2026-08-31T15:54:43-05:00 2025-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2025-01-01 522100734 CENTER FOR ADOPTION SUPPORT AND EDUCATION INC CENT 3014768525 3919 NATIONAL DRIVE 200 BURTONSVILLE MD 20866 DEBBIE RILEY CEO 3014768525 2026-08-26 1 JOSEPH J BARRECA P00310073 3019860600 2026-08-26 2025 DEBBIE RILEY 3919 NATIONAL DRIVE 200 BURTONSVILLE MD 20866 14173223 0 X WWW.ADOPTIONSUPPORT.ORG X 1998 MD CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC. (C.A.S.E.) IS A NATIONAL LEADER IN MENTAL HEALTH, ENSURING THE WELL-BEING AND PERMANENCE OF CHILDREN, FAMILIES, AND INDIVIDUALS CONNECTED TO ADOPTION, FOSTER, AND KINSHIP CARE. C.A.S.E. WORKS ACROSS EVERY LEVEL OF THE PERMANENCE ECOSYSTEM-DELIVERING DIRECT SERVICES, TRAINING PROFESSIONALS, AND DRIVING SYSTEMS CHANGE-TO ENSURE FAMILIES STAY TOGETHER AND THRIVE. C.A.S.E.'S APPROACH IS ROOTED IN ADOPTION COMPETENCE: A DEEP UNDERSTANDING OF THE UNIQUE EXPERIENCES SHAPED BY LOSS, IDENTITY, TRAUMA, BELONGING, AND MORE. C.A.S.E. HAS BEEN ADVANCING THIS MISSION SINCE 1998, FUELED BY THE BELIEF THAT EVERY CHILD DESERVES LASTING CONNECTION, AND EVERY FAMILY DESERVES THE SUPPORT TO MAKE IT POSSIBLE. 16 16 96 79 0 0 10729683 12624787 827011 954887 73896 134647 143081 168812 11773671 13883133 0 0 0 0 6813782 7609722 0 0 525947 4970073 6256013 11783855 13865735 -10184 17398 6132722 6036610 2760273 2406160 3372449 3630450 X CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC. (C.A.S.E.) IS A NATIONAL LEADER IN MENTAL HEALTH, ENSURING THE WELL-BEING AND PERMANENCE OF CHILDREN, FAMILIES, AND INDIVIDUALS CONNECTED TO ADOPTION, FOSTER, AND KINSHIP CARE. C.A.S.E. WORKS ACROSS EVERY LEVEL OF THE PERMANENCE ECOSYSTEM-DELIVERING DIRECT SERVICES, TRAINING PROFESSIONALS, AND DRIVING SYSTEMS CHANGE-TO ENSURE FAMILIES STAY TOGETHER AND THRIVE. C.A.S.E.'S APPROACH IS ROOTED IN ADOPTION COMPETENCE: A DEEP UNDERSTANDING OF THE UNIQUE EXPERIENCES SHAPED BY LOSS, IDENTITY, TRAUMA, BELONGING, AND MORE. C.A.S.E. HAS BEEN ADVANCING THIS MISSION SINCE 1998, FUELED BY THE BELIEF THAT EVERY CHILD DESERVES LASTING CONNECTION, AND EVERY FAMILY DESERVES THE SUPPORT TO MAKE IT POSSIBLE. 0 0 7211011 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, KINSHIP, 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, 35 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 2025, AN ADDITIONAL 2,806 PROFESSIONALS ENROLLED IN NTI WITH MORE THAN 31,033 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. IS COLLABORATING 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 FIVE 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. 3380077 0 342959 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 1,300 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, AND LOVING FAMILIES. THIS STATE-WIDE PROGRAM PROVIDES ADOPTIVE FAMILIES WITH ACCESS TO SPECIALIZED POST-ADOPTION MENTAL HEALTH SERVICES, CLINICAL RESOURCES, EDUCATIONAL SUPPORT, AND RELATED SERVICES DESIGNED TO HELP THEM NAVIGATE THE COMPLEXITIES OF ADOPTION. THROUGH THIS COMPREHENSIVE APPROACH, C.A.S.E. HAS SERVED 87 FAMILIES AND 294 INDIVIDUALS IN 2025. 