Nonprofit · EIN 23-7082834
UNITED FUND OF SOUTH MILAM COUNTY
Tax-exempt · ROCKDALE, TX 76567
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $31,948 | $68,991 | -$37,043 | $21,946 | $0 | $21,946 |
| December 31, 2023 | 990 | $54,139 | $80,770 | -$26,631 | $58,989 | $0 | $58,989 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $31,948
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $68,437
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $68,437
- Management and general (functional)
- $554
Balance sheet and other
- Total assets, start of year
- $58,989
- Total assets, end of year
- $21,946
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,946
- Net assets without donor restrictions
- $21,946
- Gross receipts
- $31,948
- Employees
- 0
- Year formed
- 2000
- State of legal domicile
- TX
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Keagy | President Trustee or director, Officer | 1 | $0 |
| Mary Lou Loehr | Fundraiser Chair Trustee or director | 1 | $0 |
| Barbara McWhiter | Sec Trustee or director | 1 | $0 |
| Elissa Benford | Treasurer Trustee or director, Officer | 1 | $0 |
| Paul Dixon | Director Trustee or director | 1 | $0 |
| Malda Burns | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Dixon | Director Trustee or director | 1 | $0 |
| Jason Hale | Director Trustee or director | 1 | $0 |
| Malda Burns | Director Trustee or director | 1 | $0 |
| Mary Lou Loehr | Fundraiser Chair Trustee or director | 1 | $0 |
| Charles Keagy | President Trustee or director, Officer | 1 | $0 |
| Elissa Benford | Treasurer Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 763, ROCKDALE, TX 76567-0763
- In care of
- % ELISSA BENFORD
- Mailing address (990-N for 2025)
- P O Box 763, Rockdale TX 76567
- Principal officer (990-N for 2025)
- Elissa Benford, P O Box 763, Rockdale TX 76567
- Signed the 990
- ELISSA BENFORD, Officer
- Phone
- (512) 466-3570
- Return prepared by
- Bruce Sieffert PC CPA
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
Program accomplishments
- MONIES ARE SOLICITED FROM INDIVIDUALS, BUSINESSES AND CORPORATIONS TO DISTRIBUTE TO HUMAN SERVICES NON-PROFIT ORGANIZATIONS TO HELP UNDERPRIVILEGED AND NEEDY INDIVIDUALS. THES HUMAN SERVICES ORGANIZATIONS COMPLETE A COMPREHENSIVE QUESTIONNAIRE REGARDING THEIR FUNDING REQUIREMENTS AND DISTRIBUTIONS.Expenses $68,437 · grants $31,948
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7082834
- 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
- 1970
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Elissa Benford | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2024 | $31,948 | $68,991 | $21,946 | XML |
| 990 | December 2023 | $54,139 | $80,770 | $58,989 | XML |
| 990 | December 2022 | $74,985 | $68,956 | $85,620 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 23-7082834).
Questions about UNITED FUND OF SOUTH MILAM COUNTY
- What is the EIN of UNITED FUND OF SOUTH MILAM COUNTY?
- The employer identification number (EIN) of UNITED FUND OF SOUTH MILAM COUNTY is 23-7082834.
- Is UNITED FUND OF SOUTH MILAM COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to UNITED FUND OF SOUTH MILAM COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED FUND OF SOUTH MILAM COUNTY file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of UNITED FUND OF SOUTH MILAM COUNTY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED FUND OF SOUTH MILAM COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of UNITED FUND OF SOUTH MILAM COUNTY?
- The 990-N for 2025 names Elissa Benford.
- Who are the officers and directors of UNITED FUND OF SOUTH MILAM COUNTY?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNITED FUND OF SOUTH MILAM COUNTY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $31,948, expenses of $68,991 and total assets of $21,946 at year end.
Other nonprofits in ROCKDALE
- SOUTHWEST MILAM WATER SUPPLY CORP EIN 74-1667030 · last filed 990 for 2024
- ROCKDALE FAIR ASSOCIATION INC EIN 74-1960179 · last filed 990 for 2025
- USFON INC EIN 26-2137014 · last filed 990-PF for 2025
- LOVE & LEARNING CENTER OF MILAM COUNTY EIN 74-1841140 · last filed 990 for 2025
- ROCKDALE VOLUNTEER FIRE DEPT EIN 46-2749387 · last filed 990 for 2025
- COURT APPOINTED SPECIAL ADVOCATES OF MILAM COUNTY EIN 92-0811280 · last filed 990-PF for 2025
- THE ARC OF TEXAS EIN 74-6076200 · last filed 990-EZ for 2025
- PLACE OF HOPE EIN 45-5443424 · last filed 990-EZ for 2025