2022-12-13T15:59:41-06:00 2022-08-31 263654652 ACCOUNTING STRATEGIES GROUP LLC PO BOX 369 PRESTON MD 21655 990 2021-09-01 526016589 UNITED WAY OF THE LOWER EASTERN SHORE INC UNIT 4107425143 803 NORTH SALISBURY BLVD 2100 SALISBURY MD 21801 PAMELA R GREGORY CEO/PRESIDENT 4107425143 2022-12-13 1 PAMELA GREGORY 999009999 LISA K DURHAM CPA P00749970 4106731384 2022-12-13 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAMELA R GREGORY 803 NORTH SALISBURY BLVD 2100 SALISBURY MD 21801 2152554 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 32 32 11 1749 0 0 1667865 1757328 0 0 129049 135417 105444 107787 1902358 2000532 665160 626119 0 0 471105 522496 0 0 319170 384262 584269 1520527 1732884 381831 267648 1111551 1302045 471215 396469 640336 905576 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 626119 626119 135417 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; 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 AND DIRECT DOLLARS TO SPECIFIC PROGRAMS THAT ARE EFFECTIVELY 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 EFFICIENCY AND EFFECTIVENESS AND CONDUCTS COMPREHENSIVE SITE REVIEWS. IN THE 2021-2022-YEAR, UNITED WAY OF THE LOWER EASTERN SHORE AND 41 LOCAL NONPROFIT ENTITIES RECEIVED FUNDING SUPPORT FOR 59 PROGRAMS SERVING LOWER EASTERN SHORE RESIDENTS. 660720 IN ADDITION TO FUNDING LOCAL PROGRAMS, THE UNITED WAY OF THE LOWER EASTERN SHORE PROVIDES DIRECT PROGRAMS, INCLUDING FOR 2021-2022: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 NON-PROFITS, WOMEN UNITED AND EMERGING LEADERS AFFINITY/VOLUNTEER GROUPS, NON-PROFIT 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 CENTER, AS THE DESIGNATED VOLUNTEER CENTER FOR THE LOWER SHORE OF MARYLAND, TO CONNECT ALL COMMUNITY MEMBERS WITH OPPORTUNITIES TO VOLUNTEER WITH ABOUT 150 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. UNITED WAY OF THE LOWER EASTERN SHORE IS A KEY PARTNER AND LEADER IN LOCAL COMMUNITY RESPONSE TASK FORCES AND ADVOCACY GROUPS. 1286839 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X X STEVEN FULKROD 4107425143 803 NORTH SALISBURY BLVD SUITE 2100 SALISBURY MD 21801 MICHELLE CANOPII CO VICE CHAIR WICOMICO COUNTY 1.00 0.00 X X 0 0 0 MATTHEW CHANCE TREASURER/SECRETARY 1.00 0.00 X X 0 0 0 MEMO DIRIKER DIRECTOR 1.00 0.00 X 0 0 0 STEVE FARROW VICE CHAIR MESSAGING 1.00 0.00 X X 0 0 0 KATHRYN FIDDLER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL FRANKLIN DIRECTOR 1.00 0.00 X 0 0 0 JOHN GADDIS CO VICE CHAIR SOMERSET COUNTY 1.00 0.00 X X 0 0 0 ROY GEISER DIRECTOR 1.00 0.00 X 0 0 0 DONNA HAMLIN DIRECTOR 1.00 0.00 X 0 0 0 AMY HASSON DIRECTOR 1.00 0.00 X 0 0 0 ANNETTE JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 CANDICE JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 SUSAN L JONES CO VICE CHAIR WORCESTER COUNTY 1.00 0.00 X X 0 0 0 JENNIFER LAYTON CO VICE CHAIR DORCHESTER COUNTY 1.00 0.00 X X 0 0 0 GUS LEBOIS DIRECTOR 1.00 0.00 X 0 0 0 JIM LIST EXECUTIVE VICE CHAIR 1.00 0.00 X X 0 0 0 MARY MENGASON DIRECTOR 1.00 0.00 X 0 0 0 VICKI MIELE DIRECTOR 1.00 0.00 X 0 0 0 ROBERT MOCK VICE CHAIR PERSONNEL 1.00 0.00 X X 0 0 0 CORTNEY MONAR CO VICE CHAIR SOMERSET COUNTY 1.00 0.00 X X 0 0 0 SHARON MORRIS CO VICE CHAIR WICOMICO COUNTY 1.00 0.00 X X 0 0 0 BRYAN NEWTON IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 BETH REID DIRECTOR 1.00 0.00 X 0 0 0 JESSE REID DIRECTOR 1.00 