2025-11-17T16:12:52-06:00 2024-12-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN ST PROVIDENCE RI 02904 990 2024-01-01 270963869 EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC EDWA 6177407000 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 ADAM HINDS CEO 6177407000 2025-11-17 1 1 PATRICK J MARTIN P00283486 4012742001 2024 2025-03-06 01:10:19Z ADAM HINDS 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 11120548 0 X EMKINSTITUTE.ORG X 2009 MA THE EDWARD M. KENNEDY INSTITUTE IS A NONPARTISAN, CIVIC EDUCATION ORGANIZATION THAT ENGAGES STUDENTS AND VISITORS IN CONVERSATIONS ABOUT THE ESSENTIAL ROLE EACH PERSON PLAYS IN OUR DEMOCRACY AND IN OUR SOCIETY. 17 16 48 17 0 0 5365174 6521103 27672 41820 1089422 1370757 214191 633434 6696459 8567114 500 0 0 0 2046959 2869795 0 0 1105794 4591038 5462112 6638497 8331907 57962 235207 117221220 117301008 52560167 49015026 64661053 68285982 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 DISCOURSE, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE CIVIC LIFE OF THEIR COMMUNITIES. 0 0 5714706 682414 DURING 2024 WE DRAMATICALLY EXPANDED OUR DEMOCRACY PROGRAMS-INCLUDING THROUGH THREE MAJOR PARTNERSHIPS WITH THE INSTITUTES OF FORMER REPUBLICAN SENATORS AS WE WORK TO REDUCE DIVISION IN OUR POLITICS AND GOVERNING INSTITUTIONS, WE EXPANDED OUR VERTICAL CIVICS OFFERINGS WITH GROWING NUMBERS FROM STATES ACROSS THE COUNTRY, COMPLETED TO REBUILD OF OUR AWARD WINNING SENATE IMMERSION MODULE, AND GREW THE NUMBER OF PUBLIC EVENTS FOCUSED ON SPEAKERS. 5714706 1 1 0 1 0 0 0 1 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X CLIFTON LARSON ALLEN 7819821001 TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 ADAM HINDS CEO 36.00 X X 300488 0 12001 BRUCE PERCELAY BOARD CHAIR 5.00 X X 0 0 0 WILLIAM MO COWAN FINANCE/AUDIT/INV COMMITTEE (TO 12/24) 2.00 X X 0 0 0 FRANK FAHRENKOFF DIRECTOR (AS OF 09/24) 2.00 X 0 0 0 ROBERT SHRUM DEVELOPMENT & MARKETING CO 2.00 X X 0 0 0 CHRISTOPHER DODD DIRECTOR 2.00 X 0 0 0 CODY KEENAN DIRECTOR 2.00 X 0 0 0 JOE KENNEDY III NOMINATING COMMITTEE CHAIR 2.00 X X 0 0 0 LINDA DORCENA FORRY PROGRAMS, PARTNERSHIPS & COLL COMMITTEE CHAIR 2.00 X 0 0 0 MARCELO SUAREZ-OROZCO DIRECTOR 2.00 X 0 0 0 MARTIN MEEHAN DIRECTOR 2.00 X 0 0 0 PATRICK KENNEDY DIRECTOR 2.00 X 0 0 0 STEPHANIE CUTTER DIRECTOR 2.00 X 0 0 0 THOMAS A DASCHLE DIRECTOR 2.00 X 0 0 0 JOHN E SUNUNU DIRECTOR 2.00 X 0 0 0 BARBARA BOXER DIRECTOR (TO 12/24) 2.00 X 0 0 0 SAXBY CHAMBLISS DIRECTOR 2.00 X 0 0 0 CORY GARDNER DIRECTOR 2.00 X 0 0 0 MEL MARTINEZ DIRECTOR 2.00 X 0 0 0 EILEEN DRISCOLL CAPE HOUSE PROJECT MANAGER 36.00 X 126069 0 20628 JOHN FOX DIRECTOR OF IT 36.00 X 121271 0 34793 PAMELA PEAK CHIEF DEVELOPMENT 36.00 X 131470 0 47420 EMILY RAPP DIRECTOR OF DEMOCRACY PROGRAMS 36.00 X 122825 0 19059 SARAH YEZZI DIRECTOR OF EDUCATION 36.00 X 128580 0 5126 930703 0 139027 6 0 1 0 GOURMET CATERERS INC 3867 WASHINGTON ST BOSTON MA 02131 CATERING 136847 ADTECH SYSTEMS LLC 6301 BENJAMIN RD SUITE 101 TAMPA FL 33634 AUDIO VISUAL COMMUNICATIONS 135072 SECURITAS SECURITY SERVICES USA INC PO BOX 403412 ATLANTA GA 303843412 SECURITY