2016-08-23T11:29:32-05:00 2015-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-01-01 522100734 THE CENTER FOR ADOPTION SUPPORT & EDUCATION INC CENT 3014768525 4000 BLACKBURN LANE NO 260 BURTONSVILLE MD 20866 DEBBIE B RILEY CEO 3014768525 2016-08-23 1 3019519090 2015 2016-12-15 16:53:06Z DEBBIE B RILEY 4000 BLACKBURN LANE NO 260 BURTONSVILLE MD 20866 3468714 0 X WWW.ADOPTIONSUPPORT.ORG X 1998 MD SEE PART III, LINE 1 16 16 34 20 0 0 1735458 2734954 416481 545833 506 374 37913 91658 2190358 3372819 196918 611702 0 0 1273202 1732068 0 0 107083 801933 1022835 2272053 3366605 -81695 6214 584757 736406 250699 396176 334058 340230 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 1301459 6640 398635 COUNSELING: AS A PRIVATE, NONPROFIT SUPPORT CENTER FOR ADOPTIVE FAMILIES, EACH YEAR C.A.S.E. PROVIDES CULTURALLY SENSITIVE MENTAL HEALTH SERVICES TO OVER 500 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 PREMIER COUNSELING SERVICES TO ADVANCE PERMANENCY FOR CHILDREN AND THE HEALTHY GROWTH AND DEVELOPMENT OF FAMILIES.YOUTH DEVELOPMENT: THE 3L ACADEMY (LIVE, LEARN AND LEAD) IS A COMPREHENSIVE, COMMUNITY-BASED PROGRAM SERVING TRANSITIONING FOSTER YOUTH AGING OUT OF FOSTER CARE. THROUGH THIS PROGRAM, WE ENSURE A PATH TO INDEPENDENCE THROUGH MENTORING, ACADEMIC PREPARATION, WORKFORCE DEVELOPMENT AND COMMUNITY ENGAGEMENT, WHICH IMPROVES OUTCOMES FOR SELF-SUFFICIENCY, INDEPENDENCE AND HEALTHY INTERPERSONAL CONNECTIONS. 928398 502450 THE NATIONAL ADOPTION COMPETENCY MENTAL HEALTH TRAINING INITIATIVE (NTI) IS A FIVE YEAR, FEDERALLY-FUNDED COOPERATIVE AGREEMENT AWARDED TO C.A.S.E. THIS TRAINING INITIATIVE IS INTENDED TO BUILD THE ADOPTION COMPETENT MENTAL HEALTH CAPACITY OF CHILD WELFARE PROFESSIONALS AND MENTAL HEALTH PRACTITIONERS. NTI PROVIDES THE CASEWORK AND CLINICAL PRACTICES THAT ADDRESS THE COMPLEX MENTAL HEALTH NEEDS OF CHILDREN, YOUTH AND THEIR FAMILIES MOVING TOWARD OR HAVING ACHIEVED PERMANENCY THROUGH ADOPTION AND GUARDIANSHIP. 441013 102612 147198 TRAINING: C.A.S.E.'S TRAINING PROGRAMS AND EDUCATIONAL FORUMS INTEGRATE THEORY, RESEARCH AND BEST AND INNOVATIVE PRACTICES DESIGNED BY OUR EXPERTS IN POST-ADOPTION SUPPORT TO MEET THE SPECIFIC NEEDS OF LOCAL, NATIONAL AND INTERNATIONAL ADOPTION COMMUNITIES. C.A.S.E. OFFERS AN ARRAY OF CUSTOMIZED TRAININGS FOR PARENTS AND PROFESSIONALS, INCLUDING EXPANSIVE WEB BASED OFFERINGS. C.A.S.E. HAS TRAINED IN 33 STATES AND 5 COUNTRIES, REACHING OVER 22,000 PROFESSIONALS AND FAMILIES.C.A.S.E. HAS DEVELOPED TRAINING FOR ADOPTION COMPETENCY (TAC), THE TAC IS A NATIONAL EVIDENCED INFORMED, RIGOROUSLY EVALUATED MANUALIZED TRAINING PROGRAM DEVELOPED TO PROVIDE LICENSED MENTAL HEALTH PROFESSIONALS WITH THE CLINICAL SKILLS THEY NEED TO PROVIDE QUALITY MENTAL HEALTH SERVICES TO ADOPTED PERSONS, BIRTH FAMILIES, PROSPECTIVE ADOPTIVE PARENTS AND ADOPTIVE FAMILIES AND KINSHIP FAMILIES. THE 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. CURRENTLY, THE TAC IS BEING OFFERED IN FIFTEEN SITES THROUGHOUT THE UNITED STATES. REFER TO WWW.ADOPTIONSUPPORT.ORG FOR SPECIFIC LOCALITIES.ON-LINE TRAINING: STRENGTHENING YOUR FAMILY, AN EMPOWERING AND INSPIRING MONTHLY WEBINAR SERIES, IS DESIGNED TO HELP FOSTER AND ADOPTIVE FAMILIES LEARN VALUABLE SKILLS TO BUILD STRONG FAMILIES. ON AN ANNUAL BASIS, THIS VIRTUAL PLATFORM REACHES OVER 3,000 INDIVIDUALS AND PROFESSIONALS THROUGHOUT THE UNITED STATES, AS WELL AS INTERNATIONALLY. 