Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
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 $ 27,155,071
F Name and address of principal officer:
JEFFERY HAYWARD
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: SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 35
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 34
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 210
6 Total number of volunteers (estimate if necessary) ............. 6 3,707
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) ......... 24,818,144 26,005,308
9 Program service revenue (Part VIII, line 2g) ......... 303,720 442,627
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 590,985 479,626
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 195,828 149,964
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 25,908,677 27,077,525
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 14,629,823 15,170,871
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) 5,988,707 7,049,666
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,505,935    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,924,092 6,021,926
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 26,542,622 28,242,463
19 Revenue less expenses. Subtract line 18 from line 12....... -633,945 -1,164,938
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 31,524,310 30,725,647
21 Total liabilities (Part X, line 26)............. 5,371,688 6,163,409
22 Net assets or fund balances. Subtract line 21 from line 20..... 26,152,622 24,562,238
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 (2015)
Form 990 (2015)
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 $ 17,572,834 including grants of $ 7,750,384 ) (Revenue $ 442,627 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 7,420,487 including grants of $ 7,420,487 ) (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 $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet24,993,321
Form 990 (2015)
Form 990 (2015)
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
 
No
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 (2015)
Form 990 (2015)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
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 ...................Click to see attachment
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 "Yes," complete Schedule L, Part II ................Click to see attachment
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......... Click to see attachment
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 ........................Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
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... Click to see attachment
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 (2015)
Form 990 (2015)
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
41
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
210
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2015)
Form 990 (2015)
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
35
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
34
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
Yes
 
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJill Grevi1940 TRAYLOR BLVD   ORLANDO,FL328044714 (407) 835-0900
Form 990 (2015)
Form 990 (2015)
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) MALCOLM C BARNES......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(2) SHAWN BARTELT......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(3) ADRIAN BENNETT......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(4) MARIBETH BISIENERE......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(5) DIANA BOLIVAR......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(6) JOHN F DAVIS......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(7) SEAN DEMARTINO......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(8) JOHN FADOOL......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(9) MICHAEL FRUMKIN......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(10) ERIC GEBOFF......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(11) ELISHA GONZALEZ......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(12) LINDA LANDMAN GONZALEZ......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(13) MICHAEL HARDING......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(14) SANDY HOSTETTER......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(15) AVIDO KHAHAIFA......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(16) BYRON KNIBBS......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
(17) PATRICIA MADDOX......................................................................
BOARD MEMBER
 2.50
.................
  		X           0 0 0
Form 990 (2015)
Form 990 (2015)
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) KEVIN MADDRON........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(19) MARIE MARTINEZ........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(20) CHIEF JOHN W MINA........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(21) ROBERT NEWLAND........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(22) MICHAEL E PATILLO........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(23) DR RONALD F PICCOLO PHD........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(24) RONALD O ROGERS........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(25) GERALD ROUX........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(26) DAVID RUIZ........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(27) EDDIE SOLER........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(28) TRICIA STITZEL........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(29) FRANK ST JOHN........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(30) ED TIMBERLAKE........................................................................
BOARD MEMBER
 2.50
.......................   		X           0 0 0
(31) E ANN MCGEE EDD........................................................................
CHAIR
 2.50
.......................   		X   X       0 0 0
(32) DAVID FULLER........................................................................
VICE CHAIR
 2.50
.......................   		X   X       0 0 0
(33) BILL WILSON........................................................................
SECRETARY
 2.50
.......................   		X   X       0 0 0
(34) JANE GARRARD........................................................................
TREASURER
 2.50
.......................   		X   X       0 0 0
(35) ROBERT H BROWN........................................................................
PRESIDENT & CEO
 50.00
.......................   		X   X       301,920 0 42,674
(36) JILL GREVI........................................................................
SR. VP/CFO
 50.00
.......................   		    X       141,388 0 28,054
(37) ROBERT HAIGHT........................................................................
SR. VP OF RESOURCE DEVELOP
 50.00
.......................   		        X   132,186 0 29,135
(38) JOAN NELSON........................................................................
SR. VP OF COMMUNITY INVEST
 50.00
.......................   		        X   114,251 0 27,673
(39) LARRY OLNESS........................................................................
SR. VP/CHIEF STRATEGY OFFI
 50.00
.......................   		        X   131,504 0 33,052
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 821,249 0 160,588
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet7
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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 311,688
d Related organizations1d  
e Government grants (contributions)1e 4,282,449
f All other contributions, gifts, grants, and similar amounts not included above1f 21,411,171
g Noncash contributions included in lines 1a-1f:$ 2,002,052
h Total.Add lines 1a-1f.......MediumBullet 26,005,308
Program Service RevenueAmt Business Code
2a MANAGEMENT FEES 812900 293,324 293,324    
b GIFT IN KIND PROGRAM 900099 66,579 66,579    
c Service Fee Income 900099 46,297 46,297    
d OTHER REVENUE 900099 36,427 36,427    
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 442,627
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 380,236     380,236
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   109,373
b Less: rental expenses   0
c Rental income or (loss)   109,373
d Net rental income or (loss)......MediumBullet 109,373     109,373
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   99,390
b Less: cost or other basis and sales expenses   0
c Gain or (loss)   99,390
d Net gain or (loss).....MediumBullet 99,390     99,390
8a Gross income from fundraising events (not including $ 311,688of contributions reported on line 1c). See Part IV, line 18 ....
a 118,137
b Less: direct expenses ...b 77,546
c Net income or (loss) from fundraising events..MediumBullet 40,591   40,591
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        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 27,077,525 442,627 0 629,590
Form 990 (2015)
Form 990 (2015)
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 domestic organizations and domestic governments. See Part IV, line 21 15,170,871 15,170,871
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 .... 446,562 174,336 228,617 43,609
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 4,582,558 3,212,827 620,939 748,792
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 350,795 205,708 71,603 73,484
9 Other employee benefits ....... 1,669,751 1,096,499 293,341 279,911
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 62,850   62,850  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 39,618 39,618    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 95,148 80,257 3,648 11,243
12 Advertising and promotion .... 136,601 3,669 3,077 129,855
13 Office expenses ....... 255,394 163,280 26,532 65,582
14 Information technology ...... 62,367 37,990 15,994 8,383
15 Royalties ..        
16 Occupancy ........... 199,333 137,190 31,627 30,516
17 Travel ............ 65,868 42,602 7,264 16,002
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 44,846 34,551 3,636 6,659
20 Interest ...........        
21 Payments to affiliates ....... 231,268 88,476 120,180 22,612
22 Depreciation, depletion, and amortization .. 196,859   177,611 19,248
23 Insurance ... 99,826 77,607 11,831 10,388
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 pa 2,108,180 2,108,180    
b CASE MANAGEMENT 765,831 765,831    
c MEDICAL 308,741 308,741    
d Oral Health Care 274,560 274,560    
e All other expenses 1,074,636 970,528 64,457 39,651
25 Total functional expenses. Add lines 1 through 24e 28,242,463 24,993,321 1,743,207 1,505,935
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 9,289,376 1 8,336,449
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 8,053,619 3 8,655,956
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 .... 90,553 7 26,950
8 Inventories for sale or use ........ 336,116 8 215,416
9 Prepaid expenses and deferred charges ...... 165,441 9 159,004
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,375,132
b Less: accumulated depreciation 10b 2,600,449 3,890,776 10c 3,774,683
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 9,698,429 12 9,557,189
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)... 31,524,310 16 30,725,647
Liabilities 17 Accounts payable and accrued expenses ..... 1,622,237 17 2,133,892
18 Grants payable ...   18  
19 Deferred revenue ......... 13,926 19 73,596
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 3,735,525 25 3,955,921
26 Total liabilities. Add lines 17 through 25.. 5,371,688 26 6,163,409
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 14,339,126 27 12,684,602
28 Temporarily restricted net assets ........... 11,013,496 28 11,077,636
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 ........... 26,152,622 33 24,562,238
34 Total liabilities and net assets/fund balances ........ 31,524,310 34 30,725,647
Form 990 (2015)
Form 990 (2015)
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
27,077,525
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
28,242,463
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,164,938
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
26,152,622
5
Net unrealized gains (losses) on investments ...............
5
-425,446
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
24,562,238
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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
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 (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 21,954,825 22,919,199 22,108,332 24,818,144 26,005,308 117,805,808
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 21,954,825 22,919,199 22,108,332 24,818,144 26,005,308 117,805,808
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).. 4,177,858
6 Public support. Subtract line 5 from line 4. 113,627,950
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 21,954,825 22,919,199 22,108,332 24,818,144 26,005,308 117,805,808
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 271,231 277,620 390,823 532,182 489,609 1,961,465
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 VI.).. 377,693 365,402 494,871 395,587 560,764 2,194,317
11 Total support. Add lines 7 through 10. 121,961,590
12
12
1,456,192
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
93.170 %
15
15
93.550 %
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Part II, Line 10 OTHER INCOME INCLUDES GROSS INCOME FROM FUNDRAISING EVENTS ALONG WITH INCOME FROM VARIOUS COMMUNITY VOLUNTEER PROJECTS AND A COMMUNITY INVESTMENT SUMMIT.
Schedule A (Form 990 or 990-EZ) 2015


