Civic Intelligence

Upper Shore Aging Inc.

990 • Fiscal year 2024 • EIN 52-1014383

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 27, 2025

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

80th percentile

0.40x

Higher debt load relative to assets than 80% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.23x

Higher debt load relative to revenue than 69% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.9%

Higher net margin than 44% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$112,586

Higher top officer pay than 71% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.1%

Faster asset growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

5.7%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$2,035,252

Down $2,342 (-0.1%) from 2023

Net Assets

Up

$1,215,097

Up $70,276 (+6.1%) from 2023

Liabilities

Down

$820,155

Down $72,618 (-8.1%) from 2023

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin44th percentile

Revenue

Up

$3,609,236

Up $194,342 (+5.7%) from 2023

Expenses

Up

$3,542,287

Up $206,664 (+6.2%) from 2023

Net Income

Down

$66,949

Down $12,322 (-16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2024

Assets$2,035,252
Liabilities$820,155
Net Assets$1,215,097
Open 2024 Filing

Operations Trend

Revenue Growth46th 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

2024

Revenue$3,609,236
Expenses$3,542,287
Net Income$66,949
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 27, 2025
Return Version
2023v6.0
Gross Receipts
$3,609,236
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$1,138,206$1,073,599▼ $64,607
Accounts Receivable$796,582$541,581▼ $255,001
Savings and Temporary Cash Investments$67,977$374,090▲ $306,113
Investments Other Securities$30,777$34,104▲ $3,327
Prepaid Expenses and Deferred Charges$3,052$10,878▲ $7,826
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Total Assets$2,037,594$2,035,252▼ $2,342
Liabilities
Accounts Payable and Accrued Expenses$418,606$299,901▼ $118,705
Mortgage Notes Payable Secured by Investment Property$305,340$276,505▼ $28,835
Deferred Revenue$68,827$243,749▲ $174,922
Unsecured Notes Loans Payable$100,000--
Total Liabilities$892,773$820,155▼ $72,618
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,144,821$1,215,097▲ $70,276
Total Net Assets Fund Balance$1,144,821$1,215,097▲ $70,276
Total Liabilities and Net Assets / Fund Balance$2,037,594$2,035,252▼ $2,342

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$933,430$1,019,706$1,953,136
Equipment$22,169$273,613$295,782
Land$118,000-$118,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$30,777-▲ $3,327-$34,104
2022$28,076-▲ $2,701-$30,777
2021$32,412-▼ $4,336-$28,076
2020$23,111-▲ $9,301-$32,412
2019$23,160-▼ $49-$23,111
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew HollisFormer Executive DirectorFT$109,347$3,239$112,586

Board Members and Trustees

NameTitle
Kay BrodiePresident
Corey PackVice President
Amy KreinerDirector
Cheryl BeulahDirector
Frank BartzDirector
John PriceDirector
Joyce DavisDirector
Kevin MoranDirector
Pam LimberryDirector
Pete LesherDirector
Sara RichDirector
Herb CainExecutive Director
Judy MuschSecretary
Mary Celeste AlexanderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,554,264
Program Service Revenue
$36,000
Investment Income
$8,716
Other Revenue
$10,256
All Other Contributions
$281,539
Change in Net Assets
$66,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,609,236
Revenue Not Reported on Form 990
$3,327
Total Revenue per Audited Statements
$3,612,563
Total Revenue per Form 990
$3,609,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,581,504
Other Expenses$1,039,164
Grants and Similar Amounts Paid$921,619
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$935,912$226,919-$1,162,831
Grants to Domestic Individuals$921,619--$921,619
Fees for Services Other$191,836$67,417-$259,253
Occupancy$167,126$85,691-$252,817
Travel$174,651$5,125-$179,776
Other Employee Benefits$148,705$16,421-$165,126
Current Officers, Directors, Trustees, and Key Employees$105,489$25,577-$131,066
Payroll Taxes$84,716$11,275-$95,991
Other Expenses$78,074$16,634-$94,708
Depreciation Depletion-$64,607-$64,607
Advertising$19,174$12,146-$31,320
Insurance-$30,067-$30,067
Pension Plan Contributions$20,655$5,835-$26,490
Conferences and Meetings$3,583$320-$3,903
Interest$41$2,216-$2,257
Total Functional Expenses$2,936,070$606,217$0$3,542,287

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,542,287
Total Expenses per Audited Statements$3,542,287
Total Expenses per Form 990$3,542,287
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
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
Herb Cain
Title
Executive Director
Phone
4107786000
Signed
2025-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herb Cain
Formed
1975
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
13
Employees
47
Volunteers
122

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 75,749, Grants and allocations 666, Revenue 0 GUARDIANSHIP AND LEGAL ASSISTANCE”

Form 990, Part III, Line 4D

“Program Service Expenses 125,554, Grants and allocations 15,603, Revenue 0 OTHER SERVICES 52,143”

