STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ADVOCATES INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES INC (EIN 23-7451423)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202631359349304553
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-15T09:49:50-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREET 17TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237451423EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVOBusinessNameControlTxt
Phone5086286300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH NEALPersonNm
Person TitleCFOPersonTitleTxt
Phone5086286300PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA L BOOTHPreparerPersonNm
PTINP01342395PTIN
Phone6178075000PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANE GOULDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$235,728,906GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ADVOCATES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionWE PARTNER WITH INDIVIDUALS, FAMILIES AND COMMUNITIES TO SHAPE CREATIVE SOLUTIONS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee2910TotalEmployeeCnt
Total Volunteers90TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,021,530PYContributionsGrantsAmt
CY Contributions Grants$6,007,489CYContributionsGrantsAmt
PY Program Service Revenue$148,393,225PYProgramServiceRevenueAmt
CY Program Service Revenue$223,975,602CYProgramServiceRevenueAmt
PY Investment Income$373,544PYInvestmentIncomeAmt
CY Investment Income$1,572,763CYInvestmentIncomeAmt
PY Other Revenue$5,584,199PYOtherRevenueAmt
CY Other Revenue$4,067,124CYOtherRevenueAmt
PY Total Revenue$160,372,498PYTotalRevenueAmt
CY Total Revenue$235,622,978CYTotalRevenueAmt
PY Grants And Similar Paid$19,748PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,864CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$118,288,997PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$164,546,915CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$445,849CYTotalFundraisingExpenseAmt
PY Other Expenses$44,205,650PYOtherExpensesAmt
CY Other Expenses$62,052,304CYOtherExpensesAmt
PY Total Expenses$162,514,395PYTotalExpensesAmt
CY Total Expenses$226,618,083CYTotalExpensesAmt
PY Revenues Less Expenses-$2,141,897PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,004,895CYRevenuesLessExpensesAmt
Total Assets BOY$81,983,686TotalAssetsBOYAmt
Total Assets EOY$123,832,943TotalAssetsEOYAmt
Total Liabilities BOY$40,400,274TotalLiabilitiesBOYAmt
Total Liabilities EOY$55,546,077TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$41,583,412NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$68,286,866NetAssetsOrFundBalancesEOYAmt
MissionWE PARTNER WITH INDIVIDUALS, FAMILIES AND COMMUNITIES TO SHAPE CREATIVE SOLUTIONS TO EVEN THE GREATEST LIFE CHALLENGES. FIRST WE LISTEN. THEN, TOGETHER, WE DO WHAT IT TAKES TO HELP PEOPLE THRIVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$85,934,100ExpenseAmt
Revenue$73,416,419RevenueAmt
DescBEHAVIORAL HEALTH - OPERATED RESIDENTIAL AND OUTREACH PROGRAMS THAT HELPED PEOPLE WITH PSYCHIATRIC ILLNESS, SUBSTANCE ABUSE AND OTHER CHALLENGES IN LIVING. DURING THE YEAR THE AGENCY DELIVERED SERVICES TO APPROXIMATELY 50,075 INDIVIDUALS THROUGH 75 DIFFERENT PROGRAM LOCATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$92,037,699ExpenseAmt
Revenue$124,841,282RevenueAmt
DescDEVELOPMENTAL DISABILITIES - OPERATED RESIDENTIAL AND DAY PROGRAMS THAT HELPED PEOPLE WITH DEVELOPMENTAL DISABILITIES OR OTHER CHALLENGES IN LIVING. DURING THE YEAR THE AGENCY DELIVERED SERVICES AND SUPPORT TO APPROXIMATELY 1735 INDIVIDUALS THROUGH 109 DIFFERENT PROGRAM LOCATIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$22,813,320ExpenseAmt
Grant$18,864GrantAmt
Revenue$25,717,901RevenueAmt
DescADULT FAMILY CARE - PROVIDES SUPPORT AND OVERSIGHT FOR INDIVIDUALS PROVIDING CARE TO FAMILY MEMBERS WITH DISABILITIES OR WHO ARE ELDERLY. THE PROGRAM PROVIDED SUPPORT TO APPROXIMATELY 9,752 INDIVIDUALS AND FAMILIES THROUGH 11 PROGRAM LOCATIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$200,785,119TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document244IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2910EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEITH NEAL CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086286300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL SHERIDAN
TREASURER/ DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE HUBBARD
CLERK/ DIRECTOR1.00Yes (X)$0$0$0
JESSICA KEMP
CHAIR/DIRECTOR1.00Yes (X)$0$0$0
DENNIS MILLNER-HANLEY
ASSISTANT CLERK/ DIRECTOR1.00Yes (X)$0$0$0
KAY H HODGE ESQ
