MENTAL HEALTH LEADERSHIP INITIATIVE INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MENTAL HEALTH LEADERSHIP INITIATIVE INC (EIN 46-5714524)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349319579
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T16:29:07-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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

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Address Line1124 WASHINGTON ST SUITE 101AddressLine1Txt
CityFOXBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02035ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465714524EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MENTAL HEALTH LEADERSHIP INITIATIVE INCBusinessNameLine1Txt
Business Name Line2DBA THE KENNEDY FORUMBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMENTBusinessNameControlTxt
Phone7325730300PhoneNum

US Address USAddress

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Address Line1252 MAIN STREETAddressLine1Txt
CityMETUCHENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08840ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH D LOWEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5085431720PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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Preparer PersonHEATHER MEDEIROS CPAPreparerPersonNm
PTINP00458639PTIN
Phone5085431720PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerPATRICK KENNEDYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1252 MAIN STREETAddressLine1Txt
CityMETUCHENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08840ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,136,773GrossReceiptsAmt
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 Employee14TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$892,638PYContributionsGrantsAmt
CY Contributions Grants$1,881,825CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$272,698PYInvestmentIncomeAmt
CY Investment Income$288,809CYInvestmentIncomeAmt
PY Other Revenue-$519,594PYOtherRevenueAmt
CY Other Revenue-$498,067CYOtherRevenueAmt
PY Total Revenue$645,742PYTotalRevenueAmt
CY Total Revenue$1,672,567CYTotalRevenueAmt
PY Grants And Similar Paid$100,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,473,731PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,715,991CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$337,049CYTotalFundraisingExpenseAmt
PY Other Expenses$1,688,711PYOtherExpensesAmt
CY Other Expenses$3,014,716CYOtherExpensesAmt
PY Total Expenses$3,262,442PYTotalExpensesAmt
CY Total Expenses$4,730,707CYTotalExpensesAmt
PY Revenues Less Expenses-$2,616,700PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,058,140CYRevenuesLessExpensesAmt
Total Assets BOY$8,615,420TotalAssetsBOYAmt
Total Assets EOY$6,502,104TotalAssetsEOYAmt
Total Liabilities BOY$196,959TotalLiabilitiesBOYAmt
Total Liabilities EOY$255,374TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,418,461NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,246,730NetAssetsOrFundBalancesEOYAmt
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 ADDICTION 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. - LEVERAGING TECHNOLOGY TO IMPROVE ACCESS AND QUALITY OF CARE ACROSS THE NATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,129,437ExpenseAmt
DescPARTNERSHIPS: MENTAL HEALTH FOR US - IN 2019, MENTAL HEALTH FOR US, A NONPARTISAN EDUCATIONAL INITIATIVE, WAS CREATED TO ELEVATE MENTAL HEALTH AND ADDICTION IN POLICY CONVERSATIONS DURING THE 2020 ELECTION CYCLE. THE INITIATIVE, WHICH IS SUPPORTED BY MORE THAN 100 PARTNER ORGANIZATIONS, PRESENTS 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) SERVE AS CO-CHAIRS. (CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS)MENTAL HEALTH FOR US CREATED A 95-ORGANIZATION COALITION TO ELEVATE MENTAL HEALTH AND ADDICTION CONVERSATIONS DURING THE GENERAL ELECTION CYCLE. NEARLY 14,000 PEOPLE WERE ENGAGED DURING THREE HIGH-PROFILE GRASSROOTS EVENTS AND SURVEYED LEADING PRESIDENTIAL CANDIDATES ABOUT THEIR MENTAL HEALTH PLATFORMS, KICKING OFF OUR POLICYMAKER AND VOTER ENGAGEMENT