MENTAL HEALTH LEADERSHIP INITIATIVE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH LEADERSHIP INITIATIVE INC (EIN 46-5714524)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349324081
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:44:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043023027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDOLINO & LOWEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 WASHINGTON ST SUITE 101 | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465714524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH LEADERSHIP INITIATIVE INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O VERDOLINO & LOWEY PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 7325730300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 WASHINGTON ST 101 | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH D LOWEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5085431720 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEITH | PersonFirstNm |
| Person Last | LOWEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER MEDEIROS CPA | PreparerPersonNm |
| PTIN | P00458639 | PTIN |
| Phone | 5085431720 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBA THE KENNEDY FORUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK KENNEDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 573 | AddressLine1Txt |
| City | BRIGANTINE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,983,459 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEKENNEDYFORUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PAGE 2, PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,881,825 | PYContributionsGrantsAmt |
| CY Contributions Grants | $863,997 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $288,809 | PYInvestmentIncomeAmt |
| CY Investment Income | $231,593 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$498,067 | PYOtherRevenueAmt |
| CY Other Revenue | -$62,791 | CYOtherRevenueAmt |
| PY Total Revenue | $1,672,567 | PYTotalRevenueAmt |
| CY Total Revenue | $1,032,799 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,715,991 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,849,950 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $295,758 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,014,716 | PYOtherExpensesAmt |
| CY Other Expenses | $728,248 | CYOtherExpensesAmt |
| PY Total Expenses | $4,730,707 | PYTotalExpensesAmt |
| CY Total Expenses | $2,578,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,058,140 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,545,399 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,502,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,462,402 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $255,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,246,730 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,367,195 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 (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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $863,225 | ExpenseAmt |
| Desc | PARTNERSHIPS: MENTAL HEALTH FOR US, A NONPARTISAN EDUCATIONAL INITIATIVE LAUNCHED IN 2019, ELEVATED MENTAL HEALTH AND ADDICTION IN POLICY CONVERSATIONS DURING THE 2020 ELECTION CYCLE. THE INITIATIVE, WHICH WAS SUPPORTED BY MORE THAN 100 PARTNER ORGANIZATIONS, PRESENTED A COMPREHENSIVE POLICY PLATFORM WITH THREE MAIN FOCUS AREAS: PREVENTION, ACCESS AND INTERVENTION, AND RECOVERY. FORMER U.S. REP. PATRICK J. KENNEDY (D-RI) AND FORMER SENATOR GORDON SMITH (R-OR) SERVED AS CO-CHAIRS. (CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS)MENTAL HEALTH FOR US SURVEYED TOP PRESIDENTIAL CANDIDATES ABOUT THEIR MENTAL HEALTH PLATFORMS, KICKING OFF POLICYMAKER AND VOTER ENGAGEMENT EFFORTS NATIONWIDE. NEARLY 14,000 PEOPLE WERE