2023-11-14T13:50:54-06:00 2022-12-31 FORVIS LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2022-01-01 431880952 THE MISSOURI FOUNDATION FOR HEALTH % MARK SEEBECK MISS 3143455500 4254 VISTA AVENUE ST LOUIS MO 63110 MARK SEEBECK CHIEF FINANCIAL AND 3143455500 2023-11-15 true Mark Seebeck 999009999 Troy A Lindsey P01041237 3142315544 2023-11-15 2 2022 2023-04-26 12:10:37Z DWAYNE PROCTOR 4254 VISTA AVENUE ST LOUIS MO 63110 332309619 false X WWW.MFFH.ORG X 2000 MO TO ELIMINATE UNDERLYING CAUSES OF HEALTH INEQUITIES, TRANSFORM SYSTEMS AND ENABLE INDIVIDUALS AND COMMUNITIES TO THRIVE 13 13 61 13 7376962 301528 0 0 0 0 166955962 96417507 50018 432855 167005980 96850362 37746377 50502628 0 0 6548660 7370194 0 0 0 24022736 23601485 68317773 81474307 98688207 15376055 1491905029 1307558610 71514591 70480019 1420390438 1237078591 TO ELIMINATE UNDERLYING CAUSES OF HEALTH INEQUITIES, TRANSFORM SYSTEMS AND ENABLE INDIVIDUALS AND COMMUNITIES TO THRIVE false false 55517380 50502628 MFH AWARDED 194 GRANTS/CONTRACTS IN 2022 TO ORGANIZATIONS TO IMPROVE THE HEALTH OF MISSOURIANS IN OUR SERVICE AREA. A COMPLETE LISTING OF AWARDS BY FUNDING PROGRAM IS ATTACHED IN SCHEDULE I. 63499 OTHER PROGRAM SERVICES INCLUDES EXPENSES TO DEVELOP FUNDING PROGRAMS, PROCESS GRANT APPLICATIONS AND MANAGE GRANT AWARDS APPROVED BY THE BOARD OF DIRECTORS. 55580879 false false false false false false false false false true true false false false false false true false false true false false false false false false true false true false false false false false false false false false false false false true true true false false true 34 0 true 61 true true true false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false X MARK SEEBECK 3143455500 4254 VISTA AVENUE ST LOUIS MO 63110 DWAYNE PROCTOR PRESIDENT & CEO 40.0 5.0 X 489467 0 24078 JILL NOWAK CHIEF FINANCIAL & ADMINISTRATI 40.0 5.0 X 324882 0 56604 RYAN BARKER VP STATEGIC INITIATIVES 40.0 0.0 X 199321 0 51424 KATHLEEN HOLMES VP STATEGIC INITIATIVES 40.0 0.0 X 205789 0 43019 MARK SEEBECK SENIOR DIRECTOR FINANCE & ADMI 40.0 0.0 X 189548 0 36063 COURTNEY STEWART VP STRATEGIC INITIATIVES 40.0 0.0 X 190658 0 32296 SHELDON WEISGRAU VP HEALTH POLICY 40.0 0.0 X 175232 0 40321 AIMEE WEHMEIER SECRETARY 1.0 0.0 X X 0 0 0 ALAN BARNETTE TREASURER 1.0 0.0 X X 0 0 0 ASHANTI TATE DIRECTOR 1.0 0.0 X 0 0 0 BRIAN KINKADE DIRECTOR 1.0 0.0 X 0 0 0 BROOKS MILLER DIRECTOR 1.0 0.0 X 0 0 0 DARREL PFEIFAUF DIRECTOR 1.0 1.0 X 0 0 0 DONNA CHECKETT CHAIRPERSON 1.0 0.0 X X 0 0 0 EDGAR PAYANO DIRECTOR 1.0 0.0 X 0 0 0 ESTRELLA CARMONA DIRECTOR 1.0 0.0 X 0 0 0 JOAN BRAY DIRECTOR 1.0 1.0 X 0 0 0 KYLER SHERMAN WILKENS DIRECTOR 1.0 0.0 X 0 0 0 VETTA SANDERS THOMPSON VICE CHAIRPERSON 1.0 0.0 X X 0 0 0 1774897 0 283805 12 false true false CORNERSTONE PARTNERS 675 PETER JEFFERSON PKWY STE 160 CHARLOTTESVILLE VA 22911 INVESTMENT ADVISOR 2412501 NORTHERN TRUST 50 SOUTH LASALLE STREET CHICAGO IL 60603 INVESTMENT CUSTODIAN 287916 BETTY AND SMITH LLC 1818 N STREET NW WASHINGTON DC 20036 CONSULTANT 1537915 OPEN HEALTH 1113 MISSISSIPPI AVE SAINT LOUIS MO 63104 CONSULTANT 184670 RDL INSIGHTS 38335 9TH ST N ARLINGTON VA 22203 CONSULTANT 190221 10 0 0 9390929 7376962 2013967 0 0 0 