Totals
- Total revenue
- $21,765,416
- Total expenses
- $22,043,978
- Contributions and grants received
- $17,426,010
- Grants paid
- $6,149,153
- Program service revenue
- $2,500,270
- Investment income
- $1,791,379
- Other revenue
- $47,757
- Total assets, end of year
- $51,068,412
- Total liabilities, end of year
- $6,311,569
- Net assets or fund balances, end of year
- $44,756,843
- Program services expenses (Part IX)
- $16,961,414
- Management and general expenses
- $2,972,605
- Fundraising expenses
- $2,109,959
- Program service expenses (Part III)
- $16,961,414
Program services were 76.9% 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
$133,500
-
1e · Government grants (contributions)
$7,300,760
-
1f · All other contributions, gifts and grants
$9,991,750
-
1g · Noncash contributions included above
$141,983
-
2a · Program service revenue: VOLUNTEER EVENTS
total $2,325,915 · related or exempt $2,325,915
-
2b · Program service revenue: SERVICE FEES
total $89,310 · related or exempt $89,310
-
2c · Program service revenue: MANAGEMENT FEES
total $73,045 · related or exempt $73,045
-
2f · All other program service revenue
total $12,000 · related or exempt $12,000
-
3 · Investment income
total $1,555,703 · excluded $1,555,703
-
6a · Gross rents
real property $111,396
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $111,396
-
6d · Net rental income or loss
total $111,396 · excluded $111,396
-
7a · Gross sales of assets other than inventory
securities $2,262,414
-
7b · Less cost or other basis and sales expenses
securities $2,026,738
-
7c · Gain or loss
securities $235,676
-
7d · Net gain or loss
total $235,676 · excluded $235,676
-
8a · Fundraising events: gross income
$19,554
-
8a · Fundraising events: contributions included on line 1c
$133,500
-
8b · Fundraising events: direct expenses
$102,845
-
8c · Net income from fundraising events
total -$83,291 · excluded -$83,291
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $19,652 · excluded $19,652
-
11e · Other revenue, total
$19,652
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,874,354 · program services $3,874,354
-
2 · Grants to domestic individuals
total $2,274,799 · program services $2,274,799
-
5 · Compensation of officers, directors and key employees
total $994,315 · program services $418,804 · management and general $422,148 · fundraising $153,363
-
7 · Other salaries and wages
total $7,390,468 · program services $5,443,256 · management and general $1,236,387 · fundraising $710,825
-
8 · Pension plan contributions
total $209,147 · program services $165,408 · management and general $27,966 · fundraising $15,773
-
9 · Other employee benefits
total $1,388,666 · program services $1,059,438 · management and general $183,397 · fundraising $145,831
-
10 · Payroll taxes
total $634,464 · program services $476,585 · management and general $90,176 · fundraising $67,703
-
11b · Fees: legal
total $2,554 · management and general $2,554
-
11c · Fees: accounting
total $91,710 · management and general $91,710
-
11d · Fees: lobbying
total $26,135 · program services $26,135
-
11f · Fees: investment management
total $107,374 · management and general $107,374
-
11g · Fees: other
total $282,945 · program services $247,646 · management and general $20,967 · fundraising $14,332
-
12 · Advertising and promotion
total $1,190,877 · program services $72,516 · management and general $294,303 · fundraising $824,058
-
13 · Office expenses
total $379,985 · program services $322,141 · management and general $23,526 · fundraising $34,318
-
14 · Information technology
total $277,755 · program services $221,793 · management and general $24,979 · fundraising $30,983
-
16 · Occupancy
