2025-05-15T13:17:09-05:00 2024-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2023-07-01 237451423 ADVOCATES INC ADVO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 KEITH NEAL CFO 5086286300 2025-05-15 1 1 BRENDA L BOOTH P01342395 6178075000 2025-05-15 2023 2025-03-06 01:10:19Z DIANE GOULD 1881 WORCESTER ROAD FRAMINGHAM MA 01701 160524828 0 X WWW.ADVOCATES.ORG X 1975 MA WE PARTNER WITH INDIVIDUALS, FAMILIES, AND COMMUNITIES TO SHAPE CREATIVE SOLUTIONS TO EVEN THE GREATEST LIFE CHALLENGES. FIRST WE LISTEN. THEN, TOGETHER, WE DO WHAT IT TAKES TO HELP PEOPLE THRIVE. 17 17 2142 69 0 0 6054615 6021530 139844997 148393225 216863 373544 1360859 5584199 147477334 160372498 37480 19748 0 0 103708616 118288997 3036 0 901604 39894695 44205650 143643827 162514395 3833507 -2141897 84337613 81983686 41197684 40400274 43139929 41583412 WE PARTNER WITH INDIVIDUALS, FAMILIES, AND COMMUNITIES TO SHAPE CREATIVE SOLUTIONS TO EVEN THE GREATEST LIFE CHALLENGES. FIRST WE LISTEN. THEN, TOGETHER, WE DO WHAT IT TAKES TO HELP PEOPLE THRIVE. 0 0 87546351 67962232 BEHAVIORAL HEALTH - OPERATED RESIDENTIAL AND OUTREACH PROGRAMS THAT HELPED PEOPLE WITH PSYCHIATRIC ILLNESS, SUBSTANCE ABUSE AND OTHER CHALLENGES IN LIVING. DURING THE YEAR THE AGENCY DELIVERED SERVICES TO APPROXIMATELY 78,503 INDIVIDUALS THROUGH 73 DIFFERENT PROGRAM LOCATIONS. 28481340 60423225 DEVELOPMENTAL DISABILITIES - OPERATED RESIDENTIAL AND DAY PROGRAMS THAT HELPED PEOPLE WITH DEVELOPMENTAL DISABILITIES OR OTHER CHALLENGES IN LIVING. DURING THE YEAR THE AGENCY DELIVERED SERVICES AND SUPPORT TO APPROXIMATELY 1189 INDIVIDUALS THROUGH 93 DIFFERENT PROGRAM LOCATIONS. 17693585 19748 20007768 ADULT FAMILY CARE - PROVIDED SUPPORT AND OVERSIGHT FOR INDIVIDUALS PROVIDING CARE TO FAMILY MEMBERS WITH DISABILITIES OR WHO ARE ELDERLY. THE PROGRAM PROVIDED SUPPORT TO APPROXIMATELY 3,500 INDIVIDUALS AND FAMILIES THROUGH 7 PROGRAM LOCATIONS. 133721276 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 233 0 1 2142 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X KEITH NEAL CFO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 DANIEL M WEIR VICE CHAIR/DIRECTOR 1.00 X 0 0 0 MICHAEL SHERIDAN TREASURER/DIRECTOR 1.00 X 0 0 0 PATRICIA G VINTER VICE CHAIR/DIRECTOR (UNTIL 5/24) 1.00 X 0 0 0 KAY H HODGE ESQ DIRECTOR 1.00 X 0 0 0 ALEX FIDALGO DIRECTOR 1.00 X 0 0 0 CHARLENE JACOBS DIRECTOR 1.00 X 0 0 0 DENNIS MILLNER-HANLEY ASSISTANT CLERK/DIRECTOR 1.00 X 0 0 0 JESSICA KEMP CHAIR/DIRECTOR 1.00 X 0 0 0 CHRISTINE HUBBARD CLERK/DIRECTOR 1.00 X 0 0 0 RICHARD ROVNER DIRECTOR 1.00 X 0 0 0 KEVIN GOULD DIRECTOR 1.00 X 0 0 0 MARK O'REILLY DIRECTOR 1.00 X 0 0 0 CHARLENE MCENTEE DIRECTOR 1.00 X 0 0 0 EDDIE FRAZIER DIRECTOR 1.00 X 0 0 0 GARY BUBLY DIRECTOR 1.00 X 0 0 0 STEVE BOCZENOWSKI DIRECTOR (UNTIL 10/23) 1.00 X 0 0 0 DARREN TONG DIRECTOR 1.00 X 0 0 0 JAYA PANDEY DIRECTOR 1.00 X 0 0 0 MICHAEL QUINK DIRECTOR 