest in America”. We are opera ng under extraordinary financial pressures, as labor costs, increased supply costs, and chronic underpayment by Medicare and Medicaid create a new fiscal reality. There is no excess capacity here. Any new financial obliga on means fewer services, fewer staff, or delayed investments in care. Even when labeled “voluntary,” a PILOT is not voluntary in prac ce. It creates real pressure on nonprofits to redirect funds away from pa ent care and community benefit—and that pressure has immediate and tangible consequences. The financial reality is straigh orward. Even using Boston-level par cipa on, where a PILOT program has existed for 14 years (76% par cipa on), the impact on the average Portland homeowner would be about $80 per year in 2031 - it’s 5th year of implementa on. That is the tradeoff being proposed—miniscule household savings at the cost of cu ng healthcare services, food access, workforce training, and safety-net programs for Portland’s most vulnerable residents. The revenue generated does not represent a structural solu on to long-term budget challenges. For nonprofits, however, those same dollars represent staff posi ons, access to care, and programs that residents depend on every single day. At MaineHealth: Page 71  We provide free care up to 200% of the federal poverty level  In 2024 Maine Medical Center Portland contributed $797,015,556 in overall community benefits, as well as $23,038,980 in free care to pa ents.  Our food pantry distributes hundreds of thousands of pounds of culturally appropriate food  We have trained over 2,000 healthcare workers through tui on-free programs  We employ 3,100 Portland residents  And we already pay property taxes where required If resources are pulled away from nonprofits, the need does not disappear. It shi s—to emergency rooms, to public safety, and ul mately back to the City. Nonprofits are not a revenue stream. We are partners. We are infrastructure. We are o en the reason a family stays housed, a pa ent gets care, or a crisis is avoided altogether. MaineHealth respec ully urges the Council to end pursuit of a PILOT program and instead work collabora vely with nonprofits to address fiscal reali es—without undermining the organiza ons caring for Portland residents every day. Thank you. Page 72 1/28/26, 11:53 AM City of Portland Mail - Payment-In-Lieu-of-Tax (PILOT) - written public comment Tiffany Mullen <tgm@portlandmaine.gov> Payment-In-Lieu-of-Tax (PILOT) - written public comment 'Gilman, Ed L' via Finance <Finance@portlandmaine.gov> Wed, Jan 28, 2026 at 11:21 AM Reply-To: "Gilman, Ed L" <gilmane@northernlight.org> To: Finance <finance@portlandmaine.gov> Please find written public comment attached for the hearing and vote on the Payment-In-Lieu-of-Tax (PILOT) proposal scheduled for tomorrow night. It is being submitted on behalf of Melissa Skahan, Vice President of Mission Integration at Northern Light Mercy Hospital. Thank you. Ed Gilman AVP, Communications, Marketing & Government Affairs Northern Light Mercy Hospital 175 Fore River Parkway Portland, ME 04102 Office 207-879-3165 Cell 202-657-9363 gilmane@northernlight.org IMPORTANT WARNING: The information in this message (and the documents attached to it, if any) is confidential and may be legally privileged. It is intended solely for the addressee. Access to this message by anyone else is unauthorized. If you are not the intended recipient, any disclosure, copying, distribution or any action taken, or permitted to be taken, in reliance on it is prohibited and may be unlawful. If you have received this message in error, please delete all electronic copies of this message (and the documents attached to it, if any), destroy any hard copies you may have created and notify me immediately by replying to this email. Thank you. Public hearing and vote on PILOT policy - 1-29-26.pdf 135K https://mail.google.com/mail/u/0/?ik=ae68a37540&view=pt&search=all&permmsgid=msg-f:1855578200828511529&simpl=msg-f:1855578200828511529 1/1 Page 73 Public Hearing and Vote on Payment-In-Lieu-of-Tax (PILOT) Policy January 29, 2026 Good evening. My name is Melissa Skahan, Vice President of Mission Integration at Northern Light Mercy Hospital. Thank you for the opportunity to speak with you. I respectfully urge you to oppose the PILOT proposal under consideration. While well-intended, the proposal risks significant consequences for the very people our organizations exist to serve. What is often invisible to the public is just how much nonprofit hospitals like Mercy already invest, without reimbursement, to meet essential community needs. Bringing this to life is an example I previously shared with the committee. A Portland resident remains at Mercy Hospital for well over a year following a catastrophic medical event. He is uninsured, requires full- time nursing and medical oversight, and has no family advocate. There is no state entity able to assume guardianship, and no long-term care facility willing or able to accept him. He spends holidays with us. We celebrate milestones with him, providing dignity, care, and safety without a dollar of reimbursement. This is not unusual. It is the norm for hospitals like ours across the country. Mercy’s commitment to Portland extends far beyond our hospital walls: • Now serving 42 families, Mercy’s McAuley Residence delivers a two-generational program that provides comprehensive services and housing for families affected by substance use disorder for up to two years. This comprehensive program helps vulnerable families transform their lives through access to treatment, clinically oriented services, and more. • Our workforce development programs train and employ our neighbors, supporting the city’s economic engine and addressing Maine’s workforce crisis simultaneously. Portland residents enter as housekeepers or other entry level roles and quickly advance through multiple registered apprenticeships to become a CNA, nurse, or surgical tech. • In response to poor maternal child health outcomes in our community, Mercy Hospital along with nonprofit partners opened Frances Warde House, which provides comprehensive services and transitional housing for pregnant women experiencing homelessness. These initiatives represent the very definition of community benefit. They reduce government burden, strengthen neighborhoods, and reach people the traditional system can overlook. And they are almost entirely unreimbursed. That’s why the PILOT proposal is so concerning, especially now as we are preparing for further reductions to Medicaid and other funding streams from the Budget Reconciliation Act. PILOT creates the appearance of a revenue solution while potentially jeopardizing our good works in the city that we love and have served for more than a century. Page 74 Hospitals and nonprofits do not have the ability to shift costs to “customers” the way a for-profit business can. Every new unfunded mandate forces a direct tradeoff—fewer community programs, longer waitlists, and even cuts to essential services. Imposing a PILOT, even a voluntary one, would effectively ask nonprofits to pay twice, first through the community services already funded and then again through a new payment mechanism. Portland thrives when its nonprofits thrive. The partnerships among the city, Mercy, and dozens of other mission-driven organizations are not accidental. They are the backbone of Portland’s identity as a compassionate, welcoming, and resilient community. I respectfully ask that you reject this proposal. Let us instead work together on policies that strengthen the organizations that care for Portland’s most vulnerable residents. Thank you for your time and for your service to our city. Melissa Skahan Vice President, Mission Integration Northern Light Mercy Hospital Portland, Maine Page 75 1/28/26, 11:07 AM City of Portland Mail - Proposed PILOT Policy Concerns Tiffany Mullen <tgm@portlandmaine.gov> Proposed PILOT Policy Concerns 1 message Laura Freid <president@meca.edu> Wed, Jan 28, 2026 at 11:06 AM To: finance@portlandmaine.gov Dear Members of the City of Portland Finance Committee, Thank you for the opportunity to submit comments on the proposed PILOT policy being considered. The attached statement is offered for your consideration and I look forward to participating in tomorrow's meeting as well. I appreciate your time and thoughtful engagement with this important issue. Kind regards, Laura Freid Laura Freid President 207.699.5000 | www.meca.edu 522 Congress St. Portland, ME 04101 This email may contain information that is privileged and confidential. If you suspect that you were not the intended recipient, please delete it and notify the sender as soon as possible. PILOT Proposal Written Comment.pdf 75K https://mail.google.com/mail/u/0/?ik=ae68a37540&view=pt&search=all&permthid=thread-f:1855577325959157511&simpl=msg-f:1855577325959157511 1/1 Page 76 January 28, 2026 Dear Members of the City of Portland Finance Committee, I am writing to share concerns about the proposed Payment In Lieu of Taxes (PILOT) policy scheduled for your consideration on January 29, 2026. As President of Maine College of Art & Design (MECA&D), I am deeply invested in Portland’s economic vitality and civic health, and I am concerned about the challenges this proposal would pose for higher education institutions and nonprofit organizations that serve the city every day. MECA&D plays a significant and measurable role in Portland’s regional economy. In 2023 alone, the College generated $37.7 million in total economic output, supported 255 jobs, and contributed $25 million to regional GDP. We directly employ 210 people, contract with more than 100 local vendors, and bring substantial student, visitor, and cultural spending into the city. Our economic activity also generated nearly $900,000 in state and local tax revenue, underscoring that MECA&D already contributes meaningfully to public finances. Beyond these figures, the College provides critical community benefits: enrolling 460 students, awarding $1.47 million in scholarships to Maine students, offering volunteer service, hosting public programs, and sustaining Portland’s cultural life in ways that attract visitors and strengthen downtown activity. These contributions are central to the city’s quality of life and long-term resilience. While I understand the fiscal pressures facing the City, the proposed PILOT policy would raise revenue at the expense of institutions that already deliver substantial public benefit. Colleges and nonprofits educate students, employ residents, support local businesses, and provide services that would otherwise fall to municipal government. Diverting resources from these missions risks reducing programs, staffing, and community engagement at a time when demand for these services is growing. In effect, PILOT shifts costs onto the very organizations that help Portland thrive. I am also concerned that the proposed policy remains insufficiently defined. There is limited clarity around how PILOT payments would be calculated, implemented, or enforced, and the proposed alternative—a Service In Lieu of Taxes (SILOT)—has not been developed in enough detail to understand how it would function in practice. Advancing a policy of this magnitude without clear parameters risks unintended consequences and could strain long-standing partnerships between the City and its nonprofit and higher education institutions. I respectfully urge the Finance Committee to consider the full economic and community impact of Portland’s colleges and nonprofits as you deliberate this proposal, and to Page 77 engage directly with nonprofit and higher education leaders before advancing a policy of this scale. Thoughtful collaboration will be essential to ensuring that any approach taken strengthens, rather than undermines, the institutions that contribute so much to the