2019-01-30T12:29:21-06:00 2018-08-31 521224986 PKS & COMPANY PA 1801 SWEETBAY DRIVE SALISBURY MD 21804 990 2017-09-01 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 2019-01-29 1 ANDREW M HAYNIE CPA P00440764 4105465600 50.200.59.38 2019-01-29 17:34:49 ES P 0BAEAB5671D0B4E867389BDEB03BE59B8F23DEA4 FB930C31511178D71FCDF5B2F8451499BA5B83B1 2017 2019-02-21 02:37:17Z PAMELA R GREGORY 803 N SALISBURY BOULEVARD SUITE 2100 SALISBURY MD 21801 2375468 0 X WWW.UNITEDWAY4US.ORG X 1944 MD TO CONNECT LOCAL RESOURCES AND COMMUNITY MEMBERS IN WORCESTER, WICOMICO, SOMERSET AND DORCHESTER COUNTIES WITH LOCAL HEALTH AND HUMAN NEEDS. 35 35 13 0 0 0 1790559 1975347 0 0 124532 128019 102013 152292 2017104 2255658 1102560 1212816 0 0 665717 621750 0 0 306347 398877 463286 2167154 2297852 -150050 -42194 828041 932330 604523 751006 223518 181324 X THE MISSION OF THE UNITED WAY OF THE LOWER EASTERN SHORE, INC. IS TO CREATE AND ENHANCE OPPORTUNITIES FOR MAKING A POSITIVE AND LASTING IMPACT IN EDUCATION, FINANCIAL STABILITY, AND HEALTH FOR ALL. 0 0 1212816 1212816 COMMUNITY INVESTMENT: THE UNITED WAY OF THE LOWER EASTERN SHORE INVESTS CONTRIBUTIONS IN THREE IMPACT AREAS 1) HELPING CHILDREN AND YOUTH SUCCEED 2) PROVIDING EMERGENCY AND CRISIS HELP AND 3) SUPPORTING AGING AND VULNERABLE MEMBERS OF THE COMMUNITY. INTENSE STEWARDSHIP OF DONOR'S DOLLARS IS PROVIDED TO ENSURE ALL CONTRIBUTIONS ARE DIRECTED TO AREAS OF GREATEST NEED IN THE COMMUNITY. THIS IS ACHIEVED THROUGH A NETWORK OF COMMUNITY VOLUNTEERS FROM ALL FOUR COUNTIES WHO, IN CONJUNCTION WITH UNITED WAY STAFF, DETERMINE WHERE THE GREATEST NEEDS ARE EVERY YEAR AND INVEST CONTRIBUTIONS INTO LOCAL PROGRAMS IN THE MOST EFFICIENT AND EFFECTIVE MANNER POSSIBLE. THE UNITED WAY COMMUNITY INVESTMENT PROCESS DOES NOT FUND AGENCY BUDGET DEFICITS, YET DIRECTS DOLLARS TO PROGRAMS THAT ARE HELPING LOWER SHORE RESIDENTS. THE PROCESS ALLOWS UNITED WAY DONORS THE ADDED VALUE OF A SUPERIOR LEVEL OF ACCOUNTABILITY FOR THEIR CONTRIBUTIONS AND ASSURANCE THAT IT WILL BE USED WHERE IT IS NEEDED THE MOST AND WILL MAKE THE MOST DIFFERENCE. TO ENSURE RESULTS, UNITED WAY DEDICATES OVER 1,000 HOURS ANNUALLY TO ANALYZE EVERY PROGRAM BUDGET IN DETAIL AND CONDUCT DETAILED ON-SITE REVIEWS. CURRENTLY, UNITED WAY OF THE LOWER EASTERN SHORE AND 35 OTHER LOCAL NONPROFIT ENTITIES RECEIVE CRITICAL FUNDING TO CONDUCT 68 PROGRAMS SERVING THE LOWER EASTERN SHORE COMMUNITY AND ITS RESIDENTS. 636665 IN ADDITION TO FUNDING LOCAL PROGRAMS, UNITED WAY OF THE LOWER EASTERN SHORE PROVIDES DIRECT PROGRAMS, INCLUDING: THE IMAGINATION LIBRARY LITERACY PROGRAM, INFORMATION & REFERRAL SERVICES, THREE STUDENT UNITED WAY COMMUNITY SERVICE CLUBS, A COMMUNITY SERVICE PROGRAM SERVING GRADES 2-8, A HEALTH LITERACY TRAINING PROGRAM, A READ TO SUCCEED MENTORING PROGRAM FOR 3RD GRADE, A TECH ASSURANCE SUPPORT PROGRAM FOR NONPROFITS, ONGOING NONPROFIT TRAINING AND SUPPORT, AND ENGAGES IN NUMEROUS COMMUNITY PARTNERSHIPS TO ELEVATE AWARENESS AND OPPORTUNITIES TO HELP NEIGHBORS IN NEED. UWLES ALSO OPERATES THE GET CONNECTED VOLUNTEER CENTER, THE DESIGNATED VOLUNTEER CENTER FOR THE LOWER EASTERN SHORE OF MARYLAND. 1849481 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 13 1 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X STEVEN FULKROD 4107425143 803 NORTH SALISBURY BOULEVARD SUITE SALISBURY MD 21801 GUS LEBOIS DIRECTOR 10.00 X 0 0 0 PETE BUGAS DIRECTOR 10.00 X 0 0 0 RICK NELSON IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 RON HICKMAN DIRECTOR 10.00 X 0 0 0 MEMO DIRIKER VP - MESSAGING COMMUNICATI 10.00 X X 0 0 0 GREG BASSETT DIRECTOR 10.00 X 0 0 0 STEVEN FARROW DIRECTOR 10.00 X 0 0 0 JIM HARTSTEIN PRESIDENT 10.00 X X 0 0 0 ALLEN NELSON DIRECTOR 10.00 X 0 0 0 AMY HASSON DIRECTOR 10.00 X 0 0 0 KIM DUMPSON VP COMMUNITY IMPACT 10.00 X X 0 0 0 GINNY REID-MATERN DIRECTOR 10.00 X 0 0 0 BRYAN HURST DIRECTOR 10.00 X 0 0 0 ROY GEISER TREASURER/SECRETARY 10.00 X X 0 0 0 JENNIFER LAYTON VP DORCHESTER 10.00 X X 0 0 0 MARY MENGASON VP SPECIAL PROJECTS 10.00 X X 0 0 0 CORTNEY MONAR VP SOMERSET 10.00 X X 0 0 0 SUSAN PARKER DIRECTOR 10.00 X 0 0 0 BETH REID VP WICOMICO 10.00 X X 0 0 0 JESSE REID DIRECTOR 10.00 X 0 0 0 LAURA RODRIGUEZ DIRECTOR 10.00 X 0 0 0 DAVIS JEAN-LOUIS DIRECTOR 10.00 X 0 0 0 DANA SEILER EXECUTIVE VICE PRESIDENT 10.00 X X 0 0 0 JOY STRAND DIRECTOR 10.00 X 0 0 0 CONNIE STROTT VP - SPECIAL PROJECTS 10.00 X X 0 0 0 ANNETTE WALLACE DIRECTOR 10.00 X 0 0 0 BRYAN NEWTON DIRECTOR 10.00 X 0 0 0 COLE TAUSTIN VP WORCESTER 10.00 X X 0 0 0 SHARON MORRIS DIRECTOR 10.00 X 0 0 0 JIM LIST DIRECTOR 10.00 X 0 0 0 DENNIS KILLIAN DIRECTOR 10.00 X 0 0 0 DONNA HANLIN DIRECTOR 10.00 X 0 0 0 JOHN GADDIS DIRECTOR 10.00 X 0 0 0 MICHELE CANOPII DIRECTOR 10.00 X 0 0 0 CANDICE SCHROEPFER DIRECTOR 10.00 X 0 0 0 PAMELA R GREGORY PRESIDENT & CEO 40.00 X 0 0 0 KATHLEEN MOMME FORMER PRESIDENT & CEO 40.00 X 123122 0 0 123122 0 0 1 1 0 0 0 1975347 1975347 128019 128019 272102 119810 152292 152292 2255658 0 0 280311 1212816 1212816 125357 81482 25072 18803 419440 237691 37243 144506 36886 21630 4201 11055 40067 23495 4564 12008 9560 9560 8308 251 7929 128 15766 15766 2846 1423 1423 15255 11987 946 2322 46788 27512 5240 14036 713 176 537 4566 1946 2620 601 601 21554 21554 6768 4252 1258 1258 3547 2997 156 394 OTHER PROGRAM EXPENSES 140316 140316 CAMPAIGN EXPENSES 94343 94343 ANNUAL MEETING/VOLUNTEE 56709 56709 EQUIPMENT RENTAL AND MA 19359 15221 2953 1185 16287 9577 1824 4886 2297852 1849481 142024 306347 31096 21473 318851 351942 382342 463914 433 379 69172 75243 68432 49053 26147 19379 828041 932330 95773 100005 365070 394271 143680 256730 604523 751006 X 206299 111681 17219 69643 223518 181324 828041 932330 -42194 0 X X 0 1 X 1 0 X 1697738 1607998 1643775 1790559 1975347 8715417 1697738 1607998 1643775 1790559 1975347 8715417 8715417 111204 118886 121977 124428 127928 604423 9319840 903574 0.93510 0.93700 X 2678 265 2413 65754 48788 16966 19379 DEFERRED REVENUE 256730 256730 2601430 252318 252318 2349112 -93454 -93454 2255658 2643624 252318 119810 372128 2271496 26356 26356 2297852 PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS THAT ARE DONOR DESIGNATIONS 26,356. SPECIAL EVENT EXPENSES -119,810. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 119,810. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 26,356. HOLIDAY BALL 227793 227793 109073 CORNAMENT 18492 18492 6983 2 18027 18027 3311 264312 264312 119367 119367 144945 0 AMERICAN RED CROSS - DELMARVA 100 WEST 10TH STREET WILMINGTON DE 19801 530196605 33970 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. BAY AREA CENTER FOR INDEPENDENT LIVING 909 PROGRESS CIRCLE 300 SALISBURY MD 21804 521035367 21333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CATHOLIC CHARITIES - SETON CENTER PO BOX 401 PRINCESS ANNE MD 21853 510065685 68000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CHESAPEAKE HOUSING MISSION PO BOX 1061 SALISBURY MD 21801 263435626 21333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. COASTAL HOSPICE P O BOX 1733 SALISBURY MD 21802 521214775 74000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COUNCIL - BOY SCOUTS OF AMERICA 31901 TRI-COUNTY WAY SUITE 118 SALISBURY MD 21804 510065733 37333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COMMUNITY SERVICES 2450 CAMBRIDGE BELTWAY CAMBRIDGE MD 21613 521000521 61500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DIAKONIA 12747 OLD BRIDGE ROAD OCEAN CITY MD 21842 521381317 68615 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DOVE POINTE 1225 MT HERMON ROAD SALISBURY MD 21804 520884222 6254 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LIFE CRISES CENTER P O BOX 387 SALISBURY MD 21803 521147731 58333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MAC INC 909 PROGRESS CIRCLE 100 SALISBURY MD 21804 520992005 209667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY URBAN MINISTRIES P O BOX 1792 SALISBURY MD 21802 522043085 19500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALVATION ARMY - SALISBURY 407 OAK STREET SALISBURY MD 21804 520591457 88833 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. VILLAGE OF HOPE 1001 LAKE STREET SALISBURY MD 21801 521631603 36333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER YOUTH & FAMILY COUNSELING SERVICES P O BOX 925 BERLIN MD 21811 521227987 54500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SAMARITAN MINISTRIES PO BOX 661 POCOMOKE MD 21851 522080155 29333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HORIZONS SALISBURY 1324 BELMONT AVE SUITE 403B SALISBURY MD 21804 474423393 33500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. RECOVERY RESOURCE CENTER 726 S SALISBURY BOULEVARD STE E SALISBURY MD 21804 521609890 25250 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EASTERSEALS DE & MD'S EASTERN SHORE 61 CORPORATE CIRCLE NEW CASTLE DE 19720 510066728 11667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EPOCH DREAM CENTER ELEVEN 21 PO BOX 218 HEBRON MD 21830 461753777 32679 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. FOR ALL SEASONS 300 TALBOT ST EASTON MD 21601 521496434 14417 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. TELAMON CORPORATION 31901 TRI-COUNTY WAY SUITE 112 SALISBURY MD 21804 561022483 12833 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. THE SALVATION ARMY- CAMBRIDGE 200 WASHINGTON ST CAMBRIDGE MD 21613 580660607 13333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER COUNTY DEVELOPMENTAL CENTER 8545 NEWARK ROAD PO BOX 70 NEWARK MD 21841 237300625 6313 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HABITAT FOR HUMANITY - WICOMICO 908 W ISABELLA ST SALISBURY MD 218014034 521522421 14667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MID SHORE COMMUNITY MEDIATION CENTER LTD 300 TALBOT ST STE 206 EASTON MD 216013525 202779553 8667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. GARLAND HAYWARD YOUTH CENTER 30489 BROAD ST TOWN HALL PRINCESS ANNE MD 21853 451544043 4000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. GIRL SCOUTS OF THE CHESAPEAKE BAY 1346 BELMONT AVENUE STE 601 SALISBURY MD 21804 510064337 39500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. IT TAKES A VILLAGE 943 WEST MAIN STREET CRISFIELD MD 21817 521781943 3333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LOWER SHORE ENTERPRISES INC PO BOX 1692 SALISBURY MD 21801 520857128 6667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MARYLAND FOOD BANK - EASTERN SHORE BRANCH 28500 OWENS BRANCH RD SALISBURY MD 21801 521135690 5000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MOVEABLE FEAST 303 S MAIN ST HURLOCK MD 21643 521663825 5000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SOMERSET COMMUNITY SERVICES 5574 TULLS CORNER ROAD MARION STATION MD 21838 520907036 536 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. BIG BROTHERS OF THE EASTERN SHORE 200 W MAIN ST 3RD FLOOR SALISBURY MD 21801 813569849 54667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. 0 0 0 0 0 0 0 0 0 KATHLEEN MOMME FORMER PRESIDENT & CEO 123122 0 0 0 0 0 0 0 0 0 123122 0 0 0 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, PRESIDENT, AND FINANCE DIRECTOR, AT WHICH POINT IT IS PASSED ALONG TO THE AUDIT/COMPLIANCE COMMITTEE, AND THEN ON TO THE FULL BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE 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, THE 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 DETERMING COMPENSATION OF THE 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 THE UNITED WAY OF THE LOWER EASTERN SHORE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. SCHEDULE OF CONTRIBUTORS IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 THE 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 2018.