ADVOCATES INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES INC (EIN 23-7451423)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202101379349305095
Schema version
2019v5.2
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)
Return2021-05-17T13:00:54-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237451423EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATES INCBusinessNameLine1Txt
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
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6177610600PhoneNum
Preparation2021-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANE GOULDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$111,008,477GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ADVOCATESINC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionADVOCATES' MISSION IS TO HELP PEOPLE ACHIEVE THEIR HOPES AND DREAMS WITHIN THE FABRIC OF THEIR COMMUNITIES. WE PARTNER WITH PEOPLE WITH DISABILITIES, ELDERS, AND THOSE WITH OTHER CHALLENGES TO OVERCOME PERSONAL OBSTACLES AND SOCIETAL BARRIERS SO THAT THEY CAN OBTAIN AND KEEP THEIR HOMES, ENGAGE IN WORK AND OTHER MEANINGFUL ACTIVITIES, AND SUSTAIN SATISFYING RELATIONSHIPS. WE WORK TO INSPIRE COMMUNITIES TO CREATE OPPORTUNITIES FOR CONTRIBUTION AND PARTICIPATION BY ALL.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee1844TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,891,599PYContributionsGrantsAmt
CY Contributions Grants$1,809,421CYContributionsGrantsAmt
PY Program Service Revenue$97,249,797PYProgramServiceRevenueAmt
CY Program Service Revenue$106,616,091CYProgramServiceRevenueAmt
PY Investment Income$758,259PYInvestmentIncomeAmt
CY Investment Income$76,844CYInvestmentIncomeAmt
PY Other Revenue$1,476,090PYOtherRevenueAmt
CY Other Revenue$1,564,157CYOtherRevenueAmt
PY Total Revenue$101,375,745PYTotalRevenueAmt
CY Total Revenue$110,066,513CYTotalRevenueAmt
PY Grants And Similar Paid$16,451PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,790CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$69,703,964PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$77,317,604CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$287,913CYTotalFundraisingExpenseAmt
PY Other Expenses$28,007,024PYOtherExpensesAmt
CY Other Expenses$30,111,963CYOtherExpensesAmt
PY Total Expenses$97,727,439PYTotalExpensesAmt
CY Total Expenses$107,448,357CYTotalExpensesAmt
PY Revenues Less Expenses$3,648,306PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,618,156CYRevenuesLessExpensesAmt
Total Assets BOY$48,812,940TotalAssetsBOYAmt
Total Assets EOY$56,331,755TotalAssetsEOYAmt
Total Liabilities BOY$23,007,042TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,828,558TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,805,898NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,503,197NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionADVOCATES' MISSION IS TO HELP PEOPLE ACHIEVE THEIR HOPES AND DREAMS WITHIN THE FABRIC OF THEIR COMMUNITIES. WE PARTNER WITH PEOPLE WITH DISABILITIES, ELDERS, AND THOSE WITH OTHER CHALLENGES TO OVERCOME PERSONAL OBSTACLES AND SOCIETAL BARRIERS SO THAT THEY CAN OBTAIN AND KEEP THEIR HOMES, ENGAGE IN WORK AND OTHER MEANINGFUL ACTIVITIES, AND SUSTAIN SATISFYING RELATIONSHIPS. WE WORK TO INSPIRE COMMUNITIES TO CREATE OPPORTUNITES FOR CONTRIBUTION AND PARTICIPATION BY ALL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$48,526,798ExpenseAmt
Grant$18,790GrantAmt
Revenue$49,028,833RevenueAmt
DescBEHAVIORAL 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 15,000 INDIVIDUALS THROUGH 50 DIFFERENT PROGRAM LOCATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$33,406,307ExpenseAmt
Revenue$39,934,733RevenueAmt
DescDEVELOPMENTAL 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 1,300 INDIVIDUALS THROUGH 52 DIFFERENT PROGRAM LOCATIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$15,755,487ExpenseAmt
Revenue$17,652,525RevenueAmt
DescADULT 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 500 FAMILIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$97,688,592TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
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 EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document238IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1844EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
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)
Phone5086286300PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DANIEL M WEIR
VICE CHAIR/DIRECTOR1.00Yes (X)$0$0$0
MICHAEL SHERIDAN
TREASURER/DIRECTOR1.00Yes (X)$0$0$0
PATRICIA G VINTER
VICE CHAIR/DIRECTOR1.00Yes (X)$0$0$0
KAY H HODGE ESQ
DIRECTOR1.00Yes (X)$0$0$0
TIMOTHY P LEE
CLERK/DIRECTOR1.00Yes (X)$4,630$0$0
MARYROSE COINER
DIRECTOR1.00Yes (X)$0$0$0
CHARLENE JACOBS
DIRECTOR1.00Yes (X)$0$0$0
RICHARD WEISBLATT
DIRECTOR1.00Yes (X)$0$0$0
DENNIS MILLNER-HANLEY
ASSISTANT CLERK/DIRECTOR1.00Yes (X)$0$0$0
JESSICA KEMP
CHAIR/DIRECTOR1.00Yes (X)$0$0$0
WILLIAM DAVISON
DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE HUBBARD
DIRECTOR1.00Yes (X)$0$0$0
SEAN HUSE
DIRECTOR1.00Yes (X)$0$0$0
DIANE GOULD
PRESIDENT/CEO40.00$309,035$0$14,526Yes (X)
MARK VIRON