EFFORTS AHEAD OF THE 2020 ELECTIONS.THE 2019 TOWN HALL EVENTS THAT TOOK PLACE AROUND THE COUNTRY TO EDUCATE AND INSPIRE VOTERS WERE: -JUNE, 2019 LAUNCH, AMERICAN FOUNDATION FOR SUICIDE PREVENTION ADVOCACY; WASHINGTON, DC -SEPTEMBER 27, 2019, DRAKE UNIVERSITY, DES MOINES, IOWA -DECEMBER 16, 2019, SAINT ANSELM COLLEGE, MANCHESTER, NHKENNEDY 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 STRENGTH 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 2019, 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: -ON THE TABLE: TKFI ENGAGED A DIVERSE GROUP OF ILLINOISANS IN THE "ON THE TABLE" INITIATIVE, DESIGNED TO ENGAGE COMMUNITY MEMBERS IN DISCUSSIONS REGARDING MENTAL HEALTH AND SUBSTANCE USE DISORDER TO IMPACT 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 WHICH INTERACTED WITH PEOPLE AND HOSTS THROUGHOUT THE OTT PROCESS, PROVIDING TIPS FOR SUCCESSFUL CONVERSATIONS AND WAYS TO STAY ENGAGED AFTER THE CONVERSATION. -5TH ANNUAL FORUM: THE JUNE 2019 ANNUAL CONVENING -- "WORKING WELL: INNOVATIVE STRATEGIES IN WORKPLACE WELL-BEING" - WAS ATTENDED BY OVER 500 INDIVIDUALS AND GENERATED THOUSANDS OF MEDIA IMPRESSIONS ACROSS THE GLOBE. THE 2019 CONVENING FOCUSED ON ADDRESSING EMPLOYEE MENTAL HEALTH AND WELL-BEING AS A STRATEGY FOR COMBATTING RISING RATES OF OVERDOSES AND SUICIDES NATIONWIDE. STRESS, BURNOUT, ADDICTION, AND DEPRESSION ULTIMATELY COST EMPLOYERS BILLIONS IN PRODUCTIVITY AND HEALTHCARE-RELATED EXPENSES. THIS FORUM CONVENED ADVOCATES, EMPLOYERS, HR PROFESSIONALS, LABOR LEADERS, AND OTHERS TO SHINE A SPOTLIGHT ON WORKPLACE WELL-BEING, AND, IN TURN, CREATE A BETTER HEALTH CARE SYSTEM FOR ALL. -SOUTH SIDE PROJECT: DELIVERED FREE MENTAL HEALTH TRAINING TO NEARLY 1,000 COMMUNITY STAKEHOLDERS FROM CHICAGO'S FAR SOUTH SIDE. THE TRAININGS INCLUDED INFORMATION ABOUT SIGNS AND SYMPTOMS OF MENTAL HEALTH, WHERE TO FIND RESOURCES IN THE COMMUNITY, AND WHEN AND HOW TO CONTACT A SPECIALLY TRAINED POLICE OFFICER IN A MENTAL HEALTH CRISIS. -POLICY: UNDER LEADERSHIP BY TKFI, ILLINOIS ENACTED THE STRONGEST STATE MENTAL HEALTH AND ADDICTION PARITY LAW IN THE COUNTRY IN ORDER TO HELP END INSURANCE DISCRIMINATION. THE ORGANIZATION WORKED WITH STATE GOVERNMENT AND DEPARTMENTS TO FULLY IMPLEMENT THE PARITY LAW WHILE EDUCATING THE COMMUNITY MEMBERS ABOUT THEIR RIGHTS UNDER THE LAW.TKFI RAISED $1,071,689 IN 2019 IN SUPPORT OF ITS INITIATIVES.SUTTER HEALTH-THE KENNEDY FORUM CALIFORNIA INITIATIVE - THE KENNEDY FORUM, IN PARTNERSHIP WITH THE STEINBERG INSTITUTE, MADE SUBSTANTIAL PROGRESS IN 2019 TOWARD IMPROVING COVERAGE OF MENTAL HEALTH AND ADDICTION TREATMENT AND INSURER COMPLIANCE WITH STATE AND FEDERAL PARITY LAWS. AFTER THE LANDMARK COURT MENTAL HEALTH DECISION WIT V. UNITED BEHAVIORAL HEALTH (UBH) FROM THE U.S. DISTRICT COURT FOR THE NORTHERN DISTRICT OF CALIFORNIA, THE KENNEDY FORUM AND STEINBERG INSTITUTE ADVANCED A CALIFORNIA RESOLUTION (ASSEMBLY CONCURRENT RESOLUTION 98) HIGHLIGHTING THE WIT DECISION AND CALLING FOR MEDICAL NECESSITY DETERMINATIONS TO BE CONSISTENT WITH GENERALLY ACCEPTED STANDARDS OF CARE. IT PASSED THE ASSEMBLY OVERWHELMINGLY IN AUGUST BY A MARGIN OF 77 TO 0. IN MID 2019, THE KENNEDY FORUM HIRED A SUTTER HEALTH/KENNEDY FORUM FELLOW, WHO WAS PIVOTAL IN THE PASSAGE OF ACR 98 THROUGH THE ASSEMBLY. IN OCTOBER, THE KENNEDY FORUM AND STEINBERG INSTITUTE HELD A LEGISLATIVE BRIEFING FOR MORE THAN 50 LEGISLATIVE STAFF AND ADVOCATES ON MEDICAL NECESSITY AND ENSURING COVERAGE FOR MEDICALLY NECESSARY MENTAL HEALTH AND ADDICTION CARE. IN LATE 2019, THE KENNEDY FORUM AND STEINBERG INSTITUTE WORKED ON LEGISLATION, SECURING SPONSORS FOR TWO KEY BILLS FOR THE 2020 LEGISLATIVE SESSION, WHICH WERE SUBSEQUENTLY INTRODUCED.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 COLLABORATIVELY TOWARD EQUAL TREATMENT OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS THROUGH TARGETED EFFORTS TO AGGREGATE AND ELEVATE PARITY IMPLEMENTATION WORK, CONDUCT RESEARCH, AND ENGAGE STAKEHOLDERS TO ADVANCE HEALTH EQUITY. 