2019-11-15T14:14:16-06:00 2018-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2018-01-01 270963869 EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC EDWA 6177407000 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 ARTHUR BUCKLAND EXECUTIVE DIRECTOR 6177407000 2019-11-15 1 HEATHER MEDEIROS CPA P00458639 5085431720 100.0.207.212 2019-11-15 12:30:26 ES P B0E79705D5A1FF3684EE37AA777ED4B4277E2289 B0E79705D5A1FF3684EE37AA777ED4B4277E2289 2018 2020-03-31 21:24:44Z DR MARY K GRANT 210 WILLIAM T MORRISSEY BLVD BOSTON MA 02125 7066684 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 95 75 0 0 1561217 1535828 546927 515904 1139759 1043826 -161814 -120787 3086089 2974771 18884 6450 0 0 4492316 4366270 0 0 969445 6026903 5139791 10538103 9512511 -7452014 -6537740 73785140 66366602 404551 1336000 73380589 65030602 X THE EDWARD M. KENNEDY INSTITUTE IS COMMITTED TO INVIGORATING PUBLIC DISCOURSE, ENCOURAGING PARTICIPATORY DEMOCRACY, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. 0 0 6835257 6450 529073 THE INSTITUTE'S 2018 PUBLIC PROGRAM HIGHLIGHTS INCLUDE: - SERVING OVER 22,000 SCHOOL CHILDREN THROUGH IMMERSIVE, CIVICS-LEARNING AND CIVICS-SKILL FOCUSED PROGRAMMING, INCLUDING OUR SIGNATURE SENATE IMMERSION MODULE, TODAY'S VOTE, GREAT SENATE DEBATE, PATHWAYS TO CITIZENSHIP, AND FUTURE SENATOR PROGRAMS.(CONTINUED ON SCHEDULE O)(CONTINUED FROM 990 PAGE 2, LINE 4A) - WELCOMING OVER 8,500 ATTENDEES TO SPECIAL EVENTS AND EVENING PROGRAMS, RANGING FROM THE "ACROSS THE AISLE" SERIES FOCUSING ON BIPARTISAN DISCUSSIONS ABOUT PUBLIC POLICY TOPICS; "GETTING TO THE POINT" SERIES ADDRESSING CURRENT ISSUES OF THE DAY AND INCLUDING SPEAKERS SUCH AS PETE SOUZA, ERIC HOLDER, JR., AND THE HOSTS OF POD SAVE AMERICA; WOMEN IN LEADERSHIP PROGRAMMING, AND BIANNUAL SPECIAL PROGRAMMING FOR FAMILIES AND CHILDREN OF ALL AGES THEMED AROUND VOTING, ELECTIONS, AND PARTICIPATION. - IN 2018, THE INSTITUTE ALSO LAUNCHED A SPECIAL PROJECT, A SEAT AT THE TABLE, INSPIRED BY CONGRESSWOMAN SHIRLEY CHISHOLM'S FAMOUS WORDS AND LIFE STORY. BY INVITING COMMUNITY PARTICIPATION AND ALIGNING SPECIAL PROGRAMS, THE INSTITUTE FOCUSED ON THE CRITICAL NEED FOR DIVERSITY OF REPRESENTATION IN PLACES OF POWER, AND ENCOURAGED ALL PARTICIPANTS TO FIND WAYS TO MAKE THEIR OWN VOICES HEARD. 6835257 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 45 0 1 95 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 19 19 1 1 1 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 BARBARA A SOULIOTIS DIRECTOR 2.00 X 0 0 0 VICTORIA REGGIE KENNEDY DIRECTOR/BOARD PRESIDENT 20.00 X 0 0 0 RANNY COOPER DIRECTOR 1.50 X 0 0 0 FRED A SEIGEL DIRECTOR 1.50 X 0 0 0 PATRICK KENNEDY DIRECTOR 2.00 X 0 0 0 THOMAS A DASCHLE DIRECTOR 0.10 X 0 0 0 LOUIS B SUSMAN DIRECTOR 0.00 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 STEPHANIE CUTTER DIRECTOR 0.25 X 0 0 0 MARTIN MEEHAN DIRECTOR 3.00 X 0 0 0 CHRISTOPHER DODD DIRECTOR 1.00 X 0 0 0 JUDD GREGG DIRECTOR 1.00 X 0 0 0 MICHAEL MATHIS DIRECTOR 0.50 X 0 0 0 ANDREW CARD JR DIRECTOR 0.50 X 0 0 0 WILLIAM MO COWAN DIRECTOR 0.50 X 0 0 0 LINDA DORCENA FORRY DIRECTOR 2.00 X 0 0 0 CODY KEENAN DIRECTOR 0.50 X 0 0 0 KATHERINE NEWMAN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER REICHERT CHIEF INFORMATION OFFICER 40.00 X 133310 0 18426 CAROLINE ANGEL BURKE VP OF EDUCATION 40.00 X 141357 0 22722 GINA PERILLE CHIEF STRATEGY & PUBLIC AF 40.00 X 179046 0 13583 KATHLEEN GRANT TREASURER/CHIEF FINANCIAL 40.00 X 160720 0 12882 CHELSEY BURKE CLERK 40.00 X 0 0 0 ELIZABETH RIGBY CHIEF DEVELOPMENT OFFICER 40.00 X 74579 0 9521 MARY GRANT PHD PRESIDENT 40.00 X 352257 0 16488 JOYCE LEBLANC FORMER CLERK 0.00 X 0 0 0 KELLY BOVIO DIRECTOR OF GOVERNMENT REL 40.00 X 127433 0 16949 JASON ELIOT FACILITY DIRECTOR 40.00 X 110301 0 21485 JOANNA HURIER HR DIRECTOR 40.00 X 107535 0 14869 PAUL REHME DIRECTOR OF COMPLIANCE 40.00 X 113811 0 9483 TIMOTHY STANCELL-CONDRON DIRECTOR OF BUSINESS AFFAIRS & EVENTS 40.00 X 116701 0 14288 1617050 0 170696 11 0 1 0 SECURITAS SECURITY SERVICES USA INC PO BOX 403412 ATLANTA GA 30384 SECURITY SERVICES 223934 WORK INC 25 BEACH STREET DORCHESTER MA 02122 CUSTODIAL SERVICES 169027 GOURMET CATERERS INC 3867 WASHINGTON STREET BOSTON MA 02131 FOOD SERVICES 139991 REGISTRY FOR COLLEGE & UNIVERSITY PRESID THREE CENTENNIAL DRIVE SUITE 32 PEABODY MA 01960 CHIEF DEV. OFFICER FEES 137750 CAPE ASSOCIATES INC PO BOX 1858 NORTH EASTHAM MA 02651 CONSTRUCTION 103534 6 1056196 479632 101883 1535828 MUSEUM EVENTS 611710 381375 381375 TICKET REVENUE 611710 134529 134529 515904 245870 245870 4700146 3902190 797956 797956 797956 37750 1056196 171706 -133956 -133956 31186 18017 13169 13169 2974771 529073 0 909870 6450 6450 1617050 1123047 241641 252362 2014924 1399372 301097 314455 70216 48765 10493 10958 365792 254044 54661 57087 298288 207162 44574 46552 238894 238894 151950 50650 50650 50650 61000 61000 58395 58395 500947 406794 85005 9148 215711 209240 6471 1345131 863758 361216 120157 94215 80451 4399 9365 638716 556321 61828 20567 161800 122719 39081 COMMUNICATIONS AND PUBL 428492 364218 64274 REPAIRS AND MAINTENANCE 397635 337990 59645 BAD DEBT 238101 238101 MARKETING EVENTS 178559 169631 7142 1786 430245 335544 82617 12084 9512511 6835257 1707809 969445 245943 2120502 1011629 596177 2358629 1764526 48177 39539 40544 34621 733442 13428 26369715 3052583 23326024 23317132 17129935 10806213 28890817 25249782 0 2424682 73785140 66366602 229958 1128807 174593 207193 404551 1336000 X 26426870 37241112 11442253 9172990 35511466 18616500 73380589 65030602 73785140 66366602 -6537740 -3097585 31417 1253921 0 X 0 1 X 1 0 X 6037383 5193688 2078573 1561217 1535828 16406689 6037383 5193688 2078573 1561217 1535828 16406689 2159995 14246694 815468 504849 484232 308364 245870 2358783 32289 270000 78925 65600 37750 484564 19250036 2542752 0.74010 0.67510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61000 61000 9451511 9512511 625626 156407 0 0 774008 934735 676905 625626 3011274 4516911 61000 61000 193502 233684 169226 156407 752819 1129229 12529884 X X X 0 51739279 -16115314 5220525 30403440 48074228 6476415 2811364 51739279 48552743 2233635 2712150 48074228 52576539 -1392901 2630895 48552743 53405675 1944042 2773178 52576539 0.38650 0.61230 0.00120 0 0 2702500 2702500 23009014 2574176 20434838 658201 478407 179794 23317132 POOLED INVESTMENT FUND 25249782 F 25249782 ACCRUED EXPENSES 187643 CREDIT CARDS PAYABLE 19550 207193 -131775 -3097585 31417 18017 -3048151 2916376 58395 58395 2974771 9472133 18017 18017 9454116 58395 58395 9512511 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 18,017. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 58,395. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 18,017. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 58,395. GALA FUNDRAISER 1093946 1056196 37750 52227 119479 1093946 1056196 37750 52227 119479 171706 -133956 1 GREATER BOSTON CHAMBER OF COMMERCE 265 FRANKLIN STREET BOSTON MA 02110 041103090 501(C)(6) 5000 CHARITABLE DONATION 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 CHRISTOPHER REICHERT CHIEF INFORMATION OFFICER 133310 0 0 0 0 0 0 0 18426 0 151736 0 0 0 CAROLINE ANGEL BURKE VP OF EDUCATION 141357 0 0 0 0 0 0 0 22722 0 164079 0 0 0 GINA PERILLE CHIEF STRATEGY & PUBLIC AF 179046 0 0 0 0 0 0 0 13583 0 192629 0 0 0 KATHLEEN GRANT TREASURER/CHIEF FINANCIAL 160720 0 0 0 0 0 0 0 12882 0 173602 0 0 0 MARY GRANT PHD PRESIDENT 352257 0 0 0 0 0 0 0 16488 0 368745 0 0 0 X 7 101883 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. IN ADDITION, CAMBRIDGE ASSOCIATES PROVIDES INVESTMENT REVIEW SERVICES. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED AT THE INSTITUTE'S DECEMBER, 2018 BOARD MEETING. 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. EMPLOYEES ARE ALSO ASKED TO SIGN THE INSTITUTE'S WHISTLEBLOWER 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.