ADVANCING STATES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCING STATES INC (EIN 39-6095459)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-15
- IRS object ID
- 202541059349301319
- Schema version
- 2023v6.0
- 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 | 2025-04-15T10:33:07-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 Inc | 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 Street S Ste 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 | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda E Waterhouse | PreparerPersonNm |
| PTIN | P02014004 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 Street S Ste 403 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222023414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,558,412 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://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 | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $709,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $987,067 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,241,640 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,863,499 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,399 | PYInvestmentIncomeAmt |
| CY Investment Income | $60,876 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,935 | PYOtherRevenueAmt |
| CY Other Revenue | $4,784 | CYOtherRevenueAmt |
| PY Total Revenue | $8,019,640 | PYTotalRevenueAmt |
| CY Total Revenue | $8,916,226 | 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 | $3,646,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,642,679 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,842,651 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $6,525,615 | CYOtherExpensesAmt |
| PY Total Expenses | $8,488,969 | PYTotalExpensesAmt |
| CY Total Expenses | $10,168,294 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$469,329 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,252,068 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,245,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,607,580 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,720,612 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,278,253 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,524,433 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $329,327 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADvancing States is a national association representing the 56 state and territorial agencies on aging and disability services. The organization is dedicated to supporting state agencies in developing, implementing, and improving programs that serve older adults, people with disabilities, and their caregivers. ADvancing States is funded through membership dues, grants and subcontracts with the federal government through the U.S. Department of Health and Human Services, revenue from national meetings, and enhanced technical assistance projects funded by state agencies and foundations.Our work helps states advance community integration, health and wellness, consumer access, the paid and unpaid workforce, organizational effectiveness, participant health and welfare, quality outcomes, and service access. The organization's operations are structured into four primary categories: Long-Term Services and Supports (LTSS), Meetings, Resource Centers, and Enhanced Technical Assistance. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,099,335 | ExpenseAmt |
| Revenue | $3,355,127 | RevenueAmt |
| Desc | Long-Term Services and Supports (LTSS)ADvancing States works to enhance and expand access to high-quality long-term services and supports for older adults and individuals with disabilities. The organization provides expertise, research, and policy analysis to assist states in designing and improving LTSS programs. This includes promoting innovative service models, supporting workforce development, and advocating for policies that strengthen home and community-based services (HCBS).Our work in LTSS is organized into three focus areas to support states:1. Aging and Disabilities - Strengthening state aging and disability programs to improve services and access for older adults and individuals with disabilities.2. Caregiving - Supporting state initiatives to enhance policies and programs for family and professional caregivers.3. LTSS Medicaid - Assisting states in designing, implementing, and improving Medicaid-funded LTSS programs, including HCBS waivers and managed long-term services and supports (MLTSS).In addition to general membership support, ADvancing States offers several specialized membership programs and initiatives that states can choose to participate in for an additional fee including:- National Core Indicators for Aging and Disabilities (NCI-AD) - A quality-of-life survey that helps states measure and improve outcomes for individuals receiving LTSS. This program is a partnership with the Human Services Research Institute (HSRI).- State of the Workforce-Aging and Disabilities -- A resource designed to assist states in analyzing and strengthening the direct care workforce. The tool collects data on information on wages, benefits, retention, and turnover of the direct care workforce. This survey is also conducted in partnership with HSRI.- Direct Care Careers - A workforce management solution that supports states in their efforts to recruit, train, and retain direct care workers, helping to address workforce shortages and improve service delivery. This initiative is a partnership with Altarum.- Next Gen HCBS Program - A leadership development initiative designed to train emerging state leaders in HCBS policy and program administration. This program equips participants with the knowledge, skills, and connections needed to become the next generation of state aging and disability leaders.- Managed Long-Term Services and Supports (MLTSS) Institute - A collaborative initiative that brings together state policymakers and managed care organizations to develop and improve systems of care that support individuals using MLTSS. The Institute provides a platform for dialogue, research, and innovation to help states design and implement effective MLTSS programs.Additionally, ADvancing States receives foundation support from Arnold Ventures and The John A. Hartford Foundation to advance our work in supporting states in duals integration and family caregiving initiatives. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,356,529 | ExpenseAmt |
