2015-01-15T14:29:15-06:00 2014-09-30 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2013-10-01 237268143 JUDGE DAVID L BAZELON CENTER FOR MENTAL HEALTH LAW JUDG 2024675730 1101 15TH STREET NW NO 1212 WASHINGTON DC 20005 ROBERT E BERNSTEIN EXECUTIVE DIRECTOR 2024675730 2015-01-13 1 NANCY JOHNSON P01593478 3014246800 2013 2016-02-25 16:41:14Z ROBERT E BERNSTEIN 1101 15TH STREET NW WASHINGTON DC 20005 4713817 0 X WWW.BAZELON.ORG X 1972 DC TO PROTECT AND ADVANCE THE RIGHTS OF ADULTS AND CHILDREN WHO HAVE MENTAL DISABILITIES. 17 17 19 25 0 0 955731 945300 491858 727623 323421 688767 23 0 1771033 2361690 0 0 0 0 1961846 1741843 0 0 65350 648974 696263 2610820 2438106 -839787 -76416 7321649 7322500 128955 99703 7192694 7222797 X TO PROTECT AND ADVANCE THE RIGHTS OF ADULTS AND CHILDREN WHO HAVE MENTAL DISABILITIES. THE CENTER ENVISIONS AN AMERICA WHERE PEOPLE WHO HAVE MENTAL ILLNESSES OR DEVELOPMENTAL DISABILITIES EXERCISE THEIR OWN LIFE CHOICES AND HAVE ACCESS TO THE RESOURCES THAT ENABLE THEM TO PARTICIPATE FULLY IN THEIR COMMUNITIES. 0 0 707262 198810 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. 882399 226264 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. WE ARE 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. 359434 90872 IMPLEMENTING A NEW VISION OF HOPE, DIGNITY, AND HUMAN RIGHTS - WE BEGIN 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. 335133 211677 335133 211677 2284228 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 LORI ALEXANDER 2024675730 1101 15TH STREET NW SUITE 1212 WASHINGTON DC 20005 ANITA L ALLEN TRUSTEE 1.00 X 0 0 0 DAVID APATOFF TREASURER 1.00 X X 0 0 0 DANA BAZELON TRUSTEE 0.50 X 0 0 0 SAMUEL R BAGENSTOS TRUSTEE 0.50 X 0 0 0 EILEEN A BAZELON TRUSTEE 0.50 X 0 0 0 ROBERT A BURT TRUSTEE 0.50 X 0 0 0 JACQUELINE DRYFOOS TRUSTEE 0.50 X 0 0 0 KENNETH R FEINBERG TRUSTEE 0.50 X 0 0 0 HOWARD H GOLDMAN TRUSTEE 0.50 X 0 0 0 JENNIFER A GUNDLACH TRUSTEE 0.50 X 0 0 0 NIKKI HEIDEPRIEM CHAIR OF THE BOARD 2.00 X X 0 0 0 TERRI LANGSTON TRUSTEE 0.50 X 0 0 0 STEPHEN J MORSE TRUSTEE 0.50 X 0 0 0 MARGARET E O'KANE TRUSTEE 0.50 X 0 0 0 JOSEPH G PERPICH TRUSTEE 0.50 X 0 0 0 HARVERY 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 SALLY ZINMAN TRUSTEE 0.50 X 0 0 0 ROBERT E BERNSTEIN BOARD SECRETARY, PRESIDENT 37.50 X 247980 0 29415 IRA A BURNIM LEGAL DIRECTOR 37.50 X 169615 0 19371 JANET KING PRIOR CONTROLLER 37.50 X 137942 0 10544 JENNIFER MATHIS DEPUTY LEGAL DIRECTOR 37.50 X 155778 0 18679 HENRY C BRASWELL DIR OF DEV/OPERATIONS 37.50 X 107348 0 16257 818663 0 94266 5 0 1 0 0 945300 945300 ATTORNEY FEES 900099 614861 614861 CONTRACT INCOME 900099 105155 105155 PUBLICATIONS 900099 6357 6357 HONORARIUM 900099 1250 1250 727623 153817 153817 2886222 855 2351100 1027 535122 -172 534950 534950 2361690 727623 0 688767 912929 858153 36517 18259 602721 563078 17346 22297 24249 22735 855 659 110172 102694 3754 3724 91772 86072 3184 2516 86281 80625 3492 2164 7463 6327 317 819 315251 295590 11100 8561 48084 47996 88 4522 4522 9708 9070 368 270 17645 