2022-01-26T09:13:20-06:00 2021-08-31 521224986 PKS & COMPANY PA 1801 SWEETBAY DRIVE SALISBURY MD 21804 990 2020-09-01 526016589 UNITED WAY OF THE LOWER EASTERN SHORE INC UNIT 4107425143 803 NORTH SALISBURY BLVD NO 2100 SALISBURY MD 21801 PAMELA R GREGORY PRESIDENT & CEO 4107425143 2022-01-19 1 PAMELA GREGORY 999009999 ANDREW M HAYNIE CPA P00440764 4105465600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAMELA R GREGORY 803 N SALISBURY BOULEVARD SUITE 2100 SALISBURY MD 21801 1920601 0 X WWW.UWLES.ORG X 1944 MD UNITED WAY OF THE LOWER EASTERN SHORE HARNESSES THE POWER OF OUR COMMUNITY TO ADVANCE HEALTH, EDUCATION, AND FINANCIAL STABILITY. 31 31 10 0 0 0 1985825 1667865 0 0 127766 129049 164064 105444 2277655 1902358 975451 665160 0 0 564214 471105 0 0 222481 372589 384262 1912254 1520527 365401 381831 867228 1111551 608723 471215 258505 640336 X TO CONNECT LOCAL COMMUNITY MEMBERS IN DORCHESTER, SOMERSET, WICOMICO, AND WORCESTER COUNTIES WITH DIRECT AND PARTNER RESOURCES TO STRENGTHEN THE HEALTH, EDUCATION, AND FINANCIAL STABILITY FOR ALL NEIGHBORS. 0 0 665160 665160 COMMUNITY INVESTMENT: UNITED WAY OF THE LOWER EASTERN SHORE INVESTS CONTRIBUTIONS IN THREE IMPACT AREAS 1) HELPING CHILDREN AND ADULTS SUCCEED IN LEARNING TO REACH THEIR POTENTIAL; 2) PROVIDING EMERGENCY AND CRISIS HELP AND SUPPORT FOR INDIVIDUALS AND FAMILIES TO ACHIEVE ECONOMIC SECURITY AND STABILITY; AND 3) IMPROVING ACCESS TO AND AWARENESS OF LOCAL HEALTH AND WELLNESS SERVICES TO EMPOWER AND SUPPORT ALL NEIGHBORS IN ACHIEVING BETTER HEALTH AND WELLNESS. INTENSE STEWARDSHIP OF DONORS' DOLLARS IS PROVIDED TO ENSURE ALL CONTRIBUTIONS ARE DIRECTED TO LOCAL PROGRAMS SERVING THESE AREAS OF GREAT NEED IN THE COMMUNITY. THIS IS ACHIEVED EACH YEAR THROUGH A NETWORK OF COMMUNITY VOLUNTEERS SERVING ON THE COMMUNITY IMPACT COMMITTEE FROM ALL FOUR COUNTIES WHO, IN CONJUNCTION WITH UNITED WAY STAFF, EVALUATE THE COMMUNITY NEEDS AND THE AGENCIES AND PROGRAMS WHICH DEMONSTRATE MEASURABLE RESULTS IN ADDRESSING THE NEEDS, INVESTING CONTRIBUTIONS INTO LOCAL PROGRAMS IN THE MOST EFFICIENT AND EFFECTIVE MANNER POSSIBLE, DIRECTING DOLLARS TO SPECIFIC PROGRAMS THAT ARE HELPING LOWER SHORE RESIDENTS. THE PROCESS ALLOWS UNITED WAY DONORS THE ADDED VALUE OF A SUPERIOR LEVEL OF ACCOUNTABILITY AND STEWARDSHIP FOR THEIR CONTRIBUTIONS. THE UNITED WAY COMMUNITY IMPACT COMMITTEE DEDICATES OVER 1,000 HOURS ANNUALLY TO ANALYZE EVERY PROGRAM'S OPERATIONS, BUDGET AND OUTCOMES IN DETAIL AND CONDUCTS COMPREHENSIVE SITE REVIEWS. DUE TO COVID-19, THESE REVIEWS WERE HELD VIA VIDEO CONFERENCE IN 2021. IN THE 2020-2021 YEAR, UNITED WAY OF THE LOWER EASTERN SHORE AND 40 LOCAL NONPROFIT ENTITIES RECEIVED CRITICAL FUNDING TO SUPPORT 77 PROGRAMS SERVING LOWER EASTERN SHORE RESIDENTS. 517150 IN ADDITION TO FUNDING LOCAL PROGRAMS, UNITED WAY OF THE LOWER EASTERN SHORE PROVIDES DIRECT PROGRAMS, INCLUDING FOR 2020-2021: THE IMAGINATION LIBRARY LITERACY PROGRAM FOR BIRTH-FIVE, INFORMATION & REFERRAL SERVICES, COLLEGIATE STUDENT UNITED WAY COMMUNITY SERVICE CLUBS, WELLNESS MADE EASY HEALTH LITERACY PROGRAM, READ TO SUCCEED READING SUPPORT PROGRAM FOR EARLY ELEMENTARY STUDENTS, JUMPSTART DEVELOPMENT SUPPORT PROGRAM FOR NONPROFITS, WOMEN UNITED AND EMERGING LEADERS AFFINITY/VOLUNTEER GROUPS, NONPROFIT TRAINING AND SUPPORT, ADDICTION AWARENESS