MENTAL HEALTH LEADERSHIP INITIATIVE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MENTAL HEALTH LEADERSHIP INITIATIVE INC (EIN 46-5714524)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349313233
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T13:45:27-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043023027PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VERDOLINO & LOWEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1124 WASHINGTON ST SUITE 101AddressLine1Txt
CityFOXBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02035ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465714524EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MENTAL HEALTH LEADERSHIP INITIATIVE INCBusinessNameLine1Txt
Business Name Line2C/O VERDOLINO & LOWEY PCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMENTBusinessNameControlTxt
Phone7325730300PhoneNum

US Address USAddress

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Address Line1124 WASHINGTON ST 101AddressLine1Txt
CityFOXBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH D LOWEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5085431720PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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Person FirstKEITHPersonFirstNm
Person LastLOWEYPersonLastNm
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SSN999009999SSN

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Preparer PersonHEATHER MEDEIROS CPAPreparerPersonNm
PTINP00458639PTIN
Phone5085431720PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1DBA THE KENNEDY FORUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerPATRICK KENNEDYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 573AddressLine1Txt
CityBRIGANTINECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,293,512GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEKENNEDYFORUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionSEE PAGE 2, PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$863,997PYContributionsGrantsAmt
CY Contributions Grants$1,085,156CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$231,593PYInvestmentIncomeAmt
CY Investment Income$178,923CYInvestmentIncomeAmt
PY Other Revenue-$62,791PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,032,799PYTotalRevenueAmt
CY Total Revenue$1,264,079CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,849,950PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,751,646CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$237,218CYTotalFundraisingExpenseAmt
PY Other Expenses$728,248PYOtherExpensesAmt
CY Other Expenses$815,281CYOtherExpensesAmt
PY Total Expenses$2,578,198PYTotalExpensesAmt
CY Total Expenses$2,566,927CYTotalExpensesAmt
PY Revenues Less Expenses-$1,545,399PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,302,848CYRevenuesLessExpensesAmt
Total Assets BOY$4,462,402TotalAssetsBOYAmt
Total Assets EOY$3,196,555TotalAssetsEOYAmt
Total Liabilities BOY$95,207TotalLiabilitiesBOYAmt
Total Liabilities EOY$112,843TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,367,195NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,083,712NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFORMED 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 (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2) 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 FURTHER 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$979,730ExpenseAmt
