2025-08-13T15:18:25-05:00 2024-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-01-01 522100734 CENTER FOR ADOPTION SUPPORT AND EDUCATION INC CENT 3014768525 3919 NATIONAL DRIVE 200 BURTONSVILLE MD 20866 DEBBIE RILEY CEO 3014768525 2025-08-12 1 1 JOSEPH J BARRECA P00310073 3019860600 2025-08-12 2024 2025-03-06 01:10:19Z DEBBIE RILEY 3919 NATIONAL DRIVE 200 BURTONSVILLE MD 20866 12077500 0 X WWW.ADOPTIONSUPPORT.ORG X 1998 MD THE CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC. (C.A.S.E.) PROVIDES PRE- AND POST-PERMANENCY COUNSELING AND EDUCATION SERVICES TO FOSTER, KINSHIP, AND ADOPTIVE FAMILIES, EDUCATORS, CHILD WELFARE STAFF, AND MENTAL HEALTH PROVIDERS IN THE MARYLAND, NORTHERN VIRGINIA, AND WASHINGTON, D.C. AREAS. C.A.S.E. COMBINES BEST PRACTICE AND INNOVATION TO PROVIDE SPECIALIZED THERAPY, TRAINING, AND RESOURCES TO SUPPORT PERMANENCY FOR CHILDREN AND PROMOTE THE HEALTHY GROWTH AND DEVELOPMENT OF FAMILIES, BOTH LOCALLY AND NATIONALLY. 18 18 75 74 0 0 7707154 10729683 931939 827011 65353 73896 153088 143081 8857534 11773671 0 0 0 0 5309867 6813782 0 0 428981 3560038 4970073 8869905 11783855 -12371 -10184 6010544 6132722 2802371 2760273 3208173 3372449 X THE CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC. (C.A.S.E.) PROVIDES PRE- AND POST-PERMANENCY COUNSELING AND EDUCATION SERVICES TO FOSTER, KINSHIP, AND ADOPTIVE FAMILIES, EDUCATORS, CHILD WELFARE STAFF, AND MENTAL HEALTH PROVIDERS IN THE MARYLAND, NORTHERN VIRGINIA, AND WASHINGTON, D.C. AREAS. C.A.S.E. COMBINES BEST PRACTICE AND INNOVATION TO PROVIDE SPECIALIZED THERAPY, TRAINING, AND RESOURCES TO SUPPORT PERMANENCY FOR CHILDREN AND PROMOTE THE HEALTHY GROWTH AND DEVELOPMENT OF FAMILIES, BOTH LOCALLY AND NATIONALLY. 0 0 5839552 0 0 NATIONAL INITIATIVES - THE NATIONAL ADOPTION COMPETENCY MENTAL HEALTH TRAINING INITIATIVE (NTI) (#90CO1144) 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. NTI 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 WAS EXTENDED THROUGH SEPTEMBER 2022 WITH ADDITIONAL $1 MILLION/YEAR SENATE APPROPRIATIONS FUNDING TO CONTINUE THE IMPLEMENTATION NATIONALLY. THE COOPERATIVE AGREEMENT WAS REFUNDED IN OCTOBER 2022 FOR FIVE YEARS, $10 MILLION, TO CONTINUE NATIONWIDE INFUSION AND IMPLEMENTATION WITHIN CHILD WELFARE SYSTEMS AND INCREASE UTILIZATION BY MENTAL HEALTH PROVIDERS ALONG WITH UPDATING THE CURRICULUM AND CONTINUING THE EVALUATION. SINCE 2019, 31 STATE CHILD WELFARE AGENCIES ARE EITHER HOSTING OR ACTIVELY PROMOTING NTI WITH THEIR STAFF AND ANOTHER 23 LOCAL, STATE, AND NATIONAL CHILD WELFARE OR MENTAL HEALTH PRIVATE ORGANIZATIONS HAVE INTEGRATED NTI INTO PRACTICE. IN 2024, AN ADDITIONAL 2,322 PROFESSIONALS ENROLLED IN NTI WITH MORE THAN 24,722 INDIVIDUALS ENROLLING IN NTI SINCE 2017.C.A.S.E. WAS AWARDED A NEW FIVE YEAR INITIATIVE FOR $20 MILLION IN SEPTEMBER 2023, TO CREATE THE NATIONAL