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Nonprofiteer
← HEART OF FLORIDA UNITED WAY

Form 990 for tax year 2023

Filed by HEART OF FLORIDA UNITED WAY.

Totals

Total revenue
$21,817,934
Total expenses
$23,620,161
Contributions and grants received
$19,760,757
Grants paid
$7,466,773
Program service revenue
$707,163
Investment income
$1,241,143
Other revenue
$108,871
Total assets, end of year
$50,224,464
Total liabilities, end of year
$6,703,052
Net assets or fund balances, end of year
$43,521,412
Program services expenses (Part IX)
$19,510,780
Management and general expenses
$2,527,829
Fundraising expenses
$1,581,552
Program service expenses (Part III)
$19,510,780

Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TRACEY D POWELL

    CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • JAMES TOSCANO ESQ

    SECRETARY

    Total calculated
    $0
    Hours/week
    2.5

  • STEPHANIE GARDNER

    TREASURER

    Total calculated
    $0
    Hours/week
    2.5

  • HOPE NEWSOME ESQ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • JIM ADAMCZYK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • LYSA BARBANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • NICOLLA BINFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • GRACE S CHEHANSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JAY DARULLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JOHN F DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • HEIDI DEBENEDETTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • DONNA DYSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • EDDY ELGUEZABAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • STEPHANIE GARRIS ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • TODD GOODMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • CHAR JORDAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • GEORGIA LORENZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • MARIE MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • MARITZA MARTINEZ-GUERRERO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • PETER MEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • ATTILA MISZTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • MICHAEL MUELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JOHN MYERS IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • PHIL NIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • GABY ORTIGONI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • MICHAEL PATTILLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • TAMMY PAYCER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JOHN PISAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • ORLANDO ROLON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • DAVID RUIZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JOHN SOAPES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • ED TIMBERLAKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • ANNETTA WILSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • CHAD WILSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • BILL WILSON ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • JEFFERY HAYWARD

    PRESIDENT & CEO

    Total calculated
    $453,400
    From this org
    $410,041
    From related orgs
    $0
    Other
    $43,359
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $316,893
    Bonus
    $81,148
    Other
    $12,000
    Deferred
    $16,500
    Nontaxable benefits
    $26,859
    Filer's total
    $453,400

  • JILL GREVI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $290,505
    From this org
    $258,119
    From related orgs
    $0
    Other
    $32,386
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $236,119
    Bonus
    $22,000
    Other
    $0
    Deferred
    $12,906
    Nontaxable benefits
    $19,480
    Filer's total
    $290,505

  • GRACIELA NORIEGA JACOBY

    CHIEF OPERATING OFFICER

    Total calculated
    $282,666
    From this org
    $252,253
    From related orgs
    $0
    Other
    $30,413
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $230,753
    Bonus
    $21,500
    Other
    $0
    Deferred
    $12,613
    Nontaxable benefits
    $17,800
    Filer's total
    $282,666

  • RAYMOND LARSEN

    SR. VP COMMUNITY IMPACT

    Total calculated
    $173,032
    From this org
    $139,320
    From related orgs
    $0
    Other
    $33,712
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,320
    Bonus
    $0
    Other
    $0
    Deferred
    $6,966
    Nontaxable benefits
    $26,746
    Filer's total
    $173,032

  • ASHLEY BLASEWITZ

    SR. VP COMMS & EXTERNAL RELATIONS

    Total calculated
    $163,512
    From this org
    $139,191
    From related orgs
    $0
    Other
    $24,321
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,191
    Bonus
    $0
    Other
    $0
    Deferred
    $6,960
    Nontaxable benefits
    $17,361
    Filer's total
    $163,512

  • CAROLYN SHERMER

    SR. VP TECHNOLOGY

    Total calculated
    $149,856
    From this org
    $134,001
    From related orgs
    $0
    Other
    $15,855
    Hours/week
    50

  • JONATHON ADLER

    SR. VP HUMAN RESOURCES

    Total calculated
    $139,696
    From this org
    $127,308
    From related orgs
    $0
    Other
    $12,388
    Hours/week
    50

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
PRIVATE CLUB DUES ARE PAID AS A NON-TAXABLE BENEFIT FOR THE PRESIDENT & CEO TO ELEVATE AND ENHANCE CURRENT AND PROSPECTIVE BUSINESS CONNECTIONS TO INCREASE PHILANTHROPIC GIVING.
PART I, LINE 5
AN INCENTIVE COMPENSATION PAYOUT FOR THE PRESIDENT & CEO, CFO, AND COO IS BASED UPON ACHIEVEMENT OF ANNUAL PERFORMANCE METRICS.
PART I, LINE 7
AN INCENTIVE COMPENSATION PAYOUT FOR THE PRESIDENT & CEO IS BASED UPON ACHIEVEMENT OF ANNUAL PERFORMANCE METRICS DETERMINED BY THE COMPENSATION COMMITTEE. THERE IS NO GUARANTEE OF PAYMENT AND THE INCENTIVE AWARD CAN RANGE FROM 0 TO 30% OF BASE SALARY DEPENDING UPON SUCCESSFUL ACHIEVEMENT OF ESTABLISHED METRICS. AN INCENTIVE COMPENSATION PAYOUT FOR THE CFO & COO IS BASED UPON ACHIEVEMENT OF ANNUAL PERFORMANCE METRICS DETERMINED BY THE COMPENSATION COMMITTEE. THERE IS NO GUARANTEE OF PAYMENT AND THE INCENTIVE AWARD CAN RANGE FROM 0 TO 25% OF BASE SALARY DEPENDING UPON SUCCESSFUL ACHIEVEMENT OF ESTABLISHED METRICS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
30 January 2025
IRS schema version
2023v6.0
Source object
202530359349300148

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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