MENTAL HEALTH LEADERSHIP INITIATIVE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH LEADERSHIP INITIATIVE INC (EIN 46-5714524)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349316814
- Schema version
- 2016v3.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T17:04:40-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 2017-11-15 | IPDt |
| IP Tm | 18:02:37 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5FFFD963A9358C917E0E76A50FDD9BF88A0BFF51 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F66BC0575235B9AD87ED99D12A5AC162EF437AC8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $5,589,968 | 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 | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,912,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,149,746 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216,099 | PYInvestmentIncomeAmt |
| CY Investment Income | -$13,940 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,128,787 | PYTotalRevenueAmt |
| CY Total Revenue | $1,135,806 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $402,901 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $661,782 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,154,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $997,482 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $157,415 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $92,332 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $134,731 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,844,486 | PYOtherExpensesAmt |
| CY Other Expenses | $2,850,962 | CYOtherExpensesAmt |
| PY Total Expenses | $5,559,344 | PYTotalExpensesAmt |
| CY Total Expenses | $4,602,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,430,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,466,752 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,674,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,693,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $497,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $291,525 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,177,432 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,402,375 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MENTAL HEALTH LEADERSHIP INITIATIVE, INC. DBA THE KENNEDY FORUM (MHLI) WAS FOUNDED TO ADVANCE THE IDEAS, POLICIES, AND PROGRAMS THAT WORK AND TO SHED LIGHT ON THE SOLUTIONS OF THE FUTURE IN ORDER TO CREATE (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2) THE BEHAVIORAL HEALTH SYSTEM THAT IS NEEDED FOR ALL AMERICANS. THE KENNEDY FORUM IS COMMITTED TO PROVIDING LEADERSHIP AT ALL LEVELS TO UNITE THE COUNTRY AROUND A COMMON VISION TO IMPROVE THE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION.THE KENNEDY FORUM FURTHER SEEKS TO UNITE THE HEALTH CARE SYSTEM, AND RALLY THE MENTAL HEALTH COMMUNITY AROUND A COMMON SET OF PRINCIPLES: - FULLY IMPLEMENT THE 2008 PARITY LAW - BRING BUSINESS LEADERS AND GOVERNMENT AGENCIES TOGETHER TO ELIMINATE ISSUES OF STIGMA - WORK WITH PROVIDERS TO GUARANTEE EQUAL ACCESS TO CARE - ENSURE THAT POLICYMAKERS HAVE THE TOOLS THEY NEED TO CRAFT BETTER POLICY - GIVE CONSUMERS A WAY TO UNDERSTAND THEIR RIGHTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,134,645 | ExpenseAmt |