2019 ACCOMPLISHMENTS INCLUDE: -PARITY: - MENTAL HEALTH PARITY SCORECARDS. BUILDING ON THE MOMENTUM FROM THE TWO REPORTS AND 50 STATE REPORT CARDS EVALUATING STATES PARITY LAWS, KSCMHE STAFF COMMUNICATED WITH OVER A DOZEN STATES THAT REQUESTED DATA ON THEIR SCORES AND EXPLORING STRATEGIES FOR IMPROVEMENT. THE STAFF ALSO SECURED FUNDING TO CONDUCT FURTHER LEGAL EPIDEMIOLOGY ANALYSIS OF STATE PARITY LAWS. -EXCELLENCE IN RESEARCH: - COMPLETION OF THE INTEGRATED CARE LEADERSHIP PROGRAM (ICLP). ICLP PROVIDES CLINICAL AND ADMINISTRATIVE HEALTH CARE PROFESSIONALS WITH THE KNOWLEDGE AND TRAINING NEEDED TO BUILD OR STRENGTHEN CAPACITY TO SUCCESSFULLY DEVELOP AND SUSTAIN INTEGRATED BEHAVIORAL HEALTH AND PRIMARY CARE PRACTICES. THE OVERARCHING GOAL IS TO PROMOTE HEALTH EQUITY AMONG ECONOMICALLY DISADVANTAGED, MINORITY, AND LOWER INCOME POPULATIONS. IN 2018-2019, KSCMHE/ICLP PARTNERED WITH M3 INFORMATION, LLC TO PILOT THEIR INSTRUMENT (PREVIOUSLY VALIDATED IN ADULT POPULATIONS) WITH ADOLESCENT PATIENTS AT PARTICIPATING ICLP SITES IN KENTUCKY AND SOUTH CAROLINA. - ATLANTA-FULTON COUNTY PRE-ARREST DIVERSION. THE ATLANTA/FULTON COUNTY PRE-ARREST DIVERSION (PAD) INITIATIVE IS A TWO-YEAR PILOT PROGRAM THAT SEEKS TO OFFER ALTERNATIVES FOR PEOPLE WHO ARE ARRESTED FOR CRIMES THAT STEM FROM ADDICTION OR MENTAL HEALTH ISSUES. EVALUATION DESIGN AND ACTIVITIES WERE COMPLETED AND A FINAL REPORT ON RECIDIVISM AMONG PAD PARTICIPANTS WAS SUBMITTED. - GOAL-DIRECTED RESILIENCE INTERVENTION TRAINING (PROJECT GRIT). PROJECT GRIT IS AN NIMHD-FUNDED RESEARCH PROJECT THAT BUILDS RESILIENCE AMONG BLACK/AFRICAN AMERICAN WOMEN WITH POST-TRAUMATIC STRESS DISORDER (PTSD). IN 2019, KSCMHE PARTNERED WITH THE EMORY UNIVERSITY GRADY TRAUMA PROJECT (GTP) FOR PARTICIPANT RECRUITMENT AND DATA COLLECTION, ADAPTED THE INTERVENTION CURRICULUM FOR CULTURAL RELEVANCE FOR BLACK/AFRICAN AMERICAN WOMEN, AND DEVELOPED A MANUAL OF OPERATIONS, POLICIES, AND PROCEDURES (MOPP) TO GUIDE THE RESEARCH PROJECT. -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. THE CHAMPS CURRICULUM INCLUDED MODULES FROM THE ICLP, AND THE FELLOWS WERE TRAINED IN HEALTH POLICY AND ADVOCACY. THE FIRST COHORT OF CHAMPS FELLOWS COMPLETED THE PROGRAM AND THE SECOND COHORT BEGAN IN AUGUST 2019.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,045,201ExpenseAmt
DescPOLICY 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 POLICY PILLARS MUST ALL BE ADDRESSED TO OPTIMIZE THE KENNEDY FORUM'S MISSION OF PROMOTING MENTAL HEALTH AND SUBSTANCE USE CLINICAL AND FINANCIAL OUTCOMES. THE KENNEDY FORUM WILL CONTINUE TO PROMOTE AND LEVERAGE EXISTING AND NEW RELATIONSHIPS TO ENCOURAGE IMPLEMENTATION OF THE FIVE PILLARS TOWARD THE SYSTEM WE NEED IN HEALTH CARE WITH THE GOALS OF REALIZING PARITY AND HEALTH EQUITY.THROUGHOUT 2019, FORMER CONGRESSMAN PATRICK J. KENNEDY, ON BEHALF OF THE KENNEDY FORUM, DELIVERED KEYNOTE SPEECHES, HELD MEETINGS, AND PARTICIPATED IN PROGRAMS AT OVER 50 EVENTS ACROSS THE COUNTRY AND INTERNATIONALLY. THE PURPOSE OF VIRTUALLY ALL OF THESE EVENTS WAS TO PROMOTE THE POLICY DEVELOPED AND ADVOCATED BY THE KENNEDY FORUM. THESE EVENTS INCLUDED: -KEYNOTE, BIPARTISAN POLICY CENTER/WELL BEING TRUST MENTAL HEALTH ROUNDTABLE; WASHINGTON, DC -KEYNOTE: AN URGENT MATTER OF ACCESS: PURSUING PARITY AMID THE GREATEST PUBLIC HEALTH CRISIS OF OUR TIME, AND RECEIPT OF THE DISTINGUISHED SERVICE AWARD, NATIONAL COUNCIL CONFERENCE; NASHVILLE, TN -PANEL DISCUSSION WITH GAREN STAGLIN, MARTHA TEMPLE, HLTH CONFERENCE; LAS VEGAS, NV -KEYNOTE, EMPLOYEE ASSISTANCE ROUNDTABLE: HOW LARGE EMPLOYERS CAN HELP; OMAHA NE -AVIA MEDICAID TRANSFORMATION PROJECT; CHICAGO, IL -PANEL DISCUSSION WITH DR. KENNETH ROSENBERG, IPS 2019 THE MENTAL HEALTH SERVICES CONFERENCE; NEW YORK, NY -PANEL DISCUSSION, THE SILENT STIGMA: HEALING THE BRAIN WITH CHARLAMAGNE THA GOD, BRANDON MARSHALL, AND DR. MEHMET OZ, EIGHTH ANNUAL FORBES HEALTHCARE SUMMIT; NEW YORK, NY -PANEL DISCUSSION WITH DR. JOON YUN, 10TH ANNUAL WORTH POWER 100: REIMAGINING CAPITALISM; NEW YORK, NY -KEYNOTE UCONN: MENTAL HEALTH IS ESSENTIAL HEALTH; STORRS, CT -SOUTHERN CALIFORNIA GRANTMAKERS: FORESIGHT PHILANTHROPY -ALEXANDRIA SUMMIT NEUROSCIENCE 2019; NEW YORK, NY -KEYNOTE, SOUTHERN CALIFORNIA