2024-08-02T16:08:31-05:00 2023-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2023-01-01 522100734 CENTER FOR ADOPTION SUPPORT AND EDUCATION INC CENT 3014768525 3919 NATIONAL DRIVE 200 BURTONSVILLE MD 20866 DEBBIE RILEY CEO 3014768525 2024-07-24 1 0 JULIA L LAFFERTY P02288149 3019860600 2024-07-24 2023 2024-08-08 14:25:15Z DEBBIE RILEY 3919 NATIONAL DRIVE 200 BURTONSVILLE MD 20866 9235036 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. 17 17 72 78 0 0 4639702 7707154 938440 931939 40280 65353 184525 153088 5802947 8857534 0 0 0 0 4461760 5309867 0 0 384805 2274861 3560038 6736621 8869905 -933674 -12371 5776795 6010544 2762322 2802371 3014473 3208173 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 3172568 0 330928 COUNSELING - AS A PRIVATE, NONPROFIT SUPPORT CENTER FOR ADOPTIVE FAMILIES, EACH YEAR C.A.S.E. PROVIDES CULTURALLY SENSITIVE MENTAL HEALTH SERVICES TO OVER 2,044 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 YOUTH, ADOPTEE'S, AND THEIR FAMILIES. POST-PERMANENCY 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. 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-ADOPTION MENTAL HEALTH AND EDUCATIONAL SERVICES AND SUPPORTS. IN 2023, 106 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 AND 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 2023, 222 FAMILIES HAVE BEEN SERVED. 2844000 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, 33 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 2023, AN ADDITIONAL 2,035 PROFESSIONALS ENROLLED IN NTI WITH MORE THAN 22,400 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 ON 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 CHILD WELFARE 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. ALL OF OUR SERVICES WILL UTILIZE A RACIAL AND BROADER EQUITY LENS. C.A.S.E. HAS ENGAGED SEVEN NATIONAL PARTNERS TO HELP LEAD THIS INITIATIVE.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 ON 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 CULTURALLY RESPONSIVE, COMPREHENSIVE, AND ACCESSIBLE POST-ADOPTION SERVICES. 667115 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 IN PRE- AND POST-ADOPTION SUPPORT TO MEET THE SPECIFIC NEEDS OF LOCAL, NATIONAL, AND INTERNATIONAL FOSTER AND ADOPTION COMMUNITIES. IN 2023, 5,433 REGISTRANTS SIGNED UP FOR 11 STRENGTHENING YOUR FAMILY WEBINARS AND 1,136 INDIVIDUALS PARTICIPATED IN 23 CUSTOMIZED TRAININGS AND WORKSHOPS PROVIDED BY C.A.S.E. STAFF TO PARENTS IN PROFESSIONALS VIA CONTRACTING ORGANIZATIONS. THREE WISE UP! TRAIN THE TRAINER WORKSHOPS WERE OFFERED WITH 12 NEW ORGANIZATIONS BECOMING LICENSED WISE UP! SITES. C.A.S.E. ALSO OFFERED THREE TOPICAL, SIX-WEEK PARENT SUPPORT GROUP SERIES WITH 105 PARENTS PARTICIPATING. ADDITIONALLY, C.A.S.E. STAFF PARTICIPATED IN THREE NATIONALLY BROADCAST PODCASTS. C.A.S.E. DELIVERED 743 IN-DEMAND EDUCATIONAL WEBINARS TO SUPPORT FAMILIES AND PROFESSIONALS.SCHOOL BASED MENTAL HEALTH PROFESSIONALS TRAINING - IN 2023, 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. THROUGH 2023, 559 SCHOOL-BASED MENTAL HEALTH PROFESSIONALS HAVE ENROLLED IN THE TRAINING. 387796 0 504277 TRAINING ADOPTION COMPETENCY (TAC) - TAC IS A NATIONAL EVIDENCED-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 189 COHORTS, TRAINING 2,789 PROFESSIONALS. IN 2023, 21 COHORTS OF TAC WERE PROVIDED BY C.A.S.E. AND OUR 19 PARTNER AGENCIES THROUGHOUT THE UNITED STATES. 41320 0 261018 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. 429116 0 765295 7112799 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 1 0 0 0 0 0 0 0 0 1 56 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 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 K DEVANEY PRESIDENT / CHAIR 0.50 X X 0 0 0 RICK POWELL VICE CHAIR 0.50 X X 0 0 0 COLLEEN CORDOVA TREASURER 0.50 X X 0 0 0 ALEX HENDRICKS SECRETARY 0.50 X X 0 0 0 UMA AHLUWALIA DIRECTOR 0.50 X 0 0 0 DAVID BULITT DIRECTOR 0.50 X 0 0 0 DARA BUSMAN 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 BARBARA J GERTZOG DIRECTOR 0.50 X 0 0 0 PAMELA KROOTH DIRECTOR 0.50 X 0 0 0 PADMINI MAHURKAR DIRECTOR 0.50 X 0 0 0 HEATHER H QUINN DIRECTOR 0.50 X 0 0 0 KATHLEEN COOK RAVENSCROFT DIRECTOR 0.50 X 0 0 0 AARON D SCHUHAM