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← MENTAL HEALTH LEADERSHIP INITIATIVE INC

Form 990 for tax year 2023

Filed by MENTAL HEALTH LEADERSHIP INITIATIVE INC.

Totals

Total revenue
$5,229,099
Total expenses
$5,567,958
Contributions and grants received
$5,223,504
Grants paid
$0
Program service revenue
$0
Investment income
$5,595
Other revenue
$0
Total assets, end of year
$1,186,113
Total liabilities, end of year
$290,038
Net assets or fund balances, end of year
$896,075
Program services expenses (Part IX)
$4,893,307
Management and general expenses
$439,297
Fundraising expenses
$235,354
Program service expenses (Part III)
$4,893,307

Program services were 87.9% 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.

  • 1f · All other contributions, gifts and grants

    $5,223,504

  • 3 · Investment income

    total $5,595 · excluded $5,595

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $983,615 · program services $777,615 · management and general $107,600 · fundraising $98,400

  • 7 · Other salaries and wages

    total $845,003 · program services $717,803 · management and general $96,022 · fundraising $31,178

  • 8 · Pension plan contributions

    total $40,642 · program services $33,326 · management and general $4,471 · fundraising $2,845

  • 9 · Other employee benefits

    total $277,185 · program services $227,291 · management and general $30,491 · fundraising $19,403

  • 10 · Payroll taxes

    total $128,876 · program services $105,679 · management and general $14,176 · fundraising $9,021

  • 11b · Fees: legal

    total $22,988 · program services $11,494 · management and general $11,494

  • 11c · Fees: accounting

    total $110,030 · program services $55,015 · management and general $55,015

  • 11d · Fees: lobbying

    total $22,492 · program services $22,492

  • 11f · Fees: investment management

    total $5,917 · management and general $5,917

  • 11g · Fees: other

    total $904,096 · program services $876,201 · management and general $9,561 · fundraising $18,334

  • 17 · Travel

    total $314,652 · program services $258,014 · management and general $34,612 · fundraising $22,026

  • 22 · Depreciation, depletion and amortization

    total $34,492 · program services $7,328 · management and general $3,794 · fundraising $23,370

  • 23 · Insurance

    total $52,898 · program services $9,066 · management and general $43,480 · fundraising $352

  • 24a · Other expenses: DIRECT PROGRAM EXPENSES

    total $1,642,210 · program services $1,642,210

  • 24b · Other expenses: OPERATIONS

    total $148,941 · program services $122,133 · management and general $16,383 · fundraising $10,425

  • 24c · Other expenses: PROGRAM DONATIONS

    total $27,640 · program services $27,640

  • 24d · Other expenses: BANK FEES

    total $6,281 · management and general $6,281

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $347,965 · end of year $918,570

  • 2 · Savings and temporary cash investments

    beginning of year $658,695 · end of year $9,203

  • 4 · Accounts receivable

    beginning of year $347,750 · end of year $141,210

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,464 · end of year $41,209

  • 10a · Land, buildings and equipment: cost or other basis

    $373,721

  • 10b · Land, buildings and equipment: accumulated depreciation

    $297,800

  • 10c · Land, buildings and equipment, net

    beginning of year $45,069 · end of year $75,921

  • 13 · Investments: program-related

    beginning of year $5,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $251,806 · end of year $290,038

  • 27 · Net assets without donor restrictions

    beginning of year $1,203,137 · end of year $896,075

Mission and programs · 2023

Mission

FORMED IN 2014, MENTAL HEALTH LEADERSHIP INITIATIVE, INC. (MHLI) - DBA "THE KENNEDY FORUM" - WAS FOUNDED TO ADVANCE EVIDENCE-BASED PRACTICES, POLICIES, AND PROGRAMMING FOR THE TREATMENT OF MENTAL HEALTH AND ADDICTION; UNITE ADVOCATES, BUSINESS LEADERS, AND GOVERNMENT AGENCIES IN DEVELOPING AN INTEGRATED SYSTEM OF CARE; AND ADVOCATE FOR THOSE LIVING WITH MENTAL HEALTH AND SUBSTANCE USE CHALLENGES.THE KENNEDY FORUM SEEKS TO IMPROVE THE U.S. HEALTH CARE SYSTEM BY: - PUSHING FOR FULL IMPLEMENTATION AND ENFORCEMENT OF THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008. - IDENTIFYING AND ADVANCING STANDARDIZED CLINICAL PRACTICES AND EVIDENCE-BASED MEASUREMENT TOOLS THAT WILL IMPROVE PATIENT CARE AND OUTCOMES. - UTILIZING SOCIAL DETERMINANTS OF HEALTH, PROMOTING INNOVATIVE CARE MODELS AND BETTER COORDINATION OF SERVICES.

