2024-01-26T11:47:44-06:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 800 NORTH MAGNOLIA AVE SUITE 1300 ORLANDO FL 32803 990 2022-07-01 590808854 HEART OF FLORIDA UNITED WAY INC HEAR 4078350900 1940 CANNERY WAY ORLANDO FL 328044714 JEFFERY HAYWARD PRESIDENT & CEO 4078350911 2024-01-22 1 JEFFERY HAYWARD 999009999 1 PAULA WENDLING P00536805 4074237911 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFERY HAYWARD 1940 CANNERY WAY ORLANDO FL 328044714 25850366 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. 36 36 209 6088 0 0 19266808 19779536 570109 499002 1168302 1695248 115719 223380 21120938 22197166 11351774 9783234 0 0 7586621 9436027 0 0 1400573 5300275 3903573 24238670 23122834 -3117732 -925668 52280258 52774466 7747985 9255107 44532273 43519359 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 11426022 6629137 499002 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. 3344757 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. 2606660 1467062 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. 1687035 1687035 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. 1687035 1687035 19064474 1 1 0 0 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 1 168 0 1 209 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 1 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 JEFFERY HAYWARD PRESIDENT & CEO 50.00 0.00 X 395857 0 47785 JILL GREVI CHIEF FINANCIAL OFFICER 50.00 0.00 X 258788 0 49894 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 50.00 0.00 X 257461 0 35707 TADAR MUHAMMAD CHIEF DEVELOPMENT OFFICER 50.00 0.00 X 193692 0 34792 RAYMOND LARSEN SR. VP STRATEGIC IMPACT & COMM. ENG. 50.00 0.00 X 134571 0 39826 NANCY MARIE ALVAREZ-MILLER COMMUNITY ADVOCATE 50.00 0.00 X 163638 0 567 ASHLEY BLASEWITZ SR. VP DONOR & VOLUNTEER EXPERIENCE 50.00 0.00 X 134307 0 26967 SEAN DEMARTINO IMMEDIATE PAST CHAIR 2.50 0.00 X X 0 0 0 TRACEY POWELL CHAIR 2.50 0.00 X X 0 0 0 EDDIE FRANCIS SECRETARY 2.50 0.00 X X 0 0 0 MICHAEL MUELLER TREASURER 2.50 0.00 X X 0 0 0 HOPE NEWSOME VICE CHAIR 2.50 0.00 X X 0 0 0 JAN ASPURU 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 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 STEPHANIE GARDNER DIRECTOR 2.50 0.00 X 0 0 0 ELISHA GONZALEZ BONNEWITZ DIRECTOR 2.50 0.00 X 0 0 0 TODD GOODMAN DIRECTOR 2.50 0.00 X 0 0 0 HUMBERTO HORMAZA DIRECTOR 2.50 0.00 X 0 0 0 CHAR JORDAN DIRECTOR 2.50 0.00 X 0 0 0 LINDA LANDMAN GONZALEZ 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 SHERIFF JOHN W MINA DIRECTOR 2.50 0.00 X 0 0 0 STEPHANIE NELSON GARRIS ESQ DIRECTOR 2.50 0.00 X 0 0 0 KARMYN NORWOOD 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 CHIEF ORLANDO ROLON DIRECTOR 2.50 0.00 X 0 0 0 DAVID RUIZ DIRECTOR 2.50 0.00 X 0 0 0 JOANNE SANTIAGO 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 DIRECTOR 2.50 0.00 X 0 0 0 CHAD WILSON DIRECTOR 2.50 0.00 X 0 0 0 1538314 0 235538 10 0 1 0 CHERRY BEKAERT PO BOX 25549 RICHMOND VA 23260 ACCOUNTING 132445 VIDEOCONNEX 5053 HAWKS HAMMOCK WAY SANFORD FL 32771 VIDEO SERVICES 129671 ERNST & YOUNG PO BOX 935514 ATLANTA GA 31193 CONSULTING 125000 ORLANTECH INC 230 LOOKOUT PLACE MAITLAND FL 32751 TECHNOLOGY SUPPORT 100414 4 65000 6595810 13118726 52076 19779536 MANAGEMENT FEES 900099 178746 178746 SERVICE FEES 