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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.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$11.9M
Program Spending
87%
of total expenses go to program services
Total Contributions
$11.9M
Total Expenses
▼$14.7M
Total Assets
$17.1M
Total Liabilities
▼$4.3M
Net Assets
$12.8M
Officer Compensation
→$943.5K
Other Salaries
$3.2M
Investment Income
$20.6K
Fundraising
▼N/A
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $4M
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
MERITAN62-0674655 | MEMPHIS, TN | $377.6K | Cash | SEE SCH O |
PORTER-LEATH CHILDREN'S CENTER58-1409385 | MEMPHIS, TN | $331K | Cash | SEE SCH O |
BOYS AND GIRLS CLUB OF MEMPHIS62-0646371 | MEMPHIS, TN | $265K | Cash | SEE SCH O |
KNOWLEDGE QUEST62-1589188 | MEMPHIS, TN | $255.4K | Cash | SEE SCH O |
SALVATION ARMY58-0660607 | MEMPHIS, TN | $216.9K | Cash | SEE SCH O |
ALPHA OMEGA VETERANS SERVICES58-1761468 | MEMPHIS, TN | $204.1K | Cash | SEE SCH O |
AMERICAN RED CROSS MID SOUTH CHAPT53-0196605 | MEMPHIS, TN | $171.8K | Cash | SEE SCH O |
GOODWILL HOMES COMMUNITY SERVICES62-0611545 | MEMPHIS, TN | $152K | Cash | SEE SCH O |
YMCA OF MEMPHIS AND THE MID-SOUTH62-0476304 | MEMPHIS, TN | $138.1K | Cash | SEE SCH O |
ALLIANCE HEATHCARE SERVICES62-0841121 | MEMPHIS, TN | $136.8K | Cash | SEE SCH O |
GRACE HOUSE OF MEMPHIS INC62-0993096 | MEMPHIS, TN | $132.5K | Cash | SEE SCH O |
MEMPHIS RECOVERY CENTERS INC23-7067459 | MEMPHIS, TN | $111.5K | Cash | SEE SCH O |
MEMPHIS CHILD ADVOCACY CENTER58-1745787 | MEMPHIS, TN | $96.4K | Cash | SEE SCH O |
HOPE HOUSE62-1579024 | MEMPHIS, TN | $95K | Cash | SEE SCH O |
MEMPHIS CRISIS CENTER23-7193652 | MEMPHIS, TN | $86.6K | Cash | SEE SCH O |
MEMPHIS URBAN LEAGUE62-0481465 | MEMPHIS, TN | $78.5K | Cash | SEE SCH O |
YWCA62-0476304 | MEMPHIS, TN | $71K | Cash | SEE SCH O |
CATHOLIC CHARITIES OF WEST TN62-1317811 | MEMPHIS, TN | $67.4K | Cash | SEE SCH O |
KINDRED PLACE58-1502697 | MEMPHIS, TN | $62.7K | Cash | SEE SCH O |
ARC OF NORTHWEST MISSISSIPPI46-4985893 | OLIVE BRANCH, MS | $62.5K | Cash | SEE SCH O |
LATINO MEMPHIS31-1694878 | MEMPHIS, TN | $58.2K | Cash | SEE SCH O |
LINCJOBLINC-LIBRARY INFORMATION CE62-1590768 | MEMPHIS, TN | $58.2K | Cash | SEE SCH O |
FRIENDS FOR LIFE62-1511959 | MEMPHIS, TN | $52K | Cash | SEE SCH O |
MEMPHIS JEWISH COMMUNITY CENTER62-0481800 | MEMPHIS, TN | $52K | Cash | SEE SCH O |
SYNERGY TREATMENT CENTERS62-1386914 | MEMPHIS, TN | $49.1K | Cash | SEE SCH O |
TENNESSEE POISON CENTER35-2528741 | NASHVILLE, TN | $41.1K | Cash | SEE SCH O |
SACRED HEART SOUTHERN MISSIONS64-0358092 | WALLS, MS | $40.1K | Cash | SEE SCH O |
SHELBY RESIDENTIAL AND VOC SERVICE62-0854890 | MEMPHIS, TN | $39.5K | Cash | SEE SCH O |
GIRL SCOUTS HEART OF THE SOUTH62-0502197 | MEMPHIS, TN | $34.8K | Cash | SEE SCH O |