1.00 X 0 0 0 DIANE GOULD PRESIDENT/CEO 40.00 X 324733 0 19730 JEFFREY KEILSON SVP 40.00 X 254943 0 13148 ANNE PARKER SVP 40.00 X 245520 0 9108 REGINA MARSHALL EVP & COO 40.00 X 299664 0 13000 KEITH NEAL EVP & CFO 40.00 X 299664 0 26000 MARK VIRON CMO 40.00 X 319747 0 1763 ROBERT KARR PSYCHIATRIST 40.00 X 236223 0 36243 BRENDA SOARES SVP 40.00 X 191257 0 18879 ROBERT JOHNSTON PSYCHIATRIST 40.00 X 271998 0 20703 KAREN WILLIAMS SVP 40.00 X 203590 0 6926 JANINE TAYLOR SVP & CHRO 40.00 X 208590 0 35463 2855929 0 200963 130 0 1 0 WAYSIDE YOUTH AND FAMILY 1 FREDERICK ABBOTT ROAD FRAMINGHAM MA 01701 DIRECT CARE CONSULTANTS 986318 QUISITIVE LLC 1431 GREENWAY DRIVE STE 1000 IRVING TX 75038 IT SERVICES 413490 STONEHAM STAFFING GROUP P O BOX 1907 WAKEFIELD MA 01880 STAFFING 383906 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 CONSULTANTS 329695 KROKIDAS & BLUESTEIN LLP 600 ATLANTIC AVENUE BOSTON MA 02210 LEGAL SERVICES 228622 49 277464 3438904 2305162 710 6021530 CONTRACT REVENUE 900099 97001230 97001230 THIRD PARTY BILLINGS 900099 47245330 47245330 RENTAL INC./SVC. FEES 900099 4146665 4146665 148393225 339755 339755 33789 0 33789 33789 33789 0 277464 152330 -152330 -152330 MISCELLANEOUS INCOME 900099 4949308 4949308 MANAGEMENT FEE REVENUE 900099 787221 787221 5736529 160372498 148393225 0 5957743 19748 19748 956328 956328 99786119 86846520 12604994 334605 1137657 930720 199566 7371 8544393 6762627 1754558 27208 7864500 7424984 408750 30766 410121 60222 349899 77205 77205 1618 1618 3725835 2387437 1179461 158937 437022 251507 185515 1444057 717259 702899 23899 5255532 938206 4193899 123427 8130014 6996780 1081579 51655 964809 944895 19672 242 576517 551244 25273 2222640 2060473 134068 28099 1360192 1028148 326939 5105 STIPENDS 10796378 10796378 MEALS 1938462 1785209 72295 80958 SUPPLIES 1146972 1134870 12102 VEHICLE EXPENSES 805393 787754 17613 26 4912883 1296295 3599384 17204 162514395 133721276 27891515 901604 1159067 1077964 18580987 12638976 19134470 23983631 1608880 1964940 53984254 24709122 30013126 29275132 3943833 5084519 9897250 7958524 84337613 81983686 14212015 15662042 4004526 3449048 9917472 9363425 1162051 1080948 2967054 3819920 8934566 7024891 41197684 40400274 X 41823786 40293005 1316143 1290407 43139929 41583412 84337613 81983686 -2141897 585380 0 X 0 1 X 1 1 1 X 1809421 5508377 5786832 5871530 6021530 24997690 1809421 5508377 5786832 5871530 6021530 24997690 1664806 23332884 19673 9917 5732 196124 339755 571201 25568891 637067883 0.91250 0.92340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 529 1 1089 1618 0 0 1 X 5120038 5120038 20749871 9628395 11121476 19611991 8989474 10622517 1982500 1812635 169865 6519854 4278618 2241236 29275132 DEPOSITS 633559 DUE FROM AFFILIATES 475110 RIGHT-OF-USE ASSETS - OPERATING LEASE 6849855 7958524 OPERATING LEASE OBLIGATION 7024891 7024891 X 161110208 585380 585380 160524828 -152330 -152330 160372498 162666725 152330 152330 162514395 0 162514395 PART IV, LINE 2B: ADVOCATES ACTS AS REP PAYEE, HOLDING SOCIAL SECURITY PAYMENTS FOR AND ON BEHALF OF CERTAIN CLIENTS. ADVOCATES DISTRIBUTES THESE FUNDS AS NEEDED TO PAY CLIENT LIVING EXPENSES. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. ADVOCATES, INC. AND AFFILIATES HAVE IDENTIFIED THEIR TAX STATUS AS TAX-EXEMPT ENTITIES AND THEIR DETERMINATION AS TO INCOME BEING RELATED OR UNRELATED AS THEIR ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -152,330. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 152,330. GALA 277464 277464 12611 72650 7385 59684 277464 277464 12611 72650 7385 59684 152330 -152330 1 GRANTS TO FAMILIES OF INDIVIDUALS WITH DISABILITIES. 44 19748 PART I, LINE 2: SMALL GRANTS ARE MADE TO FAMILIES TO MEET SPECIFIC NEEDS OF A DISABLED FAMILY MEMBER. GRANTS ARE ONE-TIME PAYMENTS, AND ELIGILIBILITY IS DETERMINED AS PART OF THE APPLICATION AND APPROVAL PROCESS. X X X X 0 0 0 0 0 0 0 1 0 DIANE GOULD PRESIDENT/CEO 303989 0 0 0 20744 0 0 0 19730 0 344463 0 0 0 KEITH NEAL EVP & CFO 251497 0 36861 0 11306 0 0 0 26000 0 325664 0 0 0 MARK VIRON CMO 309221 0 0 0 10526 0 0 0 1763 0 321510 0 0 0 REGINA MARSHALL EVP & COO 253220 0 29934 0 16510 0 0 0 13000 0 312664 0 0 0 ROBERT JOHNSTON PSYCHIATRIST 269915 0 1825 0 258 0 0 0 20703 0 292701 0 0 0 ROBERT KARR PSYCHIATRIST 232548 0 1827 0 1848 0 8775 0 27468 0 272466 0 0 0 JEFFREY KEILSON SVP 234566 0 2175 0 18202 0 9066 0 4082 0 268091 0 0 0 ANNE PARKER SVP 228024 0 11725 0 5771 0 8030 0 1078 0 254628 0 0 0 JANINE TAYLOR SVP & CHRO 189304 0 3475 0 15811 0 6467 0 28996 0 244053 0 0 0 KAREN WILLIAMS SVP 199252 0 3575 0 763 0 6926 0 0 0 210516 0 0 0 BRENDA SOARES SVP 187294 0 2825 0 1138 0 7003 0 11876 0 210136 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2023 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2012-10-25 8500000 PURCHASE, CONSTRUCTION, RENOVATION OF PROPERTIES AND REFUNDING TAXABLE DEBT 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2022-10-29 10521000 PURCHASE, CONSTUCTION, REFINANCING 0 0 0 A 8500000 170000 2123932 6206068 2014 0 0 1 1 B 10521000 176808 1824491 8519701 2023 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 1 0 0 1 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION B, LINE 11B ADVOCATES DISTRIBUTES A DRAFT COPY OF THE FORM 990 TO THE FINANCE COMMITTEE OF ITS BOARD OF DIRECTORS. A MEETING IS THEN HELD WITH THE FINANCE COMMITTEE, AND THE RETURN IS REVIEWED AND DISCUSSED. ONCE THAT REVIEW IS COMPLETE ANY NECESSARY UPDATES TO THE RETURN ARE MADE, A COPY IS SENT TO ALL MEMBERS OF THE BOARD AND THE RETURN IS SUBSEQUENTLY FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD DISCLOSURE STATEMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS EACH YEAR. DURING THE INTERIM, ANY POTENTIAL CONFLICTS ARE IDENTIFIED BY THE PARTY INVOLVED, OR ANY OTHER PARTIES