Totals
- Total revenue
- $22,197,166
- Total expenses
- $23,122,834
- Contributions and grants received
- $19,779,536
- Grants paid
- $9,783,234
- Program service revenue
- $499,002
- Investment income
- $1,695,248
- Other revenue
- $223,380
- Total assets, end of year
- $52,774,466
- Total liabilities, end of year
- $9,255,107
- Net assets or fund balances, end of year
- $43,519,359
- Program services expenses (Part IX)
- $19,064,474
- Management and general expenses
- $2,657,787
- Fundraising expenses
- $1,400,573
- Program service expenses (Part III)
- $19,064,474
Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$65,000
-
1e · Government grants (contributions)
$6,595,810
-
1f · All other contributions, gifts and grants
$13,118,726
-
1g · Noncash contributions included above
$52,076
-
2a · Program service revenue: MANAGEMENT FEES
total $178,746 · related or exempt $178,746
-
2b · Program service revenue: SERVICE FEES
total $50,925 · related or exempt $50,925
-
2f · All other program service revenue
total $269,331 · related or exempt $269,331
-
3 · Investment income
total $1,057,280 · excluded $1,057,280
-
6a · Gross rents
real property $106,779
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $106,779
-
6d · Net rental income or loss
total $106,779 · excluded $106,779
-
7a · Gross sales of assets other than inventory
securities $4,202,615
-
7b · Less cost or other basis and sales expenses
securities $3,564,155 · other assets $492
-
7c · Gain or loss
securities $638,460 · other assets -$492
-
7d · Net gain or loss
total $637,968 · excluded $637,968
-
8a · Fundraising events: gross income
$205,154
-
8a · Fundraising events: contributions included on line 1c
$65,000
-
8b · Fundraising events: direct expenses
$88,553
-
8c · Net income from fundraising events
total $116,601 · excluded $116,601
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,591,156 · program services $4,591,156
-
2 · Grants to domestic individuals
total $5,192,078 · program services $5,192,078
-
5 · Compensation of officers, directors and key employees
total $732,530 · program services $334,945 · management and general $279,319 · fundraising $118,266
-
7 · Other salaries and wages
total $6,134,179 · program services $4,383,329 · management and general $1,095,553 · fundraising $655,297
-
8 · Pension plan contributions
total $178,835 · program services $115,824 · management and general $45,395 · fundraising $17,616
-
9 · Other employee benefits
total $1,828,064 · program services $1,291,308 · management and general $342,189 · fundraising $194,567
-
10 · Payroll taxes
total $562,419 · program services $388,235 · management and general $111,706 · fundraising $62,478
-
11b · Fees: legal
total $4,191 · management and general $4,191
-
11c · Fees: accounting
total $119,550 · management and general $119,550
-
11f · Fees: investment management
total $49,261 · management and general $49,261
-
11g · Fees: other
total $346,702 · program services $282,259 · management and general $45,204 · fundraising $19,239
-
12 · Advertising and promotion
total $310,621 · program services $70,677 · management and general $31,836 · fundraising $208,108
-
13 · Office expenses
total $388,463 · program services $320,373 · management and general $39,035 · fundraising $29,055
-
14 · Information technology
total $124,965 · program services $92,783 · management and general $22,013 · fundraising $10,169
-
16 · Occupancy
total $184,543 · program services $146,848 · management and general $24,162 · fundraising $13,533
-
17 · Travel
total $45,513 · program services $28,424 · management and general $6,067 · fundraising $11,022
-
19 · Conferences, conventions and meetings
total $122,326 · program services $98,591 · management and general $11,812 · fundraising $11,923
-
21 · Payments to affiliates
