Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
HEART OF FLORIDA UNITED WAY INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1940 TRAYLOR BLVD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328044714
D Employer identification number

59-0808854
E Telephone number

G Gross receipts $ 25,629,598
F Name and address of principal officer:
ROBERT H BROWN
1940 TRAYLOR BLVD
ORLANDO,FL328044714
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HFUW.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1988
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HEART OF FLORIDA UNITED WAY (HFUW) IS MOVING IN A BOLD DIRECTION FOCUSED ON PREVENTION. BUILDING ON OUR TRADITION OF HELPING MILLIONS OF CENTRAL FLORIDIANS, BY FOCUSING ON PREVENTION, AS OPPOSED TO INTERVENTION, HFUW BELIEVES IT CAN CHANGE THE COURSE FOR FUTURE GENERATIONS OF CHILDREN AND FAMILIES. HFUW HAS DECLARED GOALS TO FIND LONG-TERM SOLUTIONS FOR OUR COMMUNITY'S MOST PRESSING PROBLEMS. THEREFORE, WE ARE FOCUSING RESOURCES AND FUNDING IN FOUR AREAS: ALLEVIATING HUNGER & HOMELESSNESS, BUILDING SAFE COMMUNITIES THROUGH EDUCATION, DEVELOPING HEALTHY CHILDREN & FAMILIES, AND IMPROVING FINANCIAL STABILITY. ACHIEVING LARGE-SCALE IMPACT IN EDUCATION, INCOME, HEALTH AND HOMELESSNESS IN CENTRAL FLORIDA REQUIRES A COLLECTIVE EFFORT WHICH MEANS ORGANIZING CROSS-SECTOR COLLABORATIONS TO DRIVE POSITIVE CHANGE. WE ARE PROUD TO HAVE A BROAD RANGE OF PARTNERS -INDIVIDUALS AND ORGANIZATIONS- WHO HAVE WILLINGLY JOINED US IN BUILDING COLLECTIVE NETWORKS TO HELP US ALL REACH OUR FULL POTENTIAL.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 39
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 38
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 147
6 Total number of volunteers (estimate if necessary) ............. 6 2,925
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 22,824,571 22,108,332
9 Program service revenue (Part VIII, line 2g) ......... 351,791 424,025
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 579,757 526,840
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 422,980 564,485
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 24,179,099 23,623,682
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,013,715 11,738,417
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 5,136,243 5,473,867
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,469,391    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,905,341 5,582,974
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 23,055,299 22,795,258
19 Revenue less expenses. Subtract line 18 from line 12....... 1,123,800 828,424
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 30,193,151 33,009,323
21 Total liabilities (Part X, line 26)............. 4,239,949 5,447,491
22 Net assets or fund balances. Subtract line 21 from line 20..... 25,953,202 27,561,832
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s 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 ENGAGING ALL CITIZENS TO WORK TOGETHER TO BUILD HEALTHY, SAFE, CARING AND STRONG COMMUNITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 13,351,893 including grants of $ 7,525,028 ) (Revenue $ 756,840 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 4,213,389 including grants of $ 4,213,389 ) (Revenue $   )
HEART OF FLORIDA UNITED WAY, INC. ALLOWS FOR OPEN DONOR CHOICE WHERE DONORS ARE ALLOWED TO DESIGNATE TO ANY 501(C)(3) ORGANIZATION.
4c (Code:   ) (Expenses $ 2,129,239 including grants of $   ) (Revenue $   )
THE RYAN WHITE PROGRAM PROVIDED FUNDING TO 8 HIV/AIDS SERVICE ORGANIZATIONS IN ORANGE, OSCEOLA, SEMINOLE AND BREVARD COUNTIES. WITH FUNDING TOTALING OVER $2.1 MILLION, MUCH NEEDED SERVICES AND LINKAGES TO CARE FOR PERSONS INFECTED WITH HIV/AIDS WERE PROVIDED IN 10 SERVICE CATEGORIES TO INCLUDE: MEDICAL CARE, CASE MANAGEMENT, NON-MEDICAL CASE MANAGEMENT, PHARMACEUTICAL ASSISTANCE, TRANSPORTATION, MENTAL HEALTH SERVICES, HEALTH INSURANCE PREMIUMS/CO-PAYS, FOOD BASKETS, NUTRITIONAL COUNSELING AND DENTAL CARE. OVER 4,695 PERSONS INFECTED WITH THIS DISEASE WERE SERVED DURING THE REPORTING PERIOD.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet19,694,521
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
11
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
147
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
39
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
38
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJILL GREVI1940 TRAYLOR BLVDORLANDOFL328044714 (407) 835-0900
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ROBERT BROWN........................................................................
PRESIDENT/CEO
 50.00
.......................   		X   X       278,368 0 45,666
(2) JOHN MOSKOS........................................................................
CHAIR
 2.50
.......................   		X   X       0 0 0
(3) E ANN MCGEE EDD........................................................................
VICE CHAIR
 2.50
.......................   		X   X       0 0 0
(4) JAMES B CROSS........................................................................
TREASURER
 2.50
.......................   		X   X       0 0 0
(5) JOHN PISAN CFP........................................................................
SECRETARY
 2.50
.......................   		X   X       0 0 0
(6) MALCOLM C BARNES........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(7) SHAWN BARTELT........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(8) MARIBETH BISIENERE........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(9) DIANA BOLIVAR........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(10) KAREN DEE........................................................................
PAST CHAIR
 2.50
.......................   		X           0 0 0
(11) VAL B DEMINGS........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(12) JOHN FADOOL........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(13) MICHAEL FRUMKIN PHD........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(14) DAVID FULLER........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(15) JANE GARRARD........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(16) JOEL GLASS........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(17) MICHAEL HARDING........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ROSEANN HARRINGTON........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(19) SANDY HOSTETTER........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(20) MARK JONES........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(21) AVIDO KHAHAIFA........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(22) PATRICIA MADDOX........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(23) MARIE MARTINEZ........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(24) JOHN MINA........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(25) ROBERT NEWLAND........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(26) COMMISSIONER TONY ORTIZ........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(27) RUTH PATRICK........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(28) SAM PERO........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(29) RONALD F PICCOLO PHD........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(30) RONALD ROGERS........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(31) CHIEF PAUL ROONEY........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(32) DAVID RUIZ........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(33) JEFFREY SHAFER........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(34) EDDIE SOLER........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(35) FRANK STJOHN........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(36) KEITH SWIDER........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(37) ED TIMBERLAKE........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(38) RICHARD A WATKINS........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(39) WILLIAM B WILSON........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(40) ASHLEY BLASEWITZ FROM 1814........................................................................
VP OF MARKETING & COMMUNICATIONS
 50.00
.......................   		    X       43,333 0 2,510
(41) JILL GREVI........................................................................
SR. VP/CFO
 50.00
.......................   		    X       124,250 0 28,945
(42) ROBERT HAIGHT........................................................................
SR. VP OF RESOURCE DEVELOPMENT
 50.00
.......................   		    X       117,358 0 40,275
(43) JOAN NELSON........................................................................
VP OF COMMUNITY INVESTMENT
 50.00
.......................   		    X       104,166 0 28,241
(44) LARRY OLNESS........................................................................
VP OF COMMUNITY SERVICES
 50.00
.......................   		    X       107,492 0 38,101
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 774,967 0 183,738
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 222,413
d Related organizations...1d  
e Government grants (contributions)1e 2,345,896
f All other contributions, gifts, grants, and
similar amounts not included above1f 		19,540,023
g Noncash contributions included in lines
1a-1f:$ 		1,498,766
h Total. Add lines 1a-1f.......MediumBullet 22,108,332
Program Service RevenueAmt Business Code
2a MANAGEMENT FEES 812900 278,373 278,373    
b GIFT IN KIND PROGRAM 900099 65,576 65,576    
c SERVICE FEES 812900 61,326 61,326    
d SPONSORSHIPS 541800 18,750 18,750    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 424,025
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 274,839     274,839
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 115,984  
b Less: rental expenses 0  
c Rental income or (loss) 115,984  
d Net rental income or (loss).......MediumBullet 115,984     115,984
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,211,546  
b Less: cost or other basis and sales expenses 1,959,545  
c Gain or (loss) 252,001  
d Net gain or (loss)..........MediumBullet 252,001     252,001
8a Gross income from fundraising events (not including
$ 222,413
of contributions reported on line 1c). See Part IV, line 18 ..
a 162,057
b Less: direct expenses ...b 46,371
c Net income or (loss) from fundraising events..MediumBullet 115,686   115,686
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a OTHER REVENUE 900099 332,815 332,815    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 332,815
12 Total revenue. See Instructions......MediumBullet 23,623,682 756,840 0 758,510
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 11,738,417 11,738,417
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 958,705 556,049 201,328 201,328
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 3,035,696 1,745,565 647,828 642,303
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 286,542 159,897 66,147 60,498
9 Other employee benefits ....... 1,192,924 716,857 238,625 237,442
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 63,770   63,770  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 39,844   39,844  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 134,140 88,439 29,448 16,253
12 Advertising and promotion .... 7,946 6,357 1,192 397
13 Office expenses ....... 252,024 162,326 41,947 47,751
14 Information technology ...... 57,860 38,965 11,162 7,733
15 Royalties ..        
16 Occupancy ........... 172,860 115,660 27,508 29,692
17 Travel ............ 58,452 35,062 8,282 15,108
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 27,238 17,210 3,913 6,115
20 Interest ...........        
21 Payments to affiliates ....... 185,394 61,448 103,290 20,656
22 Depreciation, depletion, and amortization ..... 107,965   95,936 12,029
23 Insurance .............. 57,494 36,331 11,296 9,867
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a EMERGENCY ASSISTANCE PR 2,210,285 2,210,285    
b CASE MANAGEMENT 803,794 803,794    
c MEDICAL 302,135 302,135    
d DRUG REIMBURSEMENTS 263,754 263,754    
e All other expenses 838,019 635,970 39,830 162,219
25 Total functional expenses. Add lines 1 through 24e 22,795,258 19,694,521 1,631,346 1,469,391
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 10,361,140 1 10,946,307
2 Savings and temporary cash investments ......... 170,036 2 0
3 Pledges and grants receivable, net ........... 7,010,517 3 8,122,525
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 11,408 7 15,530
8 Inventories for sale or use .............. 287,966 8 281,301
9 Prepaid expenses and deferred charges .......... 45,955 9 122,567
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,716,702
b Less: accumulated depreciation ..... 10b 2,782,839 3,949,872 10c 3,933,863
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 8,356,257 12 9,587,230
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 30,193,151 16 33,009,323
Liabilities 17 Accounts payable and accrued expenses ......... 1,099,914 17 1,303,113
18 Grants payable .................   18  
19 Deferred revenue ................ 13,455 19 30,908
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 3,126,580 25 4,113,470
26 Total liabilities. Add lines 17 through 25......... 4,239,949 26 5,447,491
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 14,278,703 27 15,438,873
28 Temporarily restricted net assets ........... 10,874,499 28 11,322,959
29 Permanently restricted net assets ........... 800,000 29 800,000
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 25,953,202 33 27,561,832
34 Total liabilities and net assets/fund balances ........ 30,193,151 34 33,009,323
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
23,623,682
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
22,795,258
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
828,424
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
25,953,202
5
Net unrealized gains (losses) on investments ...............
5
780,206
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
27,561,832
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number

