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Nonprofiteer
← UNITED WAY OF THE LOWER EASTERN SHORE INC

Form 990 for tax year 2024

Filed by UNITED WAY OF THE LOWER EASTERN SHORE INC.

Totals

Total revenue
$1,730,207
Total expenses
$1,719,084
Contributions and grants received
$1,409,441
Grants paid
$565,720
Program service revenue
$0
Investment income
$177,912
Other revenue
$142,854
Total assets, end of year
$1,571,493
Total liabilities, end of year
$573,858
Net assets or fund balances, end of year
$997,635
Program services expenses (Part IX)
$1,302,347
Management and general expenses
$160,539
Fundraising expenses
$256,198
Program service expenses (Part III)
$1,302,347

Program services were 75.8% 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

    $28,247

  • 1e · Government grants (contributions)

    $56,433

  • 1f · All other contributions, gifts and grants

    $1,324,761

  • 1g · Noncash contributions included above

    $114,079

  • 3 · Investment income

    total $161,964 · related or exempt $161,964

  • 7a · Gross sales of assets other than inventory

    securities $255,550

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

    securities $239,602

  • 7c · Gain or loss

    securities $15,948

  • 7d · Net gain or loss

    total $15,948 · related or exempt $15,948

  • 8a · Fundraising events: gross income

    $345,352

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

    $28,247

  • 8b · Fundraising events: direct expenses

    $207,369

  • 8c · Net income from fundraising events

    total $137,983 · excluded $137,983

  • 11a · Other revenue: WORKSHOP FEES

    total $2,886 · related or exempt $2,886

  • 11b · Other revenue: COST RECOVERY FEES

    total $1,985 · related or exempt $1,985

  • 11e · Other revenue, total

    $4,871

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $565,720 · program services $565,720

  • 5 · Compensation of officers, directors and key employees

    total $173,485 · program services $86,679 · management and general $36,826 · fundraising $49,980

  • 7 · Other salaries and wages

    total $310,428 · program services $155,100 · management and general $65,896 · fundraising $89,432

  • 8 · Pension plan contributions

    total $4,519 · program services $2,258 · management and general $959 · fundraising $1,302

  • 9 · Other employee benefits

    total $44,726 · program services $22,278 · management and general $9,486 · fundraising $12,962

  • 10 · Payroll taxes

    total $35,718 · program services $22,506 · management and general $6,422 · fundraising $6,790

  • 11c · Fees: accounting

    total $14,000 · management and general $14,000

  • 11f · Fees: investment management

    total $5,712 · management and general $5,712

  • 11g · Fees: other

    total $6,280 · program services $6,003 · management and general $166 · fundraising $111

  • 12 · Advertising and promotion

    total $13,196 · program services $13,196

  • 13 · Office expenses

    total $11,403 · program services $6,088 · management and general $1,370 · fundraising $3,945

  • 16 · Occupancy

    total $95,135 · program services $80,849 · management and general $7,163 · fundraising $7,123

  • 17 · Travel

    total $1,182 · program services $1,007 · management and general $175

  • 19 · Conferences, conventions and meetings

    total $7,073 · program services $6,969 · fundraising $104

  • 21 · Payments to affiliates

    total $20,990 · program services $13,570 · management and general $6,223 · fundraising $1,197

  • 22 · Depreciation, depletion and amortization

    total $1,830 · program services $1,043 · management and general $657 · fundraising $130

  • 23 · Insurance

    total $5,657 · program services $3,415 · management and general $1,203 · fundraising $1,039

  • 24a · Other expenses: IMAGINATION LIBRARY

    total $184,528 · program services $184,528

  • 24b · Other expenses: PROGRAM EXPENSES

    total $83,214 · program services $83,214

  • 24c · Other expenses: CAMPAIGN EXPENSES

    total $71,730 · fundraising $71,730

  • 24d · Other expenses: EQUIPMENT RENTAL AND MA

    total $34,235 · program services $20,264 · management and general $3,918 · fundraising $10,053

  • 24e · All other expenses

    total $28,323 · program services $27,660 · management and general $363 · fundraising $300

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $302,038 · end of year $255,361

  • 2 · Savings and temporary cash investments

    beginning of year $241,601 · end of year $165,773

  • 3 · Pledges and grants receivable

    beginning of year $212,883 · end of year $233,344

  • 9 · Prepaid expenses and deferred charges

    beginning of year $88,355 · end of year $104,944

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

    $79,289

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

    $75,929

  • 10c · Land, buildings and equipment, net

    beginning of year $2,902 · end of year $3,360

  • 11 · Investments: publicly traded securities

    beginning of year $558,297 · end of year $701,686

  • 15 · Other assets

    beginning of year $148,288 · end of year $107,025

  • 17 · Accounts payable and accrued expenses

    beginning of year $46,358 · end of year $45,488

  • 18 · Grants payable

    beginning of year $211,454 · end of year $175,356

  • 19 · Deferred revenue

    beginning of year $193,379 · end of year $241,601

  • 25 · Other liabilities

    beginning of year $152,181 · end of year $111,413

  • 27 · Net assets without donor restrictions

    beginning of year $568,492 · end of year $615,541

  • 28 · Net assets with donor restrictions

    beginning of year $382,500 · end of year $382,094

Mission and programs · 2024

Mission

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.

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 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.

    Expenses $565,720 · Grants $565,720

  • 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.

    Expenses $736,627

As filed on the 2024 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

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joy Strand

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mark Rudnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Mock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Mengason

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Candice Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Hasson

    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

  • Matthew Chance

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Alexis Mumford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vicki Green

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pamela R Gregory

    PRESIDENT/CEO (NONVOTING)

    Total calculated
    $110,199
    From this org
    $93,370
    From related orgs
    $0
    Other
    $16,829
    Hours/week
    40

  • Steven Fulkrod

    FINANCE MANAGER/RESIDENT AGENT (NONVOTING)

    Total calculated
    $96,927
    From this org
    $80,252
    From related orgs
    $0
    Other
    $16,675
    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

    $127,958

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

  • LIFE CRISIS CENTER

    $42,667

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

  • CATHOLIC CHARITIES - SETON CENTER

    $36,967

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

  • DIAKONIA

    $30,667

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

  • THE SALVATION ARMY - LOWER SHORE

    $30,000

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

  • EPOCH DREAM CENTER

    $25,475

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

  • HORIZONS DELMARVA

    $22,200

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

  • VILLAGE OF HOPE

    $22,200

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

  • CHESAPEAKE HOUSING MISSION

    $20,200

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

  • DELMARVA COMMUNITY SERVICES

    $19,167

    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
2024
Filed
15 December 2025
IRS schema version
2024v5.2
Source object
202503499349301310

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

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