WE FIGHT FOR EDUCATION

WE FIGHT FOR HEALTH

WE FIGHT FOR SURVIVAL OUR IMPACT

DOLLARS DIRECTLY INVESTED INTO THE COMMUNITY

WE FIGHT FOR FINANCIAL STABILITY

Kyle* was struggling. In his initial VPK assessment, he scored zeros in every category. As the child of first-generation immigrants, English was not his primary language and he refused to speak at school. But he began to meet twice a week with his ReadingPal volunteer and by the end of the year his test scores were on track and now he talks with everyone he can.

WE FIGHT FOR KYLERicky’s* life changed the night of the Pulse Night Club tragedy. As a survivor of a gunshot wound, he has worked tirelessly to get his life back to a new normal. From helping him pay rent when he missed work due to his injuries to providing a listening ear when life began to feel overwhelming, the Orlando United Assistance Center (OUAC) has been there every step of his journey to recovery.

WE FIGHT FOR RICKYLeo is a visually impaired high school student who wants to major in music therapy and loves cooking with his friends. Through a program funded by United Way, he is learning essential life and work skills so he can follow his dreams. He has never let his disability slow him down, and with continued support, it never will.

WE FIGHT FOR LEOArelis was a successful real estate agent until the recession left her nearly bankrupt. When she tried to pursue a college degree, along with working full-time and being a single mom, the bills became too much and they became homeless. United Way helped her find housing and stay on track to graduate on the Dean’s List.

WE FIGHT FOR ARELIS

There are essentials every person needs to survive, like food on the table and a place to live. Yet hundreds of thousands of people in Central Florida struggle with these basic necessities. Our 2-1-1 Referral and Assistance Helpline is available as the first step towards accessing help available in the community and getting on the path to a better life.

Making healthy decisions is a learned behavior and a crucial component to a fruitful life. We strategically focus on physical, mental and social well-being. From increased health care access to avoiding risky behaviors, health is a pillar of a flourishing community.

The foundation for a good life starts with a solid education. Cradle to career, we support every student’s educational journey. From helping pre-K kids sharpen their reading skills to preventing college students from dropping out due to non-academic barriers, we’re fighting for all students’ success.

According to the 2017 ALICE (Asset Limited, Income Constrained, Employed) Report, nearly 50% of those living in Central Florida cannot make ends meet. We believe that the financial stability of individuals, from sustainable income to affordable housing, affects the economic future of the community.

• Teaching about how to make healthy choices, like nutritious food and exercise

• Equipping caregivers with essential skills through parenting classes

• Increasing enrollment in health insurance programs

• Improving quality of life for people living with HIV/AIDS in Central Florida

• Providing support to children with developmental and behavioral concerns

• Tutoring and mentorship for 10th – 12th graders not on track to graduate

• Implementing ReadingPals program for VPK 4-year-olds

• Recruiting hundreds of volunteers to support local schools

• Improving attendance and behavior of at-risk students

• Providing digital libraries for Title-I schools

• Offering free tax preparation sites in Central Florida and online

• Improving job skills and employability for under-employed veterans

• Leading budget-building and financial literacy classes

• Increasing Earned Income Tax Credit (EITC) claims

• Assisting homeless families with household stability to keep students in school

• Helping veterans navigate complex service provider networks

• Securing emergency assistance and housing

• Providing on-site case management for homeless families

• Utilizing volunteer network to host and collect goods from supply drives

• De-escalating crisis and suicide calls through the 2-1-1 Helpline

UNITED WAY @ WORK

*Names and photos have been changed www.HFUWAnnualReport.org

When I reflect on all that has been accomplished this year, it is humbling. When I moved from Boston to Orlando, I was not sure what to expect. What I found was a highly effective United Way that plays a unique role in the Central Florida community. We have hit the ground running my first year, and I look forward to the work we will continue to accomplish.

Jeff Hayward, President/CEOHeart of Florida United Way

At United Way, we’re more than just fundraisers. However, dollars are what make our work possible. Last fiscal year, Heart of Florida United Way raised, managed and distributed $28 million, referred to as “total resources.” Fundraising totals include monies raised through the community campaign, special events and other donor-related activities.