21136 45551 PUBLICATIONS: C.A.S.E. PUBLICATIONS ARE DEVELOPED TO EDUCATE FAMILIES AND PROFESSIONALS ABOUT THE UNIQUE JOYS AND CHALLENGES SURROUNDING FOSTER CARE AND ADOPTION. WIDELY ACCLAIMED PUBLICATIONS INCLUDE: W.I.S.E. UP, S.A.F.E. AT SCHOOL, BENEATH THE MASK: UNDERSTANDING ADOPTED TEENS, 52 WAYS TO WAYS TO TALK ABOUT ADOPTION, AND TOPICAL FACT SHEETS. 21136 45551 2692006 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 34 1 0 0 0 0 0 1 1 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 CA CO CT MD MN NY NC OR PA VA WI X DEBBIE RILEY 3014768525 4000 BLACKBURN LANE NO 260 BURTONSVILLE MD 20866 KIRAN DIXIT CHAIR 0.50 X X 0 0 0 SARA VAN GEERTRUYDEN VICE CHAIR 0.50 X X 0 0 0 MICHAEL MACFARLAND PAST CHAIR 0.50 X X 0 0 0 LOIS FRIED TREASURER 0.50 X X 0 0 0 KATHLEEN COOK RAVENSCROFT SECRETARY 0.50 X X 0 0 0 COLLEEN LUZIER DIRECTOR 0.50 X 0 0 0 DAN SWANSON DIRECTOR 0.50 X 0 0 0 STEPHEN KROOTH DIRECTOR 0.50 X 0 0 0 TRACIE PESCHKE DIRECTOR 0.50 X 0 0 0 DEBRA STOUFFER DIRECTOR 0.50 X 0 0 0 MICHAEL DUGAN DIRECTOR 0.50 X 0 0 0 GRETCHEN SCHROEDER KEARNEY DIRECTOR 0.50 X 0 0 0 JOAN MOST DIRECTOR 0.50 X 0 0 0 AYESHA HOLMES DIRECTOR 0.50 X 0 0 0 KATHLEEN DUGAN DIRECTOR 0.50 X 0 0 0 MIKE BATTLE DIRECTOR 0.50 X 0 0 0 DEBBIE RILEY CHIEF EXECUTIVE OFFICER 40.00 X 148466 0 2871 LESLIE SAVARY CFO 40.00 X 103852 0 1558 252318 0 4429 2 0 1 0 0 10327 200757 1527546 996324 2734954 COUNSELING FEES 624100 398635 398635 CONFERENCE 611600 106031 106031 TRAINING 611430 34782 34782 PROMOTIONAL MATERIALS 900099 6385 6385 545833 374 374 113530 200757 74451 39079 39079 66995 21444 45551 45551 MISCELLANEOUS 900099 7028 7028 7028 3372819 591384 0 46481 X 611702 611702 256747 148611 97542 10594 1233279 1004121 169424 59734 4153 2932 1080 141 100848 73583 22937 4328 137041 99190 32002 5849 416 416 22984 3500 19484 439131 363725 75406 9902 4475 3668 1759 73613 47001 21932 4680 12935 8296 4639 239607 185316 39502 14789 100853 93064 5235 2554 4606 4606 16261 16261 9979 1545 8434 EQUIP., REPAIRS & MAIN. 55274 16021 38908 345 OTHER EVENT EXPENSES 13683 13683 TRAINING 12852 10659 1782 411 DUES/SUBSCRIPTIONS 5659 604 3156 1899 5080 3978 1102 3366605 2692006 567516 107083 62256 103117 278009 191706 138087 176349 45940 70637 8169 11673 35812 45924 204784 77263 12969 127521 1214 3515 8265 584757 736406 147003 238753 15000 25000 59500 29196 132423 250699 396176 X 165979 253781 168079 86449 334058 340230 584757 736406 6214 -42 0 X 0 1 X 1 1 1 X 1596752 1670856 2013750 1735458 2734954 9751770 1596752 1670856 2013750 1735458 2734954 9751770 3194699 6557071 228 464 424 506 374 1996 13640 39079 52719 19612 7010 15977 4605 7028 54232 9860717 2324107 0.66500 0.64690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3956 3956 0 117248 50085 67163 83580 23222 60358 127521 CAPITAL LEASE 61832 DEFERRED RENT ABATEMENT 70591 132423 X 3380538 -42 21444 21402 