Nonprofit · EIN 64-0410475
UNITED WAY OF SOUTHEAST MISSISSIPPI INC
Tax-exempt · HATTIESBURG, MS 39402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $1,132,358 | $1,075,309 | $57,049 | $2,624,296 | $158,458 | $2,465,838 |
| March 31, 2025 | 990 | $1,397,741 | $1,178,398 | $219,343 | $2,456,358 | $83,368 | $2,372,990 |
| March 31, 2024 | 990 | $1,356,315 | $1,037,095 | $319,220 | $2,365,777 | $52,008 | $2,313,769 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $649,049
- Program service revenue
- $223,290
- Investment income
- $55,043
- Net gain from sales of assets
- $24,207
- Other revenue
- $204,976
Expenses
- Grants and similar amounts paid
- $371,300
- Other salaries and wages
- $241,736
- Salaries, compensation and benefits (total)
- $310,278
- Professional fundraising fees
- $0
- Accounting fees
- $12,500
- Occupancy
- $34,040
- Depreciation
- $3,706
- Program services (functional)
- $670,696
- Management and general (functional)
- $157,055
- Fundraising (functional)
- $247,558
Balance sheet and other
- Total assets, start of year
- $2,456,358
- Total assets, end of year
- $2,624,296
- Total liabilities, end of year
- $158,458
- Net assets, end of year
- $2,465,838
- Land, buildings and equipment
- $25,200
- Publicly traded securities
- $805,653
- Net assets without donor restrictions
- $2,294,770
- Net assets with donor restrictions
- $171,068
- Gross receipts
- $1,278,946
- Employees
- 4
- Volunteers
- 400
- Year formed
- 1940
- State of legal domicile
- MS
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE ANTHONY | VICE-RESOURC Trustee or director, Officer | – | $0 |
| CHASE BARNES | MEMBER Trustee or director | – | $0 |
| JACLYN BAYLIS | PAST BOARD C Trustee or director, Officer | – | $0 |
| CELESTE BROWN | VICE-RESOURC Trustee or director, Officer | – | $0 |
| JANA CAUSEY | MEMBER Trustee or director | – | $0 |
| PHYLLIS CHAMBERS-BERRY | MEMBER Trustee or director | – | $0 |
| JERRY DEFATTA | BOARD CHAIR Trustee or director, Officer | – | $0 |
| SHAMEIKA DONALDSON | MEMBER Trustee or director | – | $0 |
| TORI GEIGER | MEMBER Trustee or director | – | $0 |
| JEFFREY GEORGE | MEMBER Trustee or director | – | $0 |
| CHER HARVEY | MEMBER Trustee or director | – | $0 |
| RYAN HINTON | MEMBER Trustee or director | – | $0 |
| ZACH HOWELL | MEMBER Trustee or director | – | $0 |
| ANNIE JACKSON | MEMBER Trustee or director | – | $0 |
| FRANK JAMES | MEMBER Trustee or director | – | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN CLAIRE KELLY | MEMBER Trustee or director | – | $0 |
| TYLER LOFTON | COMMUNITY IM Trustee or director, Officer | – | $0 |
| CHRIS MILES | MEMBER Trustee or director | – | $0 |
| KEVIN MORRIS | AUDIT COMMIT Trustee or director, Officer | – | $0 |
| KYLE NAPIER | MEMBER Trustee or director | – | $0 |
| NED NELSON | MEMBER Trustee or director | – | $0 |
| TERESA POOLE | MEMBER Trustee or director | – | $0 |
| ALEXIS RUTLAND | MEMBER Trustee or director | – | $0 |
| ADAM SCHRAEDER | MEMBER Trustee or director | – | $0 |
| TRISTIAN WASHINGTON | MEMBER Trustee or director | – | $0 |
| KAREN GRIFFIS | SECRETARY/ T Officer | – | $0 |
990 for the year ended March 31, 2025: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE ANTHONY | VICE-RESOURC Trustee or director, Officer | – | $0 |
| CHASE BARNES | MEMBER Trustee or director | – | $0 |
| JACLYN BAYLIS | PAST BOARD C Trustee or director, Officer | – | $0 |
| CELESTE BROWN | VICE-RESOURC Trustee or director, Officer | – | $0 |
| JANA CAUSEY | MEMBER Trustee or director | – | $0 |
| PHYLLIS CHAMBERS-BERRY | MEMBER Trustee or director | – | $0 |