Activities or mission (Part I)

SEE PAGE 2, PART III, LINE 1.

  • PARTNERSHIPS: KENNEDY FORUM ILLINOIS - THE KENNEDY FORUM ILLINOIS LLC (TKFI), FORMALIZED IN 2016, IS A SINGLE MEMBER LLC (A DISREGARDED ENTITY FOR TAX PURPOSES) OF MHLI.FOUNDED BY ILLINOIS CIVIC LEADERS AND PATRICK J. KENNEDY, TKFI WORKS TO ADVANCE THE KENNEDY FORUM MISSION IN ILLINOIS. PRIORITIES INCLUDE FIGHTING STIGMA AND DISCRIMINATION THROUGH HIGH-IMPACT COMMUNCIATIONS; (CONTINUED ON SCH O)(CONTINUED FROM 990 PAGE 2 - PARTNERSHIPS)ENHANCING THE UNDERSTANDING OF MENTAL HEALTH DISORDERS AMONG THE GENERAL PUBLIC THROUGH TARGETED OUTREACH AND EDUCATION; AND DEVELOPING STRONG STATE POLICY RESPONSES TO MHSUD PARITY AND EQUITY WITH THE ULTIMATE GOAL OF HAVING ILLINOIS SERVE AS A MODEL PARITY STATE.SPECIFIC INITIATIVES ACHIEVED IN 2023 INCLUDE: -TKF LED INITIATIVES TO FOCUS ON THE PASSING OF THE HEALTHCARE PROTECTION ACT IN ILLINOIS, SIGNED INTO LAW BY GOVERNOR J.B. PRITZKER IN JULY, 2024. THE ACT BANS HARMFUL PRACTICES LIKE STEP THERAPY, REMOVES THE NEED FOR PRIOR AUTHORIZATION FOR MENTAL HEALTHCARE CRISES, ELIMINATES JUNK INSURANCE PLANS, AND CURTAILS UNCHECKED RATE INCREASES FOR LARGE GROUP INSURANCE COMPANIES. IT ALSO EXTENDS THE BAN ON UNCHECKED INSURANCE RATE INCREASES TO LARGE GROUP PLANS IN ILLINOIS ENSURING ACCESS TO AFFORDABLE CARE. TKF ASSISTED COOK COUNTY DEPARTMENT OF BEHAVIORAL HEALTH WITH INITIAL STAGES OF A STRATEGIC PLAN. INITIALLY, TKF HELD SEVERAL MEETINGS TO MEET WITH REPRESENTATIVES OF A VARIETY OF BEHAVIORAL HEALTH STAKEHOLDERS IN COOK COUNTY AND THEN RESEARCHED AND DEVELOPED A LANDSCAPE ANALYSIS OF THE CURRENT STATE OF BEHAVIORAL HEALTH. TKF DEVELOPED A STRATEGY TO OPERATIONALIZE THE CHICAGO DEPARTMENT OF PUBLIC HEALTH'S (CDPH) COMMUNITY HEALTH HUB VISION, WHILE FOCUSING IN ON HELPING CDPH BUILD CAPACITY AND EXPAND REACH IN PARTS OF THE CITY WHERE IT IS NEED, INCLUDING LEVERAGING COMMUNITY PARTNERS, OTHER CITY AGENCY PARTNERS, CCH, AND THE STATE.TKFI RAISED $783,843 IN 2023 IN SUPPORT OF ITS INITIATIVES. THE KENNEDY FORUM'S CALIFORNIA INITIATIVE - THE KENNEDY FORUM, IN PARTNERSHIP WITH THE STEINBERG INSTITUTE, MADE SUBSTANTIAL PROGRESS TOWARD IMPROVING COVERAGE OF MENTAL HEALTH AND ADDICTION TREATMENT AND INSURER COMPLIANCE WITH CALIFORNIA STATE AND FEDERAL PARITY LAWS. AFTER THE 2020 ENACTMENT OF LEGISLATION REQUIRING STATE-REGULATED COMMERCIAL HEALTH PLANS TO MAKE COVERAGE DETERMINATIONS CONSISTENT WITH GENERALLY ACCEPTED STANDARDS OF CARE, THE KENNEDY FORUM, STEINBERG INSTITUTE, AND OTHER STAKEHOLDERS WORKED