2023-10-10T12:21:43-05:00 2022-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2022-01-01 300065901 INTERACT FOR CHANGE INTE 5134586600 8230 MONTGOMERY ROAD 300 CINCINNATI OH 452362292 KATE SCHRODER PRESIDENT & CEO 5134586600 2023-10-09 1 KATE SCHRODER 999009999 0 JANE E PFEIFER P00014949 5132413111 2023-10-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATE SCHRODER 8230 MONTGOMERY ROAD 300 CINCINNATI OH 452362292 316003 0 X WWW.INTERACTFORCHANGE.ORG X 2002 OH INTERACT FOR CHANGE'S MISSION IS TO INSPIRE, LEAD AND SUPPORT ACTIVE GIVING AND INNOVATIVE PHILANTHROPIC SOLUTIONS THROUGH PROGRAMS LIKE FUNDING COLLABORATIVES AND SCHOLARSHIP FUNDS. 7 6 0 0 0 0 341140 275000 7612 4557 28637 16988 0 0 377389 296545 716086 270240 0 0 52818 0 0 0 0 88751 16558 857655 286798 -480266 9747 626153 524932 26230 0 599923 524932 INTERACT FOR CHANGE'S MISSION IS TO INSPIRE, LEAD AND SUPPORT ACTIVE PHILANTHROPY. 0 0 270240 270240 4557 RESTRICTED FUND GRANTS ARE MADE TO FURTHER THE CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE RESTRICTED FUND. RESTRICTED FUNDS-DATA FOR EQUITY COLLABORATIVE: $250,000RESTRICTED FUNDS-BABIES MILK FUND: $20,240 8872 RESTRICTED FUND EXPENSES: INCLUDE THE DAY-TO-DAY COSTS ASSOCIATED WITH RUNNING THE PROGRAMS AS WELL AS THE ADMINISTRATIVE FEES CHARGED BY INTERACT FOR CHANGE, TRUST FEES CHARGED BY CUSTODIAL BANK AND INVESTMENT ADVISOR FEES.RESTRICTED FUNDS-ADMINISTRATION FEES: $4,557RESTRICTED FUNDS-OTHER EXPENSES: $4,315 279112 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X KATE SCHRODER PRESIDENT & CEO 5134586600 8230 MONTGOMERY ROAD SUITE 300 CINCINNATI OH 452362292 KATE SCHRODER PRESIDENT & CEO & DIRECTOR 1.00 45.00 X X 0 271477 44266 MARY RONAN DIRECTOR, CHAIR 2.00 2.00 X X 0 0 0 RICK WILLIAMS DIRECTOR, VICE CHAIR 2.00 2.00 X X 0 0 0 JEANETTE ALTENAU DIRECTOR 1.00 2.00 X 0 0 0 MICHAEL CHASNOFF DIRECTOR 1.00 2.00 X 0 0 0 CHRIS MAKAROFF DIRECTOR 2.00 2.00 X 0 0 0 DENISHA PORTER DIRECTOR 1.00 2.00 X 0 0 0 PATRICIA RUWE VP, FINANCE & INVESTMENTS 1.50 45.00 X 0 179295 43631 ROSS MEYER VP, STRATEGY AND SECRETARY 0.00 45.00 X 0 164167 39201 ASHLEE YOUNG VP, POLICY & ENGAGEMENT 0.00 45.00 X 0 123291 23124 CHRISTINE BENNETT SENIOR DIRECTOR OF PAYROLL 1.00 45.00 X 0 148934 38065 CLIFF HASTINGS DIRECTOR OF INFORMATION TE 0.00 45.00 X 0 122708 37763 SONYA CARRICO SENIOR PROGRAM OFFICER 0.00 45.00 X 0 107916 26052 MARY FRANCIS SENIOR PROGRAM OFFICER 0.00 45.00 X 0 109346 26623 MEGAN FOLKERTH SENIOR PROGRAM OFFICER 0.00 45.00 X 0 102873 25854 0 1330007 304579 0 0 1 0 0 125000 150000 275000 ADMINISTRATIVE SERVICE 561000 4557 4557 4557 6023 6023 30423 19458 10965 10965 10965 296545 4557 0 16988 270240 270240 6675 6675 1011 1011 RESTRICTED FDS ADM FEES 4557 4557 RESTRICTED FDS EXPENSES 4315 4315 286798 279112 7686 0 247244 230734 378909 294198 626153 524932 26230 0 26230 0 X 110923 107794 489000 417138 599923 524932 626153 524932 9747 -84738 0 X X 0 1 X 1 0 X 1299941 1041408 733004 50667 275000 3400020 1299941 1041408 733004 50667 275000 3400020 1111969 2288051 24769 29840 8822 4618 6023 74072 3474092 59385 0.65860 0.61870 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DENTAL EQUIPMENT DATE: 12/22/21 AMOUNT: 290473. DESCRIPTION: PUBLICLY TRADED SECURITY DATE: 12/26/18 AMOUNT: 1686891. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 229132 -84738 17325 -67413 296545 0 296545 304123 17325 17325 286798 0 286798 PART X, LINE 2: THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1N5 3975 ERIE AVE CINCINNATI OH 45208 273346632 501(C)(3) 25000 0 RESTRICTED FUND GRANT BEECH ACRES PARENTING CENTER 6881 BEECHMONT AVENUE CINCINNATI OH 45230 310536663 501(C)(3) 25000 0 RESTRICTED FUND GRANT BLACK WOMEN CULTIVATING CHANGE 10426 MILL ROAD CINCINNATI OH 45240 852967205 501(C)(3) 25000 0 RESTRICTED FUND GRANT CATHOLIC CHARITIES SOUTHWESTERN OHIO 7162 READING ROAD SUITE 600 CINCINNATI OH 45237 310536968 501(C)(3) 25000 0 RESTRICTED FUND GRANT CHILDREN'S HOSPITAL MEDICAL CENTER - PERINATAL INSTITUTE 3333 BURNET AVENUE MLC 7009 CINCINNATI OH 45229 310833936 501(C)(3) 25000 0 RESTRICTED FUND GRANT GOOD SAMARITAN HOSPITAL FOUNDATION 375 DIXMYTH AVENUE CINCINNATI OH 45220 311206047 501(C)(3) 20240 0 RESTRICTED FUND GRANT GREEN UMBRELLA PO BOX 14270 CINCINNATI OH 45250 311770299 501(C)(3) 25000 0 RESTRICTED FUND GRANT LEARNING GROVE 333 MADISON AVENUE COVINGTON KY 41011 310910787 501(C)(3) 25000 0 RESTRICTED FUND GRANT REFUGEECONNECT 5030 OAKLAWN DR CINCINNATI OH 45227 824193107 501(C)(3) 25000 0 RESTRICTED FUND GRANT WORDPLAY CINCY 1556 CHASE AVE CINCINNATI OH 45223 453969713 501(C)(3) 25000 0 RESTRICTED FUND GRANT YMCA OF GREATER CINCINNATI 1105 ELM ST CINCINNATI OH 45202 310537178 501(C)(3) 25000 0 RESTRICTED FUND GRANT 11 0 PART I, LINE 2: FOR RESTRICTED FUNDS, WE CONFIRM THE NON-PROFIT STATUS OF EACH GRANTEE BEFORE A GRANT IS APPROVED. RECORDS DOCUMENTING THE GRANT RECOMMENDATIONS INCLUDING GRANTEES, AMOUNTS AND APPROVALS ARE PRESERVED. 0 0 0 0 0 0 0 0 1 1 KATE SCHRODER PRESIDENT & CEO & DIRECTOR 0 269370 0 1500 0 607 0 25200 0 19066 0 315743 0 0 PATRICIA RUWE VP, FINANCE & INVESTMENTS 0 175664 0 1500 0 2131 0 22200 0 21431 0 222926 0 0 ROSS MEYER VP, STRATEGY AND SECRETARY 0 162217 0 1500 0 450 0 20394 0 18807 0 203368 0 0 CHRISTINE BENNETT SENIOR DIRECTOR OF PAYROLL 0 146504 0 1500 0 930 0 18540 0 19525 0 186999 0 0 CLIFF HASTINGS DIRECTOR OF INFORMATION TE 0 120928 0 1500 0 280 0 15542 0 22221 0 160471 0 0 PART I, LINE 3 INTERACT FOR CHANGE HAS NO OFFICERS, DIRECTORS, HIGHEST COMPENSATED INDIVIDUALS OR KEY EMPLOYEES THAT ARE COMPENSATED BY THE ORGANIZATION. THESE INDIVIDUALS ARE COMPENSATED BY A RELATED ORGANIZATION, INTERACT FOR HEALTH. INTERACT FOR HEALTH HAS THE FOLLOWING COMPENSATION PROCEDURES IN PLACE AS PART OF ITS REBUTTABLE PRESUMPTION TEST: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPARABLE REVIEW OF FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 8 KATE SCHRODER'S INTERACT FOR HEALTH 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. FORM 990, PART VI, SECTION A, LINE 6 INTERACT FOR HEALTH IS THE SOLE MEMBER OF INTERACT FOR CHANGE. FORM 990, PART VI, SECTION A, LINE 7A INTERACT FOR CHANGE IS A WHOLLY CONTROLLED SUBSIDIARY OF INTERACT FOR HEALTH ("IA4H") FORMERLY KNOWN AS THE HEALTH FOUNDATION OF GREATER CINCINNATI. IA4H IS THE SOLE MEMBER OF INTERACT FOR CHANGE. IN 2022, KATE SCHRODER, THE PRESIDENT & CEO OF IA4H, WAS ELECTED BY THE BOARD OF DIRECTORS OF IA4H TO SERVE AS THE REPRESENTATIVE OF THE SOLE MEMBER (IA4H). FORM 990, PART VI, SECTION A, LINE 7B INTERACT FOR CHANGE IS A WHOLLY CONTROLLED SUBSIDIARY OF INTERACT FOR HEALTH ("IA4H") FORMERLY KNOWN AS THE HEALTH FOUNDATION OF GREATER CINCINNATI. IA4H IS THE SOLE MEMBER OF INTERACT FOR CHANGE. IN 2022, KATE SCHRODER, THE PRESIDENT & CEO OF IA4H, WAS ELECTED BY THE BOARD OF DIRECTORS OF IA4H TO SERVE AS THE REPRESENTATIVE OF THE SOLE MEMBER (IA4H). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY MANAGEMENT AND REVIEWED BY AN EXTERNAL ACCOUNTING FIRM, CLARK SCHAEFER HACKETT. PRIOR TO FILING, THE FORM 990 WAS APPROVED BY THE OPERATIONS AND AUDIT COMMITTEE, THEN RECEIVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH DIRECTOR AND OFFICER OF THE ORGANIZATION, ALONG WITH A CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE IS COMPLETED AND SIGNED BY EACH DIRECTOR AND OFFICER. A SUMMARY IS THEN COMPILED AND DISTRIBUTED TO APPROPRIATE PERSONNEL ON AN ANNUAL BASIS. A SIMILAR PROCESS IS ALSO CONDUCTED AT THE ASSOCIATE LEVEL ON AN ANNUAL BASIS. CONFLICTS OF INTEREST ARE DISCLOSED IN THE PROCESSING OF ALL GRANTS AND TRANSACTIONS. DIRECTORS, OFFICERS AND ASSOCIATES WITH CONFLICTS OF INTEREST ARE EXCLUDED FROM THE DECISION MAKING PROCESS. BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AT THE BEGINNING OF ALL BOARD AND COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 INTERACT FOR CHANGE HAS NO OFFICERS, DIRECTORS, HIGHEST COMPENSATED INDIVIDUALS, OR KEY EMPLOYEES THAT ARE COMPENSATED BY THE FILING ORGANIZATION. THESE INDIVIDUALS ARE COMPENSATED BY A RELATED ORGANIZATION, INTERACT FOR HEALTH. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNANCE POLICIES (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, THE POLICY FOR THE SUBMISSION OF CONCERNS AND THE CODE OF ETHICS) AND THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF INTERACT FOR HEALTH AND ITS SUBSIDIARY INTERACT FOR CHANGE, ARE AVAILABLE ON INTERACT FOR HEALTH'S WEBSITE (WWW.INTERACTFORHEALTH.ORG). FORM 990, GOVERNING DOCUMENTS AND FORM 1023 ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. INTERACT FOR HEALTH 8230 MONTGOMERY ROAD SUITE 300 CINCINNATI OH 452362292 310932681 GRANTMAKING OH 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INTERACT FOR HEALTH Q 2778 FMV