GRANTMAKERS: FORESIGHT PHILANTHROPY; LOS ANGELES, CA -KEYNOTE: THRESHOLDS 60TH ANNIVERSARY GALA; CHICAGO, IL -KEYNOTE, GLOBAL MENTAL HEALTH AT HARVARD INITIATIVE 'OPEN DAY; CAMBRIDGE, MA -BIPARTISAN POLICY CENTER MENTAL HEALTH EVENT; NEW YORK, NY -HEARST TOWN & COUNTRY PHILANTHROPY SUMMIT; NEW YORK, NY -FLORIDA ADULT DRUG COURT TRAINING CONFERENCE, SARASOTA, FL -KEYNOTE, THE NATIONAL RECOVERY CONFERENCE; PUNTA GORDA, FL -KEYNOTE, RHODE ISLAND HIGHER EDUCATION SUMMIT ON MENTAL HEALTH; PROVIDENCE, RI -KEYNOTE, FIRST FRIDAY CLUB; CHICAGO, IL -DUKE LAW FORUM KEYNOTE; CORAL GABLES, FLIN ADDITION TO THE EVENTS ABOVE, REPRESENTATIVES OF THE KENNEDY FORUM WERE INVITED TO COLLABORATE AND STRATEGIZE WITH MANY STAKEHOLDERS IN MENTAL HEALTH AND SUBSTANCE USE INCLUDING THE WORLD HEALTH ORGANIZATION, WORLD BANK, WELL BEING TRUST, TRUST FOR AMERICA'S HEALTH, MILKEN INSTITUTE, AND OTHERS. FOR EXAMPLE, THE KENNEDY FORUM IS REPRESENTED ON SEVERAL 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 SUBSTANCE MISUSE 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 THE PUBLIC-PRIVATE PARTNERSHIP ADVANCING THE NATIONAL STRATEGY FOR SUICIDE PREVENTION, THAT ENVISIONS A NATION FREE FROM THE TRAGIC EXPERIENCE OF SUICIDE. THEIR MISSION IS TO CHAMPION SUICIDE PREVENTION AS A NATIONAL PRIORITY; CATALYZE EFFORTS TO IMPLEMENT HIGH PRIORITY OBJECTIVES OF THE NSSP; AND CULTIVATE THE RESOURCES NEEDED TO SUSTAIN PROGRESS. -COUNCIL LEADERSHIP, UNITED STATES OF CARE. UNITED STATES OF CARE IS A MOVEMENT TO ENSURE EVERY SINGLE AMERICAN HAS ACCESS TO QUALITY, AFFORDABLE HEALTH CARE REGARDLESS OF HEALTH STATUS, SOCIAL NEED OR INCOME.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,284,384ExpenseAmt
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 2019, THE KENNEDY FORUM CONTINUED WORKING WITH POLICYMAKERS AND REGULATORS TO PUSH FOR CLEAR REGULATIONS AND GUIDANCE TO IMPLEMENT THE LAW IN THE COMMERCIAL MARKET, IN MEDICAID MANAGED CARE, AND THE CHILDREN'S HEALTH INSURANCE PROGRAM; CALLED FOR STRONG, PUBLIC ENFORCEMENT OF THE LAW; AND WORKED TO PROMOTE EDUCATION OF PARITY AND RIGHT OF APPEALS.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, THE KENNEDY FORUM CONTINUED TO PARTNER WITH WELL BEING TRUST TO UPDATE AND AUGMENT THE SECOND ITERATION OF THE CONGRESSIONAL MEMBERS GUIDE, WHICH WAS RELEASED IN EARLY 2020. THE KENNEDY FORUM CONTINUED TO SUPPORT PARITYREGISTRY.ORG, A WEBSITE WHERE CONSUMERS 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, TO AUGMENT PARITY REGISTRY, THE KENNEDY FORUM CREATED A CONSUMER-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 2019, 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. MORE THAN 25 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; AND AMERICAN MENTAL WELLNESS ASSOCIATION. 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 100 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 ENDORSED BY MORE THAN A HALF-DOZEN NATIONAL BEHAVIORAL HEALTH ORGANIZATIONS.COLORADO, NEW JERSEY, CONNECTICUT, AND DC ALL ENACTED STATE PARITY LAWS IN 2019, INFORMED BY THE KENNEDY FORUM'S MODEL STATE PARITY LEGISLATION. ADDITIONALLY, ILLINOIS' NEW PARITY LAW, WHICH WAS PASSED IN 2018 THANKS TO THE LEADERSHIP OF THE KENNEDY FORUM ILLINOIS AND ITS PARTNERS, BECAME EFFECTIVE ON JANUARY 1, 2019. THE KENNEDY FORUM TEAM WAS HAPPY TO WORK WITH DEDICATED ADVOCATES AND POLICYMAKERS, MENTAL HEALTH CONNECTICUT, MENTAL HEALTH COLORADO, NCADD-NEW JERSEY, AND THE AMERICAN PSYCHIATRIC ASSOCIATION TO HELP HOLD INSURERS ACCOUNTABLE UNDER THE FEDERAL PARITY LAW. NEW YORK ALSO SIGNIFICANTLY STRENGTHENED ITS PARITY REQUIREMENTS IN 2019 BY ENACTING VERY SUCCESSFUL PARITY PROVISIONS AS PART OF ITS STATE BUDGET.IN WIT V. UNITED HEALTHCARE INSURANCE COMPANY, 11 PLAINTIFFS, ON BEHALF OF MORE THAN 50,000 PATIENTS, SUED UNITED BEHAVIORAL HEALTH (UBH) FOR WRONGFULLY DENYING MENTAL HEALTH AND ADDICTION TREATMENT COVERAGE. IN MARCH 2019, A FEDERAL JUDGE FOUND THAT UBH, THE LARGEST MANAGED BEHAVIORAL HEALTH CARE COMPANY IN THE COUNTRY, DEVELOPED REVIEW CRITERIA FOR EVALUATING THE MEDICAL NECESSITY OF CLAIMS FOR OUTPATIENT, INTENSIVE OUTPATIENT, AND