UPPER SHORE AGING INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

HERB CAIN

Phone

4107786000

Tax Period

2024-07-01 to 2025-06-30

UPPER SHORE AGING INC, founded in 1975, is a community nonprofit in the Human Services sector that reported $3.9M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

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.

Program Service Accomplishments

Program 1

Expenses: $1,487,275 Revenue: $36,000

SENIOR 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...

SENIOR 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.

Program 2

Expenses: $1,026,392

CONGREGATE 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.

Program 3

Expenses: $358,372

UPPER SHORE AGING PROVIDED DISEASE PREVENTION AND HEALTH PROMOTION ACTIVITIES FOR SENIOR CITIZENS DURING FY 2024. 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.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,832,676

Program Service Revenue $36,000

Investment Income $51,726

Other Revenue $20,179

TOTAL REVENUE $3,940,581

Expense Breakdown

Grants Paid $1,137,633

Salaries & Benefits $1,778,394

Fundraising Expenses $0

Program Expenses $3,238,943

Other Expenses $1,089,606

TOTAL EXPENSES $4,005,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,940,581	$3,609,236	+0.1%
Expenses	$4,005,633	$3,542,287	+0.1%
Net Income	$-65,052	$66,949	-2.0%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

153

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

$47,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERB CAIN	EXECUTIVE DIRECTOR	040.00	Officer	$38,494	$8,887	$47,381
AMY KREINER	DIRECTOR	001.00	Director	$0	$0	$0
FRANK BARTZ	DIRECTOR	001.00	Director	$0	$0	$0
CHERYL BEULAH	DIRECTOR	001.00	Director	$0	$0	$0
JOHN PRICE	DIRECTOR	001.00	Director	$0	$0	$0
PETE LESHER	DIRECTOR	001.00	Director	$0	$0	$0
CHRIS SOLDANO	SECRETARY	001.00	Officer Director	$0	$0	$0
COREY PACK	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
KAY BRODIE	PRESIDENT	001.00	Officer Director	$0	$0	$0
CATHY QUESENBERY	DIRECTOR	001.00	Director	$0	$0	$0
MARY CELESTE ALEXANDER	TREASURER	001.00	Director	$0	$0	$0
PAM LIMBERRY	DIRECTOR	001.00	Director	$0	$0	$0
KEVIN MORAN	DIRECTOR	001.00	Director	$0	$0	$0
JACKIE ADAMS	DIRECTOR	001.00	Director	$0	$0	$0
JENNA MARCHI	DIRECTOR	001.00	Director	$0	$0	$0

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	$3,940,581	$4,005,633	$2,058,779	$-65,052
2024	$3,609,236	$3,542,287	$2,035,252	$66,949
2023	$3,414,894	$3,335,623	$2,037,594	$79,271
2022	$3,208,510	$3,040,937	$1,910,542	$167,573
2021	$2,688,388	$2,769,953	$1,929,009	$-81,565
2020	$2,586,007	$2,610,496	$2,104,114	$-24,489
2019	$2,506,255	$2,480,591	$1,773,208	$25,664
2018	$2,457,632	$2,343,661	$1,742,941	$113,971