Totals
- Total revenue
- $3,414,894
- Total expenses
- $3,335,623
- Contributions and grants received
- $3,303,175
- Grants paid
- $962,339
- Program service revenue
- $68,401
- Investment income
- $2,793
- Other revenue
- $40,525
- Total assets, end of year
- $2,037,594
- Total liabilities, end of year
- $892,773
- Net assets or fund balances, end of year
- $1,144,821
- Program services expenses (Part IX)
- $2,746,600
- Management and general expenses
- $589,023
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,746,600
Program services were 82.3% 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.
-
1e · Government grants (contributions)
$3,154,993
-
1f · All other contributions, gifts and grants
$148,182
-
2a · Program service revenue: MANAGEMENT FEES
total $68,401 · related or exempt $68,401
-
3 · Investment income
total $448 · excluded $448
-
6a · Gross rents
real property $13,365
-
6c · Rental income or loss
real property $13,365
-
6d · Net rental income or loss
total $13,365 · excluded $13,365
-
7a · Gross sales of assets other than inventory
other assets $2,345
-
7c · Gain or loss
other assets $2,345
-
7d · Net gain or loss
total $2,345 · excluded $2,345
-
11a · Other revenue: MISCELLANEOUS INCOME
total $27,160 · related or exempt $27,160
-
11e · Other revenue, total
$27,160
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $962,339 · program services $962,339
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $106,040 · program services $83,784 · management and general $22,256
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $988,430 · program services $780,979 · management and general $207,451
-
8 · Pension plan contributions
total $25,011 · program services $21,820 · management and general $3,191
-
9 · Other employee benefits
total $203,772 · program services $167,787 · management and general $35,985
-
10 · Payroll taxes
total $113,570 · program services $94,123 · management and general $19,447
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $15,200 · management and general $15,200
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $193,989 · program services $167,096 · management and general $26,893
-
12 · Advertising and promotion
total $45,418 · program services $34,705 · management and general $10,713
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $220,184 · program services $156,790 · management and general $63,394
-
17 · Travel
total $165,870 · program services $160,916 · management and general $4,954
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,547 · program services $1,636 · management and general $911
-
20 · Interest
total $21,200 · program services $249 · management and general $20,951
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $68,829 · management and general $68,829
-
23 · Insurance
total $26,732 · program services $150 · management and general $26,582
-
24a · Other expenses: COMMUNICATIONS
total $63,941 · program services $39,046 · management and general $24,895
-
24b · Other expenses: EQUIPMENT PURCHASES
total $21,545 · program services $13,491 · management and general $8,054
-
24c · Other expenses: EDUCATION AND FEES
total $30,635 · program services $14,457 · management and general $16,178
-
24d · Other expenses: SUPPLIES AND PRINTING
total $60,371 · program services $47,232 · management and general $13,139
-
24e · All other expenses
total $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 $152,635 · end of year $67,977
-
4 · Accounts receivable
beginning of year $628,958 · end of year $796,582
-
9 · Prepaid expenses and deferred charges
beginning of year $2,522 · end of year $3,052
-
10a · Land, buildings and equipment: cost or other basis
$2,366,918
-
10b · Land, buildings and equipment: accumulated depreciation
$1,228,712
-
10c · Land, buildings and equipment, net
beginning of year $1,097,351 · end of year $1,138,206
-
12 · Investments: other securities
beginning of year $28,076 · end of year $30,777
-
17 · Accounts payable and accrued expenses
beginning of year $385,645 · end of year $418,606
-
19 · Deferred revenue
beginning of year $49,208 · end of year $68,827
-
23 · Secured mortgages and notes payable
beginning of year $332,840 · end of year $305,340
-
24 · Unsecured notes and loans payable
beginning of year $80,000 · end of year $100,000
-
27 · Net assets without donor restrictions
beginning of year $1,062,849 · end of year $1,144,821
Mission and programs · 2022
Mission
THE ORGANIZATION DEVELOPS AND PROVIDES A VARIETY OF PROGRAMS FOR OLDER PERSONS IN THE UPPER SHORE REGION, WHICH HELP MAINTAIN AND IMPROVE QUALITY OF LIFE.
-
SENIOR CENTERS ARE DESIGNED TO OFFER ACTIVITIES FOR SENIOR CITIZENS 60 YEARS OF AGE AND OLDER IN THREE COUNTIES, KENT, CAROLINE, AND TALBOT. THE 5 SENIOR CENTERS FOCUS ON SOCIAL AND RECREATIONAL NEEDS, WITH AN EMPHASIS ON OFFERING HEALTH, WELLNESS, NUTRITION, AND SAFETY PROGRAMS. IN FISCAL YEAR 2023, THE CENTERS SERVED OVER 1,520 UNDUPLICATED PERSONS.
Expenses $1,261,531 · Grants $241,520
-
CONGREGATE NUTRITION MEALS ON WHEELS CONGREGATE MEALS ARE OFFERED AT THE SENIOR CENTERS IN KENT, CAROLINE, AND TALBOT COUNTIES. MEALS SERVED UNDER THE PROGRAM MUST PROVIDE AT LEAST ONE THIRD OF THE RECOMMENDED DIETARY ALLOWANCE ESTABLISHED BY THE FOOD AND NUTRITION BOARD OF THE INSTITUTE OF MEDICINE OF THE NATIONAL ACADEMY OF SCIENCE. THE CONGREGATE MEALS PROGRAM OFFERS SENIORS AN OPPORTUNITY TO MEET NEW FRIENDS AND ENGAGE IN OTHER SOCIAL OR HEALTH RELATED PROGRAMS. DURING FISCAL YEAR 2023, UPPER SHORE AGING INC. SERVED 3,089 CONGREGATE MEALS TO 367 UNDUPLICATED PERSONS. MEALS ON WHEELS ARE DELIVERED TO HOME-BOUND OLDER ADULTS WHO CANNOT PREPARE A MEAL FOR THEMSELVES. DURING FISCAL YEAR 2023, UPPER SHORE AGING INC. SERVED 90,060 HOME-DELIVERED MEALS, TO MORE THAN 1,401 UNDUPLICATED PEOPLE.
Expenses $995,768 · Grants $629,893
-
UPPER SHORE AGING PROVIDED DISEASE PREVENTION AND HEALTH PROMOTION ACTIVITIES FOR SENIOR CITIZENS DURING FY 2023. THESE INCLUDE HEALTH SCREENING, NUTRITION SCREENING, PHYSICAL FITNESS/GROUP EXERCISE, AND NUTRITION EDUCATION. HEALTH PROMOTION INCLUDES EVIDENCE-BASED PROGRAMMING THAT HAVE BEEN DOCUMENTED TO PRODUCE IMPROVED HEALTH OUTCOMES.
Expenses $371,961 · Grants $87,655
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Andrew HollisANDREW HOLLIS
EXECUTIVE DIRECTOR
- Total calculated
- $106,040
- From this org
- $106,040
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Amy KreinerAMY KREINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank BartzFRANK BARTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill ShrievesBILL SHRIEVES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Joyce DavisJOYCE DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl BeulahCHERYL BEULAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John PriceJOHN PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pete LesherPETE LESHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judy MuschJUDY MUSCH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Corey PackCOREY PACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jamie BeecheyJAMIE BEECHEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carol DonohueCAROL DONOHUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kay BrodieKAY BRODIE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Thom GrossTHOM GROSS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Serug A Phoenix SrSERUG A PHOENIX SR
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 23 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431149349301113
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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