2026-01-13T11:50:36-06:00 2025-06-30 934967814 ATA Advisory LLC 6525 N Quail Hollow Rd Ste 500 Memphis TN 38120 990 2024-07-01 561010742 UNITED WAY OF THE MID SOUTH UNIT 9014334300 1005 Tillman Street MEMPHIS TN 38112 Tomeka Wigginton President & CEO 9014334300 2026-01-13 1 0 James Brian Weber P01952559 9016841170 2026-01-13 2024 2025-03-06 01:10:19Z Tomeka Wigginton 18189254 0 X HTTP://WWW.UWMIDSOUTH.ORG X 1972 TN 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. 29 28 91 350 0 0 11861634 16542203 0 0 20641 630927 3216 1200 11885491 17174330 4176490 2864361 0 0 5325553 5534499 0 0 556886 5167691 9233574 14669734 17632434 -2784243 -458104 17051794 18058555 4270575 5318956 12781219 12739599 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. 0 0 6394918 2864361 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. 490437 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. 8637010 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. 15522365 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 91 1 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MS TN X X X Stacey Hammond 9014334371 1005 Tillman Street MEMPHIS TN 38112 Tomeka Hart Wigginton President & CEO 40.00 X X 10301 0 0 Reginald S Boyce Board Member 1.00 X 0 0 0 Kevin Bradshaw Board Member 1.00 X 0 0 0 Ben Bricken Board Member 1.00 X 0 0 0 Martia 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 Tammy Alexander-Epps 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 Evan Iverson Board Member 1.00 X 0 0 0 Mary Ann Jackson Secretary/Counsel 1.00 X 0 0 0 Melanie A Keller Board Member 1.00 X 0 0 0 Doug McGowen Board Member 1.00 X 0 0 0 David May Investment Committee 1.00 X 0 0 0 Ted Miller Board Member 1.00 X 0 0 0 Niqualus Nibley Board Member 1.00 X 0 0 0 Jeff Peterson Board Member 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 Erin Pryor Board Member 1.00 X 0 0 0 Beverly Robertson Board Member 1.00 X 0 0 0 Leticia Towns Marketing & Communic 1.00 X 0 0 0 Keith Townsend Board Member 1.00 X 0 0 0 Kevin Woods Public Policy Chair 1.00 X 0 0 0 Richard Wright Treasurer/Finance Ch 1.00 X 0 0 0 Jean Morton Board Member 1.00 X 0 0 0 John Pettey Board Member 1.00 X 0 0 0 Angelia Allen VP Strategic Develop 40.00 X 152608 0 35420 Cynthia Graham CMDO 40.00 X 145506 0 40902 Jarvis Harris VP of IT, Ops & Data 40.00 X 143947 0 46707 Carolyn McCormick Chief Marketing & Engagement 40.00 X 0 0 0 Dr Kenneth S Robinson President & CEO (former) 40.00 X 195406 0 45592 Gia Stokes CFO (former) 40.00 X 158740 0 48054 806508 0 216675 5 1 1 0 0 10117551 6424652 107201 16542203 481217 481217 1164634 1014924 149710 149710 149710 Miscellaneous 1200 1200 1200 17174330 150910 0 481217 2864361 2864361 733747 554273 136330 43144 3496204 2607272 650106 238826 386757 283682 75872 27203 595276 436628 116778 41870 322515 240055 60697 21763 5677289 5569175 79581 28533 61200 60034 858 308 29886 18294 8533 3059 684 671 10 3 410367 306304 76595 27468 519405 411868 79155 28382 472086 329493 104961 37632 56783 38962 13118 4703 63552 43604 14684 5264 119316 73038 34064 12214 124814 76403 35635 12776 Specific Program Expens 1464326 1464326 United Way Dues 143377 87766 40934 14677 Event Costs 85608 53141 23899 8568 Membership Dues 4881 3015 1373 493 17632434 15522365 1553183 556886 -15000 60213 4260997 4789791 71494 90558 3291688 1127326 1633569 2164362 10288547 10107894 812187 845737 17051794 18058555 1357241 2213595 338392 128830 1022 -5930 2573920 2908641 0 73820 4270575 5318956 X 5242404 5167234 7538815 7572365 12781219 12739599 17051794 18058555 -458104 416484 0 X 0 1 X 1 0 X 19444575 10130287 10438771 11861634 16542203 68417470 19444575 10130287 10438771 11861634 16542203 68417470 68417470 243232 456663 410445 376475 481217 1968032 3513 3022 6535 70392037 1951 0.97190 0.84240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 10288547 1047417 1198184 29886 10107894 10728902 1073830 32169 10288547 