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 2025, 127 FAMILIES HAVE BEEN SERVED. 696002 0 429718 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 2025, TAC RECEIVED RE-ACCREDITATION BY THE INSTITUTE FOR CREDENTIALING EXCELLENCE. TAC REMAINS THE ONLY ASSESSMENT-BASED ADOPTION COMPETENCY PROGRAM. TAC TRAINING HAS BEEN REPLICATED WITH 225 COHORTS, TRAINING 3,083 PROFESSIONALS. IN 2025, 19 COHORTS OF TAC WERE PROVIDED BY C.A.S.E. AND ITS 19 PARTNER AGENCIES THROUGHOUT THE UNITED STATES FOR A TOTAL OF 233 STUDENTS ENROLLED. REFER TO WWW.ADOPTIONSUPPORT.ORG FOR SPECIFIC LOCALITIES. 676979 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 2025, 6,396 REGISTRANTS SIGNED UP FOR 10 STRENGTHENING YOUR FAMILY WEBINARS AND THREE ADDITIONAL WEBINARS. 273 INDIVIDUALS PARTICIPATED IN 12 CUSTOMIZED TRAININGS, WORKSHOPS, AND PRESENTATIONS PROVIDED BY C.A.S.E. STAFF TO PARENTS OR PROFESSIONALS VIA CONTRACTING AND COMMUNITY ORGANIZATIONS. 87 INDIVIDUALS IN THE ASSOCIATION OF TAC PROFESSIONALS PARTICIPATED IN FOUR TRAININGS. ONE WISE UP! TRAIN THE TRAINER WORKSHOP WAS OFFERED WITH THREE NEW ORGANIZATIONS BECOMING LICENSED WISE UP! SITES FOR A TOTAL OF 17 LICENSED SITES. C.A.S.E. ALSO OFFERED FIVE SUPPORT GROUP SERIES FOR PARENTS AND ADULT ADOPTEES WITH 353 INDIVIDUALS PARTICIPATING. C.A.S.E. DELIVERED 390 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. IN 2025, 1,029 SCHOOL-BASED MENTAL HEALTH PROFESSIONALS ENROLLED IN THE TRAINING WITH 2,029 ENROLLING SINCE THE TRAINING LAUNCHED. ADDITIONALLY, IMPLEMENTATION SPECIALISTS PROVIDED PROFESSIONAL DEVELOPMENT WORKSHOPS AND WORKED WITH SCHOOLS, SCHOOL DISTRICTS, AND STATE DEPARTMENTS OF EDUCATION TO PROMOTE INTEGRATION OF THE TRAINING. 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 YEAR-LONG LEARNING COHORTS WITH THEIR PEERS AND ADVANCED CONSULTANTS - ACCESS TO C.A.S.E.'S LEARNING MANAGEMENT SYSTEM WITH TWO UNIQUELY CREATED INSTRUCTIONAL VIDEO COLLECTIONS, PROPRIETARY TO THE ACADEMY - OPTIONAL TRAINING IN THE SIMULATION LABORATORY AUDIENCES OF THE ACADEMY INCLUDE INTERNS, MID-LEVEL/POST MENTAL HEALTH CLINICIANS, AND ADVANCED CLINICIANS. THE ACADEMY PILOTED 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 TWO OF THE THREE COURSES FOR ADVANCED CLINICIANS THAT WERE PILOTED IN 2024, RAN AGAIN IN 2025, AND A NEW COURSE WAS ADDED ALONG WITH TWO 20 SESSION LEARNING COHORTS: ONE FOR MID-LEVEL AND ONE FOR ADVANCED CLINICIANS, RESPECTIVELY. DEMONSTRABLE OUTCOMES ON VARIOUS MEASURES ARE SHOWING PROMISING RESULTS INCLUDING PRE AND POST DATA. OFFERINGS WILL BE AVAILABLE SIMULTANEOUSLY TO INTERN AND ADVANCE AUDIENCES IN 2026. 19457 0 346195 PUBLICATIONS - C.A.S.E. PUBLICATIONS EDUCATE FAMILIES, PROFESSIONALS, AND THE COMMUNITY ABOUT A WIDE RANGE OF TOPICS TO SUPPORT THE FOSTER, KINSHIP, AND ADOPTION COMMUNITIES. 