2024-11-15T16:13:06-06:00 2023-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2023-01-01 465714524 MENTAL HEALTH LEADERSHIP INITIATIVE INC C/O VERDOLINO & LOWEY PC MENT 7322904255 124 WASHINGTON ST 101 FOXBOROUGH MA 02035 KEITH D LOWEY TREASURER 5085431720 2024-11-15 1 0 HEATHER MEDEIROS CPA P00458639 5085431720 2023 2024-10-15 13:58:12Z DBA THE KENNEDY FORUM REBECCA BAGLEY PO BOX 573 BRIGANTINE NJ 08203 5229099 0 X WWW.THEKENNEDYFORUM.ORG X 2014 DE SEE PAGE 2, PART III, LINE 1. 3 1 26 0 0 0 968040 5223504 0 0 127523 5595 0 0 1095563 5229099 0 0 0 0 1816353 2275321 0 0 235354 858358 3292637 2674711 5567958 -1579148 -338859 1454943 1186113 251806 290038 1203137 896075 X FORMED IN 2014, MENTAL HEALTH LEADERSHIP INITIATIVE, INC. (MHLI) - DBA "THE KENNEDY FORUM" - WAS FOUNDED TO ADVANCE EVIDENCE-BASED PRACTICES, POLICIES, AND PROGRAMMING FOR THE TREATMENT OF MENTAL HEALTH AND ADDICTION; UNITE ADVOCATES, BUSINESS LEADERS, AND GOVERNMENT AGENCIES IN DEVELOPING AN INTEGRATED SYSTEM OF CARE; AND ADVOCATE FOR THOSE LIVING WITH MENTAL HEALTH AND SUBSTANCE USE CHALLENGES.THE KENNEDY FORUM SEEKS TO IMPROVE THE U.S. HEALTH CARE SYSTEM BY: - PUSHING FOR FULL IMPLEMENTATION AND ENFORCEMENT OF THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008. - IDENTIFYING AND ADVANCING STANDARDIZED CLINICAL PRACTICES AND EVIDENCE-BASED MEASUREMENT TOOLS THAT WILL IMPROVE PATIENT CARE AND OUTCOMES. - UTILIZING SOCIAL DETERMINANTS OF HEALTH, PROMOTING INNOVATIVE CARE MODELS AND BETTER COORDINATION OF SERVICES. 0 0 2417555 PARTNERSHIPS: KENNEDY FORUM ILLINOIS - THE KENNEDY FORUM ILLINOIS LLC (TKFI), FORMALIZED IN 2016, IS A SINGLE MEMBER LLC (A DISREGARDED ENTITY FOR TAX PURPOSES) OF MHLI.FOUNDED BY ILLINOIS CIVIC LEADERS AND PATRICK J. KENNEDY, TKFI WORKS TO ADVANCE THE KENNEDY FORUM MISSION IN ILLINOIS. PRIORITIES INCLUDE FIGHTING STIGMA AND DISCRIMINATION THROUGH HIGH-IMPACT COMMUNCIATIONS; (CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS)ENHANCING THE UNDERSTANDING OF MENTAL HEALTH DISORDERS AMONG THE GENERAL PUBLIC THROUGH TARGETED OUTREACH AND EDUCATION; AND DEVELOPING STRONG STATE POLICY RESPONSES TO MHSUD PARITY AND EQUITY WITH THE ULTIMATE GOAL OF HAVING ILLINOIS SERVE AS A MODEL PARITY STATE.SPECIFIC INITIATIVES ACHIEVED IN 2023 INCLUDE: -TKF LED INITIATIVES TO FOCUS ON THE PASSING OF THE HEALTHCARE PROTECTION ACT IN ILLINOIS, SIGNED INTO LAW BY GOVERNOR J.B. PRITZKER IN JULY, 2024. THE ACT BANS HARMFUL PRACTICES LIKE STEP THERAPY, REMOVES THE NEED FOR PRIOR AUTHORIZATION FOR MENTAL HEALTHCARE CRISES, ELIMINATES JUNK INSURANCE PLANS, AND CURTAILS UNCHECKED RATE INCREASES FOR LARGE GROUP INSURANCE COMPANIES. IT ALSO EXTENDS THE BAN ON UNCHECKED INSURANCE RATE INCREASES TO LARGE GROUP PLANS IN ILLINOIS ENSURING ACCESS TO AFFORDABLE CARE. TKF ASSISTED COOK COUNTY DEPARTMENT OF BEHAVIORAL HEALTH WITH INITIAL STAGES OF A STRATEGIC PLAN. INITIALLY, TKF HELD SEVERAL MEETINGS TO MEET WITH REPRESENTATIVES OF A VARIETY OF BEHAVIORAL HEALTH STAKEHOLDERS IN COOK COUNTY AND THEN RESEARCHED AND DEVELOPED A LANDSCAPE ANALYSIS OF THE CURRENT STATE OF BEHAVIORAL HEALTH. TKF DEVELOPED A STRATEGY TO OPERATIONALIZE THE CHICAGO DEPARTMENT OF PUBLIC HEALTH'S (CDPH) COMMUNITY HEALTH HUB VISION, WHILE FOCUSING IN ON HELPING CDPH BUILD