Civic Intelligence

Midwest Health Initiative

EIN 30-0491563 • 501(c)3 • St Louis, MO

Profile

To provide a forum where trusted information and shared responsibility are used to improve health and the quality and affordability of health care.

8888 Ladue Rd 250St Louis, MO 63124

www.midwesthealthinitiative.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

95th percentile

$171,082

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

10th percentile

-29%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-32%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$295,303

Down $119,721 (-29%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$295,303

Down $119,721 (-29%) from 2024

Revenue

Down

$534,337

Down $250,856 (-32%) from 2024

Expenses

Up

$654,058

Up $9,093 (+1.4%) from 2024

Net Income

Down

-$119,721

Down $259,949 (-185%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $990,892Liabilities 2011: $0Net Assets 2011: $990,8922011Assets 2012: $1,109,865Liabilities 2012: $0Net Assets 2012: $1,109,8652012Assets 2013: $872,496Liabilities 2013: $0Net Assets 2013: $872,4962013Assets 2014: $1,511,396Liabilities 2014: $0Net Assets 2014: $1,511,3962014Assets 2015: $1,198,613Liabilities 2015: $0Net Assets 2015: $1,198,6132015Assets 2016: $921,868Liabilities 2016: $0Net Assets 2016: $921,8682016Assets 2017: $561,497Liabilities 2017: $0Net Assets 2017: $561,4972017Assets 2018: $506,614Liabilities 2018: $0Net Assets 2018: $506,6142018Assets 2019: $360,644Liabilities 2019: $0Net Assets 2019: $360,6442019Assets 2020: $152,904Liabilities 2020: $0Net Assets 2020: $152,9042020Assets 2021: $213,705Liabilities 2021: $0Net Assets 2021: $213,7052021Assets 2022: $297,432Liabilities 2022: $0Net Assets 2022: $297,4322022Assets 2023: $274,796Liabilities 2023: $0Net Assets 2023: $274,7962023Assets 2024: $415,024Liabilities 2024: $0Net Assets 2024: $415,0242024Assets 2025: $295,303Liabilities 2025: $0Net Assets 2025: $295,3032025

Highlighted filing

2025

Assets$295,303
Liabilities$0
Net Assets$295,303

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $215,0402011Expenses 2012: $318,5882012Expenses 2013: $396,8032013Revenue 2014: $1,324,491Expenses 2014: $685,592Net Income 2014: $638,8992014Revenue 2015: $228,116Expenses 2015: $540,899Net Income 2015: -$312,7832015Revenue 2016: $343,556Expenses 2016: $620,301Net Income 2016: -$276,7452016Revenue 2017: $420,236Expenses 2017: $780,607Net Income 2017: -$360,3712017Revenue 2018: $671,466Expenses 2018: $726,349Net Income 2018: -$54,8832018Revenue 2019: $539,355Expenses 2019: $685,325Net Income 2019: -$145,9702019Revenue 2020: $537,041Expenses 2020: $744,781Net Income 2020: -$207,7402020Revenue 2021: $644,079Expenses 2021: $583,278Net Income 2021: $60,8012021Revenue 2022: $766,326Expenses 2022: $682,599Net Income 2022: $83,7272022Revenue 2023: $687,222Expenses 2023: $709,858Net Income 2023: -$22,6362023Revenue 2024: $785,193Expenses 2024: $644,965Net Income 2024: $140,2282024Revenue 2025: $534,337Expenses 2025: $654,058Net Income 2025: -$119,7212025

Highlighted filing

2025

Revenue$534,337
Expenses$654,058
Net Income-$119,721

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.53$0.65$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.79$0.64$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.69$0.71$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.77$0.68$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.64$0.58$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.54$0.74$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.54$0.69$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.67$0.73$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.42$0.78$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.34$0.62$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.23$0.54$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.32$0.69$0.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jan 28, 2026
Return Version
2024v5.2
Gross Receipts
$534,337
Mission and Program Overview

Mission

To provide a forum where trusted information and shared responsibility are used to improve health and the quality and affordability of health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$378,538$257,374▼ $121,164
Savings and Temporary Cash Investments$36,486$37,929▲ $1,443
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$415,024$295,303▼ $119,721
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$415,024$295,303▼ $119,721
Total Net Assets Fund Balance$415,024$295,303▼ $119,721
Total Liabilities and Net Assets / Fund Balance$415,024$295,303▼ $119,721
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kelci HannanResearch Director$122,761$122,761
Dave HeatonPharmacy Director$104,569$104,569

Board Members and Trustees

NameTitle
Linda BradyChair
Beverly PropstImm. Past Chair
Laurel PickeringPresident & CEO
Allison Rajaratnam Mph CphDirector
Bob Pendleton MdDirector
Chip Chambers Md MphDirector
Dave ThompsonDirector
Dave TobenDirector
ERIC ARMBRECHT PhD MSDirector
Edward Ellerbeck Md MphDirector
Heidi Miller MdDirector
Jake EricksonDirector
John LydayDirector
Kirk MathewsDirector
Mark DaltonDirector
Louise ProbstExecutive Director
Dave CookMember-at-Large
Jc McwilliamsMember-at-Large
John ZieglerMember-at-Large

Highest Paid Contractors

ContractorServicesLocationCompensation
Milliman Solutions LLCData Services And Consult1301 FIFTH AVE ST 3800, Seattle, WA 98101$324,500
Revenue and Support

Revenue Composition

Contributions and Grants
$354,275
Program Service Revenue
$173,500
Investment Income
$6,562
Other Revenue
$0
All Other Contributions
$254,275
Change in Net Assets
$-119,721

Audited Revenue Reconciliation

Revenue per Audited Statements
$534,337
Total Revenue per Audited Statements
$534,337
Total Revenue per Form 990
$534,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$457,545
Salaries, Compensation, and Employee Benefits$196,513
Total Fundraising Expense$5,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$190,618-$5,895$196,513
Other Expenses$15,035$75,000-$15,035
All Other Expenses$9,705--$9,705
Fees for Services Accounting$3,400$3,400-$6,800
Fees for Services Other$3,141$3,142-$6,283
Fees for Services Legal$2,150$2,150-$4,300
Total Functional Expenses$564,471$83,692$5,895$654,058

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$654,058
Total Expenses per Audited Statements$654,058
Total Expenses per Form 990$654,058
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Copies of the form 990 are distributed by email to all board members for review before filing.

Form 990, Part VI, Section C, Line 19

Mhi makes its governing documents available upon request.

Filing and Contact Details

Filer

Filer Name
Midwest Health Initiative
EIN
30-0491563
Phone
3147217800
Address
8888 LADUE RD 250, ST LOUIS, MO 63124

Signing Officer

Name
Laurel Pickering
Title
President & CEO
Signed
2026-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurel Pickering
Formed
2008
Legal Domicile
Mo
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
20

Preparer

Firm
FEW CPAs
Address
6240 S Lindbergh Suite 101, St Louis, MO 63123
Preparer
Jennifer Heim
Phone
3148457999
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

Mhi did not change oversight process or selection process during the tax year.

Financial Statement Notes

Part X : FIN48 Footnote

The Organization is exempt from income taxes pursuant to section 501(c)(3) of the Internal Revenue Service Code. Therefore, no provision is made for taxes on income.The Organization adopted the provisions of Accounting for Uncertainty in Income Taxes on January 1, 2012. The adoption of that guidance resulted in no change to the financial statements for prior periods. As of April 30, 2025, no amounts have been recognized for uncertain tax positions. The Organization's tax returns filed for 2021 and prior are closed.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm20ERIC ARMBRECHT PhD MS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2RESEARCH DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PHARMACY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4Imm. Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Member-at-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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IRS990/MissionDesc0TO PROVIDE A FORUM WHERE TRUSTED INFORMATION AND SHARED RESPONSIBILITY ARE USED TO IMPROVE HEALTH AND THE QUALITY AND AFFORDABILITY OF HEALTH CARE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION SHARING WITH PROVIDERS, PLANS, AND OTHER PARTNERSMHI shares information with providers on how care utilized by their attributed population compares to that of others. It also convenes community partners to share information and align actions toward improvement. During this period, MHI produced market share reports to inform its partners of the healthcare market in St. Louis. These analyses report on inpatient and outpatient facility services, total knee and hip replacement volume and outcomes. These are accessible on MHIs website by Champions for Health Care Value. MHI also began an event series called Community Connections to engage primary care providers directly in conversation and convene purchasers and plans for these discussions. MHI hosted two events, focused on Integrating Behavioral Health into Primary Care and Addressing Chronic Disease through Lifestyle Medicine.
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IRS990/ProgSrvcAccomActy3Grp/Desc0INFORMATION SHARING WITH THE PUBLICMHI supports the public with insights via reports and websites. The St. Louis Health Stats, a community scorecard, offers employers and the broader public relevant benchmarks from which to compare the results for their population with the regions larger commercial population. The scorecard products were expanded to Kansas City and Springfield to provide similar benchmarking metrics to other metropolitan areas in Missouri and call attention to any location-specific disparities. MHI also produced an infographic about commercially insured patients with a mental health diagnosis. This was shared at a community forum in the spring 2025 and is also housed on MHIs website.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MHI'S MISSION IS TO PROVIDE A FORUM WHERE TRUSTED INFORMATION AND SHARED RESPONSIBILITY ARE USED BY THOSE THAT PROVIDE, PAY FOR, AND USE HEALTH CARE TO IMPROVE HEALTH AND THE QUALITY AND AFFORDABILITY OF CARE. THE ORGANIZATION IS GOVERNED BY A MULTI-STAKEHOLDER BOARD WHICH REPRESENTS THE DIVERSE INTEREST OF MISSOURIANS, AND IT RECEIVES SUPPORT FROM A WIDE RANGE OF CONSTITUENTS ACROSS MISSOURI AND BEYOND.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
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