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Massachusetts · Nonprofit

MENTAL HEALTH LEADERSHIP INITIATIVE INC

MENTAL HEALTH LEADERSHIP INITIATIVE INC (Massachusetts) receives grants from 30 organizations whose IRS filings report $3,931,311 to it, the largest being PIVOTAL PHILANTHROPIES FOUNDATION ($1,000,000). 11 of them have funded it in more than one year.

Revenue FY2024
$6.1M
Funders on record
30
Grants received
$3.9M
Net assets
$1.1M
11/30 repeat funderspeak grant-dependency 100%
01What it does

What Mental Health Leadership Initiative Inc does

Mission

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.

As stated on its FY2024 Form 990.

Programs

  1. Partnerships: the organization continues to leverage its elevated reach and established partnerships across industries to unite all stakeholders in a vision and plan for mental health care progress in the u.s.(continued on sch o)(continued from 990 page 2 - partnerships) - alignment for progress 2024 conference: the 2024 alignment for progress (a4p) conference brought together a prominent roster of national leaders, including 11 members of the ceo alliance for mental health who announced a unanimous endorsement of the 90-90-90 goals. More than 400 attendees joined us, with 86% of a4p respondents agreeing that the gathering fills a vital role in the mental health ecosystem. - ceo alliance for mental health: tkf president & ceo, rebecca o. Bagley, was named chair of the ceo alliance for mental health. In her role, bagley led the group in defining six shared priorities among 15 leading mental health organizations: prioritizing prevention and early intervention; ensuring access, affordability, and accountability; building a sustainable workforce; harnessing innovation; embracing discovery; and enhancing transparency to improve outcomes. The unified priorities were delivered to…

    $2,482,514 spent
    48% of program spending
  2. 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…

    $1,471,448 spent
    28% of program spending
  3. 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…

    $1,226,206 spent
    24% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $5,180,168.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($2.8M) Expenses 100 ($4.2M) Net assets 100 ($11M)2018 Revenue 23 ($646k) Expenses 78 ($3.3M) Net assets 75 ($8.4M)2019 Revenue 60 ($1.7M) Expenses 113 ($4.7M) Net assets 56 ($6.2M)2020 Revenue 37 ($1.0M) Expenses 62 ($2.6M) Net assets 39 ($4.4M)2021 Revenue 45 ($1.3M) Expenses 61 ($2.6M) Net assets 27 ($3.1M)2022 Revenue 39 ($1.1M) Expenses 64 ($2.7M) Net assets 11 ($1.2M)2023 Revenue 188 ($5.2M) Expenses 133 ($5.6M) Net assets 8 ($896k)2024 Revenue 218 ($6.1M) Expenses 144 ($6.0M) Net assets 9 ($1.1M)
'17'18'19'20'21'22'23'24
Revenue (218)Expenses (144)Net assets (9)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $12M to $8.6M (−25%).

$12M
$8.6M
$6.5M
$4.5M
$3.2M
$1.5M
$1.2M
$1.4M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

100% of MENTAL HEALTH LEADERSHIP INITIATIVE INC’s revenue is contributions — more reliant on donations than three-quarters of its peers (51% for the typical peer).

This organization
Typical peer · 8,611 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 7 of the last 8 reported years ran a deficit.

−$1.4M
’17
−$2.6M
’18
−$3.1M
’19
−$1.5M
’20
−$1.3M
’21
−$1.6M
’22
−$339k
’23
$56k
’24
1.3
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Rebecca Bagley

President/CEO

Board chair

Patrick Kennedy

Director/chairman

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2021 and FY2022 filings.

'17'18'19'20'21'22'23'24
Listed667778811
Joined·+0+2+0+0+2+0+4
No longer listed·0100101
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 5 funders to 11 funders, grant income rose $107k → $1.1M.

6 of 30 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 11% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of MENTAL HEALTH LEADERSHIP INITIATIVE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

MENTAL HEALTH LEADERSHIP INITIATIVE INC has a broad base — no single funder exceeds 25% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

53% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MENTAL HEALTH LEADERSHIP INITIATIVE INC.

25%
largest funder
56%
top three
~8
effective funders

Largest funder’s share by year: 2017 52% · 2018 79% · 2019 27% · 2021 82% · 2022 32% · 2023 67% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

0% of MENTAL HEALTH LEADERSHIP INITIATIVE INC's funders are still giving 3 years after their first grant; 37% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

MENTAL HEALTH LEADERSHIP INITIATIVE INC draws 100% of its grant income from funders outside Massachusetts, across 13 states in all.

WA
IL
MI
NY
MA
IN
PA
NJ
CA
VA
NC
DC
GA

In-state vs out-of-state, by year

’17
’18
’19
’21
’22
’23
Massachusetts out of state home

Funder states come from each funder’s own filing. $447k arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

MENTAL HEALTH LEADERSHIP INITIATIVE INC has grown faster than half of the 8,121 health nonprofits its size.

Operating margin1% · below the median
Months of reserve1.3mo · below the median
Revenue growth (annualized)12% · above the median

this organization peer median middle 50% of peers· 8,121 health nonprofits $1M–$10M, FY2024

Organizations like MENTAL HEALTH LEADERSHIP INITIATIVE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Massachusetts

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

86% of spending goes to programs.

Program 86%Management 9%Fundraising 5%

Governance

3
board members
33%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

82%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 2 states

IL
NJ

Part of a family of 1 related entity

  • The Kennedy Forum-Illinois LLC · disregarded

Screen this organization

A dated, signed PDF of the compliance screen for MENTAL HEALTH LEADERSHIP INITIATIVE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds MENTAL HEALTH LEADERSHIP INITIATIVE INC?
MENTAL HEALTH LEADERSHIP INITIATIVE INC (Massachusetts) receives grants from 30 organizations whose IRS filings report $3,931,311 to it, the largest being PIVOTAL PHILANTHROPIES FOUNDATION ($1,000,000). 11 of them have funded it in more than one year.
How many funders does MENTAL HEALTH LEADERSHIP INITIATIVE INC have?
IRS filings report 30 organizations giving $3,931,311 in grants to MENTAL HEALTH LEADERSHIP INITIATIVE INC, 11 of which have funded it in more than one year.
Who is the largest funder of MENTAL HEALTH LEADERSHIP INITIATIVE INC?
PIVOTAL PHILANTHROPIES FOUNDATION is the largest funder on record, with $1,000,000 in grants. The full list of funders is on this page.
How can an organization like MENTAL HEALTH LEADERSHIP INITIATIVE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 30 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing