2024-05-15T15:22:48-05:00 2023-06-30 921472936 ADEPTUS ADVISORS LLC 3311 OLNEY SANDY SPRING RD OLNEY MD 208321411 990 2022-07-01 521591455 CARINGMATTERS INC CARI 3018694673 518 SOUTH FREDERICK AVENUE GAITHERSBURG MD 20877 ALLISON K STEARNS EXECUTIVE DIRECTOR 3018694673 2024-05-15 1 ALLISON STEARNS 999009999 1 NEIL E BERGER P00102223 3019299700 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALLISON K STEARNS 518 SOUTH FREDERICK AVENUE GAITHERSBURG MD 20877 1490241 0 X WWW.CARINGMATTERS.ORG X 1988 MD SEE ATTACHED SCHEDULECARINGMATTERS PROVIDES SOCIAL SUPPORTS AND COMMUNITY EDUCATION SO THAT NO ONE DIES OR GRIEVES ALONE. OUR TRAINED AND SCREENED VOLUNTEERS PROVIDE COMPASSIONATE SUPPORT, WITHOUT CHARGE, TO ANY MONTGOMERY COUNTY ADULT OR CHILD FACING SERIOUS ILLNESS OR GRIEVING THE LOSS OF A LOVED ONE. 19 19 16 170 0 0 573471 463334 200 1116 103490 58621 259566 313147 936727 836218 0 0 0 0 661060 795859 0 0 53517 157565 228446 818625 1024305 118102 -188087 4251564 4389245 81848 110253 4169716 4278992 X CARINGMATTERS PROVIDES SOCIAL SUPPORTS AND COMMUNITY EDUCATION SO THAT NO ONE DIES OR GRIEVES ALONE. OUR TRAINED AND SCREENED VOLUNTEERS PROVIDE COMPASSIONATE SUPPORT, WITHOUT CHARGE, TO ANY MONTGOMERY COUNTY ADULT OR CHILD FACING SERIOUS ILLNESS OR GRIEVING THE LOSS OF A LOVED ONE. 0 0 72948 VOLUNTEER HELPING HANDS IS CARINGMATTERS' HOSPICE SUPPORT PROGRAM THAT PROVIDES COMMUNITY-BASED SOCIAL AND EMOTIONAL SUPPORT, FREE OF CHARGE, TO MONTGOMERY COUNTY RESIDENTS WITH SERIOUS, LIFE-LIMITING ILLNESS. THESE INDIVIDUALS ARE FACING AN ACUTE DECLINE IN FUNCTIONING OR PROGRESSION OF DISEASE AND CAN BENEFIT FROM EXTRA SUPPORT. SERVICES INCLUDE, BUT ARE NOT LIMITED TO: COMPANIONSHIP AND EMOTIONAL SUPPORT, ASSISTANCE WITH HOUSEHOLD TASKS, RESPITE CARE, PATIENT ADVOCACY, AND LIMITED TRANSPORTATION TO MEDICAL APPOINTMENTS. WHILE WE DO NOT PROVIDE MEDICAL SERVICES, WE SUPPLEMENT MEDICAL HOSPICE AND ALSO SUPPORT PATIENTS WHO ARE STILL PURSUING CURATIVE TREATMENT. 150782 CARINGMATTERS' ADULT BEREAVEMENT SUPPORT GROUPS ARE FACILITATED BY TRAINED VOLUNTEERS, ALLOWING PARTICIPANTS TO MEET OTHERS WHO ARE ALSO GRIEVING, SHARE THEIR STORIES, AND LEARN FROM ONE ANOTHER. GROUPS ARE ORGANIZED TO BRING TOGETHER PEOPLE GRIEVING SIMILAR LOSSES, SUCH AS SPOUSAL/PARTNER LOSS, PARENT LOSS, OR LOSS BY SUICIDE. CARINGMATTERS' NEWEST PROGRAM IS THE FORMER CAREGIVERS RETREAT FOR FAMILY/FRIEND PRIMARY CAREGIVERS WHO LOVED ONE HAS DIED WITHIN THE PAST TWO YEARS. THIS UNIQUE WEEKEND RETREAT, OFFERED FREE OF CHARGE, ENABLES PARTICIPANTS TO CONNECT WITH OTHER FORMER CAREGIVERS WHO HAVE HAD SIMILAR EXPERIENCES CARING FOR SERIOUSLY ILL LOVED ONES. THERAPEUTIC GROUP ACTIVITIES INCLUDE GRIEF SUPPORT, COMMEMORATION OF LOVED ONES, SELF-CARE, RELAXATION, AND STRATEGIES FOR REFOCUSING ON LIFE POST-CAREGIVING AND REBUILDING ONE'S IDENTITY. 