UNITED WAY OF THE LOWER EASTERN SHORE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE LOWER EASTERN SHORE INC (EIN 52-6016589)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-10
- IRS object ID
- 201143149349302219
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T12:57:49-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKS & COMPANY PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 72 | AddressLine1 |
| City | SALISBURY | City |
| State | MD | State |
| ZIP Code | 218030072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526016589 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE LOWER EASTERN SHORE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 4107425143 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NORTH SALISBURY BOULEVARD NO | AddressLine1 |
| Address Line2 | 202 | AddressLine2 |
| City | SALISBURY | City |
| State | MD | State |
| ZIP Code | 21801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN MOMME | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4107425143 | Phone |
| Date Signed | 2011-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW M HAYNIE CPA | Name |
| Phone | 4105465600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN MOMME | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N SALISBURY BOULEVARD SUITE 202 | AddressLine1 |
| City | SALISBURY | City |
| State | MD | State |
| ZIP Code | 21801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1548644 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAY4US.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO CONNECT LOCAL RESOURCES AND COMMUNITY MEMBERS IN WORCESTER, WICOMICO, SOMERSET AND DORCHESTER COUNTIES WITH LOCAL HEALTH AND HUMAN NEEDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1425722 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1447526 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 70595 | InvestmentIncomePriorYear |
| Investment Income Current Year | 98318 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1400 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2800 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1497717 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1548644 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 944738 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1116565 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 341427 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 389675 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 201974 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 228313 | OtherExpensePriorYear |
| Other Expenses Current Year | 261331 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1514478 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1767571 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -16761 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -218927 | RevenuesLessExpensesCY |
| Total Assets BOY | 684522 | TotalAssetsBOY |
| Total Assets EOY | 797316 | TotalAssetsEOY |
| Total Liabilities BOY | 511292 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 844439 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 173230 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -47123 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE UNITED WAY OF THE LOWER EASTERN SHORE, INC. IS TO INCREASE THE ORGANIZED CAPACITY FOR PEOPLE TO CARE FOR ONE ANOTHER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1116565 | Expense |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 301248 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1417813 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE DRYDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4107425143 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NORTH SALISBURY BOULEVARD SUITE | AddressLine1 |
| City | SALISBURY | City |
| State | MD | State |
| ZIP Code | 21801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TIM FEIST | ||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| BILL MIDDLETON | ||||||
| EXECUTIVE VP | 10.00 | X | X | 0 | 0 | 0 |
| GENE ADKINS | ||||||
| SECRETARY/TREASURER | 10.00 | X | X | 0 | 0 | 0 |
| GAGE THOMAS | ||||||
| IMMEDIATE PAST PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| ELAINE BRADY | ||||||
| VP - COMMUNITY INVESTMENT | 10.00 | X | X | 0 | 0 | 0 |
| JOHN GADDIS | ||||||
| VP - WORCESTER COUNTY | 10.00 | X | X | 0 | 0 | 0 |
| JIM KRAHN | ||||||
| VP - DORCHESTER | 10.00 | X | X | 0 | 0 | 0 |
| GUS LEBOIS | ||||||
| VP - WICOMICO COUNTY | 10.00 | X | X | 0 | 0 | 0 |
| RICK NELSON | ||||||
| VP - SOMMERSET | 10.00 | X | X | 0 | 0 | 0 |
| CHRIS BITTERS | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| RICK BRIGGS | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| BRUCE BRIGHT | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| PETE BUGAS | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| LINDA HENRY | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| CRAIG JAHELKA | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| MIKE LANGLEY | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| STEVEN LEONARD | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| GINNY REID MATERN | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| TOM MEARS | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| FREDDY MITCHELL | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| KAREN REDDERSEN | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| JOE RUARK | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| JAN PERDUE | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| TONY SARBANES | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| IRA SHOCKLEY | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| CATHIE THORSTEN | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| VINCE TOLBERT | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| LAURIE TWILLEY | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| TOM WISNIEWSKI | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| TALANA WATSON | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| KATHLEEN MOMME | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 90729 | 0 | 10369 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90729 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10369 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1447526 | AllOtherContributions |
