MENTAL HEALTH LEADERSHIP INITIATIVE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH LEADERSHIP INITIATIVE INC (EIN 46-5714524)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349316430
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:51:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 7322904255 | 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER MEDEIROS CPA | PreparerPersonNm |
| PTIN | P00458639 | PTIN |
| Phone | 5085431720 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
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 | REBECCA BAGLEY | 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 | $6,063,415 | 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 | 27 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,223,504 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,035,548 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,595 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,867 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,229,099 | PYTotalRevenueAmt |
| CY Total Revenue | $6,063,415 | 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 | $2,275,321 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,688,182 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $282,386 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,292,637 | PYOtherExpensesAmt |
| CY Other Expenses | $3,318,931 | CYOtherExpensesAmt |
| PY Total Expenses | $5,567,958 | PYTotalExpensesAmt |
| CY Total Expenses | $6,007,113 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$338,859 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $56,302 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,186,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,407,178 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $290,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $340,778 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $896,075 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,066,400 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE KENNEDY FORUM (TKF) MISSION IS TO ALIGN STAKEHOLDERS TO ADVANCE POLICIES AND GOALS THAT AFFECT SYSTEMIC CHANGE. OUR VISION IS TO ENSURE MENTAL HEALTH AS ESSENTIAL HEALTH.DURING 2024, TKF CONTINUED TO MEASURE AND ADVANCE IMPLEMENTATION OF THE 90-90-90 BY 2033 INITIATIVE - A NATIONAL EFFORT TO ENSURE THAT BY 2033: - 90% OF INDIVIDUALS ARE SCREENED FOR MENTAL HEALTH CONDITIONS, - 90% OF THOSE IDENTIFIED RECEIVE EVIDENCE-BASED TREATMENT, AND - 90% OF THOSE IN TREATMENT ACHIEVE RECOVERY OR IMPROVED OUTCOMES.THIS INITIATIVE REPRESENTS A STRATEGIC FRAMEWORK FOR NATIONAL ALIGNMENT AROUND MEASURABLE PARITY AND ACCESS GOALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,482,514 | ExpenseAmt |
| Desc | PARTNERSHIPS: THE ORGANIZATION CONTINUES TO LEVERAGE ITS ELEVATED REACH AND ESTABLISHED PARTNERSHIPS ACROSS INDUSTRIES TO UNITE ALL STAKEHOLDERS IN A VISION AND PLAN FOR MENTAL HEALTH CARE PROGRESS IN THE U.S.(CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS) - ALIGNMENT FOR PROGRESS 2024 CONFERENCE: THE 2024 ALIGNMENT FOR PROGRESS (A4P) CONFERENCE BROUGHT TOGETHER A PROMINENT ROSTER OF NATIONAL LEADERS, INCLUDING 11 MEMBERS OF THE CEO ALLIANCE FOR MENTAL HEALTH WHO ANNOUNCED A UNANIMOUS ENDORSEMENT OF THE 90-90-90 GOALS. MORE THAN 400 ATTENDEES JOINED US, WITH 86% OF A4P RESPONDENTS AGREEING THAT THE GATHERING FILLS A VITAL ROLE IN THE MENTAL HEALTH ECOSYSTEM. - CEO ALLIANCE FOR MENTAL HEALTH: TKF PRESIDENT & CEO, REBECCA O. BAGLEY, WAS NAMED CHAIR OF THE CEO ALLIANCE FOR MENTAL HEALTH. IN HER ROLE, BAGLEY LED THE GROUP IN DEFINING SIX SHARED PRIORITIES AMONG 15 LEADING MENTAL HEALTH ORGANIZATIONS: PRIORITIZING