city’s economy and quality of life. Thank you for your time, care, and service to the City of Portland. I appreciate your consideration of how this proposal could affect Maine College of Art & Design, our peer institutions, and the broader community we collectively serve. Sincerely, Laura Freid​ President​ Maine College of Art & Design 522 Congress Street, Portland, ME 04101 • 800.639.4808 • www.meca.edu Page 78 1/28/26, 1:01 PM City of Portland Mail - finance committee tomorrow Tiffany Mullen <tgm@portlandmaine.gov> finance committee tomorrow 'Suzanne Lafreniere' via Finance <Finance@portlandmaine.gov> Wed, Jan 28, 2026 at 12:49 PM Reply-To: Suzanne Lafreniere <suzanne.lafreniere@portlanddiocese.org> To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Hello, Please see attached comment and include in packet to council members. Thank you very much. Suzanne C. Lafreniere, JD Director, Office of Public Policy and Pro-life Ministry Liaison Roman Catholic Diocese of Portland 510 Ocean Avenue | Portland, Maine 04103 Phone: (207) 773-6471 ext, 7834 www.portlanddiocese.org| suzanne.lafreniere@portlanddiocese.org Portland Pilot .doc 83K https://mail.google.com/mail/u/0/?ik=ae68a37540&view=pt&search=all&permmsgid=msg-f:1855583789095726851&simpl=msg-f:1855583789095726851 1/1 Page 79 Roman Catholic Diocese of Portland 510 Ocean Avenue Telephone: (207) 773-6471 Portland Maine 04103-4936 Facsimile: (207) 773-0182 Suzanne C. Lafreniere, JD Office of Public Policy Testimony of Suzanne Lafreniere, on behalf of the Catholic Diocese in opposition to PILOT program proposal Members of Finance Committee of the City of Portland, I write to oppose the PILOT program proposal on the agenda for January 29, 2026. The diocese presently has a population of 279,159 Catholics. In addition to its 48 parishes, it has eight elementary schools, one private elementary/middle school, and one private high school. It also includes one Catholic college, Saint Joseph's College of Maine in Standish. Within the diocese, there are also seven subsidized housing units, four rehabilitation and residence facilities, and two child-care centers. There are three Catholic hospitals operating independently of the diocese as well as Catholic Charities Maine, the state's largest social service agency, which operates as a separate corporation. 1. Our institutions are religious ministries, not commercial enterprises The Catholic Church’s parishes, schools, and charitable agencies exist to worship God and to serve the common good, not to generate profit. We operate as religious and charitable nonprofits precisely because our mission is fundamentally different from that of commercial property owners.  Our parishes provide daily worship, sacraments, pastoral counseling, funerals, and community support at no charge to anyone who comes through the doors, regardless of ability to pay.  Our schools and religious education programs form children and youth intellectually, morally, and spiritually, often at great financial sacrifice by families and the diocese.  Our Catholic Charities and related ministries serve the poor, the elderly, immigrants and refugees, the homeless, and those struggling with addiction, mental illness, and food insecurity, without regard to religion or income. Treating these ministries as if they were businesses that should “contribute” like taxable entities fails to recognize the unique religious character and public benefit they already provide. 2. Constitutional and policy concerns about taxing religious property From the nation’s founding, tax exemption for churches has been understood as a safeguard for religious liberty and as a recognition that faith communities contribute to the common good in ways that government neither can nor should replace. While PILOT programs are often described as “voluntary,” they can quickly become coercive when coupled with public pressure campaigns, preferential treatment, or implied consequences for institutions that decline to participate. We are deeply concerned about any policy that, in practice, blurs the line between a truly voluntary donation and a de facto tax on religious exercise. When government begins to expect routine payments tied to property assessments, it risks creating a precedent that undermines the longstanding understanding that houses of worship and religious ministries are not taxable entities. Moreover, PILOT structures that “score” or publicly rank institutions based on whether they pay, or how much they pay, can chill the free exercise of religion by making churches choose between their religious mission and avoiding public criticism. That is not a healthy relationship between civil authority and religious organizations. 3. Our ministries already provide substantial public benefit and cost savings Page 80 Before considering new financial demands on religious and charitable entities, it is essential to acknowledge the significant material benefit these institutions already provide to the city. The Diocese of Portland and its ministries:  Educate students in Catholic schools and religious education programs, easing the burden on the public school system.  Provide meals, nights of shelter, or case-management encounters each year through St. Vincent de Paul soup kitchen (the oldest meal service in Portland), Catholic Charities and parish outreach programs.  Offer immigrant legal services, a clothing closet, job readiness training, and other supports that help residents become self-sufficient and productive members of the community based at Sacred Heart/St. Dominic parish on Sherman Street.  Support neighborhood stability by maintaining buildings, organizing volunteers, and providing safe spaces for youth, seniors, and vulnerable populations. Independent studies in other cities have estimated that the dollar value of services provided by religious and charitable institutions often exceeds the property tax that would otherwise be owed if they were fully taxable. A poorly designed PILOT program risks penalizing the very organizations that reduce demand on public services such as housing, public safety, mental health, and education. 4. Impact on the poor and vulnerable Any significant diversion of diocesan or parish resources to PILOT payments will necessarily come at the expense of direct service to the poor. Our budgets are finite. We do not have shareholders, and we cannot simply raise rates or turn people away when they cannot pay. If compelled—directly or indirectly—to pay substantial PILOT contributions, we will be forced to make difficult decisions:  Reducing services at food pantries, meal programs.  Limiting tuition assistance that serves low-income families.  Deferring critical building maintenance in struggling neighborhoods, which can hasten physical decline and undermine community stability. In other words, those who will “pay” the PILOT are not diocesan administrators, but the very families and individuals who rely on our ministries for help, hope, and community. 5. An alternative: partnership, not pressure The Diocese of Portland recognizes the real financial challenges the city faces. We want to be good neighbors and partners. Many of our parishes already collaborate with city agencies and other nonprofits on:  Emergency shelters and warming centers.  After-school programs and summer youth initiatives.  Re-entry programs, addiction recovery support, and mental-health referrals. Rather than creating a quasi-tax system for religious and charitable entities, we urge the Council to consider structured partnerships that leverage our existing work for the common good:  Formal agreements recognizing the public value of specific services as in-kind contributions to the city.  Joint planning processes so that city priorities and church ministries complement rather than duplicate or replace one another.  Respect for the autonomy of religious institutions in deciding how best to use their resources to serve their communities. This approach preserves religious liberty, respects the traditional tax-exempt status of churches, and avoids shifting the city’s fiscal burdens onto the backs of the poor. 6. Requested action Page 2 of 3 Page 81 For these reasons, we respectfully request that the Finance Council reject the PILOT proposal. Thank you for your consideration and for your service to the people of Portland. The Catholic Diocese of Portland stands ready to continue working with you to promote the common good, protect the dignity of every human person, and ensure that those most in need are not forgotten. Page 3 of 3 Page 82 1/27/26, 11:08 AM City of Portland Mail - Testimony from Scott Firmin Tiffany Mullen <tgm@portlandmaine.gov> Testimony from Scott Firmin 1 message 'Kaitlin Tibbets' via Finance <Finance@portlandmaine.gov> Tue, Jan 27, 2026 at 8:27 AM Reply-To: Kaitlin Tibbets <ktibbets@pwd.org> To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Good Morning, Please see the attached testimony from Scott Firmin, General Manager. KAITLIN TIBBETS Executive Admin & Community Specialist (207) 544-6431 ktibbets@pwd.org https://www.pwd.org/ Portland Water District NOTICE & DISCLAIMER Confidentiality Notice: THIS MESSAGE IS INTENDED ONLY FOR THE USE OF THE INDIVIDUAL OR ENTITY TO WHICH IT IS ADDRESSED AND MAY CONTAIN INFORMATION THAT IS PRIVILEGED AND CONFIDENTIAL. Please notify the sender if you have received this message in error. Recipients should be aware that replies to this message may not be considered confidential under the Maine Freedom of Access law, 1 M.R.S.A. §402, and may therefore be subject to public disclosure upon request. PWD Testimony.pdf 121K https://mail.google.com/mail/u/0/?ik=ae68a37540&view=pt&search=all&permthid=thread-f:1855476715731867601&simpl=msg-f:1855476715731867601 1/1 Page 83 TESTIMONY OF THE PORTLAND WATER DISTRICT TO THE FINANCE COMMITTEE RE: PROPOSED PILOT Mayor Mark Dion, Councilor April Fournier, Chair, Councilors Benjamin Grant and Wesley Pelletier: I am Scott Firmin and I am the General Manager of the Portland Water District. This testimony has been crafted in consultation with the District’s Corporation Counsel who can’t be in attendance at this meeting. Portland Water District (PWD or the “District”) is a quasi-municipal utility created by private and special law of the State Legislature in 1907 to provide water to the people of greater Portland. Today, PWD provides drinking water to over 200,000 people in 11 Cumberland County communities, and wastewater treatment services to six of those communities, including Portland. The affairs of PWD are managed by a Board of Trustees composed of 11 members, all popularly elected by a plurality of the voters from the communities they represent; 4 of the members represent Portland. We do not have shareholders that profit from our activities and therefore our sole interest is meeting the needs of our communities and our customers – many of whom are your constituents. PWD is treated as a municipality in many areas of the law, including the Freedom of Access Law for public records and the limitations of liability provided by the Maine Tort Claims Act, to name a few. Because the District is a quasi-municipality, it is intrinsically different from a non-profit. Its affairs are supervised by an elected Board – similar to a City Council. It provides a government related function; the provision of clean water and waste treatment services. It is publicly accountable for its actions. Its source of revenue is from the public through water rates which are set after public hearing by our Board, and through sewer assessments to our member municipalities, including Portland. Portland in turn passes the cost of these assessments to its sewer users through their sewer rates. We do not have other significant sources of revenue. The public from our member communities funds our activities. What I have described to you is very