2021-07-14T12:07:27-05:00 2020-12-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN ST PROVIDENCE RI 02904 990 2020-01-01 270963869 EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC EDWA 6177407000 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 SUE HEILMAN INTERIM EXECUTIVE DIRECTOR 6177407000 2021-07-12 1 SUE HEILMAN 999009999 P01399337 4012742001 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUE HEILMAN 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 9589789 0 X EMKINSTITUTE.ORG X 2009 MA THE EDWARD M. KENNEDY INSTITUTE IS A NONPARTISAN, CIVIC EDUCATION ORGANIZATION THAT ENGAGES STUDENTS AND VISITORS IN CONVERSATIONS ABOUT THE ESSENTIAL ROLE EACH PERSON PLAYS IN OUR DEMOCRACY AND IN OUR SOCIETY. 19 19 63 15 0 0 7370958 1751573 400511 15682 894382 175024 -164966 -21771 8500885 1920508 9090 0 0 0 4081267 2232545 0 0 856042 5671796 4675225 9762153 6907770 -1261268 -4987262 67339973 124855214 586552 61298908 66753421 63556306 X THE EDWARD M. KENNEDY INSTITUTE FOR THE UNITED STATES SENATE IS DEDICATED TO EDUCATING THE PUBLIC ABOUT THE IMPORTANT ROLE OF THE UNITED STATES SENATE IN OUR SYSTEM OF GOVERNMENT, ENCOURAGING PARTICIPATORY DEMOCRACY, INVIGORATING CIVIL DISCOURSE, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE CIVIC LIFE OF THEIR COMMUNITIES. 0 0 4146884 52749 SINCE OUR GRAND OPENING IN 2015, THE EDWARD M. KENNEDY INSTITUTE HAS OFFERED AWARD-WINNING, EXPERIENTIAL PROGRAMMING TO EDUCATE THE PUBLIC ABOUT OUR GOVERNMENT, TO ENCOURAGE CIVIL DISCOURSE, AND TO INSPIRE CIVIC ENGAGEMENT. IN RECENT YEARS, MORE THAN 20,000 STUDENTS AND ADULTS PARTICIPATED IN OUR INTERACTIVE PROGRAMS. IN 2020, AS A RESULT OF THE GLOBAL PANDEMIC, WE DEVELOPED THE CAPACITY TO OFFER THESE EXPERIENCES VIRTUALLY AND THOUSANDS OF STUDENTS AND ADULTS PARTICIPATED. WE ALSO CONTINUED TO DEVELOP THE PROGRAM NAMED "CIVIC CONVERSATIONS," ASSISTING 8TH THROUGH 12TH GRADE TEACHERS IN ACQUIRING THE SKILLS NECESSARY TO LEAD PRODUCTIVE CLASSROOM DISCUSSIONS ON DIFFICULT PUBLIC POLICY ISSUES. WE ALSO DEVELOPED A NEW INITIATIVE CALLED "JUST VOTE" FOCUSED ON THE CRITICAL IMPORTANCE OF VOTING DURING THE PANDEMIC AND A PRESIDENTIAL ELECTION YEAR. 4146884 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 39 0 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE ORGANIZATION 6177407000 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 BRUCE PERCELAY BOARD CHAIR/TREASURER/DIRECTOR (AS OF 4/20) 5.00 X X 0 0 0 VICTORIA REGGIE KENNEDY BOARD PRESIDENT/DIRECTOR 5.00 X X 0 0 0 ANDREW CARD JR DIRECTOR 2.00 X 0 0 0 BARBARA A SOULIOTIS DIRECTOR 2.00 X 0 0 0 CHRISTOPHER DODD DIRECTOR 2.00 X 0 0 0 CODY KEENAN DIRECTOR 2.00 X 0 0 0 FRED A SEIGEL DIRECTOR 2.00 X 0 0 0 HENRY M THOMAS III DIRECTOR 2.00 X 0 0 0 KATHERINE NEWMAN DIRECTOR 2.00 X 0 0 0 LINDA DORCENA FORRY DIRECTOR 2.00 X 0 0 