Civic Intelligence

Advancing States Inc.

990 • Fiscal year 2015 • EIN 39-6095459

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

1201 15th Street NW No 350Washington, DC 20005

(202) 898-2578

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.78x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.26x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

28th percentile

-4.6%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$221,795

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

16th percentile

-7.8%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

3.9%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,108,166

Down $93,429 (-7.8%) from 2014

Net Assets

Down

$239,390

Down $152,095 (-39%) from 2014

Liabilities

Up

$868,776

Up $58,666 (+7.2%) from 2014

Revenue

Up

$3,313,385

Up $123,847 (+3.9%) from 2014

Expenses

Up

$3,465,480

Up $292,095 (+9.2%) from 2014

Net Income

Down

-$152,095

Down $168,248 (-1042%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $1,620,794Liabilities 2011: $546,644Net Assets 2011: $1,074,1502011Assets 2012: $1,264,570Liabilities 2012: $623,992Net Assets 2012: $640,5782012Assets 2013: $901,310Liabilities 2013: $525,978Net Assets 2013: $375,3322013Assets 2014: $1,201,595Liabilities 2014: $810,110Net Assets 2014: $391,4852014Assets 2015: $1,108,166Liabilities 2015: $868,776Net Assets 2015: $239,3902015Assets 2016: $1,327,379Liabilities 2016: $1,346,661Net Assets 2016: -$19,2822016Assets 2017: $1,716,800Liabilities 2017: $1,504,537Net Assets 2017: $212,2632017Assets 2018: $2,237,587Liabilities 2018: $1,717,596Net Assets 2018: $519,9912018Assets 2019: $2,785,079Liabilities 2019: $2,241,725Net Assets 2019: $543,3542019Assets 2020: $2,853,921Liabilities 2020: $2,009,299Net Assets 2020: $844,6222020Assets 2021: $3,785,402Liabilities 2021: $2,615,027Net Assets 2021: $1,170,3752021Assets 2022: $4,285,106Liabilities 2022: $2,356,807Net Assets 2022: $1,928,2992022Assets 2023: $6,245,045Liabilities 2023: $4,720,612Net Assets 2023: $1,524,4332023Assets 2024: $5,607,580Liabilities 2024: $5,278,253Net Assets 2024: $329,3272024Assets 2025: $7,627,994Liabilities 2025: $5,523,394Net Assets 2025: $2,104,6002025

Highlighted filing

2015

Assets$1,108,166
Liabilities$868,776
Net Assets$239,390

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,399,886Expenses 2011: $2,397,869Net Income 2011: $2,0172011Expenses 2012: $2,674,0162012Revenue 2013: $2,334,762Expenses 2013: $2,600,008Net Income 2013: -$265,2462013Revenue 2014: $3,189,538Expenses 2014: $3,173,385Net Income 2014: $16,1532014Revenue 2015: $3,313,385Expenses 2015: $3,465,480Net Income 2015: -$152,0952015Revenue 2016: $4,101,760Expenses 2016: $4,236,924Net Income 2016: -$135,1642016Revenue 2017: $4,484,710Expenses 2017: $4,253,165Net Income 2017: $231,5452017Revenue 2018: $4,479,576Expenses 2018: $4,171,848Net Income 2018: $307,7282018Revenue 2019: $4,448,144Expenses 2019: $4,424,781Net Income 2019: $23,3632019Revenue 2020: $4,772,131Expenses 2020: $4,470,863Net Income 2020: $301,2682020Revenue 2021: $4,077,038Expenses 2021: $3,751,285Net Income 2021: $325,7532021Revenue 2022: $6,268,510Expenses 2022: $5,472,110Net Income 2022: $796,4002022Revenue 2023: $8,019,640Expenses 2023: $8,488,969Net Income 2023: -$469,3292023Revenue 2024: $8,916,226Expenses 2024: $10,168,294Net Income 2024: -$1,252,0682024Revenue 2025: $12,277,435Expenses 2025: $10,518,247Net Income 2025: $1,759,1882025