CAPACITY AND EXPAND REACH IN PARTS OF THE CITY WHERE IT IS NEED, INCLUDING LEVERAGING COMMUNITY PARTNERS, OTHER CITY AGENCY PARTNERS, CCH, AND THE STATE.TKFI RAISED $783,843 IN 2023 IN SUPPORT OF ITS INITIATIVES. THE KENNEDY FORUM'S CALIFORNIA INITIATIVE - THE KENNEDY FORUM, IN PARTNERSHIP WITH THE STEINBERG INSTITUTE, MADE SUBSTANTIAL PROGRESS TOWARD IMPROVING COVERAGE OF MENTAL HEALTH AND ADDICTION TREATMENT AND INSURER COMPLIANCE WITH CALIFORNIA STATE AND FEDERAL PARITY LAWS. AFTER THE 2020 ENACTMENT OF LEGISLATION REQUIRING STATE-REGULATED COMMERCIAL HEALTH PLANS TO MAKE COVERAGE DETERMINATIONS CONSISTENT WITH GENERALLY ACCEPTED STANDARDS OF CARE, THE KENNEDY FORUM, STEINBERG INSTITUTE, AND OTHER STAKEHOLDERS WORKED WITH THE CALIFORNIA DEPARTMENT OF INSURANCE AND THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE TO ENSURE SUCCESSFUL IMPLEMENTATION OF THE LAW. IN 2023, BOTH DEPARTMENTS PUT FORWARD DRAFT REGULATIONS TO HELP IMPLEMENT THIS LEGISLATION - A SIGNIFICANT STEP FORWARD. THE KENNEDY FORUM LED EXTENSIVE COALITION LETTERS COMMENTING ON THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE'S (DMHC) PROPOSED FINAL REGULATIONS ON SB 855 (WIENER, 2021) THROUGHOUT FOUR COMMENT PERIODS. THE LETTERS REFLECT TWO YEARS OF ENGAGING THE DMHC TO ENSURE HEALTH PLAN COMPLIANCE WITH THE LAW SO CONSUMERS ARE ABLE TO ACCESS THE MHSUD SERVICES WHICH SB 855 REQUIRES. MUCH OF THE PROPOSED REGULATIONS INCORPORATED THE KENNEDY FORUM'S RECOMMENDATIONS.THE KENNEDY FORUM CONTINUED TO WORK WITH THE STEINBERG INSTITUTE AND OTHER ADVOCATES ON THE IMPLEMENTATION OF LEGISLATION TO SUCESSFULLY IMPLEMENT 988, THE NEW NATIONWIDE MENTAL HEALTH CRISIS AND SUICIDE PREVENTION LIFELINE IN CALIFORNIA. THIS LEGISLATION PASSED THE ASSEMBLY IN 2021. THE IMPLEMENTATION OF THIS LEGISLATION CONTINUED THROUGH ENGAGEMENT WITH STATE DEPARTMENTS AND AGENCIES CONTINUED THROUGH 2023, INCLUDING THE CALIFORNIA HEALTH AND HUMAN SERVICES AGENCY, WHO LAUNCHED ITS STATE 988 ADVISORY GROUP WHICH THE KENNEDY FORUM ENGAGED THROUGHOUT 2023. THE REPORT IS DUE TO THE STATE LEGISLATURE BY END OF 2024. ADDITIONALLY, IN 2023, THE KENNEDY FORUM CONTINUED TO LEAD CALIFORNIA PARTNERS IN WORKING TO MORE EFFECTIVELY INTEGRATE MENTAL HEALTH AND ADDICTION PARITY REVIEWS INTO ONGOING BEHAVIORAL HEALTH INVESTIGATIONS BEING CONDUCTED BY THE DEPARTMENT OF MANAGED HEALTH CARE. THE KENNEDY FORUM CONTINUED ITS ADVOCACY ON THE BEHAVIORAL HEALTH INVESTIGATIONS IN 2023 BY ENGAGING BOTH REGULATORY EFFORTS ON HEALTH PLAN REPORTING AND DATA COLLECTION FOR PLANS SURVEYED IN 2023. THE KENNEDY FORUM ALSO LED A LETTER COMMENTING ON THE DEPARTMENT'S PROPOSED NQTL COMPARATIVE ANALYSIS TEMPLATE, ENCOURAGING DMHC TO ADOPT COMPREHENSIVE TEMPLATES LIKE THOSE USED IN OR, NY, IL, AND OH TO REVIEW PLAN COMPLIANCE WITH STATE AND FEDERAL PARITY LAWS AND TO INCORPORATE THESE TEMPLATES INTO ITS SPECIAL BEHAVIORAL HEALTH INVESTIGATIONS.IN OCTOBER 2023, THE KENNEDY FORUM PLAYED AN INTEGRAL ROLE IN PLANNING, EXECUTING, AND TESTIFYING ON HEALTH PLAN COMPLIANCE WITH STATE AND FEDERAL PARITY LAWS AND REGULATOR ACTION AROUND COMPLIANCE DURING A SENATE SELECT COMMITTEE ON MENTAL HEALTH AND ADDICTION HEARING ON THE CALIFORNIA MENTAL HEALTH CRISIS. THE HEARING RESULTED IN A DETAILED LETTER FROM THE