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Nonprofiteer
← UNITED WAY OF SOUTH MISSISSIPPI INC

Form 990 for tax year 2023

Filed by UNITED WAY OF SOUTH MISSISSIPPI INC.

Totals

Total revenue
$2,020,327
Total expenses
$2,136,888
Contributions and grants received
$1,827,631
Grants paid
$905,758
Program service revenue
$0
Investment income
$26,938
Other revenue
$165,758
Total assets, end of year
$1,194,237
Total liabilities, end of year
$141,466
Net assets or fund balances, end of year
$1,052,771
Program services expenses (Part IX)
$1,758,211
Management and general expenses
$208,719
Fundraising expenses
$169,958
Program service expenses (Part III)
$1,758,211

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $582,980

  • 1f · All other contributions, gifts and grants

    $1,244,651

  • 1g · Noncash contributions included above

    $129,860

  • 3 · Investment income

    total $23,389 · excluded $23,389

  • 7a · Gross sales of assets other than inventory

    securities $3,549

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $3,549

  • 7d · Net gain or loss

    total $3,549 · related or exempt $3,549

  • 8a · Fundraising events: gross income

    $95,401

  • 8b · Fundraising events: direct expenses

    $58,819

  • 8c · Net income from fundraising events

    total $36,582 · excluded $36,582

  • 9a · Gaming: gross income

    $91,000

  • 9b · Gaming: direct expenses

    $76,136

  • 9c · Net income from gaming

    total $14,864 · excluded $14,864

  • 11a · Other revenue: ADMINISTRATIVE FEES

    total $67,915 · related or exempt $67,915

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $46,397 · related or exempt $46,397

  • 11e · Other revenue, total

    $114,312

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $905,758 · program services $905,758

  • 5 · Compensation of officers, directors and key employees

    total $174,113 · program services $108,734 · management and general $26,486 · fundraising $38,893

  • 7 · Other salaries and wages

    total $272,226 · program services $66,271 · management and general $131,386 · fundraising $74,569

  • 11c · Fees: accounting

    total $20,790 · management and general $15,102 · fundraising $5,688

  • 11f · Fees: investment management

    total $1,078 · management and general $1,078

  • 11g · Fees: other

    total $524,081 · program services $517,207 · management and general $6,874

  • 12 · Advertising and promotion

    total $2,576 · program services $1,328 · management and general $1,248

  • 14 · Information technology

    total $14,113 · program services $8,579 · management and general $4,068 · fundraising $1,466

  • 16 · Occupancy

    total $42,695 · program services $24,437 · management and general $6,006 · fundraising $12,252

  • 17 · Travel

    total $4,231 · program services $1,840 · management and general $738 · fundraising $1,653

  • 22 · Depreciation, depletion and amortization

    total $4,261 · management and general $4,261

  • 23 · Insurance

    total $11,063 · program services $3,786 · management and general $5,700 · fundraising $1,577

  • 24a · Other expenses: EVENTS

    total $105,643 · program services $84,017 · management and general $370 · fundraising $21,256

  • 24b · Other expenses: MEMBERSHIP DUES AND SUB

    total $16,284 · program services $7,501 · management and general $2,873 · fundraising $5,910

  • 24c · Other expenses: SUPPLIES

    total $15,644 · program services $11,701 · management and general $731 · fundraising $3,212

  • 24d · Other expenses: STAFF DEVELOPMENT

    total $14,585 · program services $13,785 · management and general $800

  • 24e · All other expenses

    total $7,747 · program services $3,267 · management and general $998 · fundraising $3,482

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,420 · end of year $26,485

  • 2 · Savings and temporary cash investments

    beginning of year $1,047,340 · end of year $965,825

  • 3 · Pledges and grants receivable

    beginning of year $219,161 · end of year $173,766

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,265 · end of year $13,513

  • 10a · Land, buildings and equipment: cost or other basis

    $96,977

  • 10b · Land, buildings and equipment: accumulated depreciation

    $87,570

  • 10c · Land, buildings and equipment, net

    beginning of year $13,668 · end of year $9,407

  • 11 · Investments: publicly traded securities

    beginning of year $56,111 · end of year $63,993

  • 12 · Investments: other securities

    beginning of year -$70,464 · end of year -$59,160

  • 15 · Other assets

    beginning of year $141 · end of year $408

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,265 · end of year $26,920

  • 18 · Grants payable

    beginning of year $53,750 · end of year $55,625

  • 25 · Other liabilities

    beginning of year $64,610 · end of year $58,921

  • 27 · Net assets without donor restrictions

    beginning of year $1,154,017 · end of year $1,052,771

Mission and programs · 2023

Mission

UNITED WAY LEADS POSITIVE CHANGE THAT TRANSFORMS OUR COMMUNITY AND IMPROVES PEOPLE'S LIVES IN OUR IMPACT AREA. WE ADVANCE THE COMMON GOOD BY INVESTING IN OUR GREATEST ASSET - OUR CHILDREN AND THEIR FAMILIES - TO CREATE A BETTER TOMMORROW TODAY.

Activities or mission (Part I)

UNITED WAY LEADS POSITIVE CHANGE THAT TRANSFORMS OUR COMMUNITY AND IMPROVES PEOPLE'S LIVES.