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
2015
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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


(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
Heart of Florida United Way Inc
  		Employer identification number

59-0808854
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2015

Schedule D (Form 990) 2015
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" on 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, for escrow or custodial account liability?
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,259,984 1,234,655 1,214,822 1,113,482 1,084,924
b Contributions ...          
c Net investment earnings, gains, and losses -70,579 25,329 19,833 101,340 28,558
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 1,189,405 1,259,984 1,234,655 1,214,822 1,113,482
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 on 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" on 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' on 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   5,375,775 2,045,649 3,330,126
c Leasehold improvements        
d Equipment ...   724,357 554,800 169,557
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,774,683
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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 AND MONEY MARKET FUNDS 		8,001,974 F

(B) INVESTMENTS AT COMMUNITY FOUNDATION 		1,555,215 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 9,557,189
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
CAMPAIGN PLEDGES DUE TO OTHER UNITED WAY ORGANIZATIONS 310,501
CAMPAIGN PLEDGES DUE TO DESIGNATED AGENCIES 3,645,420
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,955,921
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 19,940,238
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -425,446
b Donated services and use of facilities ......... 2b 670,718
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 77,546
e Add lines 2a through 2d ..................... 2e 322,818
3 Subtract line 2e from line 1.................. 3 19,617,420
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 39,618
b Other (Describe in Part XIII.) ........... 4b 7,420,487
c Add lines 4a and 4b.................... 4c 7,460,105
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 27,077,525
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 21,530,622
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 670,718
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 77,546
e Add lines 2a through 2d.................... 2e 748,264
3 Subtract line 2e from line 1................... 3 20,782,358
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 39,618
b Other (Describe in Part XIII.) ............ 4b 7,420,487
c Add lines 4a and 4b..................... 4c 7,460,105
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 28,242,463

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 XI, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSE 77,546.
Part XI, Line 4b - Other Adjustments: REVENUES DESIGNATED BY DONOR 7,420,487.
Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSE 77,546.
Part XII, Line 4b - Other Adjustments: GRANTS DESIGNATED BY DONOR 7,420,487.
Schedule D (Form 990) 2015


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" on 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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on 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 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(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))

1
Gross receipts . . . . .
239,340
190,485
 
429,825

2
Less: Contributions . . . .
161,148
150,540
 
311,688
3 Gross income (line 1 minus
line 2) . . . . . .
78,192
39,945
 
118,137



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .   1,231   1,231
7 Food and beverages . . .   19,357   19,357
8 Entertainment . . . .   45,901   45,901
9 Other direct expenses . . . 10,116 941   11,057
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 77,546
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 40,591
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
10,116
941
 