| Revenue | $2,777,443 | RevenueAmt |
| Desc | ADvancing States hosts two major meetings annually to convene state agencies, federal partners, and key stakeholders:1. Spring Members-Only Meeting - An exclusive gathering for state aging and disability directors and their staff, providing a private forum to discuss emerging policy issues, share challenges, and exchange best practices.2. National Home and Community-Based Services (HCBS) Conference - Held each August, the HCBS Conference is the premier national event for professionals working in aging, disability, and HCBS policy. This event brings together state and federal policymakers, service providers, managed care organizations, and researchers to discuss policy developments, innovative practices, and key challenges in LTSS. The conference features plenary sessions with federal officials, workshops on emerging trends, and opportunities for peer-to-peer learning to advance HCBS programs nationwide. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,394,420 | ExpenseAmt |
| Desc | Through various resource centers, ADvancing States provides technical assistance, research, and guidance to states and stakeholders on critical policy and programmatic issues. These centers offer tools, publications, and data analysis to support decision-making and improve service delivery. They also facilitate peer learning opportunities and highlight emerging trends in aging and disability services.ADvancing States is the recipient of the Information and Referral (I&R) Resource Center, which provides training, technical assistance, and support to aging and disability information and referral agencies at the state and local levels nationwide. The I&R Resource Center helps agencies strengthen their capacity to provide accurate and timely information to individuals seeking long-term services and supports.In addition to operating the I&R Resource Center, ADvancing States partners with several national and local organizations to support additional technical assistance or resource centers. These partnerships include collaborations with the National Council on Aging (NCOA), USAging, Consumer Voice, New Editions, National Academy for State Health Policy (NASHP) and the Northeast Iowa Area Agency on Aging. The resource centers supported through these partnerships focus on key areas such as:- The Long-Term Care Ombudsman Program, which advocates for residents in nursing homes, assisted living, and other long-term care settings.- The State Health Insurance Program (SHIP), which provides free, unbiased counseling and assistance for Medicare beneficiaries.- Addressing Elder Mistreatment- The Medicare Improvements for Patients and Providers Act (MIPPA) program, which helps low-income Medicare beneficiaries access benefits and services.- The HCBS Technical Assistance Center on Preadmission Screening and Resident Review (PASRR), which supports state efforts to ensure individuals with disabilities receive appropriate services in the least restrictive setting.- Supporting Family Caregivers, providing resources, education, and assistance to states working to enhance caregiver support programs.- Supporting Area Agencies on Aging (AAAs) in their efforts to expand business opportunities and contracts between AAAs and health systems. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,390,798 | ExpenseAmt |
| Revenue | $1,735,713 | RevenueAmt |
| Desc | ADvancing States provides expert technical assistance and training to states under contracts, supporting them in designing, implementing, and improving key programs. This enhanced technical assistance helps states:- Design new initiatives in LTSS to expand access and improve service delivery.- Update and strengthen adult protective services (APS) programs to enhance investigations, interventions, and data collection efforts.- Ensure compliance with Older Americans Act (OAA) regulations, assisting states in meeting federal requirements and improving program administration.- Develop new Medicaid waivers to expand HCBS and integrate services for targeted populations.- Improving state efforts to support individuals who are dually eligible for Medicaid and Medicare by assisting in the development of integrated care programs that enhance coordination and improve health outcomes. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,390,798 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,735,713 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,241,082 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lindsay Clark Vault Consulting | PersonNm |
| Phone | 2409939206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 Greensboro Drive 500 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|
| Nels Holmgren | |||||||
| President | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bea Rector | |||||||
| Vice President | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ursel McElroy | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bonnie Silva | |||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jessica Bax | |||||||
| At-Large | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan DeMarois | |||||||
| At-Large | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Chen | |||||||
| At-Large (until 6/1/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Victoria L Elridge | |||||||
| At-Large | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jakenna L Lebsock | |||||||
| At-Large | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| David Ward | |||||||
| At-Large | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Martha Roherty | |||||||
