2019-03-28T10:12:16-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-07-01 520937199 CORNERSTONE MONTGOMERY INC CORN 3017153673 2 TAFT COURT NO 200 ROCKVILLE MD 20850 GWEN ZECHA CHIEF FINANCIAL OFFICER 3017153673 2019-03-26 1 HEMALI PATEL P01337292 5712279500 67.137.57.251 2019-03-26 12:25:36 ED P EC8E3AB080DBEC95795E073DF7D20F3E654B0034 88FC096EEAA4AA34D2309BD4BFC487DBE06F0B48 2017 2019-02-21 02:37:17Z CARI GUTHRIE CHO 2 TAFT COURT ROCKVILLE MD 20850 24404555 0 X WWW.CORNERSTONEMONTGOMERY.ORG X 1971 MD EMPOWER PEOPLE W/MENTAL HEALTH & SUBSTANCE USE DISORDERS TO INTEGRATE SUCCESSFULLY INTO SOCIETY. 20 20 447 142 0 0 2603030 1394547 20733339 22463857 180960 64194 505515 178945 24022844 24101543 415365 412371 0 0 16584345 17671189 0 0 266888 4422487 4837602 21422197 22921162 2600647 1180381 23661990 23470858 10732672 9302928 12929318 14167930 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 10216282 2589045 INTENSIVE AND SPECIALTY SERVICES - THIS 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 FY18, WE HAD 20 CONSUMERS MOVE TO A LOWER LEVEL OF SERVICE AND 6 CONSUMERS MOVE OUT ON THEIR OWN WITH SUPPORTED LIVING SUPPORT. THIS REPRESENTS 12% 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 400 CONSUMERS WITH THREE HOUSES IN FY 18 FOR A 99% OCCUPANCY RATE. APPROXIMATELY 95% OF 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. 4718175 406138 15773358 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 708 CONSUMERS LOOK FOR, FIND AND MAINTAIN EMPLOYMENT IN FY 18. THIS REPRESENTS AN EMPLOYMENT RATE OF 60% 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 130 WEEKS DURING FY 18. THE AVERAGE WAGE EARNED BY OUR WORKING CONSUMERS INCREASED TO $13.45/HOUR FROM $12.44/HOUR. IN TOTAL OUR CONSUMERS EARNED APPROXIMATELY $4 MILLION IN FY 18.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 ADULT'S AGE 18-25 POST HIGH SCHOOL TO ASSIST THEM IN ACHIEVING THEIR EMPLOYMENT AND ACADEMIC GOALS. THESE TEAMS SERVED 139 CONSUMERS AND ALSO MAINTAINED A 66% RATE OF EMPLOYMENT IN FY 18. OUT OF THE 91 YOUTH EMPLOYED, 67 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 FY 18, OVER 95% HAD STABLE HOUSING DURING THE YEAR. 4055791 6233 4101454 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 75% OF THE PEOPLE SERVED IN THE CLINICS REPORTED AN IMPROVEMENT IN SYMPTOMS IN FY18. THE USE OF HOSPITAL EMERGENCY ROOMS DECREASED BY 17% AND PSYCHIATRIC HOSPITALIZATIONS DECREASED OVER 20%.INTEGRATED HEALTH SERVICES IS PART OF A STATE BASED EFFORT TO IMPROVE THE HEALTH OF THE PEOPLE WE SERVE WHO HAVE CHRONIC MEDICAL CONDITIONS. IT SUPPORTS A BROADER EFFORT TO INTEGRATE SOMATIC AND BEHAVIORAL HEALTH SERVICES AND TARGETS POPULATIONS WITH BEHAVIORAL HEALTH NEEDS WHO ARE AT HIGH RISK FOR ADDITIONAL CHRONIC CONDITIONS INCLUDING DIABETES, OBESITY, ETC. THIS IS A COMMUNITY-BASED APPROACH AND HAS SEVERAL IMPORTANT GOALS WHICH INCLUDE: IMPROVE THE HEALTH OF PARTICIPANTS IN MANAGING THEIR CHRONIC HEALTH