ADVANCING STATES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCING STATES INC (EIN 39-6095459)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202401349349303585
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T11:37:15-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EAST MAIN STREET SUITE 1800 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396095459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCING STATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVA | BusinessNameControlTxt |
| Phone | 2028982578 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 18TH ST S ST 403 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222023414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA ROHERTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2028982578 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | ROHERTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 8042822121 | PhoneNum |
| Preparation | 2024-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA ROHERTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 18TH ST S ST 403 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222023414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,088,278 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADVANCINGSTATES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE SYSTEMS AND SUPPORTS FOR OLDER ADULTS, PEOPLE WITH DISABILITIES, OR THEIR CAREGIVERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,255,029 | PYContributionsGrantsAmt |
| CY Contributions Grants | $709,666 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,986,316 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,241,640 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$7,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,399 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,613 | PYOtherRevenueAmt |
| CY Other Revenue | $42,935 | CYOtherRevenueAmt |
| PY Total Revenue | $6,268,510 | PYTotalRevenueAmt |
| CY Total Revenue | $8,019,640 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,677,335 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,646,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,794,775 | PYOtherExpensesAmt |
| CY Other Expenses | $4,842,651 | CYOtherExpensesAmt |
| PY Total Expenses | $5,472,110 | PYTotalExpensesAmt |
| CY Total Expenses | $8,488,969 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $796,400 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$469,329 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,285,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,245,045 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,356,807 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,720,612 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,928,299 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,524,433 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO DESIGN, IMPROVE, AND SUSTAIN STATE SYSTEMS DELIVERING LONG-TERM SERVICES AND SUPPORTS FOR OLDER ADULTS, PEOPLE WITH DISABILIIES, AND THEIR CAREGIVERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,357,266 | ExpenseAmt |
| Revenue | $2,773,767 | RevenueAmt |
| Desc | LONG-TERM SERVICES AND SUPPORTS: ADVANCING STATES PROVIDES A VARIETY OF MEMBERSHIP SERVICES DESIGNED TO FACILITATE THE EXCHANGE OF INFORMATION, PROMISING PRACTICES AND POLICIES AMONG STATE AGING DISABILITY AGENCIES AND MEDICAID LONG-TERM SERVICES AND SUPPORTS PROGRAMS. MEMBERSHIP SERVICES INCLUDE TELEPHONIC AND ONSITE TECHNICAL ASSISTANCE AND SUPPORT; A NATIONAL CLEARINGHOUSE OF INFORMATION HCBS, A WEBSITE, AN ON-LINE TRAINING CENTER, A WEEKLY ELECTRONIC NEWSLETTER AND MONTHLY ALL-STATE CALLS.ADVANCING STATES HAS A NUMBER OF INITIATIVES FOCUSED ON LONG-TERM SERVICES AND SUPPORTS (LTSS) AND MLTSS PROGRAMS. THE NATIONAL CORE INDICATORS-AGING AND DISABILITIES (NCI-AD) IS AN INITIATIVE DESIGNED TO SUPPORT STATES' INTEREST IN ASSESSING THE PERFORMANCE OF THEIR LTSS PROGRAMS AND DELIVERY SYSTEMS IN ORDER TO IMPROVE SERVICES FOR OLDER ADULTS AND PEOPLE WITH PHYSICAL DISABILITIES. NCI-AD IS A COLLABORATIVE EFFORT BETWEEN ADVANCING STATES AND THE HUMAN SERVICES RESEARCH INSTITUTE. NCI-AD ASSESSES OUTCOMES BEYOND HEALTH AND SAFETY TO ADDRESS IMPORTANT LONG-RECOGNIZED GAPS IN LTSS DATA, SUCH AS SOCIAL, COMMUNITY, AND PERSON-CENTERED GOALS.THE MLTSS INSTITUTE IS A COLLABORATION BETWEEN ADVANCING STATES AND NATIONAL MEDICAID HEALTH PLANS INTENDED TO DRIVE IMPROVEMENTS IN KEY MLTSS POLICY ISSUES, FACILITATE SHARING AND LEARNING AMONG STATES, AND PROVIDE DIRECT AND INTENSIVE TECHNICAL ASSISTANCE TO STATES AND HEALTH PLANS.ADVANCING