CHIEF MEDICAL OFFICER40.00$231,114$0$0Yes (X)
JEFFREY KEILSON
SR VICE PRESIDENT40.00$234,012$0$3,590Yes (X)
ELIZABETH A LACEY
SR VICE PRESIDENT40.00$220,529$0$22,513Yes (X)
ANNE PARKER
SR VICE PRESIDENT40.00$198,359$0$593Yes (X)
REGINA MARSHALL
SR VICE PRESIDENT40.00$193,810$0$3,663Yes (X)
KEITH NEAL
CFO40.00$207,714$0$22,575Yes (X)
ROBERT KARR
PSYCHIATRIST40.00$228,676$0$16,598Yes (X)
BRENDA SOARES
VICE PRESIDENT40.00$175,423$0$9,889Yes (X)
ROBERT JOHNSTON
PSYCHIATRIST40.00$226,093$0$14,204Yes (X)
KAREN WILLIAMS
VICE PRESIDENT40.00$164,684$0$0Yes (X)
AMY MORGAN
DIR. OF BEHAVIORAL HEALTH RES. SERVICES40.00$169,987$0$1,701Yes (X)
CHRISTOPHER GORDON
MEDICAL DIRECTOR32.00$147,408$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,711,474TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$109,852TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K45IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WAYSIDE YOUTH AND FAMILY
1 FREDERICK ABBOTT ROADFRAMINGHAMMA01701DIRECT CARE CONSULTANTS$417,581
KROKIDAS & BLUESTEIN LLP
600 ATLANTIC AVENUEBOSTONMA02210LEGAL SERVICES$166,773
KIESSLING TRANSIT INC
PO BOX 506ROCKLANDMA02370TRANSPORTATION SERVICES$157,608
PETER CHANG ENTERPRISES INC
28530 ORCHARD LAKE ROADFARMINGTON HILLSMI48334EHR SYSTEM CONSULTING$136,281
CBIZ & MHM LLC
500 BOYLSTON STREETBOSTONMA02116CONSULTANTS$127,303
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$983,769GovernmentGrantsAmt
All Other Contributions$825,652AllOtherContributionsAmt
Noncash Contributions$6,857NoncashContributionsAmt
Total Contributions$1,809,421TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUE900099$71,757,222$71,757,222
THIRD PARTY BILLINGS900099$31,228,619$31,228,619
RENTAL INC./SVC. FEES900099$3,630,250$3,630,250
FieldValueIRS element (for citing)
Total Program Service Revenue$106,616,091TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,673TotalRevenueColumnAmt
Exclusion$19,673ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$916,208OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$859,037OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$57,171OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,171TotalRevenueColumnAmt
Exclusion$57,171ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$266,321FundraisingGrossIncomeAmt
Fundraising Direct Expenses$82,927FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$183,394TotalRevenueColumnAmt
Exclusion$183,394ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MANAGEMENT FEE REVENUE900099$995,990$995,990
MISCELLANEOUS INCOME900099$384,773$384,773
FieldValueIRS element (for citing)
Other Revenue Total$1,380,763OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$110,066,513TotalRevenueColumnAmt
Related Or Exempt Func Income$106,616,091RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,641,001ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$18,790TotalAmt
Program Services$18,790ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$549,764TotalAmt
Management And General$549,764ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$64,167,860TotalAmt
Program Services$59,159,811ProgramServicesAmt
Management And General$4,844,782ManagementAndGeneralAmt
Fundraising$163,267FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$886,896TotalAmt
Program Services$805,715ProgramServicesAmt
Management And General$78,122ManagementAndGeneralAmt
Fundraising$3,059FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,172,729TotalAmt
Program Services$5,426,744ProgramServicesAmt
Management And General$706,987ManagementAndGeneralAmt
Fundraising$38,998FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,540,355TotalAmt
Program Services$5,414,349ProgramServicesAmt
Management And General$88,855ManagementAndGeneralAmt
Fundraising$37,151FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$167,473TotalAmt
Program Services$32,122ProgramServicesAmt
Management And General$135,351ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,363TotalAmt
Program Services-$4,285ProgramServicesAmt
Management And General$30,648ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,154,104TotalAmt
Program Services$666,663ProgramServicesAmt
Management And General$487,441ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$137,139TotalAmt
Program Services$79,582ProgramServicesAmt
Management And General$57,557ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$220,926TotalAmt
Program Services$121,928ProgramServicesAmt
Management And General$92,878ManagementAndGeneralAmt
Fundraising$6,120FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,533,479TotalAmt
Program Services$1,390,734ProgramServicesAmt
Management And General$1,136,240ManagementAndGeneralAmt
Fundraising$6,505FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,098,231TotalAmt
Program Services$5,340,031ProgramServicesAmt
Management And General$742,450ManagementAndGeneralAmt
Fundraising$15,750FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$608,294TotalAmt
Program Services$590,507ProgramServicesAmt
Management And General$17,725ManagementAndGeneralAmt
Fundraising$62FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$462,884TotalAmt
Program Services$453,251ProgramServicesAmt