total $202,198 · program services $156,990 · management and general $27,812 · fundraising $17,396
-
17 · Travel
total $52,867 · program services $38,341 · management and general $7,833 · fundraising $6,693
-
19 · Conferences, conventions and meetings
total $163,521 · program services $124,658 · management and general $21,012 · fundraising $17,851
-
21 · Payments to affiliates
total $214,434 · program services $96,764 · management and general $105,293 · fundraising $12,377
-
22 · Depreciation, depletion and amortization
total $246,708 · management and general $232,468 · fundraising $14,240
-
23 · Insurance
total $116,442 · program services $89,535 · management and general $16,896 · fundraising $10,011
-
24a · Other expenses: EMERGENCY HOMELESSNESS
total $729,057 · program services $729,057
-
24b · Other expenses: CASE MANAGEMENT
total $385,022 · program services $385,022
-
24c · Other expenses: EARLY INTERVENTION SERV
total $232,301 · program services $232,301
-
24d · Other expenses: MEMBERSHIP DUES
total $56,411 · program services $12,570 · management and general $12,171 · fundraising $31,670
-
24e · All other expenses
total $519,469 · program services $493,301 · management and general $23,633 · fundraising $2,535
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $105,838 · end of year $89,480
-
2 · Savings and temporary cash investments
beginning of year $11,391,302 · end of year $15,677,341
-
3 · Pledges and grants receivable
beginning of year $3,505,367 · end of year $3,395,058
-
4 · Accounts receivable
beginning of year $1,250 · end of year $17,569
-
9 · Prepaid expenses and deferred charges
beginning of year $276,312 · end of year $231,059
-
10a · Land, buildings and equipment: cost or other basis
$6,835,128
-
10b · Land, buildings and equipment: accumulated depreciation
$3,868,876
-
10c · Land, buildings and equipment, net
beginning of year $3,087,480 · end of year $2,966,252
-
11 · Investments: publicly traded securities
beginning of year $29,282,424 · end of year $26,470,382
-
12 · Investments: other securities
beginning of year $2,574,491 · end of year $2,221,271
-
17 · Accounts payable and accrued expenses
beginning of year $1,340,594 · end of year $1,385,373
-
18 · Grants payable
beginning of year $1,999,331 · end of year $1,803,960
-
19 · Deferred revenue
beginning of year $1,100,818 · end of year $811,366
-
25 · Other liabilities
beginning of year $2,262,309 · end of year $2,310,870
-
27 · Net assets without donor restrictions
beginning of year $37,859,610 · end of year $37,869,315
-
28 · Net assets with donor restrictions
beginning of year $5,661,802 · end of year $6,887,528
Mission and programs · 2024
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 2024-2025, $21 MILLION DOLLARS WERE INVESTED INTO CENTRAL FLORIDA, INCLUDING OVER $6.7 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 870,113 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 $9,139,282 · Grants $3,874,354 · Revenue $2,500,270
-
IN FY 2024-2025, HEART OF FLORIDA UNITED WAY 211 AND CRISIS SERVICES CONTACT CENTER MANAGED GRANTS AND FEE-FOR-SERVICE CONTRACTS, TOTALING $4.4 MILLION, TO PROVIDE 24/7 INFORMATION, REFERRAL, AND CRISIS SUPPORT SERVICES VIA PHONE, CHAT, TEXT, EMAIL AND ONLINE DATABASE ACCESS IN THE TRI-COUNTY AREA OF ORANGE, OSCEOLA AND SEMINOLE, FLORIDA. HFUW 211 IS ALSO CONTRACTED TO PROVIDE SERVICES IN 17 ADDITIONAL COUNTIES IN FLORIDA, AS WELL AS SERVING AS THE NATIONAL DISASTER DISTRESS HELPLINE TEXT CENTER AND REGIONAL 988 SUICIDE & CRISIS LIFELINE. HFUW 211 AND CRISIS SERVICES ANSWERED OVER 242,000 CONTACTS IN FY 2025.
Expenses $5,169,170
-
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 $2,652,962 · Grants $2,274,799
As filed on the 2024 return.