CONDITIONS; PROMOTE A POSITIVE CLIENT EXPERIENCE OF CARE AND REDUCE HEALTHCARE COSTS. IN FY 18, MEDICAL HOSPITALIZATIONS DECREASED AS MUCH AS 17% WHICH STAFF CORRELATE TO THE IMPROVED COORDINATION OF CARE PROVIDED BY THE HEALTH HOME TEAM. 18990248 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 12 0 447 1 0 0 0 0 0 0 0 0 0 0 X 20 20 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 MICHAEL NEARY CHAIR 1.00 X 0 0 0 VARDA FINK VICE CHAIR 1.00 X 0 0 0 BARBARA WOOD DIRECTOR 1.00 X 0 0 0 BRIANA BLACK 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 JERARD SELDIN DIRECTOR 1.00 X 0 0 0 JUNE NOLAN DIRECTOR 1.00 X 0 0 0 LAWRENCE DUFF JR DIRECTOR 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 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 TERI KINSELLA DIRECTOR 1.00 X 0 0 0 CARI GUTHRIE CHO CHIEF EXECUTIVE OFFICER - PRESIDENT 40.00 1.00 X 158631 0 17871 GWEN ZECHA CHIEF FINANCIAL OFFICER - TREASURER 40.00 1.00 X 118502 0 9731 ALEX KNOLL SECRETARY 40.00 X 42772 0 8006 FRANCES MACDONALD MEDICAL DIRECTOR 40.00 X 199314 0 14105 LOURDES CASTINEIRA PSYCHIATRIST 40.00 X 211573 0 29539 SIMONA PICK BOTH PSYCHIATRIST 40.00 X 206792 0 0 MARIAM PARVEEN PSYCHIATRIST 40.00 X 202251 0 6530 DEVIKA KRISHNAN PSYCHIATRIST 40.00 X 121951 0 0 SUSAN WILKOFF UTILIZATION MANAGEMENT DIRECTOR 40.00 X 111988 0 3360 1373774 0 89142 8 0 1 0 LJAZ KHAN 2132 EDGEWATER PARKWAY SILVER SPRING MD 20903 MEDICAL SERVICES 173508 RUTH MURRAY 2132 EDGEWATER PARKWAY SILVER SPRING MD 20903 MEDICAL SERVICES 118075 2 52510 404128 937909 6097 1394547 COMMUNITY SERVICES 624100 15773358 15773358 CLINIC & MEDICAL SERVICES 624100 4101454 4101454 INTENSIVE & SPECIALTY SERVICES 624100 2589045 2589045 22463857 73718 73718 203064 241541 -38477 -38477 -38477 18606 16396 11734 2210 -11734 -9524 -9524 22702 52510 33341 -10639 -10639 INSURANCE PROCEED & ACCREDIDATION 900099 101324 101324 EXTERNAL TRAINING & STUDIO SALES 900099 31349 31349 HUD PROPERTY MANAGEMENT FEES 900099 20782 20782 74606 74606 228061 24101543 22463857 0 243139 412371 412371 576536 214652 343913 17971 14259795 12768606 1298923 192266 183138 146082 35571 1485 1436861 1168359 257792 10710 1214859 1105211 91206 18442 5116 5116 24705 7930 9641 7134 290341 173972 106920 9449 260739 150067 110672 2140434 1605516 534918 382639 373173 7658 1808 663893 308553 355340 133380 133380 LICENSE AND FEES 297082 34323 257880 4879 CONSUMER NEEDS 269938 242055 27549 334 BAD DEBT EXPENSE 216120 216120 153215 63258 87547 2410 22921162 18990248 3664026 266888 529200 1376251 230897 136222 2127465 1779671 181973 82634 351825 346243 23951081 7206318 17271775 16744763 1298542 1543167 0 1670313 1461907 23661990 23470858 1469198 1504317 89974 67666 4717538 4339753 3438468 1974913 0 233496 1017494 1182783 10732672 9302928 X 11988499 13310495 749584 657435 191235 200000 12929318 14167930 23661990 23470858 X 1180381 80933 -22702 X 0 1 X 1 0 X 164431 703831 780205 2603030 1394547 5646044 164431 703831 780205 2603030 1394547 5646044 794288 4851756 76185 107349 92197 205253 276782 757766 1537 2733 4270 65616 74503 70677 504640 228061 943497 7351577 83333391 0.66000 0.69850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2013 AMOUNT: $ 65,616. 