2025-11-17T14:51:14-06:00 2024-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2024-01-01 465714524 MENTAL HEALTH LEADERSHIP INITIATIVE INC C/O VERDOLINO & LOWEY PC MENT 7322904255 124 WASHINGTON ST 101 FOXBOROUGH MA 02035 KEITH D LOWEY TREASURER 5085431720 2025-11-17 1 1 HEATHER MEDEIROS CPA P00458639 5085431720 2024 2025-03-06 01:10:19Z DBA THE KENNEDY FORUM REBECCA BAGLEY PO BOX 573 BRIGANTINE NJ 08203 6063415 0 X WWW.THEKENNEDYFORUM.ORG X 2014 DE SEE PAGE 2, PART III, LINE 1. 3 1 27 0 0 0 5223504 6035548 0 0 5595 27867 0 0 5229099 6063415 0 0 0 0 2275321 2688182 0 0 282386 3292637 3318931 5567958 6007113 -338859 56302 1186113 1407178 290038 340778 896075 1066400 X THE KENNEDY FORUM (TKF) MISSION IS TO ALIGN STAKEHOLDERS TO ADVANCE POLICIES AND GOALS THAT AFFECT SYSTEMIC CHANGE. OUR VISION IS TO ENSURE MENTAL HEALTH AS ESSENTIAL HEALTH.DURING 2024, TKF CONTINUED TO MEASURE AND ADVANCE IMPLEMENTATION OF THE 90-90-90 BY 2033 INITIATIVE - A NATIONAL EFFORT TO ENSURE THAT BY 2033: - 90% OF INDIVIDUALS ARE SCREENED FOR MENTAL HEALTH CONDITIONS, - 90% OF THOSE IDENTIFIED RECEIVE EVIDENCE-BASED TREATMENT, AND - 90% OF THOSE IN TREATMENT ACHIEVE RECOVERY OR IMPROVED OUTCOMES.THIS INITIATIVE REPRESENTS A STRATEGIC FRAMEWORK FOR NATIONAL ALIGNMENT AROUND MEASURABLE PARITY AND ACCESS GOALS. 0 0 2482514 PARTNERSHIPS: THE ORGANIZATION CONTINUES TO LEVERAGE ITS ELEVATED REACH AND ESTABLISHED PARTNERSHIPS ACROSS INDUSTRIES TO UNITE ALL STAKEHOLDERS IN A VISION AND PLAN FOR MENTAL HEALTH CARE PROGRESS IN THE U.S.(CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS) - ALIGNMENT FOR PROGRESS 2024 CONFERENCE: THE 2024 ALIGNMENT FOR PROGRESS (A4P) CONFERENCE BROUGHT TOGETHER A PROMINENT ROSTER OF NATIONAL LEADERS, INCLUDING 11 MEMBERS OF THE CEO ALLIANCE FOR MENTAL HEALTH WHO ANNOUNCED A UNANIMOUS ENDORSEMENT OF THE 90-90-90 GOALS. MORE THAN 400 ATTENDEES JOINED US, WITH 86% OF A4P RESPONDENTS AGREEING THAT THE GATHERING FILLS A VITAL ROLE IN THE MENTAL HEALTH ECOSYSTEM. - CEO ALLIANCE FOR MENTAL HEALTH: TKF PRESIDENT & CEO, REBECCA O. BAGLEY, WAS NAMED CHAIR OF THE CEO ALLIANCE FOR MENTAL HEALTH. IN HER ROLE, BAGLEY LED THE GROUP IN DEFINING SIX SHARED PRIORITIES AMONG 15 LEADING MENTAL HEALTH ORGANIZATIONS: PRIORITIZING PREVENTION AND EARLY INTERVENTION; ENSURING ACCESS, AFFORDABILITY, AND ACCOUNTABILITY; BUILDING A SUSTAINABLE WORKFORCE; HARNESSING INNOVATION; EMBRACING DISCOVERY; AND ENHANCING TRANSPARENCY TO IMPROVE OUTCOMES. THE UNIFIED PRIORITIES WERE DELIVERED TO CONGRESS, MARKING AN UNPRECEDENTED SHOW OF SECTOR ALIGNMENT. - SCHOOL-BASED INDUSTRY COUNCIL AND YOUTH MENTAL HEALTH SUITE: TKF COLLABORATED WITH MORE THAN 50 ORGANIZATIONS TO RELEASE A SUITE OF YOUTH MENTAL HEALTH RESOURCES FOCUSED ON SOLVING URGENT AND COMPLEX YOUTH MENTAL HEALTH NEEDS, CREATED IN PARTNERSHIP WITH THE SCHOOL-BASED MENTAL HEALTH INDUSTRY COUNCIL. ADDITIONALLY, CO-FOUNDER AMY L. KENNEDY CONTRIBUTED TO A NEW REPORT PUBLISHED BY THE BIPARTISAN POLICY CENTER THAT HELPS DELIVER A ROAD MAP TO BETTER CARE FOR YOUTH AND THEIR FAMILIES. - MOVEMENT BUILDING IN YOUTH MENTAL HEALTH: IN RESPONSE TO THE YOUTH MENTAL HEALTH CRISIS, WE PARTICIPATED IN THE YOUTH MENTAL HEALTH & ADDICTION WORKSHOP, COHOSTED BY THE KENNEDY FORUM, MCKINSEY HEALTH INSTITUTE, AND THE MORGAN STANLEY CHILDREN'S MENTAL HEALTH INITIATIVE. WE GATHERED 45+ OF THE NATION'S LEADING ORGANIZATIONS WHO DEAL WITH YOUTH MENTAL HEALTH ISSUES TO EXPLORE SOLUTIONS FOR THE DISTINCT ISSUES FACING OUR YOUNG PEOPLE AND GET AHEAD OF POTENTIAL PROBLEMS BY OFFERING PROACTIVE SOLUTIONS. - 90-90-90 MEASUREMENT SNAPSHOTS: IN PARTNERSHIP WITH KPMG, WE DEVELOPED SNAPSHOTS OF OUR FIVE-YEAR OUTLOOK IN SCREENING, TREATMENT, AND RECOVERY TO REACH OUR 90-90-90 GOALS. 1471448 POLICY DEVELOPMENT AND PROMOTION: - NATIONAL STRATEGY RECOMMENDATIONS: TKF CO-FOUNDER PATRICK J. KENNEDY AND TKF PRESIDENT & CEO REBECCA O. BAGLEY SHARE A CURATED, SORTABLE LIST OF NATIONAL STRATEGY RECOMMENDATIONS ON THE HILL TO ENSURE THE VISIBILITY AND PASSAGE OF KEY MENTAL HEALTH LEGISLATION. (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - POLICY DEVELOPMENT AND PROMOTION) - CALIFORNIA SB 855: AS A RESULT OF A THREE-YEAR EFFORT LEADING A STATE PARITY COALITION OF CONSUMERS, PROVIDERS, AND OTHER MENTAL HEALTH AND SUBSTANCE USE ADVOCATES, THE DEPARTMENT OF MANAGED HEALTH CARE ISSUED FINAL REGULATIONS ON OUR PARITY BILL, SB 855, REFLECTING MANY OF OUR RECOMMENDATIONS FOR IMPLEMENTATION. TKF ALSO LED THIS SAME COALITION IN A LETTER URGING THE CALIFORNIA DEPARTMENT OF INSURANCE TO ADOPT ITS COMPREHENSIVE PARITY AND 988 REGULATIONS. - ILLINOIS HEALTH CARE PROTECTION ACT: THE KENNEDY FORUM HAS PROVIDED YEARS-LONG ADVOCACY IN THE STATE TO ADVANCE KEY MENTAL HEALTH LEGISLATION, HELPING TO SET THE STAGE FOR THE LANDMARK HEALTHCARE PROTECTION ACT, SIGNED BY GOV. PRITZKER IN 2024. - CONNECTICUT AND VIRGINIA: THE KENNEDY FORUM SERVED AS EXPERT POLICY RESOURCES, PROVIDING TESTIMONY AND MODEL LANGUAGE ON KEY MENTAL HEALTH BILLS AND ISSUES. - POLICY IN NATIONAL MEDIA: AS PART OF THE RELEASE OF CO-FOUNDER PATRICK J. KENNEDY'S SECOND BEST-SELLING BOOK "PROFILES IN MENTAL HEALTH COURAGE", WE HIGHLIGHTED POLICY VIA NATIONAL MEDIA OUTLETS, INCLUDING MEET THE PRESS, GOOD MORNING AMERICA, CBS SUNDAY MORNING, AND OTHERS. OUR CO-FOUNDER AMY L. KENNEDY ALSO DISCUSSED KEY YOUTH MENTAL HEALTH POLICY ISSUES IN PEOPLE MAGAZINE. 