different from a traditional non-profit, which is not governed by elected officials, which does not provide a government related service, which may have sources of revenue from a variety of sources and which is not accountable to the public for its activities. Given that the District is a quasi-municipality, not too different from the City of Portland, I ask you to consider whether you would include City Hall, or the many school buildings in this City in a PILOT program. I assume the answer is no, that would make no sense because the costs of the PILOT would be passed on to the City’s residents and tax payers. Using the same reasoning, the Portland Water District should be removed from this proposed program. While I understand that a PILOT fee is purely voluntary, I ask you to consider exempting quasi-municipal entities from your proposed program. Sincerely, Scott Firmin General Manager 225 Douglass Street, PO Box 3553, Portland, Maine 04104 | 207.774.5961 | www.pwd.org 225 Douglass Street, PO Box 3553, Portland, Maine 04104 | 207.774.5961 | www.pwd.org Page 84 Tiffany Mullen <tgm@portlandmaine.gov> Testimony Submission from UNE - Thursday, November 14 Finance Committee Meeting 1 message Edmund Cervone <ecervone@une.edu> Tue, Nov 12, 2024 at 5:40 PM To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Cc: Sarah Delage <sdelage@une.edu> This message was sent securely using Zix® Hello, Please find attached written testimony for the Thursday, November 14 Finance Committee Meeting: John Vitale, Dean Westbrook College of Health Professions, University of New England 716 Stevens Avenue, Portland Item #3: Draft PILOT (Payment-In-Lieu of Taxes) Policy Thank you – Ed Cervone Ed Cervone Director of Strategic Partnerships and External Relations College of Professional Studies UNE Online | University of New England 207.713.4034 | online.une.edu This e-mail may contain information that is privileged and confidential. If you suspect that you were not the intended recipient, please delete it and notify the sender as soon as possible. This message was secured by Zix®. John Vital - PILOT Program - Testimony.pdf 121K Page 85 Portland Campus 716 Stevens Avenue Portland, ME 04103 U.S.A. www.une.edu Testimony in Opposition to The Proposed Portland Payment-In-Lieu of Taxes (PILOT) Program Delivered to the City of Portland’s Finance Committee Thursday, November 14, 2024 Good evening, my name is John Vitale. I am the Dean of the Westbrook College of Health Professions, located on the University of New England’s Portland Campus for Health Sciences. UNE appreciates the opportunity to weigh in on this proposal and I am here tonight to kindly urge the committee to reconsider the PILOT program as it will necessarily limit critical health care services that UNE offers the citizens of Portland. The Westbrook College of Health Professions is home to UNE’s allied health profession programs, and is collocated with our colleges of medicine and dentistry. An important part of our students’ experience is clinical education and service learning. Both place them in the community to learn by serving the people of Portland and the Greater Portland area. UNE has strong relationships with multiple community partners providing services across the lifespan of members of our community. We are involved with Child Development Services, My Place Teen Center, the Boys and Girls Club, Long Creek Youth Development Center, Woodfords Family Services, Park Danforth, and The Cedars. We also provide school-based vision, hearing, and dental programs, and have interns at Portland and Deering High Schools. UNE’s Center for Excellence in Public Health and partner programs are actively helping to address health care disparities, and substance use challenges that face too many members of our community. UNE collaborates with the CDC and the City on substance use prevention programs, the Portland needle exchange program, Day One, and Maine Access Immigrant Network. We have hundreds of nursing clinical rotation sites in the community and are actively engaged in expanding our nursing programs to help address the critical shortage of nurses. BIDDEFORD AND PORTLAND, MAINE, U.S.A. | TANGIER, MOROCCO | ONLINE Page 86 UNE’s dental hygiene clinic has a large percentage of its over 2,300 annual patients that are covered through MaineCare and do not incur any out-of-pocket fees. More than 1,000 of the clinics annual visits are among people 62 and over. The clinic has also offered free care to Veterans in our community. And, earlier this fall the UNE Community packed 100,000 meals for Mainers facing hunger as part of a service learning project with the Meals for Maine initiative. UNE covers the costs of much of this outreach and service delivery in the community. There are no financial margins. All of our dollars are used to make the cost of education more affordable for our students and to fund our operations – including the various community outreach and clinical activities I have sited. Any dollars redirected for other purposes will result in fewer students and fewer of these critical health services. We believe that the value we bring to the City’s social safety net far outweighs the dollars potentially raised through this tax on nonprofits. We are proud to call Portland home and want to continue to be able to contribute to the health and welfare of our neighbors at the levels they have come to expect. Thank you for your time and for reconsidering the PILOT program. BIDDEFORD AND PORTLAND, MAINE, U.S.A. | TANGIER, MOROCCO | ONLINE Page 87 Tiffany Mullen <tgm@portlandmaine.gov> Public Comment - Draft PILOT (Payment-In-Lieu of Taxes) Policy 1 message Gilman, Ed L <gilmane@northernlight.org> Wed, Nov 13, 2024 at 11:06 AM To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Good morning, Please find public comment attached. It’s being submitted on behalf of Melissa Skahan for the Finance Committee meeting tomorrow night. Thank you, and please let me know if you have any questions. -Ed Ed Gilman AVP, Communications, Marketing & Government Affairs Northern Light Mercy Hospital 175 Fore River Parkway Portland, ME 04102 Office 207-879-3165 Cell 202-657-9363 gilmane@northernlight.org IMPORTANT WARNING: The information in this message (and the documents attached to it, if any) is confidential and may be legally privileged. It is intended solely for the addressee. Access to this message by anyone else is unauthorized. If you are not the intended recipient, any disclosure, copying, distribution or any action taken, or permitted to be taken, in reliance on it is prohibited and may be unlawful. If you have received this message in error, please delete all electronic copies of this message (and the documents attached to it, if any), destroy any hard copies you may have created and notify me immediately by replying to this email. Thank you. Page 88 Public Comment on PILOT proposal - Melissa Skahan, Northern Light Mercy Hospital.docx 17K Page 89 Public Comment - Dra PILOT (Payment-In-Lieu of Taxes) Policy Melissa Skahan, VP Mission Integra on Northern Light Mercy Hospital 175 Fore River Parkway Portland, ME 04102 Thank you for providing this opportunity for public comment. My name is Melissa Skahan, and I represent Northern Light Mercy Hospital as its vice president of mission integra on. We hope the comments you are hearing will help to clarify why nonprofits like Mercy are so concerned about the current proposal. What’s o en not fully understood are the unique challenges that healthcare delivery presents. A great example of our commitment to the people of Portland is that of our commitment to a current long stay pa ent at the hospital. He is a Portland resident who has been with us for more than 200 days due to a significant health event. While he requires placement in a long-term care facility, he is uninsured, requires total care, and is non-communica ve. There is no poten al payer source for this Portland resident to advance to long term care, and the state will not take guardianship. So, the pa ent’s total care at Mercy con nues without reimbursement. Unfortunately, this example is not unique. Our focus on community has long been a hallmark of Mercy’s presence in Portland. I will touch briefly on a few of our ini a ve that directly help Portland residents. But it’s important to note that we do not get paid for most of what we do in this space since it’s not reimbursable. When the opioid epidemic first hit Portland, Mercy convened and led a collabora ve of nonprofits that resulted in improved same day MOUD services, two new low barrier recovery houses, and be er coordina on of care. McAuley Residence is a two-genera on housing and intensive program for families affected by substance use disorder. It provides services for both mother and children with a two-year length of stay to help ensure long term success with their sustained recovery and family stabiliza on. We’ve also created a workforce development program that removes barriers and creates academic and career pathways for those challenged to enter or advance in workforce. Through our model, we hire New Mainers and pay them as full- me equivalents to par cipate in rapid English language acquisi on so they can advance. Most recently, we teamed up with Community Housing of Maine and In Her Presence to launch a new, two-genera onal program for unhoused pregnant New Mainer women. Since June, we have welcomed 30 babies and transi oned 17 families into permanent housing. But it’s not just Mercy Hospital that does this type of focused work in Portland. It’s a constella on of nonprofits in our city who collec vely provide crucial services and support to residents. Asking these nonprofits to start paying more, when many are opera ng in the red, will directly impact their ability to con nue delivering services. Page 90 Thank you again for the opportunity to provide comment tonight. We are hopeful the commi ee will look to support the city’s nonprofits instead of forcing them to cut back the cri cal community supports that they provide. Page 91 Tiffany Mullen <tgm@portlandmaine.gov> Public Comment - Draft PILOT (Payment-In-Lieu of Taxes) Policy 1 message 'Suzanne Lafreniere' via Finance <Finance@portlandmaine.gov> Wed, Nov 13, 2024 at 10:23 AM Reply-To: Suzanne Lafreniere <suzanne.lafreniere@portlanddiocese.org> To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Good morning, Please see attached written comments in opposition to the draft PILOT policy. Suzanne C. Lafreniere, JD Director, Office of Public Policy and Pro-life Ministry Liaison Roman Catholic Diocese of Portland 510 Ocean Avenue | Portland, Maine 04103 Phone: (207) 773-6471 ext 7834 | Fax: (207) 773 - 0182 www.portlanddiocese.org| suzanne.lafreniere@portlanddiocese.org PILOTS city of Portland.pdf 158K Page 92 Roman Catholic Diocese of Portland 510 Ocean Avenue Telephone: (207) 773-6471 Portland Maine 04103-4936 Facsimile: (207) 773-0182 Suzanne C. Lafreniere, JD Office of Public Policy Comments of Suzanne Lafreniere, on behalf of the Roman Catholic Diocese Written testimony in opposition to draft PILOT policy Members of the Portland City Council Finance Committee, my name is Suzanne Lafreniere and I represent the Roman Catholic Diocese of Portland in opposition to a proposal to institute a PILOT program in the City of Portland. The Diocese has a population of over 279,000 Catholics* or one-fifth of the total population of the state of Maine. In addition to its 141 churches organized into 48 parishes, it has eight elementary schools, one private elementary school, one diocesan high school and one private high school. Within the diocese, there are also seven subsidized housing units, four rehabilitation and residence facilities, and two child-care centers. There are three Catholic hospitals operating independently of the diocese as well as Catholic Charities Maine, the state's