LEBONHEUR EARLY INTERVENTION & DEVE62-0479367 | MEMPHIS, TN | $34.6K | Cash | SEE SCH O |
MEMPHIS ORAL SCHOOL62-0757178 | GERMANTOWN, TN | $30.7K | Cash | SEE SCH O |
FRAYSER COMMUNITY DEVELOPMENT58-2158058 | MEMPHIS, TN | $19K | Cash | SEE SCH O |
SEARCH DOGS SOUTH62-1611491 | BYHALIA, MS | $18.4K | Cash | SEE SCH O |
SPECIAL OLYMPICS23-7348136 | MEMPHIS, TN | $17.1K | Cash | SEE SCH O |
NATIONAL CIVIL RIGHTS MUSEUM58-1484027 | MEMPHIS, TN | $17K | Cash | SEE SCH O |
DESOTO COUNTY FOUNDATION FOR EXCELL58-1927983 | HERNANDO, MS | $15.4K | Cash | SEE SCH O |
ASSOCIATED CATHOLIC CHARITIES62-1317811 | MEMPHIS, TN | $14.1K | Cash | SEE SCH O |
METHODIST HEALTHCARE FOUNDATION23-7320638 | MEMPHIS, TN | $12.8K | Cash | SEE SCH O |
DESOTO COUNTY LITERACY COUNCIL58-1922561 | HERNANDO, MS | $12.6K | Cash | SEE SCH O |
HARWOOD CENTER INC62-1104419 | MEMPHIS, TN | $11.8K | Cash | SEE SCH O |
CHILDREN AND FAMILY SERVICES62-1166322 | COVINGTON, TN | $11.3K | Cash | SEE SCH O |
OLIVE BRANCH COMMUNITY EMERGENCY FO64-0768593 | OLIVE BRANCH, MS | $11.1K | Cash | SEE SCH O |
COMMUNITY FOUNDATION OF GREATER MEM58-1723645 | MEMPHIS, TN | $10.5K | Cash | SEE SCH O |
FISK UNIVERSITY62-0202000 | NASHVILLE, TN | $10K | Cash | SEE SCH O |
CHURCH HEALTH CENTER58-1716113 | MEMPHIS, TN | $10K | Cash | SEE SCH O |
SAMARITANS64-0900404 | HORN LAKE, MS | $9,758 | Cash | SEE SCH O |
FAYETTE CARES62-1249662 | SOMERVILLE, TN | $9,611 | Cash | SEE SCH O |
ST JUDE CHILDREN'S HOSPITAL62-0646012 | MEMPHIS, TN | $9,468 | Cash | SEE SCH O |
MUSTARD SEED33-1016865 | MEMPHIS, TN | $9,000 | Cash | SEE SCH O |
EXCHANGE CLUB CARL PERKINS CENTER62-1123112 | JACKSON, TN | $8,732 | Cash | SEE SCH O |
MEMPHIS JEWISH HOME62-0499939 | CORDOVA, TN | $8,489 | Cash | SEE SCH O |
THE BADDOUR CENTER64-0578661 | SENATOBIA, MS | $8,432 | Cash | SEE SCH O |
ALCY BALL DEVELOPMENT CORP27-1427181 | MEMPHIS, TN | $8,000 | Cash | SEE SCH O |
HEAL MEMPHIS 90182-3670223 | MEMPHIS, TN | $8,000 | Cash | SEE SCH O |
CARPENTER ART GARDEN82-2322015 | MEMPHIS, TN | $8,000 | Cash | SEE SCH O |
DEWITT COMMUNITY COALITION62-1550688 | MOSCOW, TN | $7,573 | Cash | SEE SCH O |
FAYETTE CO COMMISSION ON AGING62-0950766 | SOMERVILLE, TN | $7,430 | Cash | SEE SCH O |
REFUGEE EMPOWERMENT PROGRAM46-2324706 | MEMPHIS, TN | $7,000 | Cash | SEE SCH O |
LAGOSHEN FAMILY LIFE CENTER62-1824374 | ROSSVILLE, TN | $6,820 | Cash | SEE SCH O |
FAYETTE CO LITERACY COUNCIL62-1583753 | SOMERVILLE, TN | $6,529 | Cash | SEE SCH O |
PROJECT TRANSFORMATION TENNESSEE45-3265261 | NASHVILLE, TN | $6,500 | Cash | SEE SCH O |
HISTORIC DESOTO FOUNDATION64-0688913 | HERNANDO, MS | $6,268 | Cash | SEE SCH O |
METROPOLITAN INTERFAITH ASSOCIATION62-0803601 | MEMPHIS, TN | $5,500 | Cash | SEE SCH O |
