Heart Of Florida United Way
- Assets
- $52.3m
- Revenue
- $21.1m
- Investments
- $2.3m
- Employees
- 161
- Location
- Orlando, FL
- Founding
- 07/1942
- Data as of
- 06/2022
- 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 06/2022, Heart Of Florida United Way employed 161 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 06/2022, Heart Of Florida United Way generated $21.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.5%) each year. All expenses for the organization totaled $24.2m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (2.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Heart Of Florida United Way has awarded 717 individual grants totaling $61,457,224. 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
2022
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 FIGHTING 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 2021-2022, $22.5 MILLION DOLLARS WERE INVESTED INTO CENTRAL FLORIDA, INCLUDING OVER $8.9 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 703,654 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 2021-2022, $2.5 MILLION DOLLARS WERE DISTRIBUTED.
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. UNITED WAY IS ALSO THE CONTRACTED AGENCY THAT COORDINATES SUPPORT AND PROVIDES TECHNICAL ASSISTANCE AND SUPPORT FOR THE CENTRAL FLORIDA HIV PLANNING COUNCIL, A COMMUNITY PLANNING GROUP THAT MAKES RECOMMENDATIONS TO THE RECIPIENT OFFICES ON RYAN WHITE PART FUNDS. UNITED WAY RECEIVED ALMOST $2.4 MILLION DOLLARS IN FEDERAL AND STATE FUNDS FROM THE FLORIDA DEPARTMENT OF HEALTH AND ORANGE COUNTY GOVERNMENT TO PROVIDE PATIENT CARE SERVICES TO 2,213 CLIENTS AND PROVIDED OVER 77,434 CORE UNITS OF MEDICAL AND SUPPORT SERVICES.
EVERY DAY, HUNDREDS OF PEOPLE ACROSS CENTRAL FLORIDA TURN TO UNITED WAY 2-1-1 FOR INFORMATION AND SUPPORT - WHETHER FOR FINANCIAL ASSISTANCE, HEALTH PROGRAMS, CRISIS SUPPORT AND MORE. IN 2021-2022, UNITED WAY 2-1-1 MANAGED GRANTS AND FEE-FOR-SERVICE CONTRACTS TOTALING $2.2 MILLION. UNITED WAY 2-1-1 INFORMATION AND REFERRAL CRISIS HELPLINE ANSWERED 212,000 CONTACTS IN FY 2022 VIA PHONE CALLS, TEXTS, EMAILS AND CHAT, PROVIDING PROBLEM SOLVING, CRISIS DE-ESCALATION AND CONNECTION TO RESOURCES TO MEET PEOPLE'S NEEDS RELATED TO HOUSING, UTILITIES, FOOD, ACCESSING HEALTHCARE, AND OTHER VITAL SERVICES WHICH ALLOWED THEM TO BOTH MEET THEIR IMMEDIATE NEEDS AND INCREASE THE STABILITY OF THEIR HOUSEHOLD.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeffery Hayward President & CEO | Officer | 50 | $379,577 |
Jill Grevi Chief Financial Officer | Officer | 50 | $195,021 |
Graciela Noriega Jacoby Chief Operating Officer | 50 | $178,377 | |
Raymond Larsen Sr. VP Strategic Impact & Comm. Eng. | 50 | $133,297 | |
Ashley Blasewitz Sr. VP Donor & Volunteer Experience | 50 | $118,419 | |
Jahkiya Bell Vice President, Strategic Impact | 50 | $100,790 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Ernst & Young Consulting | 6/29/22 | $200,000 |
Visionary Vanguard Group Consulting | 6/29/22 | $125,000 |
Orlantech Inc Technology Support | 6/29/22 | $101,889 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $96,250 |
| Related organizations | $0 |
| Government grants | $7,208,996 |
| All other contributions, gifts, grants, and similar amounts not included above | $11,961,562 |
| Noncash contributions included in lines 1a–1f | $91,587 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $19,266,808 |
| Total Program Service Revenue | $570,109 |
| Investment income | $825,802 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $89,251 |
| Net Gain/Loss on Asset Sales | $342,500 |
| Net Income from Fundraising Events | $26,468 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $21,120,938 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $10,025,584 |
| Grants and other assistance to domestic individuals. | $1,326,190 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $757,592 |
