2025-10-07T08:54:40-05:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2024-01-01 300186863 HEALTH POLICY INSTITUTE OF OHIO HEAL 6142244950 140 E TOWN STREET 1000 COLUMBUS OH 43215 AMY ROHLING MCGEE PRESIDENT 6142244950 2025-09-30 1 0 NATOSHA CARR P01225377 6148852208 2025-09-30 2024 2025-03-06 01:10:19Z AMY ROHLING MCGEE 140 E TOWN STREET 1000 COLUMBUS OH 43215 2465125 0 X HTTPS://WWW.HEALTHPOLICYOHIO.ORG X 2003 OH TO ADVANCE EVIDENCE INFORMED POLICIES THAT IMPROVE HEALTH, ACHIEVE EQUITY, AND LEAD TO SUSTAINABLE HEALTHCARE SPENDING IN OHIO. 23 23 16 100 0 0 1370382 2254927 57657 100051 31539 50491 1950 12831 1461528 2418300 0 0 0 0 1486729 1524019 50400 54000 93610 343736 434957 1880865 2012976 -419337 405324 2038040 2515877 340402 407099 1697638 2108778 X OUR MISSION IS TO ADVANCE EVIDENCE-INFORMED POLICIES THAT IMPROVE HEALTH, ACHIEVE EQUITY, AND LEAD TO SUSTAINABLE HEALTHCARE SPENDING IN OHIO. 0 0 624508 POLICY RESEARCH AND ANALYSIS: HPIO TRANSLATES COMPLEX DATA AND EVIDENCE INTO ACTIONABLE POLICY INSIGHTS. WE DIG DEEP INTO TRENDS AND CONSIDER THE POLICYMAKING LANDSCAPE TO INFORM COMPREHENSIVE ANALYSIS, FOCUSING ATTENTION ON KEY HEALTH NEEDS THROUGH DATA SNAPSHOTS AND VISUALIZATIONS. 535293 ASSESSMENT & PLANNING: HPIO ASSESSES THE STRENGTHS AND NEEDS OF OUR STATE AND LOCAL COMMUNITIES AND CREATES MEASURABLE PLANS. WE UTILIZE DATA FROM PUBLIC SOURCES AND INSIGHTS GATHERED THROUGH ADVISORY COMMITTEES, FOCUS GROUPS, LISTENING SESSIONS AND SURVEYS TO PRIORITIZE ACTION STEPS. 356862 PROGRAM & POLICY EVALUATION: HPIO CONDUCTS BOTH PROCESS AND OUTCOME EVALUATIONS TO ARTICULATE AND MEASURE PROGRESS TOWARD PROGRAM AND POLICY GOALS. HPIO ALSO FACILITATES IMPROVEMENT PROCESSES AND CREATES TOOLS THAT ENABLE OTHER ORGANIZATIONS TO EVALUATE EFFECTIVENESS. 267646 100051 EDUCATION: HPIO HOSTS EDUCATIONAL EVENTS DESIGNED THAT OFFER A BROAD AUDIENCE THE OPPORTUNITY TO LEARN ABOUT KEY HEALTH POLICY ISSUES. STAFF MEET INDIVIDUALLY WITH STATE POLICYMAKERS TO SHARE ANALYSIS AND PROVIDE TECHNICAL ASSISTANCE AND PRESENT AT NATIONAL, STATE AND LOCAL CONFERENCES. HPIO ALSO PROVIDES A WEEKLY OHIO HEALTH POLICY NEWSLETTER AND QUARTERLY OHIO HEALTH VALUE REPORT. 267646 100051 1784309 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X AMY R MCGEE 6142244950 140 E TOWN STREET 1000 COLUMBUS OH 43215 AMY ROHLING MCGEE PRESIDENT 37.50 X 194052 0 39490 NICHOLAS WISELOGEL VICE PRESIDENT 37.50 X 118572 0 34075 HAILEY AKAH VICE PRESIDENT 37.50 X 115512 0 19475 ANNE GOON DIRECTOR 1.00 X 0 0 0 BRITNEY WARD DIRECTOR 1.00 X 0 0 0 CHAD BROWN DIRECTOR 1.00 X 0 0 0 DAN PAOLETTI DIRECTOR 1.00 X 0 0 0 DENISE MOORE DIRECTOR 1.00 X 0 0 0 ERIC DEWALD DIRECTOR 1.00 X 0 0 0 FALLON PETERSON DIRECTOR 1.00 X 0 0 0 GREGORY LAM MD DIRECTOR 1.00 X 0 0 0 JOHN HUMPHREY MD DIRECTOR 1.00 X 0 0 0 KARA AYERS DIRECTOR 1.00 X 0 0 0 MARIA ESPINOLA DIRECTOR 1.00 X 0 0 0 MATTHEW HARMAN DIRECTOR 1.00 X 0 0 0 SRINIVAS MERUGU DIRECTOR 1.00 X 0 0 0 TIA MARCEL MORETTI DIRECTOR 1.00 X 0 0 0 TONYA JOHNSON DIRECTOR 1.00 X 0 0 0 VICKI GIAMBRONE DIRECTOR 1.00 X 0 0 0 WALLACE CHAMBERS DIRECTOR 1.00 X 0 0 0 KATE SCHRODER DIRECTOR 1.00 X 0 0 0 JENNIFER CHUBINSKI IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DEENA CHISOLM CHAIR 1.00 X X 0 0 0 ADRIENNE MUNDORF VICE CHAIR 1.00 X X 0 0 0 CHRIS WHISTLER TREASURER 1.00 X X 0 0 0 MOLLY CULBERTSON SECRETARY 1.00 X X 0 0 0 428136 0 93040 3 0 1 0 0 2254927 2254927 FORUM REVENUES 900099 100051 100051 100051 50484 50484 46832 46825 7 7 7 OTHER REVENUES 900099 12831 12831 12831 