UPPER BAY COUNSELING & SUPPORT SERVICES INC AND AFFILIATE

EIN: 510329224 501(c)(3) Mental Health

ELKTON, MD

Total Revenue
$8,828,518
Total Expenses
$9,474,027
Total Assets
$5,108,308
Net Assets
$377,310
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
MD
Principal Officer
SUANNE BLUMBERG
Phone
4109965104
Tax Period
2024-07-01 to 2025-06-30

UPPER BAY COUNSELING & SUPPORT SERVICES INC AND AFFILIATE, founded in 1990, is a community nonprofit in the Mental Health sector that reported $8.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

PROVIDES A BROAD AND EXPANDING RANGE OF HIGH QUALITY BEHAVIORAL HEALTH AND COMMUNITY SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $478,654
Program Service Revenue $8,329,507
Investment Income $520
Other Revenue $19,837
TOTAL REVENUE $8,828,518

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,728,753
Fundraising Expenses $0
Program Expenses $7,875,452
Other Expenses $2,745,274
TOTAL EXPENSES $9,474,027

Year-over-Year Comparison

2024 2023 Change
Revenue $8,828,518 $10,073,135 -0.1%
Expenses $9,474,027 $10,070,615 -0.1%
Net Income $-645,509 $2,520 -257.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
7
Employees
139
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$235,386
Total Directors
8
$136,924
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EVONNE BOROSKI MEMBER 0.75
Director
$0 $0 $0
KAROLYN BOWE ESQ VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
PATRICIA D FOLK SECRETARY 1.00
Officer Director
$0 $0 $0
REVEREND JOHN R SCHAEFFER TREASURER 1.00
Officer Director
$0 $0 $0
SUANNE BLUMBERG CEO AND MEMBER 40.00
Officer Director
$136,924 $0 $136,924
JANEL ROBINSON PRESIDENT 1.00
Officer Director
$0 $0 $0
MIRIAM WIGLESWORTH MEMBER 0.75
Director
$0 $0 $0
STACIE MCSPADDEN MEMBER 0.75
Director
$0 $0 $0
KATHERINE DANNENFELSER DIRECTOR OF FINANCE 40.00
Officer
$96,778 $1,684 $98,462
KWABENA OWUSU NURSE PRACTITIONER 40.00
Highest
$233,199 $28,881 $262,080
RALPH SCOVILLE MD PSYCHIATRIST 35.00
Highest
$150,664 $29,264 $179,928
MICHELLE SHANEYFELT-JARZYNSKI NURSE PRACTITIONER 40.00
Highest
$153,216 $0 $153,216
SHANNON MACTURK THERAPIST 40.00
Highest
$103,793 $11,768 $115,561
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $8,828,518 $9,474,027 $5,108,308 $-645,509
2024 $10,073,135 $10,070,615 $3,033,943 $2,520
2023 $10,142,816 $11,455,291 $3,415,565 $-1,312,475
2022 $11,722,073 $11,833,582 $3,721,722 $-111,509
2021 $13,721,783 $12,247,208 $4,746,884 $1,474,575
2020 $12,903,289 $12,982,382 $4,599,864 $-79,093
2019 $13,478,359 $13,040,413 $3,041,296 $437,946
2018 $13,008,741 $13,746,388 $3,137,474 $-737,647
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