2023-05-15T16:23:56-05:00 2022-06-30 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-07-01 396095459 ADVANCING STATES ADVA 2028982578 241 18TH ST S ST 403 ARLINGTON VA 222023414 MARTHA ROHERTY EXECUTIVE DIRECTOR 2028982578 2023-05-12 1 MARTHA ROHERTY 999009999 MEREDITH BELL P01696827 2022932200 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARTHA ROHERTY 241 18TH ST S ST 403 ARLINGTON VA 222023414 6923417 0 X WWW.ADVANCINGSTATES.ORG X 1965 WI TO IMPROVE SYSTEMS AND SUPPORTS FOR OLDER ADULTS, PEOPLE WITH DISABILITIES, OR THEIR CAREGIVERS. 9 9 19 9 0 0 753976 1255029 3322010 4986316 196 -7448 856 34613 4077038 6268510 0 0 0 0 2310272 2677335 0 0 0 1441013 2794775 3751285 5472110 325753 796400 3785402 4285106 2615027 2356807 1170375 1928299 X 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. 0 0 1654810 2113375 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. 1431790 1585991 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.IMPROVING ENROLLMENT IN SPECIAL PROGRAMS FOR INDIVIDUALS WITH DISABILITIES IN THE MEDICARE PROGRAM (MIPPA) IS A PROJECT THAT ADVANCING STATES WORKS WITH THE NATIONAL COUNCIL ON AGING TO IMPROVE ENROLLMENT OF INDIVIDUALS WITH DISABILITIES IN PROGRAMS SPECIFICALLY FOR LOW-INCOME MEDICARE POPULATIONS BY PROVIDING GUIDANCE ON THE DEVELOPMENT OF MATERIALS, DISSEMINATION STRATEGIES AND IMPROVED ENROLLMENT IN SERVICES FOR INDIVIDUALS WITH DISABILITIES.THE NATIONAL CENTER ON ADVANCING PERSON-CENTERED PRACTICES AND SYSTEMS (NCAPPS) IS AN ADMINISTRATION FOR COMMUNITY LIVING (ACL) INITIATIVE TO ASSIST STATES, TRIBES AND TERRITORIES TO IMPLEMENT PERSON-CENTERED THINKING, PLANNING AND PRACTICES IN LONG-TERM SERVICES AND SUPPORTS ALIGNING WITH U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES REGULATIONS. ADVANCING STATES PARTNERS WITH THE HUMAN SERVICES RESEARCH INITIATIVE (HSRI) TO PROVIDE SUBJECT MATTER EXPERTISE TO INTEGRATE, ACROSS SYSTEMS AND PROGRAMS, RULES, REGULATIONS, POLICIES, PAYMENT SYSTEMS AND TECHNOLOGY TO PROMOTE PERSON-CENTERED PRACTICES. 996546 1286950 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. 635041 RESOURCES CENTERS AND TRAINING: DISABILITY BUSINESS ACUMEN CENTER (BUSINESS ACUMEN) IS AN INITIATIVE TO BUILD THE CAPACITY OF DISABILITY COMMUNITY-BASED ORGANIZATIONS TO CONTRACT WITH INTEGRATED CARE AND OTHER HEALTH SECTOR ENTITIES. ADVANCING STATES IS PARTNERING WITH 10 ORGANIZATIONS TO ACHIEVE THE GOALS OF BUSINESS ACUMEN THROUGH KNOWLEDGE BUILDING, TRAINING, TECHNICAL ASSISTANCE, A LEARNING COLLABORATIVE MODEL AND THE DISTRIBUTION OF PROMISING PRACTICES AND RESOURCES.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. 635041 4718187 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2028982578 241 18TH ST S ST 403 ARLINGTON VA 222023414 KATHLEEN DOUGHERTY PRESIDENT 4.00 X X 0 0 0 NELS HOLMGREN VICE PRESIDENT 4.00 X X 0 0 0 KARI BENSON SECRETARY 4.00 X X 0 0 0 BEA RECTOR TREASURER 2.00 X X 0 0 0 JESSICA BAX AT LARGE 2.00 X 0 0 0 SUSAN DEMAROIS AT LARGE 2.00 X 0 0 0 URSEL MCELROY AT LARGE 2.00 X 0 0 0 BONNIE SILVA AT LARGE 2.00 X 0 0 0 CURTIS CUNNINGHAM PAST PRESIDENT 2.00 X 0 0 0 MARTHA ROHERTY EXECUTIVE DIRECTOR 35.00 X 358505 0 56835 CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR 35.00 X 248752 0 36882 DENIKKA PEARL BARNETT DEPUTY DIRECTOR OF OPERATIONS 35.00 X 192460 0 39522 DAMON TERZAGHI SR DIR OF LTSS POLICY (THRU 12/22) 35.00 X 139688 0 41505 KRISTIN MURPHY SENIOR DIRECTOR (THRU 5/22) 35.00 X 135212 0 22564 NANETTE RELAVE SENIOR DIR OF I&R SUPPORT CENTER 35.00 X 129335 0 38484 APRIL YOUNG SENIOR DIR OF BUSINESS ACUMEN 35.00 X 107336 0 18695 RIINA LUBJA DIRECTOR OF FINANCE 35.00 X 109427 0 34510 1420715 0 288997 8 0 1 0 MARRIOTT WATERFRONT 700 ALICEANNA ST BALTIMORE MD 21202 EVENT VENUE 333513 FOUR MOON PRODUCTIONS 90 CORPORATE DRIVE SUITE 110 HENDERSON NV 89074 EVENT MANAGEMENT, EQUIPMENT, & SUPPORT 156009 2 1255029 1255029 CONF & REGISTRATION 900099 2113375 2113375 MEMBERSHIP DUES 900099 1585991 1585991 CONSULTING INCOME 900099 1286950 1286950 4986316 4468 4468 642991 654907 -11916 -11916 -11916 MISCELLANEOUS INCOME 900099 34613 34613 34613 6268510 4986316 0 27165 X 940844 820209 120635 1331468 1166307 165161 405023 343506 61517 63509 27450 36059 158889 158889 78000 78000 5020 5020 989501 982409 7092 164905 129980 34925 152354 114014 38340 132528 94631 37897 744839 725939 18900 79959 60127 19832 10331 9197 1134 SUBSCRIPTIONS & DUES 101236 86533 14703 WRITE OFF 43345 27083 16262 BANK FEES 31535 28061 3474 MISCELLANEOUS 28314 23717 4597 10510 1024 9486 5472110 4718187 753923 0 986474 2429897 187631 279085 0 308104 1445248 127153 195048 736372 235673 549163 500699 0 970006 92000 0 3785402 4285106 379526 463593 671726 1251176 865540 0 698235 642038 2615027 2356807 X 1170375 1928299 1170375 1928299 3785402 4285106 796400 -38476 0 X X 0 1 X 1 0 X 1894261 1514122 1779692 1582189 2841020 9611284 1894261 1514122 1779692 1582189 2841020 9611284 9611284 70 152 54 196 4468 4940 105 18901 856 34613 54475 9670699 14582404 0.99390 0.99730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 105. 2019 AMOUNT: $ 18,901. 2020 AMOUNT: $ 856. 2021 AMOUNT: $ 34,613. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 458099 120347 337752 278273 115326 162947 500699 DEFERRED RENT LIABILITY 642038 642038 6225014 -38476 -38476 6263490 5020 5020 6268510 5467090 0 5467090 5020 5020 5472110 X 1 1 X 0 0 0 1 0 0 0 0 0 MARTHA ROHERTY EXECUTIVE DIRECTOR 358505 0 0 0 0 0 25291 0 33288 0 417084 0 0 0 CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR 248752 0 0 0 0 0 17030 0 21596 0 287378 0 0 0 DENIKKA PEARL BARNETT DEPUTY DIRECTOR OF OPERATIONS 192460 0 0 0 0 0 14058 0 29864 0 236382 0 0 0 DAMON TERZAGHI SR DIR OF LTSS POLICY (THRU 12/22) 139688 0 0 0 0 0 10577 0 37391 0 187656 0 0 0 NANETTE RELAVE SENIOR DIR OF I&R SUPPORT CENTER 129335 0 0 0 0 0 9362 0 30432 0 169129 0 0 0 KRISTIN MURPHY SENIOR DIRECTOR (THRU 5/22) 135212 0 0 0 0 0 9613 0 13994 0 158819 0 0 0 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. 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 DEPUTY 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 DEPUTY 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 982,409. MANAGEMENT AND GENERAL EXPENSES 7,092. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 989,501. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.