Investing in Results CouncilEd Timberlake, Chair, Seaside National Bank & Trust

Bill Wilson, Vice Chair, Holland & Knight LLP

Mark Brewer, CAP, Vice Chair, Central Florida Foundation

Education CabinetHonorable Alicia L. Latimore, Chair, Ninth Judicial Circuit Court

Tracy Salem, Ed.D., Vice Chair, Orange County Government

Health CabinetKaren van Caulil, Ph.D., Chair, Florida Health Care Coalition

Financial Stability CabinetChris Toadvine, Chair, Edelman Financial Services

Campaign CabinetJohn Pisan, Chair, Wells Fargo Wealth Management

Dr. Deb German, Vice Chair, University of Central Florida

Loaned Executive ProgramDavid Ruiz, Chair, UPS Florida District (Ret.)

Alexis de Tocqueville SocietyJohn Pisan, Chair, Wells Fargo Wealth Management

Women’s Leadership Council Jill Schwartz, Chair, Jill S. Schwartz & Associates, P.A.

Claire Fournier, Vice Chair, Community Philanthropist

Mission United CouncilTommy Boroughs, Chair, Holland & Knight

Doug Metcalf, Vice Chair, Aeroclave

Finance CommitteeMichael Mueller, Chair, Orlando Health/Health Central Hospital

Audit CommitteeMichael L. Harding, Chair, Deloitte & Touche LLP (Ret.)

Nominating CommitteeBill Wilson, Chair, Holland & Knight

Compensation CommitteeEd Timberlake, Chair, Seaside National Bank & Trust

Heart of Florida United Way is grateful to the many volunteers who serve as strategic advisors on a variety of committees, cabinets and councils. Their leadership, expertise and guidance allows us to better serve the Central Florida community.

www.HFUWAnnualReport.org

UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION AND

FINANCIAL STABILITY OF EVERY PERSON IN CENTRAL FLORIDA.

IMPACT REPORT2016-2017

The following is an overview of Heart of Florida United Way’s financial position, comparing fiscal years 2016-2017 and 2015-2016, ending June 30.

ASSETS Cash Investments Campaign pledges receivable, less allowance for uncollectible pledges of $2,369,175 and $2,552,384 in 2017 and 2016, respectively Grants receivable Other receivables Prepaid expenses Gift-in-kind inventory Property and equipment, net Total Assets

2017$ 6,904,468

10,378,318

6,559,1652,129,444

417,38998,077

260,7383,821,894

$ 30,569,493

2016$ 8,336,449

9,557,189

7,080,7751,384,820

217,311159,004215,416

3,774,683$ 30,725,647

LIABILITIES AND NET ASSETSLIABILITIES Accounts payable Accrued expenses Campaign pledges due to designated agencies and other United Way organizations Grants payable Total Liabilities

$ 845,848379,139

3,337,0181,019,252

$ 5,581,257

$ 592,025636,966

3,955,921978,497

$ 6,163,409

NET ASSETS Unrestricted Temporarily restricted Permanently restricted Total Net Assets Total Liabilities and Net Assets

$ 13,142,97911,045,257

800,00024,988,236

$ 30,569,493

$ 12,684,60211,077,636

800,00024,562,238

$ 30,725,647

For an extended view of Heart of Florida United Way’s impact,

visit www.HFUWAnnualReport.org.

STATEMENT OF FINANCIAL POSITION

MESSAGE FROM THE PRESIDENTCOMMUNITY CAMPAIGN TOTAL RESOURCES

OUR VOLUNTEERS

Making our community a better place for every person is a team effort. We identify agencies at work in the community through a rigorous Investing in Results competitive grant process. By partnering with those who share our goal of creating systemic change, we are investing in a better life for all.

Education

Adult Literacy League

After School Programs, Inc.

Boys & Girls Clubs of Central Florida

Devereux Florida

Elevate Orlando

Foundation for Orange County Public Schools

Foundation for Seminole County Public Schools

Hope CommUnity Center

Orlando Community & Youth Trust

Orlando Day Nursery

Seminole County Bar Association Legal Aid Society, Inc.

Urban Think Foundation

Winter Park Day Nursery

YMCA of Central Florida

Financial Stability

Community Coordinated Care for Children (4C)

Early Learning Coalition of Seminole

IMPOWER, Inc.

Lighthouse Central Florida

Orlando Community and Youth Trust, Inc.

