2022-10-06T00:18:41-05:00 2021-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2021-01-01 522100734 THE CENTER FOR ADOPTION SUPPORT & EDUCATION INC CENT 3014768525 3919 NATIONAL DRIVE SUITE 200 BURTONSVILLE MD 20866 DEBBIE B RILEY CEO 3014768525 2022-09-30 1 DEBBIE RILEY 999009999 DANIEL O'SHEA P00957510 3016529100 2022-09-27 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DEBBIE B RILEY 3919 NATIONAL DRIVE SUITE 200 BURTONSVILLE MD 20866 7016029 0 X WWW.ADOPTIONSUPPORT.ORG X 1998 MD SEE PART III, LINE I 17 17 63 63 0 0 6087265 5452842 1079783 1256226 15880 21679 181018 103748 7363946 6834495 0 0 0 0 3746019 4179057 0 0 327744 2540879 1947416 6286898 6126473 1077048 708022 4154118 4864534 761736 696004 3392382 4168530 X THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (C.A.S.E.) STRENGTHENS THE WELL-BEING OF FOSTER AND ADOPTIVE FAMILIES, PROMOTES ADOPTION AWARENESS, ENHANCES ADOPTION SENSITIVITY, AND DEVELOPS THE SKILLS FOR PROFESSIONALS AND FAMILIES TO EMPOWER CHILDREN TO THRIVE. 0 0 2698850 752496 SEE SCHEDULE O 1291691 SEE SCHEDULE O 551180 503730 SEE SCHEDULE O 17354 74235 PUBLICATIONS 17354 74235 4559075 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 23 0 1 63 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL IN IA KS KY LA ME MD MA MI MN MS NE NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MO X X X LESLIE SAVARY CPA 3014768525 3919 NATIONAL DRIVE SUITE 200 BURTONSVILLE MD 20866 KATHLEEN COOK RAVENSCROFT CHAIR 0.50 X X 0 0 0 RICHARD K DEVANEY VICE-CHAIR 0.50 X X 0 0 0 RICK POWELL TREASURER 0.50 X X 0 0 0 BEVERLY WOODARD SECRETARY 0.50 X X 0 0 0 HEATHER QUINN PAST CHAIR 0.50 X X 0 0 0 UMA AHLUWALIA DIRECTOR 0.50 X 0 0 0 MARIA GARCIA ANDERSON DIRECTOR 0.50 X 0 0 0 MIKE BATTLE DIRECTOR 0.50 X 0 0 0 COLLEEN CORDOVA DIRECTOR 0.50 X 0 0 0 KATHLEEN DUGAN DIRECTOR 0.50 X 0 0 0 MICHAEL DUGAN DIRECTOR 0.50 X 0 0 0 PAMELA KROOTH DIRECTOR 0.50 X 0 0 0 ANTHONY OWENS DIRECTOR 0.50 X 0 0 0 TRACIE PESCHKE DIRECTOR 0.50 X 0 0 0 AARON SCHUHAM DIRECTOR 0.50 X 0 0 0 CAROL SHOEMAKER DIRECTOR 0.50 X 0 0 0 SARA VAN GEERTRUYDEN DIRECTOR 0.50 X 0 0 0 LESLIE SAVARY CFO 40.00 X 156250 0 0 DEBBIE RILEY CEO 40.00 X 217497 0 4058 DAWN WILSON PROGRAM MANAGER, NATIONAL INITIATIVE 40.00 X 114191 0 2600 TAMARA ARSENAULT DEVELOPMENT DIRECTOR 40.00 X 116619 0 2327 JENNIFER JANKOWSKI VP-MARKETING & COMMUNICATIONS 40.00 X 130556 0 2549 MARI ITZKOWITZ DIRECTOR OF CLINICAL SERVICES 40.00 X 102225 0 2154 YASMIN LEWIS-WHITE HUMAN RESOURCES DIRECTOR 40.00 X 110250 0 0 947588 0 13688 7 0 1 0 ENCIRCLE 2609 MCVITTY ROAD ROANOKE VA 24018 CASE MANAGEMENT SERVICES 169504 UNIVERSITY OF WISCONSIN PO BOX 500 MILWAUKEE WI 53201 CASE MANAGEMENT SERVICES 126000 UNIVERSITY OF MARYLAND PO BOX 41428 BALTIMORE MD 21203 CASE MANAGEMENT SERVICES 106988 3 1035 253469 3591057 1607281 42794 5452842 COUNSELING 611710 752496 752496 TRAINING & DEVELOPMENT 611430 503730 503730 1256226 21679 21679 170786 253469 145068 25718 25718 110701 36466 74235 74235 MISCELLANEOUS 900099 3795 3795 3795 6834495 1330461 0 51192 