TY 2017 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) JOHN PISAN...................................................................... CHAIR	2.50 .................	X	X
(2) SEAN DEMARTINO...................................................................... VICE CHAIR	2.50 .................	X	X
(3) BILL WILSON...................................................................... SECRETARY	2.50 .................	X	X
(4) MICHAEL MUELLER...................................................................... TREASURER	2.50 .................	X	X
(5) JAN ASPURU...................................................................... BOARD MEMBER	2.50 .................	X
(6) MALCOLM BARNES...................................................................... BOARD MEMBER	2.50 .................	X
(7) SHAWN BARTELT...................................................................... BOARD MEMBER	2.50 .................	X
(8) ADRIAN BENNETT...................................................................... BOARD MEMBER	2.50 .................	X
(9) MARIBETH BISIENERE...................................................................... BOARD MEMBER	2.50 .................	X
(10) ROBERT BOBROFF...................................................................... BOARD MEMBER	2.50 .................	X
(11) DIANA BOLIVAR...................................................................... BOARD MEMBER	2.50 .................	X
(12) JAY DARULLA...................................................................... BOARD MEMBER	2.50 .................	X
(13) JOHN DAVIS...................................................................... BOARD MEMBER	2.50 .................	X
(14) EDDIE FRANCIS...................................................................... BOARD MEMBER	2.50 .................	X
(15) MICHAEL FRUMKIN PHD...................................................................... BOARD MEMBER	2.50 .................	X
(16) DAVID FULLER...................................................................... BOARD MEMBER	2.50 .................	X
(17) ERIC GEBOFF...................................................................... BOARD MEMBER	2.50 .................	X

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(18) ELISHA GONZALEZ........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(19) LINDA LANDMAN GONZALEZ........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(20) MICHAEL HARDING........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(21) SANDY HOSTETTER........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(22) AVIDO KHAHAIFA........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(23) FRANK LOPEZ........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(24) KEVIN MADDRON........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(25) MARIE MARTINEZ........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(26) MARITZA MARTINEZ........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(27) E ANN MCGEE EDD........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(28) CHIEF JOHN W MINA........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(29) ROBERT NEWLAND........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(30) MICHAEL PATTILLO........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(31) DR RONALD PICCOLO PHD........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(32) DAVID RUIZ........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(33) FRANK ST JOHN........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(34) EDDIE SOLER........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(35) TRICIA STITZEL........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(36) ED TIMBERLAKE........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(37) ANNETTA WILSON........................................................................ BOARD MEMBER	2.50 .......................	X				0	0
(38) JEFFERY HAYWARD........................................................................ PRESIDENT & CEO (FROM 1/01/17)	50.00 .......................		X			370,164	48,424
(39) ROBERT H BROWN........................................................................ PRESIDENT & CEO (TO 1/19/17)	50.00 .......................				X	52,135	6,327
(40) JILL GREVI........................................................................ SR. VP/CFO	50.00 .......................		X			150,254	28,987
(41) ASHLEY BLASEWITZ........................................................................ CHIEF MARKETING OFFICER	50.00 .......................			X		113,901	24,313
(42) ROBERT HAIGHT........................................................................ SR. VP OF RESOURCE DEVELOPMENT	50.00 .......................			X		137,489	27,866
(43) JOAN NELSON........................................................................ SR. VP OF COMMUNITY INVESTMENT	50.00 .......................			X		122,904	26,615
(44) LARRY OLNESS........................................................................ SR. VP OF STRATEGIC ENTERPRISES	50.00 .......................			X		140,561	28,441

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


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) 2019

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	22,108,332	24,818,144	26,005,308	29,274,259	29,286,190	131,492,233
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	22,108,332	24,818,144	26,005,308	29,274,259	29,286,190	131,492,233
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)..						4,453,870
6	Public support. Subtract line 5 from line 4.						127,038,363

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	22,108,332	24,818,144	26,005,308	29,274,259	29,286,190	131,492,233
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	390,823	532,182	489,609	507,494	240,126	2,160,234
9	Net income from unrelated business activities, whether or not the business is regularly carried on..				22,664	88,510	111,174
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	494,871	395,587	560,764			1,451,222
11	Total support. Add lines 7 through 10						135,214,863

Gross receipts from related activities, etc. (see instructions) ..................

2,670,213

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

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

93.950 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

93.440 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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.)..

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

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

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 2019 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-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

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

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization HEART OF FLORIDA UNITED WAY INC

Part I Contributors	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
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	2,815,489	2,744,620	2,920,051	2,967,810	2,785,647
b	Contributions ...	4,689
c	Net investment earnings, gains, and losses	203,898	329,560	-10,910	34,000	330,783
d	Grants or scholarships ...	63,291	61,548	60,860	62,796	0
e	Other expenditures for facilities and programs ...		178,521	85,670		144,015
f	Administrative expenses ....	19,959	18,621	17,991	18,963	4,605
g	End of year balance ......	2,940,826	2,815,490	2,744,620	2,920,051	2,967,810