Highlighted filing

2015

Revenue$3,313,385
Expenses$3,465,480
Net Income-$152,095
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$3,313,385
Mission and Program Overview

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

To improve systems and supports for people who are older or have a disability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$631,336$482,164▼ $149,172
Land, Buildings, and Equipment, Net$234,355$325,507▲ $91,152
Pledges and Grants Receivable$197,669$180,473▼ $17,196
Accounts Receivable$36,725$88,518▲ $51,793
Prepaid Expenses and Deferred Charges$101,510$16,504▼ $85,006
Receivables From Officers Etc-$15,000-
Total Assets$1,201,595$1,108,166▼ $93,429
Liabilities
Deferred Revenue$600,662$524,741▼ $75,921
Accounts Payable and Accrued Expenses$153,583$297,108▲ $143,525
Other Liabilities$55,865$46,927▼ $8,938
Total Liabilities$810,110$868,776▲ $58,666
Net Assets / Fund Balance
Unrestricted Net Assets$391,485$239,390▼ $152,095
Total Net Assets Fund Balance$391,485$239,390▼ $152,095
Total Liabilities and Net Assets / Fund Balance$1,201,595$1,108,166▼ $93,429

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$213,861$183,558$397,419
Leasehold Improvements$111,646$81,516$193,162
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha RohertyExecutive DirectorFT$186,102$36,679$222,781
Deborah MerrillSenior Policy AdvisorFT$141,230$20,010$161,240
Eric RisteenCOO (until Jan 15)FT$122,072$9,747$131,819
Bryan ProctorCOO (from Jan 15)FT$8,038$1,146$9,184

Board Members and Trustees

NameTitle
Gloria LawlahImmediate Past President (as of Sept 14)
Lance RobertsonPast President
James BulotPresident (as of Sept 14)
Gary JesseeVice President (as of Sept 14)
Bill MossDirector
Bonnie Kantor-burmanDirector
Celesta HartgravesDirector
Donna HarveyDirector
Duane MayesDirector
Gino RinaldiDirector
Jean K WoodDirector
Lowell AryeDirector
Nels HolmgrenDirector
Melinda BertucciDirector (as of Dec 14)
Heather BabbittDirector (as of Jan 15)
Corinda CrossdaleDirector (as of Sept 14)
David RogersDirector (as of Sept 14)
Brian DukeDirector (sept 14 - Jan 15)
Ann HartsteinDirector (until Dec 14)
Wesley LumDirector (until Feb 15)
Susan WehryDirector (until June 15)
Krista HughesDirector (until Mar 15)
Melanie StarnsDirector (until Mar 15)
Charles RehbeinDirector (until Sept 14)
James RothrockSecretary (as of Sept 14)
Lora ConnollyTreasurer (as of Sept 14)

Highest Paid Contractors

ContractorServicesLocationCompensation
Human Services Research InstituteWebsite & Survey Development2336 MASSACHUSETTS AVENUE, Cambridge, MA 02140$117,138
Revenue and Support

Revenue Composition

Contributions and Grants
$906,262
Program Service Revenue
$2,404,624
Investment Income
$693
Other Revenue
$1,806
Change in Net Assets
$-152,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,855,976
Salaries, Compensation, and Employee Benefits$1,609,504
Total Fundraising Expense$83,171
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$780,817$127,499$22,336$930,652
Conferences and Meetings$589,619$96,279$16,866$702,764
Fees for Services Other$356,229$58,169$10,190$424,588
Current Officers, Directors, Trustees, and Key Employees$306,111$49,985$8,756$364,852
Other Employee Benefits$263,446$43,018$7,536$314,000
Office Expenses$214,540$35,032$6,137$255,709
Occupancy$162,422$26,522$4,646$193,590
Travel$128,505$20,984$3,676$153,165
Depreciation Depletion$59,300$9,683$1,696$70,679
Fees for Services Accounting$20,269$3,310$580$24,159
All Other Expenses$13,763$2,247$394$16,404
Insurance$9,936$1,622$284$11,842
Fees for Services Legal$2,581$421$74$3,076
Total Functional Expenses$2,907,538$474,771$83,171$3,465,480
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$15,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Incentive Liability$46,927
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

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, 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, or an individual designated by the director of the state agency on aging and/or disabilities.

