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 310932681 INTERACT FOR HEALTH 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 79991533 0 X WWW.INTERACTFORHEALTH.ORG X 1978 OH 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. 13 12 23 0 342337 0 0 0 0 0 14114099 11320541 350000 0 14464099 11320541 5032176 5770128 0 0 3770387 3280077 0 0 0 3822113 3540504 12624676 12590709 1839423 -1270168 274918421 247001810 3134457 3105560 271783964 243896250 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. 0 0 5770128 5770128 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. 3249569 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. 2536454 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. 11556151 0 0 0 1 0 0 0 0 0 1 1 0 0 1 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 1 28 0 1 23 1 1 1 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KATE SCHRODER PRESIDENT & CEO 5134586600 8230 MONTGOMERY ROAD SUITE 300 CINCINNATI OH 452362292 KATE SCHRODER DIRECTOR,PRESIDENT/CEO 45.00 1.00 X X 271477 0 44266 JEANETTE ALTENAU DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL CHASNOFF DIRECTOR 2.00 1.00 X 0 0 0 ALFONSO CORNEJO DIRECTOR 1.00 X 0 0 0 JULIE GEISEN-SCHEPER DIRECTOR-RESIGNED JUNE 2022 1.00 X 0 0 0 UMA KOTAGAL DIRECTOR 1.00 X 0 0 0 CHRIS MAKAROFF DIRECTOR 2.00 2.00 X 0 0 0 HOLLY MAZZOCCA DIRECTOR 1.00 X 0 0 0 DENISHA PORTER DIRECTOR 2.00 1.00 X 0 0 0 BREWSTER RHOADS DIRECTOR-TERM ENDED JUNE 2022 1.00 X 0 0 0 MARY RONAN DIRECTOR, VICE CHAIR 2.00 2.00 X X 0 0 0 JEANNE-MARIE TAPKE DIRECTOR-TERM ENDED JUNE 2022 2.00 X 0 0 0 ALLISON TEPPER DIRECTOR 1.00 X 0 0 0 KENNETH WASHINGTON DIRECTOR 1.00 X 0 0 0 RICK WILLIAMS DIRECTOR, CHAIR 2.00 2.00 X X 0 0 0 BRYAN WRIGHT DIRECTOR 1.00 X 0 0 0 PATRICIA RUWE VP, FINANCE & INVESTMENTS & TRSRR 45.00 1.50 X 179295 0 43631 ROSS MEYER VP, STRATEGY & SECRETARY 45.00 0.00 X 164167 0 39201 ASHLEE YOUNG VP, POLICY & ENGAGEMENT 45.00 0.00 X 123291 0 23124 CHRISTINE BENNETT SENIOR DIRECTOR OF PAYROLL 45.00 1.00 X 148934 0 38065 CLIFF HASTINGS DIRECTOR OF INFORMATION TE 45.00 0.00 X 122708 0 37763 MARY FRANCIS SENIOR PROGRAM OFFICER 45.00 0.00 X 109346 0 26623 SONYA CARRICO SENIOR PROGRAM OFFICER 45.00 0.00 X 107916 0 26052 MEGAN FOLKERTH SENIOR PROGRAM OFFICER 45.00 0.00 X 102873 0 25854 1330007 0 304579 10 0 1 0 WORDSWORTH COMMUNICATIONS INC 538 READING ROAD SUITE 100 CINCINNATI OH 45202 MARKETING CONSULTANT 776998 UNIVERSITY OF CINCINNATI-OFFICE OF SPONS PO BOX 932641 CLEVELAND OH 44193 RESEARCH CONSULTANT 186280 FUND EVALUATION GROUP LLC PO BOX 639176 CINCINNATI OH 452639176 INVESTMENT CONSULTANT 135000 CH SMITH & ASSOCIATES LLC DBA SCALE S 1329 EAST KEMPER ROAD SUITE 4218E SPRINGDALE OH 45246 EVALUATION CONSULTANT 110950 4 3258582 342337 2916245 67963822 8769129 59901863 8769129 8061959 0 8061959 8061959 