2014 AMOUNT: $ 74,503. 2015 AMOUNT: $ 70,677. 2016 AMOUNT: $ 396,929. INSURANCE PROCEED ACCREDIDATION - 2017 AMOUNT: $ 101,323. EXTERNAL TRAINING STUDIO SALES - 2017 AMOUNT: $ 31,349. HUD PROPERTY MANAGEMENT FEES - 2016 AMOUNT: $ 20,782. 2017 AMOUNT: $ 20,782. ACT - SHELTER SERVICES - 2016 AMOUNT: $ 66,291. OTHER REVENUE - 2016 AMOUNT: $ 20,638. 2017 AMOUNT: $ 74,607. 191235 8765 200000 168550 22685 191235 176289 -7739 168550 177550 -1261 176289 151010 26540 177550 1.00000 0 0 1910201 1910201 20271215 6192528 14078687 1360145 818571 541574 409520 195219 214301 16744763 CENTER BUILDING RESERVE 23338 DEFERRED LEASE INCENTIVE 1031305 DEPOSITS AND OTHER ASSETS 407264 1461907 CAPITAL LEASE 419294 DEPOSITS 11867 PARTICIPATION LIABILITY 648299 DEFERRED LEASE INCENTIVE 24000 ACCRUED INTEREST 79323 1182783 X 24433665 80933 32350 113283 24320382 -218839 -218839 24101543 23195053 32350 241541 273891 22921162 0 22921162 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: RENTAL EXPENSE -241,541. ACTUAL COST OF DIRECT BENEFIT 22,702. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 241,541. GALA 64209 41507 22702 7755 25586 OTHER 11003 11003 75212 52510 22702 7755 25586 33341 -10639 1 RESIDENTIAL ALLOWANCE 227 406138 CHARITABLE CARE 10 6233 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 - PRESIDENT 158631 0 0 0 0 0 4950 0 12921 0 176502 0 0 0 FRANCES MACDONALD MEDICAL DIRECTOR 199314 0 0 0 0 0 6084 0 8021 0 213419 0 0 0 LOURDES CASTINEIRA PSYCHIATRIST 211573 0 0 0 0 0 6424 0 23115 0 241112 0 0 0 SIMONA PICK BOTH PSYCHIATRIST 206792 0 0 0 0 0 0 0 0 0 206792 0 0 0 MARIAM PARVEEN PSYCHIATRIST 202251 0 0 0 0 0 6081 0 449 0 208781 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 562557 4437443 5000000 2017 0 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 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 AUTHORITY OVER THE ORGANIZATION, INCLUDING OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES. THE OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES 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 MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 MARKET SURVEY OF SIMILAR POSITIONS IN SIMILAR INDUSTRIES IS PERFORMED. FINAL COMPENSATION AMOUNTS ARE APPROVED BY THE BOARD. 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. FORM 990, PART XI, LINE 9: ACTUAL DIRECT BENEFIT COST -22,702. SECOND STEP INC 6040 SOUTHPORT DRIVE BETHESDA MD 20814 521730811 HOUSING MD 501(C)(3) LINE 10 0 SECOND STEP INC II 6040 SOUTHPORT DRIVE BETHESDA MD 20814 522225012 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 6040 SOUTHPORT DRIVE BETHESDA MD 20814 510616354 HOUSING MD 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0