3359136 13683 13683 3372819 3374366 21444 21444 3352922 13683 13683 3366605 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2015, C.A.S.E. HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED AS EXPENSE ON THE FINANCIAL STATEMENTS AND 21,444. NETTED AGAINST PUBLICATIONS REVENUE ON FORM 990, PART VIII, LINE 10C. PART XI, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST REVENUE ON THE FINANCIAL 13,683. STATEMENTS AND REPORTED AS EVENT EXPENSES ON PART IX, LINE 24. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED AS EXPENSE ON THE FINANCIAL STATEMENTS AND 21,444. NETTED AGAINST PUBLICATIONS REVENUE ON FORM 990, PART VIII, LINE 10C. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST REVENUE ON THE FINANCIAL 13,683. STATEMENTS AND REPORTED AS EVENT EXPENSES ON PART IX, LINE 24. WINE GALA 226957 147253 79704 26198 14142 GOLF MD 87330 53504 33826 2756 14260 12435 4660 314287 200757 113530 2756 14260 38633 18802 74451 39079 1 COMMONWEALTH CATHOLIC CHARITIES 1601 ROLLING HILLS DRIVE HENRICO VA 23229 540505877 501(C)(3) 25938 VA STATE POST ADOPTION GRANT NATIONAL INDIAN CHILD WELFARE ASSOCIATION 100 SW MACADAM AVENUE SUITE 300 PORTLAND OR 97239 930951531 501(C)(3) 29551 NATIONAL ADOPTION COMPETENCY TRAINING INITIATIVE FEDERAL GRANT LUTHERAN FAMILY SERVICES 2609 MCVITTY ROAD ROANOKE VA 24018 541222012 501(C)(3) 76674 VA STATE POST ADOPTION GRANT POLICY WORKS LTD PO BOX 367 PETERSBURG VA 23804 541764945 N/A 119640 NATIONAL ADOPTION COMPETENCY TRAINING INITIATIVE FEDERAL GRANT CAPACITY BUILDING/MARKETING MATERIALS-MEYER FOUNDATION GRANT UNIVERSITY OF MARYLAND-SCHOOL OF SOCIAL WORK PO BOX 41428 BALTIMORE MD 21203 526002033 GOVERNMENT 328333 NATIONAL ADOPTION COMPETENCY TRAINING INITIATIVE FEDERAL GRANT 4 1 PART I, LINE 2: THE ORGANIZATION MAKES ITS PAYMENTS ON A COST REIMBURSEMENT BASIS; GRANTEES SUBMIT A RECORD OF EXPENSES INCURRED UNDER THE GRANT, AND THEN THE AMOUNTS ARE PAID. X X 0 0 0 0 0 0 0 1 0 DEBBIE RILEY CHIEF EXECUTIVE OFFICER 139352 0 9114 0 0 0 1313 0 1558 0 151337 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: DEBBIE RILEY - $9,114 LESLIE SAVARY - $1,923 FORM 990, PART VI, SECTION A, LINE 2 KATHLEEN DUGAN (BOARD MEMBER) AND MICHAEL DUGAN (BOARD MEMBER) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE 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 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 CHAIRMAN MONITORS AND ENFORCES THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE BUDGET IS REVIEWED AND DISCUSSED WITH THE FINANCE COMMITTEE. 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 JANUARY 2016. FORM 990, PART VI, SECTION C, LINE 19 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 PROGRAM AND OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 262,950. MANAGEMENT AND GENERAL EXPENSES 22,548. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 285,498. NTI GRANT PROPOSAL CONSULTANTS: PROGRAM SERVICE EXPENSES 100,775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,775. CAPACITY BUILDING INITIATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52,858. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,858.