Interact for Health

Not tax-deductible

Cincinnati, OH501(c)(4)EIN 31-0932681Revenue $5.7M in FY2024

On file with the IRSinteractforhealth.org8230 Montgomery Rd Ste 300, 45236-2292 · Cincinnati, OHTax-exempt since Sep 1978

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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.

92¢ of each $1 spent went to programs.
$1.5M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $3.3M a year · 38% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.7M
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 15 voting members
Looks good: 14 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.7M
+6% vs prior year
Spent
$13.4M
To programs
92%
Net assets
$257.8M
By yearFY2020–FY2024
Revenue
$5.7M
FY2024▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.5M
FY2021$14.5M
FY2022$11.3M
FY2023$5.4M
FY2024$5.7M
Expenses
$13.4M
FY2024▼ -0.8%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.9M
FY2021$12.6M
FY2022$12.6M
FY2023$13.5M
FY2024$13.4M
Net assets
$257.8M
FY2024▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$227.2M
FY2021$271.8M
FY2022$243.9M
FY2023$250.0M
FY2024$257.8M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $12.3M Management & general 8% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO, Director
$295,578Pt VII · Sec A
VP, Finance & Operations
$196,438Pt VII · Sec A
VP, Strategy & Secretary
$175,789Pt VII · Sec A
VP, Policy & Engagement
$172,268Pt VII · Sec A
Senior Director of Payroll
$158,675Pt VII · Sec A
Director of Information Technology
$130,061Pt VII · Sec A
Program Director of Mental Health
$115,513Pt VII · Sec A
Director of Grants Management
$112,044Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
O'Dell Moreno Owens MD Mph———$895,907$365,770
Kate Schroder$295,578$279,918$271,477——
Patricia Ruwe$196,438$187,102$179,295$177,486$161,557
Ross Meyer$175,789$168,872$164,167$165,767$59,913
Ashlee Young$172,268$167,895$123,291——
Christine Bennett$158,675$153,253$148,934$148,179$128,708
Francie Wolgin———$100,633$158,469
Cliff Hastings$130,061$125,961$122,708$118,949$118,136

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Interact for Health executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes health equity across twenty counties in Ohio, Kentucky, and Indiana through community engagement, research, policy advocacy, and active grantmaking support.

Questions for Interact for Health

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Provided by the organization

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3 programs · $12.3M · in their own filed words · FY2024
01

Community grants are awarded in a competitive (including invited RFPS) grant process to the community primarily to improve health in our region by advancing health justice through community power building, policy & systems change, and improving mental health & WELL-BEING.NON-COMPETITIVE grants awarded include grants to 501(c)(3)…