| Grant | $568,282 | 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 AND DISREGARDED ENTITY FOR TAX PURPOSES) OF MHLI. (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS) FOUNDED BY ILLINOIS CIVIC LEADERS, TKFI OPERATES AND FOCUSES ON ACTION IN ILLINOIS. TKFI IS SUPPORTED BY A STRONG, VISIBLE LEADERSHIP COUNCIL. TKFI'S PRIORITIES INCLUDE: - REDUCE STIGMA BY IMPROVING THE QUALITY OF MASS MEDIA COVERAGE AND COMMUNITY DIALOGUE AROUND MENTAL HEALTH AND ADDICTION, - EXPAND ACCESS TO CARE BY FULLY IMPLEMENTING AND EXPANDING PARITY IN HEALTHCARE FOR MENTAL HEALTH AND SUBSTANCE USE DISORDER CARE, - IMPROVE QUALITY AND EFFICIENCY OF MENTAL HEALTH AND SUBSTANCE USE DISORDER CARE THROUGH IMPROVED SYSTEM INTEGRATION, COORDINATION AND QUALITY, - PROMOTE PREVENTION AND EARLY CHILDHOOD BRAIN HEALTH BY DISSEMINATING THE LATEST SCIENCE AROUND BRAIN HEALTH AND FITNESS; AND - LEVERAGE TECHNOLOGY FOR BETTER PREVENTION, REACH AND CARE.IN 2016, TKFI PRODUCED A RETURN ON DONORS' INVESTMENT. THE WORK HAS RESULTED IN A DIRECT RETURN TO THE STATE OF ILLINOIS, TO THE CITY OF CHICAGO AND TO THOUSANDS OF RESIDENTS AND FAMILIES IMPACTED BY MENTAL HEALTH AND ADDICTION CHALLENGES. SOME OF THESE ACCOMPLISHMENTS INCLUDE: - HELPED SECURE MORE THAN $2.4 MILLION IN FEDERAL DOLLARS TO THE STATE OF ILLINOIS BY IDENTIFYING AND PROVIDING TECHNICAL GRANT ASSISTANCE TO SUPPORT IMPLEMENTATION OF MENTAL HEALTH AND ADDICTION PARITY LAWS AS WELL AS SUPPORT EFFORTS TO HELP MAKE CHICAGO A TRAUMA-INFORMED CITY. - ENGAGED 5,000+ RESIDENTS IN STIGMA-BUSTING CONVERSATIONS VIA OUR "ON THE TABLE" INITIATIVE. - DEVELOPING AN ONLINE DIRECTORY OF MORE THAN 300 MH/SUD SERVICES FOR RESIDENTS OF CHICAGO. - ADVANCED FEDERAL PAYMENT FOR COLLABORATIVE CARE AND ADOPTION OF THIS MODEL BY MAJOR HEALTH SYSTEMS IN ILLINOIS. - LAUNCHED THE IL PARITY IMPLEMENTATION COALITION, A GROUP OF 25+ ORGANIZATIONS WORKING TOGETHER TO ADVANCE IMPLEMENTATION OF PARITY LAWS, WHICH WILL HELP PROVIDERS AND PATIENTS GET REIMBURSED BY COMMERCIAL HEALTH INSURANCE AND MEDICAID PLANS FOR THE TREATMENT AND CARE THEY DELIVER AND RECEIVE.MHLI ASSISTED WITH TKFI'S CONVENING OF ITS 3RD ANNUAL FORUM - A FULL DAY OF CONVERSATIONS WITH THOUGHT AND LOCAL LEADERS AND SUPPORTERS TO IGNITE NEW IDEAS, BUILD CROSS INDUSTRY COLLABORATION AND INSPIRE ACTIONABLE RESULTS. MORE THAN 1,000 PEOPLE ATTENDED IN PERSON AND VIA WEBCAST IN DECEMBER 2016. TKFI WAS ABLE TO RAISE $904,000 IN 2016 IN SUPPORT OF ITS INITIATIVES.MOREHOUSE SCHOOL OF MEDICINE/SATCHER HEALTH LEADERSHIP INSTITUTE - 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 (THE KENNEDY SATCHER CENTER), FOCUSES ON BEHAVIORAL/MENTAL HEALTH RESEARCH, POLICY TRACKING AND ANALYSIS, AND THOUGHT LEADERSHIP. THE CENTER SERVES AS A NATIONAL RESOURCE FOR CONVENING KEY STAKEHOLDERS REGARDING POLICY-RELEVANT BEHAVIORAL/MENTAL HEALTH ISSUES AND PROVIDING LEADERSHIP FOCUSED ON REDUCING HEALTH DISPARITIES AND ENSURING EQUITABLE ACCESS TO QUALITY BEHAVIORAL HEALTH CARE AND 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; ASSESS STATE, REGIONAL, AND NATIONAL EMERGENCY SYSTEMS OF CARE FOR MENTAL/BEHAVIORAL HEALTH DISORDERS; CONTINUED TO BUILD BEST PRACTICE MODELS FOR CULTURALLY-INFORMED INTEGRATED (PRIMARY AND BEHAVIORAL HEALTH) CARE THAT INCLUDE POLICY IMPLICATIONS AND SOLUTIONS TO POLICY AND SYSTEM-LEVEL BARRIERS; AND ASSESSMENT OF POLICY LEVEL INTERVENTIONS THAT ADDRESS COMMUNITY-LEVEL RISK AND PROTECTIVE FACTORS TO MITIGATE RISK AND MAXIMIZE RESILIENCE. 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 AS A CRITICAL COMPONENT TO THE DEVELOPMENT OF SOLUTIONS THAT WILL CREATE A BETTER BEHAVIORAL HEALTH SYSTEM FOR ALL AMERICANS. ONE MIND INITIATIVE AT WORK - IN 2016, 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. THIS PROJECT WILL LIKELY EXPAND TO INCLUDE HOW HEALTHCARE IS PURCHASED, AND HOW WE CAN GAIN EQUITY, COLLABORATION, AND PARITY BETWEEN PHYSICAL AND MENTAL HEALTH.