2019-12-23T11:49:50-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-07-01 520937199 CORNERSTONE MONTGOMERY CORN 3017153673 2 TAFT COURT NO 200 ROCKVILLE MD 20850 GWEN ZECHA CHIEF FINANCIAL OFFICER 3017153673 2019-12-19 1 MICHAELA CROMAR P00895728 5712279500 X 67.137.57.251 2019-12-19 10:12:42 ES P 1938324BD4D887D076751857843371B82258E98C 2133D0EBAFB53FCF2392F5AD4E899C8767C52AD0 2018 2020-03-31 21:24:44Z CARI GUTHRIE CHO 2 TAFT COURT ROCKVILLE MD 20850 24567188 0 X WWW.CORNERSTONEMONTGOMERY.ORG X 1971 MD EMPOWER PEOPLE W/MENTAL HEALTH & SUBSTANCE USE DISORDERS TO INTEGRATE SUCCESSFULLY INTO SOCIETY. 19 19 491 0 0 0 1394547 1100693 22463857 22541645 64194 70531 178945 313179 24101543 24026048 412371 420205 0 0 17671189 18683270 0 0 324591 4837602 4909714 22921162 24013189 1180381 12859 23470858 23172726 9302928 8979939 14167930 14192787 X TO EMPOWER PEOPLE LIVING WITH MENTAL HEALTH AND CO-OCCURING SUBSTANCE USE DISORDERS TO LIVE, WORK, AND INTEGRATE SUCCESSFULLY WITHIN THE COMMUNITY. 0 0 10089775 416939 2496225 INTENSIVE AND SPECIALTY SERVICESTHIS PROGRAM PROVIDES RESIDENTIAL REHABILITATION, RESIDENTIAL CRISIS AND ASSERTIVE COMMUNITY TREATMENT. RESIDENTIAL REHABILITATION PROVIDES GENERAL AND INTENSIVE LEVEL HOUSING FOR UP TO 212 CONSUMERS. THE MISSION OF THE PROGRAM IS TO ASSIST PEOPLE REALIZE THEIR OWN GOAL OF LIVING AS INDEPENDENTLY AS POSSIBLE BY PROVIDING TRAINING, SUPERVISION AND ASSISTANCE IN THE SKILLS OF COMMUNITY LIVING. THE PROGRAM USES EVIDENCE BASED PRACTICE MODELS SUCH AS DBT (DIALECTICAL BEHAVIORAL THERAPY), ITCOD (INTEGRATED TREATMENT OF CO-OCCURRING DISORDERS) AND IMR (ILLNESS MANAGEMENT AND RECOVERY) TO HELP CONSUMERS MOVE TO LESS INTENSIVE LEVELS OF RESIDENTIAL REHAB SUPPORTS. STAFFING AT THE DIFFERENT SITES RANGES FROM DROP-IN TO TWENTY-FOUR HOURS PER DAY. IN FY19, WE HAD 10 CONSUMERS MOVE TO A LOWER LEVEL OF SERVICE AND 14 CONSUMERS MOVE OUT ON THEIR OWN WITH SUPPORTED LIVING SUPPORTS. THIS REPRESENTS 11% OF THE 212 BEDS THAT WE SERVE. RESIDENTIAL CRISIS PROVIDES A COMMUNITY-BASED RESIDENTIAL ALTERNATIVE TO INPATIENT HOSPITALIZATION WITH INTENSIVE 24 HOURS PER DAY STAFF SUPERVISION TO HELP PEOPLE IN PSYCHIATRIC CRISIS BECOME STABILIZED AND RETURN TO NORMAL LIFE ROUTINES AS QUICKLY AS POSSIBLE. WE SERVED 288 CONSUMERS WITH THREE HOUSES IN FY19 FOR A 99% OCCUPANCY RATE. APPROXIMATELY 52% OR MORE THAN HALF OF THE COMMUNITY REFERRALS CAME FROM HOSPITALS. A STAY IN THIS PROGRAM COSTS THE STATE ONE THIRD OF AN INPATIENT HOSPITAL VISIT AND RESEARCH SHOWS THIS MODEL TO BE EQUALLY EFFECTIVE.THE ASSERTIVE COMMUNITY TREATMENT (ACT) TEAM IS AN INTENSIVE EVIDENCE BASED TREATMENT MODEL WHICH COMBINES OUTPATIENT MENTAL HEALTH AND PSYCHIATRIC REHABILITATION SERVICES OUT IN THE COMMUNITY. IT PROVIDES ASSERTIVE OUTREACH, TREATMENT AND SUPPORT TO ADULTS WHO HAVE NOT BEEN SUCCESSFUL IN MORE TRADITIONAL FORMS OF OUTPATIENT TREATMENT. SERVICE PROVISION IS MOBILE AND PROVIDED IN THE INDIVIDUAL'S NATURAL ENVIRONMENT (I.E. HOME, STREET, SHELTERS, ETC.). THIS IS CONSIDERED THE HIGHEST LEVEL OF CARE PROVIDED TO CLIENTS IN A COMMUNITY?BASED SETTING. THE TEAM IS COMPRISED OF THERAPISTS, ADDICTION SPECIALISTS, VOCATIONAL SPECIALISTS, PEER COUNSELOR, PSYCHIATRIST AND NURSES AND CAN SERVE UP TO 100 CONSUMERS. 