2024-01-25T14:59:03-05:00 2023-06-30 621110839 ALEXANDER THOMPSON ARNOLD PLLC 6525 N QUAIL HOLLOW SUITE 500 MEMPHIS TN 38120 990 2022-07-01 561010742 UNITED WAY OF THE MID SOUTH UNIT 9014334300 1005 TILLMAN STREET MEMPHIS TN 38112 DR KENNETH S ROBINSON PRESIDENT & CEO 9014334300 2024-01-25 true DR KENNETH ROBINSON 888008888 true J SCHIFANI P00316248 9016841170 2024-01-25 2022 2023-04-26 12:10:37Z DR KENNETH S ROBINSON 1005 TILLMAN STREET MEMPHIS TN 38112 11326098 false X HTTP://WWW.UWMIDSOUTH.ORG X 1972 TN 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. 27 26 82 2637 0 10130287 10438771 0 602671 334183 4022 1951 10736980 10774905 4610744 4197888 0 4463147 4856620 0 483955 2467588 2528445 11541479 11582953 -804499 -808048 15939575 17002321 1396357 2587790 14543218 14414531 X 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. false false 6846184 4197888 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. 567259 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. 2136275 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. 9549718 true true false false false false false false true true true true false false false false true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 22 0 false 82 true false false false false false false false false X 27 26 false false false false false false false true true false false true true true true true true true true false MS TN X X X GIA STOKES 9014334371 1005 TILLMAN STREET MEMPHIS TN 38112 DR KENNETH S ROBINSON PRESIDENT & 40.00 X X 298156 0 70283 GIA STOKES CFO 40.00 X 172274 0 50489 ANGELIA ALLEN VP STRATEGIC 40.00 X 139434 0 32039 JARVIS HARRIS VP OF IT, OP 40.00 X 116451 0 40170 CYNTHIA GRAHAM CMDO 40.00 X 39656 0 0 CHRIS ANDERSON BOARD MEMBER 1.00 X 0 0 0 ERIC BROWN BOARD MEMBER 1.00 X 0 0 0 SHANNON A BROWN BOARD MEMBER 1.00 X 0 0 0 DARRELL COBBINS CHAIRMAN 1.00 X 0 0 0 REGGIE CRENSHAW BOARD MEMBER 1.00 X 0 0 0 REBECCA CULLISON BOARD MEMBER 1.00 X 0 0 0 JOHN DANIEL BOARD MEMBER 1.00 X 0 0 0 JON PAUL DAVIS BOARD MEMBER 1.00 X 0 0 0 BRETT HARRIS BOARD MEMBER 1.00 X 0 0 0 SCOTT HENDRICKS BOARD MEMBER 1.00 X 0 0 0 MARY ANN JACKSON SECRETARY/CO 1.00 X 0 0 0 JAMES JONES BOARD MEMBER 1.00 X 0 0 0 ROBERT C KLESGES BOARD MEMBER 1.00 X 0 0 0 TODD LOCHNER BOARD MEMBER 1.00 X 0 0 0 URSULA MADDEN BOARD MEMBER 1.00 X 0 0 0 DAVID MAY INVESTMENT C 1.00 X 0 0 0 MELANIEAKELLER BOARD MEMBER 1.00 X 0 0 0 JEAN M MORTON UWMS BOARD C 1.00 X 0 0 0 JOHN PETTEY TOCQUEVILLE 1.00 X 0 0 0 JOSH POAG BOARD MEMBER 1.00 X 0 0 0 AYOKA POND BOARD MEMBER 1.00 X 0 0 0 BEVERLY ROBERTSON BOARD MEMBER 1.00 X 0 0 0 LETICIA TOWNS MARKETING & 1.00 X 0 0 0 KEITH TOWNSEND BOARD MEMBER 1.00 X 0 0 0 KEVIN WOODS PUBLIC POLIC 1.00 X 0 0 0 RICHARD WRIGHT TREASURER/FI 1.00 X 0 0 0 765971 192981 4 false true false 2113812 8324959 41528 10438771 410445 410445 474931 551193 -76262 -76262 -76262 