MENTAL HEALTH LEADERSHIP INITIATIVE INC C/O VERDOLINO & LOWEY PC Charity Report

Public IRS 990 nonprofit record

MENTAL HEALTH LEADERSHIP INITIATIVE INC C/O VERDOLINO & LOWEY PC

EIN 46-5714524 · Mental Health & Crisis Intervention N.E.C. (F99)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.43%of revenue went to mission work86.2% of expenses · Program services

4.66%of revenue went to fundraising4.7% of expenses

$99.07spent for every $100 of revenueRevenue covered expenses this year.

8.98%of revenue went to management and office costs9.1% of expenses

$0.23in assets for every $1 spent this yearSome assets cannot be spent right away.

99.5%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $403,346 for REBECCA BAGLEY (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$6,063,415

Mission workProgram services$5,180,16885.43% of revenue86.2% of expenses

ManagementOffice and general costs$544,5598.98% of revenue9.1% of expenses

FundraisingAsking for donations$282,3864.66% of revenue4.7% of expenses

Revenue left after expensesReported annual surplus$56,3020.93% of revenueShown in gray on the chart

Total expenses$6,007,11399.07% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.2% mission · 9.1% management · 4.7% fundraisingTotal expenses: 99.07% of revenue

2023Expense mix: 87.9% mission · 7.9% management · 4.2% fundraisingTotal expenses: 106.48% of revenue

2022Expense mix: 73.2% mission · 13.6% management · 13.2% fundraisingTotal expenses: 244.14% of revenue

2021Expense mix: 80.1% mission · 10.7% management · 9.2% fundraisingTotal expenses: 203.07% of revenue

2020Expense mix: 75.4% mission · 13.1% management · 11.5% fundraisingTotal expenses: 249.63% of revenue

2019Expense mix: 85.1% mission · 7.7% management · 7.1% fundraisingTotal expenses: 282.84% of revenue

2018Expense mix: 80.6% mission · 11.6% management · 7.8% fundraisingTotal expenses: 505.22% of revenue

2017Expense mix: 82.7% mission · 8.4% management · 8.9% fundraisingTotal expenses: 150.05% of revenue

Money in and money out

Revenue$6,063,415

Expenses$6,007,113

Annual surplus $56,302 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,180,168 · 86.2% of expenses

Management and office costs$544,559 · 9.1% of expenses

Fundraising$282,386 · 4.7% of expenses

See all reported dollar amounts

Revenue$6,063,415

Expenses$6,007,113

Assets$1,407,178

Income$6,063,415

Contributions$6,035,548

Mission work (program services)$5,180,168

Fundraising$282,386

Grants given$100,000

Average grant$100,000

Management and general$544,559

Accounting fees$133,965

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

REBECCA BAGLEYPRESIDENT/CEO · 40 hrs/week $403,346Base $325,500 · Other $77,846

PATRICK KENNEDYDIRECTOR/CHAIRMAN · 40 hrs/week $398,552Base $325,000 · Other $73,552

KARA KUKFACHIEF OF OPERATIONS/ASST S · 40 hrs/week $270,431Base $183,750 · Other $86,681

MEREDITH ELKINSCHIEF COMMUNICATIONS OFFICER · 40 hrs/week $185,887Base $159,923 · Other $25,964

KATHERINE CLARKCHIEF OF STAFF · 40 hrs/week $174,684Base $140,539 · Other $34,145

NATHANIEL COUNTSCHIEF POLICY DIRECTOR · 40 hrs/week $166,388Base $141,539 · Other $24,849

LAUREN FINKEPOLICY DIRECTOR · 40 hrs/week $161,467Base $140,966 · Other $20,501

TRUDY AVERYSENIOR DIRECTOR OF PROGRAM & DEVELOPMENT · 40 hrs/week $101,956Base $100,492 · Other $1,464

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

REBECCA BAGLEYPRESIDENT/CEO

PATRICK KENNEDYDIRECTOR/CHAIRMAN

KARA KUKFACHIEF OF OPERATIONS/ASST S

MEREDITH ELKINSCHIEF COMMUNICATIONS OFFICER

KATHERINE CLARKCHIEF OF STAFF

NATHANIEL COUNTSCHIEF POLICY DIRECTOR

LAUREN FINKEPOLICY DIRECTOR

TRUDY AVERYSENIOR DIRECTOR OF PROGRAM & DEVELOPMENT

ALLAN FOXDIRECTOR

JOHN GRAHAMSECRETARY

KEITH LOWEYTREASURER/DIRECTOR

About this charity

Recognized since: January 2015
Location: 124 WASHINGTON ST STE 101, FOXBORO, MA 02035-1368
County: Norfolk
In care of: KEITH D LOWEY
Primary officer: KEITH D LOWEY, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(732) 290-4255 Officer phone(508) 543-1720

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: VERDOLINO & LOWEY PC
NTEE classification: Mental Health & Crisis Intervention N.E.C. (F99)
IRS tax category: Mental Health & Crisis Intervention N.E.C.
Grant-giving organization: Yes