THE UNITED WAY OF SOUTHEAST MS INC

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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

1940

Legal Domicile

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 IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND OF SOUTHEAST MISSISSIPPI TO ADVANCE THE COMMON GOOD. UNITED WAY OF SOUTHEAST MISSISSIPPI IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS FROM ITS FOUR COUNTY SERVICE AREA. OUR FOCUS IS ON IMPROVING THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF FAMILIES IN OUR COMMUNITIES. THIS IS ACCOMPLISHED THROUGH PARTNERSHIPS WITH LOCAL COMPANIES, GOVERNMENTS, NONPROFITS AND OTHER ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $766,837

UNITED WAY OF SOUTHEAST MISSISSIPPI IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND OF SOUTHEAST MISSISSIPPI TO ADVANCE THE COMMON GOOD. UNITED WAY OF SOUTHEAST MISSISSIPPI IS...

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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 $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

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

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

Total Directors

Key Employees

Highest Compensated

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