1226206 PARITY IMPLEMENTATION AND IMPROVING MENTAL HEALTH COVERAGE:THE KENNEDY FORUM HAS DEFINITIVELY LED THE WAY IN ENSURING THAT THE PROMISE OF PARITY IS TRANSFORMED INTO PRACTICE, THROUGH GROUNDBREAKING POLICY AND GOLD-STANDARD REGULATION.(CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARITY IMPLEMENTATION AND IMPROVING MENTAL HEALTH COVERAGE) - FEDERAL PARITY RULE: IN AN IMMENSE STEP FOR PARITY PROGRESS, THE WHITE HOUSE ADMINISTRATION'S 2024 FINAL PARITY RULE REFLECTED TKF'S CORE RECOMMENDATIONS - NEARLY 90% OF THE 9,700 PUBLIC COMMENTS REFERENCED TKF'S LANGUAGE, HIGHLIGHTING OUR INFLUENCE ON THE LAW. - STATE PARITY WORKGROUP: WE SUCCESSFULLY RELAUNCHED THE STATE PARITY WORKGROUP WITH MORE THAN 250 MEMBERS ACROSS 30 STATES, DIRECTLY GUIDING THE REGULATORS AND LEADERS RESPONSIBLE FOR PARITY ENFORCEMENT AND IMPLEMENTATION. - STATE PARITY GOLD STANDARDS: WE BEGAN RELEASING A SUITE OF "STATE PARITY GOLD STANDARDS" WHICH DEFINE AND RIGOROUSLY OUTLINE PARITY STANDARDS. EACH MODULE CAN BE EASILY UTILIZED TO IMPROVE MULTIPLE POINTS OF PARITY IMPLEMENTATION AND ENFORCEMENT. THESE GOLD STANDARDS HAVE BEEN VIEWED BY THOUSANDS. - MENTAL HEALTH PARITY DATA: WE LED THE WAY IN ENABLING RADICAL TRANSPARENCY IN PARITY, OBTAINING FUNDING FROM THE STATE OF ILLINOIS TO COMPLETE A GAME-CHANGING OPEN-SOURCE DATA TOOL. ALONGSIDE FOUNDING STRATEGIC PARTNERS, THIRD HORIZON STRATEGIES AND THE AMERICAN MEDICAL ASSOCIATION, WE VISUALIZE INSURANCE DATA POINTS AFFECTING PROVIDERS AND PATIENTS. 5180168 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 23 0 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 1 0 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 0 IL NJ X X VERDOLINO & LOWEY PC 5085431720 124 WASHINGTON ST 101 FOXBOROUGH MA 02035 PATRICK KENNEDY DIRECTOR/CHAIRMAN 40.00 X 325000 0 73552 KEITH LOWEY TREASURER/DIRECTOR 2.00 X X 0 0 0 ALLAN FOX DIRECTOR 0.50 X 0 0 0 JOHN GRAHAM SECRETARY 0.10 X 0 0 0 KARA KUKFA CHIEF OF OPERATIONS/ASST S 40.00 X 183750 0 86681 REBECCA BAGLEY PRESIDENT/CEO 40.00 X 325500 0 77846 LAUREN FINKE POLICY DIRECTOR 40.00 X 140966 0 20501 TRUDY AVERY SENIOR DIRECTOR OF PROGRAM & DEVELOPMENT 40.00 X 100492 0 1464 KATHERINE CLARK CHIEF OF STAFF 40.00 X 140539 0 34145 NATHANIEL COUNTS CHIEF POLICY DIRECTOR 40.00 X 141539 0 24849 MEREDITH ELKINS CHIEF COMMUNICATIONS OFFICER 40.00 X 159923 0 25964 1517709 0 345002 8 0 1 0 APS AND ASSOCIATES LLC 7322 SOUTH CRANDON AVENUE UNIT 2 CHICAGO IL 60649 POLICY & PROJECT CONSULTING 690046 LINDER GLOBAL EVENTS 