2019-11-15T16:06:21-06:00 2018-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2018-01-01 465714524 MENTAL HEALTH LEADERSHIP INITIATIVE INC DBA THE KENNEDY FORUM MENT 7325730300 14 CENTRAL AVE ISLAND HEIGHTS NJ 08732 KEITH D LOWEY TREASURER 5085431720 2019-11-15 1 HEATHER MEDEIROS CPA P00458639 5085431720 100.0.207.212 2019-11-15 16:55:02 ES P B0E79705D5A1FF3684EE37AA777ED4B4277E2289 B0E79705D5A1FF3684EE37AA777ED4B4277E2289 2018 2020-03-31 21:24:44Z PATRICK KENNEDY 14 CENTRAL AVENUE ISLAND HEIGHTS NJ 08732 3824917 0 X WWW.THEKENNEDYFORUM.ORG X 2014 DE SEE PAGE 2, PART III, LINE 1. 3 1 13 0 0 0 1844617 892638 0 0 1131880 272698 -193462 -519594 2783035 645742 567850 100000 0 0 1280968 1473731 78037 0 255239 2249187 1688711 4176042 3262442 -1393007 -2616700 11512097 8615420 266795 196959 11245302 8418461 X FORMED IN 2014, MENTAL HEALTH LEADERSHIP INITIATIVE, INC. (MHLI) - DBA "THE KENNEDY FORUM" - WAS FOUNDED TO ADVANCE EVIDENCE-BASED PRACTICES, POLICIES, AND PROGRAMMING FOR THE TREATMENT OF MENTAL HEALTH (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. 0 0 982595 100000 PARTNERSHIPS: KENNEDY FORUM ILLINOIS - THE KENNEDY FORUM ILLINOIS, LLC, (TKFI), FORMED IN 2016, IS A SINGLE MEMBER LLC OF MHLI. FOUNDED BY ILLINOIS CIVIC LEADERS, 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(CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS) -DEVELOPING STRONG STATE POLICY RESPONSES TO MENTAL HEALTH AND SUBSTANCE USE DISORDERS (MHSUD) PARITY AND EQUITY WITH THE ULTIMATE GOAL OF HAVING ILLINOIS SERVE AS A MODEL PARITY STATE.IN 2018, 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. -4TH ANNUAL FORUM: THE JANUARY 2018 ANNUAL CONVENING -- "BENDING TOWARDS JUSTICE: A SUMMIT FOR MENTAL HEALTH EQUITY" - WAS ATTENDED BY OVER 800 INDIVIDUALS AND GENERATED 1.7 BILLION MEDIA IMPRESSIONS ACROSS THE GLOBE. THIS WAS DRIVEN, AMONG OTHER THINGS, BY THE EXTENSIVE MEDIA COVERAGE OF MICHAEL PHELPS AND DAVID AXELROD DISCUSSING PHELPS' MENTAL HEALTH CHALLENGES AND SUICIDAL IDEATION DURING AND AFTER HIS SWIMMING CAREER. THE 2018 CONVENING FOCUSED ON ADVOCATING FOR THE KIND OF JUSTICE STRUGGLING INDIVIDUALS AND FAMILIES DESERVE; A LIFE FREE FROM DISCRIMINATION AND STIGMA, THE OPPORTUNITY TO OVERCOME HEALTH CHALLENGES IN PURSUIT OF A FULFILLING LIFE, AND THE RIGHT TO AFFORDABLE HEALTHCARE THAT TREATS THE WHOLE PERSON - BODY, BRAIN AND SPIRIT. -SOUTH SIDE PROJECT: DELIVERED FREE MENTAL HEALTH TRAINING TO OVER 600 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. IN ADDITION, MHLI AND TKFI BEGAN PLANNING AND FUNDRAISING FOR THE 5TH ANNUAL FORUM TO BE HELD JUNE 11, 2019: WORKING WELL: INNOVATIVE STRATEGIES FOR WORKPLACE WELL-BEING. THIS EVENT WILL ADDRESS EMPLOYEE MENTAL HEALTH AND WELL-BEING, INCREASINGLY A TOP PRIORITY FOR BUSINESS LEADERS, ESPECIALLY AMID RISING RATES OF OVERDOSES AND SUICIDES NATIONWIDEIN 2018, TKFI RAISED $638,555 IN SUPPORT OF ITS INITIATIVES.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 (KSC MHE) 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. 