Form 990 for tax year 2024

Filed by UPPER SHORE AGING HOUSING CORP INC.

Totals

Total revenue: $2,234,970
Total expenses: $2,152,378
Contributions and grants received: $1,447,386
Grants paid: $0
Program service revenue: $744,180
Investment income: $43,404
Other revenue: $0
Total assets, end of year: $12,333,562
Total liabilities, end of year: $9,117,001
Net assets or fund balances, end of year: $3,216,561
Program services expenses (Part IX): $1,909,153
Management and general expenses: $243,114
Fundraising expenses: $0
Program service expenses (Part III): $1,909,153

Program services were 88.7% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$1,447,386
1f · All other contributions, gifts and grants

$0
1g · Noncash contributions included above

$0
2a · Program service revenue: RENTAL CHARGES

total $744,180 · related or exempt $744,180 · unrelated business $0 · excluded $0
2b · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2c · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2d · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2e · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $43,404 · related or exempt $43,404 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $0
7d · Net gain or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$0
8c · Net income from fundraising events

total $0 · unrelated business $0 · excluded $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11a · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11b · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11c · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $105,696 · program services $0 · management and general $105,696 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $324,743 · program services $256,458 · management and general $68,285 · fundraising $0
8 · Pension plan contributions

total $46,984 · program services $29,379 · management and general $17,605 · fundraising $0
9 · Other employee benefits

total $42,555 · program services $26,610 · management and general $15,945 · fundraising $0
10 · Payroll taxes

total $42,149 · program services $26,355 · management and general $15,794 · fundraising $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $6,804 · program services $2,940 · management and general $3,864 · fundraising $0
11c · Fees: accounting

total $30,113 · program services $26,063 · management and general $4,050 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $2,060 · program services $0 · management and general $2,060 · fundraising $0
12 · Advertising and promotion

total $0 · program services $0 · management and general $0 · fundraising $0
13 · Office expenses

total $49,284 · program services $46,851 · management and general $2,433 · fundraising $0
14 · Information technology

total $0 · program services $0 · management and general $0 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $729,256 · program services $726,256 · management and general $3,000 · fundraising $0
17 · Travel

total $0 · program services $0 · management and general $0 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $0 · program services $0 · management and general $0 · fundraising $0
20 · Interest

total $416,113 · program services $416,113 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $251,982 · program services $251,982 · management and general $0 · fundraising $0
23 · Insurance

total $101,215 · program services $96,722 · management and general $4,382 · fundraising $0
24a · Other expenses: OTHER FINANCIAL EXPENSES

total $3,424 · program services $3,424 · management and general $0 · fundraising $0
24b · Other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
24c · Other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
24d · Other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
26 · Joint costs (an allocation of the lines above)

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,000 · end of year $1,000
2 · Savings and temporary cash investments

beginning of year $1,617,905 · end of year $2,441,593
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $64,999 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$10,495,483
10b · Land, buildings and equipment: accumulated depreciation

$666,500
10c · Land, buildings and equipment, net

beginning of year $4,902,002 · end of year $9,828,983
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $104,106 · end of year $61,986
17 · Accounts payable and accrued expenses

beginning of year $23,499 · end of year $106,478
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $3,878,095 · end of year $8,951,262
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $29,559 · end of year $59,261
27 · Net assets without donor restrictions

beginning of year $2,758,859 · end of year $3,216,561
28 · Net assets with donor restrictions

beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

To identify elderly individuals who are living in substandard housing in the community. This includes excessive rent costs utilities lack of adequate heating and cooling poor insulation ventilation or overcrowding.

To identify elderly individuals who are living in substandard housing in the community. This includes excessive rent costs utilities lack of adequate heating and cooling poor insulation ventilation or overcrowding. To inform and educate these individuals who would benefit from our low cost apartment rental program. To ensure that all our tenants live in safe and sanitary conditions and to enable them to live a more comfortable and secure lifestyle in their later years.

Expenses $1,909,153 · Revenue $787,584

As filed on the 2024 return.

Listed in Part VII

Gary Gunther

Secretary

Total calculated

$105,696

From this org

$85,396

From related orgs

$0

Other

$20,300

Hours/week

40
Wendy Dyott

President

Total calculated

$0

Hours/week

1
Irving Pinder

Vice President

Total calculated

$0

Hours/week

1
Charles Kinnamon

Treasurer

Total calculated

$0

Hours/week

1
Jeff Scott

Director

Total calculated

$0

Hours/week

1
Herb Cain

Director

Total calculated

$0

Hours/week

1
Robert Mowell

Director

Total calculated

$0

Hours/week

1
David Trolio

Director

Total calculated

$0

Hours/week

1

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

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

MORGNEC VILLAGE LLC

LOW INCOME HOUSING · MD · income $358,999 · assets $1,561,486

Directly controlled by UPPER SHORE AGING HOUSING CORPORATION
HMDE LLC

LOW INCOME HOUSING · MD · income $1,150,736 · assets $5,473,539

Directly controlled by UPPER SHORE AGING HOUSING CORPORATION
PERRY VILLA LLC

LOW INCOME HOUSING · MD · income $277,838 · assets $1,758,192

Directly controlled by UPPER SHORE AGING HOUSING CORPORATION
ROCK HALL USAHC LLC

LOW INCOME HOUSING · MD · income $408,780 · assets $2,519,756

Directly controlled by UPPER SHORE AGING HOUSING CORPORATION

Provenance

Return type: form_990
Tax year: 2024
Filed: 19 August 2026
IRS schema version: 2024v5.1
Source object: 202622319349300502

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