LEGISLATURE INVESTIGATING REGULATOR ACTIONS TO ENSURE PARITY COMPLIANCE OF STATE REGUATED HEALTH PLANS.THE KENNEDY FORUM ALSO SERVED AS AN EXPERT WITNESS ON INSURANCE COVERAGE FOR THE CALIFORNIA SENATE'S FENTANYL WORKING GROUP, TESTIFYING AND SUBMITTING POLICY RECOMMENDATIONS ON INSURANCE COVERAGE AND POLICY RECOMMENDATIONS TO REDUCE FENTANYL HARMS.ALSO IN 2023, ALONGSIDE THE NATIONAL UNION OF HEALTHCARE WORKERS, THE KENNEDY FORUM SUBMITTED COMMENTS ON DMHC'S PROPOSED ALL-PLAN LETTER REGARDING STANDARDS FOR PROVIDER FOLLOW-UP APPOINTMENT STANDARDS.2023 POLICY ACCOMPLISHMENTS INCLUDE: - CONVENING LEADERSHIP: KSCMHE HOSTED A FIVE-PART VIRTUAL ROUNDTABLE WEBINAR SERIES ENTITLED CRIMINAL JUSTICE AND EQUITY: BRIDGING THE GAPS. THIS SERIES HOSTED OVER A HUNDRED EXPERTS AND STAKEHOLDERS WITH FOCUS AREAS OF POLICY IMPLEMENTATION AND DATA USE; BEHAVIORAL HEALTH EQUITY AND INCARCERATION; TRAUMA INFORMED SYSTEMS FOR JUSTICE INVOLVED POPULATIONS; RE-ENTRY PROGRAMS AND REDUCING RECIDIVISM; AND HOUSING ACCESS AND ENVIRONMENTAL SUPPORT SYSTEMS. THESE ROUNDTABLES RESULTED IN RECOMMENDATIONS PUBLISHED ON THE KSCMHE WEBSITE ALONG WITH ROUNDTABLE RECORDINGS FOR PUBLIC VIEWING. - THE KENNEDY FORUM'S YOUTH, SCHOOL AND FAMILY MENTAL HEALTH PARTNERSHIP EFFORTS: THE KENNEDY FORUM LED A COALITION OF STAKEHOLDERS, INCLUDING THE AMERICAN PSYCHOLOGICAL ASSOCIATION, INSEPARABLE, AND MENTAL HEALTH AMERICA TO DEVELOP A POLICY ACTION PLAN ALONGSIDE THE NATIONAL GOVERNOR'S ASSOCIATION AS PART OF THEIR 2022-2023 YOUTH MENTAL HEALTH CHAIR'S INITIATIVE WHICH LED TO THE CREATION OF "STRENGTHENING YOUTH MENTAL HEALTH: A GOVERNOR'S PLAYBOOK." THE KENNEDY FORUM ADDITIONALLY ADVISED THE NATIONAL GOVERNOR'S ASSOCIATION AND NEW JERSEY FIRST LADY ON ITS MATERNAL MENTAL HEALTH WORK.THE KENNEDY FORUM WORKED WITH UNIVERSITY OF CALIFORNIA AND BERKELEY RESEARCHERS TO CREATE "A ROADMAP TO IMPROVE BEHAVIORAL HEALTH AMONG FAMILIES: AN EXAMINATION OF THE SOCIAL DETERMINANTS OF HEALTH THAT INFLUENCE BEHAVIORAL HEALTH OUTCOMES AND PRACTICES TO ADDRESS THEM."THE KENNEDY FORUM LAUNCHED ITS SCHOOL-BASED MENTAL HEALTH INDUSTRY COUNCIL IN 2023, A COUNCIL OF INDUSTRY LEADERS FOCUSED ON THE SUSTAINABLE FINANCING OF SCHOOL-BASED SERVICES. THIS THREE-YEAR COUNCIL WILL CONTRIBUTE EXPERTISE TOWARDS MEASURING THE DATA-DRIVEN IMPACT OF SCHOOL-BASED MENTAL HEALTH SERVICES INCLUDING THROUGH RESEARCH, WHITE PAPERS, AND PRESENTATIONS LINKING THE KENNEDY FORUM'S POLICY RECOMMENDATIONS ON SCHOOL-MENTAL HEALTH TO A SUSTAINABLE STATE-WIDE SYSTEM OF FINANCING SCHOOL-MENTAL HEALTH SERVICES. 1323247 POLICY DEVELOPMENT AND PROMOTION:GENERAL POLICY RECOMMENDATIONS:THE KENNEDY FORUM CONTINUED TO ADVANCE ITS SIX KEY PILLARS FOR MENTAL HEALTH EQUITY: (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - POLICY DEVELOPMENT-GENERAL POLICY RECOMMENDATIONS) PILLAR 1: PARITY COMPLIANCE/PAYER ACCOUNTABILITY PILLAR 2: PROVIDER ACCOUNTABILITY AND QUALITY PILLAR 3: INTEGRATION AND COLLABORATIVE CARE PILLAR 4: TECHNOLOGY - ASSESSMENT/TREATMENT TOOLS AND ENTERPRISE-WIDE SOLUTIONS PILLAR 5: BRAIN HEALTH & FITNESS PILLAR 6: YOUTH MENTAL HEALTHTHESE INTERLOCKING PILLARS MUST ALL BE ADDRESSED TO IMPROVE CLINICAL AND FINANCIAL OUTCOMES AND BUILD THE SYSTEM WE NEED. THE KENNEDY FORUM WILL CONTINUE TO PROMOTE