HFUW 2021-22 Annual Report

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2021-22
ANNUAL REPORT
01 03 05 07 02 LETTER FROM OUR CEO HFUW AT A GLANCE FINANCIAL STABILITY BASIC NEEDS 211 IMPACT TABLE OF CONTENTS 02 04 06 08 BOARD OF DIRECTORS EDUCATION HEALTH VETERANS 09 11 WOMEN UNITED 211 10 12 PARTNER AGENCIES VOLUNTEERS 14 17 EVENTS PARTNERS 16 18 19 20 22 24 COMMUNITY INVESTMENTS TOCQUEVILLE SOCIETY MAJOR GIFTS COMMUNITY NEED COMMITTEES FINANCIALS

A MESSAGE FROM OUR CEO

Every day, Heart of Florida United Way (HFUW) stands up for ALICE families — or families who are Asset Limited, Income Constrained, Employed. These are people you see every day; they are people you know. They are childcare workers at your child’s daycare, the cashiers at your local supermarket, aging parents in your neighborhood, as well as many waiters and waitresses. They play essential roles in our community, and yet they are struggling to survive. Far too often, they are just one unexpected bill from financial ruin.

At HFUW, we believe we can help — and that is exactly what we are committed to doing.

By delivering programs to support ALICE families, investing in solutions, and convening passionate people around important issues, we will continue to work tirelessly to make Central Florida a better place for everyone.

In 2021-2022, we did just that. In the pages that follow, you will see how we championed the education, financial stability, and health of every person in Central Florida. We served as a voice for those in need, invested in transformative, essential programs, and quite literally answered the call when our neighbors needed help navigating resources and finding solutions.

In the years ahead, we will continue to do this work and together — by choosing to LIVE UNITED — we will make Central Florida a better place to live … for everyone.

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Chair

Sean DeMartino President

Coastal Construction Company

BOARD OF DIRECTORS

Vice Chair

Tracey Powell

Vice President, Travel Services, Pricing & Revenue Management

Walt Disney World Parks & Resorts

Treasurer

Michael Mueller

Chief Financial Officer

Orlando Regional Medical Center

Secretary

Eddie Francis, Esq.

Shareholder Lowndes Law Firm

Immediate Past Board Chair

John Pisan

Managing Director of Private Bank, SVP

Fifth Third Bank

President & CEO

Jeff Hayward Heart of Florida United Way

Jan Aspuru

Chief Operating Officer

Orlando Utilities Commission

Malcolm Barnes

Director of Residential & Business Markets Operations

Duke Energy

Heidi DeBenedetti

Chief Administrative Officer & Regional President

Gilbane Construction Company

Jay Darulla

Senior Vice President & Regional Executive Bank of America

John Davis

Secretary State of Florida, Florida Lottery

Donna Dyson

Market President and Publisher Orlando Business Journal

Stephanie Garris, Esq.

Chief Executive Officer

Grace Medical Home

Elisha González

Vice President and Executive Director, Government Affairs, Community Relations and Foundation

FAIRWINDS Credit Union

Todd Goodman

Chief Financial Officer

AdventHealth and Central Florida

Division

Adventist Health System

Humberto Hormaza

President & General Manager

FOX61 & FOX61.com

Linda Landman González

Vice President, Community Relations and Government Affairs

President, Orlando Magic Youth Foundation

Orlando Magic

Robert Maiocco

Financial Advisor

Ameriprise Financial / The Trentham Santiago Group

Marie Martinez Operations Manager

The Howard Phillips Center for Children & Families

Maritza Martinez-Guerrero

Associate Vice President, Government and Community Relations

University of Central Florida

Peter Meyer

Central Florida Market President TD Bank

Sheriff John Mina

Sheriff

Orange County Sheriff’s Office

Shawn Molsberger President

Orlando Health - South Seminole Hospital

Hope Newsome, Esq.

Managing Partner

Virtus LLP

Karmyn Norwood

Vice President of Sensors & Global Sustainment

Lockheed Martin Missiles and Fire Control Company

Gaby Ortigoni

President & CEO

Hispanic Chamber of Commerce of Metro Orlando

Michael Pattillo

Partner

Ernst & Young LLP

Tammy Paycer

Senior Vice President of Community Development Truist Bank

Ronald F. Piccolo, Ph.D.