59-0808854
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 18,067,420 18,318,215 17,435,213 17,170,246 17,894,943 88,886,037
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 18,067,420 18,318,215 17,435,213 17,170,246 17,894,943 88,886,037
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 3,849,548
6 Public support. Subtract line 5 from line 4. 85,036,489
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 18,067,420 18,318,215 17,435,213 17,170,246 17,894,943 88,886,037
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 257,237 303,267 271,231 277,620 390,823 1,500,178
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 380,144 483,255 377,693 365,402 494,871 2,101,365
11 Total support (Add lines 7 through 10). 92,487,580
12
12
1,753,870
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
91.940 %
15
15
92.760 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number

59-0808854
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
HEART OF FLORIDA UNITED WAY INC
  		Employer identification number

59-0808854
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
HEART OF FLORIDA UNITED WAY INC
  		Employer identification number

59-0808854
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
HEART OF FLORIDA UNITED WAY INC
  		Employer identification number

59-0808854
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number

59-0808854
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,214,822 1,113,482 1,084,924 1,079,764 973,233
b Contributions ........          
c Net investment earnings, gains, and losses 19,833 101,340 28,558 5,160 106,531
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ...... 1,234,655 1,214,822 1,113,482 1,084,924 1,079,764
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   275,000 275,000
b Buildings ................   5,276,710 1,778,648 3,498,062
c Leasehold improvements ............        
d Equipment ................   1,164,992 1,004,191 160,801
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,933,863
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) MUTUAL FUNDS 		7,854,076 F

(B) INVESTMENTS AT COMMUNITY FOUNDATION 		1,733,154 F







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 9,587,230
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
CAMPAIGN PLEDGES DUE TO OTHER UNITED WAY ORGANIZATIONS 361,704
CAMPAIGN PLEDGES DUE TO DESIGNATED AGENCIES 3,751,766







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,113,470
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 20,819,891
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 780,206
b Donated services and use of facilities ......... 2b 622,865
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 46,371
e Add lines 2a through 2d ..................... 2e 1,449,442
3 Subtract line 2e from line 1..................... 3 19,370,449
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 4,253,233
c Add lines 4a and 4b....................... 4c 4,253,233
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 23,623,682
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 19,211,261
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 622,865
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 46,371
e Add lines 2a through 2d...................... 2e 669,236
3 Subtract line 2e from line 1..................... 3 18,542,025
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 4,253,233
c Add lines 4a and 4b....................... 4c 4,253,233
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 22,795,258
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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.
PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF THE FLORIDA STATUTES. THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE JUNE 30, 2011.
PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 46,371.
PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUES DESIGNATED BY DONOR 4,213,389. INVESTMENT MANAGEMENT FEE 39,844.
PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 46,371.
PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS DESIGNATED BY DONOR 4,213,389. INVESTMENT MANAGEMENT FEE 39,844.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number