| Total Contributions | 1447526 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98318 | TotalRevenueColumn |
| Exclusion | $98,318 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2800 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2800 | TotalRevenueColumn |
| Exclusion | $2,800 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1548644 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $101,118 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1116565 | Total |
| Program Services | 1116565 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90729 | Total |
| Program Services | 43550 | ProgramServices |
| Management And General | 22682 | ManagementAndGeneral |
| Fundraising | 24497 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237163 | Total |
| Program Services | 113838 | ProgramServices |
| Management And General | 59291 | ManagementAndGeneral |
| Fundraising | 64034 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34598 | Total |
| Program Services | 16607 | ProgramServices |
| Management And General | 8650 | ManagementAndGeneral |
| Fundraising | 9341 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27185 | Total |
| Program Services | 13049 | ProgramServices |
| Management And General | 6796 | ManagementAndGeneral |
| Fundraising | 7340 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13451 | Total |
| Management And General | 13451 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21154 | Total |
| Program Services | 17134 | ProgramServices |
| Management And General | 1693 | ManagementAndGeneral |
| Fundraising | 2327 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36414 | Total |
| Program Services | 29495 | ProgramServices |
| Management And General | 2913 | ManagementAndGeneral |
| Fundraising | 4006 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7189 | Total |
| Program Services | 5823 | ProgramServices |
| Management And General | 575 | ManagementAndGeneral |
| Fundraising | 791 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9502 | Total |
| Program Services | 7697 | ProgramServices |
| Management And General | 760 | ManagementAndGeneral |
| Fundraising | 1045 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2914 | Total |
| Management And General | 2914 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20539 | Total |
| Management And General | 20539 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4919 | Total |
| Management And General | 4919 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| CAMPAIGN EXPENSES | 48789 | 48789 | ||
| OTHER PROGRAM EXPENSES | 47703 | 36775 | 10928 | |
| ANNUAL MEETING/VOLUNTEE | 20823 | 20823 | ||
| PRINTING AND PUBLICATIO | 9018 | 992 | 7305 | 721 |
| EQUIPMENT RENTAL AND MA | 7611 | 837 | 6165 | 609 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11305 | Total |
| Program Services | 8834 | ProgramServices |
| Management And General | 1271 | ManagementAndGeneral |
| Fundraising | 1200 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1767571 | Total |
| Program Services | 1417813 | ProgramServices |
| Management And General | 147784 | ManagementAndGeneral |
| Fundraising | 201974 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109612 | BOY |
| EOY | 182574 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2310 | BOY |
| EOY | 11493 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 529742 | BOY |
| EOY | 554847 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12976 | BOY |
| EOY | 10804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 68902 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59778 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12330 | BOY |
| EOY | 9124 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17552 | BOY |
| EOY | 28474 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684522 | BOY |
| EOY | 797316 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39878 | BOY |
| EOY | 42456 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 470750 | BOY |
| EOY | 557725 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 144594 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 664 | BOY |
| EOY | 99664 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511292 | BOY |
| EOY | 844439 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98992 | BOY |
| EOY | -56955 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74238 | BOY |
| EOY | 9832 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173230 | BOY |
| EOY | -47123 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684522 | BOY |
| EOY | 797316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -218927 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1426 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1510882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1690765 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1462237 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1425722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1447526 | CurrentTaxYear |
| Total | 7537132 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1510882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1690765 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1462237 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1425722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1447526 | CurrentTaxYear |
| Total | 7537132 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 7537132 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117490 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121398 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61728 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98318 | CurrentTaxYear |