0 MARTIN MEEHAN DIRECTOR 2.00 X 0 0 0 MICHAEL MATHIS DIRECTOR 2.00 X 0 0 0 PATRICK KENNEDY DIRECTOR 2.00 X 0 0 0 RANNY COOPER DIRECTOR 2.00 X 0 0 0 STEPHANIE CUTTER DIRECTOR 2.00 X 0 0 0 THOMAS A DASCHLE DIRECTOR 2.00 X 0 0 0 WILLIAM MO COWAN DIRECTOR 2.00 X 0 0 0 MARTIN LUTHER KING III DIRECTOR (AS OF 6/20) 2.00 X 0 0 0 PAUL REHME FORMER DIRECTOR OF COMPLIANCE (TO 10/20) 32.00 X 103435 0 4560 CAROLINE ANGEL BURKE VP OF EDUCATION 32.00 X 132998 0 26399 EILEEN DRISCOLL CAPE HOUSE PROJECT MANAGER 32.00 X 104448 0 8680 JASON ELIOT FACILITY DIRECTOR 32.00 X 121017 0 25766 LAUREN JANES SENIOR ADVISOR/ CLERK (AS OF 4/20) 32.00 X 95746 0 8212 557644 0 73617 4 1 1 0 INTERIM EXECUTIVE SOLUTIONS 94 CYNTHIA ROAD NEEDHAM MA 02494 ED, CFO, DEV DIR SERVICES 429462 VERDOLINO & LOWEY PC 124 WASHINGTON STREET SUITE 101 FOXBOROUGH MA 02035 ACCOUNTING SERVICES 209362 2 565550 1186023 1751573 TICKET REVENUE 611710 15682 15682 15682 139303 139303 7641827 7606106 35721 35721 35721 0 565550 58838 -58838 -58838 9202 4337 4865 4865 MUSUEM RENTALS 611710 32202 32202 32202 1920508 52749 0 116186 1796933 889502 631493 275938 43918 19117 19393 5408 227903 121602 80092 26209 163791 85779 57561 20451 101876 101876 335270 171591 112181 51498 97500 97500 20131 20131 457548 318607 68977 69964 288893 64853 14941 209099 87908 33186 34088 20634 163461 79646 76127 7688 1591295 1178304 332153 80838 10632 3978 4799 1855 1385257 1020380 297276 67601 135454 62839 53756 18859 6907770 4146884 1904844 856042 4066628 1506289 352526 525479 100000 146500 532173 344467 32995 34439 1855903 76605 26361939 8011912 19691578 18350027 7359001 8775818 26301607 25833821 7047562 69261769 67339973 124855214 341838 196277 29375 598600 215339 60504031 586552 61298908 X 41121512 37165573 25631909 26390733 66753421 63556306 67339973 124855214 -4987262 4459608 91895 -2761356 0 X 0 1 X 1 0 X 2078573 1561217 1535828 7370958 1751573 14298149 2078573 1561217 1535828 7370958 1751573 14298149 1173996 13124153 484232 308364 245870 269002 126894 1434362 78925 65600 37750 35250 217525 15950036 2159378 0.82280 0.77100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97500 97500 6810132 6907632 495382 123846 0 0 676905 625626 753220 495382 2551133 3826700 61000 60000 97500 218500 169226 156407 188305 123846 637784 956676 11099770 X X X 0 20897793 2832098 1277474 22452417 30403440 5996090 15501737 20897793 51739279 -16115314 5220525 30403440 48074228 6476415 2811364 51739279 48552743 2233635 2712150 48074228 0.82920 0.17080 0 0 2702500 2702500 23013849 7584435 15429414 645590 427477 218113 18350027 POOLED INVESTMENT FUND 25833821 F 25833821 RIGHT-OF-USE ASSETS OPERATING 18885 RIGHT-OF-USE ASSETS FINANCE 69242884 69261769 OPERATING LEASE LIABILITY 18717 FINANCE LEASE LIABILITY 60485314 60504031 X 6456217 4459608 91895 4337 4555840 1900377 20131 