Civic Intelligence

Upper Shore Aging Inc.

990 • Fiscal year 2022 • EIN 52-1014383

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 30, 2023

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

0.44x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.26x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

47th percentile

5.2%

Higher net margin than 47% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

62nd percentile

$85,695

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.0%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$1,910,542

Down $18,467 (-1.0%) from 2021

Net Assets

Up

$1,062,849

Up $162,463 (+18%) from 2021

Liabilities

Down

$847,693

Down $180,930 (-18%) from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

Up

$3,208,510

Up $520,122 (+19%) from 2021

Expenses

Up

$3,040,937

Up $270,984 (+9.8%) from 2021

Net Income

Up

$167,573

Up $249,138 (+305%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2022

Assets$1,910,542
Liabilities$847,693
Net Assets$1,062,849
Open 2022 Filing

Operations Trend

Revenue Growth66th 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

2022

Revenue$3,208,510
Expenses$3,040,937
Net Income$167,573
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 30, 2023
Return Version
2021v4.2
Gross Receipts
$3,208,510
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$1,113,021$1,097,351▼ $15,670
Accounts Receivable$714,412$628,958▼ $85,454
Savings and Temporary Cash Investments$68,163$152,635▲ $84,472
Investments Other Securities$32,413$28,076▼ $4,337
Prepaid Expenses and Deferred Charges-$2,522-
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Total Assets$1,929,009$1,910,542▼ $18,467
Liabilities
Accounts Payable and Accrued Expenses$287,584$385,645▲ $98,061
Mortgage Notes Payable Secured by Investment Property$353,753$332,840▼ $20,913
Unsecured Notes Loans Payable-$80,000-
Deferred Revenue$387,286$49,208▼ $338,078
Total Liabilities$1,028,623$847,693▼ $180,930
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$900,386$1,062,849▲ $162,463
Total Net Assets Fund Balance$900,386$1,062,849▲ $162,463
Total Liabilities and Net Assets / Fund Balance$1,929,009$1,910,542▼ $18,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$907,153$935,643$1,842,796
Equipment$72,198$230,088$302,286
Land$118,000-$118,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$32,412-▼ $4,336-$28,076
2020$23,111-▲ $9,301-$32,412
2019$23,160-▼ $49-$23,111
2018$21,955-▲ $1,205-$23,160
2017$20,916-▲ $1,039-$21,955
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary GuntherExecutive Director 7/2021- 5/2022FT$67,508$18,187$85,695

Board Members and Trustees

NameTitle
Bill ShrievesPresident
Chris SoldanoVice President
Amy KreinerDirector
Carol DonohueDirector
Elizabeth Frazier MeimaDirector
Joyce DavisDirector
Pete LesherDirector
Serug a Phoenix SrDirector
Suzanne CarleyDirector
Thom GrossDirector
Thomas MasonDirector
Wilbur LevengoodDirector
Andrew HollisExecutive Director
Judy MuschSecretary
Kay BrodieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,017,401
Program Service Revenue
$131,204
Investment Income
$1,497
Other Revenue
$58,408
All Other Contributions
$122,693
Change in Net Assets
$167,573

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,208,510
Revenue Not Reported on Form 990
$-5,110
Total Revenue per Audited Statements
$3,203,400
Total Revenue per Form 990
$3,208,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,281,483
Grants and Similar Amounts Paid$906,656
Other Expenses$852,798
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$906,656--$906,656
Other Salaries and Wages$742,345$123,081-$865,426
Fees for Services Other$205,941$15,731-$221,672
Other Employee Benefits$186,900$30,025-$216,925
Occupancy$150,641$42,107-$192,748
Travel$120,599$1,122-$121,721
Current Officers, Directors, Trustees, and Key Employees$87,098$14,441-$101,539
Payroll Taxes$62,592$9,990-$72,582
Office Expenses$56,039$9,130-$65,169
Depreciation Depletion-$60,611-$60,611
Other Expenses$23,394$6,817-$30,211
Advertising$22,263$5,472-$27,735
Pension Plan Contributions$21,820$3,191-$25,011
Insurance$12,529$8,619-$21,148
Interest$994$16,366-$17,360
Fees for Services Accounting-$15,200-$15,200
Conferences and Meetings$3,972$894-$4,866
Total Functional Expenses$2,653,864$387,073$0$3,040,937

