2016-04-26T07:46:08-05:00 2015-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2014-07-01 237451423 ADVOCATES INC ADVO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 JAMES MILLS CFO 5086286300 2016-04-22 1 CRAIG KLEIN P00734640 6177610600 2016-04-08 2014 2016-08-17 19:52:53Z X DIANE GOULD 1881 WORCESTER ROAD FRAMINGHAM MA 01701 78435573 0 X WWW.ADVOCATESINC.ORG X 1975 MA ADVOCATES' 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. 14 14 1568 75 0 0 1821735 1966637 68688158 75472547 64608 31095 437199 411101 71011700 77881380 5944 16277 0 0 48408572 52896776 0 0 211165 21154041 23021711 69568557 75934764 1443143 1946616 35216082 37762532 20191181 20767319 15024901 16995213 X ADVOCATES' 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. 0 0 33916898 16277 33143002 MENTAL 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. 22961305 29368617 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 1000 INDIVIDUALS THROUGH 56 DIFFERENT PROGRAM LOCATIONS. 11729838 13327390 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 450 FAMILIES. 68608041 1 1 0 1 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 96 0 1 1568 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X JAMES MILLS 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 KAY H HODGE ESQ DIRECTOR 1.00 X 0 0 0 MARYROSE COINER DIRECTOR 1.00 X 0 0 0 TIMOTHY P LEE CLERK/DIRECTOR 1.00 X 4215 0 0 CHARLENE JACOBS DIRECTOR 1.00 X 0 0 0 ROBERT J HARRINGTON VICE CHAIR/DIRECTOR 1.00 X 0 0 0 RICHARD WEISBLATT DIRECTOR 1.00 X 0 0 0 DENNIS MILLNER-HANLEY ASSISTANT CLERK/DIRECTOR 1.00 X 0 0 0 JESSICA KEMP CHAIR/DIRECTOR 1.00 X 0 0 0 WILLIAM T DAVISON DIRECTOR 1.00 X 0 0 0 CHRISTINE HUBBARD DIRECTOR 1.00 X 0 0 0 PATRICIA G VINTER DIRECTOR 1.00 X 0 0 0 OSWALD RAMBARRAN DIRECTOR 1.00 X 0 0 0 PAUL SHEIBER DIRECTOR 1.00 X 0 0 0 JAMES MILLS CFO 40.00 X 214663 0 27305 DIANE GOULD PRESIDENT/CEO 40.00 X 269487 0 15720 CHRISTOPHER GORDON MEDICAL DIRECTOR 40.00 X 288184 0 16940 JEFFREY KEILSON SENIOR VICE PRESIDENT 40.00 X 202917 0 12822 ELIZABETH A LACEY SENIOR VICE PRESIDENT 40.00 X 177835 0 22540 CHRISTINE PEARSON VP OF HR 40.00 X 128519 0 5417 ANNE PARKER SENIOR VICE PRESIDENT 40.00 X 92635 0 306 AMIT GRANOT ASSISTANT MEDICAL DIRECTOR 40.00 X 179999 0 8405 ROBERT KARR PSYCHIATRIST 40.00 X 190726 0 24805 THOMAS WAGNER VICE PRESIDENT 40.00 X 128179 0 18548 ROBERT JOHNSTON PSYCHIATRIST 40.00 X 181773 0 18222 DANNY VAN LEEUWEN VICE PRESIDENT 40.00 X 123007 0 12373 2182139 0 183403 19 0 1 0 WAYSIDE YOUTH AND FAMILY 1 FREDERICK ABBOTT ROAD FRAMINGHAM MA 01701 DIRECT CARE CONSULTANTS 620185 SOUTH MIDDLESEX OPPORTUNITY COUNCIL 300 HOWARD STREET FRAMINGHAM MA 01701 DIRECT CARE CONSULTANTS 355959 KIESLING TRANSIT INC PO BOX 506 ROCKLAND MA 02370 TRANSPORTATION SERVICES 194832 ARBOUR FULLER HOSPITAL 200 MAY STREET SOUTH ATTLEBORO MA 02703 DIRECT CARE CONSULTANTS 130000 KROKIDAS & BLUESTEIN 600 ATLANTIC AVE 19TH FLOOR BOSTON MA 02210 ATTORNEYS 107266 5 923945 1042692 6531 1966637 CONTRACT REVENUE 900099 48898976 48898976 THIRD PARTY BILLINGS 900099 23851655 23851655 RENTAL INC./SVC. FEES 900099 2721916 2721916 75472547 25793 25793 532100 526798 5302 5302 5302 72034 27395 44639 44639 MISCELLANEOUS INCOME 900099 327187 327187 MANAGEMENT FEE REVENUE 900099 39275 39275 366462 77881380 75839009 0 75734 16277 16277 1343482 1343482 42529276 39463872 2891971 173433 