11320541 0 342337 10978204 5770128 5770128 888452 570803 317649 1762355 1514932 247423 198896 168748 30148 254374 219279 35095 176000 142076 33924 92820 54360 38460 37253 22076 15177 38198 38198 153460 153460 29989 19573 10416 73466 60676 12790 84288 70802 13486 311777 261892 49885 20568 19975 593 127832 121010 6822 126828 106536 20292 13049 6525 6524 OPER PROGS& TECH ASSIST 2329749 2329749 CONFERENCE & EDUC CTR 44714 44714 RESEARCH AND EVALUATION 30807 30807 DUES AND SUBSCRIPTIONS 21381 17525 3856 4325 3965 360 12590709 11556151 1034558 0 299453 350463 43051 74469 135448 80416 1254882 563435 748615 691447 161277837 130026409 110701732 114203295 1712285 1575311 274918421 247001810 187051 93733 1066748 1240343 1880658 1771484 3134457 3105560 X 271783964 243896250 271783964 243896250 274918421 247001810 -1270168 -26617546 0 X X 0 1 X 1 0 0 1 0 461600 65943 395657 562478 445110 117368 230804 52382 178422 691447 HEDGE AND OTHER LIMITED PARTNERSHIP FUNDS 28716625 F PRIVATE EQUITY, LLPS, LLCS 85429257 F INVESTMENT REDEMPTION RECEIVABLES 57413 F 114203295 DEFERRED COMPENSATION PAYABLE 170030 ACCRUED PTO LIABILITY 109804 FLEXIBLE SPENDING ACCOUNT LIABILITY 3920 OPERATING LEASE LIABILITY-KENWOOD 1487730 1771484 X -15450465 -26617546 -26617546 11167081 153460 153460 11320541 12437249 0 12437249 153460 153460 12590709 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 FINANCIAL STATEMENT RECOGNITION AND MEASUREMENTS. THIS GUIDANCE THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATMENTS 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. ON DECEMBER 22, 2017, THE UNITED STATES ENACTED TAX REFORM LEGISLATION COMMONLY REFERRED TO AS THE TAX CUTS AND JOBS ACTS (THE "ACT"), RESULTING IN SIGNIFICANT MODIFICATIONS TO EXISTING LAW. THE ORGANIZATION HAS DETERMINED THAT ADOPTION OF THE ACT HAS NO MATERIAL IMPACT TO THE 2022 CONSOLIDATED FINANCIAL STATEMENTS. 1 ACCESS HEALTH COLUMBUS (DBA HEALTH IMPACT OHIO) 855 GRANDVIEW AVE SUITE 210 COLUMBUS OH 43215 510426050 501(C)(3) 90000 0 NON-COMPETITIVE GRANT ADDICTION SERVICES COUNCIL 2828 VERNON PLACE CINCINNATI OH 45219 316059934 501(C)(3) 116276 0 COMPETITIVE GRANT ADVENTURE CREW 2692 MADISON ROAD SUITE N1-414 CINCINNATI OH 45208 474230979 501(C)(3) 48500 0 NON-COMPETITIVE GRANT AMERICAN CANCER SOCIETY INC NORTH CENTRAL REGION 4540 COOPER RD BLUE ASH OH 45242 131788491 501(C)(3) 17000 0 NON-COMPETITIVE GRANT BEECH ACRES PARENTING CENTER 6881 BEECHMONT AVENUE CINCINNATI OH 45230 310536663 501(C)(3) 25000 0 NON-COMPETITIVE GRANT BLACK ACHIEVERS INC 8187 SEA MIST CT WEST CHESTER OH 45069 844421565 501(C)(3) 10000 0 NON-COMPETITIVE GRANT BLACK WOMEN CULTIVATING CHANGE 10426 MILL ROAD CINCINNATI OH 45240 852967205 501(C)(3) 10000 0 NON-COMPETITIVE GRANT BLOC MINISTRIES INC 911 W 8TH STREET CINCINNATI OH 45203 311613471 501(C)(3) 46500 0 COMPETITIVE