ADVOCATES INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES INC (EIN 23-7451423)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-04-26
IRS object ID
201641179349300004
Schema version
2014v6.0
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)
Return2016-04-26T07:46:08-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ TOFIASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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)
PersonJAMES MILLSPersonNm
Person TitleCFOPersonTitleTxt
Phone5086286300PhoneNum
Signature2016-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6177610600PhoneNum
Preparation2016-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDIANE GOULDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROADAddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$78,435,573GrossReceiptsAmt
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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee1568TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,821,735PYContributionsGrantsAmt
CY Contributions Grants$1,966,637CYContributionsGrantsAmt
PY Program Service Revenue$68,688,158PYProgramServiceRevenueAmt
CY Program Service Revenue$75,472,547CYProgramServiceRevenueAmt
PY Investment Income$64,608PYInvestmentIncomeAmt
CY Investment Income$31,095CYInvestmentIncomeAmt
PY Other Revenue$437,199PYOtherRevenueAmt
CY Other Revenue$411,101CYOtherRevenueAmt
PY Total Revenue$71,011,700PYTotalRevenueAmt
CY Total Revenue$77,881,380CYTotalRevenueAmt
PY Grants And Similar Paid$5,944PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,277CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$48,408,572PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$52,896,776CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$211,165CYTotalFundraisingExpenseAmt
PY Other Expenses$21,154,041PYOtherExpensesAmt
CY Other Expenses$23,021,711CYOtherExpensesAmt
PY Total Expenses$69,568,557PYTotalExpensesAmt
CY Total Expenses$75,934,764CYTotalExpensesAmt
PY Revenues Less Expenses$1,443,143PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,946,616CYRevenuesLessExpensesAmt
Total Assets BOY$35,216,082TotalAssetsBOYAmt
Total Assets EOY$37,762,532TotalAssetsEOYAmt
Total Liabilities BOY$20,191,181TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,767,319TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,024,901NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,995,213NetAssetsOrFundBalancesEOYAmt
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$33,916,898ExpenseAmt
Grant$16,277GrantAmt
Revenue$33,143,002RevenueAmt
DescMENTAL HEALTH - OPERATED RESIDENTIAL AND DAY PROGRAMS THAT HELPED PEOPLE WITH PSYCHIATRIC ILLNESS, SUBSTANCE ABUSE OR OTHER CHALLENGES IN LIVING. DURING THE YEAR THE AGENCY DELIVERED SERVICES TO APPROXIMATELY 9,800 INDIVIDUALS THROUGH 59 DIFFERENT PROGRAM LOCATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$22,961,305ExpenseAmt
Revenue$29,368,617RevenueAmt
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 1000 INDIVIDUALS THROUGH 56 DIFFERENT PROGRAM LOCATIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$11,729,838ExpenseAmt
Revenue$13,327,390RevenueAmt
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 450 FAMILIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$68,608,041TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document96IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1568EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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 Line1JAMES MILLS 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 (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DANIEL M WEIR
VICE CHAIR/DIRECTOR1.00Yes (X)$0$0$0
MICHAEL SHERIDAN
TREASURER/DIRECTOR1.00Yes (X)$0$0$0
KAY H HODGE ESQ
DIRECTOR1.00Yes (X)$0$0$0
MARYROSE COINER
DIRECTOR1.00Yes (X)$0$0$0
TIMOTHY P LEE
CLERK/DIRECTOR1.00Yes (X)$4,215$0$0
CHARLENE JACOBS
DIRECTOR1.00Yes (X)$0$0$0
ROBERT J HARRINGTON
VICE CHAIR/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 T DAVISON
DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE HUBBARD
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA G VINTER
DIRECTOR1.00Yes (X)$0$0$0
OSWALD RAMBARRAN
DIRECTOR1.00Yes (X)$0$0$0
PAUL SHEIBER
DIRECTOR1.00Yes (X)$0$0$0
JAMES MILLS
CFO40.00$214,663$0$27,305Yes (X)
DIANE GOULD
PRESIDENT/CEO40.00$269,487$0$15,720Yes (X)
CHRISTOPHER GORDON
MEDICAL DIRECTOR40.00$288,184$0$16,940Yes (X)
JEFFREY KEILSON
SENIOR VICE PRESIDENT40.00$202,917$0$12,822Yes (X)
ELIZABETH A LACEY
SENIOR VICE PRESIDENT40.00$177,835$0$22,540Yes (X)
CHRISTINE PEARSON
VP OF HR40.00$128,519$0$5,417Yes (X)
ANNE PARKER
SENIOR VICE PRESIDENT40.00$92,635$0$306Yes (X)
AMIT GRANOT