WITH THE CALIFORNIA DEPARTMENT OF INSURANCE AND THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE TO ENSURE SUCCESSFUL IMPLEMENTATION OF THE LAW. IN 2023, BOTH DEPARTMENTS PUT FORWARD DRAFT REGULATIONS TO HELP IMPLEMENT THIS LEGISLATION - A SIGNIFICANT STEP FORWARD. THE KENNEDY FORUM LED EXTENSIVE COALITION LETTERS COMMENTING ON THE CALIFORNIA DEPARTMENT OF MANAGED HEALTH CARE'S (DMHC) PROPOSED FINAL REGULATIONS ON SB 855 (WIENER, 2021) THROUGHOUT FOUR COMMENT PERIODS. THE LETTERS REFLECT TWO YEARS OF ENGAGING THE DMHC TO ENSURE HEALTH PLAN COMPLIANCE WITH THE LAW SO CONSUMERS ARE ABLE TO ACCESS THE MHSUD SERVICES WHICH SB 855 REQUIRES. MUCH OF THE PROPOSED REGULATIONS INCORPORATED THE KENNEDY FORUM'S RECOMMENDATIONS.THE KENNEDY FORUM CONTINUED TO WORK WITH THE STEINBERG INSTITUTE AND OTHER ADVOCATES ON THE IMPLEMENTATION OF LEGISLATION TO SUCESSFULLY IMPLEMENT 988, THE NEW NATIONWIDE MENTAL HEALTH CRISIS AND SUICIDE PREVENTION LIFELINE IN CALIFORNIA. THIS LEGISLATION PASSED THE ASSEMBLY IN 2021. THE IMPLEMENTATION OF THIS LEGISLATION CONTINUED THROUGH ENGAGEMENT WITH STATE DEPARTMENTS AND AGENCIES CONTINUED THROUGH 2023, INCLUDING THE CALIFORNIA HEALTH AND HUMAN SERVICES AGENCY, WHO LAUNCHED ITS STATE 988 ADVISORY GROUP WHICH THE KENNEDY FORUM ENGAGED THROUGHOUT 2023. THE REPORT IS DUE TO THE STATE LEGISLATURE BY END OF 2024. ADDITIONALLY, IN 2023, THE KENNEDY FORUM CONTINUED TO LEAD CALIFORNIA PARTNERS IN WORKING TO MORE EFFECTIVELY INTEGRATE MENTAL HEALTH AND ADDICTION PARITY REVIEWS INTO ONGOING BEHAVIORAL HEALTH INVESTIGATIONS BEING CONDUCTED BY THE DEPARTMENT OF MANAGED HEALTH CARE. THE KENNEDY FORUM CONTINUED ITS ADVOCACY ON THE BEHAVIORAL HEALTH INVESTIGATIONS IN 2023 BY ENGAGING BOTH REGULATORY EFFORTS ON HEALTH PLAN REPORTING AND DATA COLLECTION FOR PLANS SURVEYED IN 2023. THE KENNEDY FORUM ALSO LED A LETTER COMMENTING ON THE DEPARTMENT'S PROPOSED NQTL COMPARATIVE ANALYSIS TEMPLATE, ENCOURAGING DMHC TO ADOPT COMPREHENSIVE TEMPLATES LIKE THOSE USED IN OR, NY, IL, AND OH TO REVIEW PLAN COMPLIANCE WITH STATE AND FEDERAL PARITY LAWS AND TO INCORPORATE THESE TEMPLATES INTO ITS SPECIAL BEHAVIORAL HEALTH INVESTIGATIONS.IN OCTOBER 2023, THE KENNEDY FORUM PLAYED AN INTEGRAL ROLE IN PLANNING, EXECUTING, AND TESTIFYING ON HEALTH PLAN COMPLIANCE WITH STATE AND FEDERAL PARITY LAWS AND REGULATOR ACTION AROUND COMPLIANCE DURING A SENATE SELECT COMMITTEE ON MENTAL HEALTH AND ADDICTION HEARING ON THE CALIFORNIA MENTAL HEALTH CRISIS. THE HEARING RESULTED IN A DETAILED LETTER FROM THE LEGISLATURE