Civic Intelligence

United Fund of South Milam County

EIN 23-7082834 • 501(c)3 • Rockdale, TX

Profile

Monies are solicited from individuals, businesses and corporations to distribute to human services non-profit organizations to help underprivileged and needy individuals. They must complete a questionnaire regarding funding and distribution requirements

P O Box 189Rockdale, TX 76567

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-116%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-63%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-41%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$21,946

Down $37,043 (-63%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$21,946

Down $37,043 (-63%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Down

$31,948

Down $22,191 (-41%) from 2023

Expenses

Down

$68,991

Down $11,779 (-15%) from 2023

Net Income

Down

-$37,043

Down $10,412 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2013: $34,467Liabilities 2013: $0Net Assets 2013: $34,4672013Assets 2014: $54,477Liabilities 2014: $0Net Assets 2014: $54,4772014Assets 2015: $40,798Liabilities 2015: $0Net Assets 2015: $40,7982015Assets 2016: $49,170Liabilities 2016: $0Net Assets 2016: $49,1702016Assets 2017: $26,413Liabilities 2017: $0Net Assets 2017: $26,4132017Assets 2018: $29,045Liabilities 2018: $0Net Assets 2018: $29,0452018Assets 2019: $39,084Liabilities 2019: $0Net Assets 2019: $39,0842019Assets 2020: $57,574Liabilities 2020: $0Net Assets 2020: $57,5742020Assets 2021: $79,591Liabilities 2021: $0Net Assets 2021: $79,5912021Assets 2022: $85,620Liabilities 2022: $0Net Assets 2022: $85,6202022Assets 2023: $58,989Liabilities 2023: $0Net Assets 2023: $58,9892023Assets 2024: $21,946Liabilities 2024: $0Net Assets 2024: $21,9462024

Highlighted filing

2024

Assets$21,946
Liabilities$0
Net Assets$21,946
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $69,805Expenses 2013: $47,432Net Income 2013: $22,3732013Revenue 2014: $77,940Expenses 2014: $57,930Net Income 2014: $20,0102014Revenue 2015: $60,551Expenses 2015: $74,230Net Income 2015: -$13,6792015Revenue 2016: $66,101Expenses 2016: $57,727Net Income 2016: $8,3742016Revenue 2017: $55,790Expenses 2017: $78,547Net Income 2017: -$22,7572017Revenue 2018: $57,287Expenses 2018: $54,655Net Income 2018: $2,6322018Revenue 2019: $64,731Expenses 2019: $54,692Net Income 2019: $10,0392019Revenue 2020: $81,682Expenses 2020: $63,192Net Income 2020: $18,4902020Revenue 2021: $84,878Expenses 2021: $62,861Net Income 2021: $22,0172021Revenue 2022: $74,985Expenses 2022: $68,956Net Income 2022: $6,0292022Revenue 2023: $54,139Expenses 2023: $80,770Net Income 2023: -$26,6312023Revenue 2024: $31,948Expenses 2024: $68,991Net Income 2024: -$37,0432024

Highlighted filing

2024

Revenue$31,948
Expenses$68,991
Net Income-$37,043
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,946
Liabilities
$0
Net assets
$21,946
Revenue
$31,948
Expenses
$68,991
Net income
-$37,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$31.9$69.0$37.0
2023Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$54.1$80.8$26.6
2022Detailed filing. Detailed filing data is available for this year.$85.6$0.00$85.6$75.0$69.0$6.03
2021Detailed filing. Detailed filing data is available for this year.$79.6$0.00$79.6$84.9$62.9$22.0
2020Detailed filing. Detailed filing data is available for this year.$57.6$0.00$57.6$81.7$63.2$18.5
2019Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$64.7$54.7$10.0
2018Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$57.3$54.7$2.63
2017Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$55.8$78.5$22.8
2016Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$66.1$57.7$8.37
2015Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$60.6$74.2$13.7
2014Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$77.9$57.9$20.0
2013Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$69.8$47.4$22.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.1
Gross Receipts
$31,948
Mission and Program Overview

Mission

Monies are solicited from individuals, businesses and corporations to distribute to human services non-profit organizations to help underprivileged and needy individuals. They must complete a questionnaire regarding funding and distribution requirements

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$58,991$21,948▼ $37,043
Total Assets$58,989$21,946▼ $37,043
Other Assets Total$-2$-2→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58,989$21,946▼ $37,043
Total Net Assets Fund Balance$58,989$21,946▼ $37,043
Total Liabilities and Net Assets / Fund Balance$58,989$21,946▼ $37,043
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Mary Lou LoehrFundraiser Chair
Charles KeagyPresident
Malda BurnsDirector
Paul DixonDirector
Barbara McWhiterSec
Elissa BenfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,948
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$17,464
Change in Net Assets
$-37,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,437
Other Expenses$554
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,437--$68,437
Office Expenses-$554-$554
Total Functional Expenses$68,437$554$0$68,991
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Documents are reviewed at the Board Meeting and the review process is reflected in the written meeting minutes”

Governing documents etc available to public Part VI line 19

“Documents made available upon request at the April Annual Open to the public meeting”

Filing and Contact Details

Filer

Filer Name
United Fund of South Milam County
EIN
23-7082834
In Care Of
% Elissa Benford
Phone
5124663570
Address
P O Box 189, Rockdale, TX 76567
Doing Business As
DBA United Way of South Milam

Signing Officer

Name
Elissa Benford
Title
Officer
Phone
5124462003
Signed
2025-04-02
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Bruce Sieffert PC CPA
Address
5401 South FM 1626 Ste 170-402, Kyle, TX 78640
Preparer
Bruce Sieffert
Phone
5124432121
Supplemental Narrative

Additional Explanations

Other or change in accounting method Part XII line 1

“Documents made available upon request at the April Annual Open to the Public Meeting”

Raw XML Appendix307 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031948
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058989
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021946
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISSA BENFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05124462003
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Fund of South Milam County
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0237082834
ReturnHeader/Filer/InCareOfNm0% Elissa Benford
ReturnHeader/Filer/PhoneNum05124663570
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 189
ReturnHeader/Filer/USAddress/CityNm0Rockdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076567
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205952887
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce Sieffert PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05401 South FM 1626 Ste 170-402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kyle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078640
ReturnHeader/PreparerPersonGrp/PhoneNum05124432121
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE SIEFFERT
ReturnHeader/ReturnTs02025-04-02T18:46:14-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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