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 COMMERCIALIZATION AND NORMALIZATION OF MARIJUANA ARE NO MORE. THE KENNEDY FORUM SUPPORTS SAM'S MISSION TO EDUCATE CITIZENS ON THE SCIENCE OF MARIJUANA AND TO PROMOTE HEALTH-FIRST, SMART POLICIES AND ATTITUDES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,134,778 | 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 INTER-LOCKING POLICY ISSUES MUST ALL BE ADDRESSED TO OPTIMIZE THE KENNEDY FORUM'S MISSION OF PROMOTING MENTAL HEALTH AND SUBSTANCE USE DISORDER CLINICAL AND FINANCIAL OUTCOMES. THE KENNEDY FORUM HAS MADE THESE RECOMMENDATIONS AND WILL CONTINUE TO PROMOTE AND LEVERAGE EXISTING AND NEW RELATIONSHIPS TO ENCOURAGE IMPLEMENTATION OF THE FIVE KEY PILLARS TOWARD THE SYSTEM WE NEED IN HEALTH CARE TO FINALLY REALIZE PARITY AND HEALTH EQUITY.NOW CAMPAIGN:RECOGNIZING THE NEED TO BRING MENTAL HEALTH TO THE FOREFRONT OF THE 2016 PRESIDENTIAL RACE, THE KENNEDY FORUM DEVELOPED THE NOW CAMPAIGN. NUMEROUS ORGANIZATIONS PARTNERED WITH THE KENNEDY FORUM TO ENGAGE PRESIDENTIAL CANDIDATES TO ADDRESS MENTAL HEALTH AND ADDICTION-RELATED ISSUES. THIS NATIONWIDE MOVEMENT SOUGHT TO FIND SOLUTIONS TO EDUCATE THE CANDIDATES ON ISSUES IMPORTANT TO MENTAL HEALTH AND ADDICTION AND TO HEAR FROM CANDIDATES ON HOW THEY WILL ADDRESS ACCESS, INNOVATION, RESEARCH EFFORTS AND VETERANS.STATE OF THE UNION IN MENTAL HEALTH AND ADDICTION:THE KENNEDY FORUM HOSTED THE SECOND ANNUAL STATE OF THE UNION IN MENTAL HEALTH AND ADDICTION AT THE MAYFLOWER HOTEL IN WASHINGTON, DC IN FEBRUARY 2016, A NATIONAL POLICY AND MEDIA EVENT TO HIGHLIGHT PROMISING SOLUTIONS, AND HOLD LEADERS ACCOUNTABLE FOR THE REAL COST AND IMPACT OF INACTION ON ALL SECTORS OF AMERICAN SOCIETY - FROM EDUCATION TO CRIMINAL JUSTICE. WITH SEVERAL HUNDRED IN ATTENDANCE AND TUNING IN VIA WEBCAST, PANELISTS INCLUDED OFFICIALS FROM THE PRIVATE INSURANCE INDUSTRY, PRIVATE PHILANTHROPY, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES, AND FORTUNE 500 COMPANIES. EACH PANELIST PROPOSED NEW IDEAS TO ADDRESS THE MENTAL HEALTH AND ADDICTION CRISIS FACING THE COUNTRY, AND COMMITTED THEMSELVES TO KEEPING THE PRESSURE ON TO FINDING NEW SOLUTIONS. AT THE EVENT, THE KENNEDY FORUM UNVEILED AN ANIMATED VIDEO IT DEVELOPED CALLED "THE SYSTEM WE NEED", WHICH OUTLINES WHAT A FULLY FUNCTIONAL AND INTEGRATED SYSTEM OF CARE SHOULD LOOK LIKE IN THE FUTURE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $911,121 | ExpenseAmt |
| Grant | $93,500 | GrantAmt |
| 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 2016, THE KENNEDY FORUM CONTINUED WORKING WITH POLICYMAKERS AND REGULATORS TO PUSH FOR CLEAR REGULATIONS AND GUIDANCE TO IMPLEMENT THE LAW IN THE COMMERCIAL MARKET AND 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.THROUGH A PARTNERSHIP WITH THE SCATTERGOOD FOUNDATION AND THE TREATMENT RESEARCH INSTITUTE, THE KENNEDY FORUM LAUNCHED AND CONTINUES TO UPDATE THE PARITYTRACK INITIATIVE (PARITYTRACK.ORG), A WAY OF QUANTIFYING THE PROGRESS TOWARD PARITY IMPLEMENTATION ACROSS ALL 50 STATES. USING AN INNOVATIVE WEBSITE PLATFORM, PARITYTRACK LOOKS AT IMPLEMENTATION ACTIVITIES USING THREE KEY METRICS AND AREAS OF FOCUS: LEGISLATION, REGULATION, AND LITIGATION. EACH STATE'S PROGRESS IS VISUALIZED ON THE WEBSITE, AND MODEL LEGISLATION WAS DEVELOPED TO AID STATE POLICYMAKERS AND ADVOCATES.THE KENNEDY FORUM DEVELOPED A RESOURCE GUIDE "NAVIGATING THE NEW FRONTIER OF MENTAL HEALTH AND ADDICTION: A GUIDE FOR THE 115TH CONGRESS". THE GUIDE, FOR ALL MEMBERS OF THE 115TH CONGRESS, OUTLINES WHAT EACH MEMBER CAN DO TO ADDRESS MENTAL HEALTH AND ADDICTION ISSUES REGARDLESS OF PARTY OR COMMITTEE, PROVIDES AN OVERVIEW OF HOW PARITY IMPLEMENTATION IS TRACKED ON THE STATE LEVEL THROUGH MHLI'S INNOVATIVE PARITYTRACK INITIATIVE, AND HOW CONSUMERS CAN BE EMPOWERED AND HOLD INSURANCE PLANS ACCOUNTABLE FOR THEIR ACTIONS THROUGH A NEW TOOL, PARITYREGISTRY.ORGMHLI LAUNCHED A NEW TOOL AND WEBSITE, PARITYREGISTRY.ORG. THIS SITE PROVIDES USERS WITH THE INFORMATION AND RESOURCES NEEDED TO EXERCISE THEIR RIGHTS TO EQUITABLE INSURANCE COVERAGE. IF THE USER CHOOSES, THEY CAN ALSO SHARE THEIR STORY AND SUBMIT A COMPLAINT. THE KENNEDY FORUM CAN USE THE INFORMATION PROVIDED TO ADVOCATE FOR BETTER ENFORCEMENT OF THE PARITY