MISCELLANEOUS 1951 1951 1951 10774905 1951 334183 4197888 4197888 872127 610489 200589 61049 2901017 2033531 659779 207707 354788 240502 87083 27203 456786 309644 112119 35023 271902 191388 61350 19164 751461 670195 61923 19343 46789 41729 3856 1204 30889 19021 9043 2825 40079 35744 3303 1032 110501 77870 24864 7767 528654 377328 115307 36019 408143 268887 106110 33146 47332 34322 9913 3097 62317 43306 14486 4525 1185 730 347 108 39955 24603 11698 3654 SPECIFIC PROGRAM EXPENSE 230549 230549 UNITED WAY DUES 151945 93564 44485 13896 EVENT COSTS 67592 41621 19789 6182 MEMBERSHIP DUES 11054 6807 3236 1011 11582953 9549718 1549280 483955 1102012 226446 2521938 3893400 17034 35497 2315744 944288 1224767 1371456 10337529 10728903 736295 746619 15939575 17002321 856842 1004256 491048 495079 35000 25565 13467 1062890 1396357 2587790 X 6414905 5949184 8128313 8465347 14543218 14414531 15939575 17002321 X -808048 679356 5 X false true X true false X 17592646 17678889 19444575 10130287 10438771 75285168 17592646 17678889 19444575 10130287 10438771 75285168 5960871 69324297 156909 117600 243232 456663 410445 1384849 3513 3022 6535 76676552 49421 0.90410 0.95720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 10337529 972326 550064 30889 10728902 10080558 2500000 -1826771 384703 31554 10337529 6416824 2500000 1660676 26000 450772 20170 10080558 7267958 -622759 172000 56375 6416824 7349268 193604 216325 58589 7267958 1.00000 true false 281489 281489 1048511 183714 864797 341205 129794 211411 644539 630780 13759 1371456 ENDOWMENT - CF - 0285 10728903 F 10728903 11059697 679356 100758 780114 10279583 495322 495322 10774905 11188386 100758 100758 11087628 495325 495325 11582953 SCHEDULE D, PAGE 2, PART IV, LINE 2B CONTRIBUTIONS MADE TO THE ALEXIS DE TOCQUEVILLE SOCIETY WITH THE UNITED WAY THAT ARE DONOR RESTRICTED ARE FOR THE BENEFIT OF OTHER 501(C)(3) ORGANIZATIONS.THESE ARE DISBURSED PER THE DONORS' REQUEST. SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 495,322 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 495,322 ROUNDING 3 true AFRIKAN VILLAGE INSTITUTE 3520 N NEWSTEAD AVE ST LOUIS MO 63115 431809863 501 C3 14000 SEE SCH O ALCY BALL DEVELOPMENT CORP PO BOX 140276 MEMPHIS TN 38114 271427181 501 C3 12000 SEE SCH O ALLIANCE HEATHCARE SERVICES 222 UNION AVE MEMPHIS TN 38104 620841121 501 C3 134400 SEE SCH O ALPHA OMEGA VETERANS SERVICES 1183 MADISON AVE MEMPHIS TN 38104 581761468 501 C3 187272 SEE SCH O AMERICAN RED CROSS MID SOUTH CHAPT 1400 CENTRAL AVE MEMPHIS TN 38104 530196605 501 C3 147898 SEE SCH O ARC OF NORTHWEST MISSISSIPPI 6515 GOODMAN RD OLIVE BRANCH MS 38654 464985893 501 C3 29175 SEE SCH O ASSOCIATED CATHOLIC CHARITIES 1325 JEFFERSON AVE MEMPHIS TN 38104 621317811 501 C3 12718 SEE SCH O BINGHAMPTON DEVELOPMENT CORP PO BOX 111447 MEMPHIS TN 38111 200062075 501 C3 5100 SEE SCH O BOYS AND GIRLS