MENTAL HEALTH LEADERSHIP INITIATIVE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH LEADERSHIP INITIATIVE INC (EIN 46-5714524)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201813199349315821
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T16:16:12-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | DBA THE KENNEDY FORUM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 7325730300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CENTRAL AVE | AddressLine1Txt |
| City | ISLAND HEIGHTS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH D LOWEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5085431720 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M PACHECO CPA | PreparerPersonNm |
| PTIN | P00015143 | PTIN |
| Phone | 5085431720 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.0.207.212 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 16:54:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B0E79705D5A1FF3684EE37AA777ED4B4277E2289 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B0E79705D5A1FF3684EE37AA777ED4B4277E2289 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK KENNEDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CENTRAL AVENUE | AddressLine1Txt |
| City | ISLAND HEIGHTS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,409,980 | 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 | 11 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,149,746 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,844,617 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$13,940 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,131,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$193,462 | CYOtherRevenueAmt |
| PY Total Revenue | $1,135,806 | PYTotalRevenueAmt |
| CY Total Revenue | $2,783,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $661,782 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $567,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $997,482 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,280,968 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $92,332 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $78,037 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $370,102 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,850,962 | PYOtherExpensesAmt |
| CY Other Expenses | $2,249,187 | CYOtherExpensesAmt |
| PY Total Expenses | $4,602,558 | PYTotalExpensesAmt |
| CY Total Expenses | $4,176,042 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,466,752 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,393,007 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,693,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,512,097 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $291,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $266,795 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,402,375 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,245,302 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FORMED IN 2014, MENTAL HEALTH LEADERSHIP INITIATIVE, INC. (MHLI) - DBA "THE KENNEDY FORUM" - WAS FOUNDED TO ADVANCE EVIDENCE-BASED PRACTICES, POLICIES, AND PROGRAMMING FOR THE TREATMENT OF MENTAL HEALTH (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2) AND ADDICTION; UNITE ADVOCATES, BUSINESS LEADERS, AND GOVERNMENT AGENCIES IN DEVELOPING AN INTEGRATED SYSTEM OF CARE; AND ADVOCATE FOR THOSE LIVING WITH MENTAL HEALTH AND ADDICTION CHALLENGES.THE KENNEDY FORUM FURTHER SEEKS TO IMPROVE THE U.S. HEALTH CARE SYSTEM, AND COALESCE THE MENTAL HEALTH ADVOCACY COMMUNITY AROUND A COMMON SET OF PRINCIPLES: - FULLY IMPLEMENTING AND ENFORCING 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, PROMOTE INNOVATIVE CARE MODELS AND BETTER COORDINATION OF SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,056,629 | ExpenseAmt |
| Grant | $567,850 | GrantAmt |
| Desc | PARTNERSHIPS: KENNEDY FORUM ILLINOIS - IN 2016, MHLI FORMALIZED ITS RELATIONSHIP WITH THE KENNEDY FORUM PROJECT IN ILLINOIS AND FORMED THE KENNEDY FORUM ILLINOIS, LLC, (TKFI) - A SINGLE MEMBER LLC (A DISREGARDED ENTITY FOR TAX PURPOSES) OF MHLI. (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS) 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: - REDUCING STIGMA BY IMPROVING THE QUALITY OF MASS MEDIA COVERAGE AND COMMUNITY DIALOGUE AROUND MENTAL HEALTH AND ADDICTION. - EXPANDING ACCESS TO CARE BY FULLY IMPLEMENTING AND ENFORCING PARITY. - IMPROVING QUALITY AND EFFICIENCY OF MENTAL HEALTH AND ADDICTION CARE THROUGH IMPROVED SYSTEM INTEGRATION, COORDINATION, AND QUALITY. - PROMOTING PREVENTION AND EARLY CHILDHOOD BRAIN HEALTH BY DISSEMINATING THE LATEST RESEARCH. - LEVERAGING TECHNOLOGY FOR BETTER PREVENTION, REACH, AND CARE FOR THOSE WITH MENTAL HEALTH AND SUBSTANCE USE DISORDERS.IN 2017, TKFI DELIVERED A RETURN ON DONORS' INVESTMENTS BY DIRECTLY IMPACTING THE STATE OF ILLINOIS, THE CITY OF CHICAGO, AND THOUSANDS OF RESIDENTS AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND ADDICTION CHALLENGES. ACCOMPLISHMENTS INCLUDED: - SPEARHEADING AN INITIATIVE THAT TRAINED 580 FAITH LEADERS, SCHOOL STAFF, AND COMMUNITY-BASED ORGANIZATION (CBO) LEADERS IN EAST AND WEST GARFIELD PARK, AUSTIN, AND NORTH LAWNDALE COMMUNITIES IN CHICAGO IN MENTAL HEALTH AWARENESS AND FIRST AID. THE UNIVERSITY OF ILLINOIS AT CHICAGO (UIC) EVALUATED THE PROJECT AND FOUND THAT IT HELPED TO REDUCE STIGMA OF MENTAL ILLNESS, INCREASE AWARENESS, FACILITATE POSITIVE INTERACTIONS WITH POLICE, AND INCREASE REFERRALS TO COMMUNITY SERVICES. THE PROJECT WILL BE REPLICATED IN THE ROSELAND COMMUNITY IN 2018. - PARTNERING WITH THE CITY OF CHICAGO TO LAUNCH A NEW DIRECTORY OF MENTAL HEALTH, TRAUMA, AND ADDICTION TREATMENT SERVICES FOR RESIDENTS. - CONDUCTING A SURVEY WITH ILLINOIS PARTNERS AND RELEASING A REPORT DOCUMENTING CHALLENGES PROVIDERS FACE IN SECURING REIMBURSEMENT FOR BEHAVIORAL HEALTH CARE AND PARTICIPATING IN-NETWORK. THE REPORT GENERATED MEDIA COVERAGE AND LED TO HEARINGS IN THE ILLINOIS GENERAL ASSEMBLY ON THE NEED TO IMPROVE PARITY COMPLIANCE. - LEADING A STATEWIDE PARITY COALITION OF MORE THAN 25 PARTNERS TO ADVANCE ACCESS TO CARE BY IMPROVING ILLINOIS' IMPLEMENTATION AND ENFORCEMENT OF FEDERAL AND STATE PARITY LAWS. - LAUNCHING A MONTHLY BREAKFAST SERIES ENTITLED "MIND MATTERS" TO COMBAT STIGMA AND EXPAND BOTH AWARENESS AND UNDERSTANDING OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS. - REACHING MORE THAN 3,000 ILLINOISANS THROUGH "ON THE TABLE" CONVERSATIONS AIMED TO REDUCE AND ELIMINATE STIGMA. - DEVELOPING A RESOURCE TOOLKIT FOR FAITH LEADERS AND HOSTING A FAITH LEADERS' LUNCH WITH AN INFORMATIVE PANEL DISCUSSION OF WHAT LEADERS CAN DO TO CONNECT PEOPLE TO CARE.MHLI ASSISTED WITH TKFI'S PLANNING AND FUNDRAISING FOR THE CONVENING OF ITS 4TH ANNUAL MEETING HELD IN JANUARY 2018. APPROXIMATELY 1200 LEADERS FROM AROUND THE NATION JOINED IN A DAY-LONG FORUM ON MENTAL HEALTH AND ADDICTION ENTITLED "BENDING TOWARDS JUSTICE: A SUMMIT FOR MENTAL HEALTH EQUITY." THE EVENT REACHED NEARLY 1,000 ADDITIONAL VIEWERS VIA LIVE STREAM AND HAD THOUSANDS OF MEDIA HITS AROUND THE GLOBE. ONE HIGHLIGHT OF THE EVENT WAS OLYMPIAN MICHAEL PHELPS SPEAKING CANDIDLY ABOUT HIS PERSONAL STRUGGLE WITH DEPRESSION. TKFI WAS ABLE TO RAISE $1,387,381 IN 2017 IN SUPPORT OF ITS INITIATIVES.KENNEDY CENTER FOR MENTAL HEALTH POLICY AND RESEARCH (NOW THE KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY AT MOREHOUSE SCHOOL OF MEDICINE - THE PARTNERSHIP BETWEEN THE KENNEDY FORUM AND SATCHER HEALTH LEADERSHIP INSTITUTE (SHLI) AT MOREHOUSE SCHOOL OF MEDICINE (MSM) - NOW KNOWN AS THE KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY OR THE KENNEDY-SATCHER CENTER - FOCUSES ON SOCIAL DETERMINANTS OF HEALTH, BEHAVIORAL/MENTAL HEALTH RESEARCH, POLICY TRACKING AND ANALYSIS, AND THOUGHT LEADERSHIP TO ADVANCE HEALTH EQUITY. THE CENTER SERVES AS A NATIONAL RESOURCE FOR CONVENING KEY STAKEHOLDERS (SUCH AS THE WELL BEING TRUST, CARTER CENTER, NAMI, MHA, AND OTHERS) IN AN EFFORT TO REDUCE HEALTH DISPARITIES, ENSURE EQUITABLE ACCESS TO QUALITY MENTAL HEALTH AND SUBSTANCE USE CARE, AND PROMOTE OPTIMAL HEALTH OUTCOMES FOR PEOPLE LIVING WITH MENTAL HEALTH AND SUBSTANCE USE DISORDERS. THE COLLABORATION HAS LED TO THE DEVELOPMENT OF A STATE BEHAVIORAL HEALTH DATABASE TO TRACK, MONITOR, AND SUPPORT THE ANALYSIS OF BEHAVIORAL HEALTH POLICIES AND THEIR IMPACT, AND ASSESS STATE, REGIONAL, AND NATIONAL EMERGENCY SYSTEMS OF CARE FOR MENTAL HEALTH DISORDERS. THE KENNEDY-SATCHER CENTER CONTINUES TO BUILD BEST PRACTICE MODELS FOR CULTURALLY-INFORMED, INTEGRATED CARE THAT INCLUDE POLICY IMPLICATIONS AND SOLUTIONS, AS WELL AS ASSESSMENT OF POLICY INTERVENTIONS THAT ADDRESS COMMUNITY-BASED RISKS AND PROTECTIVE FACTORS TO MAXIMIZE RESILIENCY. THE KENNEDY-SATCHER CENTER FOCUSES ON THE FOLLOWING IMPACT AREAS: 1. PARITY. PROMOTION OF PARITY TRACK AND PARITY REGISTRY WEBSITES, WHICH SERVE TO AGGREGATE AND ELEVATE PARITY IMPLEMENTATION WORK. 2. EQUITABLE SYSTEMS OF CARE. ASSESSMENT OF STATE, REGIONAL, AND NATIONAL EMERGENCY SYSTEMS OF CARE FOR MENTAL/BEHAVIORAL HEALTH DISORDERS. 