Form 990, Part VI, Section A, Line 7A

Voting - each active member is entitled to one vote on each matter for consideration. The person designated by the state agency on aging and/or disabilities director to represent the agency 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 11

The form 990 is reviewed by the chief operating officer and then by the executive director prior to filing. The draft irs form 990 is provided to nasuad's board of directors prior to filing.

Form 990, Part VI, Section B, Line 15

An annual performance evaluation of each employee shall be conducted at the end of the calendar year. 1. The employee and the supervisor will review all evaluations jointly. Upon completion, the evaluation will become part of the employee's personnel file. All performance evaluations will be forwarded to the accounting dept. For inclusion in an employee's personnel file. 2. Evaluations of staff will be conducted utilizing standardized nasuad evaluation forms. The evaluation will include a discussion of goals and objectives of the employee for the next year. 3. Employees have the right to file, in writing, an acceptance or rejection of the annual evaluation and the document will be placed in the employee's personnel file. The employee must sign and respond to the evaluation within ten (10) days. 4. If the report is substandard, another appraisal should be given within ninety (90) days and again in ninety (90) days until the deficiency is resolved. 5. The executive committee, using an evaluation format developed by the executive committee based on the job description and performance in furthering association objectives, will conduct an evaluation of the executive director of nasuad.

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.

Filing and Contact Details

Filer

Filer Name
National Association of States United
EIN
39-6095459
Phone
2028982578
Address
1201 15TH STREET NW NO 350, WASHINGTON, DC 20005
Doing Business As
Nasuad

Signing Officer

Name
Martha Roherty
Title
Executive Director
Phone
2028982578
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Roherty
Formed
1965
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
17
Volunteers
25

Preparer

Firm
Tate & Tryon
Address
2021 L STREET NW 400, WASHINGTON, DC 20036
Preparer
Elizabeth Heller
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 356,229. Management and general expenses 58,169. Fundraising expenses 10,190. Total expenses 424,588.

FORM 990, PART XII, LINE 2:

The organization's audited financial statements for the year ended 6/30/2015 will be completed after this return is filed.

FORM 990, PART XII, LINE 2C:

The audit oversight process has remained unchanged from the prior year.

FORM 990, PART XII, LINE 3B:

