Civic Intelligence

Upper Shore Aging Inc.

990 • Fiscal year 2016 • EIN 52-1014383

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 28, 2017

Organization ProfileWWW.UPPERSHOREAGING.ORG
100 Schauber RoadChestertown, MD 21620

(410) 778-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.49x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.42x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

40th percentile

-0.4%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$76,574

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

0.3%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,818,578

Up $13,575 (+0.8%) from 2015

Net Assets

Down

$923,920

Down $8,391 (-0.9%) from 2015

Liabilities

Up

$894,658

Up $21,966 (+2.5%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin40th percentile

Revenue

Up

$2,105,311

Up $5,873 (+0.3%) from 2015

Expenses

Up

$2,113,983

Up $32,164 (+1.5%) from 2015

Net Income

Down

-$8,672

Down $26,291 (-149%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,020,239Liabilities 2011: $1,017,964Net Assets 2011: $1,002,2752011Assets 2012: $1,938,733Liabilities 2012: $1,035,900Net Assets 2012: $902,8332012Assets 2013: $1,931,020Liabilities 2013: $938,575Net Assets 2013: $992,4452013Assets 2014: $1,851,759Liabilities 2014: $937,349Net Assets 2014: $914,4102014Assets 2015: $1,805,003Liabilities 2015: $872,692Net Assets 2015: $932,3112015Assets 2016: $1,818,578Liabilities 2016: $894,658Net Assets 2016: $923,9202016Assets 2017: $1,796,829Liabilities 2017: $931,961Net Assets 2017: $864,8682017Assets 2018: $1,742,941Liabilities 2018: $763,063Net Assets 2018: $979,8782018Assets 2019: $1,773,208Liabilities 2019: $766,768Net Assets 2019: $1,006,4402019Assets 2020: $2,104,114Liabilities 2020: $1,122,163Net Assets 2020: $981,9512020Assets 2021: $1,929,009Liabilities 2021: $1,028,623Net Assets 2021: $900,3862021Assets 2022: $1,910,542Liabilities 2022: $847,693Net Assets 2022: $1,062,8492022Assets 2023: $2,037,594Liabilities 2023: $892,773Net Assets 2023: $1,144,8212023Assets 2024: $2,035,252Liabilities 2024: $820,155Net Assets 2024: $1,215,0972024Assets 2025: $2,058,779Liabilities 2025: $904,415Net Assets 2025: $1,154,3642025

Highlighted filing

2016

Assets$1,818,578
Liabilities$894,658
Net Assets$923,920
Open 2016 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,664,949Expenses 2011: $2,736,124Net Income 2011: -$71,1752011Revenue 2012: $2,867,244Expenses 2012: $2,966,686Net Income 2012: -$99,4422012Expenses 2013: $2,197,1042013Revenue 2014: $1,974,646Expenses 2014: $2,052,681Net Income 2014: -$78,0352014Revenue 2015: $2,099,438Expenses 2015: $2,081,819Net Income 2015: $17,6192015Revenue 2016: $2,105,311Expenses 2016: $2,113,983Net Income 2016: -$8,6722016Revenue 2017: $2,141,831Expenses 2017: $2,202,477Net Income 2017: -$60,6462017Revenue 2018: $2,457,632Expenses 2018: $2,343,661Net Income 2018: $113,9712018Revenue 2019: $2,506,255Expenses 2019: $2,480,591Net Income 2019: $25,6642019Revenue 2020: $2,586,007Expenses 2020: $2,610,496Net Income 2020: -$24,4892020Revenue 2021: $2,688,388Expenses 2021: $2,769,953Net Income 2021: -$81,5652021Revenue 2022: $3,208,510Expenses 2022: $3,040,937Net Income 2022: $167,5732022Revenue 2023: $3,414,894Expenses 2023: $3,335,623Net Income 2023: $79,2712023Revenue 2024: $3,609,236Expenses 2024: $3,542,287Net Income 2024: $66,9492024Revenue 2025: $3,940,581Expenses 2025: $4,005,633Net Income 2025: -$65,0522025