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

27.200 %

Term endowment SchDMd Bullet

72.800 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 ....	5,497,551	2,319,846	3,177,705
c	Leasehold improvements
d	Equipment ....	754,493	605,292	149,201
e	Other .....	130,808	95,364	35,444
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				3,637,350

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther 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) INVESTMENTS AT COMMUNITY FOUNDATION	1,757,975	F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	1,757,975

Part VIII

InvestmentsProgram 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,460,951
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) 2019

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	25,543,204
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	567,505
b	Donated services and use of facilities .........	2b	1,391,300
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	59,885
e	Add lines 2a through 2d .....................			2e	2,018,690
3	Subtract line 2e from line 1..................			3	23,524,514
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	67,031
b	Other (Describe in Part XIII.) ...........	4b	6,717,648
c	Add lines 4a and 4b....................			4c	6,784,679
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	30,309,193

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	22,550,643
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	1,391,300
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	59,885
e	Add lines 2a through 2d....................			2e	1,451,185
3	Subtract line 2e from line 1...................			3	21,099,458
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	67,031
b	Other (Describe in Part XIII.) ............	4b	6,717,648
c	Add lines 4a and 4b.....................			4c	6,784,679
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	27,884,137

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 59,885.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	REVENUES DESIGNATED BY DONOR 6,717,648.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSE 59,885.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	GRANTS DESIGNATED BY DONOR 6,717,648.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

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.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

If "Yes," list the 10 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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

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) 2019

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.

		(a) Event #1 CHEF'S GALA (event type)	(b) Event #2 WOMEN'S LEADERSHIP LUNCHEON (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	294,270	167,842	462,112
2	Less: Contributions . . . .	182,114	131,603	313,717
3	Gross income (line 1 minus line 2) . . . . . .	112,156	36,239	148,395

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .		14,505	14,505
7	Food and beverages . . .		21,000	21,000
8	Entertainment . . . .		1,467	1,467
9	Other direct expenses . . .	20,448	2,465	22,913
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			59,885
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .			88,510

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.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2019

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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 provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

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

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? ........................