3. CULTURALLY-CENTERED, INTEGRATED CARE. CONTINUED DEVELOPMENT OF BEST PRACTICE MODELS FOR CULTURALLY-INFORMED INTEGRATED (PRIMARY AND BEHAVIORAL HEALTH) CARE, INCLUDING ASSESSMENT OF POLICY IMPLICATIONS AND SOLUTIONS. 4. COMMUNITY ENGAGEMENT TO PROMOTE RESILIENCY. ASSESSMENT OF POLICY-LEVEL INTERVENTIONS THAT ADDRESS COMMUNITY-BASED RISK AND PROTECTIVE FACTORS TO MITIGATE RISK AND MAXIMIZE RESILIENCY. EXPANSION OF EDUCATION REFORM TO (1) INCLUDE THE DEVELOPMENT OF PRODUCTIVE SCHOOL-COMMUNITY PARTNERSHIPS, (2) INCREASE EQUITABLE ACCESS TO SCHOOL-BASED MENTAL HEALTH SERVICES, (3) PROVIDE FOR UNIVERSAL MENTAL HEALTH SCREENING, (4) CREATE A NATION OF MINDFUL EDUCATORS, AND (5) DEVELOP INNOVATIVE WAYS TO SUPPORT SUSTAINABILITY OF THESE PROGRAMS. INCREASED AWARENESS AND UNDERSTANDING OF THE IMPACT OF ADVERSE CHILDHOOD EXPERIENCES. PROMOTION OF SOCIAL-EMOTIONAL LEARNING AND CHARACTER EDUCATION PROGRAMS IN SCHOOLS.2017 KENNEDY-SATCHER CENTER ACCOMPLISHMENTS INCLUDE: - THE INTEGRATED CARE LEADERSHIP PROGRAM (ICLP) - AN EXCITING AND INNOVATIVE PROGRAM DESIGNED TO EQUIP CLINICAL AND ADMINISTRATIVE HEALTH CARE PROFESSIONALS WITH THE KNOWLEDGE, TRAINING, AND SKILLS NEEDED TO SUCCESSFULLY DEVELOP INTEGRATED CARE PRACTICES. THE PROGRAM IS OFFERED AS A 12-MONTH AND 6-MONTH LEARNING COLLABORATIVE CONSISTING OF A SELF-PACED ONLINE TRAINING CURRICULUM, EDUCATIONAL WEBINARS, TECHNICAL ASSISTANCE AND COACHING DESIGNED TO CATALYZE INTEGRATED PRACTICE CHANGE AND QUALITY IMPROVEMENT. PARTICIPANTS IN THIS PROGRAM HAVE ACCESS TO WEB-BASED RESOURCES, THE ABILITY TO NETWORK WITH OTHER SITES, AND THE ABILITY TO RECEIVE MENTORSHIP THROUGH A VIRTUAL "COMMUNITY OF PRACTICE" FROM INTEGRATED CARE EXPERTS AND ESTABLISHED PRACTICES. IN ADDITION, ICLP SITES PARTICIPATE IN STRUCTURED MONTHLY LEADERSHIP AND CAPACITY-BUILDING ACTIVITIES, INCLUDING SITE VISITS, AND ARE ELIGIBLE FOR HIGH-IMPACT INNOVATION AWARDS WITH TECHNICAL ASSISTANCE FOR IMPLEMENTATION OF QUALITY IMPROVEMENT PROJECTS. PRACTICES THAT EFFECTIVELY INTEGRATE BEHAVIORAL HEALTH SERVICES AND PRIMARY CARE HAVE BEEN SHOWN TO IMPROVE CLINICAL OUTCOMES AND QUALITY OF LIFE FOR HEALTH CARE CONSUMERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $825,655 | ExpenseAmt |
| Desc | POLICY DEVELOPMENT:GENERAL POLICY RECOMMENDATIONS:THE KENNEDY FORUM CONTINUED TO PROMOTE AND UPDATE THE FIVE KEY PUBLIC PILLARS IT DEVELOPED TO DRAMATICALLY IMPROVE BEHAVIORAL HEALTH SERVICES, WHICH INCLUDES BOTH MENTAL HEALTH AND SUBSTANCE USE: (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 TO FINALLY REALIZE PARITY AND HEALTH EQUITY.STATE OF THE UNION IN MENTAL HEALTH AND ADDICTION:THE KENNEDY FORUM AND KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY PARTNERED WITH THE NATIONAL COUNCIL TO HOST THE THIRD ANNUAL STATE OF THE UNION IN MENTAL HEALTH AND ADDICTION AS PART OF THE ANNUAL NATCON CONFERENCE IN SEATTLE IN APRIL 2017. THIS EVENT IS DESIGNED TO HOLD THE NATION'S LEADERS ACCOUNTABLE FOR REAL RESULTS AND SHINE A SPOTLIGHT ON PROMISING MENTAL HEALTH SOLUTIONS FROM ACROSS THE NATION. THE 2017 STATE OF THE UNION IN MENTAL HEALTH AND ADDICTION: WHERE INNOVATION MEETS ACTION FOR CHILDREN AND FAMILIES FOCUSED ITS ATTENTION ON ONE PRESSING ISSUE: THE HEALTH OF THE NATION'S CHILDREN.PRESIDENT'S COMMISSION ON COMBATING DRUG ADDICTION AND THE OPIOID CRISIS:ON MARCH 29, 2017, PRESIDENT DONALD J. TRUMP SIGNED AN EXECUTIVE ORDER ESTABLISHING THE PRESIDENT'S COMMISSION ON COMBATING DRUG ADDICTION AND THE OPIOID CRISIS. THE COMMISSION WAS CHAIRED BY GOVERNOR CHRIS CHRISTIE AND STUDIED WAYS TO COMBAT AND TREAT DRUG ABUSE, ADDICTION, AND THE OPIOID CRISIS. FORMER CONGRESSMAN PATRICK J. KENNEDY WAS ONE OF THE SIX APPOINTED COMMISSION MEMBERS. IN LATE 2017, THE COMMISSION ISSUED ITS FINAL REPORT TO THE PRESIDENT. THE KENNEDY FORUM SUPPORTED THE WORK OF THE COMMISSION WITH THE SHARING OF STAFF, RESEARCH MATERIAL, TESTIMONIAL RECOMMENDATIONS, AND COMPOSITION OF RECOMMENDATIONS TO THE COMMISSION FOR THE FINAL REPORT.PROMOTION OF POLICY:THROUGHOUT 2017, FORMER CONGRESSMAN PATRICK J. KENNEDY, ON BEHALF OF THE KENNEDY FORUM, DELIVERED KEYNOTE SPEECHES, HELD MEETINGS, WAS INVITED TO ATTEND 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. SUCH EVENTS INCLUDED: - 2017 - FUTURE OF HEALTH CARE IN AMERICA - WHITE HOUSE, WASHINGTON, D.C. - CAPITOL HILL EVENT: NEW FRONTIER ON MENTAL ILLNESS - WASHINGTON, D.C. - PSYCHARMOR CONFERENCE - SAN DIEGO, CA - WORKPLACE MENTAL HEALTH ROUNDTABLE - CHICAGO, IL - COLUMBIA GLOBAL MENTAL SYMPOSIUM ON MENTAL HEALTH AND SUBSTANCE ABUSE - LIMA, PERU - SUBSTANCE USE DISORDER IN AMERICA - RESEARCH TO PRACTICE AND BACK AGAIN - UPENN, PHILADELPHIA, PA - MENTAL HEALTH AMERICA NATIONAL CONFERENCE - WASHINGTON, D.C. - WASHINGTON POST OPIOID ROUNDTABLE - WASHINGTON, D.C. - EMERGING MINDS CONFERENCE - LAKE NONA, FL - RESEARCH AMERICA FORUM - WASHINGTON, D.C. - BRAIN FUTURES CONFERENCE - BALTIMORE, MD - CMS BEHAVIORAL HEALTH SUMMIT - BALTIMORE, MD - THE COLLEGIATE RECOVERY PROGRAM AND COUNSELING AND SUBSTANCE ABUSE SERVICES - CHARLESTON, SC - KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY INAUGURAL MENTAL HEALTH SYMPOSIUM - ATLANTA, GA - OPIOID EPIDEMIC ROUNDTABLE, UNIVERSITY CLUB - CHICAGO, IL - NEW JERSEY HEALTHCARE TRANSITION ADVISORY COMMITTEE - TRENTON, NJ | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $572,858 | ExpenseAmt |
| Desc | PARITY IMPLEMENTATION:THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008 (MHPAEA OR PARITY LAW) PROMISED EQUITY IN THE INSURANCE COVERAGE OF MENTAL HEALTH AND SUBSTANCE USE DISORDER CARE, BUT YEARS LATER MENTAL HEALTH PARITY IS STILL NOT A REALITY AND MANY AMERICANS CONTINUE TO BE DENIED CARE, OFTEN WHEN THEY NEED IT THE MOST. TO FULFILL THE PROMISE OF THE PARITY LAW, HEALTH INSURANCE PLANS MUST BE HELD ACCOUNTABLE TO COMPLY WITH THE LETTER AND SPIRIT OF THE LAW.(CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARITY IMPLEMENTATION AND EDUCATION)IN 2017, 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.IN 2016, THROUGH A PARTNERSHIP WITH THE SCATTERGOOD FOUNDATION AND TREATMENT RESEARCH INSTITUTE, THE KENNEDY FORUM LAUNCHED THE PARITYTRACK INITIATIVE (PARITYTRACK.ORG) - A WAY OF QUANTIFYING THE PROGRESS TOWARD PARITY IMPLEMENTATION NOT ONLY NATIONALLY, BUT IN EACH OF THE 50 STATES. USING AN INNOVATIVE, CUSTOM WEBSITE PLATFORM, PARITYTRACK 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 CONTINUED TO UPDATE AND AUGMENT PARITY TRACK.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; PROVIDES AN OVERVIEW OF HOW PARITY IMPLEMENTATION IS TRACKED ON THE STATE LEVEL THROUGH THE KENNEDY FORUM'S INNOVATIVE PARITYTRACK TOOL; AND DETAILS HOW CONSUMERS CAN HOLD INSURANCE PLANS ACCOUNTABLE FOR THEIR ACTIONS THROUGH A NEW TOOL, PARITYREGISTRY.THE KENNEDY FORUM UPDATED AND IMPROVED THE WEBSITE IT PREVIOUSLY LAUNCHED: PARITYREGISTRY.ORG. THIS SITE PROVIDES USERS WITH THE INFORMATION AND RESOURCES NEEDED TO EXERCISE THEIR RIGHTS TO EQUITABLE INSURANCE COVERAGE. USERS CAN ALSO OPT TO SHARE THEIR STORY AND SUBMIT A COMPLAINT TO THEIR STATE'S ATTORNEY GENERAL OR INSURANCE COMMISSIONER AS THE STATES PERMIT. THE KENNEDY FORUM USES THE INFORMATION PROVIDED TO ADVOCATE FOR ENFORCEMENT OF THE PARITY LAW.IN ADDITION, 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,455,142 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | 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 (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATRICK KENNEDY | |||||||
| PRESIDENT/CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $490,476 | $0 | $45,921 | |
| KEITH LOWEY | |||||||
| TREASURER/DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALLAN FOX | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRAHAM | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARA KUKFA | |||||||
| CHIEF OF STAFF | 40.00 | $168,725 | $0 | $49,207 | Yes (X) | ||
| KELLY O'BRIEN | |||||||
| FORUM DIRECTOR | 40.00 | $141,415 | $0 | $15,966 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $800,616 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,094 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CURA STRATEGIES LLC | |||||
| 2011 CRYSTAL DRIVE 1005 | ARLINGTON | VA | 22202 | COMMUNICATIONS STRATEGY | $511,911 |
| SCHOONER STRATEGIES LLC | |||||
| 326 FIRST STREET SUITE 29 | ANNAPOLIS | MD | 21403 | COMMUNICATIONS STRATEGY/RESEARCH | $261,457 |
| VERDOLINO & LOWEY PC | |||||
| 124 WASHINGTON ST SUITE 101 | FOXBOROUGH | MA | 02035 | ACCOUNTING & TAX SERVICES | $195,000 |
| TEMPLE ROCK PRODUCTIONS INC | |||||
| 55 OGDEN AVENUE | CLARENDON HILLS | IL | 60514 | PRODUCTION SERVICES | $180,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $770,878 | FundraisingAmt |
| All Other Contributions | $1,073,739 | AllOtherContributionsAmt |
| Total Contributions | $1,844,617 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,498 | TotalRevenueColumnAmt |
| Exclusion | $231,498 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,329,635 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,429,253 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $900,382 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900,382 | TotalRevenueColumnAmt |
| Exclusion | $900,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,230 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $770,878 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $197,692 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$193,462 | TotalRevenueColumnAmt |
| Exclusion | -$193,462 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,783,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $938,418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,850 | TotalAmt |
| Program Services | $567,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,616 | TotalAmt |
| Program Services | $676,764 | ProgramServicesAmt |
| Management And General | $55,538 | ManagementAndGeneralAmt |
| Fundraising | $68,314 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,454 | TotalAmt |
| Program Services | $184,091 | ProgramServicesAmt |
| Management And General | $62,829 | ManagementAndGeneralAmt |
| Fundraising | $28,534 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,791 | TotalAmt |
| Program Services | $13,433 | ProgramServicesAmt |
| Management And General | $1,847 | ManagementAndGeneralAmt |
| Fundraising | $1,511 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,397 | TotalAmt |
| Program Services | $98,718 | ProgramServicesAmt |
| Management And General | $13,574 | ManagementAndGeneralAmt |
| Fundraising | $11,105 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,710 | TotalAmt |
| Program Services | $51,768 | ProgramServicesAmt |
| Management And General | $7,118 | ManagementAndGeneralAmt |
| Fundraising | $5,824 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,506 | TotalAmt |
| Program Services | $2,807 | ProgramServicesAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,937 | TotalAmt |
| Program Services | $164,953 | ProgramServicesAmt |
| Management And General | $54,984 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,037 | TotalAmt |
| Fundraising | $78,037 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,227 | TotalAmt |
| Management And General | $74,227 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,883 | TotalAmt |
| Program Services | $903,337 | ProgramServicesAmt |
| Management And General | $596 | ManagementAndGeneralAmt |
| Fundraising | $62,950 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,669 | TotalAmt |
| Program Services | $165,335 | ProgramServicesAmt |
| Management And General | $22,734 | ManagementAndGeneralAmt |
| Fundraising | $18,600 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,875 | TotalAmt |
| Program Services | $50,984 | ProgramServicesAmt |
| Management And General | $7,026 | ManagementAndGeneralAmt |
| Fundraising | $5,865 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,768 | TotalAmt |
| Program Services | $7,727 | ProgramServicesAmt |
| Management And General | $35,744 | ManagementAndGeneralAmt |
| Fundraising | $297 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $476,612 | $398,575 | $78,037 | |
| OPERATIONS | $193,307 | $168,800 | $11,028 | $13,479 |
| BANK FEES | $403 | $403 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,176,042 | TotalAmt |
| Program Services | $3,455,142 | ProgramServicesAmt |
| Management And General | $350,798 | ManagementAndGeneralAmt |
| Fundraising | $370,102 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,686 | BOYAmt |
