UNITED WAY OF THE MID SOUTH

EIN: 561010742 501(c)(3) Philanthropy & Grantmaking

MEMPHIS, TN

Total Revenue
$17,174,330
Total Expenses
$17,632,434
Total Assets
$18,058,555
Net Assets
$12,739,599
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
TN
Principal Officer
Tomeka Wigginton
Phone
9014334300
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF THE MID SOUTH, founded in 1972, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $17.2M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $6,394,918

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...

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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.

Program 2
Expenses: $490,437

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...

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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.

Program 3
Expenses: $8,637,010

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,542,203
Program Service Revenue $0
Investment Income $630,927
Other Revenue $1,200
TOTAL REVENUE $17,174,330

Expense Breakdown

Grants Paid $2,864,361
Salaries & Benefits $5,534,499
Fundraising Expenses $556,886
Program Expenses $15,522,365
Other Expenses $9,233,574
TOTAL EXPENSES $17,632,434

Year-over-Year Comparison

2024 2023 Change
Revenue $17,174,330 $11,885,491 +0.4%
Expenses $17,632,434 $14,669,734 +0.2%
Net Income $-458,104 $-2,784,243 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
29
Independent Members
28
Employees
91
Volunteers
350

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$575,391
Total Directors
31
$10,301
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tomeka Hart Wigginton President & CEO 40.00
Officer Director
$10,301 $0 $10,301
Reginald S Boyce Board Member 1.00
Director
$0 $0 $0
Kevin Bradshaw Board Member 1.00
Director
$0 $0 $0
Ben Bricken Board Member 1.00
Director
$0 $0 $0
Martia Brown Board Member 1.00
Director
$0 $0 $0
Darrell Cobbins Chairman 1.00
Director
$0 $0 $0
Reggie Crenshaw Board Member 1.00
Director
$0 $0 $0
Rebecca Cullison Board Member 1.00
Director
$0 $0 $0
John Daniel Board Member 1.00
Director
$0 $0 $0
Jon Paul Davis Board Member 1.00
Director
$0 $0 $0
Tammy Alexander-Epps Board Member 1.00
Director
$0 $0 $0
Brett Harris Board Member 1.00
Director
$0 $0 $0
Scott Hendricks Board Member 1.00
Director
$0 $0 $0
Evan Iverson Board Member 1.00
Director
$0 $0 $0
Mary Ann Jackson Secretary/Counsel 1.00
Director
$0 $0 $0
Melanie A Keller Board Member 1.00
Director
$0 $0 $0
Doug McGowen Board Member 1.00
Director
$0 $0 $0
David May Investment Committee 1.00
Director
$0 $0 $0
Ted Miller Board Member 1.00
Director
$0 $0 $0
Niqualus Nibley Board Member 1.00
Director
$0 $0 $0
Jeff Peterson Board Member 1.00
Director
$0 $0 $0
Josh Poag Board Member 1.00
Director
$0 $0 $0
Ayoka Pond Board Member 1.00
Director
$0 $0 $0
Erin Pryor Board Member 1.00
Director
$0 $0 $0
Beverly Robertson Board Member 1.00
Director
$0 $0 $0
Leticia Towns Marketing & Communic 1.00
Director
$0 $0 $0
Keith Townsend Board Member 1.00
Director
$0 $0 $0
Kevin Woods Public Policy Chair 1.00
Director
$0 $0 $0
Richard Wright Treasurer/Finance Ch 1.00
Director
$0 $0 $0
Jean Morton Board Member 1.00
Director
$0 $0 $0
John Pettey Board Member 1.00
Director
$0 $0 $0
Angelia Allen VP Strategic Develop 40.00
Officer
$152,608 $35,420 $188,028
Cynthia Graham CMDO 40.00
Officer
$145,506 $40,902 $186,408
Jarvis Harris VP of IT, Ops & Data 40.00
Officer
$143,947 $46,707 $190,654
Carolyn McCormick Chief Marketing & Engagement 40.00
Officer
$0 $0 $0
Dr Kenneth S Robinson President & CEO (former) 40.00
$195,406 $45,592 $240,998
Gia Stokes CFO (former) 40.00
$158,740 $48,054 $206,794
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $17,174,330 $17,632,434 $18,058,555 $-458,104
2024 $11,885,491 $14,669,734 $17,051,794 $-2,784,243
2023 $10,774,905 $11,582,953 $17,002,321 $-808,048
2022 $10,736,980 $11,541,479 $15,939,575 $-804,499
2021 $19,940,009 $13,095,225 $20,089,200 $6,844,784
2020 $17,907,730 $18,634,720 $13,120,964 $-726,990
2019 $17,784,903 $19,522,683 $14,673,185 $-1,737,780
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