2023-05-15T14:23:45-05:00 2022-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-07-01 237451423 ADVOCATES INC ADVO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 KEITH NEAL CFO 5086286300 2023-05-11 1 KEITH NEAL 999009999 BRENDA L BOOTH P01342395 6177610600 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DIANE GOULD 1881 WORCESTER ROAD FRAMINGHAM MA 01701 134378016 0 X WWW.ADVOCATESINC.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. 15 15 1913 75 0 0 5508377 5786832 114529146 127214676 20417 -133802 1322446 1218923 121380386 134086629 46490 37686 0 0 84403928 93713714 0 0 250439 32032308 35184645 116482726 128936045 4897660 5150584 63185375 68889354 29075236 29955889 34110139 38933465 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 57614843 37686 55291677 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 28,769 INDIVIDUALS THROUGH 62 DIFFERENT PROGRAM LOCATIONS. 41091638 53284183 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 966 INDIVIDUALS THROUGH 152 DIFFERENT PROGRAM LOCATIONS. 17154679 18638816 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 3,340 INDIVIDUALS AND FAMILIES THROUGH 7 PROGRAM LOCATIONS. 115861160 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 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 1 220 0 1 1913 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 1.00 X 0 0 0 KAY H HODGE ESQ DIRECTOR 1.00 X 0 0 0 TIMOTHY P LEE CLERK/DIRECTOR (UNTIL 8/21) 1.00 X 2320 0 0 ALEX FIDALGO DIRECTOR 1.00 X 0 0 0 CHARLENE JACOBS DIRECTOR 1.00 X 0 0 0 RICHARD WEISBLATT DIRECTOR (UNTIL 12/21) 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 SHUNDA MCGAHEE DIRECTOR 1.00 X 0 0 0 CHRISTINE HUBBARD DIRECTOR 1.00 X 0 0 0 SEAN HUSE DIRECTOR (UNTIL 3/22) 1.00 X 0 0 0 CRAIG DAVIS 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 DIANE GOULD PRESIDENT/CEO 40.00 X 317884 0 30970 JEFFREY KEILSON SR VICE PRESIDENT 40.00 X 249915 0 12536 ANNE PARKER SR VICE PRESIDENT 40.00 X 225494 0 9108 REGINA MARSHALL SR VICE PRESIDENT 40.00 X 240611 0 5848 KEITH NEAL CFO 40.00 X 243988 0 34675 MARK VIRON CMO 40.00 X 281005 0 9743 ROBERT KARR PSYCHIATRIST 40.00 X 265127 0 35815 BRENDA SOARES VICE PRESIDENT 40.00 X 192029 0 18648 ROBERT JOHNSTON PSYCHIATRIST 40.00 X 256681 0 20306 KAREN WILLIAMS VICE PRESIDENT 40.00 X 205168 0 6926 JANINE TAYLOR VICE PRESIDENT 40.00 X 186126 0 23200 2666348 0 207775 89 0 1 0 WAYSIDE YOUTH AND FAMILY 1 FREDERICK ABBOTT ROAD FRAMINGHAM MA 01701 DIRECT CARE CONSULTANTS 669838 STONEHAM STAFFING GROUP P O BOX 1907 WAKEFIELD MA 01880 STAFFING 493819 KROKIDAS & BLUESTEIN LLP 600 ATLANTIC AVENUE BOSTON MA 02210 LEGAL SERVICES 163963 PETER CHANG ENTERPRISES INC 28530 ORCHARD LAKE ROAD FARMINGTON HILLS MI 48334 EHR SYSTEM CONSULTING 139110 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 CONSULTANTS 138375 5 4498065 1288767 2076 5786832 CONTRACT REVENUE 900099 86126190 86126190 THIRD PARTY BILLINGS 900099 37438262 37438262 RENTAL INC./SVC. FEES 900099 3650224 3650224 127214676 5732 5732 73080 212614 -139534 -139534 -139534 209694 78773 130921 130921 MANAGEMENT FEE REVENUE 900099 669814 669814 MISCELLANEOUS INCOME 900099 418188 418188 1088002 134086629 127214676 0 1085121 37686 37686 578973 578973 1062186 1062186 77156815 71804846 5142366 209603 951618 854596 94594 2428 7402504 6416343 967230 18931 6561618 6347843 195103 18672 216333 74859 141474 82045 44344 37701 2520448 1753353 767095 173978 96071 77907 181954 42327 139627 2231207 219651 2010751 805 7295685 6567158 728527 639511 635216 4295 450076 440443 9633 2229636 2164084 65552 902460 478329 424131 STIPENDS 10940470 10940470 MEALS 1460993 1438841 22152 TELEPHONE 1015070 932573 82497 PROGRAM SUPPORT 967936 967936 3876843 3604191 272652 128936045 115861160 12824446 250439 1019819 1376474 16232999 21247637 11881742 14694634 1862905 1090968 46461276 20447263 27488088 26014013 3944319 3408782 755503 1056846 63185375 68889354 15050578 14045320 343517 2502502 4943072 4531117 1022803 1379458 7715266 7497492 29075236 29955889 X 32505524 37591586 1604615 1341879 34110139 38933465 63185375 68889354 5150584 -327258 0 X 0 1 X 1 1 1 X 1836098 1891599 1809421 5508377 5786832 16832327 1836098 1891599 1809421 5508377 5786832 16832327 1035653 15796674 12108 29400 19673 9917 5732 76830 16909157 533075896 0.93420 0.93060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4551838 4551838 20201390 8336579 11864811 15189994 6828107 8361887 1837588 1667605 169983 4680466 3614972 1065494 26014013 X 133838144 -327258 -327258 134165402 -78773 -78773 134086629 129014818 78773 78773 128936045 0 128936045 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 -78,773. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 78,773. GALA 209694 209694 11694 22449 44630 209694 209694 11694 22449 44630 78773 130921 1 GRANTS TO FAMILIES OF INDIVIDUALS WITH DISABILITIES. 85 37686 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 304222 0 0 0 13662 0 11603 0 19367 0 348854 0 0 0 ROBERT KARR PSYCHIATRIST 252783 0 7350 0 4994 0 8775 0 27040 0 300942 0 0 0 MARK VIRON CMO 262122 0 6250 0 12633 0 9743 0 0 0 290748 0 0 0 KEITH NEAL CFO 226401 0 6250 0 11337 0 8440 0 26235 0 278663 0 0 0 ROBERT JOHNSTON PSYCHIATRIST 252155 0 4322 0 204 0 0 0 20306 0 276987 0 0 0 JEFFREY KEILSON SR VICE PRESIDENT 229934 0 4400 0 15581 0 8635 0 3901 0 262451 0 0 0 REGINA MARSHALL SR VICE PRESIDENT 232051 0 6275 0 2285 0 1947 0 3901 0 246459 0 0 0 ANNE PARKER SR VICE PRESIDENT 219880 0 4300 0 1314 0 8030 0 1078 0 234602 0 0 0 KAREN WILLIAMS VICE PRESIDENT 193722 0 6250 0 5196 0 6926 0 0 0 212094 0 0 0 BRENDA SOARES VICE PRESIDENT 183667 0 6575 0 1787 0 7003 0 11645 0 210677 0 0 0 JANINE TAYLOR VICE PRESIDENT 165624 0 6575 0 13927 0 6467 0 16733 0 209326 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2021 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 A 8500000 170000 2123932 6206068 2014 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 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 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 56849 ALTERNATIVE HOME INC Q 90303 ADVOCATESALLIANCE VERNON ST CORPORATION Q 52003 GREAT ROAD PROPERTIES INC D 232541