2017-02-13T13:40:57-06:00 2016-08-31 521224986 PKS & COMPANY PA 1801 SWEETBAY DRIVE SALISBURY MD 21804 990 2015-09-01 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 2017-02-08 1 ANDREW M HAYNIE CPA P00440764 4105465600 2015 2017-02-10 21:41:12Z X KATHLEEN MOMME 801 N SALISBURY BOULEVARD SUITE 202 SALISBURY MD 21801 1947334 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 34 9 0 0 0 1607998 1643775 0 0 118886 121977 84986 102088 1811870 1867840 924906 1022549 0 0 450286 533105 0 0 219710 350377 425251 1725569 1980905 86301 -113065 880526 904639 397732 531071 482794 373568 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 1022549 1022549 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 500 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. 638103 IN ADDITION TO FUNDING LOCAL PROGRAMS, UNITED WAY OF THE LOWER EASTERN SHORE PROVIDES INFORMATION & REFERRAL SERVICES, A COMMUNITY SERVICE CONNECTION PROGRAM FOR LOCAL SCHOOLS, AND ENGAGES IN NUMEROUS COMMUNITY PARTNERSHIPS TO ELEVATE AWARENESS AND OPPORTUNITIES TO HELP OUR NEIGHBORS IN NEED. 1660652 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 0 0 9 1 0 0 0 0 0 0 0 0 X 35 34 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X DALE DRYDEN 4107425143 801 NORTH SALISBURY BOULEVARD SUITE SALISBURY MD 21801 BRUCE BRIGHT DIRECTOR 10.00 X 0 0 0 GUS LEBOIS VP - MESSAGING 10.00 X X 0 0 0 VINCE TOLBERT DIRECTOR 10.00 X 0 0 0 PETE BUGAS IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 RICK NELSON EXECUTIVE VICE PRESIDENT 10.00 X X 0 0 0 RON HICKMAN DIRECTOR 10.00 X 0 0 0 MEMO DIRIKER DIRECTOR 10.00 X 0 0 0 JENNIFER DOYLE DIRECTOR 10.00 X 0 0 0 JEFF EICHELBERGER VP - SOMERSET COUNTY 10.00 X X 0 0 0 JAN PERDUE DIRECTOR 10.00 X 0 0 0 SCOTT PHILLIPS VP - WORCESTER COUNTY 10.00 X X 0 0 0 GINNY REID MATERN VP - SPECIAL PROJECTS 10.00 X X 0 0 0 JIM HARTSTEIN VP - COMMUNITY IMPACT 10.00 X X 0 0 0 ALLEN NELSON VP - DORCHESTER COUNTY 10.00 X X 0 0 0 KATE OLIVIERO DIRECTOR 10.00 X 0 0 0 CATHIE THOMAS PRESIDENT 10.00 X X 0 0 0 KIM CONWAY-DUMPSON DIRECTOR 10.00 X 0 0 0 MARK DUDICK DIRECTOR 10.00 X 0 0 0 MARK EDNEY 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 DIRECTOR 10.00 X 0 0 0 JESSE REID TREASURER 10.00 X X 0 0 0 LAURA RODRIGUEZ DIRECTOR 10.00 X 0 0 0 TONY RODRIGUEZ DIRECTOR 10.00 X 0 0 0 DANA SEILER DIRECTOR 10.00 X 0 0 0 JOY STRAND DIRECTOR 10.00 X 0 0 0 CONNIE STROTT VP - WICOMICO COUNTY 10.00 X X 0 0 0 ANNETTE WALLACE DIRECTOR 10.00 X 0 0 0 KATHLEEN MOMME EXECUTIVE DIRECTOR 40.00 X 0 123659 3710 0 123659 3710 0 0 0 0 0 1643775 1643775 121977 121977 181582 79494 102088 102088 1867840 0 0 224065 1022549 1022549 123659 73083 14468 36108 341176 201636 39917 99623 33012 19510 3862 9640 35258 20838 4125 10295 10000 10000 4949 4949 7485 6063 329 1093 70556 57151 3104 10301 1640 1328 72 240 9775 7918 430 1427 153 124 7 22 17518 17518 133 133 4552 3687 200 665 OTHER PROGRAM EXPENSES 104875 104875 AWARDS AND GRANTS 69116 69116 ANNUAL MEETING/VOLUNTEE 57547 57547 CAMPAIGN EXPENSES 47551 47551 19401 15227 1429 2745 1980905 1660652 100543 219710 120751 45127 234967 267809 383300 426817 75031 75000 35666 58742 86088 54944 30653 31144 158 0 880526 904639 45246 58502 302636 324443 49850 148126 397732 531071 X 400822 271214 81972 102354 482794 373568 880526 904639 -113065 3839 0 X X 0 1 X 1 0 X 1467560 1790930 1697738 1607998 1643775 8208001 1467560 1790930 1697738 1607998 1643775 8208001 8208001 88729 105080 111204 118886 121977 545876 8753877 512130 0.93760 0.93880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4418 1325 3093 81670 53619 28051 31144 DEFERRED REVENUE 148126 148126 2000728 205096 3839 208935 1791793 76047 76047 1867840 2109954 205096 79494 284590 1825364 155541 155541 1980905 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED GAIN ON INVESTMENTS 3,839. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS THAT ARE DONOR DESIGNATIONS 155,541. SPECIAL EVENT EXPENSES -79,494. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 79,494. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 155,541. HOLIDAY BALL 144127 144127 79494 OTHER 37455 37455 181582 181582 79494 79494 102088 0 AMERICAN RED CROSS - DP 100 WEST 10TH STREET WILMINGTON DE 19801 530196605 39667 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 51167 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CATHOLIC CHARITIES 2601 WEST FOURTH STREET WILMINGTON DE 19805 510065685 53333 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 35533 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. COASTAL HOSPICE P O BOX 1733 SALISBURY MD 21802 521214775 67767 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HOLLY COMMUNITY 909 PROGRESS CIRCLE 300 SALISBURY MD 21804 521035367 17667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COMMUNITY SERVICES 2450 CAMBRIDGE BELTWAY CAMBRIDGE MD 21613 521000521 56335 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DIAKONIA 12747 OLD BRIDGE ROAD OCEAN CITY MD 21842 521381317 59833 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CHESAPEAKE HOUSING MISSION 30632 HAMPDEN AVENUE PRINCESS ANNE MD 21853 263435626 14333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LIFE CRISES CENTER P O BOX 387 SALISBURY MD 21803 521147731 52028 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MAC INC 909 PROGRESS CIRCLE 100 SALISBURY MD 21804 520992005 193833 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY URBAN MINISTRIES P O BOX 1792 SALISBURY MD 21802 522043085 16333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALVATION ARMY 407 OAK STREET SALISBURY MD 21804 520591457 96500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. VILLAGE OF HOPE 1001 LAKE STREET SALISBURY MD 21801 521631603 37667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER YOUTH & FAMILY P O BOX 925 BERLIN MD 21811 521227987 47667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SAMARITAN MINISTRIES PO BOX 661 POCOMOKE MD 21851 522080155 19833 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HORIZONS - SALISBURY SCHOOL 6279 HOBBS ROAD SALISBURY MD 21804 520904771 23333 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 21000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DEL-MAR-VA COUNCIL - BOY SCOUNTS OF AMERICA 100 WEST 10TH STREET STE 915 WILMINGTON DE 19801 510065733 34833 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DOVE POINTE INC 1225 MT HERMON ROAD SALISBURY MD 21804 520884222 7565 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. EPOCH DREAM CENTER PO BOX 218 HEBRON MD 21830 461753777 7667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. FOR ALL SEASONS 300 TALBOT ST EASTON MD 21601 521496434 8333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. TELAMON CORPORATION 5560 MUNFORD ROAD SUITE 201 RALEIGH NC 27612 561022483 6000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. THE SALVATION ARMY- CAMBRIDGE 200 WASHINGTON ST CAMBRIDGE MD 21613 580660607 8333 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 7178 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 11 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 2015.