HWO INC (EIN 832185021) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

TRACY SWANSON

Phone

4073376919

Tax Period

2022-10-01 to 2023-09-30

HWO INC, founded in 2018, is a community nonprofit in the Health Care sector that reported $2.9M in total revenue in fiscal year 2022. Revenue fell 94% from the prior year — a significant decline worth monitoring. Net assets of $89.6M represent 377 months of operating reserves.

Mission

INVESTING IN AND CHAMPIONING INITIATIVES THAT SUPPORT THE HEALTH AND WELL-BEING OF THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $7,552

Program Service Revenue $3,499

Investment Income $2,840,822

Other Revenue $0

TOTAL REVENUE $2,851,873

Expense Breakdown

Grants Paid $943,591

Salaries & Benefits $869,849

Fundraising Expenses $205,233

Program Expenses $2,027,691

Other Expenses $1,237,842

TOTAL EXPENSES $3,051,282

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,851,873	$44,614,722	-0.9%
Expenses	$3,051,282	$1,834,524	+0.7%
Net Income	$-199,409	$42,780,198	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$275,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESA BOETTCHER	CHIEF OPERATING OFFICER	48.00	Officer	$136,578	$0	$136,578
TRACY SWANSON	CHIEF EXECUTIVE OFFICER	47.00	Officer	$43,846	$0	$43,846
PATRICIA BROWN	CONTROLLER	40.00	Officer	$94,600	$0	$94,600
JACLYN WHIDDON	CHAIR	4.00	Officer Director	$0	$0	$0
TIM KEATING	TREASURER	4.00	Officer Director	$0	$0	$0
NORMA SUTTON	SECRETARY	3.00	Officer Director	$0	$0	$0
CAMILLE EVANS	DIRECTOR	4.00	Director	$0	$0	$0
BERNADETTE SPONG	DIRECTOR	4.00	Director	$0	$0	$0
KARI VARGAS	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,851,873	$3,051,282	$92,737,659	$-199,409
2022	$44,614,722	$1,834,524	$99,759,240	$42,780,198
2021	$2,113,733	$1,136,882	$59,579,756	$976,851
2020	$51,790,438	$1,100,103	$52,556,561	$50,690,335
2019	$100,051	$66,457	$2,552,326	$33,594

HWO INC