DIRECTOR 0.50 X 0 0 0 SARA VAN GEERTRUYDEN DIRECTOR 0.50 X 0 0 0 BEVERLY J WOODARD DIRECTOR 0.50 X 0 0 0 AVI BURNSTEIN COO 40.00 X 195000 0 5555 DEBBIE RILEY CEO 40.00 X 239015 0 6105 LESLIE SAVARY CFO 40.00 X 176397 0 2443 LAURA ORNELAS ACADEMY PROGRAM MANAGER 40.00 X 138703 0 4635 DAWN WILSON PROGRAM MANAGER, NTI 40.00 X 134682 0 4521 TAMARA ARSENAULT DEVELOPMENT DIRECTOR 40.00 X 131246 0 4173 YASMIN LEWIS-WHITE HUMAN RESOURCES MANAGER 40.00 X 127806 0 1655 1142849 0 29087 7 0 1 0 UNIVERSITY OF NEBRASKA - LINCOLN 2200 VINE STREET LINCOLN NE 68583 EVALUATION SERVICES 421694 ENCIRCLE 2965 COLONADE DRIVE SW 310 ROANOKE VA 24018 CASE MANAGEMENT SERVICES 153946 BOARD OF REGENTS UNIVERSITY OF WISCONSIN PO BOX 500 MILWAUKEE WI 53201 TRAINING 136825 UNIVERSITY OF CONNECTICUT 438 WHITNEY ROAD EXT UNIT 1133 STORRS CT 06269 TRAINING 132512 BIT TRANSFORMATION 4715 BOILING BROOK PARKWAY ROCKVILE MD 20852 IT CONSULTING 125730 5 1694 302022 5701569 1701869 188498 7707154 TRAINING ADOPTION COMPETENCY 900099 504277 504277 COUNSELING 900099 330928 330928 TRAININGS & PUBLICATIONS 900099 96734 96734 931939 65353 65353 307388 302022 318584 -11196 -11196 147504 58918 88586 88586 OTHER REVENUE 900099 75698 75698 75698 8857534 1096223 0 54157 X 624515 451104 139408 34003 3889663 2809606 868275 211782 33624 24287 7506 1831 432096 312115 96455 23526 329969 238345 73658 17966 21973 1820 20153 62734 6901 55833 14573 14573 1849916 1671371 149535 29010 86025 24873 58552 2600 104216 75963 24935 3318 161570 88213 72397 960 359794 219212 123059 17523 160937 120687 38795 1455 27845 27845 66797 66797 21821 1545 20276 EQUIPMENT REPAIRS AND M 221919 87251 133873 795 MISCELLANEOUS 190724 109956 58290 22478 EVALUATION 74915 74915 DUES AND SUBSCRIPTIONS 69981 13987 53009 2985 64298 780648 -716350 8869905 7112799 1372301 384805 94860 45691 978720 725655 246320 25000 610295 1655711 8720 12260 63550 26647 467125 212177 253019 254948 2144812 2187360 27538 27513 1348961 1049759 5776795 6010544 493230 1131842 858393 558787 1410699 1111742 2762322 2802371 X 784900 844994 2229573 2363179 3014473 3208173 5776795 6010544 -12371 206071 0 X 0 1 X 1 1 1 X 6248187 6087265 5452842 4719520 6491462 28999276 6248187 6087265 5452842 4719520 6491462 28999276 315492 28683784 18051 15880 21679 40280 65353 161243 78439 0 25718 0 776322 880479 4245 3697 3795 54540 75698 141975 30182973 0.95030 0.98510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1873897 227217 2101114 2079531 -205634 1873897 2111237 68494 100000 2079731 1231693 840879 38665 2111237 1147429 3892 80372 1231693 0.00000 1.00000 0.00000 0 0 22174 13322 8852 151142 73581 77561 293809 125274 168535 254948 DEFERRED COMPENSATION ASSET 110935 OPERATING RIGHT-OF-USE ASSET 906983 FINANCE RIGHT-OF-USE ASSET 10814 DEPOSITS 21027 1049759 OPERATING LEASE LIABILITY 989596 FINANCE LEASE LIABILITY 11211 DEFERRED COMPENSATION OBLIGATION 110935 1111742 X 9225537 206071 117587 58918 382576 8842961 14573 14573 8857534 9031837 117587 58918 176505 8855332 14573 14573 8869905 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, 2023 AND 2022, 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 2020 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 58,918. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 58,918. GOLF TOURNEY 139630 76912 62718 8124 0 11898 16372 4492 GALA 469780 225110 244670 5114 34404 138500 25209 74471 609410 302022 307388 13238 34404 150398 41581 78963 318584 -11196 X X 0 0 0 0 0 0 0 1 0 DEBBIE RILEY CEO 217515 0 21500 0 0 0 4450 0 1655 0 245120 0 0 0 AVI BURNSTEIN COO 195000 0 0 0 0 0 3900 0 1655 0 200555 0 0 0 LESLIE SAVARY CFO 170397 0 6000 0 0 0 788 0 1655 0 178840 0 0 0 PART I, LINE 7 DEBBIE RILEY, CEO, & LESLIE SAVARY, CFO, WERE AWARDED PERFORMANCE BONUSES IN 2023. X 4 188498 FMV 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. 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 MAY 2022. 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 356,889. MANAGEMENT AND GENERAL EXPENSES 149,535. FUNDRAISING EXPENSES 29,010. TOTAL EXPENSES 535,434. PARTNER PAYMENTS: PROGRAM SERVICE EXPENSES 1,314,482. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,314,482.