LAW.IN ADDITION, MHLI CONTINUES TO CONVENE A LEGAL WORK GROUP, CONSISTING OF LAWYERS FROM ALL OVER THE COUNTRY, TO DISCUSS AND DISSEMINATE DECIDED AND ACTIVE CASES INVOLVING PARITY AND/OR HEALTH EQUITY, AS WELL AS REVIEWING ATTORNEYS GENERAL'S PRESSURES ON INSURERS TO SECURE PARITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,180,544 | 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 | 0 | 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 | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 (7 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) | $300,000 | $0 | $42,843 | |
| 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 | ||
| WILLIAM EMMET | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $69,230 | $0 | $2,423 | ||
| KARA KUKFA | |||||||
| CHIEF OF STAFF | 40.00 | $154,283 | $0 | $45,380 | Yes (X) | ||
| KELLY O'BRIEN | |||||||
| FORUM DIRECTOR | 40.00 | $120,012 | $0 | $14,111 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $643,525 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,757 | 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 (3 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 | $684,091 |
| SCHOONER STRATEGIES LLC | |||||
| 326 FIRST STREET SUITE 29 | ANNAPOLIS | MD | 21403 | COMMUNICATIONS STRATEGY/RESEARCH | $344,673 |
| VERDOLINO & LOWEY PC | |||||
| 124 WASHINGTON ST SUITE 101 | FOXBOROUGH | MA | 02035 | ACCOUNTING & TAX SERVICES | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,149,746 | AllOtherContributionsAmt |
| Total Contributions | $1,149,746 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,175 | TotalRevenueColumnAmt |
| Exclusion | $311,175 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,129,047 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,454,162 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$325,115 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$325,115 | TotalRevenueColumnAmt |
| Exclusion | -$325,115 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,135,806 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$13,940 | 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 | $661,782 | TotalAmt |
| Program Services | $661,782 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,525 | TotalAmt |
| Program Services | $564,998 | ProgramServicesAmt |
| Management And General | $57,586 | ManagementAndGeneralAmt |
| Fundraising | $20,941 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,269 | TotalAmt |
| Program Services | $152,332 | ProgramServicesAmt |
| Management And General | $13,154 | ManagementAndGeneralAmt |
| Fundraising | $4,783 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,623 | TotalAmt |
| Program Services | $13,635 | ProgramServicesAmt |
| Management And General | $1,458 | ManagementAndGeneralAmt |
| Fundraising | $530 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,197 | TotalAmt |
| Program Services | $99,775 | ProgramServicesAmt |
| Management And General | $11,310 | ManagementAndGeneralAmt |
| Fundraising | $4,112 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,868 | TotalAmt |
| Program Services | $46,842 | ProgramServicesAmt |
| Management And General | $4,419 | ManagementAndGeneralAmt |
| Fundraising | $1,607 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,936 | TotalAmt |
| Program Services | $31,842 | ProgramServicesAmt |
| Management And General | $18,094 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,348 | TotalAmt |
| Program Services | $112,000 | ProgramServicesAmt |
| Management And General | $43,348 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,332 | TotalAmt |
| Fundraising | $92,332 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,243 | TotalAmt |
| Management And General | $77,243 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,245,956 | TotalAmt |
