Civic Intelligence

Upper Shore Aging Inc.

990 • Fiscal year 2020 • EIN 52-1014383

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 22, 2021

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

82nd percentile

0.53x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.43x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

35th percentile

-0.9%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$88,873

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

3.2%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$2,104,114

Up $330,906 (+19%) from 2019

Net Assets

Down

$981,951

Down $24,489 (-2.4%) from 2019

Liabilities

Up

$1,122,163

Up $355,395 (+46%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin35th percentile

Revenue

Up

$2,586,007

Up $79,752 (+3.2%) from 2019

Expenses

Up

$2,610,496

Up $129,905 (+5.2%) from 2019

Net Income

Down

-$24,489

Down $50,153 (-195%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2020

Assets$2,104,114
Liabilities$1,122,163
Net Assets$981,951
Open 2020 Filing

Operations Trend

Revenue Growth55th 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

2020

Revenue$2,586,007
Expenses$2,610,496
Net Income-$24,489
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 22, 2021
Return Version
2019v5.1
Gross Receipts
$2,586,007
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$1,206,908$1,162,419▼ $44,489
Accounts Receivable$492,601$574,063▲ $81,462
Savings and Temporary Cash Investments$35,586$329,735▲ $294,149
Investments Other Securities$23,160$23,111▼ $49
Prepaid Expenses and Deferred Charges$13,953$13,786▼ $167
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Total Assets$1,773,208$2,104,114▲ $330,906
Liabilities
Accounts Payable and Accrued Expenses$303,240$386,035▲ $82,795
Mortgage Notes Payable Secured by Investment Property$407,935$384,080▼ $23,855
Deferred Revenue$55,593$352,048▲ $296,455
Total Liabilities$766,768$1,122,163▲ $355,395
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$996,133$971,644▼ $24,489
Net Assets With Donor Restrictions$10,307$10,307→ $0
Total Net Assets Fund Balance$1,006,440$981,951▼ $24,489
Total Liabilities and Net Assets / Fund Balance$1,773,208$2,104,114▲ $330,906

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$951,946$842,355$1,794,301
Equipment$92,473$379,826$472,299
Land$118,000-$118,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$23,160-▼ $49-$23,111
2018$21,955-▲ $1,205-$23,160
2017$20,916-▲ $1,039-$21,955
2016$19,322-▲ $1,594-$20,916
2015$19,041-▲ $281-$19,322
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary GuntherExecutive DirectorFT$67,049$21,824$88,873

Board Members and Trustees

NameTitle
Almon C Barrell IiiPresident
Jennifer Dashiell ReedVice President
Carol DonohueDirector
Dianne TurpinDirector
Judy MuschDirector
Nikki StrongDirector
Pete LesherDirector
Ray LongDirector
Suzanne CarleyDirector
Thomas MasonDirector
Walter W Black JrDirector
Wilbur LevengoodDirector
Janet BuresSecretary
Bill ShrievesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,470,136
Program Service Revenue
$100,608
Investment Income
$176
Other Revenue
$15,087
All Other Contributions
$242,453
Change in Net Assets
$-24,489

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,586,007
Total Revenue per Audited Statements
$2,586,007
Total Revenue per Form 990
$2,586,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,176,206
Other Expenses$754,352
Grants and Similar Amounts Paid$679,938
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$618,923$149,617-$768,540
Grants to Domestic Individuals$679,938--$679,938
Fees for Services Other$219,546$24,660-$244,206
Other Employee Benefits$186,576$42,605-$229,181
Occupancy$110,250$26,985-$137,235
Travel$118,956$1,184-$120,140
Current Officers, Directors, Trustees, and Key Employees$71,571$17,302-$88,873
Payroll Taxes$52,120$11,803-$63,923
Depreciation Depletion$42,159$19,351-$61,510
Office Expenses$41,993$11,016-$53,009
Pension Plan Contributions$21,455$4,234-$25,689
Insurance$13,572$8,241-$21,813
Interest$70$19,062-$19,132
Other Expenses$9,270$2,124-$11,394
Advertising$7,084--$7,084
Conferences and Meetings$6,792$181-$6,973
Total Functional Expenses$2,249,378$361,118$0$2,610,496

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,610,496
Total Expenses per Audited Statements$2,610,496
Total Expenses per Form 990$2,610,496
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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 35% controlled entity
No
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, Part VI, Section B, Line 11

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

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section B, 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, Part VI, Section C, Line 19

“Documents are available upon 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
Signed
2021-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Gunther
Formed
1975
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
14
Employees
34
Volunteers
300

Preparer

Firm
Alta CPA Group LLC
Address
59 Franklin Street, Annapolis, MD 21401
Preparer
Amanda R Ragula
Phone
4103495101
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 62,689, Grants and allocations 0, Revenue 0 GUARDIANSHIP AND LEGAL ASSISTANCE”

Form 990, Part III, Line 4D

“Program Service Expenses 54,578, Grants and allocations 0, Revenue 100,608 OTHER SERVICES 54,578”

Form 990, Part IX, Line 11G

“Contract fees- program 219,546 contract fees- admin 24,660”

Financial Statement Notes

V 4

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

X 2

“The agency is exempt from federal income taxes under section 501c3 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 509a of the internal revenue code. There was no unrelated business income for the years ended june 30, 2020 and 2019. 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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,104,114
Liabilities
$1,122,163
Net assets
$981,951
Revenue
$2,586,007
Expenses
$2,610,496
Net income
-$24,489
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