2025-02-04T14:12:07-06:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 300 S ORANGE AVENUE STE 1000 ORLANDO FL 32801 990 2023-07-01 590808854 HEART OF FLORIDA UNITED WAY INC HEAR 4078350900 1940 CANNERY WAY ORLANDO FL 328044714 JEFFERY HAYWARD PRESIDENT & CEO 4078350911 2025-01-30 1 1 BREE-ANN WEIDNER P01319397 4074237911 2023 2025-03-06 01:10:19Z JEFFERY HAYWARD 1940 CANNERY WAY ORLANDO FL 328044714 54749384 0 X WWW.HFUW.ORG X 1988 FL 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. 35 35 200 6270 0 0 19779536 19760757 499002 707163 1695248 1241143 223380 108871 22197166 21817934 9783234 7466773 0 0 9436027 9857128 0 0 1581552 3903573 6296260 23122834 23620161 -925668 -1802227 52774466 50224464 9255107 6703052 43519359 43521412 X 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. 0 0 10192414 4083602 707163 FOUNDED IN 1939, HEART OF FLORIDA UNITED WAY (UNITED WAY) IS CENTRAL FLORIDA'S LARGEST SUPPORTER OF LOCAL HEALTH AND HUMAN SERVICE AGENCIES. IN 2023-2024, $22.5 MILLION DOLLARS WERE INVESTED INTO CENTRAL FLORIDA, INCLUDING OVER $9.8 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 826,034 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. 4841370 IN 2023-2024, HEART OF FLORIDA UNITED WAY 211 AND CRISIS SERVICES MANAGED GRANTS AND FEE-FOR-SERVICE CONTRACTS, TOTALING $4.9 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 211 AND CRISIS SERVICES 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 211 AND CRISIS SERVICES ANSWERED 242,307 CONTACTS IN FY 2024. 2729606 1635781 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. 1747390 1747390 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. 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 2023-2024, $1.7 MILLION DOLLARS WERE DISTRIBUTED. 1747390 1747390 19510780 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 283 0 1 200 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JILL GREVI 4078350900 1940 CANNERY WAY ORLANDO FL 328044714 TRACEY D POWELL CHAIR 2.50 0.00 X X 0 0 0 JAMES TOSCANO ESQ SECRETARY 2.50 0.00 X X 0 0 0 STEPHANIE GARDNER TREASURER 2.50 0.00 X X 0 0 0 HOPE NEWSOME ESQ VICE CHAIR 2.50 0.00 X X 0 0 0 JIM ADAMCZYK DIRECTOR 2.50 0.00 X 0 0 0 LYSA BARBANO DIRECTOR 2.50 0.00 X 0 0 0 NICOLLA BINFORD DIRECTOR 2.50 0.00 X 0 0 0 GRACE S CHEHANSKY DIRECTOR 2.50 0.00 X 0 0 0 JAY DARULLA DIRECTOR 2.50 0.00 X 0 0 0 JOHN F DAVIS DIRECTOR 2.50 0.00 X 0 0 0 HEIDI DEBENEDETTI DIRECTOR 2.50 0.00 X 0 0 0 DONNA DYSON DIRECTOR 2.50 0.00 X 0 0 0 EDDY ELGUEZABAL DIRECTOR 2.50 0.00 X 0 0 0 STEPHANIE GARRIS ESQ DIRECTOR 2.50 0.00 X 0 0 0 TODD GOODMAN DIRECTOR 2.50 0.00 X 0 0 0 CHAR JORDAN DIRECTOR 2.50 0.00 X 0 0 0 GEORGIA LORENZ DIRECTOR 2.50 0.00 X 0 0 0 MARIE MARTINEZ DIRECTOR 2.50 0.00 X 0 0 0 MARITZA MARTINEZ-GUERRERO DIRECTOR 2.50 0.00 X 0 0 0 PETER MEYER DIRECTOR 2.50 0.00 X 0 0 0 