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Nonprofiteer
← UNITED WAY OF THE LOWER EASTERN SHORE INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE LOWER EASTERN SHORE INC.

Totals

Total revenue
$1,593,550
Total expenses
$1,731,887
Contributions and grants received
$1,371,280
Grants paid
$663,541
Program service revenue
$0
Investment income
$140,645
Other revenue
$81,625
Total assets, end of year
$1,464,905
Total liabilities, end of year
$691,490
Net assets or fund balances, end of year
$773,415
Program services expenses (Part IX)
$1,359,410
Management and general expenses
$120,565
Fundraising expenses
$251,912
Program service expenses (Part III)
$1,359,410

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $40,771

  • 1f · All other contributions, gifts and grants

    $1,330,509

  • 1g · Noncash contributions included above

    $146,249

  • 3 · Investment income

    total $140,729 · related or exempt $140,729

  • 7a · Gross sales of assets other than inventory

    securities $10,014

  • 7b · Less cost or other basis and sales expenses

    securities $10,098

  • 7c · Gain or loss

    securities -$84

  • 7d · Net gain or loss

    total -$84 · related or exempt -$84

  • 8a · Fundraising events: gross income

    $222,094

  • 8a · Fundraising events: contributions included on line 1c

    $40,771

  • 8b · Fundraising events: direct expenses

    $142,992

  • 8c · Net income from fundraising events

    total $79,102 · excluded $79,102

  • 11a · Other revenue: COST RECOVERY FEES

    total $2,523 · related or exempt $2,523

  • 11e · Other revenue, total

    $2,523

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $663,541 · program services $663,541

  • 5 · Compensation of officers, directors and key employees

    total $95,196 · program services $55,703 · management and general $15,832 · fundraising $23,661

  • 7 · Other salaries and wages

    total $384,686 · program services $234,395 · management and general $58,144 · fundraising $92,147

  • 8 · Pension plan contributions

    total $7,324 · program services $3,346 · management and general $1,443 · fundraising $2,535

  • 9 · Other employee benefits

    total $36,081 · program services $16,496 · management and general $6,899 · fundraising $12,686

  • 10 · Payroll taxes

    total $36,952 · program services $16,883 · management and general $7,280 · fundraising $12,789

  • 11c · Fees: accounting

    total $18,000 · program services $4,250 · management and general $13,000 · fundraising $750

  • 11e · Fees: professional fundraising services

    total $6,509 · fundraising $6,509

  • 12 · Advertising and promotion

    total $6,303 · program services $4,996 · fundraising $1,307

  • 13 · Office expenses

    total $9,246 · program services $7,255 · management and general $1,128 · fundraising $863

  • 16 · Occupancy

    total $94,933 · program services $71,845 · management and general $7,984 · fundraising $15,104

  • 17 · Travel

    total $1,660 · program services $1,382 · management and general $134 · fundraising $144

  • 19 · Conferences, conventions and meetings

    total $10,847 · program services $9,100 · management and general $535 · fundraising $1,212

  • 20 · Interest

    total $859 · management and general $375 · fundraising $484

  • 21 · Payments to affiliates

    total $10,267 · program services $10,267

  • 22 · Depreciation, depletion and amortization

    total $2,084 · program services $1,232 · management and general $698 · fundraising $154

  • 24a · Other expenses: IMAGINIATION LIBRARY

    total $126,451 · program services $126,451

  • 24b · Other expenses: CAMPAIGN EXPENSES

    total $72,224 · fundraising $72,224

  • 24c · Other expenses: PROGRAM EXPENSES

    total $63,809 · program services $63,809

  • 24d · Other expenses: EQUIPMENT RENTAL AND MA

    total $39,079 · program services $26,353 · management and general $4,430 · fundraising $8,296

  • 24e · All other expenses

    total $45,836 · program services $42,106 · management and general $2,683 · fundraising $1,047

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $554,932 · end of year $426,283

  • 2 · Savings and temporary cash investments

    beginning of year $310,602 · end of year $329,972

  • 3 · Pledges and grants receivable

    beginning of year $255,068 · end of year $308,653

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,449 · end of year $77,471

  • 10a · Land, buildings and equipment: cost or other basis

    $77,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $72,285

  • 10c · Land, buildings and equipment, net

    beginning of year $7,078 · end of year $4,715

  • 11 · Investments: publicly traded securities

    beginning of year $112,916 · end of year $130,590

  • 15 · Other assets

    beginning of year $0 · end of year $187,221

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,984 · end of year $36,237

  • 18 · Grants payable

    beginning of year $204,541 · end of year $213,309

  • 19 · Deferred revenue

    beginning of year $138,944 · end of year $252,704

  • 25 · Other liabilities

    beginning of year $0 · end of year $189,240

  • 27 · Net assets without donor restrictions

    beginning of year $905,576 · end of year $773,415

Mission and programs · 2022

Mission

TO CONNECT LOCAL COMMUNITY MEMBERS IN DORCHESTER, SOMERSET, WICOMICO, AND WORCESTER COUNTIES WITH DIRECT AND PARTNER RESOURCES TO STRENGTHEN THE HEALTH, EDUCATION, AND FINANCIAL STABILITY FOR ALL NEIGHBORS.