| Total | 469940 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | -411 | CurrentTaxYearMinus1Year |
| Total | -411 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8006661 | TotalSupport |
| Gross Receipts From Admissions Etc | 29957 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1740 | OtherCostOrOtherBasis |
| Depreciation | 1069 | Depreciation |
| Book Value | 671 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67162 | OtherCostOrOtherBasis |
| Depreciation | 58709 | Depreciation |
| Book Value | 8453 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9124 | TotalOfBookValueLandBuildings |
| Total Revenue | 1548644 | TotalRevenue |
| Total Expenses | 1767571 | TotalExpenses |
| Excess Or Deficit For Year | -218927 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1426 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1426 | TotalAdjustments |
| Excess Or Deficit Per FS | -220353 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1690877 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 246626 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -1426 | OtherRevenues |
| Revenue Not Rptd F990 | 245200 | RevenueNotRptdF990 |
| Revenue Subtotal | 1445677 | RevenueSubtotal |
| Other Revenues Not Included | 102967 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 102967 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1548644 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1911230 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 246626 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 246626 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1664604 | ExpensesSubtotal |
| Other Expenses Not Included | 102967 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 102967 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1767571 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET UNREALIZED LOSS ON INVESTMENTS -1,426. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS THAT ARE DONOR DESIGNATIONS 102,967. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 102,967. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - DP | ||||||
| 100 WEST 10TH STREET | WILMINGTON | DE | 19801 | 510067766 | 9500 | 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 | 43750 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| CATHOLIC CHARITIES | ||||||
| 2601 WEST FOURTH STREET | WILMINGTON | DE | 19805 | 510065685 | 75000 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| GIRL SCOUTS | ||||||
| 501 SOUTH COLLEGE AVENUE | NEWARK | DE | 19713 | 510064337 | 41500 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| COASTAL HOSPICE | ||||||
| P O BOX 1733 | SALISBURY | MD | 21804 | 521214775 | 66500 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| DELMARVA BOY SCOUTS | ||||||
| 801 WASHINGTON STREET | WILMINGTON | DE | 19801 | 510065733 | 40000 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| DELMARVA COMMUNITY SERVICES | ||||||
| 2450 CAMBRIDGE BELTWAY | CAMBRIDGE | MD | 21613 | 521000521 | 53500 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| DIAKONIA | ||||||
| 12747 OLD BRIDGE ROAD | OCEAN CITY | MD | 21842 | 521381317 | 55500 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| DORCHESTER YMCA | ||||||
| 201 TALBOT STREET | CAMBRIDGE | MD | 21613 | 521359653 | 8500 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| DOVE POINTE | ||||||
| P O BOX 1610 | SALISBURY | MD | 21802 | 520884222 | 3287 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| EASTER SEALS | ||||||
| 61 CORPORATE CIRCLE | NEW CASTLE | DE | 19720 | 510066728 | 4137 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| LIFE CRISES CENTER | ||||||
| P O BOX 387 | SALISBURY | MD | 21803 | 521147731 | 61000 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| MAC INC | ||||||
| 1504 RIVERSIDE DRIVE | SALISBURY | MD | 21801 | 520992005 | 184750 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| MD FOOD BANK | ||||||
| 2200 HALETHORPE ROAD SW | BALITMORE | MD | 21227 | 521135690 | 2847 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| SSACC COMMUNITY CENTER | ||||||
| P O BOX 2098 | SALISBURY | MD | 21802 | 521609890 | 30500 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| SALISBURY URBAN MINISTRIES | ||||||
| P O BOX 1792 | SALISBURY | MD | 21802 | 522043085 | 34500 | 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 | 140000 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| SOMERSET COMMUNITY SERVICES | ||||||
| P O BOX 18 | MARION STATION | MD | 21838 | 520907036 | 675 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| VILLAGE OF HOPE TRANSITIONAL LIVING | ||||||
| 1001 LAKE STREET | SALISBURY | MD | 21801 | 521631603 | 52000 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| WORCESTER YOUTH AND FAMILY | ||||||
| P O BOX 925 | BERLIN | MD | 21811 | 521227987 | 50952 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| SAMARITAN MINISTRIES | ||||||
| P O BOX 100 | SNOW HILL | MD | 21863 | 522080155 | 17000 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| SALISBURY HORIZONS | ||||||
| 6279 HOBBS ROAD | SALISBURY | MD | 21804 | 520904771 | 11284 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| AMERICAN RED CROSS - LS | ||||||
| P O BOX 3714 | SALISBURY | MD | 21802 | 521354553 | 40500 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
| HOLLY COMMUNITY | ||||||
| P O BOX 1489 | SALISBURY | MD | 21802 | 521035367 | 1295 | TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM TURNER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | WILLIAM TURNER IS A FORMER DIRECTOR OF THE UNITED WAY OF THE L.E.S. | Relationship |
| Amount Of Transaction | 25023 | AmountOfTransaction |
| Description Of Transaction | 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. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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 18 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,426. | FORM 990, PART XI, LINE 5: |
| THE PROCESS FOR REVIEWING THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PREVIOUS YEAR. | FORM 990, PART XI, LINE 2C |