2015-11-16T15:01:24-06:00 2014-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2014-05-21 465714524 MENTAL HEALTH LEADERSHIP INITIATIVE INC DBA THE KENNEDY FORUM MENT 7325730300 14 CENTRAL AVE ISLAND HEIGHTS NJ 08732 KEITH D LOWEY TREASURER 5085431720 2015-11-16 1 HEATHER MEDEIROS CPA P00458639 5085431720 2014 2016-03-07 17:11:31Z X PATRICK KENNEDY 14 CENTRAL AVENUE ISLAND HEIGHTS NJ 08732 20082635 0 X WWW.THEKENNEDYFORUM.ORG X 2014 DE SEE PAGE 2, PART III, LINE 1. 3 2 3 0 0 0 20071626 0 11009 -84750 19997885 1120000 0 449560 40000 63241 530261 2139821 17858064 18101574 222036 17879538 X 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. 0 0 1344091 1120000 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. 353772 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. 241298 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. 1939161 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 3 2 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 230769 0 16606 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 93752 0 7817 324521 0 24423 1 0 1 0 THREESPOT MEDIA 806 7TH ST NW SUITE 201 WASHINGTON DC 20001 WEBSITE DESIGN 143850 SULLIVAN & WORCESTER PO BOX 842482 BOSTON MA 022842482 LEGAL SERVICES 136882 2 25000 20046626 20071626 11009 11009 0 25000 84750 -84750 -84750 19997885 0 0 -73741 X 1120000 1120000 324520 279088 32452 12980 56667 48733 5667 2267 6308 5425 631 252 37239 32025 3724 1490 24826 21350 2483 993 119266 54753 64513 51667 31001 20666 40000 40000 222722 221996 363 363 81351 73215 4068 4068 685 685 DIRECT PROGRAM EXPENSES 33774 33774 0 0 OFFICE EXPENSES 20699 17801 2070 828 BANK FEES 97 0 97 0 2139821 1939161 137419 63241 0 58290 17831931 0 40000 0 6796 164557 0 0 164557 0 18101574 0 222036 0 222036 X 0 17879538 0 17879538 0 18101574 X 17858064 38405 -16931 X 0 1 X 0 0 X 71626 71626 71626 71626 63388 8238 11009 11009 82635 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164557 164557 164557 20121040 38405 84750 123155 19997885 0 19997885 2241502 102366 102366 2139136 685 685 2139821 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. X X X X X X 1 4C PARTNERS LLC 185 DEVONSHIRE STREET SUITE 601 BOSTON MA 02110 PROFESSIONAL FUNDRAISING COUNSEL 0 70000 40000 0 70000 40000 NJ TKF PROJECT - ILLINOIS 25000 25000 84750 25000 25000 84750 84750 -84750 1 MOREHOUSE SCHOOL OF MEDICINE 720 WESTVIEW DR SW ATLANTA GA 30310 581438873 501(C)(3) 1000000 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) 120000 ENABLING RESEARCH AND RAISING AWARENESS TO REMEDY THE SYMPTOMS OF AND RESTORE FUNCTION FOR PERSONS WITH MENTAL ILLNESS. 2 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 230769 0 0 0 0 0 3365 0 13241 0 247375 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 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.