2023-01-25T11:00:16-06:00 2022-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 800 NORTH MAGNOLIA AVE SUITE 1300 ORLANDO FL 32803 990 2021-07-01 590808854 HEART OF FLORIDA UNITED WAY INC HEAR 4078350900 1940 CANNERY WAY ORLANDO FL 328044714 JEFFERY HAYWARD PRESIDENT & CEO 4078350911 2023-01-23 1 JEFFERY HAYWARD 999009999 AMANDA ADAMS P00748038 4074237911 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JEFFERY HAYWARD 1940 CANNERY WAY ORLANDO FL 328044714 22076276 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 FIGHTING FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN CENTRAL FLORIDA. 35 35 161 3779 0 0 39918871 19266808 589149 570109 1213499 1168302 97397 115719 41818916 21120938 11887772 11351774 0 0 6528425 7586621 0 0 1052676 4546661 5300275 22962858 24238670 18856058 -3117732 57659357 52280258 7367714 7747985 50291643 44532273 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 FIGHTING FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN CENTRAL FLORIDA. 0 0 13805363 7923083 569649 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. 2461942 2461942 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. 2342185 966749 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. 2252763 460 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. 2252763 460 20862253 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 1 253 0 1 161 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 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 SEAN DEMARTINO CHAIR 2.50 X X 0 0 0 TRACEY POWELL VICE CHAIR 2.50 X X 0 0 0 EDDIE FRANCIS SECRETARY 2.50 X X 0 0 0 MICHAEL MUELLER TREASURER 2.50 X X 0 0 0 JAN ASPURU DIRECTOR 2.50 X 0 0 0 MALCOLM C BARNES DIRECTOR 2.50 X 0 0 0 HEIDI DEBENEDETTI DIRECTOR 2.50 X 0 0 0 JAY DARULLA DIRECTOR 2.50 X 0 0 0 JOHN DAVIS DIRECTOR 2.50 X 0 0 0 DONNA DYSON DIRECTOR 2.50 X 0 0 0 STEPHANIE NELSON GARRIS ESQ DIRECTOR 2.50 X 0 0 0 ELISHA GONZALEZ DIRECTOR 2.50 X 0 0 0 TODD GOODMAN DIRECTOR 2.50 X 0 0 0 HUMBERTO HORMAZA DIRECTOR 2.50 X 0 0 0 LINDA LANDMAN GONZALEZ DIRECTOR 2.50 X 0 0 0 ROBERT MAIOCCO DIRECTOR 2.50 X 0 0 0 MARIE MARTINEZ DIRECTOR 2.50 X 0 0 0 MARITZA MARTINEZ-GUERRERO DIRECTOR 2.50 X 0 0 0 PETER MEYER DIRECTOR 2.50 X 0 0 0 SHERIFF JOHN W MINA DIRECTOR 2.50 X 0 0 0 SHAWN MOLSBERGER DIRECTOR 2.50 X 0 0 0 HOPE NEWSOME DIRECTOR 2.50 X 0 0 0 KARMYN NORWOOD DIRECTOR 2.50 X 0 0 0 GABY ORTIGONI DIRECTOR 2.50 X 0 0 0 MICHAEL PATTILLO DIRECTOR 2.50 X 0 0 0 TAMMY PAYCER DIRECTOR 2.50 X 0 0 0 DR RONALD F PICCOLO PHD DIRECTOR 2.50 X 0 0 0 JOHN PISAN DIRECTOR 2.50 X 0 0 0 CHIEF ORLANDO ROLON DIRECTOR 2.50 X 0 0 0 DAVID RUIZ DIRECTOR 2.50 X 0 0 0 JOANNE SANTIAGO DIRECTOR 2.50 X 0 0 0 ED TIMBERLAKE DIRECTOR 2.50 X 0 0 0 ANNETTA WILSON DIRECTOR 2.50 X 0 0 0 BILL WILSON DIRECTOR 2.50 X 0 0 0 CHAD WILSON DIRECTOR 2.50 X 0 0 0 JEFFERY HAYWARD PRESIDENT & CEO 50.00 X 379577 0 49899 JILL GREVI CHIEF FINANCIAL OFFICER 50.00 X 195021 0 31980 JAHKIYA BELL VICE PRESIDENT, STRATEGIC IMPACT 50.00 X 100790 0 16327 ASHLEY BLASEWITZ SR. VP DONOR & VOLUNTEER EXPERIENCE 50.00 X 118419 0 25715 RAYMOND LARSEN SR. VP STRATEGIC IMPACT & COMM. ENG. 50.00 X 133297 0 36221 