ENGAGED DURING HIGH-PROFILE GRASSROOTS EVENTS. IN 2019, THE INITIATIVE EDUCATED VOTERS IN WASHINGTON, DC; IOWA; AND NEW HAMPSHIRE.IN 2020, ADDITIONAL TOWN HALL-STYLE EVENTS WERE HOSTED: -JANUARY 2020, THE HARVEN STUDENT ROUNDTABLE, UNIVERSITY OF SOUTHERN CALIFORNIA, LOS ANGELES, CA -JANUARY 2020, BOVARD AUDITORIUM, UNIVERSITY OF SOUTHERN CALIFORNIA, LOS ANGELES, CA -FEBRUARY 2020, AGENDA FOR CHANGE: UNITE, CONNECT, ACT; KENNEDY CAUCUS ROOM, RUSSELL SENATE BUILDING, WASHINGTON, DCDUE TO COVID-BASED RESTRICTIONS, THE KENNEDY FORUM ULTIMATELY SHIFTED TO WEEKLY COALITION CALLS, ZOOM MEETINGS AND WEBINARS WITH COALITION PARTNERS-AND PRODUCED ROBUST DIGITAL COMMUNICATIONS AND TOOLKITS FOR USE THROUGHOUT THE 2020 ELECTION CYCLE.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, VISIBLE LEADERSHIP COUNCIL. PRIORITIES INCLUDE: -FIGHTING STIGMA AND DISCRIMINATION THROUGH HIGH-IMPACT COMMUNICATIONS; -INCREASING THE MENTAL HEALTH OF THE WORKFORCE; 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 2020, 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 (FORMERLY "ON 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: IN FEBRUARY 2020, TKFI HOSTED "COMMUNITY, SPORTS, AND MENTAL WELLNESS" AT KENNEDY-KING COLLEGE. ON THE EVE OF THE NBA ALL-STAR WEEKEND, TKFI CONVENED TOP TALENT, COMMENTATORS, AND COMMUNITY LEADERS TO SHINE A SPOTLIGHT ON THE WAYS IN WHICH PROFESSIONAL SPORTS TEAMS AND THEIR PLAYERS ARE EMBRACING MENTAL WELLNESS AS A WAY TO SUCCEED ON AND OFF THE PLAYING FIELD. THE EVENT ALSO ADDRESSED HOW COMMUNITIES CAN BENEFIT FROM THESE APPROACHES AND ADOPT SIMILAR TECHNIQUES. SPEAKERS INCLUDED METTA WORLD PEACE, ELZIE LEE "LZ" GRANDERSON, CHAMIQUE HOLDSCLAW, AND DR. WILLIAM PARHAM. NEARLY 300 PEOPLE ATTENDED IN PERSON AND OVER 100 VIEWED THE YOUTUBE VIDEO. -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 THE STRONGEST STATE MENTAL HEALTH AND ADDICTION PARITY LAW IN THE COUNTRY IN ORDER TO HELP END INSURANCE DISCRIMINATION. THE ORGANIZATION AIDED STATE GOVERNMENT IN FULLY IMPLEMENTING THE PARITY LAW WHILE EDUCATING CONSUMERS ABOUT THEIR RIGHTS UNDER THE LAW.TKFI RAISED $789,595 IN 2020 IN SUPPORT OF ITS INITIATIVES.SUTTER HEALTH-THE KENNEDY FORUM 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. THE SUTTER HEALTH/KENNEDY FORUM FELLOW, HIRED MID-2019, CONTINUED THROUGH 2020. THE KENNEDY FORUM AND STEINBERG INSTITUTE CONTINUED TO HOST LEGISLATIVE BRIEFINGS FOR MORE THAN 50 LEGISLATIVE STAFF AND ADVOCATES ON A LANDMARK MENTAL HEALTH DECISION WIT V. UNITED BEHAVIORAL HEALTH FROM THE U.S. DISTRICT COURT FOR THE NORTHERN DISTRICT OF CALIFORNIA AND THE NEED TO AMEND CALIFORNIA LAW BASED ON THE COURT'S FINDINGS. IN 2020, THE KENNEDY FORUM AND STEINBERG INSTITUTE CONVENED A COALITION OF MORE THAN 50 SUPPORTING ORGANIZATIONS TO ADVANCE SENATE BILL 855, WHICH AMENDED CALIFORNIA'S MENTAL HEALTH PARITY ACT, TO REQUIRE INSURERS REGULATED BY CALIFORNIA TO FOLLOW GENERALLY ACCEPTED STANDARDS OF CARE. SB 855 WAS PASSED BY THE LEGISLATURE AND SIGNED BY GOVERNOR GAVIN NEWSOM IN SEPTEMBER 2020. THE LAW TOOK EFFECT JANUARY 1, 2021.THE KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY IN THE SATCHER HEALTH LEADERSHIP INSTITUTE AT MOREHOUSE SCHOOL OF MEDICINE - 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. 