RESIDENTIAL TREATMENT OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS THAT WAS INCONSISTENT WITH GENERALLY ACCEPTED STANDARDS OF BEHAVIORAL HEALTH CARE, AND WAS WRONGLY INFLUENCED BY A FINANCIAL INCENTIVE TO SUPPRESS COSTS. TO AMPLIFY THIS LANDMARK RULING, THE KENNEDY FORUM SENT A SERIES OF LETTERS ABOUT WIT TO STATE AND FEDERAL OFFICIALS, INCLUDING STATE ATTORNEYS GENERAL, INSURANCE COMMISSIONERS, HOUSE SPEAKER NANCY PELOSI, AND SENATE MAJORITY LEADER MITCH MCCONNELL. AWARENESS IS SPREADING. IN RESPONSE TO THE RULING, CALIFORNIA HAS ALREADY PASSED RESOLUTION ACR 98, WHICH REQUIRES INSURERS TO USE MEDICAL NECESSITY CRITERIA THAT IS CONSISTENT WITH GENERALLY ACCEPTED STANDARDS OF CARE. NEW YORK WILL ALSO NOW REQUIRE THAT MEDICAL NECESSITY CRITERIA USED BY INSURERS MUST BE APPROVED BY THE STATE'S OFFICE OF MENTAL HEALTH-AND BE FULLY CONSISTENT WITH GENERALLY ACCEPTED STANDARDS OF CARE.ACCORDING TO A 2019 STUDY BY MILLIMAN, MORE THAN 70,000 AMERICANS DIED OF OVERDOSES IN 2017, YET INSURERS SPENT JUST 1% OF THEIR TOTAL HEALTH CARE REIMBURSEMENT ON SUBSTANCE USE DISORDERS-A DECREASE COMPARED TO TWO YEARS EARLIER. 2019 MILLIMAN DATA ALSO SHOWED THAT INSURERS ARE BY AND LARGE FAILING TO ADDRESS HUGE OUT-OF-NETWORK UTILIZATION DISPARITIES BETWEEN MENTAL HEALTH/ADDICTION AND MEDICAL/SURGICAL CARE FOR INPATIENT FACILITIES, OUTPATIENT FACILITIES, AND OFFICE VISITS. THIS MEANS MORE PEOPLE ARE BEING FORCED TO PAY OUT OF POCKET FOR CRITICAL CARE. TO ENCOURAGE ACTION AROUND THE NEW MILLIMAN DATA, THE KENNEDY FORUM, ALONG WITH CONGRESSMAN JIM RAMSTAD AND THE HEADS OF NAMI AND MENTAL HEALTH AMERICA, SUBMITTED A LETTER TO TWO COMMITTEES CALLING FOR CONGRESSIONAL HEARINGS ON MENTAL HEALTH PARITY. MOVEMENT ON THESE RECOMMENDATIONS WAS URGED WITH THE GOAL BEING TO INCREASE ACCESS TO CARE AND HOLD INSURERS ACCOUNTABLE UNDER THE LAW.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$568,178ExpenseAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$568,178TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$4,027,200TotalProgramServiceExpensesAmt
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 InvstYes (1)ReportProgramRelatedInvstInd
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 ActivitiesYes (1)FundraisingActivitiesInd
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 Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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)$500,000$0$52,791
KEITH LOWEY
TREASURER/DIRECTOR2.00Yes (X)Yes (X)$0$0$0
ALLAN FOX
DIRECTOR1.00Yes (X)$0$0$0
JOHN GRAHAM
SECRETARY0.25Yes (X)$0$0$0
KARA KUKFA
CHIEF OF STAFF40.00$196,875$0$58,634Yes (X)
CHERYL POTTS
FORUM DIRECTOR40.00$150,000$0$3,000Yes (X)
DAVID LLOYD
SENIOR POLICY ADVISOR40.00$120,769$0$4,139Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$967,644TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$118,564TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CURA STRATEGIES LLC
2011 CRYSTAL DRIVE 1005ARLINGTONVA22202COMMUNICATIONS STRATEGY/PUBLIC AFFAIRS$714,086
SCHOONER STRATEGIES LLC
326 FIRST STREET SUITE 29ANNAPOLISMD21403COMMUNICATIONS STRATEGY/RESEARCH$599,645
VERDOLINO & LOWEY PC
124 WASHINGTON ST SUITE 101FOXBOROUGHMA02035ACCOUNTING & TAX SERVICES$136,500
ESP PRESENTS LLC
1658 N MILWAUKEE AVE 263CHICAGOIL60647EVENT PLANNING$102,863
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$470,304FundraisingAmt
All Other Contributions$1,411,521AllOtherContributionsAmt
Total Contributions$1,881,825TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$195,931TotalRevenueColumnAmt
Exclusion$195,931ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,000,407SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,907,529SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$92,878SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,878TotalRevenueColumnAmt
Exclusion$92,878ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$58,610FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$470,304ContriRptFundraisingEventAmt
Fundraising Direct Expenses$556,677FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$498,067TotalRevenueColumnAmt
