HWO INC

EIN: 832185021 501(c)(3) Health Care

WINTER GARDEN, FL

Total Revenue
$2,851,873
Total Expenses
$3,051,282
Total Assets
$92,737,659
Net Assets
$89,644,130
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
FL
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

THE MISSION OF HWO, INC. IS INVESTING IN AND CHAMPIONING INITIATIVES THAT SUPPORT THE HEALTH AND WELL-BEING OF THE WEST ORANGE COUNTY, FLORIDA COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $2,027,691 Revenue: $3,499

THE FOUNDATION FOR A HEALTHIER WEST ORANGE INVESTS IN AND CHAMPIONS INITIATIVES THAT SUPPORT THE HEALTH AND WELL-BEING OF OUR COMMUNITY. A TRUSTED COMMUNITY LEADER, THE FOUNDATION BRINGS TOGETHER AN...

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THE FOUNDATION FOR A HEALTHIER WEST ORANGE INVESTS IN AND CHAMPIONS INITIATIVES THAT SUPPORT THE HEALTH AND WELL-BEING OF OUR COMMUNITY. A TRUSTED COMMUNITY LEADER, THE FOUNDATION BRINGS TOGETHER AN ENGAGED NETWORK OF BUSINESS, GOVERNMENT, FAITH-BASED ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, NOT-FOR-PROFITS AND HEALTHCARE PROFESSIONALS. THE VISION OF THE ORGANIZATION IS TO CULTIVATE THE HEALTHIEST COMMUNITY IN THE NATION.THE FOUNDATION IS GUIDED BY THREE VALUES FOR ITS WORK IN THE COMMUNITY HEALTH AND WELLNESS, INNOVATION AND ACCESS. CONTINUED ON SCHEDULE OWE STAND FOR THE CONTINUOUS IMPROVEMENT OF EMOTIONAL, MENTAL, AND PHYSICAL HEALTH AND WELL-BEING. IN ADDITION, WE RECOGNIZE OUR PURPOSE AS A THOUGHT LEADER AND INVESTOR TO ENABLE GROWTH AND CHANGE IN OUR COMMUNITY WITH A SPECIAL FOCUS ON PLACE INFRASTRUCTURE AND RESOURCES, BRANDED WITH HEALTHY WEST ORANGE TO FURTHER THE GOALS OF THE MOVEMENT. AND LASTLY, WE STAND FOR EQUITABLE ACCESS TO NUTRITIOUS FOOD, SAFE AND INCLUSIVE OPPORTUNITIES FOR PHYSICAL ACTIVITY, AND HEALTHCARE SERVICES.THESE VALUES ARE PUT INTO ACTION IN A NUMBER OF WAYS, INCLUDING: - LEADING A COLLABORATIVE STEERING COMMITTEE THAT SEEKS TO PROMOTE, ACTIVATE, AND ENHANCE THE TRAIL SYSTEM THROUGHOUT WEST ORANGE COUNTY. - ADDRESSING SENIOR NEEDS BY EVALUATING PARTNERSHIPS AND FUNDING INFORMED BY RESEARCH. - CREATING INFRASTRUCTURE AND GREEN SPACES THAT BUILD HEALTHY COMMUNITIES - THE FACILITATION OF INVESTMENTS THAT ADDRESS SPECIAL NEEDS SUCH AS DISABILITIES AND HEALTH RELATED LIMITATIONS. - ENGAGING THE COMMUNITY WITH HEALTH COMMUNICATION, EVIDENCE-BASED COMMUNITY INITIATIVES, AND EXPANDING ACCESS TO LOCAL SERVICES. ACCOMPLISHMENT FOR OUR THREE LARGEST PROGRAM SERVICES INCLUDE: - HEALTHY WEST ORANGE, A CONSUMER-FACING HEALTH AND WELLNESS MOVEMENT THAT ENCOURAGES RESIDENTS TO EAT WELL, STAY ACTIVE AND ENJOY LIFE INSPIRES HEALTHY BEHAVIORS, CHAMPIONS HEALTHY PROGRAMS, UNITES HEALTH-MINDED