10337529 972326 550064 30889 10728902 1080558 2500000 -1826771 384703 31554 10337529 6416824 2500000 1660676 26000 450772 20170 10080558 1 0 281489 281489 1048511 237483 811028 1311324 247269 1064055 650364 642574 7790 2164362 Endowment - CF - #0285 10107894 F 10107894 Checks in Excess of Deposits 73820 73820 17199062 416489 128525 545014 16654048 520282 520282 17174330 17240681 128525 128525 17112156 520278 520278 17632434 Part IV, Line 1b: 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 donor' request. Part XI, Line 4b - Other Adjustments: Donor Designations 520,278. Rounding 4. Part XII, Line 4b - Other Adjustments: Donor Designations 520,278. 0 Alliance Heathcare Services 222 Union Ave MEMPHIS TN 38104 620841121 86356 0 See Sch O Alpha Omega Veterans Services 1183 Madison Ave MEMPHIS TN 38104 581761468 131839 0 See Sch O American Red Cross Mid South Chapt 1400 Central Ave MEMPHIS TN 38104 530196605 108213 0 See Sch O ARC of Northwest Mississippi 6515 Goodman Rd OLIVE BRANCH MS 38654 464985893 53860 0 See Sch O Associated Catholic Charities 1325 Jefferson Ave MEMPHIS TN 38104 621317811 13303 0 See Sch O Baptist Memorial Healthcare 350 N Humphreys Blvd MEMPHIS TN 38120 581544781 7500 0 See Sch O Better Men Better Families 1331 Union Ave MEMPHIS TN 38104 923246023 5500 0 See Sch O Boys and Girls Club of Memphis 44 S Rembert St MEMPHIS TN 38104 620646371 159512 0 See Sch O Catholic Charities of West TN 1325 Jefferson Ave MEMPHIS TN 38104 621317811 65600 0 See Sch O Children and Family Services PO Box 845 COVINGTON TN 38019 621166322 6220 0 See Sch O Church Health Center 1210 PEABODY AVE MEMPHIS TN 38104 581716113 10876 0 See Sch O Community Foundation of Greater Mem 1900 Union Ave MEMPHIS TN 38104 581723645 58017 0 See Sch O Desoto County Foundation for Excell 316 W Commerce St HERNANDO MS 38632 581927983 9708 0 See Sch O Exchange Club Carl Perkins Center PO Box 447 Jackson TN 38302 621123112 5590 0 See Sch O Fisk University 1000 17th Ave North NASHVILLE TN 37208 620202000 10000 0 See Sch O Friends for Life 43 N Cleveland Ave MEMPHIS TN 38104 621511959 32856 0 See Sch O Girl Scouts Heart of the South PO Box 240246 MEMPHIS TN 38124 620502197 21999 0 See Sch O Goodwill Homes Community Services PO Box 161282 MEMPHIS TN 38186 620611545 95456 0 See Sch O Grace House of Memphis Inc 329 N Bellevue MEMPHIS TN 38105 620993096 91571 0 See Sch O Harwood Center Inc 711 Jefferson Ave MEMPHIS TN 38105 621104419 8225 0 See Sch O Heal Memphis 901 3385 Airways Blvd MEMPHIS TN 38116 823670223 8000 0 See Sch O Hope House 23 S Idlewild St MEMPHIS TN 38104 621579024 82064 0 See Sch O Knowledge Quest 590 Jennette Pl MEMPHIS TN 38126 621589188 163563 0 See Sch O Latino Memphis 6041 Mt Moriah Rd Extended 16 MEMPHIS TN 38115 311694878 35308 0 See Sch O LeBonheur Early Intervention & Deve 50 Peabody Pl Suite 400 MEMPHIS TN 38103 620479367 26524 0 See Sch O LeBonheur Foundation-FedEx PO Box 41817 MEMPHIS TN 38174 621872938 6689 0 See Sch O LINCJOBLINC-Library Information Ce 3030 Poplar Ave MEMPHIS TN 38111 621590768 36424 0 See Sch O Memphis Child Advocacy Center 1085 Poplar Ave MEMPHIS TN 38105 581745787 68171 0 See Sch O Memphis Crisis Center PO Box 40068 MEMPHIS TN 38174 237193652 69575 0 See Sch O Memphis Jewish Community Center 6560 Poplar Ave MEMPHIS TN 38138 620481800 33001 0 See Sch O Memphis Oral School 7901 Poplar Ave GERMANTOWN TN 38138 620757178 21203 0 See Sch O Memphis Public Interest Law 1726 Madison Ave MEMPHIS TN 38104 454099031 127056 0 See Sch O Memphis Recovery Centers Inc 219 N Montgomery MEMPHIS TN 38104 237067459 41739 0 See Sch O Memphis Urban League 413 N Clevland MEMPHIS TN 38104 620481465 50376 0 See Sch O Memphis Zoo 2000 Prentiss Pl MEMPHIS TN 38112 237236155 10000 0 See Sch O Meritan 4700 Poplar Ave Suite 400 MEMPHIS TN 38117 620674655 237070 0 See Sch O Methodist Healthcare Foundation 1211 Union Ave Suite 450 MEMPHIS TN 38104 237320638 