2016-11-15T15:54:24-06:00 2015-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2015-01-01 465714524 MENTAL HEALTH LEADERSHIP INITIATIVE INC DBA THE KENNEDY FORUM MENT 7325730300 14 CENTRAL AVE ISLAND HEIGHTS NJ 08732 KEITH D LOWEY TREASURER 5085431720 2016-11-15 1 HEATHER MEDEIROS CPA P00458639 5085431720 2015 2017-02-10 21:41:12Z PATRICK KENNEDY 14 CENTRAL AVENUE ISLAND HEIGHTS NJ 08732 3607835 0 X WWW.THEKENNEDYFORUM.ORG X 2014 DE SEE PAGE 2, PART III, LINE 1. 3 1 8 0 0 0 20071626 1912688 0 0 11009 216099 -84750 0 19997885 2128787 1120000 402901 0 0 449560 1154542 40000 157415 220328 530261 3844486 2139821 5559344 17858064 -3430557 18101574 14449581 222036 497149 17879538 13952432 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 1373434 342401 PARTNERSHIPS: 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 CENTER FOR MENTAL HEALTH POLICY & RESEARCH (THE KENNEDY 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 (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS) BEHAVIORAL HEALTH CARE AND OPTIMAL HEALTH OUTCOMES FOR PEOPLE LIVING WITH MENTAL HEALTH AND SUBSTANCE USE. OUR 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. IAVA (IRAQ AND AFGHANISTAN VETERANS OF AMERICA) - IAVA CELEBRATES, EMPOWERS, AND UNITES POST 9/11 VETERANS BY PROVIDING VALUABLE RESOURCES AND CONNECTING VETERANS WITH ONE ANOTHER, FOSTERING A STRONG AND LASTING COMMUNITY. THROUGH EDUCATION, ADVOCACY AND COMMUNITY BUILDING, IAVA STRIVES TO CREATE A COUNTRY WHICH HONORS AND SUPPORTS VETERANS OF ALL GENERATIONS. THE KENNEDY FORUM SUPPORTS IAVA IN THEIR ADDRESS OF CRITICAL ISSUES FACING VETERANS AND THEIR FAMILIES SPECIFICALLY THE "INVISIBLE WOUNDS OF WAR" NAMELY PTSD AND TBI.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. KENNEDY FORUM ILLINOIS - THE KENNEDY FORUM PROJECT IN ILLINOIS (KFI) IS AN INITIATIVE TO ACCELERATE ACTION IN THE STATE OF ILLINOIS ON A RANGE OF ISSUES RELATED TO MENTAL HEALTH AND ADDICTION. UNIQUE IN ITS MISSION AND GOVERNANCE, KFI SERVES AS A LABORATORY FOR IDEAS WITH NATIONAL POTENTIAL. LED BY A LOCAL LEADERSHIP COUNCIL OF CIVIC INFLUENCERS, AND WORKING WITH OTHER LOCAL PARTNERS, KFI IS PUTTING EVIDENCE-BASED RECOMMENDATIONS INTO ACTION TO IMPROVE THE LIVES OF THOSE WHO SUFFER FROM MENTAL HEALTH CONDITIONS AND ADDICTIONS. THE KENNEDY FORUM SUPPORTED THE ESTABLISHMENT OF KFI, SERVED AS ITS FISCAL AGENT IN 2015 AND ASSISTED IN ITS CONVENING OF A FULL DAY OF CONVERSATIONS WITH LOCAL LEADERS AND SUPPORTERS, AND GALA DINNER IN NOVEMBER 2015. KFI WAS ABLE TO RAISE $650,000 IN 2015 IN SUPPORT OF ITS INITIATIVE.ONE MIND INITIATIVE AT WORK - IN 2015, THE KENNEDY FORUM PARTNERED 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 IS THE INITIATIVE'S FIRST PROJECT, AND IT 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. 2595119 5000 POLICY DEVELOPMENT:POLICY FOCUS GROUPS:THE KENNEDY FORUM CONTINUED TO CONVENE DOZENS OF EXPERTS IN THE FIELDS OF MENTAL HEALTH POLICY, SERVICE DELIVERY, ADVOCACY, ADDICTION TREATMENT, AND GOVERNMENT TO DISCUSS, DEBATE, AND DEVISE APPROACHES THAT WILL HAVE A REAL LASTING IMPACT ON THE AVAILABILITY AND QUALITY OF MENTAL HEALTH AND SUBSTANCE USE CARE. THESE MEETINGS, BEST CHARACTERIZED AS FOCUS GROUPS, WERE DEVELOPED WITH THE FUTURE OF MENTAL HEALTH IN MIND, WHILE TAKING A PAGE FROM THE SUCCESSES OF THE PAST. (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - POLICY DEVELOPMENT) FROM THESE DIALOGUES, A SERIES OF WHITE PAPERS AND