2013-02-14T14:49:40-06:00 2012-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2011-07-01 331132409 ADVOCATES ALLIANCE VERNON ST CORPORATION ADVO 5086286300 ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 JAMES MILLS 5086286300 2013-02-12 1 CRAIG KLEIN P00734640 6177610600 2011 2016-03-07 17:11:31Z DANIEL M WEIR ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 81579 0 X N/A X 2006 MA TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES. 5 5 0 5 0 0 38227 43936 40045 37618 20 25 0 0 78292 81579 0 0 0 0 38040 38040 0 0 0 145811 158330 183851 196370 -105559 -114791 2782295 2689690 1443110 1465296 1339185 1224394 TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES. 0 0 186879 37618 PROVIDED COMMUNITY RESIDENCES FOR NINE INDIVIDUALS WITH INTELLECTUAL AND/OR PHYSICAL DISABILITIES. 186879 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MA X JAMES MILLS CFO 5086286300 ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 DANIEL M WEIR 1.00 X X 0 0 0 ROBERT J HARRINGTON 1.00 X 0 0 0 JESSICA KEMP 1.00 X 0 0 0 MICHAEL SHERIDAN 1.00 X X 0 0 0 TIMOTHY P LEE 1.00 X X 0 3594 0 0 3594 0 0 0 0 0 0 43936 43936 RENTAL INCOME 531110 37618 37618 37618 25 25 81579 37618 0 25 30827 30827 4377 4377 2836 2836 3648 3648 5843 5843 43487 43487 98897 98897 4698 4698 EQUIPMENT RENTAL/MAINT. 1360 1360 BANK CHARGES 199 199 TAXES AND FEES 100 100 BAD DEBTS 98 98 196370 186879 9491 0 10266 47298 11397 15600 36847 1904 2869654 244766 2723785 2624888 2782295 2689690 56407 78590 1377742 1377742 8961 8964 1443110 1465296 X 125985 11194 1213200 1213200 1339185 1224394 2782295 2689690 -114791 0 X 0 1 1 X 1 1 X 537284 696749 38227 43936 1316196 537284 696749 38227 43936 1316196 1316196 9 13 20 25 67 1316263 90545 0.99990 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150000 150000 2719654 244766 2474888 2624888 DUE TO AFFILIATES 6970 SECURITY DEPOSITS HELD 1994 8964 81579 196370 -114791 -114791 81579 0 81579 0 81579 196370 0 196370 0 196370 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 AS THEIR ONLY SIGNIFICANT TAX POSITION; 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. FORM 990, PART VI, SECTION A, LINE 3 ADVOCATES, INC. CHARGES MANAGEMENT FEES TO ITS RELATED ENTITIES FOR ADMINISTRATIVE SERVICES PROVIDED DURING THE YEAR. ALL MANAGEMENT FEES CHARGED WERE CONSISTENT WITH THE MANAGEMENT AGREEMENT. TOTAL FEES INCURRED BY ADVOCATES / ALLIANCE VERNON ST. TO ADVOCATES, INC. FOR ACCOUNTING AND PROPERTY MANAGEMENT SERVICES FOR THE YEAR ENDED JUNE 30, 2012 AMOUNTED TO $3,648. FORM 990, PART VI, SECTION B, LINE 11 A COMPLETE DRAFT IS PROVIDED TO THE BOARD OF DIRECTORS WHO ARE POLLED FOR ANY QUESTIONS, COMMENTS OR CONCERNS. IF THERE ARE ANY QUESTIONS, COMMENTS OR CONCERNS, THEY ARE ADDRESSED AND RESOLVED BEFORE THE RETURN IS 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. NO COMPENSATION IS AWARDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE A MATTER OF PUBLIC RECORD, AVAILABLE THROUGH FILINGS TO THE OPERATIONAL SERVICES DIVISION OF THE COMMONWEALTH OF MASSACHUSETTS. THIS INFORMATION IS AVAILABLE THROUGH THE OSD WEBSITE. 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 INC ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 237451423 PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS. MA 501(C)(3) LINE 7 N/A 0 ADVOCATES CO-OPS CORPORATION ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 043541791 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 ADVOCATES PROPERTIES INC ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 222473987 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 ALTERNATIVE HOME INC ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 042572143 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 NATICK VILLAGE CORPORATION ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 043418316 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 043185166 PROVIDES BEHAVIORAL HEALTH SERVICES. MA 501(C)(4) N/A ADVOCATES INC 0 GREAT ROAD PROPERTIES INC ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 043269615 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 ADVOCATES COMMUNITY COUNSELING INC ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 237090385 PROVIDES OUTPATIENT COUNSELING SERVICES. MA 501(C)(3) LINE 11A, I ADVOCATES INC 0 BHMS INVESTMENT CORPORATION ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 043232477 PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. MA BEHAVIORAL HEALTH MANAGEMENT C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0