2020 ACCOMPLISHMENTS INCLUDE: -PARITY: - MENTAL HEALTH PARITY SCORECARDS. BUILDING ON THE MOMENTUM FROM TWO REPORTS AND 50 STATE REPORT CARDS EVALUATING STATES PARITY STATUTES, KSCMHE STAFF CONTINUED TO COMMUNICATE WITH OVER A DOZEN STATES THAT REQUESTED DATA ON THEIR SCORES AND STRATEGIES FOR IMPROVEMENT. STAFF ALSO CONTINUED TO CONDUCT FURTHER LEGAL EPIDEMIOLOGY ANALYSIS OF STATE PARITY LAWS. -DEVELOPING HEALTH LEADERS: - COMMUNITY HEALTH ADVANCED BY MEDICAL PRACTICE SUPERSTARS (CHAMPS). CHAMPS IS A YEAR-LONG TRANSFORMATIONAL LEADERSHIP FELLOWSHIP THAT EDUCATES AND EMPOWERS EARLY/MID-CAREER PHYSICIANS AND PHYSICIAN ASSISTANTS PRACTICING IN MEDICALLY UNDERSERVED AREAS OF METROPOLITAN ATLANTA AND RURAL GEORGIA WHO ARE IN EMERGING LEADERSHIP ROLES TO LEAD CHANGE WITHIN THEIR INSTITUTIONS, LARGER SURROUNDING ENVIRONMENTS, AND AT THE NATIONAL LEVEL. FELLOWS ARE TRAINED IN HEALTH POLICY AND ADVOCACY. - CONTINUATION OF SMART AND SECURE CHILDREN QUALITY PARENTING LEADERSHIP DEVELOPMENT PROGRAM (SSC). SSC IS A UNIQUE PARENT LEADERSHIP MODEL, DESIGNED WITH AND FOR MEMBERS OF DISPARATE TARGETED COMMUNITIES, AS A FRAMEWORK TO REDUCE AND ELIMINATE HEALTH INEQUITIES IN EARLY CHILDHOOD. IT HELPS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH BY TRAINING AND EMPLOYING PARENTS TO LEAD PARENTING EDUCATION SESSIONS THAT TRANSFORM PARENTING CULTURE AND PROVIDE COMMUNAL SOCIAL SUPPORT. THE MODEL HAS RESULTED IN THE TRAINING OF HUNDREDS OF PARENTS AND THE DEVELOPMENT OF AN EXCEPTIONAL CADRE OF PARENT LEADERS AND MENTORS. COMMUNITIES SERVED REPRESENT AREAS OF SIGNIFICANT HEALTH DISPARITIES AND SOCIOECONOMIC DISADVANTAGE. SSC WAS EXPANDED IN GEORGIA AND HAS BEEN REPLICATED IN OVER A DOZEN OTHER STATES AS PART OF A NIH-FUNDED RESEARCH PROJECT. INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATION/ONE MIND INSTITUTE - THE KENNEDY FORUM CONTINUES TO SUPPORT IMHRO/OMI 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 2020, 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.CENTER FOR HIGH IMPACT PHILANTHROPY, PHILANTHROPIC GUIDE - THE KENNEDY FORUM PARTNERED WITH THE CENTER FOR HIGH IMPACT PHILANTHROPY AT THE UNIVERSITY OF PENNSYLVANIA AND PROVIDED IN-KIND SUPPORT FOR THE LAUNCH AND DEVELOPMENT OF THE FIRST PHILANTHROPIC GUIDE TO FOCUS ON MENTAL HEALTH AND SUBSTANCE USE DISORDER. THE INAUGURAL GUIDE, RELEASED IN EARLY 2020, EDUCATES PHILANTHROPISTS BY DEFINING A NEED; OUTLINING THE ROLE OF STIGMA, MISINFORMATION, AND CRIMINAL JUSTICE; AND MAKING THE CASE FOR INCREASED PHILANTHROPY AROUND THESE ISSUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $715,954 | ExpenseAmt |
| Desc | POLICY DEVELOPMENT AND PROMOTION:GENERAL POLICY RECOMMENDATIONS:THE KENNEDY FORUM CONTINUED TO PROMOTE AND UPDATE THE FIVE KEY PUBLIC PILLARS IT DEVELOPED TO IMPROVE MENTAL HEALTH AND SUBSTANCE USE TREATMENT: (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 & FITNESSTHESE 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 2020, 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 50 NATIONAL AND INTERNATIONAL 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 DOZENS OF TIMES IN 2020 ON COVID AND MENTAL HEALTH. THESE EVENTS INCLUDED: -LEGISLATIVE BRIEFING ON PARITY, SACRAMENTO, CA -MENTAL HEALTH ROUNDTABLE, US CAPITOL, WASHINGTON, DC -PASTEUR FOUNDATION GALA, NEW YORK, NEW YORK -FACEBOOK LIVE WITH PATRICK J. KENNEDY, FIRST LADY OF NEW YORK CITY CHIRLANE MCCRAY AND KENNETH ROSENBERG, MD -ALEXANDRIA SUMMIT/DUKE MARGOLIS WEBINAR: DEVELOPING A THERAPEUTIC RESPONSE TO COVID-19 -SAMUEL CENTRE FOR SOCIAL CONNECTEDNESS IN COLLABORATION WITH THE HUMAN RIGHTS WATCH, AN INTIMATE DISCUSSION: THE RIGHT TO BELONG -320 FESTIVAL PANEL: "CULTURAL PERSPECTIVES ON MENTAL HEALTH" -FACEBOOK LIVE WITH ANGELA WILLIAMS, EASTERSEALS -NEVER ALONE SUMMIT, HOSTED BY THE CHOPRA FOUNDATION AND JOHN W. BRICK MENTAL HEALTH FOUNDATION -STRONGER THAN YOU THINK: A NATIONAL LIVE STREAM EVENT -NATIONAL CENTER FOR STATE COURTS WEBINAR -ENERGY & COMMERCE COMMITTEE HEARING: HIGH ANXIETY AND STRESS: LEGISLATION TO IMPROVE MENTAL HEALTH DURING CRISIS -MOBILIZE RECOVERY 2020 -NACBH PUBLIC POLICY WEBINAR SERIES - CHILDREN'S MENTAL HEALTH -PARTNERSHIP TO END ADDICTION PODCAST WITH ELIZABETH VARGAS -PEACE ONE DAY, PANEL 'MENTAL HEALTH/PEACE OF MIND -HEALTH SESSION - A COLLABORATIVE DISCUSSION WITH BORN THIS WAY, STEVE FUND, TREVOR PROJECT & THE KENNEDY FORUM -MENTAL HEALTH COLORADO'S 38TH ANNUAL TRIBUTE GALA -ROBERT WOOD JOHNSON FOUNDATION HEALTH POLICY FELLOWS AT THE NATIONAL ACADEMY OF MEDICINE HOST A PANEL DISCUSSION ON MENTAL HEALTH AND SUBSTANCE USE, GEORGE WASHINGTON UNIVERSITY -MUSIC AND MIND LIVE WITH RENEE FLEMING: THE IMPACT OF MUSIC ON MENTAL HEALTH AND ADDICTION -MAKE A DIFFERENCE SUMMIT US IN ASSOCIATION WITH MINDSHARE PARTNERS -STEVE FUND-HARVARD CHAN FORUM WEBINAR PROGRAM: INNOVATING IN THE WORKPLACE: SUPPORTING MENTAL HEALTH OF YOUNG PEOPLE OF COLOR DURING COVID-19 AND BEYOND -ILLINOIS COURT MANAGEMENT CONFERENCE: HOW MENTAL ILLNESS AND TRAUMA AFFECT QUALITY OF LIFE -7TH ANNUAL ABHW BEHAVIORAL HEALTH POLICY SUMMIT -BECK INSTITUTE EXCELLENCE SUMMIT -CARTER CENTER VIRTUAL CONVERSATION EVENT HONORING ROSALYNN CARTER -THIRD NATIONAL CONFERENCE ON ADVANCING EARLY PSYCHOSIS CARE IN THE UNITED STATES ADDRESSING INEQUITIES - RACE, CULTURE, AND COVID; STANFORD DEPARTMENT OF PSYCHIATRY & BEHAVIORAL SCIENCES -THE KENNEDY FORUM WEBINAR: GAME CHANGER: IMPLICATIONS OF THE WIT V. UNITED BEHAVIORAL HEALTH RULINGIN ADDITION TO THE EVENTS ABOVE, REPRESENTATIVES OF THE KENNEDY FORUM WERE INVITED TO COLLABORATE AND STRATEGIZE WITH OTHER STAKEHOLDERS IN MENTAL HEALTH AND ADDICTION POLICY, INCLUDING THE WORLD HEALTH ORGANIZATION, WORLD BANK, WELL BEING TRUST, TRUST FOR AMERICA'S HEALTH, MILKEN INSTITUTE, ACTION ALLIANCE US COVID 19 MENTAL HEALTH AND SUICIDE PREVENTION NATIONAL RESPONSE EFFORT (CONGRESSMAN KENNEDY CO-CHAIRS WITH NATIONAL INSTITUTE OF MENTAL HEALTH DIRECTOR DR. JOSHUA GORDON), BIPARTISAN BEHAVIORAL HEALTH INTEGRATION TASK FORCE (CONGRESSMAN KENNEDY SERVES AS CO-CHAIR WITH JOHN E. SUNUNU, FORMER U.S. SENATOR OF NEW HAMPSHIRE), CEO HUDDLE, INSEPARABLE, ALEXANDRIA SUMMIT - DUKE MARGOLIS HEALTHCARE POLICY WORK GROUP AND OTHERS. PATRICK J. KENNEDY ALSO PARTICIPATED IN NUMEROUS PRESS INTERVIEWS WITH MSNBC, THE FREEDOM WRITERS FORUM, POLITICO, AP, AND OTHERS.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 ONCE A MONTH 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 HUDDLE - 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $840,763 | ExpenseAmt |
| Desc | PARITY 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 2020, 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. AS PART OF ITS PARITY EDUCATION AND APPEALS RIGHTS EFFORTS, THE KENNEDY FORUM RELEASED A NEW HEALTH INSURANCE APPEALS GUIDE WITH THE NATIONAL ALLIANCE ON MENTAL ILLNESS THAT DESCRIBES PATIENTS' RIGHTS UNDER THE FEDERAL PARITY LAW AND APPEALS STRATEGIES WHEN THEY EXPERIENCE A DENIAL OF CARE.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.IN 2017, THE KENNEDY FORUM DEVELOPED A RESOURCE GUIDE "NAVIGATING THE NEW FRONTIER OF MENTAL HEALTH AND ADDICTION: A GUIDE FOR THE 115TH CONGRESS." THE GUIDE OUTLINES WHAT EACH MEMBER CAN DO TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE, REGARDLESS OF PARTY OR COMMITTEE, TO IMPROVE HEALTH OUTCOMES, BREAK DOWN BARRIERS TO CARE, AND IMPROVE THE WAY OUR SOCIETY APPROACHES MENTAL HEALTH AND ADDICTION OUTSIDE OF CLINICAL SETTINGS. IN 2019 AND 2020, THE KENNEDY FORUM CONTINUED TO PARTNER WITH WELL BEING TRUST TO UPDATE AND AUGMENT AN UPDATED VERSION OF THE POLICY GUIDE, WHICH WAS RELEASED IN EARLY 2020. 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 2020, 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. TWENTY-NINE PARTNER ORGANIZATIONS HAVE JOINED THE 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; FOUNTAIN HOUSE; AMERICAN FOUNDATION FOR SUICIDE PREVENTION; FOUNTAIN HOUSE; COMMUNITY CATALYST; AMERICAN MENTAL WELLNESS ASSOCIATION; AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY; TREATMENT ADVOCACY CENTER; AND FOUNTAIN HOUSE.