| Executive Director | 35.00 | Yes (X) | $370,575 | $0 | $44,725 | ||
| Camille Dobson | |||||||
| Deputy Executive Director | 35.00 | Yes (X) | $284,415 | $0 | $40,161 | ||
| Denikka Pearl Barnett | |||||||
| Deputy Director of Operations | 35.00 | Yes (X) | $212,219 | $0 | $35,803 | ||
| Kathy Jo Greenlee | |||||||
| Senior Director of Elder Justice | 30.00 | $179,002 | $0 | $24,033 | Yes (X) | ||
| Nanette Relave | |||||||
| Sr Director of I&R Support Center | 35.00 | $139,835 | $0 | $36,551 | Yes (X) | ||
| Justin Hatmaker | |||||||
| Chief of Staff | 35.00 | $135,833 | $0 | $20,308 | Yes (X) | ||
| Riina Lubja | |||||||
| Director of Finance | 35.00 | $128,197 | $0 | $36,840 | Yes (X) | ||
| April Young | |||||||
| Sr Director of Strategic Initiatives | 35.00 | $123,164 | $0 | $19,412 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,573,240 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $257,833 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Altarum Institute | |||||
| PO Box 633579 | Cincinnati | OH | 45263 | Tech & Infrastructure Development | $700,000 |
| Human Services Research Institute | |||||
| 2336 Massachussetts Avenue | Cambridge | MA | 02140 | Tech & Data Tool Development | $380,000 |
| HCBS Strategies Incorporated | |||||
| 222 Ridgewood Road | Baltimore | MD | 21210 | Program Support Services | $253,692 |
| EventsAIR | |||||
| 6100 219th St SW Suite 480 | Mountlake Terrace | WA | 98043 | Software Services | $142,457 |
| HPN Destination Services LLC | |||||
| 8800 E Raintree Drive Suite 260 | Scottsdale | AZ | 85260 | Conference Support Services | $141,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $987,067 | GovernmentGrantsAmt |
| Total Contributions | $987,067 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Membership dues | 900099 | $3,350,343 | $3,350,343 | |
| Meeting registrations and sponsor | 900099 | $2,777,443 | $1,197,418 | $1,580,025 |
| Contract revenue | 900099 | $1,735,713 | $1,735,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,863,499 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,840 | TotalRevenueColumnAmt |
| Exclusion | $28,840 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,674,222 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,642,186 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,036 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,036 | TotalRevenueColumnAmt |
| Exclusion | $32,036 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,784 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,784 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,784 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,916,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,288,258 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,640,901 | 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 | $1,060,734 | TotalAmt |
| Program Services | $1,017,421 | ProgramServicesAmt |
| Management And General | $43,313 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,936,505 | TotalAmt |
| Program Services | $1,642,575 | ProgramServicesAmt |
| Management And General | $293,930 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,431 | TotalAmt |
| Program Services | $117,432 | ProgramServicesAmt |
| Management And General | $4,999 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,835 | TotalAmt |
| Program Services | $309,653 | ProgramServicesAmt |
| Management And General | $13,182 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,174 | TotalAmt |
| Program Services | $192,000 | ProgramServicesAmt |
| Management And General | $8,174 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,342 | TotalAmt |
| Program Services | $20,342 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,483 | TotalAmt |
| Management And General | $131,483 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,000 | TotalAmt |
| Program Services | $75,326 | ProgramServicesAmt |
| Management And General | $2,674 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,126 | TotalAmt |
| Management And General | $14,126 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,475,229 | TotalAmt |
| Program Services | $3,425,956 | ProgramServicesAmt |
| Management And General | $49,273 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,328 | TotalAmt |
| Program Services | $196,946 | ProgramServicesAmt |
| Management And General | $79,382 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,545 | TotalAmt |
| Program Services | $109,049 | ProgramServicesAmt |
| Management And General | $50,496 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,641 | TotalAmt |
| Program Services | $329,598 | ProgramServicesAmt |
| Management And General | $11,043 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574,426 | TotalAmt |
| Program Services | $1,523,381 | ProgramServicesAmt |
| Management And General | $51,045 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,734 | TotalAmt |
| Program Services | $67,267 | ProgramServicesAmt |
| Management And General | $29,467 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,512 | TotalAmt |
| Program Services | $5,376 | ProgramServicesAmt |
| Management And General | $5,136 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Subscriptions and dues | $247,811 | $172,231 | $75,580 |
| Bad debt expense | $69,510 | $20,183 | $49,327 |
| Staff training | $8,090 | $7,828 | $262 |
| Taxes | $7,207 | $2,688 | $4,519 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,631 | TotalAmt |
| Program Services | $5,830 | ProgramServicesAmt |
| Management And General | $9,801 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,168,294 | TotalAmt |
| Program Services | $9,241,082 | ProgramServicesAmt |
| Management And General | $927,212 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,587,286 | BOYAmt |
| EOY | $1,547,973 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,955 | BOYAmt |
| EOY | $109,110 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,625,407 | BOYAmt |
| EOY | $1,109,998 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,021 | BOYAmt |
