ADVOCATES INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES INC (EIN 23-7451423)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-04-02
IRS object ID
201530929349301003
Schema version
2013v4.0
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)
Return2015-04-02T14:00:29-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ TOFIASBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237451423EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATES INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlADVOBusinessNameControlTxt
Phone5086286300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CLARKS HILL SUITE 305AddressLine1
CityFRAMINGHAMCity
StateMAState
ZIP Code01702ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MILLSPersonNm
Person TitleCFOPersonTitleTxt
Phone5086286300PhoneNum
Signature2015-03-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6177610600PhoneNum
Preparation2015-03-27PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANE GOULDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CLARKS HILL SUITE 305AddressLine1
CityFRAMINGHAMCity
StateMAState
ZIP Code01702ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$71,122,392GrossReceiptsAmt
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 Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee1488TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,494,844PYContributionsGrantsAmt
CY Contributions Grants$1,821,735CYContributionsGrantsAmt
PY Program Service Revenue$63,261,592PYProgramServiceRevenueAmt
CY Program Service Revenue$68,688,158CYProgramServiceRevenueAmt
PY Investment Income$60,966PYInvestmentIncomeAmt
CY Investment Income$64,608CYInvestmentIncomeAmt
PY Other Revenue$329,935PYOtherRevenueAmt
CY Other Revenue$437,199CYOtherRevenueAmt
PY Total Revenue$65,147,337PYTotalRevenueAmt
CY Total Revenue$71,011,700CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,944CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,138,103PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$48,408,572CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$155,040CYTotalFundraisingExpenseAmt
PY Other Expenses$19,279,349PYOtherExpensesAmt
CY Other Expenses$21,154,041CYOtherExpensesAmt
PY Total Expenses$64,417,452PYTotalExpensesAmt
CY Total Expenses$69,568,557CYTotalExpensesAmt
PY Revenues Less Expenses$729,885PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,443,143CYRevenuesLessExpensesAmt
Total Assets BOY$32,434,680TotalAssetsBOYAmt
Total Assets EOY$35,216,082TotalAssetsEOYAmt
Total Liabilities BOY$18,916,613TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,191,181TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,518,067NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,024,901NetAssetsOrFundBalancesEOYAmt
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$33,703,587ExpenseAmt
Grant$5,944GrantAmt
Revenue$32,606,147RevenueAmt
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$19,805,688ExpenseAmt
Revenue$25,031,020RevenueAmt
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$10,111,909ExpenseAmt
Revenue$11,448,781RevenueAmt
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 400 FAMILIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$63,621,184TotalProgramServiceExpensesAmt
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 Document121IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1488EmployeeCnt
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
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 CFOBusinessNameLine1
FieldValueIRS element (for citing)
Phone5086286300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CLARKS HILL SUITE 305AddressLine1
CityFRAMINGHAMCity
StateMAState
ZIP Code01702ZIPCode