DescPARTNERSHIPS: 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. TKFI IS SUPPORTED BY A STRONG, MULTI-DISCIPLINARY VISIBLE LEADERSHIP COUNCIL. (CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS)PRIORITIES INCLUDE: -FIGHTING STIGMA AND DISCRIMINATION THROUGH HIGH-IMPACT COMMUNICATIONS; -ENHANCING THE UNDERSTANDING OF MENTAL HEALTH DISORDERS AND SUBSTANCE USE 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.IN 2021, TKFI DIRECTLY IMPACTED THE STATE OF ILLINOIS, CITY OF CHICAGO, AND THOUSANDS OF RESIDENTS AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND ADDICTION CHALLENGES. ACCOMPLISHMENTS INCLUDED: -A SEAT AT THE TABLE: TKFI ENGAGED A DIVERSE GROUP OF ILLINOISANS IN THE "A SEAT AT THE TABLE" INITIATIVE, DESIGNED TO ADVANCE DISCUSSIONS AROUND MENTAL HEALTH AND SUBSTANCE USE DISORDERS IN ORDER TO REDUCE STIGMA. THE PROGRAM HAD GREAT SUCCESS, WITH OVER 150 CONVERSATIONS TOUCHING WELL OVER 2,000 PEOPLE ACROSS THE CITY AND STATE - IN OVER 60 ZIP CODES. IN ADDITION, A FACEBOOK GROUP WAS CREATED TO INTERACT WITH PEOPLE AND HOSTS, PROVIDING TIPS FOR SUCCESSFUL CONVERSATIONS AND IDEAS FOR WAYS TO STAY ENGAGED AFTER EACH CONVERSATION. -SPOTLIGHT EVENT: TKFI CREATED A SERIES OF VIRTUAL PANELS DISCUSSING RELEVANT MENTAL HEALTH TOPICS. THESE VIDEOS ADDRESSED STIGMA, RACIAL EQUITY, MENTAL HEALTH IN THE WORKPLACE, BACK-TO-SCHOOL IMPACTS, INFLUENCE OF THE MEDIA, AND LIVING AUTHENTICALLY. -MENTAL HEALTH EDUCATION AND OUTREACH: TKFI DELIVERED FREE MENTAL HEALTH TRAINING TO NEARLY 5,000 COMMUNITY STAKEHOLDERS FROM THE CHICAGOLAND AREA. THE TRAININGS INCLUDED INFORMATION ABOUT SIGNS AND SYMPTOMS OF MENTAL HEALTH CONCERNS, WHERE TO FIND RESOURCES IN THE COMMUNITY, AND WHEN AND HOW TO CONTACT A SPECIALLY TRAINED POLICE OFFICER IN A MENTAL HEALTH CRISIS. -POLICY: THANKS IN PART TO TKFI'S LEADERSHIP AND ADVOCACY, ILLINOIS ENACTED STRONG LEGISLATION, REQUIRING HEALTH INSURERS AND MEDICAID MANAGED CARE ORGANIZATIONS TO COVER MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES IN A MANNER CONSISTENT WITH GENERALLY ACCEPTED STANDARDS OF CARE. THE ORGANIZATION ALSO AIDED STATE GOVERNMENT IN FULLY IMPLEMENTING THE PARITY LAW WHILE EDUCATING CONSUMERS ABOUT THEIR RIGHTS UNDER THE LAW.TKFI RAISED $714,510 IN 2021 IN SUPPORT OF ITS INITIATIVES.TKFI EVENTS INCLUDED: QUARTER 1: JANUARY - MARCH 2021: JANUARY 18, 2021 - SHOCKING INJUSTICES: MENTAL HEALTHCARE & BLACK AMERICANS FEBRUARY 10, 2021 - THE THINGS WE DON'T SAY FEBRUARY 24, 2021 - FORUM ON MENTAL & BEHAVIORAL HEALTH MARCH 17, 2021 - UNDERSTANDING AND SUPPORTING THE EMOTIONAL HEALTH OF BLACK CHILDREN MARCH 30, 2021 - A CRITICAL CONVERSATION: MENTAL HEALTH AND OUR BLACK COMMUNITIES QUARTER 2: APRIL - JUNE 2021: JUNE 7, 2021 - THE WAY FORWARD: A DISCUSSION ON THE FUTURE OF MENTAL HEALTHCARE QUARTER 3: JULY - SEPTEMBER 2021: JULY 15, 2021 - BEYOND EMPLOYEE ASSISTANCE PROGRAMS: HOW ORGANIZATIONS CAN TAKE CARE OF THOSE, TAKING CARE OF OTHERS AUGUST 30, 2021 - BACK TO SCHOOL: THE MENTAL HEALTH IMPACT ON STUDENTS AND EDUCATION COINCIDED WITH THE BEGINNING OF THE SCHOOL YEAR. QUARTER 4: OCTOBER - DECEMBER 2021: OCTOBER 6, 2021 - OUR DIGITAL RECKONING: A DEEP-DIVE INTO MENTAL HEALTH IN THE MEDIA OCTOBER 6, 2021 - GENERATION PUSH NOTIFICATION: THE IMPACT OF EVER-PRESENT TECH ON OUR MENTAL WELLBEING OCTOBER 6, 2021 - BARRIER-FREE CARE: HOW THE DIGITAL ERA HARNESSES ONLINE COMMUNITIES AND ACCESSIBILITY TO END MENTAL HEALTH STIGMA OCTOBER 6, 2021 - GAMING THE SYSTEM: AN INFLUENCER'S APPROACH TO PROMOTING MENTAL HEALTH CARE OCTOBER 6, 2021 - CONFRONTING YOUR CHAOS AND USING YOUR PLATFORM FOR CHANGE OCTOBER 6, 2021 - SPEAKING YOUR TRUTH: COURAGE AND AUTHENTICITY IN THE FACE OF ONLINE (AND OFFLINE) MENTAL HEALTH STIGMA OCTOBER 6, 2021 - SEPARATING RAVEN FROM THE HULK: ONE OLYMPIAN'S STORY ABOUT STRENGTH IN ALL FORMS OCTOBER 6, 2021 - THE WEIGHT OF GOLD: THE PURSUIT OF OLYMPIC DREAMS AND THE FALLOUT OCTOBER 6, 2021 - OUR WORDS MATTER: THE ROLE OF JOURNALISTS IN CREATING