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Nonprofiteer
← INTERACT FOR HEALTH

Form 990 for tax year 2022

Filed by INTERACT FOR HEALTH.

Totals

Total revenue
$11,320,541
Total expenses
$12,590,709
Contributions and grants received
$0
Grants paid
$5,770,128
Program service revenue
$0
Investment income
$11,320,541
Other revenue
$0
Total assets, end of year
$247,001,810
Total liabilities, end of year
$3,105,560
Net assets or fund balances, end of year
$243,896,250
Program services expenses (Part IX)
$11,556,151
Management and general expenses
$1,034,558
Fundraising expenses
$0
Program service expenses (Part III)
$11,556,151

Program services were 91.8% 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.

  • 3 · Investment income

    total $3,258,582 · unrelated business $342,337 · excluded $2,916,245

  • 7a · Gross sales of assets other than inventory

    securities $67,963,822 · other assets $8,769,129

  • 7b · Less cost or other basis and sales expenses

    securities $59,901,863 · other assets $8,769,129

  • 7c · Gain or loss

    securities $8,061,959 · other assets $0

  • 7d · Net gain or loss

    total $8,061,959 · excluded $8,061,959

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,770,128 · program services $5,770,128

  • 5 · Compensation of officers, directors and key employees

    total $888,452 · program services $570,803 · management and general $317,649

  • 7 · Other salaries and wages

    total $1,762,355 · program services $1,514,932 · management and general $247,423

  • 8 · Pension plan contributions

    total $198,896 · program services $168,748 · management and general $30,148

  • 9 · Other employee benefits

    total $254,374 · program services $219,279 · management and general $35,095

  • 10 · Payroll taxes

    total $176,000 · program services $142,076 · management and general $33,924

  • 11a · Fees: management

    total $92,820 · program services $54,360 · management and general $38,460

  • 11b · Fees: legal

    total $37,253 · program services $22,076 · management and general $15,177

  • 11c · Fees: accounting

    total $38,198 · management and general $38,198

  • 11f · Fees: investment management

    total $153,460 · management and general $153,460

  • 11g · Fees: other

    total $29,989 · program services $19,573 · management and general $10,416

  • 13 · Office expenses

    total $73,466 · program services $60,676 · management and general $12,790

  • 14 · Information technology

    total $84,288 · program services $70,802 · management and general $13,486

  • 16 · Occupancy

    total $311,777 · program services $261,892 · management and general $49,885

  • 17 · Travel

    total $20,568 · program services $19,975 · management and general $593

  • 19 · Conferences, conventions and meetings

    total $127,832 · program services $121,010 · management and general $6,822

  • 22 · Depreciation, depletion and amortization

    total $126,828 · program services $106,536 · management and general $20,292

  • 23 · Insurance

    total $13,049 · program services $6,525 · management and general $6,524

  • 24a · Other expenses: OPER PROGS& TECH ASSIST

    total $2,329,749 · program services $2,329,749

  • 24b · Other expenses: CONFERENCE & EDUC CTR

    total $44,714 · program services $44,714

  • 24c · Other expenses: RESEARCH AND EVALUATION

    total $30,807 · program services $30,807

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $21,381 · program services $17,525 · management and general $3,856

  • 24e · All other expenses

    total $4,325 · program services $3,965 · management and general $360

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $299,453 · end of year $350,463