Listed in Part VII
-
NAVEED SHUJAAT
BOARD CHAIR (FROM 7/24)
- Total calculated
- $0
- Hours/week
- 2.5
-
STEPHANIE GARDNER
TREASURER
- Total calculated
- $0
- Hours/week
- 2.5
-
JAMES TOSCANO ESQ
SECRETARY
- Total calculated
- $0
- Hours/week
- 2.5
-
JAMES 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 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
-
JARROD DILLON
DIRECTOR (FROM 7/24)
- Total calculated
- $0
- Hours/week
- 2.5
-
SUSIE DYER
DIRECTOR (FROM 7/24)
- 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
-
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
-
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
-
ED TIMBERLAKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
ANNETTA WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
BILL WILSON ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
CHAD WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
TRACEY D POWELL
BOARD CHAIR (TERM 9/24)
- Total calculated
- $0
- Hours/week
- 2.5
-
HOPE NEWSOME ESQ
VICE CHAIR (TERM 11/24)
- Total calculated
- $0
- Hours/week
- 2.5
-
JOAN SOAPES
DIRECTOR (TERM 9/24)
- Total calculated
- $0
- Hours/week
- 2.5
-
JEFFERY HAYWARD
PRESIDENT AND CHIEF EXECUTIVE OFFICER
- Total calculated
- $460,689
- From this org
- $415,030
- From related orgs
- $0
- Other
- $45,659
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $310,023
- Bonus
- $93,007
- Other
- $12,000
- Deferred
- $17,250
- Nontaxable benefits
- $28,409
- Filer's total
- $460,689
-
JILL GREVI
CHIEF FINANCIAL OFFICER
- Total calculated
- $322,735
- From this org
- $288,751
- From related orgs
- $0
- Other
- $33,984
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $231,000
- Bonus
- $57,751
- Other
- $0
- Deferred
- $14,438
- Nontaxable benefits
- $19,546
- Filer's total
- $322,735
-
GRACIELA NORIEGA JACOBY
CHIEF OPERATING OFFICER
- Total calculated
- $314,418
- From this org
- $282,188
- From related orgs
- $0
- Other
- $32,230
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $225,750
- Bonus
- $56,438
- Other
- $0
- Deferred
- $14,109
- Nontaxable benefits
- $18,121
- Filer's total
- $314,418
-
CAROLYN SHERMER
SENIOR VICE PRESIDENT TECHNOLOGY
- Total calculated
- $156,011
- From this org
- $139,361
- From related orgs
- $0
- Other
- $16,650
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $139,361
- Bonus
- $0
- Other
- $0
- Deferred
- $6,968
- Nontaxable benefits
- $9,682
- Filer's total
- $156,011
-
JAHKIYA BELL
SENIOR ADVISOR TO THE PRESIDENT AND CEO
- Total calculated
- $139,816
- From this org
- $116,454
- From related orgs
- $0
- Other
- $23,362
- Hours/week
- 50
-
ASHLEY BLASEWITZ
SENIOR VICE PRESIDENT COMMUNICATIONS & EXTERNAL RE
- Total calculated
- $168,545
- From this org
- $143,707
- From related orgs
- $0
- Other
- $24,838
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $143,707
- Bonus
- $0
- Other
- $0
- Deferred
- $7,185
- Nontaxable benefits
- $17,653
- Filer's total
- $168,545
-
RAYMOND LARSEN
SENIOR VICE PRESIDENTSTRATEGIC IMPACT & COMMUNITY
- Total calculated
- $135,176
- From this org
- $111,376
- From related orgs
- $0
- Other
- $23,800
- 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
-
ARNOLD & WINNIER PALMER FOUNDATION
$250,221
COMMUNITY BENEFIT
-
$169,270
COMMUNITY BENEFIT
-
OSCEOLA COUNTY COUNCIL ON AGING
$143,583
COMMUNITY BENEFIT
-
COMMUNITY BENEFIT
-
SALVATION ARMY OF ORANGE COUNTY
$125,000
COMMUNITY BENEFIT
-
$118,869
COMMUNITY BENEFIT
-
$110,159
COMMUNITY BENEFIT
-
$105,438
COMMUNITY BENEFIT
-
$100,000
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
- 2024
- Filed
- 20 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610229349300511
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.