BAPTIST MEMORIAL HEALTHCARE58-1544781 | MEMPHIS, TN | $5,500 | Cash | SEE SCH O |
LEBONHEUR FOUNDATION-FEDEX62-1872938 | MEMPHIS, TN | $5,385 | Cash | SEE SCH O |
MADONNA LEARNING CENTER62-0858169 | GERMANTOWN, TN | $5,081 | Cash | SEE SCH O |
WKNO62-0525567 | CORDOVA, TN | $5,058 | Cash | SEE SCH O |
| Total | $4M | |||
MEMPHIS, TN
$377.6K
MEMPHIS, TN
$331K
MEMPHIS, TN
$265K
MEMPHIS, TN
$255.4K
MEMPHIS, TN
$216.9K
MEMPHIS, TN
$204.1K
MEMPHIS, TN
$171.8K
MEMPHIS, TN
$152K
MEMPHIS, TN
$138.1K
MEMPHIS, TN
$136.8K
MEMPHIS, TN
$132.5K
MEMPHIS, TN
$111.5K
MEMPHIS, TN
$96.4K
MEMPHIS, TN
$95K
MEMPHIS, TN
$86.6K
MEMPHIS, TN
$78.5K
MEMPHIS, TN
$71K
MEMPHIS, TN
$67.4K
MEMPHIS, TN
$62.7K
OLIVE BRANCH, MS
$62.5K
MEMPHIS, TN
$58.2K
MEMPHIS, TN
$58.2K
MEMPHIS, TN
$52K
MEMPHIS, TN
$52K
MEMPHIS, TN
$49.1K
NASHVILLE, TN
$41.1K
SACRED HEART SOUTHERN MISSIONS
WALLS, MS
$40.1K
MEMPHIS, TN
$39.5K
MEMPHIS, TN
$34.8K
MEMPHIS, TN
$34.6K
GERMANTOWN, TN
$30.7K
MEMPHIS, TN
$19K
BYHALIA, MS
$18.4K
MEMPHIS, TN
$17.1K
MEMPHIS, TN
$17K
HERNANDO, MS
$15.4K
MEMPHIS, TN
$14.1K
MEMPHIS, TN
$12.8K
HERNANDO, MS
$12.6K
MEMPHIS, TN
$11.8K
COVINGTON, TN
$11.3K
OLIVE BRANCH, MS
$11.1K
MEMPHIS, TN
$10.5K
NASHVILLE, TN
$10K
MEMPHIS, TN
$10K
HORN LAKE, MS
$9,758
SOMERVILLE, TN
$9,611
MEMPHIS, TN
$9,468
MEMPHIS, TN
$9,000
JACKSON, TN
$8,732
CORDOVA, TN
$8,489
SENATOBIA, MS
$8,432
MEMPHIS, TN
$8,000
HEAL MEMPHIS 901
MEMPHIS, TN
$8,000
CARPENTER ART GARDEN
MEMPHIS, TN
$8,000
MOSCOW, TN
$7,573
SOMERVILLE, TN
$7,430
MEMPHIS, TN
$7,000
ROSSVILLE, TN
$6,820
SOMERVILLE, TN
$6,529
NASHVILLE, TN
$6,500
HERNANDO, MS
$6,268
MEMPHIS, TN
$5,500
MEMPHIS, TN
$5,500
MEMPHIS, TN
$5,385
GERMANTOWN, TN
$5,081
CORDOVA, TN
$5,058
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$2.6M
Awards Found
16
Department of the Treasury
$349.8K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$349.8K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$343.5K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$231.4K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$222K
UNITED WAY OF THE MID-SOUTH'S FREE TAX PREPARATION PARTNERSHIP
Department of the Treasury
$215.7K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$162.3K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$147K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$78.5K
UNITED WAY OF THE MID-SOUTH VITA TAX ASSISTANCE & EITC INITIATIVE: UNITED WAY OF THE MID-SOUTH'S GOAL IS THE INCREASE USE OF VITA PROMOTE EITC AND E
Department of the Treasury
$78K
UNITED WAY OF THE MID-SOUTH VITA TAX ASSISTANCE & EITC INITIATIVE: UNITED WAY OF THE MID-SOUTH'S GOAL IS THE INCREASE USE OF VITA PROMOTE EITC AND E
Department of the Treasury
$77.8K
VITA TAX ASSISTANCE & EITC INITIATIVE
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
4
Clean Audits
3