Chair, Department of Management

University of Central Florida

Chief Orlando Rolón

Chief of Police - Retired City of Orlando Police Department

David Ruiz

President - Retired UPS Florida

Joanne Santiago

Property Manager Peachtree

Ed Timberlake

Chairman, Central Florida BoardRetired

Seaside National Bank & Trust

Annetta Wilson

Communication Skills Strategist

Annetta Wilson Media Training & Success Coaching

Bill Wilson, Esq.

Retired Partner

Holland & Knight LLP

Chad Wilson

District Manager - Retired

Publix Super Markets

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79,993 children/youth and their parents/guardians were impacted through education programs and services

HFUW AT A GLANCE

89,748 people and their families were able to work toward achieving financial stability

42,732 people in need were assisted with their health and well-being

411,604 community members had their basic needs supported to reduce crisis and increase household stability

201,058 individuals and their families in need of help were connected to resources to help meet their needs

27,552 volunteer hours were served through HFUW

703,654 total people were served by HFUW last year

$50 MILLION INVESTED INTO THE COMMUNITY

75% of clients served identified as a minority

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Data represented in this document reflects information gathered based on the close of the 2021-2022 fiscal year.

EDUCATION

WE LIVE UNITED FOR EDUCATION

A solid education is the foundation of a brighter future. Access to higher education will open doors for employment and, subsequently, financial stability. With Heart of Florida United Way’s investments, 79,993 students and their parents/guardians received assistance from our educational programs and services that increase every student’s success in their higher education, career, and life.

UNITED WAY PROGRAMS IMPACT RESULTS

Through ReadingPals, an early literacy initiative, 68 four-year-olds developed essential literacy skills with participation in weekly reading comprehension activities for a combined total of 532 hours.

Destination Graduation, a program that supports low-income, first-generation, and Veteran students at Seminole State College, served 246 students and enrolled 110 students in the program to access the resources they needed to focus on their studies and graduate with their classmates.

UNITED WAY INVESTMENT IMPACT RESULTS

• 42,570 children from birth to five-years-old were enrolled in high-quality childhood programs

• 1,266 youth received services to support college/career readiness outcomes

• 1,317 high school youth involved in United Way programs participated in school and/or community-based out-of-school time programs and received individualized academic support

• 100% of high school seniors involved in United Way programs graduated on time

• 98% of elementary school children involved in United Way’s education programs were promoted to the next grade level

• 97% of middle school students involved in United Way programs transitioned to high school on time

• 89% of youth involved in United Way’s education programs were accepted into a post-secondary education program, a training program, or the military

• 68% of children involved in United Way’s education programs achieved appropriate developmental milestones

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FINANCIAL STABILITY

WE LIVE UNITED FOR FINANCIAL STABILITY

Financial stability is critical for our neighbors to live better lives. Nearly half of Central Florida’s households are struggling to make ends meet. They are the ALICE (Asset Limited, Income Constrained, Employed) population, where financial stability seems impossible to achieve while living paycheck-to-paycheck. Heart of Florida United Way served 89,748 Central Floridians during the 2021-2022 fiscal year through financial stability programs.

UNITED WAY PROGRAMS IMPACT RESULTS

Our Volunteer Income Tax Assistance (VITA) program provided 2,005 households with free tax preparation at convenient sites and through the MyFreeTaxes online tax preparation system, resulting in $2,864,663 in tax refunds. United Way’s Financial Stability Coalition assisted 475 low-to-moderate households who were qualified to claim the federal Earned Income Tax Credit (EITC).

Heart of Florida United Way provided 882 people and their families with $2,090,186 in emergency rent/ mortgage and utility assistance with the support of the Emergency Food & Shelter Program, OUC Project CARE, and Duke Energy Share the Light programs.

UNITED WAY INVESTMENT IMPACT RESULTS

• 2,746 individuals accessed affordable financial services (e.g., checking and saving accounts, credit cards, loans, etc.)

• 2,416 individuals accessed affordable housing options

• 1,160 youth and 1,944 adults received job skills training

• 97% of those involved in a United Way program increased their disposable income by accessing benefits and/or reducing their costs

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HEALTH

WE LIVE UNITED FOR HEALTH

Good health is central to living a better life. Whether it is access to routine health check-ups, having someone to talk to about your mental well-being, or learning healthy behaviors, one’s health status can dramatically influence quality of life. Heart of Florida United Way supported programs and services that helped 42,732 Central Floridians improve their health and avoid risky behaviors by participating in programs designed to benefit the health of children, youth, and adults.

