HEART OF FLORIDA UNITED WAY INC Charity Report

Public IRS 990 nonprofit record

HEART OF FLORIDA UNITED WAY INC

EIN 59-0808854 · Federated Giving Programs (T70)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders43 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

77.93%of revenue went to mission work76.9% of expenses · Program services

9.69%of revenue went to fundraising9.6% of expenses

$101.28spent for every $100 of revenueSpending was higher than revenue this year.

13.66%of revenue went to management and office costs13.5% of expenses

$2.32in assets for every $1 spent this yearSome assets cannot be spent right away.

80.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $278,562 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $460,689 for JEFFERY HAYWARD (PRESIDENT AND CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$21,765,416

Mission workProgram services$16,961,41477.93% of revenue76.9% of expenses

ManagementOffice and general costs$2,972,60513.66% of revenue13.5% of expenses

FundraisingAsking for donations$2,109,9599.69% of revenue9.6% of expenses

Total expenses$22,043,978101.28% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 76.9% mission · 13.5% management · 9.6% fundraisingTotal expenses: 101.28% of revenue

2023Expense mix: 82.6% mission · 10.7% management · 6.7% fundraisingTotal expenses: 108.26% of revenue

2022Expense mix: 82.4% mission · 11.5% management · 6.1% fundraisingTotal expenses: 104.17% of revenue

2021Expense mix: 86.1% mission · 9.6% management · 4.3% fundraisingTotal expenses: 114.76% of revenue

2020Expense mix: 88.6% mission · 7.8% management · 3.6% fundraisingTotal expenses: 54.91% of revenue

2019Expense mix: 85.2% mission · 10.0% management · 4.8% fundraisingTotal expenses: 97.15% of revenue

2018Expense mix: 87.5% mission · 7.6% management · 4.9% fundraisingTotal expenses: 97.23% of revenue

2017Expense mix: 89.1% mission · 6.1% management · 4.9% fundraisingTotal expenses: 92.00% of revenue

Money in and money out

Revenue$21,765,416

Expenses$22,043,978

Annual shortfall $278,562 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$16,961,414 · 76.9% of expenses

Management and office costs$2,972,605 · 13.5% of expenses

Fundraising$2,109,959 · 9.6% of expenses

See all reported dollar amounts

Revenue$21,765,416

Expenses$22,043,978

Assets$51,068,412

Income$23,894,999

Contributions$17,426,010

Mission work (program services)$16,961,414

Fundraising$2,109,959

Grants given$58,265,618

Average grant$79,598

Management and general$2,972,605

Executive compensation (total)$661,954

Stocks and bonds$26,470,382

Accounting fees$91,710

Investing fees$107,374

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JEFFERY HAYWARDPRESIDENT AND CHIEF EXECUTIVE OFFICER · 50 hrs/week $460,689Base $415,030 · Other $45,659

JILL GREVICHIEF FINANCIAL OFFICER · 50 hrs/week $322,735Base $288,751 · Other $33,984

GRACIELA NORIEGA JACOBYCHIEF OPERATING OFFICER · 50 hrs/week $314,418Base $282,188 · Other $32,230

ASHLEY BLASEWITZSENIOR VICE PRESIDENT COMMUNICATIONS & EXTERNAL RE · 50 hrs/week $168,545Base $143,707 · Other $24,838

CAROLYN SHERMERSENIOR VICE PRESIDENT TECHNOLOGY · 50 hrs/week $156,011Base $139,361 · Other $16,650

JAHKIYA BELLSENIOR ADVISOR TO THE PRESIDENT AND CEO · 50 hrs/week $139,816Base $116,454 · Other $23,362

RAYMOND LARSENSENIOR VICE PRESIDENTSTRATEGIC IMPACT & COMMUNITY · 50 hrs/week $135,176Base $111,376 · Other $23,800

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (43)

JEFFERY HAYWARDPRESIDENT AND CHIEF EXECUTIVE OFFICER

JILL GREVICHIEF FINANCIAL OFFICER

GRACIELA NORIEGA JACOBYCHIEF OPERATING OFFICER

ASHLEY BLASEWITZSENIOR VICE PRESIDENT COMMUNICATIONS & EXTERNAL RE

CAROLYN SHERMERSENIOR VICE PRESIDENT TECHNOLOGY

JAHKIYA BELLSENIOR ADVISOR TO THE PRESIDENT AND CEO

RAYMOND LARSENSENIOR VICE PRESIDENTSTRATEGIC IMPACT & COMMUNITY

JOHN PISANDIRECTOR

TRACEY D POWELLBOARD CHAIR (TERM 9/24)

JOHN F DAVISDIRECTOR

JOHN MYERS IVDIRECTOR

LYSA BARBANODIRECTOR

MARIE MARTINEZDIRECTOR

MARITZA MARTINEZ-GUERRERODIRECTOR

MICHAEL MUELLERDIRECTOR

NAVEED SHUJAATBOARD CHAIR (FROM 7/24)

NICOLLA BINFORDDIRECTOR

ORLANDO ROLONDIRECTOR

PHIL NIXDIRECTOR

STEPHANIE GARDNERTREASURER

STEPHANIE GARRIS ESQDIRECTOR

SUSIE DYERDIRECTOR (FROM 7/24)

TAMMY PAYCERDIRECTOR

TODD GOODMANDIRECTOR

ANNETTA WILSONDIRECTOR

GABY ORTIGONIDIRECTOR

ATTILA MISZTIDIRECTOR

BILL WILSON ESQDIRECTOR

CHAD WILSONDIRECTOR

CHAR JORDANDIRECTOR

DAVID RUIZDIRECTOR

DONNA DYSONDIRECTOR

ED TIMBERLAKEDIRECTOR

EDDY ELGUEZABALDIRECTOR

JOAN SOAPESDIRECTOR (TERM 9/24)

GEORGIA LORENZDIRECTOR

GRACE CHEHANSKYDIRECTOR

HEIDI DEBENEDETTIDIRECTOR

HOPE NEWSOME ESQVICE CHAIR (TERM 11/24)

JAMES ADAMCZYKDIRECTOR

JAMES TOSCANO ESQSECRETARY

JARROD DILLONDIRECTOR (FROM 7/24)

JAY DARULLADIRECTOR

About this charity

Recognized since: January 1942
Location: 1940 CANNERY WAY, ORLANDO, FL 32804-4718
County: Orange
In care of: % DR NELSON YING CENTER
Primary officer: JEFFERY HAYWARD, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website EmailLiveUnited@HFUW.org Phone(407) 835-0900 Officer phone(407) 835-0911

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CHERRY BEKAERT ADVISORY LLC
NTEE classification: Federated Giving Programs (T70)
IRS tax category: Federated Giving Programs
Grant-giving organization: Yes