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 50.00 X 178377 0 29276 CAROLYN SHERMER SR. VP INFORMATION TECHNOLOGY 50.00 X 100767 0 16824 1206248 0 206242 7 0 1 0 ERNST & YOUNG PO BOX 935514 ATLANTA GA 31193 CONSULTING 200000 VISIONARY VANGUARD GROUP 4767 NEW BROAD ST ORLANDO FL 32814 CONSULTING 125000 ORLANTECH INC 230 LOOKOUT PLACE MAITLAND FL 32751 TECHNOLOGY SUPPORT 101889 3 96250 7208996 11961562 91587 19266808 MANAGEMENT FEES 900099 100238 100238 SERVICE FEES 900099 40556 40556 429315 429315 570109 825802 825802 89251 0 89251 89251 89251 1199233 843905 12828 355328 -12828 342500 342500 125073 96250 98605 26468 26468 21120938 570109 0 1284021 10025584 10025584 1326190 1326190 757592 333340 280309 143943 5243059 3707294 980817 554948 154412 121619 32793 982282 724023 166892 91367 449276 318247 80235 50794 8367 8367 58370 58370 73977 73977 769336 533387 161384 74565 115324 51564 20622 43138 410545 357675 26863 26007 138317 102176 22237 13904 135654 115915 18002 1737 36951 22184 5832 8935 91712 68143 5797 17772 296748 130236 154756 11756 193485 191741 1744 62326 50557 7627 4142 HOMELESSNESS SERVICES 1482843 1482843 CASE MANAGEMENT 643830 643830 EARLY INTERVENTION SERV 150104 150104 MEMBERSHIP DUES 37999 22278 12126 3595 594387 575064 14994 4329 24238670 20862253 2323741 1052676 66315 226345 31712807 28078860 4680107 4866013 290144 253841 123475 153870 6419139 3193712 3235019 3225427 14995264 13154425 2556226 2321477 57659357 52280258 1453447 1591881 2044059 4743713 2331528 1086374 1178200 360480 326017 7367714 7747985 X 42552297 36545945 7739346 7986328 50291643 44532273 57659357 52280258 -3117732 -2641638 0 X 0 1 X 1 1 1 X 29286190 23725842 19570638 39918871 19266808 131768349 29286190 23725842 19570638 39918871 19266808 131768349 5853322 125915027 240126 356227 567538 853468 915053 2932412 88510 66575 6796 12346 26468 200695 134901456 2702455 0.93340 0.94730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3721590 -379469 80481 25510 3236130 3026897 783105 66072 22340 3721590 3060490 113649 126160 21082 3026897 2940826 203387 64071 19652 3060490 2815489 4689 203898 63291 19959 2940826 0.58480 0.41520 1 0 275000 275000 5565530 2870440 2695090 486965 231628 255337 91644 91644 0 3225427 CAMPAIGN PLEDGES DUE TO OTHER UNITED WAY ORGANIZATIONS 31391 CAMPAIGN PLEDGES DUE TO DESIGNATED AGENCIES 294626 326017 16771936 -2641638 717122 -1924516 18696452 73977 2350509 2424486 21120938 22531306 717122 98605 815727 21715579 73977 2449114 2523091 24238670 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 2,461,942. DIRECT FUNDRAISING EVENT EXPENSES -98,605. LOSS ON DISPOSAL OF ASSET -12,828. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 98,605. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 2,461,942. LOSS ON DISPOSAL OF ASSET -12,828. WOMEN'S LEADERSHIP LUNCHEON 221323 96250 125073 41905 56700 221323 96250 125073 41905 56700 98605 26468 1 ADULT LITERACY LEAGUE 345 W MICHIGAN STREET ORLANDO FL 32806 237076600 501(C)(3) 5666 0 COMMUNITY BENEFIT ALL-STAR DADS 5319 LAKE JESSAMINE DR ORLANDO FL 32839 822947609 501(C)(3) 12500 0 COMMUNITY BENEFIT BE A PLAYER 7150 CITRUS AVENUE WINTER PARK FL 32792 461295977 501(C)(3) 6026 0 COMMUNITY