SAFE, HUMAN-CENTERED STORIES ABOUT MENTAL HEALTH 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 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 COALITION MEMBERS WORKED WITH THE CALIFORNIA DEPARTMENT OF INSURANCE AND THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE TO ENSURE SUCCESSFUL IMPLEMENTATION OF THE LAW.THE KENNEDY FORUM ALSO PARTNERED WITH THE STEINBERG INSTITUTE AND OTHER ADVOCATES ON 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 KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY IN THE SATCHER HEALTH LEADERSHIP INSTITUTE AT MOREHOUSE SCHOOL OF MEDICINE - COFOUNDED BY PATRICK KENNEDY AND DR. DAVID SATCHER, THE KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY (KSCMHE) WORKS TO ENSURE THE EQUAL TREATMENT OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS THROUGH TARGETED EFFORTS TO AGGREGATE AND ELEVATE PARITY IMPLEMENTATION WORK, RESEARCH, AND ENGAGEMENT OF KEY STAKEHOLDERS.2021 ACCOMPLISHMENTS INCLUDE: KSCMHE PROGRAMING - UNDER NEW LEADERSHIP, KSCMHE LAUNCHED MULITPLE PROGRAMMING INITIATIVES THAT TARGET THE 3 PILLARS OF KSCMHE: RESEARCH, POLICY, AND CONVENING LEADERSHIP. KEY PROGRAMS INCLUDED: -RESEARCH: - THE ECONOMIC BURDEN OF MENTAL HEALTH INEQUITIES IN THE USA: FOR DECADES, RESEARCHERS AND LEGISLATORS HAVE ATTEMPTED TO ASSESS THE BURDEN THAT MENTAL ILLNESS HAS ON OUR ECONOMY. THE SATCHER HEALTH LEADERSHIP INSTITUTE AT MOREHOUSE SCHOOL OF MEDICINE (SHLI), THE FARLEY HEALTH POLICY CENTER AT THE UNIVERSITY OF COLORADO, AND THE ROBERT GRAHAM CENTER PARTNERED TO ASSESS THE ECONOMIC IMPACT OF MENTAL HEALTH DISPARITIES THROUGH DATA SETS THAT ARE REPRESENTATIVE OF VULNERABLE POPULATIONS AFFECTED BY MENTAL ILLNESS. THE RESULTS WERE COMPLEMENTED BY A COMPREHENSIVE LIST OF CASE STUDIES AND POLICY RECOMMENDATIONS TO INFORM A FINAL REPORT. THIS REPORT ALSO INCLUDED FEEDBACK AND INPUT FROM THE NATIONAL ADVISORY PANEL OF LEADING, INTERSECTIONAL EXPERTS IN THE FIELD.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$506,565ExpenseAmt
DescPOLICY 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 2021, 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, CONGRESSMAN KENNEDY WAS INTERVIEWED ON COVID, MENTAL HEALTH, AND SUBSTANCE USE BY TIME MAGAZINE, TOWN AND COUNTRY, NPR, AND MANY OTHER OUTLETS.THE KENNEDY FORUM CONTINUES TO BE REPRESENTED ON RELEVANT COMMITTEES AND BOARDS, INCLUDING: -ADVISORY COUNCIL- WELL BEING TRUST (WBT), A NATIONAL FOUNDATION DEDICATED TO ADVANCING THE MENTAL, SOCIAL AND SPIRITUAL HEALTH OF THE NATION. LED BY CLINICAL, COMMUNITY, AND POLICY INNOVATORS, WELL BEING TRUST BRINGS AN ECOSYSTEM APPROACH TO PREVENTION, TREATMENT, AND RECOVERY FOR MENTAL HEALTH AND ADDICTION ISSUES, WHILE PRIORITIZING AN UPSTREAM FOCUS ON RESILIENCE AND WELL-BEING IN COMMUNITIES. -STEERING COMMITTEE- WELL BEING WORKING GROUP (LED BY TRUST FOR AMERICA'S HEALTH), WHICH MEETS TO DEFINE POLICY PRIORITIES FOR UPSTREAM PREVENTION OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS AND SPOTLIGHT NEW STUDIES AND INITIATIVES THAT ARE MAKING A DIFFERENCE. -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. -BIPARTISAN POLICY CENTER (BPC) BEHAVIORAL HEALTH INTEGRATION TASK FORCE --- THIS GROUP INCLUDES FORMER ELECTED OFFICIALS, FORMER FEDERAL APPOINTEES, BEHAVIORAL HEALTH EXPERTS, AND MORE. THE TASK FORCE WORKS CLOSELY WITH AN ADVISORY GROUP OF EXPERTS, STAKEHOLDERS, AND ADVOCATES, WHICH MEET REGULARLY TO INFORM POLICY AROUND MENTAL HEALTH AND ADDICTION. THE TASK FORCE STRIVES TO BUILD UPON A 2019 BPC REPORT DISCUSSING BIPARTISAN POLICY OPTIONS TO REMOVE BARRIERS TO THE INTEGRATION OF PHYSICAL AND MENTAL HEALTH. CONGRESSMAN KENNEDY SERVES AS CO-CHAIR ALONGSIDE JOHN E. SUNUNU, FORMER U.S. SENATOR OF NEW HAMPSHIRE. -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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$569,088ExpenseAmt