Yes No

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 noncash assistance	(h) Purpose of grant or assistance
(1) AFTER SCHOOL PROGRAMS INC 1520 S POWERLINE ROAD DEERFIELD BEACH,FL33442	65-0915728	501(C)(3)	144,800				COMMUNITY BENEFIT
(2) AMERICA'S BEST CHARITIES 1100 LARKSPUR LANDING CIR STE 240 LARKSPUR,CA94939	94-3067804	501(C)(3)	6,708				COMMUNITY BENEFIT
(3) AMERICAN DIABETES ASSOCIATION 2290 LUCIEN WAY STE 230 MAITLAND,FL32751	13-1623888	501(C)(3)	5,167				COMMUNITY BENEFIT
(4) AMERICAN RED CROSS PO BOX 536726 ORLANDO,FL32853	59-0624357	501(C)(3)	62,397				COMMUNITY BENEFIT
(5) APOSTOLIC CHURCH CHURCH OF FAITH ACTS 238 INC 485 WURST ROAD OCOEE,FL34761	35-2303894	501(C)(3)		152,655	FMV	SUPPLIES	COMMUNITY BENEFIT
(6) BOY SCOUTS OF AMERICA 1951 S ORANGE BLOSSOM TRAIL APOPKA,FL32703	59-0624376	501(C)(3)	106,856				COMMUNITY BENEFIT
(7) BOYS & GIRLS CLUBS OF CENTRAL FLORIDA PO BOX 2987 ORLANDO,FL32802	59-0951887	501(C)(3)	307,829				COMMUNITY BENEFIT
(8) CATHOLIC CHARITIES 1819 N SEMORAN BOULEVARD ORLANDO,FL32807	59-1214353	501(C)(3)	99,682	91,953	FMV	SUPPLIES	COMMUNITY BENEFIT
(9) CENTER FOR CHANGE 810 ROSEMIST CT ORLANDO,FL34761	20-3062727	501(C)(3)		15,687	FMV	SUPPLIES	COMMUNITY BENEFIT
(10) CENTER FOR MULTICULTURAL WELLNESS & PREVENTION INC 1814 W COLONIAL DR ORLANDO,FL32804	59-3368679	501(C)(3)		6,539	FMV	SUPPLIES	COMMUNITY BENEFIT
(11) CHILDREN'S HOME OF CENTRAL FLORIDA 482 KELLER RD ORLANDO,FL32810	59-0192430	501(C)(3)	17,246				COMMUNITY BENEFIT
(12) CHRISTIAN SERVICE CENTER 808 W CENTRAL BLVD ORLANDO,FL32801	59-1353031	501(C)(3)	15,010				COMMUNITY BENEFIT
(13) COALITION FOR THE HOMELESS 639 W CENTRAL BLVD ORLANDO,FL32801	59-2814255	501(C)(3)	186,329				COMMUNITY BENEFIT
(14) COMMUNITY BASED CARE OF CENTRAL FLORIDA 117 E LAKE MARY BLVD SANFORD,FL32733	01-0631375	501(C)(3)	82,690				COMMUNITY BENEFIT
(15) COMMUNITY COORDINATED CARE FOR CHILDREN 3500 W COLONIAL DRIVE ORLANDO,FL32808	59-1371754	501(C)(3)	230,572				COMMUNITY BENEFIT
(16) COMMUNITY HEALTH CHARITIES OF FLORIDA 333 W PENSACOLA ST TALLAHASSEE,FL32301	13-6167225	501(C)(3)	8,421				COMMUNITY BENEFIT
(17) EARLY LEARNING COALITION OF SEMINOLE 280 HUNT PARK COVE STE 1020 LONGWOOD,FL32750	59-3664594	501(C)(3)	100,000				COMMUNITY BENEFIT
(18) EDGEWOOD CHILDREN'S RANCH 1451 EDGEWOOD RANCH RD ORLANDO,FL32835	59-1150182	501(C)(3)	258,820				COMMUNITY BENEFIT
(19) ELEVATE ORLANDO 2700 WESTHILL LN STE 137 MAITLAND,FL32751	59-0914205	501(C)(3)	42,500				COMMUNITY BENEFIT
(20) EMBRACE FAMILIES 4001 PEELE ST STE 200 ORLANDO,FL32817	01-0631375	501(C)(3)	50,373				COMMUNITY BENEFIT
(21) FLORIDA HOUSING COALITION 1367 E LAFAYETTE ST STE C TALLAHASSEE,FL32301	59-2235835	501(C)(3)	7,500				COMMUNITY BENEFIT
(22) FOUNDATION OF ORANGE COUNTY PUBLIC SCHOOLS 445 W AMELIA ST STE 901 ORLANDO,FL32801	59-2788435	501(C)(3)	84,000				COMMUNITY BENEFIT
(23) GIVE KIDS THE WORLD 210 S BASS RD KISSIMMEE,FL34746	59-2654440	501(C)(3)	8,226				COMMUNITY BENEFIT
(24) GRACE MEDICAL HOME 51 PENNSYLVANIA STREET ORLANDO,FL32806	26-1817966	501(C)(3)	48,399				COMMUNITY BENEFIT
(25) GREATER OASIS CHRISTIAN ACADEMY 2622 MEADOW OAKS LOOP CLERMONT,FL34714	45-4703563	501(C)(3)		9,340	FMV	SUPPLIES	COMMUNITY BENEFIT
(26) HAITI HEALTH & REHABILITATION 469 ALINOLE CIRCLE LAKE MARY,FL32746	80-0603185	501(C)(3)		12,641	FMV	SUPPLIES	COMMUNITY BENEFIT
(27) HARBOR HOUSE PO BOX 680748 ORLANDO,FL32868	59-1712936	501(C)(3)	59,567				COMMUNITY BENEFIT
(28) HARVEST OF HOPE 672 SO PARK AVE TITUSVILLE,FL32796	45-4221127	501(C)(3)		310,812	FMV	SUPPLIES	COMMUNITY BENEFIT
(29) HEALTHCARE CENTER FOR HOMELESS 232 N ORANGE BLOSSOM TRAIL ORLANDO,FL32804	59-3185020	501(C)(3)	379,034				COMMUNITY BENEFIT
(30) HELP NOW OSCEOLA PO BOX 420370 KISSIMMEE,FL34742	59-2283508	501(C)(3)	85,670				COMMUNITY BENEFIT
(31) HOPE COMMUNTIY CENTER 1016 N PARK AVENUE APOPKA,FL32712	56-2551312	501(C)(3)	50,000				COMMUNITY BENEFIT
(32) HOWARD PHILLIPS CENTER FOR CHILDRENFAMILIES 601 W MICHIGAN ST ORLANDO,FL32805	59-2244943	501(C)(3)	207,607				COMMUNITY BENEFIT
(33) IMPOWER INC 3157 N ALAFAYA TRAIL ORLANDO,FL32826	65-0439778	501(C)(3)	36,345				COMMUNITY BENEFIT
(34) INTERFAITH HUMANITARIAN SERVICES 773 S KIRKMAN RD STE 120 ORLANDO,FL32811	59-3709634	501(C)(3)		18,874	FMV	SUPPLIES	COMMUNITY BENEFIT