Management And General$9,633ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,221,888TotalAmt
Program Services$2,104,512ProgramServicesAmt
Management And General$117,376ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$598,844TotalAmt
Program Services$487,963ProgramServicesAmt
Management And General$110,881ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STIPENDS$9,262,058$9,262,058
MEALS$1,421,723$1,397,519$22,640$1,564
TELEPHONE$1,001,790$942,425$59,365
SUPPLIES$993,509$993,509

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,203,258TotalAmt
Program Services$3,004,664ProgramServicesAmt
Management And General$183,157ManagementAndGeneralAmt
Fundraising$15,437FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$107,448,357TotalAmt
Program Services$97,688,592ProgramServicesAmt
Management And General$9,471,852ManagementAndGeneralAmt
Fundraising$287,913FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$767,843BOYAmt
EOY$1,076,322EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,854,212BOYAmt
EOY$11,134,480EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,653,633BOYAmt
EOY$11,371,017EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$883,735BOYAmt
EOY$1,312,451EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$44,448,886LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,891,176LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$27,043,033BOYAmt
EOY$27,557,710EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,936,879BOYAmt
EOY$3,126,511EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$673,605BOYAmt
EOY$753,264EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,812,940BOYAmt
EOY$56,331,755EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,942,562BOYAmt
EOY$13,202,937EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$183,585BOYAmt
EOY$585,340EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,731,653BOYAmt
EOY$5,343,284EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$759,506BOYAmt
EOY$1,079,306EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$6,389,736BOYAmt
EOY$7,617,691EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,007,042BOYAmt
EOY$27,828,558EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,168,045BOYAmt
EOY$26,874,365EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,637,853BOYAmt
EOY$1,628,832EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,805,898BOYAmt
EOY$28,503,197EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,812,940BOYAmt
EOY$56,331,755EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,618,156ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$79,143NetUnrlzdGainsLossesInvstAmt
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$1,926,574CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,417,848CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,836,098CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,891,599CurrentTaxYearMinus1YearAmt
Current Tax Year$1,809,421CurrentTaxYearAmt
Total$9,881,540TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,926,574CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,417,848CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,836,098CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,891,599CurrentTaxYearMinus1YearAmt
Current Tax Year$1,809,421CurrentTaxYearAmt
Total$9,881,540TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,161,428SubstantialContributorsTotAmt
Public Support Total170$8,720,112PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,038CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,108CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,400CurrentTaxYearMinus1YearAmt
Current Tax Year$19,673CurrentTaxYearAmt
Total$123,324TotalAmt
FieldValueIRS element (for citing)
Total Support$10,004,864TotalSupportAmt
Gross Receipts Rltd Activities$455,373,171GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87160PublicSupportCY170Pct
Public Support PY1700.84280PublicSupportPY170Pct
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

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,363,607OtherCostOrOtherBasisAmt
Book Value$4,363,607BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,628,132OtherCostOrOtherBasisAmt
Depreciation$7,031,921DepreciationAmt
Book Value$12,596,211BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,811,883OtherCostOrOtherBasisAmt
Depreciation$5,030,630DepreciationAmt
Book Value$8,781,253BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,288,863OtherCostOrOtherBasisAmt
Depreciation$2,889,025DepreciationAmt
Book Value-$600,162BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,356,401OtherCostOrOtherBasisAmt
Depreciation$1,939,600DepreciationAmt
Book Value$2,416,801BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$27,557,710TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$110,228,583TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$79,143NetUnrealizedGainsInvstAmt
Revenue Not Reported$79,143RevenueNotReportedAmt
Revenue Subtotal$110,149,440RevenueSubtotalAmt
Other Revenues Not Included-$82,927OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$82,927RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$110,066,513TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$107,531,284TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$82,927OtherExpensesIncludedAmt