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
CHAIR/DIRECTOR1.00Yes (X)$0$0$0
MICHAEL SHERIDAN
TREASURER/DIRECTOR1.00Yes (X)$0$0$0
KAY H HODGE ESQ
3 RD VICE CHAIR/DIRECTOR1.00Yes (X)$0$0$0
MARYROSE COINER
DIRECTOR1.00Yes (X)$0$0$0
TIMOTHY P LEE
CLERK/DIRECTOR1.00Yes (X)$4,125$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
DIRECTOR1.00Yes (X)$0$0$0
JESSICA KEMP
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM T DAVISON
DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE HUBBARD
DIRECTOR1.00Yes (X)$0$0$0
PAUL SHEIBER
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA G VINTER
DIRECTOR1.00Yes (X)$0$0$0
OSWALD RAMBARRAN
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM TAYLOR
PRESIDENT/CEO (UNTIL 8/22/13)40.00$218,059$0$14,590Yes (X)
JAMES MILLS
CFO40.00$209,479$0$26,805Yes (X)
DIANE GOULD
PRESIDENT/CEO (AS OF 8/22/13)40.00$249,647$0$15,599Yes (X)
CHRISTOPHER GORDON
MEDICAL DIRECTOR40.00$284,345$0$19,312Yes (X)
JEFFREY KEILSON
SENIOR VICE PRESIDENT40.00$194,746$0$12,427Yes (X)
ELIZABETH A LACEY
SENIOR VICE PRESIDENT40.00$138,694$0$22,747Yes (X)
CHRISTINE PEARSON
VP OF HR40.00$121,163$0$4,812Yes (X)
AMIT GRANOT
ASSISTANT MEDICAL DIRECTOR40.00$199,102$0$8,267Yes (X)
ROBERT KARR
PSYCHIATRIST40.00$193,560$0$24,612Yes (X)
KENNETH BATES
VICE PRESIDENT40.00$126,597$0$3,109Yes (X)
THOMAS WAGNER
VICE PRESIDENT40.00$129,138$0$12,260Yes (X)
ROBERT JOHNSTON
PSYCHIATRIST40.00$182,093$0$18,121Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,250,748TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$182,661TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K17IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
WAYSIDE YOUTH AND FAMILY
1 FREDERICK ABBOTT ROADFRAMINGHAMMA01701DIRECT CARE CONSULTANTS$488,787
SOUTH MIDDLESEX OPPORTUNITY COUNCIL
300 HOWARD STREETFRAMINGHAMMA01701DIRECT CARE CONSULTANTS$397,659
KIESLING TRANSIT INC
PO BOX 506ROCKLANDMA02370TRANSPORTATION SERVICES$258,624
ARBOUR FULLER HOSPITAL
200 MAY STREETSOUTH ATTLEBOROMA02703DIRECT CARE CONSULTANTS$166,300
KROKIDAS & BLUESTEIN
600 ATLANTIC AVE 19TH FLOORBOSTONMA02210ATTORNEYS$164,578
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$676,844GovernmentGrantsAmt
All Other Contributions$1,144,891AllOtherContributionsAmt
Noncash Contributions$6,153NoncashContributionsAmt
Total Contributions$1,821,735TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUE900099$43,748,589$43,748,589
THIRD PARTY BILLINGS900099$22,004,092$22,004,092
RENTAL INC./SVC. FEES900099$2,935,477$2,935,477
FieldValueIRS element (for citing)
Total Program Service Revenue$68,688,158TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,203TotalRevenueColumnAmt
Exclusion$25,203ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$66,258SecuritiesAmt
Other$56,574OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$58,393SecuritiesAmt
Other$25,034OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,865SecuritiesAmt
Other$31,540OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,405TotalRevenueColumnAmt
Exclusion$39,405ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$66,674FundraisingGrossIncomeAmt
Fundraising Direct Expenses$27,265FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,409TotalRevenueColumnAmt
Exclusion$39,409ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS INCOME900099$358,684$358,684
MANAGEMENT FEE REVENUE900099$39,106$39,106
FieldValueIRS element (for citing)
Other Revenue Total$397,790OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,011,700TotalRevenueColumnAmt
Related Or Exempt Func Income$69,085,948RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$104,017ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,944TotalAmt
Program Services$5,944ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,365,695TotalAmt
Management And General$1,365,695ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$38,352,898TotalAmt
Program Services$36,369,027ProgramServicesAmt
Management And General$1,863,675ManagementAndGeneralAmt
Fundraising$120,196FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$454,000TotalAmt
Program Services$415,025ProgramServicesAmt
Management And General$37,786ManagementAndGeneralAmt
Fundraising$1,189FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,471,910TotalAmt
Program Services$4,036,017ProgramServicesAmt
Management And General$416,568ManagementAndGeneralAmt
Fundraising$19,325FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,764,069TotalAmt
Program Services$3,489,319ProgramServicesAmt
Management And General$263,966ManagementAndGeneralAmt
Fundraising$10,784FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$134,683TotalAmt
Program Services$73,161ProgramServicesAmt
Management And General$61,522ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$55,997TotalAmt
Program Services$31,397ProgramServicesAmt
Management And General$24,600ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$682,452TotalAmt
Program Services$485,527ProgramServicesAmt
Management And General$194,395ManagementAndGeneralAmt
Fundraising$2,530FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$117,091TotalAmt
Program Services$69,739ProgramServicesAmt
Management And General$47,352ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$194,135TotalAmt
Program Services$26,907ProgramServicesAmt
Management And General$166,712ManagementAndGeneralAmt
Fundraising$516FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$968,687TotalAmt
Program Services$432,102ProgramServicesAmt
Management And General$536,085ManagementAndGeneralAmt
Fundraising$500FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,237,041TotalAmt
Program Services$3,863,588ProgramServicesAmt
Management And General$373,453ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$903,343TotalAmt
Program Services$897,663ProgramServicesAmt
Management And General$5,680ManagementAndGeneralAmt