INVESTIGATING REGULATOR ACTIONS TO ENSURE PARITY COMPLIANCE OF STATE REGUATED HEALTH PLANS.THE KENNEDY FORUM ALSO SERVED AS AN EXPERT WITNESS ON INSURANCE COVERAGE FOR THE CALIFORNIA SENATE'S FENTANYL WORKING GROUP, TESTIFYING AND SUBMITTING POLICY RECOMMENDATIONS ON INSURANCE COVERAGE AND POLICY RECOMMENDATIONS TO REDUCE FENTANYL HARMS.ALSO IN 2023, ALONGSIDE THE NATIONAL UNION OF HEALTHCARE WORKERS, THE KENNEDY FORUM SUBMITTED COMMENTS ON DMHC'S PROPOSED ALL-PLAN LETTER REGARDING STANDARDS FOR PROVIDER FOLLOW-UP APPOINTMENT STANDARDS.2023 POLICY ACCOMPLISHMENTS INCLUDE: - CONVENING LEADERSHIP: KSCMHE HOSTED A FIVE-PART VIRTUAL ROUNDTABLE WEBINAR SERIES ENTITLED CRIMINAL JUSTICE AND EQUITY: BRIDGING THE GAPS. THIS SERIES HOSTED OVER A HUNDRED EXPERTS AND STAKEHOLDERS WITH FOCUS AREAS OF POLICY IMPLEMENTATION AND DATA USE; BEHAVIORAL HEALTH EQUITY AND INCARCERATION; TRAUMA INFORMED SYSTEMS FOR JUSTICE INVOLVED POPULATIONS; RE-ENTRY PROGRAMS AND REDUCING RECIDIVISM; AND HOUSING ACCESS AND ENVIRONMENTAL SUPPORT SYSTEMS. THESE ROUNDTABLES RESULTED IN RECOMMENDATIONS PUBLISHED ON THE KSCMHE WEBSITE ALONG WITH ROUNDTABLE RECORDINGS FOR PUBLIC VIEWING. - THE KENNEDY FORUM'S YOUTH, SCHOOL AND FAMILY MENTAL HEALTH PARTNERSHIP EFFORTS: THE KENNEDY FORUM LED A COALITION OF STAKEHOLDERS, INCLUDING THE AMERICAN PSYCHOLOGICAL ASSOCIATION, INSEPARABLE, AND MENTAL HEALTH AMERICA TO DEVELOP A POLICY ACTION PLAN ALONGSIDE THE NATIONAL GOVERNOR'S ASSOCIATION AS PART OF THEIR 2022-2023 YOUTH MENTAL HEALTH CHAIR'S INITIATIVE WHICH LED TO THE CREATION OF "STRENGTHENING YOUTH MENTAL HEALTH: A GOVERNOR'S PLAYBOOK." THE KENNEDY FORUM ADDITIONALLY ADVISED THE NATIONAL GOVERNOR'S ASSOCIATION AND NEW JERSEY FIRST LADY ON ITS MATERNAL MENTAL HEALTH WORK.THE KENNEDY FORUM WORKED WITH UNIVERSITY OF CALIFORNIA AND BERKELEY RESEARCHERS TO CREATE "A ROADMAP TO IMPROVE BEHAVIORAL HEALTH AMONG FAMILIES: AN EXAMINATION OF THE SOCIAL DETERMINANTS OF HEALTH THAT INFLUENCE BEHAVIORAL HEALTH OUTCOMES AND PRACTICES TO ADDRESS THEM."THE KENNEDY FORUM LAUNCHED ITS SCHOOL-BASED MENTAL HEALTH INDUSTRY COUNCIL IN 2023, A COUNCIL OF INDUSTRY LEADERS FOCUSED ON THE SUSTAINABLE FINANCING OF SCHOOL-BASED SERVICES. THIS THREE-YEAR COUNCIL WILL CONTRIBUTE EXPERTISE TOWARDS MEASURING THE DATA-DRIVEN IMPACT OF SCHOOL-BASED MENTAL HEALTH SERVICES INCLUDING THROUGH RESEARCH, WHITE PAPERS, AND PRESENTATIONS LINKING THE KENNEDY FORUM'S POLICY RECOMMENDATIONS ON SCHOOL-MENTAL HEALTH TO A SUSTAINABLE STATE-WIDE SYSTEM OF FINANCING SCHOOL-MENTAL HEALTH SERVICES.

    Expenses $2,417,555

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,323,247

  • PARITY IMPLEMENTATION AND IMPROVING MENTAL HEALTH AND ADDICTION COVERAGE:THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008 (MHPAEA OR PARITY LAW) PROMISED EQUITY IN THE INSURANCE COVERAGE OF MENTAL HEALTH AND ADDICTION TREATMENT, BUT YEARS LATER THE LAW IS STILL NOT PROPERLY ENFORCED AND MANY AMERICANS CONTINUE TO BE DENIED CARE.(CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 2 - PARITY IMPLEMENTATION AND EDUCATION)IN 2023, THE KENNEDY FORUM CONTINUED WORKING WITH POLICYMAKERS AND REGULATORS TO FULLY ENFORCE THE PARITY LAW; AND WORKED TO PROMOTE EDUCATION OF PARITY AND RIGHT OF APPEALS. THE KENNEDY FORUM ALSO WORKED WITH LAWMAKERS ON LEGISLATION TO STRENGTHEN FEDERAL REGULATORS' POWERS TO ENFORCE THE PARITY LAW AND TO EXPAND THE PARITY ACT'S RULES TO ADDITIONAL TYPES OF HEALTH COVERAGE, INCLUDING MEDICARE.THE KENNEDY FORUM LED COMMENTS TO THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, EMPLOYEE BENEFITS SECURITY ADMINISTRATION, AND THE INTERNAL REVENUE SERVICE'S PROPOSED RULE, REQUIREMENTS RELATED TO THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT ("2023 PROPOSED RULE"). THREE LETTERS IN TOTAL, INCLUDING AN MHLG LETTER SIGNED BY 60 ORGANIZATIONS, A LETTER ON TECHNICAL COMMENTS SIGNED BY 15 ORGANIZATIONS, AND OUR OWN COMMENT LETTER ON THE TECHNICAL RELEASE.THE KENNEDY FORUM ALSO LED COMMENTS ALONG WITH 26 OTHER ADVOCACY ORGANIZATIONS TO THE CENTER FOR MEDICAID AND CHIP SERVICES' (CMCS) REQUEST FOR COMMENTS ON PROCESSES FOR ASSESSING COMPLIANCE WITH MENTAL HEALTH PARITY AND ADDICTION EQUITY IN MEDICAID AND THE CHILDREN'S HEALTH INSURANCE PROGRAM.IN 2023, THE KENNEDY FORUM CONTINUED WORK TO IMPROVE HEALTH INSURANCE COVERAGE OF MENTAL HEALTH AND SUBSTANCE USE DISORDER EMERGENCY ("CRISIS") SERVICES. THESE SERVICES ARE OFTEN NOT COVERED, DESPITE COVERAGE OF PHYSICAL HEALTH EMERGENCY SERVICES. AS PART OF THIS INITIATIVE, THE KENNEDY FORUM SOCIALIZED AND PROVIDED TECHNICAL ASSISTANCE ON A LATE 2022 REPORT "ENSURING COVERAGE OF BEHAVIORAL HEALTH EMERGENCY SERVICES" THAT DISCUSSED WHY THESE SERVICES ARE SO IMPORTANT, WHAT STATE AND FEDERAL LAWS GOVERN COVERAGE, AND OPPORTUNITIES TO INCREASE ACCESS.THE KENNEDY FORUM CONTINUED TO SUPPORT AND AUGMENT PARITY TRACK, A CUSTOM WEBSITE PLATFORM, THAT LOOKS AT IMPLEMENTATION ACTIVITIES THROUGH THE LENSES OF LEGISLATION, REGULATION, AND LITIGATION. EACH STATE'S PROGRESS IS VISUALIZED ON THE WEBSITE, AND MODEL LEGISLATION WAS DEVELOPED TO AID STATE POLICYMAKERS AND ADVOCATES. THE KENNEDY FORUM CONTINUED TO SUPPORT PARITYREGISTRY.ORG, A WEBSITE WHERE INDIVIDUALS CAN LEARN TO FILE APPEALS FOR UNLAWFUL DENIALS OF MENTAL HEALTH AND ADDICTION TREATMENT COVERAGE; REGISTER COMPLAINTS AGAINST THEIR HEALTH PLANS; FIND CONTACT INFO FOR CONSUMER ADVOCATES, HEALTH PLANS, AND STATE AND FEDERAL