DescPARITY IMPLEMENTATION: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 2021, 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 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 2021, 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.MANY PARTNER ORGANIZATIONS HAVE JOINED THE DON'T DENY ME CAMPAIGN TO DATE: 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; AMERICAN FOUNDATION FOR SUICIDE PREVENTION; FOUNTAIN HOUSE; COMMUNITY CATALYST; AMERICAN MENTAL WELLNESS ASSOCIATION; AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY; AND TREATMENT ADVOCACY CENTER. 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 AND WAS ENACTED IN 2021 IN ILLINOIS AND OREGON.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,055,383TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERDOLINO & LOWEY PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5085431720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1124 WASHINGTON ST 101AddressLine1Txt
CityFOXBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02035ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
PATRICK KENNEDY
PRESIDENT/CEO/DIRECTOR40.00Yes (X)Yes (X)$430,769$0$52,558
KEITH LOWEY
TREASURER/DIRECTOR2.00Yes (X)Yes (X)$0$0$0
ALLAN FOX
DIRECTOR0.50Yes (X)$0$0$0
JOHN GRAHAM
SECRETARY0.10Yes (X)$0$0$0
KARA KUKFA
CHIEF OF STAFF40.00$175,000$0$60,372Yes (X)
CHERYL POTTS
FORUM DIRECTOR40.00$118,269$0$4,622Yes (X)
DAVID LLOYD
SENIOR POLICY ADVISOR40.00$143,950$0$4,082Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$867,988TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$121,634TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEXT LEVEL EVENT DESIGNBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1322 SOUTH MICHIGAN AVENUE 9TH FLOOAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
ServicesEVENT DESIGNServicesDesc
Compensation$196,955CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,085,156AllOtherContributionsAmt
Total Contributions$1,085,156TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,617TotalRevenueColumnAmt
Exclusion$69,617ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,138,739SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,029,433SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$109,306SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$109,306TotalRevenueColumnAmt
Exclusion$109,306ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,264,079TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$178,923ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$867,989TotalAmt
Program Services$640,228ProgramServicesAmt
Management And General$87,390ManagementAndGeneralAmt
Fundraising$140,371FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$525,279TotalAmt
Program Services$474,387ProgramServicesAmt
Management And General$24,071ManagementAndGeneralAmt
Fundraising$26,821FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$36,580TotalAmt
Program Services$27,069ProgramServicesAmt
Management And General$3,658ManagementAndGeneralAmt
Fundraising$5,853FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$240,334TotalAmt
Program Services$177,847ProgramServicesAmt
Management And General$24,033ManagementAndGeneralAmt
Fundraising$38,454FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$81,464TotalAmt
Program Services$65,171ProgramServicesAmt
Management And General$6,517ManagementAndGeneralAmt
Fundraising$9,776FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,254TotalAmt
Program Services$7,555ProgramServicesAmt
Management And General$699ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$72,100TotalAmt
