United Way Of The Mid-South is located in Memphis, TN. The organization was established in 1974. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2024, United Way Of The Mid-South employed 96 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of The Mid-South is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, United Way Of The Mid-South generated $11.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (5.7%) each year. All expenses for the organization totaled $14.7m during the year ending 06/2024. As we would expect to see with falling revenues, expenses have declined by (3.8%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of The Mid-South has awarded 1,181 individual grants totaling $86,293,821. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES THE MISSION OF UNITED WAY OF THE MID-SOUTH IS TO IMPROVE THE QUALITY OF LIFE FOR MID-SOUTHERNERS BY MOBILIZING AND ALIGNING COMMUNITY RESOURCES TO ADDRESS PRIORITY ISSUES. SINCE 1923, UNITED WAY OF THE MID-SOUTH HAS FUNDED AGENCIES AND PROGRAMS THAT ADDRESS YOUTH OPPORTUNITY, FINANCIAL SECURITY, HEALTHY COMMUNITY, AND COMMUNITY RESILIENCE. OUR MISSION-DRIVEN GRANTMAKING SUPPORTS THE EFFORT TO HELP MID-SOUTHERNERS IMPROVE THEIR SOCIAL AND FINANCIAL MOBILITY. UNITED WAY OFFERS FUNDERS, COLLABORATORS, PARTNERS, DONORS, AND VOLUNTEERS THE ABILITY TO SUPPORT MID-SOUTH COMMUNITIES THROUGH THEIR FINANCIAL CONTRIBUTION AND THEIR COMMITMENT TO ENGAGEMENT, ADVOCACY, AND VOLUNTEERISM.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION PROVIDES FUNDING TO OVER 500 NON-PROFIT AGENCIES THROUGHOUT THE UNITED STATES THROUGH DONOR DESIGNATED FUNDS. IN ADDITION UNITED WAY PROVIDES GRANT FUNDING TO APPROXIMATELY 80 AGENCIES WITHIN THE 8 COUNTY SERVICE AREA. GRANTS ARE TARGETED TO PROGRAMS THAT IMPROVE EDUCATION, FINANCIAL STABILITY, EQUITY, AND HEALTH AND WORK COLLABORATIVELY TO REDUCE MID-SOUTH POVERTY.
UNITED WAY OF THE MID-SOUTH COORDINATES THE WORK OF MULTIPLE AGENCIES TO IMPLEMENT THE FREE TAX PREP / VOLUNTEER INCOME TAX ASSISTANCE IN CRITTENDEN COUNTY, AR; DESOTO, TUNICA, AND TATE COUNTIES IN MS; AND FAYETTE, LAUDERDALE, TIPTON, AND SHELBY COUNTIES IN TN. THIS PROGRAM PROVIDES FREE TAX PREPARATION TO MAXIMIZE THE TOTAL AMOUNT OF ELIGIBLE TAX CREDITS FOR LOW AND MODERATE-INCOME TAX FILERS. THE FREE TAX PREP / VITA PROGRAM WAS SUPPORTED BY FUNDING FROM THE INTERNAL REVENUE SERVICE, WELLS FARGO, ENTERGY, CUMMINS, REGIONS, AND UNITED WAY OF THE MID-SOUTH INVESTMENTS. FUNDS WERE USED TO SUPPORT THE OPERATION OF VITA SITES, MOBILE TAX PREPARATION, MARKETING, AND VOLUNTEER RECOGNITION. IN THE FISCAL YEAR ENDING 6/30/2024, OVER 9,300 RETURNS WERE FILED SERVING MORE THAN 13,000 INDIVIDUALS. CLIENTS SAVED OVER 2 MILLION IN ESTIMATED REFUND COSTS AND RECEIVED OVER 11 MILLION IN REFUNDS.
