2020-11-16T08:39:42-06:00 2019-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2019-01-01 270963869 EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC EDWA 6177407000 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 SUE HEILMAN INTERIM EXECUTIVE DIRECTOR 6177407000 2020-11-13 1 HEATHER MEDEIROS CPA P00458639 5085431720 2019 2022-09-23 18:48:47Z DR MARY K GRANT 210 WILLIAM T MORRISSEY BLVD BOSTON MA 02125 17005022 0 X EMKINSTITUTE.ORG X 2009 MA THE EDWARD M. KENNEDY INSTITUTE IS A NONPARTISAN, CIVIC EDUCATION ORGANIZATION (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 1) THAT ENGAGES STUDENTS AND VISITORS IN CONVERSATIONS ABOUT THE ESSENTIAL ROLE EACH PERSON PLAYS IN OUR DEMOCRACY AND IN OUR SOCIETY. 19 19 82 0 0 0 1535828 7370958 515904 400511 1043826 894382 -120787 -164966 2974771 8500885 6450 9090 0 0 4366270 4081267 0 0 1068963 5139791 5671796 9512511 9762153 -6537740 -1261268 66366602 67339973 1336000 586552 65030602 66753421 X THE EDWARD M. KENNEDY INSTITUTE FOR THE UNITED STATES SENATE IS DEDICATED TO EDUCATING THE PUBLIC ABOUT THE IMPORTANT ROLE OF THE UNITED STATES SENATE IN OUR SYSTEM OF GOVERNMENT, ENCOURAGING PARTICIPATORY DEMOCRACY, INVIGORATING CIVIL (CONTINUED ON SCHEDULE O)(CONTINUED FROM 990 PAGE 2, LINE 1) DISCOURSE, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE CIVIC LIFE OF THEIR COMMUNITIES. 0 0 7258948 9090 409969 SINCE OUR GRAND OPENING IN 2015, THE EDWARD M. KENNEDY INSTITUTE HAS OFFERED AWARD-WINNING, EXPERIENTIAL PROGRAMMING TO EDUCATE THE PUBLIC ABOUT OUR GOVERNMENT, TO ENCOURAGE CIVIL DISCOURSE, AND TO INSPIRE CIVIC ENGAGEMENT. IN 2019, WE WELCOMED MORE THAN 21,000 STUDENTS WHO STEPPED INTO THE ROLE OF A UNITED STATES SENATOR TO EXPERIENCE OUR INNOVATIVE, NATIONALLY-RECOGNIZED, PROGRAM. MORE THAN 2,000 VISITORS ENGAGED IN OUR PUBLIC PROGRAMS, WHERE WE CONVENED BIPARTISAN DISCUSSIONS OF DIVERSE PERSPECTIVES THAT ADDRESSED CRITICAL ISSUES FACING OUR COMMUNITIES, OUR NATION, AND OUR WORLD. (CONTINUED ON SCHEDULE O)(CONTINUED FROM 990 PAGE 2, LINE 4A)WE WERE ABLE TO CREATE NEW EXPERIENCES AND PROGRAMS THAT ILLUMINATE HOW AMERICANS HAVE INFLUENCED THE U.S. SENATE TO EFFECT POSITIVE CHANGE FOR OUR COUNTRY. WE HOSTED A YEAR-LONG "A SEAT AT THE TABLE" EXHIBIT, BASED ON THE WORDS OF CONGRESSWOMAN SHIRLEY CHISOLM, "IF THEY DON'T GIVE YOU A SEAT AT THE TABLE, BRING A FOLDING CHAIR." WE WERE HONORED TO RECEIVE THE INAUGURAL LEONORE ANNENBERG INSTITUTE FOR CIVICS AWARD FROM THE ANNENBERG PUBLIC POLICY CENTER OF THE UNIVERSITY OF PENNSYLVANIA. THIS AWARD, ALONG WITH THE SUPPORT OF THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES (IMLS), IS SUPPORTING THE DEVELOPMENT OF A PROGRAM NAMED "CIVIC CONVERSATIONS," DESIGNED TO HELP 8TH THROUGH 12TH GRADE TEACHERS DEVELOP THE SKILLS NECESSARY TO LEAD PRODUCTIVE CLASSROOM DISCUSSIONS ON DIFFICULT PUBLIC POLICY ISSUES. 7258948 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 80 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 19 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KEITH D LOWEY CUSTODIAN 5085431720 124 WASHINGTON STREET SUITE 101 FOXBOROUGH MA 02035 ANDREW CARD JR DIRECTOR 0.50 X 0 0 0 BARBARA A SOULIOTIS DIRECTOR 2.00 X 0 0 0 CHRISTOPHER DODD DIRECTOR 1.00 X 0 0 0 CODY KEENAN DIRECTOR 0.50 X 0 0 0 FRED A SEIGEL DIRECTOR 1.50 X 0 0 0 HENRY M THOMAS III DIRECTOR 0.00 X 0 0 0 JAMES KARAM DIRECTOR/BOARD CHAIR 5.00 X 0 0 0 KATHERINE NEWMAN DIRECTOR 1.00 X 0 0 0 LINDA