DIRECTOR1.00Yes (X)$0$0$0
KEVIN GOULD
DIRECTOR1.00Yes (X)$0$0$0
ALEXANDER FIDALGO
DIRECTOR1.00Yes (X)$0$0$0
CHARLENE JACOBS
DIRECTOR1.00Yes (X)$0$0$0
JAYA PANDEY
DIRECTOR1.00Yes (X)$0$0$0
MARK O'REILLY
DIRECTOR1.00Yes (X)$0$0$0
DARREN TONG
DIRECTOR1.00Yes (X)$0$0$0
RICHARD MARK ROVNER
DIRECTOR1.00Yes (X)$0$0$0
EDDIE FRAZIER
DIRECTOR1.00Yes (X)$0$0$0
CHARLENE MCENTEE
DIRECTOR1.00Yes (X)$0$0$0
GARY BUBLY
DIRECTOR1.00Yes (X)$0$0$0
MARTY COHEN
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL QUINK
DIRECTOR (UNTIL 5/25)1.00Yes (X)$0$0$0
DANIEL M WEIR
DIRECTOR (UNTIL 5/25)1.00Yes (X)$0$0$0
DIANE GOULD
PRESIDENT/CEO40.00$357,178$0$18,178Yes (X)
MARK VIRON
CMO40.00$329,822$0$17,477Yes (X)
KEITH NEAL
CFO40.00$327,445$0$38,520Yes (X)
JEFFREY KEILSON
SVP40.00$260,245$0$35,238Yes (X)
REGINA MARSHALL
EVP & COO40.00$309,755$0$38,238Yes (X)
JANINE TAYLOR
SVP & CHRO40.00$227,555$0$45,520Yes (X)
ROBERT KARR
PSYCHIATRIST40.00$232,852$0$23,935Yes (X)
ROBERT JOHNSTON
PSYCHIATRIST40.00$292,153$0$5,665Yes (X)
KAREN WILLIAMS
SVP40.00$209,183$0$19,006Yes (X)
MELISSA LEWIS
SVP40.00$103,766$0$8,079Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,649,954TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$249,856TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K175IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
URBAN SF INC
135 COPPERWOOD DRSTOUGHTONMA02702STAFFING SERVICES$965,231
WAYSIDE YOUTH & FAMILY SUPPORT NETWORK
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701CLIENT SUPPORT SERVICES$881,972
RSM US LLP
4650 EAST 53RD STDAVENPORTIA52807TECHNOLOGY SERVICES$314,892
CBIZ ADVISORS LLC
53 STATE ST 17TH FLOORBOSTONMA02109AUDIT SERVICES$271,304
DIVINE COMMUNITY RESOURCES INC
300 WEST MAIN ST BLDG C SUITE 2NORTHBOROUGHMA01532STAFFING SERVICES$268,905
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Fundraising$266,229FundraisingAmt
Government Grants$4,725,966GovernmentGrantsAmt
All Other Contributions$1,015,294AllOtherContributionsAmt
Noncash Contributions$5,675NoncashContributionsAmt
Total Contributions$6,007,489TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUE900099$153,263,770$153,263,770
THIRD PARTY BILLINGS900099$64,476,329$64,476,329
RENTAL INC./SVC. FEES900099$6,235,503$6,235,503
FieldValueIRS element (for citing)
Total Program Service Revenue$223,975,602TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$624,851TotalRevenueColumnAmt
Exclusion$624,851ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$947,912OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$947,912OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$947,912TotalRevenueColumnAmt
Exclusion$947,912ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$266,229ContriRptFundraisingEventAmt
Fundraising Direct Expenses$105,928FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$105,928TotalRevenueColumnAmt
Exclusion-$105,928ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MISCELLANEOUS INCOME900099$3,317,393$3,317,393
MANAGEMENT FEE REVENUE900099$855,659$855,659
FieldValueIRS element (for citing)
Other Revenue Total$4,173,052OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$235,622,978TotalRevenueColumnAmt
Related Or Exempt Func Income$223,975,602RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,639,887ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$18,864TotalAmt
Program Services$18,864ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,419,217TotalAmt
Management And General$1,419,217ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$136,396,943TotalAmt
Program Services$123,313,217ProgramServicesAmt
Management And General$12,794,316ManagementAndGeneralAmt
Fundraising$289,410FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,135,420TotalAmt
Program Services$1,007,655ProgramServicesAmt
Management And General$127,765ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,983,824TotalAmt
Program Services$12,350,344ProgramServicesAmt
Management And General$2,601,800ManagementAndGeneralAmt
Fundraising$31,680FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,611,511TotalAmt
Program Services$10,256,910ProgramServicesAmt
Management And General$330,215ManagementAndGeneralAmt
Fundraising$24,386FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$278,939TotalAmt
Program Services$41,201ProgramServicesAmt
Management And General$237,738ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$198,000TotalAmt
Program Services-$4,622ProgramServicesAmt
Management And General$202,622ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,544,894TotalAmt
Program Services$3,317,941ProgramServicesAmt