2018 ACCOMPLISHMENTS INCLUDE: -MENTAL HEALTH PARITY SCORECARDS. KSCMHE WORKED COLLABORATIVELY WITH THE CARTER CENTER, THE KENNEDY FORUM, WELL BEING TRUST, NATIONAL ASSOCIATION OF COUNTY BEHAVIORAL HEALTH AND DEVELOPMENTAL DISABILITIES DIRECTORS, NATIONAL ASSOCIATION FOR RURAL MENTAL HEALTH, NATIONAL COUNCIL FOR BEHAVIORAL HEALTH, AND THE SCATTERGOOD FOUNDATION TO DEVELOP TWO REPORTS AND 50 STATE REPORT CARDS EVALUATING STATES PARITY LAWS. SCORES RANGED FROM 10 (WYOMING) TO 100 (ILLINOIS) ON A SCALE OF 1-100, AND 32 STATES RECEIVED FAILING SCORES (<59). 1. STATE PARITY LAW REPORT CARDS: EVALUATING STATE MENTAL HEALTH AND ADDICTION PARITY STATUTES. THIS RESEARCH PROVIDED A LETTER GRADE FOR THE QUALITY OF EACH STATE'S PARITY STATUTES, IN ADDITION TO LISTING KEY ISSUES, RECOMMENDATIONS, AND RELEVANT STATISTICS REGARDING THE MENTAL HEALTH OF STATES RESIDENTS. 2. EVALUATING STATE MENTAL HEALTH AND ADDICTION PARITY STATUTES: A TECHNICAL REPORT. THE REPORT DESCRIBES THE PROCESS USED TO IDENTIFY KEY ELEMENTS OF LEGAL CODES RELATING TO PARITY ACROSS ALL 50 STATES AND SUMMARIZES THE RESEARCH THAT ASSESSED THE STRENGTH AND QUALITY OF STATUTES USING A QUANTITATIVE AND SYSTEMATIC CODING METHODOLOGY. 3. ANALYSIS OF STATE PARITY STATUTES: A CONSUMER ISSUE BRIEF. THIS CONSUMER BRIEF PROVIDES AN OVERVIEW OF STATE PARITY RESEARCH FINDINGS AND POLICY RECOMMENDATIONS; INFORMATION ABOUT THE 2008 MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT AND HOW SPECIFICS OF THE LAW RELATE TO THE AFFORDABLE CARE ACT; AS WELL AS AN EXPLANATION OF DIFFERENCES BETWEEN STATE AND FEDERAL PARITY LAWS. THE BRIEF ALSO PROVIDES EXAMPLES OF STRONG STATE PARITY LAWS AND OFFERS GUIDANCE FOR HOW TO HOLD STATES ACCOUNTABLE FOR MENTAL HEALTH PARITY MOVING FORWARD. -CONTINUATION 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. -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. -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. 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.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 2018, 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.PARITY AT 10: PARITY AT 10 PROJECT WORK CONTINUED THROUGH 2018. THE KENNEDY FORUM WORKED WITH PARITY AT 10 TO UNITE LOCAL AND NATIONAL ADVOCATES IN FIVE KEY STATES -- ILLINOIS, MARYLAND, NEW JERSEY, NEW YORK, AND OHIO -- TO PURSUE FULL ENFORCEMENT OF THE FEDERAL PARITY ACT. THE KENNEDY FORUM IS ONE OF FIVE NATIONAL PARTNERS OF THIS CAMPAIGN, WHICH WILL BENEFIT MILLIONS OF PEOPLE LIVING IN THE FIVE STATES AND ESTABLISH MODELS THAT CAN BE ADOPTED BY OTHER STATES. THE KENNEDY FORUM PRIMARILY SUPPORTED LANDSCAPE RESEARCH AND THE DRAFTING OF EDUCATIONAL AND ADVOCACY MATERIALS RELATING TO BOTH PARITY IN COMMERCIAL INSURANCE AND MEDICAID MANAGED CARE. 772118 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 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 2018, FORMER CONGRESSMAN PATRICK J. KENNEDY, ON BEHALF OF THE KENNEDY FORUM, DELIVERED KEYNOTE SPEECHES, HELD MEETINGS, AND PARTICIPATED IN PROGRAMS AT OVER 60 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: -THE KENNEDY FORUM ILLINOIS LEADERSHIP BREAKFAST WITH MICHAEL PHELPS AND DAVID AXELROD; CHICAGO, IL -THE KENNEDY FORUM ANNUAL CONVENING, BENDING TOWARDS JUSTICE; CHICAGO, IL -AMERICAN ASSOCIATION FOR THE TREATMENT OF OPIOID