BENEFIT BOY SCOUTS OF AMERICA- CENTRAL FLORIDA COUNCIL 1951 S ORANGE BLOSSOM TRAIL APOPKA FL 32703 590624376 501(C)(3) 5549 0 COMMUNITY BENEFIT BOYS & GIRLS CLUBS OF CENTRAL FLORIDA PO BOX 2987 ORLANDO FL 32802 590951887 501(C)(3) 209372 0 COMMUNITY BENEFIT CATHOLIC CHARITIES OF CENTRAL FLORIDA 1819 N SEMORAN BOULEVARD ORLANDO FL 32807 591214353 501(C)(3) 86456 0 COMMUNITY BENEFIT CENTRAL FLORIDA REGIONAL HOUSING TRUST INC 800 MAGNOLIA AVE 1200 ORLANDO FL 32803 384107825 501(C)(3) 50000 0 COMMUNITY BENEFIT CENTRAL FLORIDA URBAN LEAGUE 2804 BELCO DR ORLANDO FL 32808 591766368 501(C)(3) 45000 0 COMMUNITY BENEFIT CHRISTIAN SERVICE CENTER CENTRAL FLORIDA 808 W CENTRAL BOULEVARD ORLANDO FL 32805 591353031 501(C)(3) 75806 0 COMMUNITY BENEFIT CITY YEAR ORLANDO 201 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 222882549 501(C)(3) 200000 0 COMMUNITY BENEFIT COALITION FOR THE HOMELESS 639 W CENTRAL BOULEVARD ORLANDO FL 32801 592814255 501(C)(3) 171759 0 COMMUNITY BENEFIT COMMUNITY COORDINATED CARE FOR CHILDREN 3500 W COLONIAL DRIVE ORLANDO FL 32808 591371754 501(C)(3) 230000 0 COMMUNITY BENEFIT COMMUNITY LEGAL SERVICES OF MID-FL 128 ORANGE AVE DAYTONA BEACH FL 32114 592013486 501(C)(3) 50000 0 COMMUNITY BENEFIT CORRECTIONAL PEACE OFFICERS FOUNDATION 1346 N MARKET BOULEVARD SACRAMENTO CA 95834 680023302 501(C)(3) 12828 0 COMMUNITY BENEFIT EARLY LEARNING COALITION OF SEMINOLE 280 HUNT PARK COVE SUITE 1020 LONGWOOD FL 32750 593664594 501(C)(3) 100000 0 COMMUNITY BENEFIT EDGEWOOD CHILDREN'S RANCH 1451 EDGEWOOD RANCH ROAD ORLANDO FL 32835 591150182 501(C)(3) 7595 0 COMMUNITY BENEFIT EDYTH BUSH CHARITABLE FOUNDATION 199 E WELBOURNE AVE WINTER PARK FL 32790 237318041 501(C)(3) 75000 0 COMMUNITY BENEFIT ELEVATE ORLANDO PO BOX 940633 MAITLAND FL 32794 263330456 501(C)(3) 50000 0 COMMUNITY BENEFIT FIRST PRESBYTERIAN CHURCH OF ORLANDO 106 E CHURCH ST ORLANDO FL 32801 590624394 501(C)(3) 5821 0 COMMUNITY BENEFIT FOUNDATION FOR SEMINOLE COUNTY PUBLIC SCHOOLS 400 E LAKE MARY BLVD SANFORD FL 32773 592775956 501(C)(3) 40000 0 COMMUNITY BENEFIT GRACE MEDICAL HOME 1417 E CONCORD STREET ORLANDO FL 32803 261817966 501(C)(3) 75000 0 COMMUNITY BENEFIT HARBOR HOUSE PO BOX 680748 ORLANDO FL 32868 591712936 501(C)(3) 103696 0 COMMUNITY BENEFIT HEALTHCARE CENTER FOR HOMELESS 232 N ORANGE BLOSSOM TRAIL ORLANDO FL 32805 593185020 501(C)(3) 56718 0 COMMUNITY BENEFIT HEBNI NUTRITION CONSULTANTS INC 2009 W CENTRAL BLVD ORLANDO FL 32805 593258397 501(C)(3) 45000 0 COMMUNITY BENEFIT HELP NOW OSCEOLA PO BOX 420370 KISSIMMEE FL 34742 592283508 501(C)(3) 90000 0 COMMUNITY BENEFIT HOWARD PHILLIPS CENTER CHILDRENFAMILIES 601 W MICHIGAN STREET ORLANDO FL 32805 592244943 501(C)(3) 75000 0 COMMUNITY BENEFIT JOBS PARTNERSHIP OF FLORIDA INC 5336 MILLENIA BLVD STE 5000 ORLANDO FL 32839 593612893 501(C)(3) 45000 0 COMMUNITY BENEFIT JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA 2121 CAMDEN RD ORLANDO FL 32803 590972112 501(C)(3) 50000 0 COMMUNITY BENEFIT LANES TEENAGE GIRLS INC PO BOX 609087 ORLANDO FL 32860 450533559 501(C)(3) 25980 0 COMMUNITY BENEFIT LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOC 100 E ROBINSON ST ORLANDO FL 32801 591208322 501(C)(3) 