2017-11-15T17:04:40-06:00 2016-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2016-01-01 465714524 MENTAL HEALTH LEADERSHIP INITIATIVE INC DBA THE KENNEDY FORUM MENT 7325730300 14 CENTRAL AVE ISLAND HEIGHTS NJ 08732 KEITH D LOWEY TREASURER 5085431720 2017-11-15 1 SUSAN M PACHECO CPA P00015143 5085431720 100.0.207.212 2017-11-15 18:02:37 ES P 5FFFD963A9358C917E0E76A50FDD9BF88A0BFF51 F66BC0575235B9AD87ED99D12A5AC162EF437AC8 2016 2017-02-10 21:41:12Z PATRICK KENNEDY 14 CENTRAL AVENUE ISLAND HEIGHTS NJ 08732 5589968 0 X WWW.THEKENNEDYFORUM.ORG X 2014 DE SEE PAGE 2, PART III, LINE 1. 3 1 10 0 0 0 1912688 1149746 0 0 216099 -13940 0 0 2128787 1135806 402901 661782 0 0 1154542 997482 157415 92332 134731 3844486 2850962 5559344 4602558 -3430557 -3466752 15674581 12693900 497149 291525 15177432 12402375 X 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. 0 0 2134645 568282 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. 1134778 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. 911121 93500 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. 4180544 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 0 0 0 0 0 1 33 0 1 10 1 0 0 0 0 0 0 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 300000 0 42843 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 WILLIAM EMMET EXECUTIVE DIRECTOR 40.00 X 69230 0 2423 KARA KUKFA CHIEF OF STAFF 40.00 X 154283 0 45380 KELLY O'BRIEN FORUM DIRECTOR 40.00 X 120012 0 14111 643525 0 104757 3 0 1 0 CURA STRATEGIES LLC 2011 CRYSTAL DRIVE 1005 ARLINGTON VA 22202 COMMUNICATIONS STRATEGY 684091 SCHOONER STRATEGIES LLC 326 FIRST STREET SUITE 29 ANNAPOLIS MD 21403 COMMUNICATIONS STRATEGY/RESEARCH 344673 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 ACCOUNTING & TAX SERVICES 120000 3 1149746 1149746 311175 311175 4129047 4454162 -325115 -325115 -325115 1135806 0 0 -13940 X 661782 661782 643525 564998 57586 20941 170269 152332 13154 4783 15623 13635 1458 530 115197 99775 11310 4112 52868 46842 4419 1607 49936 31842 18094 155348 112000 43348 92332 92332 77243 77243 1245956 1242056 3683 217 210458 186254 17742 6462 59415 50504 6535 2376 28202 5488 22638 76 DIRECT PROGRAM EXPENSES 917753 917753 OPERATIONS 106176 95283 9598 1295 BANK FEES 475 475 4602558 4180544 287283 134731 155054 116686 1324669 455671 1285500 162266 17220 25657 182506 113384 112064 69122 12780074 11864498 15674581 12693900 497149 291525 497149 291525 X 15177432 12402375 15177432 12402375 15674581 12693900 X -3466752 675784 14438 1473 X 0 1 X 1 0 X 71626 1912688 1149746 3134060 71626 1912688 1149746 3134060 725052 2409008 11009 271971 311175 594155 3728215 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4602559 4602559 380128 95032 0 0 390388 380128 770516 1155774 97597 95032 192629 288944 2949 763 2186 179557 112621 66936 69122 POOLED INVESTMENT FUND 11864498 F 11864498 1748785 675784 14438 690222 1058563 77243 77243 1135806 4523842 0 4523842 78716 78716 4602558 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. X X X X X 1 KJD STRATEGIES INC 53 W JACKSON SUITE 510 CHICAGO IL 60604 PROFESSIONAL FUNDRAISING COUNSEL 0 279809 68000 0 4C PARTNERS LLC 185 DEVONSHIRE STREET SUITE 601 BOSTON MA 02110 PROFESSIONAL FUNDRAISING COUNSEL 0 0 24332 0 279809 92332 NJ 1 IRAQ AND AFGHANISTAN VETERANS OF AMERICA 119 WEST 40TH ST 19TH FLOOR NEW YORK NY 10018 201664531 501(C)(3) 50000 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) 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) 25000 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) 93500 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) 477007 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. 3 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 300000 0 0 0 0 0 4385 0 38458 0 342843 0 0 0 KARA KUKFA CHIEF OF STAFF 154283 0 0 0 0 0 4629 0 40751 0 199663 0 0 0 VERDOLINO & LOWEY PC KEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PC 120000 PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND EVENT PLANNING SERVICES. 0 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.