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Minor Findings | Unmodified (Clean) | $9.7M | Yes | 2026-01-30 |
| 2024 | Clean | Unmodified (Clean) | $5.7M | No | 2024-12-13 |
| 2023 | Clean | Unmodified (Clean) | $1.6M | No | 2024-02-16 |
| 2021 | Clean | Unmodified (Clean) | $1.1M | No | 2021-12-14 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$5.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.6M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.1M
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024 | $11.9M | $11.9M | $14.7M | $17.1M | $12.8M |
| 2023IRS e-File | $11.9M | $11.9M | $14.7M | $17.1M | $12.8M |
| 2022IRS e-File | $10.8M | $10.4M | $11.6M | $17M | $14.4M |
| 2021 | $19.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Dr Kenneth S Robinson | President & | 40 | $298.9K | $0 | $65K | $363.9K |
| Gia Stokes | CFO | 40 | $180.4K | $0 | $48.7K | $229.1K |
| Angelia Allen | VP Strategic | 40 | $151.3K | $0 | $36K | $187.3K |
| Jarvis Harris | VP Of It, Op | 40 | $129.9K | $0 | $39.1K | $169.1K |
| Cynthia Graham | Cmdo | 40 | $145K | $0 | $16.3K | $161.3K |
Dr Kenneth S Robinson
President &
$363.9K
Hrs/Wk
40
Compensation
$298.9K
Related Orgs
$0
Other
$65K
Gia Stokes
CFO
$229.1K
Hrs/Wk
40
Compensation
$180.4K
Related Orgs
$0
Other
$48.7K
Angelia Allen
VP Strategic
$187.3K
Hrs/Wk
40
Compensation
$151.3K
Related Orgs
$0
Other
$36K
Jarvis Harris
VP Of It, Op
$169.1K
Hrs/Wk
40
Compensation
$129.9K
Related Orgs
$0
Other
$39.1K
Cynthia Graham
Cmdo
$161.3K
Hrs/Wk
40
Compensation
$145K
Related Orgs
$0
Other
$16.3K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ayoka Pond | Board Member | 1 | $0 | $0 | $0 | $0 |
| Beverly Robertson | Board Member | 1 | $0 | $0 | $0 | $0 |
| Brett Harris | Board Member | 1 | $0 | $0 | $0 | $0 |
| Darrell Cobbins | Chairman | 1 | $0 | $0 | $0 | $0 |
| David May | Investment C | 1 | $0 | $0 | $0 | $0 |
| Doug Mcgowen | Board Member |
Ayoka Pond
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Beverly Robertson
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Brett Harris
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $19.4M |
| $13.1M |
| $20.1M |
| $17.9M |
| 2020 | $17.9M | $17.7M | $18.6M | $13.1M | $9.8M |
| 2019 | $17.8M | $17.6M | $19.5M | $14.7M | $11M |
| 2018 | $18M | $17.5M | $18.5M | $15.1M | $12.7M |
| 2017 | $20.5M | $20.3M | $20.3M | $15.8M | $13.2M |
| 2016 | $20.1M | $19.7M | $20.8M | $14.9M | $12.4M |
| 2015 | $20.7M | $19.8M | $22.7M | $16.2M | $13.6M |
| 2014 | $22.2M | $21.2M | $23.8M | $18.4M | $16.3M |
| 2013 | $25.1M | $24.5M | $24.8M | $19.7M | $17.4M |
| 2012 | $3M | $2.7M | $11.6M | $19M | $16.7M |
| 2011 | $27.2M | $26.5M | $25.5M | $28.2M | $25M |
| 2022 | 990 | Data |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Erin Pryor | Board Member | 1 | $0 | $0 | $0 | $0 |
| Evan Iverson | Board Member | 1 | $0 | $0 | $0 | $0 |