GRANT BRACKEN COUNTY HEALTH DEPARTMENT PO BOX 117 429 FRANKFORT STREET BROOKSVILLE KY 41004 611283819 115(1) 400000 0 COMPETITIVE GRANT BRIGHTON CENTER INC PO BOX 325 NEWPORT KY 41072 610673886 501(C)(3) 92647 0 COMPETITIVE GRANT BROWN COUNTY HEALTH DEPARTMENT 826 MT ORAB PIKE GEORGETOWN OH 45121 316000066 115(1) 31060 0 COMPETITIVE GRANT BUTLER COUNTY GENERAL HEALTH DISTRICT 301 S THIRD STREET HAMILTON OH 45011 316000061 115(1) 75000 0 COMPETITIVE GRANT CANCER JUSTICE NETWORK 4129 GEORGIA AVE CINCINNATI OH 45223 200079223 501(C)(3) 20000 0 NON-COMPETITIVE GRANT CENTER FOR CLOSING THE HEALTH GAP IN GREATER CINCINNATI 3120 BURNET AVE STE 201 CINCINNATI OH 45229 200902286 501(C)(3) 54500 0 NON-COMPETITIVE GRANT CHILDREN'S HOME OF CINCINNATI OHIO INC DBA BEST POINT 5050 MADISON ROAD CINCINNATI OH 45227 310536969 501(C)(3) 10000 0 NON-COMPETITIVE GRANT CHILDREN'S HOSPITAL MEDICAL CENTER - PERINATAL INSTITUTE 3333 BURNET AVENUE MLC 7009 CINCINNATI OH 45229 310833936 501(C)(3) 16000 0 NON-COMPETITIVE GRANT CHIP TERRY FUND FOR FIRST RESPONDERS INC 3480 LICK HILL RD CALIFORNIA KY 41007 830910293 501(C)(3) 6500 0 NON-COMPETITIVE GRANT CINCINNATI HEALTH DEPARTMENT 3101 BURNET AVENUE CINCINNATI OH 45229 316000064 115(1) 50000 0 COMPETITIVE GRANT CINCINNATI UNION BETHEL (DBA HER CINCINNATI) 2401 READING ROAD CINCINNATI OH 45202 310536655 501(C)(3) 125000 0 COMPETITIVE GRANT CINCINNATI USA REGIONAL CHAMBER FOUNDATION 3 E 4TH ST SUITE 200 CINCINNATI OH 45202 237089617 501(C)(3) 10000 0 NON-COMPETITIVE GRANT CITY OF HAMILTON HEALTH DEPARTMENT 345 HIGH ST SUITE 350 HAMILTON OH 45011 316000142 115(1) 40000 0 COMPETITIVE GRANT CLERMONT COUNTY MENTAL HEALTH & RECOVERY BOARD 2337 CLERMONT CENTER DRIVE BATAVIA OH 45103 316000067 115(1) 20000 0 COMPETITIVE GRANT COMMUNITY ENGAGEMENT PARTNERS PO BOX 471 PICKERINGTON OH 43147 832441551 501(C)(3) 15000 0 NON-COMPETITIVE GRANT COMMUNITY MENTAL HEALTH CENTER INC 285 BIELBY RD LAWRENCEBURG IN 47025 351129339 501(C)(3) 370868 0 COMPETITIVE & NON-COMPETITIVE GRANTS COUNCIL ON AGING OF SOUTHWESTERN OHIO 4601 MALSBARY RD BLUE ASH OH 45242 310807186 501(C)(3) 6500 0 NON-COMPETITIVE GRANT DEARBORN COUNTY HEALTH DEPARTMENT 165 MARY STREET LAWRENCEBURG IN 47025 356000137 115(1) 21135 0 COMPETITIVE GRANT ENVISION PARTNERSHIPS 2935 HAMILTON-MASON ROAD HAMILTON OH 45011 310784671 501(C)(3) 56000 0 COMPETITIVE GRANT FIRST STEP HOME INC 2211 FULTON AVENUE CINCINNATI OH 45206 311328492 501(C)(3) 35000 0 COMPETITIVE GRANT FREESTORE FOODBANK INC 1141 CENTRAL PARKWAY CINCINNATI OH 45202 237122205 501(C)(3) 5500 0 NON-COMPETITIVE GRANT GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1310 L STREET NW SUITE 650 WASHINGTON DC 20005 010669150 501(C)(3) 5090 0 NON-COMPETITIVE GRANT GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVENUE NW 12TH FLOOR WASHINGTON