PREVENTION AND EARLY INTERVENTION; ENSURING ACCESS, AFFORDABILITY, AND ACCOUNTABILITY; BUILDING A SUSTAINABLE WORKFORCE; HARNESSING INNOVATION; EMBRACING DISCOVERY; AND ENHANCING TRANSPARENCY TO IMPROVE OUTCOMES. THE UNIFIED PRIORITIES WERE DELIVERED TO CONGRESS, MARKING AN UNPRECEDENTED SHOW OF SECTOR ALIGNMENT. - SCHOOL-BASED INDUSTRY COUNCIL AND YOUTH MENTAL HEALTH SUITE: TKF COLLABORATED WITH MORE THAN 50 ORGANIZATIONS TO RELEASE A SUITE OF YOUTH MENTAL HEALTH RESOURCES FOCUSED ON SOLVING URGENT AND COMPLEX YOUTH MENTAL HEALTH NEEDS, CREATED IN PARTNERSHIP WITH THE SCHOOL-BASED MENTAL HEALTH INDUSTRY COUNCIL. ADDITIONALLY, CO-FOUNDER AMY L. KENNEDY CONTRIBUTED TO A NEW REPORT PUBLISHED BY THE BIPARTISAN POLICY CENTER THAT HELPS DELIVER A ROAD MAP TO BETTER CARE FOR YOUTH AND THEIR FAMILIES. - MOVEMENT BUILDING IN YOUTH MENTAL HEALTH: IN RESPONSE TO THE YOUTH MENTAL HEALTH CRISIS, WE PARTICIPATED IN THE YOUTH MENTAL HEALTH & ADDICTION WORKSHOP, COHOSTED BY THE KENNEDY FORUM, MCKINSEY HEALTH INSTITUTE, AND THE MORGAN STANLEY CHILDREN'S MENTAL HEALTH INITIATIVE. WE GATHERED 45+ OF THE NATION'S LEADING ORGANIZATIONS WHO DEAL WITH YOUTH MENTAL HEALTH ISSUES TO EXPLORE SOLUTIONS FOR THE DISTINCT ISSUES FACING OUR YOUNG PEOPLE AND GET AHEAD OF POTENTIAL PROBLEMS BY OFFERING PROACTIVE SOLUTIONS. - 90-90-90 MEASUREMENT SNAPSHOTS: IN PARTNERSHIP WITH KPMG, WE DEVELOPED SNAPSHOTS OF OUR FIVE-YEAR OUTLOOK IN SCREENING, TREATMENT, AND RECOVERY TO REACH OUR 90-90-90 GOALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,471,448 | ExpenseAmt |
| Desc | POLICY DEVELOPMENT AND PROMOTION: - NATIONAL STRATEGY RECOMMENDATIONS: TKF CO-FOUNDER PATRICK J. KENNEDY AND TKF PRESIDENT & CEO REBECCA O. BAGLEY SHARE A CURATED, SORTABLE LIST OF NATIONAL STRATEGY RECOMMENDATIONS ON THE HILL TO ENSURE THE VISIBILITY AND PASSAGE OF KEY MENTAL HEALTH LEGISLATION. (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - POLICY DEVELOPMENT AND PROMOTION) - CALIFORNIA SB 855: AS A RESULT OF A THREE-YEAR EFFORT LEADING A STATE PARITY COALITION OF CONSUMERS, PROVIDERS, AND OTHER MENTAL HEALTH AND SUBSTANCE USE ADVOCATES, THE DEPARTMENT OF MANAGED HEALTH CARE ISSUED FINAL REGULATIONS ON OUR PARITY BILL, SB 855, REFLECTING MANY OF OUR RECOMMENDATIONS FOR IMPLEMENTATION. TKF ALSO LED THIS SAME COALITION IN A LETTER URGING THE CALIFORNIA DEPARTMENT OF INSURANCE TO ADOPT ITS COMPREHENSIVE PARITY AND 988 REGULATIONS. - ILLINOIS HEALTH CARE PROTECTION ACT: THE KENNEDY FORUM HAS PROVIDED YEARS-LONG ADVOCACY IN THE STATE TO ADVANCE KEY MENTAL HEALTH LEGISLATION, HELPING TO SET THE STAGE FOR THE LANDMARK HEALTHCARE PROTECTION ACT, SIGNED BY GOV. PRITZKER IN 2024. - CONNECTICUT AND VIRGINIA: THE KENNEDY FORUM SERVED AS EXPERT POLICY RESOURCES, PROVIDING TESTIMONY AND MODEL LANGUAGE ON KEY MENTAL HEALTH BILLS AND ISSUES. - POLICY IN NATIONAL MEDIA: AS PART OF THE RELEASE OF CO-FOUNDER PATRICK J. KENNEDY'S SECOND BEST-SELLING BOOK "PROFILES IN MENTAL HEALTH COURAGE", WE HIGHLIGHTED POLICY VIA NATIONAL MEDIA OUTLETS, INCLUDING MEET THE PRESS, GOOD MORNING AMERICA, CBS SUNDAY MORNING, AND OTHERS. OUR CO-FOUNDER AMY L. KENNEDY ALSO DISCUSSED KEY YOUTH MENTAL HEALTH POLICY ISSUES IN PEOPLE MAGAZINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,226,206 | ExpenseAmt |