ISSUE BRIEFS WERE ISSUED IN 2015 AND WILL CONTINUE INTO 2016.THE KENNEDY FORUM IDENTIFIED FIVE KEY PUBLIC PILLARS TO DRAMATICALLY IMPROVE BEHAVIORAL HEALTH SERVICES, WHICH INCLUDES BOTH MENTAL HEALTH AND SUBSTANCE USE: 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.2015 NATIONAL POLICY CONFERENCE AND DINNER:IN JUNE 2015, THE KENNEDY FORUM CONVENED A DAYLONG POLICY CONFERENCE AND DINNER, WITH A FOCUS ON DISCUSSING THE LATEST ADVANCES IN THE POLICY, PRACTICE, AND POLITICS OF MENTAL HEALTH AND ADDICTION. HELD IN BOSTON, AND USING THE KENNEDY LIBRARY AS A BACKDROP, THE GATHERING ATTRACTED OVER 500 PARTICIPANTS, A MORNING PLENARY AND KEYNOTE ADDRESS HIGHLIGHTING THE KENNEDY FORUM'S PROGRESS, AND FIVE BREAKOUT SESSIONS LED BY NOTABLE LEADERS IN THE FIELD. THESE SESSIONS INCLUDED DISCUSSIONS OF PARITY IMPLEMENTATION, THE ROLE OF TECHNOLOGY, AND THE GLOBAL IMPLICATIONS OF INACTION, AMONG OTHER TOPICS. NOTABLY, EACH SESSION INCLUDED A CLEAR CALL-TO-ACTION TO THE PARTICIPANTS FOR THEM TO CARRY WHAT THEY LEARNED BACK INTO THEIR OWN WORK. 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 FIRST ANNUAL STATE OF THE UNION IN MENTAL HEALTH AND ADDICTION AT THE NATIONAL PRESS CLUB IN WASHINGTON, DC IN FEBRUARY 2015, 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 200 PEOPLE IN ATTENDANCE, AND SEVERAL HUNDRED MORE TUNING IN VIA WEBCAST, PANELISTS INCLUDED OFFICIALS FROM THE PRIVATE INSURANCE INDUSTRY, PRIVATE PHILANTHROPY, THE DEPARTMENT OF HEALTH AND HUMAN 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 CALLED, "THE SYSTEM WE NEED", WHICH OUTLINES WHAT A FULLY FUNCTIONAL AND INTEGRATED SYSTEM OF CARE SHOULD LOOK LIKE IN THE FUTURE. 907692 55500 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 2015, 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 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 RELEASED A RESOURCE GUIDE FOR CONSUMERS AND ADVOCATES TO HELP THEM UNDERSTAND THE PARITY LAW, NAMELY THE PARITY RESOURCE GUIDE.IN ADDITION TO THE TOP LEADERS BEING CONVENED TO IDENTIFY AND DISCUSS THE FIVE PILLARS, THE KENNEDY FORUM BEGAN CONVENING 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 GENERALS PRESSURES ON INSURERS TO SECURE PARITY. 4876245 1 1 0 1 0 0 0 0 0 0 1 0 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 1 0 0 0 0 0 0 0 0 1 28 0 1 8 0 0 0 0 0 0 0 0 0 X 3 1 0 1 0 0 0 0 0 1 0 0 0 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 519231 0 39557 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 210252 0 15565 LAUREN ALFRED POLICY DIRECTOR 40.00 X 109053 0 9012 KARA KUKFA CHIEF OF STAFF 40.00 X 125630 0 40874 964166 0 105008 4 0 1 0 THREESPOT MEDIA 806 7TH ST NW SUITE 201 WASHINGTON DC 20001 COMMUNICATIONS STRATEGY 519270 RAFANELLI EVENTS MANAGEMENT 867 BOYLSTON STREET FLOOR 4 BOSTON MA 02116 EVENT COORDINATOR 335720 SCHOONER STRATEGIES LLC 326 FIRST STREET SUITE 29 ANNAPOLIS MD 21403 COMMUNICATIONS STRATEGY/RESEARCH 289529 4C PARTNERS LLC 185 DEVONSHIRE STREET SUITE 601 BOSTON MA 02110 FUNDRAISING SERVICES 116003 SULLIVAN & WORCESTER PO BOX 842482 BOSTON MA 022842482 LEGAL SERVICES 102185 5 1912688 192703 1912688 271971 271971 1423176 1479048 -55872 -55872 -55872 2128787 0 0 216099 X 402500 402500 401 401 964167 829183 96417 38567 35303 30361 3530 1412 16158 13896 1616 646 88990 76531 8899 3560 49924 42935 4992 1997 69901 38405 31496 159025 76661 82364 157415 157415 40819 40819 1088538 983438 103987 1113 156608 135866 14816 5926 114953 98860 