900099 50925 50925 269331 269331 499002 1057280 1057280 106779 0 106779 106779 106779 4202615 3564155 492 638460 -492 637968 637968 205154 65000 88553 116601 116601 22197166 499002 0 1918628 4591156 4591156 5192078 5192078 732530 334945 279319 118266 6134179 4383329 1095553 655297 178835 115824 45395 17616 1828064 1291308 342189 194567 562419 388235 111706 62478 4191 4191 119550 119550 49261 49261 346702 282259 45204 19239 310621 70677 31836 208108 388463 320373 39035 29055 124965 92783 22013 10169 184543 146848 24162 13533 45513 28424 6067 11022 122326 98591 11812 11923 284038 124305 157815 1918 219949 207720 12229 72088 56628 9935 5525 HOMELESSNESS SERVICES 593950 593950 CASE MANAGEMENT 289885 289885 EARLY INTERVENTION SERV 199204 199204 MEMBERSHIP DUES 43474 12841 6350 24283 504850 450831 48674 5345 23122834 19064474 2657787 1400573 226345 348644 28078860 11204212 4866013 5136899 253841 89983 153870 106036 6549132 3405236 3225427 3143896 13154425 30346100 2321477 2398696 52280258 52774466 1591881 1337270 4743713 2003598 1086374 3675455 326017 2238784 7747985 9255107 X 36545945 34842030 7986328 8677329 44532273 43519359 52280258 52774466 -925668 -87246 0 X 0 1 X 1 1 1 X 23725842 19570638 39918871 19266808 19779536 122261695 23725842 19570638 39918871 19266808 19779536 122261695 6657314 115604381 356227 567538 853468 915053 1164059 3856345 66575 6796 12346 26468 116601 228786 126346826 2461699 0.91500 0.93340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3236130 258667 72629 17233 3404935 3721590 -379469 80481 25510 3236130 3026897 783105 66072 22340 3721590 3060490 113649 126160 21082 3026897 2940826 203387 64071 19652 3060490 0.57415 0.42585 1 0 275000 275000 5599918 3010015 2589903 582570 303577 278993 91644 91644 0 3143896 CAMPAIGN PLEDGES DUE TO OTHER UNITED WAY ORGANIZATIONS 7500 CAMPAIGN PLEDGES DUE TO DESIGNATED AGENCIES 443899 LOAN PAYABLE 1787385 2238784 20956180 -87246 493511 406265 20549915 49261 1597990 1647251 22197166 21969094 493511 88553 582064 21387030 49261 1686543 1735804 23122834 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 1,687,035. DIRECT FUNDRAISING EVENT EXPENSES -88,553. LOSS ON DISPOSAL OF ASSET -492. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 88,553. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 1,687,035. LOSS ON DISPOSAL OF ASSET -492. WOMEN'S LEADERSHIP LUNCHEON 270154 65000 205154 40119 48434 270154 65000 205154 40119 48434 88553 116601 1 A GIFT FOR TEACHING 6501 MAGIC WAY STE 400C ORLANDO FL 32809 593515162 501(C)(3) 10000 0 COMMUNITY BENEFIT ADULT LITERACY LEAGUE 345 W MICHIGAN STREET ORLANDO FL 32806 237076600 501(C)(3) 40000 0 COMMUNITY BENEFIT ADVENTHEALTH FOUNDATION CENTRAL FLORIDA 800 N MAGNOLIA AVE 6TH FLOOR ORLANDO FL 32803 592219301 501(C)(3) 800000 0 COMMUNITY BENEFIT BE A PLAYER 7150 CITRUS AVENUE WINTER PARK FL 32792 461295977 501(C)(3) 12138 0 COMMUNITY BENEFIT BOY SCOUTS OF AMERICA- CENTRAL FLORIDA COUNCIL 1951 S ORANGE BLOSSOM TRAIL APOPKA FL 32703 590624376 501(C)(3) 5083 0 COMMUNITY BENEFIT BOYS & GIRLS CLUBS OF CENTRAL FLORIDA PO BOX 2987 ORLANDO FL 32802 590951887 501(C)(3) 190747 0 COMMUNITY BENEFIT CATHOLIC CHARITIES OF CENTRAL FLORIDA 1819 N SEMORAN BOULEVARD ORLANDO FL 32807 591214353 501(C)(3) 88658 0 COMMUNITY BENEFIT