0.00 X 0 0 0 LAURA RODRIGUEZ VICE CHAIR SPECIAL PROJECTS 1.00 0.00 X X 0 0 0 MARK RUDNICK DIRECTOR 1.00 0.00 X 0 0 0 DANA SEILER VICE CHAIR COMMUNITY IMPACT 1.00 0.00 X X 0 0 0 TRACY SIMPSON DIRECTOR 1.00 0.00 X 0 0 0 JOY STRAND CHAIR 1.00 0.00 X X 0 0 0 COLE TAUSTIN CO VICE CHAIR WORCESTER COUNTY 1.00 0.00 X X 0 0 0 SONYA WHITED DIRECTOR 1.00 0.00 X 0 0 0 BETH WILSON CO VICE CHAIR DORCHESTER COUNTY 1.00 0.00 X X 0 0 0 PAMELA R GREGORY CEO/PRESIDENT (NONVOTING) 40.00 0.00 X X 95026 0 0 ALEXIS ROSKOVICH EMERGING LEADERS LIASON (NONVOTING) 1.00 0.00 X 0 0 0 95026 0 0 0 0 0 0 0 22494 390 1734444 140556 1757328 135570 135570 13979 14132 -153 -153 -153 245677 22494 137890 107787 107787 2000532 135417 0 107787 626119 626119 458440 217150 76060 165230 5530 2605 922 2003 17656 8155 2841 6660 40870 19255 6813 14802 10000 10000 10889 9256 1633 7983 5951 972 1060 89142 41695 14957 32490 1184 274 239 671 561 286 58 217 984 649 335 23429 18509 1640 3280 3314 2320 497 497 PROGRAM EXPENSES 268308 266346 981 981 CAMPAIGN EXPENSES 72059 0 0 72059 EQUIPMENT RENTAL AND MA 49734 25615 7924 16195 ANNUAL MEETING, DONOR A 39897 39897 0 0 6785 3406 2322 1057 1732884 1286839 126875 319170 439167 554932 293530 310602 275072 255068 30557 0 65833 61449 77279 70201 7392 7078 112916 1111551 1302045 54600 52984 189681 204541 226934 138944 471215 396469 X 640336 905576 640336 905576 1111551 1302045 267648 -1999 -409 0 X X 0 1 X 1 0 X 1975347 1639184 1985646 1377321 1757328 8734826 1975347 1639184 1985646 1377321 1757328 8734826 8734826 127928 129236 127766 129049 135417 649396 9384222 0.93080 0.93210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5678 2677 3001 71601 67524 4077 7078 X 1879152 -1999 -1999 1881151 409 118972 119381 2000532 1613912 0 1613912 118972 118972 1732884 PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ORGANIZATION HAS ASSESSED THE LIKLIHOOD THAT ALL TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 118,972. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 118,972. HOLIDAY BALL 208839 20704 188135 14895 15846 69757 5000 13412 FRISBEE GOLF 28834 328 28506 86 700 4284 1770 4 30498 1462 29036 2923 3762 5455 268171 22494 245677 14981 19469 77803 5000 20637 137890 107787 1 AMERICAN RED CROSS OF THE DELMARVA PENINSULA 100 W 10TH STREET SUITE 501 WILMINGTON DE 19801 530196605 14768 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. BIG BROTHERS BIG SISTERS EASTERN SHORE 200 W MAIN STREET 3RD FLOOR SALISBURY MD 21801 813569849 18340 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CATHOLIC CHARITIES - SETON CENTER 30632 HAMPDEN AVE PO BOX 401 PRINCESS ANNE MD 21853 510065685 35136 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CHESAPEAKE HOUSING MISSION PO BOX 1061 SALISBURY MD 21801 263435626 15041 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. COASTAL HOSPICE & PALLIATIVE CARE PO BOX 1733 SALISBURY MD 21802 521214775 37035 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COMMUNITY SERVICES PO BOX 637 CAMBRIDGE MD 21613 521000521 24778 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DIAKONIA 12747 OLD BRIDGE ROAD OCEAN CITY MD 21842 521381317 33428 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EASTERSEALS DEMD EASTERN SHORE 61 CORPORATE CIRCLE NEW CASTLE DE 19720 510066728 8601 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EPOCH DREAM CENTER PO