Civic Intelligence

Advancing States Inc.

990 • Fiscal year 2024 • EIN 39-6095459

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 15, 2025

241 18th Street S Ste 403Arlington, VA 22202-3414

(202) 898-2578

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.94x

Higher debt load relative to assets than 92% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.59x

Higher debt load relative to revenue than 72% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

15th percentile

-14%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$415,300

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

9th percentile

-10%

Faster asset growth than 9% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,607,580

Down $637,465 (-10%) from 2023

Net Assets

Down

$329,327

Down $1,195,106 (-78%) from 2023

Liabilities

Up

$5,278,253

Up $557,641 (+12%) from 2023

Revenue

Up

$8,916,226

Up $896,586 (+11%) from 2023

Expenses

Up

$10,168,294

Up $1,679,325 (+20%) from 2023

Net Income

Down

-$1,252,068

Down $782,739 (-167%) from 2023

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

2024

Assets$5,607,580
Liabilities$5,278,253
Net Assets$329,327

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

2024

Revenue$8,916,226
Expenses$10,168,294
Net Income-$1,252,068
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$10,558,412
Mission and Program Overview

Mission

To design, improve and sustain state systems delivering home and community based services and supports for people who are older or have a disability, and their caregivers.

To improve systems and supports for older adults, people with disabilities, or their caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,587,286$1,547,973▼ $39,313
Investments in Publicly Traded Securities$1,042,450$1,230,858▲ $188,408
Accounts Receivable$1,625,407$1,109,998▼ $515,409
Land, Buildings, and Equipment, Net$451,505$372,049▼ $79,456
Prepaid Expenses and Deferred Charges$295,021$315,833▲ $20,812
Savings and Temporary Cash Investments$193,955$109,110▼ $84,845
Total Assets$6,245,045$5,607,580▼ $637,465
Other Assets Total$1,049,421$921,759▼ $127,662
Liabilities
Deferred Revenue$2,038,633$1,983,360▼ $55,273
Accounts Payable and Accrued Expenses$1,042,619$1,840,267▲ $797,648
Other Liabilities$1,639,360$1,454,626▼ $184,734
Total Liabilities$4,720,612$5,278,253▲ $557,641
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,524,433$329,327▼ $1,195,106
Total Net Assets Fund Balance$1,524,433$329,327▼ $1,195,106
Total Liabilities and Net Assets / Fund Balance$6,245,045$5,607,580▼ $637,465

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$261,280$196,819$458,099
Equipment$110,769$213,734$324,503
Other Assets Org$921,759--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha RohertyExecutive DirectorFT$364,797$50,503$415,300
Camille DobsonDeputy Executive DirectorFT$276,261$48,315$324,576
Denikka Pearl BarnettDeputy Director of OperationsFT$204,643$43,379$248,022
Kathy Jo GreenleeSenior Director of Elder JusticePT$178,448$24,587$203,035
Nanette RelaveSr Director of I&R Support CenterFT$139,642$36,744$176,386
Riina LubjaDirector of FinanceFT$127,836$37,201$165,037
Justin HatmakerChief of StaffFT$135,749$20,392$156,141
April YoungSr Director of Strategic InitiativesFT$123,164$19,412$142,576

Board Members and Trustees

NameTitle
Nels HolmgrenPresident
Bea RectorVice President
David WardAt-Large
Jakenna L LebsockAt-Large
Jessica BaxAt-Large
Susan DeMaroisAt-Large
Victoria L ElridgeAt-Large
Elizabeth ChenAt-Large (until 6/1/24)
Ursel McElroySecretary
Bonnie SilvaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Altarum InstituteTech & Infrastructure DevelopmentPO Box 633579, Cincinnati, OH 45263$700,000
Human Services Research InstituteTech & Data Tool Development2336 Massachussetts Avenue, Cambridge, MA 02140$380,000
HCBS Strategies IncorporatedProgram Support Services222 Ridgewood Road, Baltimore, MD 21210$253,692
EventsAIRSoftware Services6100 219th St SW Suite 480, Mountlake Terrace, WA 98043$142,457
HPN Destination Services LLCConference Support Services8800 E Raintree Drive Suite 260, Scottsdale, AZ 85260$141,719
Revenue and Support