Osceola Council on Aging

Health

Aspire Health Partners

Children’s Home Society of Florida – Central Florida Division

Community Based Care of Central Florida, Inc.

Community Health Centers

Florida Hospital Foundation

Grace Medical Home

Health Care Center for the Homeless, Inc.

Healthy Start Coalition of Orange County, Inc.

Howard Phillips Center for Children & Families

UCP of Central Florida

Basic Needs

American Red Cross of Central Florida

Catholic Charities of Central Florida

Christian Service Center for Central Florida, Inc.

Coalition for the Homeless of Central Florida

Harbor House of Central Florida

Help Now of Osceola

Jewish Family Services of Greater Orlando

Meals on Wheels Etc., Inc.

Osceola Council on Aging, Inc.

Rescue Outreach Mission of Central Florida

Safehouse of Seminole

The Salvation Army of Orange County

The Salvation Army of Seminole County

Second Harvest Food Bank of Central Florida

Seniors First, Inc.

PARTNER AGENCIES Heart of Florida United Way Board of DirectorsDr. E. Ann McGee, Chair, Seminole State College

David Fuller, Vice Chair, SunTrust Foundation

Michael Mueller, Treasurer, Orlando Health, Health Central

Bill Wilson, Secretary, Holland & Knight, LLP

Robert H. “Bob” BrownPresident/CEO, Heart of Florida United Way (Retired)

Jeffery Hayward, President/CEO, Heart of Florida United Way

Malcolm Barnes, Duke Energy

Shawn Bartelt, League of Women Voters

Adrian Bennett, Publix Super Markets Inc.

Maribeth Bisienere, Walt Disney Parks and Resorts

Diana Bolivar, Diana Bolivar & Associates

John Davis, African American Chamber of Commerce

Sean DeMartino, Coastal Construction Group

Michael Frumkin, Ph.D., University of Central Florida

Eric Geboff, MSW, Jewish Family Services Orlando

Linda Landman Gonzalez, Orlando Magic

Elisha Gonzalez, Duke Energy

Michael Harding, Deloitte & Touche LLP (Ret.)

Sandy Hostetter, Valley National Bank

Avido Khahaifa, Orlando Sentinel

Byron Knibbs, OUC–The Reliable One

Patty Maddox, Winter Park Health Foundation

Kevin Maddron, CNL Healthcare Properties

Marie Martinez, Howard Phillips Center for Children & Families

Chief John Mina, City of Orlando Police Department

Robert Newland, Newland Search/Career Partners

Michael Pattillo, Ernst & Young, LLP

Ronald Piccolo, University of Central Florida

Gerry Roux, Bank of America

Eddie Soler, Florida Hospital

Frank St. John, Lockheed Martin

Tricia Stitzel, Tupperware Brands Corporation

Ed Timberlake, Seaside National Bank & Trust

Annetta Wilson, Annetta Wilson Media Training & Success Coaching

$3.5 million(652)*

$3.4 million(568)*

$1 million(214)*

Million Dollar Champions

$500,000 or More

Orange County Government (145)$400,000 or More

UPS Florida (89)SunTrust Bank of Central Florida (89)City of Orlando (94)Florida Hospital (121)AT&T (12)

$300,000 or More

Tupperware Brands Corporation (48)Wells Fargo (35)$200,000 or More

Enterprise Holdings, Inc. (35)Darden Foundation (N/A)Adventist Health System (73)CNL Financial Group, Inc. (27)

Duke Energy (25)OUC—The Reliable One (54)$100,000 or More

Bank of America (39)University of Central Florida (56)FedEx Corporation (9)CenturyLink (24)

PCL Construction Services, Inc. (10)Orlando Health (13)Costco Wholesale (10)Siemens Energy, Inc. (33)Target Corporation (N/A)Lowndes, Drosdick, Doster, Kantor & Reed, P.A. (32)

*Number of Leadership Donors (Individuals who give $1,000+)

Listed by gift amountCHAIRMAN’S CIRCLE

raised in workplace campaigns

$17.7 MILLIONJohn Pisan2016-17 Campaign ChairSenior Vice President/Regional Managing DirectorWells Fargo Wealth Management

47 ALEXIS DE TOCQUEVILLE DONORS INVESTED $704,719

2,867 LEADERSHIP DONORS INVESTED $4,980,368

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