4983020 16275361 COMMUNITY SERVICES COMMUNITY SERVICES ENCOMPASS OUR VOCATIONAL, TRANSITION AGED YOUTH, DAY AND SUPPORTED LIVING PROGRAMS.VOCATIONAL SERVICES INCLUDE VOCATIONAL ASSESSMENT AND PLANNING, SUPPORTED EMPLOYMENT JOB SEARCH AND COACHING SERVICES, WORK ADJUSTMENT TRAINING, JOB PLACEMENT AND EMPLOYEE SUPPORT SERVICES. THE PROGRAM HELPED A TOTAL OF 744 CONSUMERS LOOK FOR, FIND AND MAINTAIN EMPLOYMENT IN FY19. THIS REPRESENTS AN EMPLOYMENT RATE OF 59% WHICH IS MORE THAN THREE TIMES THE NATIONAL AVERAGE OF 19% EMPLOYMENT FOR PEOPLE WITH DISABILITIES. THE AVERAGE LENGTH OF TIME AT A JOB WAS 124 WEEKS DURING FY19. THE AVERAGE WAGE EARNED BY OUR WORKING CONSUMERS INCREASED TO $14.63/HOUR FROM $13.45/HOUR. IN TOTAL OUR CONSUMERS EARNED APPROXIMATELY $4 MILLION IN FY 19.TRANSITION AGE YOUTH SERVICES ARE ALSO PROVIDED UNDER THE UMBRELLA OF THE VOCATIONAL PROGRAMS. THE CAREER TRANSITION PROGRAM PROVIDES A UNIQUE COMBINATION OF MENTAL HEALTH, CAREER/VOCATIONAL AND EDUCATIONAL RESOURCES TO ASSIST STUDENTS AND THEIR FAMILIES AND YOUNG ADULTS IN IDENTIFYING AND OBTAINING NECESSARY RESOURCES TO ASSIST IN A SUCCESSFUL TRANSITION FROM SCHOOL TO WORK OR POST-SECONDARY ACADEMIC ENVIRONMENTS. THE CAREER ACADEMIC PSYCHIATRIC-REHABILITATION SERVICES PROVIDES A COMBINATION OF SUPPORTED EDUCATION AND SUPPORTED EMPLOYMENT SERVICES TO YOUNG ADULTS AGE 18-25 POST HIGH SCHOOL TO ASSIST THEM IN ACHIEVING THEIR EMPLOYMENT AND ACADEMIC GOALS. THESE TEAMS SERVED 147 CONSUMERS AND ALSO MAINTAINED A 61% RATE OF EMPLOYMENT IN FY 19. OUT OF THE 89 YOUTH EMPLOYED, 76 OF THEM MAINTAINED THEIR JOBS FOR 90+ DAYS.DAY PROGRAMS (FOUNDATIONS) PROVIDE OUTPATIENT REHABILITATION TRAINING, SEMINARS AND SOCIAL/RECREATIONAL ACTIVITIES TO ASSIST PEOPLE IN DEVELOPING INDEPENDENT LIVING SKILLS AND COMMUNITY INTEGRATION SKILLS. ANYONE IN ANY OF THE PSYCHIATRIC REHABILITATION PROGRAMS IS ELIGIBLE TO PARTICIPATE IN THE DAY PROGRAMS. MOST SKILL DEVELOPMENT AND RECOVERY ACTIVITIES ARE PROVIDED IN A GROUP SETTING AND CONSUMERS HAVE SIGNIFICANT INPUT INTO CLASSES AND ACTIVITIES.SUPPORTED LIVING SERVICES PROVIDE COUNSELING AND INDEPENDENT LIVING SKILLS TRAINING TO PEOPLE LIVING IN THEIR OWN HOMES IN THE COMMUNITY. THE PROGRAM IS ORGANIZED TO ASSIST PEOPLE TO LIVE AS INDEPENDENTLY AS POSSIBLE THROUGH COUNSELING, SKILL DEVELOPMENT AND OTHER SUPPORT AND ASSISTANCE ON A DROP IN" BASIS. THIS PROGRAM ALSO PROVIDES EVIDENCE BASED PRACTICES IN DBT, ITCOD AND IMR. IN FY19, OVER 97% HAD STABLE HOUSING DURING THE YEAR. 4355031 3266 3770059 CLINICAL AND MEDICAL SERVICES OUTPATIENT MENTAL HEALTH CLINICS