2018-06-01T08:05:30-05:00 2017-09-30 260794367 UHY Advisors Mid-Atlantic MD Inc 8601 Robert Fulton Drive Suite 210 Columbia MD 21046 990 2016-10-01 237268143 JUDGE DAVID L BAZELON CENTER FOR MENTAL HEALTH LAW JUDG 2024675730 1101 15TH STREET NW No 1212 WASHINGTON DC 20005 HOLLY O'DONNELL PRESIDENT AND CEO 2024675730 2018-06-01 1 Nancy Johnson P01593478 4107205220 2016 2022-09-23 18:48:47Z HOLLY O'DONNELL 1101 15TH STREET NW No 1212 WASHINGTON DC 20005 3506666 0 X WWW.BAZELON.ORG X 1972 DC TO PROTECT THE LEGAL RIGHTS OF ADULTS AND CHILDREN WITH MENTAL DISABILITIES AND TO IMPROVE THEIR ACCESS TO APPROPRIATE CARE, TREATMENT, EDUCATION, HOUSING, EMPLOYMENT, AND OTHER SUPPORT. 15 15 18 15 0 0 1395078 1316461 445726 375486 507050 430940 4419 32219 2352273 2155106 0 0 0 0 1853397 1484537 0 0 284276 692949 837212 2546346 2321749 -194073 -166643 5396816 5349322 533126 470389 4863690 4878933 X TO PROTECT THE LEGAL RIGHTS OF ADULTS AND CHILDREN WITH MENTAL DISABILITIES AND TO IMPROVE THEIR ACCESS TO APPROPRIATE CARE, TREATMENT, EDUCATION, HOUSING, EMPLOYMENT, AND OTHER SUPPORT. 0 0 546057 375486 ENSURING ACCESS TO OPPORTUNITY - PEOPLE WITH MENTAL DISABILITIES ARE ENTITLED TO EXERCISE ALL THE RIGHTS, BENEFITS, AND RESPONSIBILITIES OF CITIZENSHIP. QUALITY SERVICES AND SUPPORT IN THE COMMUNITY CAN ENABLE THEM TO PARTICIPATE EQUALLY WITH OTHERS AND RESIDENTS OF NEIGHBORHOODS AND MEMBERS OF FAMILIES, TO CONTRIBUTE AS PART OF THE WORKFORCE AND TO ENJOY THE SOCIAL, RECREATIONAL, POLITICAL, EDUCATIONAL, AND CULTURAL BENEFITS OF COMMUNITY LIFE. SERVICES IN STABLE FAMILY OR FAMILY-LIKE SETTINGS ALLOW CHILDREN WITH MENTAL HEALTH NEEDS TO REALIZE THEIR POTENTIAL. 346966 HOLDING PUBLIC SYSTEMS ACCOUNTABLE FOR THE SAFETY AND WELFARE OF THE PEOPLE THEY SERVE - PEOPLE WITH MENTAL DISABILITIES SHOULD NOT BE SEPARATED FROM FAMILIES, FRIENDS, AND COMMUNITIES, NOR SHOULD THEY BE CONSIGNED TO CORRECTIONAL FACILITIES OR OTHER INSTITUTIONAL SETTINGS BECAUSE THE MENTAL HEALTH SYSTEM HAS FAILED TO HELP THEM. CHILDREN MUST NOT BE DEPRIVED OF EDUCATIONAL SERVICES AS PUNISHMENT FOR BEHAVIOR ASSOCIATED WITH MENTAL OR EMOTIONAL DISABILITY, AND FAMILIES SHOULD NOT HAVE TO RELINQUISH CUSTODY OF CHILDREN WITH EMOTIONAL DISORDERS IN ORDER TO ACCESS NEEDED TREATMENT. THE BAZELON CENTER IS COMMITTED TO THE IDEA THAT PEOPLE WITH MENTAL DISABILITIES SHOULD NOT BE PUNISHED FOR THE SYSTEM'S FAILURES TO PROVIDE ACCESS TO THE RESOURCES THEY NEED FOR STABLE LIVES AND MEANINGFUL PARTICIPATION IN THE COMMUNITY. 865398 IMPLEMENTING A NEW VISION OF HOPE, DIGNITY, AND HUMAN RIGHTS - THE BAZELON CENTER BEGINS WITH THE PREMISE THAT MENTAL HEALTH POLICY MUST EMPOWER PEOPLE AND ENSURE PROTECTION OF THEIR LEGAL AND HUMAN RIGHTS. THE PUBLIC SYSTEMS THAT ARE CHARGED WITH SERVING PEOPLE WITH MENTAL DISABILITIES MUST BE TRANSFORMED AND BECOME RECOVERY ORIENTED. CONSUMERS SHOULD PLAY A SIGNIFICANT ROLE IN SHAPING THESE SYSTEMS. 76223 PROMOTING SELF-DETERMINATION - PEOPLE WITH MENTAL DISABILITIES MUST BE ABLE TO EXERCISE THEIR CHOICES IN ALL ASPECTS OF DAILY LIFE. THIS INVOLVES ACCESS TO VOTING AND OTHER FORMS OF CIVIC PARTICIPATION, AND AN END TO DISCRIMINATION AGAINST THEM IN HOUSING AND EMPLOYMENT. IT ALSO MEANS THAT INDIVIDUALS SHOULD HAVE A VOICE IN THEIR TREATMENT DECISIONS AND CONTROL OVER WHO HAS ACCESS TO THEIR TREATMENT RECORDS. 