59-0808854
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

CHEF'S GALA
(event type) 		(b) Event #2

WOMEN'S LEADERSHIP LUNCHEON
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 273,245 111,225   384,470
2 Less: Contributions . . 134,550 87,863   222,413
3 Gross income (line 1
minus line 2) . . . 		138,695 23,362   162,057
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .   8,047   8,047
7 Food and beverages .   13,278   13,278
8 Entertainment . . .   15,000   15,000
9 Other direct expenses . 6,504 3,542   10,046
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 46,371
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 115,686
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number
59-0808854
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) A GIFT FOR TEACHING
6501 MAGIC WAY STE 400C
ORLANDO,FL32809 		59-3515162 501(C)(3) 16,153       ASSISTANCE FOR LOCAL COMMUNITY
(2) ADULT LITERACY LEAGUE
345 W MICHIGAN ST
ORLANDO,FL32806 		23-7076600 501(C)(3) 171,539       ASSISTANCE FOR LOCAL COMMUNITY
(3) AFTER SCHOOL PROGRAMS INC
1520 S POWERLINE ROAD
DEERFIELD BEACH,FL33442 		65-0915728 501(C)(3) 136,172       ASSISTANCE FOR LOCAL COMMUNITY
(4) ALOMA BAPTIST CHURCH
1815 STATE ROAD 436
WINTER PARK,FL32792 		26-1423931 501(C)(3) 10,433       ASSISTANCE FOR LOCAL COMMUNITY
(5) AMERICAN CHARITIES
SUNTRUST BANK WHOLESALE DEP LOCKBOX
79570
BALTIMORE,MD21279 		54-1517707 501(C)(3) 31,953       ASSISTANCE FOR LOCAL COMMUNITY
(6) AMERICAN RED CROSS
PO BOX 536726
ORLANDO,FL32853 		59-0624357 501(C)(3) 234,488       ASSISTANCE FOR LOCAL COMMUNITY
(7) APOPKA LEARNING CENTER
800 S HAWTHORNE AVE
APOPKA,FL32703 		59-1787037 501(C)(3) 58,000       ASSISTANCE FOR LOCAL COMMUNITY
(8) BETA CENTER INC
4680 LAKE UNDERHILL ROAD
ORLANDO,FL32807 		23-7446558 501(C)(3) 254,618       ASSISTANCE FOR LOCAL COMMUNITY
(9) BIG BROTHERS BIG SISTER
807 S ORLANDO AVE
WINTER PARK,FL32789 		59-6555007 501(C)(3) 198,750       ASSISTANCE FOR LOCAL COMMUNITY
(10) BOY SCOUTS OF AMERICA
1951 S ORANGE BLOSSOM TRAIL
APOPKA,FL32703 		59-0624376 501(C)(3) 167,003       ASSISTANCE FOR LOCAL COMMUNITY
(11) BOYS & GIRLS CLUB
PO BOX 2987
ORLANDO,FL32802 		59-0951887 501(C)(3) 662,714       ASSISTANCE FOR LOCAL COMMUNITY
(12) BOYS & GIRLS PEE DEE
PO BOX 93
FLORENCE,SC29503 		57-1072854 501(C)(3) 6,132       ASSISTANCE FOR LOCAL COMMUNITY
(13) CATHOLIC CHARITIES
1819 N SEMORAN BOULEVARD
ORLANDO,FL32807 		59-1072854 501(C)(3) 248,644       ASSISTANCE FOR LOCAL COMMUNITY
(14) CENTRAL FLORIDA YMCA
433 N MILLS AVENUE
ORLANDO,FL32803 		59-0624430 501(C)(3) 155,835       ASSISTANCE FOR LOCAL COMMUNITY
(15) CENTER FOR DRUG FREE LIVING
3670 MAGUIRE BLVD
ORLANDO,FL32803 		59-1532941 501(C)(3) 176,119       ASSISTANCE FOR LOCAL COMMUNITY
(16) CENTER FOR INDEPENDENT LIVING
720 N DENNING DRIVE
WINTER PARK,FL32789 		59-1828770 501(C)(3) 84,081       ASSISTANCE FOR LOCAL COMMUNITY
(17) CHILDREN'S HOME SOCIETY
1485 S SEMORAN BLVD
WINTER PARK,FL32792 		59-0192430 501(C)(3) 204,368       ASSISTANCE FOR LOCAL COMMUNITY
(18) CHRISTIAN HELP FOUNDATION INC
450 SEMINOLA BLVD
CASSELBERRY,FL32707 		59-3107271 501(C)(3) 141,912       ASSISTANCE FOR LOCAL COMMUNITY
(19) CHRISTIAN SERVICE CENTER
808 W CENTRAL BLVD
ORLANDO,FL32805 		59-1353031 501(C)(3) 80,314       ASSISTANCE FOR LOCAL COMMUNITY
(20) CITY YEAR
201 S ORANGE AVE SUITE 600
ORLANDO,FL32801 		22-2882549 501(C)(3) 100,000       ASSISTANCE FOR LOCAL COMMUNITY
(21) COALITION FOR THE HOMELESS
639 W CENTRAL BLVD
ORLANDO,FL32801 		59-2814255 501(C)(3) 508,906       ASSISTANCE FOR LOCAL COMMUNITY
(22) COMMISSION INTERNATIONAL COALITION
PO BOX 870
WINDERMERE,FL34786 		90-0147580 501(C)(3) 7,750       ASSISTANCE FOR LOCAL COMMUNITY
(23) COMMUNITY BASED CARE OF SEMINOLE
117 E LAKE MARY BLVD
SANFORD,FL32733 		01-0631375 501(C)(3) 54,611       ASSISTANCE FOR LOCAL COMMUNITY
(24) COMMUNITY COORDINATED CARE FOR CHILDREN
3500 W COLONIAL DRIVE
ORLANDO,FL32808 		59-1371754 501(C)(3) 409,478       ASSISTANCE FOR LOCAL COMMUNITY
(25) COMMUNITY HEALTH CENTERSINC
PO BOX 1249
APOPKA,FL32703 		59-1480970 501(C)(3) 95,000       ASSISTANCE FOR LOCAL COMMUNITY
(26) DENTAL CARE ACCESS FOUNDATION INC
800 N MILLS AVE
ORLANDO,FL32803 		20-1531222 501(C)(3) 25,000       ASSISTANCE FOR LOCAL COMMUNITY
(27) DEVEREUX FOUNDATION TREATMENT NETWORK
5850 TG LEE BLVD
ORLANDO,FL32822 		23-1390618 501(C)(3) 71,587       ASSISTANCE FOR LOCAL COMMUNITY
(28) EDGEWOOD CHILDREN'S RANCH
1451 EDGEWOOD RANCH RD
ORLANDO,FL32835 		59-1150182 501(C)(3) 130,522       ASSISTANCE FOR LOCAL COMMUNITY
(29) ELEVATE ORLANDO
PO BOX 940633
MAITLAND,FL32794 		26-3330456 501(C)(3) 7,982       ASSISTANCE FOR LOCAL COMMUNITY
(30) FIRST BAPTIST CHURCH OF ORLANDO
3000 S JOHN YOUNG PARKWAY
ORLANDO,FL32805 		59-2953515 501(C)(3) 6,758       ASSISTANCE FOR LOCAL COMMUNITY
(31) FIRST BAPTIST CHURCH OF OVIEDO
45 W BROADWAY
OVIEDO,FL32765 		59-0714205 501(C)(3) 10,160       ASSISTANCE FOR LOCAL COMMUNITY
(32) FLORIDA HOSPITAL FOUNDATION
550 E ROLLINS ST SIXTH FLOOR
ORLANDO,FL32803 		59-2219301 501(C)(3) 82,748       ASSISTANCE FOR LOCAL COMMUNITY
(33) FRONTLINE OUTREACH
3000 SR SMITH ST
ORLANDO,FL32805 		23-7227148 501(C)(3) 25,199       ASSISTANCE FOR LOCAL COMMUNITY
(34) GIFT OF SWIMMING
205 WINDERMERE ROAD
WINTER GARDEN,FL34787 		42-1576859 501(C)(3) 6,793       ASSISTANCE FOR LOCAL COMMUNITY
(35) GIRL SCOUTS OF CITRUS COUNCIL
341 N MILLS AVE
ORLANDO,FL32803 		59-0696293 501(C)(3) 7,218       ASSISTANCE FOR LOCAL COMMUNITY
(36) GIVE KIDS THE WORLD
210 S BASS RD
KISSIMMEE,FL34746 		59-2654440 501(C)(3) 23,026       ASSISTANCE FOR LOCAL COMMUNITY
(37) GOOD NEWS JAIL & PRISON MINISTRY
PO BOX 976
HENRICO,VA23228 		54-0703077 501(C)(3) 9,438       ASSISTANCE FOR LOCAL COMMUNITY
(38) GOODWILL INDUSTRIES OF CF
7531 SORANGE BLOSSOM TRAIL
ORLANDO,FL32809 		59-0908166 501(C)(3) 100,048       ASSISTANCE FOR LOCAL COMMUNITY
