HEART OF FLORIDA UNITED WAY INC

EIN: 590808854 501(c)(3) Philanthropy & Grantmaking

ORLANDO, FL

Total Revenue
$21,765,416
Total Expenses
$22,043,978
Total Assets
$51,068,412
Net Assets
$44,756,843
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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
FL
Principal Officer
JEFFERY HAYWARD
Phone
4078350900
Tax Period
2024-07-01 to 2025-06-30

HEART OF FLORIDA UNITED WAY INC, founded in 1988, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.8M in total revenue in fiscal year 2024. Net assets of $44.8M represent 25 months of operating reserves.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $9,139,282 Revenue: $2,500,270

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...

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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.

Program 2
Expenses: $5,169,170

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...

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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.

Program 3
Expenses: $2,652,962

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,426,010
Program Service Revenue $2,500,270
Investment Income $1,791,379
Other Revenue $47,757
TOTAL REVENUE $21,765,416

Expense Breakdown

Grants Paid $6,149,153
Salaries & Benefits $10,617,060
Fundraising Expenses $2,109,959
Program Expenses $16,961,414
Other Expenses $5,277,765
TOTAL EXPENSES $22,043,978

Year-over-Year Comparison

2024 2023 Change
Revenue $21,765,416 $21,817,934 0.0%
Expenses $22,043,978 $23,620,161 -0.1%
Net Income $-278,562 $-1,802,227 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
33
Independent Members
33
Employees
195
Volunteers
8883

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$783,424
Total Directors
36
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NAVEED SHUJAAT BOARD CHAIR (FROM 7/24) 2.50
Officer Director
$0 $0 $0
STEPHANIE GARDNER TREASURER 2.50
Officer Director
$0 $0 $0
JAMES TOSCANO ESQ SECRETARY 2.50
Officer Director
$0 $0 $0
JAMES ADAMCZYK DIRECTOR 2.50
Director
$0 $0 $0
LYSA BARBANO DIRECTOR 2.50
Director
$0 $0 $0
NICOLLA BINFORD DIRECTOR 2.50
Director
$0 $0 $0
GRACE CHEHANSKY DIRECTOR 2.50
Director
$0 $0 $0
JAY DARULLA DIRECTOR 2.50
Director
$0 $0 $0
JOHN F DAVIS DIRECTOR 2.50
Director
$0 $0 $0
HEIDI DEBENEDETTI DIRECTOR 2.50
Director
$0 $0 $0
JARROD DILLON DIRECTOR (FROM 7/24) 2.50
Director
$0 $0 $0
SUSIE DYER DIRECTOR (FROM 7/24) 2.50
Director
$0 $0 $0
DONNA DYSON DIRECTOR 2.50
Director
$0 $0 $0
EDDY ELGUEZABAL DIRECTOR 2.50
Director
$0 $0 $0
STEPHANIE GARRIS ESQ DIRECTOR 2.50
Director
$0 $0 $0
TODD GOODMAN DIRECTOR 2.50
Director
$0 $0 $0
CHAR JORDAN DIRECTOR 2.50
Director
$0 $0 $0
GEORGIA LORENZ DIRECTOR 2.50
Director
$0 $0 $0
MARIE MARTINEZ DIRECTOR 2.50
Director
$0 $0 $0
MARITZA MARTINEZ-GUERRERO DIRECTOR 2.50
Director
$0 $0 $0
ATTILA MISZTI DIRECTOR 2.50
Director
$0 $0 $0
MICHAEL MUELLER DIRECTOR 2.50
Director
$0 $0 $0
JOHN MYERS IV DIRECTOR 2.50
Director
$0 $0 $0
PHIL NIX DIRECTOR 2.50
Director
$0 $0 $0
GABY ORTIGONI DIRECTOR 2.50
Director
$0 $0 $0
TAMMY PAYCER DIRECTOR 2.50
Director
$0 $0 $0
JOHN PISAN DIRECTOR 2.50
Director
$0 $0 $0
ORLANDO ROLON DIRECTOR 2.50
Director
$0 $0 $0
DAVID RUIZ DIRECTOR 2.50
Director
$0 $0 $0
ED TIMBERLAKE DIRECTOR 2.50
Director
$0 $0 $0
ANNETTA WILSON DIRECTOR 2.50
Director
$0 $0 $0
BILL WILSON ESQ DIRECTOR 2.50
Director
$0 $0 $0
CHAD WILSON DIRECTOR 2.50
Director
$0 $0 $0
TRACEY D POWELL BOARD CHAIR (TERM 9/24) 2.50
Officer Director
$0 $0 $0
HOPE NEWSOME ESQ VICE CHAIR (TERM 11/24) 2.50
Officer Director
$0 $0 $0
JOAN SOAPES DIRECTOR (TERM 9/24) 2.50
Director
$0 $0 $0
JEFFERY HAYWARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 50.00
Officer
$415,030 $45,659 $460,689
JILL GREVI CHIEF FINANCIAL OFFICER 50.00
Officer
$288,751 $33,984 $322,735
GRACIELA NORIEGA JACOBY CHIEF OPERATING OFFICER 50.00
Highest
$282,188 $32,230 $314,418
CAROLYN SHERMER SENIOR VICE PRESIDENT TECHNOLOGY 50.00
Highest
$139,361 $16,650 $156,011
JAHKIYA BELL SENIOR ADVISOR TO THE PRESIDENT AND CEO 50.00
Highest
$116,454 $23,362 $139,816
ASHLEY BLASEWITZ SENIOR VICE PRESIDENT COMMUNICATIONS & EXTERNAL RE 50.00
Highest
$143,707 $24,838 $168,545
RAYMOND LARSEN SENIOR VICE PRESIDENTSTRATEGIC IMPACT & COMMUNITY 50.00
Highest
$111,376 $23,800 $135,176
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $21,765,416 $22,043,978 $51,068,412 $-278,562
2024 $21,817,934 $23,620,161 $50,224,464 $-1,802,227
2023 $22,197,166 $23,122,834 $52,774,466 $-925,668
2022 $21,120,938 $24,238,670 $52,280,258 $-3,117,732
2021 $41,818,916 $22,962,858 $57,659,357 $18,856,058
2020 $20,788,493 $20,195,042 $34,712,635 $593,451
2019 $24,506,621 $23,827,898 $32,662,700 $678,723
2018 $30,309,193 $27,884,137 $30,932,314 $2,425,056
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