United Way of Oxford-Lafayette County INC EIN 64-0676151

United Way of Oxford-Lafayette County INC

EIN  64-0676151 Public foundation / grantmaker Oxford, MS
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Uniting people and resources to improve lives through health, education, and financial stability.
Leadership
Kurt Brummett · Executive Di · $77K
Money in and out
$348K revenue, $358K expenses
Bottom line
72% program efficiency

Uniting people and resources to improve lives through health, education, and financial stability. For fiscal year 2025 it reported $348K in revenue, $358K in expenses, and $194K in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$348K
Pt VIII · Ln 12
Total expenses
$358K
Pt IX · Ln 25
Net assets
$194K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$10K
Where spending went · Part IX cols B–D
Program services $0.72 Management & general $0.08 Fundraising $0.20
Program efficiency
72%
of spending reaches programs▼ -6% vs prior filing year
Operating runway
8.6mo
months of highly liquid reserves at operating expense rate▼ -8% vs prior filing year
Surplus margin
-3%
revenue over expenses, this year▼ -163% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$348K
FY2025▼ -8%
Expenses
$358K
FY2025▼ -1%
Total assets
$423K
FY2025▼ -7%
Total liabilities
$229K
FY2025▼ -12%
Total revenue
$348K
Pt VIII · Ln 12
Total expenses
$358K
Pt IX · Ln 25
Net assets
$194K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$10K
Total assetsPt X · Ln 16$423K
Program-expense ratioPt IX · col B72%
Voting members of governing bodyPt I · Ln 335
Independent voting membersPt I · Ln 435
Mission & Programs · Part III

Where the work happens

2 program services account for $257K of program spending, described in the organization's own filed words · FY2024.
01

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.

$254Kprogram expense
02

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.

$2Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUnited Way of Oxford-Lafayette County INC
EINHdr · item D64-0676151
Principal addressHdr · item COxford, MS
WebsiteHdr · item Jwww.unitedwayoxfordms.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMS
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T30)
Ruling yearIRS BMFAug 1986

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a35
Independent voting membersPt VI · Ln 1b35
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Di
$77,330Pt VII · Sec A
$0Pt VII · Sec A
VP for Campa
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer/VP
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Kurt Brummett’s $77K as Executive Di is at the 72nd percentile of top reported officer pay among 1263 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2023FY2022FY2021FY2020
Kurt Brummett$77,330$68,950$66,300$65,000$62,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$251K · 72%
Other revenue$87K · 25%
Investment income$10K · 3%
Contributions & grants72%$251K
Other revenue25%$87K
Investment income3%$10K
Total revenueLn 12$348K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.72 Management & general $0.08 Fundraising $0.20
Program services72%$257K
Management & general8%$29K
Fundraising20%$72K
Total functional expensesLn 25$358K

Balance Sheet

Part X · end of year
CashLn 1$242K
Total assetsLn 16$423K
Total liabilitiesLn 26$229K
Total net assetsLn 32$194K
Months of cash on handcomputed8.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $242K · Operating expenses (Pt IX) $358K · Less non-cash grants $18K · Cash operating expenses/yr $340K
8.6 months
Where the money goes
Program services
Program services $257K · Total expenses $358K
72%
Management & General
Management & general $29K · Total expenses $358K
8%
Fundraising
Fundraising $72K · Total expenses $358K
20%
Cost to raise $1
Fundraising expense (3-yr avg) $60K · Solicited contributions (3-yr avg) $289K
$0.21 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $251K · Total revenue $348K
72%
Government reliance
Government grants — · Total revenue $348K
Earned-income share
Program service revenue $0 · Total revenue $348K
0%
Investment reliance
Investment income $10K · Total revenue $348K
+3%
Program self-sufficiency
Program service revenue $0 · Total expenses $358K
0%
Growth & trend
Revenue growth (YoY)
This year $348K · Prior year $377K
-8%
Revenue CAGR
FY2019 $407K · FY2024 $348K
-3%
Net-asset trend (YoY)
End of year $194K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $348K · Expenses $358K
-3%
Liabilities-to-Assets
Total liabilities — · Total assets $423K
Net-asset ratio
Net assets $194K · Total assets $423K
46%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $423K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Kurt Brummett · Reported title EXECUTIVE DI · Highest reported compensation $77K · Total expenses $358K
22%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $93K · Total expenses $358K
26%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 72%
Overhead ratio 8%
Fundraising cost ratio 29%
Revenue growth -8%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$11K
Grants paid · 47 grants · $1.1M · 2019–2024
See all 47 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$348K revenue · viewing · ⤓ 990 PDF
FY2024$377K revenue · ⤓ 990 PDF
FY2023$353K revenue · ⤓ 990 PDF
FY2022$349K revenue · ⤓ 990 PDF
FY2021$342K revenue · ⤓ 990 PDF
FY2020$407K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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