total $284,038 · program services $124,305 · management and general $157,815 · fundraising $1,918
-
22 · Depreciation, depletion and amortization
total $219,949 · management and general $207,720 · fundraising $12,229
-
23 · Insurance
total $72,088 · program services $56,628 · management and general $9,935 · fundraising $5,525
-
24a · Other expenses: HOMELESSNESS SERVICES
total $593,950 · program services $593,950
-
24b · Other expenses: CASE MANAGEMENT
total $289,885 · program services $289,885
-
24c · Other expenses: EARLY INTERVENTION SERV
total $199,204 · program services $199,204
-
24d · Other expenses: MEMBERSHIP DUES
total $43,474 · program services $12,841 · management and general $6,350 · fundraising $24,283
-
24e · All other expenses
total $504,850 · program services $450,831 · management and general $48,674 · fundraising $5,345
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $226,345 · end of year $348,644
-
2 · Savings and temporary cash investments
beginning of year $28,078,860 · end of year $11,204,212
-
3 · Pledges and grants receivable
beginning of year $4,866,013 · end of year $5,136,899
-
4 · Accounts receivable
beginning of year $253,841 · end of year $89,983
-
9 · Prepaid expenses and deferred charges
beginning of year $153,870 · end of year $106,036
-
10a · Land, buildings and equipment: cost or other basis
$6,549,132
-
10b · Land, buildings and equipment: accumulated depreciation
$3,405,236
-
10c · Land, buildings and equipment, net
beginning of year $3,225,427 · end of year $3,143,896
-
11 · Investments: publicly traded securities
beginning of year $13,154,425 · end of year $30,346,100
-
12 · Investments: other securities
beginning of year $2,321,477 · end of year $2,398,696
-
17 · Accounts payable and accrued expenses
beginning of year $1,591,881 · end of year $1,337,270
-
18 · Grants payable
beginning of year $4,743,713 · end of year $2,003,598
-
19 · Deferred revenue
beginning of year $1,086,374 · end of year $3,675,455
-
25 · Other liabilities
beginning of year $326,017 · end of year $2,238,784
-
27 · Net assets without donor restrictions
beginning of year $36,545,945 · end of year $34,842,030
-
28 · Net assets with donor restrictions
beginning of year $7,986,328 · end of year $8,677,329
Mission and programs · 2022
Mission
THE MISSION OF HEART OF FLORIDA UNITED WAY IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES. THIS IS ACCOMPLISHED BY STANDING UP FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN CENTRAL FLORIDA.
-
FOUNDED IN 1939, HEART OF FLORIDA UNITED WAY (UNITED WAY) IS CENTRAL FLORIDA'S LARGEST SUPPORTER OF LOCAL HEALTH AND HUMAN SERVICE AGENCIES. IN 2022-2023, $22.0 MILLION DOLLARS WERE INVESTED INTO CENTRAL FLORIDA, INCLUDING OVER $9.9 MILLION DOLLARS RAISED DURING THE ANNUAL CAMPAIGN THAT HELPS FUND LOCAL HEALTH AND HUMAN SERVICE PROGRAMS. WITH THESE INVESTMENTS, UNITED WAY TOUCHED THE LIVES OF 755,777 INDIVIDUALS THROUGH COMMUNITY PARTNERSHIPS, AS WELL AS THROUGH DIRECT SERVICES DESIGNED TO CREATE A THRIVING COMMUNITY WHERE ADULTS AND CHILDREN ACHIEVE THEIR FULL POTENTIAL WITH ACCESS TO A SOLID EDUCATION, GOOD HEALTH, SAFE NEIGHBORHOODS AND JOBS THAT PAY A LIVING WAGE.
Expenses $11,426,022 · Grants $6,629,137 · Revenue $499,002
-
IN 2022-2023, HEART OF FLORIDA UNITED WAY 2-1-1 MANAGED GRANTS AND FEE-FOR-SERVICE CONTRACTS, TOTALING $4.3 MILLION, TO PROVIDE 2-1-1 INFORMATION, REFERRAL AND CRISIS SERVICES VIA PHONE, CHAT, TEXT, EMAIL AND ONLINE DATABASE ACCESS IN THE TRI-COUNTY AREA OF ORANGE, OSCEOLA AND SEMINOLE, FLORIDA. HFUW 2-1-1 IS ALSO CONTRACTED TO PROVIDE SERVICES IN 11 ADDITIONAL COUNTIES IN FLORIDA, 42 COUNTIES IN TENNESSEE, AS WELL AS SERVING AS THE NATIONAL DISASTER DISTRESS HELPLINE TEXT CENTER AND REGIONAL 988 SUICIDE & CRISIS LIFELINE. HFUW 2-1-1 ANSWERED OVER 289,000 CONTACTS IN FY 2023.
