Nonprofit · EIN 20-0167282
HEALTH FORWARD FOUNDATION
Tax-exempt · KANSAS CITY, MO 64108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $45,105,484 | $51,303,039 | -$6,197,555 | $944,651,494 | $15,551,809 | $929,099,685 |
| December 31, 2023 | 990 | $20,187,873 | $50,327,425 | -$30,139,552 | $905,273,400 | $18,116,885 | $887,156,515 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,475,360
- Program service revenue
- $0
- Investment income
- $43,630,124
- Net gain from sales of assets
- $26,737,347
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $27,846,208
- Compensation of officers, directors and key employees
- $2,101,449
- Other salaries and wages
- $3,663,189
- Salaries, compensation and benefits (total)
- $6,712,339
- Professional fundraising fees
- $0
- Legal fees
- $468,689
- Accounting fees
- $94,262
- Occupancy
- $368,997
- Travel
- $65,488
- Depreciation
- $88,151
- Program services (functional)
- $37,959,247
- Management and general (functional)
- $13,343,792
Balance sheet and other
- Total assets, start of year
- $905,273,400
- Total assets, end of year
- $944,651,494
- Total liabilities, end of year
- $15,551,809
- Net assets, end of year
- $929,099,685
- Land, buildings and equipment
- $1,832,844
- Publicly traded securities
- $596,396,288
- Net assets without donor restrictions
- $929,099,685
- Gross unrelated business income
- $1,052,599
- Gross receipts
- $143,285,110
- Employees
- 51
- Volunteers
- 19
- Year formed
- 2003
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| QIANA THOMASON | PRESIDENT/CEO Officer | 40 | $545,477 | $71,220 |
| CHRISTIE ZARKOVICH | CAFIO/ASST TREASURER Officer | 40 | $432,670 | $56,718 |
| MCCLAIN BRYANT MACKLIN | VP OF POLICY & IMPACT/ASST SECRETARY Officer | 40 | $249,303 | $61,230 |
| EUSEBIO DIAZ | VP SLC & ASST SECRETARY Officer | 40 | $225,273 | $44,654 |
| BRENDA CALVIN | CHIEF OPERATIONS OFFICER Officer | 40 | $220,025 | $22,800 |
| JENNIFER SYKES | DIR. OF COMMUNICATIONS & NARRATIVE Highest-paid employee | 40 | $154,717 | $51,686 |
| TERESA TOAL | DIRECTOR OF TALENT & ADMIN Highest-paid employee | 40 | $162,000 | $44,132 |
| ANGELIQUE WILLIAMS | DIRECTOR OF ORG. LEARNING & CULTURE Highest-paid employee | 40 | $153,217 | $51,541 |
| HAYAT ABDULLAHI | DIRECTOR OF COMMUNITY IMPACT Highest-paid employee | 40 | $156,110 | $29,092 |
| JENNIFER TIDWELL | IMPACT STRATEGIST Highest-paid employee | 40 | $145,452 | $21,502 |
| LYNETTE WHEELER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DRED SCOTT | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KENT HAWKINS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| IRENE CAUDILLO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ERICA BRICE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACEY DANIELS-YOUNG | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM DUNCAN | BOARD MEMBER Trustee or director | 1 | $0 |
| ED ELLERBECK | BOARD MEMBER Trustee or director | 1 | $0 |
| NED HOLLAND | BOARD MEMBER Trustee or director | 1 | $0 |
| NAIOMI JAMAL | BOARD MEMBER Trustee or director | 1 | $0 |
| GEOFF JOLLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SIOBHAN MCLAUGHLIN LESLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| NIKKI NEWTON | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREA PERDOMO-MORALES | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM PRYDE | BOARD MEMBER Trustee or director | 1 | $0 |
| LISSE REGEHR | BOARD MEMBER Trustee or director | 1 | $0 |
| AWAIS SUFI | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY TRAFTON | BOARD MEMBER Trustee or director | 1 | $0 |
| KIA WALSH | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| QIANA THOMASON | PRESIDENT/CEO Officer | 40 | $479,667 | $66,157 |
| CHRISTIE ZARKOVICH | CAFIO/ASST TREASURER Officer | 40 | $343,280 | $50,994 |
| MCCLAIN BRYANT MACKLIN | VP OF POLICY & IMPACT/ASST SECRY Officer | 40 | $235,135 | $56,293 |
| EUSEBIO DIAZ | VP STRATEGY LEARNING & COMMUNICATIONS/ASST SECRY Officer | 40 | $216,696 | $38,434 |
| ANGELIQUE WILLIAMS | DIRECTOR OF ORG. LEARNING & CULTURE Highest-paid employee | 40 | $147,860 | $47,504 |
| JENNIFER SYKES | DIRECTOR OF COMMUNICATIONS & NARRATIVE CHANGE Highest-paid employee | 40 | $147,396 | $47,020 |
| JANE MOSLEY | DIRECTOR OF IMPACT LEARNING & RESEARCH Highest-paid employee | 40 | $151,509 | $35,145 |
| BRENDA CALVIN | CHIEF OF STAFF Highest-paid employee | 40 | $154,038 | $16,230 |
| HAYAT ABDULLAHI | DIRECTOR OF COMMUNITY IMPACT Highest-paid employee | 40 | $139,949 | $25,983 |
| IRENE CAUDILLO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NIKKI NEWTON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GEOFF JOLLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KENT HAWKINS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STACEY DANIELS-YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIM DUNCAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ED ELLERBECK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NED HOLLAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NAIOMI JAMAL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SIOBHAN MCLAUGHLIN LESLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM PRYDE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LISSE REGEHR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DRED SCOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AWAIS SUFI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TERRY TRAFTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LYNETTE WHEELER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2300 MAIN SUITE 304, KANSAS CITY, MO 64108-2416
- In care of
- % STEVE ROLING
- Principal officer (990 for 2024)
- QIANA THOMASON, 2300 MAIN STREET SUITE 304, KANSAS CITY, MO 64108
- Signed the 990
- ANTHONY LLOYD, CFO
- Phone
- (816) 241-7006
- Website
- WWW.HEALTHFORWARD.ORG
- Return prepared by
- RUBINBROWN LLP
Mission
HEALTH FORWARD FOUNDATION'S MISSION IS TO ACHIEVE HEALTH EQUITY AND SECURE A FAIR AND JUST REGION THROUGH LEADERSHIP, ADVOCACY, AND RESOURCES.
Program accomplishments
- FOUR PURPOSE AREAS: HEALTH FORWARD'S NEW PURPOSE AREAS INCLUDE: PEOPLE, WHICH SEEKS TO CENTER EQUITY AND REMOVE BARRIERS IN THE HEALTH CARE SYSTEM; POWER, WHICH FOCUSES ON ADVANCING CIVIC ENGAGEMENT, AMPLIFYING COMMUNITY-DRIVEN MOVEMENTS, AND SUPPORTING COMMUNITY-BASED NONPROFITS; PLACE, WHICH FOCUSES ON TWO INFLUENTIAL SOCIAL FACTORS: HOUSING AND DIGITAL ACCESS; AND PLATFORM, WHICH FOCUSES ON ADVANCING RACIAL EQUITY AND ECONOMIC INCLUSION IN SYSTEMS, POLICIES AND STORIES.Expenses $36,491,271 · grants $26,768,598
- PROGRAMMATIC INVESTMENTS: HEALTH FORWARD PROVIDED LOW-INTEREST RATE LOANS TO NONPROFIT ORGANIZATIONS THAT HAVE A STRONG TRACK RECORD OF CONSTRUCTING SAFE AND AFFORDABLE HOUSING IN ECONOMICALLY EXCLUDED COMMUNITIES.Expenses $869,280 · grants $637,610
- HEALTH SCIENCES PATHWAY: HEALTH FORWARD ESTABLISHED THE HEALTH SCIENCES PATHWAYS FUND. THIS BOARD DESIGNATED FUND PROVIDED GRANTS TO GROW AND SUPPORT PATHWAYS FOR PEOPLE UNDERREPRESENTED IN THE HEALTH PROFESSION TO STRENGTHEN THE REGIONS' HEALTH CARE WORKFORCE IN SERVICE TO HEALTH FORWARD'S COMMUNITIES OF FOCUS WITH A GOAL TO ELIMINATE HEALTH DISPARITIES AND FOSTER ECONOMIC INCLUSION.Expenses $598,696 · grants $440,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0167282
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $944,651,494
- Income (IRS master file)
- $143,285,110
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $45,105,484 | $51,303,039 | $944,651,494 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $20,187,873 | $50,327,425 | $905,273,400 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $180,098,421 | $43,715,710 | $837,930,529 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0167282).
Questions about HEALTH FORWARD FOUNDATION
- What is the EIN of HEALTH FORWARD FOUNDATION?
- The employer identification number (EIN) of HEALTH FORWARD FOUNDATION is 20-0167282.
- Is HEALTH FORWARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to HEALTH FORWARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does HEALTH FORWARD FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEALTH FORWARD FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH FORWARD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEALTH FORWARD FOUNDATION?
- The 990 for the year ended December 31, 2024 names QIANA THOMASON.
- Who are the officers and directors of HEALTH FORWARD FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 29 people; 10 received compensation from the organization, the highest $545,477 (QIANA THOMASON, PRESIDENT/CEO).
- How much revenue does HEALTH FORWARD FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $45,105,484, expenses of $51,303,039 and total assets of $944,651,494 at year end.
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