0 0 322485835 235459257 87026578 87026578 87026578 0 0 0 0 0 0 0 0 0 MFH HQ, LLC INCOME 900099 55521 55521 MISCELLAENOUS REVENUE 900099 377334 377334 432855 96850362 7376962 89473400 50502628 50502628 0 0 0 895033 895033 0 4764522 2127359 2637163 403225 180040 223185 913615 407929 505686 393799 175831 217968 0 12476 12476 76005 76005 0 0 19902719 19902719 333920 88255 245665 107399 20800 86599 150406 66202 84204 370871 151766 219105 0 800001 357600 442401 172124 112567 59557 0 95046 39427 55619 97741 97741 0 36067 16104 19963 63664 19070 44594 DUES & MEMBERSHIPS 164071 99804 64267 PUBLICATIONS & COMM EDUCATION 1170658 1170658 CONVENTIONS & TRAINING 44298 44298 MISCELLANOUS EXPENSES 4019 541 3478 81474307 55580879 25893428 0 0 0 117095194 88619300 0 375000 89770 74266 0 0 0 0 0 0 0 0 195241 189914 19116932 1875481 17492910 17241451 77354715 63958606 1278251110 1134937651 1426089 2162422 0 0 0 0 1491905029 1307558610 5510208 4784108 56918283 60515613 0 380298 0 0 0 0 0 0 9086100 4800000 0 0 0 0 71514591 70480019 X 1420390438 1237078591 0 0 1420390438 1237078591 1491905029 1307558610 X 15376055 -201897240 3209338 X false true X true false 1628110 1628110 16847655 1502157 15345498 486386 373324 113062 154781 154781 17241451 HEDGE FUNDS 544922864 F PRIVATE EQUITY 526510100 F REAL ESTATE 63504687 F 1134937651 -124949597 -201897240 -201897240 76947643 19902719 19902719 96850362 58362250 58362250 19902719 3209338 23112057 81474307 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XII, LINE 4B AMOUNTS INCLUDED ON FORM 990 NOT INCLUDED ON FINANCIAL STATEMENTS: PRESENT VALUE ADJUSTMENT TO FUTURE GRANT COMMITMENTS $3,209,338 true Central America and the Caribbean 0 0 Investments 657483235 Europe (Including Iceland and Greenland) 0 0 Investments 3987869 0 0 0 0 661471104 661471104 true false true true true false SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING FOREIGN GRANT FUNDS: THE ORGANIZATION DID NOT MAKE ANY GRANTS OUTSIDE OF THE US. true SEE ATTACHED DETAIL 50502628 SEE ATTACHED DETAIL 171 125 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANT FUNDS: MISSOURI FOUNDATION FOR HEALTH (MFH) MAINTAINS DETAILED RECORDS OF ALL GRANTS AND CONTRACTS TO GOVERNMENT AGENCIES, ORGANIZATIONS, AND INDIVIDUALS. FUNDING PROGRAMS ARE APPROVED BY THE MFH BOARD OF DIRECTORS. AN APPLICANT ORGANIZATION'S ELIGIBILITY IS VERIFIED BY STAFF, AND THE APPLICANT'S RESPONSE IS EVALUATED. THE CEO CAN APPROVE ALL AWARDS WITH SOME EXCEPTIONS NEEDING APPROVAL BY THE BOARD. ON AWARD OF A GRANT, A CONTRACTUAL AGREEMENT IS ENTERED INTO BETWEEN MFH AND THE APPLICANT, NOW TERMED GRANTEE. THE USE OF GRANT FUNDS IS MONITORED BY STAFF THROUGH INTERIM REPORTS THAT MUST BE SUBMITTED BY THE GRANTEE TO CONTINUE TO RECEIVE SCHEDULED DISBURSEMENTS. MONITORING IS PERFORMED FROM BOTH A PROGRAMMATIC AND FINANCIAL VIEWPOINT TO ENSURE THAT OBJECTIVES ARE BEING MET AND THAT FUNDS ARE BEING SPENT ACCORDING TO THE PROJECT PLAN AND GRANT AWARD AGREEMENT. AT THE CONCLUSION OF THE GRANT, A FINAL REPORT IS REQUIRED FROM THE GRANTEE. THE FINAL REPORT PROVIDES PROGRAMMATIC OUTCOMES AS WELL AS A FINAL FINANCIAL REPORT THAT MUST BE SUPPORTED BY APPROPRIATE RECEIPTS/DOCUMENTATION. X true true X X X X X