242781 GOOD GRIEF CLUBS ARE SEVEN-WEEK SUPPORT GROUPS DESIGNED TO HELP CHILDREN IN GRADES K-12 EXPLORE THEIR FEELINGS, DEVELOP HEALTHY COPING STRATEGIES, AND FIND COMFORT AND SAFETY IN KNOWING THAT THEY ARE NOT ALONE. THESE GROUPS ARE FACILITATED BY TRAINED CARINGMATTERS VOLUNTEERS IN PARTNERSHIP WITH MONTGOMERY COUNTY PUBLIC SCHOOLS, INDEPENDENT SCHOOLS, AND OTHER COMMUNITY-BASED ORGANIZATIONS.CAMP ERIN MONTGOMERY COUNTY, HELD ONCE A YEAR, IS AN OVERNIGHT WEEKEND CAMP FOR GRIEVING CHILDREN, AGES 6-17, THAT IS PART OF A NATIONAL NETWORK OF CAMP ERIN PROGRAMS. THE CAMP OFFERS AGE-APPROPRIATE DISCUSSIONS AND CREATIVE, FUN-FILLED ACTIVITIES DESIGNED TO HELP CHILDREN SHARE THEIR FEELINGS WITH PEERS WHO HAVE HAD SIMILAR EXPERIENCES. CAMP ERIN MONTGOMERY COUNTY IS A PARTNERSHIP BETWEEN CARINGMATTERS AND BAR-T, INC. CARINGMATTERS' FAMILY NIGHTS ARE DESIGNED FOR FAMILIES WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE. EACH WORKSHOP IS HELD PRIOR TO A MAJOR HOLIDAY SO FAMILIES CAN LEARN COPING SKILLS, PLAN FOR HOW TO HANDLE CELEBRATIONS, AND MARK THE ABSENCE OF THEIR LOVED ONE. FOLLOWING ACTIVITIES, FAMILIES ARE INVITED FOR DINNER AND TO ENJOY CONVERSATIONS WITH ONE ANOTHER. 378098 1116 CARINGMATTERS' COMMUNITY EDUCATION PROGRAMS WORKS TO RAISE AWARENESS AND BETTER EQUIP PEOPLE TO ADDRESS END-OF-LIFE AND GRIEF-RELATED ISSUES. WE HOST RELEVANT WORKSHOPS AND FILM SCREENINGS, OFFER CONTINUING EDUCATION (CEU) WORKSHOPS FOR PROFESSIONALS, AND FACILITATE DIALOGUE ON RELEVANT TOPICS IN THE COMMUNITY. 378098 1116 844609 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X THE ORGANIZATION 3018694673 518 SOUTH FREDERICK AVENUE GAITHERSBURG MD 20877 A ROTHSTEIN CHAIR 5.00 X X 0 0 0 C RICE VICE CHAIR 3.00 X X 0 0 0 E BLANDING TREASURER 2.00 X X 0 0 0 S DEGRABA SECRETARY 1.50 X X 0 0 0 N RICHARDSON IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 V BASS DIRECTOR 1.00 X 0 0 0 D BERNER DIRECTOR 1.00 X 0 0 0 D DUONG DIRECTOR 1.00 X 0 0 0 J ENGEL DIRECTOR 1.00 X 0 0 0 S HALPIN DIRECTOR 1.00 X 0 0 0 W HARD DIRECTOR 1.00 X 0 0 0 S HARRIS DIRECTOR 1.00 X 0 0 0 S LISH DIRECTOR 1.00 X 0 0 0 K NELSON DIRECTOR 1.00 X 0 0 0 M POTTER DIRECTOR 1.00 X 0 0 0 B ROMERO DIRECTOR 1.00 X 0 0 0 E ROSEMOND DIRECTOR 1.00 X 0 0 0 A SHARMAN DIRECTOR 1.00 X 0 0 0 T TOMLINSON DIRECTOR 1.00 X 0 0 0 A K STEARNS EXECUTIVE DIRECTOR 40.00 X 110993 0 11415 J PHANNAVONG CHIEF FINANCIAL OFFICER 40.00 X 61168 0 1835 L BLUESTEIN CHIEF COMMUNICATION OFFICE 40.00 X 66292 0 1989 AMY BAYERSDORFER CHIEF OPERATING OFFICER 40.00 X 0 0 0 238453 0 15239 1 0 0 0 0 1835 6185 146083 309231 14103 463334 PROGRAM FEES 624100 1116 1116 1116 90171 90171 487687 519237 -31550 -31550 -31550 447933 6185 134786 313147 313147 836218 1116 0 371768 275626 242947 20098 12581 425532 376040 30375 19117 12423 10608 1139 