| Desc | PARITY IMPLEMENTATION AND IMPROVING MENTAL HEALTH COVERAGE:THE KENNEDY FORUM HAS DEFINITIVELY LED THE WAY IN ENSURING THAT THE PROMISE OF PARITY IS TRANSFORMED INTO PRACTICE, THROUGH GROUNDBREAKING POLICY AND GOLD-STANDARD REGULATION.(CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARITY IMPLEMENTATION AND IMPROVING MENTAL HEALTH COVERAGE) - FEDERAL PARITY RULE: IN AN IMMENSE STEP FOR PARITY PROGRESS, THE WHITE HOUSE ADMINISTRATION'S 2024 FINAL PARITY RULE REFLECTED TKF'S CORE RECOMMENDATIONS - NEARLY 90% OF THE 9,700 PUBLIC COMMENTS REFERENCED TKF'S LANGUAGE, HIGHLIGHTING OUR INFLUENCE ON THE LAW. - STATE PARITY WORKGROUP: WE SUCCESSFULLY RELAUNCHED THE STATE PARITY WORKGROUP WITH MORE THAN 250 MEMBERS ACROSS 30 STATES, DIRECTLY GUIDING THE REGULATORS AND LEADERS RESPONSIBLE FOR PARITY ENFORCEMENT AND IMPLEMENTATION. - STATE PARITY GOLD STANDARDS: WE BEGAN RELEASING A SUITE OF "STATE PARITY GOLD STANDARDS" WHICH DEFINE AND RIGOROUSLY OUTLINE PARITY STANDARDS. EACH MODULE CAN BE EASILY UTILIZED TO IMPROVE MULTIPLE POINTS OF PARITY IMPLEMENTATION AND ENFORCEMENT. THESE GOLD STANDARDS HAVE BEEN VIEWED BY THOUSANDS. - MENTAL HEALTH PARITY DATA: WE LED THE WAY IN ENABLING RADICAL TRANSPARENCY IN PARITY, OBTAINING FUNDING FROM THE STATE OF ILLINOIS TO COMPLETE A GAME-CHANGING OPEN-SOURCE DATA TOOL. ALONGSIDE FOUNDING STRATEGIC PARTNERS, THIRD HORIZON STRATEGIES AND THE AMERICAN MEDICAL ASSOCIATION, WE VISUALIZE INSURANCE DATA POINTS AFFECTING PROVIDERS AND PATIENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,180,168 | 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 | 0 | 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 | 0 | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 27 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATRICK KENNEDY | |||||||
| DIRECTOR/CHAIRMAN | 40.00 | Yes (X) | $325,000 | $0 | $73,552 | ||
| KEITH LOWEY | |||||||
| TREASURER/DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALLAN FOX | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRAHAM | |||||||
| SECRETARY | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| KARA KUKFA | |||||||
| CHIEF OF OPERATIONS/ASST S | 40.00 | $183,750 | $0 | $86,681 | Yes (X) | ||
| REBECCA BAGLEY | |||||||
| PRESIDENT/CEO | 40.00 | $325,500 | $0 | $77,846 | Yes (X) | ||
| LAUREN FINKE | |||||||
| POLICY DIRECTOR | 40.00 | $140,966 | $0 | $20,501 | Yes (X) | ||
| TRUDY AVERY | |||||||
| SENIOR DIRECTOR OF PROGRAM & DEVELOPMENT | 40.00 | $100,492 | $0 | $1,464 | Yes (X) | ||
| KATHERINE CLARK | |||||||
| CHIEF OF STAFF | 40.00 | $140,539 | $0 | $34,145 | Yes (X) | ||
| NATHANIEL COUNTS | |||||||
| CHIEF POLICY DIRECTOR | 40.00 | $141,539 | $0 | $24,849 | Yes (X) | ||
| MEREDITH ELKINS | |||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | $159,923 | $0 | $25,964 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,517,709 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $345,002 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| APS AND ASSOCIATES LLC | |||||
| 7322 SOUTH CRANDON AVENUE UNIT 2 | CHICAGO | IL | 60649 | POLICY & PROJECT CONSULTING | $690,046 |
| LINDER GLOBAL EVENTS | |||||
| 2150 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | EVENT MANAGEMENT | $597,128 |
| FORUM ONE | |||||
| 6140 S GUN CLUB RD K6-153 | AURORA | CO | 80016 | TECHNOLOGY SOLUTIONS | $341,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,035,548 | AllOtherContributionsAmt |
| Total Contributions | $6,035,548 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,867 | TotalRevenueColumnAmt |
| Exclusion | $27,867 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,063,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,251 | TotalAmt |
| Program Services | $684,085 | ProgramServicesAmt |
| Management And General | $91,768 | ManagementAndGeneralAmt |
| Fundraising | $58,398 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,333 | TotalAmt |
| Program Services | $1,045,323 | ProgramServicesAmt |
| Management And General | $141,173 | ManagementAndGeneralAmt |
