Nonprofit · EIN 83-2185021
HWO INC
Tax-exempt · WINTER GARDEN, FL 34787
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $6,680,049 | $3,378,786 | $3,301,263 | $111,733,610 | $2,721,826 | $109,011,784 |
| September 30, 2024 | 990 | $4,954,063 | $2,902,837 | $2,051,226 | $104,911,082 | $2,625,084 | $102,285,998 |
| September 30, 2023 | 990 | $2,851,873 | $3,051,282 | -$199,409 | $92,737,659 | $3,093,529 | $89,644,130 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $4,744
- Program service revenue
- $0
- Investment income
- $6,301,891
- Net rental income
- $324,008
- Net gain from sales of assets
- $3,131,830
- Other revenue
- $373,414
Expenses
- Grants and similar amounts paid
- $590,396
- Compensation of officers, directors and key employees
- $491,933
- Other salaries and wages
- $589,954
- Salaries, compensation and benefits (total)
- $1,303,580
- Professional fundraising fees
- $0
- Legal fees
- $42,150
- Accounting fees
- $23,500
- Occupancy
- $159,152
- Travel
- $7,177
- Depreciation
- $372,051
- Program services (functional)
- $2,227,772
- Management and general (functional)
- $756,662
- Fundraising (functional)
- $394,352
Balance sheet and other
- Total assets, start of year
- $104,911,082
- Total assets, end of year
- $111,733,610
- Total liabilities, end of year
- $2,721,826
- Net assets, end of year
- $109,011,784
- Land, buildings and equipment
- $7,162,244
- Publicly traded securities
- $87,183,788
- Net assets without donor restrictions
- $78,042,566
- Net assets with donor restrictions
- $30,969,218
- Gross receipts
- $29,340,072
- Employees
- 16
- Volunteers
- 6
- Year formed
- 2018
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY SWANSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $235,308 | $12,239 |
| PATRICIA BROWN | CONTROLLER Officer | 40 | $102,238 | $9,225 |
| LESA BOETTCHER | CHIEF OPERATING OFFICER (End 07/24) Former | 45 | $100,064 | $7,207 |
| CAMILLE EVANS | DIRECTOR/TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| JACLYN WHIDDON | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| NORMA SUTTON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| BERNADETTE SPONG | DIRECTOR Trustee or director | 4 | $0 | $0 |
| KARI VARGAS | DIRECTOR Trustee or director | 3 | $0 | $0 |
| KRISTA CARTER | DIRECTOR OF HEALTHY WEST ORANGE Officer | 50 | $0 | $0 |
990 for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY SWANSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $231,181 |
| LESA BOETTCHER | CHIEF OPERATING OFFICER Officer | 45 | $164,540 |
| PATRICIA BROWN | CONTROLLER Officer | 40 | $104,618 |
| JACLYN WHIDDON | CHAIR Trustee or director, Officer | 4 | $0 |
| TIM KEATING | TREASURER Trustee or director, Officer | 4 | $0 |
| NORMA SUTTON | SECRETARY Trustee or director, Officer | 3 | $0 |
| CAMILLE EVANS | DIRECTOR Trustee or director | 4 | $0 |
| BERNADETTE SPONG | DIRECTOR Trustee or director | 4 | $0 |
| KARI VARGAS | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESA BOETTCHER | CHIEF OPERATING OFFICER Officer | 48 | $136,578 |
| PATRICIA BROWN | CONTROLLER Officer | 40 | $94,600 |
| TRACY SWANSON | CHIEF EXECUTIVE OFFICER Officer | 47 | $43,846 |
| JACLYN WHIDDON | CHAIR Trustee or director, Officer | 4 | $0 |
| TIM KEATING | TREASURER Trustee or director, Officer | 4 | $0 |
| NORMA SUTTON | SECRETARY Trustee or director, Officer | 3 | $0 |
| CAMILLE EVANS | DIRECTOR Trustee or director | 4 | $0 |
| BERNADETTE SPONG | DIRECTOR Trustee or director | 4 | $0 |
| KARI VARGAS | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 E PLANT STREET, WINTER GARDEN, FL 34787-2952
- In care of
- % JEFFREY JONASEN
- Mailing address (990-N for 2017)
- 3 Winters Landing Drive, Oakland FL 34787
- Principal officer (990 for 2024)
- TRACY SWANSON, 1200 E PLANT STREET 200, WINTER GARDEN, FL 347872953
- Principal officer (990-N for 2017)
- Jaclyn Whiddon, 3 Winters Landing Drive, Oakland FL 34787
- Signed the 990
- TRACY SWANSON, CEO
- Phone
- (407) 337-6919
- Website
- FHWO.ORG
- Return prepared by
- Forvis Mazars LLP
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.