| Program Services | $1,242,056 | ProgramServicesAmt |
| Management And General | $3,683 | ManagementAndGeneralAmt |
| Fundraising | $217 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,458 | TotalAmt |
| Program Services | $186,254 | ProgramServicesAmt |
| Management And General | $17,742 | ManagementAndGeneralAmt |
| Fundraising | $6,462 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,415 | TotalAmt |
| Program Services | $50,504 | ProgramServicesAmt |
| Management And General | $6,535 | ManagementAndGeneralAmt |
| Fundraising | $2,376 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,202 | TotalAmt |
| Program Services | $5,488 | ProgramServicesAmt |
| Management And General | $22,638 | ManagementAndGeneralAmt |
| Fundraising | $76 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $917,753 | $917,753 | ||
| OPERATIONS | $106,176 | $95,283 | $9,598 | $1,295 |
| BANK FEES | $475 | $475 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,602,558 | TotalAmt |
| Program Services | $4,180,544 | ProgramServicesAmt |
| Management And General | $287,283 | ManagementAndGeneralAmt |
| Fundraising | $134,731 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,054 | BOYAmt |
| EOY | $116,686 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,669 | BOYAmt |
| EOY | $455,671 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,500 | BOYAmt |
| EOY | $162,266 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,220 | BOYAmt |
| EOY | $25,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $182,506 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,384 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,064 | BOYAmt |
| EOY | $69,122 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,780,074 | BOYAmt |
| EOY | $11,864,498 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,674,581 | BOYAmt |
| EOY | $12,693,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,149 | BOYAmt |
| EOY | $291,525 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,149 | BOYAmt |
| EOY | $291,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,177,432 | BOYAmt |
| EOY | $12,402,375 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,177,432 | BOYAmt |
| EOY | $12,402,375 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,674,581 | BOYAmt |
| EOY | $12,693,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,466,752 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $675,784 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $14,438 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $1,473 | 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 Minus2 Years | $71,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,912,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,149,746 | CurrentTaxYearAmt |
| Total | $3,134,060 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $71,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,912,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,149,746 | CurrentTaxYearAmt |
| Total | $3,134,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $725,052 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,409,008 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $11,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,175 | CurrentTaxYearAmt |
| Total | $594,155 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,728,215 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,602,559 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,602,559 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $380,128 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,032 | 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 Minus1 | $390,388 | CurrentYearMinus1Amt |
| Current Year | $380,128 | CurrentYearAmt |