UNITED WAY PROGRAMS IMPACT RESULTS

Through the Help Me Grow program, 299 children and their families identified potential developmental and/or behavioral concerns and were connected to community-based services.

Serving HIV/AIDS patients throughout Orange, Seminole, Osceola, and Brevard counties, the Ryan White Part B and General Revenue program provided medical and support services to 2,207 individuals through 77,435 core units of service such as primary care visits, dental visits, medications, health insurance co-payment assistance, medical case management services, and mental health visits to help improve their quality of life.

UNITED WAY INVESTMENT IMPACT RESULTS

• 30,097 children, youth and adults received healthcare services

• 267 mothers and 1,093 babies accessed preventative healthcare

• 7,110 individuals participated in physical activity and/or healthy food access/nutrition programs

• 95% of individuals involved in a United Way program avoided or reduced risky behaviors

• 62% of children involved in a United Way program demonstrated appropriate levels of developmental functioning

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BASIC NEEDS

WE LIVE UNITED FOR BASIC NEEDS

Our neighbors need help meeting their basic needs to build a better life. Affordable housing and food are at the top of the list. According to the United Way ALICE (Asset Limited, Income Constrained, Employed) Report, nearly half of Central Florida’s residents struggle to meet their basic needs consistently. Heart of Florida United Way worked to reduce the level of crisis for 411,604 of our community members by helping to meet immediate needs through programs and services.

UNITED WAY PROGRAMS IMPACT RESULTS

United Way’s 211 Information & Referral Crisis Line assisted 201,058 individuals and their families. From suicide and/or crisis de-escalation to connecting individuals with housing, food, healthcare, and utility resources, 211 answered our neighbors’ calls 24/7/365.

UNITED WAY INVESTMENT IMPACT RESULTS

• 4,880 people received low barrier-shelter/housing services

• 49,305,470 meals were served through congregate meal services and emergency food pantries

• 99% of seniors involved with our programs reported maintained or improved ability to live independently

• 99% of seniors involved with our programs maintained or improved their physical and/or mental well-being

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VETERANS

WE LIVE UNITED FOR VETERANS

Our Central Florida Veterans have sacrificed so much for us. Heart of Florida United Way’s Mission United program is a unified effort that addresses where fragmented systems fall short when it comes to current services and benefits available to our Veterans. This impact group encompasses a comprehensive system of care that serves as a central contact for Veterans to acclimate to civilian life by connecting to resources that suit their needs.

UNITED WAY PROGRAMS IMPACT RESULTS

Mission United provided 1,159 Veterans and their families with information, resources, and assistance specific to their needs in the areas of education, employment, and legal assistance. Mission United connected 87% of Veterans to a service that met their needs.

UNITED WAY INVESTMENT IMPACT RESULTS

• 523 Veterans accessed income support such as public assistance, transportation, and SNAP

• 148 Veterans received legal consultation services

• 107 Veterans received legal representation to increase financial stability and/or avoid eviction

• 86% of Veterans who received legal assistance through Mission United obtained, preserved, or increased their income

• 75% of Veterans who received legal assistance through Mission United obtained the preferred decision regarding a divorce or child custody/support/paternity action/domestic violence protection orders

• 57% of Veterans who received legal assistance through Mission United had an eviction prevented or delayed

• 42 Veterans gained employment

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WE ARE WOMEN UNITED

As an integral part of United Way, Women United® stands up for every person’s education, financial stability, and health in every community. We are a diverse, vibrant community — bound together by a powerful sense of belonging to each other, the organization’s mission, and the communities we call home. Women United harnesses the collective power of passionate influencers to create transformational impact in our community one life at a time through:

• Philanthropic investments

• Fundraising

• Engagement activities

• Volunteering on the front lines

• Advocating at the local, state and federal level

With women+ making up 55.7% of Heart of Florida United Way’s clients this year, Women United strives to do their part to make a positive impact on Central Florida. By volunteering, fundraising, and advocating, Women United brings together like-minded professionals in Central Florida to support those in ALICE households, including women, who need it most.

WOMEN UNITED IMPACT

200+ $220,000 Reignite

200+ members of Women United lead the charge and inspire change.

Women United raised $220,000 at the 2022 Women United Luncheon, which hosted 700+ community leaders to focus on the importance of mental health. This was Women United’s highest-grossing event!