(35) INTERNATIONAL ASSOCIATION OF ACADEMIC METHODS 6103 BEECHMONT BLVD ORLANDO,FL32808	27-2009085	501(C)(3)		20,067	FMV	SUPPLIES	COMMUNITY BENEFIT
(36) INTERNATIONAL MINISTRIES OF HOPE 5095 NEPONSET AVENUE ORLANDO,FL32808	80-0423321	501(C)(3)		78,590	FMV	SUPPLIES	COMMUNITY BENEFIT
(37) JEWISH FAMILY SERVICES 2100 LEE ROAD WINTER PARK,FL32789	59-1873758	501(C)(3)	38,000				COMMUNITY BENEFIT
(38) KINGDOM CHAMBER OF COMMERCE 4823 SILVER STAR RD 160 ORLANDO,FL32808	46-5113750	501(C)(3)		35,280	FMV	SUPPLIES	COMMUNITY BENEFIT
(39) LANE TEENAGE GIRLS PO BOX 609087 ORLANDO,FL32860	45-0533559	501(C)(3)	11,195				COMMUNITY BENEFIT
(40) L'ECOLE COMMUNAUTAIRE DUMARSOIS ESTIME INC 7458 RADIANT CIRCLE ORLANDO,FL32810	81-1966712	501(C)(3)		66,938	FMV	SUPPLIES	COMMUNITY BENEFIT
(41) LIFT ORLANDO 215 E CENTRAL BLVD ORLANDO,FL32801	46-3607865	501(C)(3)	15,582				COMMUNITY BENEFIT
(42) LIGHTHOUSE CENTRAL FLORIDA 215 E NEW HAMPSHIRE STREET ORLANDO,FL32804	59-2418228	501(C)(3)	50,750				COMMUNITY BENEFIT
(43) MEALS ON WHEELS 2801 S FINANCIAL CT SANFORD,FL32773	59-2977907	501(C)(3)	23,521				COMMUNITY BENEFIT
(44) MINISTRY OF HOPE 4421 S KIRKMAN RD 102 ORLANDO,FL32811	54-1598036	501(C)(3)		44,963	FMV	SUPPLIES	COMMUNITY BENEFIT
(45) ONE HEART FOR WOMEN AND CHILDREN 914 ALMOND TREE CIR ORLANDO,FL32835	30-0584360	501(C)(3)		274,984	FMV	SUPPLIES	COMMUNITY BENEFIT
(46) ORLANDO COMMUNITY & YOUTH TRUST 595 N PRIMROSE DRIVE ORLANDO,FL32803	65-0572536	501(C)(3)	93,821				COMMUNITY BENEFIT
(47) ORLANDO FIREFIGHTERS BENEVOLENT 4005 N ORANGE BLOSSOM TRL STE A ORLANDO,FL32804	20-0794508	501(C)(3)	11,312				COMMUNITY BENEFIT
(48) ORLANDO NEIGHBORHOOD IMPROVEMENT 101 S TERRY AVE ORLANDO,FL32805	59-2669952	501(C)(3)	80,000				COMMUNITY BENEFIT
(49) ORLANDO SCIENCE CENTER 777 E PRINCETON ST ORLANDO,FL32803	59-0896343	501(C)(3)	10,000				COMMUNITY BENEFIT
(50) OSCEOLA COUNTY COUNCIL ON AGING 700 GENERATION PT KISSIMMEE,FL347445957	59-1595398	501(C)(3)	221,178				COMMUNITY BENEFIT
(51) REBUILD GLOBALLY 106 E CHURCH STREET ORLANDO,FL32801	27-2403572	501(C)(3)		7,776	FMV	SUPPLIES	COMMUNITY BENEFIT
(52) RESCUE OUTREACH MISSION PO BOX 412 SANFORD,FL32772	59-2876415	501(C)(3)	160,459				COMMUNITY BENEFIT
(53) ROANOKE VALLEY ORGANIZATION ROICH 701 W CONCORD ST ORLANDO,FL328051452	54-2181386	501(C)(3)		22,260	FMV	SUPPLIES	COMMUNITY BENEFIT
(54) SAFEHOUSE OF SEMINOLE (SEMINOLE CTY VICTIMS' RIGHTS COALITION) PO BOX 471279 LAKE MONROE,FL32747	59-2934243	501(C)(3)	85,611				COMMUNITY BENEFIT
(55) SALVATION ARMY - ORLANDO PO BOX 540657 ORLANDO,FL32854	58-0660607	501(C)(3)	195,799				COMMUNITY BENEFIT
(56) SALVATION ARMY - SEMINOLE PO BOX 1946 SANFORD,FL32772	13-5562351	501(C)(3)	38,000				COMMUNITY BENEFIT
(57) SECOND HARVEST FOOD BANK 2008 BRENGLE AVE ORLANDO,FL32808	59-2142315	501(C)(3)	178,176				COMMUNITY BENEFIT
(58) SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY 101 W PALMETTO AVENUE LONGWOOD,FL32750	59-1591554	501(C)(3)	86,000				COMMUNITY BENEFIT
(59) SENIORS FIRST 5395 LB MCLEOD ROAD ORLANDO,FL32811	59-2759603	501(C)(3)	85,161				COMMUNITY BENEFIT
(60) STRENGTHEN ORLANDO 4TH FLR 400 S ORANGE AVE ORLANDO,FL32801	27-1964941	501(C)(3)	15,304				COMMUNITY BENEFIT
(61) THE SHARING CENTER 600 N HWY 17-92 STE 158 LONGWOOD,FL32750	59-2744535	501(C)(3)	40,000				COMMUNITY BENEFIT
(62) UCP OF CENTRAL FLORIDA 3305 S ORANGE AVE ORLANDO,FL32806	59-0799925	501(C)(3)	50,000				COMMUNITY BENEFIT
(63) UNITED AGAINST POVERTY 150 W MICHIGAN ST STE A ORLANDO,FL32806	11-3697936	501(C)(3)	80,000				COMMUNITY BENEFIT
(64) UNITED ARTS OF CENTRAL FLORIDA 2450 MAITLAND CTR PKWY MAITLAND,FL32751	59-1166446	501(C)(3)	9,177				COMMUNITY BENEFIT
(65) UNITED WAY OF BREVARD COUNTY 937 DIXON BOULEVARD COCOA,FL32922	59-0836384	501(C)(3)	5,743				COMMUNITY BENEFIT
(66) UNITED WAY OF GREATER HOUSTON 50 WAUGH DR HOUSTON,TX77007	74-1167964	501(C)(3)	10,000				COMMUNITY BENEFIT
(67) URBAN THINK 363 N PARRAMORE AVE ORLANDO,FL32801	26-2534274	501(C)(3)	20,000				COMMUNITY BENEFIT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash 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) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