ORGANIZATIONS, AND ADVOCATES FOR HEALTHY COMMUNITY DECISIONS. CONTINUING TO ADAPT IN A POST COVID-19 ENVIRONMENT, HEALTHY WEST ORANGE FOCUSED ON BRINGING BACK AND EXPANDING IN-PERSON PROGRAMMING AND EDUCATION WHILE STILL GROWING VIRTUAL ENGAGEMENT WITH SOCIAL MEDIA OPPORTUNITIES. IN THE LAST YEAR, HEALTHY WEST ORANGE REACHED MORE THAN 300,000 MEMBERS OF THE COMMUNITY THROUGH FIVE SOCIAL MEDIA OUTLETS, DOZENS OF COMMUNITY FESTIVALS AND EVENTS, MONTHLY NEWSLETTERS, FOUR HEALTHY ACTIVITY CHALLENGES AND CONTINUAL CONTENT ADDITIONS TO THE WEBSITE. - IN ADDITION, THE ORGANIZATION OPERATES HUBB, A PHYSICAL AND VIRTUAL RESOURCE CENTER THAT HELPED MORE THAN 11,000 INDIVIDUALS FIND AND ACCESS LOCAL HEALTH AND WELLNESS PROGRAMS AND SERVICES. FROM HOUSING AND FOOD TO MENTAL HEALTH AND BASIC ACCESS TO HEALTHCARE, HUBB BRIDGES THE GAP BETWEEN THE NUMEROUS ORGANIZATIONS THAT DELIVER HEALTH AND WELLNESS RESOURCES AND THE RESIDENTS IN THE COMMUNITY WHO ARE SEEKING THESE SERVICES AND PROGRAMS. RESIDENTS NOT ONLY FOUND THESE RESOURCES THROUGH HUBB, BUT THE PLATFORM ALLOWED THEM TO CONNECT DIRECTLY WITH THE AGENCIES, CLOSING THE LOOP AND ENSURING INDIVIDUALS COULD ENGAGE WITH THE RESOURCES THEY FOUND. FOR RESIDENTS NEEDING MORE PERSONALIZED SUPPORT, THE HUBB COMMUNITY RESOURCE SPECIALIST ALSO PROVIDED GUIDANCE AND RESOURCE ASSISTANCE TO MORE THAN 400 INDIVIDUALS THROUGH TELEPHONIC AND ZOOM SUPPORT, HELPING INDIVIDUALS WHO STRUGGLED TO SELF-NAVIGATE THE ONLINE RESOURCE.- IN COLLABORATION WITH THE AMERICAN HEART ASSOCIATION, THE FOUNDATION EXPANDED "WESTLY'S MILE" TO ELEVEN ELEMENTARY SCHOOLS IN WEST ORANGE COUNTY. THE WALK/RUN CLUB IS DESIGNED TO GIVE ELEMENTARY STUDENTS IN WEST ORANGE COUNTY A FOUNDATION OF HEALTHY HABITS. OVER THE NEXT THREE YEARS, WESTLY'S MILE WILL EXPAND TO 29 ELEMENTARY SCHOOLS. TO SUPPORT THE PROGRAM, EACH SCHOOL WILL RECEIVE PROGRAM MATERIALS, GUIDANCE AND STIPENDS FOR TEACHERS WHO LEAD THE RUN/WALK CLUB. IN ADDITION TO WESTLY'S MILE, HEALTHY WEST ORANGE AND THE AMERICAN HEART ASSOCIATION ENGAGE MIDDLE SCHOOLS IN WEST ORANGE COUNTY WITH EDUCATION MATERIALS, ACTIVITIES AND ENGAGEMENT RELATED TO PROPER HYDRATION.

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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%)

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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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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
11
Volunteers
11

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
6
$275,024
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
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
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