11,057


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 conducts gaming activities:
a
Is the organization licensed to conduct 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) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct 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 conducted 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) 2015
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," on 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
2015
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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) 11,122       COMMUNITY BENEFIT
(2) ADULT LITERACY LEAGUE
345 W MICHIGAN ST
ORLANDO,FL32806 		23-7076600 501(C)(3) 98,704       COMMUNITY BENEFIT
(3) AFTER SCHOOL PROGRAMS INC
1520 S POWERLINE ROAD
DEERFIELD BEACH,FL33442 		65-0915728 501(C)(3) 144,318       COMMUNITY BENEFIT
(4) AMERICA'S CHARITIES
SUNTRUST BANK WHOLESALE DEPT
LOCKBOX 79570
BALTIMORE,MD21279 		54-1517707 501(C)(3) 19,973       COMMUNITY BENEFIT
(5) AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW
ATLANTA,GA30303 		13-1788491 501(C)(3) 26,352       COMMUNITY BENEFIT
(6) AMERICAN DIABETES ASSOCIATION
2290 LUCIEN WAY STE 230
MAITLAND,FL32751 		13-1623888 501(C)(3) 30,008       COMMUNITY BENEFIT
(7) AMERICAN RED CROSS
PO BOX 536726
ORLANDO,FL32853 		59-0624357 501(C)(3) 207,612       COMMUNITY BENEFIT
(8) APOPKA FAMILY LEARNING CENTER
800 S HAWTHORNE AVE
APOPKA,FL32703 		59-1787037 501(C)(3) 23,512       COMMUNITY BENEFIT
(9) ASPIRE HEALTH PARTNERS
5151 ADANSON ST STE 201
ORLANDO,FL32804 		59-2301233 501(C)(3) 137,677 5,571 FMV SUPPLIES COMMUNITY BENEFIT
(10) BETA CENTER INC
4680 LAKE UNDERHILL ROAD
ORLANDO,FL32807 		23-7446558 501(C)(3) 247,652       COMMUNITY BENEFIT
(11) BIG BROTHERSBIG SISTERS
807 S ORLANDO AVE
WINTER PARK,FL32789 		59-6555007 501(C)(3) 52,461       COMMUNITY BENEFIT
(12) BOY SCOUTS OF AMERICA
1951 S ORANGE BLOSSOM TRAIL
APOPKA,FL32703 		59-0624376 501(C)(3) 110,461       COMMUNITY BENEFIT
(13) BOYS & GIRLS CLUBS OF CENTRAL FLORIDA
PO BOX 2987
ORLANDO,FL32802 		59-0951887 501(C)(3) 583,458       COMMUNITY BENEFIT
(14) CATHOLIC CHARITIES
1819 N SEMORAN BOULEVARD
ORLANDO,FL32807 		59-1214353 501(C)(3) 269,827       COMMUNITY BENEFIT
(15) CENTRAL FLORIDA YMCA
433 N MILLS AVE
ORLANDO,FL32803 		59-0624430 501(C)(3) 301,513       COMMUNITY BENEFIT
(16) CENTRAL FLORIDA COMMISSION ON HOMELESSNESS
255 S ORANGE AVE STE 108
ORLANDO,FL32801 		46-0994106 501(C)(3) 6,119       COMMUNITY BENEFIT
(17) CENTRAL FLORIDA FAIR
PO BOX 2268
ORLANDO,FL32802 		59-0188975 501(C)(3) 17,065       COMMUNITY BENEFIT
(18) CENTRAL FLORIDA CENTER FOR INDEPENDENT LIVING
720 N DENNING DRIVE
WINTER PARK,FL32789 		59-1828770 501(C)(3) 9,442 6,728 FMV SUPPLIES COMMUNITY BENEFIT
(19) CENTRAL FLORIDA PHARMACY COUNCIL
1814 W COLONIAL DR
ORLANDO,FL32804 		59-3396371 501(C)(3)   32,457 FMV SUPPLIES COMMUNITY BENEFIT
(20) CENTER FOR CHANGE
810 ROSEMIST CT
ORLANDO,FL34761 		20-3062727 501(C)(3)   108,783 FMV SUPPLIES COMMUNITY BENEFIT
(21) CENTER FOR MULTICULTURAL WELLNESS & PREVENTION INC
1814 W COLONIAL DR
ORLANDO,FL32804 		59-3368679 501(C)(3)   28,738 FMV SUPPLIES COMMUNITY BENEFIT
(22) CENTER POINTE COMMUNITY CHURCH OF THE NAZARENE
9580 CURRY FORD RD
ORLANDO,FL32825 		59-0838084 501(C)(3) 6,269       COMMUNITY BENEFIT
(23) CHILDREN'S HOME SOCIETY
1485 S SEMORAN BLVD
WINTER PARK,FL32792 		59-0192430 501(C)(3) 154,138       COMMUNITY BENEFIT
(24) CHRISTIAN HELP FOUNDATION
450 SEMINOLA BLVD
CASSELBERRY,FL32707 		59-3107271 501(C)(3) 141,912 6,864 FMV SUPPLIES COMMUNITY BENEFIT
(25) CHRISTIAN SERVICE CENTER
808 W CENTRAL BLVD
ORLANDO,FL32801 		59-1353031 501(C)(3) 70,781       COMMUNITY BENEFIT
(26) CITY YEAR INC
201 S ORANGE AVE
ORLANDO,FL32801 		22-2882549 501(C)(3) 40,000       COMMUNITY BENEFIT
(27) COALITION FOR THE HOMELESS
639 W CENTRAL BLVD
ORLANDO,FL32801 		59-2814255 501(C)(3) 379,531       COMMUNITY BENEFIT
(28) COMMUNITY BASED CARE OF SEMINOLE
117 E LAKE MARY BLVD
SANFORD,FL32733 		01-0631375 501(C)(3) 50,201       COMMUNITY BENEFIT
(29) COMMUNITY COORDINATED CARE FOR CHILDREN
3500 W COLONIAL DRIVE
ORLANDO,FL32808 		59-1371754 501(C)(3) 408,391       COMMUNITY BENEFIT
(30) COMMUNITY HEALTH CENTERS INC
PO BOX 1249
APOPKA,FL32703 		59-1480970 501(C)(3) 54,000       COMMUNITY BENEFIT
(31) C0MMUNITY HEALTH CHARITIES OF FLORIDA