UNITED WAY OF THE MID-SOUTH (UWMS) HAS BROADENED ITS COMMUNITY IMPACT AGENDA TO INCLUDE A FOCUS ON STRATEGICALLY FUNDING INITIATIVES THAT PROMOTE ECONOMIC MOBILITY, AND FINANCIAL SELF-SUFFICIENCY FOR FAMILIES AND INDIVIDUALS IN THE MID-SOUTH SERVICE REGION, ENCOMPASSING EIGHT COUNTIES IN TENNESSEE, ARKANSAS, AND MISSISSIPPI. UWMS NOW HOSTS, LEADS, MANAGES, AND IS ACCOUNTABLE FOR DRIVING THE DREAM(DTD), AN UNDUPLICATED SYSTEM OF MULTI-DOMAIN HUMAN SERVICES AND SUPPORT THAT ALLOWS FAMILIES LIVING IN POVERTY TO GROW THEIR FINANCIAL AND SOCIAL MOBILITY. DRIVING THE DREAM CREATES A NETWORK OF SUPPORT BY CONNECTING HUMAN SERVICE AGENCIES THROUGH A SHARED PLATFORM, ENABLING EQUITABLE ACCESS TO SERVICES FOR THE MOST VULNERABLE INDIVIDUALS AND FAMILIES. DTD PROVIDES A SYSTEM THAT WORKS FOR FAMILIES. AS THE FOCUS OF ITS PROACTIVE COMMUNITY IMPACT AGENDA, UNITED WAY OF THE MID-SOUTH'S DRIVING THE DREAM (DTD TM), IS A RESILIENT HUMAN SERVICES ECOSYSTEM THAT ALIGNS AND INTEGRATES THE LOCAL SERVICE DELIVERY SYSTEM TO SUPPORT FAMILIES LIVING IN POVERTY. DTD TM IS A SYSTEM OF CARE, COMPRISED OF A NETWORK OF AGENCIES THAT HELPS INDIVIDUALS AND FAMILIES NAVIGATE THE SYSTEM OF NEEDED SERVICES, AND CREATE A CLEAR PATH TOWARDS ECONOMIC SECURITY. DTD IS BASED UPON AN EMERGING NATIONAL STANDARD OF CARE, INFORMED BY RESEARCH- BASED PRACTICE, DESIGNED TO ADDRESS AND ALLEVIATE CONDITIONS OF POVERTY. THIS MODEL PRIORITIZES A MULTI-GENERATIONAL APPROACH TO ADVANCING HOLISTIC WELLBEING. DTD TM BOOSTS THE POWER OF OUR HEALTH, EDUCATION AND EMPLOYMENT SYSTEMS, WORKING CLOSELY WITH COMMUNITIES WHOSE CONNECTIONS TO THESE RESOURCES HAVE BECOME FRAYED OVER TIME. OUR COLLECTIVE GOAL IS TO HELP FAMILIES MOVE TOWARDS A SOCIOECOMONIC FUTURE OF THEIR CHOOSING.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Dr Kenneth S Robinson President & | OfficerTrustee | 40 | $298,938 |
Gia Stokes CFO | Officer | 40 | $180,388 |
Angelia Allen VP Strategic | Officer | 40 | $151,320 |
Cynthia Graham Cmdo | Officer | 40 | $145,009 |
Jarvis Harris VP Of It, Op | Officer | 40 | $129,938 |
Kevin Bradshaw Board Member | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $5,763,343 |
All other contributions, gifts, grants, and similar amounts not included above | $6,098,291 |
Noncash contributions included in lines 1a–1f | $17,088 |
Total Revenue from Contributions, Gifts, Grants & Similar | $11,861,634 |
Total Program Service Revenue | $0 |
Investment income | $376,475 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$355,834 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $11,885,491 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $4,176,490 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $943,510 |
Compensation of current officers, directors, key employees. | $175,304 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $3,160,153 |
Pension plan accruals and contributions | $403,335 |
Other employee benefits | $520,429 |
Payroll taxes | $298,126 |
Fees for services: Management | $2,964,074 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $59,310 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $32,169 |
Fees for services: Other | $79,189 |
Advertising and promotion | $221,607 |
Office expenses | $489,547 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $456,593 |
Travel | $55,962 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $119,472 |
Interest | $25,944 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $58,225 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $14,669,734 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | -$15,000 |
Pledges and grants receivable | $4,260,997 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $71,494 |
Net Land, buildings, and equipment | $1,633,569 |
Investments—publicly traded securities | $0 |
Investments—other securities | $10,288,547 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $812,187 |
Total assets | $17,051,794 |
Accounts payable and accrued expenses | $1,357,241 |
Grants payable | $338,392 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $1,022 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $2,573,920 |
Other liabilities | $0 |
Total liabilities | $4,270,575 |
Net assets without donor restrictions | $5,242,404 |
Net assets with donor restrictions | $7,538,815 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $17,051,794 |
Over the last fiscal year, United Way Of The Mid-South has awarded $3,956,181 in support to 67 organizations.
Grant Recipient | Amount |
---|---|
ALCY BALL DEVELOPMENT CORP PURPOSE: SEE SCH O | $8,000 |
ALLIANCE HEATHCARE SERVICES PURPOSE: SEE SCH O | $136,806 |
ALPHA OMEGA VETERANS SERVICES PURPOSE: SEE SCH O | $204,104 |
AMERICAN RED CROSS MID SOUTH CHAPT PURPOSE: SEE SCH O | $171,758 |
ARC OF NORTHWEST MISSISSIPPI PURPOSE: SEE SCH O | $62,467 |
ASSOCIATED CATHOLIC CHARITIES PURPOSE: SEE SCH O | $14,052 |