Civic Intelligence

Advancing States Inc.

990 • Fiscal year 2020 • EIN 39-6095459

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

241 18th St S Ste 403 No 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

87th percentile

0.70x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.42x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

52nd percentile

6.3%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$293,699

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.5%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

7.3%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,853,921

Up $68,842 (+2.5%) from 2019

Net Assets

Up

$844,622

Up $301,268 (+55%) from 2019

Liabilities

Down

$2,009,299

Down $232,426 (-10%) from 2019

Revenue

Up

$4,772,131

Up $323,987 (+7.3%) from 2019

Expenses

Up

$4,470,863

Up $46,082 (+1.0%) from 2019

Net Income

Up

$301,268

Up $277,905 (+1190%) from 2019

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

2020

Assets$2,853,921
Liabilities$2,009,299
Net Assets$844,622

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

2020

Revenue$4,772,131
Expenses$4,470,863
Net Income$301,268
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$4,772,131
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 older adults, people with disabilities, or their caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,106,974$1,433,751▲ $326,777
Land, Buildings, and Equipment, Net$671,082$617,651▼ $53,431
Accounts Receivable$219,747$331,628▲ $111,881
Pledges and Grants Receivable$566,142$287,366▼ $278,776
Prepaid Expenses and Deferred Charges$118,454$80,845▼ $37,609
Total Assets$2,785,079$2,853,921▲ $68,842
Other Assets Total$102,680$102,680→ $0
Liabilities
Deferred Revenue$1,208,694$752,324▼ $456,370
Other Liabilities$629,920$622,797▼ $7,123
Accounts Payable and Accrued Expenses$403,111$343,260▼ $59,851
Unsecured Notes Loans Payable-$290,918-
Total Liabilities$2,241,725$2,009,299▼ $232,426
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$543,354$844,622▲ $301,268
Total Net Assets Fund Balance$543,354$844,622▲ $301,268
Total Liabilities and Net Assets / Fund Balance$2,785,079$2,853,921▲ $68,842

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$208,451$331,674$540,125
Leasehold Improvements$409,200$44,068$453,268
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha RohertyExecutive DirectorFT$249,190$48,234$297,424
Camille DobsonDeputy Executive DirectorFT$217,231$49,576$266,807
Damon TerzaghiSenior DirectorFT$147,152$38,345$185,497
Denikka BarnettDeputy Director of OperationsFT$149,552$32,367$181,919
Nanette RelaveSenior DirectorPT$122,937$31,728$154,665

Board Members and Trustees

NameTitle
Duane MayesPast President (beg 8/19)
Bea RectorAt Large
Kari BensonAt Large
Kevin HancockAt Large (beg 8/19)
Kathy BruniAt Large(thru 8/19), Treas(beg 8/19)
Kathleen DoughertySec (thru 8/19), VP (beg 8/19)
Nels HolmgrenTreas (thru 8/19), Sec (beg 8/19)
Curtis CunninghamVP (thru 8/19), Pres (beg 8/19)

Highest Paid Contractors

ContractorServicesLocationCompensation
Marriott InternationalConference Expense6000 FEKDWOOD ROAD, College Park, GA 30349$534,388
HsriGrant Expense2336 MASSACHUSETTS AVE, Cambridge, MA 20140$282,884
Revenue and Support

Revenue Composition

Contributions and Grants
$902,438
Program Service Revenue
$3,850,738
Investment Income
$54
Other Revenue
$18,901
Change in Net Assets
$301,268

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,772,131
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,772,131
Total Revenue per Form 990
$4,772,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,348,125
Salaries, Compensation, and Employee Benefits$2,122,738
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$802,756$195,509-$998,265
Current Officers, Directors, Trustees, and Key Employees$604,612$141,537-$746,149
Fees for Services Other$613,691$15,525-$629,216
Conferences and Meetings$567,936$10,899-$578,835
Office Expenses$345,373$15,188-$360,561
Other Employee Benefits$176,250$31,531-$207,781
Occupancy$126,241$23,391-$149,632
Fees for Services Accounting-$132,714-$132,714
Travel$110,846$5,993-$116,839
Payroll Taxes$90,554$16,200-$106,754
Depreciation Depletion$75,496$22,911-$98,407
Fees for Services Lobbying$78,000--$78,000
Pension Plan Contributions$54,109$9,680-$63,789
Other Expenses$20,901$12,377-$33,278
Fees for Services Legal$99$23,621-$23,720
Insurance$8,914$2,119-$11,033
Total Functional Expenses$3,739,247$731,616$0$4,470,863

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,470,863
Total Expenses per Audited Statements$4,470,863
Total Expenses per Form 990$4,470,863
Expenses Not Reported on Financial Statements$0
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Liability$613,284
Sublease Tenant Deposit Payable$6,800
Tax Deferred Annuity Withholding$2,713
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 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 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 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 12C

All board of directors and staff shall be required to complete and sign a conflict of interest statement annually. Copies of such conflict of interest disclosure forms shall be maintained at the advancing states' office.