| EOY | $315,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $782,602 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $410,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,505 | BOYAmt |
| EOY | $372,049 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,450 | BOYAmt |
| EOY | $1,230,858 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,421 | BOYAmt |
| EOY | $921,759 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,245,045 | BOYAmt |
| EOY | $5,607,580 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,619 | BOYAmt |
| EOY | $1,840,267 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,038,633 | BOYAmt |
| EOY | $1,983,360 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,639,360 | BOYAmt |
| EOY | $1,454,626 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,720,612 | BOYAmt |
| EOY | $5,278,253 | 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 | $1,524,433 | BOYAmt |
| EOY | $329,327 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,524,433 | BOYAmt |
| EOY | $329,327 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,245,045 | BOYAmt |
| EOY | $5,607,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,252,068 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,962 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $1,779,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,582,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,841,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,483,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $987,067 | CurrentTaxYearAmt |
| Total | $10,673,401 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,779,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,582,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,841,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,483,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $987,067 | CurrentTaxYearAmt |
| Total | $10,673,401 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,673,401 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,840 | CurrentTaxYearAmt |
| Total | $61,150 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,935 | CurrentTaxYearMinus1YearAmt |
| Total | $97,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,831,856 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,203,762 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $78,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $78,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The organization engaged in lobbying activities to advocate for the Reauthorization of the Older Americans Act, supporting the direct care workforce, appropriations for aging and disability programs. Activities included direct communications with Congressional members and staff, submitting written comments on proposed regulations, and participating in coalitions to influence public policy. These lobbying activities supported the organization's exempt purpose of assisting states in designing, improving, and sustaining LTSS systems for older adults, people with disabilities, and their caregivers. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $458,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,819 | DepreciationAmt |
| Book Value | $261,280 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,734 | DepreciationAmt |
| Book Value | $110,769 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $372,049 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating lease, right-of-use assets, net | Desc |
| Book Value | $921,759 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $921,759 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating lease liabilities | Desc |
| Amt | $1,454,626 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,454,626 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,959,062 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $56,962 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $56,962 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,902,100 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,126 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $14,126 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,916,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,154,168 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,154,168 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,126 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $14,126 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,168,294 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Management has evaluated the ADvancing States' tax positions and concluded that ADvancing States' financial statements do not include any uncertain tax positions. | ExplanationTxt |
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 | 0 | 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 (7 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 | $364,797 | $0 | $0 | $0 | $5,778 | $0 | $25,784 | $0 | $18,941 | $0 | $415,300 | $0 | $0 | $0 |
| Camille Dobson | ||||||||||||||
| Deputy Executive Director | $276,261 | $0 | $0 | $0 | $8,154 | $0 | $19,780 | $0 | $20,381 | $0 | $324,576 | $0 | $0 | $0 |
| Denikka Pearl Barnett | ||||||||||||||
| Deputy Director of Operations | $204,643 | $0 | $7,500 | $0 | $76 | $0 | $15,477 | $0 | $20,326 | $0 | $248,022 | $0 | $0 | $0 |
| Kathy Jo Greenlee | ||||||||||||||
| Senior Director of Elder Justice | $178,448 | $0 | $0 | $0 | $554 | $0 | $12,600 | $0 | $11,433 | $0 | $203,035 | $0 | $0 | $0 |
| Nanette Relave | ||||||||||||||
| Sr Director of I&R Support Center | $139,642 | $0 | $0 | $0 | $193 | $0 | $10,107 | $0 | $26,444 | $0 | $176,386 | $0 | $0 | $0 |
| Riina Lubja | ||||||||||||||
| Director of Finance | $127,836 | $0 | $0 | $0 | $361 | $0 | $9,371 | $0 | $27,469 | $0 | $165,037 | $0 | $0 | $0 |
| Justin Hatmaker | ||||||||||||||
| Chief of Staff | $135,749 | $0 | $0 | $0 | $84 | $0 | $9,713 | $0 | $10,595 | $0 | $156,141 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 3,425,956. Management and general expenses 49,273. Fundraising expenses 0. Total expenses 3,475,229. |