2011-11-10T12:57:49-06:00 2011-06-30 PKS & COMPANY PA PO BOX 72 SALISBURY MD 218030072 990 2010-07-01 526016589 UNITED WAY OF THE LOWER EASTERN SHORE INC UNIT 4107425143 801 NORTH SALISBURY BOULEVARD NO 202 SALISBURY MD 21801 KATHLEEN MOMME 4107425143 2011-11-01 1 ANDREW M HAYNIE CPA 4105465600 2010 2016-03-07 17:11:31Z KATHLEEN MOMME 801 N SALISBURY BOULEVARD SUITE 202 SALISBURY MD 21801 1548644 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. 30 30 7 30 0 0 1425722 1447526 0 0 70595 98318 1400 2800 1497717 1548644 944738 1116565 0 0 341427 389675 0 0 201974 228313 261331 1514478 1767571 -16761 -218927 684522 797316 511292 844439 173230 -47123 X 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. 0 0 1116565 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. 301248 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. 1417813 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 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 30 30 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 TIM FEIST 10.00 X X 0 0 0 BILL MIDDLETON 10.00 X X 0 0 0 GENE ADKINS 10.00 X X 0 0 0 GAGE THOMAS 10.00 X X 0 0 0 ELAINE BRADY 10.00 X X 0 0 0 JOHN GADDIS 10.00 X X 0 0 0 JIM KRAHN 10.00 X X 0 0 0 GUS LEBOIS 10.00 X X 0 0 0 RICK NELSON 10.00 X X 0 0 0 CHRIS BITTERS 10.00 X 0 0 0 RICK BRIGGS 10.00 X 0 0 0 BRUCE BRIGHT 10.00 X 0 0 0 PETE BUGAS 10.00 X 0 0 0 LINDA HENRY 10.00 X 0 0 0 CRAIG JAHELKA 10.00 X 0 0 0 MIKE LANGLEY 10.00 X 0 0 0 STEVEN LEONARD 10.00 X 0 0 0 GINNY REID MATERN 10.00 X 0 0 0 TOM MEARS 10.00 X 0 0 0 FREDDY MITCHELL 10.00 X 0 0 0 KAREN REDDERSEN 10.00 X 0 0 0 JOE RUARK 10.00 X 0 0 0 JAN PERDUE 10.00 X 0 0 0 TONY SARBANES 10.00 X 0 0 0 IRA SHOCKLEY 10.00 X 0 0 0 CATHIE THORSTEN 10.00 X 0 0 0 VINCE TOLBERT 10.00 X 0 0 0 LAURIE TWILLEY 10.00 X 0 0 0 TOM WISNIEWSKI 10.00 X 0 0 0 TALANA WATSON 10.00 X 0 0 0 KATHLEEN MOMME 40.00 X 90729 0 10369 90729 0 10369 0 0 0 0 0 1447526 1447526 98318 98318 2800 0 2800 2800 1548644 0 0 101118 1116565 1116565 90729 43550 22682 24497 237163 113838 59291 64034 34598 16607 8650 9341 27185 13049 6796 7340 13451 13451 21154 17134 1693 2327 36414 29495 2913 4006 7189 5823 575 791 9502 7697 760 1045 2914 2914 20539 20539 4919 4919 CAMPAIGN EXPENSES 48789 48789 OTHER PROGRAM EXPENSES 47703 10928 36775 ANNUAL MEETING/VOLUNTEE 20823 20823 PRINTING AND PUBLICATIO 9018 7305 721 992 EQUIPMENT RENTAL AND MA 7611 6165 609 837 11305 8834 1271 1200 1767571 1417813 147784 201974 109612 182574 2310 11493 529742 554847 12976 10804 68902 59778 12330 9124 17552 28474 684522 797316 39878 42456 470750 557725 144594 664 99664 511292 844439 X 98992 -56955 74238 9832 173230 -47123 684522 797316 X -218927 -1426 X X 0 1 1 X 0 X 1510882 1690765 1462237 1425722 1447526 7537132 1510882 1690765 1462237 1425722 1447526 7537132 7537132 117490 121398 61728 71006 98318 469940 -411 -411 8006661 29957 0.94140 0.94090 X 1740 1069 671 67162 58709 8453 9124 1548644 1767571 -218927 -1426 -1426 -220353 1690877 246626 -1426 245200 1445677 102967 102967 1548644 1911230 246626 246626 1664604 102967 102967 1767571 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. 0 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. WILLIAM TURNER WILLIAM TURNER IS A FORMER DIRECTOR OF THE UNITED WAY OF THE L.E.S. 25023 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,426. FORM 990, PART XI, LINE 2C THE PROCESS FOR REVIEWING THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PREVIOUS YEAR.