2013-02-12T08:50:34-06:00 2012-09-30 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2011-10-01 237268143 JUDGE DAVID L BAZELON CENTER FOR MENTAL HEALTH LAW JUDG 2024675730 1011 15TH STREET NW NO 1212 WASHINGTON DC 20005 ROBERT E BERNSTEIN 2024675730 2013-02-07 1 NANCY JOHNSON P01593478 3014246800 2011 2016-03-07 17:11:31Z ROBERT E BERNSTEIN 1101 15TH STREET NW WASHINGTON DC 20005 5853066 0 X WWW.BAZELON.ORG X 1972 DC THE MISSION OF THE BAZELON CENTER FOR MENTAL HEALTH LAW IS TO PROTECT AND ADVANCE THE RIGHTS OF ADULTS AND CHILDREN WHO HAVE MENTAL DISABILITIES. THE CENTER ENVISIONS AN AMERICA WHERE PEOPLE 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. 21 21 30 11 0 0 1659417 2517234 3024268 905255 245849 228407 216 324 4929750 3651220 0 0 0 0 2534756 2537876 125563 0 103507 851837 878324 3512156 3416200 1417594 235020 7057873 7840501 299811 192593 6758062 7647908 X THE MISSION OF THE BAZELON CENTER FOR MENTAL HEALTH LAW IS TO PROTECT AND ADVANCE THE RIGHTS OF ADULTS AND CHILDREN WHO HAVE MENTAL DISABILITIES. THE CENTER ENVISIONS AN AMERICA WHERE PEOPLE 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 991853 163004 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. 1120704 2988 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. 721095 735060 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. 253002 2264 PROMOTING SELF-DETERMINATION- PEOPLE WITH MENTAL DISABILITIES MUST BE ABLE TO EXERCISE THEIR CHOICES IN ALL ASPECTS OF DAILY LIFE. THIS INVOLVES ACCESS TO VOTING AND OTHER FORMS OF CIVIC PARTICIPATION AND AN END TO DISCRIMINATION AGAINST THEM IN HOUSING AND EMPLOYMENT. IT ALSO MEANS THAT INDIVIDUALS SHOULD HAVE A VOICE IN THEIR TREATMENT DECISIONS AND CONTROL OVER WHO HAS ACCESS TO THEIR TREATMENT RECORDS. 16872 2263 DIRECT LOBBYING - ADVOCATING FOR THE BAZELON CENTER'S PROGRAM OBJECTIVES THROUGH FEDERAL POLICY AND STRATEGIC POLICY DEVELOPMENT. 4552 GRASSROOTS LOBBYING - NEWSLETTERS AND EMAIL ALERTS IN ADDITION TO SECTIONS OF REPORTERS THAT URGES PEOPLE TO CONTACT THEIR CONGRESSIONAL DELEGATES. 274426 4527 3108078 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 1 0 0 0 0 0 0 0 0 0 1 4 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 WI X JANET KING 2024675730 1011 15TH STREET NW SUITE 1212 WASHINGTON DC 20005 ANITA L ALLEN 1.00 X 0 0 0 DAVID APATOFF 1.00 X X 0 0 0 DANA BAZELON 0.50 X 0 0 0 SAMUEL R BAGENSTOS 0.50 X 0 0 0 EILEEN A BAZELON 0.50 X 0 0 0 ROBERT A BURT 0.50 X 0 0 0 JACQUELINE DRYFOOS 0.50 X 0 0 0 KENNETH R FEINBERG 0.50 X 0 0 0 HOWARD H GOLDMAN 0.50 X 0 0 0 JENNIFER A GUNDLACH 0.50 X 0 0 0 NIKKI HEIDEPRIEM 0.50 X 0 0 0 TERRI LANGSTON 0.50 X 0 0 0 STEPHEN J MORSE 0.50 X 0 0 0 MARGARET E O'KANE 0.50 X 0 0 0 JOSEPH G PERPICH 0.50 X 0 0 0 RHONDA ROBINSON-BEALE 0.50 X 0 0 0 HARVERY ROSENTHAL 0.50 X 0 0 0 ELYN R SAKS 0.50 X 0 0 0 W ALLEN SCHAFFER 0.50 X 0 0 0 CYNTHIA M STINGER 0.50 X 0 0 0 MARTIN TOLCHIN 0.50 X 0 0 0 SALLY ZINMAN 0.50 X 0 0 0 JACKI MCKINNEY 0.50 X 0 0 0 MARTHA MINOW 0.50 X 0 0 0 ROBERT E BERNSTEIN 37.50 X 252350 0 29729 DOMINIC W HOLT 37.50 X 40076 0 0 BONNIE MILSTEIN 37.50 X 154203 0 10381 LAUREL L STINE 37.50 X 118458 0 16069 IRA A BURNIM 37.50 X 167181 0 18825 JANET KING 37.50 X 115739 0 15915 CHRISTINE KOYANAGI 37.50 X 100314 0 15043 HENRY CLAY BRASWELL 37.50 X 106345 0 15384 JENNIFER MATHIS 37.50 X 149358 0 17817 1204024 0 139163 8 0 1 0 0 2517234 593563 2517234 ATTORNEY FEES 900099 604111 604111 CONTRACT INCOME 900099 299000 299000 PUBLICATIONS 900099 1144 1144 HONORARIUM 900099 1000 1000 905255 177428 177428 2252825 2201846 50979 50979 50979 MISCELLANEOUS REVENUE 900099 324 324 324 3651220 905579 0 228407 1418365 1300578 81876 35911 608794 558240 35144 15410 89271 81652 5291 2328 283702 259489 16818 7395 137744 126178 8104 3462 18249 18249 52802 49682 96 3024 88147 73912 6451 7784 35813 27652 3514 4647 294928 269828 17365 7735 74309 73011 609 689 19177 8881 100 10196 12489 11427 745 317 18565 17009 1086 470 SUBCONTRACTORS 117125 117125 DUES, SUBSCRIPTIONS AND 56011 47471 5082 3458 COURT COSTS AND DEPOSIT 42267 42267 MISCELLANEOUS 23469 19788 3128 553 24973 23888 957 128 3416200 3108078 204615 103507 500 500 2173902 939478 185000 370000 98397 178922 65203 43788 65379 37149 32211 28230 4478657 6255580 24003 24003 7057873 7840501 77288 97188 81000 59035 32202 82488 63203 299811 192593 X 5212842 4762065 629702 966947 915518 1918896 6758062 7647908 7057873 7840501 X 235020 654826 X 0 1 1 X 0 X 2011527 2097438 800859 1659417 2517234 9086475 2011527 2097438 800859 1659417 2517234 9086475 9086475 233441 212442 187064 247626 228407 1108980 12552 68219 2341 1324 84436 10279891 0.88390 0.61160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4668 17070 21738 3459935 3481673 324084 81021 0 0 316832 327368 294789 324084 1263073 1894610 24109 37389 38818 21738 122054 79208 81842 73697 81021 315768 473652 7545 14149 14764 4668 41126 915518 1003378 1918896 926276 -10758 915518 890534 24984 10758 926276 810089 80445 890534 1.00000 0 0 3380 2176 1204 45896 24957 20939 16103 10016 6087 28230 DEFERRED RENT 63203 63203 3651220 3416200 235020 702818 -47992 654826 889846 4334881 702818 28835 -47992 683661 3651220 0 3651220 3445035 28835 28835 3416200 0 3416200 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. 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 252350 0 0 0 0 0 12617 0 17112 0 282079 0 0 0 BONNIE MILSTEIN 154203 0 0 0 0 0 0 0 10381 0 164584 0 0 0 IRA A BURNIM 167181 0 0 0 0 0 8359 0 10466 0 186006 0 0 0 JENNIFER MATHIS 149358 0 0 0 0 0 7468 0 10349 0 167175 0 0 0 X 3 593563 FAIR MARKET VALUE 0 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 EXECUTIVE DIRECTOR AND OTHER OFFICERS. THE ORGANIZATION HAS NO KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BY-LAWS, FINANCIAL STATEMENTS, IRS FORM 990S 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 702,818. INVESTMENT EXPENSES: -47,992. TOTAL TO FORM 990, PART XI, LINE 5: 654,826.