2021-10-07T12:10:18-05:00 2020-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2020-01-01 522100734 THE CENTER FOR ADOPTION SUPPORT & EDUCATION INC CENT 3014768525 3919 NATIONAL DRIVE SUITE 200 BURTONSVILLE MD 20866 DEBBIE B RILEY CEO 3014768525 2021-10-06 1 DEBBIE RILEY 999009999 DANIEL O'SHEA P00957510 3016529100 2021-10-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEBBIE B RILEY 3919 NATIONAL DRIVE SUITE 200 BURTONSVILLE MD 20866 7490414 0 X WWW.ADOPTIONSUPPORT.ORG X 1998 MD SEE PART III, LINE I 16 16 60 54 0 0 6248187 6087265 912036 1079783 18051 15880 126903 181018 7305177 7363946 0 0 0 0 3467291 3746019 0 0 398079 3753135 2540879 7220426 6286898 84751 1077048 3104218 4154118 816667 761736 2287551 3392382 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 2874267 676708 SEE SCHEDULE O 1320493 SEE SCHEDULE O 713064 403075 SEE SCHEDULE O 21350 180994 PUBLICATIONS 21350 180994 4929174 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 20 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 0 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 MI MS NE NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X LESLIE SAVARY CPA 3014768525 3919 NATIONAL DRIVE SUITE 200 BURTONSVILLE MD 20866 HEATHER QUINN CHAIR 0.50 X X 0 0 0 KATHLEEN COOK RAVENSCROFT VICE-CHAIR 0.50 X X 0 0 0 RICHARD K DEVANEY TREASURER 0.50 X X 0 0 0 TRACIE PESCHKE SECRETARY 0.50 X X 0 0 0 MIKE BATTLE PAST CHAIR 0.50 X X 0 0 0 JELANI FREEMAN DIRECTOR 0.50 X 0 0 0 MARIA GARCIA ANDERSON DIRECTOR 0.50 X 0 0 0 CHRIS MARASCO 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 UMA AHLUWALIA DIRECTOR 0.50 X 0 0 0 PAMELA KROOTH DIRECTOR 0.50 X 0 0 0 SARA VAN GEERTRUYDEN DIRECTOR 0.50 X 0 0 0 CAROL SHOEMAKER DIRECTOR 0.50 X 0 0 0 AARON SCHUHAM DIRECTOR 0.50 X 0 0 0 BEVERLY WOODARD DIRECTOR 0.50 X 0 0 0 DEBBIE RILEY CEO 40.00 X 220656 0 0 LESLIE SAVARY CFO 40.00 X 153543 0 0 MARY WICHANSKY DIRECTOR OF PROGRAM OPERATIONS 40.00 X 113100 0 6554 DAWN WILSON PROGRAM MANAGER, NATIONAL INITIATIVES 40.00 X 118154 0 4154 TAMARA ARSENAULT DEVELOPMENT DIRECTOR 40.00 X 112456 0 0 MELISA ROGERS DIRECTOR OF MARKETING 40.00 X 106311 0 1350 MARI ITZKOWITZ DIRECTOR OF CLINICAL SERVICES 40.00 X 100980 0 1558 925200 0 13616 7 0 1 0 0 11925 88699 4808296 1178345 199879 6087265 COUNSELING 611710 676708 676708 TRAINING & DEVELOPMENT 611430 403075 403075 1079783 15880 15880 62940 88699 66613 -3673 -3673 240849 59855 180994 180994 MISCELLANEOUS 900099 3697 3697 3697 7363946 1260777 0 15904 X 374199 277638 73699 22862 2847619 2112797 560841 173981 28926 20505 6792 1629 233538 165552 54836 13150 261737 185542 61457 14738 12172 12172 31932 6745 25187 1379585 1265072 46313 68200 88593 26513 59345 2735 271643 147039 92985 31619 146373 50411 95962 358283 235453 105766 17064 48818 32367 14849 1602 39739 39739 1326 1326 70949 70949 14313 1545 12768 TRAINING 33638 4086 29454 98 DUES & SUBSCRIPTIONS 25846 6589 18154 1103 MISCELLANEOUS 17669 6570 1540 9559 ALLOCATION OF OVERHEAD 0 384750 -384750 6286898 4929174 959645 398079 39785 175157 792858 576279 527172 85074 396113 615092 9899 13763 24025 21998 432968 209496 211653 223472 1031054 2349666 27538 27538 44121 66079 3104218 4154118 663628 546291 97212 51521 55827 163924 816667 761736 X 643949 979032 1643602 2413350 2287551 3392382 3104218 4154118 1077048 27783 0 X 0 1 X 1 1 1 X 3461948 4505749 6631149 6248187 6087265 26934298 3461948 4505749 6631149 6248187 6087265 26934298 2257232 24677066 387 939 19944 18051 15880 55201 53087 106368 150552 78439 0 388446 1961 2463 2439 4245 3697 14805 27392750 4929461 0.90090 0.85960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 1,961. 