Expenses $3,344,757
-
HEART OF FLORIDA UNITED WAY SERVES AS THE LEAD AGENCY FOR RYAN WHITE PART B/GENERAL REVENUE, A FLORIDA DEPARTMENT OF HEALTH-FUNDED PROGRAM THAT PROVIDES CARE AND SUPPORT TO PEOPLE LIVING WITH HIV IN ORANGE, OSCEOLA, SEMINOLE AND BREVARD COUNTIES. ADDITIONALLY, HEART OF FLORIDA UNITED WAY RECEIVES FEDERAL FUNDING FROM ORANGE COUNTY GOVERNMENT TO PROVIDE TECHNICAL ASSISTANCE FOR THE CENTRAL FLORIDA HIV PLANNING COUNCIL, A COMMUNITY PLANNING GROUP THAT MAKES RECOMMENDATIONS TO THE RECIPIENT OFFICES ON RYAN WHITE PART FUNDS, THROUGH THE MANAGEMENT OF THE PLANNING COUNCIL SUPPORT PROGRAM. THE PLANNING COUNCIL PROVIDES PREVENTION AND CARE PLANNING FOR ORANGE, OSCEOLA, SEMINOLE, LAKE AND BREVARD COUNTIES.
Expenses $2,606,660 · Grants $1,467,062
-
HEART OF FLORIDA UNITED WAY'S DONOR CHOICE PROGRAM PROVIDES DONORS WITH AN OPPORTUNITY TO DIRECT THEIR GIFT TO SPECIFIC 501(C)(3) NON-PROFIT ORGANIZATIONS OF PERSONAL INTEREST TO THEM. FOR DONORS, THIS PROGRAM PROVIDES THE OPTION TO DONATE TO THEIR FAVORITE CHARITY THROUGH THEIR WORKPLACE CAMPAIGN IN A SIMPLE, COST-EFFECTIVE MANNER. FOR AGENCIES, NOT ONLY DOES UNITED WAY'S FUNDRAISING PROVIDE ACCESS TO MANY VENUES, IT ALSO PROVIDES ACCESS TO UNRESTRICTED FUNDING. UNRESTRICTED FUNDING IS TRADITIONALLY THE MOST DIFFICULT FUNDING TO RAISE IN ANY COMMUNITY. IN 2022-2023, $1.7 MILLION DOLLARS WERE DISTRIBUTED.
Expenses $1,687,035 · Grants $1,687,035
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jeffery HaywardJEFFERY HAYWARD
PRESIDENT & CEO
- Total calculated
- $443,642
- From this org
- $395,857
- From related orgs
- $0
- Other
- $47,785
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $301,850
- Bonus
- $82,007
- Other
- $12,000
- Deferred
- $11,978
- Nontaxable benefits
- $35,807
- Filer's total
- $443,642
-
Jill GreviJILL GREVI
CHIEF FINANCIAL OFFICER
- Total calculated
- $308,682
- From this org
- $258,788
- From related orgs
- $0
- Other
- $49,894
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $237,788
- Bonus
- $21,000
- Other
- $0
- Deferred
- $12,940
- Nontaxable benefits
- $36,954
- Filer's total
- $308,682
-
Graciela Noriega JacobyGRACIELA NORIEGA JACOBY
CHIEF OPERATING OFFICER
- Total calculated
- $293,168
- From this org
- $257,461
- From related orgs
- $0
- Other
- $35,707
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $236,961
- Bonus
- $20,500
- Other
- $0
- Deferred
- $12,873
- Nontaxable benefits
- $22,834
- Filer's total
- $293,168
-
Tadar MuhammadTADAR MUHAMMAD
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $228,484
- From this org
- $193,692
- From related orgs
- $0
- Other
- $34,792
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $193,692
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $34,792
- Filer's total
- $228,484
-
Raymond LarsenRAYMOND LARSEN
SR. VP STRATEGIC IMPACT & COMM. ENG.