X 377805 278813 76980 22012 3214349 2375147 651749 187453 31217 20343 9216 1658 256480 167136 75722 13622 299206 194979 88336 15891 29001 29001 37413 6745 30668 7417 7417 965067 802676 144020 18371 58828 5260 53318 250 217174 79046 102595 35533 123530 29644 93886 292924 171725 103676 17523 32638 18587 13596 455 1395 1395 63638 63638 14488 1545 12943 MISCELLANEOUS 58222 45892 1087 11243 DUES & SUBSCRIPTIONS 35515 6980 25247 3288 TRAINING 10166 7050 2671 445 ALLOCATION OF OVERHEAD 0 347507 -347507 6126473 4559075 1239654 327744 175157 351339 576279 722035 85074 415159 615092 681459 13763 15577 21998 33642 438910 234018 223472 204892 2349666 2326021 27538 27538 66079 86872 4154118 4864534 546291 450657 51521 60957 163924 184390 761736 696004 X 979032 1438903 2413350 2729627 3392382 4168530 4154118 4864534 708022 68126 0 X 0 1 X 1 1 1 X 4505749 6631149 6248187 6087265 5452842 28925192 4505749 6631149 6248187 6087265 5452842 28925192 2814678 26110514 939 19944 18051 15880 21679 76493 106368 150552 78439 25718 361077 2463 2439 4245 3697 3795 16639 29379401 5376275 0.88870 0.90090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 2,463. 2018 AMOUNT: $ 2,439. 2019 AMOUNT: $ 4,245. 2020 AMOUNT: $ 3,697. 2021 AMOUNT: $ 3,795. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2111237 68494 100000 2079731 1231693 840879 38665 2111237 1147429 3892 80372 1231693 250000 908422 -10993 1147429 250000 250000 1.00000 0 0 22174 6988 15186 276014 106214 169800 140722 120816 19906 204892 CAPITAL LEASE 29813 DEFERRED RENT ABATEMENT 84130 DEFERRED COMPENSATION OBLIGATION 70447 184390 X 6974178 68126 41353 1155 110634 6863544 7417 -36466 -29049 6834495 6198030 41353 36466 77819 6120211 7417 -1155 6262 6126473 PART V, LINE 4: C.A.S.E. ESTABLISHED AN ENDOWMENT FUND AS PART OF ITS THREE-YEAR $5 MILLION GROWING TOGETHER CAMPAIGN TO SUPPORT THE ORGANIZATION'S GROWTH AND SUSTAINABILITY. PART X, LINE 2: C.A.S.E. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. C.A.S.E. IS NOT A PRIVATE FOUNDATION. C.A.S.E. BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. C.A.S.E. RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS, IF ANY, IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS. DURING THE YEARS ENDED DECEMBER 31, 2021 AND 2020, C.A.S.E. DID NOT HAVE NET TAX INCOME FROM UNRELATED BUSINESS ACTIVITY; THEREFORE, THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR INCOME TAXES OR INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS. TAX YEARS PRIOR TO 2018 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF THE STATE OF MARYLAND. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON F/S 1,155. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD LISTED AS EXPENSE ON F/S, BUT NETTED WITH REVENUE ON 990 -36,466. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD LISTED AS EXPENSE ON F/S, BUT NETTED WITH REVENUE ON 990 36,466. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON F/S -1,155. GOLF EVENT 136005 76500 59505 7084 13674 16820 3104 GALA 288250 176969 111281 49375 35502 6250 13259 424255 253469 170786 56459 49176 23070 16363 145068 25718 X X 0 0 0 0 0 0 0 1 0 DEBBIE RILEY CEO 196341 0 19501 0 1655 0 4058 0 0 0 221555 0 0 0 LESLIE SAVARY CFO 148595 0 6000 0 1655 0 0 0 0 0 156250 0 0 0 PART I, LINE 7 DEBBIE RILEY, CEO, & LESLIE SAVARY, CFO, WERE AWARDED PERFORMANCE BONUSES IN 2021. X 5 12774 FMV X AUCTION ITEMS 81 30020 FMV 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: COUNSELING: AS A PRIVATE, NONPROFIT SUPPORT CENTER FOR ADOPTIVE FAMILIES, EACH YEAR C.A.S.E. PROVIDES ADOPTION COMPETENT CULTURALLY SENSITIVE MENTAL HEALTH SERVICES TO OVER 1,484 PROSPECTIVE ADOPTIVE PARENTS, FOSTER AND ADOPTIVE YOUTH/TEENS, ADULT ADOPTEES AND THEIR FAMILIES, IN MARYLAND, NORTHERN VIRGINIA, AND WASHINGTON, D.C. C.A.S.E. ADDRESSES COMMON DEVELOPMENTAL ISSUES AND SOCIAL-EMOTIONAL CHALLENGES FREQUENTLY SHARED BY FOSTER YOUTH, ADOPTEES, AND THEIR FAMILIES. POST-ADOPTION CARE INVOLVES EARLY INTERVENTION MEASURES TO ENSURE THAT ADOPTIVE FAMILIES CAN THRIVE. C.A.S.E. STAFF ARE A MULTI-DISCIPLINARY TEAM BRINGING TOGETHER EXPERTISE IN THE FIELD OF SOCIAL WORK, FAMILY THERAPY, TRAUMA INFORMED CARE, EXPRESSIVE THERAPY AND EDUCATION TO ADDRESS THE UNIQUE NEEDS OF THIS POPULATION. C.A.S.E. COMBINES BEST PRACTICES AND INNOVATION TO PROVIDE PREMIERE COUNSELING SERVICES TO ADVANCE PERMANENCY FOR CHILDREN AND THE HEALTHY GROWTH AND DEVELOPMENT OF FAMILIES. WENDY'S WONDERFUL KIDS, THE DAVE THOMAS FOUNDATION FOR ADOPTION HAS AWARDED C.A.S.E. A GRANT TO IMPLEMENT THE WENDY'S WONDERFUL KIDS EVIDENCED BASED PROACTIVE, CHILD-FOCUSED RECRUITMENT MODEL IN THE STATE OF MARYLAND TARGETED EXCLUSIVELY ON MOVING THE LONGEST-WAITING CHILDREN FROM FOSTER CARE INTO ADOPTIVE FAMILIES. C.A.S.E. IS LEADING THE NORTHERN POST ADOPTION CASE CONSORTIUM INITIATIVE, PARTNERING WITH CHILDREN'S HOME SOCIETY OF VIRGINIA, ENCIRCLE AND NACAC THROUGH FUNDING FROM THE VIRGINIA DEPARTMENT OF SOCIAL SERVICES TO OFFER POST-ADOPTION CASE MANAGEMENT SERVICES TO HELP ADOPTIVE FAMILIES IN VIRGINIA ACCESS APPROPRIATE SERVICES AND RESOURCES THROUGH COMMUNITY-BASED LINKAGE AND REFERRAL, EDUCATION AND ADVOCACY. IN 2021, 86 FAMILIES HAVE BEEN SERVED FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: NATIONAL INITIATIVES: (1) THE NATIONAL ADOPTION COMPETENCY MENTAL HEALTH TRAINING INITIATIVE ("NTI") AIMS TO ENHANCE THE CAPACITY OF CHILD WELFARE PROFESSIONALS AND MENTAL HEALTH PRACTITIONERS TO BETTER UNDERSTAND AND ADDRESS THE MENTAL HEALTH AND DEVELOPMENTAL NEEDS OF CHILDREN MOVING TO OR HAVING ACHIEVED PERMANENCY THROUGH ADOPTION OR GUARDIANSHIP. THROUGH THIS INITIATIVE, CHILD WELFARE PROFESSIONALS AND MENTAL HEALTH PRACTITIONERS IN ALL STATES, TRIBES AND TERRITORIES WILL HAVE ACCESS TO TWO STATE OF THE ART, EVIDENCE-INFORMED, STANDARDIZED WEB-BASED TRAININGS TO PROVIDE THE CASEWORK AND CLINICAL PRACTICES TO PROMOTE CHILD WELL-BEING AND FAMILY STABILITY. IT WAS ESTABLISHED IN OCTOBER 2014 THROUGH A FIVE-YEAR, $9 MILLION COOPERATIVE AGREEMENT WITH THE CHILDREN'S BUREAU, ADMINISTRATION OF CHILDREN AND