The group hosted its first-ever Women United Reignite event, a reimagined annual meeting to convene members to regroup and provide updates on Women United’s impact and outline exciting updates for future events and experiences.

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PARTNER AGENCIES

Boys & Girls Clubs of Central Florida

Central Florida Urban League

City Year Orlando

Community Coordinated Care for Children

Early Learning Coalition of Seminole County

Foundation for Seminole County Public Schools

Harbor House of Central Florida

Adult Literacy League

Boys & Girls Clubs of Central Florida

Catholic Charities of Central Florida

The Center Orlando (LGBT+ Center Orlando)

Central Florida Urban League

Christian HELP Employment & Resource Center

Christian Service Center for Central Florida

Coalition for the Homeless of Central Florida

Community Coordinated Care for Children

Community Legal Services of Mid-Florida

Early Learning Coalition of Seminole County

Harbor House of Central Florida

Help Now of Osceola

HOUSD, The Central Florida Regional Housing Trust

Jewish Family Services (JFS) Orlando

Boys & Girls Clubs of Central Florida

The Center Orlando (LGBT+ Center Orlando)

Early Learning Coalition of Seminole County

Grace Medical Home

Health Care Center for the Homeless

Hebni Nutrition Consultants

The Howard Phillips Center for Children & Families

Catholic Charities of Central Florida

Christian HELP Employment & Resource Center

Christian Service Center for Central Florida

Coalition for the Homeless of Central Florida

Harbor House of Central Florida

Help Now of Osceola

Jewish Family Services (JFS) Orlando

Meals on Wheels Etc. Inc.

Osceola Council on Aging, Inc.

The Howard Phillips Center for Children & Families

New Image Youth Center

Orlando Day Nursery

PACE Center for Girls

Winter Park Day Nursery

Jobs Partnership of Florida

Legal Aid Society of the Orange County Bar Association, Inc.

New Image Youth Center

Osceola Council on Aging, Inc.

PACE Center for Girls

The Salvation Army of Orange and Osceola County

The Salvation Army of Seminole County

Second Harvest Food Bank of Central Florida

Seminole County Bar Association Legal Aid Society

Seminole County Victims’ Rights Coalition d.b.a.

SafeHouse of Seminole

The Sharing Center

United Against Poverty

Jewish Family Services (JFS) Orlando

New Image Youth Center

Osceola Council on Aging, Inc.

PACE Center for Girls

Second Harvest Food Bank of Central Florida

Seminole County Victims’ Rights Coalition d.b.a.

SafeHouse of Seminole

The Salvation Army of Orange and Osceola County

The Salvation Army of Seminole County

Second Harvest Food Bank of Central Florida

Seminole County Victims’ Rights Coalition d.b.a.

SafeHouse of Seminole

Seniors First

The Sharing Center

United Against Poverty

EDUCATION HEALTH BASIC NEEDS FINANCIAL STABILITY 10

Heart of Florida United Way’s 211 Information & Referral Crisis Line is always there to answer the call for help. In the 2021-2022 fiscal year, 69,502 contacts were answered from households who were in need of help. These contacts affected approximately 201,058 individuals and their families.

211: ANSWERING THE CALL

Through 211, we are able to connect those in need with vital resources — including mental health support, rental, mortgage, and utility assistance, childcare help, and so much more.

43,523 Referrals were made for housing and shelter assistance, including referrals for rent assistance, low-cost housing, and shelters.

16,706 Referrals were made for healthcare and COVID-19 needs, such as information about nursing homes and adult care, COVID financial assistance, medical providers, and more.

20,042 Referrals were made for utility assistance including assistance with electric, water, and gas.

211 is the most comprehensive source of information about local resources and services in the country. Thousands of caring, local experts are available nationally to help, 24/7/365. Calls to 211 are confidential and can be anonymous.

7,729 Referrals were made for mental health and addiction requests, including crisis intervention and referrals to mental health facilities.

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VOLUNTEERS WHO LIVE UNITED

Volunteers impact all facets of United Way’s mission. Heart of Florida United Way’s Volunteer Resource Center (VRC) harnesses the caring power of our community to create lasting change. Overall, 3,779 volunteers contributed 30,979 hours of service, saving local nonprofit agencies $825,183.

Thanksgiving Project 2021: For the third year, Heart of Florida United Way distributed 1,800 Thanksgiving meal kits with a side of hope at three sites throughout Central Florida. The Thanksgiving Project alleviated some financial burden for 1,800 prequalified ALICE households (Asset Limited, Income Constrained, Employed) by reducing expenses for a big holiday meal.