(39) GRACE MEDICAL HOME
51 PENNSYLVANIA STREET
ORLANDO,FL32806 		26-1817966 501(C)(3) 135,390       ASSISTANCE FOR LOCAL COMMUNITY
(40) GROWS LITERACY COUNCIL
207 SEMORAN COMMERCE PLACE
APOPKA,FL32703 		59-3200028 501(C)(3) 25,000       ASSISTANCE FOR LOCAL COMMUNITY
(41) HARBOR HOUSE
PO BOX 680748
ORLANDO,FL32868 		59-1712936 501(C)(3) 264,650       ASSISTANCE FOR LOCAL COMMUNITY
(42) HEBNI NUTRITION CONSULTANTS INC
2009 WCENTRAL BLVD
ORLANDO,FL32805 		59-3258397 501(C)(3) 46,300       ASSISTANCE FOR LOCAL COMMUNITY
(43) HELP NOW OSCEOLA
PO BOX 420370
KISSIMMEE,FL34742 		59-2283508 501(C)(3) 97,057       ASSISTANCE FOR LOCAL COMMUNITY
(44) HOPE COMMUNITY CENTER
1016 N PARK AVENUE
APOPKA,FL32712 		56-2551312 501(C)(3) 83,882       ASSISTANCE FOR LOCAL COMMUNITY
(45) HOWARD PHILLIPS CENTER CHILDRENFAMILIES
601 W MICHIGAN ST
ORLANDO,FL32805 		59-2244943 501(C)(3) 452,340       ASSISTANCE FOR LOCAL COMMUNITY
(46) IMPOWER
668 N ORLANDO AVE STE 210
MAITLAND,FL32751 		65-0439778 501(C)(3) 81,460       ASSISTANCE FOR LOCAL COMMUNITY
(47) INDEPENDENT CHARITIES OF AMERICA
1000 LAKESPUR LANDING CIR STE 340
LAKESPUR,CA94939 		59-2244943 501(C)(3) 11,257       ASSISTANCE FOR LOCAL COMMUNITY
(48) JEWISH FAMILY SERVICES
2100 LEE ROAD
WINTER PARK,FL32789 		59-1873758 501(C)(3) 60,185       ASSISTANCE FOR LOCAL COMMUNITY
(49) JOURNEY CHRISTIAN CHURCH
1965 ORANGE BLOSSOM TRAIL
APOPKA,FL32703 		59-1532755 501(C)(3) 15,632       ASSISTANCE FOR LOCAL COMMUNITY
(50) JUVENILE DIABETES RESEARCH FOUNDATION
370 CENTER POINTE CIR STE 1154
ALTAMONTE SPRINGS,FL32701 		23-1907729 501(C)(3) 7,135       ASSISTANCE FOR LOCAL COMMUNITY
(51) LANE TEENAGE GIRLS
PO BOX 609087
ORLANDO,FL32860 		45-0533559 501(C)(3) 18,716       ASSISTANCE FOR LOCAL COMMUNITY
(52) LEGAL AID SOCIETY OF ORANGE COUNTY
100 E ROBINSON STREET
ORLANDO,FL32801 		59-1208322 501(C)(3) 111,011       ASSISTANCE FOR LOCAL COMMUNITY
(53) LIGHTHOUSE CENTRAL FLORIDA
215 E NEW HAMPSHIRE STREET
ORLANDO,FL32804 		59-2418228 501(C)(3) 124,603       ASSISTANCE FOR LOCAL COMMUNITY
(54) MERCY DRIVE MINISTRIES
1531 MERCY DR
ORLANDO,FL32808 		94-2707273 501(C)(3) 14,674       ASSISTANCE FOR LOCAL COMMUNITY
(55) MEALS ON WHEELS
2801 S FINANCIAL CT
SANFORD,FL32773 		59-2977907 501(C)(3) 108,282       ASSISTANCE FOR LOCAL COMMUNITY
(56) METROWEST INTERNATIONAL CHURCH OF NAZARENE
3705 N APOPKA VINELAND RD
ORLANDO,FL32818 		59-0917278 501(C)(3) 10,857       ASSISTANCE FOR LOCAL COMMUNITY
(57) ORLANDO AFTER-SCHOOL ALL-STARS SUMMER OF DREAMS
400 S ORAND AVENUE 9TH FLOOR
ORLANDO,FL32801 		59-3313614 501(C)(3) 28,741       ASSISTANCE FOR LOCAL COMMUNITY
(58) ORLANDO COMMUNITY & YOUTH TRUST
595 N PRIMROSE DRIVE
ORLANDO,FL32803 		65-0572536 501(C)(3) 148,515       ASSISTANCE FOR LOCAL COMMUNITY
(59) ORLANDO DAY NURSERY
626 LAKE DOT CIRCLE
ORLANDO,FL32801 		59-0651096 501(C)(3) 121,684       ASSISTANCE FOR LOCAL COMMUNITY
(60) ORLANDO FIREFIGHTERS BENEVOLENT
4005 N ORANGE BLOSSOM TRAIL STE A
ORLANDO,FL32804 		20-0794508 501(C)(3) 39,860       ASSISTANCE FOR LOCAL COMMUNITY
(61) ORLANDO NEIGHBORHOOD IMPROVEMENT CORPORATION
101 S TERRY AVENUE
ORLANDO,FL32805 		59-2669952 501(C)(3) 143,000       ASSISTANCE FOR LOCAL COMMUNITY
(62) OSCEOLA COUNTY COUNCIL ON AGING
BARNEY E VEAL CENTER
KISSIMMEE,FL34744 		59-1595398 501(C)(3) 346,175       ASSISTANCE FOR LOCAL COMMUNITY
(63) PACE CENTER FOR GIRLS
445 N WYMORE ROAD
WINTER PARK,FL32789 		59-2414492 501(C)(3) 66,192       ASSISTANCE FOR LOCAL COMMUNITY
(64) RESCUE OUTREACH MISSION
PO BOX 412
SANFORD,FL32772 		59-2876415 501(C)(3) 123,589       ASSISTANCE FOR LOCAL COMMUNITY
(65) RONALD MCDONALD HOUSE CHARITIES
1030 N ORANGE AVE
ORLANDO,FL32801 		36-2934689 501(C)(3) 5,342       ASSISTANCE FOR LOCAL COMMUNITY
(66) SAFEHOUSE OF SEMINOLE
PO BOX 471279
LAKE MONROE,FL32747 		59-2934243 501(C)(3) 99,812       ASSISTANCE FOR LOCAL COMMUNITY
(67) SALVATION ARMY-ORLANDO
PO BOX 540657
ORLANDO,FL32854 		58-0660607 501(C)(3) 311,318       ASSISTANCE FOR LOCAL COMMUNITY
(68) SALVATION ARMY-SEMINOLE
PO BOX 1946
SANFORD,FL32772 		13-5562351 501(C)(3) 51,670       ASSISTANCE FOR LOCAL COMMUNITY
(69) SECOND HARVEST FOOD BANK
2008 BRENGLE AVE
ORLANDO,FL32808 		59-2142315 501(C)(3) 391,053       ASSISTANCE FOR LOCAL COMMUNITY
(70) SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY
101 W PALMETTO AVENUE
LONGWOOD,FL32750 		59-1591554 501(C)(3) 79,788       ASSISTANCE FOR LOCAL COMMUNITY
(71) SENIORS FIRST
5395 LB MCLEOD ROAD
ORLANDO,FL32811 		59-2759603 501(C)(3) 127,313       ASSISTANCE FOR LOCAL COMMUNITY
(72) STEWARDSHIP
1940 TRAYLOR BOULEVARD
ORLANDO,FL32804 		59-0808854 501(C)(3) 135,104       ASSISTANCE FOR LOCAL COMMUNITY
(73) ST MARY MAGDALEN CHURCH
861 MAITLAND AVE
ALTAMONTE SPRINGS,FL32701 		59-0877829 501(C)(3) 7,266       ASSISTANCE FOR LOCAL COMMUNITY
(74) SUMMIT CHURCH
735 HERDON AVE
ORLANDO,FL32839 		35-1161320 501(C)(3) 6,791       ASSISTANCE FOR LOCAL COMMUNITY
(75) THE CHRIST SCHOOL
106 E CHURCH ST
ORLANDO,FL32801 		59-3364919 501(C)(3) 5,372       ASSISTANCE FOR LOCAL COMMUNITY
(76) THE RUSSELL HOUSE
510 HOLDEN AVE
ORLANDO,FL32839 		59-1051408 501(C)(3) 5,665       ASSISTANCE FOR LOCAL COMMUNITY
(77) UNITED ARTS OF CENTRAL FLORIDA
2450 MAITLAND CTR PKWY
MAITLAND,FL32751 		59-1166446 501(C)(3) 19,973       ASSISTANCE FOR LOCAL COMMUNITY
(78) WILLOW CREEK CHURCH
4725 EAST LAKE DR
WINTER SPRINGS,FL32708 		59-2825243 501(C)(3) 10,453       ASSISTANCE FOR LOCAL COMMUNITY
(79) WINTER PARK DAY NUSERY
741 S PENNSYLVANIA AVE
WINTER PARK,FL32789 		59-0638506 501(C)(3) 73,949       ASSISTANCE FOR LOCAL COMMUNITY
(80) WINTER PARK PRESBYTERIAN CHURCH
400 S LAKEMONT AVE
WINTER PARK,FL32792 		59-0830757 501(C)(3) 8,475       ASSISTANCE FOR LOCAL COMMUNITY
(81) WWP INC
4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		20-2370934 501(C)(3) 7,073       ASSISTANCE FOR LOCAL COMMUNITY