CENTRAL FLORIDA FOUNDATION 800 MAGNOLIA AVE 1700 ORLANDO FL 32808 593182886 501(C)(3) 50000 0 COMMUNITY BENEFIT CHILDREN'S SAFETY VILLAGE OF CENTRAL FLORIDA 910 FAIRVILLA RD ORLANDO FL 32808 592898030 501(C)(3) 5354 0 COMMUNITY BENEFIT CHRISTIAN HELP EMPLOYMENT & RESOURCE CENTER 450 SEMINOLA BLVD CASSELBERRY FL 32707 593107271 501(C)(3) 40000 0 COMMUNITY BENEFIT CHRISTIAN SERVICE CENTER CENTRAL FLORIDA 808 W CENTRAL BOULEVARD ORLANDO FL 32805 591353031 501(C)(3) 67471 0 COMMUNITY BENEFIT COALITION FOR THE HOMELESS 639 W CENTRAL BOULEVARD ORLANDO FL 32801 592814255 501(C)(3) 141636 0 COMMUNITY BENEFIT COMMUNITY COORDINATED CARE FOR CHILDREN 3500 W COLONIAL DRIVE ORLANDO FL 32808 591371754 501(C)(3) 180000 0 COMMUNITY BENEFIT COMMUNITY LEGAL SERVICES OF MID-FL 128 ORANGE AVE DAYTONA BEACH FL 32114 592013486 501(C)(3) 50000 0 COMMUNITY BENEFIT CONCERNS OF POLICE SURVIVORS INC P O BOX 782385 ORLANDO FL 32878 593233259 501(C)(3) 8037 0 COMMUNITY BENEFIT CORRECTIONAL PEACE OFFICERS FOUNDATION 1346 N MARKET BOULEVARD SACRAMENTO CA 95834 680023302 501(C)(3) 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32868 591712936 501(C)(3) 117112 0 COMMUNITY BENEFIT HEALTHCARE CENTER FOR HOMELESS 232 N ORANGE BLOSSOM TRAIL ORLANDO FL 32805 593185020 501(C)(3) 50000 0 COMMUNITY BENEFIT HEBNI NUTRITION CONSULTANTS INC 2009 W CENTRAL BLVD ORLANDO FL 32805 593258397 501(C)(3) 50000 0 COMMUNITY BENEFIT HELP NOW OSCEOLA PO BOX 420370 KISSIMMEE FL 34742 592283508 501(C)(3) 80000 0 COMMUNITY BENEFIT HOWARD PHILLIPS CENTER CHILDRENFAMILIES 601 W MICHIGAN STREET ORLANDO FL 32805 592244943 501(C)(3) 75000 0 COMMUNITY BENEFIT JEWISH FAMILY SERVICES OF GREATER ORLANDO 2100 LEE ROAD WINTER PARK FL 32789 591873758 501(C)(3) 50000 0 COMMUNITY BENEFIT JOBS PARTNERSHIP OF FLORIDA INC 2250 LEE ROAD NO 201 WINTER PARK FL 32789 593612893 501(C)(3) 45000 0 COMMUNITY BENEFIT LANES TEENAGE GIRLS INC PO BOX 609087 ORLANDO FL 32860 450533559 501(C)(3) 21393 0 COMMUNITY BENEFIT LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOC 100 E ROBINSON ST ORLANDO FL 32801 591208322 501(C)(3) 80000 0 COMMUNITY BENEFIT LGBT CENTER ORLANDO 946 N MILLS AVE ORLANDO FL 32803 133217805 501(C)(3) 100000 0 COMMUNITY BENEFIT MEALS ON WHEELS 2801 S FINANCIAL COURT SANFORD FL 32773 592977907 501(C)(3) 58469 0 COMMUNITY BENEFIT NEW IMAGE YOUTH CENTER 208 S PARRAMORE AVE ORLANDO FL 32805 562482818 501(C)(3) 75000 0 COMMUNITY BENEFIT ORLANDO DAY NURSERY 626 LAKE DOT CIR ORLANDO FL 32801 590651096 501(C)(3) 50000 0 COMMUNITY BENEFIT OSCEOLA COUNTY COUNCIL ON AGING BARNEY E VEAL CENTER KISSIMMEE FL 34744 591595398 501(C)(3) 154240 0 COMMUNITY BENEFIT PACE CENTER FOR GIRLS ORANGE COUNTY 445 N WYMORE RD WINTER PARK FL 32789 592414492 501(C)(3) 50000 0 COMMUNITY BENEFIT PATHLIGHT HOME 3200 W COLONIAL DR ORLANDO FL 32808 593131199 501(C)(3) 17887 0 COMMUNITY BENEFIT SAFEHOUSE OF SEMINOLE (SEMINOL CTY VICTIMS' RIGHTS COALITION) PO BOX 471279 LAKE MONROE FL 32747 592934243 501(C)(3) 80000 0 COMMUNITY BENEFIT SALVATION ARMY OF ORANGE COUNTY PO BOX 540657 ORLANDO FL 32854 135562351 501(C)(3) 150000 0 COMMUNITY BENEFIT SALVATION 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MAITLAND FL 32751 591166446 501(C)(3) 10058 0 COMMUNITY BENEFIT UNITED WAY OF BREVARD COUNTY 1100 