| EOY | $689,219 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,671 | BOYAmt |
| EOY | $286,267 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,266 | BOYAmt |
| EOY | $572,649 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,657 | BOYAmt |
| EOY | $30,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $226,833 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $179,585 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,122 | BOYAmt |
| EOY | $47,248 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,864,498 | BOYAmt |
| EOY | $9,886,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,693,900 | BOYAmt |
| EOY | $11,512,097 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,525 | BOYAmt |
| EOY | $266,795 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,525 | BOYAmt |
| EOY | $266,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,402,375 | BOYAmt |
| EOY | $11,245,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,402,375 | BOYAmt |
| EOY | $11,245,302 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,693,900 | BOYAmt |
| EOY | $11,512,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,393,007 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $64,391 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $172,626 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$1,083 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $71,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,912,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,848,847 | CurrentTaxYearAmt |
| Total | $4,982,907 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $71,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,912,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,848,847 | CurrentTaxYearAmt |
| Total | $4,982,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,123,500 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,859,407 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $11,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $311,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,498 | CurrentTaxYearAmt |
| Total | $825,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,808,560 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,422,234 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,422,234 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $371,112 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $92,778 | 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 Minus2 | $390,388 | CurrentYearMinus2Amt |
| Current Year Minus1 | $380,128 | CurrentYearMinus1Amt |
| Current Year | $371,112 | CurrentYearAmt |
| Total | $1,141,628 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,712,442 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $97,597 | CurrentYearMinus2Amt |
| Current Year Minus1 | $95,032 | CurrentYearMinus1Amt |
| Current Year | $92,778 | CurrentYearAmt |
| Total | $285,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $428,111 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,611 | DepreciationAmt |
| Book Value | $12,164 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $211,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,974 | DepreciationAmt |
| Book Value | $35,084 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,248 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUND | Desc |
| Book Value | $9,886,399 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,886,399 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $3,144,760 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $64,391 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $172,626 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $198,935 | OtherRevenueAmt |
| Revenue Not Reported | $435,952 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,708,808 | RevenueSubtotalAmt |
