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Nonprofiteer
← CORNERSTONE MONTGOMERY INC

Form 990 for tax year 2023

Filed by CORNERSTONE MONTGOMERY INC.

Totals

Total revenue
$31,924,886
Total expenses
$34,567,560
Contributions and grants received
$3,192,206
Grants paid
$242,081
Program service revenue
$27,969,064
Investment income
$202,366
Other revenue
$561,250
Total assets, end of year
$30,693,633
Total liabilities, end of year
$8,889,794
Net assets or fund balances, end of year
$21,803,839
Program services expenses (Part IX)
$26,634,681
Management and general expenses
$7,727,641
Fundraising expenses
$205,238
Program service expenses (Part III)
$26,634,681

Program services were 77.1% 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.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $2,794,650

  • 1f · All other contributions, gifts and grants

    $397,556

  • 2a · Program service revenue: INTENSIVE & SPECIALTY SERVICES

    total $17,966,262 · related or exempt $17,966,262

  • 2b · Program service revenue: COMMUNITY SERVICES

    total $8,071,188 · related or exempt $8,071,188

  • 2c · Program service revenue: CLINIC & MEDICAL SERVICES

    total $1,931,614 · related or exempt $1,931,614

  • 3 · Investment income

    total $36,151 · excluded $36,151

  • 6a · Gross rents

    real property $421,215

  • 6b · Less rental expenses

    real property $215,714

  • 6c · Rental income or loss

    real property $205,501

  • 6d · Net rental income or loss

    total $205,501 · excluded $205,501

  • 7a · Gross sales of assets other than inventory

    securities $2,372,808

  • 7b · Less cost or other basis and sales expenses

    securities $2,206,593

  • 7c · Gain or loss

    securities $166,215

  • 7d · Net gain or loss

    total $166,215 · excluded $166,215

  • 8a · Fundraising events: gross income

    $7,726

  • 8b · Fundraising events: direct expenses

    $7,891

  • 8c · Net income from fundraising events

    total -$165 · excluded -$165

  • 11a · Other revenue: OTHER REVENUE

    total $271,731 · excluded $271,731

  • 11b · Other revenue: PROGRAMATIC MGMT FEE

    total $84,183 · excluded $84,183

  • 11e · Other revenue, total

    $355,914

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $242,081 · program services $242,081

  • 5 · Compensation of officers, directors and key employees

    total $634,475 · program services $102,899 · management and general $504,575 · fundraising $27,001

  • 7 · Other salaries and wages

    total $21,330,729 · program services $18,308,837 · management and general $2,919,993 · fundraising $101,899

  • 8 · Pension plan contributions

    total $277,243 · program services $244,881 · management and general $31,424 · fundraising $938

  • 9 · Other employee benefits

    total $2,962,102 · program services $2,520,236 · management and general $425,723 · fundraising $16,143

  • 10 · Payroll taxes

    total $1,567,755 · program services $1,317,227 · management and general $241,448 · fundraising $9,080

  • 11b · Fees: legal

    total $106,202 · management and general $106,202

  • 11c · Fees: accounting

    total $90,161 · management and general $90,161

  • 11g · Fees: other

    total $371,849 · program services $210,083 · management and general $117,599 · fundraising $44,167

  • 13 · Office expenses

    total $348,931 · program services $168,509 · management and general $179,003 · fundraising $1,419

  • 14 · Information technology

    total $365,548 · program services $208,518 · management and general $156,918 · fundraising $112

  • 16 · Occupancy

    total $2,202,007 · program services $1,726,403 · management and general $474,038 · fundraising $1,566

  • 17 · Travel

    total $527,705 · program services $456,266 · management and general $71,029 · fundraising $410

  • 22 · Depreciation, depletion and amortization

    total $772,299 · program services $490,242 · management and general $279,968 · fundraising $2,089

  • 23 · Insurance

    total $581,287 · program services $455,736 · management and general $125,137 · fundraising $414

  • 24a · Other expenses: LICENCES AND FEES

    total $1,512,186 · program services $73,453 · management and general $1,438,733

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $360,636 · management and general $360,636

  • 24c · Other expenses: RESIDENTIAL ALLOWANCES

    total $199,111 · program services $104,004 · management and general $95,107

  • 24d · Other expenses: OTHER OPERATING EXPENSE

    total $115,253 · program services $5,306 · management and general $109,947

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,495,722 · end of year $2,070,890

  • 2 · Savings and temporary cash investments

    end of year $2,801

  • 3 · Pledges and grants receivable

    beginning of year $101,826 · end of year $73,895

  • 4 · Accounts receivable

    beginning of year $6,646,009 · end of year $4,570,518

  • 9 · Prepaid expenses and deferred charges

    beginning of year $255,803 · end of year $117,498

  • 10a · Land, buildings and equipment: cost or other basis

    $30,695,951

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,602,357

  • 10c · Land, buildings and equipment, net

    beginning of year $20,791,668 · end of year $20,093,594

  • 11 · Investments: publicly traded securities

    beginning of year $2,209,821 · end of year $915,573

  • 15 · Other assets

    beginning of year $3,177,401 · end of year $2,848,864

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,010,273 · end of year $1,895,102

