ADVOCATES INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES INC (EIN 23-7451423)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-04-15
IRS object ID
201101059349300625
Schema version
2009v1.7
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)
Timestamp2011-04-15T16:05:13-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CBIZ TofiasBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1350 Massachusetts AvenueAddressLine1
CityCambridgeCity
StateMAState
ZIP Code02139ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237451423EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ADVOCATES INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlADVONameControl
Phone5086286300Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
Namejames millsName
TitlecfoTitle
Phone5086286300Phone
Date Signed2011-04-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCraig KleinName
Phone6177610600Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer Personjames millsNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1ONE CLARKS HILL SUITE 305AddressLine1
CityFRAMINGHAMCity
StateMAState
ZIP Code01702ZIPCode
FieldValueIRS element (for citing)
Gross Receipts56233306GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.ADVOCATESINC.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1975YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionADVOCATES' 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees1227TotalNbrEmployees
Total Nbr Volunteers75TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1523597ContributionsGrantsPriorYear
Contributions Grants Current Year1629360ContributionsGrantsCurrentYear
Program Service Revenue Prior Year46702548ProgramServiceRevenuePriorYear
Program Service Revenue CY54007320ProgramServiceRevenueCY
Investment Income Prior Year92836InvestmentIncomePriorYear
Investment Income Current Year4548InvestmentIncomeCurrentYear
Other Revenue Prior Year206925OtherRevenuePriorYear
Other Revenue Current Year200261OtherRevenueCurrentYear
Total Revenue Prior Year48525906TotalRevenuePriorYear
Total Revenue Current Year55841489TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year34425513SalariesEtcPriorYear
Salaries Etc Current Year39438020SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year47119TotalFundrsngExpCurrentYear
Other Expense Prior Year12758697OtherExpensePriorYear
Other Expenses Current Year15060380OtherExpensesCurrentYear
Total Expenses Prior Year47184210TotalExpensesPriorYear
Total Expenses Current Year54498400TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1341696RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1343089RevenuesLessExpensesCY
Total Assets BOY23700072TotalAssetsBOY
Total Assets EOY25365524TotalAssetsEOY
Total Liabilities BOY14540950TotalLiabilitiesBOY
Total Liabilities EOY15130024TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY9159122NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY10235500NetAssetsOrFundBalancesEOY
Mission DescriptionADVOCATES' 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense28176400Expense
Revenue30757135Revenue
DescriptionMENTAL 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 62 DIFFERENT PROGRAM LOCATIONS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense21299335Expense
Revenue23250185Revenue
DescriptionDEVELOPMENTAL 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 720 INDIVIDUALS THROUGH 62 DIFFERENT PROGRAM LOCATIONS.Description
FieldValueIRS element (for citing)
Total Program Service Expense49475735TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096125NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1227NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1James Mills CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5086286300TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1One Clarks Hill Suite 305AddressLine1
CityFraminghamCity
StateMAState
ZIP Code01702ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
DANIEL M WEIR
CHAIR/DIRECTOR1.00X000
ROBERT J HARRINGTON
VICE CHAIR/DIRECTOR1.00X000
KAY H HODGE ESQ
2ND VICE CHAIR/DIRECTOR1.00X000
MICHAEL SHERIDAN
TREASURER/DIRECTOR1.00X000
TIMOTHY PLEE
CLERK/DIRECTOR1.00X318100
MARYROSE COINER
DIRECTOR1.00X000
CHARLENE JACOBS
DIRECTOR1.00X000
RICHARD WEISBLATT
DIRECTOR1.00X000
GERALD D ROSEN
DIRECTOR1.00X000
DENNIS MILNER-HANLEY
ASSISTANT CLERK/DIRECTOR1.00X000
JESSICA KEMP
DIRECTOR1.00X000
WILLIAM T DAVISON
DIRECTOR1.00X000
christine hubbard
diRECTOR1.00X000
WILLIAM TAYLOR
PRESIDENT/CEO40.00274253019345X
JAMES MILLS
CFO40.00176447020441X
DIANE GOULD
EXECUTIVE VICE PRESIDENT40.00193856013282X
CHRISTOPhER GORDON
medical director36.00238824014673X
RUTH HARRIGAN
VP40.0014953409009X
AMIT GRANOT
assistant medical director40.0019900706958X
PAUL GASS
VP40.0018654904990X
christopher buckley
director of IT40.00120811014387X
jeffrey keilson
VP36.0012565504672X
elizabeth lacey
director of res services40.0011239404860X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1780511TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation112617TotalOtherCompensation
Number Individuals GT100 K16NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
kiesling transit inc
po box 506rocklandMA02370transportation services316540
shorten construction
62 woodside roadspencerMA01562construction263332
WAYSIDE YOUTH & FAMILY
1 frederick abbott roadFRAMINGHAMMA01701direct care consultants219000
bernard katz md pc
22 rosaline roadnewton centerMA02459clinical consultant136425
KROKIDAS & BLUESTEIN
600 ATLANTIC AVENUE 19TH FLOORBOSTONMA02210LEGAL SERVICEs133085
FieldValueIRS element (for citing)
Number Of Contractors GT100 K8NumberOfContractorsGT100K
Federated Campaigns50917FederatedCampaigns
Government Grants640423GovernmentGrants
All Other Contributions938020AllOtherContributions