333 W PENSACOLA ST
TALLAHASSEE,FL32301 		59-3218006 501(C)(3) 60,033       COMMUNITY BENEFIT
(32) CONSUMER DEBT COUNSELORS
831 W MORSE BLVD
WINTER PARK,FL32789 		59-3548266 501(C)(3)   11,003 FMV SUPPLIES COMMUNITY BENEFIT
(33) CORRECTIONAL PEACE OFFICERS
PO BOX 348390
TALLAHASSEE,FL32301 		68-0023302 501(C)(3) 5,388       COMMUNITY BENEFIT
(34) DENTAL CARE ACCESS FOUNDATION
800 N MILLS AVE
ORLANDO,FL32803 		20-1531222 501(C)(3) 25,000       COMMUNITY BENEFIT
(35) DEVEREUX FOUNDATION TREATMENT NETWORK
5850 TG LEE BLVD
ORLANDO,FL32822 		23-1390618 501(C)(3) 143,061       COMMUNITY BENEFIT
(36) EARLY LEARNING COALITION OF SEMINOLE
280 HUNT PARK COVE STE 1020
LONGWOOD,FL32750 		59-3664594 501(C)(3) 125,000       COMMUNITY BENEFIT
(37) EDGEWOOD CHILDREN'S RANCH
1451 EDGEWOOD RANCH RD
ORLANDO,FL32835 		59-1150182 501(C)(3) 98,456       COMMUNITY BENEFIT
(38) FIRST BAPTIST CHURCH OF OVIEDO
45 W BROADWAY
OVIEDO,FL32765 		59-0914205 501(C)(3) 11,161       COMMUNITY BENEFIT
(39) FELLOWSHIP OF CHRISTIAN ATHLETES
8701 MAITLAND SUMMIT BLVD
ORLANDO,FL32810 		44-0610626 501(C)(3) 5,000       COMMUNITY BENEFIT
(40) FIREFIGHTER CANCER SUPPORT NETWORK
5TH-FLR-PMB608 2600 WEST OLIVE AVE
BURBANK,CA91505 		20-4192265 501(C)(3) 12,058       COMMUNITY BENEFIT
(41) FLORIDA HOSPITAL FOUNDATION
550 E ROLLINS ST 6TH FLOOR
ORLANDO,FL32803 		59-2219301 501(C)(3) 373,394       COMMUNITY BENEFIT
(42) FLORIDA OPERA THEATRE INC
PO BOX 547937
ORLANDO,FL32854 		27-0406958 501(C)(3) 5,000       COMMUNITY BENEFIT
(43) FRONTLINE OUTREACH
3000 SR SMITH ST
ORLANDO,FL32805 		23-7227148 501(C)(3) 20,525       COMMUNITY BENEFIT
(44) GIRL SCOUTS OF CITRUS COUNCIL
341 N MILLS AVE
ORLANDO,FL32803 		59-0696293 501(C)(3) 6,217       COMMUNITY BENEFIT
(45) GIVE KIDS THE WORLD
210 S BASS RD
KISSIMMEE,FL34746 		59-2654440 501(C)(3) 22,944       COMMUNITY BENEFIT
(46) GOD'S LITTLE LAMBS LEARNING CENTER INC
1056 NORTH PINE HILLS ROAD
ORLANDO,FL32808 		75-3104924 501(C)(3)   6,580 FMV SUPPLIES COMMUNITY BENEFIT
(47) GOODWILL INDUSTRIES OF CF
7531 S ORANGE BLOSSOM TRAIL
ORLANDO,FL32809 		59-0908166 501(C)(3) 12,860       COMMUNITY BENEFIT
(48) GRACE MEDICAL HOME
51 PENNSYLVANIA STREET
ORLANDO,FL32806 		26-1817966 501(C)(3) 29,569       COMMUNITY BENEFIT
(49) GREAT HONOR HOUSE
103 ROLLINS STREET
SANFORD,FL32771 		75-3160252 501(C)(3)   17,920 FMV SUPPLIES COMMUNITY BENEFIT
(50) HARBOR HOUSE
PO BOX 680748
ORLANDO,FL32868 		59-1712936 501(C)(3) 151,900       COMMUNITY BENEFIT
(51) HARVEST OF HOPE
672 SO PARK AVE
TITUSVILLE,FL32796 		45-4221127 501(C)(3)   554,119 FMV SUPPLIES COMMUNITY BENEFIT
(52) HEALTHY START COALITION OF ORANGE COUNTY
600 COURTLAND ST STE 565
ORLANDO,FL32804 		59-3125675 501(C)(3) 289,634       COMMUNITY BENEFIT
(53) HELP NOW OSCEOLA
PO BOX 420370
KISSIMMEE,FL34742 		59-2283508 501(C)(3) 101,919       COMMUNITY BENEFIT
(54) HOPE N LITERACY INTERNATIONAL FOUNDATION INC
5095 NEPONSET AVENUE
ORLANDO,FL32808 		80-0423321 501(C)(3)   174,745 FMV SUPPLIES COMMUNITY BENEFIT
(55) HOPE COMMUNTIY CENTER
1016 N PARK AVENUE
APOPKA,FL32712 		56-2551312 501(C)(3) 103,197       COMMUNITY BENEFIT
(56) HOWARD PHILLIPS CENTER FOR CHILDRENFAMILIES
601 W MICHIGAN ST
ORLANDO,FL32805 		59-2244943 501(C)(3) 156,316       COMMUNITY BENEFIT
(57) IDEAL TUTORING PROGRAM
800 N PINE HILLS RD
ORLANDO,FL32808 		26-2203490 501(C)(3)   32,526 FMV SUPPLIES COMMUNITY BENEFIT
(58) IGLESIA DE DIOSTORRE DE REFUGIO
3057 CURRY FLORD RD
ORLANDO,FL32806 		01-0814010 501(C)(3)   12,567 FMV SUPPLIES COMMUNITY BENEFIT
(59) INDEPENDENT CHARITIES OF AMERICA
1000 LAKESPUR LANDING CIR STE 340
LAKESPUR,CA94939 		59-2244943 501(C)(3) 12,432       COMMUNITY BENEFIT
(60) INTERFAITH HUMANITARIAN SERVICES
2013 CRICKET DR
ORLANDO,FL328085426 		59-3709634 501(C)(3)   25,603 FMV SUPPLIES COMMUNITY BENEFIT
(61) INTERNATIONAL ASSOCIATION OF ACADEMIC METHODS
6103 BEECHMNT BLVD
ORLANDO,FL32808 		27-2009085 501(C)(3)   24,943 FMV SUPPLIES COMMUNITY BENEFIT
(62) INTERNATIONAL MINISTRIES OF HOPE
5095 NEPONSET AVENUE
ORLANDO,FL32808 		80-0423321 501(C)(3)   475,845 FMV SUPPLIES COMMUNITY BENEFIT
(63) IMPOWER INC
3157 N ALAFAYA TRAIL
ORLANDO,FL32826 		65-0439778 501(C)(3) 81,460       COMMUNITY BENEFIT
(64) JAMES MADISON INSTITUTE PUBLIC POLICY
PO BOX 13894
TALLAHASSEE,FL32317 		59-2811908 501(C)(3) 20,000       COMMUNITY BENEFIT
(65) JEWISH FAMILY SERVICES