  • 19 · Deferred revenue

    beginning of year $43,823 · end of year $5,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $3,314,688 · end of year $3,110,964

  • 23 · Secured mortgages and notes payable

    beginning of year $1,565,017 · end of year $1,364,941

  • 24 · Unsecured notes and loans payable

    beginning of year $187,131 · end of year $176,771

  • 25 · Other liabilities

    beginning of year $2,996,724 · end of year $2,337,016

  • 27 · Net assets without donor restrictions

    beginning of year $24,076,655 · end of year $21,298,902

  • 28 · Net assets with donor restrictions

    beginning of year $483,939 · end of year $504,937

Mission and programs · 2023

Mission

EMPOWERING PEOPLE LIVING WITH MENTAL HEALTH AND SUBSTANCE USE DISORDERS TO THRIVE IN THEIR COMMUNITY THROUGH COLLABORATION, TREATMENT, EDUCATION AND ADVOCACY.

Activities or mission (Part I)

EMPOWER PEOPLE W/MENTAL HEALTH & SUBSTANCE USE DISORDERS TO INTEGRATE SUCCESSFULLY INTO SOCIETY.

  • INTENSIVE AND SPECIALTY SERVICES:RESIDENTIAL REHABILITATION PROGRAM PROVIDES COMMUNITY SUPPORT, GENERAL HOUSING, AND INTENSIVE HOUSING SERVICES. THE PROGRAM IS ORGANIZED TO ASSIST PEOPLE TO LIVE AS INDEPENDENTLY AS POSSIBLE THROUGH THE PROVISION OF TRAINING, SUPERVISION, AND ASSISTANCE IN THE SKILLS OF COMMUNITY LIVING. THE PROGRAM PROVIDES EVIDENCE-BASED PRACTICES SUCH AS DBT (DIALECTICAL BEHAVIORAL THERAPY), ITCOD (INTEGRATED TREATMENT OF CO-OCCURRING DISORDERS), AND IMR (ILLNESS MANAGEMENT AND RECOVERY). STAFFING IS AVAILABLE AT THE DIFFERENT SITES RANGING FROM DROP-IN TO 24 HOURS PER DAY. CRISIS RESIDENTIAL PROGRAM (FENTON, GRANBY, AND LAYHILL HOUSES) PROVIDES A COMMUNITY-BASED RESIDENTIAL ALTERNATIVE TO INPATIENT HOSPITALIZATION. THE PROGRAM PROVIDES INTENSIVE 24 HOURS PER DAY STAFF SUPERVISION IN A GROUP HOME SETTING TO HELP PEOPLE IN PSYCHIATRIC CRISIS TO BECOME STABILIZED AND RETURN TO NORMAL LIFE ROUTINES AS QUICKLY AS POSSIBLE.ASSERTIVE COMMUNITY TREATMENT (ACT) IS AN INTENSIVE TREATMENT MODEL WHICH COMBINES OUTPATIENT MENTAL HEALTH AND PSYCHIATRIC REHABILITATION SERVICES. 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 (E.G., HOME, STREET, SHELTERS FOR THE HOMELESS, 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 COUNSELORS, PSYCHIATRISTS, AND NURSES.

    Expenses $14,347,004 · Grants $242,081 · Revenue $17,966,262

  • COMMUNITY SERVICES:VOCATIONAL PROGRAMS PROVIDE VOCATIONAL SERVICES TO THE SUPPORTED EMPLOYMENT TEAMS AND THE EMPLOYMENT FOCUS CLUSTERS. THE RANGE OF VOCATIONAL SERVICES PROVIDED INCLUDES VOCATIONAL ASSESSMENT AND PLANNING SERVICES, SUPPORTED EMPLOYMENT JOB SEARCH AND COACHING SERVICES, WORK ADJUSTMENT TRAINING, JOB PLACEMENT, AND EMPLOYEE SUPPORT SERVICES.TRANSITION AGE YOUTH SERVICES (TAY) ARE 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 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 PROGRAM PROVIDES A COMBINATION OF SUPPORTED EDUCATION AND SUPPORTED EMPLOYMENT SERVICES TO YOUNG ADULTS AGED 18-25 POST HIGH SCHOOL TO ASSIST THEM IN ACHIEVING THEIR EMPLOYMENT AND ACADEMIC GOALS. THIS PROGRAM PROVIDES A RANGE OF SERVICES INCLUDING VOCATIONAL ASSESSMENT, SUPPORTED EMPLOYMENT JOB SEARCH AND COACHING, ASSISTANCE WITH COLLEGE REGISTRATION, AND LINKAGE TO COMMUNITY RESOURCES.DAY PROGRAMS (FOUNDATIONS) PROVIDES OUTPATIENT REHABILITATION TRAINING, SEMINARS, AND SOCIAL/RECREATIONAL ACTIVITIES TO ASSIST PEOPLE IN DEVELOPING INDEPENDENT LIVING SKILLS AND COMMUNITY INTEGRATION SKILLS. ANY PERSON 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 PROGRAMS 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.MONTGOMERY COUNTY CASE MANAGEMENT IS A COUNTY-FUNDED PROGRAM TO SUPPORT PEOPLE LIVING IN THEIR OWN HOMES BY PROVIDING LINKAGE CASE MANAGEMENT TO A VARIETY OF COMMUNITY SUPPORTS AND APPLICATIONS TO FEDERAL AND LOCAL ENTITLEMENTS.

