Civic Intelligence

United Way of Oxford &

EIN 64-0676151 • 501(c)3 • Oxford, MS

Profile

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.

440 N Lamar 5Oxford, MS 38655

www.unitedwayoxfordms.org

Siviq Scores

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

Liabilities / Assets

89th percentile

0.54x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.66x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-2.9%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

97th percentile

$77,330

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-7.0%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

-7.9%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$422,695

Down $32,000 (-7.0%) from 2024

Liabilities

Down

$229,091

Down $30,794 (-12%) from 2024

Net Assets

Down

$193,604

Down $1,206 (-0.6%) from 2024

Revenue

Down

$347,526

Down $29,923 (-7.9%) from 2024

Expenses

Down

$357,606

Down $2,380 (-0.7%) from 2024

Net Income

Down

-$10,080

Down $27,543 (-158%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $618,160Liabilities 2010: $265,683Net Assets 2010: $352,4772010Assets 2011: $594,980Liabilities 2011: $250,856Net Assets 2011: $344,1242011Assets 2012: $591,225Liabilities 2012: $250,922Net Assets 2012: $340,3032012Assets 2013: $623,844Liabilities 2013: $369,175Net Assets 2013: $254,6692013Assets 2014: $591,603Liabilities 2014: $361,203Net Assets 2014: $230,4002014Assets 2015: $562,503Liabilities 2015: $350,252Net Assets 2015: $212,2512015Assets 2016: $626,897Liabilities 2016: $372,963Net Assets 2016: $253,9342016Assets 2017: $596,237Liabilities 2017: $339,763Net Assets 2017: $256,4742017Assets 2018: $412,176Liabilities 2018: $310,176Net Assets 2018: $102,0002018Assets 2019: $347,413Liabilities 2019: $221,181Net Assets 2019: $126,2322019Assets 2020: $387,977Liabilities 2020: $208,754Net Assets 2020: $179,2232020Assets 2021: $423,505Liabilities 2021: $226,181Net Assets 2021: $197,3242021Assets 2022: $427,466Liabilities 2022: $247,549Net Assets 2022: $179,9172022Assets 2023: $398,845Liabilities 2023: $229,790Net Assets 2023: $169,0552023Assets 2024: $454,695Liabilities 2024: $259,885Net Assets 2024: $194,8102024Assets 2025: $422,695Liabilities 2025: $229,091Net Assets 2025: $193,6042025

Highlighted filing

2025

Assets$422,695
Liabilities$229,091
Net Assets$193,604

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $479,416Expenses 2010: $500,712Net Income 2010: -$21,2962010Revenue 2011: $477,404Expenses 2011: $485,757Net Income 2011: -$8,3532011Expenses 2012: $504,3142012Expenses 2013: $596,8582013Revenue 2014: $544,892Expenses 2014: $575,270Net Income 2014: -$30,3782014Revenue 2015: $523,449Expenses 2015: $541,571Net Income 2015: -$18,1222015Revenue 2016: $595,827Expenses 2016: $553,569Net Income 2016: $42,2582016Revenue 2017: $571,821Expenses 2017: $574,076Net Income 2017: -$2,2552017Revenue 2018: $317,743Expenses 2018: $475,251Net Income 2018: -$157,5082018Revenue 2019: $384,846Expenses 2019: $360,807Net Income 2019: $24,0392019Revenue 2020: $407,435Expenses 2020: $353,080Net Income 2020: $54,3552020Revenue 2021: $342,342Expenses 2021: $341,601Net Income 2021: $7412021Revenue 2022: $348,684Expenses 2022: $354,239Net Income 2022: -$5,5552022Revenue 2023: $352,774Expenses 2023: $370,410Net Income 2023: -$17,6362023Revenue 2024: $377,449Expenses 2024: $359,986Net Income 2024: $17,4632024Revenue 2025: $347,526Expenses 2025: $357,606Net Income 2025: -$10,0802025

Highlighted filing

2025

Revenue$347,526
Expenses$357,606
Net Income-$10,080

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.23$2.29$1.94$3.48$3.58$0.10
2024Detailed filing. Detailed filing data is available for this year.$4.55$2.60$1.95$3.77$3.60$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.99$2.30$1.69$3.53$3.70$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.27$2.48$1.80$3.49$3.54$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.24$2.26$1.97$3.42$3.42$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.88$2.09$1.79$4.07$3.53$0.54
2019Detailed filing. Detailed filing data is available for this year.$3.47$2.21$1.26$3.85$3.61$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.12$3.10$1.02$3.18$4.75$1.58
2017Detailed filing. Detailed filing data is available for this year.$5.96$3.40$2.56$5.72$5.74$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.27$3.73$2.54$5.96$5.54$0.42
2015Detailed filing. Detailed filing data is available for this year.$5.63$3.50$2.12$5.23$5.42$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.92$3.61$2.30$5.45$5.75$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$3.69$2.55$5.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$2.51$3.40$5.04
2011Summary only. Only limited summary data is available for this year.$5.95$2.51$3.44$4.77$4.86$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$2.66$3.52$4.79$5.01$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 12, 2025
Return Version
2024v5.0
Gross Receipts
$347,526
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$174,877$143,601▼ $31,276
Savings and Temporary Cash Investments$94,731$98,807▲ $4,076
Pledges and Grants Receivable$65,410$64,304▼ $1,106
Prepaid Expenses and Deferred Charges$1,750$1,825▲ $75
Total Assets$454,695$422,695▼ $32,000
Other Assets Total$117,927$114,158▼ $3,769
Liabilities
Grants Payable$196,800$167,800▼ $29,000
Deferred Revenue$26,905$35,227▲ $8,322
Other Liabilities$34,424$24,346▼ $10,078
Accounts Payable and Accrued Expenses$1,756$1,718▼ $38
Total Liabilities$259,885$229,091▼ $30,794
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$152,869$174,340▲ $21,471
Net Assets With Donor Restrictions$41,941$19,264▼ $22,677
Total Net Assets Fund Balance$194,810$193,604▼ $1,206
Total Liabilities and Net Assets / Fund Balance$454,695$422,695▼ $32,000