2100 LEE ROAD
WINTER PARK,FL32789 		59-1873758 501(C)(3) 59,384       COMMUNITY BENEFIT
(66) JOURNEY CHRISTIAN CHURCH
1965 ORANGE BLOSSOM TRAIL
APOPKA,FL32703 		59-1532755 501(C)(3) 19,300       COMMUNITY BENEFIT
(67) KATE AND JUSTIN ROSE FOUNDATION
10524 MOSS PARK RD STE 204-712
ORLANDO,FL32832 		45-3577312 501(C)(3) 5,000       COMMUNITY BENEFIT
(68) KINGDOM LIFE MINISTRIES
2817 BELCO DRIVE 10
ORLANDO,FL32808 		26-1958837 501(C)(3)   15,178 FMV SUPPLIES COMMUNITY BENEFIT
(69) LANE TEENAGE GIRLS
PO BOX 609087
ORLANDO,FL32860 		45-0533559 501(C)(3) 26,956       COMMUNITY BENEFIT
(70) LIFT ORLANDO
215 E CENTRAL BLVD
ORLANDO,FL32801 		46-3607865 501(C)(3) 38,365       COMMUNITY BENEFIT
(71) LIGHTHOUSE CENTRAL FLORIDA
215 E NEW HAMPSHIRE STREET
ORLANDO,FL32804 		59-2418228 501(C)(3) 189,803       COMMUNITY BENEFIT
(72) MEALS ON WHEELS
2801 S FINANCIAL CT
SANFORD,FL32773 		59-2977907 501(C)(3) 103,487       COMMUNITY BENEFIT
(73) MERCY DRIVE MINISTRIES
1531 MERCY DRIVE
ORLANDO,FL32808 		26-2811941 501(C)(3) 6,265       COMMUNITY BENEFIT
(74) MINISTRY OF HOPE
4421 S KIRMAN RD 102
ORLANDO,FL32811 		54-1598036 501(C)(3)   45,300 FMV SUPPLIES COMMUNITY BENEFIT
(75) MOUNT OLIVE AFRICAN METHODIST EPISCOPAL CHURCH
2525 WEST CHURCH STREET
ORLANDO,FL32805 		59-3551114 501(C)(3)   7,955 FMV SUPPLIES COMMUNITY BENEFIT
(76) NAVY LEAGUE OF THE UNITED STATES
PO BOX 1762
WINTER PARK,FL32790 		59-2994198 501(C)(3) 20,000       COMMUNITY BENEFIT
(77) NEW HOPE FOR KIDS
544 MAYO AVE
MAITLAND,FL32751 		59-1791345 501(C)(3) 20,000       COMMUNITY BENEFIT
(78) NEW LIFE FAMILY PRAYER CENTER
160 S CENTRAL AVE
OVIEDO,FL32765 		01-0724189 501(C)(3)   26,937 FMV SUPPLIES COMMUNITY BENEFIT
(79) ONE HEART FOR WOMEN AND CHILDREN
914 ALMOND TREE CIR
ORLANDO,FL32835 		30-0584360 501(C)(3)   169,443 FMV SUPPLIES COMMUNITY BENEFIT
(80) ORLANDO & KISSIMMEE COMMUNITY DEVELOPMENT CORPORATION
1709 ELISE PARK CT
KISSIMMEE,FL34744 		26-2543168 501(C)(3)   10,026 FMV SUPPLIES COMMUNITY BENEFIT
(81) ORLANDO AFTER SCHOOL ALL-STARS
400 S ORANGE AVE 9TH FLOOR
ORLANDO,FL32801 		59-3313614 501(C)(3) 11,629       COMMUNITY BENEFIT
(82) ORLANDO COMMUNITY & YOUTH TRUST
595 N PRIMROSE DRIVE
ORLANDO,FL32803 		65-0572536 501(C)(3) 389,660       COMMUNITY BENEFIT
(83) ORLANDO DAY NURSERY
626 LAKE DOT CIRCLE
ORLANDO,FL32801 		59-0651096 501(C)(3) 116,641       COMMUNITY BENEFIT
(84) ORLANDO SCIENCE CENTER
777 E PRINCETON ST
ORLANDO,FL32803 		59-0896343 501(C)(3) 750,000       COMMUNITY BENEFIT
(85) ORLANDO FIREFIGHTERS BENEVOLENT
4005 N ORANGE BLOSSOM TRL STE A
ORLANDO,FL32804 		20-0794508 501(C)(3) 41,513       COMMUNITY BENEFIT
(86) OSCEOLA COUNTY COUNCIL ON AGING
700 GENERATION PT
KISSIMMEE,FL347445957 		59-1595398 501(C)(3) 351,756       COMMUNITY BENEFIT
(87) PACE CENTER FOR GIRLS
445 N WYMORE ROAD
WINTER PARK,FL32789 		59-2414492 501(C)(3) 16,647       COMMUNITY BENEFIT
(88) QUEST
PO BOX 531125
ORLANDO,FL32853 		59-2013160 501(C)(3) 8,899       COMMUNITY BENEFIT
(89) REPAIRER OF BROKEN WALLS
328 BALOGH PLACE
LONGWOOD,FL32750 		47-3124052 501(C)(3)   37,822 FMV SUPPLIES COMMUNITY BENEFIT
(90) RESCUE OUTREACH MISSION
PO BOX 412
SANFORD,FL32772 		59-2876415 501(C)(3) 114,182       COMMUNITY BENEFIT
(91) ROANOKE VALLEY ORGANIZATION ROICH
1901 W COLONIAL DRIVE SUITE 8
ORLANDO,FL32804 		54-2181386 501(C)(3)   26,822 FMV SUPPLIES COMMUNITY BENEFIT
(92) RONALD MCDONALD HOUSE CHARITIES OF CENTRAL FLORIDA
1030 N ORANGE AVE STE 105
ORLANDO,FL32801 		59-3211250 501(C)(3) 500,706       COMMUNITY BENEFIT
(93) ROTARY CLUB OF ORLANDO FOUNDATION
PO BOX 560388
ORLANDO,FL32856 		59-2192841 501(C)(3) 5,000       COMMUNITY BENEFIT
(94) RICK & SUSAN GOINGS BOYS & GIRLS CLUB
PO BOX 93
FLORENCE,SC29503 		57-6026677 501(C)(3) 5,000       COMMUNITY BENEFIT
(95) RUNWAY TO HOPE
7411 INTERNATIONAL DR
ORLANDO,FL32819 		27-3272616 501(C)(3) 6,860       COMMUNITY BENEFIT
(96) SAFEHOUSE OF SEMINOLE (SEMINOLE CTY VICTIMS' RIGHTS COALITION)
PO BOX 471279
LAKE MONROE,FL32747 		59-2934243 501(C)(3) 96,170       COMMUNITY BENEFIT
(97) SALVATION ARMY - ORLANDO
PO BOX 540657
ORLANDO,FL32854 		58-0660607 501(C)(3) 299,064       COMMUNITY BENEFIT
(98) SALVATION ARMY - SEMINOLE
PO BOX 1946
SANFORD,FL32772 		13-5562351 501(C)(3) 45,851       COMMUNITY BENEFIT
(99) SEAWORLD BUSCH GARDENS CONSERVATION FUND
9205 SOUTH PARK CENTER LOOP
