2024-11-22T09:52:35-05:00 2024-06-30 621110839 ATA PLLC 6525 N QUAIL HOLLOW SUITE 500 MEMPHIS TN 38120 990 2023-07-01 561010742 UNITED WAY OF THE MID SOUTH UNIT 9014334300 1005 TILLMAN STREET MEMPHIS TN 38112 DARRELL COBBINS CHAIRMAN 9014334300 2024-11-20 true false J SCHIFANI P00316248 9016841170 2024-11-20 2023 2024-10-15 13:58:12Z DR KENNETH S ROBINSON 1005 TILLMAN STREET MEMPHIS TN 38112 13755511 false 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 HAS FUNDED AGENCIES AND PROGRAMS THAT ADDRESS YOUTH OPPORTUNITY, FINANCIAL SECURITY, HEALTHY COMMUNITY, AND COMMUNITY RESILIENCE. OUR MISSION-DRIVEN GRANTMAKING SUPPORTS THE EFFORT TO HELP MID-SOUTHERNERS IMPROVE THEIR SOCIAL AND FINANCIAL MOBILITY. UNITED WAY OFFERS FUNDERS, COLLABORATORS, PARTNERS, DONORS, AND VOLUNTEERS THE ABILITY TO SUPPORT MID-SOUTH COMMUNITIES THROUGH THEIR FINANCIAL CONTRIBUTION AND THEIR COMMITMENT TO ENGAGEMENT, ADVOCACY, AND VOLUNTEERISM. 27 26 96 351 0 10438771 11861634 0 334183 20641 1951 3216 10774905 11885491 4197888 4176490 0 4856620 5325553 0 455813 2528445 5167691 11582953 14669734 -808048 -2784243 17002321 17051794 2587790 4270575 14414531 12781219 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 9157512 4176490 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. 758771 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 6/30/2024, OVER 9,300 RETURNS WERE FILED SERVING MORE THAN 13,000 INDIVIDUALS. CLIENTS SAVED OVER 2 MILLION IN ESTIMATED REFUND COSTS AND RECEIVED OVER 11 MILLION IN REFUNDS. 2857500 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. 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. 12773783 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 false false false false false false false false false true 27 0 false 96 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 298938 0 64966 GIA STOKES CFO 40.00 X 180388 0 48717 ANGELIA ALLEN VP STRATEGIC 40.00 X 151320 0 36009 CYNTHIA GRAHAM CMDO 40.00 X 145009 0 16310 JARVIS HARRIS VP OF IT, OP 40.00 X 129938 0 39120 KEVIN BRADSHAW BOARD MEMBER 1.00 X 0 0 0 DARRELL COBBINS CHAIRMAN 1.00 X 0 0 0 MARTIA BROWN BOARD MEMBER 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/CO 1.00 X 0 0 0 MELANIEAKELLER BOARD MEMBER 1.00 X 0 0 0 DOUG MCGOWEN BOARD MEMBER 1.00 X 0 0 0 DAVID MAY INVESTMENT C 1.00 X 0 0 0 JEAN M MORTON UWMS BOARD C 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 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 ERIN PRYOR 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 905593 205122 5 false true false 5763343 6098291 17088 11861634 376475 376475 1514186 1870020 -355834 -355834 -355834 MISCELLANEOUS 3216 3216 3216 11885491 -352618 376475 4176490 4176490 943510 712728 175304 55478 3160153 2387279 587058 185816 403335 289814 86229 27292 520429 373950 111263 35216 298126 225144 55436 17546 2964074 