largest social service agency, which operates as a separate corporation. It comes as no surprise to any legislator or any member of the public that the Diocese of Portland opposes a payment in lieu of taxes policy. Churches benefit the communities in Maine and indeed in the whole nation. A very simple example of one of these benefits is feeding the hungry. St. Vincent de Paul soup kitchen at the Cathedral of the Immaculate Conception is Maine’s longest established food program. That program alone serves over 50,000 meals a year with volunteers. Feeding the hungry is not a choice—it is a moral imperative. In an economic downtime, there is more demand for our social services and would impose new taxes at a time when we are needed more than ever. New taxes may force a reduction in our programs for the community, which will have the unintended consequence of an increase in demand for general assistance and other municipal services. Payments in lieu of taxes, or PILOT payments, are only one form of assistance the city may receive. Local nonprofits are spending a great deal of money for services which otherwise would need to be funded by the city. Another example of how the Catholic Church is helping the city is in the area of elementary and high school education. Each year, hundreds of young people are opting to enroll in our schools. There is one Catholic primary school located in the City of Portland, St. Brigid School and one across the bridge in South Portland. The Diocese of Portland enrolls students from Portland which saves the taxpayers and City of Portland’s education budget. Many of those students are of various faiths or of no particular religious affiliation. Catholic Churches provide facilities for various support groups, including youth camps and AA groups. Most nonprofits in the city are in the same situation in which the Catholic Church finds itself. To take dollars away from charitable and educational programs to pay “in lieu of taxes” will simply transfer the need to the city to deliver those services, thereby saving nothing. We are proud of our Gospel driven mission and I urge you to oppose this draft policy. . *www.pewforum.org/religious-landscape-study/state/maine/ Page 93 Tiffany Mullen <tgm@portlandmaine.gov> Updated PILOT Community Letter 1 message 'Mary Alice Scott' via Finance <Finance@portlandmaine.gov> Wed, Nov 13, 2024 at 11:15 AM Reply-To: Mary Alice Scott <mascott@nonprofitmaine.org> To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Hi Brendan, I wanted to pass along this updated community letter from Portland nonprofits about the PILOT program. It would be great if it could be included in the packet for the committee. Thanks so much, Mary Alice Mary Alice Scott she / her / hers (Why Pronouns Matter) Public Affairs Manager Maine Association of Nonprofits (207) 871-1885 Craving inspiration + connection? Join us for the MANP Connects Summit on November 15th in Bangor! Portland Pilot Nonprofit Letter 11.13.pdf 65K Page 94 Dear Councilors Bullett, Fournier, Trevorrow, and Mayor Dion, Nonprofits maintain and promote the public good, providing many essential, high- impact and community-based services. By definition, charitable nonprofits ensure that “profit” is reinvested in community benefits. Through this work, we augment government efforts to increase resiliency and support community members in need. On June 20th, the Portland City Council’s Finance Committee received a presentation on the amount of tax-exempt property in Portland related to the city’s consideration of a Payment in Lieu of Taxes (PILOT) program. The Portland City Council reviewed this concept in 2018 and ultimately decided to reject the idea. Our organizations would have valued more discussion at the recent meeting regarding this previous proposal, and why it ultimately failed. If adopted, a PILOT program would ask charitable nonprofits to make payments to the City of Portland based on the value of the property they own, even though state law expressly exempts charitable nonprofits from paying property taxes. Nonprofits operate on very narrow margins, and typically do not have the same opportunities to generate revenue that for-profit businesses have. When costs increase, nonprofits cannot simply pass those costs along to those they serve. There is a clear reason why there are so many charitable and tax-exempt organizations in Portland: our city is a hub for helping people and driving the state’s economy forward. Asking nonprofits to pay taxes, even voluntarily, fundamentally goes against the principle of our charitable status, likely forces reductions in our existing programs, and limits our ability to effectively support our community. This policy proposal is: · Harmful and counterproductive: Portland’s nonprofits would have to either increase fees for programs and services or reduce or eliminate services for those who utilize them. These are organizations who provide resources related to education, social services, immigrant support services, affordable housing, religion, elder care, mental health, and food insecurity. · Coercive: “Naming and shaming” has the potential to damage relationships between city government and nonprofits. · Built on false assumptions: Assessed property value does not correlate to services used. · A minimal revenue generator: At the June 20th Finance Committee meeting, the total fiscal value of exempt property was stated to be roughly $2.9 billion. Unfortunately, from the beginning, this number was misleading to the committee. Well over half of that would be exempt from this program because it is land owned by City, County, State, and Federal governments -- reducing the total to less than half at roughly $1.4 billion. In fact, if fully implemented, this program would only increase municipal revenues by less than 0.5%. · Out of alignment with 2024 Council goals: Addressing housing in Portland is the #2 Council goal. The City’s list of exempt property owners includes ten affordable housing organizations and over a dozen social service nonprofits Page 95 that provide services including temporarily housing/sheltering individuals in the Greater Portland area. In short, this proposal will not address Portland’s fiscal challenges, potentially have negative economic impacts, and could exacerbate the community’s service needs. Our organizations ask that the City’s Finance Committee reject this proposal so that it may dedicate its limited time and resources to initiatives that can effectively reduce the tax burden on residents without harming organizations that are working to benefit our community. Sincerely, American Red Cross Maine Independent Colleges Association Avesta Housing Maine Irish Heritage Center Breakwater Learning MaineHealth Maine Medical Center The Center for Grieving Children Northern Light Mercy Hospital Cheverus High School Portland Museum of Art Community Housing of Maine Preble Street Gulf of Maine Research Institute Ronald McDonald House Charities of Lincoln Academy Maine Maine Association of Independent Shalom House, Inc. Schools Spurwink Maine Association of Nonprofits Temple Beth El Maine College of Art & Design University of New England Maine Council of Churches Waynflete School Maine Historical Society YMCA of Southern Maine Page 96 Tiffany Mullen <tgm@portlandmaine.gov> Testimony on PILOT proposal Colleen Foley-Ingersoll 1 message 'Foley-Ingersoll, Colleen M' via Finance <Finance@portlandmaine.gov> Thu, Nov 14, 2024 at 4:14 PM Reply-To: "Foley-Ingersoll, Colleen M" <Colleen.Foley-Ingersoll@mainehealth.org> To: "finance@portlandmaine.gov" <finance@portlandmaine.gov>, Anna Trevorrow <atrevorrow@portlandmaine.gov>, Victoria <VPelletier@portlandmaine.gov>, Regina Phillips <rphillips@portlandmaine.gov>, Anna Bullett <abullett@portlandmaine.gov>, Kate Sykes <ksykes@portlandmaine.gov>, April Fournier <afournier@portlandmaine.gov>, Pious Ali <pali@portlandmaine.gov>, Roberto Rodríguez <rrodriguez@portlandmaine.gov>, Mark Dion - D5 <mdion@portlandmaine.gov> Finance Committee Members and City Councilors, Please find my attached written testimony regarding the PILOT proposal. I'm looking forward to seeing the committee later today via Zoom. Best, Colleen Colleen Foley-Ingersoll, M.ED., BCBA (she/her) Senior Director Developmental Disorders Services Glickman Lauder Center of Excellence in Autism and Developmental Disorders 37 Andover Rd.| Portland, ME 04102 Phone: 207-661-6741 | Fax: 207-661-6351 | colleen.foley-ingersoll@mainehealth.org mainehealth.org PILOT testimony (CFoleyIngersoll) Final.docx 80K Page 97 Testimony of Colleen Foley-Ingersoll, M.ED., BCBA MaineHealth Behavioral Health at The Glickman Lauder Center of Excellence in Autism and Developmental Disorders Good afternoon members of the Finance Committee. My name is Colleen Foley-Ingersoll and I am a special education teacher and Board Certified Behavior Analyst and the Senior Director of Developmental Disorders Services at MaineHealth Glickman Lauder Center of Excellence in Autism and Developmental Disorders. MaineHealth Behavioral Health provides comprehensive behavioral health care services across the MaineHealth footprint to 58,000 clients annually. A substantial number of our patients receive services in our Portland locations, which include Lancaster Street, Maine Medical Center, the Glickman Lauder Center of Excellence, and Spring Harbor Hospital just over the city border in Westbrook. Between November 2023 and October 2024, MHBH has seen 2,748 patients from Portland. Your constituents. I am testifying today in strong opposition to the proposal to levy a “voluntary” tax on certain nonprofits in Portland. I am particularly concerned that a payment in lieu of taxes program would have a negative fiscal impact on our organization that already operates at an annual loss due to our disproportionate dependence on governmental payers. We rely on MaineCare and Medicare for about 80% of our revenue, but their fixed reimbursement rates do not keep pace with actual costs of care. Further, we are committed to providing care to every person in need, regardless of ability to pay, and we have adopted MaineHealth’s charity care policy that provides free care to anyone whose income falls below 200% of the Federal Poverty Level. The PILOT proposal, if adopted, would place undue additional financial strain on MHBH. MHBH is Maine’s largest provider of psychiatric services, specifically, and we care for people with unique and complex and needs, like: 1. Patients suffering with substance use disorders, 2. Patients who have co-occurring substance use disorders and mental health conditions, 3. Children and adults with Autism and Developmental Disorders, and 4. Children and adults who are Deaf, hard of hearing, deaf-blind and late-deafened, 5. Patients who experience food insecurity and are unhoused. 1 Page 98 Adding the PILOT burden to an organization like ours will force difficult operational decisions. Any closures or service cuts would directly impact these vulnerable patient populations. If this proposal is implemented, has the City explored how it would fill the gaps left by nonprofits who are not investing those funds back into helping vulnerable community members? At the Glickman Lauder Center specifically, we have:  Four different clinical treatment programs for toddlers through adults – an outpatient clinic that serves more than 700 families, an early intervention program, and 2 specialized school programs (preschool and a K-12) for children with autism and developmental disorders.  