    Expenses $7,674,077 · Revenue $8,071,188

  • CLINIC AND MEDICAL SERVICES:CLINIC PROVIDES PSYCHIATRIC THERAPY AND MEDICATION SERVICES. THE PROGRAM IS ORGANIZED TO PROVIDE CONTINUITY AND INTEGRATED CARE. IT OFFERS INDIVIDUAL AND GROUP TREATMENT MODALITIES. THE PROGRAM USES EVIDENCE BASE PRACTICE INTERVENTIONS SUCH AS FAMILY PSYCHOEDUCATION AND ITCOD. IN ADDITION, THE INDIVIDUAL THERAPY, GROUP THERAPY, AND MEDICATION SERVICES ARE AVAILABLE TO ANYONE IN THE COMMUNITY IN NEED OF SUCH SERVICES.HEALTH HOMES PROGRAM IS A PART OF A STATE-BASED EFFORT TO IMPROVE THE HEALTH OF INDIVIDUALS WITH CHRONIC HEALTH CONDITIONS. IT SUPPORTS A BROADER EFFORT TO INTEGRATE SOMATIC AND BEHAVIORAL HEALTH SERVICES. THE PROGRAM TARGETS POPULATIONS WITH BEHAVIORAL HEALTH NEEDS WHO ARE AT HIGH RISK FOR ADDITIONAL CHRONIC CONDITIONS INCLUDING THOSE WITH SERIOUS PERSISTENT MENTAL HEALTH DISORDERS AND CHRONIC HEALTH ISSUES LIKE DIABETES, OBESITY, ETC. HEALTH HOMES OFFERS PARTICIPANTS ENHANCED CARE COORDINATION SERVICES FROM PROVIDERS WITH WHOM THEY REGULARLY RECEIVE CARE. HEALTH HOMES IS PROVIDING SERVICES THROUGH ITS PSYCHIATRIC REHABILITATION PROGRAM AND HEALTH HOME STAFF. THIS IS A COMMUNITY-BASED APPROACH, NOT A RESIDENTIAL PROGRAM 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.

    Expenses $4,613,600 · Revenue $1,931,614

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

Listed in Part VII

  • AMANDA FREEMAN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALICE SANTORO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CINDY RAUNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN HELHOWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER JETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOEY CHAMBERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN WILLIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAMELIA BAYAT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE KUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH DWYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH SOWDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK ROBINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE FRUEWIRTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MOE ABUTALEB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOE MILLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERKAN ERDEM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ORLANDO WRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARI GUTHRIE

    CEO

    Total calculated
    $257,500
    From this org
    $243,015
    From related orgs
    $0
    Other
    $14,485
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $243,015
    Bonus
    $0
    Other
    $0
    Deferred
    $7,500
    Nontaxable benefits
    $6,985
    Filer's total
    $257,500

  • STANLEY ESTREMSKY

    CFO & TREASURER

    Total calculated
    $81,599
    From this org
    $75,433
    From related orgs
    $0
    Other
    $6,166
    Hours/week
    40 + 1 related

  • RUTH MURRAY

    MEDICAL DIRECTOR

    Total calculated
    $171,904
    From this org
    $171,904
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $171,904
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $171,904

  • ALEXANDER KNOLL

    SECRETARY

    Total calculated
    $72,027
    From this org
    $68,179
    From related orgs
    $0
    Other
    $3,848
    Hours/week
    40

  • RAKESH BANSIL

    PSYCHIATRIST

    Total calculated
    $328,745
    From this org
    $319,170
    From related orgs
    $0
    Other
    $9,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,170
    Bonus
    $0
    Other
    $0
    Deferred
    $9,575
    Nontaxable benefits
    $0
    Filer's total
    $328,745

  • NADIMIRE JULES-DOLE

    PSYCHIATRIST

    Total calculated
    $207,582
    From this org
    $207,582
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,582
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $207,582

  • IJAZ KHAN

    PSYCHIATRIST

    Total calculated
    $203,484
    From this org
    $203,484
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,484
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $203,484

  • WUBESHET TESEMA

    PSYCHIATRIST

    Total calculated
    $193,049
    From this org
    $193,049
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,049
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $193,049

  • M LOURDES CASTINEIRA GARCIA

    PSYCHIATRIST

    Total calculated
    $160,080
    From this org
    $152,204
    From related orgs
    $0
    Other
    $7,876
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,204
    Bonus
    $0
    Other
    $0
    Deferred
    $3,480
    Nontaxable benefits
    $4,396
    Filer's total
    $160,080

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

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
5 May 2025
IRS schema version
2023v6.0
Source object
202521329349302282

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