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 CONTINUES TO CONVENE A LEGAL TASK FORCE, CONSISTING OF LAWYERS FROM ACROSS THE COUNTRY, TO DISCUSS AND DISSEMINATE DECIDED AND ACTIVE CASES INVOLVING PARITY AND/OR HEALTH EQUITY, AS WELL AS REVIEW ATTORNEYS GENERAL PRESSURES ON INSURERS TO SECURE PARITY AND DRAFT LEGISLATION FOR ENFORCEMENT OF THE PARITY LAW. 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, WHICH HAS BEEN ENACTED BY NEARLY 20 STATES ACROSS THE COUNTRY TO IMPROVE HEALTH PLANS' PARITY COMPLIANCE REPORTING. THE KENNEDY FORUM ALSO DEVELOPED THE JIM RAMSTAD MODEL STATE LEGISLATION TO ADVANCE MENTAL HEALTH AND ADDICTION EQUITY BY REQUIRING COMPLIANCE WITH GENERALLY ACCEPTED STANDARDS OF CARE BASED OFF OF SB 855 IN CALIFORNIA. THE MODEL LEGISLATION HAS BEEN ENDORSED BY 40 OTHER ORGANIZATIONS AND WAS ENACTED IN 2020 IN ILLINOIS AND OREGON. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | -$475,000 | ExpenseAmt |
| Desc | REPAYMENT OF PROGRAM RELATED INVESTMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | -$475,000 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,944,942 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDOLINO & LOWEY PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085431720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 WASHINGTON ST 101 | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATRICK KENNEDY | |||||||
| PRESIDENT/CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $500,000 | $0 | $50,995 | |
| KEITH LOWEY | |||||||
| TREASURER/DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALLAN FOX | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRAHAM | |||||||
| SECRETARY | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| KARA KUKFA | |||||||
| CHIEF OF STAFF | 40.00 | $175,000 | $0 | $57,787 | Yes (X) | ||
| CHERYL POTTS | |||||||
| FORUM DIRECTOR | 40.00 | $150,000 | $0 | $3,750 | Yes (X) | ||
| DAVID LLOYD | |||||||
| SENIOR POLICY ADVISOR | 40.00 | $134,950 | $0 | $4,548 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $959,950 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $117,080 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURA STRATEGIES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2011 CRYSTAL DRIVE 1005 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | COMMUNICATIONS STRATEGY/PUBLIC AFFAIRS | ServicesDesc |
| Compensation | $508,081 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $182,328 | FundraisingAmt |
| All Other Contributions | $681,669 | AllOtherContributionsAmt |
| Total Contributions | $863,997 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,423 | TotalRevenueColumnAmt |
| Exclusion | $118,423 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,001,039 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,887,869 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,170 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,170 | TotalRevenueColumnAmt |
| Exclusion | $113,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $182,328 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $62,791 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,791 | TotalRevenueColumnAmt |
| Exclusion | -$62,791 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,032,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $168,802 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,950 | TotalAmt |
| Program Services | $703,955 | ProgramServicesAmt |
| Management And General | $96,747 | ManagementAndGeneralAmt |
| Fundraising | $159,248 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,543 | TotalAmt |
| Program Services | $436,420 | ProgramServicesAmt |
| Management And General | $53,302 | ManagementAndGeneralAmt |
| Fundraising | $50,821 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,422 | TotalAmt |
| Program Services | $26,921 | ProgramServicesAmt |
| Management And General | $3,542 | ManagementAndGeneralAmt |
