MENTAL HEALTH LEADERSHIP INITIATIVE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH LEADERSHIP INITIATIVE INC (EIN 46-5714524)
- Tax period
- 2014-05-21 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349310927
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T15:01:24-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-05-21 | 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 | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER MEDEIROS CPA | PreparerPersonNm |
| PTIN | P00458639 | PTIN |
| Phone | 5085431720 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| 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 | $20,082,635 | 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 | 2 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $20,071,626 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $11,009 | CYInvestmentIncomeAmt |
| CY Other Revenue | -$84,750 | CYOtherRevenueAmt |
| CY Total Revenue | $19,997,885 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $1,120,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $449,560 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $40,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $63,241 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $530,261 | CYOtherExpensesAmt |
| CY Total Expenses | $2,139,821 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $17,858,064 | CYRevenuesLessExpensesAmt |
| Total Assets EOY | $18,101,574 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $222,036 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances EOY | $17,879,538 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MENTAL HEALTH LEADERSHIP INITIATIVE, INC. DBA THE KENNEDY FORUM 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. THE KENNEDY FORUM IS COMMITTED TO PROVIDING THE LEADERSHIP NEEDED AT ALL LEVELS TO UNITE THE COUNTRY AROUND A COMMON VISION TO IMPROVE THE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION AND TO PROMOTE BEHAVIORAL HEALTH FOR ALL.THE KENNEDY FORUM 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, AND GIVE CONSUMERS A WAY TO UNDERSTAND THEIR RIGHTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,344,091 | ExpenseAmt |
| Grant | $1,120,000 | GrantAmt |
| Desc | PARTNERSHIPS: MOREHOUSE SCHOOL OF MEDICINE/SATCHER HEALTH LEADERSHIP INSTITUTE - THE KENNEDY FORUM ANNOUNCED A GROUNDBREAKING NEW PARTNERSHIP WITH THE MOREHOUSE SCHOOL OF MEDICINE (MSM). TOGETHER, THE ORGANIZATIONS WILL HIGHLIGHT, EXPAND, AND PROMOTE BEST PRACTICES IN MENTAL HEALTH AND ADDICTION TREATMENT AND POLICY AT THE FEDERAL, STATE, AND LOCAL LEVEL. AS PART OF THIS PARTNERSHIP WITH MSM, THE KENNEDY FORUM BEGAN PLANNING THE FIRST EVER STATE OF THE UNION ON MENTAL HEALTH AND ADDICTION, HELD IN FEBRUARY 2015. THIS EVENT SET THE STANDARD FOR WHAT POLICYMAKERS, THE MEDIA, ADVOCATES, AND OTHERS SHOULD UNDERSTAND ABOUT WHAT'S AT STAKE IN MENTAL HEALTH TODAY, AND WHERE (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS) SOCIETY NEEDS TO GO TO GET THE REAL CHANGE IT NEEDS.INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATION/ONE MIND INSTITUTE - THE KENNEDY FORUM MADE A GRANT TO IMHRO/OMI TO SUPPORT THE 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 FACILITATE BEHAVIORAL HEALTH FOR ALL.KENNEDY FORUM ILLINOIS - THE KENNEDY FORUM PROJECT IN ILLINOIS (KFI) IS A UNIQUE INITIATIVE TO ACCELERATE ACTION IN THE STATE OF ILLINOIS AND SERVE 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 ISSUES. THE KENNEDY FORUM SUPPORTED THE ESTABLISHMENT OF KFI AND ASSISTED IN ITS CONVENING A FULL DAY OF CONVERSATIONS WITH LOCAL LEADERS AND SUPPORTERS, INCLUDING A HALF-DAY CONFERENCE FORUM, A RECEPTION, AND GALA DINNER IN NOVEMBER 2014.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 THE COMMERCIALIZATION AND NORMALIZATION OF MARIJUANA ARE NO MORE. THE KENNEDY FORUM SUPPORTED THE ESTABLISHMENT OF SAM AND ASSISTED IT IN ITS MISSION TO EDUCATE CITIZENS ON THE SCIENCE OF MARIJUANA AND TO PROMOTE HEALTH-FIRST, SMART POLICIES AND ATTITUDES THAT DECREASE MARIJUANA USE AND ITS CONSEQUENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $353,772 | ExpenseAmt |
| Desc | POLICY DEVELOPMENT:THE KENNEDY FORUM HAS CONVENED 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 ABUSE 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. FROM THESE DIALOGUES, A SERIES OF WHITE PAPERS AND ISSUE BRIEFS HAVE BEEN AND WILL BE ISSUED.(CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - POLICY DEVELOPMENT)THE KENNEDY FORUM HAS ALSO IDENTIFIED 5 KEY PUBLIC PILLARS THAT IT BELIEVES CAN DRAMATICALLY IMPROVE BEHAVIORAL HEALTH SERVICES, WHICH INCLUDES BOTH MENTAL HEALTH AND SUBSTANCE ABUSE DISORDERS (MH/SUD) - 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 MH/SUD CLINICAL AND FINANCIAL OUTCOMES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $241,298 | ExpenseAmt |