Program accomplishments
- 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 MATERIALS, ACTIVITIES AND ENGAGEMENT RELATED TO PROPER HYDRATION. HEALTHY WEST ORANGE, LLC, WHOSE MANAGER AND SOLE MEMBER IS HWO INC., SUPPORTED THE FOLLOWING INITIATIVES: - EXPANDED ITS DIGITAL MEDIA AUDIENCE INCREASED VIDEO PRODUCTION AND DISTRIBUTION VIA YOUTUBE CHANNEL AND PARTNER OUTLETS SAW GROWTH OF 28%. - INCREASED COMMUNITY ENGAGEMENT IN CHALLENGES TWO RACES NAMED WESTLY'S VIRTUAL 5K AND HEALTHY WEST ORANGE HEALTHY SELFIE 5K, A DANCE CHALLENGE, AND A SPLASH CHALLENGE HAD AN OVERALL INCREASE IN REGISTRANTS OF 40%, WITH MORE THAN 3,500 RESIDENTS PARTICIPATING. - COLLABORATED ON PUBLIC SCHOOL FOCUSED EDUCATIONAL PROGRAMS AND COMPETITIONS LIKE MIDDLE SCHOOL HYDRATION PROGRAM WITH THE AMERICAN HEART ASSOCIATION, AND SHOW US YOUR STRENGTH CHALLENGE WITH THE OBSERVER MEDIA GROUP.THESE PROGRAMS INCREASED PUBLIC-SCHOOL ENGAGEMENT AND ALLOWED ENGAGEMENT WITH NEW SCHOOLS AND AUDIENCES. - EXPANDED WESTLY'S MILE, THE BEFORE/AFTER ELEMENTARY SCHOOL WALKING RUNNING CLUB, WITH 5 SCHOOLS COMPLETING A FULL YEAR 15 SCHOOLS IN TOTAL LAUNCHING JUST AS THE FISCAL YEAR ENDED. - OFFERED COMMUNITY CONNECTIONS, THE FIRST HWO EDUCATIONAL PROGRAMMING IN THE HWO GROVE OF THE HWO BUILDING FOR HUBB, PERSONAL NAVIGATION ASSISTANCE INCREASED AND OUTREACH ALSO EXPANDED. THE HUBB COMMUNITY RESOURCE SPCIALIST JOINED THE HEALTHY WEST ORANGE TEAM AT ALL MAJOR FESTIVALS AND EVENTS (I.E: SPRING FEVER IN THE GARDEN, HEALTH AND HARVEST FESTIVAL, BOTH LIVE 5K EVENTS) COLLABORATED ON FEATURES ON THE HEALTHY HYPE EMAILS, AND JOINED REGULAR LOCAL MEETING AND ADVISORY GROUPS LIKE COMMISSION/OFFICE ON AGING, ONE WINTER GARDEN, MAXEY COMMUNITY ADVISORY, WEST ORANGE NCF COMMUNITY ADVISORY, AND HEALTH AND HUNGER TASK FORCE. HWO HOLDINGS, LLC, WHOSE MANAGER AND SOLE MEMBER IS HWO INC., WAS GRANTED THE 1200 E. PLANT ST. BUILDING IN WINTER GARDEN, FL. BY THE WEST ORANGE HEALTHCARE DISTRICT IN APRIL 2022. HWO HOLDINGS, LLC SERVES THE COMMUNITY AS AN IN-KIND INVESTOR AND FACILITATOR USING THE HWO BUILDING'S 3100 SQUARE FOOT COMMUNITY SPACE TO HOST LOCAL NON-PROFITS AND MUNICIPALITIES AS WELL AS OFFER COMMUNITY CLASSES. THE COMMUNITY SPACE OPENED FULLY IN JANUARY 2022 AS WELL AS A 750 SQUARE FOOT COMMUNITY MEETING ROOM. THESE SPACES HAVE HOSTED OVER 700 EVENTS FOR IN-KIND VALUE OF OVER $400,000. OVER 4800 SQUARE FEET ON THE FIRST FLOOR OF THE HEALTHY WEST ORANGE BUILDING IS RENTED TO TWO NONPROFITS, ONEBLOOD AND QUEST, INC. ONEBLOOD ENHANCES THE HEALTH