Week of Action 2022: To kick off the New Year and to honor the memory of Dr. Martin Luther King, Jr., the VRC organized seven days of opportunities for over 200 volunteers. These activities included virtual options, outdoor beautification projects, and webinars to learn about how volunteering can benefit not just the community, but those who give their time.

Share the Love 2022: Share the Love brings together volunteers to create care packages or items for groups in need. In 2022, volunteers crafted 200 no-sew fleece blankets for Veterans and Seniors in our community, both in-person and utilizing VolunteerAt-Home kits via mail.

Community Baby Shower 2022: For the second year, HFUW was able to creatively host a safe Community Baby Shower for new and expecting families in Orange, Osceola, and Seminole counties. This combination of a virtual resource fair and drive-thru distribution provided 150 ALICE households with needed baby items. Over 300 Volunteers made baby blankets, packed and distributed gift bags, boxed lunches, and special cookies to each participating household.

Local Group Volunteering: Whether corporate based or a community group, families or students, the VRC is always available to help match groups with their ideal opportunity. Even during the pandemic, the VRC found creative and safe ways to help volunteers continue to impact their community. This included multiple beautification outings (outdoors), virtual card-making activities, and shipping Volunteer-at-Home kits.

Volun-Tourism: In 2021, Orlando welcomed over 59 million visitors, signifying a movement to slowly rebuilding to pre-pandemic numbers. The VRC has established a line of Volun-Tourism products to appeal to individual, corporate, and convention visitors to extend the benefit of our local Tourism industry. These programs harness the volunteer power of groups ranging from 3 to 3,000 participants to support the community through meal packing, bike assembly, and other engaging projects. As visitors begin to return to our area, our VRC is helping to bring Corporate Social Responsibility opportunities to life through engaging volunteer activities.

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Volunteers pack and distribute meal kits during Thanksgiving Project.

Volunteers load up baby supplies into recipients’ cars during Community Baby Shower.

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LEADERSHIP DONOR APPRECIATION EVENT

LEADERSHIP DONOR APPRECIATION EVENT

December 2021

Host Sponsor: SeaWorld Orlando

In appreciation of our Leadership Donors, SeaWorld Orlando invited United Way supporters and United Way staff for a day in the park during the month of December, offering a safe and family-friendly environment for guests to enjoy the holidays in Central Florida. Donors also had the option to attend a day with United Way in the park, where they enjoyed a private show and a welcome from HFUW staff.

WOMEN UNITED LUNCHEON

April 2022

Host Sponsor: Walmart

The Women United Luncheon draws prominent female business and community leaders from across the tri-county area to learn more about getting involved with the Central Florida community and be inspired by a keynote address. This year’s speaker was award-winning ABC chief meteorologist Ginger Zee.

Through Ginger’s incredible story, audiences were left feeling renewed, empowered, and deeply moved by her raw, poignant chronicle of life as a Natural Disaster, which demonstrates how she was able to build a remarkable career and family through resilience and self-care learned from dysfunction, self-doubt, and turmoil.

THE STATE OF OUR FAMILIES

May 2022

The State of Our Families brings together key community leaders to learn what families in Central Florida are experiencing. Author Stephanie Land, who is the inspiration behind the Netflix series Maid, shared her story about dealing with financial stability. A struggling single mom determined to keep a roof over her daughter’s head, Stephanie Land worked long hours for years as a maid to provide for her small family. Running away from an abusive relationship, she found herself struggling to survive. Like many others in the Central Florida community, Stephanie was ALICE (Asset Limited, Income Constrained, Employed).

EVENTS
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Women United Luncheon

2022 keynote speaker, Ginger Zee, inspired the crowd as we gathered in person once again this year.

Leadership donors picked up their SeaWorld tickets and t-shirts during our annual Leadership Donor Appreciation Event.

Stephanie Land brought The State of Our Families to life this year with her keynote about life as ALICE.
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COMMUNITY INVESTMENTS

Investing in the Community: A $1 Million Investment in The Sharing Center

In December of 2020, Heart of Florida United Way received a historic $20 million donation from author and philanthropist MacKenzie Scott. This past year, we began strategically investing this donation in the Central Florida community — starting with a transformative $1 million investment in The Sharing Center, to launch Live United Village.

The investment will enhance social services in Seminole County by creating a one-stop hub to support our homeless neighbors and help uplift Seminole County residents out of poverty.