| Other Revenues Not Included | $74,227 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $74,227 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,783,035 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,301,833 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $201,192 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $201,192 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,100,641 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $75,401 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $75,401 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,176,042 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DISALLOWED WASH SALE ON INVESTMENTS 1,243. EVENT EXPENSES 197,692. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES, NETTED WITH REVENUE 74,227. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 197,692. BOOK/TAX DEPRECIATION DIFFERENCE 3,500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. INVESTMENT FEES, NETTED WITH REVENUE 74,227. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KJD STRATEGIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 W JACKSON SUITE 510 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $626,669 | GrossReceiptsAmt |
| Retained By Contractor | $78,037 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $626,669 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $78,037 | TotalRetainedByContractorsAmt |
| Licensed States | NJ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FORUM & GALA | Event1Nm |
| Gross Receipts Event1 | $775,108 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $770,878 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,230 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $385 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $197,307 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $775,108 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $770,878 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,230 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $385 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $197,307 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $197,692 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$193,462 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE QUELL FOUNDATION | |||||||
| PO BOX 1924 | N FALMOUTH | MA | 02556 | 475127883 | 501(C)(3) | $10,000 | RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| EDWARD M KENNEDY INSTITUE FOR THE UNITED STATES SENATE INC | |||||||
| COLUMBIA POINT 210 MORRISSEY BLVD | BOSTON | MA | 02125 | 270963869 | 501(C)(3) | $30,000 | RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| MOREHOUSE SCHOOL OF MEDICINE | |||||||
| 720 WESTVIEW DR SW | ATLANTA | GA | 30310 | 581438873 | 501(C)(3) | $500,000 | RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| ONE MIND INSTITUTE (IMHRO) | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | 680359707 | 501(C)(3) | $25,800 | RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE KENNEDY FORUM RECEIVES AND REVIEWS REGULAR REPORTING FROM GRANTEE ORGANIZATIONS REGARDING THE USE OF FUNDS RECEIVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK KENNEDY | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | $490,476 | $0 | $0 | $0 | $0 | $0 | $4,378 | $0 | $41,543 | $0 | $536,397 | $0 | $0 | $0 |
| KARA KUKFA | ||||||||||||||
| CHIEF OF STAFF | $168,725 | $0 | $0 | $0 | $0 | $0 | $4,904 | $0 | $44,303 | $0 | $217,932 | $0 | $0 | $0 |
| KELLY O'BRIEN | ||||||||||||||
| FORUM DIRECTOR | $141,415 | $0 | $0 | $0 | $0 | $0 | $2,828 | $0 | $13,138 | $0 | $157,381 | $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 | $173,000 | TransactionAmt |
| Transaction | PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND EVENT PLANNING SERVICES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| - LEVERAGING TECHNOLOGY TO IMPROVE ACCESS AND QUALITY OF CARE | ACROSS THE NATION. - PROMOTING FASTER TRANSLATION OF NEUROSCIENCE RESEARCH INTO PREVENTATIVE AND TREATMENT INTERVENTIONS. |
| - SMART AND SECURE CHILDREN QUALITY PARENTING LEADERSHIP | DEVELOPMENT PROGRAM (SSC). SSC USES 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 REPLICATED IN 13 OTHER STATES IN A NIH-FUNDED RESEARCH PROJECT. - ASD INSURANCE MANDATE DATA. THE CENTER STUDIED THE ASD INSURANCE MANDATES IN ALL 50 STATES, AND DEVELOPED DETAILED, STRUCTURED LEGAL DATA SETS FOR EACH STATE. THE PROCESS BEGAN IN 2017 - FORMATTING THE DATA INTO A PUBLICLY-AVAILABLE ONLINE TOOL THAT CAN BE USED BY DIVERSE STAKEHOLDERS. A TOOL SET TO RELEASE IN 2018 WILL ENABLE COMPARISON ACROSS STATES AND RANKING OF STATE POLICIES BASED ON BEST PRACTICES. 