false false false false false false false false false DWAYNE PROCTOR PRESIDENT & CEO 473800 0 288 0 15379 0 22974 0 1104 0 513545 0 JILL NOWAK CHIEF FINANCIAL & ADMINISTRATI 320245 0 288 0 4349 0 24073 0 32531 0 381486 0 COURTNEY STEWART VP STRATEGIC INITIATIVES 190120 0 285 0 253 0 16218 0 16078 0 222954 0 KATHLEEN HOLMES VP STATEGIC INITIATIVES 203581 0 997 0 1211 0 17425 0 25594 0 248808 0 MARK SEEBECK SENIOR DIRECTOR FINANCE & ADMI 187154 0 1707 0 687 0 15712 0 20351 0 225611 0 RYAN BARKER VP STATEGIC INITIATIVES 197347 0 1707 0 267 0 16540 0 34884 0 250745 0 SHELDON WEISGRAU VP HEALTH POLICY 173981 0 285 0 966 0 14867 0 25454 0 215553 0 SCHEDULE J, PART I, LINE 1A DWAYNE PROCTOR WAS PROVIDED A HOUSING BENEFIT; ALL EXPENSES PAID WERE TREATED AS TAXABLE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE CFAO AND SENIOR DIRECTOR OF FINANCE REVIEW THE FORM 990 COMPLETELY AFTER SUPPLIED IN DRAFT FORM BY THE EXTERNAL TAX PREPARER. THE CEO REVIEWS THE FORM AFTER THE CFAO'S REVIEW IS COMPLETE. AFTER MANAGEMENT'S REVIEW IS COMPLETE, THE FORM 990 IS PLACED IN A BOARD ACCESSIBLE PORTAL PRIOR TO FILING. BOARD MEMBERS ARE NOTIFIED WHEN THIS OCCURS AND THAT THE RETURN IS AVAILABLE FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST MONITORING: ALL BOARD MEMBERS, COMMUNITY ADVISORY COUNCIL MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY, AND UPDATE AS REQUIRED THROUGHOUT THE YEAR. ANY POTENTIAL CONFLICTS ARE REVIEWED BY STAFF. A CURRENT SUMMARY OF POTENTIAL CONFLICTS IS MAINTAINED AND BROUGHT TO PROGRAMMATIC STRATEGY COMMITTEE MEETINGS AND BOARD MEETINGS AT WHICH FUNDING DECISIONS ARE DISCUSSED AND/OR MADE. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION DETERMINATION PROCESS: CEO COMPENSATION DECISION IS BASED ON COMPARABLE MARKET DATA FROM SEVERAL RELIABLE SOURCES. THE 2022 DECISION WAS MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 OTHER DOCUMENTS AVAILABLE TO THE PUBLIC: MISSOURI FOUNDATION FOR HEALTH PROVIDES ACCESS TO REQUESTED DOCUMENTS (INCLUDING GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS) TO THE PUBLIC UPON REQUEST. DOCUMENTS ARE MADE AVAILABLE FOR REVIEW OR COPIES ARE PROVIDED TO THE REQUESTOR, WHICHEVER THE REQUESTOR PREFERS. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: PRESENT VALUE ADJUSTMENT TO FUTURE GRANT COMMITMENTS $3,209,338 FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS: THE BYLAWS OF THE ORGANIZATION WERE AMENDED DURING THE YEAR TO REFLECT VARIOUS CHANGES TO GOVERNANCE PROCESSES AND STANDING COMMITTEES. FORM 990, PART VI, SECTION B, LINE 15B OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION DETERMINATION PROCESS: COMPENSATION DECISIONS FOR KEY EMPLOYEES ARE MADE BY THE PRESIDENT AND CEO AND ARE BASED ON MARKET DATA FROM SEVERAL RELIABLE SOURCES, AS WELL AS AN ANNUAL PERFORMANCE REVIEW PROCESS. MFH HQ LLC 4254 VISTA AVE SAINT LOUIS MO 63010 832641041 BUILDINGS MO 55521 19038548 MFH BUILD MISSOURI HEALTH 4254 VISTA AVE SAINT LOUIS MO 63010 832641644 LEVERAGE LEND MO 501(C)(3) 7 MFH true false true false false false false false false false false false false false true true false false false false BUILD MISSOURI HEALTH B 120099 CASH BUILD MISSOURI HEALTH O 20000 ACTUAL EXPENSES