2898999 49430 15645 59310 58008 989 313 32169 19873 9340 2956 79189 77450 1321 418 221607 172513 37291 11803 489547 386567 78222 24758 456593 313092 109002 34499 55962 41043 11333 3586 119472 108306 8482 2684 25944 16027 7533 2384 58225 35969 16905 5351 SPECIFIC PROGRAM EXPENSE 277847 277847 EVENT COSTS 199176 123255 57668 18253 UNITED WAY DUES 125612 77598 36471 11543 MEMBERSHIP DUES 2964 1831 861 272 14669734 12773783 1440138 455813 226446 -15000 3893400 4260997 35497 71494 2636082 1002513 1371456 1633569 10728903 10288547 746619 812187 17002321 17051794 1004256 1357241 495079 338392 25565 1022 1062890 2573920 2587790 4270575 X 5949184 5242404 8465347 7538815 14414531 12781219 17002321 17051794 X -2784243 1150927 4 X false true X true false X 17678889 19444575 10130287 10438771 11861634 69554156 17678889 19444575 10130287 10438771 11861634 69554156 9605516 59948640 117600 243232 456663 410445 376475 1604415 3513 3022 6535 71165106 28212 0.84240 0.90410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 10728902 1073830 32169 10288547 10337529 972326 550064 30889 10728902 10080558 2500000 -1826771 384703 31554 10337529 6416824 2500000 1660676 26000 450772 20170 10080558 7267958 -622759 172000 56375 6416824 1.00000 true false 281489 281489 1048511 210599 837912 628070 152948 475122 678012 638966 39046 1633569 ENDOWMENT - CF - 0285 10288547 F 10288547 12638535 1150927 91875 1242802 11395733 489758 489758 11885491 14271847 91875 91875 14179972 489762 489762 14669734 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 489,761 ROUNDING -3 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 489,761 ROUNDING 1 true ALCY BALL DEVELOPMENT CORP PO BOX 140276 MEMPHIS TN 38114 271427181 501 C3 8000 SEE SCH O ALLIANCE HEATHCARE SERVICES 222 UNION AVE MEMPHIS TN 38104 620841121 501 C3 136806 SEE SCH O ALPHA OMEGA VETERANS SERVICES 1183 MADISON AVE MEMPHIS TN 38104 581761468 501 C3 204104 SEE SCH O AMERICAN RED CROSS MID SOUTH CHAPT 1400 CENTRAL AVE MEMPHIS TN 38104 530196605 501 C3 171758 SEE SCH O ARC OF NORTHWEST MISSISSIPPI 6515 GOODMAN RD OLIVE BRANCH MS 38654 464985893 501 C3 62467 SEE SCH O ASSOCIATED CATHOLIC CHARITIES 1325 JEFFERSON AVE MEMPHIS TN 38104 621317811 501 C3 14052 SEE SCH O BAPTIST MEMORIAL HEALTHCARE 350 N HUMPHREYS BLVD MEMPHIS TN 38120 581544781 5500 SEE SCH O BOYS AND GIRLS CLUB OF MEMPHIS 44 S REMBERT ST MEMPHIS TN 38104 620646371 501 C3 265044 SEE SCH O CARPENTER ART GARDEN PO BOX 11529 MEMPHIS TN 38111 822322015 501 C3 8000 SEE SCH O CATHOLIC CHARITIES OF WEST TN 1325 JEFFERSON AVE MEMPHIS TN 38104 621317811 501 C3 67404 SEE SCH O CHILDREN AND FAMILY SERVICES PO BOX 845 COVINGTON TN 38019 621166322 501 C3 11268 SEE SCH O CHURCH HEALTH CENTER 1210 PEABODY AVE MEMPHIS TN 38104 581716113 501 C3 10000 SEE SCH O COMMUNITY FOUNDATION OF GREATER MEM 1900 UNION AVE MEMPHIS TN 38104 581723645 