| Desc | PARITY IMPLEMENTATION AND EDUCATION: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)THAT IS WHY THE KENNEDY FORUM IS 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. THE KENNEDY FORUM IS ALSO CALLING FOR STRONG, PUBLIC ENFORCEMENT OF THE LAW.PARITY ALSO DEPENDS IN LARGE PART ON CONSUMERS KNOWING THEIR RIGHTS. THE KENNEDY FORUM IS COMMITTED TO EDUCATING CONSUMERS AND HEALTH CARE PROVIDERS ABOUT THE PARITY LAW AND PROVIDING THEM THE TOOLS AND RESOURCES THEY NEED TO ASK FOR THE TREATMENT AND SERVICES THAT ARE GUARANTEED UNDER THE LAW AND TO APPEAL DENIALS OF CARE WHEN THEY OCCUR.IN PARTNERSHIP WITH THE SCATTERGOOD FOUNDATION AND THE TREATMENT RESEARCH INSTITUTE, THE KENNEDY FORUM LAUNCHED A FIRST-OF-ITS-KIND TOOL, PARITYTRACK THAT WILL AGGREGATE AND PROMOTE PARITY IMPLEMENTATION ACTIVITIES, LEGISLATION, AND REGULATION ON THE STATE LEVEL.WITH THE PARITY IMPLEMENTATION COALITION, THE KENNEDY FORUM BEGAN UPDATING A RESOURCE GUIDE FOR CONSUMERS AND ADVOCATES TO HELP THEM UNDERSTAND THE PARITY LAW AND TO GIVE THEM THE TOOLS THEY NEED TO PROTECT THEIR RIGHTS AND GET THE CARE THEY NEED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,939,161 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | Yes (1) | 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 | 0 | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | 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 | 2 | 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 | 0 | LocalChaptersInd |
| 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 (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICK KENNEDY | ||||||
| PRESIDENT/CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $230,769 | $0 | $16,606 |
| 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) | $93,752 | $0 | $7,817 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $324,521 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,423 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THREESPOT MEDIA | |||||
| 806 7TH ST NW SUITE 201 | WASHINGTON | DC | 20001 | WEBSITE DESIGN | $143,850 |
| SULLIVAN & WORCESTER | |||||
| PO BOX 842482 | BOSTON | MA | 022842482 | LEGAL SERVICES | $136,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,000 | FundraisingAmt |
| All Other Contributions | $20,046,626 | AllOtherContributionsAmt |
| Total Contributions | $20,071,626 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,009 | TotalRevenueColumnAmt |
| Exclusion | $11,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $84,750 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$84,750 | TotalRevenueColumnAmt |
| Exclusion | -$84,750 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,997,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$73,741 | 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 | $1,120,000 | TotalAmt |
| Program Services | $1,120,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,520 | TotalAmt |
| Program Services | $279,088 | ProgramServicesAmt |
| Management And General | $32,452 | ManagementAndGeneralAmt |
| Fundraising | $12,980 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,667 | TotalAmt |
| Program Services | $48,733 | ProgramServicesAmt |
| Management And General | $5,667 | ManagementAndGeneralAmt |
| Fundraising | $2,267 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,308 | TotalAmt |
| Program Services | $5,425 | ProgramServicesAmt |
| Management And General | $631 | ManagementAndGeneralAmt |
| Fundraising | $252 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,239 | TotalAmt |
| Program Services | $32,025 | ProgramServicesAmt |
| Management And General | $3,724 | ManagementAndGeneralAmt |
| Fundraising | $1,490 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,826 | TotalAmt |
| Program Services | $21,350 | ProgramServicesAmt |
| Management And General | $2,483 | ManagementAndGeneralAmt |
| Fundraising | $993 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,266 | TotalAmt |
| Program Services | $54,753 | ProgramServicesAmt |
| Management And General | $64,513 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,667 | TotalAmt |
| Program Services | $31,001 | ProgramServicesAmt |
| Management And General | $20,666 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Fundraising | $40,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,722 | TotalAmt |
| Program Services | $221,996 | ProgramServicesAmt |
| Management And General | $363 | ManagementAndGeneralAmt |
| Fundraising | $363 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,351 | TotalAmt |
| Program Services | $73,215 | ProgramServicesAmt |
| Management And General | $4,068 | ManagementAndGeneralAmt |
| Fundraising | $4,068 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685 | TotalAmt |
| Management And General | $685 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $33,774 | $33,774 | $0 | $0 |
| OFFICE EXPENSES | $20,699 | $17,801 | $2,070 | $828 |
| BANK FEES | $97 | $0 | $97 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,139,821 | TotalAmt |
| Program Services | $1,939,161 | ProgramServicesAmt |
| Management And General | $137,419 | ManagementAndGeneralAmt |