16578 582 485 COMPUTER 50591 47328 1759 1504 COURT COSTS AND DEPOSIT 46771 46771 MISCELLANEOUS 26482 24539 1134 809 DUES, SUBSCRIPTIONS AND 26232 23017 1327 1888 57233 49133 6705 1395 2438106 2284228 88528 65350 500 353 667467 1893588 528800 155685 92504 2781 59069 43840 49078 36469 17051 12609 5932255 5189641 24003 24003 7321649 7322500 78772 73289 50183 26414 128955 99703 X 4094515 4264833 1102875 962440 1995304 1995524 7192694 7222797 7321649 7322500 -76416 156467 -49948 0 X 0 1 X 1 0 X 800859 1659417 2517234 955731 945300 6878541 800859 1659417 2517234 955731 945300 6878541 6878541 187064 247626 228407 323521 688939 1675557 -100 -172 -272 2341 1324 523 1250 5438 8559264 0.80360 0.86330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3042 3042 2435064 2438106 271905 67976 0 0 294789 324084 280541 271905 1171319 1756979 38818 21738 5092 3042 68690 73697 81021 70135 67976 292829 439244 14764 4668 4567 23999 1995304 220 1995524 1918896 76408 1995304 915518 1003378 1918896 926276 -10758 915518 890534 24984 10758 926276 1.00000 0 0 3380 3138 242 39583 29276 10307 6115 4055 2060 12609 DEFERRED RENT 26414 26414 X 2492196 156467 23987 180454 2311742 49948 49948 2361690 2462093 23987 23987 2438106 0 2438106 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. PART X, LINE 2: THE BAZELON CENTER RECOGNIZES ANY POTENTIAL FINANCIAL STATEMENT IMPACT OF A TAX POSITION ONLY IF THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION. THE BAZELON CENTER DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS, AND THE FINANCIAL STATEMENTS DO NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. X X 0 0 0 0 0 0 0 0 0 ROBERT E BERNSTEIN BOARD SECRETARY, PRESIDENT 247980 0 0 0 0 0 12399 0 17016 0 277395 0 0 0 IRA A BURNIM LEGAL DIRECTOR 169615 0 0 0 0 0 8481 0 10890 0 188986 0 0 0 JENNIFER MATHIS DEPUTY LEGAL DIRECTOR 155778 0 0 0 0 0 7789 0 10890 0 174457 0 0 0 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 11 MEMBERS OF THE FINANCE COMMITTEE MEET WITH THE CONTROLLER AND EXECUTIVE DIRECTOR TO REVIEW A DRAFT OF THE 990 IN DETAIL. A COPY IS SENT TO THE FULL BOARD FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. THE EXECUTIVE DIRECTOR THEN SIGNS THE RETURN AFTER CONSIDERING BOARD COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE A CONFLICT OF INTEREST POLICY THAT COVERS ALL OFFICERS, DIRECTORS AND TRUSTEES. EACH OF THESE INDIVIDUALS IS REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE REGARDING ANY TRANSACTION FROM WHICH A PERSON MIGHT BENEFIT AS WELL AS RELATIONSHIPS WITH OTHER OFFICERS, DIRECTORS AND TRUSTEES 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 THE KEY EMPLOYEE AND OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BY-LAWS, FINANCIAL STATEMENTS, IRS FORM 990 AND CONFLICT OF INTEREST FORMS ARE MADE AVAILABLE UPON REQUEST. THE FORM 990S ARE GENERALLY AVAILABLE ON GUIDESTAR.ORG. THE BAZELON CENTER WILL CONSIDER REQUESTS ON A CASE-BY-CASE BASIS FOR INFORMATION BEYOND WHAT IS AVAILABLE ON THE FORM 1023 AND THE THREE MOST RECENT FORMS 990.