$7.3Mprogram expense
02

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…

$2.7Mprogram expense
03

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…

$2.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 348 grants · $28.4M · 2020–2024
Working in NeighborhoodsOH · FY2024$300,000
Mindpeace CincinnatiOH · FY2024$300,000
1n5OH · FY2024$285,000
Forever Kings INCOH · FY2024$200,000
The Nasw Foundation INCDC · FY2024$175,000
Chnk Behavioral HealthKY · FY2024$175,000
Green UmbrellaOH · FY2024$170,000
From Fatherless to FearlessOH · FY2024$160,000
Renewport INCKY · FY2024$150,000
Women Helping WomenOH · FY2024$125,000
See all 348 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$5.7M
Ln 12
Investment incomeLn 3$5.7M
Money outPt IX
$13.4M
Ln 25
Programscol B$12.3M
Managementcol C$1.1M
Owns and owesPt X
$257.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$262.5M
LiabilitiesLn 26$4.7M
PeoplePt VI, VII
25
listed · VII A
PaidVII A9
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$5.7M
Gains on assetsLn 7$1.7M
Total revenueLn 12$5.7M
Assets in detailPt X, end of year
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$259.5M
Land, buildings, equipmentLn 10c$518K
Other assetsLn 15$1.2M
Total assetsLn 16$262.5M
LiabilitiesLn 26$4.7M
Net assetsLn 32$257.8M
OperationsPt I, VI
EmployeesI 526
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.1M$1.1M
InvestmentsLn 11–13$250.8M$259.5M
Land, buildings, equipmentLn 10c$588K$518K
Total assetsLn 16$254.1M$262.5M
LiabilitiesLn 26$4.1M$4.7M
Net assetsLn 32$250.0M$257.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$7.3M$7.3M
Pay of current officers, directors and key staffLn 5$1.0M$696K$324K
Other salaries and wagesLn 7$1.8M$1.5M$269K
Pension plan contributionsLn 8$201K$168K$33K
Other employee benefitsLn 9$234K$191K$43K
Payroll taxesLn 10$187K$150K$37K
Management feesLn 11a$98K$66K$32K
Legal feesLn 11b$21K$5K$17K
Accounting feesLn 11c$47K$47K
Investment management feesLn 11f$153K$153K
Other fees for servicesLn 11g$31K$21K$10K
Office expensesLn 13$59K$48K$11K
Information technologyLn 14$77K$64K$13K
OccupancyLn 16$310K$257K$53K
TravelLn 17$62K$57K$5K
Conferences, conventions and meetingsLn 19$137K$121K$16K
Depreciation, depletion and amortizationLn 22$122K$102K$21K
InsuranceLn 23$13K$7K$7K
Other expenses (24a–d)Ln 24$1.5M$1.5M$19K
All other expensesLn 24e$6K$5K$625
Total functional expensesLn 25$13.4M$12.3M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $5.7M$13.4M−$7.7M$257.8M 990 PDF
FY2023 $5.4M$13.5M−$8.1M$250.0M 990 PDF
FY2022 $11.3M$12.6M−$1.3M$243.9M 990 PDF
FY2021 $14.5M$12.6M$1.8M$271.8M 990 PDF
FY2020 $7.5M$8.9M−$1.4M$227.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $5,702,663 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $5,399,492$5,702,663
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,399,492$5,702,663
I-13 Grants and similar amounts paidPrior year $7,821,777$7,288,121
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,350,823$3,424,154
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,319,228$2,670,859
I-18 Total expensesPrior year $13,491,828$13,383,134
I-19 Revenue less expensesPrior year −$8,092,336−$7,680,471
Part VI · Governance 14 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,702,663 across 3 lines filed
VIII-3 Investment incomeUnrelated business $112,298 · Excluded from tax $3,896,741$4,009,039
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,693,624$1,693,624
VIII-12 Total revenueRelated to mission $0 · Unrelated business $112,298 · Excluded from tax $5,590,365$5,702,663
Part IX · Statement of functional expenses $13,383,134 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $7,288,121$7,288,121
IX-5 Pay of current officers, directors and key staffPrograms $695,951 · Management $323,628$1,019,579
IX-7 Other salaries and wagesPrograms $1,513,288 · Management $269,398$1,782,686
IX-8 Pension plan contributionsPrograms $167,927 · Management $32,689$200,616
IX-9 Other employee benefitsPrograms $191,288 · Management $43,210$234,498
IX-10 Payroll taxesPrograms $149,698 · Management $37,077$186,775
IX-11a Management feesPrograms $66,124 · Management $31,684$97,808
IX-11b Legal feesPrograms $4,565 · Management $16,889$21,454
IX-11c Accounting feesManagement $46,899$46,899
IX-11f Investment management feesManagement $153,473$153,473
IX-11g Other fees for servicesPrograms $20,753 · Management $10,029$30,782
IX-13 Office expensesPrograms $48,215 · Management $10,793$59,008
IX-14 Information technologyPrograms $63,569 · Management $13,020$76,589
IX-16 OccupancyPrograms $257,347 · Management $52,710$310,057
IX-17 TravelPrograms $57,289 · Management $4,568$61,857
IX-19 Conferences, conventions and meetingsPrograms $121,396 · Management $15,658$137,054
IX-22 Depreciation, depletion and amortizationPrograms $101,617 · Management $20,813$122,430
IX-23 InsurancePrograms $6,715 · Management $6,715$13,430
IX-24 Other expenses (24a–d)Programs $1,515,445 · Management $18,897$1,534,342
IX-24e All other expensesPrograms $5,051 · Management $625$5,676
IX-25 Total functional expensesPrograms $12,274,359 · Management $1,108,775 · Fundraising $0$13,383,134
Part X · Balance sheet $262,534,247 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,132,043$1,104,943
X-4 Accounts receivableStart of year $100,069$100,986
X-9 Prepaid expenses and deferred chargesStart of year $53,445$82,841
X-10c Land, buildings and equipment, netStart of year $588,428$518,286
X-11 Publicly traded securitiesStart of year $136,808,637$146,942,474
X-12 Other securitiesStart of year $113,971,687$112,543,564
X-15 Other assetsStart of year $1,448,153$1,241,153
X-16 Total assetsStart of year $254,102,462$262,534,247
X-17 Accounts payable and accrued expensesStart of year $193,956$240,091
X-18 Grants payableStart of year $2,413,165$3,155,454
X-25 Other liabilitiesStart of year $1,537,576$1,333,294
X-26 Total liabilitiesStart of year $4,144,697$4,728,839
X-27 Net assets without donor restrictionsStart of year $249,957,765$257,805,408
X-32 Total net assets or fund balancesStart of year $249,957,765$257,805,408
X-33 Total liabilities and net assetsStart of year $254,102,462$262,534,247
Part XI · Reconciliation of net assets $257,805,408 net assets at year end
XI-1 Total revenue$5,702,663
XI-2 Total expenses$13,383,134
XI-3 Revenue less expenses−$7,680,471
XI-4 Net assets at start of year$249,957,765
XI-5 Net unrealized gains (losses) on investments$15,528,114
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$257,805,408

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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