THE UNITED WAY OF SOUTHEAST MS INC

EIN: 640410475 501(c)(3) Philanthropy & Grantmaking

HATTIESBURG, MS

Total Revenue
$1,397,741
Total Expenses
$1,178,398
Total Assets
$2,456,358
Net Assets
$2,372,990
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
MS
Principal Officer
TRACIE FOWLER
Phone
6015457141
Tax Period
2024-04-01 to 2025-03-31

THE UNITED WAY OF SOUTHEAST MS INC, founded in 1940, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $219K, a strong 16% operating margin.

Mission

UNITED WAY OF SOUTHEAST MISSISSIPPI IS A COMMUNITY LEADERSHIP AND IMPACT ORGANIZATION WHOSE MISSION IS "TO IMPROVE LIVES BY LEADING AND MOBILIZING THE CARING POWER OF SOUTHEAST MISSISSIPPI." UNITED WAY IS A COMMUNITY-BASED ORGANIZATION SERVING THE RESIDENTS OF FORREST, LAMAR AND PERRY COUNTIES AND IS GOVERNED BY VOLUNTEERS FROM THIS THREE-COUNTY AREA. UNITED WAY, OPERATING THROUGH ITS NETWORK OF 21 PARTNER AGENCIES, HAS ENABLED THOSE AGENCIES TO PROVIDE DIRECT HEALTH, WELFARE, SOCIAL AND HUMAN SERVICES TO OVER 55,000 AREA RESIDENTS IN THE PAST YEAR. UNITED WAY HAS FOUR MAJOR COMMUNITY IMPACT INITIATIVE AREAS: EDUCATION, FINANCIAL STABILITY, HEALTH, AND SUPPORT 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 $832,733
Program Service Revenue $196,549
Investment Income $236,376
Other Revenue $132,083
TOTAL REVENUE $1,397,741

Expense Breakdown

Grants Paid $493,657
Salaries & Benefits $288,476
Fundraising Expenses $233,132
Program Expenses $794,619
Other Expenses $396,265
TOTAL EXPENSES $1,178,398

Year-over-Year Comparison

2024 2023 Change
Revenue $1,397,741 $1,356,315 +0.0%
Expenses $1,178,398 $1,037,095 +0.1%
Net Income $219,343 $319,220 -0.3%
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

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Governance

Voting Members
26
Independent Members
26
Employees
4
Volunteers
400

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
7
$0
Total Directors
25
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATIE ANTHONY VICE-RESOURC N/A
Officer Director
$0 $0 $0
CHASE BARNES MEMBER N/A
Director
$0 $0 $0
JACLYN BAYLIS PAST BOARD C N/A
Officer Director
$0 $0 $0
CELESTE BROWN VICE-RESOURC N/A
Officer Director
$0 $0 $0
JANA CAUSEY MEMBER N/A
Director
$0 $0 $0
PHYLLIS CHAMBERS-BERRY MEMBER N/A
Director
$0 $0 $0
JERRY DEFATTA BOARD CHAIR N/A
Officer Director
$0 $0 $0
SHAMEIKA DONALDSON MEMBER N/A
Director
$0 $0 $0
TORI GEIGER MEMBER N/A
Director
$0 $0 $0
JEFFREY GEORGE MEMBER N/A
Director
$0 $0 $0
CHER HARVEY MEMBER N/A
Director
$0 $0 $0
RYAN HINTON MEMBER N/A
Director
$0 $0 $0
ZACH HOWELL MEMBER N/A
Director
$0 $0 $0
ANNIE JACKSON MEMBER N/A
Director
$0 $0 $0
FRANK JAMES MEMBER N/A
Director
$0 $0 $0
ANN CLAIRE KELLY MEMBER N/A
Director
$0 $0 $0
TYLER LOFTON COMMUNITY IM N/A
Officer Director
$0 $0 $0
CHRIS MILES MEMBER N/A
Director
$0 $0 $0
KEVIN MORRIS AUDIT COMMIT N/A
Officer Director
$0 $0 $0
KYLE NAPIER MEMBER N/A
Director
$0 $0 $0
NED NELSON MEMBER N/A
Director
$0 $0 $0
TERESA POOLE MEMBER N/A
Director
$0 $0 $0
ALEXIS RUTLAND MEMBER N/A
Director
$0 $0 $0
ADAM SCHRAEDER MEMBER N/A
Director
$0 $0 $0
TRISTIAN WASHINGTON MEMBER N/A
Director
$0 $0 $0
KAREN GRIFFIS SECRETARY/ T N/A
Officer
$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 $1,397,741 $1,178,398 $2,456,358 $219,343
2024 $1,356,315 $1,037,095 $2,365,777 $319,220
2023 $977,616 $1,188,399 $1,992,621 $-210,783
2022 $1,319,222 $1,070,519 $2,197,084 $248,703
2021 $1,390,067 $1,139,350 $2,034,599 $250,717
2020 $1,077,196 $1,058,339 $1,812,359 $18,857
2019 $1,180,060 $1,130,672 $1,821,444 $49,388
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