INTERRAI OFFERS STATES TAILORED SUPPORT TO ENHANCE THE QUALITY AND UTILIZATION OF ASSESSMENT DATA, PROMOTING THE USE OF "USING BETTER DATA, BETTER." THIS IS PARTICULARLY CRUCIAL AS HCBS PROGRAMS BECOME MORE COMPLEX AND COSTLY, NECESSITATING ACCURATE AND RELIABLE DATA FOR FUNCTIONAL ELIGIBILITY, PERSON-CENTERED PLANNING, AND PROGRAM IMPROVEMENTS. INTERRAI PROVIDES A SUITE OF DEPENDABLE SYSTEMS HONED OVER 30 YEARS OF RESEARCH AND USED IN OVER 35 COUNTRIES AND 24 U.S. STATES, OFFERING ROBUST MEASURES, ASSESSMENT PROTOCOLS, AND QUALITY INDICATORS. LED BY ADVANCING STATES, SUPPORTED BY HCBS STRATEGIES AND INTERRAI FELLOWS, THE ADVANCING INTERRAI PACKAGE AIDS STATES IN COLLECTING AND LEVERAGING DATA EFFICIENTLY TO ENHANCE PROGRAM EQUITY AND EFFICIENCY. IT INCLUDES SUPPORT FOR SCREENING, WAITLIST PRIORITIZATION, LEVEL OF CARE DETERMINATION, SUPPORT PLANNING, QUALITY MANAGEMENT, BUDGETING, AND CARE MANAGEMENT. STATES RECEIVE CROSS-STATE COLLABORATION OPPORTUNITIES, COMPREHENSIVE TRAINING, ONBOARDING INFRASTRUCTURE ANALYSIS, OPERATIONS AND POLICY GUIDANCE, DATA ANALYSES AND REPORTING ASSISTANCE, AND CUSTOMIZED TECHNICAL SUPPORT. DIRECT CARE CAREERS FOCUSES ON ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES BY PROVIDING REWARDING CAREER OPPORTUNITIES AND EDUCATION IN THE DIRECT CARE FIELD. IT OFFERS ONE PLACE FOR JOB MATCHING, WORKER REGISTRY, TRAINING AND DEVELOPMENT PROGRAMS THAT EQUIP INDIVIDUALS WITH THE NECESSARY SKILLS AND KNOWLEDGE TO PROVIDE HIGH-QUALITY CARE. DIRECT CARE CAREERS ALSO COLLABORATES WITH STATES, PROVIDERS AND SELF-DIRECTING PARTICIPANTS TO PROMOTE THE VALUE OF DIRECT CARE WORK AND TO CREATE A SUPPORTIVE AND INCLUSIVE WORK ENVIRONMENT. THESE EFFORTS AIM TO ADDRESS WORKFORCE SHORTAGES IN THE DIRECT CARE SECTOR AND TO ENSURE THAT INDIVIDUALS RECEIVING CARE RECEIVE THE BEST POSSIBLE SUPPORT AND ASSISTANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,203,907 | ExpenseAmt |
| Revenue | $2,473,244 | RevenueAmt |
| Desc | MEETINGS: ADVANCING STATES HOSTS TWO CONFERENCES PER YEAR. THE HOME AND COMMUNITY BASED SERVICES (HCBS) CONFERENCE BRINGS TOGETHER FEDERAL AND STATE POLICYMAKERS, ADVOCATES AND ACADEMICS FROM ACROSS THE NATION TO SHARE INNOVATIVE STATE PRACTICES AND POLICIES IN HCBS PROGRAMS THAT SUPPORT INDIVIDUALS OF ALL AGES AND ABILITIES. ADVANCING STATES ALSO HOSTS A SPRING MEMBER MEETING TO PROMOTE PROMISING PRACTICES AND HIGHLIGHT CHANGES IN FEDERAL POLICIES THAT IMPACT STATE PROGRAMS. THE MEMBERSHIP MEETING IS HELD IN CONJUNCTION WITH THE MANAGED LONG-TERM SERVICES AND SUPPORTS (MLTSS) SYMPOSIUM THAT PROVIDES PARTICIPANTS WITH KEY ISSUES IN MLTSS AND ADDRESSES THE OPPORTUNITIES AND CHALLENGES IN MANAGED CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,316,529 | ExpenseAmt |
| Revenue | $1,994,629 | RevenueAmt |
| Desc | ENHANCED TECHNICAL ASSISTANCE: ADVANCING STATES PROVIDES ENHANCED TECHNICAL ASSISTANCE AND SUPPORT UNDER SEPARATE CONTRACTS DIRECTLY WITH STATES AND/OR WITH OTHER CONSULTANCIES. ADVANCING STATES ASSISTS STATES IN PROVIDING PROGRAMMATIC, OPERATIONAL, TRAINING AND TECHNICAL SUPPORT TO STATES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $619,847 | ExpenseAmt |
| Desc | RESOURCES CENTERS AND TRAINING: THE NATIONAL INFORMATION AND REFERRAL SUPPORT CENTER (I&R SUPPORT CENTER) PROVIDES TRAINING, TECHNICAL ASSISTANCE, AND INFORMATION RESOURCES TO BUILD CAPACITY AND PROMOTE CONTINUING DEVELOPMENT OF AGING AND DISABILITY INFORMATION AND REFERRAL SERVICES NATIONWIDE.ADVANCING STATES PARTICIPATED AS A PARTNER WITH TWO NATIONAL VACCINATION GRANT PROJECTS FUNDED BY THE ADMINISTRATION FOR COMMUNITY LIVING (ACL). IN DECEMBER 2022, THE FEDERAL ADMINISTRATION FOR COMMUNITY LIVING AWARDED GRANTS TOTALING $125 MILLION TO USAGING AND NCOA TO BOOST COVID-19 AND ANNUAL FLU VACCINATION RATES AMONG OLDER ADULTS AND PEOPLE WITH DISABILITIES. USAGING ESTABLISHED THE AGING AND DISABILITY VACCINATION COLLABORATIVE (ADVC), DISTRIBUTING FUNDS TO ORGANIZATIONS FOR COMMUNITY VACCINE CLINICS, IN-HOME VACCINATIONS, TRANSPORTATION TO VACCINATION SITES, AND OUTREACH AND EDUCATION EFFORTS. NCOA'S INITIATIVE, FUNDED AT $50 MILLION, AWARDED GRANTS TO OVER 180 COMMUNITY-BASED ORGANIZATIONS AND 150 SENIOR CENTERS FOR TAILORED OUTREACH, VACCINE CLINICS, AND SUPPORT SERVICES. BOTH PROGRAMS AIM TO INCREASE VACCINE UPTAKE AND OVERALL WELLBEING AMONG OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES THROUGH TARGETED CAMPAIGNS AND PARTNERSHIPS WITHIN THE AGING AND DISABILITY NETWORKS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $619,847 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,497,549 