Revenue Composition

Contributions and Grants
$987,067
Program Service Revenue
$7,863,499
Investment Income
$60,876
Other Revenue
$4,784
Change in Net Assets
$-1,252,068

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,902,100
Revenue Not Reported on Financial Statements
$14,126
Revenue Not Reported on Form 990
$56,962
Total Revenue per Audited Statements
$8,959,062
Total Revenue per Form 990
$8,916,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,525,615
Salaries, Compensation, and Employee Benefits$3,642,679
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$3,425,956$49,273-$3,475,229
Other Salaries and Wages$1,642,575$293,930-$1,936,505
Conferences and Meetings$1,523,381$51,045-$1,574,426
Current Officers, Directors, Trustees, and Key Employees$1,017,421$43,313-$1,060,734
Travel$329,598$11,043-$340,641
Other Employee Benefits$309,653$13,182-$322,835
Office Expenses$196,946$79,382-$276,328
Payroll Taxes$192,000$8,174-$200,174
Occupancy$109,049$50,496-$159,545
Fees for Services Accounting-$131,483-$131,483
Pension Plan Contributions$117,432$4,999-$122,431
Depreciation Depletion$67,267$29,467-$96,734
Fees for Services Lobbying$75,326$2,674-$78,000
Fees for Services Legal$20,342--$20,342
All Other Expenses$5,830$9,801-$15,631
Fees for Service Investment Mgmnt Fees-$14,126-$14,126
Insurance$5,376$5,136-$10,512
Other Expenses$2,688$4,519-$7,207
Total Functional Expenses$9,241,082$927,212$0$10,168,294

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,168,294
Expenses per Audited Statements$10,154,168
Total Expenses per Audited Statements$10,154,168
Expenses Not Reported on Financial Statements$14,126
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liabilities$1,454,626
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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 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.

Filing and Contact Details

Filer

Filer Name
ADvancing States Inc
EIN
39-6095459
Phone
2028982578
Address
241 18th Street S Ste 403, Arlington, VA 22202-3414

Signing Officer

Name
Martha Roherty
Title
Executive Director
Phone
2028982578
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Roherty
Formed
1965
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
33
Volunteers
9

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Amanda E Waterhouse
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Other professional fees: Program service expenses 3,425,956. Management and general expenses 49,273. Fundraising expenses 0. Total expenses 3,475,229.

Financial Statement Notes

Part X, Line 2:

Management has evaluated the ADvancing States' tax positions and concluded that ADvancing States' financial statements do not include any uncertain tax positions.