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, BENEATH THE MASK: FOR TEEN ADOPTEES, THE WHOLE ME, W.I.S.E. UP! POWERBOOK FOR ADOPTEES AND FOSTER CARE, AND 52 WAYS TO TALK ABOUT ADOPTION. 696436 0 346195 11983526 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 71 0 1 96 1 0 0 0 0 0 1 1 0 0 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 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 RICK POWELL PRESIDENT/CHAIR 0.50 X X 0 0 0 UMA AHLUWALIA VICE CHAIR 0.50 X X 0 0 0 AARON SCHUHAM SECRETARY 0.50 X X 0 0 0 BARBARA GERTZOG TREASURER 0.50 X X 0 0 0 SARA VAN GEERTRUYDEN DIRECTOR 0.50 X 0 0 0 ANDREW LEWIS DIRECTOR 0.50 X 0 0 0 BEVERLY WOODARD DIRECTOR 0.50 X 0 0 0 COLLEEN CORDOVA DIRECTOR 0.50 X 0 0 0 DARA BUSMAN DIRECTOR 0.50 X 0 0 0 DOUGLAS CHEESEMAN DIRECTOR 0.50 X 0 0 0 HEATHER HOSTETTER 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 MICHAELA BATTLE DIRECTOR 0.50 X 0 0 0 PAM KROOTH DIRECTOR 0.50 X 0 0 0 RICHARD DEVANEY DIRECTOR 0.50 X 0 0 0 DEBBIE RILEY CEO 40.00 X 267823 0 43578 LESLIE SAVARY CFO 40.00 X 210244 0 21240 AVI BURSTEIN COO 40.00 X 218331 0 11312 MARY WICHANSKY PROGRAM MANAGER NATIONAL INITIATIVE 40.00 X 180978 0 36545 DAWN WILSON PROGRAM MANAGER NATIONAL INITIATIVE 40.00 X 173045 0 37336 CHRISTINA ALEXANDER CHIEF DEVELOPMENT OFFICER 40.00 X 172782 0 4669 HILARY TONE FORSLUND CHIEF MARKETING OFFICER 40.00 X 165579 0 8163 YASMIN LEWIS-WHITE DIRECTOR OF HUMAN RESOURCES 40.00 X 156781 0 4018 1545563 0 166861 16 0 1 0 UNIVERSITY OF NEBRASKA - LINCOLN 2200 VINE ST LINCOLN NE 68583 EVALUATION SERVICES 968714 JUDGE BAKER CHILDREN'S CENTER 53 PARKER HILL AVE BOSTON MA 02120 TECHNICAL ASSISTANCE 564189 UNIVERSITY OF CONNECTICUT 438 WHITNEY RD EXT UNIT 1133 STORRS CT 06269 TRAINING 553454 POLICY WORKS 780 PRESERVATION PL MOUNT PLEASANT SC 29464 EVALUATION/ADVISORY SERVICES 246030 BIT TRANSFORMATION 9226 HIDDEN CREEK DR GREAT FALLS VA 22066 IT SERVICES 166484 5 568 202220 9675724 2746275 1518807 12624787 TRAINING ADOPTION COMPETENCY 900099 429718 429718 COUNSELING 900099 342959 342959 TRAININGS & PUBLICATIONS 900099 182210 182210 954887 134647 134647 188570 202220 183743 4827 4827 200426 106347 94079 94079 OTHER REVENUE 900099 69906 69906 69906 13883133 1118872 0 139474 X 772528 583696 145856 42976 5735619 4333643 1082901 319075 104620 79048 19752 5820 522695 394931 98686 29078 474260 358335 89542 26383 21809 11531 10278 79715 15983 63732 18763 18763 3801839 3638926 119338 43575 117617 78308 39309 399055 362136 32908 4011 151914 44421 106213 1280 317756 219479 80754 17523 436898 385218 43905 7775 34044 34044 73889 73889 18813 18813 EQUIPMENT R&M 272959 122577 149927 455 MISCELLANEOUS 213201 142281 49385 21535 TRAINING & EVALUATION 173072 162295 10702 75 DUES & SUBSCRIPTIONS 124669 38508 79775 6386 1012210 -1012210 13865735 11983526 1356262 525947 24249 64338 369740 33695 1797246 1962154 17575 10370 43436 