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028982578 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 18TH ST S ST 403 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222023414 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KATHLEEN DOUGHERTY | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NELS HOLMGREN | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BEA RECTOR | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| URSEL MCELROY | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN DEMAROIS | |||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA BAX | |||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE SILVA | |||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CURTIS CUNNINGHAM | |||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA ROHERTY | |||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $380,721 | $0 | $63,982 | ||
| CAMILLE DOBSON | |||||||
| DEPUTY EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $278,909 | $0 | $50,079 | ||
| DENIKKA PEARL BARNETT | |||||||
| DEPUTY DIRECTOR OF OPERATIONS | 35.00 | Yes (X) | $213,117 | $0 | $47,874 | ||
| DAMON TERZAGHI | |||||||
| SR DIR OF LTSS POLICY (THRU 12/22) | 35.00 | $155,990 | $0 | $49,147 | Yes (X) | ||
| NANETTE RELAVE | |||||||
| SENIOR DIR OF I&R SUPPORT CENTER | 35.00 | $142,372 | $0 | $46,280 | Yes (X) | ||
| RIINA LUBJA | |||||||
| DIRECTOR OF FINANCE | 35.00 | $117,458 | $0 | $35,095 | Yes (X) | ||
| APRIL YOUNG | |||||||
| SENIOR DIR OF BUSINESS ACUMEN | 35.00 | $117,491 | $0 | $22,102 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,406,058 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $314,559 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $709,666 | GovernmentGrantsAmt |
| Total Contributions | $709,666 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,773,767 | $2,773,767 |
| CONF & REGISTRATION | 900099 | $2,473,244 | $2,473,244 |
| CONSULTING INCOME | 900099 | $1,994,629 | $1,994,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,241,640 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,502 | TotalRevenueColumnAmt |
| Exclusion | $27,502 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,535 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,638 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,103 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,103 | TotalRevenueColumnAmt |
| Exclusion | -$2,103 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,935 | TotalRevenueColumnAmt |
| Exclusion | $42,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,935 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,019,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,241,640 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,046,073 | TotalAmt |
| Program Services | $938,674 | ProgramServicesAmt |
| Management And General | $107,399 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,965,269 | TotalAmt |
| Program Services | $1,763,498 | ProgramServicesAmt |
| Management And General | $201,771 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,493 | TotalAmt |
| Program Services | $107,225 | ProgramServicesAmt |
| Management And General | $12,268 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,479 | TotalAmt |
| Program Services | $282,192 | ProgramServicesAmt |
| Management And General | $32,287 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,004 | TotalAmt |
| Program Services | $180,367 | ProgramServicesAmt |
| Management And General | $20,637 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,707 | TotalAmt |
| Program Services | $10,570 | ProgramServicesAmt |
| Management And General | $18,137 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,372 | TotalAmt |
| Program Services | $127,878 | ProgramServicesAmt |
| Management And General | $34,494 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,000 | TotalAmt |
| Program Services | $70,919 | ProgramServicesAmt |
| Management And General | $7,081 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,944 | TotalAmt |
| Management And General | $11,944 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,149,119 | TotalAmt |
| Program Services | $1,954,019 | ProgramServicesAmt |
| Management And General | $195,100 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,416 | TotalAmt |
| Program Services | $149,235 | ProgramServicesAmt |
| Management And General | $52,181 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,275 | TotalAmt |
| Program Services | $108,587 | ProgramServicesAmt |
| Management And General | $52,688 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,871 | TotalAmt |