CENTER FOR ADOPTION COMPETENT MENTAL HEALTH SERVICES. THIS INITIATIVE WAS FUNDED THROUGH A COOPERATIVE AGREEMENT (#90CO1145) WITH THE CHILDREN'S BUREAU, ADMINISTRATION OF CHILDREN AND FAMILIES, DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE NATIONAL CENTER FOR ADOPTION COMPETENT MENTAL HEALTH SERVICES AIMS TO IMPROVE MENTAL HEALTH OUTCOMES FOR CHILDREN AND FAMILIES WHO EXPERIENCED CHILD WELFARE SYSTEMS BY PROVIDING TECHNICAL ASSISTANCE THAT BRIDGES THE GAP BETWEEN CHILD WELFARE AND MENTAL HEALTH SYSTEMS TO INCREASE ACCESS TO THE ADOPTION COMPETENT MENTAL HEALTH SERVICES THAT CHILDREN AND FAMILIES NEED. C.A.S.E. WILL WORK WITH NATIONAL LEADERS AS WELL AS PARENTS AND YOUNG ADULTS WITH LIVED EXPERIENCE TO PROVIDE A CONTINUUM OF SERVICES TO SUPPORT CROSS-SYSTEM COLLABORATION BETWEEN CHILD WELFARE SYSTEMS AND MENTAL HEALTH SYSTEMS. C.A.S.E. WILL OFFER SERVICES RANGING FROM ARTICLES, WEBINARS, AND PEER LEARNING COMMUNITIES TO HANDS-ON, TAILORED TECHNICAL ASSISTANCE (TA) TO DELIVER NEW AND ENHANCED SUPPORT AND TRAINING TO STATES, TRIBES, TERRITORIES, AND PROFESSIONALS TO MEET THE NEEDS OF CHILDREN AND FAMILIES. C.A.S.E. HAS ENGAGED FIVE NATIONAL PARTNERS AND SUBJECT MATTER EXPERTS TO HELP LEAD THIS INITIATIVE. CURRENTLY, C.A.S.E. IS PROVIDING INTENSIVE TA TO THREE NATIONAL SITES AND ONE TRIBAL NATION. C.A.S.E. IS A PARTNER WITH SPAULDING FOR CHILDREN, THE LEAD AGENCY, ON A NATIONAL INITIATIVE TO CREATE A NATIONAL CENTER FOR ENHANCED POST-ADOPTION SUPPORT. THIS INITIATIVE WAS FUNDED THROUGH A COOPERATIVE AGREEMENT WITH THE CHILDREN'S BUREAU, ADMINISTRATION OF CHILDREN AND FAMILIES, DEPARTMENT OF HEALTH AND HUMAN SERVICES IN OCTOBER 2023. THE POST-ADOPTION CENTER WILL SERVE AS A HUB FOR POST-ADOPTION EXPERTISE AND EVIDENCE-INFORMED TRAINING AND TECHNICAL ASSISTANCE TO SUPPORT STATES, TRIBAL NATIONS, AND TERRITORIES AROUND THE COUNTRY AS THEY DEVELOP AND IMPLEMENT RESPONSIVE, COMPREHENSIVE, AND ACCESSIBLE POST-ADOPTION SERVICES. 3347523 0 357921 COUNSELING - AS A PRIVATE, NONPROFIT MENTAL HEALTH SUPPORT CENTER FOR ADOPTIVE, KINSHIP, AND FOSTER YOUTH AND THEIR FAMILIES, EACH YEAR C.A.S.E. PROVIDES ADOPTION COMPETENT MENTAL HEALTH SERVICES TO OVER 1,706 PROSPECTIVE FOSTER, KINSHIP, AND ADOPTIVE FAMILIES AND ADOPTIVE YOUTH/TEENS, ADULT ADOPTEE'S 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/KINSHIP YOUTH, ADOPTEE'S, AND THEIR FAMILIES. POST-ADOPTION CARE INVOLVES EARLY INTERVENTION MEASURES TO ENSURE THAT CHILDREN AND FAMILIES CAN THRIVE. C.A.S.E. STAFF ARE A MULTI-DISCIPLINARY TEAM TRAINED IN C.A.S.E.'S ACCREDITED EVIDENCE-BASED TRAINING FOR ADOPTION COMPETENCY (TAC) TRAINING 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 EVIDENCE-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. HAS CONTRACTED WITH THE MARYLAND DEPARTMENT OF HUMAN SERVICES TO HELP CHILDREN AGED 18 AND YOUNGER