FAMILIES, DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE COOPERATIVE AGREEMENT HAS BEEN EXTENDED THROUGH SEPTEMBER 30, 2022 WITH AN ADDITIONAL $1 MILLION TO CONTINUE THE IMPLEMENTATION NATIONALLY. SINCE 2019, 31 STATE CHILD WELFARE AGENCIES ARE EITHER HOSTING OR ACTIVELY PROMOTING NTI WITH THEIR STAFF AND ANOTHER 20 LOCAL, STATE, AND NATIONAL CHILD WELFARE OR MENTAL HEALTH PRIVATE ORGANIZATIONS HAVE INTEGRATED NTI INTO PRACTICE. IN 2021, AN ADDITIONAL 2,618 PROFESSIONALS ENROLLED IN NTI FOR A TOTAL OF 17,951 INDIVIDUALS ENROLLING IN NTI SINCE 2017. C.A.S.E. IS PARTNERING WITH SPAULDING FOR CHILDREN, THE LEAD AGENCY, ON A NATIONAL INITIATIVE TO DEVELOP STATE OF THE ART, CULTURALLY APPROPRIATE TRAINING FOR FOSTER AND ADOPTIVE PARENTS AND GUARDIANS. THIS INITIATIVE IS FUNDED THROUGH A COOPERATIVE AGREEMENTS WITH THE CHILDREN'S BUREAU, THE ADMINISTRATION OF CHILDREN YOUTH AND FAMILIES, AND THE DEPARTMENT OF HEALTH & HUMAN SERVICES. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: TRAINING: C.A.S.E.'S TRAINING PROGRAMS AND EDUCATIONAL FORUMS INTEGRATE THEORY, RESEARCH AND BEST AND INNOVATIVE PRACTICES DESIGNED BY OUR EXPERTS IN PRE- AND POST-ADOPTION SUPPORT TO MEET THE SPECIFIC NEEDS OF LOCAL, NATIONAL AND INTERNATIONAL FOSTER AND ADOPTION COMMUNITIES. C.A.S.E. OFFERS MORE THAN 20 DIFFERENT CUSTOMIZED, IN-PERSON, AND VIRTUAL TRAININGS FOR PARENTS, CHILDREN AND PROFESSIONALS. IN 2021, 3,051 REGISTRANTS SIGNED UP FOR 39 CUSTOMIZED TRAININGS AND WORKSHOPS SERVING PARENTS AND PROFESSIONALS, COVERING A WIDE ARRAY OF TOPICS. C.A.S.E. ALSO OFFERED A MONTHLY STRENGTHENING YOUR FAMILY (SYF) WEBINAR SERIES, REACHING MORE THAN 2,645 REGISTRANTS ACROSS 10 WEBINARS IN 2021. A NEW OFFERING WAS A SERIES OF THREE TOPICAL WEBINARS/5-WEEK SUPPORT GROUPS FOR PARENTS WITH 1,159 INDIVIDUALS ATTENDING ACROSS ALL SESSIONS. C.A.S.E. DELIVERED MORE THAN 1,103 IN-DEMAND EDUCATIONAL WEBINARS TO SUPPORT FAMILIES AND PROFESSIONALS WITH 461 OF THE IN-DEMAND WEBINARS BEING PURCHASED. C.A.S.E. HAS DEVELOPED TRAINING FOR ADOPTION COMPETENCY (TAC). TAC IS A NATIONAL EVIDENCED INFORMED, RIGOROUSLY EVALUATED MANUALIZED TRAINING PROGRAM, DEVELOPED AND OWNED BY C.A.S.E TO PROVIDE LICENSED MENTAL HEALTH PROFESSIONALS WITH THE CLINICAL SKILLS THEY NEED TO PROVIDE QUALITY CLINICAL SERVICES TO ADOPTED PERSONS, BIRTH FAMILIES, PROSPECTIVE ADOPTIVE PARENTS AND ADOPTIVE FAMILIES AND KINSHIP FAMILIES. TAC IS COMPETENCY BASED, USING A DEFINITION OF AN ADOPTION COMPETENT MENTAL HEALTH PROFESSIONAL AND 18 CLINICAL COMPETENCIES VETTED NATIONALLY WITH A NATIONAL ADVISORY BOARD OF ADOPTION EXPERTS, PARENTS AND ADOPTED PERSONS. IN 2020, TAC RECEIVED ACCREDITATION BY THE INSTITUTE OF CREDENTIALING EXCELLENCE MOVING TAC TO THE ONLY ADOPTION COMPETENCY TRAINING PROGRAM THAT IS ASSESSMENT BASED AND CREDENTIALED. SINCE 2009, TAC TRAINING HAS BEEN REPLICATED WITH 147 COHORTS, TRAINING OVER 2,262 PROFESSIONALS. IN 2021, 20 COHORTS OF TAC WERE PROVIDED BY C.A.S.E. AND OUR 17 PARTNER AGENCIES THROUGHOUT THE UNITED STATES FOR A TOTAL OF 252 STUDENTS