Form 990, Part VI, Section B, Line 15A

The president of the board convenes three members of the board; the immediate past president and the vice president to do the executive director's performance evaluation and compensation review. The performance evaluation is completed using the same format that the full association staff complete on an annual basis. The committee also completes a compensation comparison of national associations doing similar work. The committee determines what the compensation shall be and sends notification of the decision on compensation to the director of finance and the deputy director of operations.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Advancing States
EIN
39-6095459
Phone
2028982578
Address
241 18TH ST S STE 403 NO 403, ARLINGTON, VA 22202-3414

Signing Officer

Name
Martha Roherty
Title
Executive Director
Phone
2028982578
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Roherty
Formed
1965
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
19
Volunteers
8

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Mike Sorrells
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 613,691. Management and general expenses 15,525. Fundraising expenses 0. Total expenses 629,216.

FORM 990, PART XII, LINE 2C:

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

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IRS990/Desc0MEETINGS: ADVANCING STATES HOSTS TWO CONFERENCES PER YEAR. THE HOME AND COMMUNITY BASED SERVICES (HCBS) CONFERENCE BRINGS TOGETHER FEDERAL AND STATE POLICYMAKERS, ADVOCATES AND ACADEMICS FROM ACROSS THE NATION TO SHARE INNOVATIVE STATE PRACTICES AND POLICIES IN HCBS PROGRAMS THAT SUPPORT INDIVIDUALS OF ALL AGES AND ABILITIES. ADVANCING STATES ALSO HOSTS A SPRING MEMBER MEETING TO PROMOTE PROMISING PRACTICES AND HIGHLIGHT CHANGES IN FEDERAL POLICIES THAT IMPACT STATE PROGRAMS. THE MEMBERSHIP MEETING IS HELD IN CONJUNCTION WITH THE MANAGED LONG-TERM SERVICES AND SUPPORTS (MLTSS) SYMPOSIUM THAT PROVIDES PARTICIPANTS WITH KEY ISSUES IN MLTSS AND ADDRESSES THE OPPORTUNITIES AND CHALLENGES IN MANAGED CARE.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11148152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12122937
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/TitleTxt0VP (THRU 8/19), PRES (BEG 8/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC (THRU 8/19), VP (BEG 8/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREAS (THRU 8/19), SEC (BEG 8/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt3AT LARGE(THRU 8/19), TREAS(BEG 8/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE (BEG 8/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT (BEG 8/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DEPUTY EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DEPUTY DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt11SENIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0902438
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04772131
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02119
IRS990/InsuranceGrp/ProgramServicesAmt08914
IRS990/InsuranceGrp/TotalAmt011033
IRS990/InvestmentIncomeGrp/ExclusionAmt054
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0375742
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0671082
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0617651
IRS990/LandBldgEquipCostOrOtherBssAmt0993393
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO DESIGN, IMPROVE, AND SUSTAIN STATE SYSTEMS DELIVERING LONG-TERM SERVICES AND SUPPORTS FOR OLDER ADULTS, PEOPLE WITH DISABILIIES, AND THEIR CAREGIVERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0543354
IRS990/NetAssetsOrFundBalancesEOYAmt0844622
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0543354
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0844622
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt023391
IRS990/OccupancyGrp/ProgramServicesAmt0126241
IRS990/OccupancyGrp/TotalAmt0149632
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015188
IRS990/OfficeExpensesGrp/ProgramServicesAmt0345373
IRS990/OfficeExpensesGrp/TotalAmt0360561
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0102680
IRS990/OtherAssetsTotalGrp/EOYAmt0102680
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031531
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0176250
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0207781
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1SUBSCRIPTIONS & DUES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt068609
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13812