  • 4 · Accounts receivable

    beginning of year $43,051 · end of year $74,469

  • 9 · Prepaid expenses and deferred charges

    beginning of year $135,448 · end of year $80,416

  • 10a · Land, buildings and equipment: cost or other basis

    $1,254,882

  • 10b · Land, buildings and equipment: accumulated depreciation

    $563,435

  • 10c · Land, buildings and equipment, net

    beginning of year $748,615 · end of year $691,447

  • 11 · Investments: publicly traded securities

    beginning of year $161,277,837 · end of year $130,026,409

  • 12 · Investments: other securities

    beginning of year $110,701,732 · end of year $114,203,295

  • 15 · Other assets

    beginning of year $1,712,285 · end of year $1,575,311

  • 17 · Accounts payable and accrued expenses

    beginning of year $187,051 · end of year $93,733

  • 18 · Grants payable

    beginning of year $1,066,748 · end of year $1,240,343

  • 25 · Other liabilities

    beginning of year $1,880,658 · end of year $1,771,484

  • 27 · Net assets without donor restrictions

    beginning of year $271,783,964 · end of year $243,896,250

Mission and programs · 2022

Mission

INTERACT FOR HEALTH IS A FOUNDATION THAT SERVES AS A CATALYST TO IMPROVE HEALTH BY PROMOTING HEALTH EQUITY IN OUR REGION THROUGH COMMUNITY ENGAGEMENT, GRANTS, RESEARCH, EDUCATION AND POLICY. MORE INFORMATION IS AVAILABLE ON OUR WEBSITE WWW.INTERACTFORHEALTH.ORG.

Activities or mission (Part I)

INTERACT FOR HEALTH'S MISSION IS TO IMPROVE HEALTH BY PROMOTING HEALTH EQUITY IN OUR REGION THROUGH COMMUNITY ENGAGEMENT, GRANTS, RESEARCH, EDUCATION AND POLICY. WE ARE AN INDEPENDENT FOUNDATION THAT SERVES TWENTY COUNTIES IN OHIO, KENTUCKY AND INDIANA.

  • COMMUNITY GRANTS ARE AWARDED IN A COMPETITIVE GRANT PROCESS TO THE COMMUNITY PRIMARILY TO IMPROVE HEALTH BY PROMOTING HEALTH EQUITY IN OUR REGION. INTERACT FOCUSES ON THREE STRATEGIC PRIORITIES: REDUCING TOBACCO USE, ADDRESSING THE OPIOID EPIDEMIC AND ENSURING THAT CHILDREN HAVE ACCESS TO HEALTH CARE THROUGH SCHOOL-BASED HEALTH CENTERS.NON-COMPETITIVE GRANTS AWARDED INCLUDE GRANTS TO 501(C)(3) ORGANIZATIONS ADMINISTERED THROUGH INTERACT FOR HEALTH'S BOARD AND STAFF ADVISED GRANT PROGRAM.

    Expenses $5,770,128 · Grants $5,770,128

  • DIRECT CHARITABLE PROGRAMS: INTERACT FOR HEALTH PROGRAMS THAT BENEFIT THE COMMUNITY, INCLUDING PROJECT-RELATED TECHNICAL ASSISTANCE FOR GRANTEES; CONVENING COMMUNITY AND GRANTEE LEARNING GROUPS; NON-PROFIT CAPACITY BUILDING EDUCATIONAL PROGRAMS FOR GRANTEES AND OTHER NON-PROFITS; PUBLIC COMMUNICATIONS REGARDING COMMUNITY HEALTH STATUS AND HEALTH POLICY; DATA ACQUISITION AND ANALYSIS SERVICES DESIGNED TO HELP OR INFORM GRANTEES, HEALTH CARE PLANNERS, PROGRAM EVALUATORS, POLICY MAKERS AND THE PUBLIC; AND STAFF PARTICIPATION IN COMMUNITY HEALTH PLANNING EFFORTS, PARTICULARLY IN IMPROVING HEALTH AND PROMOTING HEALTH IN OUR REGION.

    Expenses $3,249,569

  • PROGRAM ADMINISTRATIVE EXPENSES: ESTABLISHING GRANTMAKING PROGRAMS AND GOALS; OBTAINING COMMUNITY INPUT AND PARTICIPATION; SOLICITING AND COACHING PROPOSALS; INVESTIGATING, EVALUATING AND SUMMARIZING PROPOSALS FOR THE PROPOSAL REVIEW PROCESS; ESTABLISHING GRANT AGREEMENTS WITH GRANTEES; ESTABLISHING GRANT EVALUATION, SITE VISITS, FINANCIAL REVIEWS AND REPORTING; PROBLEM-SOLVING WITH GRANTEES; PROVIDING INDIVIDUAL AND GROUP TECHNICAL ASSISTANCE TO GRANTEES; AND ANALYZING AND REPORTING GRANT PERFORMANCE.

    Expenses $2,536,454

As filed on the 2022 return.