More than 100 specialized staff members on site  Age-specific support groups and social skills training for patients and students  Parent/Guardian training programs to support families in raising their children with autism. To help fulfill our mission, MHBH leverages community partnerships to offset limited resources. For example, we partner with local school departments to provide free meals to some of our youngest patients. We secure grant funding to enhance residential treatment programs or improve facilities. We partner with Good Shepherd Food Bank to provide emergency food bags to patients screening positive for food insecurity as they leave Spring Harbor Hospital. Implementing PILOT is especially troubling for those of us in behavioral health, considering the Department of Justice suit against the State of Maine for its failure to support behavioral health services for children. Recent closures of community-based programs should be cause for alarm. There is a trickle-down effect. If our partners are forced to close or eliminate services, it will impact access to care for the thousands of clients we mutually serve. We should be considering initiatives that improve, not compromise, access to mental and behavioral health care. I respectfully urge the Committee and City Council to reject this proposal that undermines this work. Instead, we welcome opportunities to partner with you to fulfill our mission to provide comprehensive, quality behavioral health services to our Portland constituents. Thank you for the opportunity to testify and share our serious concerns regarding this proposal. 2 Page 99 Tiffany Mullen <tgm@portlandmaine.gov> Fwd: Nonprofit letter for Finance Committee materials 1 message Brendan T. O'Connell <boconnell@portlandmaine.gov> Tue, Sep 24, 2024 at 10:25 AM To: Tiffany Mullen <tgm@portlandmaine.gov> Can you add this to the public comment section Brendan T. O'Connell Finance Director City of Portland P: (207) 874 8642 F: (207) 874 8652 ---------- Forwarded message --------- From: Mary Alice Scott <mascott@nonprofitmaine.org> Date: Tue, Sep 17, 2024 at 4:30 PM Subject: Nonprofit letter for Finance Committee materials To: boconnell@portlandmaine.gov <boconnell@portlandmaine.gov> Hello Brendan, My name is Mary Alice Scott, and I am the Public Affairs Manager at Maine Association of Nonprofits. I wanted to send along this letter on behalf of 20+ charitable organizations who conduct work in Portland on behalf of its residents and surrounding areas, and ask that it be included in the backup materials for next Thursday’s Finance Committee meeting. I have emailed members of the committee and council already, but I wanted to go ahead and pass it along to you, as well. Thank you so much for your time, Mary Alice Mary Alice Scott she / her / hers (Why Pronouns Matter) Public Affairs Manager Maine Association of Nonprofits (207) 871-1885 Please update your records with our new address: 30 Danforth St. Suite 213, Portland, ME 04101 Portland Pilot Nonprofit Letter.pdf 63K Page 100 Dear Councilors Bullett, Fournier, Trevorrow, and Mayor Dion, Nonprofits maintain and promote the public good, providing many essential, high- impact and community-based services. By definition, charitable nonprofits ensure that “profit” is reinvested in community benefits. Through this work, we augment government efforts to increase resiliency and support community members in need. On June 20th, the Portland City Council’s Finance Committee received a presentation on the amount of tax-exempt property in Portland related to the city’s consideration of a Payment in Lieu of Taxes (PILOT) program. The Portland City Council reviewed this concept in 2018 and ultimately decided to reject the idea. Our organizations would have valued more discussion at the recent meeting regarding this previous proposal, and why it ultimately failed. If adopted, a PILOT program would ask charitable nonprofits to make payments to the City of Portland based on the value of the property they own, even though state law expressly exempts charitable nonprofits from paying property taxes. Nonprofits operate on very narrow margins, and typically do not have the same opportunities to generate revenue that for-profit businesses have. When costs increase, nonprofits cannot simply pass those costs along to those they serve. There is a clear reason why there are so many charitable and tax-exempt organizations in Portland: our city is a hub for helping people and driving the state’s economy forward. Asking nonprofits to pay taxes, even voluntarily, fundamentally goes against the principle of our charitable status, likely forces reductions in our existing programs, and limits our ability to effectively support our community. This policy proposal is: · Harmful and counterproductive: Portland’s nonprofits would have to either increase fees for programs and services or reduce or eliminate services for those who utilize them. These are organizations who provide resources related to education, social services, immigrant support services, affordable housing, religion, elder care, mental health, and food insecurity. · Coercive: “Naming and shaming” has the potential to damage relationships between city government and nonprofits. · Built on false assumptions: Assessed property value does not correlate to services used. · A minimal revenue generator: At the June 20th Finance Committee meeting, the total fiscal value of exempt property was stated to be roughly $2.9 billion. Unfortunately, from the beginning, this number was misleading to the committee. Well over half of that would be exempt from this program because it is land owned by City, County, State, and Federal governments -- reducing the total to less than half at roughly $1.4 billion. In fact, if fully implemented, this program would only increase municipal revenues by less than 0.5%. · Out of alignment with 2024 Council goals: Addressing housing in Portland is the #2 Council goal. The City’s list of exempt property owners includes ten affordable housing organizations and over a dozen social service nonprofits Page 101 that provide services including temporarily housing/sheltering individuals in the Greater Portland area. In short, this proposal will not address Portland’s fiscal challenges, potentially have negative economic impacts, and could exacerbate the community’s service needs. Our organizations ask that the City’s Finance Committee reject this proposal so that it may dedicate its limited time and resources to initiatives that can effectively reduce the tax burden on residents without harming organizations that are working to benefit our community. Sincerely, Avesta Housing Breakwater Learning The Center for Grieving Children Cheverus High School Community Housing of Maine Gulf of Maine Research Institute Lincoln Academy Maine Association of Independent Schools Maine Association of Nonprofits Maine College of Art & Design Maine Historical Society Maine Independent Colleges Association Maine Irish Heritage Center MaineHealth Maine Medical Center Northern Light Mercy Hospital Portland Museum of Art Preble Street Shalom House, Inc. Spurwink Temple Beth El University of New England Waynflete School YMCA of Southern Maine Page 102 Tiffany Mullen <tgm@portlandmaine.gov> Testimony Submission from UNE - Finance Committee Meeting September 26 1 message Edmund Cervone <ecervone@une.edu> Wed, Sep 25, 2024 at 8:30 AM To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> This message was sent securely using Zix® Good morning, My name is Ed Cervone. I am the Director of External Relations for the University of New England. Thank you for the opportunity to submit written comments on the PILOT proposal. I would like speak to these Thursday evening during the committee meeting. Please let me know if you need anything else from me. Thanks – Ed Cervone Ed Cervone Director of Strategic Partnerships and External Relations College of Professional Studies UNE Online | University of New England 207.713.4034 | online.une.edu This e-mail may contain information that is privileged and confidential. If you suspect that you were not the intended recipient, please delete it and notify the sender as soon as possible. This message was secured by Zix®. UNEPortlandPilotTestimony(Sep26.2024).pdf 137K Page 103 Biddeford Campus 11 Hills Beach Road Biddeford, ME 04005 U.S.A. (207) 283-0171 Portland Campus 716 Stevens Avenue University of New England Portland, ME 04103 Testimony in Opposition to The Proposed Portland U.S.A. (207) 797-7261 Payment-In-Lieu of Taxes (PILOT) Program Delivered to the City of Portland’s Finance Committee Thursday, September 26, 2024 Good evening, my name is Ed Cervone. I am the Director of External Relations for the University of New England. UNE appreciates the opportunity to weigh in on this proposal. I am here this evening to respectfully urge the committee to reconsider the PILOT program for Portland and its nonprofit community. UNE’s Portland Campus for the Health Sciences is home to the University’s many diverse health professions programs, including dentistry, pharmacy, nursing, and the various allied health disciplines. In the summer of 2025, UNE’s medical college — Maine’s only medical school — will move from the Biddeford Campus to the new Harold and Bibby Alfond Center for Health Sciences in Portland — a $93 million investment in our community. With this move, the campus will become the nexus of health care education in all of Northern New England. After the medical school’s relocation: • Nearly 1,400 students will attend classes on the Portland campus • Over 700 employees will work on the Portland campus Today, 372 students and 177 employees report a Portland home address. UNE pays over $17.4 million annually in salaries and benefits to employees living in Portland. UNE annually purchases $55.4 million in goods and services, mainly from businesses in the region. There is much more than can be said about UNE’s economic impact, but I will focus on UNE’s critical role in maintaining the region’s social safety net. UNE expects its students, faculty, and staff to give back to our community. It is central to our mission. The following are just a few examples of what that looks like. UNE partners with over 65 organizations in Portland ranging from major health systems to elder care facilities to our public schools. Hundreds of UNE health care students provide thousands of hours of service to nonprofits in southern Maine and the Portland Region annually. During the pandemic, UNE students and faculty trained local health care professionals, administered vaccines to Portland residents, donated PPE, and provided childcare for frontline health care workers in Portland. UNE provides health care at no or reduced cost to the residents of our community. In 2023, there were nearly 20,000 visits to one of UNE’s Portland-based community outpatient clinics. UNE dental students BIDDEFORD AND PORTLAND, MAINE, U.S.A. | TANGIER, MOROCCO | ONLINE Page 104 have annual rotations at Greater Portland Health. Our hygienists provide services at a number of the City’s schools and at Portland WIC sites. Allied health care students provide services to STRIVE, Long Creek Youth Development Center, the Boys and Girls Club, and the Cedars – to name just a few of our partners. UNE’s Center for Excellence in Public Health (CEPH) works with the City of to deliver the State’s SNAP-ED program to eligible families in the City. We worked with the City to deliver opioid response training. We partnered with the Maine Access Immigrant Network to address health disparities among immigrants, refugees, and asylum-seeking individuals. Other collaborations include oral health education in Portland public schools, needle exchange programs, school-based vision and hearing screenings, wellness programs in the region’s correctional institutions, and health care delivery in the City’s homeless shelters. UNE service learning goes beyond clinical applications and addresses other basic needs of people in our community. Just last week, UNE faculty, staff, and students prepared over 100,000 meals to be shared with various nonprofits in Portland and the region. Our students regularly share meals with the