Nonprofit · EIN 52-1014383
UPPER SHORE AGING INC
Tax-exempt · CHESTERTOWN, MD 21620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,940,581 | $4,005,633 | -$65,052 | $2,058,779 | $904,415 | $1,154,364 |
| June 30, 2024 | 990 | $3,609,236 | $3,542,287 | $66,949 | $2,035,252 | $820,155 | $1,215,097 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,832,676
- of which government grants
- $3,492,349
- Program service revenue
- $36,000
- Investment income
- $51,726
- Other revenue
- $20,179
Expenses
- Grants and similar amounts paid
- $1,137,633
- Compensation of officers, directors and key employees
- $107,318
- Other salaries and wages
- $1,339,240
- Salaries, compensation and benefits (total)
- $1,778,394
- Professional fundraising fees
- $0
- Occupancy
- $238,189
- Travel
- $115,037
- Depreciation
- $82,002
- Program services (functional)
- $3,238,943
- Management and general (functional)
- $766,690
Balance sheet and other
- Total assets, start of year
- $2,035,252
- Total assets, end of year
- $2,058,779
- Total liabilities, end of year
- $904,415
- Net assets, end of year
- $1,154,364
- Land, buildings and equipment
- $1,071,115
- Net assets without donor restrictions
- $1,154,364
- Gross receipts
- $3,940,581
- Employees
- 58
- Volunteers
- 153
- Year formed
- 1975
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HERB CAIN | EXECUTIVE DIRECTOR Officer | 40 | $38,494 | $8,887 |
| AMY KREINER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK BARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHERYL BEULAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN PRICE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETE LESHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS SOLDANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| COREY PACK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KAY BRODIE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CATHY QUESENBERY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY CELESTE ALEXANDER | TREASURER Trustee or director | 1 | $0 | $0 |
| PAM LIMBERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN MORAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACKIE ADAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNA MARCHI | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREW HOLLIS | FORMER EXECUTIVE DIRECTOR Officer | 40 | $109,347 | $3,239 |
| AMY KREINER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK BARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHERYL BEULAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN PRICE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETE LESHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDY MUSCH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| COREY PACK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KAY BRODIE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SARA RICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY CELESTE ALEXANDER | TREASURER Trustee or director | 1 | $0 | $0 |
| PAM LIMBERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN MORAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOYCE DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HERB CAIN | EXECUTIVE DIRECTOR Trustee or director | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 SCHAUBER RD, CHESTERTOWN, MD 21620-1148
- Principal officer (990 for 2024)
- HERB CAIN, 100 SCHAUBER ROAD, CHESTERTOWN, MD 21620
- Signed the 990
- HERB CAIN, EXECUTIVE DIRECTOR
- Phone
- (410) 778-6000
- Website
- WWW.UPPERSHOREAGING.ORG
- Return prepared by
- Alta CPA Group
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 accomplishments
- 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.Expenses $1,487,275 · grants $312,121 · revenue $36,000
- 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.Expenses $1,026,392 · grants $737,259
- 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.Expenses $358,372 · grants $73,590
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1014383
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $2,058,779
- Income (IRS master file)
- $3,940,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,940,581 | $4,005,633 | $2,058,779 | XML |
| 990 | June 2024 | $3,609,236 | $3,542,287 | $2,035,252 | XML |
| 990 | June 2023 | $3,414,894 | $3,335,623 | $2,037,594 | IRS |
| 990 | June 2022 | $3,208,510 | $3,040,937 | $1,910,542 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about UPPER SHORE AGING INC
- What is the EIN of UPPER SHORE AGING INC?
- The employer identification number (EIN) of UPPER SHORE AGING INC is 52-1014383.
- Is UPPER SHORE AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to UPPER SHORE AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER SHORE AGING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER SHORE AGING INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER SHORE AGING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UPPER SHORE AGING INC?
- The 990 for the year ended June 30, 2025 names HERB CAIN.
- Who are the officers and directors of UPPER SHORE AGING INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $38,494 (HERB CAIN, EXECUTIVE DIRECTOR).
- How much revenue does UPPER SHORE AGING INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,940,581, expenses of $4,005,633 and total assets of $2,058,779 at year end.
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