Form 990 for tax year 2023
Filed by MISSOURI FOUNDATION FOR HEALTH.
Totals
- Total revenue
- $102,425,431
- Total expenses
- $73,936,734
- Contributions and grants received
- $0
- Grants paid
- $43,515,999
- Program service revenue
- $0
- Investment income
- $101,975,868
- Other revenue
- $449,563
- Total assets, end of year
- $1,444,093,156
- Total liabilities, end of year
- $76,678,294
- Net assets or fund balances, end of year
- $1,367,414,862
- Program services expenses (Part IX)
- $49,868,111
- Management and general expenses
- $24,068,623
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $49,868,111
Program services were 67.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ALAN BARNETTE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN KINKADE
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
DONNA CHECKETT
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
ALEXANDER GARZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ASHANTI TATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG STEVENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ESTRELLA CARMONA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FRANCINE PRATT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KYLER SHERMAN WILKENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NALINI MAHADEVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TODD AHRENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
VETTA SANDERS THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DWAYNE PROCTOR
PRESIDENT & CEO
- Total calculated
- $537,705
- From this org
- $513,872
- From related orgs
- $0
- Other
- $23,833
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $497,479
- Bonus
- $573
- Other
- $15,820
- Deferred
- $22,729
- Nontaxable benefits
- $1,104
- Filer's total
- $537,705
-
MARK SEEBECK
CHIEF FINANCIAL & ADMINISTRATIVE OFFICER
- Total calculated
- $307,183
- From this org
- $260,683
- From related orgs
- $0
- Other
- $46,500
- Hours/week
- 40 + 3 related
Schedule J breakdown matched by us
- Base
- $259,078
- Bonus
- $573
- Other
- $1,032
- Deferred
- $22,100
- Nontaxable benefits
- $24,400
- Filer's total
- $307,183
-
SARAH SELLERS
SECRETARY
- Total calculated
- $127,494
- From this org
- $94,647
- From related orgs
- $0
- Other
- $32,847
- Hours/week
- 40
-
JULIE RUSSELL
CHIEF STRATEGY OFFICER
- Total calculated
- $246,447
- From this org
- $211,826
- From related orgs
- $0
- Other
- $34,621
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $210,924
- Bonus
- $567
- Other
- $335
- Deferred
- $15,588
- Nontaxable benefits
- $19,033
- Filer's total
- $246,447
-
COURTNEY STEWART
VP STRATEGIC INITIATIVES
- Total calculated
- $230,962
- From this org
- $196,862
- From related orgs
- $0
- Other
- $34,100
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,025
- Bonus
- $567
- Other
- $270
- Deferred
- $16,989
- Nontaxable benefits
- $17,111
- Filer's total
- $230,962
-
JILL NOWAK
EXECUTIVE VP OF IMPACT INVESTING
- Total calculated
- $335,670
- From this org
- $290,063
- From related orgs
- $0
- Other
- $45,607
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $190,351
- Bonus
- $0
- Other
- $99,712
- Deferred
- $16,195
- Nontaxable benefits
- $29,412
- Filer's total
- $335,670
-
KATHERINE FRITZ
VP LEARNING & RESEARCH
- Total calculated
- $214,740
- From this org
- $174,775
- From related orgs
- $0
- Other
- $39,965
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,506
- Bonus
- $621
- Other
- $648
- Deferred
- $14,884
- Nontaxable benefits
- $25,081
- Filer's total
- $214,740
-
KATHLEEN HOLMES
VP STATEGIC INITIATIVES
- Total calculated
- $272,662
- From this org
- $225,535
- From related orgs
- $0
- Other
- $47,127
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,327
- Bonus
- $997
- Other
- $1,211
- Deferred
- $19,144
- Nontaxable benefits
- $27,983
- Filer's total
- $272,662
-
SHELDON WEISGRAU
VP HEALTH POLICY
- Total calculated
- $225,200
- From this org
- $191,142
- From related orgs
- $0
- Other
- $34,058
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,462
- Bonus
- $567
- Other
- $1,113
- Deferred
- $16,118
- Nontaxable benefits
- $17,940
- Filer's total
- $225,200
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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- JILL NOWAK WAS TERMINATED AS OF 8/31/23 AND RECEIVED A SEVERANCE PAYMENT OF $87,500 DURING THE YEAR.
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
-
SEE ATTACHED DETAIL
$43,515,999
SEE ATTACHED DETAIL
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.
-
501(c)(3) · LEVERAGE LEND · MO · controlled entity
Directly controlled by MFH
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.
-
BUILDINGS · MO · income $99,367 · assets $18,965,608
Directly controlled by MFH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349311758
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