DC 20036 133206571 501(C)(3) 27400 0 NON-COMPETITIVE GRANT GREATER CINCINNATI BEHAVIORAL HEALTH SERVICES 1501 MADISON ROAD CINCINNATI OH 45206 310802647 501(C)(3) 65500 0 COMPETITIVE GRANT GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY SUITE 120 CINCINNATI OH 45202 310669700 501(C)(3) 238500 0 NON-COMPETITIVE GRANT HARM REDUCTION OHIO 935 RIVER ROAD SUITE G GRANVILLE OH 43023 825110907 501(C)(3) 75000 0 COMPETITIVE GRANT HEALTH POLICY INSTITUTE OF OHIO (HPIO) 140 EAST TOWN STREET SUITE 1000 COLUMBUS OH 43215 300186863 501(C)(3) 400000 0 COMPETITIVE & NON-COMPETITIVE GRANTS HEALTHSOURCE OF OHIO 424 WARDS CORNER RD SUITE 200 LOVELAND OH 45140 310884250 501(C)(3) 75000 0 COMPETITIVE GRANT HIGHLAND COUNTY HEALTH DEPARTMENT 1487 N HIGH ST HILLSBORO OH 45133 316000059 115(1) 25000 0 NON-COMPETITIVE GRANT HISPANICS AVANZANDO HISPANICS 2637 ERIE AVE SUITE 206 CINCINNATI OH 45208 542159187 501(C)(3) 15000 0 NON-COMPETITIVE GRANT IKRON CORPORATION 2347 VINE STREET CINCINNATI OH 45219 311059137 501(C)(3) 89000 0 COMPETITIVE GRANT INTERACT FOR CHANGE 8230 MONTGOMERY RD STE 300 CINCINNATI OH 45236 300065901 501(C)(3) 125000 0 NON-COMPETITIVE GRANT JOSEPH HOUSE INC 1526 REPUBLIC ST CINCINNATI OH 45202 311383835 501(C)(3) 150000 0 COMPETITIVE GRANT KAREN WELLINGTON MEMORIAL FOUNDATION FOR LIVING WITH BREAST CANCER 3825 EDWARDS RD STE 103 CINCINNATI OH 45209 263768567 501(C)(3) 17000 0 NON-COMPETITIVE GRANT KENTUCKY EQUAL JUSTICE CENTER 201 W SHORT STREET SUITE 310 LEXINGTON KY 40507 610909545 501(C)(3) 65000 0 NON-COMPETITIVE GRANT KENTUCKY VOICES FOR HEALTH 1640 LYNDON FARM COURT SUITE 108 LOUISVILLE KY 40223 274557052 501(C)(3) 250000 0 NON-COMPETITIVE GRANT LEWIS COUNTY PRIMARY CARE CENTER DBA PRIMARYPLUS 211 KY 59 VANCEBURG KY 41179 611033691 501(C)(3) 235000 0 COMPETITIVE GRANT MENTAL HEALTH & ADDICTION ADVOCACY COALITION 4500 EUCLID AVENUE CLEVELAND OH 44103 463402346 501(C)(3) 300000 0 NON-COMPETITIVE GRANT NORTHERN KENTUCKY HEALTH DEPARTMENT 8001 VETERANS MEMORIAL DRIVE FLORENCE KY 41042 611008505 115(1) 46052 0 COMPETITIVE GRANT OHIO CHILDREN'S ALLIANCE 2600 CORPORATE EXCHANGE DR SUITE 180 COLUMBUS OH 43231 341168205 501(C)(3) 100000 0 NON-COMPETITIVE GRANT ON OUR WAY HOME INC 1244 EIFEL CV FAYETTEVILLE OH 45118 843569606 501(C)(3) 76300 0 COMPETITIVE GRANT ONE COMMUNITY ONE FAMILY INC 920 COUNTY LINE RD SUITE C BATESVILLE IN 47006 464339778 501(C)(3) 113000 0 COMPETITIVE GRANT ONECITY FOR RECOVERY 990 READING ROAD MASON OH 45040 822282576 501(C)(3) 65000 0 COMPETITIVE GRANT PHILANTHROPY OHIO 500 S FRONT STREET SUITE 900 COLUMBUS OH 432157628 311111842 501(C)(3) 13000 0 NON-COMPETITIVE GRANT SHIPHAPPENS INC 2914 MAYOR DR KOKOMO IN 46902 843823229 501(C)(3) 25000 0 COMPETITIVE GRANT ST VINCENT DE PAUL - CINCINNATI CHARITABLE PHARMACY 1125 BANK ST CINCINNATI OH 45214 