PROVIDE OUTPATIENT PSYCHIATRIC THERAPY AND MEDICATION SERVICES TO MORE THAN 1,400 INDIVIDUALS IN THE COMMUNITY. THE PROGRAM IS ORGANIZED TO PROVIDE CONTINUITY AND INTEGRATED CARE WITH OTHER PROVIDERS INCLUDING PCP, SPECIALTY, AND OTHER BEHAVIORAL HEALTH SERVICES. IT OFFERS INDIVIDUAL AND GROUP TREATMENT MODALITIES. THE PROGRAM USES EVIDENCE BASE PRACTICE INTERVENTIONS SUCH AS FAMILY PSYCHO-EDUCATION, DIALECTIC BEHAVIORAL THERAPY, AND INTEGRATED TREATMENT FOR CO-OCCURRING DISORDERS. IN ADDITION, THE INDIVIDUAL THERAPY, GROUP THERAPY AND MEDICATION SERVICES ARE AVAILABLE TO ANYONE IN THE COMMUNITY IN NEED OF SUCH SERVICES. OVER 88% OF THE PEOPLE SERVED IN THE CLINICS REPORTED AN IMPROVEMENT IN SYMPTOMS IN FY19. HOSPITAL EMERGENCY ROOM USAGE DECREASED BY 17% AND PSYCHIATRIC HOSPITALIZATIONS DECREASED BY 1.5%.INTEGRATED HEALTH SERVICES DEPARTMENT OVERSEES THE HEALTH HOME PROGRAM, A STATE MEDICAID PROGRAM TO IMPROVE THE SOMATIC HEALTH OF PEOPLE WITH SERIOUS MENTAL HEALTH PROBLEMS. HEALTH HOMES TRACKS HEALTH DATA AND TO SUPPORT CLIENTS WITH CHRONIC SOMATIC CONDITIONS SUCH AS DIABETES, HYPERTENSION OR A HIGH BMI BY LINKING THEM TO MEDICAL CARE AND SUPPORTING THEM IN ACTIVITIES THAT PROMOTE WELLNESS. BY THE END OF FY19, 87% OF HEALTH HOME PARTICIPANTS WITH DIABETES HAD AT LEAST ONE A1C TEST AND 52% HAD TWO A1C TESTS DURING THE PAST YEAR. 55% OF PARTICIPANTS HAD NORMAL LDL MEASURES. THE INTEGRATED HEALTH SERVICES DEPARTMENT ALSO FOCUSED ON TOBACCO CESSATION ACROSS THE ENTIRE AGENCY, AND BY THE END OF FY19 OVER 70 PARTICIPANTS WERE UTILIZING NICOTINE REPLACEMENT THERAPIES TO REDUCE OR STOP SMOKING. 19427826 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 491 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MD X X GWEN ZECHA 3018964262 2 TAFT CT SUITE 200 ROCKVILLE MD 20850 BRIANA BLACK CHAIR 1.00 X X 0 0 0 JAMES WASHINGTON VICE CHAIR 1.00 X X 0 0 0 BARBARA WOOD DIRECTOR 1.00 X 0 0 0 MICHAEL NEARY DIRECTOR 1.00 X 0 0 0 CATHERINE COSTOPOULOS DIRECTOR 1.00 X 0 0 0 CELIA YOUNG DIRECTOR 1.00 X 0 0 0 CHARLES BRADLEY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER COGER DIRECTOR 1.00 X 0 0 0 JAMES WASHINGTON DIRECTOR 1.00 X 0 0 0 JON KIA DIRECTOR 1.00 X 0 0 0 JUNE NOLAN DIRECTOR 1.00 X 0 0 0 JUNQING LIU DIRECTOR (LEFT B4 YE) 1.00 X 0 0 0 MARK ROBINS DIRECTOR 1.00 X 0 0 0 NHORA BARRERA DIRECTOR 1.00 X 0 0 0 REBECCA URLAND DIRECTOR 1.00 X 0 0 0 SIDNEY KATZ DIRECTOR (LEFT B4 YE) 1.00 X 0 0 0 SOMA GANESH DIRECTOR 1.00 X 0 0 0 STEVE RITTER DIRECTOR 1.00 X 0 0 0 TAMI MARK DIRECTOR 1.00 X 0 0 0 ERKAN ERDEM DIRECTOR 1.00 X 0 0 0 ASHLEY FREEMAN DIRECTOR 1.00 X 0 0 0 CARI GUTHRIE CHO CHIEF EXECUTIVE OFFICER 40.00 1.00 X 157305 0 23454 GWEN ZECHA CHIEF FINANCIAL OFFICER 40.00 1.00 X 119025 0 12480 ALEX KNOLL SECRETARY 40.00 X 51969 0 8120 RUTH MURRAY MEDICAL DIRECTOR 40.00 X 154263 0 0 LOURDES CASTINEIRA PSYCHIATRIST 40.00 X 225472 0 31662 FRANCES MACDONALD PSYCHIATRIST 40.00 