2150 WISCONSIN AVE NW WASHINGTON DC 20007 EVENT MANAGEMENT 597128 FORUM ONE 6140 S GUN CLUB RD K6-153 AURORA CO 80016 TECHNOLOGY SOLUTIONS 341063 3 6035548 6035548 27867 27867 6063415 0 0 27867 X 834251 684085 91768 58398 1276333 1045323 141173 89837 44906 36823 4940 3143 386008 316527 42461 27020 146684 120281 16135 10268 10460 10460 133965 33491 100474 7060 7060 1604943 1603227 1048 668 508926 371516 66160 71250 16312 3203 1794 11315 49689 7039 42472 178 DIRECT PROGRAM EXPENSES 783478 783478 OPERATIONS 157483 130974 16200 10309 PROGRAM DONATIONS 37141 37141 BANK FEES 9474 9474 6007113 5180168 544559 282386 918570 615264 9203 27867 141210 621030 41209 103270 339281 299534 75921 39747 1186113 1407178 290038 340778 290038 340778 X 896075 1066400 896075 1066400 1186113 1407178 X 56302 114023 X 0 1 X 1 0 X 863997 1085156 968040 5223504 6035547 14176244 863997 1085156 968040 5223504 6035547 14176244 2381417 11794827 118423 69617 36349 5595 27867 257851 14434095 0.81720 0.65580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7060 7060 6000053 6007113 450356 112589 0 0 278346 283763 428398 450356 1440863 2161295 11982 31060 22492 7060 72594 69587 70941 107100 112589 360217 540326 118224 78477 39747 221057 221057 0 39747 6063415 0 6063415 0 6063415 6006957 0 6006957 156 156 6007113 PART XII, LINE 4B - OTHER ADJUSTMENTS: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 156. X X 0 0 0 0 0 0 0 0 0 REBECCA BAGLEY PRESIDENT/CEO 325500 0 0 0 0 0 8137 0 69709 0 403346 0 0 0 PATRICK KENNEDY DIRECTOR/CHAIRMAN 325000 0 0 0 0 0 5563 0 67989 0 398552 0 0 0 KARA KUKFA CHIEF OF OPERATIONS/ASST S 183750 0 0 0 0 0 6431 0 80250 0 270431 0 0 0 MEREDITH ELKINS CHIEF COMMUNICATIONS OFFICER 159923 0 0 0 0 0 4870 0 21094 0 185887 0 0 0 KATHERINE CLARK CHIEF OF STAFF 140539 0 0 0 0 0 2488 0 31657 0 174684 0 0 0 NATHANIEL COUNTS CHIEF POLICY DIRECTOR 141539 0 0 0 0 0 3500 0 21349 0 166388 0 0 0 LAUREN FINKE POLICY DIRECTOR 140966 0 0 0 0 0 4934 0 15567 0 161467 0 0 0 VERDOLINO & LOWEY PC KEITH LOWEY, TREASURER/DIRECTOR IS THE SHAREHOLDER OF VERDOLINO & LOWEY, PC 92475 PAYMENTS TO VERDOLINO & LOWEY, P.C. FOR ACCOUNTING AND ADMINISTRATIVE SERVICES.;LISTTOTAL 90131 0 SUPPLEMENTAL INFORMATION TO FORM 990: TKF CONTINUED TO MOBILIZE STAKEHOLDERS, LEVERAGE TECHNOLOGY, AND APPLY DATA-DRIVEN POLICY SOLUTIONS TO CLOSE GAPS IN MENTAL HEALTH COVERAGE AND ACCESS - PUSHING THE NATION CLOSER TO THE 90-90-90 BY 2033 GOAL. EFFORTS TO ADVANCE THE 90-90-90 FRAMEWORK WILL CONTINUE IN 2025, INCLUDING: - ALIGNMENT FOR PROGRESS: TKF WILL CONTINUE SHEPHERDING AN INCLUSIVE MOVEMENT UNITING NONPROFITS, INDUSTRY, ADVOCATES, GOVERNMENT, AND