Civic Intelligence

Upper Shore Aging Inc.

990 • Fiscal year 2018 • EIN 52-1014383

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 27, 2019

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

78th percentile

0.44x

Higher debt load relative to assets than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.31x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

55th percentile

4.6%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$77,104

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

32nd percentile

-3.0%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$1,742,941

Down $53,888 (-3.0%) from 2017

Net Assets

Up

$979,878

Up $115,010 (+13%) from 2017

Liabilities

Down

$763,063

Down $168,898 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin55th percentile

Revenue

Up

$2,457,632

Up $315,801 (+15%) from 2017

Expenses

Up

$2,343,661

Up $141,184 (+6.4%) from 2017

Net Income

Up

$113,971

Up $174,617 (+288%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2018

Assets$1,742,941
Liabilities$763,063
Net Assets$979,878
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$2,457,632
Expenses$2,343,661
Net Income$113,971
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 27, 2019
Return Version
2017v2.2
Gross Receipts
$2,457,632
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$1,274,349$1,221,441▼ $52,908
Pledges and Grants Receivable$323,692$416,485▲ $92,793
Savings and Temporary Cash Investments$166,611$75,761▼ $90,850
Investments Other Securities$20,916$21,955▲ $1,039
Prepaid Expenses and Deferred Charges$9,998$6,299▼ $3,699
Cash and Non-Interest-Bearing Accounts$1,263$1,000▼ $263
Total Assets$1,796,829$1,742,941▼ $53,888
Liabilities
Mortgage Notes Payable Secured by Investment Property$452,382$430,645▼ $21,737
Accounts Payable and Accrued Expenses$290,673$248,643▼ $42,030
Deferred Revenue$127,790$72,159▼ $55,631
Unsecured Notes Loans Payable$61,116$11,616▼ $49,500
Total Liabilities$931,961$763,063▼ $168,898
Net Assets / Fund Balance
Unrestricted Net Assets$864,868$938,757▲ $73,889
Temporarily Rstr Net Assets-$41,121-
Total Net Assets Fund Balance$864,868$979,878▲ $115,010
Total Liabilities and Net Assets / Fund Balance$1,796,829$1,742,941▼ $53,888

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,043,960$750,341$1,794,301
Equipment$59,481$357,472$416,953
Land$118,000-$118,000
Other Securities$21,955--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$20,916-▲ $1,039-$21,955
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
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary GuntherExecutive DirectorFT$64,578$12,526$77,104

Board Members and Trustees

NameTitle
Julia GeorgePresident
Almon BarrellVice President
Andy HollisDirector
Anne ClucasDirector
Bill ShortDirector
Debbie FairbankDirector
Dianne TurpinDirector
Jennifer Dashiell ReedDirector
Judy MuschDirector
Nikki StrongDirector
Wilbur LevengoodDirector
Kathleen WendowskiSecretary
Anne ShulerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,349,306
Program Service Revenue
$100,224
Investment Income
$668
Other Revenue
$7,434
All Other Contributions
$250,217
Change in Net Assets
$113,971

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,457,632
Revenue Not Reported on Form 990
$1,039
Total Revenue per Audited Statements
$2,458,671
Total Revenue per Form 990
$2,457,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,113,993
Other Expenses$763,463
Grants and Similar Amounts Paid$466,205
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$653,787$164,123-$817,910
Grants to Domestic Individuals$466,205--$466,205
Occupancy$130,106$27,808-$157,914
Other Employee Benefits$148,257$9,192-$157,449
Travel$117,722$1,497-$119,219
Fees for Services Other$76,318$11,390-$87,708
Current Officers, Directors, Trustees, and Key Employees$62,051$15,576-$77,627
Office Expenses$56,905$18,475-$75,380
Payroll Taxes$56,806$4,201-$61,007
Depreciation Depletion$31,899$21,009-$52,908
Interest$79$23,530-$23,609
Insurance$12,083$11,240-$23,323
Fees for Services Accounting$14,350$6,850-$21,200
Other Expenses$7,814$3,056-$10,870
Advertising$8,263$449-$8,712
Conferences and Meetings$2,364$267-$2,631
Total Functional Expenses$2,007,282$336,379$0$2,343,661

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,343,661
Total Expenses per Audited Statements$2,343,661
Total Expenses per Form 990$2,343,661
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 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
2019-03-27
Discuss with paid preparer
No

Organization Details

Principal Officer
Julia George
Formed
1975
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
13
Employees
46
Volunteers
270

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, 2018 and 2017.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/TitleTxt6VICE PRESIDENT
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,742,941
Liabilities
$763,063
Net assets
$979,878
Revenue
$2,457,632
Expenses
$2,343,661
Net income
$113,971
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