United Way of Northeast Mississippi Inc (EIN 640392972) - 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

1961

Legal Domicile

Phone

6628419133

Tax Period

2024-10-01 to 2025-09-30

United Way of Northeast Mississippi Inc, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.0M left a modest 13% surplus.

Mission

To create opportunities to improve lives in the communities we serve.

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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 $1,975,101

Program Service Revenue $43,166

Investment Income $33,381

Other Revenue $193,209

TOTAL REVENUE $2,244,857

Expense Breakdown

Grants Paid $1,010,324

Salaries & Benefits $652,880

Fundraising Expenses $242,778

Program Expenses $1,369,358

Other Expenses $288,570

TOTAL EXPENSES $1,951,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,244,857	$2,019,900	+0.1%
Expenses	$1,951,774	$1,725,094	+0.1%
Net Income	$293,083	$294,806	0.0%

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

N/A

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

$102,915

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patti Parker	President	40.00	Officer	$102,915	$0	$102,915
Carrie Coggins	Director	0.00	Director	$0	$0	$0
Stacy Crowley	Director	0.00	Director	$0	$0	$0
Ormella Cummings	Director	0.00	Director	$0	$0	$0
Elizabeth Cummings	Director	0.00	Director	$0	$0	$0
Jennie Bradford Curlee	Chair-Elect	0.00	Officer Director	$0	$0	$0
Cathy Fitzpatrick	Director	0.00	Director	$0	$0	$0
Kory Hunter	Secretary - Treasurer	0.00	Officer Director	$0	$0	$0
Jeff Moore	Director	0.00	Director	$0	$0	$0
Bruce Peters	Director	0.00	Director	$0	$0	$0
Charlotte Pratt	Director	0.00	Director	$0	$0	$0
Mitzi Presley	Director	0.00	Director	$0	$0	$0
Katie Rogers	Director	0.00	Director	$0	$0	$0
Jimma Smith	Director	0.00	Director	$0	$0	$0
Debra Strawbridge	Director	0.00	Director	$0	$0	$0
Kenneth Wheeler	Chair	0.00	Officer Director	$0	$0	$0
Eddie Wright	Director	0.00	Director	$0	$0	$0
Kyle Finley	Director	0.00	Director	$0	$0	$0
Beth Frick	Director	0.00	Director	$0	$0	$0
Josh Hutcheson	Director	0.00	Director	$0	$0	$0
Lynsey Robertson	Director	0.00	Director	$0	$0	$0
Robert Smith	Director	0.00	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	$2,244,857	$1,951,774	$3,443,722	$293,083
2024	$2,019,900	$1,725,094	$3,053,094	$294,806
2023	$2,175,298	$2,318,099	$2,546,098	$-142,801
2022	$2,801,045	$2,460,121	$2,459,978	$340,924
2021	$2,469,432	$2,508,213	$2,485,568	$-38,781
2020	$2,495,212	$2,353,069	$2,346,027	$142,143
2019	$2,101,207	$2,339,260	$2,106,893	$-238,053
2018	$2,754,114	$2,329,845	$2,401,722	$424,269

United Way of Northeast Mississippi Inc