| Total | $770,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,155,774 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $97,597 | CurrentYearMinus1Amt |
| Current Year | $95,032 | CurrentYearAmt |
| Total | $192,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $288,944 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $763 | DepreciationAmt |
| Book Value | $2,186 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $179,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $112,621 | DepreciationAmt |
| Book Value | $66,936 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $69,122 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUND | Desc |
| Book Value | $11,864,498 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,864,498 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $1,748,785 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $675,784 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $14,438 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $690,222 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,058,563 | RevenueSubtotalAmt |
| Other Revenues Not Included | $77,243 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $77,243 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,135,806 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,523,842 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,523,842 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $78,716 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $78,716 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,602,558 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES, NETTED WITH REVENUE 77,243. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,473. INVESTMENT FEES, NETTED WITH REVENUE 77,243. |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| KJD STRATEGIES INC | ||||||||
| 53 W JACKSON SUITE 510 | CHICAGO | IL | 60604 | PROFESSIONAL FUNDRAISING COUNSEL | 0 | $279,809 | $68,000 | $0 |
| 4C PARTNERS LLC | ||||||||
| 185 DEVONSHIRE STREET SUITE 601 | BOSTON | MA | 02110 | PROFESSIONAL FUNDRAISING COUNSEL | 0 | $0 | $24,332 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $279,809 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $92,332 | TotalRetainedByContractorsAmt |
| Licensed States | NJ | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA | |||||||
| 119 WEST 40TH ST 19TH FLOOR | NEW YORK | NY | 10018 | 201664531 | 501(C)(3) | $50,000 | RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| 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) | $25,000 | RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION | |||||||
| 4641 ROOSEVELT BLVD | PHILADELPHIA | PA | 19124 | 231352178 | 501(C)(3) | $93,500 | 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) | $477,007 | RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | 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 (2 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 | $300,000 | $0 | $0 | $0 | $0 | $0 | $4,385 | $0 | $38,458 | $0 | $342,843 | $0 | $0 | $0 |
| KARA KUKFA | ||||||||||||||
| CHIEF OF STAFF | $154,283 | $0 | $0 | $0 | $0 | $0 | $4,629 | $0 | $40,751 | $0 | $199,663 | $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 | $120,000 | 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 FORM 990 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 1,091,997. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,091,997. CONSULTING: PROGRAM SERVICE EXPENSES 145,455. MANAGEMENT AND GENERAL EXPENSES 3,088. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,543. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 4,604. MANAGEMENT AND GENERAL EXPENSES 595. FUNDRAISING EXPENSES 217. TOTAL EXPENSES 5,416. |
| FORM 990, PART XI, LINE 9: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 1,473. |
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