(82) COMMUNITY HEALTH CHARITIES OF FLORIDA
3333 W PENSACOLA ST BLDG200
TALLAHASSEE,FL32304 		59-3218006 501(C)(3) 65,266       ASSISTANCE FOR LOCAL COMMUNITY
(83) AMAZING GRACE WORLD MISSION INC
2929 HICKORY CREEK DR
ORLANDO,FL82818 		56-2296563 501(C)(3)   26,626 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(84) APOPKA FAMILY LEARNING CENTER
800 S HAWTHORNE AVE
APOPKA,FL32703 		59-1787037 501(C)(3)   8,998 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(85) BOYS & GIRLS CLUB OF CENTRAL FLORIDA
101 E COLONIAL DR
ORLANDO,FL32801 		59-0951887 501(C)(3)   16,785 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(86) CENTER FOR CHANGE
810 ROSEMIST CT
ORLANDO,FL34761 		20-3062727 501(C)(3)   30,038 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(87) CENTER FOR DRUG FREE LIVING
3670 MAGUIRE BLVD
ORLANDO,FL32803 		59-1532941 501(C)(3)   25,883 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(88) CENTER FOR MULTICULTURAL WELLNESS & PREVENTION INC
1814 W COLONIAL DR
ORLANDO,FL32804 		59-3368679 501(C)(3)   17,992 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(89) CHILDREN'S HOME SOCIETY OF FLORIDA
1485 S SEMORAN BLVD
WINTER PARK,FL32792 		59-0192430 501(C)(3)   12,374 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(90) CHRISTIAN HELP FOUNDATION INC
450 SEMINOLA BLVD
CASSELBERRY,FL32707 		59-3107271 501(C)(3)   10,521 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(91) CLEAN THE WORLD
400-A PITTMAN ST
ORLANDO,FL32801 		26-4212487 501(C)(3)   42,548 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(92) COMMUNITY COORDINATED CARE FOR CHILDREN
3500 W COLONIAL DRIVE
ORLANDO,FL32808 		59-1371754 501(C)(3)   7,948 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(93) CONSUMER DEBT COUNSELORS
831 W MORSE BLVD
WINTER GARDEN,FL32789 		59-3548266 501(C)(3)   29,616 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(94) GOD'S LITTLE LAMBS LEARNING CENTER INC
1056 NORTH PINE HILLS ROAD
ORLANDO,FL32808 		75-3104924 501(C)(3)   9,317 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(95) GREAT HONOR HOUSE
103 ROLLINS STREET
SANFORD,FL32771 		75-3160252 501(C)(3)   50,031 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(96) HAITI HEALTH & REHABILITATION
469 ALINOLE LOOP
LAKE MARY,FL32746 		80-0603185 501(C)(3)   5,101 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(97) HEART OF FLORIDA UNITED WAY
1940 TRAYLOR BOULEVARD
ORLANDO,FL32804 		59-0808854 501(C)(3)   106,594 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(98) HOPE COMMUNITY CENTER
1016 N PARK AVENUE
APOPKA,FL32712 		56-2551312 501(C)(3)   13,148 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(99) HOPE N LITERACY INTERNATIONAL FOUNDATION INC
PO BOX 1925
CASSELBERRY,FL32718 		59-3654481 501(C)(3)   312,076 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(100) INTERFAITH HUMANITARIAN SERVICES
2013 CRICKET DR
ORLANDO,FL32808 		59-3709634 501(C)(3)   55,135 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(101) INTERNATIONAL ASSOCIATION OF ACADEMICS METHODS
6103 BEECHMNT BLVD
ORLANDO,FL32808 		27-2009085 501(C)(3)   23,613 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(102) JESUS THE LIGHT OF LIFE OUTREACH MINISTRY INC
6220 ALL AMERICAN BLVDSTE 34
ORLANDO,FL32810 		59-3313614 501(C)(3)   283,088 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(103) KINGDOM LIFE MINISTRIES
2817 BELCO DRIVE 10
ORLANDO,FL32808 		26-1958837 501(C)(3)   31,216 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(104) MINISTRY OF HOPE
4421 S KIRMAN RD 102
ORLANDO,FL32811 		54-1598036 501(C)(3)   34,303 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(105) NAP FORD COMMUNITY SCHOOL
648 WEST LIVINGSTON ST
ORLANDO,FL32801 		59-3662275 501(C)(3)   12,275 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(106) ONE HEART FOR WOMEN AND CHILDREN
914 ALMOND TREE CIR
ORLANDO,FL32835 		30-0584360 501(C)(3)   121,709 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(107) RESCUE OUTREACH MISSION
1701 HISTORIC GOLDSBORO BLVD
SANFORD,FL32771 		59-2876415 501(C)(3)   10,030 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(108) SALVATION ARMY - ORLANDO
416 WEST COLONIAL DR
ORLANDO,FL32804 		58-0660607 501(C)(3)   21,863 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(109) SECOND HARVEST FOOD BANK
411 MERCY DRIVE
ORLANDO,FL32805 		59-2142315 501(C)(3)   5,334 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(110) ST VINCENT DEPAUL SOCIETY ANNUNCIATION CATHOLIC CHURCH
1020 MONTOGMERY RD
ALTAMONTE SPRINGS,FL32717 		59-2948683 501(C)(3)   6,056 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(111) UNITED CEREBRAL PALSEY
3305 S ORANGE AVENUE
ORLANDO,FL32806 		59-0799925 501(C)(3)   5,200 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(112) WINTER PARK DAY NURSERY
741 PENNSYLVANIA AVE
WINTER PARK,FL32789 		59-0638506 501(C)(3)   7,384 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(113) X-TENDING HANDS INC
7067 BLAIR DRIVE
ORLANDO,FL32808 		82-0582436 501(C)(3)   5,362 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
(114) YMCA OF CENTRAL FLORIDA
433 N MILLS AVENUE
ORLANDO,FL32803 		59-0624430 501(C)(3)   7,948 FAIR MARKET VALUE SUPPLIES ASSISTANCE FOR LOCAL COMMUNITY
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
114
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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 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 ON-GOING 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. VICE PRESIDENT OF COMMUNITY INVESTMENT. 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 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 IRS 501(C)(3) STATUS AS WELL AS THE SIGNED PATRIOT ACT COMPLIANCE FORM REQUIRED TO BE FILED PER THE ANTI-TERRORISM ACT.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number

