2014-05-15T13:08:46-05:00 2013-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2012-07-01 521753040 KENNEDY KRIEGER EDUCATION AND COMMUNITY SERVICES INC KENN 4439231810 707 NORTH BROADWAY BALTIMORE MD 21205 MICHAEL J NEUMAN 4439231810 2014-05-13 1 LORI S BURGHAUSER P00370694 4104031500 2014-05-13 2012 2015-11-30 17:44:51Z MICHAEL J NEUMAN 2931 E BIDDLE STREET BALTIMORE MD 21213 51638763 0 X WWW.KENNEDYKRIEGER.ORG X 1991 MD OPERATE SPECIAL ED SCHOOLS & PROVIDE COMMUNITY OUTREACH FOR CHILDREN & FAMILIES W/ SPECIAL NEEDS. 12 10 634 100 0 0 6908705 6747520 43380070 44891243 0 0 0 0 50288775 51638763 0 0 0 0 37939317 38153930 0 0 0 11219978 11313733 49159295 49467663 1129480 2171100 11209347 8858727 3054 230578 11206293 8628149 THE ORGANIZATION'S MISSION AND ACTIVITIES INVOLVE OPERATING SPECIAL EDUCATION SCHOOLS FOR CHILDREN WITH SPECIAL EDUCATION NEEDS, AS WELL AS PROVIDING COMMUNITY OUTREACH PROGRAMS FOR FAMILIES WITH CHILDREN WITH SPECIAL NEEDS. 0 0 39648779 0 44891243 EDUCATION PROGRAMS INCLUDE A WIDE RANGE OF EDUCATIONAL PROGRAMS AND SERVICES TO SUPPORT THE INCLUSION OF CHILDREN WITH SPECIAL NEEDS. THESE PROGRAMS ARE OFFERED THROUGH OUR NATIONALLY RECOGNIZED K-8 SCHOOL, HIGH SCHOOL AND AUTISM PROGRAM IN BALTIMORE, MONTGOMERY COUNTY MD, AND OUR PUBLIC/PRIVATE PARTNERSHIP PROGRAMS IN PUBLIC SCHOOLS ACROSS MARYLAND. 4984341 0 0 COMMUNITY SERVICES INCLUDE COMMUNITY BASED PROGRAMS ASSISTING INDIVIDUALS WITH SPECIAL NEEDS AND THEIR FAMILIES. PROGRAMS INCLUDE THERAPEUTIC FOSTER CARE, FAMILY SUPPORT SERVICES, EARLY HEAD START, SPECIALIZED HEALTH NEEDS INTERAGENCY COLLABORATION, PHYSICALLY CHALLENGED SPORTS AND RECREATION, ETC. 44633120 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 0 1 24 0 634 1 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X MICHAEL J NEUMAN 4439231810 2931 E BIDDLE STREET BALTIMORE MD 21213 ATWOOD COLLINS III 1.00 0.00 X X 0 0 0 HOWARD MILLER ESQ 1.00 0.00 X X 0 0 0 GARY W GOLDSTEIN MD 8.00 32.00 X X 206934 823761 20062 ROBERT L BOGOMOLNY 1.00 0.00 X 0 0 0 THOMAS V BROOKS 1.00 0.00 X 0 0 0 STEPHANIE COOPER GREENBERG 1.00 0.00 X 0 0 0 JOSEPH E FOSS 1.00 0.00 X 0 0 0 NANCY S GRASMICK PHD 16.00 0.00 X 33654 0 9245 HARRIET C LEGUM 1.00 0.00 X 0 0 0 JANET B LIVINGSTON 1.00 0.00 X 0 0 0 SALLY P THANHOUSER EDD 1.00 0.00 X 0 0 0 ROBERT L WALLACE 1.00 0.00 X 0 0 0 JAMES M ANDERS JR 8.00 32.00 X 142544 567441 20062 MICHAEL VD JOHNSTON MD 4.00 36.00 X 63702 573314 20062 MICHAEL J NEUMAN 8.00 32.00 X 62176 247509 20062 ROBIN CHURCH EDD 40.00 0.00 X 238899 0 19492 LAINY LEBOW-SACHS 6.00 34.00 X 61843 350446 20062 MICHAEL B LOUGHRAN 8.00 32.00 X 39216 156109 16435 VIRGINA VILLANI