ATTILA MISZTI DIRECTOR 2.50 0.00 X 0 0 0 MICHAEL MUELLER DIRECTOR 2.50 0.00 X 0 0 0 JOHN MYERS IV DIRECTOR 2.50 0.00 X 0 0 0 PHIL NIX DIRECTOR 2.50 0.00 X 0 0 0 GABY ORTIGONI DIRECTOR 2.50 0.00 X 0 0 0 MICHAEL PATTILLO DIRECTOR 2.50 0.00 X 0 0 0 TAMMY PAYCER DIRECTOR 2.50 0.00 X 0 0 0 JOHN PISAN DIRECTOR 2.50 0.00 X 0 0 0 ORLANDO ROLON DIRECTOR 2.50 0.00 X 0 0 0 DAVID RUIZ DIRECTOR 2.50 0.00 X 0 0 0 JOHN SOAPES DIRECTOR 2.50 0.00 X 0 0 0 ED TIMBERLAKE DIRECTOR 2.50 0.00 X 0 0 0 ANNETTA WILSON DIRECTOR 2.50 0.00 X 0 0 0 CHAD WILSON DIRECTOR 2.50 0.00 X 0 0 0 BILL WILSON ESQ DIRECTOR 2.50 0.00 X 0 0 0 JEFFERY HAYWARD PRESIDENT & CEO 50.00 0.00 X 410041 0 43359 JILL GREVI CHIEF FINANCIAL OFFICER 50.00 0.00 X 258119 0 32386 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 50.00 0.00 X 252253 0 30413 RAYMOND LARSEN SR. VP COMMUNITY IMPACT 50.00 0.00 X 139320 0 33712 ASHLEY BLASEWITZ SR. VP COMMS & EXTERNAL RELATIONS 50.00 0.00 X 139191 0 24321 CAROLYN SHERMER SR. VP TECHNOLOGY 50.00 0.00 X 134001 0 15855 JONATHON ADLER SR. VP HUMAN RESOURCES 50.00 0.00 X 127308 0 12388 1460233 0 192434 10 0 1 0 ORLANTECH INC 230 LOOKOUT PLACE MAITLAND FL 32751 TECHNOLOGY SUPPORT 101090 TEWS 1000 LEGION PL STE 730 ORLANDO FL 32801 TEMPORARY EMPLOYEES 100486 2 91038 10831230 8838489 119474 19760757 VOLUNTEER EVENTS 900099 467008 467008 MANAGEMENT FEES 900099 146237 146237 SERVICE FEES 900099 79918 79918 14000 14000 707163 1426133 1426133 123602 0 123602 123602 123602 32638286 32823276 -184990 -184990 -184990 82374 91038 108174 -25800 -25800 MISCELLANEOUS REVENUE 900099 11069 11069 11069 21817934 707163 0 1350014 4394054 4394054 3072719 3072719 779856 344985 311284 123587 6926592 5052989 1145430 728173 221582 171147 43062 7373 1345375 992616 213375 139384 583723 425103 97111 61509 2578 2578 79583 79583 14180 14180 9528 9528 341807 264689 58561 18557 612799 208177 54645 349977 409391 331001 36497 41893 139544 104751 21976 12817 198088 154203 29138 14747 43949 27294 7391 9264 111282 87604 18764 4914 189842 75714 103155 10973 237011 223312 13699 212631 170889 25747 15995 EMERGENCY HOMELESSNESS 2637340 2637340 EARLY INTERVENTION SERV 220426 220426 CASE MANAGEMENT 206513 206513 MEMBERSHIP DUES 56947 14433 16585 25929 572821 539953 30107 2761 23620161 19510780 2527829 1581552 348644 105838 11204212 11391302 5136899 3505367 89983 1250 106036 276312 6709648 3622168 3143896 3087480 30346100 29282424 2398696 2574491 52774466 50224464 1337270 1340594 2003598 1999331 3675455 1100818 2238784 2262309 9255107 6703052 X 34842030 37859610 8677329 5661802 43519359 43521412 52774466 50224464 -1802227 1803294 986 0 X 0 1 X 1 1 1 X 19570638 39918871 19266808 19779536 19760757 118296610 19570638 39918871 19266808 19779536 19760757 118296610 1556698 116739912 567538 853468 915053 1164059 1549735 5049853 6796 12346 26468 116601 162211 11069 11069 123519743 2814526 0.94510 0.91500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NON-PROGRAMMING AMOUNTS RECEIVED FOR REFUNDS OFFSETS TO OPERATING EXPENSES - 2023 AMOUNT: $ 11,069. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14180 14180 23596453 23610633 1000000 250000 0 0 1000000 1000000 1500000 14180 14180 250000 250000 375000 3404935 386305 73578 14843 3702819 3236130 258667 72629 17233 3404935 3721590 -379469 80481 25510 3236130 3026897 783105 66072 22340 3721590 3060490 113649 126160 21082 3026897 0.78390 0.21610 1 0 275000 275000 5649860 3150948 2498912 693144 379576 313568 91644 91644 0 3087480 INVESTMENTS AT COMMUNITY FOUNDATION 2079870 F HEDGE FUNDS 494621 F 2574491 CAMPAIGN PLEDGES DUE TO UW'S 4247 CAMPAIGN PLEDGES DUE TO AGENCIES 470677 UNEARNED REVENUE - ERC 1787385 2262309 22489813 1803294 517329 2320623 20169190 9528 1639216 1648744 21817934 22487760 516343 108174 624517 21863243 9528 1747390 1756918 23620161 PART V, LINE 4: THE BUILDING ENDOWMENT WAS DONATED BY A LOCAL FOUNDATION AS A PERMANENTLY RESTRICTED FUND AND THE INVESTMENT EARNINGS ARE USED TO OFFSET MAJOR BUILDING MAINTENANCE AND REPAIRS. THE UNITED WAY ALSO HAS AN ENDOWMENT OF BOARD-DESIGNATED FUNDS TO SUPPORT THE MISSION OF THE ORGANIZATION. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 1,747,390. DIRECT FUNDRAISING EVENT EXPENSES -108,174. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 108,174. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 1,747,390. WOMEN UNITED LUNCHEON 173412 91038 82374 20000 88174 173412 91038 82374 20000 88174 108174 -25800 1 ADULT LITERACY LEAGUE INC 345 W MICHIGAN STREET ORLANDO FL 32806 237076600 501(C)(3) 22614 0 COMMUNITY BENEFIT AFRICAN AMERICAN CHAMBER OF COMMERCE 3201 E COLONIAL DR STE A-20 ORLANDO FL 32803 931377750 501(C)(3) 10000 0 COMMUNITY BENEFIT BE A PLAYER 7150 CITRUS AVENUE WINTER PARK FL 32792 461295977 501(C)(3) 14216 0 COMMUNITY BENEFIT BOYS & GIRLS CLUBS OF CENTRAL FLORIDA PO BOX 2987 ORLANDO FL 32802 590951887 501(C)(3) 136192 0 COMMUNITY BENEFIT BOY SCOUTS OF AMERICA- CENTRAL FLORIDA COUNCIL 1951 S ORANGE BLOSSOM TRAIL APOPKA FL 32703 590624376 501(C)(3) 12339 0 COMMUNITY BENEFIT CANINE COMPANIONS FOR INDEPENDENCE 8150 CLARCONA OCOEE RD ORLANDO FL 32818 942494324 501(C)(3) 5591 0 COMMUNITY BENEFIT CATHOLIC CHARITIES OF CENTRAL FLORIDA 1819 N SEMORAN BOULEVARD ORLANDO FL 32807 591214353 501(C)(3) 195498 0 COMMUNITY BENEFIT CENTER FOR MULTICULTURAL WELLNESS & PREVENTION 1685 LEE RD STE 200 WINTER PARK FL 32789 593368629 501(C)(3) 10000 0 COMMUNITY BENEFIT CHILDREN'S BURN FOUNDATION OF FLORIDA PO BOX 678369 ORLANDO FL 32867 593573985 501(C)(3) 17000 0 COMMUNITY BENEFIT CHRISTIAN HELP EMPLOYMENT & RESOURCE CENTER 450 SEMINOLA BLVD CASSELBERRY FL 32707 593107271 501(C)(3) 22694 0 COMMUNITY BENEFIT CHRISTIAN