11495 4598 57796 47680 7804 2312 45122 45122 DIRECT PROGRAM EXPENSES 1965090 1965090 OPERATIONS 126304 118540 5546 2218 OTHER COSTS 17872 15898 1410 564 BANK FEES 2458 2458 5559344 4876245 462771 220328 58290 155054 17831931 1324669 0 60500 40000 6796 17220 167506 55442 164557 112064 0 12780074 18101574 14449581 222036 497149 222036 497149 X 17879538 13952432 17879538 13952432 18101574 14449581 X -3430557 -591106 92203 2354 X 0 1 X 1 0 X 71626 1912688 1984314 71626 1912688 1984314 427578 1556736 11009 271971 282980 2267294 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4807762 4807762 390388 97597 0 0 390388 390388 585582 97597 97597 146396 2949 590 2359 164557 54852 109705 112064 1589065 -591106 92203 -498903 2087968 40819 40819 2128787 5516171 0 5516171 43173 43173 5559344 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 40,819. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 2,354. INVESTMENT FEES, NETTED WITH REVENUE 40,819. X X X X X X 1 4C PARTNERS LLC 185 DEVONSHIRE STREET SUITE 601 BOSTON MA 02110 PROFESSIONAL FUNDRAISING COUNSEL 0 821000 114415 0 KJD STRATEGIES INC 53 W JACKSON SUITE 510 CHICAGO IL 60604 PROFESSIONAL FUNDRAISING COUNSEL 0 542000 43000 0 1363000 157415 NJ 1 IRAQ AND AFGHANISTAN VETERANS OF AMERICA 119 WEST 40TH ST 19TH FLOOR NEW YORK NY 10018 201664531 501(C)(3) 35000 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. FACING ADDICTION INC 100 MILL PLAIN RD 3RD FLOOR DANBURY CT 06811 270163591 501(C)(3) 10000 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. NAMI-NYC METRO 505 8TH AVE SUITE 1103 NEW YORK NY 10018 133077692 501(C)(3) 5000 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. HEALTH LAW ADVOCATES INC 1 FEDERAL STREET 5TH FLOOR BOSTON MA 02110 043298116 501(C)(3) 5000 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. UNIVERSITY OF SOUTHERN CALIFORNIA 837 W DOWNEY WAY ROOM 315 LOS ANGELES CA 90089 951642394 501(C)(3) 12000 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. SAM INC 400 N COLUMBUS ST STE 202 ALEXANDRIA VA 22314 472400657 501(C)(3) 80000 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. THOMAS SCATTERGOOD BEHAVIROAL HEALTH FOUNDATION 4641 ROOSEVELT BOULEVARD PHILADELPHIA VA 19124 231352178 501(C)(3) 55500 RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. ONE MIND INSTITUTE PO BOX 680 RUTHERFORD CA 94573 680359707 501(C)(3) 200000 ENABLING RESEARCH AND RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS 8 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 519231 0 0 0 0 0 4481 0 35076 0 558788 0 0 0 WILLIAM EMMET EXECUTIVE DIRECTOR 210252 0 0 0 0 0 6385 0 9180 0 225817 0 0 0 KARA KUKFA CHIEF OF STAFF 125630 0 0 0 0 0 3738 0 37136 0 166504 0 0 0 VERDOLINO & LOWEY PC KEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PC 50000 PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND EVENT PLANNING SERVICES. 0 X 1 192703 FAIR MARKET VALUE 0 0 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 11 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 820,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 820,185. CONSULTING: PROGRAM SERVICE EXPENSES 159,192. MANAGEMENT AND GENERAL EXPENSES 103,515. FUNDRAISING EXPENSES 924. TOTAL EXPENSES 263,631. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 4,061. MANAGEMENT AND GENERAL EXPENSES 472. FUNDRAISING EXPENSES 189. TOTAL EXPENSES 4,722. FORM 990, PART XI, LINE 9: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 2,354.