Management And General$1,226,953ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$368,271TotalAmt
Program Services$169,173ProgramServicesAmt
Management And General$199,098ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,779,058TotalAmt
Program Services$1,880,017ProgramServicesAmt
Management And General$889,847ManagementAndGeneralAmt
Fundraising$9,194FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,281,384TotalAmt
Program Services$4,124,096ProgramServicesAmt
Management And General$2,157,288ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,336,200TotalAmt
Program Services$10,924,359ProgramServicesAmt
Management And General$406,133ManagementAndGeneralAmt
Fundraising$5,708FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,408,817TotalAmt
Program Services$1,348,908ProgramServicesAmt
Management And General$59,909ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$55,547TotalAmt
Program Services$55,547ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$155,569TotalAmt
Program Services$137,140ProgramServicesAmt
Management And General$18,429ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,108,406TotalAmt
Program Services$2,982,022ProgramServicesAmt
Management And General$126,384ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,166,125TotalAmt
Program Services$1,925,056ProgramServicesAmt
Management And General$241,069ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STIPENDS$15,726,021$15,726,021
MEALS$2,270,585$2,173,560$97,025
SUPPLIES$1,906,909$1,902,523$4,386
VEHICLE EXPENSES$1,374,890$1,364,597$10,293

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,092,689TotalAmt
Program Services$5,770,590ProgramServicesAmt
Management And General$2,241,014ManagementAndGeneralAmt
Fundraising$81,085FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$226,618,083TotalAmt
Program Services$200,785,119ProgramServicesAmt
Management And General$25,387,115ManagementAndGeneralAmt
Fundraising$445,849FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,077,964BOYAmt
EOY$1,181,627EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,638,976BOYAmt
EOY$28,015,841EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,983,631BOYAmt
EOY$30,939,750EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,964,940BOYAmt
EOY$1,620,894EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$75,301,728LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$36,270,381LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,275,132BOYAmt
EOY$39,031,347EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,084,519BOYAmt
EOY$9,927,329EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,958,524BOYAmt
EOY$13,116,155EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$81,983,686BOYAmt
EOY$123,832,943EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,662,042BOYAmt
EOY$23,392,056EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,449,048BOYAmt
EOY$3,571,791EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,363,425BOYAmt
EOY$10,774,907EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,080,948BOYAmt
EOY$1,227,711EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,819,920BOYAmt
EOY$4,596,714EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,024,891BOYAmt
EOY$11,982,898EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,400,274BOYAmt
EOY$55,546,077EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,293,005BOYAmt
EOY$66,962,060EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,290,407BOYAmt
EOY$1,324,806EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,583,412BOYAmt
EOY$68,286,866EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,983,686BOYAmt
EOY$123,832,943EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$9,004,895ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$744,009NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$16,954,550OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,508,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,786,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,871,530CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,021,530CurrentTaxYearMinus1YearAmt
Current Tax Year$6,007,489CurrentTaxYearAmt
Total$29,195,758TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,508,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,786,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,871,530CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,021,530CurrentTaxYearMinus1YearAmt
Current Tax Year$6,007,489CurrentTaxYearAmt
Total$29,195,758TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,973,230SubstantialContributorsTotAmt