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, 2024and 2023. 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 519 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/BOYAmt0418606
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0299901
IRS990/AccountsReceivableGrp/BOYAmt0796582
IRS990/AccountsReceivableGrp/EOYAmt0541581
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/ManagementAndGeneralAmt012146
IRS990/AdvertisingGrp/ProgramServicesAmt019174
IRS990/AdvertisingGrp/TotalAmt031320
IRS990/AllOtherContributionsAmt0281539
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/ManagementAndGeneralAmt025577
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0105489
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0131066
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0320
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03583
IRS990/ConferencesMeetingsGrp/TotalAmt03903
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03554264
IRS990/CYGrantsAndSimilarPaidAmt0921619
IRS990/CYInvestmentIncomeAmt08716
IRS990/CYOtherExpensesAmt01039164
IRS990/CYOtherRevenueAmt010256
IRS990/CYProgramServiceRevenueAmt036000
IRS990/CYRevenuesLessExpensesAmt066949
IRS990/CYSalariesCompEmpBnftPaidAmt01581504
IRS990/CYTotalExpensesAmt03542287
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03609236
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt068827
IRS990/DeferredRevenueGrp/EOYAmt0243749
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt064607
IRS990/DepreciationDepletionGrp/TotalAmt064607
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 2023, THE CENTERS SERVED OVER 1,520 UNDUPLICATED PERSONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt047
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01512305
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt067417
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0191836
IRS990/FeesForServicesOtherGrp/TotalAmt0259253
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/AverageHoursPerWeekRt14040.00
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/OtherCompensationAmt03239
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/PersonNm0ANDREW HOLLIS
IRS990/Form990PartVIISectionAGrp/PersonNm1AMY KREINER
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK BARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm3CHERYL BEULAH
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm5PETE LESHER
IRS990/Form990PartVIISectionAGrp/PersonNm6JUDY MUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm7COREY PACK
IRS990/Form990PartVIISectionAGrp/PersonNm8KAY BRODIE
IRS990/Form990PartVIISectionAGrp/PersonNm9SARA RICH
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY CELESTE ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm11PAM LIMBERRY
IRS990/Form990PartVIISectionAGrp/PersonNm12KEVIN MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm13JOYCE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm14HERB CAIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0109347
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/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/TitleTxt0FORMER EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt03272725
IRS990/GrantAmt0326818
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0921619
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0921619
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03609236
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt030067
IRS990/InsuranceGrp/TotalAmt030067
IRS990/InterestGrp/ManagementAndGeneralAmt02216
IRS990/InterestGrp/ProgramServicesAmt041
IRS990/InterestGrp/TotalAmt02257
IRS990/InvestmentIncomeGrp/ExclusionAmt08716
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08716
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt030777
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt034104
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01293319
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01138206
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01073599
IRS990/LandBldgEquipCostOrOtherBssAmt02366918
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/BOYAmt0305340
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0276505
IRS990/NetAssetsOrFundBalancesBOYAmt01144821
IRS990/NetAssetsOrFundBalancesEOYAmt01215097
IRS990/NetUnrlzdGainsLossesInvstAmt03327
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01144821
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01215097
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt085691
IRS990/OccupancyGrp/ProgramServicesAmt0167126
IRS990/OccupancyGrp/TotalAmt0252817
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016421
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0148705
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0165126
IRS990/OtherExpensesGrp/Desc0COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT PURCHASES
IRS990/OtherExpensesGrp/Desc2EDUCATION AND FEES
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021351
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13640
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210976
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt316634
IRS990/OtherExpensesGrp/ProgramServicesAmt033319
IRS990/OtherExpensesGrp/ProgramServicesAmt128883
IRS990/OtherExpensesGrp/ProgramServicesAmt222287
IRS990/OtherExpensesGrp/ProgramServicesAmt378074
IRS990/OtherExpensesGrp/TotalAmt054670
IRS990/OtherExpensesGrp/TotalAmt132523
IRS990/OtherExpensesGrp/TotalAmt233263
IRS990/OtherExpensesGrp/TotalAmt394708
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010256
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010256
IRS990/OtherRevenueTotalAmt010256
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0226919
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0935912
IRS990/OtherSalariesAndWagesGrp/TotalAmt01162831
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011275
IRS990/PayrollTaxesGrp/ProgramServicesAmt084716
IRS990/PayrollTaxesGrp/TotalAmt095991
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05835
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020655
IRS990/PensionPlanContributionsGrp/TotalAmt026490
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03052
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010878
IRS990/PrincipalOfficerNm0HERB CAIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036000
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 2023, 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 2023, UPPER SHORE AGING INC. SERVED 90,060 HOME-DELIVERED MEALS, TO MORE THAN 1,401 UNDUPLICATED PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0855510
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0578532
IRS990/ProgSrvcAccomActy3Grp/Desc0UPPER SHORE AGING PROVIDED DISEASE PREVENTION AND HEALTH PROMOTION ACTIVITIES FOR SENIOR CITIZENS DURING FY 2023. 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/ExpenseAmt0366952
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03303175
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0962339
IRS990/PYInvestmentIncomeAmt02793
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0936461
IRS990/PYOtherRevenueAmt040525
IRS990/PYProgramServiceRevenueAmt068401
IRS990/PYRevenuesLessExpensesAmt079271
IRS990/PYSalariesCompEmpBnftPaidAmt01436823
IRS990/PYTotalExpensesAmt03335623
IRS990/PYTotalRevenueAmt03414894
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt066949
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067977
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0374090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03590264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03387286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03148605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02666299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02470136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015262590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013736
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt010256
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt027160
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt058408
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt019190
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt015087
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0130101
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99070
IRS990ScheduleA/PublicSupportPY170Pct00.99120
IRS990ScheduleA/PublicSupportTotal170Amt015262590
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03590264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03387286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03148605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02666299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02470136
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015262590
IRS990ScheduleA/TotalSupportAmt015406427
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0933430
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01019706
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01953136
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030777
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt034104
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03327
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt028076
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030777
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt032412
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt028076
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4336
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt023111
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt032412
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09301
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt023160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt023111
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-49
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt022169
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0273613

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,035,252
Liabilities
$820,155
Net assets
$1,215,097
Revenue
$3,609,236
Expenses
$3,542,287
Net income
$66,949
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