Listed in Part VII

  • KATE SCHRODER

    DIRECTOR,PRESIDENT/CEO

    Total calculated
    $315,743
    From this org
    $271,477
    From related orgs
    $0
    Other
    $44,266
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

    Base
    $269,370
    Bonus
    $1,500
    Other
    $607
    Deferred
    $25,200
    Nontaxable benefits
    $19,066
    Filer's total
    $315,743

  • JEANETTE ALTENAU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MICHAEL CHASNOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • ALFONSO CORNEJO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE GEISEN-SCHEPER

    DIRECTOR-RESIGNED JUNE 2022

    Total calculated
    $0
    Hours/week
    1

  • UMA KOTAGAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS MAKAROFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • HOLLY MAZZOCCA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENISHA PORTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • BREWSTER RHOADS

    DIRECTOR-TERM ENDED JUNE 2022

    Total calculated
    $0
    Hours/week
    1

  • MARY RONAN

    DIRECTOR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JEANNE-MARIE TAPKE

    DIRECTOR-TERM ENDED JUNE 2022

    Total calculated
    $0
    Hours/week
    2

  • ALLISON TEPPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KENNETH WASHINGTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICK WILLIAMS

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BRYAN WRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA RUWE

    VP, FINANCE & INVESTMENTS & TRSRR

    Total calculated
    $222,926
    From this org
    $179,295
    From related orgs
    $0
    Other
    $43,631
    Hours/week
    45 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $175,664
    Bonus
    $1,500
    Other
    $2,131
    Deferred
    $22,200
    Nontaxable benefits
    $21,431
    Filer's total
    $222,926

  • ROSS MEYER

    VP, STRATEGY & SECRETARY

    Total calculated
    $203,368
    From this org
    $164,167
    From related orgs
    $0
    Other
    $39,201
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $162,217
    Bonus
    $1,500
    Other
    $450
    Deferred
    $20,394
    Nontaxable benefits
    $18,807
    Filer's total
    $203,368

  • ASHLEE YOUNG

    VP, POLICY & ENGAGEMENT

    Total calculated
    $146,415
    From this org
    $123,291
    From related orgs
    $0
    Other
    $23,124
    Hours/week
    45

  • CHRISTINE BENNETT

    SENIOR DIRECTOR OF PAYROLL

    Total calculated
    $186,999
    From this org
    $148,934
    From related orgs
    $0
    Other
    $38,065
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

    Base
    $146,504
    Bonus
    $1,500
    Other
    $930
    Deferred
    $18,540
    Nontaxable benefits
    $19,525
    Filer's total
    $186,999

  • CLIFF HASTINGS

    DIRECTOR OF INFORMATION TE

    Total calculated
    $160,471
    From this org
    $122,708
    From related orgs
    $0
    Other
    $37,763
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $120,928
    Bonus
    $1,500
    Other
    $280
    Deferred
    $15,542
    Nontaxable benefits
    $22,221
    Filer's total
    $160,471

  • MARY FRANCIS

    SENIOR PROGRAM OFFICER

    Total calculated
    $135,969
    From this org
    $109,346
    From related orgs
    $0
    Other
    $26,623
    Hours/week
    45

  • SONYA CARRICO

    SENIOR PROGRAM OFFICER

    Total calculated
    $133,968
    From this org
    $107,916
    From related orgs
    $0
    Other
    $26,052
    Hours/week
    45

  • MEGAN FOLKERTH

    SENIOR PROGRAM OFFICER

    Total calculated
    $128,727
    From this org
    $102,873
    From related orgs
    $0
    Other
    $25,854
    Hours/week
    45

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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

The filer's explanations (Part III)

PART I, LINE 8
KATE SCHRODER'S EMPLOYMENT AGREEMENT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION UNDER IRC REGULATION 53.4958-4(A)(3). IF SO QUALIFIED, THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN IRC REGULATION 53.4958-(6)(C) WERE FOLLOWED.

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • INTERACT FOR CHANGE

    501(C)(3) · PHILANTHROPY · OH · controlled entity

    Directly controlled by INTERACT FOR HEALTH

Provenance

Return type
form_990
Tax year
2022
Filed
9 October 2023
IRS schema version
2022v5.0
Source object
202332839349301433

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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