2026-03-23T06:19:15-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 396095459 ADvancing States Inc ADVA 2028982578 241 18th Street S Ste 403 Arlington VA 222023414 Martha Roherty Executive Director 2028982578 2026-03-20 1 1 Amanda E Waterhouse P02014004 7038930300 2026-03-19 2024 2025-03-06 01:10:19Z Martha Roherty 241 18th Street S Ste 403 Arlington VA 222023414 13308927 0 X https://www.advancingstates.org/ X 1965 WI To improve systems and supports for older adults, people with disabilities, or their caregivers. 9 9 33 9 0 0 987067 1183514 7863499 10972165 60876 96567 4784 25189 8916226 12277435 0 0 0 0 3642679 4310156 0 0 0 6525615 6208091 10168294 10518247 -1252068 1759188 5607580 7627994 5278253 5523394 329327 2104600 X 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 0 0 3781919 5226271 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. 2346456 3144698 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. 1529779 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. 1418136 2626385 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. 1418136 2626385 9076290 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 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 20 0 1 33 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 Lindsay Clark Vault Consulting 2409939206 8401 Greensboro Drive 500 McLean VA 22102 Bea Rector President 4.00 X X 0 0 0 Ursel McElroy Vice President 4.00 X X 0 0 0 Bonnie Silva Secretary 2.00 X X 0 0 0 Susan DeMarois Treasurer 2.00 X X 0 0 0 Nels Holmgren Immediate Past President 2.00 X 0 0 0 Jakenna Lebsock At-Large 2.00 X 0 0 0 Victoria Elridge At-Large 2.00 X 0 0 0 David Ward At-Large 2.00 X 0 0 0 Jason Kavulich At-Large 2.00 X 0 0 0 Martha Roherty Executive Director 35.00 X 401437 0 53009 Camille Dobson Deputy Executive Director 35.00 X 312362 0 44400 April Young Sr. Director of Strategic Initiatives 35.00 X 133056 0 16018 Abby Cox Sr. Director of Aging Policy 35.00 X 166440 0 25045 Pearl Barnett Deputy Director of State Services 35.00 X 155559 0 27008 Kathy Greenlee Sr. Director of Elder Justice 30.00 X 186463 0 44910 Nanette Relave Sr. Director of I&R Support Center 31.50 X 151505 0 58156 Rachel Neely Director of Medicaid Policy 35.00 X 126314 0 24500 Gabriel Passos Director of Executive Relations 35.00 X 116717 0 17442 Holly Riley Director of Aging Services 35.00 X 100261 0 22477 1850114 0 332965 16 0 1 0 HCBS Strategies Incorporated 222 Ridgewood Road Baltimore MD 21210 Program Support Services 1258179 Altarum Institute PO Box 633579 Cincinnati OH 45263 Tech & Infrastructure Development 780000 Human Services Research Institute 2336 Massachussetts Ave Cambridge MA 02140 Tech & Data Tool Development 434870 National Assoc of State Directors of De PO Box 26128 Alexandria VA 22313 Program Support Services 178771 Vault Consulting LLC 8401 Greensboro Dr Suite 500 Mclean VA 22102 Accounting Services 137460 6 1183514 1183514 Membership dues 900099 5201082 5201082 Meeting registrations and sponsor 900099 3144698 1309198 1835500 Contract revenue 900099 2626385 2626385 10972165 32067 32067 1095992 1031492 64500 64500 64500 Miscellaneous income 900099 25189 25189 25189 12277435 9161854 0 1932067 X 1021563 846491 175072 2498353 2138333 360020 165130 136831 28299 383073 317424 65649 242037 200557 41480 68945 68945 223112 223112 72000 69042 2958 14880 14880 2795539 2789772 5767 320900 155059 165841 151282 85053 66229 408984 389011 19973 1606331 1527892 78439 5982 1752 4230 97100 56276 40824 28449 15992 12457 Subscriptions and dues 269622 158614 111008 Staff training 121143 115227 5916 Bad debt expense 10102 10102 Taxes 6383 1870 4513 7337 2149 5188 10518247 9076290 1441957 0 1547973 3842516 109110 124595 1109998 901001 315833 304543 799169 507654 372049 291515 1230858 1312995 921759 850829 5607580 7627994 1840267 1209761 1983360 3005828 1454626 1307805 5278253 5523394 X 329327 2104600 329327 2104600 5607580 7627994 1759188 16085 0 X 0 1 X 1 1 1 X 1582189 2841020 3483433 987067 1183514 10077223 1582189 2841020 3483433 987067 1183514 10077223 10077223 196 4468 27592 28840 32067 93163 856 34613 42935 78404 10248790 29227632 0.98330 0.98540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 72000 0 0 72000 0 Part II-B, Line 1: 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. 458099 235056 223043 341070 272598 68472 291515 Operating lease, right-of-use assets, net 850829 850829 Operating lease liabilities 1307805 1307805 X 12278640 16085 16085 12262555 14880 14880 12277435 10503367 0 10503367 14880 14880 10518247 Part X, Line 2: Management has evaluated ADvancing States' tax positions and concluded that ADvancing States' financial statements do not include any uncertain tax positions. X 1 1 X 0 0 0 0 0 0 0 0 0 Martha Roherty Executive Director 392636 0 0 0 8801 0 30500 0 22509 0 454446 0 0 0 Camille Dobson Deputy Executive Director 302397 0 0 0 9965 0 30500 0 13900 0 356762 0 0 0 Kathy Greenlee Sr. Director of Elder Justice 184463 0 2000 0 0 0 30500 0 14410 0 231373 0 0 0 Nanette Relave Sr. Director of I&R Support Center 151505 0 0 0 0 0 25650 0 32506 0 209661 0 0 0 Abby Cox Sr. Director of Aging Policy 166440 0 0 0 0 0 20839 0 4206 0 191485 0 0 0 Pearl Barnett Deputy Director of State Services 152559 0 3000 0 0 0 8089 0 18919 0 182567 0 0 0 Rachel Neely Director of Medicaid Policy 121314 0 5000 0 0 0 12340 0 12160 0 150814 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. 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 Contractors: Program service expenses 2,767,910. Management and general expenses 4,830. Fundraising expenses 0. Total expenses 2,772,740. Recruitment: Program service expenses 21,862. Management and general expenses 937. Fundraising expenses 0. Total expenses 22,799.