2017 AMOUNT: $ 2,463. 2018 AMOUNT: $ 2,439. 2019 AMOUNT: $ 4,245. 2020 AMOUNT: $ 3,697. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1231693 840879 38665 2111237 1147429 3892 80372 1231693 250000 908422 -10993 1147429 250000 250000 1.00000 0 0 22174 3819 18355 294497 118624 175873 116297 87053 29244 223472 CAPITAL LEASE 38861 DEFERRED RENT ABATEMENT 77909 DEFERRED COMPENSATION OBLIGATION 47154 163924 X 7455501 27783 43656 -39739 31700 7423801 -59855 -59855 7363946 6350670 43656 59855 103511 6247159 39739 39739 6286898 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, 2020 AND 2019, 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 2017 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 -39,739. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD LISTED AS EXPENSE ON F/S, BUT NETTED WITH REVENUE ON 990 -59,855. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD LISTED AS EXPENSE ON F/S, BUT NETTED WITH REVENUE ON 990 59,855. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON F/S 39,739. GOLF EVENT 131626 88699 42927 5154 10634 12750 5687 SILENT AUCTION 20013 20013 31788 600 151639 88699 62940 36942 10634 12750 6287 66613 -3673 X X 0 0 0 0 0 0 0 1 0 DEBBIE RILEY CEO 200428 0 18573 0 1655 0 0 0 0 0 220656 0 0 0 LESLIE SAVARY CFO 146888 0 5000 0 1655 0 0 0 0 0 153543 0 0 0 PART I, LINE 7 DEBBIE RILEY, CEO, & LESLIE SAVARY, CFO, WERE AWARDED PERFORMANCE BONUSES IN 2020. X 5 168091 FMV X AUCTION ITEMS 99 31788 FMV 0 0 0 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 1,848 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. 2 GRANTS 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 2020, 131 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, 2021 WITH AN ADDITIONAL $1 MILLION TO CONTINUE THE IMPLEMENTATION NATIONALLY. 10 NEW STATE CHILD WELFARE SYSTEMS AND 5 PRIVATE ORGANIZATIONS HAVE INCORPORATED NTI CURRICULA INTO THEIR STAFF TRAINING WITH A TOTAL NOW OF 26 NATIONAL NTI SITES. THEY CONTINUE TO REPORT IMPROVEMENTS IN STAFF SKILLS IN USING STRATEGIES AND PRACTICAL TOOLS TO PROVIDE THE BEST POSSIBLE SERVICES FOR CHILDREN AND FAMILIES. IN 2020, AN ADDITIONAL 5,251 PROFESSIONALS ENROLLED IN NTI. (2) 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 AGREEMENT WITH THE ADMINISTRATION ON CHILDREN YOUTH AND FAMILIES, CHILDREN'S BUREAU. 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 ADOPTION COMMUNITIES. C.A.S.E. OFFERS MORE THAN 20 DIFFERENT CUSTOMIZED, IN-PERSON, AND VIRTUAL TRAININGS FOR PARENTS, CHILDREN AND PROFESSIONALS. IN 2020, C.A.S.E. PROVIDED 41 IN-PERSON AND OR VIRTUAL TRAININGS LOCALLY, NATIONALLY AND INTERNATIONALLY TO OVER 6,599 REGISTRANTS. C.A.S.E. ALSO OFFERS A MONTHLY STRENGTHENING YOUR FAMILY WEBINAR SERIES, REACHING MORE THAN 4,899 REGISTRANTS ACROSS ALL 50 STATES AND 15 COUNTRIES IN 2020 ALONE. 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 125 COHORTS, TRAINING OVER 1,950 PROFESSIONALS. CURRENTLY, TAC IS BEING OFFERED IN 17 SITES THROUGHOUT THE UNITED STATES WITH 16 TRAINING PARTNERS. 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 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 1,265,072. MANAGEMENT AND GENERAL EXPENSES 46,313. FUNDRAISING EXPENSES 68,200. TOTAL EXPENSES 1,379,585.