ASSISTANT MEDICAL DIRECTOR40.00$179,999$0$8,405Yes (X)
ROBERT KARR
PSYCHIATRIST40.00$190,726$0$24,805Yes (X)
THOMAS WAGNER
VICE PRESIDENT40.00$128,179$0$18,548Yes (X)
ROBERT JOHNSTON
PSYCHIATRIST40.00$181,773$0$18,222Yes (X)
DANNY VAN LEEUWEN
VICE PRESIDENT40.00$123,007$0$12,373Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,182,139TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$183,403TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
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$620,185
SOUTH MIDDLESEX OPPORTUNITY COUNCIL
300 HOWARD STREETFRAMINGHAMMA01701DIRECT CARE CONSULTANTS$355,959
KIESLING TRANSIT INC
PO BOX 506ROCKLANDMA02370TRANSPORTATION SERVICES$194,832
ARBOUR FULLER HOSPITAL
200 MAY STREETSOUTH ATTLEBOROMA02703DIRECT CARE CONSULTANTS$130,000
KROKIDAS & BLUESTEIN
600 ATLANTIC AVE 19TH FLOORBOSTONMA02210ATTORNEYS$107,266
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$923,945GovernmentGrantsAmt
All Other Contributions$1,042,692AllOtherContributionsAmt
Noncash Contributions$6,531NoncashContributionsAmt
Total Contributions$1,966,637TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUE900099$48,898,976$48,898,976
THIRD PARTY BILLINGS900099$23,851,655$23,851,655
RENTAL INC./SVC. FEES900099$2,721,916$2,721,916
FieldValueIRS element (for citing)
Total Program Service Revenue$75,472,547TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,793TotalRevenueColumnAmt
Exclusion$25,793ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$532,100OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$526,798OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$5,302OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,302TotalRevenueColumnAmt
Exclusion$5,302ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$72,034FundraisingGrossIncomeAmt
Fundraising Direct Expenses$27,395FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,639TotalRevenueColumnAmt
Exclusion$44,639ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS INCOME900099$327,187$327,187
MANAGEMENT FEE REVENUE900099$39,275$39,275
FieldValueIRS element (for citing)
Other Revenue Total$366,462OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,881,380TotalRevenueColumnAmt
Related Or Exempt Func Income$75,839,009RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$75,734ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$16,277TotalAmt
Program Services$16,277ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,343,482TotalAmt
Management And General$1,343,482ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$42,529,276TotalAmt
Program Services$39,463,872ProgramServicesAmt
Management And General$2,891,971ManagementAndGeneralAmt
Fundraising$173,433FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$529,276TotalAmt
Program Services$483,587ProgramServicesAmt
Management And General$44,028ManagementAndGeneralAmt
Fundraising$1,661FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,512,742TotalAmt
Program Services$4,004,435ProgramServicesAmt
Management And General$488,952ManagementAndGeneralAmt
Fundraising$19,355FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,982,000TotalAmt
Program Services$3,658,411ProgramServicesAmt
Management And General$306,873ManagementAndGeneralAmt
Fundraising$16,716FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$106,455TotalAmt
Program Services$40,418ProgramServicesAmt
Management And General$66,037ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$88,069TotalAmt
Program Services$32,242ProgramServicesAmt
Management And General$55,827ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$796,727TotalAmt
Program Services$361,116ProgramServicesAmt
Management And General$435,611ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$128,444TotalAmt
Program Services$75,937ProgramServicesAmt
Management And General$52,507ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$189,415TotalAmt
Program Services$17,052ProgramServicesAmt
Management And General$172,363ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$712,825TotalAmt
Program Services$464,260ProgramServicesAmt
Management And General$248,565ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,632,439TotalAmt
Program Services$4,120,149ProgramServicesAmt
Management And General$512,290ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$851,013TotalAmt
Program Services$844,743ProgramServicesAmt
Management And General$6,270ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$354,054TotalAmt
Program Services$344,394ProgramServicesAmt
Management And General$9,660ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,322,652TotalAmt
Program Services$1,235,704ProgramServicesAmt
Management And General$86,948ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$379,268TotalAmt
