2025-10-02T10:59:21-05:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2024-01-01 300065901 INTERACT FOR CHANGE INTE 5134586600 8230 MONTGOMERY ROAD 300 CINCINNATI OH 452362292 KATE SCHRODER PRESIDENT & CEO 5134586600 2025-09-29 1 0 NATOSHA CARR P01225377 5132413111 2025-09-29 2024 2025-03-06 01:10:19Z KATE SCHRODER 8230 MONTGOMERY ROAD 300 CINCINNATI OH 452362292 928359 0 X HTTPS://WWW.INTERACTFORCHANGE.ORG X 2002 OH INTERACT FOR CHANGE'S MISSION IS TO INSPIRE, LEAD AND SUPPORT ACTIVE GIVING AND INNOVATIVE PHILANTHROPIC SOLUTIONS. 8 7 1 9 0 0 1142500 824000 4101 4760 43269 68749 0 0 1189870 897509 310000 115000 0 0 0 89732 0 0 0 212713 758496 522713 963228 667157 -65719 1225365 1170778 0 7601 1225365 1163177 INTERACT FOR CHANGE'S MISSION IS TO INSPIRE, LEAD AND SUPPORT ACTIVE GIVING AND INNOVATIVE PHILANTHROPIC SOLUTIONS. 0 0 115000 115000 4760 RESTRICTED FUND GRANTS ARE MADE TO FURTHER THE CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE RESTRICTED FUND. RESTRICTED FUNDS-ADVANCING REFUGEE-LED MENTAL HEALTH FUND: $45,000RESTRICTED FUNDS-BABIES MILK FUND: $45,000RESTRICTED FUNDS-DATA FOR EQUITY COLLABORATIVE: $25,000 839928 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-HEY*! GREATER CINCINNATI FUND FKA YOUTH MENTAL HEALTH COLLABORATIVE: $756,131RESTRICTED FUNDS-DATA FOR EQUITY COLLABORATIVE: $75,202RESTRICTED FUNDS-ADMINISTRATION FEES: $4,760RESTRICTED FUNDS-OTHER EXPENSES: $3,835*HEY=HOPEFUL EMPOWERED YOUTH 954928 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 0 1 0 1 6 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 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 2.00 45.00 X X 0 295578 59538 CHRIS MAKAROFF DIRECTOR, CHAIR 2.00 2.00 X X 0 0 0 MARY RONAN 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 DENISHA PORTER DIRECTOR - TERM ENDED JUNE 2024 1.00 2.00 X 0 0 0 ALLISON TEPPER DIRECTOR 1.00 2.00 X 0 0 0 RICK WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 BRYAN WRIGHT DIRECTOR 1.00 1.00 X 0 0 0 PATRICIA RUWE VP, FINANCE & OPERATIONS 2.50 45.00 X 0 196438 38411 ROSS MEYER VP, STRATEGY & SECRETARY 8.00 45.00 X 0 175789 45013 ASHLEE YOUNG VP, POLICY & ENGAGEMENT 1.00 45.00 X 0 172268 36544 CHRISTINE BENNETT SENIOR DIRECTOR OF PAYROLL 2.00 45.00 X 0 158675 42661 CLIFF HASTINGS DIRECTOR OF INFORMATION TECHNOLOGY 0.50 45.00 X 0 130061 38900 KRISTINE SCHULTZ DIRECTOR OF GRANTS MANAGEMENT 0.50 45.00 X 0 112044 23863 SONYA CARRICO PROGRAM DIRECTOR OF MENTAL HEALTH 0.00 45.00 X 0 115513 27856 MEGAN FOLKERTH PROGRAM DIRECTOR OF HEALTH POLICY 0.00 45.00 X 0 112037 17434 0 1468403 330220 0 0 1 0 FSG 179 LINCOLN STREET 3RD FLOOR BOSTON MA 02111 HEY!/YOUTH MENTAL HEALTH CONSULTANT 449073 YOUTH AT THE CENTER 500 READING RD FLOOR 2 CINCINNATI OH 45202 HEY!/YOUTH MENTAL HEALTH CONSULTANT 109000 2 100000 724000 824000 ADMINISTRATIVE SERVICE 561000 4760 4760 4760 43635 43635 55964 30850 25114 25114 25114 897509 4760 0 68749 115000 115000 73731 73731 1800 1800 8406 8406 5795 5795 8300 8300 HEY!/YOUTHMENTALHLTH RF 666399 666399 DATA FOR EQUITY RF 75202 75202 RESTRICTED FDS ADM FEES 4760 4760 RESTRICTED FDS EXPENSES 3835 3835 963228 954928 8300 0 925689 690422 200000 3466 2314 599 296210 277443 1225365 1170778 7601 0 7601 X 127631 153425 1097734 1009752 1225365 1163177 1225365 1170778 -65719 3531 0 X X 0 1 X 1 0 X 733004 50667 275000 1142500 824000 3025171 733004 50667 275000 1142500 824000 3025171 1102641 1922530 8822 4618 6023 34397 43635 97495 3122666 30969 0.61570 0.73460 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DENTAL EQUIPMENT DATE: 12/22/21 AMOUNT: 290473. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1005982 3531 104942 108473 897509 0 897509 1068170 104942 104942 963228 0 963228 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 GOOD SAMARITAN HOSPITAL FOUNDATION 375 DIXMYTH AVENUE CINCINNATI OH 45220 311206047 501(C)(3) 30000 0 RESTRICTED FUND GRANT CHILDREN'S HOSPITAL MEDICAL CENTER - PERINATAL INSTITUTE 3333 BURNET AVENUE MLC 7009 CINCINNATI OH 45229 310833936 501(C)(3) 15000 0 RESTRICTED FUND GRANT KENTUCKY AFRICAN WOMEN ASSOCIATION 2756 FISTER PLACE BLVD HEBRON KY 41048 823235418 501(C)(3) 15000 0 RESTRICTED FUND GRANT NEPALI LANGUAGE AND ARTS CENTER 7190 PIPPIN RD CINCINNATI OH 45239 844674408 501(C)(3) 15000 0 RESTRICTED FUND GRANT REFUGE COLLABORATIVE 3998 AUGUSTA RD MIAMISBURG OH 45342 881832388 501(C)(3) 15000 0 RESTRICTED FUND GRANT 5 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 294768 0 0 0 810 0 37041 0 22497 0 355116 0 0 PATRICIA RUWE VP, FINANCE & OPERATIONS 0 194116 0 0 0 2322 0 24000 0 14411 0 234849 0 0 ROSS MEYER VP, STRATEGY & SECRETARY 0 175297 0 0 0 492 0 22080 0 22933 0 220802 0 0 ASHLEE YOUNG VP, POLICY & ENGAGEMENT 0 171839 0 0 0 429 0 21420 0 15124 0 208812 0 0 CHRISTINE BENNETT SENIOR DIRECTOR OF PAYROLL 0 156797 0 0 0 1878 0 19860 0 22801 0 201336 0 0 CLIFF HASTINGS DIRECTOR OF INFORMATION TECHNOLOGY 0 129782 0 0 0 279 0 16649 0 22251 0 168961 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, LEGAL COUNSEL, 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 2024, 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 2024, 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 AND FORM 990-T WERE PREPARED BY MANAGEMENT AND REVIEWED 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 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 INCLUDE THE CONFLICT OF INTEREST POLICY 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). THE POLICY FOR THE SUBMISSION OF CONCERNS IS AVAILABLE TO BOARD MEMBERS AND STAFF. 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 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 INTERACT FOR HEALTH C 100000 FMV INTERACT FOR HEALTH O 104942 FMV