BOX 218 200 N MAIN STREET HEBRON MD 21830 461753777 21667 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. FOR ALL SEASONS 300 TALBOT STREET EASTON MD 21601 521496434 6035 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. GIRLS SCOUTS OF THE CHESAPEAKE BAY 225 OLD BALTIMORE PIKE NEWARK DE 19702 510064337 17434 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HABITAT FOR HUMANITY OF WICOMICO 908 W ISABELLA STREET SALISBURY MD 21801 521522421 12579 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HORIZONS DELMARVA 225 N DIVISION STREET SALISBURY MD 21804 474423393 20102 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. IT TAKES A VILLAGE 943 WEST MAIN STREET CRISFIELD MD 21817 521781943 7200 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LIFE CRISIS CENTER PO BOX 387 SALISBURY MD 21803 521147731 37887 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MAC INC 909 PROGRESS CIRCLE SUITE 100 SALISBURY MD 21804 520992005 131240 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MD FOOD BANK EASTERN SHORE 28500 OWENS BRANCH ROAD SALISBURY MD 21801 521135690 11487 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. RECOVERY RESOURCE CENTER 726 S SALISBURY BLVD SUITE E SALISBURY MD 21804 521609890 13428 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY URBAN MINISTRIES PO BOX 1792 SALISBURY MD 21802 522043085 10643 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SAMARITAN MINISTRIES 814 4TH STREET PO BOX 661 POCOMOKE CITY MD 21851 522080155 17833 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. THE SALVATION ARMY - LOWER SHORE 407 OAK STREET SALISBURY MD 21804 520591457 34136 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. VILLAGE OF HOPE 1001 LAKE STREET SALISBURY MD 21801 521631603 19268 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WICOMICO COUNTY FREE LIBRARY 122 SOUTH DIVISION STREET SALISBURY MD 21801 520658332 5833 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER COUNTY DEVELOPMENTAL CENTER 8545 NEWARK ROAD NEWARK MD 21841 237300625 5754 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER YOUTH & FAMILY SERVICES 124 N MAIN STREET SUITE C BERLIN MD 21811 521227987 21270 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. PART I, LINE 2: A NETWORK OF COMMUNITY VOLUNTEERS SERVES ON THE COMMUNITY IMPACT COMMITTEE FROM ALL FOUR COUNTIES WHO, IN CONJUNCTION WITH UNITED WAY STAFF, EVALUATE AND DIRECT DOLLARS TO SPECIFIC PROGRAMS THAT ARE EFFECTIVELY 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 EFFICIENCY AND EFFECTIVENESS AND CONDUCTS COMPREHENSIVE SITE REVIEWS. FUNDING PARTNERS ALSO SUBMIT UPDATE REPORTS AND ARE REQUIRED TO KEEP UWLES APPRISED OF ANY SIGNIFICANT CHANGES IN PROGRAMS OR ADMINISTRATION AT ANY TIME. X PROGRAM SUPPORT, RENT, PROFESSIONAL SERVICES 150 140556 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE BOARD TREASURER, BOARD CHAIR, CEO/PRESIDENT, 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 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 INCLUDE A REVIEW BY THE FINANCE AND EXECUTIVE COMMITTEES, AND THEN IS FORMALIZED IN THE BUDGETARY PROCESS, WHICH IS APPROVED IN THE MINUTES OF THE BOARD OF TRUSTEES. 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, CANDID (FORMERLY GUIDESTAR), AND UPON WRITTEN REQUEST. SCHEDULE ON 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 2022.