59-0808854
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)ROBERT BROWNPRESIDENT/CEO (i)
(ii)		 188,158
0 		75,810
0 		14,400
0 		26,883
0 		18,783
0 		324,034
0 		0
0
(2)JILL GREVISR. VP/CFO (i)
(ii)		 124,250
0 		0
0 		0
0 		12,662
0 		16,283
0 		153,195
0 		0
0
(3)ROBERT HAIGHTSR. VP OF RESOURCE DEVELOPMENT (i)
(ii)		 117,358
0 		0
0 		0
0 		12,297
0 		27,978
0 		157,633
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number

59-0808854
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 7 31,023 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( SUPPLIES, FUR ) X 350 1,467,743 FAIR MARKET VALUE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
HEART OF FLORIDA UNITED WAY INC
 
Employer identification number

59-0808854
Return Reference Explanation
FORM 990, PART III, LINE 4A - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS UNITED WAY 2-1-1 THE UNITED WAY 2-1-1 RESPONDED TO 136,406 CONTACTS DURING FY13/14. OF THESE CONTACTS, 2,073 WERE CHATS, 352 WERE TEXTS AND 275 WERE EMAILS. MUCH LIKE 4-1-1 OR 9-1-1, THIS EASY-TO-REMEMBER COMMUNITY RESOURCE AND REFERRAL HELPLINE LINKS THOSE IN NEED WITH NEARLY 2,000 ASSISTANCE PROGRAMS ADMINISTERED BY MORE THAN 800 CENTRAL FLORIDA HEALTH AND SOCIAL SERVICE AGENCIES. ANSWERING CALLS, CHATS, TEXTS AND EMAILS 24 HOURS PER DAY, HIGHLY TRAINED SPECIALISTS MAKE FREE REFERRALS TO HELP CALLERS FIND ASSISTANCE WITH CHILD AND ELDER CARE, DISABILITIES, AFFORDABLE HOUSING, FOOD, RENT, MEDICARE PART D, MENTAL HEALTH SERVICES AND MANY OTHER SOCIAL SERVICE ISSUES. PROGRAM HIGHLIGHTS: * 2-1-1 RESPONDED TO 12,529 CRISIS CONTACTS; 1,095 OF WHICH REQUIRED SUICIDE PREVENTION SERVICES. 58% MORE SUICIDE PREVENTION CONTACTS THAN IN FY12/13. * 2-1-1 SCHEDULED 3,759 FAMILIES FOR A FINANCIAL ASSISTANCE ELIGIBILITY APPOINTMENT WITH A CASE MANAGER. THUS PROVIDING A ONE CONTACT SOLUTION FOR CLIENTS SEEKING THESE LIMITED RESOURCES. * PROVIDED INFORMATION TO OVER 3,100 COMMUNITY MEMBERS REGARDING THE EARNED INCOME TAX CREDIT PROGRAM, IN PARTNERSHIP WITH THE ORLANDO REGIONAL CHAMBER OF COMMERCE, ORANGE COUNTY AND THE CITY OF ORLANDO. * PROVIDED INFORMATION TO OVER 900 COMMUNITY MEMBERS ABOUT THE AFFORDABLE CARE ACT AND SCHEDULED 109 APPOINTMENTS FOR RESIDENTS SEEKING ENROLLMENT ASSISTANCE IN THE NATIONAL HEALTH CARE EXCHANGE. * THE TOP FIVE SERVICES REQUESTED BY CENTRAL FLORIDA RESIDENTS IN FY13/14 WERE HOUSING ASSISTANCE, UTILITY ASSISTANCE, FOOD SERVICES, MEDICAL ASSISTANCE AND MENTAL HEALTH SERVICES. OVER HALF OF THE COMMUNITY MEMBERS REACHING OUT TO 2-1-1 WERE REQUESTING ASSISTANCE WITH BASIC NEEDS. UNITED WAY EMERGENCY AND HOMELESSNESS SERVICES (EHS) PROGRAM: MORE THAN 58,282 TRI-COUNTY RESIDENTS FACING IMPENDING HOMELESSNESS, HUNGER AND OTHER EMERGENCIES ALSO RECEIVED HELP THROUGH UNITED WAY'S EHS PROGRAMS. THE NETWORK OF AGENCIES UNDER THE EHS PROGRAMS PROVIDE THE CASE WORK, VERIFY/DOCUMENT NEEDS, DETERMINE CLIENT ELIGIBILITY, AND SUBMIT ASSISTANCE REQUESTS FOR VENDOR PAYMENT PROCESSING. THE NEEDS ADDRESSED BY THIS PROGRAM ARE: * PROVIDING ALLOCATION AND EXPENDITURE ACCOUNTABILITY TO FUNDERS BY ENSURING THAT FUNDING GUIDELINES ARE FOLLOWED AND CLIENTS ARE SERVED CONFIDENTIALLY AND EXPEDITIOUSLY. * PREVENTING DUPLICATION OF SERVICES BY PROVIDING A CENTRALIZED DATABASE THAT IS ACCESSIBLE TO PARTICIPATING AGENCIES, ENABLING THEM TO VIEW PREVIOUS ASSISTANCE HISTORY OF CLIENTS AND TRACK FUND BALANCES. BECAUSE THE TOP REQUESTS FOR SERVICES THROUGH UNITED WAY 2-1-1 ARE HOUSING ASSISTANCE, UTILITY ASSISTANCE, AND FOOD SERVICES IT IS ESSENTIAL TO HAVE A COORDINATING PROGRAM TO ADMINISTER COMMUNITY FUNDS. PROGRAM HIGHLIGHTS: * OVER 136 FAMILIES WERE ABLE TO AVOID OR RECOVER FROM HOMELESSNESS THROUGH THE VETERAN ASSISTANCE PROGRAMS THAT HFUW ADMINISTERED LAST YEAR. THROUGH ONGOING CASE MANAGEMENT, CLIENTS ALSO RECEIVED BUDGET COUNSELING TO HELP THEM REDUCE DEBT, INCREASE INCOME, AND BUILD SELF-SUFFICIENCY. * OVER 46,660 PEOPLE RECEIVED CRITICAL ASSISTANCE THROUGH $1 MILLION IN FEDERAL EMERGENCY FOOD & SHELTER PROGRAM (EFSP) FUNDS, WHICH UNITED WAY DISTRIBUTED TO SUPPLEMENT THE WORK OF LOCAL AGENCIES. *5,767 