| Fundraising | $4,959 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,872 | TotalAmt |
| Program Services | $167,103 | ProgramServicesAmt |
| Management And General | $21,987 | ManagementAndGeneralAmt |
| Fundraising | $30,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,163 | TotalAmt |
| Program Services | $71,564 | ProgramServicesAmt |
| Management And General | $9,416 | ManagementAndGeneralAmt |
| Fundraising | $13,183 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,792 | TotalAmt |
| Program Services | $3,594 | ProgramServicesAmt |
| Management And General | $1,198 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,161 | TotalAmt |
| Program Services | $88,621 | ProgramServicesAmt |
| Management And General | $29,540 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,162 | TotalAmt |
| Program Services | $20,162 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,862 | TotalAmt |
| Management And General | $55,862 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,099 | TotalAmt |
| Program Services | $48,356 | ProgramServicesAmt |
| Management And General | $726 | ManagementAndGeneralAmt |
| Fundraising | $1,017 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,571 | TotalAmt |
| Program Services | $55,154 | ProgramServicesAmt |
| Management And General | $7,257 | ManagementAndGeneralAmt |
| Fundraising | $10,160 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,210 | TotalAmt |
| Program Services | $15,465 | ProgramServicesAmt |
| Management And General | $2,033 | ManagementAndGeneralAmt |
| Fundraising | $2,712 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,599 | TotalAmt |
| Program Services | $8,312 | ProgramServicesAmt |
| Management And General | $38,814 | ManagementAndGeneralAmt |
| Fundraising | $473 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $636,470 | $636,470 | ||
| OPERATIONS | $176,252 | $137,845 | $16,004 | $22,403 |
| BANK FEES | $1,070 | $1,070 | ||
| PROGRAM RELATED INVESTM | -$475,000 | -$475,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578,198 | TotalAmt |
| Program Services | $1,944,942 | ProgramServicesAmt |
| Management And General | $337,498 | ManagementAndGeneralAmt |
| Fundraising | $295,758 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,540 | BOYAmt |
| EOY | $773,265 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,178 | BOYAmt |
| EOY | $894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,739 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217 | BOYAmt |
| EOY | $280,934 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,065 | BOYAmt |
| EOY | $22,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $260,692 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $241,289 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,438 | BOYAmt |
| EOY | $19,403 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,106,927 | BOYAmt |
| EOY | $3,340,450 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,502,104 | BOYAmt |
| EOY | $4,462,402 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,374 | BOYAmt |
| EOY | $95,207 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,374 | BOYAmt |
| EOY | $95,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,246,730 | BOYAmt |
| EOY | $4,367,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,246,730 | BOYAmt |
| EOY | $4,367,195 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,502,104 | BOYAmt |
| EOY | $4,462,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,545,399 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $74,014 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $62,400 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $3,276 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$473,826 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,149,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,848,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $965,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,940,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $863,997 | CurrentTaxYearAmt |
