Heart Of Florida United Way
- Assets
- $52.8m
- Revenue
- $22.2m
- Investments
- $2.4m
- Employees
- 209
- Location
- Orlando, FL
- Founding
- 07/1942
- Data as of
- 06/2023
- EIN
- 59-0808854
Organization Overview
Heart Of Florida United Way is located in Orlando, FL. The organization was established in 1942. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2023, Heart Of Florida United Way employed 209 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heart Of Florida United Way is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Heart Of Florida United Way generated $22.2m in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.5%) each year. All expenses for the organization totaled $23.1m during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (2.5%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Heart Of Florida United Way has awarded 813 individual grants totaling $71,623,991. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeffery Hayward President & CEO | Officer | 50 | $395,857 |
Jill Grevi Chief Financial Officer | Officer | 50 | $258,788 |
Graciela Noriega Jacoby Chief Operating Officer | 50 | $257,461 | |
Tadar Muhammad Chief Development Officer | 50 | $193,692 | |
Raymond Larsen Sr. VP Strategic Impact & Comm. Eng. | 50 | $134,571 | |
Nancy Marie Alvarez-Miller Community Advocate | 50 | $163,638 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Cherry Bekaert Accounting | 6/29/23 | $132,445 |
Videoconnex Video Services | 6/29/23 | $129,671 |
Orlantech Inc Technology Support | 6/29/23 | $100,414 |
Ernst & Young Consulting | 6/29/23 | $125,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $65,000 |
| Related organizations | $0 |
| Government grants | $6,595,810 |
| All other contributions, gifts, grants, and similar amounts not included above | $13,118,726 |
| Noncash contributions included in lines 1a–1f | $52,076 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $19,779,536 |
| Total Program Service Revenue | $499,002 |
| Investment income | $1,057,280 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $106,779 |
| Net Gain/Loss on Asset Sales | $637,968 |
| Net Income from Fundraising Events | $116,601 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $22,197,166 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $4,591,156 |
| Grants and other assistance to domestic individuals. | $5,192,078 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $732,530 |
| Compensation of current officers, directors, key employees. | $279,319 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $6,134,179 |
| Pension plan accruals and contributions | $178,835 |
| Other employee benefits | $1,828,064 |
| Payroll taxes | $562,419 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,191 |
| Fees for services: Accounting | $119,550 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $49,261 |
| Fees for services: Other | $346,702 |
| Advertising and promotion | $310,621 |
| Office expenses | $388,463 |
| Information technology | $124,965 |
| Royalties | $0 |
| Occupancy | $184,543 |
| Travel | $45,513 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $122,326 |
| Interest | $0 |
| Payments to affiliates | $284,038 |
| Depreciation, depletion, and amortization | $219,949 |
| Insurance | $72,088 |
| All other expenses | $504,850 |
| Total functional expenses | $23,122,834 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $348,644 |
| Savings and temporary cash investments | $11,204,212 |
| Pledges and grants receivable | $5,136,899 |
| Accounts receivable, net | $89,983 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $106,036 |
| Net Land, buildings, and equipment | $3,143,896 |
| Investments—publicly traded securities | $30,346,100 |
| Investments—other securities | $2,398,696 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $52,774,466 |
| Accounts payable and accrued expenses | $1,337,270 |
| Grants payable | $2,003,598 |
| Deferred revenue | $3,675,455 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,238,784 |
| Total liabilities | $9,255,107 |
| Net assets without donor restrictions | $34,842,030 |
| Net assets with donor restrictions | $8,677,329 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $52,774,466 |
Grants Awarded
Over the last fiscal year, Heart Of Florida United Way has awarded $4,228,868 in support to 57 organizations.
| Grant Recipient | Amount |
|---|---|
A GIFT FOR TEACHING PURPOSE: COMMUNITY BENEFIT | $10,000 |
ADVENTHEALTH FOUNDATION CENTRAL FLORIDA PURPOSE: COMMUNITY BENEFIT | $800,000 |
ADULT LITERACY LEAGUE PURPOSE: COMMUNITY BENEFIT | $40,000 |
BE A PLAYER PURPOSE: COMMUNITY BENEFIT | $12,138 |
BOY SCOUTS OF AMERICA- CENTRAL FLORIDA COUNCIL PURPOSE: COMMUNITY BENEFIT | $5,083 |
BOYS & GIRLS CLUBS OF CENTRAL FLORIDA PURPOSE: COMMUNITY BENEFIT | $190,747 |