UNITED WAY OF SOUTHEAST MISSOURI INC

EIN: 430991233 501(c)(3) Philanthropy & Grantmaking

CAPE GIRARDEAU, MO

Total Revenue
$878,887
Total Expenses
$929,466
Total Assets
$1,727,448
Net Assets
$1,154,407
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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
1955
Legal Domicile
MO
Principal Officer
ELIZABETH SHELTON
Phone
5733349634
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF SOUTHEAST MISSOURI INC, founded in 1955, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $879K in total revenue in fiscal year 2024.

Mission

EDUCATION - TO FUND PROGRAMS THAT ALLOW CHILDREN IN OUR COMMUNITY TO HAVE THE ASSETS AND SKILLS NECESSARY TO BE SUCCESSFUL IN SCHOOL AND THE OPPORTUNITY TO BECOME SELF SUFFICIENT AND PRODUCTIVE MEMBERS OF SOCIETY. INCOME - WE FUND PROGRAMS THAT HELP FAMILIES IN OUR COMMUNITY BECOME CAPABLE OF MEETING THEIR OWN NEEDS AND BE FINANCIALLY SELF SUPPORTING BY INCREASING INCOME, BUILDING SAVINGS, AND GAINING AND SUSTAINING ASSETS. HEALTH - TO FUND PROGRAMS THAT HELP SENIORS AND THOSE WITH DISABILITIES REMAIN INDEPENDENT WITH A GOOD QUALITY OF LIFE FOR AS LONG AS POSSIBLE AND TO PREVENT ABUSE THROUGH EDUCATION AND PROVIDE VICTIMS OF ABUSE RECOVERY AND OR ADVOCACY 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 $704,772
Program Service Revenue $0
Investment Income $64,244
Other Revenue $109,871
TOTAL REVENUE $878,887

Expense Breakdown

Grants Paid $305,755
Salaries & Benefits $435,446
Fundraising Expenses $150,005
Program Expenses $672,578
Other Expenses $188,265
TOTAL EXPENSES $929,466

Year-over-Year Comparison

2024 2023 Change
Revenue $878,887 $863,569 +0.0%
Expenses $929,466 $819,989 +0.1%
Net Income $-50,579 $43,580 -2.2%
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
8
Employees
15
Volunteers
225

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
4
$72,508
Total Directors
9
$72,508
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH SHELTON EXECUTIVE DI 40.00
Officer Director
$72,508 $0 $72,508
DARREN BURGFELD BOARD MEMBER N/A
Director
$0 $0 $0
TYLER MYERS TREASURER 2.00
Officer Director
$0 $0 $0
QUANTELLA NOTO BOARD MEMBER 2.00
Director
$0 $0 $0
ELORA OCAMPO BOARD MEMBER 2.00
Director
$0 $0 $0
KRISTIN OYLER BOARD MEMBER 2.00
Director
$0 $0 $0
BROOKE ROTH PRESIDENT 2.00
Officer Director
$0 $0 $0
JOHN SPEAR VICE PRESIDE 2.00
Officer Director
$0 $0 $0
JAY WOLZ BOARD MEMBER 2.00
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 $878,887 $929,466 $1,727,448 $-50,579
2024 $863,569 $819,989 $1,443,685 $43,580
2023 $802,634 $840,810 $1,615,599 $-38,176
2022 $874,511 $837,314 $1,552,085 $37,197
2021 $918,972 $766,295 $1,401,226 $152,677
2020 $843,930 $881,788 $1,426,136 $-37,858
2019 $961,337 $995,209 $1,354,214 $-33,872
2018 $892,074 $911,426 $1,500,105 $-19,352
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