Civic Intelligence

Greater Monroe County United Way Inc

990EZ • Fiscal year 2015 • EIN 64-0792592

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

P O Box 612Amory, MS 38821

(662) 257-0557

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-72%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$47,111

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 45.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-31%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$171,180

Down $77,300 (-31%) from 2014

Net Assets

Down

$169,122

Down $75,698 (-31%) from 2014

Liabilities

Down

$2,058

Down $1,602 (-44%) from 2014

Revenue

Down

$104,493

Down $57,059 (-35%) from 2014

Expenses

Down

$180,191

Down $2,975 (-1.6%) from 2014

Net Income

Down

-$75,698

Down $54,084 (-250%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $318,753Liabilities 2010: $10,219Net Assets 2010: $308,5342010Assets 2011: $494,727Liabilities 2011: $5,420Net Assets 2011: $489,3072011Assets 2012: $344,866Liabilities 2012: $2,009Net Assets 2012: $342,8572012Assets 2013: $271,300Liabilities 2013: $4,866Net Assets 2013: $266,4342013Assets 2014: $248,480Liabilities 2014: $3,660Net Assets 2014: $244,8202014Assets 2015: $171,180Liabilities 2015: $2,058Net Assets 2015: $169,1222015Assets 2016: $180,308Liabilities 2016: $3,605Net Assets 2016: $176,7032016Assets 2017: $299,591Liabilities 2017: $3,512Net Assets 2017: $296,0792017Assets 2018: $262,899Liabilities 2018: $2,443Net Assets 2018: $260,4562018Assets 2019: $249,993Liabilities 2019: $2,617Net Assets 2019: $247,3762019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$171,180
Liabilities$2,058
Net Assets$169,122

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $836,324Expenses 2010: $818,335Net Income 2010: $17,9892010Expenses 2011: $891,1992011Expenses 2012: $442,6142012Revenue 2013: $121,710Expenses 2013: $198,133Net Income 2013: -$76,4232013Revenue 2014: $161,552Expenses 2014: $183,166Net Income 2014: -$21,6142014Revenue 2015: $104,493Expenses 2015: $180,191Net Income 2015: -$75,6982015Revenue 2016: $140,400Expenses 2016: $132,819Net Income 2016: $7,5812016Revenue 2017: $245,603Expenses 2017: $126,227Net Income 2017: $119,3762017Revenue 2018: $99,083Expenses 2018: $134,706Net Income 2018: -$35,6232018Revenue 2019: $95,282Expenses 2019: $108,222Net Income 2019: -$12,9402019Revenue 2020: $39,124Expenses 2020: $286,442Net Income 2020: -$247,3182020

Highlighted filing

2015

Revenue$104,493
Expenses$180,191
Net Income-$75,698
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$104,493
Mission and Program Overview

Mission

Raise funds for variety of health and social organizations and distribute these funds accordingly.

Program Services

DescriptionGrantsExpenses
COLLECT AND DISTRIBUTE PUBLIC CONTRIBUTIONS TO OTHER NON PROFIT AGENCIES ACCORDING TO DONOR RESTRICTIONS AND/OR UNITED WAY APPROVAL.$69,000$138,619
BOWER NURSING MENTORSHIP PROGRAM-$19,237
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTI PARKERExec. DirectorFT$45,911$1,200$47,111
DEE ALLISONDirector-$0--
JENNIFER CUMMINGSDirector-$0--
PAM TISDALEDirector-$0--
RUTH GRIFFITHDirector-$0--
TOMMY GRIFFITHDirector/At-$0--
MARK JOHNSONPresident-$0--
MARILYN SUMERFORDVice Preside-$0--
JON ALEXANDERSec/Treasure-$0--
JILL JOHNSONDirector-$0--
BILL ZOZELDirector-$0--
JIMMY AUTREYDirector-$0--
DOUG KNITTIGDirector-$0--
RON MOONEYHAMDirector-$0--
VICKI WALTERSDirector-$0--
NAN CORBELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greater Monroe County United
EIN
64-0792592
Phone
6622570557
Address
P O BOX 612, AMORY, MS 38821

Signing Officer

Name
Patti Parker
Title
Exec. Director
Phone
6623694983
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Nail Mckinney Professional Association
Address
PO BOX 64 204 SOUTH MAIN STREET, S AMORY, MS 38821-4218
Preparer
Rodney V Summerford CPA
Phone
6622565603
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

United way of greater monroe county

Form 990-ez, Part I, Line 10

United way of america membership dues 1,406 701 n fairfax alexandria va 22314

Form 990-ez, Part I, Line 10

American red cross agency allocation 4127 westside drive tupelo, ms 38801 7,000 0 0 amory food pantry agency allocation 123 main st south amory, ms 38821 14,000 0 0 amory meals on wheels agency allocation 1214 williamsburg dr amory, ms 38821 12,000 0 0 faith food pantry agency allocation p o box 314 nettleton, ms 38858 7,000 0 0 regional rehab center agency allocation 615 pegram drive tupelo, ms 38801 8,000 0 0 loaves and firshes food pantry agency allocation p o box 545 aberdeen, ms 39730 6,000 0 0

Form 990-ez, Part I, Line 16

Expenses office supplies 1,310 post office box 58 postage meter 360 copies 245 employee travel 360 fund distribution meeting 72 conference, meeting expense 215 community meeting 94 d & o liability insurance 1,294 membership dues 400 registration dues 50 special events-reimbursed 1,206 designated donation 1,721 designated donations (ful 1,429 venture grant 1,000 efsp utilities 2,514 nm contractual cost 2,150 nm program cost 11,087 uw cna expense 1,414 disaster related 2011 4,908 other expense 307 efsp 31 non-investment depreciation 140 total 32,365

Form 990-ez, Part II, Line 24

Pledges receivable 136,257 105,501 less allowance 12,608 10,972 net 123,649 94,529 office equipment 8,288 8,288 accumulated depreciation 0 0 less accumulated depreciation 7,531 7,671 interest receivable 8 0 total 124,414 95,146

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 194 0 accrued payroll 2,028 2,058 payroll tax liabilities 1,438 0

Form 990-ez, Part III

Raise funds for variety of health and social organizations and distribute these funds accordingly.

Form 990-ez, Part III, Line 31

Collect and distribute public contributions to other non profit agencies according to donor restrictions and/or united way approval.

Raw XML Appendix214 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COLLECT AND DISTRIBUTE PUBLIC CONTRIBUTIONS TO OTHER NON PROFIT AGENCIES ACCORDING TO DONOR RESTRICTIONS AND/OR UNITED WAY APPROVAL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNITED WAY OF GREATER MONROE COUNTY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNITED WAY OF AMERICA MEMBERSHIP DUES 1,406 701 N FAIRFAX ALEXANDRIA VA 22314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AMERICAN RED CROSS AGENCY ALLOCATION 4127 WESTSIDE DRIVE TUPELO, MS 38801 7,000 0 0 AMORY FOOD PANTRY AGENCY ALLOCATION 123 MAIN ST SOUTH AMORY, MS 38821 14,000 0 0 AMORY MEALS ON WHEELS AGENCY ALLOCATION 1214 WILLIAMSBURG DR AMORY, MS 38821 12,000 0 0 FAITH FOOD PANTRY AGENCY ALLOCATION P O BOX 314 NETTLETON, MS 38858 7,000 0 0 REGIONAL REHAB CENTER AGENCY ALLOCATION 615 PEGRAM DRIVE TUPELO, MS 38801 8,000 0 0 LOAVES AND FIRSHES FOOD PANTRY AGENCY ALLOCATION P O BOX 545 ABERDEEN, MS 39730 6,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES OFFICE SUPPLIES 1,310 POST OFFICE BOX 58 POSTAGE METER 360 COPIES 245 EMPLOYEE TRAVEL 360 FUND DISTRIBUTION MEETING 72 CONFERENCE, MEETING EXPENSE 215 COMMUNITY MEETING 94 D & O LIABILITY INSURANCE 1,294 MEMBERSHIP DUES 400 REGISTRATION DUES 50 SPECIAL EVENTS-REIMBURSED 1,206 DESIGNATED DONATION 1,721 DESIGNATED DONATIONS (FUL 1,429 VENTURE GRANT 1,000 EFSP UTILITIES 2,514 NM CONTRACTUAL COST 2,150 NM PROGRAM COST 11,087 UW CNA EXPENSE 1,414 DISASTER RELATED 2011 4,908 OTHER EXPENSE 307 EFSP 31 NON-INVESTMENT DEPRECIATION 140 TOTAL 32,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLEDGES RECEIVABLE 136,257 105,501 LESS ALLOWANCE 12,608 10,972 NET 123,649 94,529 OFFICE EQUIPMENT 8,288 8,288 ACCUMULATED DEPRECIATION 0 0 LESS ACCUMULATED DEPRECIATION 7,531 7,671 INTEREST RECEIVABLE 8 0 TOTAL 124,414 95,146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 194 0 ACCRUED PAYROLL 2,028 2,058 PAYROLL TAX LIABILITIES 1,438 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RAISE FUNDS FOR VARIETY OF HEALTH AND SOCIAL ORGANIZATIONS AND DISTRIBUTE THESE FUNDS ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COLLECT AND DISTRIBUTE PUBLIC CONTRIBUTIONS TO OTHER NON PROFIT AGENCIES ACCORDING TO DONOR RESTRICTIONS AND/OR UNITED WAY APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER MONROE COUNTY UNITED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WAY INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0640792592
ReturnHeader/Filer/PhoneNum06622570557
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640760834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAIL MCKINNEY PROFESSIONAL ASSOCIATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 64 204 SOUTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0S AMORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
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ReturnHeader/PreparerPersonGrp/PhoneNum06622565603
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY V SUMMERFORD CPA
ReturnHeader/ReturnTs02016-11-15T15:41:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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