Totals
- Total revenue
- $8,998,133
- Total expenses
- $8,856,653
- Contributions and grants received
- $8,716,591
- Grants paid
- $0
- Program service revenue
- $248,397
- Investment income
- $323
- Other revenue
- $32,822
- Total assets, end of year
- $1,935,130
- Total liabilities, end of year
- $63,133
- Net assets or fund balances, end of year
- $1,871,997
- Program services expenses (Part IX)
- $7,971,042
- Management and general expenses
- $885,611
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,971,042
Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$1,917
-
1e · Government grants (contributions)
$8,011,091
-
1f · All other contributions, gifts and grants
$703,583
-
2a · Program service revenue: SERVICE FEES
total $248,397 · related or exempt $248,397
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $323 · excluded $323
-
6a · Gross rents
real property $31,902
-
6c · Rental income or loss
real property $31,902 · personal property $0
-
6d · Net rental income or loss
total $31,902 · excluded $31,902
-
7c · Gain or loss
securities $0 · other assets $0
-
11a · Other revenue: MISCELLANEOUS INCOME
total $920 · excluded $920
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$920
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $0 · program services $0 · management and general $0 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $5,448,092 · program services $4,893,854 · management and general $554,238 · fundraising $0
-
8 · Pension plan contributions
total $438,576 · program services $386,415 · management and general $52,161 · fundraising $0
-
9 · Other employee benefits
total $555,076 · program services $510,206 · management and general $44,870 · fundraising $0
-
10 · Payroll taxes
total $391,533 · program services $354,299 · management and general $37,234 · fundraising $0
-
11a · Fees: management
total $670 · program services $490 · management and general $180 · fundraising $0
-
11b · Fees: legal
total $1,503 · program services $116 · management and general $1,387 · fundraising $0
-
11c · Fees: accounting
total $26,030 · program services $10,938 · management and general $15,092 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $456,966 · program services $399,862 · management and general $57,104 · fundraising $0
-
12 · Advertising and promotion
total $6,290 · program services $4,375 · management and general $1,915 · fundraising $0
-
13 · Office expenses
total $26,047 · program services $20,062 · management and general $5,985 · fundraising $0
-
14 · Information technology
total $87,064 · program services $71,337 · management and general $15,727 · fundraising $0
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $825,177 · program services $806,668 · management and general $18,509 · fundraising $0
-
17 · Travel
total $39,990 · program services $39,264 · management and general $726 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $0 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $107,319 · program services $99,270 · management and general $8,049 · fundraising $0
-
23 · Insurance
total $41,804 · program services $39,865 · management and general $1,939 · fundraising $0
-
24a · Other expenses: MISCELLANEOUS EXPENSES
total $18,080 · program services $10,776 · management and general $7,304
-
24b · Other expenses: STAFF EXPENSES
total $85,314 · program services $66,906 · management and general $18,408
-
24c · Other expenses: COMMUNICATIONS
total $45,672 · program services $42,972 · management and general $2,700
-
24d · Other expenses: PROGRAM ASSISTANCE
total $201,127 · program services $183,130 · management and general $17,997
-
24e · All other expenses
total $54,323 · program services $30,237 · management and general $24,086 · fundraising $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $10,684 · end of year $11,007
-
4 · Accounts receivable
beginning of year $1,397,848 · end of year $1,461,891
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $14,022 · end of year $14,022
-
10a · Land, buildings and equipment: cost or other basis
$3,105,292
-
10b · Land, buildings and equipment: accumulated depreciation
$2,662,958
-
10c · Land, buildings and equipment, net
beginning of year $519,833 · end of year $442,334
-
12 · Investments: other securities
beginning of year $5,703 · end of year $5,876
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $55,368 · end of year $57,382
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $5,751 · end of year $5,751
-
27 · Net assets without donor restrictions
beginning of year $3,215,760 · end of year $2,728,547
-
28 · Net assets with donor restrictions
beginning of year -$1,328,789 · end of year -$856,550
Mission and programs · 2024
Mission
KENNEDY INSTITUTE'S MISSION IS TO LEAD THROUGH INNOVATION SO PEOPLE WITH DISABILITIES LIVE WITH FREEDOM, DIGNITY, AND DISTINCTION. AS A SOCIAL CONCERNS AGENCY OF THE ARCHDIOCESE OF WASHINGTON, OUR CORE PURPOSE IS TO PROVIDE CRITICAL SERVICES THAT BRING ABOUT POSITIVE CHANGE IN THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR COMMUNITIES. FOUNDED WITH ROMAN CATHOLIC VALUES, OUR SERVICES REFLECT THE CHURCH'S RESPECT FOR THE SACRED CHARACTER OF EVERY HUMAN LIFE, FROM CONCEPTION TO NATURAL DEATH. OUR MISSION AND VALUES GROUND OUR LIFESPAN SERVICES ACROSS OUR PRIMARY PROGRAM AREAS: EARLY CHILDHOOD INTERVENTION, EDUCATION, CAREER DEVELOPMENT AND EMPLOYMENT, AND FAMILY SUPPORTS.