  • UNITED WAY OF SOUTH MISSISSIPPI, WHICH SERVES HANCOCK, HARRISON, PEARL RIVER AND STONE COUNTIES, AWARDED $905,758 IN GRANTS IN FY 2023. GRANTS INCLUDED MULTI-YEAR COMMUNITY IMPACT GRANTS TO TWELVE LOCAL NONPROFIT AGENCIES CAREFULLY SELECTED BY A VOLUNTEER COMMUNITY INVESTMENT TEAM; EMERGENCY AND EMERGING NEEDS GRANTS, WHICH ADDRESSED COMMUNITY NEEDS THAT ARISE FROM CRISES OR TIME-SENSITIVE OPPORTUNITIES WITH THE POTENTIAL FOR HIGH IMPACT; PASS-THROUGH DISTRIBUTIONS; AND FUNDERS' GRANTS. ADDITIONAL IMPACT INITIATIVES INCLUDED THE SINGLECARE PRESCRIPTION DRUG SAVINGS CARD, WHICH SAVED SOUTH MISSISSIPPIANS $386,465 AND THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM, WHICH RETURNED $5,704,347 TO THE AREA THROUGH FREE TAX PREPARATION SERVICES. DONORS WERE ALSO FREE TO DESIGNATE CONTRIBUTIONS TO ANY 501(C)(3) OR 509(A) ORGANIZATION.

    Expenses $905,758 · Grants $905,758

  • DURING FY 2023, UNITED WAY OF SOUTH MISSISSIPPI WORKED TO DEVELOP AND IMPLEMENT LONG-TERM SOLUTIONS TO ADDRESS SCHOOL READINESS AND GRADE-LEVEL READING. ACCORDING TO THE ANNIE E. CASEY FOUNDATION 2020 KIDS COUNT DATA BOOK, 48% OF 3 AND 4 YEAR- OLDS IN MISSISSIPPI ARE NOT ENROLLED IN A PRESCHOOL PROGRAM. IN ADDITION, THE SAME STUDY INDICATES THAT 68% OF FOURTH GRADERS ARE NOT AT GRADE LEVEL PROFICIENCY IN READING. UWSM BELIEVES THE COMMUNITY'S MOST CRITICAL RESOURCES ARE CHILDREN AND FAMILIES, AND THE ORGANIZATION INVESTED IN THOSE RESOURCES THROUGH SEVERAL EDUCATION INITIATIVES. INITIATIVES INCLUDED DOLLY PARTON'S IMAGINATION LIBRARY, WHICH DISTRIBUTED 24,668 FREE BOOKS TO OUR AREA'S CHILDREN; UNITED WAY READERS, WHICH PAIRED ADULT VOLUNTEERS WITH CHILDREN TO PROVIDE READING PRACTICE; THE LITTLE LIBRARY PROGRAM, WHICH PROMOTED NEIGHBORHOOD BOOK EXCHANGES THROUGH FREE, PUBLIC BOOKCASES; AND PREK4WARD, WHICH OFFERED FREE PRESCHOOL TO 180 AREA CHILDREN ACROSS NINE CLASSROOMS. ADDITIONALLY, UWSM FUNDS THE NOURISHING PLACE'S ENHANCE AFTER SCHOOL TUTORING PROGRAM, WHICH PROVIDED 147 AREA CHILDREN WITH NEEDED TUTORING SERVICES.

    Expenses $598,341

  • IN FY 2023, UNITED WAY OF SOUTH MISSISSIPPI PROVIDED, THROUGH VOLUNTEERS AND SPECIAL PROJECTS, CRITICAL COMMUNITY SERVICES. VOLUNTEERS SIGNED UP FOR OPPORTUNITIES THROUGH THE ORGANIZATION'S DIRECTOR OF VOLUNTEERS AND SPECIAL PROJECTS AND WERE FIELDED IN THE COMMUNITY THROUGH EVENTS LIKE THE ANNUAL DAY OF ACTION. VOLUNTEERS LOGGED A TOTAL OF 4,190 HOURS WITH A MONETARY IMPACT OF $133,242. ADDITIONALLY, THE ORGANIZATION WORKED COLLABORATIVELY WITH THE GULF COAST HUB FOR VOLUNTEERS AND NONPROFITS TO PROVIDE OTHER OPPORTUNITIES AND RESOURCES FOR VOLUNTEERS. UWSM ALSO DIRECTED A DIAPER DRIVE AND "FILL THE BUS" SCHOOL SUPPLY DRIVE, WHICH GENERATED MUCH-NEEDED DONATIONS FOR COMMUNITY ORGANIZATIONS, SCHOOLS AND CHILDREN.

    Expenses $163,104

  • Expenses $91,008

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Greg Capranica

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jennifer Cain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Scott Gregory

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Else' Marie

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Martha Polk

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5
  • Jase Payne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lea Bellon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Janell Nolan

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Amy Bateson

    VICE PRESIDENT OF FINANCE

    Total calculated
    $0
    Hours/week
    0.5
  • Brady Powers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • David Duhe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Sean Courtney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Nikki Johns

    VICE PRESIDENT OF RESOURCE DEVELOPMENT

    Total calculated
    $0
    Hours/week
    0.5
  • Kreg Overstreet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ric Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • R Lee Flowers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Alex Treutel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • David Quigley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Stacey O'Connell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Rick Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Shyra Galloway

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ryan Witcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • James Kaigler

    VICE PRESIDENT OF COMMUNITY IMPACT

    Total calculated
    $0
    Hours/week
    0.5
  • Thania Coyne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Kathy Springer

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $119,493
    From this org
    $119,493
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Kristin Pearson

    DIRECTOR OF FINANCE

    Total calculated
    $54,620
    From this org
    $54,620
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
27 January 2025
IRS schema version
2023v6.0
Source object
202530319349301773

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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