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

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .........

Yes

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 on Line 1a? ..

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JEFFERY HAYWARD PRESIDENT & CEO (FROM 1/01/17)	(i) (ii)	250,000 ------------- 0	43,750 ------------- 0	76,414 ------------- 0	27,958 ------------- 0	20,466 ------------- 0	418,588 ------------- 0	0 ------------- 0
2ROBERT H BROWN PRESIDENT & CEO (TO 1/19/17)	(i) (ii)	11,718 ------------- 0	40,000 ------------- 0	417 ------------- 0	5,172 ------------- 0	1,155 ------------- 0	58,462 ------------- 0	0 ------------- 0
3JILL GREVI SR. VP/CFO	(i) (ii)	150,254 ------------- 0	0 ------------- 0	0 ------------- 0	15,358 ------------- 0	13,629 ------------- 0	179,241 ------------- 0	0 ------------- 0
4ROBERT HAIGHT SR. VP OF RESOURCE DEVELOPMENT	(i) (ii)	137,489 ------------- 0	0 ------------- 0	0 ------------- 0	14,237 ------------- 0	13,629 ------------- 0	165,355 ------------- 0	0 ------------- 0
5LARRY OLNESS SR. VP OF STRATEGIC ENTERPRISES	(i) (ii)	140,561 ------------- 0	0 ------------- 0	0 ------------- 0	14,592 ------------- 0	13,849 ------------- 0	169,002 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

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

TAX INDEMNIFICATION AND GROSS-UP PAYMENTS OF $72,083 WERE MADE FOR CERTAIN RELOCATION EXPENSES OF THE NEWLY HIRED PRESIDENT/CEO. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION. A TEMPORARY HOUSING ALLOWANCE OF $52,009 WAS PROVIDED AS PART OF THE RELOCATION PACKAGE OFFERED TO THE NEWLY HIRED PRESIDENT/CEO. THIS BENEFIT WWAS TREATED AS TAXABLE COMPENSATION. PRIVATE CLUB DUES ARE PAID AS A NON-TAXABLE BENEFIT FOR THE PRESIDENT/CEO TO ELEVATE AND ENHANCE CURRENT AND PROSPECTIVE BUSINESS CONNECTIONS TO INCREASE PHILANTHROPIC GIVING.

PART I, LINE 7

AN INCENTIVE COMPENSATION PAYOUT FOR THE PRESIDENT/CEO IS BASED UPON ACHIEVEMENT OF ANNUAL PERFORMANCE METRICS DETERMINED BY THE COMPENSATION COMMITTEE. THERE IS NO GUARANTEE OF PAYMENT AND THE INCENTIVE AWARD CAN RANGE FROM 0 TO 30% OF BASE SALARY DEPENDING UPON SUCCESSFUL ACHIEVEMENT OF ESTABLISHED METRICS.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

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	3	14,968	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 ( SUPPLIES )	X	220	1,203,338	FMV
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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 isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't 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) (2019)

Page 2

Part IISupplemental 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) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