ROCKLEDGE BLVD SUITE 3000 ROCKLEDGE FL 32955 590836384 501(C)(3) 16252 0 COMMUNITY BENEFIT UNITED WAY OF VOLUSIA-FLAGLER COUNTIES 3747 INTERNATIONAL SPEEDWAY BLVD DAYTONA BEACH FL 32124 591099774 501(C)(3) 66016 0 COMMUNITY BENEFIT UNIVERSITY OF CENTRAL FLORIDA FOUNDATION 12424 RESEARCH PKWY STE 250 DAYTONA BEACH FL 32826 596211832 501(C)(3) 5102 0 COMMUNITY BENEFIT WINTER PARK DAY NURSERY 741 S PENNSYLVANIA AVE WINTER PARK FL 32789 590638506 501(C)(3) 50000 0 COMMUNITY BENEFIT ZEBRA COALITION INC 911 N MILLS AVE ORLANDO FL 32803 271645847 501(C)(3) 50000 0 COMMUNITY BENEFIT 57 0 MEDICAL AND SUPPORT SERVICES 2219 1467062 HOUSING ASSISTANCE (RENT, MORTGAGE, & UTILITIES) 9021 3725016 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 ACCOUNTABIITY AND PROGRAM SPECIFIC 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) PROGRAMS ARE MONITORED AND PERIODICALLY EVALUATED IN TERMS OF CLEARLY DEFINED OUTPUT OBJECTIVES AND OUTCOME-BASED MEASURES. AN OUTCOME-BASED PROGRAM 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) MUST BE REPORTED TO THE HEART OF FLORIDA UNITED WAY, INC. SR. VICE PRESIDENT OF STRATEGIC IMPACT & COMMUNITY ENGAGEMENT. EXAMPLES INCLUDE ANY CHANGE TO PROGRAM PROTOCOLS, AGENCY OR PROGRAM 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. PART II: AN ADDITIONAL BOARD APPROVED COMMITMENT WAS MADE FOR A $1,000,000 GRANT FOR MENTAL & BEHAVIORAL HEALTH WHICH WAS INCLUDED IN GRANT EXPENSE IN LAST YEAR'S FORM 990, PART IX. A GRANTEE HAD NOT BEEN SELECTED AT THE TIME OF THE APPROVAL AND THEREFORE NO GRANTEE IS LISTED IN SCHEDULE I, PART II WITH RESPECT TO THIS COMMITMENT IN LAST YEAR'S 990. A GRANTEE WAS IDENTIFIED IN THIS YEAR'S 990 FOR $800,000 OF THE PRIOR YEAR COMMITMENT AND THEREFORE IS LISTED IN THE CURRENT YEAR FORM 990 SCHEDULE I, PART II. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 JEFFERY HAYWARD PRESIDENT & CEO 301850 0 82007 0 12000 0 11978 0 35807 0 443642 0 0 0 JILL GREVI CHIEF FINANCIAL OFFICER 237788 0 21000 0 0 0 12940 0 36954 0 308682 0 0 0 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 236961 0 20500 0 0 0 12873 0 22834 0 293168 0 0 0 TADAR MUHAMMAD CHIEF DEVELOPMENT OFFICER 193692 0 0 0 0 0 0 0 34792 0 228484 0 0 0 RAYMOND LARSEN SR. VP STRATEGIC IMPACT & COMM. ENG. 134571 0 0 0 0 0 6729 0 33097 0 174397 0 0 0 NANCY MARIE ALVAREZ-MILLER COMMUNITY ADVOCATE 163638 0 0 0 0 0 0 0 567 0 164205 0 0 0 ASHLEY BLASEWITZ SR. VP DONOR & VOLUNTEER EXPERIENCE 134307 0 0 0 0 0 6715 0 20252 0 161274 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 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. BONUSES FOR OTHER EMPLOYEES ARE RECOMMENDED BY THE CEO AND APPROVED BY THE COMPENSATION COMMITTEE. X 7 52076 FMV 0 0 1 0 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 A, LINE 2 LINDA LANDMAN GONZALEZ AND ELISHA GONZALEZ, BOTH SERVING ON HFUW BOARD OF DIRECTORS, HAVE A FAMILY RELATIONSHIP. 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 FOR FINAL APPROVAL. 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 EXECUTIVE LEVEL 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 APPROVING ANY ADJUSTMENTS TO COMPENSATION AND INCENTIVE AWARDS. THE COMMITTEE WORKS IN CONJUNCTION WITH THE PRESIDENT & CEO AND CFO 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).