Philanthropy & Grantmaking
(T70)
IRS Verified
DX Registered
990 on File
HEART OF FLORIDA UNITED WAY
Financial strength (30%)
80/100
Reliability (20%)
55/100
Effectiveness (25%)
88/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$21.8M
Total Revenue
$22.0M
Total Expenses
$44.8M
Net Assets
195
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
76.9%
Fundraising Efficiency
10790.4%
Operating Reserve
24.36x
Liability-to-Asset
12.4%
Revenue Diversification
80.1%
Executive Compensation
$994K
Compared with Peers
FY 2025
Compared with 314 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
76.9% | 91.1% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
13.5% | 6.5% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
9.6% | 3.3% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
10790.4% | 1336.9% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
24.4 mo | 26.8 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
12.4% | 6.4% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
80.1% | 91.7% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-0.2% | 5.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-6.7% | 7.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-1.3% | 3.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $21.8M | $22.0M | $44.8M | 76.9% | 195 |
| 2024 | $21.8M | $23.6M | $43.5M | 82.6% | 200 |
| 2023 | $22.2M | $23.1M | $43.5M | 82.5% | 209 |
| 2022 | $21.1M | $24.2M | $44.5M | 86.1% | 161 |
| 2021 | $41.8M | $23.0M | N/A | — | 153 |
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