RESIDENTS IN NEED WERE ABLE TO KEEP THEIR ELECTRICITY ON THANKS TO A UTILITY ASSISTANCE PROGRAM THAT HFUW ADMINISTERS IN PARTNERSHIP WITH THE ORLANDO UTILITIES COMMISSION (OUC), DUKE ENERGY AND OTHERS. UNITED WAY'S VOLUNTEER RESOURCE CENTER THE UNITED WAY VOLUNTEER RESOURCE CENTER (VRC) SERVES AS THE GATEWAY TO OUR COMMUNITY'S VOLUNTEER OPPORTUNITIES. IN ADDITION TO HELPING LOCAL NONPROFIT AGENCIES DEVELOP, MANAGE AND PROMOTE OPPORTUNITIES, THE VRC LINKS ALL SEGMENTS OF THE COMMUNITY - CORPORATE GROUPS, CHURCH GROUPS, CIVIC GROUPS, SCHOOL GROUPS, FAMILIES, ADULTS, AND YOUTH WITH OPPORTUNITIES TO GET INVOLVED. PROGRAM HIGHLIGHTS: * COORDINATED UNITED WAY DAYS OF CARING, WHICH WAS SUPPORTED BY MORE THAN 1,793 VOLUNTEERS AT 51 PROJECTS WITH 24 AGENCIES IN ORANGE, OSCEOLA, AND SEMINOLE COUNTIES. OVERALL, 56 COMPANIES DONATED 6,587 HOURS, RESULTING IN VOLUNTEER SERVICES VALUED AT MORE THAN $145,000. * REFERRED 4,875 VOLUNTEERS TO 211 AGENCIES THROUGH OUR ONLINE DATABASE OF VOLUNTEER OPPORTUNITIES. * ORGANIZED A COMMUNITY-WIDE DAY OF ACTION, WHERE A RECORD 370 VOLUNTEERS COMPLETED SERVICE PROJECTS AT 22 AGENCIES WITH PROGRAMS AIMED AT ALLEVIATING HUNGER AND HOMELESSNESS IN CENTRAL FLORIDA. UNITED WAY GIFTS IN KIND CENTER THE UNITED WAY GIFTS IN KIND CENTER (GIKC) SOLICITS AND COLLECTS DONATED MERCHANDISE AND MATERIALS FOR REDISTRIBUTION TO LOCAL NONPROFIT HEALTH AND HUMAN SERVICE AGENCIES AND SCHOOL PTAS. IN ADDITION TO PROVIDING AN OUTLET FOR TAX-DEDUCTIBLE BUSINESS DONATIONS, THE CENTER PROVIDES AGENCIES ACCESS TO MUCH-NEEDED GOODS AT GREATLY REDUCED COSTS, THEREBY INCREASING THEIR ECONOMIC EFFICIENCY SOMETHING HEART OF FLORIDA UNITED WAY CONTINUALLY STRIVES TO DO. PROGRAM HIGHLIGHTS: * DISTRIBUTED $1.5M, A 46% INCREASE, WORTH OF DONATED SUPPLIES AND MATERIALS TO LOCAL NONPROFIT ORGANIZATIONS. * COLLECTED $1.5M, A 42% INCREASE, WORTH OF DONATED SUPPLIES AND MATERIALS * FACILITATED NUMEROUS COMMUNITY "PASS-THROUGH" DONATIONS, WHICH ARE ADVERTISED AND GIVEN TO GIKC MEMBER AGENCIES. DONATIONS INCLUDED A VARIETY OF ITEMS, SUCH AS SUPPLIES, FURNITURE AND HOUSEHOLD GOODS.
COMMUNITY INVESTMENT OUTCOME STATEMENTS: HEART OF FLORIDA UNITED WAY (HFUW) TOUCHED THE LIVES OF MORE THAN 400,000 INDIVIDUALS LAST YEAR THROUGH INVESTING IN RESULTS SUPPORTED PROGRAMS AND HFUW 2-1-1 CONTACT CENTER SERVICES. INVESTING IN RESULTS PROGRAMS SERVED A TOTAL 112,041 INDIVIDUALS. A TOTAL 136,406 CONTACTS TO THE HFUW 2-1-1 CONTACT CENTER REPRESENT 288,400 INDIVIDUALS WHO WERE ASSISTED. ALLEVIATING HUNGER & HOMELESSNESS 66,344 SERVED * 100% OF HOUSEHOLDS WERE SCREENED FOR MAINSTREAM RESOURCE ELIGIBILITY * 94% HOUSEHOLDS RECEIVED MAINSTREAM RESOURCES * 95% OF SENIORS REPORTED MAINTAINED OR IMPROVED ABILITY TO LIVE INDEPENDENTLY * 95% OF SENIORS REPORTED MAINTAINED OR IMPROVED PHYSICAL AND MENTAL WELL-BEING BUILDING SAFE COMMUNITIES THROUGH EDUCATION 4,811 SERVED * 89% OF CHILDREN DEMONSTRATED KINDERGARTEN READINESS * 85% OF CHILDREN WERE DEVELOPMENTALLY ON TARGET/ACHIEVE AGE APPROPRIATE COGNITIVE MILESTONES * 83% OF CHILDREN AND YOUTH IMPROVED/MAINTAINED SCHOOL ATTENDANCE RATES * 89% OF CHILDREN AND YOUTH WERE PROMOTED TO THE NEXT GRADE LEVEL * 94% OF HIGH SCHOOL SENIORS GRADUATED ON TIME * 68% OF PARENTS/GUARDIANS INCREASED INVOLVEMENT IN ENGAGEMENT ACTIVITIES DEVELOPING HEALTHY CHILDREN & FAMILIES 13,196 SERVED * 92% OF PARENTS/CAREGIVERS IMPROVED THEIR PARENTING SKILLS * 90% OF CHILDREN DEMONSTRATED AGE APPROPRIATE LEVELS OF DEVELOPMENTAL FUNCTIONING * 83% INCREASED THEIR KNOWLEDGE OF HEALTHY FOOD AND EXERCISE OPTIONS * 76% INCREASED HEALTHY CHOICES FOR EATING AND PHYSICAL ACTIVITY * 77% IMPROVED THEIR HEALTH * 66% ACHIEVED ONE OR MORE HEALTH CARE TREATMENT GOALS IMPROVING FINANCIAL STABILITY 27,690 SERVED * 63% IMPROVED THEIR EMPLOYABILITY SKILLS * 54% OF THE UNEMPLOYED OR UNDEREMPLOYED OBTAINED FAMILY-SUSTAINING EMPLOYMENT * 83% ACCESSED PUBLIC AND/OR EMPLOYER BENEFITS TO INCREASE INCOME SUPPORTS * 79% INCREASED THEIR FINANCIAL LITERACY * 78% INCREASED THEIR UNDERSTANDING OF CREDIT * 85% OPENED A BANK ACCOUNT * 36% INCREASED SAVINGS AREAS OF CARE AND