Form 990 for tax year 2023

Totals

Total revenue

$8,857,534

Total expenses

$8,869,905

Contributions and grants received

$7,707,154

Grants paid

$0

Program service revenue

$931,939

Investment income

$65,353

Other revenue

$153,088

Total assets, end of year

$6,010,544

Total liabilities, end of year

$2,802,371

Net assets or fund balances, end of year

$3,208,173

Program services expenses (Part IX)

$7,112,799

Management and general expenses

$1,372,301

Fundraising expenses

$384,805

Program service expenses (Part III)

$7,112,799

Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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.

  Expenses $3,172,568 · Revenue $330,928

• 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.

  Expenses $2,844,000

• 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.

  Expenses $667,115

• 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.

  Expenses $387,796 · Revenue $504,277

• 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.

  Expenses $41,320 · Revenue $261,018

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type

form_990

Tax year

2023

Filed

24 July 2024

IRS schema version

2023v5.1

Source object

202442159349300239

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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