STRATEGIC PROGRAMS AND POLICIES-AND UNITE KEY STAKEHOLDERS-TO SPARK CHANGE.THROUGHOUT 2023, FORMER CONGRESSMAN PATRICK J. KENNEDY, ON BEHALF OF THE KENNEDY FORUM, DELIVERED KEYNOTE SPEECHES, HELD IN-PERSON AND VIRTUAL MEETINGS, AND PARTICIPATED IN PROGRAMS AT OVER TWO DOZEN EVENTS. THE PURPOSE OF VIRTUALLY ALL OF THESE EVENTS WAS TO PROMOTE POLICY PRIORITIES DEVELOPED AND ADVOCATED FOR BY THE KENNEDY FORUM. IN ADDITION TO CONGRESSMAN KENNEDY, CEO REBECCA BAGLEY, CHIEF POLICY OFFICER DAVID LLOYD, AND POLICY ADVISOR LAUREN FINKE WERE INTERVIEWED ON MENTAL HEALTH AND SUBSTANCE USE ISSUES BY TIME MAGAZINE, TOWN AND COUNTRY, NPR, AND OTHER OUTLETS.THE KENNEDY FORUM CONTINUES TO BE REPRESENTED ON RELEVANT COMMITTEES AND BOARDS, INCLUDING: -EXECUTIVE COMMITTEE MEMBER --- NATIONAL ACTION ALLIANCE FOR SUICIDE PREVENTION. THE NATIONAL ACTION ALLIANCE FOR SUICIDE PREVENTION IS A PUBLIC-PRIVATE PARTNERSHIP ADVANCING THE NATIONAL STRATEGY FOR SUICIDE PREVENTION. -CEO ALLIANCE FOR MENTAL HEALTH --- THIS GROUP CONSISTS OF CEOS FROM NATIONAL MENTAL HEALTH ORGANIZATIONS WHO HAVE JOINED TOGETHER TO DEVELOP A UNIFIED VISION FOR TRANSFORMING MENTAL HEALTH AND ADDICTION CARE. -NATIONAL ACTION ALLIANCE FOR SUICIDE PREVENTION'S MENTAL HEALTH & SUICIDE PREVENTION NATIONAL RESPONSE TO COVID-19 (NATIONAL RESPONSE) --- CONGRESSMAN KENNEDY CO-CHAIRS THIS EFFORT WITH NATIONAL INSTITUTE OF MENTAL HEALTH DIRECTOR DR. JOSHUA GORDON. THE NATIONAL ACTION ALLIANCE FOR SUICIDE PREVENTION (ACTION ALLIANCE) BROUGHT TOGETHER DIVERSE NATIONAL PARTNERS TO IDENTIFY, DEVELOP, AND LEAD A COORDINATED MENTAL HEALTH AND SUICIDE PREVENTION RESPONSE TO THE COVID-19 PANDEMIC. PRIORITIES INCLUDE INCREASING ACCESS TO EVIDENCE-BASED TREATMENTS FOR SUBSTANCE USE AND MENTAL HEALTH DISORDERS IN SPECIALTY AND PRIMARY CARE, INCREASING THE USE OF NON-PUNITIVE AND SUPPORTIVE CRISIS INTERVENTION SERVICES, AND MORE. -INSEPERABLE'S HOPEFUL FUTURES CAMPAIGN --- THIS GROUP CONSISTS OF YOUTH HEALTH AND EDUCATION ADVOCACY ORGANIZATIONS AND THINK TANKS WHO HAVE JOINED TOGETHER TO MOVE FORWARD SCHOOL AND YOUTH-CENTERED MENTAL HEALTH POLICY SOLUTIONS AT THE STATE AND NATIONAL LEVEL. -NATIONAL ALLIANCE ON MENTAL ILLNESS' REIMAGINE CRISIS AND 988 STATE WORKING GROUPS --- THIS GROUP CONSISTS OF STATE AND FEDERAL ADVOCATES PUSHING FOR MENTAL HEALTH AND ADDICTION CRISIS REFORM THROUGH THE 988 SYSTEM OF CRISIS CARE. -MENTAL HEALTH LIAISON GROUP'S PARITY WORKGROUP --- THIS GROUP CONSISTS OF MEMBERS OF THE WASHINGTON DC-BASED MENTAL HEALTH LIAISON GROUP WHO ARE INTERESTED IN MENTAL HEALTH AND ADDICTION PARITY. THE KENNEDY FORUM CO-CHAIRS THIS WORK GROUP WITH A REPRESENTATIVE OF THE AMERICAN PSYCHIATRIC ASSOCIATION. -ONE MIND --- OM FOCUSES ON PROGRAMS IN THE AREA OF BRAIN SCIENCE INCLUDING RESEARCH AND OPEN SCIENCE AS CRITICAL COMPONENTS OF THE INTEGRATED HEALTH CARE SYSTEM WE NEED. ONE MINDS EFFORTS HAVE RESULTED IN DISCOVERIES IN BRAIN HEALTH-GUIDED BY THE PRINCIPLES OF LARGE-SCALE, OPEN-SCIENCE RESEARCH. -ONE MIND AT WORK --- ONE MIND AT WORK IS FURTHERING DEVELOPMENT OF A COALITION OF BUSINESS LEADERS WITH THE GOAL OF TRANSFORMING APPROACHES TO MENTAL HEALTH AND ADDICTION IN THE WORKPLACE. 