2018-11-15T16:16:12-06:00 2017-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2017-01-01 465714524 MENTAL HEALTH LEADERSHIP INITIATIVE INC DBA THE KENNEDY FORUM MENT 7325730300 14 CENTRAL AVE ISLAND HEIGHTS NJ 08732 KEITH D LOWEY TREASURER 5085431720 2018-11-15 1 SUSAN M PACHECO CPA P00015143 5085431720 100.0.207.212 2018-11-15 16:54:16 ES P B0E79705D5A1FF3684EE37AA777ED4B4277E2289 B0E79705D5A1FF3684EE37AA777ED4B4277E2289 2017 2019-02-21 02:37:17Z PATRICK KENNEDY 14 CENTRAL AVENUE ISLAND HEIGHTS NJ 08732 10409980 0 X WWW.THEKENNEDYFORUM.ORG X 2014 DE SEE PAGE 2, PART III, LINE 1. 3 1 11 0 0 0 1149746 1844617 0 0 -13940 1131880 0 -193462 1135806 2783035 661782 567850 0 0 997482 1280968 92332 78037 370102 2850962 2249187 4602558 4176042 -3466752 -1393007 12693900 11512097 291525 266795 12402375 11245302 X FORMED IN 2014, MENTAL HEALTH LEADERSHIP INITIATIVE, INC. (MHLI) - DBA "THE KENNEDY FORUM" - WAS FOUNDED TO ADVANCE EVIDENCE-BASED PRACTICES, POLICIES, AND PROGRAMMING FOR THE TREATMENT OF MENTAL HEALTH (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2) AND ADDICTION; UNITE ADVOCATES, BUSINESS LEADERS, AND GOVERNMENT AGENCIES IN DEVELOPING AN INTEGRATED SYSTEM OF CARE; AND ADVOCATE FOR THOSE LIVING WITH MENTAL HEALTH AND ADDICTION CHALLENGES.THE KENNEDY FORUM FURTHER SEEKS TO IMPROVE THE U.S. HEALTH CARE SYSTEM, 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. 0 0 2056629 567850 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. 825655 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 572858 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. 3455142 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 24 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 X 3 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 1 1 0 0 1 1 0 NJ X X VERDOLINO & LOWEY PC 5085431720 124 WASHINGTON ST 101 FOXBOROUGH MA 02035 PATRICK KENNEDY PRESIDENT/CEO/DIRECTOR 40.00 X X 490476 0 45921 KEITH LOWEY TREASURER/DIRECTOR 2.00 X X 0 0 0 ALLAN FOX DIRECTOR 1.00 X 0 0 0 JOHN GRAHAM SECRETARY 1.00 X 0 0 0 KARA KUKFA CHIEF OF STAFF 40.00 X 168725 0 49207 KELLY O'BRIEN FORUM DIRECTOR 40.00 X 141415 0 15966 800616 0 111094 3 0 1 0 CURA STRATEGIES LLC 2011 CRYSTAL DRIVE 1005 ARLINGTON VA 22202 COMMUNICATIONS STRATEGY 511911 SCHOONER STRATEGIES LLC 326 FIRST STREET SUITE 29 ANNAPOLIS MD 21403 COMMUNICATIONS STRATEGY/RESEARCH 261457 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 ACCOUNTING & TAX SERVICES 195000 TEMPLE ROCK PRODUCTIONS INC 55 OGDEN AVENUE CLARENDON HILLS IL 60514 PRODUCTION SERVICES 180140 4 770878 1073739 1844617 231498 231498 8329635 7429253 900382 900382 900382 4230 770878 197692 -193462 -193462 2783035 0 0 938418 X 567850 567850 800616 676764 55538 68314 275454 184091 62829 28534 16791 13433 1847 1511 123397 98718 13574 11105 64710 51768 7118 5824 3506 2807 699 219937 164953 54984 78037 78037 74227 74227 966883 903337 596 62950 206669 165335 22734 18600 63875 50984 7026 5865 43768 7727 35744 297 DIRECT PROGRAM EXPENSES 476612 398575 78037 OPERATIONS 193307 168800 13479 11028 BANK FEES 403 403 4176042 3455142 350798 370102 116686 689219 455671 286267 162266 572649 25657 30315 226833 179585 69122 47248 11864498 9886399 12693900 11512097 291525 266795 291525 266795 X 12402375 11245302 12402375 11245302 12693900 11512097 X -1393007 64391 172626 -1083 X 0 1 X 1 0 X 71626 1912688 1149746 1848847 4982907 71626 1912688 1149746 1848847 4982907 1123500 3859407 11009 271971 311175 231498 825653 5808560 X 4422234 4422234 371112 92778 0 0 390388 380128 371112 1141628 1712442 97597 95032 92778 285407 428111 15775 3611 12164 211058 175974 35084 47248 POOLED INVESTMENT FUND 9886399 F 9886399 3144760 64391 172626 198935 435952 2708808 74227 74227 2783035 4301833 201192 201192 4100641 75401 75401 4176042 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. X X X X X 1 KJD STRATEGIES INC 53 W JACKSON SUITE 510 CHICAGO IL 60604 PROFESSIONAL FUNDRAISING COUNSEL 0 626669 78037 0 626669 78037 NJ FORUM & GALA 775108 770878 4230 385 197307 775108 770878 4230 385 197307 197692 -193462 1 THE QUELL FOUNDATION PO BOX 1924 N FALMOUTH MA 02556 475127883 501(C)(3) 10000 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) 30000 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) 500000 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) 25800 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. 4 0 PART I, LINE 2: THE KENNEDY FORUM RECEIVES AND REVIEWS REGULAR REPORTING FROM GRANTEE ORGANIZATIONS REGARDING THE USE OF FUNDS RECEIVED. X X X 0 0 0 0 0 0 0 0 0 PATRICK KENNEDY PRESIDENT/CEO/DIRECTOR 490476 0 0 0 0 0 4378 0 41543 0 536397 0 0 0 KARA KUKFA CHIEF OF STAFF 168725 0 0 0 0 0 4904 0 44303 0 217932 0 0 0 KELLY O'BRIEN FORUM DIRECTOR 141415 0 0 0 0 0 2828 0 13138 0 157381 0 0 0 VERDOLINO & LOWEY PC KEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PC 173000 PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND EVENT PLANNING SERVICES. 0 - 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. THE KENNEDY FORUM-ILLINOIS LLC 14 CENTRAL AVE ISLAND HEIGHTS NJ 08732 IMPROVE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION DE 1214755 478341 MENTAL HEALTH LEADERSHIP INITIATIVE INC