CLUB OF MEMPHIS 44 S REMBERT ST MEMPHIS TN 38104 620646371 501 C3 266710 SEE SCH O CARPENTER ART GARDEN PO BOX 11529 MEMPHIS TN 38111 822322015 501 C3 12000 SEE SCH O CATHOLIC CHARITIES OF WEST TN 1325 JEFFERSON AVE MEMPHIS TN 38104 621317811 501 C3 67000 SEE SCH O CENTER FOR TRANSFORMING COMMUNITES 258 N MERTON ST MEMPHIS TN 38112 621769933 501 C3 10000 SEE SCH O CHILDREN AND FAMILY SERVICES PO BOX 845 COVINGTON TN 38019 621166322 501 C3 7200 SEE SCH O CHRISTIAN COMMUNITY FOUNDATION 4515 POPLAR AVE SUITE 324 MEMPHIS TN 38117 621752885 501 C3 20000 SEE SCH O CHURCH HEALTH CENTER 1210 PEABODY AVE MEMPHIS TN 38104 581716113 501 C3 5300 SEE SCH O COMMUNITY FOUNDATION OF GREATER MEM 1900 UNION AVE MEMPHIS TN 38104 581723645 501 C3 15900 SEE SCH O COMMUNITY LEGAL CENTER 243 ADAMS AVE MEMPHIS TN 38103 621558575 501 C3 8060 SEE SCH O DESOTO COUNTY FOUNDATION FOR EXCELL 316 W COMMERCE ST HERNANDO MS 38632 581927983 501 C3 13199 SEE SCH O DESOTO COUNTY LITERACY COUNCIL 2601 ELM ST HERNANDO MS 38632 581922561 501 C3 12103 SEE SCH O DEWITT COMMUNITY COALITION 905 SETTLES DR MOSCOW TN 38057 621550688 501 C3 7338 SEE SCH O EXCHANGE CLUB CARL PERKINS CENTER PO BOX 447 JACKSON TN 38302 621123112 501 C3 6637 SEE SCH O FAMILIES IN TRANSITION PO BOX 15 WEST MEMPHIS AR 72303 710793681 501 C3 5329 SEE SCH O FAMILY BIZ BUILDER 1221 BONDS RD TUNICA MS 38676 471483063 501 C3 5142 SEE SCH O FAYETTE CARES 13300 N MAIN ST SOMERVILLE TN 38068 621249662 501 C3 10406 SEE SCH O FAYETTE CO COMMISSION ON AGING 108 KAY DR SOMERVILLE TN 38068 620950766 501 C3 7965 SEE SCH O FAYETTE CO LITERACY COUNCIL 211 WEST MARKET ST SOMERVILLE TN 38068 621583753 501 C3 6255 SEE SCH O FISK UNIVERSITY 1000 17TH AVE NORTH NASHVILLE TN 37208 620202000 501 C3 10000 SEE SCH O FRAYSER COMMUNITY DEVELOPMENT 3684 N WATKINS ST MEMPHIS TN 38127 582158058 501 C3 19000 SEE SCH O FRIENDS FOR LIFE 43 N CLEVELAND AVE MEMPHIS TN 38104 621511959 501 C3 49970 SEE SCH O GIRL SCOUTS HEART OF THE SOUTH PO BOX 240246 MEMPHIS TN 38124 620502197 501 C3 35193 SEE SCH O GOODWILL HOMES COMMUNITY 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INTERVENTION & DEVE 50 PEABODY PL SUITE 400 MEMPHIS TN 38103 620479367 501 C3 25035 SEE SCH O LINCJOBLINC-LIBRARY INFORMATION CE 3030 POPLAR AVE MEMPHIS TN 38111 621590768 501 C3 58071 SEE SCH O LITERACY MID-SOUTH PO BOX 111229 MEMPHIS TN 38111 620960143 501 C3 61250 SEE SCH O MADONNA LEARNING CENTER 7007 POPLAR AVE GERMANTOWN TN 38138 620858169 501 C3 21844 SEE SCH O MEMPHIS CHILD ADVOCACY CENTER 1085 POPLAR AVE MEMPHIS TN 38105 581745787 501 C3 71990 SEE SCH O MEMPHIS CRISIS CENTER PO BOX 40068 MEMPHIS TN 38174 237193652 501 C3 94838 SEE SCH O MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVE MEMPHIS TN 38138 620481800 501 C3 61604 SEE SCH O MEMPHIS JEWISH HOME 36 BAZEBERRY RD CORDOVA TN 38018 620499939 501 C3 6213 SEE SCH O