2025-12-15T12:46:32-06:00 2025-08-31 263654652 ACCOUNTING STRATEGIES GROUP LLC PO BOX 369 PRESTON MD 21655 990 2024-09-01 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 2025-12-15 1 1 LISA K DURHAM CPA P00749970 4106731384 2025-12-15 2024 2025-03-06 01:10:19Z PAMELA R GREGORY 803 NORTH SALISBURY BLVD 2100 SALISBURY MD 21801 2177178 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 14 14 13 2186 0 0 1602304 1409441 0 0 155635 177912 116564 142854 1874503 1730207 626360 565720 0 0 580491 568876 0 0 256198 528751 584488 1735602 1719084 138901 11123 1554364 1571493 603372 573858 950992 997635 X CONNECTING COMMUNITY MEMBERS IN DORCHESTER, SOMERSET, WICOMICO AND WORCESTER COUNTIES WITH DIRECT AND PARTNER RESOURCES TO STRENGTHEN HEALTH, EDUCATION AND FINANCIAL SECURITY SO ALL NEIGHBORS CAN THRIVE. 0 0 565720 565720 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.COMPREHENSIVE STEWARDSHIP OF DONORS' DOLLARS IS PROVIDED TO ENSURE ALL CONTRIBUTIONS ARE DIRECTED TO LOCAL PROGRAMS SERVING THESE AREAS OF GREAT NEED IN THE COMMUNITY. EACH YEAR COMMITTEE MEMBERS INVEST THEIR TIME AND ENERGY TO VISIT WITH APPLICANTS AND LEARN ABOUT THEIR WORK AND PROGRAMS AND REVIEW EACH APPLICATION INCLUDING BUDGETS, OUTCOMES AND EFFICIENCIES IN MEETING LOCAL NEEDS. FUNDING RECOMMENDATIONS ARE ALLOCATED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON ANNUAL FUNDRAISING AND BUDGET, AND ARE DISTRIBUTED MONTHLY TO APPROVED NONPROFIT PARTNERS. THE PROCESS ASSURES UNITED WAY DONORS THEIR CONTRIBUTIONS ARE BEING INVESTED AS EQUITABLY AND EFFECTIVELY AS POSSIBLE IN LOCAL NONPROFITS AND DIRECT PROGRAMS WHICH ARE ADDRESSING CRITICAL COMMUNITY NEEDS AND EMPOWERING LOCAL NEIGHBORS. IN THE 2024-25 YEAR, UNITED WAY OF THE LOWER EASTERN SHORE AND 37 NONPROFIT PARTNERS RECEIVED FUNDING SUPPORT FOR 57 PROGRAMS SERVING LOWER EASTERN SHORE RESIDENTS. 736627 UNITED WAY OF THE LOWER EASTERN SHORE ALSO PROVIDES DIRECT PROGRAMS AND IS ACTIVE IN NUMEROUS COMMUNITY COLLABORATIONS, INCLUDING FOR 2024-25:THE IMAGINATION LIBRARY LITERACY PROGRAM FOR BIRTH-FIVE, INCLUDING THE SMARTSTART COLLABORATION WITH THE LOCAL HEALTH SYSTEM TO ENCOURAGE NEWBORN ENROLLMENTS, COLLEGIATE STUDENT UNITED WAY CLUB, WELLNESS MADE EASY HEALTH LITERACY PROGRAM, READ TO SUCCEED AND READ WITH ME READING PROGRAMS FOR PRE-K THROUGH 3RD GRADE STUDENTS, RIDE UNITED TRANSPORTATION ASSISTANCE PILOT PROGRAM, WOMEN UNITED AND EMERGING LEADERS AFFINITY/VOLUNTEER GROUPS, HOLIDAY OUTREACH PROGRAMS, ADDICTION AWARENESS YOUTH ART COMPETITION, MARYLAND ALICE REPORT, DATA TOOLS AND FACILITATED SIMULATIONS, NONPROFIT TRAINING AND SUPPORT AND INFORMATION AND REFERRAL SERVICES.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 200 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 INVOLVED IN SIGNIFICANT COMMUNITY OUTREACH AND ENGAGES IN NUMEROUS COMMUNITY AND REGIONAL PARTNERSHIPS, COLLABORATIONS AND ADVOCACY GROUPS TO ELEVATE PUBLIC AWARENESS AND SUPPORT THE NONPROFIT SECTOR. EXAMPLES INCLUDE THE ANNUAL LOWER SHORE NONPROFIT SUMMIT TO PROVIDE AFFORDABLE AND ACCESSIBLE PROFESSIONAL DEVELOPMENT FOR NONPROFIT LEADERS AND STAFF, AND BOARD LEADERSHIP AND FACILITATION FOR THE EMERGENCY FOOD AND SHELTER PROGRAM TO ENSURE FEDERAL FUNDS ARE DISTRIBUTED TIMELY AND EQUITABLY TO LOWER SHORE NONPROFITS SERVING NEIGHBORS FACING FOOD AND HOUSING INSECURITY. 1302347 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 3 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 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 MICHELE CANOPII DIRECTOR 1.00 X 0 0 0 SONYA WHITED CHAIR 1.00 X X 0 0 0 JOY STRAND IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MARK RUDNICK DIRECTOR 1.00 X 0 0 0 ROBERT MOCK DIRECTOR 1.00 X 0 0 0 MARY MENGASON EXECUTIVE VICE PRESIDENT 1.00 X X 0 0 0 CANDICE JOHNSON DIRECTOR 1.00 X 0 0 0 AMY HASSON DIRECTOR 1.00 X 0 0 0 JOHN GADDIS DIRECTOR 1.00 X 0 0 0 KATHRYN FIDDLER DIRECTOR 1.00 X 0 0 0 STEVE FARROW DIRECTOR 1.00 X 0 0 0 MATTHEW CHANCE TREASURER 1.00 X X 0 0 0 ALEXIS MUMFORD DIRECTOR 1.00 X 0 0 0 VICKI GREEN DIRECTOR 1.00 X 0 0 0 PAMELA R GREGORY PRESIDENT/CEO (NONVOTING) 40.00 X 93370 0 16829 STEVEN FULKROD FINANCE MANAGER/RESIDENT AGENT (NONVOTING) 40.00 X 80252 0 16675 173622 0 33504 0 0 0 0 0 28247 56433 1324761 114079 1409441 161964 161964 255550 239602 15948 15948 15948 345352 28247 207369 137983 137983 WORKSHOP FEES 561000 2886 2886 COST RECOVERY FEES 561000 1985 1985 4871 1730207 182783 0 137983 565720 565720 173485 86679 36826 49980 310428 155100 65896 89432 4519 2258 959 1302 44726 22278 9486 12962 35718 22506 6422 6790 14000 14000 5712 5712 6280 6003 166 111 13196 13196 11403 6088 