REGULATORS; AND MORE. DATA FROM THE SITE IS USED TO HELP SHAPE POLICY RECOMMENDATIONS AND INFLUENCE FUTURE LEGISLATION. IN 2018, THE KENNEDY FORUM CREATED A CONSUMER AND PROVIDER FACING COMMUNICATIONS CAMPAIGN AND WEBSITE-DONTDENYME.ORG-IN RECOGNITION OF THE 10TH ANNIVERSARY OF THE MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT (MHPAEA) OF 2008. IN 2022, THIS CAMPAIGN CONTINUED TO EDUCATE CONSUMERS, PROVIDERS, AND ADVOCATES ABOUT PATIENT RIGHTS UNDER THE FEDERAL PARITY LAW AND CONNECT THEM WITH ESSENTIAL APPEALS GUIDANCE AND RESOURCES (THROUGH PARITYREGISTRY.ORG). CONSUMERS CAN DOWNLOAD HELPFUL FACT SHEETS AND INFOGRAPHICS. PROVIDERS CAN DOWNLOAD PRINT-READY BROCHURES AND POSTERS FOR THEIR OFFICES TO HELP INFORM PATIENTS OF PARITY RIGHTS AND DO THEIR PART TO STOP DISCRIMINATORY INSURANCE DENIALS FOR MENTAL HEALTH AND ADDICTION CARE. ADVOCATES CAN DOWNLOAD A LETTER TEMPLATE TO EDUCATE EMPLOYERS ABOUT THEIR OBLIGATIONS REGARDING HEALTH PLANS. UNIONS CAN DOWNLOAD AN ISSUE BRIEF EXPLAINING HOW TO PROTECT THE RIGHTS OF THEIR MEMBERS. ALIGNMENT FOR PROGRESS: IN THE FALL OF 2023, THE KENNEDY FORUM LAUNCHED ITS ALIGNMENT FOR PROGRESS, A STRATEGIC INITIATIVE AIMED AT FOSTERING COLLABORATIVE ACTION AND FACILITATING A NATIONAL DIALOGUE ON MENTAL HEALTH AND SUBSTANCE USE, AIMED AT BRINGING TOGETHER DIVERSE VOICES AND EXPERTISE, RECOGNIZING THE NEED FOR ATTENTION TO A RANGE OF AREAS TO ENSURE THAT PEOPLE WITH MENTAL HEALTH AND SUBSTANCE USE CONDITIONS CAN THRIVE. THE KENNEDY FORUM LAUNCHED THIS INTITIATIVE AT ITS FIRST ANNUAL ALIGNMENT FOR PROGRESS CONFERENCE, WHICH THE ORGANIZATION INTRODUCED NORTH STAR GOALS INCLUDING THE FOLLOWING MOVEMENT METRICS. -90% OF INDIVIDUALS BEING SCREENED FOR MENTAL HEALTH CONDITIONS OR SUBSTANCE USE DISORDERS; -90% RECEIVING THE EVIDENCE-BASED SERVICES AND SUPPORTS THEY NEED, AND, -90% OF THOSE TREATED BEING ABLE TO MANAGE THEIR SYMPTOMS AND ACHIEVE RECOVERY.THE ALIGNMENT FOR PROGRESS CALLED FOR KEY PARTNERSHIPS FROM ACROSS THE MENTAL HEALTH AND SUBSTANCE USE DISORDER LANDSCAPE AND TARGETED ADVOCACY EFFORTS TO INFLUENCE POLICY AND PUBLIC PERCEPTION, WITH THE AIM OF BRINGING CLOSER THE FUTURE WHERE MENTAL ILLNESS AND SUBSTANCE USE IS PREVENTED WHEN POSSIBLE AND, WHEN NOT, TREATED, EFFECTIVELY AND EQUALLY FOR ALL PATIENTS. A FUTURE WHERE RECOVERY IS AS CELEBRATED AS REMISSION, AND WHERE THERAPY IS AS VALUED AS THERAPEUTICS. THE KENNEDY FORUM CALLED URGENTLY, FOR STAKEHOLDERS FROM ACROSS THE MENTAL HEALTH AND SUBSTANCE USE LANDSCAPE TO JOIN US. A SERIES OF GATHERINGS AND EVENTS, INCLUDING OUR ALIGNMENT FOR PROGRESS CONFERENCE, SERVE AS IMPORTANT LAUNCHING POINTS FOR CONVERSATION AND COLLABORATION, AND ENSURE CONSISTENCY, ACCOUNTABILITY, AND CONSTANT REFINEMENT OF THAT GUIDE. MANY PARTNER ORGANIZATIONS HAVE JOINED THE ALIGNMENT FOR PROGRESS MOVEMENT BY SUBMITTING A COMMITMENT: NATIONAL ASSOCIATION OF COUNTY