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Nonprofiteer
← UNITED WAY OF THE MID-SOUTH

Form 990 for tax year 2024

Filed by UNITED WAY OF THE MID-SOUTH.

Totals

Total revenue
$17,174,330
Total expenses
$17,632,434
Contributions and grants received
$16,542,203
Grants paid
$2,864,361
Program service revenue
$0
Investment income
$630,927
Other revenue
$1,200
Total assets, end of year
$18,058,555
Total liabilities, end of year
$5,318,956
Net assets or fund balances, end of year
$12,739,599
Program services expenses (Part IX)
$15,522,365
Management and general expenses
$1,553,183
Fundraising expenses
$556,886
Program service expenses (Part III)
$15,522,365

Program services were 88.0% 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.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $10,117,551

  • 1f · All other contributions, gifts and grants

    $6,424,652

  • 1g · Noncash contributions included above

    $107,201

  • 3 · Investment income

    total $481,217 · excluded $481,217

  • 7a · Gross sales of assets other than inventory

    securities $1,164,634

  • 7b · Less cost or other basis and sales expenses

    securities $1,014,924

  • 7c · Gain or loss

    securities $149,710

  • 7d · Net gain or loss

    total $149,710 · related or exempt $149,710

  • 11a · Other revenue: Miscellaneous

    total $1,200 · related or exempt $1,200

  • 11e · Other revenue, total

    $1,200

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,864,361 · program services $2,864,361

  • 5 · Compensation of officers, directors and key employees

    total $733,747 · program services $554,273 · management and general $136,330 · fundraising $43,144

  • 7 · Other salaries and wages

    total $3,496,204 · program services $2,607,272 · management and general $650,106 · fundraising $238,826

  • 8 · Pension plan contributions

    total $386,757 · program services $283,682 · management and general $75,872 · fundraising $27,203

  • 9 · Other employee benefits

    total $595,276 · program services $436,628 · management and general $116,778 · fundraising $41,870

  • 10 · Payroll taxes

    total $322,515 · program services $240,055 · management and general $60,697 · fundraising $21,763

  • 11a · Fees: management

    total $5,677,289 · program services $5,569,175 · management and general $79,581 · fundraising $28,533

  • 11c · Fees: accounting

    total $61,200 · program services $60,034 · management and general $858 · fundraising $308

  • 11f · Fees: investment management

    total $29,886 · program services $18,294 · management and general $8,533 · fundraising $3,059

  • 11g · Fees: other

    total $684 · program services $671 · management and general $10 · fundraising $3

  • 12 · Advertising and promotion

    total $410,367 · program services $306,304 · management and general $76,595 · fundraising $27,468

  • 13 · Office expenses

    total $519,405 · program services $411,868 · management and general $79,155 · fundraising $28,382

  • 16 · Occupancy

    total $472,086 · program services $329,493 · management and general $104,961 · fundraising $37,632

  • 17 · Travel

    total $56,783 · program services $38,962 · management and general $13,118 · fundraising $4,703

  • 19 · Conferences, conventions and meetings

    total $63,552 · program services $43,604 · management and general $14,684 · fundraising $5,264

  • 20 · Interest

    total $119,316 · program services $73,038 · management and general $34,064 · fundraising $12,214

  • 22 · Depreciation, depletion and amortization

    total $124,814 · program services $76,403 · management and general $35,635 · fundraising $12,776

  • 24a · Other expenses: Specific Program Expens

    total $1,464,326 · program services $1,464,326

  • 24b · Other expenses: United Way Dues

    total $143,377 · program services $87,766 · management and general $40,934 · fundraising $14,677

  • 24c · Other expenses: Event Costs

    total $85,608 · program services $53,141 · management and general $23,899 · fundraising $8,568

  • 24d · Other expenses: Membership Dues

    total $4,881 · program services $3,015 · management and general $1,373 · fundraising $493

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year -$15,000 · end of year $60,213

  • 3 · Pledges and grants receivable

    beginning of year $4,260,997 · end of year $4,789,791

  • 9 · Prepaid expenses and deferred charges

    beginning of year $71,494 · end of year $90,558

  • 10a · Land, buildings and equipment: cost or other basis

    $3,291,688

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,127,326

  • 10c · Land, buildings and equipment, net

    beginning of year $1,633,569 · end of year $2,164,362

  • 12 · Investments: other securities

    beginning of year $10,288,547 · end of year $10,107,894

  • 15 · Other assets

    beginning of year $812,187 · end of year $845,737

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,357,241 · end of year $2,213,595

  • 18 · Grants payable

    beginning of year $338,392 · end of year $128,830

  • 21 · Escrow or custodial account liability

    beginning of year $1,022 · end of year -$5,930

  • 24 · Unsecured notes and loans payable

    beginning of year $2,573,920 · end of year $2,908,641

  • 25 · Other liabilities

    beginning of year $0 · end of year $73,820

  • 27 · Net assets without donor restrictions

    beginning of year $5,242,404 · end of year $5,167,234

  • 28 · Net assets with donor restrictions

    beginning of year $7,538,815 · end of year $7,572,365

Mission and programs · 2024

Mission

The mission of United Way is to improve the quality of life for Mid- Southerners by mobilizing and aligning community resources to address priority issues.

Activities or mission (Part I)

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 delivers services, funds agencies and programs, and builds community capacity to support the economic mobility of Mid-Southerners. Our mission-driven programs and grantmaking support a healthy and resilient community. United Way offers funders, collaborators, partners, donors, and volunteers the ability to support Mid-South communities through their financial contributions and their commitment to engagement, advocacy, and volunteerism.

  • 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 73 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 $6,394,918 · Grants $2,864,361

  • 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 6/30/2025, over 9,400 returns were filed serving more than 13,000 individuals. Clients saved over $2.5 million in estimated refund costs and received over $11 million in refunds.

    Expenses $490,437

  • 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.

    Expenses $8,637,010

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tomeka Hart Wigginton

    President & CEO

    Total calculated
    $10,301
    From this org
    $10,301
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Reginald S Boyce

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Kevin Bradshaw

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Ben Bricken

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Martia Brown

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Darrell Cobbins

    Chairman

    Total calculated
    $0
    Hours/week
    1
  • Reggie Crenshaw

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Cullison

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • John Daniel

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Jon Paul Davis

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Tammy Alexander-Epps

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Brett Harris

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Scott Hendricks

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Evan Iverson

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Mary Ann Jackson

    Secretary/Counsel

    Total calculated
    $0
    Hours/week
    1
  • Melanie A Keller

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Doug McGowen

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • David May

    Investment Committee

    Total calculated
    $0
    Hours/week
    1
  • Ted Miller

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Niqualus Nibley

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Jeff Peterson

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Josh Poag

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Ayoka Pond

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Erin Pryor

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Beverly Robertson

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Leticia Towns

    Marketing & Communic

    Total calculated
    $0
    Hours/week
    1
  • Keith Townsend

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Kevin Woods

    Public Policy Chair

    Total calculated
    $0
    Hours/week
    1
  • Richard Wright

    Treasurer/Finance Ch

    Total calculated
    $0
    Hours/week
    1
  • Jean Morton

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • John Pettey

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Angelia Allen

    VP Strategic Develop

    Total calculated
    $188,028
    From this org
    $152,608
    From related orgs
    $0
    Other
    $35,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,608
    Bonus
    $0
    Other
    $0
    Deferred
    $26,520
    Nontaxable benefits
    $8,900
    Filer's total
    $188,028
  • Cynthia Graham

    CMDO

    Total calculated
    $186,408
    From this org
    $145,506
    From related orgs
    $0
    Other
    $40,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,506
    Bonus
    $0
    Other
    $0
    Deferred
    $26,530
    Nontaxable benefits
    $14,372
    Filer's total
    $186,408
  • Jarvis Harris

    VP of IT, Ops & Data

    Total calculated
    $190,654
    From this org
    $143,947
    From related orgs
    $0
    Other
    $46,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,947
    Bonus
    $0
    Other
    $0
    Deferred
    $26,358
    Nontaxable benefits
    $20,349
    Filer's total
    $190,654
  • Carolyn McCormick

    Chief Marketing & Engagement

    Total calculated
    $0
    Hours/week
    40
  • Dr Kenneth S Robinson

    President & CEO (former)

    Total calculated
    $240,998
    From this org
    $195,406
    From related orgs
    $0
    Other
    $45,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,406
    Bonus
    $0
    Other
    $0
    Deferred
    $35,962
    Nontaxable benefits
    $9,630
    Filer's total
    $240,998
  • Gia Stokes

    CFO (former)

    Total calculated
    $206,794
    From this org
    $158,740
    From related orgs
    $0
    Other
    $48,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,740
    Bonus
    $0
    Other
    $0
    Deferred
    $28,884
    Nontaxable benefits
    $19,170
    Filer's total
    $206,794

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

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 January 2026
IRS schema version
2024v5.5
Source object
202630139349301538

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

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