1152505 PARITY IMPLEMENTATION AND IMPROVING MENTAL HEALTH AND ADDICTION COVERAGE:THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008 (MHPAEA OR PARITY LAW) PROMISED EQUITY IN THE INSURANCE COVERAGE OF MENTAL HEALTH AND ADDICTION TREATMENT, BUT YEARS LATER THE LAW IS STILL NOT PROPERLY ENFORCED AND MANY AMERICANS CONTINUE TO BE DENIED CARE.(CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARITY IMPLEMENTATION AND EDUCATION)IN 2023, THE KENNEDY FORUM CONTINUED WORKING WITH POLICYMAKERS AND REGULATORS TO FULLY ENFORCE THE PARITY LAW; AND WORKED TO PROMOTE EDUCATION OF PARITY AND RIGHT OF APPEALS. THE KENNEDY FORUM ALSO WORKED WITH LAWMAKERS ON LEGISLATION TO STRENGTHEN FEDERAL REGULATORS' POWERS TO ENFORCE THE PARITY LAW AND TO EXPAND THE PARITY ACT'S RULES TO ADDITIONAL TYPES OF HEALTH COVERAGE, INCLUDING MEDICARE.THE KENNEDY FORUM LED COMMENTS TO THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, EMPLOYEE BENEFITS SECURITY ADMINISTRATION, AND THE INTERNAL REVENUE SERVICE'S PROPOSED RULE, REQUIREMENTS RELATED TO THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT ("2023 PROPOSED RULE"). THREE LETTERS IN TOTAL, INCLUDING AN MHLG LETTER SIGNED BY 60 ORGANIZATIONS, A LETTER ON TECHNICAL COMMENTS SIGNED BY 15 ORGANIZATIONS, AND OUR OWN COMMENT LETTER ON THE TECHNICAL RELEASE.THE KENNEDY FORUM ALSO LED COMMENTS ALONG WITH 26 OTHER ADVOCACY ORGANIZATIONS TO THE CENTER FOR MEDICAID AND CHIP SERVICES' (CMCS) REQUEST FOR COMMENTS ON PROCESSES FOR ASSESSING COMPLIANCE WITH MENTAL HEALTH PARITY AND ADDICTION EQUITY IN MEDICAID AND THE CHILDREN'S HEALTH INSURANCE PROGRAM.IN 2023, THE KENNEDY FORUM CONTINUED WORK TO IMPROVE HEALTH INSURANCE COVERAGE OF MENTAL HEALTH AND SUBSTANCE USE DISORDER EMERGENCY ("CRISIS") SERVICES. THESE SERVICES ARE OFTEN NOT COVERED, DESPITE COVERAGE OF PHYSICAL HEALTH EMERGENCY SERVICES. AS PART OF THIS INITIATIVE, THE KENNEDY FORUM SOCIALIZED AND PROVIDED TECHNICAL ASSISTANCE ON A LATE 2022 REPORT "ENSURING COVERAGE OF BEHAVIORAL HEALTH EMERGENCY SERVICES" THAT DISCUSSED WHY THESE SERVICES ARE SO IMPORTANT, WHAT STATE AND FEDERAL LAWS GOVERN COVERAGE, AND OPPORTUNITIES TO INCREASE ACCESS.THE KENNEDY FORUM CONTINUED TO SUPPORT AND AUGMENT PARITY TRACK, A CUSTOM WEBSITE PLATFORM, THAT LOOKS AT IMPLEMENTATION ACTIVITIES THROUGH THE LENSES OF LEGISLATION, REGULATION, AND LITIGATION. EACH STATE'S PROGRESS IS VISUALIZED ON THE WEBSITE, AND MODEL LEGISLATION WAS DEVELOPED TO AID STATE POLICYMAKERS AND ADVOCATES. THE KENNEDY FORUM CONTINUED TO SUPPORT PARITYREGISTRY.ORG, A WEBSITE WHERE INDIVIDUALS CAN LEARN TO FILE APPEALS FOR UNLAWFUL DENIALS OF MENTAL HEALTH AND ADDICTION TREATMENT COVERAGE; REGISTER COMPLAINTS AGAINST THEIR HEALTH PLANS; FIND CONTACT INFO FOR CONSUMER ADVOCATES, HEALTH PLANS, AND STATE AND FEDERAL REGULATORS; AND MORE. DATA FROM THE SITE IS USED TO HELP SHAPE POLICY RECOMMENDATIONS AND INFLUENCE FUTURE LEGISLATION. IN 2018, THE KENNEDY FORUM CREATED A CONSUMER AND PROVIDER FACING COMMUNICATIONS CAMPAIGN AND WEBSITE-DONTDENYME.ORG-IN RECOGNITION OF THE 10TH ANNIVERSARY OF THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT (MHPAEA) OF 2008. IN 2022, THIS CAMPAIGN CONTINUED TO EDUCATE CONSUMERS, PROVIDERS, AND ADVOCATES ABOUT PATIENT RIGHTS UNDER THE FEDERAL PARITY LAW AND CONNECT THEM WITH ESSENTIAL APPEALS GUIDANCE AND RESOURCES (THROUGH