Activities or mission (Part I)

UNITED WAY OF THE LOWER EASTERN SHORE HARNESSES THE POWER OF OUR COMMUNITY TO ADVANCE HEALTH, EDUCATION, AND FINANCIAL STABILITY

  • 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 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. THE PROCESS PROVIDES UNITED WAY DONORS THE ADDED VALUE OF A SUPERIOR LEVEL OF ACCOUNTABILITY AND STEWARDSHIP FOR THEIR CONTRIBUTIONS. 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. FUNDS ARE APPROVED BY THE BOARD OF DIRECTORS BASED ON ANNUAL CAMPAIGN FUNDRAISING AND ARE DISTRIBUTED MONTHLY TO APPROVED PARTNER AGENCY PROGRAMS. IN THE 2022-2023 YEAR, UNITED WAY OF THE LOWER EASTERN SHORE AND 41 LOCAL NONPROFIT ENTITIES RECEIVED FUNDING SUPPORT FOR 68 PROGRAMS SERVING LOWER EASTERN SHORE RESIDENTS.

    Expenses $663,541 · Grants $663,541

  • IN ADDITION TO FUNDING LOCAL PROGRAMS, THE UNITED WAY OF THE LOWER EASTERN SHORE PROVIDES DIRECT PROGRAMS, INCLUDING FOR 2022-2023:THE IMAGINATION LIBRARY LITERACY PROGRAM FOR BIRTH-FIVE, INFORMATION & REFERRAL SERVICES, COLLEGIATE STUDENT UNITED WAY COMMUNITY SERVICE CLUBS, WELLNESS MADE EASY HEALTH LITERACY PROGRAM, READ TO SUCCEED READING SUPPORT PROGRAM FOR EARLY ELEMENTARY STUDENTS, JUMPSTART DEVELOPMENT SUPPORT PROGRAM FOR NON-PROFITS, WOMEN UNITED AND EMERGING LEADERS AFFINITY/VOLUNTEER GROUPS, NON-PROFIT TRAINING AND SUPPORT, ADDICTION AWARENESS YOUTH ART COMPETITION, AND THE MARYLAND ALICE REPORT. 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 150 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 A KEY PARTNER AND LEADER IN LOCAL COMMUNITY RESPONSE TASK FORCES AND ADVOCACY GROUPS.

    Expenses $695,869

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michele Canopii

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sonya Whited

    EXECUTIVE VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Joy Strand

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tracy Simpson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dana Seiler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Rudnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jesse Reid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bryan Newton

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sharon Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cortney Monar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Mock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vicki Miele

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Mengason

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim List

    DEVELOPMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gus Lebois

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Layton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Candice Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Annette Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Hasson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roy Geiser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Gaddis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Fiddler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Farrow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Memo Diriker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Chance

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Pamela R Gregory

    CEO/PRESIDENT (NONVOTING)

    Total calculated
    $98,062
    From this org
    $95,196
    From related orgs
    $0
    Other
    $2,866
    Hours/week
    40

  • Alexis Mumford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Fulkrod

    FINANCE MANAGER/RESIDENT AGENT (NONVOTING)

    Total calculated
    $87,422
    From this org
    $80,461
    From related orgs
    $0
    Other
    $6,961
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • MAC INC

    $141,917

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • LIFE CRISIS CENTER

    $42,518

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • CATHOLIC CHARITIES - SETON CENTER

    $40,518

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • DIAKONIA

    $36,250

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • THE SALVATION ARMY - LOWER SHORE

    $34,417

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • DELMARVA COMMUNITY SERVICES

    $25,051

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • EPOCH DREAM CENTER

    $24,584

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • COASTAL HOSPICE & PALLIATIVE CARE

    $23,261

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • HORIZONS DELMARVA

    $22,084

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

  • VILLAGE OF HOPE

    $21,917

    COMMUNITY IMPACT GRANTS TO ASSIST ORGANIZATION TO ACCOMPLISH THEIR GOAL OF HELPING LOWER SHORE RESIDENTS.

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
18 December 2023
IRS schema version
2022v5.0
Source object
202323539349300912

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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