X 200145 0 6109 SUSAN WILKOFF UTILIZATION MANAGEMENT DIRECTOR 40.00 X 113988 0 3360 CHARLES SCHNEIDERHAN PSYCHIATRIST NURSE PRACTIONER 40.00 X 112340 0 3370 JULIA FRANK PSYCHIATRIST 40.00 X 105938 0 674 1240445 0 89229 8 0 1 0 LJAZ KHAN 2132 EDGEWATER PARKWAY SILVER SPRING MD 20903 MEDICAL SERVICES 180750 1 15500 914778 170415 1100693 COMMUNITY SERVICES 624100 16275361 16275361 CLINIC & MEDICAL SERVICES 624100 3770059 3770059 INTENSIVE & SPECIALTY SERVICES 624100 2496225 2496225 22541645 93822 93822 347731 243953 103778 103778 103778 232617 255908 -23291 -23291 -23291 22035 15500 41279 -19244 -19244 HUD PROPERTY MANAGEMENT FEES 900099 67309 67309 INSURANCE PROCEED & ACCREDIDATION 900099 57725 57725 EXTERNAL TRAINING & STUDIO SALES 900099 49026 49026 54585 54585 228645 24026048 22541645 0 383710 420205 420205 634487 242363 373267 18857 15068550 13275344 1578892 214314 202924 195161 6989 774 1457700 1220143 227910 9647 1319609 1142485 158474 18650 38458 38458 59492 59492 237512 101456 90668 45388 303536 187652 106299 9585 262660 157696 104964 2164606 1532018 632588 369825 354250 14370 1205 672276 288246 384030 164560 19207 145353 LICENSE AND FEES 318086 44010 267905 6171 CONSUMER NEEDS 216842 212932 3910 BAD DEBT RECOVERY -5150 -5150 107011 34658 72353 24013189 19427826 4260772 324591 1376251 1236674 136222 1779671 2350008 82634 57374 346243 327766 23391810 7268588 16744763 16123222 1543167 1613260 1461907 1464422 23470858 23172726 1504317 1695600 67666 39494 4339753 4101768 1974913 1865281 233496 224904 1182783 1052892 9302928 8979939 X 13310495 13483189 657435 509598 200000 200000 14167930 14192787 23470858 23172726 12859 11998 0 X 0 1 X 1 0 X 703831 780205 2603030 1394547 1100693 6582306 703831 780205 2603030 1394547 1100693 6582306 706502 5875804 107349 92197 205253 276782 441553 1123134 2733 2733 74503 70677 504640 228061 228645 1106526 8814699 105897071 0.66660 0.66000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 74,503. 2015 AMOUNT: $ 70,677. 2016 AMOUNT: $ 396,929. INSURANCE PROCEED ACCREDITATION - 2017 AMOUNT: $ 101,323. EXTERNAL TRAINING STUDIO SALES - 2017 AMOUNT: $ 31,349. HUD PROPERTY MANAGEMENT FEES - 2016 AMOUNT: $ 20,782. 2017 AMOUNT: $ 20,782. 2018 AMOUNT: $ 228,645. ACT - SHELTER SERVICES - 2016 AMOUNT: $ 66,291. OTHER REVENUE - 2016 AMOUNT: $ 20,638. 2017 AMOUNT: $ 74,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212544 10036 222580 191235 21309 212544 168550 22685 191235 176289 -7739 168550 177550 -1261 176289 0.89850 0.10150 0 0 1910201 1910201 19847875 6251241 13596634 1241816 788991 452825 391918 228356 163562 16123222 DEFERRED LEASE INCENTIVE 954940 DEPOSITS AND OTHER ASSETS 509482 1464422 CAPITAL LEASE 297418 DEPOSITS 12852 PARTICIPATION LIABILITY 639919 DEFERRED LEASE INCENTIVE 16000 ACCRUED INTEREST 86703 1052892 X 24369048 11998 46035 58033 24311015 -284967 -284967 24026048 24344191 46035 284967 331002 24013189 0 24013189 PART V, LINE 4: ENDOWMENT CORPUS OF $200,000 MUST BE MAINTAINED IN PERPETUITY. APPRECIATION ABOVE THIS LEVEL CAN BE APPROPRIATED FOR EXPENDITURE AS TEMPORARILY RESTRICTED SUPPORT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS INCOME IS TAXABLE. MANAGEMENT IS OF THE OPINION THAT NO LIABILITY WILL RESULT FROM THESE ACTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -41,013. RENTAL EXPENSE -243,954. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 41,013. RENTAL EXPENSE 243,954. GALA 31731 12818 18913 0 16644 21398 OTHER 5804 2682 3122 0 3237 37535 15500 22035 16644 24635 41279 -19244 1 RESIDENTIAL ALLOWANCE 264 416673 CHARITABLE CARE 8 3266 PART I, LINE 2: INDIVIDUAL ACCOUNTS ARE MAINTAINED WITHIN THE ACCOUNTING SYSTEM TO TRACK THE RECEIPT AND DISBURSEMENT OF GRANT/ASSISTANCE FUNDS. X X 0 0 0 0 0 0 0 0 0 CARI GUTHRIE CHO CHIEF EXECUTIVE OFFICER 157305 0 0 0 0 0 7235 0 16219 0 180759 0 0 0 RUTH MURRAY MEDICAL DIRECTOR 154263 0 0 0 0 0 0 0 0 0 154263 0 0 0 LOURDES CASTINEIRA PSYCHIATRIST 225472 0 0 0 0 0 7076 0 24586 0 257134 0 0 0 FRANCES MACDONALD PSYCHIATRIST 200145 0 0 0 0 0 6109 0 0 0 206254 0 0 0 A MONTGOMERY COUNTY MD 526000980 2016-05-26 5000000 PURCHASE AND RENOVATION OF PROPERTY AT 2 TAFT COURT AND REFINANCING OF LOAN 0 0 0 A 760724 5000000 5000000 2017 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD IS COMPOSED OF COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD RELEVANT TO MATTERS UNDER THE COMMITTEES PURVIEW. FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND ALL RELATED SCHEDULES ARE REVIEWED BY THE CHIEF EXCECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND THE FINANCE COMMITTEE FOR ACCURACY AND COMPLETENESS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT COVERS ALL PERSONS IN A POSITION OF AUTHORIY OVER THE ORGANIZATION, INCLUDING OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES. THE OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. SUCH INTERESTS INCLUDE A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES OR OTHER ORGANIZATIONS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A MARKET SURVEY OF SIMILAR POSITIONS IN SIMILAR INDUSTRIES IS PERFORMED. FINAL COMPENSATION AMOUNTS ARE APPROVED BY THE BOARD AND DISCUSSIONS AND APPROVALS ARE DOCUMENTED IN THE BOARD MINUTES. THIS WAS LAST PERFORMED IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE ON OUR COMMON DRIVE TO EMPLOYEES 24/7. THEY ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. SECOND STEP INC 6040 SOUTHPORT DRIVE BETHESDA MD 20814 521730811 HOUSING MD 501(C)(3) LINE 10 0 SECOND STEP INC II 1398LAMBERTON DRIVE SILVER SPRING MD 20902 522225612 HOUSING MD 501(C)(3) LINE 10 0 ST LUKE'S HOMES INC 6040 SOUTHPORT DRIVE BETHESDA MD 20814 521685393 HOUSING MD 501(C)(3) LINE 10 0 WATERSIDE HOMES INC 20208 SIPLEY TERR APT 102C GERMANTOWN MD 20874 510616354 HOUSING MD 501(C)(3) LINE 10 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0