residents of the Baron Center, mentor youth at the Boys and Girls Club, and raise resources for Portland’s unhoused community. UNE is a tuition-dependent institution. Unlike the larger higher education institutions found in Boston, we don’t have a large endowment to draw upon for our operations. Our endowment is used to provide scholarships to our students and to ensure a diverse student body. As an example, over one-third of this year’s incoming freshman class are first-generation students, that is, the first in their families to attend college. There are no margins in today’s higher education sector, and the financial challenges facing colleges and universities are only projected to grow. A PILOT payment to the City would ultimately come from student tuition. It would negatively impact the activities listed above and would affect our ability to maintain the essential social safety net to the citizens of Portland. We contend that those dollars will go much further in serving underserved residents if UNE can put them to that purpose. We are a good and proud partner of the City. We work tirelessly to minimize our burden on City services while maximizing our positive effect on the health of our community. Thank you for considering these points. All of this comes from a more detailed report we published on our impact in the Portland Community. That can be accessed at: une.edu/portlandimpact Thank you, Ed Cervone Director of External Relations University of New England BIDDEFORD AND PORTLAND, MAINE, U.S.A. | TANGIER, MOROCCO | ONLINE Page 105 Tiffany Mullen <tgm@portlandmaine.gov> Finance Committee - Public Comment: PILOT is better than the status quo George Rheault <george.rheault@gmail.com> Wed, Sep 25, 2024 at 11:58 AM To: finance@portlandmaine.gov The abnormally high percentage of not-for-profit property ownership in the City of Portland just got WORSE as of August 1, 2024 as the Maine Public Broadcasting Corporation purchased the building that formerly housed the "Portland Public Market" which was owned by a for-profit entity. Please see attached the FY2025 tax bills for this property (it gets two tax bills because it is also within the "Downtown Improvement District"). Where is the City of Portland going to find another $150,000 to fill this newly created hole? It is this kind of slow "drip, drip, drip" that has been undermining Portland for a long time now and is likely to get worse not better. For decades now, urban centers have been trying to pivot from deindustrialization and the decline of its commercial activities to "meds and eds" as a way to maintain vitality and its tax base. Unfortunately, if the tax base is continually replaced with tax-exempt entities or properties that receive TIF benefits, then the "commercial core" will continue to be unable to finance its needs and fall further behind in terms of maintaining core municipal services. Our City Council has to recognize that tax-exempt entities can be just as selfish and self-centered as for-profit entities. It is even worse when many of the leaders of Portland's tax-exempt institutions do not even live within Portland city limits. They simply "take without giving" and it is extremely destabilizing to the rest of the community. Asking them to help "rebalance" our city's tax base in a fairly modest manner is not at all an unfair demand. 2 attachments FY2025 Tax Bill for Former Portland Public Market Building.pdf 313K FY2025 Downtown District Tax Bill for Former Portland Public Market Building.pdf 284K Page 106 Page 107 Page 108 Tiffany Mullen <tgm@portlandmaine.gov> Testimony/public comment on PILOT 1 message 'Cullen Ryan' via Finance <Finance@portlandmaine.gov> Wed, Sep 25, 2024 at 6:19 PM Reply-To: Cullen Ryan <cullen@chomhousing.org> To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Dear Members of the City of Portland Finance Committee – Attached and pasted below, please find my testimony regarding the PILOT proposal being considered on 9/26. I will be unable to attend in person but wanted to share some insights. Thank you for your consideration. Cullen Cullen Ryan (he/him), Executive Director Community Housing of Maine One City Center, 4th Floor Portland, Maine 04101 207-879-0347 207-879-0348 (fax), Maine Relay 711 Website | Facebook | Twitter Creating Homes and Inclusive Communities for 30 Years Testimony re PILOT Proposal City of Portland Finance Committee 9.26.24.docx 59K Page 109 Board Members September 25, 2024 Jennifer Putnam Executive Director, Waypoint Board President Dear Members of the City of Portland Finance Committee: Bill Shanahan Co-Founder & Senior Advisor, Evernorth Board Treasurer My name is Cullen Ryan, and I live in Portland and serve as the Executive Director of Gunnar Hubbard Community Housing of Maine (CHOM). CHOM’s small staff works collaboratively with Former Principal, Thornton Tomasetti service providers across Maine to house hundreds of people experiencing homelessness, Board Secretary particularly people who are chronically homeless, victims of domestic violence, and/or David Birkhahn Vice President, TD Bank homeless Veterans – all of whom require supportive housing, including recovery residences. Elizabeth Boepple CHOM is the largest supportive housing provider for homeless populations in Maine. Partner, Murray, Plumb, & Murray Cheryl Harkins CHOM partners with the City of Portland to move people experiencing chronic homelessness Advocate, Homeless Voices for Justice right into Housing First arrangements. CHOM currently has 220 units serving this purpose, Ninette Irabaruta Senior Director, Community Engagement with the vast majority of the placements coming from the City of Portland, originating at the & Outreach United Way of Southern ME City’s adult single shelter. This is not easy work; some of the tenants have not been successful Chip Newell Principal, The NewHeight Group and some of the exits were catastrophic, with windows ripped out, appliances kicked in, Luc Nya cabinet doors ripped off, and significant damage to walls and floors – this coming after a Mental Health Program Coordinator pristine unit went into service housing them. Please imagine the cost of repairs. Thankfully, OCFS/Corrections Liaison, Maine DHHS those situations are rare, and 90% of placements are successful. But I tell you this to ensure Angela Perkins Westbrook Resident you know that this is mission work, and not for the faint of heart. The chronically homeless Thomas Ptacek populations CHOM houses have proven themselves to be up to 29 times more likely to be in Advocate, Portland Resident the hospital, and up to 57 times more likely to be in jail when unhoused than when housed. By Jennifer Rottmann successfully housing this population, we essentially stop them from ricochetting through Deputy Director/CFO, The Genesis Fund Portland’s most expensive emergency systems, including the shelter, police, EMT and John Ryan Co-Founder and Board Chair, fire/rescue, ambulance, along with overcrowded hospitals and jail. This population can Wright-Ryan Construction interfere with businesses in the city when unhoused and become stable community members Aaron Shapiro Retired Community Development once housed. The choice is right in front of us. Director, Cumberland County Kimberly Twitchell CHOM is a 501(c)(3) non-profit/charitable organization doing mission work. CHOM houses Senior Director of Affordable Housing, NBT Bank over 1256 people in 89 housing projects across the state, with hundreds of units in Portland, Staff Contacts and all of its properties inclusive of supportive housing serving homeless and special needs Cullen Ryan populations. These populations include people with serious and persistent mental illness, Executive Director substance use disorders, intellectual and developmental disabilities, and other disabling Samantha Messick Operations Director conditions. We provide recovery residences, including housing for each of the McAuley Vickey Merrill Residences serving women with substance use disorders. CHOM does important community Advocacy Director work. It partners with 55 service provider partners. It does all of this with 12 staff. Chris Harmon Finance Director Jenny Jimino CHOM is thinly financed. Tax exempt status makes the difference between CHOM’s ability Office Manager to do this important work and CHOM being unable to do this work at all. The margins are Bree LaCasse Development Director exactly that close. Brian Kilgallen Development Officer Please do not impose a PILOT on non-profit organizations in Portland. This is a short-sighted Robyn Wardell Development Officer idea. If non-profits stop doing their important work, the City will pay a lot more managing the Sarah Gaba crises that arise when people are unable to be housed and supported in achieving and Asset Management Director Meredith Smith maintaining stability in the community. It is the difference between Portland being a nice Supportive Housing Manager place to be, to run a business, to visit as a tourist, or to live – and place where people with the Sarah Derosier most challenging presentations are left in instability, interfering with everything on that list. Asset Manager Sam Lowry Compliance Manager Please don’t be misled to think that this will make very little difference, or you can apply this in a very selective and limited fashion causing no harm. This is a slippery slope, and it will drive non-profit organizations like ours away from doing their important work in Portland. One City Center, 4th Floor · Portland, ME 04101 · phone 207.879.0347 · fax 207.879.0348 www.chomhousing.org Page 110 Thank you for your consideration. One City Center, 4th Floor · Portland, ME 04101 · phone 207.879.0347 · fax 207.879.0348 www.chomhousing.org Page 111 Tiffany Mullen <tgm@portlandmaine.gov> Maine Association of Nonprofits PILOT testimony 1 message 'Mary Alice Scott' via Finance <Finance@portlandmaine.gov> Wed, Sep 25, 2024 at 2:05 PM Reply-To: Mary Alice Scott <mascott@nonprofitmaine.org> To: "boconnell@portlandmaine.gov" <boconnell@portlandmaine.gov>, "finance@portlandmaine.gov" <finance@portlandmaine.gov> Hello, Please find our comments regarding Portland’s PILOT proposal attached. Thank you! Mary Alice Mary Alice Scott she / her / hers (Why Pronouns Matter) Public Affairs Manager Maine Association of Nonprofits (207) 871-1885 Please update your records with our new address: 30 Danforth St. Suite 213, Portland, ME 04101 PILOT Testimony 9.26 Finance Committee.pdf 74K Page 112 Testimony in Opposition to the Proposed Portland Policy for Nonprofit Organizations to Make Payments in Lieu of Taxes (PILOT) City of Portland Finance Committee Meeting Thursday, September 26, 2024 Good evening, Chair Councilor Trevorrow, and members of the Finance Committee. My name is Jennifer Hutchins, and I am the Executive Director of Maine Association of Nonprofits (MANP). I am here today to speak in opposition to the proposed policy for charitable nonprofits to make Payments-in-Lieu of Taxes (PILOT). MANP is a growing membership organization made up of over 1,000 nonprofit members from all 16 counties. For 30 years, MANP has grown to become Maine’s comprehensive resource for the tools, knowledge, and connections nonprofits need to be effective and well-run. Nonprofits maintain and promote the public good throughout our community, providing many essential, high-impact and community-based services. By definition, charitable nonprofits ensure that “profit” is reinvested in community benefits. Through this work, we augment government efforts to strengthen the resiliency of our community, and we support community members in need. Nonprofits earn their tax exemptions every day by dedicating themselves to the public good, reducing the burdens of government and offsetting expenditures that might otherwise be made from tax revenues, and by giving up profits, privacy, and politics in pursuit of their missions. As part of our testimony, we have also submitted a letter, signed by two dozen charitable nonprofits, outlining why it makes sense for this committee to reject the PILOT proposal. I would also like to mention that we have spoken with organizations who are reluctant to add their name to this list, or to speak publicly today. These organizations have critical partnerships with the City, and fear that speaking out against this policy could damage that partnership, or even endanger support for their critical programming. Nonprofits Provide a Community Benefit The nonprofit community plays a very important role in Maine’s economy. Maine nonprofits employ one in six Maine workers and contribute more than $14 billion dollars per year to the economy through wages paid, retail and wholesale purchases, and professional service contracts. This group of vibrant nonprofit organizations invests significant financial and organizational resources in their communities and mobilizes over 400,000 volunteers annually – volunteers who donate almost $900 million in time and resources to their communities. Municipalities provide important services, such as fire and police protection, sanitation services, and general infrastructure, to their communities. Nonprofits also provide important services, such as housing, mental health services, transportation, conservation, job training, and other enrichment opportunities, to municipalities. They can also foster innovation, community engagement and entrepreneurship. Because many of these services, if not provided by nonprofits, would fall to the responsibility of the government, nonprofits relieve some of the burden of government. 