YOUTH ART COMPETITION, AND THE MARYLAND ALICE REPORT. UNITED WAY OF THE LOWER EASTERN SHORE ALSO OPERATES THE GET CONNECTED VOLUNTEER CERNTER, AS THE DESIGNATED VOLUNTEER CENTER FOR THE LOWER SHORE OF MARYLAND, TO CONNECT ALL COMMUNITY MEMBERS WITH OPPORTUNITIES TO VOLUNTEER WITH OVER 140 LOCAL NONPROFITS ACROSS THE REGION, PROVIDING FREE ACCESS TO EVERYONE TO MANAGE AND TRACK VOLUNTEER IMPACT. UNITED WAY OF THE LOWER EASTERN SHORE IS INVOLVED IN SIGNIFICANT COMMUNITY OUTREACH AND ENGAGES IN NUMEROUS COMMUNITY AND REGIONAL PARTNERSHIPS AND COLLABORATIONS TO ELEVATE AWARENESS AND OPPORTUNITIES TO HELP NEIGHBORS IN NEED. IN CONTINUED RESPONSE TO THE COVID-19 PANDEMIC, UNITED WAY OF THE LOWER EASTERN SHORE CONTINUED ITS LIVE UNITED RESPONSE FUND TO PROVIDE GRANT OPPORTUNITIES FOR LOCAL NONPROFITS TO ADAPT SERVICES TO CHANGING NEEDS. UNITED WAY OF THE LOWER EASTERN IS A KEY PARNTER AND LEADER IN LOCAL COVID RESPONSE TASK FORCES AND ADVOCACY GROUPS. 1182310 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X X STEVEN FULKROD 4107425143 803 NORTH SALISBURY BOULEVARD SUITE SALISBURY MD 21801 MICHELE CANOPII DIRECTOR 10.00 X 0 0 0 MATTHEW CHANCE TREASURER/SECRETARY 10.00 X X 0 0 0 STEVEN FARROW VICE CHAIR PERSONNEL 10.00 X X 0 0 0 MICHAEL FRANKLIN DIRECTOR 10.00 X 0 0 0 JOHN GADDIS CO-VICE CHAIR SOMERSET COUNTY 10.00 X X 0 0 0 ROY GEISER DIRECTOR 10.00 X 0 0 0 DONNA HANLIN DIRECTOR 10.00 X 0 0 0 AMY HASSON DIRECTOR 10.00 X 0 0 0 BRYAN HURST DIRECTOR 10.00 X 0 0 0 JENNIFER LAYTON CO-VICE CHAIR DORCHESTER COUNTY 10.00 X X 0 0 0 GUS LEBOIS DIRECTOR 10.00 X 0 0 0 JIM LIST CO-VICE CHAIR WORCESTER COUNTY 10.00 X X 0 0 0 MARY MENGASON DIRECTOR 10.00 X 0 0 0 ROBERT MOCK DIRECTOR 10.00 X 0 0 0 CORTNEY MONAR CO-VICE CHAIR SOMERSET COUNTY 10.00 X X 0 0 0 SHARON MORRIS VICE CHAIR WICOMICO COUNTY 10.00 X X 0 0 0 BRYAN NEWTON CHAIR 10.00 X X 0 0 0 SUSAN PARKER DIRECTOR 10.00 X 0 0 0 BETH REID IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 JESSE REID DIRECTOR 10.00 X 0 0 0 LAURA RODRIGUEZ VICE CHAIR SPECIAL PROJECTS 10.00 X X 0 0 0 CHANTAL RUSSUM DIRECTOR 10.00 X 0 0 0 CANDICE SCHROEPFER DIRECTOR 10.00 X 0 0 0 DANA SEILER VICE CHAIR MESSAGING 10.00 X X 0 0 0 JOY STRAND EXECUTIVE VICE CHAIR AND COMMUNITY IMPACT CHAIR 10.00 X X 0 0 0 COLE TAUSTIN CO-VICE CHAIR WORCESTER COUNTY 10.00 X X 0 0 0 ANNETTE WALLACE DIRECTOR 10.00 X 0 0 0 BETH WILSON VICE CHAIR DORCHESTER COUNTY 10.00 X X 0 0 0 MEMO DIRIKER DIRECTOR 10.00 X 0 0 0 SUSAN JONES DIRECTOR 10.00 X 0 0 0 ALEXIS ROSKOVICH EMERGING LEADERS LIAISON (NON-VOTING) 10.00 X 0 0 0 SONYA WHITED DIRECTOR 10.00 X 0 0 0 PAM GREGORY PRESIDENT/CEO (NON-VOTING) 40.00 X 93451 0 0 93451 0 0 0 0 0 0 0 290544 1377321 1667865 129049 129049 123687 18243 105444 105444 1902358 0 0 234493 665160 665160 93451 44857 16821 31773 323475 156625 58776 108074 16447 8148 2780 5519 37732 18225 6845 12662 10000 10000 500 500 13516 9533 1832 2151 64559 48419 6456 9684 313 128 128 57 168 99 69 2958 2724 234 31620 24506 2372 4742 7225 5170 1021 1034 4169 2007 1014 1148 OTHER PROGRAM EXPENSES 157414 157043 371 CAMPAIGN EXPENSES 34425 34425 ANNUAL MEETING AND VOLU 29180 29180 EQUIPMENT AND RENTAL MA 28215 12710 4967 10538 1520527 1182310 115736 222481 504059 439167 24184 293530 283215 275072 30557 44725 65833 74279 66887 11045 7392 867228 1111551 62630 54600 