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$1,262,466TotalAmt
Program Services$1,150,770ProgramServicesAmt
Management And General$111,696ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$306,124TotalAmt
Program Services$264,025ProgramServicesAmt
Management And General$42,099ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STIPENDS$6,130,207$6,130,207
SUBCONTRACT CARE$1,337,549$1,337,549
MEALS$820,021$811,885$8,136$0
SUPPLIES$763,402$763,402

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,886,789TotalAmt
Program Services$2,623,536ProgramServicesAmt
Management And General$263,253ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$69,568,557TotalAmt
Program Services$63,621,184ProgramServicesAmt
Management And General$5,792,333ManagementAndGeneralAmt
Fundraising$155,040FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$897,576BOYAmt
EOY$562,210EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,025,465BOYAmt
EOY$3,266,317EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,957,759BOYAmt
EOY$7,266,617EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$24,009BOYAmt
EOY$12,014EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$485,068BOYAmt
EOY$439,955EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,133,969LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,392,109LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,220,417BOYAmt
EOY$21,741,860EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,050,002BOYAmt
EOY$1,231,614EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$774,384BOYAmt
EOY$695,495EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,434,680BOYAmt
EOY$35,216,082EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,826,281BOYAmt
EOY$7,651,601EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$167,368BOYAmt
EOY$152,421EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,316,881BOYAmt
EOY$7,988,847EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$370,990BOYAmt
EOY$436,878EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,235,093BOYAmt
EOY$3,961,434EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,916,613BOYAmt
EOY$20,191,181EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,942,845BOYAmt
EOY$13,477,350EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,575,222BOYAmt
EOY$1,547,551EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,518,067BOYAmt
EOY$15,024,901EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,434,680BOYAmt
EOY$35,216,082EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,443,143ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$63,691NetUnrlzdGainsLossesInvstAmt
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$1,629,360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,309,023CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,219,988CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,494,844CurrentTaxYearMinus1YearAmt
Current Tax Year$1,821,735CurrentTaxYearAmt
Total$7,474,950TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,629,360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,309,023CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,219,988CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,494,844CurrentTaxYearMinus1YearAmt
Current Tax Year$1,821,735CurrentTaxYearAmt
Total$7,474,950TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$731,564SubstantialContributorsTotAmt
Public Support Total170$6,743,386PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,953CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,390CurrentTaxYearMinus1YearAmt
Current Tax Year$25,203CurrentTaxYearAmt
Total$186,323TotalAmt
FieldValueIRS element (for citing)
Total Support$7,661,273TotalSupportAmt
Gross Receipts Rltd Activities$301,773,662GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88020PublicSupportCY170Pct
Public Support PY1700.93400PublicSupportPY170Pct
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$32,850DirectContactLegislatorsAmt
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Rallies Demonstrations$3,000RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$35,850TotalLobbyingExpendituresAmt
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. ADVOCATES ALSO EMPLOYED AN OUTSIDE LOBBYIST TO ASSIST IN ARRANGING MEETINGS WITH LEGISLATORS AND OTHER STATE OFFICIALS IN THE PURSUIT OF FUNDING OPPORTUNITIES.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$3,361,349OtherCostOrOtherBasisAmt
Book Value$3,361,349BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,122,323OtherCostOrOtherBasisAmt
Depreciation$4,036,051DepreciationAmt
Book Value$11,086,272BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,625,450OtherCostOrOtherBasisAmt
Depreciation$2,259,184DepreciationAmt
Book Value$5,366,266BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,663,872OtherCostOrOtherBasisAmt
Depreciation$965,225DepreciationAmt
Book Value$698,647BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,360,975OtherCostOrOtherBasisAmt
Depreciation$2,131,649DepreciationAmt
Book Value$1,229,326BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,741,860TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$71,102,656TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$63,691NetUnrealizedGainsInvstAmt
Other Revenue$27,265OtherRevenueAmt
Revenue Not Reported$90,956RevenueNotReportedAmt
Revenue Subtotal$71,011,700RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$71,011,700TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$69,595,822TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$27,265OtherExpensesIncludedAmt
Expenses Not Reported$27,265ExpensesNotReportedAmt
Expenses Subtotal$69,568,557ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$69,568,557TotalExpensesPerForm990Amt