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IRS990/Desc0Long-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.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1044725
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1140161
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1235803
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1324033
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1436551
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520308
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1636840
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1719412
IRS990/Form990PartVIISectionAGrp/PersonNm0Nels Holmgren
IRS990/Form990PartVIISectionAGrp/PersonNm1Bea Rector
IRS990/Form990PartVIISectionAGrp/PersonNm2Ursel McElroy
IRS990/Form990PartVIISectionAGrp/PersonNm3Bonnie Silva
IRS990/Form990PartVIISectionAGrp/PersonNm4Jessica Bax
IRS990/Form990PartVIISectionAGrp/PersonNm5Susan DeMarois
IRS990/Form990PartVIISectionAGrp/PersonNm6Elizabeth Chen
IRS990/Form990PartVIISectionAGrp/PersonNm7Victoria L Elridge
IRS990/Form990PartVIISectionAGrp/PersonNm8Jakenna L Lebsock
IRS990/Form990PartVIISectionAGrp/PersonNm9David Ward
IRS990/Form990PartVIISectionAGrp/PersonNm10Martha Roherty
IRS990/Form990PartVIISectionAGrp/PersonNm11Camille Dobson
IRS990/Form990PartVIISectionAGrp/PersonNm12Denikka Pearl Barnett
IRS990/Form990PartVIISectionAGrp/PersonNm13Kathy Jo Greenlee
IRS990/Form990PartVIISectionAGrp/PersonNm14Nanette Relave
IRS990/Form990PartVIISectionAGrp/PersonNm15Justin Hatmaker
IRS990/Form990PartVIISectionAGrp/PersonNm16Riina Lubja
IRS990/Form990PartVIISectionAGrp/PersonNm17April Young
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/ReportableCompFromOrgAmt10370575
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11284415
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12212219
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13179002
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14139835
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15135833
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16128197
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17123164
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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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt5At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt6At-Large (until 6/1/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt7At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt8At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Deputy Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Deputy Director of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt13Senior Director of Elder Justice
IRS990/Form990PartVIISectionAGrp/TitleTxt14Sr Director of I&R Support Center
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chief of Staff
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt17Sr Director of Strategic Initiatives
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ADvancing States is a national association representing the 56 state and territorial agencies on aging and disability services. The organization is dedicated to supporting state agencies in developing, implementing, and improving programs that serve older adults, people with disabilities, and their caregivers. ADvancing States is funded through membership dues, grants and subcontracts with the federal government through the U.S. Department of Health and Human Services, revenue from national meetings, and enhanced technical assistance projects funded by state agencies and foundations.Our work helps states advance community integration, health and wellness, consumer access, the paid and unpaid workforce, organizational effectiveness, participant health and welfare, quality outcomes, and service access. The organization's operations are structured into four primary categories: Long-Term Services and Supports (LTSS), Meetings, Resource Centers, and Enhanced Technical Assistance.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01524433
IRS990/NetAssetsOrFundBalancesEOYAmt0329327
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt032036
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032036
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt056962
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01524433
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0329327
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt050496
IRS990/OccupancyGrp/ProgramServicesAmt0109049
IRS990/OccupancyGrp/TotalAmt0159545
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt079382
IRS990/OfficeExpensesGrp/ProgramServicesAmt0196946
IRS990/OfficeExpensesGrp/TotalAmt0276328
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01049421
IRS990/OtherAssetsTotalGrp/EOYAmt0921759
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013182
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0309653
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0322835
IRS990/OtherExpensesGrp/Desc0Subscriptions and dues
IRS990/OtherExpensesGrp/Desc1Bad debt expense
IRS990/OtherExpensesGrp/Desc2Staff training
IRS990/OtherExpensesGrp/Desc3Taxes
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075580
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt149327
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2262
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34519
IRS990/OtherExpensesGrp/ProgramServicesAmt0172231
IRS990/OtherExpensesGrp/ProgramServicesAmt120183
IRS990/OtherExpensesGrp/ProgramServicesAmt27828
IRS990/OtherExpensesGrp/ProgramServicesAmt32688
IRS990/OtherExpensesGrp/TotalAmt0247811
IRS990/OtherExpensesGrp/TotalAmt169510
IRS990/OtherExpensesGrp/TotalAmt28090
IRS990/OtherExpensesGrp/TotalAmt37207
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IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous income
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IRS990/OtherRevenueTotalAmt04784
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0293930
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01642575
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0192000
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04999
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0117432
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0295021
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0315833
IRS990/PrincipalOfficerNm0Martha Roherty
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/Desc1Meeting registrations and sponsor
IRS990/ProgramServiceRevenueGrp/Desc2Contract revenue
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01580025
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03350343
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11197418
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21735713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03350343
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12777443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21735713
IRS990/ProgSrvcAccomActy2Grp/Desc0ADvancing 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02356529
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02777443
IRS990/ProgSrvcAccomActy3Grp/Desc0Through 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01394420
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADvancing 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01390798
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01735713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0709666
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025399
IRS990/PYOtherExpensesAmt00

Document Assets

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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
2024Detailed filing. Detailed filing data is available for this year.$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
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