Program Services$54,075ProgramServicesAmt
Management And General$18,025ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$11,982TotalAmt
Program Services$11,982ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$53,462TotalAmt
Management And General$53,462ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,786TotalAmt
Program Services$6,944ProgramServicesAmt
Management And General$794ManagementAndGeneralAmt
Fundraising$1,048FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,931TotalAmt
Program Services$6,520ProgramServicesAmt
Management And General$1,161ManagementAndGeneralAmt
Fundraising$1,250FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,145TotalAmt
Program Services$9,007ProgramServicesAmt
Management And General$1,555ManagementAndGeneralAmt
Fundraising$1,583FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$49,667TotalAmt
Program Services$7,396ProgramServicesAmt
Management And General$41,742ManagementAndGeneralAmt
Fundraising$529FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DIRECT PROGRAM EXPENSES$499,059$499,059
OPERATIONS$90,385$68,143$10,709$11,533
BANK FEES$510$510

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,566,927TotalAmt
Program Services$2,055,383ProgramServicesAmt
Management And General$274,326ManagementAndGeneralAmt
Fundraising$237,218FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$773,265BOYAmt
EOY$215,928EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$894BOYAmt
EOY$25,896EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$280,934BOYAmt
EOY$469,631EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,456BOYAmt
EOY$40,102EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$270,036LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$252,260LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$19,403BOYAmt
EOY$17,776EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,340,450BOYAmt
EOY$2,422,222EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$5,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,462,402BOYAmt
EOY$3,196,555EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$95,207BOYAmt
EOY$112,843EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,207BOYAmt
EOY$112,843EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,367,195BOYAmt
EOY$3,083,712EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,367,195BOYAmt
EOY$3,083,712EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,462,402BOYAmt
EOY$3,196,555EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,302,848ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$18,686NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$63,634DonatedServicesAndUseFcltsAmt
Prior Period Adjustments-$26,757PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$1,174OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,848,847CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$965,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,940,435CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$863,997CurrentTaxYearMinus1YearAmt
Current Tax Year$1,085,156CurrentTaxYearAmt
Total$6,704,273TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,848,847CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$965,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,940,435CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$863,997CurrentTaxYearMinus1YearAmt
Current Tax Year$1,085,156CurrentTaxYearAmt
Total$6,704,273TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,230,845SubstantialContributorsTotAmt
Public Support Total170$4,473,428PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$231,498CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$247,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$195,931CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,423CurrentTaxYearMinus1YearAmt