| JERRY DEFATTA | BOARD CHAIR Trustee or director, Officer | – | $0 |
| SHAMEIKA DONALDSON | MEMBER Trustee or director | – | $0 |
| TORI GEIGER | MEMBER Trustee or director | – | $0 |
| JEFFREY GEORGE | MEMBER Trustee or director | – | $0 |
| CHER HARVEY | MEMBER Trustee or director | – | $0 |
| RYAN HINTON | MEMBER Trustee or director | – | $0 |
| ZACH HOWELL | MEMBER Trustee or director | – | $0 |
| ANNIE JACKSON | MEMBER Trustee or director | – | $0 |
| FRANK JAMES | MEMBER Trustee or director | – | $0 |
| ANN CLAIRE KELLY | MEMBER Trustee or director | – | $0 |
| TYLER LOFTON | COMMUNITY IM Trustee or director, Officer | – | $0 |
| CHRIS MILES | MEMBER Trustee or director | – | $0 |
| KEVIN MORRIS | AUDIT COMMIT Trustee or director, Officer | – | $0 |
| KYLE NAPIER | MEMBER Trustee or director | – | $0 |
| NED NELSON | MEMBER Trustee or director | – | $0 |
| TERESA POOLE | MEMBER Trustee or director | – | $0 |
| ALEXIS RUTLAND | MEMBER Trustee or director | – | $0 |
| ADAM SCHRAEDER | MEMBER Trustee or director | – | $0 |
| TRISTIAN WASHINGTON | MEMBER Trustee or director | – | $0 |
| KAREN GRIFFIS | SECRETARY/ T Officer | – | $0 |
990 for the year ended March 31, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN ANDERSON | MEMBER Trustee or director | – | $0 |
| KATIE ANTHONY | COMMUNITY IM Trustee or director, Officer | – | $0 |
| JACLYN BAYLIS | CHAIR Trustee or director, Officer | – | $0 |
| CELESTE BROWN | VICE-RESOURC Trustee or director, Officer | – | $0 |
| JANA CAUSEY | MEMBER Trustee or director | – | $0 |
| PHYLLIS CHAMBERS-BERRY | MEMBER Trustee or director | – | $0 |
| KEN CRUMPTON | MEMBER Trustee or director | – | $0 |
| JERRY DEFATTA | RESOURCE DEV Trustee or director, Officer | – | $0 |
| SHAMEIKA DONALDSON | MEMBER Trustee or director | – | $0 |
| BILL DYER | MEMBER Trustee or director | – | $0 |
| JEFFREY GEORGE | MEMBER Trustee or director | – | $0 |
| SHANE GERMANY | MEMBER Trustee or director | – | $0 |
| CHER HARVEY | MEMBER Trustee or director | – | $0 |
| RYAN HINTON | MEMBER Trustee or director | – | $0 |
| TAWNYA HOLLIMAN | MEMBER Trustee or director | – | $0 |
| ANNIE JACKSON | MEMBER Trustee or director | – | $0 |
| FRANK JAMES | MEMBER Trustee or director | – | $0 |
| TYLER LOFTON | MEMBER Trustee or director | – | $0 |
| CHRIS MILES | MEMBER Trustee or director | – | $0 |
| KEVIN MORRIS | MEMBER Trustee or director | – | $0 |
| TERESA POOLE | MEMBER Trustee or director | – | $0 |
| COREY PROCTOR | MEMBER Trustee or director | – | $0 |
| ALEXIS RUTLAND | MEMBER Trustee or director | – | $0 |
| ADAM SCHRAEDER | MEMBER Trustee or director | – | $0 |
| CHASE BLANKENSHIP | PAST CHAIR Officer | – | $0 |
| KAREN GRIFFIS | SECRETARY/ T Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 16 OFFICE PARK DR STE 6, HATTIESBURG, MS 39402-6021
- Principal officer (990 for 2025)
- AMY LYON, 16 OFFICE PARK DR STE 6, HATTIESBURG, MS 39402
- Signed the 990
- AMY LYON, CEO
- Phone
- (601) 545-7141
- Website
- WWW.UNITEDWAYSEMS.ORG
- Return prepared by
- HOLT & ASSOCIATES PLLC
Mission
UNITED WAY OF SOUTHEAST MISSISSIPPI IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND OF SOUTHEAST MISSISSIPPI TO ADVANCE THE COMMON GOOD. UNITED WAY OF SOUTHEAST MISSISSIPPI IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS FROM ITS FOUR COUNTY SERVICE AREA. OUR FOCUS IS ON IMPROVING THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF FAMILIES IN OUR COMMUNITIES. THIS IS ACCOMPLISHED THROUGH PARTNERSHIPS WITH LOCAL COMPANIES, GOVERNMENTS, NONPROFITS AND OTHER ORGANIZATIONS.