Activities or mission (Part I)
KENNEDY INSTITUTE'S MISSION IS TO LEAD THROUGH INNOVATION SO PEOPLE WITH DISABILITIES LIVE WITH FREEDOM, DIGNITY, AND DISTINCTION.
-
THE ORGANIZATION PROVIDED EDUCATION AND EARLY DEVELOPMENT SERVICES FOR CHILDREN WITH DEVELOPMENT DISABILITIES, AND OTHER SERVICES TO AND FOR PERSONS WITH DEVELOPMENT DISABILITIES.
Expenses $7,971,042 · Revenue $248,397
As filed on the 2024 return.
Listed in Part VII
-
Mr Bishop Evelio Menjivar-Ayala
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr Clark Pastrick
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr Dave DiLuigi
Chairman
- Total calculated
- $0
- Hours/week
- 0.3 + 2.7 related
-
Mr Eddie Quinn
Director as of 7/1/24
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr Geoff Gonella
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr Gregory Proctor
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr John Shooshan
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr John Veihmeyer
Chair-Emeritus
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr Mark Lee
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr Michael Williams
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Ms Caitlin Chalke
Vice Chairman
- Total calculated
- $0
- Hours/week
- 0.3 + 2.7 related
-
Ms Elizabeth Hewlett
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Ms Elizabeth Meers
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Ms Kristen Hohman
Director as of 7/1/24
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Ms Stefanie Morgan-Davis
Director
- Total calculated
- $0
- Hours/week
- 0.3 + 1.7 related
-
Mr James J Malloy
President & CEO
- Total calculated
- $438,053
- From this org
- $0
- From related orgs
- $405,538
- Other
- $32,515
- Hours/week
- 2.7 + 37.3 related
Schedule J breakdown matched by us
- Base
- $0 + $405,538 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,443 related
- Nontaxable benefits
- $0 + $72 related
- Filer's total
- $0 + $438,053 related
-
Mr Matthew Putu
Executive Director - Dev. Dis. Services
- Total calculated
- $190,843
- From this org
- $0
- From related orgs
- $147,232
- Other
- $43,611
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $147,232 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $22,269 related
- Nontaxable benefits
- $0 + $21,342 related
- Filer's total
- $0 + $190,843 related
-
Mr Patrick Dunne
Chief Operating Officer
- Total calculated
- $361,142
- From this org
- $0
- From related orgs
- $330,518
- Other
- $30,624
- Hours/week
- 2.7 + 37.3 related
Schedule J breakdown matched by us
- Base
- $0 + $330,518 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $26,582 related
- Nontaxable benefits
- $0 + $4,042 related
- Filer's total
- $0 + $361,142 related
-
Ms Elizabeth R Gorman
Chief Development Officer
- Total calculated
- $205,535
- From this org
- $0
- From related orgs
- $189,810
- Other
- $15,725
- Hours/week
- 2.7 + 37.3 related
Schedule J breakdown matched by us
- Base
- $0 + $189,810 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,187 related
- Nontaxable benefits
- $0 + $538 related
- Filer's total
- $0 + $205,535 related
-
Ms Joan Fowler-Brown
Chief of Staff
- Total calculated
- $182,002
- From this org
- $0
- From related orgs
- $134,250
- Other
- $47,752
- Hours/week
- 2.7 + 37.3 related
Schedule J breakdown matched by us
- Base
- $0 + $134,250 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $26,551 related
- Nontaxable benefits
- $0 + $21,201 related
- Filer's total
- $0 + $182,002 related
-
Ms Mary Jane Morrow
Chief Financial Officer
- Total calculated
- $235,013
- From this org
- $0
- From related orgs
- $208,550
- Other
- $26,463
- Hours/week
- 2.7 + 37.3 related
Schedule J breakdown matched by us
- Base