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,040,937
Total Expenses per Audited Statements$3,040,937
Total Expenses per Form 990$3,040,937
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
Andrew Hollis
Title
Executive Director
Phone
4107786000
Signed
2023-03-30
Discuss with paid preparer
Yes

Organization Details

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

Preparer

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

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 47,871, Grants and allocations 770, Revenue 0 GUARDIANSHIP AND LEGAL ASSISTANCE”

Form 990, Part III, Line 4D

“Program Service Expenses 219,182, Grants and allocations 33,320, Revenue 131,204 OTHER SERVICES 219,182”

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, 2022 and 2021. The agencys informational return filings are subject to audit by the internal revenue service, generally for three years after filing.”

Raw XML AppendixShowing 400 of 548 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0287584
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0385645
IRS990/AccountsReceivableGrp/BOYAmt0714412
IRS990/AccountsReceivableGrp/EOYAmt0628958
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION DEVELOPS AND PROVIDES A VARIETY OF PROGRAMS FOR OLDER PERSONS IN THE UPPER SHORE REGION, WHICH HELP MAINTAIN AND IMPROVE QUALITY OF LIFE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05472
IRS990/AdvertisingGrp/ProgramServicesAmt022263
IRS990/AdvertisingGrp/TotalAmt027735
IRS990/AllOtherContributionsAmt0122693
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JUDI BIANCO
IRS990/BooksInCareOfDetail/PhoneNum04107786000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 SCHAUBER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHESTERTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021620
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01000
IRS990/CashNonInterestBearingGrp/EOYAmt01000
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014441
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt087098
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0101539
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0894
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03972
IRS990/ConferencesMeetingsGrp/TotalAmt04866
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03017401
IRS990/CYGrantsAndSimilarPaidAmt0906656
IRS990/CYInvestmentIncomeAmt01497
IRS990/CYOtherExpensesAmt0852798
IRS990/CYOtherRevenueAmt058408
IRS990/CYProgramServiceRevenueAmt0131204
IRS990/CYRevenuesLessExpensesAmt0167573
IRS990/CYSalariesCompEmpBnftPaidAmt01281483
IRS990/CYTotalExpensesAmt03040937
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03208510
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0387286
IRS990/DeferredRevenueGrp/EOYAmt049208
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt060611
IRS990/DepreciationDepletionGrp/TotalAmt060611
IRS990/Desc0SENIOR 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 2022, THE CENTERS SERVED OVER 1,354 UNDUPLICATED PERSONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt034
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01162840
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015200
IRS990/FeesForServicesAccountingGrp/TotalAmt015200
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015731
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0205941
IRS990/FeesForServicesOtherGrp/TotalAmt0221672
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt018187
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY GUNTHER
IRS990/Form990PartVIISectionAGrp/PersonNm1AMY KREINER
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH FRAZIER MEIMA
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL SHRIEVES
IRS990/Form990PartVIISectionAGrp/PersonNm4JOYCE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm5THOM GROSS
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS MASON
IRS990/Form990PartVIISectionAGrp/PersonNm7PETE LESHER
IRS990/Form990PartVIISectionAGrp/PersonNm8JUDY MUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm9WILBUR LEVENGOOD
IRS990/Form990PartVIISectionAGrp/PersonNm10SUZANNE CARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL DONOHUE
IRS990/Form990PartVIISectionAGrp/PersonNm12KAY BRODIE
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRIS SOLDANO
IRS990/Form990PartVIISectionAGrp/PersonNm14SERUG A PHOENIX SR
IRS990/Form990PartVIISectionAGrp/PersonNm15ANDREW HOLLIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt067508
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR 7/2021- 5/2022
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt02894708
IRS990/GrantAmt0205785
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0906656
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0906656
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03208510
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt08619
IRS990/InsuranceGrp/ProgramServicesAmt012529
IRS990/InsuranceGrp/TotalAmt021148
IRS990/InterestGrp/ManagementAndGeneralAmt016366
IRS990/InterestGrp/ProgramServicesAmt0994
IRS990/InterestGrp/TotalAmt017360
IRS990/InvestmentIncomeGrp/ExclusionAmt01497
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01497
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt032413
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt028076
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01165731
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01113021
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01097351
IRS990/LandBldgEquipCostOrOtherBssAmt02263082
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION DEVELOPS AND PROVIDES A VARIETY OF PROGRAMS FOR OLDER PERSONS IN THE UPPER SHORE REGION, WHICH HELP MAINTAIN AND IMPROVE QUALITY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0353753