2418300 100051 0 63322 X 233543 214859 14013 4671 1017048 935684 61023 20341 68852 63344 4131 1377 115012 105810 6901 2301 89564 82399 5374 1791 18050 18050 54000 54000 3033 3033 226402 209740 11284 5378 2338 2151 140 47 21737 19998 1304 435 79740 73361 4784 1595 8414 7741 505 168 35891 33021 2153 717 4077 3750 245 82 PROFESSIONAL DEVELOPMEN 16019 14738 961 320 MEMBERSHIPS AND SUBSCRI 11631 10700 698 233 MISCELLANEOUS 7374 6782 443 149 BANK CHARGES 251 231 15 5 2012976 1784309 135057 93610 1303288 163043 1099273 250451 792495 7020 43525 500 230965 241062 245816 176479 2038040 2515877 85232 84672 139950 255170 182477 340402 407099 X 1433475 1232361 264163 876417 1697638 2108778 2038040 2515877 405324 5816 0 X X 0 1 X 1 0 X 1515238 1431161 2059957 1370743 2254927 8632026 1515238 1431161 2059957 1370743 2254927 8632026 965312 7666714 5802 531 1864 31266 50484 89947 6327 955 775 1950 12831 22838 8744811 339148 0.87670 0.84930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEPOSITS 5313 OPERATING LEASES RIGHT-OF-USE ASSETS 171166 176479 OPERATING LEASE LIABILITIES 182477 182477 X 2421083 5816 5816 2415267 3033 3033 2418300 2009943 0 2009943 3033 3033 2012976 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), EXCEPT FOR INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES, AS DEFINED IN THE CODE. IN ADDITION, THE ORGANIZATION IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. X X X X X 1 JOANNA HELON 366 S MERKLE RD COLUMBUS OH 43209 CONSULTING WITH REGARDS TO GRANT PROPOSALS & REPORTS 0 0 54000 -54000 54000 -54000 SCHEDULE G, PART I, LINE 2B, COLUMN (V) $54,000 WAS PAID IN 2024 FOR THE FOLLOWING SERVICES PROVIDED: DRAFTING PROPOSALS, MANAGING THE DELIVERY OF PROPOSALS TO FOUNDATION'S ONLINE GRANT SYSTEMS AND SERVING AS A CONSULTANT TO THE PRESIDENT WHEN COMMUNICATING SOLICITATIONS. X X X 0 0 0 0 0 0 0 0 0 AMY ROHLING MCGEE PRESIDENT 193943 0 0 0 109 0 13576 0 25914 0 233542 0 0 0 NICHOLAS WISELOGEL VICE PRESIDENT 113572 0 5000 0 0 0 8300 0 25775 0 152647 0 0 0 PART I, LINE 3 THE BOARD CONDUCTS A REVIEW AND ANALYSIS OF COMPARABLE ORGANIZATIONS' PRESIDENT/CEO COMPENSATION. THE BOARD CHAIR CONSULTS THE EXECUTIVE COMMITTEE AND THE FULL BOARD ON THE PRESIDENT'S PERFORMANCE AND COMPENSATION. THE DELIBERATIONS AND RESULTING DECISIONS ARE DOCUMENTED BY THE BOARD CHAIR AND COMMUNICATED WITH THE PRESIDENT. THE ORGANIZATION DOES NOT COMPENSATE OTHER OFFICERS AND DOES NOT EMPLOY OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 AND THEN SUBMITS IT TO THE BOARD FOR REVIEW. THE GOVERNING BOARD REVIEWS THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD DIRECTORS AND STAFF MUST IDENTIFY ANY CONFLICTS IN A SIGNED CONFLICT OF INTEREST STATEMENT. ADDITIONALLY, AT EACH BOARD MEETING THE CHAIR OF THE BOARD ASKS EACH MEMBER IF THERE ARE ANY NEW CONFLICTS TO DISCLOSE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CONDUCTS A REVIEW AND ANALYSIS OF COMPARABLE ORGANIZATIONS' PRESIDENT/CEO COMPENSATION. THE BOARD CHAIR CONSULTS THE EXECUTIVE COMMITTEE AND THE FULL BOARD ON THE PRESIDENT'S PERFORMANCE AND COMPENSATION. THE DELIBERATIONS AND RESULTING DECISIONS ARE DOCUMENTED BY THE BOARD CHAIR AND COMMUNICATED WITH THE PRESIDENT. THE ORGANIZATION DOES NOT COMPENSATE OTHER OFFICERS AND DOES NOT EMPLOY OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 209,740. MANAGEMENT AND GENERAL EXPENSES 11,284. FUNDRAISING EXPENSES 5,378. TOTAL EXPENSES 226,402. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE TO THE OVERSIGHT PROCESS FROM THE PRIOR YEAR.