Totals
- Total revenue
- $10,774,905
- Total expenses
- $11,582,953
- Contributions and grants received
- $10,438,771
- Grants paid
- $4,197,888
- Program service revenue
- $0
- Investment income
- $334,183
- Other revenue
- $1,951
- Total assets, end of year
- $17,002,321
- Total liabilities, end of year
- $2,587,790
- Net assets or fund balances, end of year
- $14,414,531
- Program services expenses (Part IX)
- $9,549,718
- Management and general expenses
- $1,549,280
- Fundraising expenses
- $483,955
- Program service expenses (Part III)
- $9,549,718
Program services were 82.4% 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)
$2,113,812
-
1f · All other contributions, gifts and grants
$8,324,959
-
1g · Noncash contributions included above
$41,528
-
3 · Investment income
total $410,445 · excluded $410,445
-
7a · Gross sales of assets other than inventory
securities $474,931
-
7b · Less cost or other basis and sales expenses
securities $551,193
-
7c · Gain or loss
securities -$76,262
-
7d · Net gain or loss
total -$76,262 · excluded -$76,262
-
11a · Other revenue: MISCELLANEOUS
total $1,951 · related or exempt $1,951
-
11e · Other revenue, total
$1,951
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,197,888 · program services $4,197,888
-
5 · Compensation of officers, directors and key employees
total $872,127 · program services $610,489 · management and general $200,589 · fundraising $61,049
-
7 · Other salaries and wages
total $2,901,017 · program services $2,033,531 · management and general $659,779 · fundraising $207,707
-
8 · Pension plan contributions
total $354,788 · program services $240,502 · management and general $87,083 · fundraising $27,203
-
9 · Other employee benefits
total $456,786 · program services $309,644 · management and general $112,119 · fundraising $35,023
-
10 · Payroll taxes
total $271,902 · program services $191,388 · management and general $61,350 · fundraising $19,164
-
11a · Fees: management
total $751,461 · program services $670,195 · management and general $61,923 · fundraising $19,343
-
11c · Fees: accounting
total $46,789 · program services $41,729 · management and general $3,856 · fundraising $1,204
-
11f · Fees: investment management
total $30,889 · program services $19,021 · management and general $9,043 · fundraising $2,825
-
11g · Fees: other
total $40,079 · program services $35,744 · management and general $3,303 · fundraising $1,032
-
12 · Advertising and promotion
total $110,501 · program services $77,870 · management and general $24,864 · fundraising $7,767
-
13 · Office expenses
total $528,654 · program services $377,328 · management and general $115,307 · fundraising $36,019
-
16 · Occupancy
total $408,143 · program services $268,887 · management and general $106,110 · fundraising $33,146
-
17 · Travel
total $47,332 · program services $34,322 · management and general $9,913 · fundraising $3,097
-
19 · Conferences, conventions and meetings
total $62,317 · program services $43,306 · management and general $14,486 · fundraising $4,525
-
20 · Interest
total $1,185 · program services $730 · management and general $347 · fundraising $108
-
22 · Depreciation, depletion and amortization
total $39,955 · program services $24,603 · management and general $11,698 · fundraising $3,654
-
24a · Other expenses: SPECIFIC PROGRAM EXPENSE
total $230,549 · program services $230,549
-
24b · Other expenses: UNITED WAY DUES
total $151,945 · program services $93,564 · management and general $44,485 · fundraising $13,896
-
24c · Other expenses: EVENT COSTS
total $67,592 · program services $41,621 · management and general $19,789 · fundraising $6,182
-
24d · Other expenses: MEMBERSHIP DUES
total $11,054 · program services $6,807 · management and general $3,236 · fundraising $1,011
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,102,012 · end of year $226,446
-
3 · Pledges and grants receivable
beginning of year $2,521,938 · end of year $3,893,400
-
9 · Prepaid expenses and deferred charges
beginning of year $17,034 · end of year $35,497
-
10a · Land, buildings and equipment: cost or other basis
$2,315,744
-
10b · Land, buildings and equipment: accumulated depreciation
$944,288
-
10c · Land, buildings and equipment, net
beginning of year $1,224,767 · end of year $1,371,456
-
12 · Investments: other securities
beginning of year $10,337,529 · end of year $10,728,903
-
15 · Other assets
beginning of year $736,295 · end of year $746,619
-
17 · Accounts payable and accrued expenses
beginning of year $856,842 · end of year $1,004,256
-
18 · Grants payable
beginning of year $491,048 · end of year $495,079
-
21 · Escrow or custodial account liability
beginning of year $35,000 · end of year $25,565
-
24 · Unsecured notes and loans payable
beginning of year $13,467 · end of year $1,062,890
-
27 · Net assets without donor restrictions
beginning of year $6,414,905 · end of year $5,949,184
-
28 · Net assets with donor restrictions
beginning of year $8,128,313 · end of year $8,465,347
Mission and programs · 2022
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)
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. SINCE 1923, UNITED WAY OF THE MID-SOUTH HAS BROUGHT THE TIME, TALENTS, AND TREASURES OF OUR CITIZENS TOGETHER SO INDIVIDUALS AND FAMILIES IN NEED CAN ENJOY A BETTER QUALITY OF LIFE, MAKING THE MID-SOUTH AN EVEN BETTER PLACE FOR ALL. WE DO THIS BY BEING THE LEADING CATALYST IN STIMULATING SUPPORT AND SERVICES FOR INDIVIDUALS AND FAMILIES AS THEY MOVE TOWARD FINANCIAL STABILITY. WE STRIVE TO ADVANCE PEOPLE FROM WHERE THEY ARE TO WHERE THEY DREAM TO BE BY ADDRESSING THE BUILDING BLOCKS FOR SUCCESS--EDUCATION, FINANCIAL STABILITY AND HEALTH. UNITED WAY OFFERS FUNDERS, COLLABORATORS, PARTNERS, DONORS AND VOLUNTEERS THE ABILITY TO SUPPORT MIDSOUTH COMMUNITIES THROUGH THEIR FINANCIAL CONTRIBUTIONS AND THEIR COMMITMENT TO ADVOCACY, VOLUNTEERISM AND ENGAGEMENT.