20776 Lobbying - Advocating for the Bazelon Center's program objectives through federal policy and strategic policy development. The Bazelon Center also provides newsletters and email alerts in addition to sections of The Reporter that urge people to contact their congressional delegates. 96999 1855420 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 18 1 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT DC IL MD NY PA VA WA X ANICA DAVIS 2024675730 1101 15TH STREET NW SUITE 1212 WASHINGTON DC 20005 Eileen A Bazelon TRUSTEE 0.50 X 0 0 0 Howard H Goldman TRUSTEE 0.50 X 0 0 0 Glenda LOUISE WRENN GORDON TRUSTEE 0.50 X 0 0 0 Eve Hill TRUSTEE 0.50 X 0 0 0 Rachel MOLLY Joseph TRUSTEE 0.50 X 0 0 0 Nancy Lane TRUSTEE 0.50 X 0 0 0 Elizabeth B McCallum TRUSTEE 0.50 X 0 0 0 Margaret E O'Kane TRUSTEE 0.50 X 0 0 0 Harvey Rosenthal TRUSTEE 0.50 X 0 0 0 Elyn R Saks TRUSTEE 0.50 X 0 0 0 Martin Tolchin TRUSTEE 0.50 X 0 0 0 Maria Rodriguez CHAIR 1.00 X X 0 0 0 David Apatoff TREASURER 1.00 X X 0 0 0 Dana Bazelon Secretary 1.00 X X 0 0 0 Nikki Heidepriem IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ROBERT BERNSTEIN CEO THROUGH 8/16 37.50 X 195280 0 37267 Janice Frey-Angel INTERIM CHIEF EXECUTIVE OFFICER THROUGH 12/16 37.50 X 59198 0 0 Ira Burnim Legal Director 37.50 X 176766 0 25084 Jennifer Mathis DIRECTOR OF POLICY AND LEGAL ADVOCACY 37.50 X 158334 0 19113 JENNIFER SHARP DIRECTOR OF EXTERNAL AFFAIRS 37.50 X 100127 0 13644 689705 0 95108 4 0 1 0 0 151594 1164867 68412 1316461 CONTRACT INCOME 900099 222425 222425 ATTORNEY FEES 900099 148972 148972 HONORARIUM 900099 3000 3000 PUBLICATIONS 900099 1089 1089 375486 68969 68969 44450 0 44450 44450 44450 1673325 1311354 361971 361971 361971 27975 151594 40206 -12231 -12231 2155106 375486 0 463159 153744 144426 9318 1082789 911152 16483 155154 28193 24075 368 3750 130364 111318 1704 17342 89447 76388 1162 11897 73283 62583 953 9747 167231 22912 144309 10 31435 22028 3783 5624 42208 35643 1033 5532 312205 266624 4058 41523 43775 42836 902 37 2528 643 1770 115 82109 70120 1069 10920 31994 27324 415 4255 DUES, SUBSCRIPTIONS, AN 40522 29235 3554 7733 EQUIPMENT REPAIRS AND M 6902 5895 89 918 TRUSTEE MEETINGS 2820 2018 401 401 COURT COSTS AND DEPOSIT 200 200 2321749 1855420 182053 284276 353 395103 578399 308123 2000 330000 15286 39240 49668 40353 394690 210361 266438 184329 4460669 4028171 24003 24003 5396816 5349322 49030 42219 484096 428170 533126 470389 X 1934958 1547148 930058 1333111 1998674 1998674 4863690 4878933 5396816 5349322 -166643 216112 -34226 0 X X 0 1 X 1 0 X 955731 945300 1395078 474190 1316461 5086760 955731 945300 1395078 474190 1316461 5086760 985455 4101305 323521 688939 507050 286777 463159 2269446 -100 -172 -1319 0 0 -1591 523 1250 4419 521 6713 7361328 5086760 0.55710 0.74450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4561 16215 20776 2350049 2370825 268541 67135 0 0 271905 277317 278497 268541 1096260 1644390 3042 3065 276 20776 27159 67976 69329 69624 67135 274064 411096 4561 4561 2799663 346421 144299 3001785 2556028 1700 328267 86332 2799663 2697327 1450 27639 170388 2556028 2370655 220 326452 