DORCENA FORRY DIRECTOR 2.00 X 0 0 0 MARTIN MEEHAN DIRECTOR 3.00 X 0 0 0 MICHAEL MATHIS DIRECTOR 0.50 X 0 0 0 PATRICK KENNEDY DIRECTOR 2.00 X 0 0 0 RANNY COOPER DIRECTOR 1.50 X 0 0 0 STEPHANIE CUTTER DIRECTOR 0.25 X 0 0 0 THOMAS A DASCHLE DIRECTOR 0.10 X 0 0 0 VICTORIA REGGIE KENNEDY DIRECTOR/BOARD PRESIDENT 20.00 X 0 0 0 WILLIAM MO COWAN DIRECTOR 0.50 X 0 0 0 CAROLINE ANGEL BURKE VP OF EDUCATION 40.00 X 146285 0 15517 CHELSEY BURKE CLERK 40.00 X 68863 0 3808 CHRISTOPHER REICHERT CHIEF INFORMATION OFFICER 40.00 X 34430 0 0 ELIZABETH RIGBY CHIEF DEVELOPMENT OFFICER 40.00 X 133097 0 14421 GINA PERILLE CHIEF STRATEGY & PUBLIC AF 40.00 X 199478 0 11545 KATHLEEN GRANT TREASURER/CHIEF FINANCIAL 40.00 X 111069 0 8257 MARY GRANT PHD PRESIDENT 40.00 X 359622 0 16856 PAUL REHME DIRECTOR OF COMPLIANCE 40.00 X 116356 0 8128 KEITH LOWEY TREASURER 1.00 X 0 0 0 CLAIR COOPER DIRECTOR OF COMMUNITY ENGAGEMENT 40.00 X 108958 0 8208 EILEEN DRISCOLL CAPE HOUSE PROJECT MANAGER 40.00 X 119011 0 3808 JASON ELIOT FACILITY DIRECTOR 40.00 X 132584 0 14974 LAUREN JANES SENIOR ADVISOR 40.00 X 105776 0 3808 TIMOTHY STANCELL-CONDRON DIRECTOR OF BUSINESS AFFAI 40.00 X 106483 0 8798 1742012 0 118128 11 0 1 0 CAPE ASSOCIATES INC PO BOX 1858 NORTH EASTHAM MA 02651 CONSTRUCTION 331731 WORK INC 25 BEACH STREET DORCHESTER MA 02122 CUSTODIAL SERVICES 209137 SECURITAS SECURITY SERVICES USA INC PO BOX 403412 ATLANTA GA 30384 SECURITY SERVICES 195810 VERDOLINO & LOWEY PC 124 WASHINGTON STREET SUITE 101 FOXBOROUGH MA 02035 ACCOUNTING SERVICES 182258 GOURMET CATERERS INC 3867 WASHINGTON STREET BOSTON MA 02131 FOOD SERVICES 169823 5 1451273 5919685 265986 7370958 MUSEUM EVENTS 611710 281668 281668 TICKET REVENUE 611710 118843 118843 400511 269002 269002 8914707 8168466 120861 746241 -120861 625380 625380 35250 1451273 209674 -174424 -174424 14594 5136 9458 9458 8500885 409969 0 719958 9090 9090 1742012 1228467 223152 290393 1677938 1183281 214945 279712 76943 54261 9856 12826 306314 216012 39239 51063 278060 196088 35619 46353 67345 67345 428935 143007 142964 142964 60000 60000 42001 42001 645170 564590 65031 15549 69464 67381 2083 463333 403563 44851 14919 82377 74139 3295 4943 1384176 908628 356845 118703 146350 111006 35344 BAD DEBT 799971 799971 COMMUNICATIONS AND PUBL 515577 438240 77337 REPAIRS AND MAINTENANCE 439466 373546 65920 MARKETING EVENTS 217579 206700 8703 2176 310052 220978 77049 12025 9762153 7258948 1434242 1068963 2120502 4066628 596177 352526 1764526 100000 39539 532173 34621 32995 13428 1855903 26318233 6626655 23317132 19691578 10806213 7359001 25249782 26301607 2424682 7047562 66366602 67339973 1128807 341838 29375 207193 215339 1336000 586552 X 37241112 41121512 27789490 25631909 65030602 66753421 66366602 67339973 X -1261268 5293854 48655 -2117347 -241075 X 0 1 X 1 0 X 5193688 2078573 1561217 1535828 7370958 17740264 5193688 2078573 1561217 1535828 7370958 17740264 2290188 15450076 504849 484232 308364 245870 269002 1812317 270000 78925 65600 37750 35250 487525 20040106 2957857 0.77100 0.74010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 12004391 12064391 753220 188305 0 0 934735 676905 625626 753220 2990486 4485729 61000 60000 121000 233684 169226 156407 188305 747622 1121433 11099770 X X X 0 30403440 5996090 15501737 20897793 51739279 -16115314 5220525 30403440 48074228 6476415 2811364 51739279 48552743 2233635 2712150 48074228 52576539 -1392901 2630895 48552743 0.00000 0.89100 0.10900 0 0 2702500 