MEMPHIS ORAL SCHOOL 7901 POPLAR AVE GERMANTOWN TN 38138 620757178 501 C3 43894 SEE SCH O MEMPHIS RECOVERY CENTERS INC 219 N MONTGOMERY MEMPHIS TN 38104 237067459 501 C3 110247 SEE SCH O MEMPHIS URBAN LEAGUE 413 N CLEVLAND MEMPHIS TN 38104 620481465 501 C3 77235 SEE SCH O MERITAN 4700 POPLAR AVE SUITE 400 MEMPHIS TN 38117 620674655 501 C3 381525 SEE SCH O METHODIST HEALTHCARE FOUNDATION 1211 UNION AVE SUITE 450 MEMPHIS TN 38104 237320638 501 C3 19000 SEE SCH O METROPOLITAN INTERFAITH ASSOCIATION PO BOX 3130 MEMPHIS TN 38173 620803601 501 C3 6000 SEE SCH O MID-SOUTH FOOD BANK 239 S DUDLEY ST MEMPHIS TN 38104 621340755 501 C3 12703 SEE SCH O NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY ST MEMPHIS TN 38103 581484027 501 C3 26773 SEE SCH O OLIVE BRANCH COMMUNITY EMERGENCY FO 10947 HIGHWAY 178 OLIVE BRANCH MS 38654 640768593 501 C3 7776 SEE SCH O PORTER-LEATH CHILDREN'S CENTER 868 N MANASSAS ST MEMPHIS TN 38107 581409385 501 C3 315447 SEE SCH O PROJECT TRANSFORMATION TENNESSEE 1008 19TH AVE SOUTH NASHVILLE TN 37212 453265261 501 C3 12000 SEE SCH O RAYMOND JAMES ENDOWMENT FUND PO BOX 23559 ST PETERSBURG FL 33742 593652538 501 C3 9750 SEE SCH O SACRED HEART SOUTHERN MISSIONS 6050 HIGHWAY 161 N WALLS MS 38686 640358092 501 C3 38750 SEE SCH O SALVATION ARMY 696 JACKSON AVE MEMPHIS TN 38105 580660607 501 C3 215291 SEE SCH O SAMARITANS PO BOX 576 HORN LAKE MS 38637 640900404 501 C3 7308 SEE SCH O SEARCH DOGS SOUTH PO BOX 1440 BYHALIA MS 38611 621611491 501 C3 14866 SEE SCH O SHELBY RESIDENTIAL AND VOC SERVICE 3971 KNIGHT ARNOLD RD MEMPHIS TN 38118 620854890 501 C3 38544 SEE SCH O SOUTHEAST REGIONAL DEVELOPMENT 4600 CROMWELL AVE MEMPHIS TN 38118 621594643 501 C3 7000 SEE SCH O SOUTHWEST HUMAN RESOURCE AGENCY PO BOX 264 HENDERSON TN 38340 626050783 501 C3 7349 SEE SCH O SPECIAL OLYMPICS 1355 LYNNFIELD SUITE 273 MEMPHIS TN 38119 237348136 501 C3 15561 SEE SCH O ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PL MEMPHIS TN 38105 620646012 501 C3 10561 SEE SCH O SYNERGY TREATMENT CENTERS PO BOX 16217 MEMPHIS TN 38186 621386914 501 C3 48079 SEE SCH O TENNESSEE POISON CENTER VANDERBILT UNIV 501 OXFORD HOUSE 1 NASHVILLE TN 37232 352528741 501 C3 40511 SEE SCH O THE BADDOUR CENTER 626 BADDOUR BLVD SENATOBIA MS 38668 640578661 501 C3 10387 SEE SCH O UNITED PARENTS AND STUDENTS 1149 S HILL ST LOS ANGELES CA 90015 813413763 501 C3 12000 SEE SCH O YMCA OF MEMPHIS AND THE MID-SOUTH 6373 QUAIL HOLLOW RD SUITE 201 MEMPHIS TN 38120 620476304 501 C3 134636 SEE SCH O YOUTH VILLAGES 3320 BROTHER BLVD MEMPHIS TN 38133 581716970 501 C3 8056 SEE SCH O YWCA 6373 QUAIL HOLLOW RD MEMPHIS TN 38120 620476304 501 C3 69163 SEE SCH O 86 SCHEDULE I, PAGE 1, PART I, LINE 2 NON-PROFIT AGENCIES SUBMIT APPLICATIONS FOR PROGRAMMATIC FUNDING. ALL APPLICATIONS ARE VETTED THROUGH A GRANT REVIEW COMMITTEE PROCESS. APPLICANTS ARE RATED IN THE