SERVICES 123930 SAYVA SAS LLC 3636 NOBEL DR STE 170 SAN DIEGO CA 92122 CONSULTING - ACCOUNTING SERVICES 111002 WORK INC 25 BEACH STREET DORCHESTER MA 021222734 CUSTODIAL SERVICES 108266 5 44614 289693 5071413 1115383 20353 6521103 TICKET REVENUE 611710 41820 41820 41820 455443 455443 3302505 2387191 915314 915314 915314 159083 289693 166243 -7160 -7160 OTHER INCOME 611710 410231 410231 RENTALS 611710 230363 230363 640594 8567114 682414 0 1363597 312490 156244 87498 68748 2102367 1323318 398341 380708 69006 43678 12905 12423 199046 122066 39967 37013 186886 114609 37525 34752 19590 19590 248414 178906 69508 172993 172993 257689 257689 400986 18375 146496 236115 321622 228695 10373 82554 141650 115027 -1258 27881 183718 122401 38117 23200 760651 643104 74175 43372 73452 60364 9128 3960 507744 430341 48380 29023 2205075 1868922 210108 126045 160601 115663 44938 BAD DEBT 7927 7927 8331907 5714706 1511407 1105794 3624977 952344 476747 597600 25000 50000 526393 557054 70526 65742 26670742 12451109 15335731 14219633 11169768 12784832 19096317 21970265 66895761 66103538 117221220 117301008 358563 396400 418562 133298 51783042 48485328 52560167 49015026 X 41688367 46263323 22972686 22022659 64661053 68285982 117221220 117301008 235207 3389722 0 X X 0 1 X 1 0 X 1751573 1360679 6327137 5365174 6231410 21035973 1751573 1360679 6327137 5365174 6231410 21035973 754805 20281168 126894 305596 401963 366020 685806 1886279 32202 15765 32226 49516 692764 822473 23744725 1369622 0.85410 0.92520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172993 172993 8158914 8331907 566595 141649 0 0 441697 442167 481935 566595 1932394 2898591 150110 180000 187500 172993 690603 110424 110542 120484 141649 483099 724649 11037669 X X X 0 24796962 -3821188 20975774 22452417 3408815 1064270 24796962 20897793 2832098 1277474 22452417 2702500 2702500 22656071 12081917 10574154 1312171 369192 942979 14219633 POOLED INVESTMENT FUND 21970265 F 21970265 RIGHT-OF-USE ASSETS FINANCE 66103538 66103538 FINANCE LEASE LIABILITY 48485328 48485328 X 11699147 3389722 3389722 8309425 257689 257689 8567114 8074218 0 8074218 257689 257689 8331907 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 X, LINE 2: THE INSTITUTE IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE INSTITUTE OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE INSTITUTE ANNUALLY FILES IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE INSTITUTE CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. ANNUAL DINNER 448776 289693 159083 73692 92551 448776 289693 159083 73692 92551 166243 -7160 X X X X 0 0 0 0 0 0 0 0 0 ADAM HINDS CEO 300488 0 0 0 0 0 12001 0 0 0 312489 0 0 0 PAMELA PEAK CHIEF DEVELOPMENT 131470 0 0 0 0 0 4891 0 42529 0 178890 0 0 0 JOHN FOX DIRECTOR OF IT 121271 0 0 0 0 0 5092 0 29701 0 156064 0 0 0 X 143 20353 FMV 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 TWO INSTITUTE BOARD MEMBERS, WHICH INCLUDE THE UNIVERSITY'S PRESIDENT (MARTIN MEEHAN), THE UMASS BOSTON CHANCELLOR (MARCELO SUAREZ OROZCO). 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 XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.