Total Contributions1629360TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONTRACT REVENUE9000993666756236667562
third party billings9000991417804914178049
rental inc./svc. fees90009927834572783457
VISITING NURSE ASSOC.900099378252378252
FieldValueIRS element (for citing)
Total Program Service Revenue54007320TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column34906TotalRevenueColumn
Exclusion$34,906ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other361459Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other391817Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-30358Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-30358TotalRevenueColumn
Related Or Exempt Function Income-30358RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MISCELLANEOUS INCOME900099161472161472
MANAGEMENT FEE REVENUE9000993878938789
FieldValueIRS element (for citing)
Total Other Revenue200261TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column55841489TotalRevenueColumn
Related Or Exempt Function Income54177223RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$34,906ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total618412Total
Management And General618412ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total32275122Total
Program Services29978316ProgramServices
Management And General2265423ManagementAndGeneral
Fundraising31383Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total325000Total
Program Services299975ProgramServices
Management And General24700ManagementAndGeneral
Fundraising325Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total3469655Total
Program Services3201215ProgramServices
Management And General264779ManagementAndGeneral
Fundraising3661Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2749831Total
Program Services2544998ProgramServices
Management And General201946ManagementAndGeneral
Fundraising2887Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total154278Total
Program Services11388ProgramServices
Management And General142890ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total48780Total
Program Services30ProgramServices
Management And General48750ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total802869Total
Program Services728365ProgramServices
Management And General74504ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total46324Total
Program Services39481ProgramServices
Management And General6843ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total146535Total
Program Services18812ProgramServices
Management And General125523ManagementAndGeneral
Fundraising2200Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total779046Total
Program Services380529ProgramServices
Management And General398517ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3899694Total
Program Services3576981ProgramServices
Management And General322713ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total809175Total
Program Services800677ProgramServices
Management And General8498ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total478534Total
Program Services475725ProgramServices
Management And General2809ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1058866Total
Program Services952089ProgramServices
Management And General106777ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total201381Total
Program Services169109ProgramServices
Management And General32272ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
STIPENDS20208592020859
SUBCONTRACT CARE12607571260757
MEALS7173447124804864
SUPPLIES54029248048159811
TELEPHONE52069948388336816

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1574947Total
Program Services1339585ProgramServices
Management And General228699ManagementAndGeneral
Fundraising6663Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total54498400Total
Program Services49475735ProgramServices
Management And General4975546ManagementAndGeneral
Fundraising47119Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY590240BOY
EOY1291089EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1842607BOY
EOY3518996EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY4625520BOY
EOY4641401EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY71988BOY
EOY59993EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY194863BOY
EOY299506EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis20007575LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec5618701LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY14986146BOY
EOY14388874EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY513744BOY
EOY605240EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY22142BOY
EOY22142EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY852822BOY
EOY538283EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY23700072BOY
EOY25365524EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4654547BOY
EOY5325861EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY79176BOY
EOY81540EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY313376BOY
EOY444349EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY9493851BOY
EOY9278274EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY14540950BOY
EOY15130024EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7502165BOY
EOY8613252EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1656957BOY
EOY1622248EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9159122BOY
EOY10235500EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY23700072BOY
EOY25365524EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years887625CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1721700CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1208548CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1523597CurrentTaxYearMinus1Year
Current Tax Year1629360CurrentTaxYear