| Fundraising | $89,837 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,906 | TotalAmt |
| Program Services | $36,823 | ProgramServicesAmt |
| Management And General | $4,940 | ManagementAndGeneralAmt |
| Fundraising | $3,143 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,008 | TotalAmt |
| Program Services | $316,527 | ProgramServicesAmt |
| Management And General | $42,461 | ManagementAndGeneralAmt |
| Fundraising | $27,020 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,684 | TotalAmt |
| Program Services | $120,281 | ProgramServicesAmt |
| Management And General | $16,135 | ManagementAndGeneralAmt |
| Fundraising | $10,268 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,460 | TotalAmt |
| Management And General | $10,460 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,965 | TotalAmt |
| Program Services | $33,491 | ProgramServicesAmt |
| Management And General | $100,474 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,060 | TotalAmt |
| Program Services | $7,060 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,943 | TotalAmt |
| Program Services | $1,603,227 | ProgramServicesAmt |
| Management And General | $1,048 | ManagementAndGeneralAmt |
| Fundraising | $668 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,926 | TotalAmt |
| Program Services | $371,516 | ProgramServicesAmt |
| Management And General | $66,160 | ManagementAndGeneralAmt |
| Fundraising | $71,250 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,312 | TotalAmt |
| Program Services | $3,203 | ProgramServicesAmt |
| Management And General | $1,794 | ManagementAndGeneralAmt |
| Fundraising | $11,315 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,689 | TotalAmt |
| Program Services | $7,039 | ProgramServicesAmt |
| Management And General | $42,472 | ManagementAndGeneralAmt |
| Fundraising | $178 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $783,478 | $783,478 | ||
| OPERATIONS | $157,483 | $130,974 | $16,200 | $10,309 |
| PROGRAM DONATIONS | $37,141 | $37,141 | ||
| BANK FEES | $9,474 | $9,474 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,007,113 | TotalAmt |
| Program Services | $5,180,168 | ProgramServicesAmt |
| Management And General | $544,559 | ManagementAndGeneralAmt |
| Fundraising | $282,386 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,570 | BOYAmt |
| EOY | $615,264 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,203 | BOYAmt |
| EOY | $27,867 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,210 | BOYAmt |
| EOY | $621,030 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,209 | BOYAmt |
| EOY | $103,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $339,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $299,534 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,921 | BOYAmt |
| EOY | $39,747 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,113 | BOYAmt |
| EOY | $1,407,178 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,038 | BOYAmt |
| EOY | $340,778 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,038 | BOYAmt |
| EOY | $340,778 | 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 | $896,075 | BOYAmt |
| EOY | $1,066,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,075 | BOYAmt |
| EOY | $1,066,400 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,113 | BOYAmt |
| EOY | $1,407,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $56,302 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $114,023 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $863,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,085,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $968,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,223,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,035,547 | CurrentTaxYearAmt |
