Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,734,954 | 3,461,948 | 4,505,749 | 6,631,149 | 6,248,187 | 23,581,987 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 2,734,954 | 3,461,948 | 4,505,749 | 6,631,149 | 6,248,187 | 23,581,987 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 2,893,262 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 20,688,725 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,734,954 | 3,461,948 | 4,505,749 | 6,631,149 | 6,248,187 | 23,581,987 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 374 | 387 | 939 | 19,944 | 18,051 | 39,695 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 7,028 | 1,961 | 2,463 | 2,439 | 4,245 | 18,136 |
| 11 | Total support. Add lines 7 through 10 | 24,067,343 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS - 2015 AMOUNT: $ 7,028. 2016 AMOUNT: $ 1,961. 2017 AMOUNT: $ 2,463. 2018 AMOUNT: $ 2,439. 2019 AMOUNT: $ 4,245. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | COUNSELING: AS A PRIVATE, NONPROFIT SUPPORT CENTER FOR ADOPTIVE FAMILIES, EACH YEAR C.A.S.E. PROVIDES CULTURALLY SENSITIVE MENTAL HEALTH SERVICES TO OVER 640 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 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. 2 GRANTS 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. IS LEADING THE POST ADOPTION CASE MANAGEMENT "THE PARTNERSHIP FOR STRONG ADOPTIONS" INITIATIVE WITH CATHOLIC CHARITIES AND LUTHERAN FAMILY SERVICES THROUGH FUNDING FROM THE VIRGINIA DEPARTMENT OF SOCIAL SERVICES TO OFFER POST-ADOPTION CASE MANAGEMENT SERVICES TO HELP ADOPTIVE FAMILIES IN VIRGINIA ACCESS APPROPRIATE SERVICES AND RESOURCES THROUGH COMMUNITY-BASED LINKAGE AND REFERRAL, EDUCATION AND ADVOCACY. IN 2019, 93 FAMILIES HAVE BEEN SERVED. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | NATIONAL INITIATIVES: (1) THE NATIONAL ADOPTION COMPETENCY MENTAL HEALTH TRAINING INITIATIVE ("NTI") 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. IT 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. NTI WAS PILOTED IN 8 STATES: CALIFORNIA, ILLINOIS, MAINE, MINNESOTA, SOUTH CAROLINA, OKLAHOMA, TENNESSEE, WASHINGTON, AND WITH THE CHEROKEE NATION. THE TRAINING PILOT FOR CHILD WELFARE PROFESSIONALS ENDED JANUARY 30, 2018 WITH OVER 6,000 PARTICIPANTS AND A COMPLETION RATE OF 72.5%. THE TRAINING PILOT FOR MENTAL HEALTH PROFESSIONALS ENDED SEPTEMBER 30, 2018 WITH OVER 2,100 PROFESSIONALS PARTICIPATING AND A COMPLETION RATE OF 69%. NTI WAS EVALUATED BY THE UNIVERSITY OF MARYLAND, SCHOOL OF SOCIAL WORK. THE COOPERATIVE AGREEMENT WAS EXTENDED THROUGH SEPTEMBER 2020 WITH AN ADDITIONAL $1.4 MILLION TO CONTINUE THE IMPLEMENTATION NATIONALLY. 11 CHILD WELFARE AND OR NATIONAL ORGANIZATIONS NEW SITES HAVE COMMITTED TO INTEGRATE NTI INTO THEIR TRAINING MANAGEMENT SYSTEMS. (2)C.A.S.E. IS PARTNERING WITH SPAULDING FOR CHILDREN, THE LEAD AGENCY, ON TWO NATIONAL INITIATIVES TO DEVELOP STATE OF THE ART, CULTURALLY APPROPRIATE TRAINING FOR FOSTER AND ADOPTIVE PARENTS AND GUARDIANS. "CORE TEEN" FOR CRITICAL ONGOING RESOURCE FAMILY EDUCATION, AND "NATIONAL TRAINING AND DEVELOPMENT CURRICULUM (NDTC)." THESE INITIATIVES ARE BOTH FUNDED THROUGH A COOPERATIVE AGREEMENT WITH THE ADMINISTRATION ON CHILDREN YOUTH AND FAMILIES, CHILDREN'S BUREAU. |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: | TRAINING: 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 ADOPTION COMMUNITIES. C.A.S.E. OFFERS MORE THAN 20 DIFFERENT CUSTOMIZED, IN-PERSON, AND VIRTUAL TRAININGS FOR PARENTS, CHILDREN AND PROFESSIONALS. IN 2019, C.A.S.E. PROVIDED 45 IN-PERSON AND OR VIRTUAL TRAININGS LOCALLY, NATIONALLY AND INTERNATIONALLY TO OVER 2,680 PROFESSIONALS, PARENTS AND CHILDREN. C.A.S.E. ALSO OFFERS A MONTHLY STRENGTHENING YOUR FAMILY WEBINAR SERIES, REACHING MORE THAN 4,799 REGISTRANTS ACROSS ALL 48 STATES AND 8 COUNTRIES IN 2019 ALONE. C.A.S.E. HAS DEVELOPED TRAINING FOR ADOPTION COMPETENCY (TAC). TAC IS A NATIONAL EVIDENCED INFORMED, 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 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. SINCE 2009, TAC TRAINING HAS BEEN REPLICATED WITH 110 COHORTS, TRAINING OVER 1,721 PROFESSIONALS. CURRENTLY, TAC IS BEING OFFERED IN 17 SITES THROUGHOUT THE UNITED STATES WITH 19 TRAINING PARTNERS. REFER TO WWW.ADOPTIONSUPPORT.ORG FOR SPECIFIC LOCALITIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | KATHLEEN DUGAN (BOARD MEMBER) AND MICHAEL DUGAN (BOARD MEMBER) 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 | 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 AUGUST 2019. |
| 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 | CONSULTANT EXPENSE: PROGRAM SERVICE EXPENSES 2,412,624. MANAGEMENT AND GENERAL EXPENSES 45,713. FUNDRAISING EXPENSES 75,148. TOTAL EXPENSES 2,533,485. |
| Software ID: | |
| Software Version: |