Highlighted filing

2016

Revenue$2,105,311
Expenses$2,113,983
Net Income-$8,672
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 28, 2017
Return Version
2015v3.0
Gross Receipts
$2,105,311
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,382,434$1,323,769▼ $58,665
Pledges and Grants Receivable$84,862$318,062▲ $233,200
Savings and Temporary Cash Investments$316,011$143,349▼ $172,662
Investments Other Securities$19,041$19,322▲ $281
Prepaid Expenses and Deferred Charges$1,392$12,813▲ $11,421
Cash and Non-Interest-Bearing Accounts$1,263$1,263→ $0
Total Assets$1,805,003$1,818,578▲ $13,575
Liabilities
Mortgage Notes Payable Secured by Investment Property$492,325$473,074▼ $19,251
Accounts Payable and Accrued Expenses$231,107$255,003▲ $23,896
Deferred Revenue$149,260$166,581▲ $17,321
Total Liabilities$872,692$894,658▲ $21,966
Net Assets / Fund Balance
Unrestricted Net Assets$932,311$923,920▼ $8,391
Total Net Assets Fund Balance$932,311$923,920▼ $8,391
Total Liabilities and Net Assets / Fund Balance$1,805,003$1,818,578▲ $13,575

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,134,110$657,391$1,791,501
Equipment$71,659$341,238$412,897
Land$118,000-$118,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$19,041-▲ $281-$19,322
2014$18,816-▲ $225-$19,041
2013$73,848-▲ $5,111$60,343$18,616
2012$74,190-▼ $342-$73,848
2011$71,215-▲ $2,975-$74,190
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary GuntherExecutive DiFT$61,911$14,663$76,574

Board Members and Trustees

NameTitle
Anne ShulerPresident
Andy HollisDirector
Anne ClucasDirector
Barry BarrellDirector
Bill ShortDirector
Debbie FairbankDirector
Leonard WendowskiDirector
Ronnie EdelmanDirector
Ruth Ann CrouseDirector
Wilbur LevengoodDirector
Kathleen WendowskiSecretary
Mary BurtonTreasurer
Doris MasonVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Watson Hall Partnership LLCFood Supplies1 AZAR COURT, Baltimore, MD 21227$281,980
Delmarva Community ServicesSenior Services2450 CAMBRIDGE BELTWAY, Cambridge, MD 21613$274,947
Revenue and Support

Revenue Composition

Contributions and Grants
$1,996,166
Program Service Revenue
$100,608
Investment Income
$390
Other Revenue
$8,147
All Other Contributions
$139,985
Change in Net Assets
$-8,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,105,311
Revenue Not Reported on Form 990
$22,361
Total Revenue per Audited Statements
$2,127,672
Total Revenue per Form 990
$2,105,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,023,992
Other Expenses$665,231
Grants and Similar Amounts Paid$424,760
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$530,839$99,642-$630,481
Grants to Domestic Individuals$424,760--$424,760
Other Employee Benefits$190,624$39,658-$230,282
Fees for Services Other$181,884$15,917-$197,801
Office Expenses$107,525$20,372-$127,897
Occupancy$95,182$22,374-$117,556
Travel$88,603$1,916-$90,519
Current Officers, Directors, Trustees, and Key Employees$69,277$13,004-$82,281
Depreciation Depletion$43,293$18,700-$61,993
Payroll Taxes$50,567$10,466-$61,033
Interest-$23,562-$23,562
Insurance$13,307$7,724-$21,031
Pension Plan Contributions$16,473$3,442-$19,915
Advertising$18,742$351-$19,093
Other Expenses$1,023$27-$1,050
Total Functional Expenses$1,834,442$279,541$0$2,113,983

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,136,063
Expenses per Audited Statements$2,113,983
Total Expenses per Form 990$2,113,983
Expenses Not Reported on Form 990$22,080
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Kathleen wendowski leonard wendowski secretary member spouses”

Form 990, Page 6, Part VI, Line 11B

“The return was reviewed by the organization before it was filed.”

Form 990, Page 6, Part VI, Line 12C

“Upper shore aging, inc. Is a small organization and the executive is able to closely monitor compliance.”

Form 990, Page 6, Part VI, Line 15A

“An upper shore aging, inc. Board of directors committee reviews comparable salary data and makes a recommendation to the entire board.”

Form 990, Page 6, Part VI, Line 19

“Documents are available on request.”