311738 189681 119800 0 114555 226934 608723 471215 X 258505 640336 258505 640336 867228 1111551 381831 0 X X 0 1 X 1 0 X 1790559 1975347 1639184 1985646 1377320 8768056 1790559 1975347 1639184 1985646 1377320 8768056 8768056 124428 127928 129236 127766 129049 638407 9406463 1150220 0.93210 0.93470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2678 2650 28 71601 64237 7364 7392 DEFERRED REVENUE 226934 226934 1866379 101087 101087 1765292 137066 137066 1902358 1484548 101087 101087 1383461 137066 137066 1520527 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 137,066. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 137,066. HOME FOR THE HOLIDAYS 68571 68571 6780 GOLF 23403 23403 8534 10 31713 31713 2929 123687 123687 18243 18243 105444 1 AMERICAN RED CROSS OF THE DELMARVA PENINSULA 100 WEST 10TH STREET WILMINGTON DE 19801 530196605 16167 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. BIG BROTHERS BIG SISTERS OF THE EASTERN SHORE INC 200 W MAIN ST 3RD FLOOR SALISBURY MD 21801 813569849 26546 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CATHOLIC CHARITIES - SETON CENTER PO BOX 401 PRINCESS ANNE MD 21853 510065685 39312 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CHESAPEAKE HOUSING MISSION INC PO BOX 1061 SALISBURY MD 21801 263435626 17103 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. COASTAL HOSPICE PO BOX 1733 SALISBURY MD 21802 521214775 19695 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COMMUNITY SERVICES 2450 CAMBRIDGE BELTWAY CAMBRIDGE MD 21613 521000521 30717 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DIAKONIA 12747 OLD BRIDGE ROAD OCEAN CITY MD 21842 521381317 38363 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EASTERSEAL DE & MD'S EASTERN SHORE 1336 BELMONT AVE SUITE 502 SALISBURY MD 21804 510066728 7563 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EPOCH DREAM CENTER PO BOX 218 HEBRON MD 21830 461753777 20936 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. FOR ALL SEASONS 300 TALBOT ST EASTON MD 21601 521496434 10484 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. GIRL SCOUTS CHESAPEAKE BAY 1346 BELMONT AVENUE STE 601 SALISBURY MD 21804 510064337 21528 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HABITAT FOR HUMANITY 908 W ISABELLA ST SALISBURY MD 21801 521522421 14661 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HORIZONS DELMARVA 225 N DIVISION ST SALISBURY MD 21804 474423393 21562 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LIFE CRISIS CENTER PO BOX 387 SALISBURY MD 21803 521147731 37959 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MAC INC 909 PROGRESS CIRCLE 100 SALISBURY MD 21804 520992005 135234 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY SUBSTANCE ABUSE 726 S SALISBURY BOULEVARD STE E SALISBURY MD 21804 521609890 13445 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY URBAN MINISTRIES PO BOX 1792 SALISBURY MD 21802 522043085 13523 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALVATION ARMY - CAMBRIDGE MD 200 WASHINGTON ST CAMBRIDGE MD 21613 580660607 6780 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALVATION ARMY - SALISBURY MD 407 OAK STREET SALISBURY MD 21804 520591457 44862 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SAMARITAN MINISTRIES INC PO BOX 661 POCOMOKE MD 21851 522080155 18439 