2026-01-22T12:08:18-06:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 300 S ORANGE AVENUE STE 1000 ORLANDO FL 32801 990 2024-07-01 590808854 HEART OF FLORIDA UNITED WAY INC HEAR 4078350900 1940 CANNERY WAY ORLANDO FL 328044714 JEFFERY HAYWARD PRESIDENT & CEO 4078350911 2026-01-20 1 1 MELANIE MCPEAK P01346034 4074237911 2024 2025-03-06 01:10:19Z JEFFERY HAYWARD 1940 CANNERY WAY ORLANDO FL 328044714 23894999 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. 33 33 195 8883 0 0 19760757 17426010 707163 2500270 1241143 1791379 108871 47757 21817934 21765416 7466773 6149153 0 0 9857128 10617060 0 0 2109959 6296260 5277765 23620161 22043978 -1802227 -278562 50224464 51068412 6703052 6311569 43521412 44756843 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 9139282 3874354 2500270 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. 5169170 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. 2652962 2274799 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. 16961414 1 1 0 1 0 0 0 0 0 1 1 0 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 1 240 0 1 195 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X LATESHA DANIS 4078350900 1940 CANNERY WAY ORLANDO FL 328044714 NAVEED SHUJAAT BOARD CHAIR (FROM 7/24) 2.50 0.00 X X 0 0 0 STEPHANIE GARDNER TREASURER 2.50 0.00 X X 0 0 0 JAMES TOSCANO ESQ SECRETARY 2.50 0.00 X X 0 0 0 JAMES 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 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 JARROD DILLON DIRECTOR (FROM 7/24) 2.50 0.00 X 0 0 0 SUSIE DYER DIRECTOR (FROM 7/24) 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 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 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 ED TIMBERLAKE DIRECTOR 2.50 0.00 X 0 0 0 ANNETTA WILSON DIRECTOR 2.50 0.00 X 0 0 0 BILL WILSON ESQ DIRECTOR 2.50 0.00 X 0 0 0 CHAD WILSON DIRECTOR 2.50 0.00 X 0 0 0 TRACEY D POWELL BOARD CHAIR (TERM 9/24) 2.50 0.00 X X 0 0 0 HOPE NEWSOME ESQ VICE CHAIR (TERM 11/24) 2.50 0.00 X X 0 0 0 JOAN SOAPES DIRECTOR (TERM 9/24) 2.50 0.00 X 0 0 0 JEFFERY HAYWARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 50.00 0.00 X 415030 0 45659 JILL GREVI CHIEF FINANCIAL OFFICER 50.00 0.00 X 288751 0 33984 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 50.00 0.00 X 282188 0 32230 CAROLYN SHERMER SENIOR VICE PRESIDENT TECHNOLOGY 50.00 0.00 X 139361 0 16650 JAHKIYA BELL SENIOR ADVISOR TO THE PRESIDENT AND CEO 50.00 0.00 X 116454 0 23362 ASHLEY BLASEWITZ SENIOR VICE PRESIDENT COMMUNICATIONS & EXTERNAL RE 50.00 0.00 X 143707 0 24838 RAYMOND LARSEN SENIOR VICE PRESIDENTSTRATEGIC IMPACT & COMMUNITY 50.00 0.00 X 111376 0 23800 1496867 0 200523 12 0 1 0 WESH PO BOX 9296 DES MOINES IA 50306 ADVERTISING 337172 ORLANTECH INC 230 LOOKOUT PLACE MAITLAND FL 32751 TECHNOLOGY SUPPORT 120812 2 133500 7300760 9991750 141983 17426010 VOLUNTEER EVENTS 900099 2325915 2325915 SERVICE FEES 900099 89310 89310 MANAGEMENT FEES 900099 73045 73045 12000 12000 2500270 1555703 1555703 111396 0 111396 111396 111396 2262414 2026738 235676 235676 235676 19554 133500 102845 -83291 -83291 MISCELLANEOUS REVENUE 900099 19652 19652 19652 21765416 2500270 0 1839136 3874354 3874354 2274799 2274799 994315 418804 422148 153363 7390468 5443256 1236387 710825 209147 165408 27966 15773 1388666 1059438 183397 145831 634464 476585 90176 67703 2554 2554 91710 91710 26135 26135 107374 107374 282945 247646 20967 14332 1190877 72516 294303 824058 379985 322141 23526 34318 277755 221793 24979 30983 202198 156990 27812 17396 52867 38341 7833 6693 163521 124658 21012 17851 214434 96764 105293 12377 246708 232468 14240 116442 89535 16896 10011 EMERGENCY HOMELESSNESS 729057 729057 CASE MANAGEMENT 385022 385022 EARLY INTERVENTION SERV 232301 232301 MEMBERSHIP DUES 56411 12570 12171 31670 519469 493301 23633 2535 22043978 16961414 2972605 2109959 105838 89480 11391302 15677341 3505367 3395058 1250 17569 276312 231059 6835128 3868876 3087480 2966252 29282424 26470382 2574491 2221271 50224464 51068412 1340594 1385373 1999331 1803960 1100818 811366 2262309 2310870 6703052 6311569 X 37859610 37869315 5661802 6887528 43521412 44756843 50224464 51068412 -278562 1512708 1285 0 X 0 1 X 1 1 1 X 39918871 19266808 19779536 19760757 17426010 116151982 39918871 19266808 19779536 19760757 17426010 116151982 1343233 114808749 853468 915053 1164059 1549735 1667099 6149414 12346 26468 116601 155415 11069 19652 30721 122487532 4865693 0.93730 0.94510 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. 