BEHAVIORAL HEALTH & DEVELOPMENTAL DISABILITY DIRECTORS; LEGAL ACTION CENTER; THE CARTER CENTER; AMERICAN SOCIETY OF ADDICTION MEDICINE; NAMI; WELL BEING TRUST; MENTAL HEALTH AMERICA; PARITY IMPLEMENTATION COALITION; NATIONAL COUNCIL FOR BEHAVIORAL HEALTH; SHATTERPROOF; FACES AND VOICES OF RECOVERY; AMERICAN PSYCHIATRIC ASSOCIATION; SCATTERGOOD FOUNDATION; FACING ADDICTION; PEG'S FOUNDATION; NATIONAL ASSOCIATION FOR BEHAVIORAL HEALTHCARE; KENNEDY-SATCHER CENTER FOR MENTAL HEALTH EQUITY; CENTER ON ADDICTION; PARTNERSHIP FOR DRUG-FREE KIDS; AMERICAN PSYCHOLOGICAL ASSOCIATION; INTERNATIONAL BIPOLAR FOUNDATION; PROJECT HEAL; DEPRESSION AND BIPOLAR SUPPORT ALLIANCE; FOUNTAIN HOUSE; AMERICAN FOUNDATION FOR SUICIDE PREVENTION; FOUNTAIN HOUSE; COMMUNITY CATALYST; AMERICAN MENTAL WELLNESS ASSOCIATION; AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY; AND TREATMENT ADVOCACY CENTER.ALSO IN THE FALL OF 2023, THE KENNEDY FORUM RELEASED A COMPREHENSIVE LONG-TERM POLICY GUIDE-A LITERAL ROADMAP FOR GOVERNMENT AGENCIES AND THE LEADERS WITHIN THEM-THAT DEFINES THE KENNEDY FORUM'S COLLECTIVE PATH FORWARD OVER THE NEXT SEVERAL YEARS. THE NATIONAL STRATEGY EXISTS AS ONE ELEMENT OF THE ALIGNMENT FOR PROGRESS MOVEMENT. THE STRATEGY INCLUDES OVER 200 POLICY ACTION ITEMS THAT SERVE AS A GUIDEPOST FOR FEDERAL POLICYMAKERS AND AGENCIES LOOKING FOR CONCRETE, ACTIONABLE, AND SCALABLE RECOMMENDATIONS TO IMPROVE OUR MENTAL HEALTH AND SUBSTANCE USE SYSTEMS. IT IS THE FIRST-OF-ITS-KIND, COMPREHENSIVE SET OF POLICY RECOMMENDATIONS FOR FEDERAL POLICYMAKERS.EACH MONTH, THE KENNEDY FORUM CONTINUES TO PREPARE AND DISTRIBUTE A SOCIAL MEDIA TOOLKIT FOR PARTNERS DEVELOPED AROUND VARIOUS HOLIDAYS AND/OR OBSERVANCES-IN ORDER TO ENCOURAGE TIMELY DON'T DENY ME PROMOTIONS WITH FOLLOWERS, MEMBERS, AND SUPPORTERS. THE DON'T DENY ME CAMPAIGN HAS BEEN FEATURED IN MANY MAJOR NEWS OUTLETS, INCLUDING USA TODAY, THE WASHINGTON POST, U.S. NEWS & WORLD REPORT, CNN, AND MORE.THE KENNEDY FORUM CONTINUED TO CONVENE THE STATE PARITY LEGISLATIVE AND REGULATORY COMPLIANCE WORKGROUP, AS PART OF ITS EFFORTS TO IMPROVE STATES' ENFORCEMENT OF THE FEDERAL MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT AND RELATED STATE-BASED LAWS. MORE THAN 200 NATIONAL AND STATE ADVOCATES ACROSS THE COUNTRY PARTICIPATE. ON A MONTHLY BASIS, WORKGROUP MEMBERS SHARE INFORMATION AND BEST PRACTICES TO FURTHER EFFORTS IN THEIR STATES. AS PART OF ITS STATE-BASED EFFORTS TO ENFORCE PARITY AND IMPROVE ACCESS TO CARE, THE KENNEDY FORUM HAS DEVELOPED MODEL STATE LEGISLATION. ITS REQUIREMENTS HAVE BEEN PUT IN PLACE IN NEARLY HALF OF ALL STATES. TO IMPROVE HEALTH PLANS' PARITY COMPLIANCE REPORTING, THE KENNEDY FORUM'S JIM RAMSTAD MODEL STATE LEGISLATION TO ADVANCE MENTAL HEALTH AND ADDICTION EQUITY, REQUIRES COMPLIANCE WITH GENERALLY ACCEPTED STANDARDS OF CARE WHICH HAS BEEN ENDORSED BY 40 OTHER ORGANIZATIONS.