- Total calculated
- $174,397
- From this org
- $134,571
- From related orgs
- $0
- Other
- $39,826
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $134,571
- Bonus
- $0
- Other
- $0
- Deferred
- $6,729
- Nontaxable benefits
- $33,097
- Filer's total
- $174,397
-
Nancy Marie Alvarez-MillerNANCY MARIE ALVAREZ-MILLER
COMMUNITY ADVOCATE
- Total calculated
- $164,205
- From this org
- $163,638
- From related orgs
- $0
- Other
- $567
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $163,638
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $567
- Filer's total
- $164,205
-
Ashley BlasewitzASHLEY BLASEWITZ
SR. VP DONOR & VOLUNTEER EXPERIENCE
- Total calculated
- $161,274
- From this org
- $134,307
- From related orgs
- $0
- Other
- $26,967
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $134,307
- Bonus
- $0
- Other
- $0
- Deferred
- $6,715
- Nontaxable benefits
- $20,252
- Filer's total
- $161,274
-
Sean DemartinoSEAN DEMARTINO
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
Tracey PowellTRACEY POWELL
CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
Eddie FrancisEDDIE FRANCIS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2.5
-
Michael MuellerMICHAEL MUELLER
TREASURER
- Total calculated
- $0
- Hours/week
- 2.5
-
Hope NewsomeHOPE NEWSOME
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
Jan AspuruJAN ASPURU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Lysa BarbanoLYSA BARBANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Nicolla BinfordNICOLLA BINFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Grace ChehanskyGRACE CHEHANSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Jay DarullaJAY DARULLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
John DavisJOHN DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Heidi DebenedettiHEIDI DEBENEDETTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Donna DysonDONNA DYSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Stephanie GardnerSTEPHANIE GARDNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Elisha Gonzalez BonnewitzELISHA GONZALEZ BONNEWITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Todd GoodmanTODD GOODMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Humberto HormazaHUMBERTO HORMAZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Char JordanCHAR JORDAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Linda Landman GonzalezLINDA LANDMAN GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Marie MartinezMARIE MARTINEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Maritza Martinez-GuerreroMARITZA MARTINEZ-GUERRERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Peter MeyerPETER MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Sheriff John W MinaSHERIFF JOHN W MINA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Stephanie Nelson Garris EsqSTEPHANIE NELSON GARRIS ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Karmyn NorwoodKARMYN NORWOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Gaby OrtigoniGABY ORTIGONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Michael PattilloMICHAEL PATTILLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Tammy PaycerTAMMY PAYCER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
John PisanJOHN PISAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Chief Orlando RolonCHIEF ORLANDO ROLON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
David RuizDAVID RUIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Joanne SantiagoJOANNE SANTIAGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Ed TimberlakeED TIMBERLAKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Annetta WilsonANNETTA WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Bill WilsonBILL WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Chad WilsonCHAD WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
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
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 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 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. BONUSES FOR OTHER EMPLOYEES ARE RECOMMENDED BY THE CEO AND APPROVED BY THE COMPENSATION COMMITTEE.
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
-
COMMUNITY BENEFIT
-
FOUNDATION FOR FOSTER CHILDREN INC
$250,000
COMMUNITY BENEFIT
-
COMMUNITY BENEFIT
-
COMMUNITY BENEFIT
-
OSCEOLA COUNTY COUNCIL ON AGING
$154,240
COMMUNITY BENEFIT
-
SALVATION ARMY OF ORANGE COUNTY
$150,000
COMMUNITY BENEFIT
-
$141,636
COMMUNITY BENEFIT
-
$122,889
COMMUNITY BENEFIT
-
$117,112
COMMUNITY BENEFIT
-
$100,000
COMMUNITY BENEFIT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420269349300727
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.