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. TOGETHER, WE CONVENE THOUGHT LEADERS IN NEUROSCIENCE AROUND A COLLECTIVE GOAL TO MORE EFFECTIVELY DIAGNOSE, PREVENT, TREAT, AND EVEN CURE BRAIN ILLNESSES AND INJURY. MENTAL HEALTH AMERICA (MHA) - FOUNDED IN 1909, MHA IS THE NATION'S LEADING COMMUNITY-BASED NONPROFIT DEDICATED TO ADDRESSING THE NEEDS OF THOSE LIVING WITH MENTAL ILLNESS AND TO PROMOTING THE OVERALL MENTAL HEALTH OF ALL AMERICANS. THEIR WORK IS DRIVEN BY A COMMITMENT TO PROMOTE MENTAL HEALTH AS A CRITICAL PART OF OVERALL WELLNESS THAT REQUIRES PREVENTION SERVICES FOR ALL AND EARLY IDENTIFICATION AND INTERVENTION FOR THOSE AT RISK. THE KENNEDY FORUM SUPPORTED MHA'S 2017 NATIONAL CONFERENCE. PATRICK J. KENNEDY AND AMY KENNEDY DISCUSSED MENTAL HEALTH AND SUBSTANCE USE RECOVERY IN A PLENARY SESSION FROM THE PERSPECTIVES OF PATIENT, ADVOCATE, AND CAREGIVER. NATIONAL COUNCIL FOR BEHAVIORAL HEALTH - NATIONAL COUNCIL IS THE UNIFYING VOICE OF AMERICA'S HEALTH CARE ORGANIZATIONS THAT DELIVER MENTAL HEALTH AND ADDICTION TREATMENT AND SERVICES. TOGETHER, WITH THEIR 2,900-MEMBER ORGANIZATIONS SERVING OVER 10 MILLION ADULTS, CHILDREN, AND FAMILIES LIVING WITH MENTAL ILLNESSES AND ADDICTIONS, THEY ARE COMMITTED TO ENSURING ALL AMERICANS HAVE ACCESS TO COMPREHENSIVE, HIGH-QUALITY CARE THAT AFFORDS EVERY OPPORTUNITY FOR RECOVERY. THE KENNEDY FORUM PARTNERED WITH NATIONAL COUNCIL TO HOST THE 3RD ANNUAL STATE OF THE UNION IN MENTAL HEALTH AND ADDICTION AS PART OF THE ANNUAL 2017 NATCON CONFERENCE IN SEATTLE. THIS ALLOWED US TO REACH OVER 3,000 CLINICIANS REGARDING PARITY AND HEALTH EQUITY, AS WELL AS AN EVEN GREATER AUDIENCE THROUGH LIVE STREAM. ONE MIND INITIATIVE AT WORK - IN 2017, THE KENNEDY FORUM CONTINUED ITS PARTNERSHIP WITH THE ONE MIND INSTITUTE TO DEVELOP A COALITION OF BUSINESS LEADERS WITH THE GOAL OF TRANSFORMING APPROACHES TO MENTAL HEALTH AND ADDICTION IN THE WORKPLACE. MENTAL HEALTH CONDITIONS COST BILLIONS OF DOLLARS EVERY YEAR, SIGNIFICANTLY OUTPACING HEART DISEASE, CANCER AND DIABETES. AT THE SAME TIME, EVERY $1 INVESTMENT IN MENTAL HEALTH PROMOTION HAS A $3 TO $5 RETURN ON INVESTMENT. THERE ARE SIGNIFICANT ECONOMIC IMPLICATIONS OF AMERICA'S CURRENTLY HIGH LEVELS OF ABSENTEEISM, PRESENTEEISM, AND LOST PRODUCTIVITY RESULTING FROM MENTAL HEALTH CONDITIONS. ADDITIONALLY, HAVING A MENTAL HEALTH CONDITION SUCH AS DEPRESSION SIGNIFICANTLY INCREASES THE LIKELIHOOD OF DEVELOPING OTHER PHYSICAL CONDITIONS SUCH AS CARDIOVASCULAR DISEASE, DIABETES, STROKE, AND ALZHEIMER'S DISEASE - RESULTING IN EVEN GREATER HEALTH CARE COSTS. IN 2017, A COMMITTED GROUP OF INNOVATIVE EXECUTIVES FROM WORLD-CLASS COMPANIES MET AT THE FIRST INTERNATIONAL ONE MIND AT WORK FORUM TO DISCUSS THE EXECUTIVE APPROACH TO TRANSFORMING HOW MENTAL HEALTH IS VIEWED AND SUPPORTED IN THE WORKPLACE; HOW HEALTHCARE IS PURCHASED UNDER THE NEW PARADIGM; AND HOW WE CAN GAIN EQUITY, COLLABORATION, AND PARITY BETWEEN PHYSICAL AND MENTAL HEALTH. PARITY AT 10 - PARITY AT 10 LAUNCHED IN NOVEMBER 2017. IT IS A THREE-YEAR CAMPAIGN THAT WILL UNITE LOCAL AND NATIONAL ADVOCATES IN 10 STATES 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 INITIAL PILOT STATES AND ESTABLISH MODELS THAT CAN BE ADOPTED BY OTHER STATES. THE KENNEDY FORUM WILL PRIMARILY SUPPORT LANDSCAPE RESEARCH AND STANDARD ANALYSIS; REGULATORY AND LEGISLATIVE ADVOCACY; ATTORNEYS GENERAL ENGAGEMENT; AND ENGAGEMENT WITH CARRIERS AND MEDICAID MANAGED CARE ORGANIZATIONS. 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 812,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 62,463. TOTAL EXPENSES 874,563. CONSULTING: PROGRAM SERVICE EXPENSES 86,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,904. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 4,333. MANAGEMENT AND GENERAL EXPENSES 596. FUNDRAISING EXPENSES 487. TOTAL EXPENSES 5,416. |
| FORM 990, PART XI, LINE 9: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,174. DISALLOWED WASH SALE ON INVESTMENTS 1,243. BOOK/TAX DEPRECIATION DIFFERENCE -3,500. |
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 | 14 CENTRAL AVE | AddressLine1Txt |
| City | ISLAND HEIGHTS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08732 | 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 | $1,214,755 | TotalIncomeAmt |
| End Of Year Assets | $478,341 | 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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