300272954 501(C)(3) 182822 0 COMPETITIVE GRANT TALAWANDA SCHOOL DISTRICT 131 W CHESTNUT ST OXFORD OH 45056 316005340 115(1) 43440 0 COMPETITIVE GRANT TALBERT HOUSE 2600 VICTORY PARKWAY CINCINNATI OH 452061711 310713350 501(C)(3) 10000 0 NON-COMPETITIVE GRANT THE CROSSROADS CENTER 311 MARTIN LUTHER KING DRIVE E CINCINNATI OH 45219 311327938 501(C)(3) 63000 0 COMPETITIVE GRANT THE HEALTH COLLABORATIVE 615 ELSINORE PLACE SUITE 500 CINCINNATI OH 45202 311449807 501(C)(3) 100000 0 NON-COMPETITIVE GRANT THE HEALTHCARE CONNECTION 1401 STEFFEN AVE CINCINNATI OH 45215 310822524 501(C)(3) 540528 0 COMPETITIVE GRANT THE HEIGHTS MOVEMENT NP 760 ADAMS STREET CINCINNATI OH 45215 852171901 501(C)(3) 60000 0 NON-COMPETITIVE GRANT THE HOME OWNERSHIP CENTER OF GREATER CINCINNATI INC 2820 VERNON PL CINCINNATI OH 45219 310831240 501(C)(3) 15000 0 NON-COMPETITIVE GRANT THE LIT MOVEMENT 331 WEST 4TH ST APT 2 CINCINNATI OH 45202 814007904 501(C)(3) 153500 0 COMPETITIVE GRANT THE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 115(1) 30000 0 COMPETITIVE GRANT TRANSITIONS INC 535 W PIKE STREET COVINGTON KY 41011 610707125 501(C)(3) 23400 0 COMPETITIVE GRANT UPSPRING PO BOX 23300 CINCINNATI OH 45223 311628027 501(C)(3) 14500 0 NON-COMPETITIVE GRANT URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 3458 READING RD CINCINNATI OH 45229 310565428 501(C)(3) 102500 0 NON-COMPETITIVE GRANT 66 PART I, LINE 2: PROPOSALS ARE JUDGED ON THEIR ABILITY TO MEET INTERACT FOR HEALTH'S ELIGIBILITY REQUIREMENTS AND SELECTION CRITERIA. FOR MOST GRANTS, ONCE AWARDED, A MEETING IS SCHEDULED WITH THE GRANTEE TO REVIEW INTERACT FOR HEALTH'S GRANT MONITORING PROCESS. GRANTEES ARE REQUIRED TO REVIEW AND SIGN-OFF ON A GRANT AGREEMENT PREPARED BY INTERACT FOR HEALTH, AGREE TO A GRANT DISBURSEMENT SCHEDULE AND FINALIZE A PROJECT EVALUATION PLAN. GRANTEES ARE REQUIRED TO SUBMIT AN ANNUAL REPORT TO INTERACT FOR HEALTH AND PARTICIPATE IN AN ANNUAL SITE VISIT WITH A SENIOR PROGRAM OFFICER, PROGRAM OFFICER, OR GRANTS MANAGEMENT SUPPORT CONSULTANT. ANNUAL PROGRESS REPORTS INCLUDE A FINANCIAL REPORT THAT MUST BE SIGNED BY THE GRANTEE ORGANIZATION'S CHIEF FINANCIAL OFFICER. IF FOR ANY REASON A GRANT IS NOT ACHIEVING ITS OBJECTIVES, INTERACT FOR HEALTH MAY INVOKE THE "REVOCATION CLAUSE" OF THE GRANT AGREEMENT AND MODIFY OR TERMINATE A GRANT. X X X X X 0 0 0 0 0 0 0 0 1 1 KATE SCHRODER DIRECTOR,PRESIDENT/CEO 269370 0 1500 0 607 0 25200 0 19066 0 315743 0 0 0 PATRICIA RUWE VP, FINANCE & INVESTMENTS & TRSRR 175664 0 1500 0 2131 0 22200 0 21431 0 222926 0 0 0 ROSS MEYER VP, STRATEGY & SECRETARY 162217 0 1500 0 450 0 20394 0 18807 0 203368 0 0 0 CHRISTINE BENNETT SENIOR DIRECTOR OF PAYROLL 146504 0 1500 0 930 0 18540 0 19525 0 186999 0 0 0 CLIFF HASTINGS DIRECTOR OF INFORMATION TE 120928 0 1500 0 280 0 15542 0 22221 0 160471 0 0 0 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. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR, IF ANY, PRESIDENT & CEO, THE CHAIRS OF EACH OF THE BOARD'S OTHER STANDING COMMITTEES AND SUCH OTHER DIRECTOR(S) AS THE BOARD MAY, FROM TIME TO TIME, DETERMINE. THE PRESIDENT AND CEO SHALL BE A VOTING MEMBER ONLY IF HE OR SHE IS A DIRECTOR. THE PRESIDENT & CEO MAY BE EXCLUDED FROM MEETINGS DURING DISCUSSIONS RELATED TO HIS OR HER EMPLOYMENT. THE EXECUTIVE COMMITTEE SHALL SET THE COMPENSATION OF THE PRESIDENT & CEO AND SUCH OTHER OFFICERS AS IT DEEMS APPROPRIATE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND SUBJECT TO SUCH DIRECTION AS THE BOARD OF DIRECTORS MAY, FROM TIME TO TIME, PROVIDE, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO FILL VACANCIES AMONG THE DIRECTORS. THE ACTS OF THE EXECUTIVE COMMITTEE SHALL BE EFFECTIVE FOR ALL PURPOSES AS THE ACT OR AUTHORIZATION OF THE BOARD OF DIRECTORS, AND AT EACH MEETING OF THE BOARD OF DIRECTORS THE EXECUTIVE COMMITTEE SHALL REPORT UPON ANY ACTIONS TAKEN ON BEHALF OF THE BOARD OF DIRECTORS. 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. THE FORM 990-T WAS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, CLARK SCHAEFER HACKETT. PRIOR TO FILING, THE FORM 990 AND FORM 990-T WERE 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 THE BOARD 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 LINE 15A: THE 2022 COMPENSATION FOR THE ORGANIZATION'S PRESIDENT & CHIEF EXECUTIVE OFFICER ("PRESIDENT") WAS ESTABLISHED IN LATE 2021 BY THE INDEPENDENT MEMBERS OF THE ORGANIZATION'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE RETAINED AN INDEPENDENT COMPENSATION CONSULTANT TO ADVISE IT CONCERNING THE REASONABLENESS AND EFFECTIVENESS OF THE PRESIDENT'S TOTAL COMPENSATION. THE INDEPENDENT COMPENSATION CONSULTANT MET WITH THE EXECUTIVE COMMITTEE WHEN IT ESTABLISHED THE PRESIDENT'S COMPENSATION. THE PRESIDENT WAS NOT PRESENT WHEN THE EXECUTIVE COMMITTEE DISCUSSED AND ESTABLISHED HIS/HER COMPENSATION. IN ESTABLISHING THE PRESIDENT'S COMPENSATION, FACTORS REVIEWED BY THE EXECUTIVE COMMITTEE INCLUDED: (I) A BOARD EVALUATION OF THE PRESIDENT'S INDIVIDUAL PERFORMANCE; (II) THE PERFORMANCE OF THE ORGANIZATION; (III) THE PRESIDENT'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE; (IV) THE ELEMENTS OF THE PRESIDENT'S TOTAL COMPENSATION AND HIS/HER SALARY HISTORY; (V) THE ORGANIZATION'S COMPENSATION TARGETS AND RAISE POOL; AND (VI) COMPARABILITY DATA, INCLUDING RECOMMENDATIONS PREPARED BY AND REVIEWED WITH THE EXECUTIVE COMMITTEE BY THE INDEPENDENT COMPENSATION CONSULTANT. AFTER CONSIDERING THESE FACTORS, THE COMMITTEE ESTABLISHED THE PRESIDENT'S 2022 COMPENSATION. IN ACTING TO ESTABLISH THE PRESIDENT'S COMPENSATION, THE EXECUTIVE COMMITTEE DETERMINED THE PRESIDENT'S TOTAL COMPENSATION TO BE REASONABLE