65000 0 COMMUNITY BENEFIT LGBT CENTER ORLANDO 946 N MILLS AVE ORLANDO FL 32803 133217805 501(C)(3) 100000 0 COMMUNITY BENEFIT LIFT ORLANDO 215 E CENTRAL BOULEVARD ORLANDO FL 32801 463607865 501(C)(3) 12820 0 COMMUNITY BENEFIT MEALS ON WHEELS 2801 S FINANCIAL COURT SANFORD FL 32773 592977907 501(C)(3) 58192 0 COMMUNITY BENEFIT NEW IMAGE YOUTH CENTER 208 S PARRAMORE AVE ORLANDO FL 32805 562482818 501(C)(3) 1076658 0 COMMUNITY BENEFIT ORLANDO DAY NURSERY 626 LAKE DOT CIR ORLANDO FL 32801 590651096 501(C)(3) 100000 0 COMMUNITY BENEFIT OSCEOLA COUNTY COUNCIL ON AGING BARNEY E VEAL CENTER KISSIMMEE FL 34744 591595398 501(C)(3) 141397 0 COMMUNITY BENEFIT PACE CENTER FOR GIRLS ORANGE COUNTY 445 N WYMORE RD WINTER PARK FL 32789 592414492 501(C)(3) 52200 0 COMMUNITY BENEFIT PATHLIGHT HOME 3200 W COLONIAL DR ORLANDO FL 32808 593131199 501(C)(3) 7459 0 COMMUNITY BENEFIT SAFEHOUSE OF SEMINOLE (SEMINOL CTY VICTIMS' RIGHTS COALITION) PO BOX 471279 LAKE MONROE FL 32747 592934243 501(C)(3) 90000 0 COMMUNITY BENEFIT SALVATION ARMY OF ORANGE COUNTY PO BOX 540657 ORLANDO FL 32854 135562351 501(C)(3) 195000 0 COMMUNITY BENEFIT SALVATION ARMY-ORLANDO PO BOX 540657 ORLANDO FL 32854 580660607 501(C)(3) 204991 0 COMMUNITY BENEFIT SALVATION ARMY-SEMINOLE PO BOX 1946 SANFORD FL 32772 135562351 501(C)(3) 45000 0 COMMUNITY BENEFIT SECOND HARVEST FOOD BANK 411 MERCY DRIVE ORLANDO FL 32805 592142315 501(C)(3) 153042 0 COMMUNITY BENEFIT SEMINOLE COUNTY BAR ASSOC LEGAL AID SOCIETY 101 W PALMETTO AVE LONGWOOD FL 32750 591591554 501(C)(3) 55000 0 COMMUNITY BENEFIT SENIORS FIRST 5395 LB MCLEOD ROAD ORLANDO FL 32811 592759603 501(C)(3) 91582 0 COMMUNITY BENEFIT SOS BY URBANDER INC 2584 DOVER GLEN CIR ORLANDO FL 32828 823223402 501(C)(3) 5094 0 COMMUNITY BENEFIT THE SHARING CENTER 600 N HWY 17-92 SUITE 158 LONGWOOD FL 32750 592744535 501(C)(3) 1092743 0 COMMUNITY BENEFIT UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CTR PKWY MAITLAND FL 32751 591166446 501(C)(3) 13730 0 COMMUNITY BENEFIT VALENCIA COLLEGE PO BOX 3028 ORLANDO FL 32802 591216316 501(C)(3) 1000000 0 COMMUNITY BENEFIT WINTER PARK DAY NURSERY 741 S PENNSYLVANIA AVE WINTER PARK FL 32789 590638506 501(C)(3) 100000 0 COMMUNITY BENEFIT WYCLIFFE BIBLE TRANSLATORS 11221 JOHN WYCLIFFE BLVD STE 7 ORLANDO FL 32832 951831097 501(C)(3) 11629 0 COMMUNITY BENEFIT ZEBRA COALITION INC 911 N MILLS AVE ORLANDO FL 32803 271645847 501(C)(3) 50000 0 COMMUNITY BENEFIT 52 0 MEDICAL AND SUPPORT SERVICES 2213 966749 HOUSING ASSISTANCE (RENT, MORTGAGE, & UTILITIES) 784 359441 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 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. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 JEFFERY HAYWARD PRESIDENT & CEO 286333 0 81244 0 12000 0 17838 0 32061 0 429476 0 0 0 JILL GREVI CHIEF FINANCIAL OFFICER 181889 0 13132 0 0 0 9760 0 22220 0 227001 0 0 0 GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 166377 0 12000 0 0 0 8919 0 20357 0 207653 0 0 0 RAYMOND LARSEN SR. VP STRATEGIC IMPACT & COMM. ENG. 132297 0 1000 0 0 0 6665 0 29556 0 169518 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 6 91587 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).