| Jean M Morton | Uwms Board C | 1 | $0 | $0 | $0 | $0 |
| Jeff Peterson | Board Member | 1 | $0 | $0 | $0 | $0 |
| John Daniel | Board Member | 1 | $0 | $0 | $0 | $0 |
| John Pettey | Tocqueville | 1 | $0 | $0 | $0 | $0 |
| Jon Paul Davis | Board Member | 1 | $0 | $0 | $0 | $0 |
| Josh Poag | Board Member | 1 | $0 | $0 | $0 | $0 |
| Keith Townsend | Board Member | 1 | $0 | $0 | $0 | $0 |
| Kevin Bradshaw | Board Member | 1 | $0 | $0 | $0 | $0 |
| Kevin Woods | Public Polic | 1 | $0 | $0 | $0 | $0 |
| Leticia Towns | Marketing & | 1 | $0 | $0 | $0 | $0 |
| Martia Brown | Board Member | 1 | $0 | $0 | $0 | $0 |
| Mary Ann Jackson | Secretary/co | 1 | $0 | $0 | $0 | $0 |
| Melanieakeller | Board Member | 1 | $0 | $0 | $0 | $0 |
| Niqualus Nibley | Board Member | 1 | $0 | $0 | $0 | $0 |
| Rebecca Cullison | Board Member | 1 | $0 | $0 | $0 | $0 |
| Reggie Crenshaw | Board Member | 1 | $0 | $0 | $0 | $0 |
| Richard Wright | Treasurer/fi | 1 | $0 | $0 | $0 | $0 |
| Scott Hendricks | Board Member | 1 | $0 | $0 | $0 | $0 |
| Tammy Alexander-Epps | Board Member | 1 | $0 | $0 | $0 | $0 |
Darrell Cobbins
Chairman
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
David May
Investment C
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Doug Mcgowen
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Erin Pryor
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Evan Iverson
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jean M Morton
Uwms Board C
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jeff Peterson
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Daniel
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Pettey
Tocqueville
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jon Paul Davis
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Josh Poag
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Keith Townsend
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Bradshaw
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Woods
Public Polic
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Leticia Towns
Marketing &
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Martia Brown
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mary Ann Jackson
Secretary/co
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Melanieakeller
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Niqualus Nibley
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rebecca Cullison
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Reggie Crenshaw
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard Wright
Treasurer/fi
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Scott Hendricks
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Tammy Alexander-Epps
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0