Exclusion-$498,067ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,672,567TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$209,258ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$967,644TotalAmt
Program Services$716,057ProgramServicesAmt
Management And General$96,765ManagementAndGeneralAmt
Fundraising$154,822FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$434,294TotalAmt
Program Services$321,377ProgramServicesAmt
Management And General$43,429ManagementAndGeneralAmt
Fundraising$69,488FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,054TotalAmt
Program Services$20,020ProgramServicesAmt
Management And General$2,705ManagementAndGeneralAmt
Fundraising$4,329FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$196,103TotalAmt
Program Services$145,116ProgramServicesAmt
Management And General$19,610ManagementAndGeneralAmt
Fundraising$31,377FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$90,896TotalAmt
Program Services$67,263ProgramServicesAmt
Management And General$9,090ManagementAndGeneralAmt
Fundraising$14,543FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$32,022TotalAmt
Program Services$31,323ProgramServicesAmt
Management And General$699ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$145,660TotalAmt
Program Services$109,245ProgramServicesAmt
Management And General$36,415ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$34,699TotalAmt
Program Services$34,699ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$62,418TotalAmt
Management And General$62,418ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,398,307TotalAmt
Program Services$1,396,424ProgramServicesAmt
Management And General$909ManagementAndGeneralAmt
Fundraising$974FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$236,948TotalAmt
Program Services$172,972ProgramServicesAmt
Management And General$30,803ManagementAndGeneralAmt
Fundraising$33,173FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$23,184TotalAmt
Program Services$17,065ProgramServicesAmt
Management And General$2,991ManagementAndGeneralAmt
Fundraising$3,128FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,472TotalAmt
Program Services$7,728ProgramServicesAmt
Management And General$37,143ManagementAndGeneralAmt
Fundraising$601FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM RELATED INVESTM$500,000$500,000
OPERATIONS$270,028$222,558$22,856$24,614
DIRECT PROGRAM EXPENSES$265,353$265,353
BANK FEES$625$625

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,730,707TotalAmt
Program Services$4,027,200ProgramServicesAmt
Management And General$366,458ManagementAndGeneralAmt
Fundraising$337,049FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$80,882BOYAmt
EOY$601,540EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$169,248BOYAmt
EOY$6,178EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$173,238BOYAmt
EOY$167,739EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$217EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$44,817BOYAmt
EOY$81,065EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$260,692LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$222,254LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$38,843BOYAmt
EOY$38,438EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,108,392BOYAmt
EOY$5,106,927EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$500,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,615,420BOYAmt
EOY$6,502,104EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$196,959BOYAmt
EOY$255,374EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$196,959BOYAmt
EOY$255,374EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,418,461BOYAmt
EOY$6,246,730EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,418,461BOYAmt
EOY$6,246,730EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,615,420BOYAmt
