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Community Development : United Ways

Heart of Florida United Way

Live united

four stars

98.23

Dr. Nelson Ying Center 1940 Traylor Boulevard
Orlando, FL 32804
tel: (407) 835-0900   Web Site
EIN: 59-0808854

Board Leadership
John Pisan
Chair

CEO
Jeff Hayward
President

  Score
(out of 100)
Rating
Overall Score & Rating 98.23 four stars
  Financial 97.50 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1939, Heart of Florida United Way (HFUW) is Central Florida's largest charitable organization. Our mission is to improve lives by mobilizing the caring power of our communities. We seek to engage all citizens to work together to build healthy, safe, caring, and strong communities. In 2008, HFUW adopted a bold new strategic direction focused on prevention. Known as Investing in Results, the initiative is guiding United Way's work to move the needle in four critical impact areas: developing healthy children and families, building safe communities, increasing financial stability, and alleviating hunger and homelessness.

Founded in 1939, Heart of Florida United Way (HFUW) is Central Florida's largest charitable organization. Our mission is to improve lives by mobilizing the caring power of our communities. We seek to engage all citizens to work together to build healthy, safe, caring, and strong communities. In 2008, HFUW adopted a bold new strategic direction focused on prevention. Known as Investing in Results, the initiative is guiding United Way's work to move the needle in four critical impact areas: developing healthy children and families, building safe communities, increasing financial stability, and alleviating hunger and homelessness.

Impact Information

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This impact information is current as of September 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

four stars

97.50

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
89.0%
  Administrative Expenses 5.9%
  Fundraising Expenses 4.9%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.93
  Program Expenses Growth 2.1%
  Liabilities to Assets 9.5%
All data for Financial Performance Metrics calculations was provided by Heart of Florida United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Heart of Florida United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Heart of Florida United Way (FL) 98.23 four stars
United Way of Lincoln and Lancaster County (NE) 85.43 three stars
United Way of Greater Cincinnati (OH) 88.56 three stars
United Way of Greater Lafayette (IN) 95.93 four stars
Capital Area United Way, Michigan (MI) 92.53 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $22,653,230
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $313,717
   Related Organizations $0
   Government Grants $6,319,243
Total Contributions $29,286,190
   Program Service Revenue $739,758
Total Primary Revenue $30,025,948
   Other Revenue $283,245
TOTAL REVENUE $30,309,193
   
EXPENSES  
   Program Expenses $24,836,973
   Administrative Expenses $1,688,946
   Fundraising Expenses $1,358,218
TOTAL FUNCTIONAL EXPENSES $27,884,137
   
Payments to Affiliates $270,139
Excess (or Deficit) for the year $2,425,056
   
Net Assets $27,980,797

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Direct Services and Programs $18,119,325 73.0%
Donor Designations $6,717,648 27.0%

Ratings History
Heart of Florida United Way has received 5 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 98.23 four stars
2017-06 12/01/2018 96.46 four stars
2016-06 10/01/2017 94.94 four stars
2015-06 08/01/2016 98.23 four stars
2014-06 06/01/2016 93.69 four stars
 
CN 2.0
2014-06 10/01/2015 93.19 four stars
2013-06 09/01/2014 89.01 three stars
2012-06 02/01/2014 93.13 four stars
2012-06 09/01/2013 92.57 four stars
2011-06 08/01/2012 95.55 four stars
2010-06 09/20/2011 96.11 four stars
 
CN 1.0
2010-06 07/01/2011 95.21 four stars
2009-06 11/24/2010 98.52 four stars
2008-06 09/01/2009 82.52 three stars
2007-06 09/01/2008 85.70 three stars
2006-06 07/01/2007 76.00 two stars
2005-06 09/01/2006 87.65 three stars
2004-06 07/01/2005 87.24 three stars
2003-06 08/01/2004 95.85 four stars
2002-06 08/01/2003 96.07 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 59-0808854
Name in IRS Master File HEART OF FLORIDA UNITED WAY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (927) Fundraising
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date July, 1942
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$370,164 1.32% Jeffery Hayward President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Heart of Florida United Way (FL) 98.23 four stars
United Way of the Battle Creek and Kalamazoo Region (MI) 94.15 four stars
United Way of Pierce County (WA) 86.49 three stars
United Way of the Wabash Valley (IN) 90.77 four stars
United Way of Wyoming Valley (PA) 91.88 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Heart of Florida United Way
Dr. Nelson Ying Center
1940 Traylor Boulevard
Orlando, FL 32804
tel: (407) 835-0900
fax: (407) 835-1959
EIN: 59-0808854

Visit Web Site

Board Leadership

John Pisan
Chair

CEO

Jeff Hayward
President

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