Public Support Total170$27,222,528PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,917CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,732CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$196,124CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$339,755CurrentTaxYearMinus1YearAmt
Current Tax Year$624,851CurrentTaxYearAmt
Total$1,176,379TotalAmt
FieldValueIRS element (for citing)
Total Support$30,372,137TotalSupportAmt
Gross Receipts Rltd Activities$754,161,073GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89630PublicSupportCY170Pct
Public Support PY1700.91250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,034,928OtherCostOrOtherBasisAmt
Book Value$8,034,928BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,977,151OtherCostOrOtherBasisAmt
Depreciation$13,730,030DepreciationAmt
Book Value$13,247,121BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,302,583OtherCostOrOtherBasisAmt
Depreciation$14,977,582DepreciationAmt
Book Value$12,325,001BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,448,504OtherCostOrOtherBasisAmt
Depreciation$1,111,059DepreciationAmt
Book Value$1,337,445BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,538,562OtherCostOrOtherBasisAmt
Depreciation$6,451,710DepreciationAmt
Book Value$4,086,852BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$39,031,347TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DEPOSITS$1,096,892
DUE FROM AFFILIATES$472,762
RIGHT-OF-USE ASSETS - OPERATING LEASE$11,546,501
FieldValueIRS element (for citing)
Total Book Value Other Assets$13,116,155TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE OBLIGATIONDesc
Amt$11,982,898Amt
FieldValueIRS element (for citing)
Total Liability$11,982,898TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$236,522,915TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$744,009NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$50,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$794,009RevenueNotReportedAmt
Revenue Subtotal$235,728,906RevenueSubtotalAmt
Other Revenues Not Included-$105,928OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$105,928RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$235,622,978TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$226,774,011TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$50,000DonatedServicesUseFcltsAmt
Other Expenses Included$105,928OtherExpensesIncludedAmt
Expenses Not Reported$155,928ExpensesNotReportedAmt
Expenses Subtotal$226,618,083ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$226,618,083TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:ADVOCATES ACTS AS REP PAYEE, HOLDING SOCIAL SECURITY PAYMENTS FOR AND ON BEHALF OF CERTAIN CLIENTS. ADVOCATES DISTRIBUTES THESE FUNDS AS NEEDED TO PAY CLIENT LIVING EXPENSES.
PART X, LINE 2:THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. ADVOCATES, INC. AND AFFILIATES HAVE IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO INCOME BEING RELATED OR UNRELATED AS THEIR ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES -105,928.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 105,928.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$266,229GrossReceiptsEvent1Amt
Charitable Contri Event1$266,229CharitableContriEvent1Amt
Rent Facility Costs Event1$15,408RentFacilityCostsEvent1Amt
Food And Beverage Event1$75,394FoodAndBeverageEvent1Amt
Entertainment Event1$1,575EntertainmentEvent1Amt
Other Direct Expenses Event1$13,551OtherDirectExpensesEvent1Amt
Gross Receipts Total$266,229GrossReceiptsTotalAmt
Charitable Contributions Tot$266,229CharitableContributionsTotAmt
Rent Fclty Costs Total Events$15,408RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$75,394FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,575EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,551OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$105,928DirectExpenseSummaryEventsAmt
Net Income Summary-$105,928NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGRANTS TO FAMILIES OF INDIVIDUALS WITH DISABILITIES.GrantTypeTxt
Recipient39RecipientCnt
Cash Grant$18,864CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSMALL GRANTS ARE MADE TO FAMILIES TO MEET SPECIFIC NEEDS OF A DISABLED FAMILY MEMBER. GRANTS ARE ONE-TIME PAYMENTS, AND ELIGILIBILITY IS DETERMINED AS PART OF THE APPLICATION AND APPROVAL PROCESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DIANE GOULD
PRESIDENT/CEO$326,484$0$28,309$0$2,385$0$11,601$0$6,577$0$375,356$0$0$0
KEITH NEAL
CFO$291,425$0$35,386$0$634$0$10,269$0$28,251$0$365,965$0$0$0
REGINA MARSHALL
EVP & COO$281,019$0$28,309$0$427$0$6,274$0$31,964$0$347,993$0$0$0
MARK VIRON