501 C3 10500 SEE SCH O DESOTO COUNTY FOUNDATION FOR EXCELL 316 W COMMERCE ST HERNANDO MS 38632 581927983 501 C3 15396 SEE SCH O DESOTO COUNTY LITERACY COUNCIL 2601 ELM ST HERNANDO MS 38632 581922561 501 C3 12647 SEE SCH O DEWITT COMMUNITY COALITION 905 SETTLES DR MOSCOW TN 38057 621550688 501 C3 7573 SEE SCH O EXCHANGE CLUB CARL PERKINS CENTER PO BOX 447 JACKSON TN 38302 621123112 501 C3 8732 SEE SCH O FAYETTE CARES 13300 N MAIN ST SOMERVILLE TN 38068 621249662 501 C3 9611 SEE SCH O FAYETTE CO COMMISSION ON AGING 108 KAY DR SOMERVILLE TN 38068 620950766 501 C3 7430 SEE SCH O FAYETTE CO LITERACY COUNCIL 211 WEST MARKET ST SOMERVILLE TN 38068 621583753 501 C3 6529 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 52018 SEE SCH O GIRL SCOUTS HEART OF THE SOUTH PO BOX 240246 MEMPHIS TN 38124 620502197 501 C3 34817 SEE SCH O GOODWILL HOMES COMMUNITY SERVICES PO BOX 161282 MEMPHIS TN 38186 620611545 501 C3 152000 SEE SCH O GRACE HOUSE OF MEMPHIS INC 329 N BELLEVUE MEMPHIS TN 38105 620993096 501 C3 132469 SEE SCH O HARWOOD CENTER INC 711 JEFFERSON AVE MEMPHIS TN 38105 621104419 501 C3 11770 SEE SCH O HEAL MEMPHIS 901 3385 AIRWAYS BLVD MEMPHIS TN 38116 823670223 501 C3 8000 SEE SCH O HISTORIC DESOTO FOUNDATION 111 E COMMERCE ST HERNANDO MS 38632 640688913 501 C3 6268 SEE SCH O HOPE HOUSE 23 S IDLEWILD ST MEMPHIS TN 38104 621579024 501 C3 94995 SEE SCH O KINDRED PLACE 2180 UNION AVE MEMPHIS TN 38104 581502697 501 C3 62673 SEE SCH O KNOWLEDGE QUEST 590 JENNETTE PL MEMPHIS TN 38126 621589188 501 C3 255401 SEE SCH O LAGOSHEN FAMILY LIFE CENTER PO BOX 386 ROSSVILLE TN 38066 621824374 501 C3 6820 SEE SCH O LATINO MEMPHIS 6041 MT MORIAH RD EXTENDED 16 MEMPHIS TN 38115 311694878 501 C3 58245 SEE SCH O LEBONHEUR EARLY INTERVENTION & DEVE 50 PEABODY PL SUITE 400 MEMPHIS TN 38103 620479367 501 C3 34562 SEE SCH O LEBONHEUR FOUNDATION-FEDEX PO BOX 41817 MEMPHIS TN 38174 621872938 501 C3 5385 SEE SCH O LINCJOBLINC-LIBRARY INFORMATION CE 3030 POPLAR AVE MEMPHIS TN 38111 621590768 501 C3 58178 SEE SCH O MADONNA LEARNING CENTER 7007 POPLAR AVE GERMANTOWN TN 38138 620858169 501 C3 5081 SEE SCH O MEMPHIS CHILD ADVOCACY CENTER 1085 POPLAR AVE MEMPHIS TN 38105 581745787 501 C3 96364 SEE SCH O MEMPHIS CRISIS CENTER PO BOX 40068 MEMPHIS TN 38174 237193652 501 C3 86557 SEE SCH O MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVE MEMPHIS TN 38138 620481800 501 C3 52002 SEE SCH O MEMPHIS JEWISH HOME 36 BAZEBERRY RD CORDOVA TN 38018 620499939 501 C3 8489 SEE SCH O MEMPHIS ORAL SCHOOL 7901 POPLAR AVE GERMANTOWN TN 38138 620757178 501 C3 30700 SEE SCH O MEMPHIS RECOVERY CENTERS INC 219 N MONTGOMERY MEMPHIS TN 38104 237067459 501 C3 111471 SEE SCH O MEMPHIS URBAN LEAGUE 413 N CLEVLAND MEMPHIS TN 38104 620481465 501 C3 78546 SEE SCH O MERITAN 4700 POPLAR AVE SUITE 400 MEMPHIS TN 38117 620674655 501 C3 377556 SEE SCH O