THAT BECOME AWARE OF THE POTENTIAL CONFLICT. THE POTENTIAL CONFLICT WOULD BE DESCRIBED TO THE BOARD OR THE APPROPRIATE BOARD COMMITTEE. THE UNINVOLVED MEMBERS WOULD ASSESS THE TRANSACTION AND AUTHORIZE OR REJECT THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE AGENCY HAS A COMPENSATION COMMITTEE OF ITS BOARD, MADE UP OF INDEPENDENT DIRECTORS. THE COMMITTEE RECEIVES A COMPENSATION STUDY THAT DETAILS COMPENSATION PRACTICES AND AMOUNTS FOR COMPARABLE ORGINIZATIONS AND POSITIONS. THE COMMITTEE DISCUSSES THE INFORMATION, AND ESTABLISHES THE COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, IN ACCORDANCE WITH THE PRACTICES AND PRINCIPLES ADOPTED BY THE ORGANIZATION AND APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE A MATTER OF PUBLIC RECORD, AVAILABLE THROUGH FILINGS WITH THE OPERATIONAL SERVICES DIVISION OF THE COMMONWEALTH OF MASSACHUSETTS. THIS INFORMATION IS AVAILABLE THROUGH THE OSD WEBSITE. IN ADDITION, THE ORGANIZATION POSTS FINANCIAL INFORMATION ON ITS WEB SITE. COPIES OF THE AGENCY BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S MAIN OFFICE. FORM 990, PART 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. ADVOCATES PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 222473987 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATES CO-OPS CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043541791 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 GREAT ROAD PROPERTIES 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043269615 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATES NATICK VILLAGE CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043418316 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATESALLIANCE VERNON ST CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 331132409 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ALTERNATIVE HOME INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 042572143 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043185166 PROVIDES BEHAVIORAL HEALTH SERVICES. MA 501(C)(4) ADVOCATES INC 1 HORACE MANN EDUCATIONAL ASSOCIATES INC 8 FORGE PARKWAY EAST FRANKLIN MA 02038 042300014 EST. TO SUPPORT PEOPLE WITH DEV. DISABILITIES AND THEIR FAMILIES MA 501(C)(3) LINE 10 ADVOCATES INC 1 FCP INC 360 MERRIMACK STREET BLDG 9 LAWRENCE MA 01843 042867023 COUNSELING, SUPPORT MA 501(C)(3) LINE 10 ADVOCATES INC 1 BHMS INVESTMENT CORP 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043232477 PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. MA BEHAVIORAL HEALTH MANAGEMENT C 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC D 65331 ALTERNATIVE HOME INC D 104233 ADVOCATES NATICK VILLAGE CORPORATION D 53805 ADVOCATES CO-OP CORPORATION Q 65348 ALTERNATIVE HOME INC Q 87949 GREAT ROAD PROPERTIES INC D 236271 HORACE MANN EDUCATIONAL ASSOCIATES INC Q 2503772 ADVOCATES ALLIANCE VERNON ST CORPORATION Q 59271 FCP INC Q 372953