-
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 $6,846,184 · Grants $4,197,888
-
UNITED WAY COORDINATES THE WORK OF MULTIPLE AGENCIES TO IMPLEMENT THE FREE TAX PREP/VOLUNTEER INCOME TAX ASSISTANCE IN CRITTENDEN, DESOTO, FAYETTE, LAUDERDALE, SHELBY, TATE, TIPTON, AND TUNICA COUNTIES. THIS PARTNERSHIP PROVIDES FREE TAX PREPARATION TO MAXIMIZE THE TOTAL AMOUNT OF ELIGIBLE TAX CREDITS FOR LOW TO MODERATE TAX FILERS. THE FREE TAX PREP/VITA PROGRAM WAS FUNDED THROUGH MULTIPLE SOURCES: INTERNAL REVENUE SERVICE,CUMMINS, WELLS FARGO, ENTERGY, AND UNITED WAY OF THE MID-SOUTH INVESTMENTS. METHODIST LEBONHEUR SERVES AS THE LEAD AGENT FOR A PASS- THROUGH GRANT FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, OFFICE OF MINORITY HEALTH TO DEPLOY A PROJECT IN PARTNERSHIP WITH THE UWMS FREE TAX PREP PROGRAM TO INCREASE THE NUMBER OF HOUSEHOLDS RECEIVING FREE TAX PREPARATION SERVICES AND BENEFITING FROM THE EITC(EARNED INCOME TAX CREDIT). FUNDS WERE USED TO SUPPORT THE OPERATION OF SUPER VITA SITES, MOBILE TAX PREPARATION, A 2-1-1 INFORMATION SYSTEM, A MARKETING CAMPAIGN, AND VOLUNTEER RECOGNITION. IN THE FISCAL YEAR ENDED 6/30/23, OVER 9,000 TAX RETURNS WERE PREPARED, RETURNING OVER 10 MILLION TO MID-SOUTH FAMILIES.
Expenses $567,259
-
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 $2,136,275
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DR KENNETH S ROBINSON
PRESIDENT &
- Total calculated
- $368,439
- From this org
- $298,156
- From related orgs
- $0
- Other
- $70,283
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $298,156
- Bonus
- not reported
- Other
- not reported
- Deferred
- $55,149
- Nontaxable benefits
- $15,134
- Filer's total
- $368,439
-
GIA STOKES
CFO
- Total calculated
- $222,763
- From this org
- $172,274
- From related orgs
- $0
- Other
- $50,489
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,274
- Bonus
- not reported
- Other
- not reported
- Deferred
- $30,745
- Nontaxable benefits
- $19,744
- Filer's total
- $222,763
-
ANGELIA ALLEN
VP STRATEGIC
- Total calculated
- $171,473
- From this org
- $139,434
- From related orgs
- $0
- Other
- $32,039
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,434
- Bonus
- not reported
- Other
- not reported
- Deferred
- $24,198
- Nontaxable benefits
- $7,841
- Filer's total
- $171,473
-
JARVIS HARRIS
VP OF IT, OP
- Total calculated
- $156,621
- From this org
- $116,451
- From related orgs
- $0
- Other
- $40,170
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,451
- Bonus
- not reported
- Other
- not reported
- Deferred
- $21,121
- Nontaxable benefits
- $19,049
- Filer's total
- $156,621
-
CYNTHIA GRAHAM
CMDO
- Total calculated
- $39,656
- From this org
- $39,656
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
CHRIS ANDERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ERIC BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SHANNON A 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
-
BRETT HARRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT HENDRICKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARY ANN JACKSON
SECRETARY/CO
- Total calculated
- $0
- Hours/week
- 1
-
JAMES JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT C KLESGES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TODD LOCHNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
URSULA MADDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAVID MAY
INVESTMENT C
- Total calculated
- $0
- Hours/week
- 1
-
MELANIEAKELLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JEAN M MORTON
UWMS BOARD C
- Total calculated
- $0
- Hours/week
- 1
-
JOHN PETTEY
TOCQUEVILLE
- 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
-
BEVERLY ROBERTSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LETICIA TOWNS
MARKETING &
- Total calculated
- $0
- Hours/week
- 1
-
KEITH TOWNSEND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN WOODS
PUBLIC POLIC
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD WRIGHT
TREASURER/FI
- Total calculated
- $0
- Hours/week
- 1
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
Answered no
- 4a · Severance or change-of-control payment
- 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
-
$381,525
SEE SCH O
-
PORTER-LEATH CHILDREN'S CENTER
$315,447
SEE SCH O
-
BOYS AND GIRLS CLUB OF MEMPHIS
$266,710
SEE SCH O
-
$237,572
SEE SCH O
-
$215,291
SEE SCH O
-
$187,272
SEE SCH O
-
GOODWILL HOMES COMMUNITY SERVICES
$152,445
SEE SCH O
-
AMERICAN RED CROSS MID SOUTH CHAPT
$147,898
SEE SCH O
-
YMCA OF MEMPHIS AND THE MID-SOUTH
$134,636
SEE SCH O
-
$134,400
SEE SCH O
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400259349300830
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.