METHODIST HEALTHCARE FOUNDATION 1211 UNION AVE SUITE 450 MEMPHIS TN 38104 237320638 501 C3 12844 SEE SCH O METROPOLITAN INTERFAITH ASSOCIATION PO BOX 3130 MEMPHIS TN 38173 620803601 501 C3 5500 SEE SCH O MUSTARD SEED 653 MISSISSIPPI BLVD MEMPHIS TN 38126 331016865 501 C3 9000 SEE SCH O NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY ST MEMPHIS TN 38103 581484027 501 C3 17001 SEE SCH O OLIVE BRANCH COMMUNITY EMERGENCY FO 10947 HIGHWAY 178 OLIVE BRANCH MS 38654 640768593 501 C3 11096 SEE SCH O PORTER-LEATH CHILDREN'S CENTER 868 N MANASSAS ST MEMPHIS TN 38107 581409385 501 C3 331012 SEE SCH O PROJECT TRANSFORMATION TENNESSEE 1008 19TH AVE SOUTH NASHVILLE TN 37212 453265261 501 C3 6500 SEE SCH O REFUGEE EMPOWERMENT PROGRAM 258 N MERTON ST MEMPHIS TN 38112 462324706 501 C3 7000 SEE SCH O SACRED HEART SOUTHERN MISSIONS 6050 HIGHWAY 161 N WALLS MS 38686 640358092 501 C3 40148 SEE SCH O SALVATION ARMY 696 JACKSON AVE MEMPHIS TN 38105 580660607 501 C3 216927 SEE SCH O SAMARITANS PO BOX 576 HORN LAKE MS 38637 640900404 501 C3 9758 SEE SCH O SEARCH DOGS SOUTH PO BOX 1440 BYHALIA MS 38611 621611491 501 C3 18427 SEE SCH O SHELBY RESIDENTIAL AND VOC SERVICE 3971 KNIGHT ARNOLD RD MEMPHIS TN 38118 620854890 501 C3 39452 SEE SCH O SPECIAL OLYMPICS 1355 LYNNFIELD SUITE 273 MEMPHIS TN 38119 237348136 501 C3 17082 SEE SCH O ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PL MEMPHIS TN 38105 620646012 501 C3 9468 SEE SCH O SYNERGY TREATMENT CENTERS PO BOX 16217 MEMPHIS TN 38186 621386914 501 C3 49115 SEE SCH O TENNESSEE POISON CENTER VANDERBILT UNIV 501 OXFORD HOUSE 1 NASHVILLE TN 37232 352528741 501 C3 41072 SEE SCH O THE BADDOUR CENTER 626 BADDOUR BLVD SENATOBIA MS 38668 640578661 501 C3 8432 SEE SCH O WKNO 7151 CHERRY FARMS RD CORDOVA TN 38016 620525567 501 C3 5058 SEE SCH O YMCA OF MEMPHIS AND THE MID-SOUTH 6373 QUAIL HOLLOW RD SUITE 201 MEMPHIS TN 38120 620476304 501 C3 138115 SEE SCH O YWCA 6373 QUAIL HOLLOW RD MEMPHIS TN 38120 620476304 501 C3 70986 SEE SCH O 71 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 298938 51482 13484 363904 GIA STOKES CFO 180388 30748 17969 229105 ANGELIA ALLEN VP STRATEGIC DEVELOP 151320 28480 7529 187329 CYNTHIA GRAHAM CMDO 145009 6077 10233 161319 JARVIS HARRIS VP OF IT, OPS & DATA 129938 22681 16439 169058 FORM 990 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. FORM 990, PAGE 2, PART III, LINE 4B 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 6/30/2024, OVER 9,300 RETURNS WERE FILED SERVING MORE THAN 13,000 INDIVIDUALS. CLIENTS SAVED OVER 2 MILLION IN ESTIMATED REFUND COSTS AND RECEIVED OVER 11 MILLION IN REFUNDS. FORM 990, PAGE 2, PART III, LINE 4C 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. 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 DONOR DESIGNATIONS -489,761 ROUNDING 3 DONOR DESIGNATIONS 489,761 ROUNDING 1 ROUNDING 0 TOTAL 4