2025-12-15T11:02:13-05:00 2025-06-30 640760834 NAIL MCKINNEY PROFESSIONAL ASSOCIATION PO BOX 196 TUPELO MS 388020196 990 2024-07-01 640676151 UNITED WAY OF OXFORD & LAFAYETTE COUNTY UNIT 6622364265 440 N LAMAR 5 OXFORD MS 38655 JANET DICKENS TREASURER/VP FINANCE 6622364265 2025-12-12 true JAMES PEGUES CPA P00101024 6628426475 2025-12-12 2024 2025-03-06 01:10:19Z PREMALATHA BALACHANDRAN 347526 false X WWW.UNITEDWAYOXFORDMS.ORG X 1970 MS THE ORGANIZATION'S MISSION IS TO IMPROVE LIVES IN LAFAYETTE COUNTY BY UNITING PEOPLE AND RESOURCES, WITH A FOCUS ON GOOD HEALTH, QUALITY EDUCATION, AND FINANCIAL STABILITY. 35 35 1 100 0 316219 250780 0 8320 10106 52910 86640 377449 347526 191184 167800 0 88736 92847 0 71905 80066 96959 359986 357606 17463 -10080 454695 422695 259885 229091 194810 193604 X THE ORGANIZATION'S MISSION IS TO IMPROVE LIVES IN LAFAYETTE COUNTY BY UNITING PEOPLE AND RESOURCES, WITH A FOCUS ON GOOD HEALTH, QUALITY EDUCATION, AND FINANCIAL STABILITY. THE ORGANIZATION ACHIEVES THIS MISSION BY RAISING MONEY THROUGH AN ANNUAL CAMPAIGN AND OTHER AVENUES, AND THEN PROVIDING PROGRAM GRANTS TO OTHER NON-PROFIT ORGANIZATIONS, CONVENING ISSUE-DRIVEN COALITIONS, AND SERVING AS A RESOURCE TO INDIVIDUALS AND ORGANIZATIONS. false false 254361 167800 USING FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN, THE ORGANIZATION WAS ABLE TO PROVIDE PROGRAM GRANTS TO MORE THAN TWENTY LOCAL NON-PROFIT ORGANIZATIONS INVOLVED IN PROMOTING GOOD HEALTH, QUALITY EDUCATION, AND FINANCIAL STABILITY IN LAFAYETTE COUNTY. THESE PROGRAM GRANTS SUPPORTED A WIDE RANGE OF EFFORTS, INCLUDING BUT NOT LIMITED TO SUPPORT FOR ADOLESCENT MOTHERS, SPECIAL OLYMPICS OPPORTUNITIES FOR DISABLED ATHLETES, COUNSELING FOR VICTIMS OF CRIME, AFTER- AND SUMMER-SCHOOL PROGRAMS FOR YOUNG CHILDREN, ENRICHMENT AND MENTORING ACTIVITIES FOR CHILDREN AND YOUTH, BASIC NEEDS ASSISTANCE IN THE FORM OF RENT AND UTILITIES PAYMENTS, MEALS ON WHEELS SERVICES FOR SENIORS, AND A TRANSITIONAL PROGRAM FOR FAMILIES MOVING OUT OF HOMELESSNESS. TENS OF THOUSANDS OF RESIDENTS OF LAFAYETTE COUNTY BENEFITED FROM THIS WORK. 2489 USING FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN, DESIGNATED GIFTS AND SPONSORSHIPS, AND NON-CASH GIFTS THE ORGANIZATION FUNDED THE LOU EXCEL BY 5 COALITION, WHICH IS A COMMUNITY COALITION WORKING TO ENSURE THAT ALL CHILDREN IN LAFAYETTE COUNTY ENTER KINDERGARTEN PREPARED TO SUCCEED IN SCHOOL AND IN LIFE. THE LOU READS COALITION IS A COMMUNITY COALITION, AND UNITED WAY SERVES AS ITS LEAD PARTNER AND FISCAL AGENT. THE LOU READS COALITION SUPPORTS PARENTS BY PROVIDING RESOURCES AND WORKSHOPS, OFFERS FREE PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO LOCAL EARLY CHILDHOOD CAREGIVERS, CO-SPONSORS A FAMILY RESOURCE LIBRARY (FREE "TOY LENDING LIBRARY" OPEN TO THE COMMUNITY), AND COORDINATES FAMILY- FRIENDLY EVENTS FOR YOUNG CHILDREN AND THEIR FAMILIES. 