| Fundraising | $63,241 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $58,290 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,831,931 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $40,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,796 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $164,557 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $18,101,574 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $222,036 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $222,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,879,538 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,879,538 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $18,101,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,858,064 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $38,405 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$16,931 | 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 | 0 | 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 | $71,626 | CurrentTaxYearAmt |
| Total | $71,626 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $71,626 | CurrentTaxYearAmt |
| Total | $71,626 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $63,388 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,238 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,009 | CurrentTaxYearAmt |
| Total | $11,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,635 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | DESCRIPTION: FUNDING FOR BEHAVORIAL HEALTH ADVOCACY DATE: 06/03/14 AMOUNT: 20000000. |
| PART II, SHORT YEAR EXPLANATION: | THE ORGANIZATION WAS FORMED ON MAY 21, 2014 AND THEREFORE THE 2014 RETURN IS THE INITAL SHORT YEAR RETURN. |
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 D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $164,557 | InvestmentCostOrOtherBasisAmt |
| Book Value | $164,557 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $164,557 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $20,121,040 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $38,405 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $84,750 | OtherRevenueAmt |
| Revenue Not Reported | $123,155 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,997,885 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,997,885 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,241,502 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $102,366 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $102,366 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,139,136 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $685 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $685 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,139,821 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 84,750. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ORGANIZATIONAL COSTS CAPITALIZED FOR TAX REPORTING 17,616. FUNDRAISING EVENT EXPENSES 84,750. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 685. |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 4C PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE STREET SUITE 601 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $70,000 | GrossReceiptsAmt |
| Retained By Contractor | $40,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $70,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $40,000 | TotalRetainedByContractorsAmt |
| Licensed States | NJ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TKF PROJECT - ILLINOIS | Event1Nm |
| Gross Receipts Event1 | $25,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,000 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $84,750 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $25,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,000 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $84,750 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $84,750 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$84,750 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MOREHOUSE SCHOOL OF MEDICINE | |||||||
| 720 WESTVIEW DR SW | ATLANTA | GA | 30310 | 581438873 | 501(C)(3) | $1,000,000 | ESTABLISH A CENTER FOR MENTAL HEALTH POLICY AND RESEARCH TO PROVIDE THOUGHT LEADERSHIP AND SUPPORT SERVICES RELEVANT TO ISSUES OF BEHAVIORAL/MENTAL HEALTH. |
| INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATION | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | 680359707 | 501(C)(3) | $120,000 | ENABLING RESEARCH AND RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK KENNEDY | PersonNm |
| Title | PRESIDENT/CEO/DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $230,769 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,365 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,241 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $247,375 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
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 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 204,094. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,094. CONSULTING: PROGRAM SERVICE EXPENSES 17,902. MANAGEMENT AND GENERAL EXPENSES 363. FUNDRAISING EXPENSES 363. TOTAL EXPENSES 18,628. |
| FORM 990, PART XI, LINE 9: | ORGANIZATIONAL COSTS CAPITALIZED FOR TAX REPORTING -17,616. TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 685. |
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