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 06/2020, United Way Of The Mid-South employed 84 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 06/2020, United Way Of The Mid-South generated $17.9m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.9%) each year. All expenses for the organization totaled $18.6m during the year ending 06/2020. As we would expect to see with falling revenues, expenses have declined by (1.8%) per year over the past 6 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 844 individual grants totaling $69,292,962. 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
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. FOR OVER 95 YEARS, 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 PROGRESS FROM POVERTY TO PROSPERITY. 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 PARTNERS, DONORS AND VOLUNTEERS THE ABILITY TO FULFILL THEIR DREAMS OF HOW THEY CAN SUPPORT THEIR COMMUNITY THROUGH THEIR FINANCIAL CONTRIBUTIONS AND THEIR COMMITMENT OF TIME AND TALENT.
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 100 AGENCIES WITHIN THE 8 COUNTY SERVICE AREA. GRANTS ARE TARGETED TO PROGRAMS THAT IMPROVE EDUCATION, FINANCIAL STABILITY, AND HEALTH AND WORK COLLABORATIVELY TO REDUCE MID-SOUTH POVERTY.
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, TN DEPARTMENT OF HUMAN SERVICES, WELLS FARGO, MASS MUTUAL FOUNDATION PROSPERITY AND UNITED WAY OF THE MID-SOUTH INVESTMENTS. FUNDS WERE USED TO SUPPORT THE OPERATION OF SUPER VITA SITES, MOBILE TAX PREPARATION, 2-1-1 INFORMATION SYSTEM, A MARKETING CAMPAIGN, AND VOLUNTEER RECOGNITION. IN FISCAL YEAR ENDED 6/30/20, OVER 10,000 TAX RETURNS WERE PREPARED, RETURNING OVER 14 MILLION TO MID-SOUTH FAMILIES.
DRIVING THE DREAM (DTD) IS AN UWMS INITIATIVE THAT WORKS TO ENSURE ALL PEOPLE HAVE EQUITABLE ACCESS TO THE NECESSARY RESOURCES AND SUPPORT THAT IS NEEDED TO ACHIEVE THEIR HOPES AND DREAMS. DTD PROVIDES PARTNER AGENCIES WITH THE TOOLS, KNOWLEDGE, AND TRAINING TO HELP MOVE THEIR CLIENTS FROM POVERTY TO PROSPERITY. DTD PARTNERSHIPS ENGAGE THROUGH CARE COORDINATION HUBS, REFERRAL NETWORK PARTNERS, AND OUTREACH AND EDUCATION PARTNERS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Dr Kenneth S Robinson President & | OfficerTrustee | 40 | $265,451 |
Gia Stokes CFO | Officer | 40 | $161,301 |
Lori Robertson Chief Commun | Officer | 40 | $137,250 |
Angelia Allen VP Strategic | Officer | 40 | $120,206 |
Mary Sexton VP Resource | Officer | 40 | $105,089 |
Christopher Anderson Board Member | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $17,678,889 |
Investment income | $117,600 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $88,196 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $17,907,730 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $773,129 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,610,404 |
Pension plan accruals and contributions | $331,602 |
Other employee benefits | $448,437 |
Payroll taxes | $237,352 |
Fees for services: Management | $176,644 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $40,472 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $56,376 |
Fees for services: Other | $3,558 |
Advertising and promotion | $100,353 |
Office expenses | $566,804 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $302,185 |
Travel | $74,703 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $69,504 |
Interest | $67,065 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $164,989 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $18,634,720 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $18,346 |
Pledges and grants receivable | $4,484,328 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $23,221 |
Investments—publicly traded securities | $0 |
Investments—other securities | $6,416,824 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $727,883 |
Total assets | $13,120,964 |
Accounts payable and accrued expenses | $440,211 |
Grants payable | $663,114 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $147,082 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $1,937,201 |
Other liabilities | $179,154 |
Total liabilities | $3,366,762 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Total liabilities and net assets/fund balances | $9,754,202 |
Over the last fiscal year, United Way Of The Mid-South has awarded $9,091,453 in support to 114 organizations.
Grant Recipient | Amount |
---|---|
Memphis, TN PURPOSE: SEE SCH O | $1,284,525 |
Baton Rouge, LA PURPOSE: SEE SCH O | $483,231 |
Memphis, TN PURPOSE: SEE SCH O | $463,827 |
Memphis, TN PURPOSE: SEE SCH O | $408,861 |
Memphis, TN PURPOSE: SEE SCH O | $402,056 |
Washington, DC PURPOSE: SEE SCH O | $393,373 |
Over the last fiscal year, we have identified 21 grants that United Way Of The Mid-South has recieved totaling $5,273,532.
Awarding Organization | Amount |
---|---|
Plough Foundation Memphis, TN PURPOSE: PROGRAM SUPPORT | $5,000,000 |
United Way Of Middle Tennessee Inc Nashville, TN PURPOSE: DONOR DIRECTED DESIGNATIONS | $148,459 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $40,181 |
The Salmon Foundation Memphis, TN PURPOSE: COMMUNITY SERVICES | $18,000 |
The Salmon Foundation Memphis, TN PURPOSE: COMMUNITY SERVICES | $18,000 |
Goldsmith Foundation Incorporated Memphis, TN PURPOSE: ANNUAL SUPPORT | $15,000 |
Beg. Balance | $7,267,958 |
Earnings | -$622,759 |
Admin Expense | $56,375 |
Grants | $172,000 |
Ending Balance | $6,416,824 |
Organization Name | Assets | Revenue |
---|---|---|
United Way Of Middle Tennessee Inc Nashville, TN | $46,577,049 | $49,296,824 |
Jewish Federation Of Greater Atlanta Inc Atlanta, GA | $335,156,066 | $46,977,032 |
Americas Charities Chantilly, VA | $17,333,300 | $50,207,672 |
Community Action Partnership Of North Alabama Inc Decatur, AL | $72,349,277 | $42,653,974 |
United Way Of South Hampton Roads Norfolk, VA | $76,697,297 | $55,929,525 |
United Way Of Greater Kansas City Inc Kansas City, MO | $25,862,042 | $26,294,406 |
United Way Of The National Capital Area Vienna, VA | $35,055,303 | $27,632,493 |
United Way Of Central Carolinas Inc Charlotte, NC | $33,908,061 | $38,068,196 |
Worldwide Inventory Network Inc St Louis, MO | $150,245,700 | $18,952,045 |
Metro United Way Inc Louisville, KY | $32,586,000 | $24,309,695 |
United Way Of Greater Richmond Richmond, VA | $22,084,663 | $25,097,917 |
Chc Creating Healthier Communities Alexandria, VA | $26,124,414 | $22,563,313 |