UNITED WAY OF THE LOWER EASTERN SHORE INC (EIN 526016589) - 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

1944

Legal Domicile

Principal Officer

PAMELA R GREGORY

Phone

4107425143

Tax Period

2024-09-01 to 2025-08-31

UNITED WAY OF THE LOWER EASTERN SHORE INC, founded in 1944, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

UNITED WAY OF THE LOWER EASTERN SHORE HARNESSES THE POWER OF OUR COMMUNITY TO ADVANCE HEALTH, EDUCATION, AND FINANCIAL STABILITY

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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 $1,409,441

Program Service Revenue $0

Investment Income $177,912

Other Revenue $142,854

TOTAL REVENUE $1,730,207

Expense Breakdown

Grants Paid $565,720

Salaries & Benefits $568,876

Fundraising Expenses $256,198

Program Expenses $1,302,347

Other Expenses $584,488

TOTAL EXPENSES $1,719,084

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,730,207	$1,874,503	-0.1%
Expenses	$1,719,084	$1,735,602	0.0%
Net Income	$11,123	$138,901	-0.9%

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

2186

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

$207,126

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE CANOPII	DIRECTOR	1.00	Director	$0	$0	$0
SONYA WHITED	CHAIR	1.00	Officer Director	$0	$0	$0
JOY STRAND	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MARK RUDNICK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MOCK	DIRECTOR	1.00	Director	$0	$0	$0
MARY MENGASON	EXECUTIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CANDICE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY HASSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GADDIS	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN FIDDLER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE FARROW	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW CHANCE	TREASURER	1.00	Officer Director	$0	$0	$0
ALEXIS MUMFORD	DIRECTOR	1.00	Director	$0	$0	$0
VICKI GREEN	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA R GREGORY	PRESIDENT/CEO (NONVOTING)	40.00	Officer	$93,370	$16,829	$110,199
STEVEN FULKROD	FINANCE MANAGER/RESIDENT AGENT (NONVOTING)	40.00	Officer	$80,252	$16,675	$96,927

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	$1,730,207	$1,719,084	$1,571,493	$11,123
2024	$1,874,503	$1,735,602	$1,554,364	$138,901
2023	$1,593,550	$1,731,887	$1,464,905	$-138,337
2022	$2,000,532	$1,732,884	$1,302,045	$267,648
2021	$1,902,358	$1,520,527	$1,111,551	$381,831
2020	$2,277,655	$1,912,254	$867,228	$365,401
2019	$1,908,998	$2,197,218	$890,794	$-288,220
2018	$2,255,658	$2,297,852	$932,330	$-42,194

UNITED WAY OF THE LOWER EASTERN SHORE INC