Current Tax Year$69,617CurrentTaxYearAmt
Total$863,260TotalAmt
FieldValueIRS element (for citing)
Total Support$7,567,533TotalSupportAmt
Public Support CY1700.59110PublicSupportCY170Pct
Public Support PY1700.57910PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,982FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,982FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,554,945FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,566,927FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$278,346FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$69,587FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$342,762CurrentYearMinus3Amt
Current Year Minus2$389,369CurrentYearMinus2Amt
Current Year Minus1$305,799CurrentYearMinus1Amt
Current Year$278,346CurrentYearAmt
Total$1,316,276TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,974,414LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$34,699CurrentYearMinus2Amt
Current Year Minus1$20,162CurrentYearMinus1Amt
Current Year$11,982CurrentYearAmt
Total$66,843TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$85,691CurrentYearMinus3Amt
Current Year Minus2$97,342CurrentYearMinus2Amt
Current Year Minus1$76,450CurrentYearMinus1Amt
Current Year$69,587CurrentYearAmt
Total$329,070TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$493,605GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,978OtherCostOrOtherBasisAmt
Depreciation$32,870DepreciationAmt
Book Value$16,108BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$221,058OtherCostOrOtherBasisAmt
Depreciation$219,390DepreciationAmt
Book Value$1,668BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,776TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED INVESTMENT FUNDDesc
Book Value$2,422,222BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,422,222TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$1,255,565TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$18,686NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$63,634DonatedServicesAndUseFcltsAmt
Revenue Not Reported$44,948RevenueNotReportedAmt
Revenue Subtotal$1,210,617RevenueSubtotalAmt
Other Revenues Not Included$53,462OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$53,462RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,264,079TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,512,291TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,512,291ExpensesSubtotalAmt
Other Expenses Not Included$54,636OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$54,636ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,566,927TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT FEES, NETTED WITH REVENUE 53,462.
PART XII, LINE 4B - OTHER ADJUSTMENTS:TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. INVESTMENT FEES, NETTED WITH REVENUE 53,462.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PATRICK KENNEDY
PRESIDENT/CEO/DIRECTOR$430,769$0$0$0$0$0$4,712$0$47,846$0$483,327$0$0$0
KARA KUKFA
CHIEF OF STAFF$175,000$0$0$0$0$0$6,125$0$54,247$0$235,372$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERDOLINO & LOWEY PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionKEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PCRelationshipDescriptionTxt
Transaction$65,000TransactionAmt
TransactionPAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND ADMINISTRATIVE SERVICES.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
- LEVERAGING TECHNOLOGY TO IMPROVE ACCESS AND QUALITY OF CARE ACROSSTHE NATION. - PROMOTING FASTER TRANSLATION OF NEUROSCIENCE RESEARCH INTO PREVENTATIVE AND TREATMENT INTERVENTIONS.