CMO$329,351$0$0$0$471$0$12,257$0$5,220$0$347,299$0$0$0
ROBERT JOHNSTON
PSYCHIATRIST$291,736$0$0$0$417$0$0$0$5,665$0$297,818$0$0$0
JEFFREY KEILSON
SVP$258,411$0$0$0$1,834$0$30,420$0$4,818$0$295,483$0$0$0
JANINE TAYLOR
SVP & CHRO$227,243$0$0$0$312$0$11,086$0$34,434$0$273,075$0$0$0
ROBERT KARR
PSYCHIATRIST$230,991$0$0$0$1,861$0$11,700$0$12,235$0$256,787$0$0$0
KAREN WILLIAMS
SVP$207,987$0$0$0$1,196$0$19,006$0$0$0$228,189$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationA DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2024 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II).ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS DEVELOPMENT FINANCE AGENCYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2022-10-29BondIssuedDt
Issue Price$10,521,000IssuePriceAmt
PurposePURCHASE, CONSTUCTION, REFINANCINGPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$10,521,000TotalProceedsAmt
Issuance Costs From Proceeds$176,808IssuanceCostsFromProceedsAmt
Capital Expenditures$1,824,491CapitalExpendituresAmt
Other Spent Proceeds$8,696,509OtherSpentProceedsAmt
Substantial Completion2023SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BADVOCATES DISTRIBUTES A DRAFT COPY OF THE FORM 990 TO THE FINANCE COMMITTEE OF ITS BOARD OF DIRECTORS. A MEETING IS THEN HELD WITH THE FINANCE COMMITTEE, AND THE RETURN IS REVIEWED AND DISCUSSED. ONCE THAT REVIEW IS COMPLETE ANY NECESSARY UPDATES TO THE RETURN ARE MADE, A COPY IS SENT TO ALL MEMBERS OF THE BOARD AND THE RETURN IS SUBSEQUENTLY FILED.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD DISCLOSURE STATEMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS EACH YEAR. DURING THE INTERIM, ANY POTENTIAL CONFLICTS ARE IDENTIFIED BY THE PARTY INVOLVED, OR ANY OTHER PARTIES THAT BECOME AWARE OF THE POTENTIAL CONFLICT. THE POTENTIAL CONFLICT WOULD BE DESCRIBED TO THE BOARD OR THE APPROPRIATE BOARD COMMITTEE. THE UNINVOLVED MEMBERS WOULD ASSESS THE TRANSACTION AND AUTHORIZE OR REJECT THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15THE AGENCY HAS A COMPENSATION COMMITTEE OF ITS BOARD, MADE UP OF INDEPENDENT DIRECTORS. THE COMMITTEE RECEIVES A COMPENSATION STUDY THAT DETAILS COMPENSATION PRACTICES AND AMOUNTS FOR COMPARABLE ORGINIZATIONS AND POSITIONS. THE COMMITTEE DISCUSSES THE INFORMATION, AND ESTABLISHES THE COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, IN ACCORDANCE WITH THE PRACTICES AND PRINCIPLES ADOPTED BY THE ORGANIZATION AND APPROVED BY THE COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS ARE A MATTER OF PUBLIC RECORD, AVAILABLE THROUGH FILINGS WITH THE OPERATIONAL SERVICES DIVISION OF THE COMMONWEALTH OF MASSACHUSETTS. THIS INFORMATION IS AVAILABLE THROUGH THE OSD WEBSITE. IN ADDITION, THE ORGANIZATION POSTS FINANCIAL INFORMATION ON ITS WEB SITE. COPIES OF THE AGENCY BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S MAIN OFFICE.
FORM 990, PART XI, LINE 9:TRANSFER OF NET ASSETS (HMEA & FCP) 16,954,550.
FORM 990, PART VI, SECTION B, LINE 14:THE ORGANIZATION HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY IN FORCE. THIS POLICY, HOWEVER, HAS NOT BEEN ADOPTED BY THE BOARD. IT WAS ADOPTED BY MANAGEMENT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ADVOCATES PROPERTIES INC
1881 WORCESTER ROADFRAMINGHAMMA01701222473987PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ADVOCATES CO-OPS CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043541791PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
GREAT ROAD PROPERTIES
1881 WORCESTER ROADFRAMINGHAMMA01701043269615PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ADVOCATES NATICK VILLAGE CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043418316PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ADVOCATESALLIANCE VERNON ST CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701331132409PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ALTERNATIVE HOME INC
1881 WORCESTER ROADFRAMINGHAMMA01701042572143PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
1881 WORCESTER ROADFRAMINGHAMMA01701043185166PROVIDES BEHAVIORAL HEALTH SERVICES.MA501(C)(4)ADVOCATES INCYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BHMS INVESTMENT CORPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
EIN043232477EIN
Primary ActivitiesPROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BEHAVIORAL HEALTH MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
D$65,331
ALTERNATIVE HOME INC
D$104,233
ADVOCATES NATICK VILLAGE CORPORATION
D$52,207
ADVOCATES CO-OP CORPORATION
Q$57,600
ALTERNATIVE HOME INC
Q$100,520
GREAT ROAD PROPERTIES INC
D$235,521
ADVOCATES ALLIANCE VERNON ST CORPORATION
Q$108,098