EOY$6,502,104EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,058,140ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$360,539NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$24,700DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$501,170OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$1,912,688CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,149,746CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,848,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$965,838CurrentTaxYearMinus1YearAmt
Current Tax Year$1,940,435CurrentTaxYearAmt
Total$7,817,554TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,912,688CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,149,746CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,848,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$965,838CurrentTaxYearMinus1YearAmt
Current Tax Year$1,940,435CurrentTaxYearAmt
Total$7,817,554TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,971,781SubstantialContributorsTotAmt
Public Support Total170$5,845,773PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$271,971CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$311,175CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$231,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$247,791CurrentTaxYearMinus1YearAmt
Current Tax Year$195,931CurrentTaxYearAmt
Total$1,258,366TotalAmt
FieldValueIRS element (for citing)
Total Support$9,075,920TotalSupportAmt
Public Support CY1700.64410PublicSupportCY170Pct
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$34,699FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$34,699FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,752,685FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,787,384FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$389,369FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$97,342FilingOrganizationsTotalAmt

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$380,128CurrentYearMinus3Amt
Current Year Minus2$371,112CurrentYearMinus2Amt
Current Year Minus1$342,762CurrentYearMinus1Amt
Current Year$389,369CurrentYearAmt
Total$1,483,371TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,225,057LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$34,699CurrentYearAmt
Total$34,699TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$95,032CurrentYearMinus3Amt
Current Year Minus2$92,778CurrentYearMinus2Amt
Current Year Minus1$85,691CurrentYearMinus1Amt
Current Year$97,342CurrentYearAmt
Total$370,843TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$556,265GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,634OtherCostOrOtherBasisAmt
Depreciation$16,530DepreciationAmt
Book Value$23,104BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$221,058OtherCostOrOtherBasisAmt
Depreciation$205,724DepreciationAmt
Book Value$15,334BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$38,438TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED INVESTMENT FUNDDesc
Book Value$5,106,927BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$5,106,927TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTDesc
Book Value$500,000BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$500,000TotalBookValueProgramRltdAmt
Total Rev Etc Audited Fincl Stmt$2,552,065TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$360,539NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$24,700DonatedServicesAndUseFcltsAmt
Other Revenue$556,677OtherRevenueAmt
Revenue Not Reported$941,916RevenueNotReportedAmt
Revenue Subtotal$1,610,149RevenueSubtotalAmt
Other Revenues Not Included$62,418OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$62,418RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,672,567TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,723,796TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$556,677OtherExpensesIncludedAmt
Expenses Not Reported$556,677ExpensesNotReportedAmt
Expenses Subtotal$4,167,119ExpensesSubtotalAmt
Other Expenses Not Included$563,588OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$563,588ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,730,707TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:EVENT EXPENSES 556,677.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT FEES, NETTED WITH REVENUE 62,418.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EVENT EXPENSES 556,677.