ORLANDO,FL32819 		11-3692807 501(C)(3) 7,276       COMMUNITY BENEFIT
(100) SECOND HARVEST FOOD BANK
2008 BRENGLE AVE
ORLANDO,FL32808 		59-2142315 501(C)(3) 377,150       COMMUNITY BENEFIT
(101) SENIORS FIRST
5395 LB MCLEOD ROAD
ORLANDO,FL32811 		59-2759603 501(C)(3) 129,182       COMMUNITY BENEFIT
(102) SHEPHERD'S HOPE
4851 S APOPKA VINELAND ROAD
ORLANDO,FL32819 		59-3420727 501(C)(3) 5,231       COMMUNITY BENEFIT
(103) SUSAN G KOMEN BREAST CANCER FOUNDATION
1755 OVIEDA MALL BLVD
OVIEDO,FL32765 		75-2844636 501(C)(3) 5,753       COMMUNITY BENEFIT
(104) STRENGTHEN ORLANDO
4TH FLR 400 S ORANGE AVE
ORLANDO,FL32801 		27-1964941 501(C)(3) 18,380       COMMUNITY BENEFIT
(105) SUMMIT CHURCH
735 HERDON AVE
ORLANDO,FL32839 		35-1161320 501(C)(3) 5,877       COMMUNITY BENEFIT
(106) THE FOUNDATION FOR SEMINOLE PUBLIC SCHOOLS
400 E LAKE MARY BLVD
SANFORD,FL32773 		59-2775956 501(C)(3) 80,879       COMMUNITY BENEFIT
(107) THE FLORIDA REAL ESTATE FOUNDATION
1330 LEE RD
ORLANDO,FL32810 		20-1544138 501(C)(3) 100,000       COMMUNITY BENEFIT
(108) UNITED ARTS OF CENTRAL FLORIDA
2450 MAITLAND CTR PKWY
MAITLAND,FL32751 		59-1166446 501(C)(3) 27,615       COMMUNITY BENEFIT
(109) UCP OF CENTRAL FLORIDA
1221 W COLONIAL DR STE 300
ORLANDO,FL32804 		59-0799925 501(C)(3) 383,857       COMMUNITY BENEFIT
(110) UNITED WAY OF BREVARD COUNTY
937 DIXON BOULEVARD
COCOA,FL32922 		59-0836384 501(C)(3) 11,950       COMMUNITY BENEFIT
(111) UNITED WAY OF CENTRAL FLORIDA
PO BOX 1357
HIGHLAND CITY,FL33846 		59-2116280 501(C)(3) 13,826       COMMUNITY BENEFIT
(112) UNITED WAY OF LAKE & SUMTER COUNTIES
PO BOX 490720
LEESBURG,FL34749 		36-2167949 501(C)(3) 33,130       COMMUNITY BENEFIT
(113) UNITED WAY SUNCOAST
5201 WEST KENNEDY BLVD SUITE 600
TAMPA,FL33609 		59-3725701 501(C)(3) 9,279       COMMUNITY BENEFIT
(114) UNITED WAY WORLDWIDE
701 NORTH FAIRFAX STREET
ALEXANDRIA,VA22314 		13-1635294 501(C)(3) 16,841       COMMUNITY BENEFIT
(115) WINTER PARK DAY NURSERY
741 S PENNSYLVANIA AVE
WINTER PARK,FL32789 		59-0638506 501(C)(3) 84,125       COMMUNITY BENEFIT
(116) WINTER PARK PRESBYTERIAN CHURCH
400 S LAKEMONT AVE
WINTER PARK,FL32792 		59-0830757 501(C)(3) 5,492       COMMUNITY BENEFIT
(117) WWP INC
4899 BELFORT ROAD SUITE 300
JACKSONVILE,FL32256 		20-2370934 501(C)(3) 5,765       COMMUNITY BENEFIT
(118) WYCLIFFE BIBLE TRANSLATORS
PO BOX 628200
ORLANDO,FL328628200 		95-1831097 501(C)(3) 21,569       COMMUNITY BENEFIT
(119) X-TENDING HANDS INC
7067 BLAIR DRIVE
ORLANDO,FL32808 		82-0582436 501(C)(3)   11,572 FMV SUPPLIES COMMUNITY BENEFIT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
120
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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 ACCOUNTABIITY AND PROGRAM SPECIFIC ACCOUNTABILITY. IT SHOULD REFLECT GOOD STEWARDSHIP (MONEY, LEADERSHIP, VOLUNTEERS.) IT SHOULD ADHERE TO BUDGET DETAIL, REPORTING REQUIREMENTS, LEVEL OF STANDARDS OF PERFORMANCE, AND DEMANDS OF ITS GOVERNING BOARD. 2)PROGRAMS ARE MONITORED AND PERIODICALLY EVALUATED IN TERMS OF CLEARLY DEFINED OUTPUT OBJECTIVES AND OUTCOME BASED MEASURES. AN OUTCOME-BASED PROGRAM EVALUATION SYSTEM IS USED TO ASSESS, IN AN ONGOING FASHION, THE IMPACT OF CLIENT-BASED PROGRAM SERVICES. 3)ANY SIGNIFICANT CHANGE TO THE AGENCY OR UNITED WAY'S FUNDED PROGRAM(S) MUST BE REPORTED TO THE HEART OF FLORIDA UNITED WAY, INC. SR. VICE PRESIDENT OF 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 TO PROVIDE ACCURATE DATA FOR HEART OF FLORIDA UNITED WAY 2-1-1 COMMUNITY DATABASE. Heart of Florida United Way's Gifts in Kind Center (GIKC) provides nonprofit, 501(c)(3), health & human services organizations in Orange, Osceola, and Seminole Counties with access to quality in-kind goods. The purpose of GIKC is to assist agencies in leveraging their dollars while providing donors with an outlet for distributing surplus and increasing their contribution and support of the local community. To qualify for membership, organizations must be 501(c)(3), health and human services, serve the tri-county area (Orange, Osceola and/or Seminole Counties), and must provide documentation as such. TO BE ELIGIBLE TO RECEIVE DONOR DESIGNATED DOLLARS, AGENCIES ARE REQUIRED TO SUBMIT A CURRENT 501(C)(3) STATUS, AS WELL AS THE SIGNED PATRIOT ACT COMPLIANCE FORM REQUIRED TO BE FILED PER THE ANTI-TERRORISM ACT.
Schedule I (Form 990) 2015



