NonprofitsMental Health Leadership Initiative Inc

Mental Health & Crisis Intervention

Mental Health Leadership Initiative Inc

FOXBORO, MA

Total revenue

$6.1M

Total expenses

$6.0M

Net assets

$1.1M

Grants received

$1.7M

34 grants

EIN

465714524

Tax year

2024

Mission

See page 2, part iii, line 1.

Programs

2 programs

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.

Expenses: $1.5M

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.

Expenses: $1.2M

Financials

FY 2024

Revenue

Contributions & grants$6.0M
Program service revenue
Investment income$28K
Other revenue
Total revenue$6.1M

Expenses

Grants paid
Salaries & benefits$2.7M
Fundraising$282K
Other expenses$3.3M
Total expenses$6.0M
Total assets$1.4M
Net assets$1.1M

People

11 listed

NameRoleCompensation

REBECCA BAGLEY

PRESIDENT/CEO

Board

$326K

40 hrs/wk

PATRICK KENNEDY

DIRECTOR/CHAIRMAN

Board

$325K

40 hrs/wk

KARA KUKFA

CHIEF OF OPERATIONS/ASST S

Board

$184K

40 hrs/wk

ALLAN FOX

DIRECTOR

Board

0.5 hrs/wk

KEITH LOWEY

TREASURER/DIRECTOR

Board

2 hrs/wk

JOHN GRAHAM

SECRETARY

Board

0.1 hrs/wk

MEREDITH ELKINS

CHIEF COMMUNICATIONS OFFICER

Staff

$160K

40 hrs/wk

NATHANIEL COUNTS

CHIEF POLICY DIRECTOR

Staff

$142K

40 hrs/wk

LAUREN FINKE

POLICY DIRECTOR

Staff

$141K

40 hrs/wk

KATHERINE CLARK

CHIEF OF STAFF

Staff

$141K

40 hrs/wk

TRUDY AVERY

SENIOR DIRECTOR OF PROGRAM & DEVELOPMENT

Staff

$100K

40 hrs/wk

Independent contractors

APS AND ASSOCIATES LLC

POLICY & PROJECT CONSULTING

$690K

LINDER GLOBAL EVENTS

EVENT MANAGEMENT

$597K

FORUM ONE

TECHNOLOGY SOLUTIONS

$341K

Grants received

Showing 34 of 34

FromAmountPurposeYear
$150K
GENERAL OPERATING SUPPORT
2024
$89K
2025 Policy Support in Behavioral Health Policy
2024
$25K
Sponsorship of the Kennedy Forum
2024
$25K
GENERAL SUPPORT
2024
$700K
TO SUPPORT THE KENNEDY FORUM'S GENERAL OPERATIONS.
2023
$100K
OPERATIONS
2023
$100K
General Support and Program Assistance
2023
$35K
CONF. SPONSORSHIP
2023
$26K
For grant recipient's exempt purposes
2023
$25K
ADVOCACY SUPPORT
2023
$25K
Sponsorship of the Kennedy Forum
2023
$10K
TO CARRYOUT PHILANTHROPIC PURPOSE
2023
$50K
LEADER LEVEL SPONSORSHIP
2022
$15K
Advocacy Support
2022
$10K
Conf. sponsorship
2022
$5K
UNRESTRICTED
2022
$20K
DONATION
2021
$10K
Support of the Mental Health Leadership Initiative
2021
$10K
Support of the Mental Health Leadership Initiative
2021
$8K
GENERAL SUPPORT
2021
$23K
TO SUPPORT MENTAL HEALTH LEADERSHIP INITIATIVE, COLLECTIVE HEALING, AND GENERAL OPERATING SUPPORT
2020
$23K
Working Well: Innovative Strategies for Workplace
2019
$9K
For grant recipient's exempt purposes
2018
$6K
Access to mental health care
2018
$72K
GENERAL OPERATING SUPPORT
2017
$25K
COMMUNITY WELFARE
2017
$10K
HEALTH & HUMAN SERVICES
2017
$10K
General Assistance
2017
$6K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$1.7M from 22 funders · 34 grants · 2017–2024

Pivotal Philanthropies Foundation

$700K · 1 grant · 2023

The Arthur M Blank Family Foundation

$150K · 1 grant · 2024

The Chicago Community Trust

$114K · 4 grants · 2017–2021

NAMI National

$100K · 1 grant · 2023

Kpmg Us Foundation Inc

$100K · 1 grant · 2023

The Commonwealth Fund

$89K · 1 grant · 2024

Donor Advised Charitable Giving Inc

$85K · 2 grants · 2017–2022

National Council For

$70K · 2 grants · 2021–2022

Details

EIN465714524
NTEE codeF99
Subsection03
Ruling date2015-04
Formed2014
Employees27
Volunteers0
MENTAL HEALTH LEADERSHIP INITIATIVE INC — Mission, Financials & Grants Received | Grantivo