PHILANTHROPY TO ACHIEVE THE 90-90-90 GOALS. - STATE TACTICAL PLANS: DEVELOPING GOVERNOR-LEVEL GUIDES HIGHLIGHTING POLICY LEVERS, IMPLEMENTATION TACTICS, AND MEASUREMENT FRAMEWORKS TO ADVANCE MENTAL HEALTH AND SUBSTANCE USE DISORDER (MH/SUD) OUTCOMES, ESPECIALLY FOR YOUTH. PILOT IMPLEMENTATION PLANNED IN ILLINOIS FOR 2025. - CORPORATE PLANS FOR ACTION: CREATING TACTICAL PLANS WITH MCKINSEY HEALTH INSTITUTE WITH FORTUNE 100 AND 500 COMPANIES TO EMBED MENTAL HEALTH GOALS AND INCENTIVES INTO OPERATIONS AND BENEFITS STRUCTURES. - ALIGNMENT FOR PROGRESS STAKEHOLDER CONVENINGS: HOSTING TWO CROSS-SECTOR MEETINGS TO GENERATE INNOVATION AND ALIGNMENT AROUND MH/SUD CHALLENGES AND INFORM 2033 TACTICAL PLANS. - ECONOMIC INNOVATION FOR YOUTH OUTCOMES: COLLABORATING WITH ECONOMISTS TO QUANTIFY THE LONG-TERM ECONOMIC BENEFITS OF YOUTH MENTAL HEALTH INVESTMENTS, ENABLING EVIDENCE-BASED POLICY DECISIONS AND BETTER BUDGETING. - EVIDENCE-BASED CARE FOR YOUTH WITH SERIOUS MENTAL ILLNESS: ASSISTING CLINICS IN BILLING FOR COORDINATED SPECIALTY CARE (CSC) UNDER PARITY LAWS, BEGINNING WITH TEN CLINICS AND EXPANDING NATIONWIDE AND TO OTHER CODES, HELPING TO ENSURE EVIDENCE-BASED CARE FOR THOSE WHO NEED IT MOST. - MENTAL HEALTH PARITY INDEX EXPANSION: BUILDING ON THE ILLINOIS PILOT OF THE MENTAL HEALTH PARITY INDEX TO ENABLE NATIONAL ACCESS TO PARITY DATA FROM INSURERS FOR POLICYMAKERS, INSURERS, AND PATIENTS. - TRANSPARENCY AND DATA MODERNIZATION: SUBMITTING RECOMMENDATIONS TO THE WHITE HOUSE DOMESTIC POLICY COUNCIL TO ENHANCE HEALTH INSURANCE DATA INTEGRATION AND TO REDUCE REPORTING BURDEN. - GOLD STANDARD TOOLKIT: COMPLETING AND ROLLING OUT MORE MODULES TO GUIDE STATE REGULATORS IN BEST PRACTICES FOR PARITY IMPLEMENTATION, CO-CREATED WITH THE STATE PARITY WORKGROUP. 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 11B THE FORM 990 WILL NOT BE REVIEWED BY THE BOARD PRIOR TO FILING. 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 AND TWO PRIOR YEARS (EXCLUDING NON-PUBLIC INFORMATION) 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 CONSULTING: PROGRAM SERVICE EXPENSES 1,595,407. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,595,407. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 7,820. MANAGEMENT AND GENERAL EXPENSES 1,048. FUNDRAISING EXPENSES 668. TOTAL EXPENSES 9,536. FORM 990, PART XI, LINE 9: TAX AMORTIZATION ON CAPITALIZED ORGANIZATIONAL COSTS 156. PRIOR PERIOD ADJUSTMENT 113,867. THE KENNEDY FORUM-ILLINOIS LLC 1541 N WELLS STREET 2ND FL CHICAGO IL 60610 IMPROVE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION DE 374446 150253 MENTAL HEALTH LEADERSHIP INITIATIVE INC