United Way of Mid & South Jefferson Co

EIN: 741187386 501(c)(3)

Port Arthur, TX

Total Revenue
$3,458,680
Total Expenses
$2,328,820
Total Assets
$7,473,402
Net Assets
$7,428,006
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Principal Officer
Janie Johnson
Phone
4097294040
Tax Period
2023-07-01 to 2024-06-30

United Way of Mid & South Jefferson Co is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 33% operating margin.

Mission

To advance the common good of the community and its residents by focusing on the building blocks for a good `life; quality education; financial stability and good health.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,014,642
Program Service Revenue $0
Investment Income $174,900
Other Revenue $269,138
TOTAL REVENUE $3,458,680

Expense Breakdown

Grants Paid $1,702,105
Salaries & Benefits $301,395
Fundraising Expenses $76,140
Program Expenses $2,199,353
Other Expenses $325,320
TOTAL EXPENSES $2,328,820

Year-over-Year Comparison

2023 2022 Change
Revenue $3,458,680 $2,982,243 +0.2%
Expenses $2,328,820 $1,862,525 +0.3%
Net Income $1,129,860 $1,119,718 +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

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
17
Employees
6
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
0
$0
Total Directors
18
$107,240
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Janie Johnson Executive Director 40.00
Director
$107,240 $0 $107,240
Roxanne Smith Parks Secretary/Treasurer 0.00
Director
$0 $0 $0
Josh Nehlig Past President 0.00
Director
$0 $0 $0
Kingsley Amalalo Member 0.00
Director
$0 $0 $0
Erin Peltier President 0.00
Director
$0 $0 $0
Debra Drago 1st Vice President 0.00
Director
$0 $0 $0
Nikki McDonald Member 0.00
Director
$0 $0 $0
Jerri Guidry Member 0.00
Director
$0 $0 $0
Mary Ann Reid Member 0.00
Director
$0 $0 $0
Linda Tait Member 0.00
Director
$0 $0 $0
Scott Street Member 0.00
Director
$0 $0 $0
Lucrecia Harris Member 0.00
Director
$0 $0 $0
Chrissy Russell Member 0.00
Director
$0 $0 $0
Daniel Cruz Member 0.00
Director
$0 $0 $0
Tammy Kutzur Member 0.00
Director
$0 $0 $0
Sherri Toutcheque Member 0.00
Director
$0 $0 $0
Kelsey Borza Member 0.00
Director
$0 $0 $0
Barbara Huval Member 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
2024 $3,458,680 $2,328,820 $7,473,402 $1,129,860
2023 $2,982,243 $1,862,525 $6,311,787 $1,119,718
2022 $2,602,209 $1,758,012 $5,195,238 $844,197
2021 $2,145,982 $1,524,436 $4,469,834 $621,546
2020 $2,108,394 $1,599,290 $3,785,290 $509,104
2019 $1,613,409 $1,442,368 $3,232,040 $171,041
2018 $2,045,881 $1,840,345 $3,095,724 $205,536
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