20131 1920508 6891976 4337 4337 6887639 20131 20131 6907770 PART III, LINE 4: THE COLLECTION INCLUDES PERSONAL EFFECTS, INCLUDING FURNITURE AND MEMORABILIA FROM SENATOR EDWARD KENNEDY'S OFFICE, WHICH IS USED AS PART OF A PUBLIC DISPLAY AT THE INSTITUTE. THIS PUBLIC DISPLAY FURTHERS THE INSTITUTE'S EXEMPT STATUS USING HISTORIC ITEMS TO GIVE THE PUBLIC AN OPPORTUNITY TO VISIT A RE-CREATION OF U.S. SENATOR KENNEDY'S UNITED STATES SENATE OFFICE WHICH WAS LOCATED IN THE RUSSELL SENATE OFFICE BUILDING. THE EXPERIENCE WILL PROVIDE ORIGINAL EXAMPLES OF ACHIEVEMENT IN PUBLIC POLICY AND ELECTIVE SERVICE. THE COLLECTION ALSO INCLUDES WARHOL SILKSCREENS, EDWARD M KENNEDY MEMORABILIA, PHOTOGRAPHS BY KEN REGAN AND A SENATE PIECE (MULTI-MEDIA ELECTRONIC KINETIC SCULPTURE), WHICH MAY BE USED IN PUBLIC DISPLAYS AND EVENTS FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE INSTITUTE AND ITS MISSION. THE INSTITUTE USES THE HYANNIS PORT, MA HOUSE TO SUPPORT AND ENHANCE ITS MISSION OF EDUCATING THE PUBLIC ABOUT THE U.S. GOVERNMENT, INVIGORATING PUBLIC DISCOURSE, EMPHASIZING THE IMPORTANCE OF BIPARTISANSHIP, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. SPECIFICALLY, THE HOUSE HOSTS SELECTED EDUCATIONAL SEMINARS AND FORUMS ORGANIZED BY THE INSTITUTE. PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE INSTITUTE OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE INSTITUTE ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE INSTITUTE CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 4,337. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 4,337. GALA FUNDRAISER 565550 565550 18376 40462 565550 565550 18376 40462 58838 -58838 X X X X 0 0 0 0 0 0 0 0 0 PAUL REHME FORMER DIRECTOR OF COMPLIANCE (TO 10 103435 0 0 0 0 0 3587 0 973 0 107995 0 0 0 CAROLINE ANGEL BURKE VP OF EDUCATION 132415 0 583 0 0 0 5336 0 21063 0 159397 0 0 0 X 1 FMV ON DATE OF DONATION X 1 FMV ON DATE OF DONATION 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE INSTITUTE'S LEGAL AGREEMENTS WITH THE UNIVERSITY OF MASSACHUSETTS PROVIDE FOR THEIR APPOINTMENT OF THREE INSTITUTE BOARD MEMBERS, WHICH INCLUDE THE UNIVERSITY'S PRESIDENT (MARTIN MEEHAN), THE UMASS BOSTON CHANCELLOR (KATHERINE NEWMAN) AND HENRY M. THOMAS, WHO IS A UNIVERSITY OF MASSACHUSETTS TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND EACH MEMBER OF THE BOARD OF DIRECTORS ARE PROVIDED WITH 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 INSTITUTE 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 INSTITUTE HAS LONG UTILIZED PROFESSIONAL CONSULTING FIRMS THAT SPECIALIZE IN NON-PROFIT ORGANIZATIONS, AND THESE FIRMS HAVE MADE RECOMMENDATIONS ON ORGANIZATIONAL STRUCTURE AND COMPENSATION LEVELS. 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 THREE 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 INSTITUTE.