WHO HAVE BEEN ADOPTED FROM FOSTER CARE TO GROW IN PERMANENT, STABLE, LOVING FAMILIES. THIS STATE-WIDE PROGRAM DELIVERS SPECIALIZED POST-PERMANENCY MENTAL HEALTH AND EDUCATIONAL SERVICES AND SUPPORT. IN 2024, 98 FAMILIES HAVE BEEN SERVED.C.A.S.E. IS LEADING THE NORTHERN POST ADOPTION CASE CONSORTIUM INITIATIVE, PARTNERING WITH CHILDREN'S HOME SOCIETY OF VIRGINIA, ENCIRCLE THROUGH FUNDING FROM THE VIRGINIA DEPARTMENT OF SOCIAL SERVICES TO OFFER POST-ADOPTION CASE MANAGEMENT AND CLINICAL SERVICES TO HELP ADOPTIVE FAMILIES IN VIRGINIA ACCESS APPROPRIATE SERVICES AND RESOURCES THROUGH COMMUNITY-BASED LINKAGE AND REFERRAL, EDUCATION, AND ADVOCACY. IN 2024, 224 FAMILIES HAVE BEEN SERVED. 723581 0 0 EDUCATION RESOURCES AND TRAININGS - C.A.S.E.'S TRAINING PROGRAMS AND EDUCATIONAL FORUMS INTEGRATE THEORY, RESEARCH, AND BEST AND INNOVATIVE PRACTICES DESIGNED BY OUR EXPERTS AS WELL AS NATIONAL EXPERTS AND THOSE WITH LIVED EXPERIENCE IN PRE- AND POST-ADOPTION SUPPORT TO MEET THE SPECIFIC NEEDS OF LOCAL, NATIONAL, AND INTERNATIONAL FOSTER, KINSHIP, AND ADOPTION COMMUNITIES. IN 2024, 8,645 REGISTRANTS SIGNED UP FOR 10 STRENGTHENING YOUR FAMILY WEBINARS AND FOUR ADDITIONAL WEBINARS. 978 INDIVIDUALS PARTICIPATED IN 30 CUSTOMIZED TRAININGS, WORKSHOPS AND PRESENTATIONS PROVIDED BY C.A.S.E. STAFF TO PARENTS IN PROFESSIONALS VIA CONTRACTING AND COMMUNITY ORGANIZATIONS. THREE WISE UP! TRAIN THE TRAINER WORKSHOPS WERE OFFERED WITH 10 NEW ORGANIZATIONS BECOMING LICENSED WISE UP! SITES FOR A TOTAL OF 28 LICENSED SITES. C.A.S.E. ALSO OFFERED SEVEN SUPPORT GROUP SERIES FOR PARENTS, OR ADULT ADOPTEES WITH 283 INDIVIDUALS PARTICIPATING. C.A.S.E. DELIVERED 442 IN-DEMAND EDUCATIONAL WEBINARS TO SUPPORT FAMILIES AND PROFESSIONALS. SCHOOL-BASED MENTAL HEALTH PROFESSIONALS TRAINING - IN 2024, C.A.S.E. ADAPTED THE NTI TRAINING FOR MENTAL HEALTH PROFESSIONALS TO ASSURE SCHOOL-BASED MENTAL HEALTH PROFESSIONALS, INCLUDING SCHOOL COUNSELORS, SOCIAL WORKERS, THERAPISTS, PSYCHOLOGISTS, AND OTHER PROFESSIONALS AND ADMINISTRATORS, WOULD HAVE THE ABILITY TO UNDERSTAND AND ADDRESS THE MENTAL HEALTH AND DEVELOPMENT CHALLENGES OF STUDENTS WITH EXPERIENCES OF ADOPTION, FOSTER CARE, AND KINSHIP CARE IN PUBLIC, PRIVATE, AND CHARTER K-12 GRADES. MANY OF THESE STUDENTS EXPERIENCE ACADEMIC AND SOCIAL/PEER CHALLENGES DUE TO THEIR EARLY ADVERSE EXPERIENCES COMBINED WITH INTERRUPTIONS IN LEARNING RESULTING FROM MULTIPLE MOVES AND PLACEMENT CHANGES. THIS TRAINING WAS LAUNCHED IN SEPTEMBER 2023. IMPLEMENTATION IN LOCAL AND NATIONAL SCHOOLS AND SCHOOL DISTRICTS AND EVALUATION ACTIVITIES ARE FUNDED BY PRIVATE FUNDING. TO DATE, 1,277 SCHOOL-BASED MENTAL HEALTH PROFESSIONALS HAVE ENROLLED IN THE TRAINING. ADDITIONALLY, IMPLEMENTATION SPECIALISTS WORKED WITH SCHOOL DISTRICTS IN ILLINOIS, OKLAHOMA, AND MARYLAND TO IMPLEMENT AND RECEIVE COACHING TO INTEGRATE