Program Services$340,006ProgramServicesAmt
Management And General$39,262ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STIPENDS$7,817,021$7,817,021
SUBCONTRACT CARE$1,254,761$1,254,761
SUPPLIES$935,051$935,051
MEALS$904,913$889,960$14,953$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,548,604TotalAmt
Program Services$2,208,645ProgramServicesAmt
Management And General$339,959ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,934,764TotalAmt
Program Services$68,608,041ProgramServicesAmt
Management And General$7,115,558ManagementAndGeneralAmt
Fundraising$211,165FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$562,210BOYAmt
EOY$663,551EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,266,317BOYAmt
EOY$5,898,521EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,266,617BOYAmt
EOY$7,389,904EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$12,014BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$439,955BOYAmt
EOY$328,281EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,919,787LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,524,499LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,741,860BOYAmt
EOY$21,395,288EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,231,614BOYAmt
EOY$1,396,640EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$695,495BOYAmt
EOY$690,347EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,216,082BOYAmt
EOY$37,762,532EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,651,601BOYAmt
EOY$8,627,279EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$152,421BOYAmt
EOY$205,203EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,988,847BOYAmt
EOY$7,651,413EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$436,878BOYAmt
EOY$500,535EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,961,434BOYAmt
EOY$3,782,889EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,191,181BOYAmt
EOY$20,767,319EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,477,350BOYAmt
EOY$15,468,474EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,547,551BOYAmt
EOY$1,526,739EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,024,901BOYAmt
EOY$16,995,213EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,216,082BOYAmt
EOY$37,762,532EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,946,616ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$23,696NetUnrlzdGainsLossesInvstAmt
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$1,309,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,219,988CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,494,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,821,735CurrentTaxYearMinus1YearAmt
Current Tax Year$1,966,637CurrentTaxYearAmt
Total$7,812,227TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,309,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,219,988CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,494,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,821,735CurrentTaxYearMinus1YearAmt
Current Tax Year$1,966,637CurrentTaxYearAmt
Total$7,812,227TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,084,779SubstantialContributorsTotAmt
Public Support Total170$6,727,448PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,203CurrentTaxYearMinus1YearAmt
Current Tax Year$25,793CurrentTaxYearAmt
Total$177,210TotalAmt
FieldValueIRS element (for citing)
Total Support$7,989,437TotalSupportAmt
Gross Receipts Rltd Activities$323,310,923GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84200PublicSupportCY170Pct
Public Support PY1700.88020PublicSupportPY170Pct
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$1,975DirectContactLegislatorsAmt
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Rallies Demonstrations$3,000RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$4,975TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationADVOCATES EMPLOYEES CONTACTED STATE LEGISLATORS BY PHONE, EMAIL AND IN PERSON TO ENCOURAGE THEM TO SUPPORT INCREASED FUNDING FOR HUMAN SERVICE PROGRAMS, AND TO MAINTAIN OR EXPAND EXISTING PROGRAMS. THEY ALSO PARTICIPATED IN RALLIES AT THE STATE HOUSE IN SUPPORT OF INCREASED FUNDING AND PROTECTION OF HUMAN SERVICE PROGRAMS.ExplanationTxt

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$3,335,987OtherCostOrOtherBasisAmt
Book Value$3,335,987BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,982,910OtherCostOrOtherBasisAmt
Depreciation$4,521,095DepreciationAmt
Book Value$10,461,815BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,223,730OtherCostOrOtherBasisAmt
Depreciation$2,469,319DepreciationAmt
Book Value$5,754,411BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,877,474OtherCostOrOtherBasisAmt