Specifically, Live United Village will help members of the community struggling financially to achieve financial stability by supporting job searching, job training, and finding a stable place to live.

Part of this will be accomplished through its ProjectRISE (Reach, Inspire, Sustain, and Empower) program, which is a workforce development program for individuals and their families to gain skillful employment, financial freedom, and housing stability.

Click here! View this video for more details on the investment:

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CORPORATE PARTNERS

OUR PARTNERS

At United Way, we stand up for the education, financial stability, and health of everyone in our community, but we cannot do this alone. Listed here are the top companies and organizations that help us keep families in their homes, children in school, seniors healthy, and so much more.

Thank you to those who sustain us: our partners who we count on year after year to help us do our best work in Central Florida. We could not do this work without you!

GRANT FUNDERS

J.
MEMORIAL FOUNDATION
GORDON
BARNETT
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TOCQUEVILLE SOCIETY

Heart of Florida United Way’s Tocqueville Society is comprised of leading philanthropists who understand the value of a major investment in our community, especially when leveraged. Tocqueville Society philanthropists achieve the goal by annually giving a minimum of $10,000, and by sharing the opportunity to invest among peers and colleagues. The Tocqueville Society is named after French historian Alexis de Tocqueville who recognized, celebrated and immortalized the true spirit of volunteerism that lives in the hearts of Americans. Tocqueville

Donors include:

Lindsay & Dan Abt

Barney & Carol Barnett

Jacqueline “Jackie” Bozzuto

Robert H. Brown & Mary Recchia Brown

Clint Bullock

Lisa Ann Caldwell

Ixchell C. Duarte

Jennifer & William Dymond, Jr.

Eisner Family

Eddie Francis

Ben & Cynthia Giannetti

Todd & Melinda Goodman

Anne-Marie & Jeff Hayward

Leslie Hazenfield

Blake & Sandy Hostetter

Henry & Anne Jedraszczak

Howard & Patricia Jenkins

Jim & Lillian Kattelman

Robert & Carla Kennedy

The Lopdrup Family Foundation

Rich Mahaley

Don McNair

Peter & Denise Meyer

Victoria & John Myers, IV

David Neel

Michael & Beth Pattillo

John & Meena Pisan

John & Jan Reker

Brad & Nancy Richmond

Wayne & Dr. Robin Roberts

John Daniel Ruffier

David & Carmen Ruiz

Terry & Paula Shaw

Thomas K. & Jane B. Sittema

Brent & Mandy Smith

Ramona Spears

Jennifer Williams & James Yannucci

Bill & Suzy Wilson

Dana A. Zukierski

Rob & Dawn Roy

Anonymous

Anonymous

Ted Crowell Helen & Richard DeVos
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Dr. P. Phillips Dr. Nelson Ying

MAJOR GIFTS

With their elevated annual giving of $5,000 or more, Major Gifts donors are united in their efforts to help the nearly 350,000 ALICE families who struggle to make ends meet. Our Major Gifts donors are able to access an active network of local philanthropists, enjoy opportunities to experience their gifts in action, engage in meaningful volunteer projects, and receive regular updates that provide an inside look at Heart of Florida United Way’s initiatives and impact. Major Gifts Donors include:

Lynn Addiscott

Jan Aspuru

Thomas Baldwin

Tim & Charis Burrill

Tim & Vivian Cook

Jay & Marilyn Darulla

Linda & Rick Ferrone

Sarah Flynn

Steve & Robin Fricke

Benaiah Gant

Tony & Lacey Gray

Cindy & Randy Haffner

James Heinrich

Frederick & Patricia Jones

Andrew Judd

Julie Kleffel

Joaquin E. and Jennifer A. Martinez

Dr. E. Ann McGee

Michael & Renee Mueller

Joseph Neal

Mary Roberts

Rob & Dawn Roy

Mike & Theresa Ryan

Christopher Smith

Phil Tischer

Joe & Elise Warner

Carole Williams

Julie Zaiback-Aldinger

Anonymous

Anonymous

Anonymous

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COMMUNITY NEED

Heart of Florida United Way is committed to better understanding and responding to community needs. We accomplish this by convening and listening to Central Florida leaders, including elected officials, partner agency leaders, the clients we serve, and more.