Program accomplishments
- UNITED WAY OF SOUTHEAST MISSISSIPPI IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND OF SOUTHEAST MISSISSIPPI TO ADVANCE THE COMMON GOOD. UNITED WAY OF SOUTHEAST MISSISSIPPI IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS FROM ITS FOUR COUNTY SERVICE AREA. OUR FOCUS IS ON IMPROVING THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF FAMILIES IN OUR COMMUNITIES. THIS IS ACCOMPLISHED THROUGH PARTNERSHIPS WITH LOCAL COMPANIES, GOVERNMENTS, NONPROFITS AND OTHER ORGANIZATIONS.Expenses $647,405 · grants $371,300
- UNITED WAY OF SOUTHEAST MISSISSIPPI IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND OF SOUTHEAST MISSISSIPPI TO ADVANCE THE COMMON GOOD. UNITED WAY OF SOUTHEAST MISSISSIPPI IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS FROM ITS FOUR COUNTY SERVICE AREA. OUR FOCUS IS ON IMPROVING THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF FAMILIES IN OUR COMMUNITIES. THIS IS ACCOMPLISHED THROUGH PARTNERSHIPS WITH LOCAL COMPANIES, GOVERNMENTS, NONPROFITS AND OTHER ORGANIZATIONS.Expenses $23,291
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 64-0410475
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $2,624,296
- Income (IRS master file)
- $1,278,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $1,132,358 | $1,075,309 | $2,624,296 | XML |
| 990 | March 2025 | $1,397,741 | $1,178,398 | $2,456,358 | XML |
| 990 | March 2024 | $1,356,315 | $1,037,095 | $2,365,777 | XML |
| 990 | March 2023 | $977,616 | $1,188,399 | $1,992,621 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 64-0410475).
Questions about UNITED WAY OF SOUTHEAST MISSISSIPPI INC
- What is the EIN of UNITED WAY OF SOUTHEAST MISSISSIPPI INC?
- The employer identification number (EIN) of UNITED WAY OF SOUTHEAST MISSISSIPPI INC is 64-0410475.
- Is UNITED WAY OF SOUTHEAST MISSISSIPPI INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to UNITED WAY OF SOUTHEAST MISSISSIPPI INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHEAST MISSISSIPPI INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SOUTHEAST MISSISSIPPI INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SOUTHEAST MISSISSIPPI INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of UNITED WAY OF SOUTHEAST MISSISSIPPI INC?
- The 990 for the year ended March 31, 2026 names AMY LYON.
- Who are the officers and directors of UNITED WAY OF SOUTHEAST MISSISSIPPI INC?
- The 990 for the year ended March 31, 2026 lists 26 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF SOUTHEAST MISSISSIPPI INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $1,132,358, expenses of $1,075,309 and total assets of $2,624,296 at year end.
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