529276 483587 44028 1661 4512742 4004435 488952 19355 3982000 3658411 306873 16716 106455 40418 66037 88069 32242 55827 796727 361116 435611 128444 75937 52507 189415 17052 172363 712825 464260 248565 4632439 4120149 512290 851013 844743 6270 354054 344394 9660 1322652 1235704 86948 379268 340006 39262 STIPENDS 7817021 7817021 SUBCONTRACT CARE 1254761 1254761 SUPPLIES 935051 935051 MEALS 904913 889960 14953 0 2548604 2208645 339959 75934764 68608041 7115558 211165 562210 663551 3266317 5898521 7266617 7389904 12014 439955 328281 31919787 10524499 21741860 21395288 1231614 1396640 695495 690347 35216082 37762532 7651601 8627279 152421 205203 7988847 7651413 436878 500535 3961434 3782889 20191181 20767319 X 13477350 15468474 1547551 1526739 15024901 16995213 35216082 37762532 1946616 23696 0 X 0 1 X 1 1 1 X 1309023 1219988 1494844 1821735 1966637 7812227 1309023 1219988 1494844 1821735 1966637 7812227 1084779 6727448 49953 36871 39390 25203 25793 177210 7989437 323310923 0.84200 0.88020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1975 1 3000 0 4975 0 PART II-B, LINE 1: ADVOCATES 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. 0 1 X 3335987 3335987 14982910 4521095 10461815 8223730 2469319 5754411 1877474 1192625 684849 3499686 2341460 1158226 21395288 X 77932471 23696 27395 51091 77881380 0 77881380 75962159 27395 27395 75934764 0 75934764 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. BEST KEPT SECRET 72034 72034 7934 19461 72034 72034 7934 19461 27395 44639 1 GRANTS TO FAMILIES OF INDIVIDUALS WITH DISABILITIES. 37 16277 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 0 0 JAMES MILLS CFO 197192 0 0 0 17471 0 0 0 27305 0 241968 0 0 0 DIANE GOULD PRESIDENT/CEO 246465 0 0 0 23022 0 0 0 15720 0 285207 0 0 0 CHRISTOPHER GORDON MEDICAL DIRECTOR 256385 0 0 0 31799 0 0 0 16940 0 305124 0 0 0 JEFFREY KEILSON SENIOR VICE PRESIDENT 193698 0 0 0 9219 0 9288 0 3534 0 215739 0 0 0 ELIZABETH A LACEY SENIOR VICE PRESIDENT 169082 0 0 0 8753 0 780 0 21760 0 200375 0 0 0 AMIT GRANOT ASSISTANT MEDICAL DIRECTOR 170407 0 0 0 9592 0 0 0 8405 0 188404 0 0 0 ROBERT KARR PSYCHIATRIST 190318 0 0 0 408 0 0 0 24805 0 215531 0 0 0 ROBERT JOHNSTON PSYCHIATRIST 181638 0 0 0 135 0 0 0 18222 0 199995 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 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 1 0 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11 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 N/A 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 N/A 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 N/A 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 N/A 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 N/A 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 N/A 1 ADVOCATES COMMUNITY COUNSELING INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 237090385 TO PROVIDE OUTPATIENT COUNSELING SERVICES. MA 501(C)(3) LINE 11A, I N/A 1 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043185166 PROVIDES BEHAVIORAL HEALTH SERVICES. MA 501(C)(4) N/A 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 ADVOCATES CO-OPS CORPORATION Q 96546 ALTERNATIVE HOME INC D 104233 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC D 65331 GREAT ROAD PROPERTIES INC D 115507 ADVOCATES NATICK VILLAGE CORPORATION D 53805 ADVOCATES PROPERTIES INC Q 50466 ALTERNATIVE HOME INC Q 93786