Analyzing Central Florida’s Mental Wellness Through an Orange County Mental and Behavioral Health Report

For example, this year we worked with Orange County Government to launch a research report that examined the mental and behavioral health system of care in Orange County. We worked with Dr. Lauren Josephs of Visionary Vanguard Group to conduct a comprehensive analysis with more than 200 community stakeholders who work in, contribute to and utilize the mental and behavioral health system in Orange County.

Primary concerns ranged from lack of knowledge about mental health insurance benefits to language barriers to increased demand that exceeds the system’s capacity — to name a few.

We are now using this information to develop programming and campaigns that will better support mental health within our community.

Evaluating the Real Cost of Living in Central Florida

Additionally, as part of our State of Our Families event, we researched what it actually costs to live in Central Florida. We found that it costs approximately $35,424 for a single adult and $93,228 for a family of four to survive in Central Florida.

ALICE households are some of the most susceptible to increasing costs of living. ALICE®, an acronym for Asset Limited, Income Constrained, Employed, represents the growing number of individuals and families who are technically above the federal poverty line, but struggle to make ends meet. These families are working, but are unable to afford the basic necessities of housing, child care, food, transportation, health care, and technology. That means that even if a family of four is earning $93,000, there is still no room for savings.

In response, Heart of Florida United Way has worked with local media to educate our community about this reality, as well as continue to develop and support programs that help our neighbors in need.

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View the Mental and Behavioral Health Report here:

CENTRAL FLORIDA SURVIVAL BUDGET

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COMMITTEES

AUDIT & ETHICS COMMITTEE

Michael Pattillo, Chair

Ernst & Young

Michael Harding

Deloitte & Touche LLP, Retired

Kevin Maddron Foundry Commercial

Cliff Neve MAD Security

Phil Nix Deloitte & Touche LLP

Anne-Marie Salamone MCA Connect

COMMUNITY INVESTMENT COMMITTEE

Bill Wilson, Chair Holland & Knight LLP, Retired

Jan Aspuru Orlando Utilities Commission

Donna Dyson Orlando Business Journal

Todd Goodman

AdventHealth Central Florida Division

Dr. Jan Lloyd

Seminole State College

Maritza Martinez-Guerrero

University of Central Florida

Dr. Ronald Piccolo

University of Central Florida

Christina Ruiz Tupperware Brands

Ed Timberlake

Seaside National Bank & Trust, Retired

COMPENSATION COMMITTEE

John Pisan, Chair Fifth Third Bank

Jay Darulla Bank of America

Sean DeMartino Coastal Construction Company

Michael Muller Orlando Regional Medical Center

Tracey Powell

Walt Disney World Parks & Resorts U.S.

FINANCE COMMITTEE

Michael Mueller, Treasurer Orlando Regional Medical Center

Tom Baldwin FAIRWINDS Credit Union

James Cross

Cross, Fernandez & Riley, Retired

Stephen Graham Dr. P. Phillips Hospital

Tim Hyslop Hyslop Business Consulting LLC

Stacy Johnson

Raymond James

Peter Lopez

Lowndes Law Firm

Garrett Miller

Synovus

Keith Swider Visit Orlando

INVESTMENT COMMITTEE

Robert Maiocco, Chair The Trentham Santiago Group

David Glickman TD Bank

Frank Guerriero Morgan Stanley Wealth Management

Broc Rosser Edward Jones

NOMINATING & GOVERNANCE COMMITTEE

Hope Newsome, Chair Virtus LLP

Malcolm Barnes Duke Energy

Maritza Martinez-Guerrero University of Central Florida

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MARKETING ADVISORY COMMITTEE

Annetta Wilson, Chair

Annetta Wilson Media Training & Success Coaching

Christi Ashby

Orange Appeal

Carolyn Capern CTS Agency

Erica Crawford Crawford Designs and Promotions

Donna Dyson Orlando Business Journal

Humberto Hormaza

FOX61 & FOX61.com

Jackie Kelvington

Kelvington Consulting Group

Avido Khahaifa Orlando Sentinel, Retired

Linda Landman González

Orlando Magic Youth Foundation

Gaby Ortigoni

Hispanic Chamber of Commerce

Megan Paquin

Poston Communications

Ana Carolina Salazar

Bold Digital Marketing Studio

Joanne Santiago

Peachtree

Leah Shepherd

The Somerlan Group

Michelle Stevens

WFTV 9 Family Connection

Greg Trujillo CTS Agency

Samantha Wilson Centrus Financial Strategies

RESOURCE DEVELOPMENT COMMITTEE

David Ruiz, Chair UPS Florida, Retired

Jay Darulla Bank of America

Sean DeMartino Coastal Construction Company

Donna Dyson Orlando Business Journal

Robert Newland Newland Associates

John Pisan Fifth Third Bank

Tracey Powell

Walt Disney World Parks & Resorts U.S.