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. VILLAGE OF HOPE 1001 LAKE STREET SALISBURY MD 21801 521631603 19619 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER COUNTY YOUTH & FAMILY COUNSELING 124 N MAIN ST SUITE C BERLIN MD 21811 521227987 31753 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LOWER SHORE ENTERPRISES 28475 OWENS BRANCH RD SALISBURY MD 21801 520857128 5987 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MID SHORE CMC 8626 BROOKS DRIVE UNIT 204 EASTON MD 21601 202779553 8933 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. POSITIVE STRIDES THERAPEUTIC RIDING CENTER PO BOX 391 EASTON MD 21601 521784328 6499 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WICOMICO COUNTY FREE LIBRARY 122 SOUTH DIVISION STREET SALISBURY MD 21801 520658332 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. PART I, LINE 2: A NETWORK OF COMMUNITY VOLUNTEERS SERVE ON THE COMMUNITY IMPACT COMMITTEE FROM ALL FOUR COUNTIES WHO, IN CONJUNCTION WITH UNITED WAY STAFF, EVALUATE THE COMMUNITY NEEDS AND THE AGENCIES AND PROGRAMS WHICH DEMONSTRATE MEASURABLE RESULTS IN ADDRESSING THE NEEDS, INVESTING CONTRIBUTIONS INTO LOCAL PROGRAMS IN THE MOST EFFICIENT AND EFFECTIVE MANNER POSSIBLE, DIRECTING DOLLARS TO SPECIFIC PROGRAMS THAT ARE HELPING LOWER SHORE RESIDENTS. THE PROCESS ALLOWS UNITED WAY DONORS THE ADDED VALUE OF A SUPERIOR LEVEL OF ACCOUNTABILITY AND STEWARDSHIP FOR THEIR CONTRIBUTIONS. THE UNITED WAY COMMUNITY IMPACT COMMITTEE DEDICATES OVER 1,000 HOURS ANNUALLY TO ANALYZE EVERY PROGRAM'S OPERATIONS, BUDGET AND OUTCOMES IN DETAIL AND CONDUCTS COMPREHENSIVE SITE REVIEWS. DUE TO COVID-19, THESE REVIEWS WERE HELD VIA VIDEO CONFERENCE IN 2021. FUNDING PARTNERS ALSO SUBMIT UPDATE REPORTS AND ARE REQUIRED TO KEEP UWLES APPRISED OF ANY SIGNIFICANT CHANGES IN PROGRAM OR ADMINISTRATION AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE BY THE BOARD OF DIRECTORS REQUIRES MAJORITY APPROVAL, AND ARE NOTED IN THE MINUTES OF MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVEIWED BY THE BOARD TREASURER, BOARD CHAIR, PRESIDENT & CEO, AND FINANCE MANAGER, AT WHICH POINT IT IS PASSED ALONG TO THE AUDIT COMPLIANCE COMMITTEE FOR REVIEW, AND THEN ON TO THE FULL BOARD OF DIRECTORS FOR ITS INFORMATION. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY OF THE LOWER EASTERN SHORE REQUIRES ANNUAL CONFIRMATION IN WRITING THAT THEY HAVE/WILL READ THE POLICY CONCERNING CONFLICTS OF INTEREST AND WILL DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST THEY ARE AWARE OF. IN THE EVENT A CONFLICT OF INTEREST ARISES, UNITED WAY OF THE LOWER EASTERN SHORE EXECUTIVE COMMITTEE WILL REVIEW THE EXTENT OF SUCH AND TAKE ACTION ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF UNITED WAY OF THE LOWER EASTERN SHORE, INC.'S KEY PERSONNEL INCLUDES A REVIEW BY INDEPENDENT PEOPLE, THE EXECUTIVE COMMITTEE, AND THEN IS FORMALIZED IN THE BUDGETARY PROCESS, WHICH IS APPROVED IN THE MINUTES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 UNITED WAY OF THE LOWER EASTERN SHORE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE, GUIDESTAR, AND UPON WRITTEN REQUEST. SCHEDULE OF CONTRIBUTORS IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF THE LOWER EASTERN SHORE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS REMAINED UNCHANGED IN 2021.