30 Danforth St. Ste 213 www.NonprofitMaine.org Portland, ME 04101 207.871.1885 Page 113 We are sympathetic to municipal fiscal pressures – in fact, nonprofits are facing many of the same forces. Nonprofits and municipal governments are both facing receding federal funding, increased labor costs, and a continued need for a high level of service. But it does not make sense for Portland to turn to nonprofits to make up this fiscal shortfall, especially when our organizations also lack the levers that private businesses have to fund programs and services. Significant Change in Approach The proposal PILOT and SILOT policy formalizes and significantly changes the city’s current PILOT policy. In doing so, it dramatically changes the city’s approach to nonprofits. Portland’s nonprofits are unique and vary significantly by mission, size, and services. The current PILOT program recognizes that one size does not fit all, and that assessed property value does not correlate to services used. The annual conversation that currently occurs between nonprofits and the city encourages direct and open communication and fosters understanding about the services provided by both parties. While the proposed policy is “voluntary,” the way in which it’s written, it appears that “voluntary” is in name only. Nonprofits would be sent a bill twice a year, nonprofits would have only 30 days to submit a SILOT credit application, and the city intends to effectively “name and shame” charitable nonprofits by publishing an annual list of who has been billed, and who has submitted a payment. The memo even concedes that a mandatory policy “runs counter to the spirit of partnership between the City and its local institutions,” and yet the very next sentence of the memo says “All non‐profit institutions should participate in the PILOT program.” As stated above, charitable nonprofits are already concerned about how speaking out about this program could impact their working relationships with the city. Moving forward with this policy will only make that worse. Negative Impact on Portland’s Communities Portland’s nonprofits provide important services to their community. If the city moves forward with this policy, its nonprofits would have to either increase fees for service or reduce or eliminate services for those with low income, mental health issues, without housing, battling opioid addiction, food insecurity, at-risk youth, etc. Among Portland’s nonprofits that would face difficult decisions are organizations that attract visitors who contribute money to the economy while also operating at very tight margins in order to provide cultural attractions that businesses and property owners benefit from. We urge the committee to leave the current policy as it is and to continue to work together to address the needs of the city. While the city may be interested in increased revenue, nonprofits are facing difficult times. The City and its nonprofits should be working together to continue moving Portland forward and not be pitted against each other. Thank you for your consideration and we urge you to reject this proposal. 30 Danforth St. Ste 213 www.NonprofitMaine.org Portland, ME 04101 207.871.1885 Page 114 Tiffany Mullen <tgm@portlandmaine.gov> Maine Association of Independent Schools Opposition to PILOT proposal 1 message Walker, Daniel W. <DWalker@preti.com> Thu, Sep 26, 2024 at 4:33 PM To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Cc: "Geoff Wagg (gwagg@waynflete.org)" <gwagg@waynflete.org>, "Pecoraro @ Cheverus" <pecoraro@cheverus.org> This message was sent securely using Zix® Chair Trevorrow, members of the Finance Committee, and Mayor Dion, Attached please find testimony opposing the Finance Committee’s proposal for a PILOT program in Portland. Please do not hesitate to contact me with any questions. Thanks, Dan Daniel W. Walker Chair, Government Affairs Practice Group 207.623.5300 Tel dwalker@preti.com Bio | LinkedIn | Twitter | preti.com PretiFlaherty 45 Memorial Circle P.O. Box 1058 Augusta, ME 04332-1058 This E-Mail may contain information that is privileged, confidential and / or exempt from discovery or disclosure under applicable law. Unintended transmission shall not constitute waiver of the attorney-client or any other privilege. If you are not the intended recipient of this communication, and have received it in error, please do not distribute it and notify me immediately by E-mail at dwalker@preti.com or via telephone at 207.623.5300 and delete the original message. Unless expressly stated in this e-mail, nothing in this message or any attachment should be construed as a digital or electronic signature or as a legal opinion. This message was secured by Zix&#174. MAIS PILOT opposition testimony to Portland Finance Committee 9-26-24.pdf 417K Page 115 MAIS Maine Association of Independent Schools September 26, 2024 Portland City Council Finance Committee Portland, ME Via e-mail: finance@portlandmaine.gov RE: MAIS Opposition to Finance Committee’s PILOT Proposal Chair Trevorrow and Members of the Portland City Council Finance Committee: The Maine Association of Independent Schools is a diverse group of educational institutions1 including schools with varied missions, schools which serve primarily public-tuition students, and some sectarian schools. MAIS has two member schools, Waynflete and Cheverus High School, within Portland, Maine, and we oppose this effort by the Finance Committee to develop a PILOT proposal. Both schools would be negatively impacted by a PILOT program, and we strongly oppose putting this additional cost onto those responsible for K-12 education. • Many nonprofits, including private schools, operate on tight budgets with little excess cash. They often rely on a combination of tuition, donations, and grants to fund their operations and programs. Any surplus is typically reinvested into improving programs, maintaining facilities, or building modest reserves for financial stability. o Instituting this program could mean: ▪ Raising tuition or fees, which could make services less accessible ▪ Cutting programs or services ▪ Reducing staff or salaries ▪ Deferring necessary maintenance or improvements ▪ Reducing financial aid or scholarships • A number of Portland residents pay taxes in the City, but choose to send their children to local independent schools, which is a huge savings to the City. The following data relates to students who reside in the City of Portland enrolled at both Waynflete and Cheverus High School: o Census – 278 o Cost per pupil – $17,597 o Total saved the City – $4,891,966 1 The Bay School, Berwick Academy, Bridgton Academy, Carrabassett Valley Academy, Foxcroft Academy, Fryeburg Academy, George Stevens Academy, Cheverus High School, Erskine Academy, Gould Academy, Hebron Academy, Hyde School, John Bapst Memorial High School, Kents Hill School, Lee Academy, Lincoln Academy, Maine Central Institute, Maine Coast Waldorf School, North Yarmouth Academy, Thornton Academy, Washington Academy, and Waynflete School. 22285573.1 Page 116 MAIS Maine Association of Independent Schools • Portland’s independent schools already make a number of payments to the City of Portland and provide much benefit to the City. See attached summary documents from Cheverus and Waynflete. o Cheverus High School current payments to the City of Portland 2023- 24 actual: 1. Stormwater assessment and compliance $29,268.00, 2. Facility usage – Troubh Ice Arena $25,557.32, 3. Real estate taxes: 292 Ocean Avenue, 18 Bay Street $11,414.60, 4. Facility usage – Merrill Auditorium $7,775.00, 5. City of Portland Recreation Department - Fitzy $4,975.00, 6. Police Department $3,925.05, 7. Licensing and registration $3,212.48, 8. Deering High School – ski co-op fee $3,150.00, 9. Portland High School – tournament fee $100.00 Total: $89,377.45 o Waynflete School current payments to the City of Portland 2023-24 actual: 1. Stormwater assessment and compliance $14,787 2. Portland Water District $23,770 3. Real estate taxes for 305 Danforth, 3 Storer, 184 & 290 Osgood St Houses, Chandler St parcels $34,879 4. Police Department $4,200 5. Fire Department alarm maintenance fee $675 6. Licensing and registration $ 494 7. Portland High School tournament fees $2,350 Total: $81,155 Taking into account services that Portland’s nonprofits provide to the city residents, the most that City of Portland could raise from such a Portland PILOT program would be around $2- 3M. Raising such a small percentage of Portland’s budget from the City’s nonprofit community is not worth the effort or damage to these nonprofits and the services they provide to the city and its residents. Please do not hesitate to reach out to us with any questions or concerns. Sincerely, Daniel W. Walker dwalker@preti.com cc: Geoff Wagg, Head of School, Waynflete Father Bob Pecoraro S.J., President, Cheverus High School 22285573.1 Page 117 Ct- HEVERUS Academic Excellence in the Jesuit Tradition Version date: July 22, 2024 t for Payment In Lieu of Taxes(PILOT)— City ofPortland Draf Cheverus High School current payments to the City ofPortland 2023-24 actual: 1. Stormwater assessment and compliance $29,268.00, 2. Facility usage — Troubh Ice Arena $25,557.32, 3. Real estate taxes: 292 Ocean Avenue, 18 Bay Street $11,414.60, 4. Facility usage — Merrill Auditorium $ 7,775.00, 5. City of Portland Recreation Department - Fitzy $ 4,975.00, 6. Police Department $ 3,925.05, 7. Licensing and registration $ 3,212.48, 8. Deering High School — ski co-op fee $ 3,150.00, 9. Portland High School — tournament fee $ 100.00 Total: $ 89,377.45 Other amenities offered to City of Portland residents: 1. Free access to 267 Ocean Avenue for July 4 fireworks viewing, 2. Free access to clinics: baseball, basketball, football, ice hockey, lacrosse softball, and softball, 3. Free access to games and meets: soccer, field hockey, cross country, baseball, outdoor track, and softball, 4. Paid access to football, ice hockey, basketball, and drama events, and 5. Free overflow parking upon written request Students who reside in the City of Portland enrolled at Cheverus High School: Census is: 93 Cost per pupil is $17,597 Total saved the City is: $1,636,521 