PART XII, LINE 4B - OTHER ADJUSTMENTS:TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,170. INVESTMENT FEES, NETTED WITH REVENUE 62,418. EXPENDITURE FOR PROGRAM RELATED INVESTMENT 500,000.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FORUM & GALAEvent1Nm
Gross Receipts Event1$528,914GrossReceiptsEvent1Amt
Charitable Contri Event1$470,304CharitableContriEvent1Amt
Gross Revenue Event1$58,610GrossRevenueEvent1Amt
Food And Beverage Event1$6,495FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$550,182OtherDirectExpensesEvent1Amt
Gross Receipts Total$528,914GrossReceiptsTotalAmt
Charitable Contributions Tot$470,304CharitableContributionsTotAmt
Gross Revenue Total Events$58,610GrossRevenueTotalEventsAmt
Food And Beverage Total Events$6,495FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$550,182OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$556,677DirectExpenseSummaryEventsAmt
Net Income Summary-$498,067NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE KENNEDY FORUM RECEIVES REGULAR REPORTING FROM GRANTEE ORGANIZATIONS REGARDING THE USE OF FUNDS RECEIVED.ExplanationTxt

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 (3 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$500,000$0$0$0$0$0$4,712$0$48,079$0$552,791$0$0$0
KARA KUKFA
CHIEF OF STAFF$196,875$0$0$0$0$0$6,125$0$52,509$0$255,509$0$0$0
CHERYL POTTS
FORUM DIRECTOR$150,000$0$0$0$0$0$3,000$0$0$0$153,000$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$126,000TransactionAmt
TransactionPAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND EVENT PLANNING SERVICES.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
- PROMOTING FASTER TRANSLATION OF NEUROSCIENCE RESEARCH INTOPREVENTATIVE AND TREATMENT INTERVENTIONS.
- CONTINUATION OF SMART AND SECURE CHILDREN QUALITY PARENTINGLEADERSHIP 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. THIS MODEL HAS RESULTED IN THE TRAINING OF HUNDREDS OF PARENTS AND THE DEVELOPMENT OF AN EXCEPTIONAL CADRE OF PARENT LEADERS AND MENTORS. THE 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. - STUDENT INTERNS. THE SATCHER HEALTH LEADERSHIP INSTITUTE IS COMMITTED TO DEVELOPING THE NEXT GENERATION OF HEALTH LEADERS. AS SUCH, STUDENT INTERNS ROTATE THROUGH OUR ROBUST INTERNSHIP PROGRAM. IN 2019, KSCMHE MENTORED TWO UNDERGRADUATE STUDENTS, AND TWO HIGH SCHOOL STUDENTS. THEY COMPLETED PROJECTS INCLUDING ASSISTING WITH PROJECT GRIT CURRICULUM ADAPTATION AND MOPP DEVELOPMENT AND INPUTTING SSC DATA - FELLOWS. KSCMHE FACULTY AND STAFF MENTORED POST-DOCTORAL FELLOWS FROM SHLI'S HEALTH POLICY LEADERSHIP FELLOWSHIP. INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATION/ONE MIND INSTITUTE: THE KENNEDY FORUM CONTINUES TO SUPPORT IMHRO/OMI IN THEIR 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 2019, 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: IN 2019, 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, IS DESIGNED TO EDUCATE PHILANTHROPISTS BY DEFINING THE PROBLEM; OUTLINING THE ROLE OF STIGMA, MISINFORMATION AND CRIMINAL JUSTICE; AND MAKE THE CASE FOR WHY DONORS SHOULD BECOME INVOLVED. TECHAWARE: TECHAWARE IS A CONSUMER CAMPAIGN PRODUCED IN PARTNERSHIP WITH RECORDING ARTIST JON BURN. TECHAWARE (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. IN 2019, 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 ALIGNED WITH THE SCIENTIFIC UNDERSTANDING OF MARIJUANA'S HARMS, AND THERE IS NO COMMERCIALIZATION OR NORMALIZATION OF MARIJUANA. THE KENNEDY FORUM SUPPORTS SAM'S MISSION TO EDUCATE CITIZENS ON THE SCIENCE OF MARIJUANA AND TO PROMOTE HEALTH-FIRST, SMART POLICIES AND ATTITUDES.
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 IX, LINE 11GSTRATEGY & COMMUNICATIONS: PROGRAM SERVICE EXPENSES 1,218,249. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,218,249. CONSULTING: PROGRAM SERVICE EXPENSES 173,566. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,566. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 4,609. MANAGEMENT AND GENERAL EXPENSES 909. FUNDRAISING EXPENSES 974. TOTAL EXPENSES 6,492.
FORM 990, PART XI, LINE 9:TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,170. EXPENDITURE FOR PROGRAM RELATED INVESTMENT 500,000.

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$1,046,989TotalIncomeAmt
End Of Year Assets-$136,320EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

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