| Total | $6,768,863 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,149,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,848,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $965,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,940,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $863,997 | CurrentTaxYearAmt |
| Total | $6,768,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,209,361 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,559,502 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $311,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,423 | CurrentTaxYearAmt |
| Total | $1,104,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,873,681 | TotalSupportAmt |
| Public Support CY170 | 0.57910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,162 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,162 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,095,827 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,115,989 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $305,799 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $76,450 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $371,112 | CurrentYearMinus3Amt |
| Current Year Minus2 | $342,762 | CurrentYearMinus2Amt |
| Current Year Minus1 | $389,369 | CurrentYearMinus1Amt |
| Current Year | $305,799 | CurrentYearAmt |
| Total | $1,409,042 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,113,563 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $34,699 | CurrentYearMinus1Amt |
| Current Year | $20,162 | CurrentYearAmt |
| Total | $54,861 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $92,778 | CurrentYearMinus3Amt |
| Current Year Minus2 | $85,691 | CurrentYearMinus2Amt |
| Current Year Minus1 | $97,342 | CurrentYearMinus1Amt |
| Current Year | $76,450 | CurrentYearAmt |
| Total | $352,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $528,392 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,232 | DepreciationAmt |
| Book Value | $14,402 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $221,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $216,057 | DepreciationAmt |
| Book Value | $5,001 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,403 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUND | Desc |
| Book Value | $3,340,450 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,340,450 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $1,176,142 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $74,014 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $62,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $62,791 | OtherRevenueAmt |
| Revenue Not Reported | $199,205 | RevenueNotReportedAmt |
| Revenue Subtotal | $976,937 | RevenueSubtotalAmt |
| Other Revenues Not Included | $55,862 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $55,862 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,032,799 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,058,953 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $537,791 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $537,791 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,521,162 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $57,036 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $57,036 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,578,198 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 62,791. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES, NETTED WITH REVENUE 55,862. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 62,791. REPAYMENT OF PROGRAM RELATED INVESTMENT 475,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. INVESTMENT FEES, NETTED WITH REVENUE 55,862. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FORUM & GALA | Event1Nm |