| Program Services | $413,708 | ProgramServicesAmt |
| Management And General | $36,163 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,806 | TotalAmt |
| Program Services | $1,206,357 | ProgramServicesAmt |
| Management And General | $105,449 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,018 | TotalAmt |
| Program Services | $65,700 | ProgramServicesAmt |
| Management And General | $24,318 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,214 | TotalAmt |
| Program Services | $7,180 | ProgramServicesAmt |
| Management And General | $3,034 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBSCRIPTIONS & DUES | $98,115 | $76,996 | $21,119 |
| MISCELLANEOUS | $64,783 | $24,850 | $39,933 |
| STAFF TRAINING | $9,626 | $3,692 | $5,934 |
| TAXES | $8,035 | $3,082 | $4,953 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,350 | TotalAmt |
| Program Services | $2,820 | ProgramServicesAmt |
| Management And General | $4,530 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,488,969 | TotalAmt |
| Program Services | $7,497,549 | ProgramServicesAmt |
| Management And General | $991,420 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,474 | BOYAmt |
| EOY | $1,587,286 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,631 | BOYAmt |
| EOY | $193,955 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,445,248 | BOYAmt |
| EOY | $1,625,407 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,048 | BOYAmt |
| EOY | $295,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $765,324 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $313,819 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,699 | BOYAmt |
| EOY | $451,505 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $970,006 | BOYAmt |
| EOY | $1,042,450 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,049,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,285,106 | BOYAmt |
| EOY | $6,245,045 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,593 | BOYAmt |
| EOY | $1,042,619 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251,176 | BOYAmt |
| EOY | $2,038,633 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,038 | BOYAmt |
| EOY | $1,639,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,356,807 | BOYAmt |
| EOY | $4,720,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,299 | BOYAmt |
| EOY | $1,524,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,299 | BOYAmt |
| EOY | $1,524,433 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,285,106 | BOYAmt |
| EOY | $6,245,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$469,329 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $65,463 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,514,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,779,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,582,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,841,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,483,433 | CurrentTaxYearAmt |
| Total | $11,200,456 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,514,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,779,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,582,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,841,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,483,433 | CurrentTaxYearAmt |
| Total | $11,200,456 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,200,456 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,502 | CurrentTaxYearAmt |
| Total | $32,372 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,935 | CurrentTaxYearAmt |
| Total | $97,410 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,330,238 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,465,032 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 105. 2019 AMOUNT: $ 18,901. 2020 AMOUNT: $ 856. 2021 AMOUNT: $ 34,613. 2022 AMOUNT: $ 42,935. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $458,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,583 | DepreciationAmt |
| Book Value | $299,516 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $307,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,236 | DepreciationAmt |
| Book Value | $151,989 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $451,505 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSET | Desc |