PARITYREGISTRY.ORG). CONSUMERS CAN DOWNLOAD HELPFUL FACT SHEETS AND INFOGRAPHICS. PROVIDERS CAN DOWNLOAD PRINT-READY BROCHURES AND POSTERS FOR THEIR OFFICES TO HELP INFORM PATIENTS OF PARITY RIGHTS AND DO THEIR PART TO STOP DISCRIMINATORY INSURANCE DENIALS FOR MENTAL HEALTH AND ADDICTION CARE. ADVOCATES CAN DOWNLOAD A LETTER TEMPLATE TO EDUCATE EMPLOYERS ABOUT THEIR OBLIGATIONS REGARDING HEALTH PLANS. UNIONS CAN DOWNLOAD AN ISSUE BRIEF EXPLAINING HOW TO PROTECT THE RIGHTS OF THEIR MEMBERS. ALIGNMENT FOR PROGRESS: IN THE FALL OF 2023, THE KENNEDY FORUM LAUNCHED ITS ALIGNMENT FOR PROGRESS, A STRATEGIC INITIATIVE AIMED AT FOSTERING COLLABORATIVE ACTION AND FACILITATING A NATIONAL DIALOGUE ON MENTAL HEALTH AND SUBSTANCE USE, AIMED AT BRINGING TOGETHER DIVERSE VOICES AND EXPERTISE, RECOGNIZING THE NEED FOR ATTENTION TO A RANGE OF AREAS TO ENSURE THAT PEOPLE WITH MENTAL HEALTH AND SUBSTANCE USE CONDITIONS CAN THRIVE. THE KENNEDY FORUM LAUNCHED THIS INTITIATIVE AT ITS FIRST ANNUAL ALIGNMENT FOR PROGRESS CONFERENCE, WHICH THE ORGANIZATION INTRODUCED NORTH STAR GOALS INCLUDING THE FOLLOWING MOVEMENT METRICS. -90% OF INDIVIDUALS BEING SCREENED FOR MENTAL HEALTH CONDITIONS OR SUBSTANCE USE DISORDERS; -90% RECEIVING THE EVIDENCE-BASED SERVICES AND SUPPORTS THEY NEED, AND, -90% OF THOSE TREATED BEING ABLE TO MANAGE THEIR SYMPTOMS AND ACHIEVE RECOVERY.THE ALIGNMENT FOR PROGRESS CALLED FOR KEY PARTNERSHIPS FROM ACROSS THE MENTAL HEALTH AND SUBSTANCE USE DISORDER LANDSCAPE AND TARGETED ADVOCACY EFFORTS TO INFLUENCE POLICY AND PUBLIC PERCEPTION, WITH THE AIM OF BRINGING CLOSER THE FUTURE WHERE MENTAL ILLNESS AND SUBSTANCE USE IS PREVENTED WHEN POSSIBLE AND, WHEN NOT, TREATED, EFFECTIVELY AND EQUALLY FOR ALL PATIENTS. A FUTURE WHERE RECOVERY IS AS CELEBRATED AS REMISSION, AND WHERE THERAPY IS AS VALUED AS THERAPEUTICS. THE KENNEDY FORUM CALLED URGENTLY, FOR STAKEHOLDERS FROM ACROSS THE MENTAL HEALTH AND SUBSTANCE USE LANDSCAPE TO JOIN US. A SERIES OF GATHERINGS AND EVENTS, INCLUDING OUR ALIGNMENT FOR PROGRESS CONFERENCE, SERVE AS IMPORTANT LAUNCHING POINTS FOR CONVERSATION AND COLLABORATION, AND ENSURE CONSISTENCY, ACCOUNTABILITY, AND CONSTANT REFINEMENT OF THAT GUIDE. MANY PARTNER ORGANIZATIONS HAVE JOINED THE ALIGNMENT FOR PROGRESS MOVEMENT BY SUBMITTING A COMMITMENT: NATIONAL ASSOCIATION OF COUNTY BEHAVIORAL HEALTH & DEVELOPMENTAL DISABILITY DIRECTORS; LEGAL ACTION CENTER; THE CARTER CENTER; AMERICAN SOCIETY OF ADDICTION MEDICINE; NAMI; WELL BEING TRUST; MENTAL HEALTH AMERICA; PARITY IMPLEMENTATION COALITION; NATIONAL COUNCIL FOR BEHAVIORAL HEALTH; SHATTERPROOF; FACES AND VOICES OF RECOVERY; AMERICAN PSYCHIATRIC ASSOCIATION; SCATTERGOOD FOUNDATION; FACING ADDICTION; PEG'S FOUNDATION; NATIONAL ASSOCIATION FOR BEHAVIORAL HEALTHCARE; KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY; CENTER ON ADDICTION; PARTNERSHIP FOR DRUG-FREE KIDS; AMERICAN PSYCHOLOGICAL ASSOCIATION; INTERNATIONAL BIPOLAR FOUNDATION; PROJECT HEAL; DEPRESSION AND BIPOLAR SUPPORT ALLIANCE; FOUNTAIN HOUSE; AMERICAN FOUNDATION FOR SUICIDE PREVENTION; FOUNTAIN HOUSE; COMMUNITY CATALYST; AMERICAN MENTAL WELLNESS ASSOCIATION; AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY; AND TREATMENT ADVOCACY CENTER.ALSO IN THE FALL OF 2023, THE KENNEDY FORUM RELEASED A COMPREHENSIVE LONG-TERM POLICY GUIDE-A LITERAL ROADMAP FOR GOVERNMENT AGENCIES AND THE LEADERS WITHIN THEM-THAT DEFINES THE KENNEDY FORUM'S COLLECTIVE PATH FORWARD OVER THE NEXT SEVERAL YEARS. THE NATIONAL STRATEGY EXISTS AS ONE ELEMENT OF THE ALIGNMENT FOR PROGRESS MOVEMENT. THE STRATEGY INCLUDES OVER 200 POLICY ACTION ITEMS THAT SERVE AS A GUIDEPOST FOR FEDERAL POLICYMAKERS AND AGENCIES LOOKING FOR CONCRETE, ACTIONABLE, AND SCALABLE RECOMMENDATIONS TO IMPROVE OUR MENTAL HEALTH AND SUBSTANCE USE SYSTEMS. IT IS THE FIRST-OF-ITS-KIND, COMPREHENSIVE SET OF POLICY RECOMMENDATIONS FOR FEDERAL POLICYMAKERS.EACH MONTH, THE KENNEDY FORUM CONTINUES TO PREPARE AND DISTRIBUTE A SOCIAL MEDIA TOOLKIT FOR PARTNERS DEVELOPED AROUND VARIOUS HOLIDAYS AND/OR OBSERVANCES-IN ORDER TO ENCOURAGE TIMELY DON'T DENY ME PROMOTIONS WITH FOLLOWERS, MEMBERS, AND SUPPORTERS. THE DON'T DENY ME CAMPAIGN HAS BEEN FEATURED IN MANY MAJOR NEWS OUTLETS, INCLUDING USA TODAY, THE WASHINGTON POST, U.S. NEWS & WORLD REPORT, CNN, AND MORE.THE KENNEDY FORUM CONTINUED TO CONVENE THE STATE PARITY LEGISLATIVE AND REGULATORY COMPLIANCE WORKGROUP, AS PART OF ITS EFFORTS TO IMPROVE STATES' ENFORCEMENT OF THE FEDERAL MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT AND RELATED STATE-BASED LAWS. MORE THAN 200 NATIONAL AND STATE ADVOCATES ACROSS THE COUNTRY PARTICIPATE. ON A MONTHLY BASIS, WORKGROUP MEMBERS SHARE INFORMATION AND BEST PRACTICES TO FURTHER EFFORTS IN THEIR STATES. AS PART OF ITS STATE-BASED EFFORTS TO ENFORCE PARITY AND IMPROVE ACCESS TO CARE, THE KENNEDY FORUM HAS DEVELOPED MODEL STATE LEGISLATION. ITS REQUIREMENTS HAVE BEEN PUT IN PLACE IN NEARLY HALF OF ALL STATES. TO IMPROVE HEALTH PLANS' PARITY COMPLIANCE REPORTING, THE KENNEDY FORUM'S JIM RAMSTAD MODEL STATE LEGISLATION TO ADVANCE MENTAL HEALTH AND ADDICTION EQUITY, REQUIRES COMPLIANCE WITH GENERALLY ACCEPTED STANDARDS OF CARE WHICH HAS BEEN ENDORSED BY 40 OTHER ORGANIZATIONS. 4893307 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 37 0 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 IL NJ X X VERDOLINO & LOWEY PC 5085431720 124 WASHINGTON ST 101 FOXBOROUGH MA 02035 PATRICK KENNEDY DIRECTOR/CHAIRMAN 40.00 X 300000 0 60771 KEITH LOWEY TREASURER/DIRECTOR 2.00 X X 0 0 0 ALLAN FOX DIRECTOR 0.50 X 0 0 0 JOHN GRAHAM SECRETARY 0.10 X 0 0 0 KARA KUKFA CHIEF OF OPERATIONS/ASST S 40.00 X 184000 0 70240 REBECCA BAGLEY PRESIDENT/CEO 40.00 X 325000 0 56779 DAVID LLOYD CHIEF POLICY OFFICER 40.00 X 174615 0 6112 LAUREN FINKE POLICY DIRECTOR 40.00 X 140000 0 16793 1123615 0 210695 5 0 1 0 THE DUFOUR COLLABORATIVE 1901 N FORT MYER DR SUITE 502 ARLINGTON VA 22209 CONFERENCE 1040801 PYXIS PARTNERS LLC 1156 15TH ST NW SUITE 850 WASHINGTON DC 20005 OUTSIDE CONTRACT SERVICES 546709 2 5223504 5223504 5595 5595 5229099 0 0 5595 X 983615 777615 107600 98400 845003 717803 96022 31178 40642 33326 4471 2845 277185 227291 30491 19403 128876 105679 14176 9021 22988 11494 11494 110030 55015 55015 22492 22492 5917 5917 904096 876201 9561 18334 314652 258014 34612 22026 34492 7328 3794 23370 52898 9066 43480 352 DIRECT PROGRAM EXPENSES 1642210 1642210 OPERATIONS 148941 122133 16383 10425 PROGRAM DONATIONS 27640 27640 BANK FEES 6281 6281 5567958 4893307 439297 235354 347965 918570 658695 9203 347750 141210 50464 41209 373721 297800 45069 75921 5000 1454943 1186113 251806 290038 251806 290038 X 1203137 896075 1203137 896075 1454943 1186113 X -338859 -151 30774 1174 X 0 1 X 1 0 X 1940435 863997 1085156 968040 5223504 10081132 1940435 863997 1085156 968040 5223504 10081132 3190933 6890199 195931 118423 69617 36349 5595 425915 10507047 0.65580 0.57630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22492 22492 5545466 5567958 428398 107100 0 0 305799 278346 283763 428398 1296306 1944459 20162 11982 31060 22492 85696 76450 69587 70941 107100 324078 486117 88493 62320 26173 285228 235480 49748 75921 5253805 -151 30774 30623 5223182 5917 5917 5229099 5560867 0 5560867 7091 7091 5567958 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 5,917. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. INVESTMENT FEES, NETTED WITH REVENUE 5,917. X X 0 0 0 0 0 0 0 0 0 REBECCA BAGLEY PRESIDENT/CEO 325000 0 0 0 0 0 6200 0 50579 0 381779 0 0 0 PATRICK KENNEDY DIRECTOR/CHAIRMAN 300000 0 0 0 0 0 5250 0 55521 0 360771 0 0 0 KARA KUKFA CHIEF OF OPERATIONS/ASST S 184000 0 0 0 0 0 6125 0 64115 0 254240 0 0 0 DAVID LLOYD CHIEF POLICY OFFICER 174615 0 0 0 0 0 6112 0 0 0 180727 0 0 0 LAUREN FINKE POLICY DIRECTOR 140000 0 0 0 0 0 4375 0 12418 0 156793 0 0 0 VERDOLINO & LOWEY PC KEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PC 90131 PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND ADMINISTRATIVE SERVICES. 0 - LEVERAGING TECHNOLOGY TO IMPROVE ACCESS AND QUALITY OF CARE ACROSS THE NATION. - PROMOTING FASTER TRANSLATION OF NEUROSCIENCE RESEARCH INTO PREVENTATIVE AND TREATMENT INTERVENTIONS. FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT OF CERTAIN FINANCIAL OPERATIONS HAS BEEN DELEGATED TO VERDOLINO & LOWEY, P.C. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING WITH SUFFICIENT TIME TO PROVIDE COMMENTS, IF ANY. FORM 990, PART VI, SECTION B, LINE 12C THE KENNEDY FORUM ASKS ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ AND AGREES TO COMPLY WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE KENNEDY FORUM SURVEYED OTHER ORGANIZATIONS FOR COMPARABLE COMPENSATION AND THE RECOMMENDATIONS WERE SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS DURING NORMAL BUSINESS HOURS PROVIDING NO UNUSUAL CIRCUMSTANCES EXIST. WRITTEN, PHONED, FAXED OR E-MAILED REQUESTS WILL BE HONORED IN ACCORDANCE WITH REGULATION SEC. 301.6104(D)-1(D)(2)(II). THE CURRENT AND TWO PRIOR YEARS (EXCLUDING NON-PUBLIC INFORMATION) AND FORM 1023 CAN BE REQUESTED. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE FILED WITH THE APPROPRIATE REGULATORY AGENCIES AND ARE AVAILABLE THROUGH THESE PUBLIC SOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE KENNEDY FORUM. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 871,897. MANAGEMENT AND GENERAL EXPENSES 8,984. FUNDRAISING EXPENSES 17,967. TOTAL EXPENSES 898,848. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 4,304. MANAGEMENT AND GENERAL EXPENSES 577. FUNDRAISING EXPENSES 367. TOTAL EXPENSES 5,248. FORM 990, PART XI, LINE 9: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. THE KENNEDY FORUM-ILLINOIS LLC 1541 N WELLS STREET 2ND FL CHICAGO IL 60610 IMPROVE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION DE 753069 188232 MENTAL HEALTH LEADERSHIP INITIATIVE INC