ENROLLED. REFER TO WWW.ADOPTIONSUPPORT.ORG FOR SPECIFIC LOCALITIES. FORM 990, PART VI, SECTION A, LINE 2 KATHLEEN DUGAN (BOARD MEMBER) AND MICHAEL DUGAN (BOARD MEMBER) HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 ON SEPTEMBER 30, 2021 THE BYLAWS WERE AMENDED TO INCORPORATE THE FOLLOWING CHANGES: THE TERM OF OFFICE FOR DIRECTORS SHALL BE THREE (3) YEARS. EACH DIRECTOR SHALL HOLD OFFICE UNTIL A SUCCESSOR HAS BEEN ELECTED AND QUALIFIED. UPON APPROVAL BY THE BOARD, A DIRECTOR MAY EXTEND HIS OR HER TERMS FOR ONE YEAR TO SERVE AS IMMEDIATE PAST PRESIDENT OR IMMEDIATE PAST TREASURER. NO PERSON SHALL SERVE MORE THAN TWO (2) CONSECUTIVE FULL TERMS AS DIRECTORS OF THE BOARD UNLESS REQUESTED, BECAUSE OF EXTENUATING CIRCUMSTANCES, TO SERVE FOR ONE (1) ADDITIONAL YEAR. NOTWITHSTANDING SUBJECT TO THE TIME LIMITATIONS, 1) PERSONS SERVING AN INITIAL TERM OF LESS THAN THREE (3) YEARS MAY SERVE FOR TWO (2) ADDITIONAL FULL THREE-YEAR TERMS, 2) DIRECTORS MAY BE RE-ELECTED TO THE BOARD AFTER HAVING NOT SERVED ON THE BOARD FOR AT LEAST ONE (1) YEAR, AND 3) THE EXECUTIVE COMMITTEE MAY EXTEND TERMS FOR DIRECTORS IN ORDER TO FILL VACANCIES ON THE EXECUTIVE COMMITTEE INCLUDING CHAIR, VICE CHAIR, SECRETARY AND TREASURER AND THEY MAY SERVE FOR THE TIME AS ELECTED BY THE BOARD OF DIRECTORS FOR UP TO AN ADDITIONAL THREE (3) YEARS FOR THEIR TERM OF SERVICE ON THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE COMMITTEE. A FINAL COPY OF THE FORM 990 WAS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER AND EMPLOYEE MUST READ AND SIGN THE CONFLICT OF INTEREST POLICY, INDICATING THAT THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. IF C.A.S.E. WISHES TO SECURE PRODUCTS OR SERVICES WITH MEMBERS OF THE BOARD OR THEIR AFFILIATIONS, THE ORGANIZATION WILL ALSO SECURE OTHER BIDS FOR SUCH GOODS/SERVICES WITH OTHER VENDORS AND AWARD APPROPRIATELY. IF A BOARD MEMBER IS ASKED TO VOTE ON A MEASURE THAT COULD CREATE A CONFLICT, THEY MUST RECUSE THEMSELVES FROM THE VOTE. CURRENTLY, THE BOARD CHAIR MONITORS AND ENFORCES THE POLICY FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE BUDGET IS REVIEWED AND DISCUSSED WITH THE FINANCE COMMITTEE AND THEN APPROVED BY THE BOARD OF DIRECTORS. THE ORGANIZATION USES COMPARABILITY DATA FROM OTHER NOT-FOR-PROFIT ORGANIZATIONS TO DETERMINE COMPENSATION AND DOCUMENTS ITS FINDINGS. ANY INCREASES IN COMPENSATION FOR THE CEO ARE APPROVED BY THE BOARD OF DIRECTORS. THE LAST REVIEW TOOK PLACE IN MARCH 2021. FORM 990, PART VI, SECTION C, LINE 19 TO PROTECT THE INTERESTS OF C.A.S.E. AND THE PEOPLE IT SERVES, C.A.S.E. MAINTAINS POLICIES ON: CONFLICT OF INTEREST FOR STAFF AND FOR BOARD MEMBERS WHO SIGN IT ANNUALLY; ETHICAL PRACTICES AND CODES OF CONDUCT WHICH INCLUDES WHISTLEBLOWER PROTECTION; RECORDS RETENTION AND DESTRUCTION; DONOR PRIVACY; AND CLIENT CONFIDENTIALITY AND PRIVACY PRACTICES. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT EXPENSE: PROGRAM SERVICE EXPENSES 802,676. MANAGEMENT AND GENERAL EXPENSES 144,020. FUNDRAISING EXPENSES 18,371. TOTAL EXPENSES 965,067.