Total6970830Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years887625CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1721700CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1208548CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1523597CurrentTaxYearMinus1Year
Current Tax Year1629360CurrentTaxYear
Total6970830Total
FieldValueIRS element (for citing)
Public Support Total1706970830PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years13009CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years43946CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years39687CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year42194CurrentTaxYearMinus1Year
Current Tax Year34906CurrentTaxYear
Total173742Total
FieldValueIRS element (for citing)
Total Support7144572TotalSupport
Gross Receipts From Admissions Etc222694900GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.97570PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97910PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$6,800DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB6800TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1964608OtherCostOrOtherBasis
Book Value1964608BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis10326681OtherCostOrOtherBasis
Depreciation2333669Depreciation
Book Value7993012BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis4570998OtherCostOrOtherBasis
Depreciation1342629Depreciation
Book Value3228369BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis585385OtherCostOrOtherBasis
Depreciation349115Depreciation
Book Value236270BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2559903OtherCostOrOtherBasis
Depreciation1593288Depreciation
Book Value966615BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings14388874TotalOfBookValueLandBuildings
Total Revenue55841489TotalRevenue
Total Expenses54498400TotalExpenses
Excess Or Deficit For Year1343089ExcessOrDeficitForYear
Net Unrealized GL On Investments17578NetUnrealizedGLOnInvestments
Other-$284,289OtherAmount
Total Adjustments-266711TotalAdjustments
Excess Or Deficit Per FS1076378ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt55877104TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments17578NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities18037DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99035615RevenueNotRptdF990
Revenue Subtotal55841489RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99055841489TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt54516437TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities18037DonatedServicesUseOfFacilities
Expenses Not Rptd F99018037ExpensesNotRptdF990
Expenses Subtotal54498400ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99054498400TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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: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 a tax position; however, the Organization has determined that such tax position does 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.Description of Uncertain Tax Positions Under FIN 48:
PART XI, LINE 8 - other adjustments: transfer of assets to affiliates: -284,289

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
WILLIAM TAYLOR
24564700028606000193450293598000
JAMES MILLS
16170000014747000204410196888000
DIANE GOULD
18156400012292000132820207138000
CHRISTOPhER GORDON
21394800024876000146730253497000
RUTH HARRIGAN
143069000646500090090158543000
AMIT GRANOT
190616000839100069580205965000
PAUL GASS
7426300011228600049900191539000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 4aPAUL GASS RECEIVED A LUMP SUM SEVERANCE PAYMENT OF $89,167 (BEFORE TAXES) ON JULY 17, 2009.
Part I, Line 7

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanation
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 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNA
Advocates Properties Inc
One Clarks Hill Suite 305FraminghamMA01702222473987PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(c)(3)Line 7N/A
Advocates Co-ops Corporation
one Clarks Hill Suite 305framinghamMA01702043541791PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(c)(3)Line 7N/A
Great Road Properties
one Clarks Hill Suite 305framinghamMA01702043269615PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(c)(3)Line 7N/A
Advocates Natick Village Corporation
one Clarks Hill Suite 305framinghamMA01702043418316PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(c)(3)Line 7N/A
AdvocatesAlliance Vernon St Corporation
one Clarks Hill Suite 305framinghamMA01702331132409PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(c)(3)Line 7N/A
Alternative Home Inc
one Clarks Hill Suite 305framinghamMA01702042572143PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(c)(3)Line 7N/A
Advocates Community Counseling Inc
one Clarks Hill Suite 305framinghamMA01702237090385PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES.MA501(c)(3)Line 11a, IN/A
Behavioral Health Management Solutions Inc
one Clarks Hill Suite 305framinghamMA01702043185166provides behavioral health services.MA501(c)(4)N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1BHMS Investment CorpBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1One Clarks Hill Suite 305AddressLine1
CityFraminghamCity
StateMAState
ZIP Code01702ZIPCode
FieldValueIRS element (for citing)
EIN043232477EIN
Primary Activityprovides management information systems consulting services.PrimaryActivity
Legal Domicile StateMALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1behavioral health managementBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
ADVOCATES CO-OPS CORPORATION
P61951
alternative home inc
P75820
behavioral health management solutions inc
D65262
great road properties inc
D115507
alternative home inc
D104234
advocates natick village corporation
D53805

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.