23311 0 See Sch O Metropolitan Interfaith Association MIFA PO Box 3130 MEMPHIS TN 38173 620803601 5500 0 See Sch O National Civil Rights Museum 450 Mulberry St MEMPHIS TN 38103 581484027 11040 0 See Sch O Olive Branch Community Emergency Food 10947 Highway 178 OLIVE BRANCH MS 38654 640768593 6365 0 See Sch O Porter-Leath Children's Center 868 N Manassas St MEMPHIS TN 38107 581409385 209552 0 See Sch O Refugee Empowerment Program 258 N Merton St MEMPHIS TN 38112 462324706 8000 0 See Sch O Sacred Heart Southern Missions 6050 Highway 161 N WALLS MS 38686 640358092 23156 0 See Sch O Salvation Army 696 Jackson Ave MEMPHIS TN 38105 580660607 138039 0 See Sch O Search Dogs South PO Box 1440 BYHALIA MS 38611 621611491 16126 0 See Sch O Shelby Residential and Voc Service 3971 Knight Arnold Rd MEMPHIS TN 38118 620854890 8000 0 See Sch O Special Olympics 1355 Lynnfield Suite 273 MEMPHIS TN 38119 237348136 11288 0 See Sch O St Jude Children's Hospital 501 St Jude Pl MEMPHIS TN 38105 620646012 10608 0 See Sch O Synergy Treatment Centers PO Box 16217 MEMPHIS TN 38186 621386914 31473 0 See Sch O Tennessee Poison Center Vanderbilt Univ 501 Oxford House 1 NASHVILLE TN 37232 352528741 26262 0 See Sch O The Baddour Center 626 Baddour Blvd SENATOBIA MS 38668 640578661 12018 0 See Sch O WKNO 7151 Cherry Farms Rd CORDOVA TN 38016 620525567 5050 0 See Sch O YMCA of Memphis and the Mid-South 6373 Quail Hollow Rd Suite 201 MEMPHIS TN 38120 620476304 89220 0 See Sch O Youth Villages 3320 Brother Blvd BARTLETT TN 38133 581716970 6006 0 See Sch O YWCA 6373 Quail Hollow Rd MEMPHIS TN 38120 620476304 44107 0 See Sch O Sch I, Part IV 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 1 0 0 0 0 0 0 0 0 Dr Kenneth S Robinson President & CEO (former) 195406 0 0 0 0 0 35962 0 9630 0 240998 0 0 0 Gia Stokes CFO (former) 158740 0 0 0 0 0 28884 0 19170 0 206794 0 0 0 Jarvis Harris VP of IT, Ops & Data 143947 0 0 0 0 0 26358 0 20349 0 190654 0 0 0 Angelia Allen VP Strategic Develop 152608 0 0 0 0 0 26520 0 8900 0 188028 0 0 0 Cynthia Graham CMDO 145506 0 0 0 0 0 26530 0 14372 0 186408 0 0 0 X Advertising- Fox 13 2 87701 Fair Market Value X Advertising- iHeart Media 1 13300 Fair Market Value X Advertising- WLOK 1 5200 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11b After the Form 990 is prepared, management reviews it and presnts 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 soliciation registration and also to United Way Worldwide. Form 990, Part VI, Section B, line 12c ANNUALLY, ALL EMPLOYEES AND MEMBERS OF THE BOARD ARE ASKED TO SIGN ACONFLICT OF INTEREST DISCLOSURE STATING THEY ARE AWARE OF THE POLICY ANDTHAT THEY HAVE NO KNOWN CONFLICTS. WHEN RELEVANT MATTERS ARE BEFORE THEBOARD, DISCLOSURE OF CONFLICTS OF INTEREST ARE SOUGHT AND NOTEDCONTEMPORANEOUSLY, AND MEMBERS RESPOND AND ACT ACCORDINGLY. Form 990, Part VI, Section B, line 15 The organization periodically collects compensation data from variouscompensation studies that reflect the budget, size, and market of UWMS inorder to determine the appropriate compensation for the President and ChiefExecutive Officer. The compensation results are reviewed by the BoardFinance Committee and then submitted to the Board Executive Committee forapproval.The organization periodically collects compensation data from variouscompensation studies that reflect the budget, size, and market of UWMS inorder to determine the appropriate executive level compensation andbenefits for officers. The compensation results are reviewed and approvedby the President and CEO. Form 990, Part VI, Section C, 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 Sch. I, Part II, Column H - Purpose of Grants Youth Opportunity, Financial Security, Healthy Community, and Community Resilience and Emergency Assistance. Sch. D, Part V Reports the total Endowment Funds held at Regions Bank. It includes both restricted and unrestricted Endowment Funds.