THE TRAINING INTO PRACTICE.ACADEMY FOR ELEVATING CLINICAL PRACTICE IN PERMANENCY (THE ACADEMY) - THE ACADEMY WAS CREATED IN 2021, THEN KNOWN AS THE NATIONAL DEMONSTRATION AND TEACHING CLINIC (DTC), TO ADDRESS THE COMBINED NATIONAL MENTAL HEALTH CRISIS AND NATIONAL WORKFORCE SHORTAGE BY PREPARING MENTAL HEALTH PROFESSIONALS TO SERVE THE ADOPTION, FOSTER CARE, AND KINSHIP CAREGIVING COMMUNITY MORE EFFICIENTLY AND EFFECTIVELY. AT THE ACADEMY, THERAPISTS OF ALL LEVELS GROW AND DEEPEN IN ADOPTION SPECIALTY PRACTICE THROUGH A RANGE OF SUPPORTS. THESE INCLUDE: - NEWLY CREATED ADVANCED COURSEWORK PROPRIETARY TO THE ACADEMY - PARTICIPATION IN LEARNING COHORTS WITH THEIR PEERS AND ADVANCED CONSULTANTS - ACCESS TO C.A.S.E.'S LEARNING MANAGEMENT SYSTEM WITH A UNIQUELY CREATED INSTRUCTIONAL VIDEO COLLECTION, PROPRIETARY TO THE ACADEMY - OPTIONALLY TRAIN IN THE SIMULATION LABORATORY (CURRENTLY OPERATED THROUGH THE UNIVERSITY OF OKLAHOMA)AUDIENCES OF THE ACADEMY INCLUDE INTERNS, MID-LEVEL MENTAL HEALTH CLINICIANS, AND ADVANCED CLINICIANS. THE ACADEMY HAS BEEN PILOTING WITH THE INTERN AUDIENCE AT C.A.S.E. FROM 2022-25, THROUGH A COLLABORATION FOR WORKFORCE DEVELOPMENT WITH THE UNIVERSITY OF OKLAHOMA 2023-25, AND WITH THREE COURSES FOR ADVANCED AUDIENCES IN THE FALL OF 2024. DEMONSTRABLE OUTCOMES ON VARIOUS MEASURES ARE SHOWING PROMISING RESULTS. 580867 0 363484 TRAINING FOR ADOPTION COMPETENCY (TAC) - TAC IS A NATIONAL EVIDENCE-INFORMED, ACCREDITED, 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 CURRICULUM IS BASED ON 18 CLINICAL COMPETENCIES VETTED NATIONALLY WITH A NATIONAL ADVISORY BOARD OF EXPERTS WITH LIVED AND PROFESSIONAL EXPERTISE. THESE COMPETENCIES ALSO PROVIDE THE FOUNDATION FOR THE DEFINITION OF AN ADOPTION COMPETENT MENTAL HEALTH PROFESSIONAL. IN 2020, TAC RECEIVED ACCREDITATION BY THE INSTITUTE FOR CREDENTIALING EXCELLENCE MOVING TAC TO THE ONLY ASSESSMENT-BASED ADOPTION COMPETENCY CERTIFICATE PROGRAM. SINCE 2009, TAC TRAINING HAS BEEN REPLICATED WITH 208 COHORTS, TRAINING 2,864 PROFESSIONALS. IN 2024, 22 COHORTS OF TAC WERE PROVIDED BY C.A.S.E. AND ITS 19 PARTNER AGENCIES THROUGHOUT THE UNITED STATES FOR A TOTAL OF 293 STUDENTS ENROLLED. REFER TO WWW.ADOPTIONSUPPORT.ORG FOR SPECIFIC LOCALITIES. 16467 0 239351 PUBLICATIONS - C.A.S.E. PUBLICATIONS EDUCATE FAMILIES, PROFESSIONALS, AND THE COMMUNITY ABOUT THE UNIQUE JOYS AND CHALLENGES OF ADOPTION. C.A.S.E. STAFF MEMBERS CONTINUE TO AUTHOR BOOKS, ARTICLES, AND FACT SHEETS TO FURTHER EDUCATE PARENTS AND PROFESSIONALS.C.A.S.E. PUBLICATIONS INCLUDE A MONTHLY E-NEWSLETTER, BENEATH THE MASK: UNDERSTANDING ADOPTED TEENS, S.A.F.E. AT SCHOOL, THE WHOLE ME AND W.I.S.E. UP! POWERBOOK, 52 WAYS TO TALK ABOUT ADOPTION, AND THE NEWEST PUBLICATION RELEASED IN 2019, BENEATH THE MASK: FOR TEEN ADOPTEES. 597334 0 602835 10507990 1 1 0 0 0 0 0 0 0 1 1 0 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 0 0 0 0 0 0 0 0 0 1 61 0 1 75 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 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 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 RICHARD DEVANEY PRESIDENT/CHAIR 0.50 X X 0 0 0 RICK POWELL VICE CHAIR 0.50 X X 0 0 0 ALEX HENDRICKS SECRETARY 0.50 X X 0 0 0 COLLEEN CORDOVA TREASURER 0.50 X X 0 0 0 DANIELLE NGUYEN DIRECTOR 0.50 X 0 0 0 ANNA KOEHLE DIRECTOR 0.50 X 0 0 0 SARA VAN GEERTRUYDEN DIRECTOR 0.50 X 0 0 0 DOUGLAS CHEESEMAN DIRECTOR 0.50 X 0 0 0 MICHAEL DUGAN DIRECTOR 0.50 X 0 0 0 KATHLEEN DUGAN DIRECTOR 0.50 X 0 0 0 PAM KROOTH DIRECTOR 0.50 X 0 0 0 HEATHER HOSTETTER DIRECTOR 0.50 X 0 0 0 MICHAELA BATTLE DIRECTOR 0.50 X 0 0 0 BARBARA GERTZOG DIRECTOR 0.50 X 0 0 0 DARA BUSMAN DIRECTOR 0.50 X 0 0 0 BEVERLY WOODARD DIRECTOR 0.50 X 0 0 0 UMA AHLUWALIA DIRECTOR 0.50 X 0 0 0 AARON SCHUHAM DIRECTOR 0.50 X 0 0 0 DAVID BULITT DIRECTOR 0.50 X 0 0 0 DEBBIE RILEY CEO 40.00 X 284806 0 11253 LESLIE SAVARY CFO 40.00 X 190940 0 8838 AVI BURSTEIN COO 40.00 X 210590 0 9532 MARY WICHANSKY PROGRAM MANAGER-NATIONAL INITIATIVE 40.00 X 175108 0 8655 DAWN WILSON PROGRAM MANAGER, NTI 40.00 X 168160 0 8234 LAURA ORNELAS ACADEMY PROGRAM MANAGER 40.00 X 154684 0 7829 YASMIN LEWIS-WHITE HUMAN RESOURCES MANAGER 40.00 X 146837 0 1655 1331125 0 55996 7 0 1 0 UNIVERSITY OF NEBRASKA - LINCOLN 2200 VINE ST LINCOLN NE 68583 EVALUATION SERVICES 802536 JUDGE BAKER CHILDREN'S CENTER 53 PARKER HILL AVE BOSTON MA 02120 TECHNICAL ASSISTANCE 593474 FOSTER CLUB 630 SOUTH HOLLADAY DR STE 1 SEASIDE OR 97138 LIVED EXPERIENCE 194658 POLICY WORKS 780 PRESERVATION PL MOUNT PLEASANT SC 29464 EVALUATION/ADVISOR 170426 NATIONAL ADOPTION ASSOCIATION 605 GLOBAL WAY STE 100 LINTHICUM MD 21090 COMMUNITY ENGAGEMENT 166086 5 3002 251960 7641161 2833560 8960 10729683 TRAINING ADOPTION COMPETENCY 900099 363484 363484 COUNSELING 900099 357921 357921 TRAININGS & PUBLICATIONS 900099 105606 105606 827011 73896 73896 215490 251960 206154 9336 9336 163356 97675 65681 65681 OTHER REVENUE 900099 68064 68064 68064 11773671 960756 0 83232 X 715959 548207 129403 38349 5020623 3844267 907433 268923 103819 79494 18764 5561 562987 431076 101755 30156 410394 314237 74175 21982 9155 5400 3755 69301 17062 52239 17141 17141 3000179 2919567 76640 3972 101322 42599 58119 604 153350 110593 28893 13864 211121 97856 112025 1240 315530 216818 81189 17523 273949 228873 41400 3676 48030 48030 79858 79858 21992 1545 20447 EQUIPMENT R&M 227645 84404 143241 MISCELLANEOUS 189666 120899 50788 17979 TRAINING & EVALUATION 160999 151950 9049 DUES & SUBSCRIPTIONS 90835 26810 58873 5152 1266333 -1266333 11783855 10507990 846884 428981 45691 24249 725655 369740 25000 1655711 1797246 12260 17575 26647 43436 426600 209883 254948 216717 2187360 2808695 27513 29516 1049759 825548 6010544 