SERVICE CENTER CENTRAL FLORIDA 808 W CENTRAL BOULEVARD ORLANDO FL 32805 591353031 501(C)(3) 58390 0 COMMUNITY BENEFIT CITY YEAR ORLANDO 3165 MCCRORY PLACE STE 122 ORLANDO FL 32803 222882549 501(C)(3) 100387 0 COMMUNITY BENEFIT COALITION FOR THE HOMELESS 639 W CENTRAL BOULEVARD ORLANDO FL 32801 592814255 501(C)(3) 214492 0 COMMUNITY BENEFIT COMMUNITY COORDINATED CARE FOR CHILDREN 3500 W COLONIAL DRIVE ORLANDO FL 32808 591371754 501(C)(3) 171448 0 COMMUNITY BENEFIT COMMUNITY LEGAL SERVICES OF MID-FL 128 ORANGE AVE DAYTONA BEACH FL 32114 592013486 501(C)(3) 30135 0 COMMUNITY BENEFIT CONCERNS OF POLICE SURVIVORS INC PO BOX 782385 ORLANDO FL 32878 593233259 501(C)(3) 25856 0 COMMUNITY BENEFIT CORRECTIONAL PEACE OFFICERS FOUNDATION 1346 N MARKET BOULEVARD SACREMENTO CA 95834 680023302 501(C)(3) 5955 0 COMMUNITY BENEFIT DOWN SYNDROME ASSOCIATION OF CENTRAL FL 204 N WYMORE RD WINTER PARK FL 32789 593124673 501(C)(3) 9324 0 COMMUNITY BENEFIT EARLY LEARNING COALITION OF SEMINOLE 280 HUNT PARK COVE SUITE 120 LONGWOOD FL 32789 593664594 501(C)(3) 85563 0 COMMUNITY BENEFIT EDGEWOOD CHILDREN'S RANCH 1451 EDGEWOOD RANCH ROAD ORLANDO FL 32835 591150182 501(C)(3) 13568 0 COMMUNITY BENEFIT ELEVATE ORLANDO PO BOX 940633 MAITLAND FL 32794 263330456 501(C)(3) 50761 0 COMMUNITY BENEFIT FIREFIGHTER CANCER SUPPORT NETWORK 2600 WEST OLIVE AVE 5TH FLOOR - PMB 608 BURBANK CA 91505 204192265 501(C)(3) 17191 0 COMMUNITY BENEFIT FIRST BAPTIST CHURCH - ORLANDO 3000 S JOHN YOUNG PKWY ORLANDO FL 32805 590696287 501(C)(3) 7633 0 COMMUNITY BENEFIT FIRST PRESBYTERIAN CHURCH OF ORLANDO 106 E CHURCH ST ORLANDO FL 32801 590624394 501(C)(3) 6295 0 COMMUNITY BENEFIT FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS 445 W AMELIA AVE STE 901 ORLANDO FL 32801 592788435 501(C)(3) 34790 0 COMMUNITY BENEFIT FOUNDATION FOR SEMINOLE COUNTY PUBLIC SCHOOLS 400 E LAKE MARY BLVD SANFORD FL 32773 592775956 501(C)(3) 40591 0 COMMUNITY BENEFIT GRACE MEDICAL HOME 51 PENNSYLVANIA STREET ORLANDO FL 32806 261817966 501(C)(3) 78845 0 COMMUNITY BENEFIT HARBOR HOUSE PO BOX 680748 ORLANDO FL 32868 591712936 501(C)(3) 88351 0 COMMUNITY BENEFIT HEALTHCARE CENTER FOR HOMELESS 232 N ORANGE BLOSSOM TRAIL ORLANDO FL 32805 593185020 501(C)(3) 53128 0 COMMUNITY BENEFIT HEBNI NUTRITION CONSULTANTS INC 2009 W CENTRAL BLVD ORLANDO FL 32805 593258397 501(C)(3) 50381 0 COMMUNITY BENEFIT HELP NOW OSCEOLA PO BOX 420370 KISSIMMEE FL 34742 592283508 501(C)(3) 77548 0 COMMUNITY BENEFIT HOLOCAUST MEMORIAL RESOURCE & EDUCATION CNTR 851 N MAITLAND AVE MAITLAND FL 32751 592219851 501(C)(3) 5382 0 COMMUNITY BENEFIT HOMELESS SERVICES NETWORK OF CENTRAL FLORIDA 142 E JACKSON ST ORLANDO FL 32801 593213827 501(C)(3) 7000 0 COMMUNITY BENEFIT HOWARD PHILLIPS CENTER CHILDRENFAMILIES 601 W MICHIGAN STREET ORLANDO FL 32805 592244943 501(C)(3) 75927 0 COMMUNITY BENEFIT