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 27,265.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 27,265.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1BEST KEPT SECRETNameOfEvent1Amt
Gross Receipts Event1$66,674GrossReceiptsEvent1Amt
Gross Revenue Event1$66,674GrossRevenueEvent1Amt
Food And Beverage Event1$6,975FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$20,290OtherDirectExpensesEvent1Amt
Gross Receipts Total$66,674GrossReceiptsTotalAmt
Gross Revenue Total Events$66,674GrossRevenueTotalEventsAmt
Food And Beverage Total Events$6,975FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$20,290OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$27,265DirectExpenseSummaryEventsAmt
Net Income Summary$39,409NetIncomeSummaryAmt

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
Recipient14RecipientCnt
Cash Grant$5,944CashGrantAmt

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 PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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
WILLIAM TAYLOR
PRESIDENT/CEO (UNTIL 8/22/13)$193,196$0$0$0$24,863$0$0$0$14,590$0$232,649$0$0$0
JAMES MILLS
CFO$192,504$0$0$0$16,975$0$0$0$26,805$0$236,284$0$0$0
DIANE GOULD
PRESIDENT/CEO (AS OF 8/22/13)$233,393$0$0$0$16,254$0$0$0$15,599$0$265,246$0$0$0
CHRISTOPHER GORDON
MEDICAL DIRECTOR$249,178$0$0$0$35,167$0$0$0$19,312$0$303,657$0$0$0
JEFFREY KEILSON
SENIOR VICE PRESIDENT$185,437$0$0$0$9,309$0$8,898$0$3,529$0$207,173$0$0$0
ELIZABETH A LACEY
SENIOR VICE PRESIDENT$132,712$0$0$0$5,982$0$780$0$21,967$0$161,441$0$0$0
AMIT GRANOT
ASSISTANT MEDICAL DIRECTOR$189,490$0$250$0$9,362$0$0$0$8,267$0$207,369$0$0$0
ROBERT KARR
PSYCHIATRIST$190,533$0$250$0$2,777$0$0$0$24,612$0$218,172$0$0$0
ROBERT JOHNSTON
PSYCHIATRIST$181,733$0$250$0$110$0$0$0$18,121$0$200,214$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationAMIT GRANOT, ROBERT KARR, AND ROBERT JOHNSTON EACH RECEIVED A DISCRETIONARY BONUS OF $250.ExplanationTxt

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 AGENCYBusinessNameLine1
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ADVOCATES PROPERTIES INC
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702222473987PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATES CO-OPS CORPORATION
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702043541791PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
GREAT ROAD PROPERTIES
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702043269615PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATES NATICK VILLAGE CORPORATION
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702043418316PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATESALLIANCE VERNON ST CORPORATION
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702331132409PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ALTERNATIVE HOME INC
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702042572143PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(C)(3)LINE 7N/AYes (1)
ADVOCATES COMMUNITY COUNSELING INC
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702237090385TO PROVIDE OUTPATIENT COUNSELING SERVICES.MA501(C)(3)LINE 11A, IN/AYes (1)
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
ONE CLARKS HILL SUITE 305FRAMINGHAMMA01702043185166PROVIDES 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 CORPBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CLARKS HILL SUITE 305AddressLine1
CityFRAMINGHAMCity
StateMAState
ZIP Code01702ZIPCode
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 MANAGEMENTBusinessNameLine1
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$85,483
ALTERNATIVE HOME INC
Q$67,930
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
D$65,331
GREAT ROAD PROPERTIES INC
D$115,507
ALTERNATIVE HOME INC
D$104,233
ADVOCATES NATICK VILLAGE CORPORATION
D$53,805
ADVOCATES PROPERTIES INC
Q$51,051

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