MD 40.00 0.00 X 156251 0 15602 ARTHUR HILL EDD 40.00 0.00 X 129357 0 13997 DAVID STONE 40.00 0.00 X 124799 0 13802 JI NA YOUNG 40.00 0.00 X 128508 0 13047 JACQUELINE STONE 40.00 0.00 X 120116 0 13465 1507999 2718580 215395 17 0 1 0 PLAYGROUND SPECIALISTS 17352 NORTH SETON AVE EMMITSBURG MD 21727 CONSULTANT 152285 SYSCO FOOD SERVICE CORPORATION PO BOX 1099 JESSUP MD 20794 FOOD SERVICE 143255 2 781119 5955237 11164 6747520 TUITION REVENUE 611600 42317082 42317082 MEDICAL SERVICES FOR STUDENTS 621400 2574161 2574161 44891243 51638763 44891243 0 0 898103 301290 596813 28807200 27006682 1800518 1575826 1445172 130654 4892487 4482321 410166 1980314 1851603 128711 110128 110128 65192 65192 74407 74407 3886566 2934324 952242 38093 38093 2120559 1945789 174770 4419782 4389241 30541 194453 157968 36485 185393 185393 NON-CAPITAL EQUIPMENT 136722 68726 67996 DUES & PERMITS 82438 50004 32434 49467663 44633120 4834543 0 1406642 1150753 0 0 541992 0 9260713 7707974 11209347 8858727 3054 230578 3054 230578 X 11012988 8227979 193305 400170 11206293 8628149 11209347 8858727 X 2171100 -4749244 X X 0 1 X 1 1 1 X 6889119 7631185 7757286 6908705 6747520 35933815 6889119 7631185 7757286 6908705 6747520 35933815 35933815 35933815 222697323 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 74407 0 0 74407 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION PAYS ITS LOBBYISTS, FABIANI & COMPANY AND ALEXANDER & CLEAVER, TO DIRECTLY CONTACT LEGISLATORS ON MATTERS AFFECTING HEALTH CARE, EDUCATION, COMMUNITY SERVICES, AND RESEARCH PROGRAMS. A PORTION OF THIS EXPENSE HAS BEEN ALLOCATED TO THIS ENTITY. 0 TUITION RECEIVABLE 4916900 INTERCOMPANY RECEIVABLES 2606074 INVESTMENT IN PACT 185000 7707974 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GARY W GOLDSTEIN MD 93961 374039 50193 199807 62780 249915 2510 9990 1518 6044 210962 839795 0 0 JAMES M ANDERS JR 67258 267742 36139 143861 39147 155838 2510 9990 1518 6044 146572 583475 0 0 MICHAEL VD JOHNSTON MD 33000 297000 12500 112500 18202 163814 1250 11250 756 6806 65708 591370 0 0 MICHAEL J NEUMAN 40947 163003 7027 27973 14202 56533 2510 9990 1518 6044 66204 263543 0 0 ROBIN CHURCH EDD 176770 0 35000 0 27129 0 11930 0 7562 0 258391 0 0 0 LAINY LEBOW-SACHS 34950 198050 12000 68000 14893 84396 1875 10625 1134 6428 64852 367499 0 0 MICHAEL B LOUGHRAN 29538 117584 1510 6009 8168 32516 1781 7092 1518 6044 42515 169245 0 0 VIRGINA VILLANI MD 153148 0 0 0 3103 0 8040 0 7562 0 171853 0 0 0 PART I, LINE 1A CERTAIN OFFICERS AND KEY EMPLOYEES WERE PROVIDED ADDITIONAL COMPENSATION TO OFFSET THE IMPACT OF EXECUTIVE LIFE INSURANCE AND LONG TERM DISABILITY PREMIUMS MADE ON THEIR BEHALF. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO THESE INDIVIDUALS. THESE INDIVIDUALS ARE: GARY W. GOLDSTEIN, M.D. JAMES M. ANDERS, JR. MICHAEL V.D. JOHNSTON, M.D. MICHAEL J. NEUMAN ROBIN CHURCH ED.D. LAINY LEBOW-SACHS MICHAEL B. LOUGHRAN FORM 990, PART VI, SECTION A, LINE 6 THE SOLE STOCKHOLDER OF THE ORGANIZATION IS THE KENNEDY KRIEGER INSTITUTE, INC. ("KKI"), A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF ALL THE RELATED KENNEDY KRIEGER ENTITIES. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE STOCKHOLDER OF THE ORGANIZATION IS KENNEDY KRIEGER INSTITUTE, INC.("KKI"), A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF ALL THE RELATED KENNEDY KRIEGER ENTITIES. KKI HAS THE EXPRESS POWER AND RESPONSIBILITY TO ELECT AND REMOVE THE BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE STOCKHOLDER OF THE ORGANIZATION IS THE KENNEDY KRIEGER INSTITUTE, INC. THE KENNEDY KRIEGER INSTITUTE, INC. HAS THE POWER TO APPROVE DECISIONS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE IRS FORM 990 WAS DIRECTLY REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE FORM 990 WAS ALSO EMAILED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DECLARATION OF OUTSIDE EMPLOYMENT UPON HIRE, ANNUALLY THEREAFTER, OR AT SUCH TIME DURING THE COURSE OF EMPLOYMENT WHEN THE EMPLOYEE ENTERS A BUSINESS, CLINICAL, OR PERSONAL RELATIONSHIP THAT MAY APPEAR TO BE A CONFLICT OR IS IN FACT A CONFLICT OF INTEREST. SENIOR MANAGEMENT WILL REVIEW EACH CONFLICT OF INTEREST DISCLOSURE FORM TO DETERMINE WHETHER A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS. IF THE DETERMINATION IS MADE THAT A CONFLICT OF INTEREST DOES EXIST, THEN APPROPRIATE MEASURES ARE TAKEN TO RECTIFY THE CONFLICT. BOARD MEMBERS AND SENIOR MANAGEMENT SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE TO DISCLOSE EXISTING OR POTENTIAL CONFLICTS THAT MAY RELATE TO FUTURE DECISION MAKING. WHEN AN ACTUAL CONFLICT INVOLVING A BOARD MEMBER IS IDENTIFIED, THE DIRECTOR WILL ABSTAIN FROM VOTING AND NOT USE HIS/HER PERSONAL INFLUENCE ON THE MATTER. SITUATIONS INVOLVING SENIOR MANAGEMENT MAY BE HANDLED THROUGH THE HUMAN RESOURCES PROCESS OR CONSIDERED BY THE BOARD OF DIRECTORS. RELATIONSHIPS WITH OTHER PROVIDERS, EDUCATIONAL INSTITUTIONS, MANUFACTURERS AND PAYORS ARE REVIEWED TO DETERMINE WHETHER CONFLICTS OF INTEREST EXIST. ANY CONFLICTS ARE ADDRESSED WHEN THEY ARISE. POLICIES DESIGNED TO IDENTIFY AND PREVENT POTENTIAL CONFLICTS OF INTEREST PERTAINING TO CONTRACTUAL BUSINESS RELATIONSHIPS ARE ADDRESSED THROUGH THE POLICY ON FAIR BUSINESS PRACTICES. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO AND OTHER SENIOR EXECUTIVES' COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. INDEPENDENTLY DEVELOPED EXECUTIVE COMPENSATION SURVEYS ARE USED TO DETERMINE REASONABLENESS OF COMPENSATION LEVELS. THE EXECUTIVE COMPENSATION COMMITTEE APPROVES THE SENIOR EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 CORPORATE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CERTAIN FINANCIAL DOCUMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. A COPY OF THE FORM 990 IS ALSO AVAILABLE VIA WWW.GUIDESTAR.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER OF INVESTMENT IN PACT 185,000. TRANSFER OF INTERCOMPANY RECEIVABLES/PAYABLES -4,392,252. TRANSFER OF FIXED ASSETS TO MADISON STREET PROPERTIES -541,992. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 - INFORMATION REGARDING TAX-EXEMPT BOND ISSUE THE ORGANIZATION IS PART OF AN OBLIGATED GROUP UNDER CERTAIN TAX-EXEMPT BOND ISSUES. SCHEDULE K HAS BEEN COMPLETED IN ITS ENTIRETY FOR MADISON STREET PROPERTIES, INC. KENNEDY KRIEGER INSTITUTE INC 707 N BROADWAY BALTIMORE MD 21205 521524965 PARENT ORGANIZATION TO RELATED ENTITIES; SUPPORTS HEALTHCARE MD 501(C)(3) 11B TYPE II NOT APPLICABLE 0 HUGO W MOSER RESEARCH INSTITUTE AT KENNEDY KRIEGER INC 707 N BROADWAY BALTIMORE MD 21205 521524967 MEDICAL RESEARCH MD 501(C)(3) 4 KENNEDY KRIEGER INSTITUTE INC 0 KENNEDY KRIEGER CHILDREN'S HOSPITAL INC 707 N BROADWAY BALTIMORE MD 21205 520607971 SPECIALTY HEALTHCARE FOR CHILDREN MD 501(C)(3) 3 KENNEDY KRIEGER INSTITUTE INC 0 KENNEDY KRIEGER ASSOCIATES INC 707 N BROADWAY BALTIMORE MD 21205 521633229 SUPPORTS KENNEDY KRIEGER INSTITUTE AND ITS AFFILIATES MD 501(C)(3) 11A TYPE I KENNEDY KRIEGER INSTITUTE INC 0 MADISON STREET PROPERTIES INC 707 N BROADWAY BALTIMORE MD 21205 521949813 PROPERTY HOLDING COMPANY MD 501(C)(3) 11A TYPE I KENNEDY KRIEGER FOUNDATION INC 0 KENNEDY KRIEGER FOUNDATION INC 707 N BROADWAY BALTIMORE MD 21205 521734695 RAISES FUNDS TO SUPPORT KENNEDY KRIEGER INSTITUTE AND ITS AFFILIATES MD 501(C)(3) 7 KENNEDY KRIEGER INSTITUTE INC 0 PACT HELPING CHILDREN WITH SPECIAL NEEDS INC 7000 TUDSBURY ROAD BALTIMORE MD 21244 521230183 MEDICAL DAY CARE AND OTHER SERVICES FOR CHILDREN WITH SPECIAL NEEDS MD 501(C)(3) 7 KENNEDY KRIEGER INSTITUTE INC 0 NATIONAL CENTER FOR LEARNING & DEVELOPMENT INC 707 N BROADWAY BALTIMORE MD 21205 582327952 MEDICAL AND EDUCATIONAL SERVICES TO CHILDREN WITH SPECIAL NEEDS GA 501(C)(3) 9 KENNEDY KRIEGER INSTITUTE INC 0 MADISON GROUP VENTURES INC 707 N BROADWAY BALTIMORE MD 21205 900743111 RESEARCH AND DEVELOPMENT MD N/A C 0 CHARITABLE REMAINDER TRUSTS (3) CHARITABLE REMAINDER TRUSTS MD N/A T 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1