2697327 1918896 451759 2370655 0.66580 0.33420 0 0 320710 150462 170248 71963 57882 14081 2017 2017 0 184329 DEFERRED RENT 174693 DEFERRED RENOVATION ALLOWANCE 250977 TENANT SECURITY DEPOSIT 2500 428170 X 2381749 216112 44757 260869 2120880 34226 34226 2155106 2366506 44757 44757 2321749 0 2321749 Part X, Line 2: The Bazelon Center recognizes any potential financial statement impact of a tax position only if the tax position is more likely than not of being sustained upon examination. Management has evaluated the Bazelon Center's tax position and concluded that the Bazelon Center has taken no uncertain tax positions that require adjustment to the financial statements. The financial statements do not have any unrecognized tax benefits or liabilities that need to be recorded and no provision for income taxes was required for the years ended September 30, 2017 or 2016. None of the Bazelon Center's federal income tax returns are currently under examination. PART V, LINE 4 INVESTMENT EARNINGS FROM THE ENDOWMENT FUNDS ARE APPROPRIATED FOR USE ACCORDING TO THE SPENDING GUIDELINES OF THE BOARD OF DIRECTORS IN ORDER TO MAINTAIN STABILITY OF THE ORGANIZATION. 45th ANNIVERSARY BENEFIT CELEBRATIO 179569 151594 27975 641 34806 2789 1970 179569 151594 27975 641 34806 2789 1970 40206 -12231 X X 0 0 0 0 0 0 0 0 0 ROBERT BERNSTEIN CEO THROUGH 8/16 195280 0 0 0 0 0 9764 0 27503 0 232547 0 0 0 Ira Burnim Legal Director 176766 0 0 0 0 0 8838 0 16246 0 201850 0 0 0 Jennifer Mathis DIRECTOR OF POLICY AND LEGAL ADVOCAC 158334 0 0 0 0 0 7917 0 11196 0 177447 0 0 0 SCHEDULE J, PART 1, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SALARIES, COMPENSATION, AND OTHER BENEFITS OF ORGANIZATIONS OF SIMILAR SIZE AND LOCATION TO HELP DETERMINE THE COMPENSATION PACKAGE OFFERED TO THE KEY EMPLOYEE AND OTHER OFFICERS. X 2 68412 FAIR MARKET VALUE 0 0 0 Part I, Column (b): Contributions of securities are treated as separate gifts and are therefore reported based on the number of contributions received rather than each share received. Form 990, Part VI, Section A, line 2 TRUSTEES EILEEN BAZELON AND DANA BAZELON ARE MOTHER AND DAUGHTER. Form 990, Part VI, Section B, line 11b The 990 is carefully reviewed by the board treasurer and discussed with the finance committee and/or other individuals or parties as necessary. The full board is briefed on the 990 during the Finance Committee Report section of the spring board meeting. Form 990, Part VI, Section B, line 12c THE CENTER HAS A CONFLICT OF INTEREST POLICY THAT COVERS ALL OFFICERS, DIRECTORS, AND TRUSTEES. EACH OF THESE INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE REGARDING ANY TRANSACTIONS FROM WHICH A PERSON MIGHT BENEFIT AS WELL AS RELATIONSHIPS WITH OTHER OFFICERS, DIRECTORS, TRUSTEES, AND/OR RELATED ORGANIZATIONS. INDIVIDUALS ARE ASKED TO UPDATE RESPONSES FOR CHANGES AS THEY OCCUR. THE BOARD CHAIR REVIEWS ALL RESPONSES. Form 990, Part VI, Section B, line 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SALARIES, COMPENSATION, AND OTHER BENEFITS OF ORGANIZATIONS OF SIMILAR SIZE AND LOCATION TO HELP DETERMINE THE COMPENSATION PACKAGE OFFERED TO KEY EMPLOYEES AND OTHER OFFICERS. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.