676 30724 26236 2816 1672 51554 45528 3756 2270 20364 7412 9065 3887 20596 20596 13650 4968 6077 2605 3652 3488 101 63 3981 3666 164 151 1672 1672 869 841 17 11 10755 10755 25214 13699 10819 696 COMPUTER EXPENSES 35863 27028 6690 2145 SUPPLIES 20153 19587 141 425 REPAIRS AND MAINTENANCE 10863 9520 859 484 UTILITIES 10283 9087 734 462 50531 42282 1977 6272 1024305 844609 126179 53517 540465 284365 50490 77485 62116 84449 22031 13828 520357 460762 37034 59595 3466844 3794842 72584 74681 4251564 4389245 43740 61343 34100 44902 4008 4008 81848 110253 X 4066010 4078981 103706 200011 4169716 4278992 4251564 4389245 -188087 297363 0 X 0 1 X 1 0 X 404077 356645 632413 573471 457149 2423755 70845 70845 70845 63761 63761 340057 474922 427490 703258 637232 520910 2763812 2763812 112651 76332 529617 103490 58621 880711 3644523 1399017 0.75830 0.74380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3729340 253501 20596 3962245 4359272 -606571 23361 3729340 3429012 138683 871733 52843 27313 4359272 3381870 75120 27978 3429012 3404374 158282 153626 27160 3381870 1.00000 0 0 4364 1242 3122 434864 386658 48206 65602 57335 8267 15527 15527 0 59595 X 1337873 297363 83917 140971 522251 815622 20596 20596 836218 1228597 83917 140971 224888 1003709 20596 20596 1024305 PART IV, LINE 2B: THE ORGANIZATION HAS AN AGENCY FUND FOR A RESTRICTED CONTRIBUTION WHEREAS THE ORGANIZATION IS AN INTERMEDIARY OF THE FUNDS UNTIL FINAL DISTRIBUTION IS MADE TO SPECIFIED RECIPIENT, AS OF JUNE 30, 2023 THE BALANCE WAS $4,008. PART V, LINE 4: THE ENDOWMENT FUND IS BOARD-DESIGNATED AND WOULD BE USED AT BOARD DISCRETION FOR UNUSUAL, NON-RECURRING EXPENSES. THE BOARD HAS AUTHORIZED THE ORGANIZATION TO USE UP TO 4% ANNUALLY FOR PROGRAMS. PART X, LINE 2: THE ORGANIZATION'S MANAGEMENT EVALUATES TAX POSITIONS AND RECOGNIZES A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S MANAGEMENT HAS ANALYZED ITS TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET SPECIAL EVENTS INCOME SHOWN ON FORM 990 WHILE GROSS SHOWN ON FINANCIALS 140,971. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET SPECIAL EVENTS INCOME SHOWN ON FORM 990 WHILE GROSS SHOWN ON FINANCIALS 140,971. GALA 306784 306784 78544 RAISE YOUR GLASS WINE TASTING 67589 4200 63389 25908 2 79745 1985 77760 30334 454118 6185 447933 134786 134786 313147 FORM 990, PART VI, SECTION B, LINE 11B DRAFT FROM 990 WILL BE PRESENTED TO BOARD BEFORE FINALIZING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS DIRECTORS, OFFICERS, AND KEY EMPLOYEES SIGN A NEW CONFLICT OF INTEREST FORM EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A BOARD OF DIRECTORS REVIEW THE EXECUTIVE DIRECTOR'S COMPENSATION YEARLY. THE COMPENSATION OF EXECUTIVE DIRECTOR IS COMPARED TO OTHER NON-PROFIT ORGANIZATIONS' SALARIES POSTED IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.