Civic Intelligence

Upper Shore Aging Inc.

990 • Fiscal year 2017 • EIN 52-1014383

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 23, 2018

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

81st percentile

0.52x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.44x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

31st percentile

-2.8%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$74,581

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.7%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$1,796,829

Down $21,749 (-1.2%) from 2016

Net Assets

Down

$864,868

Down $59,052 (-6.4%) from 2016

Liabilities

Up

$931,961

Up $37,303 (+4.2%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin31st percentile

Revenue

Up

$2,141,831

Up $36,520 (+1.7%) from 2016

Expenses

Up

$2,202,477

Up $88,494 (+4.2%) from 2016

Net Income

Down

-$60,646

Down $51,974 (-599%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$1,796,829
Liabilities$931,961
Net Assets$864,868
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$2,141,831
Expenses$2,202,477
Net Income-$60,646
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Gross Receipts
$2,141,831
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$1,323,769$1,274,349▼ $49,420
Pledges and Grants Receivable$318,062$323,692▲ $5,630
Savings and Temporary Cash Investments$143,349$166,611▲ $23,262
Investments Other Securities$19,322$20,916▲ $1,594
Prepaid Expenses and Deferred Charges$12,813$9,998▼ $2,815
Cash and Non-Interest-Bearing Accounts$1,263$1,263→ $0
Total Assets$1,818,578$1,796,829▼ $21,749
Liabilities
Mortgage Notes Payable Secured by Investment Property$473,074$452,382▼ $20,692
Accounts Payable and Accrued Expenses$255,003$290,673▲ $35,670
Deferred Revenue$166,581$127,790▼ $38,791
Unsecured Notes Loans Payable-$61,116-
Total Liabilities$894,658$931,961▲ $37,303
Net Assets / Fund Balance
Unrestricted Net Assets$923,920$864,868▼ $59,052
Total Net Assets Fund Balance$923,920$864,868▼ $59,052
Total Liabilities and Net Assets / Fund Balance$1,818,578$1,796,829▼ $21,749

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,089,968$704,333$1,794,301
Equipment$66,381$350,572$416,953
Land$118,000-$118,000
Other Securities$20,916--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$19,322-▲ $1,594-$20,916
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
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary GuntherExecutive DirectorFT$64,471$10,110$74,581

Board Members and Trustees

NameTitle
Anne ShulerPresident
Doris MasonVice President
Almon BarrellDirector
Andy HollisDirector
Anne ClucasDirector
Bill ShortDirector
Debbie FairbankDirector
Leonard WendowskiDirector
Ronnie EdelmanDirector
Ruth Ann CrouseDirector
Wilbur LevengoodDirector
Kathleen WendowskiSecretary
Mary BurtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,030,802
Program Service Revenue
$100,564
Investment Income
$831
Other Revenue
$9,634
All Other Contributions
$166,955
Change in Net Assets
$-60,646

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,141,831
Revenue Not Reported on Form 990
$1,594
Total Revenue per Audited Statements
$2,143,425
Total Revenue per Form 990
$2,141,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,097,596
Other Expenses$702,004
Grants and Similar Amounts Paid$402,877
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$625,438$93,437-$718,875
Grants to Domestic Individuals$402,877--$402,877
Other Employee Benefits$162,102$58,916-$221,018
Fees for Services Other$160,405$8,574-$168,979
Occupancy$103,293$23,526-$126,819
Travel$109,429$1,061-$110,490
Office Expenses$79,096$11,575-$90,671
Current Officers, Directors, Trustees, and Key Employees$64,980$9,708-$74,688
Payroll Taxes$46,593$16,420-$63,013
Depreciation Depletion$35,112$21,164-$56,276
Interest-$26,499-$26,499
Pension Plan Contributions$14,790$5,212-$20,002
Insurance$11,181$8,716-$19,897
Fees for Services Accounting$6,432$7,793-$14,225
Advertising$11,217$400-$11,617
Other Expenses$5,882$2,131-$8,013
Conferences and Meetings$3,747$208-$3,955
Total Functional Expenses$1,890,575$311,902$0$2,202,477

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,202,477
Total Expenses per Audited Statements$2,202,477
Total Expenses per Form 990$2,202,477
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
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

Officer directors etc family relationship Part VI line 2

“Kathleen wendowski (secretary) and leonard wendowski (director) are spouses.”

Form 990 governing body review Part VI line 11

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

Conflict of interest policy compliance Part VI line 12C

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

CEO executive director top management comp 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.”

Governing documents etc available to public Part VI line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Gary Gunther
Title
Executive Direc
Phone
4107786000
Signed
2018-02-23
Discuss with paid preparer
No

Organization Details

Principal Officer
Anne Shuler
Formed
1975
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
13
Employees
41
Volunteers
244

Preparer

Firm
Alta CPA Group
Address
59 Franklin St 2nd Floor, Annapolis, MD 21401
Preparer
Amanda Ragula
Phone
4103495101
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The endowment was established for the direct or indirect support of the organizations mission.”

Footnote for uncertain tax position under FIN 48 (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, 2017 and 2016.the agencys informational return filings are subject to audit by the internal revenue service, generally for three years after filing.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,796,829
Liabilities
$931,961
Net assets
$864,868
Revenue
$2,141,831
Expenses
$2,202,477
Net income
-$60,646
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