United Way Of The Mid-South

Organization Overview

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.

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.


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Board, Officers & Key Employees

Name (title)Compensation
Dr Kenneth S Robinson
President &
$265,451
Gia Stokes
CFO
$161,301
Lori Robertson
Chief Commun
$137,250
Angelia Allen
VP Strategic
$120,206
Mary Sexton
VP Resource
$105,089
Christopher Anderson
Board Member
$0

Financial Statements

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

Grants Awarded

Over the last fiscal year, United Way Of The Mid-South has awarded $9,091,453 in support to 114 organizations.

Grant RecipientAmount

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

YMCA OF MEMPHIS AND THE MID-SOUTH

Org PageRecipient Profile

Memphis, TN

PURPOSE: SEE SCH O

$408,861

PORTER-LEATH CHILDREN'S CENTER

Org PageRecipient Profile

Memphis, TN

PURPOSE: SEE SCH O

$402,056

AMERICAN RED CROSS MID SOUTH CHAPT

Org PageRecipient Profile

Washington, DC

PURPOSE: SEE SCH O

$393,373
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 21 grants that United Way Of The Mid-South has recieved totaling $5,273,532.

Awarding OrganizationAmount
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
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$7,267,958
Earnings-$622,759
Admin Expense$56,375
Grants$172,000
Ending Balance$6,416,824

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