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212377
IRS990/OtherExpensesGrp/ProgramServicesAmt063469
IRS990/OtherExpensesGrp/ProgramServicesAmt120901
IRS990/OtherExpensesGrp/TotalAmt068609
IRS990/OtherExpensesGrp/TotalAmt167281
IRS990/OtherExpensesGrp/TotalAmt233278
IRS990/OtherLiabilitiesGrp/BOYAmt0629920
IRS990/OtherLiabilitiesGrp/EOYAmt0622797
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt018901
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018901
IRS990/OtherRevenueTotalAmt018901
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0195509
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0802756
IRS990/OtherSalariesAndWagesGrp/TotalAmt0998265
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016200
IRS990/PayrollTaxesGrp/ProgramServicesAmt090554
IRS990/PayrollTaxesGrp/TotalAmt0106754
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09680
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt054109
IRS990/PensionPlanContributionsGrp/TotalAmt063789
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0566142
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0287366
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0118454
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt080845
IRS990/PrincipalOfficerNm0MARTHA ROHERTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CONF & REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING INCOME
IRS990/ProgramServiceRevenueGrp/Desc3NCI-AD STATE FEES
IRS990/ProgramServiceRevenueGrp/Desc4CONTRACT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02068061
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1877254
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2486346
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3388180
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt430897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02068061
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1877254
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2486346
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3388180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt430897
IRS990/ProgSrvcAccomActy2Grp/Desc0RESOURCES CENTERS AND TRAINING: DISABILITY BUSINESS ACUMEN CENTER (BUSINESS ACUMEN) IS AN INITIATIVE TO BUILD THE CAPACITY OF DISABILITY COMMUNITY-BASED ORGANIZATIONS TO CONTRACT WITH INTEGRATED CARE AND OTHER HEALTH SECTOR ENTITIES. ADVANCING STATES IS PARTNERING WITH 10 ORGANIZATIONS TO ACHIEVE THE GOALS OF BUSINESS ACUMEN THROUGH KNOWLEDGE BUILDING, TRAINING, TECHNICAL ASSISTANCE, A LEARNING COLLABORATIVE MODEL AND THE DISTRIBUTION OF PROMISING PRACTICES AND RESOURCES.THE NATIONAL INFORMATION AND REFERRAL SUPPORT CENTER (I&R SUPPORT CENTER) PROVIDES TRAINING, TECHNICAL ASSISTANCE, AND INFORMATION RESOURCES TO BUILD CAPACITY AND PROMOTE CONTINUING DEVELOPMENT OF AGING AND DISABILITY INFORMATION AND REFERRAL SERVICES NATIONWIDE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01176108
IRS990/ProgSrvcAccomActy3Grp/Desc0LONG-TERM SERVICES AND SUPPORTS: ADVANCING STATES PROVIDES A VARIETY OF MEMBERSHIP SERVICES DESIGNED TO FACILITATE THE EXCHANGE OF INFORMATION, PROMISING PRACTICES AND POLICIES AMONG STATE AGING DISABILITY AGENCIES AND MEDICAID LONG-TERM SERVICES AND SUPPORTS PROGRAMS. MEMBERSHIP SERVICES INCLUDE TELEPHONIC AND ONSITE TECHNICAL ASSISTANCE AND SUPPORT; A NATIONAL CLEARINGHOUSE OF INFORMATION HCBS, A WEBSITE, AN ON-LINE TRAINING CENTER, A WEEKLY ELECTRONIC NEWSLETTER AND MONTHLY ALL-STATE CALLS.ADVANCING STATES HAS A NUMBER OF INITIATIVES FOCUSED ON LONG-TERM SERVICES AND SUPPORTS (LTSS) AND MLTSS PROGRAMS. THE NATIONAL CORE INDICATORS-AGING AND DISABILITIES (NCI-AD) IS AN INITIATIVE DESIGNED TO SUPPORT STATES' INTEREST IN ASSESSING THE PERFORMANCE OF THEIR LTSS PROGRAMS AND DELIVERY SYSTEMS IN ORDER TO IMPROVE SERVICES FOR OLDER ADULTS AND PEOPLE WITH PHYSICAL DISABILITIES. NCI-AD IS A COLLABORATIVE EFFORT BETWEEN ADVANCING STATES AND THE HUMAN SERVICES RESEARCH INSTITUTE. NCI-AD ASSESSES OUTCOMES BEYOND HEALTH AND SAFETY TO ADDRESS IMPORTANT LONG-RECOGNIZED GAPS IN LTSS DATA, SUCH AS SOCIAL, COMMUNITY, AND PERSON-CENTERED GOALS.THE MLTSS INSTITUTE IS A COLLABORATION BETWEEN ADVANCING STATES AND NATIONAL MEDICAID HEALTH PLANS INTENDED TO DRIVE IMPROVEMENTS IN KEY MLTSS POLICY ISSUES, FACILITATE SHARING AND LEARNING AMONG STATES, AND PROVIDE DIRECT AND INTENSIVE TECHNICAL ASSISTANCE TO STATES AND HEALTH PLANS.IMPROVING ENROLLMENT IN SPECIAL PROGRAMS FOR INDIVIDUALS WITH DISABILITIES IN THE MEDICARE PROGRAM (MIPPA) IS A PROJECT THAT ADVANCING STATES WORKS WITH THE NATIONAL COUNCIL ON AGING TO IMPROVE ENROLLMENT OF INDIVIDUALS