Camper slots were enrolled in a summer camp program(s) in 2024: Census is: 967 Campers from Portland: 92 z67 ocean Avenue Portland ML o. 103 J07.7740238 www.cheverus.org Page 118 Waynflete Version date: July 24, 2024 Draft for Payment In Lieu of Taxes (PILOT) — City of Portland Waynflete School current payments to the City of Portland 2023-24 actual: 1. Stormwater assessment and compliance $14,787 2. Portland Water District $23,770 3. Real estate taxes for 305 Danforth, 3 Storer, 184 & 290 Osgood St Houses, Chandler St parcels $34,879 4. Police Department $4,200 5. Fire Department alarm maintenance fee $675 6. Licensing and registration $ 494 7. Portland High School tournament fees $2,350 Other programs/amenities offered to City of Portland residents: 1 Financial aid to city residents: 81 students totalling $2,219,462 2. Free access to Fore River Fields walking trails and tennis courts 3. Free access to games: soccer, field hockey, cross country, baseball, lacrosse 4. Neighborhood use of playgrounds at 360 Spring Street 5. Free Level 2 Car Charging at 360 Spring Street 6. Reiche School mentoring program 7. Summer program offerings Students who reside in the City of Portland enrolled at Waynflete School: Census is: 185 Cost per pupil is $17,597 Total saved the City is: $3,255,445 Camper slots were enrolled in a summer camp program(s) in 2024: Census is: 664 campers from 514 Households Campers from Portland: 191 campers from 152 Households P_roperty taxes paid by Portland residents with students enrolled at Waynflete School: $2,382,800. Page 119 Tiffany Mullen <tgm@portlandmaine.gov> Maine Independent Colleges Association's Testimony Opposing PILOT proposal 1 message Walker, Daniel W. <DWalker@preti.com> Thu, Sep 26, 2024 at 4:53 PM To: "finance@portlandmaine.gov" <finance@portlandmaine.gov> Cc: "James Herbert Ph. D. (jherbert1@une.edu)" <jherbert1@une.edu>, "Laura Freid (lfreid@meca.edu)" <lfreid@meca.edu> This message was sent securely using Zix® Chair Trevorrow, members of the Finance Committee, and Mayor Dion, Attached please find testimony from the Maine Independent Colleges Association opposing the Finance Committee’s proposal for a PILOT program in Portland. Please do not hesitate to contact us with any questions. Thanks, Dan Daniel W. Walker Chair, Government Affairs Practice Group 207.623.5300 Tel dwalker@preti.com Bio | LinkedIn | Twitter | preti.com PretiFlaherty 45 Memorial Circle P.O. Box 1058 Augusta, ME 04332-1058 This E-Mail may contain information that is privileged, confidential and / or exempt from discovery or disclosure under applicable law. Unintended transmission shall not constitute waiver of the attorney-client or any other privilege. If you are not the intended recipient of this communication, and have received it in error, please do not distribute it and notify me immediately by E-mail at dwalker@preti.com or via telephone at 207.623.5300 and delete the original message. Unless expressly stated in this e-mail, nothing in this message or any attachment should be construed as a digital or electronic signature or as a legal opinion. This message was secured by Zix&#174. MICA Opposition to PILOT to Portland Finance Committee 9-26-24.pdf 491K Page 120 Maine Independent Colleges Association September 26, 2024 Portland City Council Finance Committee Portland, ME Via e-mail: finance@portlandmaine.gov RE: Maine Independent Colleges Association (MICA) Opposition to Finance Committee’s PILOT Proposal Dear Chair Trevorrow and Members of the Portland City Council Finance Committee, The Maine Independent Colleges Association ("MICA") represents 11 private, nonprofit colleges and universities1 throughout Maine that serve over 32,000 students, over 4,000 of whom are from Maine. These institutions are located in municipalities of all sizes across the State, including three in Portland — University of New England, Maine College of Art & Design, and the Roux Institute. While they share the attributes of being private and nonprofit, these institutions are highly diverse and serve very different aspects of the educational needs of Maine people. Together they serve thousands of students in Portland (of which many receive financial aid from the institution) employ hundreds of Portland residents, and provide community services to the City. Although a potential Portland PILOT program is being developed with the noble goal of attempting to provide tax relief to the residents of Portland, MICA cannot support this effort, as it will be destructive to the fabric of nonprofits in the City, especially the private nonprofit higher education institutions. Attached please find a document from the Maine College of Art & Design detailing their economic impact and community benefits. You should also receive similar information from UNE. 1. Imposing such a fee on private non-profit colleges will only hurt access to higher education and workforce training. A PILOT fee would be a major blow to the ability of our tuition driven schools to provide affordable higher education, especially to our small schools with minimal endowments. About 2/3rd of future jobs will require a college education and only 1/3 of our workforce currently has a degree. Maine's Independent Colleges play a huge role in attaining that vision for Maine. These higher education institutions provide workforce training and the foundation for job creation with little help from the state and city. 1 Bates College, Bowdoin College, Colby College, College of the Atlantic, Husson University, Maine College of Art & Design, Roux Institute at Northeastern University, St. Joseph's College of Maine, Thomas College, Unity College, and the University of New England. Page 121 Maine Independent Colleges Association 2. Value of services and public benefits provided by Portland's private non-profit colleges and universities to their host communities and the region outweigh the value of the property tax obligation. MICA member schools provide community services and many varied facilities to Portland residents. Such services include medical and dental clinics and continuing education. These institutions provide cultural and other benefits to the residents of Portland, including acting as a hub and magnet for the City's creative economy and partnering with local businesses, schools, and nonprofits. They also provide access to libraries, athletic facilities, clinics, musical performances, lectures, and career training. A PILOT program would inevitably reduce the level of these free and subsidized services. Taking into account services that Portland's nonprofits provide to the city residents, the most that City of Portland could raise from such a Portland PILOT program appears to be around $2M. Raising such a small percentage of Portland's budget from the City's nonprofit community is not worth the effort or damage to these nonprofits and the services they provide. Please do not hesitate to reach out to us with any questions or concerns. Sincerely, Daniel W. Walker dwalker@preti.com cc: President James Herbert, University of New England President Laura Freid, Maine College of Art & Design Page 122 Maine College of Art & Design (MECA&D), the only college in the state dedicated to art and design, is Maine's largest employer of visual artists; In 2023, MECA&D supported $37,683,000 in total economic output with $10,897,000 in total earnings to Maine workers. Our students have contributed an estimated 97,000 hours of community service. In 2016, MECA&D was awarded the Economic Development Achievement Award from the City of Portland for its longtime commitment to Portland's downtown and its benefits to the current and future workforce. I n Academic Year 2023-2024, more than 31% of our first-year students were first-generation. MECA&D is an internationally recognized magnet for attracting talented artists and designers to the state of Maine; almost 50% of our graduates stay in Maine after completing their education, with half residing in Portland and half living and working in rural areas throughout the state. Greater Portland's nonprofit arts and culture industry generated $86 million in economic activity in 2022, according to the Arts & Economic Prosperity 6 (AEP6), an economic and social impact study conducted by Americans for the Arts (AFTA). This study highlighted the vital role of arts and culture in building m ore livable communities. That economic activity — $58.2 million in spending by nonprofit arts and culture organizations and $27.8 million in event-related spending by their audiences — supported 1,872 jobs and generated $20.7 million in local, state, and federal government revenue. Spending by arts and culture audiences generates valuable commerce to local merchants, a value-add that few other industries can compete with. M ECA&D is a driving force in the local and state creative economies, with a proven record of contributing to Maine's workforce while vitalizing Portland's Arts District. Professional development is embedded in the MECA&D experience through our curricula, internships, grant programs, residencies, and professional practice workshops. Through our Public Engagement Minor, M ECA&D has partnered on projects with over 59 Maine nonprofits, 9 Maine local businesses, and 20 Maine schools. A number of MECA&D-related b usinesses are nationally recognized and over 100 businesses in the greater Portland area were founded by, are owned by, or employ MECA&D alumni. Our Continuing Studies Program invites individuals of all ages, backgrounds, and skill levels to take advantage of our high-caliber faculty, and professional, i ntimate learning environments and serves approximately 1200 adult and youth learners annually. Our 10-month Master of Arts in Teaching meets established Page 123 workforce needs while creatively serving children and youths in PK-12 schools, m useums, community-based, and alternative settings. Our Salt Institute in Documentary Studies is a unique, one-semester, career-driven program, featuring radio, podcasting, and short film tracks. Our studio-based Master in Fine Arts (MFA) program features renowned faculty, visiting artists, and graduate advisors in a structure that promotes the development of a professional. lifelong practice. Our 11 BFA Majors and 6 Minors teach students (more than 75% from New England) to become inventive, skilled, self-disciplined, engaged makers in the world. We envision that E-Learning will eventually become a core pathway of delivery for our art education and professional development services. Our Art and Entrepreneurship Minor gives students the opportunity to pursue an entrepreneurial focus across studio disciplines. Through project-based, experiential courses, client projects, internships, workshops and community partnerships, students develop a range of skills to launch and successfully grow their entrepreneurial endeavors. This interdisciplinary minor is designed to help students transform any discipline or concept into a real-world venture. The Public Engagement Minor is a four-year curricular pathway that integrates art, real world problems and community partners into its teaching curriculum. The minor is a model. for interdisciplinary education with an extraordinary pre-professional program, exposing students to skills for a variety of careers in nonprofit and educational organizations, art institutions, graduate study, and expanded notions of entrepreneurial studio practice. M ECA&D has a strong commitment to the creative workforce in Maine. The College's commitment to professional development is woven throughout our curriculum; our commitment to public engagement and working with local partners; our Artists at Work Program for students and alumni, which offers career guidance, a job board, internships, workshops, a Portfolio Review Day; and a variety of other opportunities. Page 124
Finance Committee — Portland, ME