AND IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS BENEFIT. AT THE NEXT MEETING OF THE ORGANIZATION'S FULL BOARD, THE EXECUTIVE COMMITTEE REPORTED, IN AN EXECUTIVE SESSION THAT DID NOT INCLUDE THE PRESIDENT, THE COMPENSATION OF THE PRESIDENT AND THE BASIS FOR THE EXECUTIVE COMMITTEE'S COMPENSATION DECISIONS. THE EXECUTIVE COMMITTEE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES ITS DELIBERATIONS CONCERNING THE PRESIDENT'S COMPENSATION. LINE 15B: THE 2022 COMPENSATION FOR THE ORGANIZATION'S VP, STRATEGY & SECRETARY; VP, FINANCE & INVESTMENTS & TREASURER WAS ESTABLISHED IN LATE 2021 BY THE PRESIDENT & CEO WITH APPROVAL OF INDEPENDENT MEMBERS OF THE PARENT ORGANIZATION'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE RETAINED AN INDEPENDENT COMPENSATION CONSULTANT TO ADVISE IT CONCERNING THE REASONABLENESS AND EFFECTIVENESS OF EACH OFFICER'S TOTAL COMPENSATION. THE INDEPENDENT COMPENSATION CONSULTANT MET WITH THE EXECUTIVE COMMITTEE WHEN IT ESTABLISHED THE OFFICER'S COMPENSATION. THE OFFICERS WERE NOT PRESENT WHEN THE EXECUTIVE COMMITTEE DISCUSSED AND ESTABLISHED THEIR COMPENSATION. IN ESTABLISHING AN OFFICER'S COMPENSATION, FACTORS REVIEWED BY THE EXECUTIVE COMMITTEE INCLUDED: (I) A REVIEW OF THE OFFICER'S INDIVIDUAL PERFORMANCE BY THE PRESIDENT & CEO; (II) THE PERFORMANCE OF THE PARENT ORGANIZATION; (III) THE OFFICER'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE; (IV) COMPENSATION RECOMMENDATIONS BY THE PRESIDENT & CEO; (V) THE ELEMENTS OF EACH OFFICER'S TOTAL COMPENSATION AND A SALARY HISTORY; (VI) THE PARENT ORGANIZATION'S COMPENSATION TARGETS AND RAISE POOL; (VII) COMPARABILITY DATA, INCLUDING RECOMMENDATIONS PREPARED BY AND REVIEWED WITH THE EXECUTIVE COMMITTEE BY THE INDEPENDENT COMPENSATION CONSULTANT. (THE PARENT ORGANIZATION'S PRESIDENT & CEO IS INDEPENDENT OF THE OFFICERS.) AFTER CONSIDERING THESE FACTORS, THE COMMITTEE ESTABLISHED EACH OFFICER'S 2022 COMPENSATION. IN ACTING TO ESTABLISH EACH OFFICER'S COMPENSATION, THE EXECUTIVE COMMITTEE DETERMINED THE OFFICER'S TOTAL COMPENSATION TO BE REASONABLE AND IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS BENEFIT. AT THE NEXT MEETING OF THE ORGANIZATION'S FULL BOARD, THE EXECUTIVE COMMITTEE REPORTED, IN AN EXECUTIVE SESSION THAT DID NOT INCLUDE THE OFFICERS, THE COMPENSATION OF EACH OFFICER AND THE BASIS FOR THE EXECUTIVE COMMITTEE'S COMPENSATION DECISIONS. THE EXECUTIVE COMMITTEE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES ITS DELIBERATIONS CONCERNING THE OFFICERS' COMPENSATION. 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 THE PRIOR YEAR. INTERACT FOR CHANGE 8230 MONTGOMERY ROAD SUITE 300 CINCINNATI OH 452362292 300065901 PHILANTHROPY OH 501(C)(3) LINE 7 INTERACT FOR HEALTH 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 INTERACT FOR CHANGE P 2778 FMV