UPPER SHORE AGING INC (EIN 521014383) - Form 990 Financial Analysis & Trantor Score

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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.

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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

UPPER SHORE AGING INC