| Book Value | $1,049,421 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,049,421 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $1,639,360 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,639,360 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,073,159 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $65,463 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $65,463 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,007,696 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,944 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,944 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,019,640 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,477,025 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,477,025 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,944 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,944 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,488,969 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA ROHERTY | ||||||||||||||
| EXECUTIVE DIRECTOR | $380,721 | $0 | $0 | $0 | $0 | $0 | $26,484 | $0 | $38,894 | $0 | $446,099 | $0 | $0 | $0 |
| CAMILLE DOBSON | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $273,909 | $0 | $0 | $0 | $5,000 | $0 | $18,897 | $0 | $34,678 | $0 | $332,484 | $0 | $0 | $0 |
| DENIKKA PEARL BARNETT | ||||||||||||||
| DEPUTY DIRECTOR OF OPERATIONS | $208,117 | $0 | $0 | $0 | $5,000 | $0 | $15,227 | $0 | $39,144 | $0 | $267,488 | $0 | $0 | $0 |
| DAMON TERZAGHI | ||||||||||||||
| SR DIR OF LTSS POLICY (THRU 12/22) | $150,990 | $0 | $0 | $0 | $5,000 | $0 | $11,218 | $0 | $39,098 | $0 | $206,306 | $0 | $0 | $0 |
| NANETTE RELAVE | ||||||||||||||
| SENIOR DIR OF I&R SUPPORT CENTER | $142,372 | $0 | $0 | $0 | $0 | $0 | $10,282 | $0 | $39,152 | $0 | $191,806 | $0 | $0 | $0 |
| RIINA LUBJA | ||||||||||||||
| DIRECTOR OF FINANCE | $115,458 | $0 | $0 | $0 | $2,000 | $0 | $8,477 | $0 | $27,599 | $0 | $153,534 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ALL STAFF MEMBERS RECEIVE REIMBURSEMENT FOR HEALTH CLUBS. PROVIDING THIS BENEFIT TO THE STAFF IMPROVED QUALITY OF LIFE WHILE ALSO REDUCING INSURANCE PREMIUMS FOR THE ORGANIZATION. |
| PART I, LINE 5 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS IMPACTED BY THE REVENUE OF THE ORGANIZATION AND MEETING THE STRATEGIC GOALS OF THE ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE OFFICERS OF THE ASSOCIATION AND THE PAST PRESIDENTS OF THE ASSOCIATION WHILE THEY SERVE ON THE BOARD. THIS COMMITTEE SHALL HAVE THE AUTHORITY TO ACT ON MATTERS BETWEEN MEETINGS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | ELIGIBILITY - MEMBERS OF THE ASSOCIATION SHALL BE THE STATE AGENCY ON AGING AND/OR DISABILITIES AND LTSS MEDICAID DIRECTORS, AS IDENTIFIED BY THE STATE. THE TERM "STATE" INCLUDES THE DISTRICT OF COLUMBIA, THE VIRGIN ISLANDS, GUAM, AMERICAN SAMOA, THE TRUST TERRITORY OF THE PACIFIC ISLANDS, AND THE NORTHERN MARIANA ISLANDS. REPRESENTATIVES SHALL BE THE DIRECTOR OF THE STATE AGENCY ON AGING AND/OR DISABILITIES AND LTSS MEDICAID DIRECTORS OR AN INDIVIDUAL DESIGNATED BY THE DIRECTOR OF THE STATE AGENCY ON AGING AND/OR DISABILITIES OR MEDICAID AGENCY. |
| FORM 990, PART VI, SECTION A, LINE 7A | VOTING - EACH ACTIVE STATE IS ENTITLED TO ONE VOTE ON EACH MATTER FOR CONSIDERATION. THE PERSON DESIGNATED BY THE STATE WILL CAST THE VOTE, IN THE ABSENCE OF AN EFFECTIVE PROXY PROVIDING OTHERWISE. IF THE MEMBERSHIP IS IN THE NAME OF TWO OR MORE PERSONS, ONE VOTE BINDS ALL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE DIRECTOR OF OPERATIONS AND THEN BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. THE DRAFT IRS FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD OF DIRECTORS AND STAFF SHALL BE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. COPIES OF SUCH CONFLICT OF INTEREST DISCLOSURE FORMS SHALL BE MAINTAINED AT THE ADVANCING STATES' OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT OF THE BOARD CONVENES THREE MEMBERS OF THE BOARD; THE IMMEDIATE PAST PRESIDENT AND THE VICE PRESIDENT TO DO THE EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION AND COMPENSATION REVIEW. THE PERFORMANCE EVALUATION IS COMPLETED USING THE SAME FORMAT THAT THE FULL ASSOCIATION STAFF COMPLETE ON AN ANNUAL BASIS. THE COMMITTEE ALSO COMPLETES A COMPENSATION COMPARISON OF NATIONAL ASSOCIATIONS DOING SIMILAR WORK. THE COMMITTEE DETERMINES WHAT THE COMPENSATION SHALL BE AND SENDS NOTIFICATION OF THE DECISION ON COMPENSATION TO THE DIRECTOR OF FINANCE AND THE DIRECTOR OF OPERATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 35,313. MANAGEMENT AND GENERAL EXPENSES 3,526. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,839. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,918,706. MANAGEMENT AND GENERAL EXPENSES 191,574. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,110,280. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |