Form 990 for tax year 2023

Totals

Total revenue

$11,885,491

Total expenses

$14,669,734

Contributions and grants received

$11,861,634

Grants paid

$4,176,490

Program service revenue

$0

Investment income

$20,641

Other revenue

$3,216

Total assets, end of year

$17,051,794

Total liabilities, end of year

$4,270,575

Net assets or fund balances, end of year

$12,781,219

Program services expenses (Part IX)

$12,773,783

Management and general expenses

$1,440,138

Fundraising expenses

$455,813

Program service expenses (Part III)

$12,773,783

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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.

  Expenses $9,157,512 · Grants $4,176,490

• 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.

  Expenses $758,771

• 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.

  Expenses $2,857,500

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• MERITAN

  $377,556

  SEE SCH O

• PORTER-LEATH CHILDREN'S CENTER

  $331,012

  SEE SCH O

• BOYS AND GIRLS CLUB OF MEMPHIS

  $265,044

  SEE SCH O

• KNOWLEDGE QUEST

  $255,401

  SEE SCH O

• SALVATION ARMY

  $216,927

  SEE SCH O

• ALPHA OMEGA VETERANS SERVICES

  $204,104

  SEE SCH O

• AMERICAN RED CROSS MID SOUTH CHAPT

  $171,758

  SEE SCH O

• GOODWILL HOMES COMMUNITY SERVICES

  $152,000

  SEE SCH O

• YMCA OF MEMPHIS AND THE MID-SOUTH

  $138,115

  SEE SCH O

• ALLIANCE HEATHCARE SERVICES

  $136,806

  SEE SCH O

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

20 November 2024

IRS schema version

2023v5.0

Source object

202413279349301106

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.