    Expenses $1,152,505

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Patrick Kennedy

    DIRECTOR/CHAIRMAN

    Total calculated
    $360,771
    From this org
    $300,000
    From related orgs
    $0
    Other
    $60,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $0
    Other
    $0
    Deferred
    $5,250
    Nontaxable benefits
    $55,521
    Filer's total
    $360,771
  • Keith Lowey

    TREASURER/DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Allan Fox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • John Graham

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1
  • Kara Kukfa

    CHIEF OF OPERATIONS/ASST S

    Total calculated
    $254,240
    From this org
    $184,000
    From related orgs
    $0
    Other
    $70,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,000
    Bonus
    $0
    Other
    $0
    Deferred
    $6,125
    Nontaxable benefits
    $64,115
    Filer's total
    $254,240
  • Rebecca Bagley

    PRESIDENT/CEO

    Total calculated
    $381,779
    From this org
    $325,000
    From related orgs
    $0
    Other
    $56,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,000
    Bonus
    $0
    Other
    $0
    Deferred
    $6,200
    Nontaxable benefits
    $50,579
    Filer's total
    $381,779
  • David Lloyd

    CHIEF POLICY OFFICER

    Total calculated
    $180,727
    From this org
    $174,615
    From related orgs
    $0
    Other
    $6,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,615
    Bonus
    $0
    Other
    $0
    Deferred
    $6,112
    Nontaxable benefits
    $0
    Filer's total
    $180,727
  • Lauren Finke

    POLICY DIRECTOR

    Total calculated
    $156,793
    From this org
    $140,000
    From related orgs
    $0
    Other
    $16,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,000
    Bonus
    $0
    Other
    $0
    Deferred
    $4,375
    Nontaxable benefits
    $12,418
    Filer's total
    $156,793

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

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • THE KENNEDY FORUM-ILLINOIS LLC

    IMPROVE LIVES OF ALL INDIVIDUALS LIVING WITH MENTAL ILLNESS AND ADDICTION · DE · income $753,069 · assets $188,232

    Directly controlled by MENTAL HEALTH LEADERSHIP INITIATIVE INC

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349321383

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