2702500 23014402 6264433 16749969 601331 362222 239109 0 19691578 POOLED INVESTMENT FUND 26301607 F 26301607 DEFERRED RENT INCENTIVE 7047562 7047562 ACCRUED EXPENSES 215339 215339 13565456 5293854 48655 5138 5347647 8217809 283076 283076 8500885 9725290 5138 5138 9720152 42001 42001 9762153 PART III, LINE 4: THE COLLECTION INCLUDES PERSONAL EFFECTS, INCLUDING FURNITURE AND MEMORABILIA FROM SENATOR EDWARD KENNEDY'S OFFICE, WHICH IS USED AS PART OF A PUBLIC DISPLAY AT THE INSTITUTE. THIS PUBLIC DISPLAY FURTHERS THE INSTITUTE'S EXEMPT STATUS USING HISTORIC ITEMS TO GIVE THE PUBLIC AN OPPORTUNITY TO VISIT A RE-CREATION OF U.S. SENATOR KENNEDY'S UNITED STATES SENATE OFFICE WHICH WAS LOCATED IN THE RUSSELL SENATE OFFICE BUILDING. THE EXPERIENCE WILL PROVIDE ORIGINAL EXAMPLES OF ACHIEVEMENT IN PUBLIC POLICY AND ELECTIVE SERVICE. THE COLLECTION ALSO INCLUDES WARHOL SILKSCREENS, EDWARD M KENNEDY MEMORABILIA, PHOTOGRAPHS BY KEN REGAN AND A SENATE PIECE (MULTI-MEDIA ELECTRONIC KINETIC SCULPTURE), WHICH MAY BE USED IN PUBLIC DISPLAYS AND EVENTS FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE INSTITUTE AND ITS MISSION. THE INSTITUTE USES THE HYANNIS PORT, MA HOUSE TO SUPPORT AND ENHANCE ITS MISSION OF EDUCATING THE PUBLIC ABOUT THE U.S. GOVERNMENT, INVIGORATING PUBLIC DISCOURSE, EMPHASIZING THE IMPORTANCE OF BIPARTISANSHIP, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. SPECIFICALLY, THE HOUSE HOSTS SELECTED EDUCATIONAL SEMINARS AND FORUMS ORGANIZED BY THE INSTITUTE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 5,138. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 42,001. NON CASH CONTRIBUTIONS NOT ON FINANCIAL STATEMENTS 241,075. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 5,138. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 42,001. GALA FUNDRAISER 1486523 1451273 35250 48484 161190 1486523 1451273 35250 48484 161190 209674 -174424 1 PART I, LINE 2: AS THE INSTITUTE IS NOT A GRANT-MAKING ORGANIZATION, IT DOES NOT CURRENTLY SOLICIT PROPOSALS OR PARTICIPATE IN GRANT AWARDS. X X X X 0 0 0 0 0 0 0 0 0 CAROLINE ANGEL BURKE VP OF EDUCATION 146285 0 0 0 0 0 0 0 15517 0 161802 0 0 0 GINA PERILLE CHIEF STRATEGY & PUBLIC AF 199478 0 0 0 0 0 0 0 11545 0 211023 0 0 0 MARY GRANT PHD PRESIDENT 359622 0 0 0 0 0 0 0 16856 0 376478 0 0 0 X 1 24911 FMV ON DATE OF DONATION X 1 241075 FMV ON DATE OF DONATION 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE INSTITUTE'S LEGAL AGREEMENTS WITH THE UNIVERSITY OF MASSACHUSETTS PROVIDE FOR THEIR APPOINTMENT OF THREE INSTITUTE BOARD MEMBERS, WHICH INCLUDE THE UNIVERSITY'S PRESIDENT (MARTIN MEEHAN), THE UMASS BOSTON CHANCELLOR (KATHERINE NEWMAN) AND HENRY M. THOMAS, WHO IS A UNIVERSITY OF MASSACHUSETTS TRUSTEE. 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 B, LINE 11B THE AUDIT COMMITTEE AND EACH MEMBER OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING WITH SUFFICIENT TIME TO PROVIDE COMMENTS, IF ANY. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE 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 INSTITUTE HAS LONG UTILIZED PROFESSIONAL CONSULTING FIRMS THAT SPECIALIZE IN NON-PROFIT ORGANIZATIONS, AND THESE FIRMS HAVE MADE RECOMMENDATIONS ON ORGANIZATIONAL STRUCTURE AND COMPENSATION LEVELS. 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 THREE 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 INSTITUTE. FORM 990, PART XI, LINE 9: NON CASH CONTRIBUTIONS NOT ON FINANCIAL STATEMENTS -241,075.