AND WELL-BEING OF OTHERS THROUGH THEIR WORK WITH BLOOD AND STEM CELL PRODUCTS. QUEST INC OFFERS THERAPY FOR CHILDREN. CREATIVE AGING, LLC WHOSE MANAGER AND SOLE MEMBER IS HWO INC. IS A NEW ENTITY IN 2024. POWERED BY THE FOUNDATION FOR A HEALTHIER WEST ORANGE, CREATIVE AGING, LLC WILL BE REDEFINING AGING IN THE WEST ORANGE COUNTY. CREATIVE AGING, LLC DOING BUSINESS AS VIBRANT IS A NON-PROFIT,MEMBERSHIP-BASED, VOLUNTEER-DRIVEN SOLUTION EMPOWERING MATURING ADULTS 55+ TO STAY INDEPENDENT, MAKE NEW FRIENDS, AND LIVE VIBRANTLY. VIBRANT IS A VOLUNTEER-SUPPORTED NETWORK WHERE NEIGHBORS HELP NEIGHBORS WITH TRANSPORTATION, IN-HOME ASSISTANCE, AND LOCAL PROGRAMS - RIGHT IN THEIR OWN NEIGHBORHOODS. THROUGH THE VIBRANT NETWORK, MEMBERS ARE CONNECTED TO PRACTICAL RESOURCES, ROBUST PROGRAMS AND ACTIVITIES (BEGINNING IN FALL OF 2025), ALONG WITH FRIENDLY SUPPORT, EMPOWERING THEM TO LEAD INDEPENDENT AND HEALTHY LIVES.Expenses $2,227,772 · grants $590,396 · revenue $49,406
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 83-2185021
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $111,733,610
- Income (IRS master file)
- $29,340,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $6,680,049 | $3,378,786 | $111,733,610 | IRS |
| 990 | September 2024 | $4,954,063 | $2,902,837 | $104,911,082 | IRS |
| 990 | September 2023 | $2,851,873 | $3,051,282 | $92,737,659 | XML |
| 990 | September 2022 | $44,614,722 | $1,834,524 | $99,759,240 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Jaclyn Whiddon | September 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2185021).
Questions about HWO INC
- What is the EIN of HWO INC?
- The employer identification number (EIN) of HWO INC is 83-2185021.
- Is HWO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to HWO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HWO INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HWO INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HWO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HWO INC?
- The 990 for the year ended September 30, 2025 names TRACY SWANSON.
- Who are the officers and directors of HWO INC?
- The 990 for the year ended September 30, 2025 lists 9 people; 3 received compensation from the organization, the highest $235,308 (TRACY SWANSON, CHIEF EXECUTIVE OFFICER).
- How much revenue does HWO INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $6,680,049, expenses of $3,378,786 and total assets of $111,733,610 at year end.
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