AREAS OF COMMUNITY NEED, PROGRAM QUALITY & DESIGN, PROGRAM RESULTS, ORGANIZATIONAL STRENGTH AND FIT WITH THE FUNDING PRIORITY. THE GRANT REVIEW COMMITTEES DEVELOP RECOMMENDATIONS FOR FUNDING THAT ARE APPROVED BY THE UNITED WAY BOARD OF DIRECTORS. ALL FUNDED ENTITIES ARE REQUIRED TO SUBMIT ANNUAL REPORTS DETAILING SERVICES PROVIDED, PEOPLE SERVED AND RESULTS OBTAINED AS WELL AS, USE OF FUNDING. X X X X X false false false false false false false false false DR KENNETH S ROBINSON PRESIDENT & CEO 298156 55149 15134 368439 GIA STOKES CFO 172274 30745 19744 222763 ANGELIA ALLEN VP STRATEGIC DEVELOP 139434 24198 7841 171473 JARVIS HARRIS VP OF IT, OPS & DATA 116451 21121 19049 156621 X ADVERTISING 2 15200 FMV X OFFICE SUPPLIES 4 26328 FMV false false false FORM 990 SCH I, PART II, COLUMN H - PURPOSE OF GRANTS- HEALTH, EDUCATION, FINANCIAL STABILITY, OR EMERGENCY ASSISTANCE. SCH D, PART V REPORTS THE TOTAL ENDOWMENT FUNDS HELD AT REGIONS BANK. IT INCLUDES BOTH RESTRICTED AND UNRESTRICTED ENDOWMENT FUNDS. FORM 990, PAGE 2, PART III, LINE 4B 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. FORM 990, PAGE 2, PART III, LINE 4C 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. FORM 990, PAGE 6, PART VI, LINE 11B AFTER THE FORM 990 IS PREPARED, MANAGEMENT REVIEWS IT AND PRESENTS IT TO THE FINANCE COMMITTEE FOR REVIEW AND ACCEPTANCE. AFTER THE FINANCE COMMITTEE HAS ACCEPTED THE DRAFT OF THE RETURN, IT IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING. THE 990 IS SUBMITTED TO VARIOUS AGENCIES INCLUDING THE STATES OF TENNESSEE AND MISSISSIPPI FOR CHARITABLE SOLICITATION REGISTRATION AND ALSO TO UNITED WAY WORLDWIDE. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, ALL EMPLOYEES AND MEMBERS OF THE BOARD ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATING THEY ARE AWARE OF THE POLICY AND THAT THEY HAVE NO KNOWN CONFLICTS. WHEN RELEVANT MATTERS ARE BEFORE THE BOARD, DISCLOSURE OF CONFLICTS OF INTEREST ARE SOUGHT AND NOTED CONTEMPORANEOUSLY, AND MEMBERS RESPOND AND ACT ACCORDINGLY. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION PERIODICALLY COLLECTS COMPENSATION DATA FROM VARIOUS COMPENSATION STUDIES THAT REFLECT THE BUDGET, SIZE, AND MARKET OF UWMS IN ORDER TO DETERMINE THE APPROPRIATE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE COMPENSATION RESULTS ARE REVIEWED BY THE BOARD FINANCE COMMITTEE AND THEN SUBMITTED TO THE BOARD EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION PERIODICALLY COLLECTS COMPENSATION DATA FROM VARIOUS COMPENSATION STUDIES THAT REFLECT THE BUDGET, SIZE, AND MARKET OF UWMS IN ORDER TO DETERMINE THE APPROPRIATE EXECUTIVE LEVEL COMPENSATION AND BENEFITS FOR OFFICERS. THE COMPENSATION RESULTS ARE REVIEWED AND APPROVED BY THE PRESIDENT AND CEO. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND GUIDESTAR.ORG FORM 990, PART XI, LINE 9 ROUNDING 5