Filing and Contact Details

Filer

Filer Name
Upper Shore Aging Inc
EIN
52-1014383
Phone
4107786000
Address
100 SCHAUBER ROAD, CHESTERTOWN, MD 21620

Signing Officer

Name
Gary Gunther
Title
Executive Director
Phone
4107786000
Signed
2017-03-28

Organization Details

Principal Officer
Anne Shuler
Formed
1975
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
13
Employees
42

Preparer

Firm
Toal Griffith Ragula LLC
Address
130 ADMIRAL COCHRANE DR SUITE 200, ANNAPOLIS, MD 21401-7368
Preparer
Amanda R Ragula CPA
Phone
4102240343
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Guardianship and legal assistance: 63,478 other services 31,056”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment was established for the direct or indirect support of the organization's mission.”

Schedule D, Page 3, Part X

“The agency is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and, therefore, has made no provision for federal income taxes in the accompanying financial statements. In addition, the agency has been determined by the internal revenue service not to be a "private foundation" within the meaning of section 509(a) of the internal revenue code. There was no unrelated business income for the years ended june 30, 2016 and 2015. The agency's informational return filings are subject to audit by the internal revenue service, generally for three years after filing.”

Raw XML AppendixShowing 400 of 514 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/PayrollTaxesGrp/ProgramServicesAmt050567
IRS990/PayrollTaxesGrp/TotalAmt061033
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016473
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IRS990/PrincipalOfficerNm0ANNE SHULER
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONGREGATE 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 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 2016, UPPER SHORE AGING, INC. SERVED 13,193 CONGREGATE MEALS. MEALS ON WHEELS ARE DELIVERED TO HOME-BOUND OLDER ADULTS WHO CANNOT PREPARE A MEAL FOR THEMSELVES. DURING FISCAL YEAR 2016, UPPER SHORE AGING, INC. SERVED 48,742 HOME-DELIVERED MEALS, TO 274 UNDUPLICATED PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0602155
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0291030
IRS990/ProgSrvcAccomActy3Grp/Desc0UPPER SHORE AGING INC. PROVIDED DISEASE PREVENTION AND HEALTH PROMOTION ACTIVITIES FOR SENIOR CITIZENS DURING FY 2016. 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0349259
IRS990/ProgSrvcAccomActy3Grp/GrantAmt036377
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP AND LEGAL ASSISTANCE: 63,478 OTHER SERVICES 31,056
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0105234
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt010700
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01987492
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0417525
IRS990/PYInvestmentIncomeAmt01014
IRS990/PYOtherExpensesAmt0708157
IRS990/PYOtherRevenueAmt010324
IRS990/PYProgramServiceRevenueAmt0100608
IRS990/PYRevenuesLessExpensesAmt017619
IRS990/PYSalariesCompEmpBnftPaidAmt0956137
IRS990/PYTotalExpensesAmt02081819
IRS990/PYTotalRevenueAmt02099438
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-8672
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0316011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0143349
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt032,764
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01987492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01854492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02026028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02755930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010620108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0390
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02404
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0411873
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010324
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014293
IRS990ScheduleA/OtherIncome170Grp/TotalAmt032764
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99640
IRS990ScheduleA/PublicSupportPY170Pct00.99790
IRS990ScheduleA/PublicSupportTotal170Amt010620108
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01996166
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010620108
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0225
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,818,578
Liabilities
$894,658
Net assets
$923,920
Revenue
$2,105,311
Expenses
$2,113,983
Net income
-$8,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.06$0.90$1.15$3.94$4.01$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.82$1.22$3.61$3.54$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.89$1.14$3.41$3.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.85$1.06$3.21$3.04$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.93$1.03$0.90$2.69$2.77$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.10$1.12$0.98$2.59$2.61$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.77$1.01$2.51$2.48$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.76$0.98$2.46$2.34$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.93$0.86$2.14$2.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.89$0.92$2.11$2.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.87$0.93$2.10$2.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.94$0.91$1.97$2.05$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.94$0.99$2.20
2012Summary only. Only limited summary data is available for this year.$1.94$1.04$0.90$2.87$2.97$0.10
2011Summary only. Only limited summary data is available for this year.$2.02$1.02$1.00$2.66$2.74$0.07