DEPENDENCE, INC. (AATOD) CONFERENCE; NEW YORK, NY -NATIONAL ASSOCIATION OF PSYCHIATRIC HEALTH SYSTEMS ANNUAL MEETING; WASHINGTON, DC -TESTIMONY BEFORE THE HOUSE COMMITTEE ON ENERGY AND COMMERCE; WASHINGTON, DC -MOOD DISORDERS ASSOCIATION OF ONTARIO ANNUAL MEETING; ONTARIO, CANADA -WORLD BANK GROUP AND WORLD HEALTH ORGANIZATION: OUT OF THE SHADOWS, MAKING MENTAL HEALTH A GLOBAL PRIORITY; WASHINGTON, DC -WERISELA LAUNCH, LOS ANGELES COUNTY DEPARTMENT OF MENTAL HEALTH CALL TO ACTION; LOS ANGELES, CA -HEALTHCARE LEADERSHIP COUNCIL OPIOID CRISIS SOLUTIONS SUMMIT; WASHINGTON, DC -CENTER FOR HIGH IMPACT PHILANTHROPY GUIDE LAUNCH; HYANNIS, MA -AMERICA HONORS RECOVERY GALA; WASHINGTON, DC -FAIRWINDS NANTUCKET COUNSELING CENTER CAPITAL CAMPAIGN KICK-OFF; NANTUCKET, MA -ANNUAL MEETING OF THE CONFERENCE OF CHIEF JUSTICES AND CONFERENCE OF STATE COURT ADMINISTRATORS; NEWPORT, RI -DELAWARE STATE PARITY BILL SIGNING; WILMINGTON, DE -21ST CENTURY STEWARDSHIP: MENTAL HEALTH WORKGROUP RETREAT; NEW YORK, NY -WETA CULTIVATION DINNER: THE YOUTH MENTAL HEALTH CRISIS, A DOCUMENTARY SERIES AND CAMPAIGN BY KEN BURNS; NEW YORK, NY -CAIN BROTHERS ANNUAL HEALTH CARE CONFERENCE; WESTCHESTER, NY -10TH ANNIVERSARY OF MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT; WASHINGTON, DC -STUDENT ALLIANCE FOR MENTAL HEALTH INNOVATION AND ACTION (STAMINA); VIDEO CONFERENCE -BOYS TOWN CAMPUS VISIT; BOYS TOWN, NE -BRING CHANGE TO MIND GALA; NEW YORK, NY -GOLDMAN SACHS DISABILITY INTEREST FORUM; NEW YORK, NY -OLIVER WYMAN INNOVATION SUMMIT; DALLAS, TX -OTSUKA MENTAL HEALTH POLICY FORUM; WASHINGTON, DC -PARTNERSHIP FOR DRUG FREE KIDS WINTER WISH GALA; NEW YORK, NY -AMERICAN ACADEMY OF ADDICTION PSYCHIATRY; BONITA SPRINGS, 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. 875037 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 SUBSTANCE USE TREATMENT, BUT YEARS LATER THE LAW IS STILL NOT PROPERTY ENFORCED AND MANY AMERICANS CONTINUE TO BE DENIED CARE.(CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARITY IMPLEMENTATION AND EDUCATION)IN 2018, 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 2018, THE KENNEDY FORUM PARTNERED WITH WELL BEING TRUST TO UPDATE AND AUGMENT THE SECOND ITERATION OF THE CONGRESSIONAL MEMBERS GUIDE SET FOR RELEASE IN EARLY 2020. THE KENNEDY FORUM CONTINUED TO SUPPORT PARITYREGISTRY.ORG, A WEBSITE WHERE CONSUMERS CAN LEARN HOW 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. THIS FIRST-OF-ITS KIND CAMPAIGN EDUCATES CONSUMERS, PROVIDERS, AND ADVOCATES ABOUT PATIENT RIGHTS UNDER THE FEDERAL PARITY LAW, INSPIRES THEM TO FIGHT BACK, AND CONNECTS THEM WITH ESSENTIAL APPEALS GUIDANCE AND RESOURCES (THROUGH PARITYREGISTRY.ORG) WHEN THEY ARE READY TO TAKE ACTION. 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. THE GOAL IS TO SPARK A MOVEMENT THAT ENGAGES ELECTED OFFICIALS, INSURANCE COMMISSIONERS, AND ATTORNEYS GENERAL TO ENFORCE PARITY LAWS. 