2015-01-14T09:34:46-06:00 2014-08-31 521224986 PKS & COMPANY PA PO BOX 72 SALISBURY MD 218030072 990 2013-09-01 526016589 UNITED WAY OF THE LOWER EASTERN SHORE INC UNIT 4107425143 803 NORTH SALISBURY BOULEVARD NO 2100 SALISBURY MD 21801 KATHLEEN MOMME EXECUTIVE DIRECTOR 4107425143 2014-12-22 1 ANDREW M HAYNIE CPA P00440764 4105465600 2013 2016-02-25 16:41:14Z X KATHLEEN MOMME 801 N SALISBURY BOULEVARD SUITE 202 SALISBURY MD 21801 1904053 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. 31 29 7 0 0 0 1545813 1697738 0 0 105080 111204 34867 51212 1685760 1860154 833208 849978 0 0 368210 409932 0 0 160770 267882 398377 1469300 1658287 216460 201867 718342 742058 522379 344586 195963 397472 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 849978 849978 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. 536931 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. 1386909 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 7 1 0 0 0 0 0 0 0 0 X 31 29 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 VP - WORCESTER COUNTY 10.00 X X 0 0 0 GUS LEBOIS IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 VINCE TOLBERT DIRECTOR 10.00 X 0 0 0 JOHN GADDIS DIRECTOR 10.00 X 0 0 0 PETE BUGAS EXECUTIVE VICE PRESIDENT 10.00 X X 0 0 0 RICK NELSON VP - SOMERSET 10.00 X X 0 0 0 MELISSA BAILEY DIRECTOR 10.00 X 0 0 0 TOM CLAYBAUGH DIRECTOR 10.00 X 0 0 0 JOHN FREDERICKSEN DIRECTOR 10.00 X 0 0 0 RON HICKMAN TREASURER/SECRETARY 10.00 X X 0 0 0 DWIGHT MILLER 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 DIRECTOR 10.00 X 0 0 0 JAN PERDUE VP COMMNUNITY IMPACT 10.00 X X 0 0 0 BRAD PHILLIPS DIRECTOR 10.00 X 0 0 0 BRENDA RUARK DIRECTOR 10.00 X 0 0 0 JEAN SEWELL DIRECTOR 10.00 X 0 0 0 SCOTT PHILLIPS DIRECTOR 10.00 X 0 0 0 GINNY REID MATERN PRESIDENT 10.00 X X 0 0 0 JIM HARTSTEIN VP - WICOMICO 10.00 X X 0 0 0 DION BANKS DIRECTOR 10.00 X 0 0 0 ROLAND FINGER DIRECTOR 10.00 X 0 0 0 KEVIN HAYES DIRECTOR 10.00 X 0 0 0 ALLEN NELSON VP - DORCHESTER 10.00 X X 0 0 0 KATE OLIVIERO DIRECTOR 10.00 X 0 0 0 JASON TU DIRECTOR 10.00 X 0 0 0 HG WILSON DIRECTOR 10.00 X 0 0 0 CATHIE THOMAS VP SPECIAL PROJECTS 10.00 X X 0 0 0 KATHLEEN MOMME EXECUTIVE DIRECTOR 40.00 X 0 92352 2900 AMY LUPPENS ASSISTANT DIRECTOR 40.00 X 0 0 52500 0 92352 55400 0 0 0 0 0 1697738 1697738 111204 111204 95111 43899 51212 51212 1860154 0 0 162416 849978 849978 348106 202250 58829 87027 30436 17683 5144 7609 31390 18237 5305 7848 10117 10117 6582 6582 6028 4624 295 1109 37997 29144 1862 6991 1735 1331 85 319 10397 7975 509 1913 1177 190 942 45 13996 13996 5283 5283 4156 3187 204 765 AWARDS AND GRANTS 169540 169540 CAMPAIGN EXPENSES 43233 43233 OTHER PROGRAM EXPENSES 43165 43165 ANNUAL MEETING/VOLUNTEE 25029 25029 19942 14576 1455 3911 1658287 1386909 110608 160770 93600 138350 168449 162223 418082 394221 417 26310 34274 50752 38898 9990 11854 1494 1136 718342 742058 39777 30056 271166 280225 70523 140913 34305 522379 344586 X 37276 258572 158687 138900 195963 397472 718342 742058 201867 -358 0 X X 0 1 X 1 0 X 1425722 1447526 1467560 1790930 1697738 7829476 1425722 1447526 1467560 1790930 1697738 7829476 7829476 71006 98318 88729 105080 111204 474337 -411 -411 8303402 186461 0.94290 0.94710 X 1740 1419 321 49012 37479 11533 11854 DEFERRED REVENUE 34305 34305 1978994 197981 -358 197623 1781371 78783 78783 1860154 1777485 197981 43899 241880 1535605 122682 122682 1658287 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSS ON INVESTMENTS -358. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS THAT ARE DONOR DESIGNATIONS 122,682. SPECIAL EVENT EXPENSES -43,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 43,899. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 122,682. MASQUERADE BALL 90236 90236 43899 OTHER 4875 4875 95111 95111 43899 43899 51212 0 AMERICAN RED CROSS - DP 100 WEST 10TH STREET WILMINGTON DE 19801 510067766 33600 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. BIG BROTHERS BIG SISTERS OF CENTRAL MARYLAND 3600 CLIPPER MILL ROAD BALITMORE MD 21211 520631265 43333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CATHOLIC CHARITIES 2601 WEST FOURTH STREET WILMINGTON DE 19805 510065685 46667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. GIRL SCOUTS 501 SOUTH COLLEGE AVENUE NEWARK DE 19713 510064337 31667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. COASTAL HOSPICE P O BOX 1733 SALISBURY MD 21804 521214775 57000 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA BOY SCOUTS 801 WASHINGTON STREET WILMINGTON DE 19801 510065733 29667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DELMARVA COMMUNITY SERVICES 2450 CAMBRIDGE BELTWAY CAMBRIDGE MD 21613 521000521 55100 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DIAKONIA 12747 OLD BRIDGE ROAD OCEAN CITY MD 21842 521381317 53372 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CHESAPEAKE HOUSING MISSION 30754 FOXCHASE DRIVE SALISBURY MD 21804 263435626 6233 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. LIFE CRISES CENTER P O BOX 387 SALISBURY MD 21803 521147731 46500 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MAC INC 1504 RIVERSIDE DRIVE SALISBURY MD 21801 520992005 171583 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY URBAN MINISTRIES P O BOX 1792 SALISBURY MD 21802 522043085 23333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALVATION ARMY P O BOX 3235 407 OAK STREET SALISBURY MD 21802 520591457 89817 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. VILLAGE OF HOPE TRANSITIONAL LIVING 1001 LAKE STREET SALISBURY MD 21801 521631603 38333 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER YOUTH & FAMILY P O BOX 925 BERLIN MD 21811 521227987 42667 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SAMARITAN MINISTRIES P O BOX 100 SNOW HILL MD 21863 522080155 18218 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY HORIZONS 6279 HOBBS ROAD SALISBURY MD 21804 520904771 18267 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. SALISBURY SUBSTANCE ABUSE PO BOX 2098 SALISBURY MD 21802 521609890 16750 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. DORCHESTER COUNTY YMCA 201 TALBOT AVENUE CAMBRIDGE MD 21613 521359653 8375 TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WILLIAM TURNER WILLIAM TURNER IS A FORMER DIRECTOR OF THE UNITED WAY OF THE L.E.S. THE OFFICE SPACE LEASED BY UNITED WAY OF THE LOWER EASTERN SHORE IS OWNED BY A COMPANY WHOSE PRESIDENT IS WILLIAM TURNER. CERTAIN CONCESSIONS ON LEASE COST HAVE BEEN MADE FOR THE UNITED WAY. 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 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: PROCESS IS THE SAME AS THE PRIOR YEAR.