| Compensation of current officers, directors, key employees. | $280,309 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,243,059 |
| Pension plan accruals and contributions | $154,412 |
| Other employee benefits | $982,282 |
| Payroll taxes | $449,276 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $8,367 |
| Fees for services: Accounting | $58,370 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $73,977 |
| Fees for services: Other | $769,336 |
| Advertising and promotion | $115,324 |
| Office expenses | $410,545 |
| Information technology | $138,317 |
| Royalties | $0 |
| Occupancy | $135,654 |
| Travel | $36,951 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $91,712 |
| Interest | $0 |
| Payments to affiliates | $296,748 |
| Depreciation, depletion, and amortization | $193,485 |
| Insurance | $62,326 |
| All other expenses | $594,387 |
| Total functional expenses | $24,238,670 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $226,345 |
| Savings and temporary cash investments | $28,078,860 |
| Pledges and grants receivable | $4,866,013 |
| Accounts receivable, net | $253,841 |
| 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 | $153,870 |
| Net Land, buildings, and equipment | $3,225,427 |
| Investments—publicly traded securities | $13,154,425 |
| Investments—other securities | $2,321,477 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $52,280,258 |
| Accounts payable and accrued expenses | $1,591,881 |
| Grants payable | $4,743,713 |
| Deferred revenue | $1,086,374 |
| 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 | $326,017 |
| Total liabilities | $7,747,985 |
| Net assets without donor restrictions | $36,545,945 |
| Net assets with donor restrictions | $7,986,328 |
| 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 | $52,280,258 |
Grants Awarded
Over the last fiscal year, Heart Of Florida United Way has awarded $6,727,309 in support to 52 organizations.
| Grant Recipient | Amount |
|---|---|
Longwood, FL PURPOSE: COMMUNITY BENEFIT | $1,092,743 |
Orlando, FL PURPOSE: COMMUNITY BENEFIT | $1,076,658 |
VALENCIA COLLEGE PURPOSE: COMMUNITY BENEFIT | $1,000,000 |
Orlando, FL PURPOSE: COMMUNITY BENEFIT | $230,000 |
Orlando, FL PURPOSE: COMMUNITY BENEFIT | $209,372 |
Atlanta, GA PURPOSE: COMMUNITY BENEFIT | $204,991 |
Grants Recieved
Over the last fiscal year, we have identified 62 grants that Heart Of Florida United Way has recieved totaling $2,686,315.
| Awarding Organization | Amount |
|---|---|
Americas Charities Chantilly, VA PURPOSE: GENERAL SUPPORT | $374,924 |
United Way Suncoast Inc Tampa, FL PURPOSE: ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING | $297,052 |
Dr Phillips Inc Orlando, FL PURPOSE: SOCIAL SERVICES | $280,000 |
Darden Restaurants Inc Foundation Orlando, FL PURPOSE: GRANTS - HEALTHY COMMUNITIES | $250,000 |
Truist Foundation Inc Orlando, FL PURPOSE: GENERAL OPERATING | $161,500 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $133,056 |
Endowment Analysis
| Beg. Balance | $3,721,590 |
| Earnings | -$379,469 |
| Admin Expense | $25,510 |
| Grants | $80,481 |
| Ending Balance | $3,236,130 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Way Of Northeast Florida Inc Jacksonville, FL | $41,231,391 | $43,923,077 |
Jewish Federation Of Greater Atlanta Inc Atlanta, GA | $335,156,066 | $46,977,032 |
Jewish Federation Of Palm Beach County Inc West Palm Beach, FL | $188,649,798 | $40,996,005 |
United Way Of Broward County Fort Lauderdale, FL | $30,254,563 | $21,112,252 |
Heart Of Florida United Way Orlando, FL | $52,280,258 | $21,120,938 |
United Way Suncoast Inc Tampa, FL | $59,673,502 | $17,914,764 |
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |
United Way Of Palm Beach County Inc West Palm Beach, FL | $24,619,192 | $14,282,959 |
United Way Of Brevard County Inc Rockledge, FL | $8,481,850 | $14,549,542 |
Ocean Reef Foundation Inc Key Largo, FL | $43,415,311 | $11,490,995 |