Lisa Shepard Ernst & Young

Annetta Wilson

Annetta Wilson Media Training

EXECUTIVE COMMITTEE

Sean DeMartino, Chair Coastal Construction Company

Eddie Francis Lowndes Law Firm

Robert Maiocco Ameriprise Financial / The Trentham Santiago Group

Michael Mueller Orlando Regional Medical Center

Hope Newsome Virtus LLP

Michael Pattillo Ernst & Young LLP

Tammy Paycer Truist Bank

John Pisan Fifth Third Bank

Tracey Powell

Walt Disney World Parks & Resorts U.S.

David Ruiz UPS Florida, Retired

Annetta Wilson Annetta Wilson Media Training

Bill Wilson Holland & Knight LLP, Retired

MISSION UNITED ADVISORY COUNCIL

Paul Hey, Chair

Lockheed Martin

Harriett Fort H.W.Fort Construction, Inc.

Heather Frebe VA Medical Center

Joe Lamberty Valencia College, Advanced Manufacturing Training Center

Tommie Maldonado Orange County Government

Jay Mobley Legal Aid Society of the Orange County Bar Association

Colby Perry Career Source

Karen Randolph Kelly Educational Services

Fred Robinson VITAS Healthcare

Sue Selsky Seminole County Bar Association Legal Aid Society

Samantha Sterthaus Camaraderie Foundation

Lisa Vargas 9th Circuit Court

WOMEN UNITED STEERING COMMITTEE

Elisha González, Chair FAIRWINDS Credit Union

Lisa Curran, Vice Chair OUC - The Reliable One

Lindsay Abt Ernst & Young

Kathy Brown Johnson & Johnson Human Performance Institute

Cathy Brown-Butler Bank of America

Vivian Burbage Enterprise Holdings

Meghan Curren

AdventHealth

Melanie DiVirgilio Seacoast Bank

Ixchell Duarte

CNL Financial Group, Inc.

Lena Graham-Morris

Horus Construction Services

Anne-Marie Hayward Orlando Business Journal

Danielle Hollander Visit Orlando

Samantha Kearns-O’Lenick

AdventHealth

Dr. Giorgina L. Pinedo-Rolón

Gio Communications

Maritza Martinez-Guerrero University of Central Florida

Sherry Magee KPMG

Lourdes M. Mola Lourdes Mola Solutions

Juliana Peña

Greater Orlando Aviation Authority

Tracey Powell

Walt Disney World Parks & Resorts U.S.

Alyse Quinn

Big Vision

Christina Ruiz Tupperware Brands Corporation

23

FINANCIALS

HEART OF FLORIDA UNITED WAY, INC. STATEMENTS OF FINANCIAL POSITION

JUNE 30, 2022 AND 2021

ASSETS

Cash Investments - operating

Campaign pledges receivable, less allowance for uncollectible pledges of $1,328,857 and $2,080,241 in 2022 and 2021, respectively

Grants receivable

Other receivables

Prepaid expenses

Property and equipment, net

Pooled investment with Central Florida Foundation, Inc.

LIABILITIES AND NET ASSETS

LIABILITIES

Accounts payable

Accrued expenses

Campaign pledges due to designated agencies and other United Way organizations

Grants payable

Loan payable

Total Liabilities

Without donor restrictions

With donor restrictions Total Net Assets

Total
2021 2022 $ 28,305,205 13,583,463 2,538,418 2,327,595 253,841 153,870 3,225,427 1,892,439 $ 52,280,258 $ 31,779,122 15,375,783 2,546,298 2,133,809 290,144 123,475 3,235,019 2,175,707 $ 57,659,357
Assets
NET ASSETS
Total Liabilities and Net Assets $ 975,642 616,239 326,017 5,830,0877,747,985 $ 1,010,133 443,314 360,480 4,375,587 1,178,200 7,367,714 36,545,945 7,986,328 44,532,273 $ 52,280,258 42,552,297 7,739,346 50,291,643 $ 57,659,357 24
1940 Cannery Way | Orlando, FL 32804 407.835.0900 | www.HFUW.org

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