| Total | $14,176,244 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $863,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,085,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $968,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,223,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,035,547 | CurrentTaxYearAmt |
| Total | $14,176,244 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,381,417 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,794,827 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,867 | CurrentTaxYearAmt |
| Total | $257,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,434,095 | TotalSupportAmt |
| Public Support CY170 | 0.81720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65580 | 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 | $7,060 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,060 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,000,053 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,007,113 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $450,356 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $112,589 | 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 | $278,346 | CurrentYearMinus3Amt |
| Current Year Minus2 | $283,763 | CurrentYearMinus2Amt |
| Current Year Minus1 | $428,398 | CurrentYearMinus1Amt |
| Current Year | $450,356 | CurrentYearAmt |
| Total | $1,440,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,161,295 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $11,982 | CurrentYearMinus3Amt |
| Current Year Minus2 | $31,060 | CurrentYearMinus2Amt |
| Current Year Minus1 | $22,492 | CurrentYearMinus1Amt |
| Current Year | $7,060 | CurrentYearAmt |
| Total | $72,594 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $69,587 | CurrentYearMinus3Amt |
| Current Year Minus2 | $70,941 | CurrentYearMinus2Amt |
| Current Year Minus1 | $107,100 | CurrentYearMinus1Amt |
| Current Year | $112,589 | CurrentYearAmt |
| Total | $360,217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $540,326 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,477 | DepreciationAmt |
| Book Value | $39,747 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $221,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $221,057 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,747 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,063,415 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,063,415 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,063,415 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,006,957 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,006,957 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $156 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $156 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,007,113 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 156. | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA BAGLEY | ||||||||||||||
| PRESIDENT/CEO | $325,500 | $0 | $0 | $0 | $0 | $0 | $8,137 | $0 | $69,709 | $0 | $403,346 | $0 | $0 | $0 |
| PATRICK KENNEDY | ||||||||||||||
| DIRECTOR/CHAIRMAN | $325,000 | $0 | $0 | $0 | $0 | $0 | $5,563 | $0 | $67,989 | $0 | $398,552 | $0 | $0 | $0 |
| KARA KUKFA | ||||||||||||||
| CHIEF OF OPERATIONS/ASST S | $183,750 | $0 | $0 | $0 | $0 | $0 | $6,431 | $0 | $80,250 | $0 | $270,431 | $0 | $0 | $0 |
| MEREDITH ELKINS | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $159,923 | $0 | $0 | $0 | $0 | $0 | $4,870 | $0 | $21,094 | $0 | $185,887 | $0 | $0 | $0 |
| KATHERINE CLARK | ||||||||||||||