| Gross Receipts Event1 | $182,328 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $182,328 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $62,791 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $182,328 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $182,328 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $62,791 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,791 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$62,791 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE KENNEDY FORUM RECEIVES REGULAR REPORTING FROM GRANTEE ORGANIZATIONS REGARDING THE USE OF FUNDS RECEIVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK KENNEDY | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | $500,000 | $0 | $0 | $0 | $0 | $0 | $4,712 | $0 | $46,283 | $0 | $550,995 | $0 | $0 | $0 |
| KARA KUKFA | ||||||||||||||
| CHIEF OF STAFF | $175,000 | $0 | $0 | $0 | $0 | $0 | $6,125 | $0 | $51,662 | $0 | $232,787 | $0 | $0 | $0 |
| CHERYL POTTS | ||||||||||||||
| FORUM DIRECTOR | $150,000 | $0 | $0 | $0 | $0 | $0 | $3,750 | $0 | $0 | $0 | $153,750 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDOLINO & LOWEY PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PC | RelationshipDescriptionTxt |
| Transaction | $70,000 | TransactionAmt |
| Transaction | PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND ADMINISTRATIVE SERVICES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| - 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 III, LINE 4A | TECHAWARE - TECHAWARE IS A CONSUMER CAMPAIGN PRODUCED IN PARTNERSHIP WITH RECORDING ARTIST JON BURN. THE CAMPAIGN (WWW.THEKENNEDYFORUM.ORG/TECHAWARE) SEEKS TO ADDRESS THE IMPACT TECHNOLOGY CAN HAVE ON HUMAN CONNECTION, WHICH IS CRITICAL TO BRAIN HEALTH. CAMPAIGN GOALS: EMPOWER YOUTH AND PARENTS TO RECOGNIZE PROBLEMATIC BEHAVIOR AND TAKE STEPS TO COURSE CORRECT; EMPOWER STRATEGIC PARTNERS AND THE MEDIA TO UNDERSTAND AND COMMUNICATE EFFECTIVELY ABOUT TECH ADDICTION, PARTICULARLY IN YOUTH; AND EMPOWER POLICYMAKERS TO PROTECT YOUTH FROM HARMFUL TECHNOLOGY AND PREDATORY ENGAGEMENT TECHNIQUES. A CORRESPONDING SOCIAL MEDIA CAMPAIGN FOR TECHAWARE CALLED ON PEOPLE TO CREATE SHORT VIDEOS OF THEMSELVES SPENDING TIME WITH FRIENDS OR ENJOYING OUTDOOR ACTIVITY, SET TO THE SONG "GET OFF THE PHONE (WAKE UP AND DANCE) BY JON BURN. THE KENNEDY FORUM WORKED WITH A LICENSED CLINICAL SOCIAL WORKER (LCSW) TO PUBLISH A TIP SHEET FOR PARENTS AND OTHER CAREGIVERS TITLED, "ADDRESSING PROBLEMATIC TECH USE IN YOUNG PEOPLE." THE TIP SHEET WAS POSTED TO THE TECHAWARE WEBSITE AND IS CURRENTLY AVAILABLE FOR DOWNLOAD. SMART APPROACHES TO MARIJUANA (SAM) - SAM IS AN ALLIANCE OF ORGANIZATIONS AND INDIVIDUALS DEDICATED TO A HEALTH-FIRST APPROACH TO MARIJUANA POLICY. SAM ENVISIONS A SOCIETY WHERE MARIJUANA POLICIES ARE INFORMED BY SCIENTIFIC RESEARCH ON HEALTH IMPACT, RATHER THAN COMMERCIALIZATION GOALS. THE KENNEDY FORUM SUPPORTS SAM'S MISSION TO EDUCATE CITIZENS ON THE POTENTIAL DANGERS OF MARIJUANA USE AND PUT PUBLIC HEALTH BEFORE PROFIT. |
| 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 XI, LINE 9: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. REPAYMENT OF PROGRAM RELATED INVESTMENT -475,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNEDY FORUM-ILLINOIS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 N WELLS STREET 2ND FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | IMPROVE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $727,195 | TotalIncomeAmt |
| End Of Year Assets | $388,798 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH LEADERSHIP INITIATIVE INC | BusinessNameLine1Txt |
Comments