Expenses Not Reported$82,927ExpensesNotReportedAmt
Expenses Subtotal$107,448,357ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$107,448,357TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 -82,927.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 82,927.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$266,321GrossReceiptsEvent1Amt
Gross Revenue Event1$266,321GrossRevenueEvent1Amt
Rent Facility Costs Event1$15,750RentFacilityCostsEvent1Amt
Food And Beverage Event1$46,373FoodAndBeverageEvent1Amt
Entertainment Event1$2,800EntertainmentEvent1Amt
Other Direct Expenses Event1$18,004OtherDirectExpensesEvent1Amt
Gross Receipts Total$266,321GrossReceiptsTotalAmt
Gross Revenue Total Events$266,321GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$15,750RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$46,373FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,800EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$18,004OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$82,927DirectExpenseSummaryEventsAmt
Net Income Summary$183,394NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGRANTS TO FAMILIES OF INDIVIDUALS WITH DISABILITIES.GrantTypeTxt
Recipient42RecipientCnt
Cash Grant$18,790CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSMALL 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DIANE GOULD
PRESIDENT/CEO$296,323$0$0$0$12,712$0$0$0$14,526$0$323,561$0$0$0
MARK VIRON
CHIEF MEDICAL OFFICER$230,891$0$0$0$223$0$0$0$0$0$231,114$0$0$0
JEFFREY KEILSON
SR VICE PRESIDENT$219,122$0$0$0$14,890$0$0$0$3,590$0$237,602$0$0$0
ELIZABETH A LACEY
SR VICE PRESIDENT$209,420$0$0$0$11,109$0$0$0$22,513$0$243,042$0$0$0
ANNE PARKER
SR VICE PRESIDENT$197,219$0$0$0$1,140$0$0$0$593$0$198,952$0$0$0
REGINA MARSHALL
SR VICE PRESIDENT$193,638$0$0$0$172$0$0$0$3,663$0$197,473$0$0$0
KEITH NEAL
CFO$207,414$0$0$0$300$0$0$0$22,575$0$230,289$0$0$0
ROBERT KARR
PSYCHIATRIST$225,583$0$700$0$2,393$0$0$0$16,598$0$245,274$0$0$0
BRENDA SOARES
VICE PRESIDENT$170,360$0$700$0$4,363$0$0$0$9,889$0$185,312$0$0$0
ROBERT JOHNSTON
PSYCHIATRIST$225,221$0$700$0$172$0$0$0$14,204$0$240,297$0$0$0
KAREN WILLIAMS
VICE PRESIDENT$163,394$0$700$0$590$0$0$0$0$0$164,684$0$0$0
AMY MORGAN
DIR. OF BEHAVIORAL HEALTH RES. SERVI$101,704$0$0$0$68,283$0$0$0$1,701$0$171,688$0$0$0
CHRISTOPHER GORDON
MEDICAL DIRECTOR$139,719$0$0$0$7,689$0$0$0$0$0$147,408$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4AAMY MORGAN RECEIVED A SEVERANCE PAYMENT OF $64,615 IN CALENDAR 2019.
PART I, LINE 7A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2019 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS DEVELOPMENT FINANCE AGENCYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2012-10-25BondIssuedDt
Issue Price$8,500,000IssuePriceAmt
PurposePURCHASE, CONSTRUCTION, RENOVATION OF PROPERTIES AND REFUNDING TAXABLE DEBTPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$8,500,000TotalProceedsAmt
Issuance Costs From Proceeds$170,000IssuanceCostsFromProceedsAmt
Capital Expenditures$2,123,932CapitalExpendituresAmt
Other Spent Proceeds$6,206,068OtherSpentProceedsAmt
Substantial Completion2014SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BADVOCATES 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 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 BOARD COMMITTEE. THE UNINVOLVED MEMBERS WOULD ASSESS THE TRANSACTION AND AUTHORIZE OR REJECT THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15THE 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 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. 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ADVOCATES PROPERTIES INC
1881 WORCESTER ROADFRAMINGHAMMA01701222473987PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ADVOCATES CO-OPS CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043541791PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
GREAT ROAD PROPERTIES
1881 WORCESTER ROADFRAMINGHAMMA01701043269615PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ADVOCATES NATICK VILLAGE CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043418316PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ADVOCATESALLIANCE VERNON ST CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701331132409PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
ALTERNATIVE HOME INC
1881 WORCESTER ROADFRAMINGHAMMA01701042572143PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7ADVOCATES INCYes (1)
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
1881 WORCESTER ROADFRAMINGHAMMA01701043185166PROVIDES BEHAVIORAL HEALTH SERVICES.MA501(C)(4)ADVOCATES INCYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BHMS INVESTMENT CORPBusinessNameLine1Txt

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 OrganizationYes (1)ControlledOrganizationInd
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 OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
D$65,331
ALTERNATIVE HOME INC
D$104,233
ADVOCATES NATICK VILLAGE CORPORATION
D$53,805
ADVOCATES CO-OP CORPORATION
Q$80,557
ALTERNATIVE HOME INC
Q$74,493

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