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 DESCRIPTION OF ORGANIZATION 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 FIGHTING FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN CENTRAL FLORIDA. FOUNDED IN 1939, HEART OF FLORIDA UNITED WAY (UNITED WAY) IS CENTRAL FLORIDA'S LARGEST SUPPORTER OF LOCAL HEALTH AND HUMAN SERVICE AGENCIES. IN 2017-2018, $27.9 MILLION DOLLARS WERE INVESTED INTO CENTRAL FLORIDA INCLUDING OVER $16.5 MILLION RAISED DURING THE ANNUAL CAMPAIGN THAT HELPS FUND LOCAL HEALTH AND HUMAN SERVICE PROGRAMS. UNITED WAY TOUCHED THE LIVES OF OVER 494,000 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. BOTTOM LINE, UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN CENTRAL FLORIDA.
FORM 990, PART III, LINE 2	UNITED WAY ESTABLISHED FUNDING OPPORTUNITIES TO HELP ASSIST FAMILIES IN NEED OF HOUSING REPAIRS TO HELP THEM RECOVER FROM THE DAMAGE CAUSED BY HURRICANE IRMA. UNITED WAY PROVIDED $4,105 IN EMERGENCY FOOD ASSISTANCE TO 198 SENIORS OVER THE AGE OF 50 WHO RECEIVED EMERGENCY MEALS SERVICES IN THE AFTERMATH OF HURRICANE IRMA. UNITED WAY ESTABLISHED PHASE II OF OUR RESPONSE TO HURRICANE MARIA, THE HURRICANE MARIA HOUSING ASSISTANCE PROGRAM AND PROVIDED $70,841 IN LIMITED, ONE-TIME ASSISTANCE TO 42 ELIGIBLE HOUSEHOLDS TO HELP WITH EXPENSES SUCH AS FIRST MONTH'S RENT, LAST MONTH'S RENT, HOUSING SECURITY DEPOSIT, AND/OR UTILITY DEPOSITS.
FORM 990, PART III, LINE 4A - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	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. FOR THE 2017-2018 FISCAL YEAR, UNITED WAY INVESTED $3,770,391 IN FOUR CRITICAL IMPACT AREAS: EDUCATION, INCOME, HEALTH AND BASIC NEEDS. THE FOLLOWING PROVIDES A SUMMARY OF OUR PROGRAM SERVICE ACCOMPLISHMENTS FOR FY 2017-2018. EDUCATION: UNITED WAY SERVED 4,448 CHILDREN, YOUTH, AND PARENTS/GUARDIANS THROUGH PROGRAM SERVICES DESIGNED TO BOOST EVERY CHILD'S CHANCE FOR SUCCESS IN SCHOOL, WORK AND LIFE. 88% OF READINGPALS STUDENTS DEMONSTRATED KINDERGARTEN READINESS, 94% OF AMERICORPS PATHWAYS TO SUCCESS STUDENTS IMPROVED SCORES ON STANDARDIZED AND END OF COURSE ASSESSMENTS, 71% OF DESTINATION GRADUATION STUDENTS WHO RECEIVED PERSISTENCE FUNDS WERE ABLE TO STAY ENROLLED DURING THE TERM WHERE THEY RECEIVED SERVICES AND RE-ENROLL IN THE FOLLOWING TERM. INCOME: 82,742 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. 87% OF CLIENTS IMPROVED THEIR EMPLOYABILITY SKILLS, 100% ACCESSED PUBLIC AND/OR EMPLOYER BENEFITS TO INCREASE INCOME SUPPORTS, 90% INCREASED FINANCIAL LITERACY, 84% SIEMER INSTITUTE FOR FAMILY STABILITY PROGRAM PARTICIPANTS INCREASED THEIR HOUSEHOLD STABILITY AND AVOIDED MOVING THEIR CHILDREN TO A DIFFERENT SCHOOL. HEALTH: 6,205 CENTRAL FLORIDIANS PARTICIPATED IN PROGRAMS AND SERVICES THAT HELPED THEM AVOID RISKY BEHAVIORS AND INCREASE THEIR HEALTH AND WELLBEING. 89% OF PARENTS/CAREGIVERS IMPROVED THEIR PARENTING SKILLS, 79% OF CHILDREN DEMONSTRATED AGE APPROPRIATE LEVELS OF DEVELOPMENTAL FUNCTIONING, 86% BECAME ENROLLED IN HEALTH INSURANCE PROGRAMS, AND 65% ACHIEVED ONE OR MORE HEALTH CARE TREATMENT GOALS. UNITED WAY ALSO SERVES AS THE LEAD AGENCY AND FOR RYAN WHITE PART B/GENERAL REVENUE, A FLORIDA DEPARTMENT OF HEALTH-FUNDED PROGRAM THAT PROVIDES CARE AND SUPPORT TO PEOPLE LIVING WITH HIV IN ORANGE, OSCEOLA, SEMINOLE AND BREVARD COUNTIES, IS THE CONTRACTED AGENCY THAT COORDINATES SUPPORT AND PAYMENT OF HEALTH INSURANCE PREMIUMS, CO-PAYMENTS, AND DEDUCTIBLES FOR ORANGE COUNTY GOVERNMENT UNDER THE RYAN WHITE PART A PROGRAM, AND PROVIDES TECHNICAL ASSISTANCE AND SUPPORT FOR THE CENTRAL FLORIDA HIV PLANNING COUNCIL, A COMMUNITY PLANNING GROUP THAT MAKES RECOMMENDATIONS TO THE RECIPIENT OFFICES ON RYAN WHITE PART FUNDS. UNITED WAY RECEIVED ALMOST $4 MILLION IN FEDERAL AND STATE FUNDS FROM THE FLORIDA DEPARTMENT OF HEALTH AND ORANGE COUNTY GOVERNMENT TO PROVIDE PATIENT CARE SERVICES TO A TOTAL OF 4,301 CLIENTS AND PROVIDED 124,862 UNITS OF SERVICE. UNITED WAY ALSO MANAGED THE ORLANDO UNITED ASSISTANCE CENTER WHICH OFFERS SERVICES AND SUPPORT FOR PHYSICAL AND EMOTIONAL HEALING OF THOSE IMPACTED BY THE PULSE SHOOTINGS NEAR DOWNTOWN ORLANDO IN 2016. UNITED WAY ANSWERED 1,005 CALLS THROUGH THE 500 HOPE LINE, REFERRED 92 INDIVIDUALS TO MENTAL HEALTH TREATMENT AND SERVICES, AND ASSISTED 80 CLIENTS WITH RENT, MORTGAGE AND/OR UTILITIES, FOR A TOTAL OF $72,353 IN EMERGENCY ASSISTANCE. BASIC NEEDS: UNITED WAY MANAGED GRANTS AND FEE-FOR-SERVICE CONTRACTS, TOTALING $1,823,370 TO PROVIDE 2-1-1 INFORMATION AND ASSISTANCE SERVICES VIA PHONE, CHAT, TEXTING AND EMAIL SERVICES IN SELECT FLORIDA, TENNESSEE, KENTUCKY, ARKANSAS, IOWA AND PENNSYLVANIA COUNTIES, AS WELL AS PROVIDED AFTER-HOURS/WEEKEND SERVICES FOR THE EPILEPSY FOUNDATION NATIONALLY AND IN PUERTO RICO. 344,373 INDIVIDUALS WERE ASSISTED BY THE UNITED WAY 2-1-1 CRISIS HELPLINE AND PROVIDED PROBLEM SOLVING, CRISIS DE-ESCALATION AND CONNECTION TO RESOURCES TO MEET THEIR NEEDS RELATED TO HOUSING, UTILITIES, FOOD, ACCESSING HEALTHCARE SERVICES (TO INCLUDE HEALTH INSURANCE ENROLLMENT), AND OTHER SERVICES WHICH ALLOWED THEM TO BOTH MEET THEIR IMMEDIATE NEEDS AND INCREASE THE STABILITY OF THEIR HOUSEHOLD. UNITED WAY ALSO WORKED TO REDUCE THE LEVEL OF CRISIS FOR 400,388 OF OUR COMMUNITY MEMBERS BY HELPING TO MEET IMMEDIATE, EMERGENCY NEEDS. 