WITH DISABILITIES IN PROGRAMS SPECIFICALLY FOR LOW-INCOME MEDICARE POPULATIONS BY PROVIDING GUIDANCE ON THE DEVELOPMENT OF MATERIALS, DISSEMINATION STRATEGIES AND IMPROVED ENROLLMENT IN SERVICES FOR INDIVIDUALS WITH DISABILITIES.THE NATIONAL CENTER ON ADVANCING PERSON-CENTERED PRACTICES AND SYSTEMS (NCAPPS) IS AN ADMINISTRATION FOR COMMUNITY LIVING (ACL) INITIATIVE TO ASSIST STATES, TRIBES AND TERRITORIES TO IMPLEMENT PERSON-CENTERED THINKING, PLANNING AND PRACTICES IN LONG-TERM SERVICES AND SUPPORTS ALIGNING WITH U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES REGULATIONS. ADVANCING STATES PARTNERS WITH THE HUMAN SERVICES RESEARCH INITIATIVE (HSRI) TO PROVIDE SUBJECT MATTER EXPERTISE TO INTEGRATE, ACROSS SYSTEMS AND PROGRAMS, RULES, REGULATIONS, POLICIES, PAYMENT SYSTEMS AND TECHNOLOGY TO PROMOTE PERSON-CENTERED PRACTICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0886918
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01412530
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ENHANCED TECHNICAL ASSISTANCE: ADVANCING STATES PROVIDES ENHANCED TECHNICAL ASSISTANCE AND SUPPORT UNDER SEPARATE CONTRACTS DIRECTLY WITH STATES AND/OR WITH OTHER CONSULTANCIES. ADVANCING STATES ASSISTS STATES IN PROVIDING PROGRAMMATIC, OPERATIONAL, TRAINING AND TECHNICAL SUPPORT TO STATES. THE LONG-TERM CARE OMBUDSMAN PROGRAM (OMBUDSMAN) PROVIDES SUPPORT TO SUPPORT STATE AGENCIES ON AGING WORK WITH THE STATE LONG-TERM CARE OMBUDSMAN PROGRAM. ADVANCING STATES PROVIDES TECHNICAL GUIDANCE TO THE STATE AGENCIES AND FACILITATES IMPROVED COMMUNICATIONS BETWEEN THE LONG-TERM OMBUDSMAN PROGRAM AND THE STATE AGENCIES.THE MEDICAID INNOVATION ACCELERATOR PROGRAM ADMINISTERED BY CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) PROVIDES TECHNICAL ASSISTANCE TO STATES TO HELP SPUR DELIVERY SYSTEM REFORM AND INNOVATION. ADVANCING STATES WORKS WITH IBM WATSON HEALTH TO PROVIDE SUBJECT MATTER EXPERTISE TO STATES SEEKING TO BUILD VALUE-BASED PAYMENT APPROACHES TO THEIR HCBS PROGRAMS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0381628
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0370148
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01514422
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-195936
IRS990/PYOtherExpensesAmt02575007
IRS990/PYOtherRevenueAmt0105
IRS990/PYProgramServiceRevenueAmt03129553
IRS990/PYRevenuesLessExpensesAmt023363
IRS990/PYSalariesCompEmpBnftPaidAmt01849774
IRS990/PYTotalExpensesAmt04424781
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04448144
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0301268
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02068061
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01106974
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01433751
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2015 AMOUNT: $ 8,967. 2016 AMOUNT: $ 3,233. 2018 AMOUNT: $ 105. 2019 AMOUNT: $ 18,901.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01779692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01514122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01894261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01834442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01739573
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08762090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0620
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013692686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt018901
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0105
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03233
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08967
IRS990ScheduleA/OtherIncome170Grp/TotalAmt031206
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99640
IRS990ScheduleA/PublicSupportPY170Pct00.99820
IRS990ScheduleA/PublicSupportTotal170Amt08762090
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01779692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01514122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01894261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01834442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01739573
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08762090
IRS990ScheduleA/TotalSupportAmt08793916
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0208451
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0331674
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0540125

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
2020Detailed filing. Detailed filing data is available for this year.$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