- $0 + $208,550 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $16,898 related
- Nontaxable benefits
- $0 + $9,565 related
- Filer's total
- $0 + $235,013 related
-
Ms Denise A Capaci
Deputy Chief Operating Officer
- Total calculated
- $245,250
- From this org
- $0
- From related orgs
- $197,776
- Other
- $47,474
- Hours/week
- 7 + 33 related
Schedule J breakdown matched by us
- Base
- $0 + $197,776 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $31,378 related
- Nontaxable benefits
- $0 + $16,096 related
- Filer's total
- $0 + $245,250 related
-
Mr Jarlath Finn
Executive Director - IT
- Total calculated
- $209,704
- From this org
- $0
- From related orgs
- $155,635
- Other
- $54,069
- Hours/week
- 3.6 + 36.4 related
Schedule J breakdown matched by us
- Base
- $0 + $155,635 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $28,601 related
- Nontaxable benefits
- $0 + $25,468 related
- Filer's total
- $0 + $209,704 related
-
Mr Reginald Gregory
Exec. Director of Finance/Controller
- Total calculated
- $225,862
- From this org
- $0
- From related orgs
- $181,638
- Other
- $44,224
- Hours/week
- 3.6 + 36.4 related
Schedule J breakdown matched by us
- Base
- $0 + $181,638 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $29,836 related
- Nontaxable benefits
- $0 + $14,388 related
- Filer's total
- $0 + $225,862 related
-
Mr Sean Wood
Deputy Director - Development
- Total calculated
- $190,145
- From this org
- $0
- From related orgs
- $166,693
- Other
- $23,452
- Hours/week
- 3.6 + 36.4 related
Schedule J breakdown matched by us
- Base
- $0 + $166,693 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,509 related
- Nontaxable benefits
- $0 + $9,943 related
- Filer's total
- $0 + $190,145 related
-
Ms Andrea Aleman
Director/Assistant Controller
- Total calculated
- $167,545
- From this org
- $0
- From related orgs
- $143,447
- Other
- $24,098
- Hours/week
- 3.6 + 36.4 related
Schedule J breakdown matched by us
- Base
- $0 + $143,447 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,949 related
- Nontaxable benefits
- $0 + $12,149 related
- Filer's total
- $0 + $167,545 related
-
Ms Michele A Sparks
Chief Human Resources Officer
- Total calculated
- $214,063
- From this org
- $0
- From related orgs
- $179,649
- Other
- $34,414
- Hours/week
- 3.6 + 36.4 related
Schedule J breakdown matched by us
- Base
- $0 + $179,649 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $29,733 related
- Nontaxable benefits
- $0 + $4,681 related
- Filer's total
- $0 + $214,063 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- ESTABLISHING COMPENSATION FOR CEO THE ORGANIZATION RELIED ON THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, A RELATED ORGANIZATION, TO APPROVE THE COMPENSATION OF THE PRESIDENT/CEO. THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORAGNIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A CEO. ANY CHANGES TO CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · ENDOWMENT · DC
Directly controlled by ADW
-
501(c)(3) · HOUSING · DC
Directly controlled by ADW
-
ANCHOR MENTAL HEALTH ASSOCIATION
501(c)(3) · SOCIAL SERV · DC
Directly controlled by ADW
-
501(c)(3) · SOCIAL SERV · DC
Directly controlled by ADW
-
501(c)(3) · HOUSING · DC
Directly controlled by ADW
-
KENNEDY HOUSING CORPORATION II
501(c)(3) · HOUSING · DC
Directly controlled by ADW
-
CATHOLIC CHARTIES OF THE ARCHDIOCESE OF WASHINGTON
501(c)(3) · SOCIAL SERV · DC
Directly controlled by ADW
-
ARCHDIOCESE OF WASHINGTON
501(c)(3) · RELIGIOUS · DC
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 April 2026
- IRS schema version
- 2024v5.1
- Source object
- 202621139349301017
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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