6132722 1131842 1399966 558787 162307 321937 1111742 876063 2802371 2760273 X 844994 961985 2363179 2410464 3208173 3372449 6010544 6132722 -10184 174460 0 X 0 1 X 1 1 1 X 6087265 5452842 4639702 7707154 10729683 34616646 6087265 5452842 4639702 7707154 10729683 34616646 1313031 33303615 15880 21679 40280 65353 73896 217088 3697 3795 54540 75698 68064 205794 35039528 6679848 0.95050 0.95030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 3,697. 2021 AMOUNT: $ 3,795. 2022 AMOUNT: $ 54,540. 2023 AMOUNT: $ 75,698. 2024 AMOUNT: $ 68,064. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2101114 193230 2294344 1873897 227217 2101114 2079531 -205634 1873897 2111237 68494 100000 2079731 1231693 840879 38665 2111237 0.00000 1.00000 0.00000 0 0 22174 16490 5684 154934 92500 62434 249492 100893 148599 216717 DEFERRED COMPENSATION ASSET 124240 OPERATING RIGHT-OF-USE ASSET 678736 FINANCE RIGHT-OF-USE ASSET 1545 DEPOSITS 21027 825548 OPERATING LEASE LIABILITY 750206 FINANCE LEASE LIABILITY 1617 DEFERRED COMPENSATION OBLIGATION 124240 876063 X 12186780 174460 158115 97675 430250 11756530 17141 17141 11773671 12022504 158115 97675 255790 11766714 17141 17141 11783855 PART V, LINE 4: THE EARNINGS OF THE ENDOWMENT FUNDS ARE USED TO FUND PROGRAM DEVELOPMENT, EXPANSION, AND INNOVATION. 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 STATEMENT OF ACTIVITIES. DURING THE YEARS ENDED DECEMBER 31, 2024 AND 2023, 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 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF THE STATE OF MARYLAND. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 97,675. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 97,675. GOLF TOURNEY 136500 72720 63780 10451 13724 15840 1597 GALA 330950 179240 151710 7206 20300 78386 7990 50660 467450 251960 215490 17657 20300 92110 23830 52257 206154 9336 X X 0 0 0 0 0 0 0 1 0 DEBBIE RILEY CEO 257200 0 27606 0 0 0 9598 0 1655 0 296059 0 0 0 AVI BURSTEIN COO 210590 0 0 0 0 0 7877 0 1655 0 220122 0 0 0 LESLIE SAVARY CFO 190940 0 0 0 0 0 7183 0 1655 0 199778 0 0 0 MARY WICHANSKY PROGRAM MANAGER-NATIONAL INITIATIVE 175108 0 0 0 0 0 7000 0 1655 0 183763 0 0 0 DAWN WILSON PROGRAM MANAGER, NTI 168160 0 0 0 0 0 6579 0 1655 0 176394 0 0 0 LAURA ORNELAS ACADEMY PROGRAM MANAGER 154684 0 0 0 0 0 6174 0 1655 0 162513 0 0 0 PART I, LINE 7 DEBBIE RILEY, CEO WAS AWARDED A PERFORMANCE BONUS IN 2024. FORM 990, PART VI, SECTION A, LINE 2 KATHLEEN DUGAN, DIRECTOR AND MICHAEL DUGAN, DIRECTOR 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 2025. 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 CONSULTING: PROGRAM SERVICE EXPENSES 472,084. MANAGEMENT AND GENERAL EXPENSES 76,640. FUNDRAISING EXPENSES 3,972. TOTAL EXPENSES 552,696. PARTNER PAYMENTS: PROGRAM SERVICE EXPENSES 2,447,483. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,447,483.