United Way Of The Mid-South

Organization Overview

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.

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.


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Board, Officers & Key Employees

Name (title)Compensation
Dr Kenneth S Robinson
President &
$298,938
Gia Stokes
CFO
$180,388
Angelia Allen
VP Strategic
$151,320
Cynthia Graham
Cmdo
$145,009
Jarvis Harris
VP Of It, Op
$129,938
Kevin Bradshaw
Board Member
$0

Financial Statements

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

Grants Awarded

Over the last fiscal year, United Way Of The Mid-South has awarded $3,956,181 in support to 67 organizations.

Grant RecipientAmount

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
View Grant Profile

Peer Organizations

Organization NameAssets
Jewish Federation Of Greater Atlanta Inc
Atlanta, GA
$68,701,796
United Way Of Middle Tennessee Inc
Nashville, TN
$44,647,179
Americas Charities
Chantilly, VA
$43,614,488
United Way Of Greater Kansas City Inc
Kansas City, MO
$29,176,289
United Way Of The National Capital Area
Vienna, VA
$22,668,840
Worldwide Inventory Network Inc
St Louis, MO
$23,598,488
Chc Creating Healthier Communities
Alexandria, VA
$22,243,097
Metro United Way Inc
Louisville, KY
$16,153,529
Circle Of Life
Springdale, AR
$23,438,143
Jewish Federation Of St Louis
St Louis, MO
$19,222,561
United Way Of Greater Charlotte
Charlotte, NC
$20,880,064
United Way Of South Hampton Roads
Norfolk, VA
$16,664,046
United Way Of Greater Knoxville Inc
Knoxville, TN
$14,556,420
Safa Trust Inc
Herndon, VA
$9,683,580
United Way Of Greater Richmond
Richmond, VA
$16,158,323
United Way Of The Mid-South
Memphis, TN
$11,885,491
Fox Performing Arts Charitable Foundation
St Louis, MO
$13,313,573
United Way Of The Greater Triangle Inc
Durham, NC
$10,685,118
United Way Of Forsyth County Inc
Winstonsalem, NC
$11,136,564
Association Of Fundraising Professionals
Arlington, VA
$11,657,696
United Way Of Greater Chattanooga
Chattanooga, TN
$11,872,512
Greensboro Jewish Federation
Greensboro, NC
$13,714,288
Tidewater Jewish Foundation Inc
Virginia Beach, VA
$14,762,904
Eo Companies
Abingdon, VA
$17,857,716
United Way Of The Coastal Empire Inc
Savannah, GA
$9,161,083

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