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Nonprofiteer
← HWO INC

Form 990 for tax year 2023

Filed by HWO INC.

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 Whiddon

    CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Tim Keating

    TREASURER

    Total calculated
    $0
    Hours/week
    4
  • Norma Sutton

    SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • Camille Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4
  • Bernadette Spong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4
  • Kari Vargas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Lesa 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 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 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

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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