LIVES TOUCHED FROM CHILDREN TO SENIORS TO THOSE RECOVERING FROM JOB LOSS OR A FAMILY HEALTH CRISIS, PROGRAMS SUPPORTED BY HEART OF FLORIDA UNITED WAY MADE A MEASURABLE DIFFERENCE FOR MORE THAN 400,000 INDIVIDUALS IN THE TRI-COUNTY SERVICE AREA OF ORANGE, OSCEOLA AND SEMINOLE COUNTIES IN THE PAST YEAR. ADDITIONALLY, MORE THAN 58,282 TRI-COUNTY RESIDENTS FACING IMPENDING HOMELESSNESS, HUNGER AND OTHER EMERGENCIES RECEIVED HELP THROUGH THE HFUW EMERGENCY AND HOMELESSNESS SERVICES DIVISION. COMMUNITY INVESTMENT PROGRAM DEMOGRAPHICS: AGE OF CLIENTS SERVED: * 49% OF CLIENTS SERVED BY HFUW FUNDED PROGRAMS ARE BETWEEN THE AGES OF BIRTH AND 19. * 34% OF CLIENTS SERVED ARE BETWEEN THE AGES OF 20 AND 54. * 17% OF CLIENTS SERVED ARE OVER THE AGE OF 55 ETHNICITY/RACE OF CLIENTS SERVED: * AFRICAN-AMERICAN: 40% * WHITE: 26% * HISPANIC/LATINO: 30% * OTHER: 4% (INCLUDES ASIAN/PACIFIC ISLANDER, NATIVE AMERICAN AND MIXED/BI-RACIAL) GENDER OF CLIENTS SERVED: * MALE: 45% * FEMALE: 55% COUNTY OF RESIDENCE OF CLIENTS SERVED: * ORANGE: 68% * OSCEOLA: 15% * SEMINOLE: 15% * OTHER: 2% EMPLOYMENT STATUS OF CLIENTS SERVED: * EMPLOYED: 36% * UNEMPLOYED: 38% * RETIRED: 12% * NOT APPLICABLE: 14% NOTE: NOT ALL 2-1-1 CONTACTS CHOOSE TO DIVULGE THEIR AGES AND ETHNICITY/RACE BUT OF THOSE WHO REPORTED FOR FY13-14, 21% WERE MALE AND 79% WERE FEMALE. THE REPORTED ETHNICITY/RACE CATEGORIES ARE AS FOLLOWS: * AFRICAN-AMERICAN: 39% * WHITE: 32% * HISPANIC/LATINO: 27% * OTHER: 2% (INCLUDES ASIAN/PACIFIC ISLANDER, NATIVE AMERICAN AND MIXED/BI-RACIAL)
THE PROSPERITY CAMPAIGN OF CENTRAL FLORIDA THE PROSPERITY CAMPAIGN OF CENTRAL FLORIDA ADDRESSES GROWING POVERTY IN CENTRAL FLORIDA BY PROMOTING FINANCIAL LITERACY, IMPROVING LOW-INCOME RESIDENTS' ACCESS TO FINANCIAL SERVICES, AND PROVIDING RESOURCES DURING FORECLOSURE OR OTHER CRISES. AS PART OF THE PROSPERITY CAMPAIGN, UNITED WAY PROMOTES THE EARNED INCOME TAX CREDIT (EITC), WHICH IS CREDITED WITH LIFTING MORE CHILDREN OUT OF POVERTY THAN ANY OTHER FEDERAL PROGRAM. LAST YEAR, EITC REFUNDS OF UP TO $5,891 PER FAMILY HELPED PEOPLE INCREASE THEIR FINANCIAL STABILITY BY PAYING DOWN DEBT, SAVING FOR A HOME, ENROLLING IN JOB TRAINING PROGRAMS OR COVERING ANY BASIC NEED. THE PROSPERITY CAMPAIGN ALSO PROMOTES THE FAMILYWIZE CARD, A FREE, EASY-TO-USE PRESCRIPTION DISCOUNT PROGRAM WHICH REDUCES THE COST OF MEDICATIONS BY AN AVERAGE OF 35 PERCENT. PROGRAM HIGHLIGHTS: FAMILYWIZE TOTALS: HFUW FY13-14 SAVED: $2,270,697 CLAIMS: 125,591 TAX YEAR 2013 SAVED: $2,036,160 CLAIMS: 119,495 CUMULATIVE SINCE PARTNERSHIP SAVED: $6,167,201 CLAIMS: 356,464 * IN TAX YEAR 2012 (MOST RECENT DATA AVAILABLE), 225,917 EITC CLAIMS WERE FILED IN CENTRAL FLORIDA, REPRESENTING A ONE-YEAR INCREASE OF 1.14%. * COLLECTIVELY, EITC REFUNDS RETURNED $576 MILLION BACK TO THE LOCAL ECONOMY - A ONE-YEAR INCREASE OF 4.38 PERCENT. * LAST YEAR NEARLY 12,000 PEOPLE VISITED FREE TAX PREP SITES PROMOTED BY HEART OF FLORIDA UNITED WAY. LOCAL FREE TAX SITE RETURNS FILED AND EITC CLAIMED: VITA: 3387 TAX-AIDE: 8782 MYFREETAXES: 258 TOTAL RETURNS: 12,427 (% OF CHANGE: +21.16) * TOTAL EITC CLAIMS (VITA ONLY): 1032 * EITC TOTALS (VITA ONLY): $1,799,012
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CFO AND PRESIDENT/CEO AND IS THEN SUBMITTED TO THE AUDIT 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 A 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 AND BENEFIT 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, BENEFITS, AND INCENTIVE AWARDS. THE COMMITTEE WORKS IN CONJUNCTION WITH THE PRESIDENT/CEO AND SR.V.P./CFO TO DEVELOP INCENTIVE COMPENSATION GOALS AND MONITORS RESULTS AGAINST THOSE GOALS. 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 AND BENEFITS DATA FROM TWO NATIONAL INDEPENDENT GROUPS, ONE OF WHICH TARGETED UNITED WAYS AND THE OTHER TARGETED A MIX OF LARGER NON-PROFITS. IN ADDITION, THE COMMITTEE REVIEWED COMPENSATION LEVELS OF OTHER 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 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).
FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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