Additional Data


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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1ROBERT H BROWNPRESIDENT & CEO (i)

(ii)		 206,966
-------------
0 		80,000
-------------
0 		14,954
-------------
0 		26,038
-------------
0 		16,636
-------------
0 		344,594
-------------
0 		0
-------------
0
2JILL GREVISR. VP/CFO (i)

(ii)		 141,388
-------------
0 		0
-------------
0 		0
-------------
0 		13,918
-------------
0 		14,136
-------------
0 		169,442
-------------
0 		0
-------------
0
3ROBERT HAIGHTSR. VP OF RESOURCE DEVELOP (i)

(ii)		 132,186
-------------
0 		0
-------------
0 		0
-------------
0 		13,199
-------------
0 		15,936
-------------
0 		161,321
-------------
0 		0
-------------
0
4LARRY OLNESSSR. VP/CHIEF STRATEGY OFFI (i)

(ii)		 131,504
-------------
0 		0
-------------
0 		0
-------------
0 		12,954
-------------
0 		20,098
-------------
0 		164,556
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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
Part I, Line 1a PRIVATE CLUB DUES ARE PAID FOR THE PRESIDENT/CEO TO ELEVATE AND ENHANCE CURRENT AND PROSPECTIVE BUSINESS CONNECTIONS TO INCREASE PHILANTHROPIC GIVING.
Part I, Line 3 AN INCENTIVE COMPENSATION PAYOUT FOR THE PRESIDENT/CEO IS BASED UPON ACHIEVEMENT OF ANNUAL PERFORMANCE METRICS DETERMINED BY THE COMPENSATION COMMITTEE. THERE IS NO GUARANTEE OF PAYMENT AND THE INCENTIVE AWARD CAN RANGE FROM 0 TO 40% OF BASE SALARY DEPENDING UPON SUCCESSFUL ACHIEVEMENT OF ESTABLISHED METRICS.
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Heart of Florida United Way Inc
 
Employer identification number

59-0808854
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Robert Newland Board Member of Organization 55,998 Contracted services to search for a new President/CEO for the Organization.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Part IV The Organization paid Robert Newland, board member of the Heart of Florida United Way, Inc., in 3 installments of $18,666 each for the contracted services.
Schedule L (Form 990 or 990-EZ) 2015


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
2015
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 5 61,529 FMV
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 ) X 389 1,940,523 FMV
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
0
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) (2015)
Schedule M (Form 990) (2015)
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) (2015)

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 990-EZ 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
2015
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 I, LINE 1 Founded in 1939, Heart of Florida United Way (United Way) is Central Florida's largest supporter of local health and human service agencies. In 2015-2016, $46 million dollars in value added went back into Central Florida including over $18.6 million raised during the annual campaign that helps fund local health and human service programs. Our Mission: United Way improves lives by mobilizing the caring power of our community. United Way touched the lives of 650,000 individuals through Investing in Results grant supported programs, as well as through direct services designed to create a thriving community where adults and children achieve their full potential with access to a solid education, good health, safe neighborhoods and jobs that pay a living wage.
FORM 990, PART III, LINE 4A - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS In addition to raising money on behalf of other nonprofits (Investing in Results), United Way also provides direct services and runs programs that are vitally important to the Central Florida Community. These programs in services include Central Florida College Access Network, the FamilyWize discount prescription program, Schools and Communities: Together for Tomorrow serving Title I schools, ReadingPals providing volunteer led, weekly pre-literacy skill development interventions in 19 VPK classrooms, United Way's Financial Stability Coalition assisting families with free tax assistance, Emergency and Homelessness Services, Pathways to Success providing mentoring and support to 10th, 11th, and 12th grade high school students, the Ryan White HIV/AIDS Program, and the Gifts in Kind Center. The following provides a snapshot of a few of United Way's programs and services and key accomplishments. UNITED WAY INVESTING IN RESULTS United Way improves the lives of individuals and families, building strong communities by uniting people and organizations to create measurable results and a lasting impact. United Way is focused on prevention and finding long-term solutions for pressing problems. Known as Investing in Results, this philosophy is guiding our work to move the needle in four critical impact areas: Education, Income, Health and Basic Needs. PROGRAM HIGHLIGHTS Education: United Way served 13,602 children, youth, and parents/guardians through program services designed to boost every child's chance for success in school, work and life. 70% of ReadingPals students performed at grade level in reading, 76% of children demonstrated kindergarten readiness, 95% of children and youth improved/maintained school attendance rates, 97% of children and youth were promoted to the next grade level, and 96% of high school seniors graduated on time, 90% of AmeriCorps Pathways to Success students mentored demonstrated improved knowledge in college/career readiness, and 81% of students are enrolled to attend a college, university, or technical program within 12 months. Income: 157,757 individuals and their families benefitted from services and initiatives for low-income working families to succeed in the five building blocks of financial stability: sustaining employment, income supports, affordable housing, manageable budgets and increased savings and assets. 96% improved their employability skills, 100% accessed public and/or employer benefits to increase income supports, 97% obtained/maintained affordable housing, 96% increased financial literacy, and 100% acquired assets. Health: 31,712 Central Floridians participated in programs and services and an investment of nearly $6.4 million that helped them avoid risky behaviors and increase their health and wellbeing. 91% of parents/caregivers improved their parenting skills, 93% of children demonstrated age appropriate levels of developmental functioning, 83% increased their knowledge of healthy food and exercise options, 79% became enrolled in health insurance programs, and 82% achieved one or more health care treatment goals. Basic Needs: United Way worked to reduce the level of crisis for 453,015 of our community members by helping to meet immediate, emergency needs. 94% of eligible households received mainstream resources, 96% of seniors reported maintained or improved ability to live independently, and 96% of seniors reported maintained or improved physical and mental well-being. UNITED WAY 2-1-1 United Way's 2-1-1 Information and Assistance Helpline is the link between someone in distress and the help they need. This vital in-house resource provides basic needs assistance to individuals. Call specialists stand-by 24/7/365 to assist in suicide intervention, regional, or national disasters. PROGRAM HIGHLIGHTS The United Way 2-1-1 responded to 125,202 contacts during FY15/16. Of these contacts, 2,897 were chats, 2,845 were texts and 1,811 were emails; representing a 15% increase in electronic contacts over FY14/15. United Way 2-1-1 responded to 18,782 crisis contacts (1,577 of which required suicide prevention services); representing a 64% increase in crisis contacts over FY 14/15. United Way 2-1-1 also scheduled 2,476 families for a financial assistance eligibility appointment with a case manager, provided information to over 3,000 community members regarding the Earned Income Tax Credit program, provided information to over 1,500 community members about the Affordable Care Act, and scheduled 892 appointments for residents seeking enrollment assistance in the National Health Care Exchange. In FY15/16, 335 families successfully completed the Smoke Free Homes program with 2-1-1 support calls and 223 families received Help Me Grow navigation services. UNITED WAY EMERGENCY AND HOMELESSNESS SERVICES (EHS) PROGRAM Tri-county residents facing impending homelessness, hunger and other emergencies also received help through United Way's Emergency & Homelessness Services (EHS). The network of agencies under EHS 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: 1) providing allocation and expenditure accountability to funders by ensuring that funding guidelines are followed and clients are served confidentially and expeditiously; and 2) 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. PROGRAM HIGHLIGHTS 4,697 tri-county residents facing impending homelessness, hunger and other emergencies received help through United Way's Emergency & Homelessness Services (EHS) division through a network of agencies that provide case management, determination of client eligibility, and submission of assistance requests for vendor payment processing. 256 individuals avoided or recovered from homelessness through veteran assistance programs which help clients to reduce debt, increase income, and build self-sufficiency. 640 people received critical assistance with rent, mortgage, and utilities through more than $872,000 in federal Emergency Food & Shelter Program (EFSP) funds, which United Way distributed to supplement the work of local agencies, and 3,801 residents in need were able to keep their electricity on thanks to utility assistance programs that United Way administers in partnership with the Orlando Utilities Commission (OUC), Duke Energy and others. UNITED WAY FINANCIAL STABILITY COALITION The Central Florida Financial Stability Coalition addresses growing poverty in Central Florida by promoting financial literacy for low-income residents, improving access to financial services and by providing resources during eviction, foreclosure or other crises. As part of the Financial Stability Coalition activities, United Way promotes the Earned Income Tax Credit (EITC),VITA (Volunteer Income Tax Assistance), MyFreeTaxes (free self-preparation of taxes with online access), and 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 Through United Way's Financial Stability Coalition, 3,802 low-to moderate-households were able to receive tax refunds or claim the federal Earned Income Tax Credit. A total of 10,304 received free tax preparation through the work of volunteers who were available at convenient VITA locations, AARP locations, and through the MyFreeTaxes online tax preparation system. RYAN WHITE HIV/AIDS PROGRAM United Way serves as the lead agency for Ryan White Part B/General Revenue, a Florida Department of Health funded program that provides care and support to HIV/AIDS consumers in Orange, Osceola, Seminole, and Brevard counties. PROGRAM HIGHLIGHTS The Ryan White Program provided funding to 8 HIV/AIDS service organizations in Orange, Osceola, Seminole and Brevard counties. With funding totaling over $2 million, much needed services and linkages to care for persons infected with HIV/AIDS were provided in 10 service categories, including Outpatient Ambulatory Care, Case Management, Non-Medical Case Management, Pharmaceutical Assistance, Transportation, Mental Health Services, Health Insurance Premiums/Co-pays, Food Baskets, Medical Nutritional Therapy and Dental Care. Over 2,000 persons infected with this disease were served during the reporting period.
FORM 990, PART III, LINE 4A - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS United Way Volunteer Resource Center United Way's Volunteer Resource Center (VRC) matches thousands of volunteers, both groups and individuals, with more than 150 local nonprofit agencies to create exceptional volunteer experiences throughout Orange, Osceola and Seminole counties. Program Highlights The VRC were awarded $21,125 in grants for Day of Action, which allowed for added elements to the literacy projects focused on fighting the summer slide. Each child who participated received at least five books, a backpack, and a grade-level appropriate reading journal. We also brought a children's author to present his books and do a book signing for the children. Nearly 20,000 books were collected and distributed to Central Florida youth as well as $96,653 in supplies & resources collected. In addition, 7,116 volunteers donated 63,380 hours of service for a total value of $1,462,177 of service to our community. The VRC conducted its first National Service Training for 100 local National Service Volunteers, including HFUW AmeriCorps members, Central Florida Public Allies and City of Orlando AmeriCorps members. A partnership with Cabot Creamery and the Farmers of Cabot Creamery Co-operative provided free breakfast and lunch for all participants. United Way Gifts In Kind Center United Way's 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. Program Highlights GIKC collected and distributed $1.9 million worth of donated supplies and materials to local nonprofit organizations. The GIKC also facilitated numerous community "pass-through" donations, which are advertised and given to GIKC member agencies, including office furniture and household goods.
Form 990, Part VI, Section A, line 2 Linda Landman Gonzalez and Elisha Gonzales are mother and daughter.
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 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. COMPENSATION COMMITTEE DISCUSSIONS ARE DOCUMENTED IN MEETING MINUTES AND A SUMMARY COMPILED BY THE COMPENSATION CHAIR. THE PRIMARY OBJECTIVE OF THE COMPENSATION STRUCTURE IS TO PROVIDE REASONABLE AND COMPETITIVE TOTAL COMPENSATION OPPORTUNITIES TO ITS EXECUTIVES THAT ARE CONSISTENT WITH THE MARKET WHEN COMPARING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. WHEN MAKING ANY COMPENSATION DECISIONS, THE COMMITTEE REVIEWED COMPENSATION 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 CFFOUND.ORG WEBSITE AND THE HFUW.ORG WEBSITE, AS WELL AS AT THE PLACE OF BUSINESS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).
Form 990, Part XII, Line 2c: The process has not changed from the prior year.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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