256850 true true false false false false true false false true true false false true true false false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 3 0 1 true false false false false false false false false X 35 35 false false false false false false false true true false false true true true true true true true true false X X KURT BRUMMETT 6622364265 440 N LAMAR 5 OXFORD MS 38655 KURT BRUMMETT EXECUTIVE DI 40.00 X 77330 0 0 PREMALATHA BALACHANDRAN PRESIDENT 1.00 X X 0 0 0 DANIEL BARFIELD VP FOR CAMPA 1.00 X X 0 0 0 MARILYN BARNES BOARD MEMBER 1.00 X 0 0 0 QUENTIN BREWER BOARD MEMBER 1.00 X 0 0 0 CHASE BUCHANAN BOARD MEMBER 1.00 X 0 0 0 JANET DICKENS TREASURER/VP 1.00 X X 0 0 0 CHRIS DICUS BOARD MEMBER 1.00 X 0 0 0 ANGELA DUCOTE BOARD MEMBER 1.00 X 0 0 0 GRAY EDMONDSON BOARD MEMBER 1.00 X 0 0 0 JAMES HARPER BOARD MEMBER 1.00 X 0 0 0 LAUREN HOSELTON BOARD MEMBER 1.00 X 0 0 0 BLAIR HULL BOARD MEMBER 1.00 X 0 0 0 DANIELLE KING PRESIDENT-EL 1.00 X X 0 0 0 WILLIAM KNEIP BOARD MEMBER 1.00 X 0 0 0 JILL KNOX BOARD MEMBER 1.00 X 0 0 0 WEBB LEWIS BOARD MEMBER 1.00 X 0 0 0 RHES LOW BOARD MEMBER 1.00 X 0 0 0 SUSAN MASSEY BOARD MEMBER 1.00 X 0 0 0 DOUG ODOM VP FOR CAMPA 1.00 X X 0 0 0 MATT PARHAM BOARD MEMBER 1.00 X 0 0 0 ANGELA PITTMAN BOARD MEMBER 1.00 X 0 0 0 EATHEN RAINEY BOARD MEMBER 1.00 X 0 0 0 DIANA RICHARDSON BOARD MEMBER 1.00 X 0 0 0 TRACIE RIDDLE BOARD MEMBER 1.00 X 0 0 0 PETER ROSS BOARD MEMBER 1.00 X 0 0 0 DEBRA SAGE BOARD MEMBER 1.00 X 0 0 0 TEASHA SANDERS BOARD MEMBER 1.00 X 0 0 0 JENNIFER SAXON BOARD MEMBER 1.00 X 0 0 0 SHA' SIMPSON PAST PRESIDE 1.00 X 0 0 0 RACHEL SLEDGE SECRETARY 1.00 X X 0 0 0 ALICE STEIMLE VP FOR COMMU 1.00 X X 0 0 0 JEFF SUTTON BOARD MEMBER 1.00 X 0 0 0 PAM SWAIN VP FOR COMMU 1.00 X X 0 0 0 JESS TURUC BOARD MEMBER 1.00 X 0 0 0 MIKE WEBB BOARD MEMBER 1.00 X 0 0 0 77330 false false false 250780 18012 250780 10106 10106 86640 86640 86640 347526 96746 167800 167800 77330 54131 7733 15466 9924 6947 992 1985 5593 3915 559 1119 7000 7000 29485 29485 743 520 74 149 15600 10920 1560 3120 4071 4071 CAMPAIGN EXPENSE 18516 18516 REPAIRS & MAINTENANCE 6978 4885 698 1395 DUES AND SUBSCRIPATIONS 4083 4083 OTHER COMMUNITY IMPACT 3200 3200 7283 4532 2081 670 357606 256850 28851 71905 174877 143601 94731 98807 65410 64304 1750 1825 21050 21050 117927 114158 454695 422695 1756 1718 196800 167800 26905 35227 34424 24346 259885 229091 X 152869 174340 41941 19264 194810 193604 454695 422695 X -10080 8874 X true X false false X 340335 333772 330226 350378 250780 1605491 340335 333772 330226 350378 250780 1605491 46028 1559463 1664 1408 2932 8320 10106 24430 343 126 52910 86640 140019 1769940 0.88110 0.93750 X PART II, LINE 10 GROSS SPECIAL EVENTS INCOME 140,019 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 83503 11060 533 94030 73821 10160 478 83503 65982 8232 423 73821 76799 -10361 456 65982 58819 18296 316 76799 1.00000 true false 8179 8179 12871 12871 CREATE ENDOWMENT 94030 OPERATING LEASE ASSETS 20128 114158 OPERATING LEASE LIABILITIES 20128 COMPENSATED ABSENCES 4218 24346 326915 8874 8874 318041 29485 29485 347526 328121 328121 29485 29485 357606 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUND ESTABLISHED BY THE BOARD IN 2005 TO TAKE ADVANTAGE OF MATCHING FUNDS OFFERED BY CREATE FOUNDATION. ENDOWMENT EARNINGS ARE ANTICIPATED TO HELP OFFSET ADMINISTRATIVE COSTS INCURRED IN SUPPORT OF THE ORGANIZATION'S CHARITABLE PURPOSES. SCHEDULE