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$12,871$12,871
Equipment-$8,179$8,179
Other Assets Org$20,128--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$83,503-▲ $11,060-$94,030
2023$73,821-▲ $10,160-$83,503
2022$65,982-▲ $8,232-$73,821
2021$76,799-▼ $10,361-$65,982
2020$58,819-▲ $18,296-$76,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kurt BrummettExecutive DiFT$77,330$77,330

Board Members and Trustees

NameTitle
Premalatha BalachandranPresident
Danielle KingPresident-el
Angela DucoteBoard Member
Angela PittmanBoard Member
Blair HullBoard Member
Chase BuchananBoard Member
Chris DicusBoard Member
Debra SageBoard Member
Diana RichardsonBoard Member
Eathen RaineyBoard Member
Gray EdmondsonBoard Member
James HarperBoard Member
Jeff SuttonBoard Member
Jennifer SaxonBoard Member
Jess TurucBoard Member
Jill KnoxBoard Member
Lauren HoseltonBoard Member
Marilyn BarnesBoard Member
Matt ParhamBoard Member
Mike WebbBoard Member
Peter RossBoard Member
Quentin BrewerBoard Member
Rhes LowBoard Member
Susan MasseyBoard Member
Teasha SandersBoard Member
Tracie RiddleBoard Member
Webb LewisBoard Member
William KneipBoard Member
SHA' SIMPSONPast Preside
Rachel SledgeSecretary
Janet DickensTreasurer/VP
Daniel BarfieldVP for Campa
Doug OdomVP for Campa
Alice SteimleVP for Commu
Pam SwainVP for Commu
Revenue and Support

Revenue Composition

Contributions and Grants
$250,780
Program Service Revenue
$0
Investment Income
$10,106
Other Revenue
$86,640
All Other Contributions
$250,780
Change in Net Assets
$-10,080

Audited Revenue Reconciliation

Revenue per Audited Statements
$318,041
Revenue Not Reported on Financial Statements
$29,485
Revenue Not Reported on Form 990
$8,874
Other Revenue Adjustments
$29,485
Total Revenue per Audited Statements
$326,915
Total Revenue per Form 990
$347,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$167,800
Other Expenses$96,959
Salaries, Compensation, and Employee Benefits$92,847
Total Fundraising Expense$71,905
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$167,800--$167,800
Current Officers, Directors, Trustees, and Key Employees$54,131$7,733$15,466$77,330
Fees for Services Other--$29,485$29,485
Occupancy$10,920$1,560$3,120$15,600
Other Employee Benefits$6,947$992$1,985$9,924
All Other Expenses$4,532$2,081$670$7,283
Fees for Services Accounting-$7,000-$7,000
Payroll Taxes$3,915$559$1,119$5,593
Insurance-$4,071-$4,071
Other Expenses$3,200$4,083$1,395$3,200
Office Expenses$520$74$149$743
Total Functional Expenses$256,850$28,851$71,905$357,606

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$357,606
Expenses per Audited Statements$328,121
Total Expenses per Audited Statements$328,121
Expenses Not Reported on Financial Statements$29,485
Other Expense Adjustments$29,485
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Interfaith Compassion MinistryOxford, MS-Local Agency Asst$40,900
Family Crisis ServicesOxford, MS-Local Agency Asst$32,000
Leap Frog ProgramOxford, MS-Local Agency Asst$28,000
Exchange Club Family CenterOxford, MS-Local Agency Asst$16,000
Boys & Girls Club of North MsTupelo, MS-Local Agency Asst$15,000
Lafayette County Literacy CouncilOxford, MS-Local Agency Asst$10,000
Three Rivers Planning and Dev DistPontotoc, MS-Local Agency Asst$9,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$86,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flashback Bash$69,730$69,730-$69,730
Campaign Kick-o$16,910$16,910-$16,910
Total Events$86,640$86,640-$86,640
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$20,128
Compensated Absences$4,218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, 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.

Filing and Contact Details

Filer

Filer Name
United Way of Oxford &
EIN
64-0676151
Phone
6622364265
Address
440 N LAMAR 5, OXFORD, MS 38655

Signing Officer

Name
Janet Dickens
Title
Treasurer/VP Finance
Phone
6622364265
Signed
2025-12-12

Organization Details

Principal Officer
Premalatha Balachandran
Formed
1970
Legal Domicile
Ms
Voting Board Members
35
Independent Board Members
35
Employees
1
Volunteers
100

Preparer

Firm
Nail Mckinney Professional Association
Address
PO BOX 196, TUPELO, MS 38802-0196
Preparer
James Pegues CPA
Phone
6628426475
Supplemental Narrative

Additional Explanations

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, Part XI, Line 9

Direct costs of special events -29,485 direct costs of special events 29,485

Financial Statement Notes

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

Raw XML AppendixShowing 400 of 716 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/MissionDesc0THE 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.
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