Totals
- Total revenue
- $4,954,063
- Total expenses
- $2,902,837
- Contributions and grants received
- $4,556
- Grants paid
- $486,903
- Program service revenue
- $0
- Investment income
- $3,757,010
- Other revenue
- $1,192,497
- Total assets, end of year
- $104,911,082
- Total liabilities, end of year
- $2,625,084
- Net assets or fund balances, end of year
- $102,285,998
- Program services expenses (Part IX)
- $1,814,023
- Management and general expenses
- $750,776
- Fundraising expenses
- $338,038
- Program service expenses (Part III)
- $1,814,023
Program services were 62.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$4,556
-
3 · Investment income
total $3,094,832 · excluded $3,094,832
-
6a · Gross rents
real property $292,497
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $292,497
-
6d · Net rental income or loss
total $292,497 · excluded $292,497
-
7a · Gross sales of assets other than inventory
securities $3,296,943
-
7b · Less cost or other basis and sales expenses
securities $2,634,765
-
7c · Gain or loss
securities $662,178
-
7d · Net gain or loss
total $662,178 · excluded $662,178
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$4,556
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: GRANT FUND RECOVERY
total $900,000 · related or exempt $900,000
-
11e · Other revenue, total
$900,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $486,903 · program services $486,903
-
5 · Compensation of officers, directors and key employees
total $437,811 · program services $182,538 · management and general $160,472 · fundraising $94,801
-
7 · Other salaries and wages
total $333,806 · program services $120,389 · management and general $137,249 · fundraising $76,168
-
8 · Pension plan contributions
total $46,629 · program services $18,306 · management and general $17,991 · fundraising $10,332
-
9 · Other employee benefits
total $61,063 · program services $23,972 · management and general $23,561 · fundraising $13,530
-
10 · Payroll taxes
total $61,933 · program services $24,314 · management and general $23,896 · fundraising $13,723
-
11a · Fees: management
total $147,415 · program services $147,415
-
11b · Fees: legal
total $43,469 · program services $30,396 · management and general $5,669 · fundraising $7,404
-
11c · Fees: accounting
total $22,670 · management and general $22,670
-
11d · Fees: lobbying
total $23,105 · management and general $23,105
-
11f · Fees: investment management
total $133,061 · management and general $133,061
-
11g · Fees: other
total $112,440 · program services $61,707 · management and general $50,189 · fundraising $544
-
12 · Advertising and promotion
total $154,478 · program services $147,930 · management and general $6,548
-
13 · Office expenses
total $17,510 · program services $166 · management and general $17,344
-
14 · Information technology
total $29,016 · program services $26,812 · management and general $2,204
-
16 · Occupancy
total $371,594 · program services $173,615 · management and general $79,511 · fundraising $118,468
-
17 · Travel
total $2,697 · program services $1,665 · management and general $1,032
-
22 · Depreciation, depletion and amortization
total $369,450 · program services $364,764 · management and general $4,686
-
23 · Insurance
total $41,397 · management and general $41,397
-
24a · Other expenses: SUPPLIES
total $6,390 · program services $3,131 · management and general $191 · fundraising $3,068
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,325,265 · end of year $6,887,544
-
2 · Savings and temporary cash investments
beginning of year $394,598 · end of year $9,631,305
-
4 · Accounts receivable
beginning of year $350
-
9 · Prepaid expenses and deferred charges
beginning of year $120,383 · end of year $117,888
-
10a · Land, buildings and equipment: cost or other basis
$8,406,789
-
10b · Land, buildings and equipment: accumulated depreciation
$898,938
-
10c · Land, buildings and equipment, net
beginning of year $7,422,669 · end of year $7,507,851
-
12 · Investments: other securities
beginning of year $68,471,015 · end of year $80,766,194
-
15 · Other assets
beginning of year $3,379 · end of year $300
-
17 · Accounts payable and accrued expenses
beginning of year $113,529 · end of year $84,703
-
18 · Grants payable
beginning of year $2,980,000 · end of year $2,540,381
-
27 · Net assets without donor restrictions
beginning of year $17,596,180 · end of year $70,661,295
-
28 · Net assets with donor restrictions
beginning of year $72,047,950 · end of year $31,624,703
Mission and programs · 2023
Mission
THE MISSION OF HWO INC. DBA FOUNDATION FOR A HEALTHIER WEST ORANGE IS INVESTING IN AND CHAMPIONING INITIATIVES THAT SUPPORT THE HEALTH AND WELL-BEING OF THE WEST ORANGE COUNTY, FLORIDA COMMUNITY.
Activities or mission (Part I)
INVESTING IN AND CHAMPIONING INITIATIVES THAT SUPPORT THE HEALTH AND WELL-BEING OF THE COMMUNITY.
-
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.
Expenses $1,814,023 · Grants $486,903 · Revenue $900,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jaclyn WhiddonJACLYN WHIDDON
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Tim KeatingTIM KEATING
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Norma SuttonNORMA SUTTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Camille EvansCAMILLE EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Bernadette SpongBERNADETTE SPONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Kari VargasKARI VARGAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lesa BoettcherLESA BOETTCHER
CHIEF OPERATING OFFICER
- Total calculated
- $164,540
- From this org
- $164,540
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $144,540
- Bonus
- $20,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $164,540
-
Tracy SwansonTRACY SWANSON
CHIEF EXECUTIVE OFFICER
- Total calculated
- $231,181
- From this org
- $231,181
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $203,181
- Bonus
- $28,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $231,181
-
Patricia BrownPATRICIA BROWN
CONTROLLER
- Total calculated
- $104,618
- From this org
- $104,618
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$226,574
INSTILL HEALTHY FITNESS AND HYDRATION HABITS IN YOUTH
-
$157,620
ENRICH AND IMPROVE ACCESS TO GREEN SPACES AND ENCOURAGE OUTDOOR ACTIVITY
-
IMPROVE ACCESSIBILITY TO HEALTH AND SOCIAL DETERMINANT RESOURCES IN WEST ORANGE AND ENABLE SUPPORT FOR FIRST TIME MOTHERS
-
$17,500
ENGAGE COMMUNITY IN THE HEALTHY WEST ORANGE MOVEMENT - REACHING OVER 70,000 ATTENDEES
-
$15,000
SUPPORT TEACHING FAMILIES HOW TO EAT HEALTHY ON A BUDGET AND FUND FOOD FOR 50 FAMILIES PER MONTH WITH FOOD INSECURITY
-
$6,000
PROVIDE ACCESS TO HEALTH CARE FOR THE UNINSURED
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
HWO HOLDINGS LLC
PROPERTY HOLDING COMPANY · FL · income $299,682 · assets $7,687,683
Directly controlled by HWO INC
-
HWO INVESTMENTS LLC
INVESTMENT PORTFOLIO MANAGEMENT · FL · income $2,913,177 · assets $80,640,573
Directly controlled by HWO INC
-
HEALTHY WEST ORANGE LLC
INSPIRE AND CHAMPION HEALTHY BEHAVIORS AND PROGRAMS · FL · income $3,756 · assets $8,904
Directly controlled by HWO INC
-
CREATIVE AGING LLC
EMPOWERING MATURING ADULTS 55+ TO LEAD INDEPENDENT AND HEALTHY LIVES · FL · income $0 · assets $0
Directly controlled by HWO INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541229349301779
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