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; AND AMERICAN MENTAL WELLNESS ASSOCIATION. EACH MONTH, THE KENNEDY FORUM PREPARES 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 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. ALSO IN 2018, THE KENNEDY FORUM BEGAN 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.10TH ANNIVERSARY OF MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT: ON OCTOBER 3, 2018, THE KENNEDY FORUM HELD AN EVENT ON CAPITOL HILL TO COMMEMORATE THE 10TH ANNIVERSARY OF THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT TO EDUCATE ATTENDEES AND CONSTITUENCY NOT ONLY ON THE PROGRESSION SINCE THE BILL, BUT ON THE WORK THAT REMAINS TO SECURE FULL ENFORCEMENT. OVER 300 STAKEHOLDERS ATTENDED THE EVENT, AND THOUSANDS OF CONSUMERS AND STAKEHOLDERS VIEWED ONLINE. SPEAKERS INCLUDED FORMER US SURGEON GENERALS DR. DAVID SATCHER AND DR. VIVEK MURTHY; SENATOR CHRIS DODD; ASSISTANT SECRETARY FOR SAMHSA, ELINORE F. MCCANCE-KATZ, MD; MARY GILIBERTI, CEO AND PRESIDENT OF NAMI; AND FIRST LADY OF NEW YORK CHIRLAINE MCCRAY. THE KENNEDY FORUM'S DON'T DENY ME CAMPAIGN AND KSC MHE PARITY SCORECARDS AND REPORTS WERE LAUNCHED AT THIS EVENT. 2629750 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 36 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 3 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 1 1 0 0 1 1 0 IL NJ X X VERDOLINO & LOWEY PC 5085431720 124 WASHINGTON ST 101 FOXBOROUGH MA 02035 PATRICK KENNEDY PRESIDENT/CEO/DIRECTOR 40.00 X X 500000 0 50925 KEITH LOWEY TREASURER/DIRECTOR 2.00 X X 0 0 0 ALLAN FOX DIRECTOR 1.00 X 0 0 0 JOHN GRAHAM SECRETARY 0.25 X 0 0 0 KARA KUKFA CHIEF OF STAFF 40.00 X 175000 0 55535 KELLY O'BRIEN FORUM DIRECTOR 40.00 X 105538 0 8217 780538 0 114677 3 0 1 0 SCHOONER STRATEGIES LLC 326 FIRST STREET SUITE 29 ANNAPOLIS MD 21403 COMMUNICATIONS STRATEGY/RESEARCH 710516 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 ACCOUNTING & TAX SERVICES 162053 2 51321 841317 892638 247791 247791 2611288 2586381 24907 24907 24907 73200 51321 592794 -519594 -519594 645742 0 0 -246896 X 100000 100000 780538 590269 70554 119715 435113 297156 87481 50476 22528 16445 2929 3154 181207 132281 23557 25369 54345 39672 7065 7608 31313 30614 699 151587 113690 37897 66008 66008 667334 665652 810 872 191018 139443 24832 26743 21829 16076 2814 2939 43101 6974 35738 389 DIRECT PROGRAM EXPENSES 305098 305098 OPERATIONS 211044 176380 16690 17974 BANK FEES 379 379 3262442 2629750 377453 255239 689219 80882 286267 169248 572649 173238 30315 44817 239083 200240 47248 38843 9886399 8108392 11512097 8615420 266795 196959 266795 196959 X 11245302 8418461 11245302 8418461 11512097 8615420 X -2616700 -319054 102130 6783 X 0 1 X 1 0 X 71626 1912688 1149746 1848847 965838 5948745 71626 1912688 1149746 1848847 965838 5948745 1608853 4339892 11009 271971 311175 231498 247791 1073444 7022189 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3855236 3855236 342762 85691 0 0 390388 380128 371112 342762 1484390 2226585 97597 95032 92778 85691 371098 556647 28025 8766 19259 211058 191474 19584 38843 POOLED INVESTMENT FUND 8108392 F 8108392 961212 -319055 102130 598403 381478 579734 66008 66008 645742 3788054 592794 592794 3195260 67182 67182 3262442 PART XI, LINE 2D - OTHER ADJUSTMENTS: DISALLOWED WASH SALE ON INVESTMENTS 5,609. EVENT EXPENSES 592,794. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 66,008. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 592,794. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. INVESTMENT FEES, NETTED WITH REVENUE 66,008. FORUM & GALA 124521 51321 73200 185500 407294 124521 51321 73200 185500 407294 592794 -519594 1 MOREHOUSE SCHOOL OF MEDICINE 720 WESTVIEW DR SW ATLANTA GA 30310 581438873 501(C)(3) 100000 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. 2 0 PART I, LINE 2: THE KENNEDY FORUM RECEIVES REGULAR REPORTING FROM GRANTEE ORGANIZATIONS REGARDING THE USE OF FUNDS RECEIVED. X X 0 0 0 0 0 0 0 0 0 PATRICK KENNEDY PRESIDENT/CEO/DIRECTOR 500000 0 0 0 0 0 4712 0 46213 0 550925 0 0 0 KARA KUKFA CHIEF OF STAFF 175000 0 0 0 0 0 5789 0 49746 0 230535 0 0 0 VERDOLINO & LOWEY PC KEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PC 193553 PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND EVENT PLANNING SERVICES. 0 - PROMOTING FASTER TRANSLATION OF NEUROSCIENCE RESEARCH INTO PREVENTATIVE AND TREATMENT INTERVENTIONS. CENTER FOR HIGH IMPACT PHILANTHROPY, PHILANTHROPIC GUIDE: IN 2018, 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. SET TO RELEASE IN LATE 2019, THIS INAUGURAL LANDMARK GUIDE SEEKS 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. TECH AWARE: TECH AWARE IS A CONSUMER CAMPAIGN PARTNERSHIP WITH RECORDING ARTIST JON ROBERT BYRNE (JRB). 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 JRB. 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 3 THE MANAGEMENT OF CERTAIN FINANCIAL OPERATIONS HAS BEEN DELEGATED TO VERDOLINO & LOWEY, P.C. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING WITH SUFFICIENT TIME TO PROVIDE COMMENTS, IF ANY. FORM 990, PART VI, SECTION B, LINE 12C THE KENNEDY FORUM ASKS ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ AND AGREES TO COMPLY WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE KENNEDY FORUM SURVEYED OTHER ORGANIZATIONS FOR COMPARABLE COMPENSATION AND THE RECOMMENDATIONS WERE SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS DURING NORMAL BUSINESS HOURS PROVIDING NO UNUSUAL CIRCUMSTANCES EXIST. WRITTEN, PHONED, FAXED OR E-MAILED REQUESTS WILL BE HONORED IN ACCORDANCE WITH REGULATION SEC. 301.6104(D)-1(D)(2)(II). THE CURRENT AND TWO PRIOR YEARS (EXCLUDING NON-PUBLIC INFORMATION) AND FORM 1023 CAN BE REQUESTED. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE FILED WITH THE APPROPRIATE REGULATORY AGENCIES AND ARE AVAILABLE THROUGH THESE PUBLIC SOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE KENNEDY FORUM. FORM 990, PART IX, LINE 11G STRATEGY & COMMUNICATIONS: PROGRAM SERVICE EXPENSES 602,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 602,495. CONSULTING: PROGRAM SERVICE EXPENSES 58,609. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,609. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 4,548. MANAGEMENT AND GENERAL EXPENSES 810. FUNDRAISING EXPENSES 872. TOTAL EXPENSES 6,230. FORM 990, PART XI, LINE 9: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. DISALLOWED WASH SALE ON INVESTMENTS 5,609. THE KENNEDY FORUM-ILLINOIS LLC 14 CENTRAL AVE ISLAND HEIGHTS NJ 08732 IMPROVE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION DE 536425 -46930 MENTAL HEALTH LEADERSHIP INITIATIVE INC