FORM 990, PART III, LINE 4A-POLICY: - EMBEDDING EQUITY INTO 988 POLICY BRIEF: THE KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY AT THE SATCHER HEALTH LEADERSHIP INSTITUTE CONDUCTED A LITERATURE AND LEADERSHIP EXPERIENCE SURVEY TO NATIONAL STAKEHOLDERS TO INFORM THE RELEASE OF A NATIONAL POLICY BRIEF ENTITLED EMBEDDING EQUITY INTO 988, THE NEW PSYCHIATRIC EMERGENCY LINE THAT WILL REPLACE 911 AND THE SUICIDE PREVENTION HOTLINE. THE REPORT HIGHLIGHTS SPECIFIC POPULATIONS THAT HAVE BEEN HISTORICALLY NEGLECTED BY CRISIS RESPONSE AND PROVIDES EVIDENCE-BACKED RECOMMENDATIONS ON HOW TO ENSURE EQUITY IS ACHIEVED THROUGH EFFECTIVE ADMINISTRATION OF 988. THE REPORT WILL INFORM NATIONAL EQUITY EVALUATION MEASURES THAT KSCMHE WILL UNDERTAKE IN YEAR 1 OF 988'S IMPLEMENATION TO ASSESS WHETHER OUTREACH TO THESE GROUPS IS ATTAINED AND SUSTAINED. -CONVENING LEADERSHIP: - CRIMINAL JUSTICE AND EQUITY ROUNDTABLE SERIES: IN 2021, KSCMHE WORKED WITH THE WELLPATH CARES FOUNDATION TO SET THE GROUNDWORK FOR A FIVE-PART SERIES OF VIRTUAL ROUNDTABLES TO LAUNCH IN 2022 DEDICATED TO ADDRESSING THE LANDSCAPE OF INEQUITIES THAT AFFECT JUSTICE INVOLVED INDIVIDUALS. VIRTUAL ROUNDTABLES WILL INCLUDE "CRIMINAL JUSTICE AND EQUITY: BRIDGING THE GAPS." GLOBAL LISTENERS FROM ACROSS DISCIPLINES ARE WELCOME TO TUNE IN, INCLUDING PARTICIPANTS IN ACADAMIA, PUBLIC HEALTH, STUDENTS, LEGISLATORS, ACTIVISTS, RESEARCHERS, AND ALLIED HEALTH PROFESSIONALS. THIS SERIES OF VIRTUAL EVENTS BY KSCMHE IS SPONSORED BY WELLPATH CARES FOUNDATION AND WILL INVITE PANELISTS THAT REPRESENT A DIVERSE, INCLUSIVE, AND UNIQUE SET OF VOICES IN THE FIELD, TO SPEAK ON A MYRIAD OF ISSUES THAT INFLUENCE OUTCOMES FOR INDIVIDUALS AFFECTED BY THE CRIMINAL JUSTICE SYSTEM. ESTEEMED PANELISTS, WHILE LEADERS AND EXPERTS IN THEIR FIELD, WILL ALSO SHARE A CLOSE AND PERSONAL CONNECTION TO EQUITY WORK. - INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATION/ONE MIND: THE KENNEDY FORUM CONTINUES TO SUPPORT IMHRO/OM IN ITS DEVELOPMENT OF PROGRAMS IN THE AREA OF BRAIN SCIENCE. THE KENNEDY FORUM VIEWS RESEARCH AND OPEN SCIENCE AS CRITICAL COMPONENTS OF THE INTEGRATED HEALTH CARE SYSTEM WE NEED. THROUGH THE KENNEDY FORUM'S PARTNERSHIP WITH ONE MIND, DISCOVERIES IN BRAIN HEALTH-GUIDED BY THE PRINCIPLES OF LARGE-SCALE, OPEN-SCIENCE RESEARCH-HAVE BEEN AUGMENTED. - ONE MIND INITIATIVE AT WORK: IN 2021, THE KENNEDY FORUM CONTINUED ITS PARTNERSHIP WITH THE ONE MIND INSTITUTE TO FURTHER DEVELOP A COALITION OF BUSINESS LEADERS WITH THE GOAL OF TRANSFORMING APPROACHES TO MENTAL HEALTH AND ADDICTION IN THE WORKPLACE.
FORM 990, PART VI, SECTION A, LINE 3THE MANAGEMENT OF CERTAIN FINANCIAL OPERATIONS HAS BEEN DELEGATED TO VERDOLINO & LOWEY, P.C.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11BEACH 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 12CTHE 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 15THE 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 18THE 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 19THE 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 XI, LINE 9:TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE KENNEDY FORUM-ILLINOIS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11541 N WELLS STREET 2ND FLAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesIMPROVE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTIONPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$650,876TotalIncomeAmt
End Of Year Assets$277,713EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MENTAL HEALTH LEADERSHIP INITIATIVE INCBusinessNameLine1Txt

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