D, PAGE 4, PART XI, LINE 4B DIRECT COSTS OF SPECIAL EVENTS 29,485 SCHEDULE D, PAGE 4, PART XII, LINE 4B DIRECT COSTS OF SPECIAL EVENTS 29,485 FLASHBACK BASH 69730 69730 CAMPAIGN KICK-O 16910 16910 86640 86640 86640 true BOYS & GIRLS CLUB OF NORTH MS PO BOX 1098 TUPELO MS 38802 640880602 15000 LOCAL AGENCY ASST EXCHANGE CLUB FAMILY CENTER PO BOX 1841 OXFORD MS 38655 640877906 16000 LOCAL AGENCY ASST FAMILY CRISIS SERVICES PO BOX 1698 OXFORD MS 38655 640820421 32000 LOCAL AGENCY ASST INTERFAITH COMPASSION MINISTRY 904 N LAMAR BLVD OXFORD MS 38655 640910696 40900 LOCAL AGENCY ASST LAFAYETTE COUNTY LITERACY COUNCIL PO BOX 161 OXFORD MS 38655 640872385 10000 LOCAL AGENCY ASST LEAP FROG PROGRAM 113 S 9TH ST OXFORD MS 38655 640932147 28000 LOCAL AGENCY ASST THREE RIVERS PLANNING AND DEV DIST PO BOX 690 PONTOTOC MS 38863 640507939 9000 LOCAL AGENCY ASST 16 FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION'S MISSION IS TO IMPROVE LIVES IN LAFAYETTE COUNTY BY UNITING PEOPLE AND RESOURCES, WITH A FOCUS ON GOOD HEALTH, QUALITY EDUCATION, AND FINANCIAL STABILITY. THE ORGANIZATION ACHIEVES THIS MISSION BY RAISING MONEY THROUGH AN ANNUAL CAMPAIGN AND OTHER AVENUES, AND THEN PROVIDING PROGRAM GRANTS TO OTHER NON-PROFIT ORGANIZATIONS, CONVENING ISSUE-DRIVEN COALITIONS, AND SERVING AS A RESOURCE TO INDIVIDUALS AND ORGANIZATIONS. FORM 990, PAGE 2, PART III, LINE 4A USING FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN, THE ORGANIZATION WAS ABLE TO PROVIDE PROGRAM GRANTS TO MORE THAN TWENTY LOCAL NON-PROFIT ORGANIZATIONS INVOLVED IN PROMOTING GOOD HEALTH, QUALITY EDUCATION, AND FINANCIAL STABILITY IN LAFAYETTE COUNTY. THESE PROGRAM GRANTS SUPPORTED A WIDE RANGE OF EFFORTS, INCLUDING BUT NOT LIMITED TO SUPPORT FOR ADOLESCENT MOTHERS, SPECIAL OLYMPICS OPPORTUNITIES FOR DISABLED ATHLETES, COUNSELING FOR VICTIMS OF CRIME, AFTER- AND SUMMER-SCHOOL PROGRAMS FOR YOUNG CHILDREN, ENRICHMENT AND MENTORING ACTIVITIES FOR CHILDREN AND YOUTH, BASIC NEEDS ASSISTANCE IN THE FORM OF RENT AND UTILITIES PAYMENTS, MEALS ON WHEELS SERVICES FOR SENIORS, AND A TRANSITIONAL PROGRAM FOR FAMILIES MOVING OUT OF HOMELESSNESS. TENS OF THOUSANDS OF RESIDENTS OF LAFAYETTE COUNTY BENEFITED FROM THIS WORK. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE TREASURER AND FINANCE COMMITTEE BEFORE IT IS SUBMITTED TO THE BOARD FOR REVIEW AND APPROVAL AT REGULAR BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST ARE REQUIRED BY THE ORGANIZATION. THE MATTERS DISCLOSED ARE THEN TAKEN UNDER FURTHER CONSIDERATION. FORM 990, PAGE 6, PART VI, LINE 15A EMPLOYEE COMPENSATION IS APPROVED, REVIEWED AND MONITORED BY A COMMITTEE SELECTED BY THE ORGANIZATION'S INDEPENDENT BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B EMPLOYEE COMPENSATION IS APPROVED, REVIEWED AND MONITORED BY A COMMITTEE SELECTED BY THE ORGANIZATION'S INDEPENDENT BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF THE PUBLIC INFORMATION IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND IS AVAILABLE UPON REQUEST. ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9 DIRECT COSTS OF SPECIAL EVENTS -29,485 DIRECT COSTS OF SPECIAL EVENTS 29,485