ADVOCATES ALLIANCE VERNON ST CORPORATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES ALLIANCE VERNON ST CORPORATION (EIN 33-1132409)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202441369349316099
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T16:55:49-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331132409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATES ALLIANCE VERNON STBusinessNameLine1Txt
Business Name Line2CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlADVOBusinessNameControlTxt
Phone5086286300PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH NEALPersonNm
Person TitleCFOPersonTitleTxt
Phone5086286300PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEITHPersonFirstNm
Person LastNEALPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA L BOOTHPreparerPersonNm
PTINP01342395PTIN
Phone6177610600PhoneNum
Preparation2024-05-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJESSICA KEMPPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$123,916GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$73,935PYContributionsGrantsAmt
CY Contributions Grants$77,918CYContributionsGrantsAmt
PY Program Service Revenue$44,588PYProgramServiceRevenueAmt
CY Program Service Revenue$45,658CYProgramServiceRevenueAmt
PY Investment Income$2PYInvestmentIncomeAmt
CY Investment Income$340CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$118,525PYTotalRevenueAmt
CY Total Revenue$123,916CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$43,239PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$50,893CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$183,569PYOtherExpensesAmt
CY Other Expenses$195,234CYOtherExpensesAmt
PY Total Expenses$226,808PYTotalExpensesAmt
CY Total Expenses$246,127CYTotalExpensesAmt
PY Revenues Less Expenses-$108,283PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$122,211CYRevenuesLessExpensesAmt
Total Assets BOY$1,690,376TotalAssetsBOYAmt
Total Assets EOY$1,604,541TotalAssetsEOYAmt
Total Liabilities BOY$1,576,714TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,613,090TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$113,662NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$8,549NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$232,955ExpenseAmt
Revenue$45,658RevenueAmt
DescPROVIDED HOUSING SERVICES FOR NINE INDIVIDUALS WITH INTELLECTUAL AND/OR PHYSICAL DISABILITIES.Desc
Total Program Service Expenses$232,955TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEITH NEAL CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086286440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JESSICA KEMP
PRESIDENT/CHAIR1.00Yes (X)Yes (X)$0$0$0
MICHAEL SHERIDAN
TREASURER/DIRECTOR1.00Yes (X)Yes (X)$0$0$0
DANIEL WEIR
VICE CHAIR/DIRECTOR1.00Yes (X)Yes (X)$0$0$0
PATRICIA VINTER
VICE CHAIR/DIRECTOR1.00Yes (X)Yes (X)$0$0$0
CHRISTINE HUBBARD
CLERK/DIRECTOR1.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$77,918GovernmentGrantsAmt
Total Contributions$77,918TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENTAL INCOMEDesc
Business531110BusinessCd
Total Revenue Column$45,658TotalRevenueColumnAmt
Related Or Exempt Func Income$45,658RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$45,658TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$340TotalRevenueColumnAmt
Exclusion$340ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$123,916TotalRevenueColumnAmt
Related Or Exempt Func Income$45,658RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$340ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$42,733TotalAmt
Program Services$42,733ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,580TotalAmt
Program Services$4,580ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,580TotalAmt
Program Services$3,580ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,271TotalAmt
Management And General$5,271ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,501TotalAmt
Program Services$600ProgramServicesAmt
Management And General$7,901ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$63,175TotalAmt
Program Services$63,175ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$101,229TotalAmt
Program Services$101,229ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,410TotalAmt
Program Services$15,410ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
EQUIPMENT RENTAL/MAINT.$1,624$1,624
BANK FEES$24$24