91% OF ELIGIBLE HOUSEHOLDS RECEIVED MAINSTREAM RESOURCES, 97% OF SENIORS REPORTED MAINTAINED OR IMPROVED ABILITY TO LIVE INDEPENDENTLY, AND 93% OF SENIORS REPORTED MAINTAINED OR IMPROVED PHYSICAL AND MENTAL WELL-BEING.
FORM 990, PART VI, SECTION A, LINE 2	LINDA LANDMAN GONZALEZ AND ELISHA GONZALEZ, BOTH SERVING ON HFUW BOARD OF DIRECTORS, HAVE A FAMILY RELATIONSHIP AS MOTHER AND DAUGHTER.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED BY THE CFO AND PRESIDENT/CEO AND IS THEN SUBMITTED TO THE AUDIT COMMITTEE FOR A FORMAL, THOROUGH REVIEW LED BY THE INDEPENDENT ACCOUNTING FIRM. ANY CHANGES ARE NOTATED AND UPON COMPLETION, A RECOMMENDATION OF APPROVAL IS MADE BEFORE SUBMITTING TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12C	AS PART OF THE ANNUAL MEMBERSHIP CERTIFICATION PROCESS WITH UNITED WAY WORLD WIDE, THE HEART OF FLORIDA UNITED WAY BOARD OF DIRECTORS AND ALL EMPLOYEES ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY AND DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST WITH THE OPERATIONS OF HEART OF FLORIDA UNITED WAY.
FORM 990, PART VI, SECTION B, LINE 15	THE HEART OF FLORIDA UNITED WAY HAS A BOARD APPOINTED COMPENSATION COMMITTEE. THE COMMITTEE IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF COMPENSATION PLANS FOR THE HEART OF FLORIDA UNITED WAY PRESIDENT/CEO AND OTHER EXECUTIVE LEVEL STAFF. THE COMMITTEE ENSURES THAT THE COMPENSATION POLICIES SUPPORT THE MISSION AND GOALS OF THE ORGANIZATION. ON AN ANNUAL BASIS THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE PRESIDENT/CEO AND APPROVING ANY ADJUSTMENTS TO COMPENSATION AND INCENTIVE AWARDS. THE COMMITTEE WORKS IN CONJUNCTION WITH THE PRESIDENT/CEO AND 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 DATA FROM TARGETED UNITED WAYS AND A MIX OF LARGER NATIONAL AND LOCAL NON-PROFITS, SIMILAR IN SIZE AND LEVEL OF COMPLEXITY.
FORM 990, PART VI, SECTION C, LINE 19	HEART OF FLORIDA UNITED WAY, INC. MAKES ITS FINANCIAL STATEMENTS, 990, AND CONFLICT OF INTEREST/ETHICS POLICY AVAILABLE THROUGH THE CFFOUND.ORG WEBSITE AND THE HFUW.ORG WEBSITE, AS WELL AS AT THE PLACE OF BUSINESS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).
FORM 990, PART VI, SECTION A, LINE 1A	THE PRESIDENT/CEO IS AN EX-OFFICIO MEMBER OF THE BOARD AND EXECUTIVE COMMITTEE, BUT WITH NO POWER TO MAKE MOTIONS OR TO VOTE. THE EXECUTIVE COMMITTEE HAS ALL THE POWERS OF THE BOARD, EXCEPT FOR THE POWER TO APPOINT AND REMOVE THE PRESIDENT/CEO. WHILE RARELY OCCURRING, ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD WILL BE REPORTED TO THE BOARD AT ITS NEXT MEETING.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	37
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	37
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	223
6	Total number of volunteers (estimate if necessary) .............	6	3,740
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 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	29,274,458	29,286,190
9	Program service revenue (Part VIII, line 2g) .........	668,601	739,758
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	856,583	182,195
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	134,203	101,050
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	30,933,845	30,309,193
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	15,861,964	11,229,646
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)	7,746,111	8,213,351
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,358,218
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	7,156,904	8,441,140
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	30,764,979	27,884,137
19	Revenue less expenses. Subtract line 18 from line 12.......	168,866	2,425,056
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	30,569,493	30,932,314
21	Total liabilities (Part X, line 26).............	5,581,257	2,951,517
22	Net assets or fund balances. Subtract line 21 from line 20.....	24,988,236	27,980,797

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 18,119,325 including grants of $ 4,511,998 ) (Revenue $ 739,758 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ 6,717,648 including grants of $ 6,717,648 ) (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 expenses24,836,973

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,087,408	0	190,973

(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 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	313,717
d	Related organizations		1d
e	Government grants (contributions)		1e	6,319,243

f	All other contributions, gifts, grants, and similar amounts not included above		1f	22,653,230

g	Noncash contributions included in lines 1a - 1f:$		1g	1,218,306

h Total. Add lines 1a-1f.......		29,286,190

		Business Code
2a	MANAGEMENT FEES	812900	361,615	361,615
b	SERVICE FEE INCOME	900099	194,007	194,007
c	OTHER REVENUE	900099	137,575	137,575
d	GIFT IN KIND PROGRAM	900099	46,561	46,561
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		739,758

3 Investment income (including dividends, interest, and othersimilar amounts) ......			227,586			227,586
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		12,540	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		12,540	6c
d	Net rental income or (loss).......			12,540			12,540
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		4,411,135	7a
b	Less: cost or other basis and sales expenses		4,456,526	7b
c	Gain or (loss)		-45,391	7c
d	Net gain or (loss).........			-45,391			-45,391
8a	Gross income from fundraising events (not including $ 313,717of contributions reported on line 1c). See Part IV, line 18 ....
			8a	148,395
b	Less: direct expenses ...		8b	59,885
c	Net income or (loss) from fundraising events..			88,510			88,510
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			30,309,193	739,758	0	283,245

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	11,229,646	11,229,646
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	499,851	204,939	244,927	49,985
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........	5,237,382	4,014,512	499,000	723,870
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	400,235	277,945	67,757	54,533
9	Other employee benefits .......	1,636,985	1,210,473	218,981	207,531
10	Payroll taxes ...........	438,898	322,788	56,910	59,200
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	81,200		81,200
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	67,031		67,031
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	196,254	196,254
12	Advertising and promotion ....	225,055	165,634	282	59,139
13	Office expenses .......	257,441	179,204	21,538	56,699
14	Information technology ......	157,685	123,934	19,467	14,284
15	Royalties ..
16	Occupancy ...........	185,573	145,534	18,458	21,581
17	Travel ............	65,013	46,580	4,822	13,611
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	63,156	41,546	12,948	8,662
20	Interest ...........
21	Payments to affiliates .......	270,139	131,248	116,353	22,538
22	Depreciation, depletion, and amortization ..	214,311		196,431	17,880
23	Insurance ...	1,099,372	1,082,901	7,216	9,255
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	HOMELESSNESS SERVICES	2,880,243	2,880,243
b	CASE MANAGEMENT	695,255	695,255
c	MEDICAL	384,263	384,263
d	ORAL HEALTH CARE	225,642	225,642
e	All other expenses	1,373,507	1,278,432	55,625	39,450
25	Total functional expenses. Add lines 1 through 24e	27,884,137	24,836,973	1,688,946	1,358,218
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			79,192	1	98,356
2	Savings and temporary cash investments .........			6,825,276	2	7,920,065
3	Pledges and grants receivable, net ......			8,688,609	3	7,513,721
4	Accounts receivable, net .............				4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			417,389	7	317,040
8	Inventories for sale or use ............			260,738	8	267,408
9	Prepaid expenses and deferred charges ......			98,077	9	190,361
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	6,657,852
b	Less: accumulated depreciation	10b	3,020,502	3,821,894	10c	3,637,350
11	Investments—publicly traded securities .			8,684,258	11	9,230,038
12	Investments—other securities. See Part IV, line 11 .....			1,694,060	12	1,757,975
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 33)...			30,569,493	16	30,932,314

17	Accounts payable and accrued expenses .....	1,924,141	17	1,300,229
18	Grants payable ...		18
19	Deferred revenue .........	320,098	19	190,337
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	3,337,018	25	1,460,951
26	Total liabilities. Add lines 17 through 25..	5,581,257	26	2,951,517

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	24,988,236	32	27,980,797
33	Total liabilities and net assets/fund balances ........	30,569,493	33	30,932,314