1370 3945 95135 80849 7163 7123 1182 1007 175 7073 6969 104 20990 13570 6223 1197 1830 1043 657 130 5657 3415 1203 1039 IMAGINATION LIBRARY 184528 184528 PROGRAM EXPENSES 83214 83214 CAMPAIGN EXPENSES 71730 71730 EQUIPMENT RENTAL AND MA 34235 20264 3918 10053 28323 27660 363 300 1719084 1302347 160539 256198 302038 255361 241601 165773 212883 233344 88355 104944 79289 75929 2902 3360 558297 701686 148288 107025 1554364 1571493 46358 45488 211454 175356 193379 241601 152181 111413 603372 573858 X 568492 615541 382500 382094 950992 997635 1554364 1571493 11123 35520 0 X X 0 1 X 1 0 X 1377321 1757328 1373804 1686043 1409441 7603937 1377321 1757328 1373804 1686043 1409441 7603937 7603937 129049 135417 140645 155635 161964 722710 8326647 0.91320 0.92240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5399 4170 1229 73890 71759 2131 3360 LEASE RIGHT OF USE ASSETS 107025 107025 SHORT TERM LEASE RIGHT OF USE LIABILITY 44740 LONG TERM LEASE RIGHT OF USE LIABILITY 66673 111413 X 1699847 35520 35520 1664327 5712 60168 65880 1730207 1653204 0 1653204 5712 60168 65880 1719084 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 60,168. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 60,168. HOLIDAY BALL 221213 19990 201223 38205 74404 7500 33705 OVER THE EDGE 102911 6269 96642 38461 4 49475 1988 47487 4751 10343 373599 28247 345352 38205 79155 7500 82509 207369 137983 1 AMERICAN RED CROSS OF THE DELMARVA PENINSULA 100 W 10TH STREET SUITE 501 WILMINGTON DE 19801 530196605 12000 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 18333 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 36967 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 20200 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 16058 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 19167 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 30667 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 8333 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 25475 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 6743 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. HABITAT FOR HUMANITY OF WICOMICO 105 N DULANEY AVE FRUITLAND MD 21826 521522421 17167 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 22200 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 9333 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 42667 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 127958 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 14000 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 10967 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 18308 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 30000 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 22200 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 7236 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 17500 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. CHILD & FAMILY FOUNDATION 200 W MAIN STREET 1ST FLOOR SALISBURY MD 21801 471220737 5116 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. MIDSHORE COMMUNITY MEDIATION CENTER LTD 8626 BROOKS DRIVE SUITE 204 EASTON MD 21601 202779553 7667 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. AWAKEN RECOVERY FOUNDATION PO BOX 533 SECRETARY MD 21664 845142801 6925 0 COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. WORCESTER COUNTY GOLD PO BOX 335 SNOW HILL MD 21863 522041906 6833 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 SERVING ON THE COMMUNITY IMPACT COMMITTEE FROM ALL FOUR COUNTIES, IN CONJUNCTION WITH UNITED WAY STAFF, EVALUATE AND DIRECT DOLLARS TO PROGRAMS THAT EFFECTIVELY HELP LOWER SHORE RESIDENTS. COMMITTEE MEMBERS INVEST THEIR TIME AND ENERGY TO VISIT WITH APPLICANTS AND LEARN ABOUT THEIR WORK AND PROGRAMS AND REVIEW EACH APPLICATION INCLUDING BUDGETS, OUTCOMES AND EFFICIENCIES IN MEETING LOCAL NEEDS. FUNDING RECOMMENDATIONS ARE ALLOCATED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON ANNUAL FUNDRAISING AND BUDGET, AND ARE DISTRIBUTED MONTHLY TO APPROVED NONPROFIT PARTNERS. THE PROCESS ASSURES UNITED WAY DONORS THEIR CONTRIBUTIONS ARE BEING INVESTED AS EQUITABLY AND EFFECTIVELY AS POSSIBLE IN LOCAL NONPROFITS AND DIRECT PROGRAMS WHICH ARE ADDRESSING CRITICAL COMMUNITY NEEDS AND EMPOWERING LOCAL NEIGHBORS. PARTNERS SUBMIT UPDATE REPORTS AND ARE REQUIRED TO KEEP UWLES APPRISED OF ANY SIGNIFICANT CHANGES IN PROGRAMS OR ADMINISTRATION WHICH DELIVERY OF PROGRAMS OR SERVICES. X PROGRAM SUPPORT, RENT, PROFESSIONAL SERVICES 150 114079 FMV/COMPARABLE COST 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 DIRECTORS. 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 2024-2025.