42881 427770 222203 216717 205567 2808695 3072893 29516 29516 825548 615196 6132722 6036610 1399966 1421940 162307 212869 321937 125000 876063 646351 2760273 2406160 X 961985 610169 2410464 3020281 3372449 3630450 6132722 6036610 17398 240603 0 X X 0 1 X 1 1 1 X 5452842 4639702 7707154 10729683 12624787 41154168 5452842 4639702 7707154 10729683 12624787 41154168 4980652 36173516 21679 40280 65353 73896 134647 335855 3795 54540 75698 68064 69906 272003 41762026 6640159 0.86620 0.95050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 3,795. 2022 AMOUNT: $ 54,540. 2023 AMOUNT: $ 75,698. 2024 AMOUNT: $ 68,064. 2025 AMOUNT: $ 69,906. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2294344 500000 256849 100000 2951193 2101114 193230 2294344 1873897 227217 2101114 2079531 -205634 1873897 2111237 68494 100000 2079731 0.00000 1.00000 0.00000 0 0 22174 19657 2517 150184 78148 72036 255412 124398 131014 205567 DEFERRED COMPENSATION ASSET 145836 OPERATING RIGHT-OF-USE ASSET 447013 DEPOSITS 22347 615196 OPERATING LEASE LIABILITY 500515 DEFERRED COMPENSATION OBLIGATION 145836 646351 X 14363603 240603 152283 106347 499233 13864370 18763 18763 13883133 14105602 152283 106347 258630 13846972 18763 18763 13865735 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, 2025 AND 2024, 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 2022 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 106,347. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 106,347. GOLF TOURNEY 130072 67120 62952 12814 12520 14080 1303 GALA 260718 135100 125618 3322 14800 76196 11250 37458 390790 202220 188570 16136 14800 88716 25330 38761 183743 4827 X X 0 0 0 0 0 0 0 1 0 DEBBIE RILEY CEO 243208 0 24615 0 0 0 27000 0 16578 0 311401 0 0 0 LESLIE SAVARY CFO 199244 0 11000 0 0 0 19585 0 1655 0 231484 0 0 0 AVI BURSTEIN COO 215331 0 3000 0 0 0 9657 0 1655 0 229643 0 0 0 MARY WICHANSKY PROGRAM MANAGER NATIONAL INITIATIVE 177978 0 3000 0 0 0 20800 0 15745 0 217523 0 0 0 DAWN WILSON PROGRAM MANAGER NATIONAL INITIATIVE 168682 0 4363 0 0 0 30546 0 6790 0 210381 0 0 0 CHRISTINA ALEXANDER CHIEF DEVELOPMENT OFFICER 170674 0 2108 0 0 0 0 0 4669 0 177451 0 0 0 HILARY TONE FORSLUND CHIEF MARKETING OFFICER 163579 0 2000 0 0 0 6508 0 1655 0 173742 0 0 0 YASMIN LEWIS-WHITE DIRECTOR OF HUMAN RESOURCES 153781 0 3000 0 0 0 0 0 4018 0 160799 0 0 0 PART I, LINE 7 INDIVIDUALS (SEE PART II) RECEIVED PERFORMANCE BONUSES IN 2025. X 1 1518807 FMV 0 0 0 PART I, COLUMN (B): REPRESENTS 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 MARCH 2026. 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 767,905. MANAGEMENT AND GENERAL EXPENSES 119,338. FUNDRAISING EXPENSES 43,575. TOTAL EXPENSES 930,818. PARTNER PAYMENTS: PROGRAM SERVICE EXPENSES 2,871,021. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,871,021. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE TO ITS AUDIT OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.