HWO Inc

Nonprofit profile at a glance

EIN
832185021
IRS 990 coverage
2018–2024
Forms available
Form 990 2024, Form 990-N 2017
Location
Winter Garden, FL, USA
Phone
4073376919
Rating
69
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Single Organization Support

Reported finances

Revenue
$6,680,049
Expenses
$3,378,786
Assets
$111,733,610
Liabilities
$2,721,826

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • TRACY SWANSON (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • TRACY SWANSON (CHIEF EXECUTIVE OFFICER): $247,547 total reported compensation
  • PATRICIA BROWN (CONTROLLER): $111,463 total reported compensation
  • LESA BOETTCHER (CHIEF OPERATING OFFICER (End 07/24)): $107,271 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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. We 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 400,000 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 11,200 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 20 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 37 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

Operating model

Revenue model
Investment-supported. 89% of the money available for current operations came from recurring investment income.
Distribution model
Hybrid. The nonprofit split its reported program spending across 73% for direct work, and 27% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 63
  • Accountability: 95
  • Sustainability: 84
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.5%; rating input score 69
  • Program expense ratio: 65.9%; rating input score 66
  • Fundraising efficiency: $0.01 raised per $1 spent on fundraising; rating input score 1; 1st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 72.9%; rating input score 73; 19th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 49.4%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 33.07; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 79; 79th percentile among comparable filings
  • Officer compensation ratio: 13.8%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: 33.3% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: -16.2% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 22.2% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 69.5% of revenue deployed · 65.9% of spending went to programs
  • Governance: 5 of 5 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.2M in reported program spending
  • Leadership: top reported pay $248K · 9 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 35 of 36 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes grants and executive pay
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 12 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 1/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Whistleblower policy not reported.
  • High — Sustainability: Officer compensation ratio scored 21/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.