JEWISH FAMILY SERVICES OF GREATER ORLANDO 2100 LEE ROAD WINTER PARK FL 32789 591873758 501(C)(3) 54972 0 COMMUNITY BENEFIT JOBS PARTNERSHIP OF FLORIDA INC 2250 LEE ROAD NO 201 WINTER PARK FL 32803 593612893 501(C)(3) 23454 0 COMMUNITY BENEFIT JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA 2121 CAMDEN RD ORLANDO FL 32803 590972112 501(C)(3) 25199 0 COMMUNITY BENEFIT LANES TEENAGE GIRLS INC PO BOX 609087 ORLANDO FL 32860 450533559 501(C)(3) 20551 0 COMMUNITY BENEFIT LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOC 100 E ROBINSON ST ORLANDO FL 32801 591208322 501(C)(3) 26039 0 COMMUNITY BENEFIT LGBT CENTER ORLANDO 946 N MILLS AVE ORLANDO FL 32803 133217805 501(C)(3) 102618 0 COMMUNITY BENEFIT LIFT ORLANDO 710 S TAMPA AVE SUITE 209 ORLANDO FL 32805 463607865 501(C)(3) 13266 0 COMMUNITY BENEFIT MEALS ON WHEELS 2801 S FINANCIAL COURT SANFORD FL 32773 592977907 501(C)(3) 57990 0 COMMUNITY BENEFIT NEW IMAGE YOUTH CENTER 208 S PARRAMORE AVE ORLANDO FL 32805 562482818 501(C)(3) 78075 0 COMMUNITY BENEFIT OSCEOLA COUNTY COUNCIL ON AGING BARNEY E VEAL CENTER KISSIMMEE FL 34744 591595398 501(C)(3) 142728 0 COMMUNITY BENEFIT PACE CENTER FOR GIRLS ORANGE COUNTY 445 N WYMORE RD WINTER PARK FL 32789 592414492 501(C)(3) 52147 0 COMMUNITY BENEFIT POLIS INSTITUTE PO BOX 560531 ORLANDO FL 32856 270226565 501(C)(3) 10000 0 COMMUNITY BENEFIT PROTEUS FUND 15 RESEARCH DR STE B AMHERST MA 01002 043243004 501(C)(3) 35000 0 COMMUNITY BENEFIT SAFEHOUSE OF SEMINOLE PO BOX 471279 LAKE MONROE FL 32747 592934243 501(C)(3) 75000 0 COMMUNITY BENEFIT SALVATION ARMY OF ORANGE COUNTY PO BOX 540657 ORLANDO FL 32854 135562351 501(C)(3) 125000 0 COMMUNITY BENEFIT SALVATION ARMY-SEMINOLE PO BOX 1946 SANFORD FL 32772 135562351 501(C)(3) 45899 0 COMMUNITY BENEFIT SECOND HARVEST FOOD BANK 411 MERCY DRIVE ORLANDO FL 32805 592142315 501(C)(3) 95887 0 COMMUNITY BENEFIT SEMINOLE COUNTY BAR ASSOC LEGAL AID SOCIETY 101 W PALMETTO AVE LONGWOOD FL 32750 591591554 501(C)(3) 25734 0 COMMUNITY BENEFIT SENIORS FIRST 5395 LB MCLEOD ROAD ORLANDO FL 32811 592759603 501(C)(3) 76276 0 COMMUNITY BENEFIT STETSON UNIVERSITY 2605 SOUTH ST LEESBURG FL 34748 590624416 501(C)(3) 7803 0 COMMUNITY BENEFIT THE SHARING CENTER 1401 61ST ST S GULFPORT FL 33707 592744535 501(C)(3) 169391 0 COMMUNITY BENEFIT UNITED AGAINST POVERTY 150 W MICHIGAN ST ORLANDO FL 32806 113697936 501(C)(3) 60600 0 COMMUNITY BENEFIT UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CTR PKWY MAITLAND FL 32751 591166446 501(C)(3) 10145 0 COMMUNITY BENEFIT UNIVERSITY OF CENTRAL FLORIDA FOUNDATION 12424 RESEARCH PKWY STE 250 ORLANDO FL 32826 596211832 501(C)(3) 5958 0 COMMUNITY BENEFIT WOMEN ON THE RISE INTERNATIONAL INC 5833 S GOLDENROD RD STE B 151 ORLANDO FL 32822 813388107 501(C)(3) 17500 0 COMMUNITY BENEFIT YMCA OF CENTRAL FLORIDA 433 N MILLS AVE ORLANDO FL 32803 590624430 501(C)(3) 78427 0 COMMUNITY BENEFIT ZEBRA COALITION INC 911 N MILLS AVE ORLANDO FL 32803 271645847 501(C)(3) 51808 0 COMMUNITY BENEFIT 61 0 MEDICAL AND SUPPORT SERVICES 1540 1635781 HOUSING ASSISTANCE (RENT, MORTGAGE, & UTILITIES) 2764 1436938 PART I, LINE 2: PARTNERING AGENCIES OF HEART OF FLORIDA UNITED WAY, INC. ARE A SELECT AND DIVERSE GROUP OF HEALTH AND HUMAN SERVICE PROVIDERS WHO HAVE MET COMPREHENSIVE AND RIGOROUS ADMISSIONS STANDARDS AND ON-GOING PERFORMANCE GUIDELINES FOR THE EFFICIENT, HIGH QUALITY, AND COST-EFFECTIVE DELIVERY OF PROGRAMS AND SERVICES TO THE COMMUNITY. EACH PARTNERING AGENCY SIGNS A STATEMENT OF AGREEMENT TO COMPLY WITH ALL CRITERIA FOR CONTINUING STATUS. THE COMMUNITY'S EXPECTATIONS OF AGENCIES RECEIVING UNITED WAY FUNDING INCLUDE THE FOLLOWING PRINCIPLES FOR THE DELIVERY OF HEALTH AND HUMAN SERVICES: 1) THE AGENCY DEMONSTRATES OVERALL ACCOUNTABILITY. IT SHOULD REFLECT GOOD STEWARDSHIP (MONEY, LEADERSHIP, VOLUNTEERS). IT SHOULD ADHERE TO BUDGET DETAIL, REPORTING REQUIREMENTS, LEVEL OF STANDARDS OF PERFORMANCE, AND DEMANDS OF ITS GOVERNING BOARD. 2) AGENCIES ARE MONITORED AND PERIODICALLY EVALUATED IN TERMS OF CLEARLY DEFINED OUTPUT OBJECTIVES AND OUTCOME-BASED MEASURES. AN OUTCOME-BASED EVALUATION SYSTEM IS USED TO ASSESS, IN AN ONGOING FASHION, THE IMPACT OF CLIENT-BASED PROGRAM SERVICES. 3) ANY SIGNIFICANT CHANGE TO THE AGENCY OR UNITED WAY'S FUNDED PROGRAM(S) AND SERVICES MUST BE REPORTED TO THE HEART OF FLORIDA UNITED WAY, INC. SR. VICE PRESIDENT COMMUNITY IMPACT. EXAMPLES INCLUDE ANY CHANGE TO AGENCY PROTOCOLS, AGENCY LEADERSHIP, CHANGE IN LOCATION, ETC. IN ADDITION, THE AGENCY IS REQUIRED TO REPORT ANY SIGNIFICANT INCIDENTS, OR LEGAL ACTIONS INITIATED AGAINST THE AGENCY, AS WELL AS TO PROVIDE ACCURATE DATA FOR HEART OF FLORIDA UNITED WAY 2-1-1 COMMUNITY DATABASE. TO BE ELIGIBLE TO RECEIVE DONOR DESIGNATED DOLLARS, AGENCIES ARE REQUIRED TO SUBMIT A CURRENT 501(C)(3) STATUS, AS WELL AS THE SIGNED PATRIOT ACT COMPLIANCE FORM REQUIRED TO BE FILED PER THE ANTI-TERRORISM ACT. GRANTS MADE TO INDIVIDUALS ARE PAID TO THIRD PARTY PROVIDERS (I.E. LANDLORDS, LENDERS, ETC.) UPON RECEIPT OF SUPPORTING DOCUMENTATION AND THEREFORE NO MONITORING IS NECESSARY AS FUNDS ARE DISBURSED FOR THE INTENDED PURPOSES DIRECTLY. X 1 1 X X X X 0 0 0 1 0 0 0 1 0 JEFFERY HAYWARD PRESIDENT & CEO 316893 0 81148 0 12000 0 16500 0 26859 0 453400 0 0 0 JILL GREVI CHIEF FINANCIAL OFFICER 236119 0 22000 0 0 0 12906 0 19480 0 290505 0 0 0 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 230753 0 21500 0 0 0 12613 0 17800 0 282666 0 0 0 RAYMOND LARSEN SR. VP COMMUNITY IMPACT 139320 0 0 0 0 0 6966 0 26746 0 173032 0 0 0 ASHLEY BLASEWITZ SR. VP COMMS & EXTERNAL RELATIONS 139191 0 0 0 0 0 6960 0 17361 0 163512 0 0 0 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. X 