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$246,127TotalAmt
Program Services$232,955ProgramServicesAmt
Management And General$13,172ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$678BOYAmt
EOY$4,077EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,380BOYAmt
EOY$13,008EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,636EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,240BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,928,281LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,345,461LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,666,078BOYAmt
EOY$1,582,820EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,690,376BOYAmt
EOY$1,604,541EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$178,477BOYAmt
EOY$214,672EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,388,624BOYAmt
EOY$1,388,624EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,613BOYAmt
EOY$9,794EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,576,714BOYAmt
EOY$1,613,090EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,099,538BOYAmt
EOY-$1,221,749EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,213,200BOYAmt
EOY$1,213,200EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,662BOYAmt
EOY-$8,549EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,690,376BOYAmt
EOY$1,604,541EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$122,211ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,376CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,396CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,935CurrentTaxYearMinus1YearAmt
Current Tax Year$77,918CurrentTaxYearAmt
Total$354,768TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,376CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,396CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,935CurrentTaxYearMinus1YearAmt
Current Tax Year$77,918CurrentTaxYearAmt
Total$354,768TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$354,768PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2CurrentTaxYearMinus1YearAmt
Current Tax Year$340CurrentTaxYearAmt
Total$362TotalAmt
FieldValueIRS element (for citing)
Total Support$355,130TotalSupportAmt
Gross Receipts Rltd Activities$229,053GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99900PublicSupportCY170Pct
Public Support PY1700.99990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$150,000OtherCostOrOtherBasisAmt
Book Value$150,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,737,625OtherCostOrOtherBasisAmt
Depreciation$1,332,929DepreciationAmt
Book Value$1,404,696BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,656OtherCostOrOtherBasisAmt
Depreciation$12,532DepreciationAmt
Book Value$28,124BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,582,820TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO AFFILIATES$6,970
FUNDS HELD IN TRUST$2,824
FieldValueIRS element (for citing)
Total Liability$9,794TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$123,916TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$123,916RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$123,916TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$246,127TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$246,127ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$246,127TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. ADVOCATES, INC. AND AFFILIATES HAVE IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO INCOME BEING RELATED OR UNRELATED AS THEIR ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3ADVOCATES, INC. CHARGES MANAGEMENT FEES TO ITS RELATED ENTITIES FOR ADMINISTRATIVE SERVICES PROVIDED DURING THE YEAR. ALL MANAGEMENT FEES CHARGED WERE CONSISTENT WITH THE MANAGEMENT AGREEMENT. TOTAL FEES INCURRED BY ADVOCATES/ALLIANCE VERNON ST. CORPORATION TO ADVOCATES, INC. FOR ACCOUNTING AND PROPERTY MANAGEMENT SERVICES FOR THE YEAR ENDED JUNE 30, 2023 AMOUNTED TO $5,271.
FORM 990, PART VI, SECTION B, LINE 11BA COMPLETE DRAFT IS PROVIDED TO THE BOARD OF DIRECTORS WHO ARE POLLED FOR ANY QUESTIONS, COMMENTS OR CONCERNS. IF THERE ARE ANY QUESTIONS, COMMENTS OR CONCERNS, THEY ARE ADDRESSED AND RESOLVED BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD DISCLOSURE STATEMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS EACH YEAR. DURING THE INTERIM, ANY POTENTIAL CONFLICTS ARE IDENTIFIED BY THE PARTY INVOLVED, OR ANY OTHER PARTIES THAT BECOME AWARE OF THE POTENTIAL CONFLICT. THE POTENTIAL CONFLICT WOULD BE DESCRIBED TO THE BOARD OR THE APPROPRIATE COMMITTEE. THE UNINVOLVED MEMBERS WOULD ASSESS THE TRANSACTION AND AUTHORIZE OR REJECT THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15NO COMPENSATION IS AWARDED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS ARE A MATTER OF PUBLIC RECORD, AVAILABLE THROUGH FILINGS WITH THE OPERATIONAL SERVICES DIVISION OF THE COMMONWEALTH OF MASSACHUSETTS. THIS INFORMATION IS AVAILABLE THROUGH THE OSD WEBSITE. COPIES OF THE AGENCY BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S MAIN OFFICE.
FORM 990, PART VI, SECTION B, LINE 14:THE ORGANIZATION HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY IN FORCE. THIS POLICY, HOWEVER, HAS NOT BEEN ADOPTED BY THE BOARD. IT WAS ADOPTED BY MANAGEMENT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ADVOCATES INC
1881 WORCESTER ROADFRAMINGHAMMA01701237451423PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS.MA501(C)(3)LINE 7N/A0
ADVOCATES CO-OPS CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043541791EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 70ADVOCATES INC
ADVOCATES PROPERTIES INC
1881 WORCESTER ROADFRAMINGHAMMA01701222473987EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 70ADVOCATES INC
ALTERNATIVE HOME INC
1881 WORCESTER ROADFRAMINGHAMMA01701042572143EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 70ADVOCATES INC
NATICK VILLAGE CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043418316EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 70ADVOCATES INC
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
1881 WORCESTER ROADFRAMINGHAMMA01701043185166PROVIDES BEHAVIORAL HEALTH SERVICES.MA501(C)(4)N/A0ADVOCATES INC
GREAT ROAD PROPERTIES INC
1881 WORCESTER ROADFRAMINGHAMMA01701043269615EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 70ADVOCATES INC
HORACE MANN EDUCATIONAL ASSOCIATES INC
8 FORGE PARKWAY EASTFRANKLINMA02038042300014EST. TO SUPPORT PEOPLE WITH DEV. DISABILITIES AND THEIR FAMILIESMA501(C)(3)LINE 100ADVOCATES INC
FCP INC
360 MERRIMACK STREET BLDG 9 SUITE 3LAWRENCEMA01843042867023COUNSELING, SUPPORTMA501(C)(3)LINE 100ADVOCATES INC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BHMS INVESTMENT CORPORATIONBusinessNameLine1Txt

US Address USAddress

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

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BEHAVIORAL HEALTH MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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