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
-
$237,070
See Sch O
-
Porter-Leath Children's Center
$209,552
See Sch O
-
$163,563
See Sch O
-
Boys and Girls Club of Memphis
$159,512
See Sch O
-
$138,039
See Sch O
-
$131,839
See Sch O
-
$127,056
See Sch O
-
American Red Cross Mid South Chapt
$108,213
See Sch O
-
See Sch O
-
$91,571
See Sch O
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.
The source document this was parsed from is served over the API, which is where bulk and document access live.