Depreciation$1,192,625DepreciationAmt
Book Value$684,849BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,499,686OtherCostOrOtherBasisAmt
Depreciation$2,341,460DepreciationAmt
Book Value$1,158,226BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,395,288TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$77,932,471TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$23,696NetUnrealizedGainsInvstAmt
Other Revenue$27,395OtherRevenueAmt
Revenue Not Reported$51,091RevenueNotReportedAmt
Revenue Subtotal$77,881,380RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$77,881,380TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$75,962,159TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$27,395OtherExpensesIncludedAmt
Expenses Not Reported$27,395ExpensesNotReportedAmt
Expenses Subtotal$75,934,764ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$75,934,764TotalExpensesPerForm990Amt

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 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 27,395.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 27,395.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BEST KEPT SECRETEvent1Nm
Gross Receipts Event1$72,034GrossReceiptsEvent1Amt
Gross Revenue Event1$72,034GrossRevenueEvent1Amt
Food And Beverage Event1$7,934FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$19,461OtherDirectExpensesEvent1Amt
Gross Receipts Total$72,034GrossReceiptsTotalAmt
Gross Revenue Total Events$72,034GrossRevenueTotalEventsAmt
Food And Beverage Total Events$7,934FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$19,461OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$27,395DirectExpenseSummaryEventsAmt
Net Income Summary$44,639NetIncomeSummaryAmt

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
Recipient37RecipientCnt
Cash Grant$16,277CashGrantAmt

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 Payment0SeverancePaymentInd
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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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
JAMES MILLS
CFO$197,192$0$0$0$17,471$0$0$0$27,305$0$241,968$0$0$0
DIANE GOULD
PRESIDENT/CEO$246,465$0$0$0$23,022$0$0$0$15,720$0$285,207$0$0$0
CHRISTOPHER GORDON
MEDICAL DIRECTOR$256,385$0$0$0$31,799$0$0$0$16,940$0$305,124$0$0$0
JEFFREY KEILSON
SENIOR VICE PRESIDENT$193,698$0$0$0$9,219$0$9,288$0$3,534$0$215,739$0$0$0
ELIZABETH A LACEY
SENIOR VICE PRESIDENT$169,082$0$0$0$8,753$0$780$0$21,760$0$200,375$0$0$0
AMIT GRANOT
ASSISTANT MEDICAL DIRECTOR$170,407$0$0$0$9,592$0$0$0$8,405$0$188,404$0$0$0
ROBERT KARR
PSYCHIATRIST$190,318$0$0$0$408$0$0$0$24,805$0$215,531$0$0$0
ROBERT JOHNSTON
PSYCHIATRIST$181,638$0$0$0$135$0$0$0$18,222$0$199,995$0$0$0

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
CUSIPNONEAVAILCUSIPNum
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
Current Refunding0CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
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 YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
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 11ADVOCATES 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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ADVOCATES PROPERTIES INC
1881 WORCESTER ROADFRAMINGHAMMA01701222473987PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATES CO-OPS CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043541791PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
GREAT ROAD PROPERTIES
1881 WORCESTER ROADFRAMINGHAMMA01701043269615PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATES NATICK VILLAGE CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701043418316PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATESALLIANCE VERNON ST CORPORATION
1881 WORCESTER ROADFRAMINGHAMMA01701331132409PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ALTERNATIVE HOME INC
1881 WORCESTER ROADFRAMINGHAMMA01701042572143PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATES COMMUNITY COUNSELING INC
1881 WORCESTER ROADFRAMINGHAMMA01701237090385TO PROVIDE OUTPATIENT COUNSELING SERVICES.MA501(C)(3)LINE 11A, IN/AYes (1)
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
1881 WORCESTER ROADFRAMINGHAMMA01701043185166PROVIDES BEHAVIORAL HEALTH SERVICES.MA501(C)(4)N/AYes (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 (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
ADVOCATES CO-OPS CORPORATION
Q$96,546
ALTERNATIVE HOME INC
D$104,233
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
D$65,331
GREAT ROAD PROPERTIES INC
D$115,507
ADVOCATES NATICK VILLAGE CORPORATION
D$53,805
ADVOCATES PROPERTIES INC
Q$50,466
ALTERNATIVE HOME INC
Q$93,786

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