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0332840
IRS990/NetAssetsOrFundBalancesBOYAmt0900386
IRS990/NetAssetsOrFundBalancesEOYAmt01062849
IRS990/NetUnrlzdGainsLossesInvstAmt0-5110
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0900386
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01062849
IRS990/NondeductibleContributionsInd0false
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt042107
IRS990/OccupancyGrp/ProgramServicesAmt0150641
IRS990/OccupancyGrp/TotalAmt0192748
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09130
IRS990/OfficeExpensesGrp/ProgramServicesAmt056039
IRS990/OfficeExpensesGrp/TotalAmt065169
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030025
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0186900
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0216925
IRS990/OtherExpensesGrp/Desc0COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT PURCHASES
IRS990/OtherExpensesGrp/Desc2EDUCATION AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022635
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11641
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26817
IRS990/OtherExpensesGrp/ProgramServicesAmt033345
IRS990/OtherExpensesGrp/ProgramServicesAmt116736
IRS990/OtherExpensesGrp/ProgramServicesAmt223394
IRS990/OtherExpensesGrp/TotalAmt055980
IRS990/OtherExpensesGrp/TotalAmt118377
IRS990/OtherExpensesGrp/TotalAmt230211
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020408
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt138000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020408
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt138000
IRS990/OtherRevenueTotalAmt058408
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0123081
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0742345
IRS990/OtherSalariesAndWagesGrp/TotalAmt0865426
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09990
IRS990/PayrollTaxesGrp/ProgramServicesAmt062592
IRS990/PayrollTaxesGrp/TotalAmt072582
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03191
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021820
IRS990/PensionPlanContributionsGrp/TotalAmt025011
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02522
IRS990/PrincipalOfficerNm0ANDREW HOLLIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0131204
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0131204
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 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 2022, 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 2022, UPPER SHORE AGING INC. SERVED 90,060 HOME-DELIVERED MEALS, TO MORE THAN 1,022 UNDUPLICATED PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0923119
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0579242
IRS990/ProgSrvcAccomActy3Grp/Desc0UPPER SHORE AGING PROVIDED DISEASE PREVENTION AND HEALTH PROMOTION ACTIVITIES FOR SENIOR CITIZENS DURING FY 2022. 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/ExpenseAmt0300852
IRS990/ProgSrvcAccomActy3Grp/GrantAmt087539
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02565691
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0720875
IRS990/PYInvestmentIncomeAmt02899
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0842528
IRS990/PYOtherRevenueAmt019190
IRS990/PYProgramServiceRevenueAmt0100608
IRS990/PYRevenuesLessExpensesAmt0-81565
IRS990/PYSalariesCompEmpBnftPaidAmt01206550
IRS990/PYTotalExpensesAmt02769953
IRS990/PYTotalRevenueAmt02688388
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0167573
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068163
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0152635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03148605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02666299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02470136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02494843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02199313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012979196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0668
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06121
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt058408
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt019190
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015087
IRS990ScheduleA/OtherIncome170Grp/TotalAmt092685
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99240
IRS990ScheduleA/PublicSupportPY170Pct00.99670
IRS990ScheduleA/PublicSupportTotal170Amt012979196
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03148605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02666299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02470136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02494843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02199313
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012979196
IRS990ScheduleA/TotalSupportAmt013078002
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0907153
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0935643
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01842796
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt032412
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt028076
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023111
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt032412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09301

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,910,542
Liabilities
$847,693
Net assets
$1,062,849
Revenue
$3,208,510
Expenses
$3,040,937
Net income
$167,573
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