The required audit will be completed after this return is filed.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2635693
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt279747
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt281146
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2917024
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES BULOT
IRS990/Form990PartVIISectionAGrp/PersonNm1GARY JESSEE
IRS990/Form990PartVIISectionAGrp/PersonNm2LORA CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES ROTHROCK
IRS990/Form990PartVIISectionAGrp/PersonNm4GLORIA LAWLAH
IRS990/Form990PartVIISectionAGrp/PersonNm5LANCE ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm6LOWELL ARYE
IRS990/Form990PartVIISectionAGrp/PersonNm7HEATHER BABBITT
IRS990/Form990PartVIISectionAGrp/PersonNm8MELINDA BERTUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm9BONNIE KANTOR-BURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10CORINDA CROSSDALE
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN DUKE
IRS990/Form990PartVIISectionAGrp/PersonNm12CELESTA HARTGRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm13ANN HARTSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm14DONNA HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm15NELS HOLMGREN
IRS990/Form990PartVIISectionAGrp/PersonNm16KRISTA HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm17WESLEY LUM
IRS990/Form990PartVIISectionAGrp/PersonNm18DUANE MAYES
IRS990/Form990PartVIISectionAGrp/PersonNm19BILL MOSS
IRS990/Form990PartVIISectionAGrp/PersonNm20CHARLES REHBEIN
IRS990/Form990PartVIISectionAGrp/PersonNm21GINO RINALDI
IRS990/Form990PartVIISectionAGrp/PersonNm22DAVID ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm23MELANIE STARNS
IRS990/Form990PartVIISectionAGrp/PersonNm24SUSAN WEHRY
IRS990/Form990PartVIISectionAGrp/PersonNm25JEAN K WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm26MARTHA ROHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm27ERIC RISTEEN
IRS990/Form990PartVIISectionAGrp/PersonNm28BRYAN PROCTOR
IRS990/Form990PartVIISectionAGrp/PersonNm29DEBORAH MERRILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26186102
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27122072
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt288038
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29143230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT (AS OF SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT (AS OF SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER (AS OF SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY (AS OF SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT (AS OF SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (AS OF JAN 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (AS OF DEC 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (AS OF SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (SEPT 14 - JAN 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (UNTIL DEC 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (UNTIL MAR 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (UNTIL FEB 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR (UNTIL SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR (AS OF SEPT 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR (UNTIL MAR 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR (UNTIL JUNE 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27COO (UNTIL JAN 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt28COO (FROM JAN 15)
IRS990/Form990PartVIISectionAGrp/TitleTxt29SENIOR POLICY ADVISOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0906262
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03313385
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0284
IRS990/InsuranceGrp/ManagementAndGeneralAmt01622
IRS990/InsuranceGrp/ProgramServicesAmt09936
IRS990/InsuranceGrp/TotalAmt011842
IRS990/InvestmentIncomeGrp/ExclusionAmt0693
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0693
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0265074
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0234355
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0325507
IRS990/LandBldgEquipCostOrOtherBssAmt0590581
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FACILITATING THE EXCHANGE OF INFORMATION AMONG STATE AGING AND DISABILITY AGENCIES; PROVIDING EDUCATIONAL OPPORTUNITIES FOR STATE POLICYMAKERS; PROMOTING PUBLIC POLICIES THAT SUSTAIN LONG TERM SERVICES AND SUPPORTS; COLLABORATING WITH LOCAL, STATE, AND NATIONAL ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0391485
IRS990/NetAssetsOrFundBalancesEOYAmt0239390
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04646
IRS990/OccupancyGrp/ManagementAndGeneralAmt026522
IRS990/OccupancyGrp/ProgramServicesAmt0162422
IRS990/OccupancyGrp/TotalAmt0193590
IRS990/OfficeExpensesGrp/FundraisingAmt06137
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035032
IRS990/OfficeExpensesGrp/ProgramServicesAmt0214540
IRS990/OfficeExpensesGrp/TotalAmt0255709
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07536
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043018
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0263446
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0314000
IRS990/OtherLiabilitiesGrp/BOYAmt055865
IRS990/OtherLiabilitiesGrp/EOYAmt046927
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01806
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01806
IRS990/OtherRevenueTotalAmt01806
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022336
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0127499
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0780817
IRS990/OtherSalariesAndWagesGrp/TotalAmt0930652
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0197669
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0180473

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.63$5.52$2.10$12.3$10.5$1.76
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$5.28$0.33$8.92$10.2$1.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$4.72$1.52$8.02$8.49$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$2.36$1.93$6.27$5.47$0.80
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.79$2.62$1.17$4.08$3.75$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$2.01$0.84$4.77$4.47$0.30
2019Summary only. Only limited summary data is available for this year.$2.79$2.24$0.54$4.45$4.42$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$1.72$0.52$4.48$4.17$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$1.50$0.21$4.48$4.25$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$1.35$0.02$4.10$4.24$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.87$0.24$3.31$3.47$0.15
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.81$0.39$3.19$3.17$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.53$0.38$2.33$2.60$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.62$0.64$2.67
2011Summary only. Only limited summary data is available for this year.$1.62$0.55$1.07$2.40$2.40$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits