2018-02-07T08:44:34-06:00 2017-08-31 521224986 PKS & COMPANY PA 1801 SWEETBAY DRIVE SALISBURY MD 21804 990 2016-09-01 526016589 UNITED WAY OF THE LOWER EASTERN SHORE INC UNIT 4107425143 803 NORTH SALISBURY BLVD NO 2100 SALISBURY MD 21801 KATHLEEN MOMME EXECUTIVE DIRECTOR 4107425143 2018-02-05 1 ANDREW M HAYNIE CPA P00440764 4105465600 50.200.59.38 2018-02-05 16:15:22 ES P 6FE88B5B624F3BB34360BFFFD88479F42C9F3B22 0DC41105776FA844453AEBCBF56AF70B8FD41857 2016 2021-01-29 14:40:06Z KATHLEEN MOMME 803 N SALISBURY BOULEVARD SUITE 2100 SALISBURY MD 21801 2121583 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. 37 35 11 0 0 0 1643775 1790559 0 0 121977 124532 102088 102013 1867840 2017104 1022549 1102560 0 0 533105 665717 0 0 284026 425251 398877 1980905 2167154 -113065 -150050 904639 828041 531071 604523 373568 223518 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 1102560 1102560 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, 55 LOCAL PROGRAMS RECEIVE CRITICAL FUNDING FROM UNITED WAY. 662283 IN ADDITION TO FUNDING LOCAL PROGRAMS, UNITED WAY OF THE LOWER EASTERN SHORE PROVIDES DIRECT PROGRAMS, INCLUDING: THE IMAGINATION LIBRARY LITERACY PROGRAM, EMERGENCY 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, A COMMUNITY COLLEGE ADULT SCHOLARSHIP PROGRAM, 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. 1764843 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 11 1 0 0 0 0 0 0 0 0 X 37 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 BRUCE BRIGHT DIRECTOR 10.00 X 0 0 0 GUS LEBOIS KPI - MESSAGING 10.00 X X 0 0 0 PETE BUGAS VP - COMMUNITY IMPACT 10.00 X X 0 0 0 RICK NELSON PRESIDENT 10.00 X X 0 0 0 RON HICKMAN DIRECTOR 10.00 X 0 0 0 MEMO DIRIKER VP - MESSAGING COMMUNICATIONS 10.00 X X 0 0 0 GREG BASSETT DIRECTOR 10.00 X 0 0 0 JEFF EICHELBERGER DIRECTOR 10.00 X 0 0 0 JAN PERDUE KPI - FINANCIAL STABILITY 10.00 X X 0 0 0 SCOTT PHILLIPS VP - WORCESTER COUNTY 10.00 X X 0 0 0 STEVEN FARROW DIRECTOR 10.00 X 0 0 0 JIM HARTSTEIN EXECUTIVE VICE 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 CATHIE THOMAS IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 KIM CONWAY-DUMPSON DIRECTOR 10.00 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 DIRECTOR 10.00 X 0 0 0 MICHAEL JAMES DIRECTOR 10.00 X 0 0 0 JENNIFER LAYTON DIRECTOR 10.00 X 0 0 0 MARY MENGASON DIRECTOR 10.00 X 0 0 0 CORTNEY MONAR DIRECTOR 10.00 X 0 0 0 SUSAN PARKER DIRECTOR 10.00 X 0 0 0 BETH REID EMERGING LEADERS CHAIR 10.00 X X 0 0 0 JESSE REID TREASURER/SECRETARY 10.00 X 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 VP - WICOMICO COUNTY 10.00 X X 0 0 0 JOY STRAND VP - SOMERSET COUNTY 10.00 X 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 DIRECTOR 10.00 X 0 0 0 SANDRA TRIPP-JONES DIRECTOR 10.00 X 0 0 0 KATHLEEN MOMME EXECUTIVE DIRECTOR 40.00 X 0 124945 6694 0 124945 6694 0 0 0 0 0 1790559 1790559 124532 124532 206492 104479 102013 102013 2017104 0 0 226545 1102560 1102560 133403 78441 14941 40021 452578 266116 50689 135773 36690 21574 4109 11007 43046 25311 4821 12914 10500 10500 6704 6191 513 6236 5263 276 697 68247 44935 7409 15903 1296 472 326 498 13170 11709 1461 908 908 17602 17602 8396 4937 940 2519 2749 2323 121 305 AWARDS AND GRANTS 65374 65374 CAMPAIGN EXPENSES 60832 60832 OTHER PROGRAM EXPENSES 57986 57986 ANNUAL MEETING/VOLUNTEE 53214 53214 25663 18437 5130 2096 2167154 1764843 118285 284026 45127 31096 267809 318851 426817 382342 75000 433 58742 69172 68432 42285 31144 26147 904639 828041 58502 95773 324443 365070 148126 143680 531071 604523 X 271214 206299 102354 17219 373568 223518 904639 828041 -150050 0 X X 0 1 X 1 0 X 1790930 1697738 1607998 1643775 1915091 8655532 1790930 1697738 1607998 1643775 1915091 8655532 8655532 105080 111204 118886 121977 124428 581575 9237107 697795 0.93700 0.93760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2678 197 2481 65754 42088 23666 26147 DEFERRED REVENUE 143680 143680 2225262 245891 245891 1979371 37733 37733 2017104 2375312 245891 104479 350370 2024942 142212 142212 2167154 PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS THAT ARE DONOR DESIGNATIONS 142,212. SPECIAL EVENT EXPENSES -104,479. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 104,479. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 142,212. HOLIDAY BALL 175311 175311 104479 OTHER 31181 31181 206492 206492 104479 104479 102013 0 AMERICAN RED CROSS - DELMARVA 100 WEST 10TH STREET WILMINGTON DE 19801 530196605 26030 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. BIG BROTHERS BIG SISTERS OF THE GREATER CHESAPEAKE 3600 CLIPPER MILL ROAD BALITMORE MD 21211 520631265 8583 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CATHOLIC CHARITIES 2601 WEST FOURTH STREET WILMINGTON DE 19805 510065685 61667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. GIRL SCOUTS OF THE CHESAPEAKE BAY 501 SOUTH COLLEGE AVENUE NEWARK DE 19713 510064337 37333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. COASTAL HOSPICE P O BOX 1733 SALISBURY MD 21802 521214775 71000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HOLLY COMMUNITY 909 PROGRESS CIRCLE 300 SALISBURY MD 21804 521035367 19167 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COMMUNITY SERVICES 2450 CAMBRIDGE BELTWAY CAMBRIDGE MD 21613 521000521 57451 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DIAKONIA 12747 OLD BRIDGE ROAD OCEAN CITY MD 21842 521381317 67563 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CHESAPEAKE HOUSING MISSION 30632 HAMPDEN AVENUE PRINCESS ANNE MD 21853 263435626 17000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LIFE CRISES CENTER P O BOX 387 SALISBURY MD 21803 521147731 54000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MAC INC 909 PROGRESS CIRCLE 100 SALISBURY MD 21804 520992005 200667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY URBAN MINISTRIES P O BOX 1792 SALISBURY MD 21802 522043085 18333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALVATION ARMY 407 OAK STREET SALISBURY MD 21804 520591457 94167 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. VILLAGE OF HOPE 1001 LAKE STREET SALISBURY MD 21801 521631603 35000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER YOUTH & FAMILY P O BOX 925 BERLIN MD 21811 521227987 50500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SAMARITAN MINISTRIES PO BOX 661 POCOMOKE MD 21851 522080155 22667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HORIZONS - SALISBURY SCHOOL 6279 HOBBS ROAD SALISBURY MD 21804 520904771 28833 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 22667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COUNCIL - BOY SCOUTS OF AMERICA 100 WEST 10TH STREET STE 915 WILMINGTON DE 19801 510065733 35667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EPOCH DREAM CENTER PO BOX 218 HEBRON MD 21830 461753777 19333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. FOR ALL SEASONS 300 TALBOT ST EASTON MD 21601 521496434 12167 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. TELAMON CORPORATION 5560 MUNFORD ROAD SUITE 201 RALEIGH NC 27612 561022483 10833 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. THE SALVATION ARMY- CAMBRIDGE 200 WASHINGTON ST CAMBRIDGE MD 21613 580660607 10833 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 9292 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HABITAT FOR HUMANITY - WICOMICO 908 W ISABELLA ST SALISBURY MD 218014304 521522421 8333 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 7000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. BIG BROTHER BIG SISTER OF THE EASTERN SHORE 200 W MAIN ST 3RD FLOOR SALISBURY MD 21801 813569849 44583 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. 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, EXECUTIVE DIRECTOR, 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 2016.