| CHIEF OF STAFF | $140,539 | $0 | $0 | $0 | $0 | $0 | $2,488 | $0 | $31,657 | $0 | $174,684 | $0 | $0 | $0 |
| NATHANIEL COUNTS | ||||||||||||||
| CHIEF POLICY DIRECTOR | $141,539 | $0 | $0 | $0 | $0 | $0 | $3,500 | $0 | $21,349 | $0 | $166,388 | $0 | $0 | $0 |
| LAUREN FINKE | ||||||||||||||
| POLICY DIRECTOR | $140,966 | $0 | $0 | $0 | $0 | $0 | $4,934 | $0 | $15,567 | $0 | $161,467 | $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 | $92,475 | TransactionAmt |
| Transaction | PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND ADMINISTRATIVE SERVICES.;LISTTOTAL 90131 | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPLEMENTAL INFORMATION TO FORM 990: | TKF CONTINUED TO MOBILIZE STAKEHOLDERS, LEVERAGE TECHNOLOGY, AND APPLY DATA-DRIVEN POLICY SOLUTIONS TO CLOSE GAPS IN MENTAL HEALTH COVERAGE AND ACCESS - PUSHING THE NATION CLOSER TO THE 90-90-90 BY 2033 GOAL. EFFORTS TO ADVANCE THE 90-90-90 FRAMEWORK WILL CONTINUE IN 2025, INCLUDING: - ALIGNMENT FOR PROGRESS: TKF WILL CONTINUE SHEPHERDING AN INCLUSIVE MOVEMENT UNITING NONPROFITS, INDUSTRY, ADVOCATES, GOVERNMENT, AND PHILANTHROPY TO ACHIEVE THE 90-90-90 GOALS. - STATE TACTICAL PLANS: DEVELOPING GOVERNOR-LEVEL GUIDES HIGHLIGHTING POLICY LEVERS, IMPLEMENTATION TACTICS, AND MEASUREMENT FRAMEWORKS TO ADVANCE MENTAL HEALTH AND SUBSTANCE USE DISORDER (MH/SUD) OUTCOMES, ESPECIALLY FOR YOUTH. PILOT IMPLEMENTATION PLANNED IN ILLINOIS FOR 2025. - CORPORATE PLANS FOR ACTION: CREATING TACTICAL PLANS WITH MCKINSEY HEALTH INSTITUTE WITH FORTUNE 100 AND 500 COMPANIES TO EMBED MENTAL HEALTH GOALS AND INCENTIVES INTO OPERATIONS AND BENEFITS STRUCTURES. - ALIGNMENT FOR PROGRESS STAKEHOLDER CONVENINGS: HOSTING TWO CROSS-SECTOR MEETINGS TO GENERATE INNOVATION AND ALIGNMENT AROUND MH/SUD CHALLENGES AND INFORM 2033 TACTICAL PLANS. - ECONOMIC INNOVATION FOR YOUTH OUTCOMES: COLLABORATING WITH ECONOMISTS TO QUANTIFY THE LONG-TERM ECONOMIC BENEFITS OF YOUTH MENTAL HEALTH INVESTMENTS, ENABLING EVIDENCE-BASED POLICY DECISIONS AND BETTER BUDGETING. - EVIDENCE-BASED CARE FOR YOUTH WITH SERIOUS MENTAL ILLNESS: ASSISTING CLINICS IN BILLING FOR COORDINATED SPECIALTY CARE (CSC) UNDER PARITY LAWS, BEGINNING WITH TEN CLINICS AND EXPANDING NATIONWIDE AND TO OTHER CODES, HELPING TO ENSURE EVIDENCE-BASED CARE FOR THOSE WHO NEED IT MOST. - MENTAL HEALTH PARITY INDEX EXPANSION: BUILDING ON THE ILLINOIS PILOT OF THE MENTAL HEALTH PARITY INDEX TO ENABLE NATIONAL ACCESS TO PARITY DATA FROM INSURERS FOR POLICYMAKERS, INSURERS, AND PATIENTS. - TRANSPARENCY AND DATA MODERNIZATION: SUBMITTING RECOMMENDATIONS TO THE WHITE HOUSE DOMESTIC POLICY COUNCIL TO ENHANCE HEALTH INSURANCE DATA INTEGRATION AND TO REDUCE REPORTING BURDEN. - GOLD STANDARD TOOLKIT: COMPLETING AND ROLLING OUT MORE MODULES TO GUIDE STATE REGULATORS IN BEST PRACTICES FOR PARITY IMPLEMENTATION, CO-CREATED WITH THE STATE PARITY WORKGROUP. |
| 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 | THE FORM 990 WILL NOT BE REVIEWED BY THE BOARD PRIOR TO FILING. |
| 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 | CONSULTING: PROGRAM SERVICE EXPENSES 1,595,407. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,595,407. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 7,820. MANAGEMENT AND GENERAL EXPENSES 1,048. FUNDRAISING EXPENSES 668. TOTAL EXPENSES 9,536. |
| FORM 990, PART XI, LINE 9: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 156. PRIOR PERIOD ADJUSTMENT 113,867. |
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 | $374,446 | TotalIncomeAmt |
| End Of Year Assets | $150,253 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH LEADERSHIP INITIATIVE INC | BusinessNameLine1Txt |
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