4 119474 FMV 0 0 1 1 PART I, LINE 32B: HEART OF FLORIDA UNITED WAY USES RAYMOND JAMES & ASSOCIATES AND MORGAN STANLEY TO RECEIVE AND SELL STOCK DONATIONS. FORM 990, PART VI, SECTION A, LINE 1A THE PRESIDENT & CEO IS AN EX-OFFICIO MEMBER OF THE BOARD AND EXECUTIVE COMMITTEE, BUT WITH NO POWER TO MAKE MOTIONS OR TO VOTE. THE EXECUTIVE COMMITTEE HAS ALL THE POWERS OF THE BOARD, EXCEPT FOR THE POWER TO APPOINT AND REMOVE THE PRESIDENT & CEO. WHILE RARELY OCCURRING, ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD WILL BE REPORTED TO THE BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND PRESIDENT & CEO AND IS THEN SUBMITTED TO THE AUDIT AND ETHICS COMMITTEE FOR A FORMAL, THOROUGH REVIEW LED BY THE INDEPENDENT ACCOUNTING FIRM. ANY CHANGES ARE NOTATED AND UPON COMPLETION, A RECOMMENDATION OF APPROVAL IS MADE BEFORE SUBMITTING TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF THE ANNUAL MEMBERSHIP CERTIFICATION PROCESS WITH UNITED WAY WORLD WIDE, THE HEART OF FLORIDA UNITED WAY BOARD OF DIRECTORS AND ALL EMPLOYEES ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY AND DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST WITH THE OPERATIONS OF HEART OF FLORIDA UNITED WAY. FORM 990, PART VI, SECTION B, LINE 15 THE HEART OF FLORIDA UNITED WAY HAS A BOARD APPOINTED COMPENSATION COMMITTEE. THE COMMITTEE IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF COMPENSATION PLANS FOR THE HEART OF FLORIDA UNITED WAY PRESIDENT & CEO AND OTHER C-SUITE STAFF. THE COMMITTEE ENSURES THAT THE COMPENSATION POLICIES SUPPORT THE MISSION AND GOALS OF THE ORGANIZATION. ON AN ANNUAL BASIS THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE PRESIDENT & CEO AND C-SUITE STAFF, AND APPROVING ANY ADJUSTMENTS TO COMPENSATION AND INCENTIVE AWARDS. THE COMMITTEE WORKS IN CONJUNCTION WITH THE PRESIDENT & CEO AND OTHER C-SUITE LEVEL STAFF TO DEVELOP INCENTIVE COMPENSATION GOALS AND MONITORS RESULTS AGAINST THOSE GOALS. COMPENSATION COMMITTEE DISCUSSIONS ARE DOCUMENTED IN MEETING MINUTES AND A SUMMARY COMPILED BY THE COMPENSATION CHAIR. THE PRIMARY OBJECTIVE OF THE COMPENSATION STRUCTURE IS TO PROVIDE REASONABLE AND COMPETITIVE TOTAL COMPENSATION OPPORTUNITIES TO ITS EXECUTIVES THAT ARE CONSISTENT WITH THE MARKET WHEN COMPARING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. WHEN MAKING ANY COMPENSATION DECISIONS, THE COMMITTEE REVIEWED COMPENSATION DATA FROM TARGETED UNITED WAYS AND A MIX OF LARGER NATIONAL AND LOCAL NON-PROFITS, SIMILAR IN SIZE AND LEVEL OF COMPLEXITY. FORM 990, PART VI, SECTION C, LINE 19 HEART OF FLORIDA UNITED WAY, INC. MAKES ITS FINANCIAL STATEMENTS, 990, AND CONFLICT OF INTEREST/ETHICS POLICY AVAILABLE THROUGH THE CFFOUND.ORG WEBSITE AND THE HFUW.ORG WEBSITE, AS WELL AS AT THE PLACE OF BUSINESS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).