2024 AMOUNT: $ 19,652. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26135 26135 21910469 21936604 1000000 250000 0 0 1000000 1000000 2000000 3000000 14180 26135 40315 250000 250000 500000 750000 PART I-A, LINE 1: GOVERNMENTAL CONSULTING SERVICES RELATED TO SEEKING APPROPRIATIONS AND REPRESENTING HFUW'S INTEREST IN LEGISLATIVE MATTTERS. 3702819 497872 95909 4104782 3404935 386305 73578 14843 3702819 3236130 258667 72629 17233 3404935 3721590 -379469 80481 25510 3236130 3026897 783105 66072 22340 3721590 0.80510 0.19490 1 0 275000 275000 5689736 3292693 2397043 799084 517997 281087 71308 58186 13122 2966252 CAMPAIGN PLEDGES DUE TO UW'S 5026 CAMPAIGN PLEDGES DUE TO AGENCIES 518459 UNEARNED REVENUE - ERC 1787385 2310870 22209518 1512708 555400 2068108 20141410 107374 1516632 1624006 21765416 20974087 554115 102845 656960 20317127 107374 1619477 1726851 22043978 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 1,619,477. DIRECT FUNDRAISING EVENT EXPENSES -102,845. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 102,845. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 1,619,477. WOMEN UNITED LUNCHEON 153054 133500 19554 60386 42459 153054 133500 19554 60386 42459 102845 -83291 1 AFRICAN AMERICAN CHAMBER OF COMMERCE 3201 E COLONIAL DR STE A-20 ORLANDO FL 32803 931377750 501(C)(3) 10000 0 COMMUNITY BENEFIT ARNOLD & WINNIER PALMER FOUNDATION 9000 BAY HILL BLVD ORLANDO FL 32819 465468220 501(C)(3) 250221 0 COMMUNITY BENEFIT BE A PLAYER 7150 CITRUS AVENUE WINTER PARK FL 32792 461295977 501(C)(3) 39394 0 COMMUNITY BENEFIT BOY SCOUTS OF AMERICA-CENTRAL FLORIDA COUNCIL 1951 S ORANGE BLOSSOM TRAIL APOPKA FL 32703 590624376 501(C)(3) 28180 0 COMMUNITY BENEFIT BOYS & GIRLS CLUBS OF CENTRAL FLORIDA PO BOX 2987 ORLANDO FL 32802 590951887 501(C)(3) 142358 0 COMMUNITY BENEFIT CAREERSOURCE CENTRAL FLORIDA 390 N ORANGE AVE SUITE 700 ORLANDO FL 32801 593396497 501(C)(3) 10000 0 COMMUNITY BENEFIT CATHOLIC CHARITIES OF CENTRAL FLORIDA 1819 N SEMORAN BOULEVARD ORLANDO FL 32807 591214353 501(C)(3) 97088 0 COMMUNITY BENEFIT CENTRAL FLORIDA PUBLIC MEDIA 11510 E COLONIAL DRIVE ORLANDO 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COMMUNITY BENEFIT DESERT VOICES ORAL LEARNING CENTER 3426 E SHEA BLVD PHOENIX AZ 85028 860834633 501(C)(3) 8028 0 COMMUNITY BENEFIT EARLY LEARNING COALITION OF SEMINOLE 280 HUNT PARK COVE SUITE 120 LONGWOOD FL 32750 593664594 501(C)(3) 85000 0 COMMUNITY BENEFIT EDIBLE EDUCATION EXPERIENCE 26 EAST KING STREET ORLANDO FL 32804 465655482 501(C)(3) 10000 0 COMMUNITY BENEFIT ELEVATE ORLANDO PO BOX 940633 MAITLAND FL 32794 263330456 501(C)(3) 50000 0 COMMUNITY BENEFIT FIREFIGHTER CANCER SUPPORT NETWORK 2600 WEST OLIVE AVE 5TH FLOOR-PMB 608 BURBANK CA 91505 204192265 501(C)(3) 29947 0 COMMUNITY BENEFIT FIRST BAPTIST CHURCH-ORLANDO 3000 S JOHN YOUNG PKWY ORLANDO FL 32805 590696287 501(C)(3) 8175 0 COMMUNITY BENEFIT FIRST PRESBYTERIAN CHURCH OF ORLANDO 106 E CHURCH ST ORLANDO FL 32801 590624394 501(C)(3) 6561 0 COMMUNITY BENEFIT FOREST LAKE EDUCATION CENTER 1275 LEARNING LOOP LONGWOOD FL 32779 593143238 501(C)(3) 5033 0 COMMUNITY BENEFIT FOUNDATION FOR SEMINOLE COUNTY PUBLIC SCHOOLS 400 E LAKE 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501(C)(3) 37500 0 COMMUNITY BENEFIT ZEBRA COALITION INC 911 N MILLS AVE ORLANDO FL 32803 271645847 501(C)(3) 56379 0 COMMUNITY BENEFIT 71 0 MEDICAL AND SUPPORT SERVICES 1825 1379522 HOUSING ASSISTANCE (RENT, MORTGAGE, & UTILITIES) 1663 895277 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 AND CHIEF EXECUTIVE OFFICE 310023 0 93007 0 12000 0 17250 0 28409 0 460689 0 0 0 JILL GREVI CHIEF FINANCIAL OFFICER 231000 0 57751 0 0 0 14438 0 19546 0 322735 0 0 0 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 225750 0 56438 0 0 0 14109 0 18121 0 314418 0 0 0 ASHLEY BLASEWITZ SENIOR VICE PRESIDENT COMMUNICATIONS 143707 0 0 0 0 0 7185 0 17653 0 168545 0 0 0 CAROLYN SHERMER SENIOR VICE PRESIDENT TECHNOLOGY 139361 0 0 0 0 0 6968 0 9682 0 156011 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 7 141983 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).