2011-04-15T16:05:13-05:00 2010-06-30 CBIZ Tofias 350 Massachusetts Avenue Cambridge MA 02139 990 2009-07-01 237451423 ADVOCATES INC ADVO 5086286300 ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 james mills 5086286300 2011-04-15 1 Craig Klein 6177610600 2009 2016-02-24 21:20:13Z james mills ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 56233306 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. 13 13 1227 75 0 0 1523597 1629360 46702548 54007320 92836 4548 206925 200261 48525906 55841489 0 0 34425513 39438020 0 47119 12758697 15060380 47184210 54498400 1341696 1343089 23700072 25365524 14540950 15130024 9159122 10235500 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 28176400 30757135 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 62 DIFFERENT PROGRAM LOCATIONS. 21299335 23250185 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 720 INDIVIDUALS THROUGH 62 DIFFERENT PROGRAM LOCATIONS. 49475735 1 1 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 125 0 1 1227 1 0 0 0 0 0 0 0 0 0 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X James Mills CFO 5086286300 One Clarks Hill Suite 305 Framingham MA 01702 DANIEL M WEIR 1.00 X 0 0 0 ROBERT J HARRINGTON 1.00 X 0 0 0 KAY H HODGE ESQ 1.00 X 0 0 0 MICHAEL SHERIDAN 1.00 X 0 0 0 TIMOTHY PLEE 1.00 X 3181 0 0 MARYROSE COINER 1.00 X 0 0 0 CHARLENE JACOBS 1.00 X 0 0 0 RICHARD WEISBLATT 1.00 X 0 0 0 GERALD D ROSEN 1.00 X 0 0 0 DENNIS MILNER-HANLEY 1.00 X 0 0 0 JESSICA KEMP 1.00 X 0 0 0 WILLIAM T DAVISON 1.00 X 0 0 0 christine hubbard 1.00 X 0 0 0 WILLIAM TAYLOR 40.00 X 274253 0 19345 JAMES MILLS 40.00 X 176447 0 20441 DIANE GOULD 40.00 X 193856 0 13282 CHRISTOPhER GORDON 36.00 X 238824 0 14673 RUTH HARRIGAN 40.00 X 149534 0 9009 AMIT GRANOT 40.00 X 199007 0 6958 PAUL GASS 40.00 X 186549 0 4990 christopher buckley 40.00 X 120811 0 14387 jeffrey keilson 36.00 X 125655 0 4672 elizabeth lacey 40.00 X 112394 0 4860 1780511 0 112617 16 0 1 0 kiesling transit inc po box 506 rockland MA 02370 transportation services 316540 shorten construction 62 woodside road spencer MA 01562 construction 263332 WAYSIDE YOUTH & FAMILY 1 frederick abbott road FRAMINGHAM MA 01701 direct care consultants 219000 bernard katz md pc 22 rosaline road newton center MA 02459 clinical consultant 136425 KROKIDAS & BLUESTEIN 600 ATLANTIC AVENUE 19TH FLOOR BOSTON MA 02210 LEGAL SERVICEs 133085 8 50917 640423 938020 1629360 CONTRACT REVENUE 900099 36667562 36667562 third party billings 900099 14178049 14178049 rental inc./svc. fees 900099 2783457 2783457 VISITING NURSE ASSOC. 900099 378252 378252 54007320 34906 34906 361459 391817 -30358 -30358 -30358 MISCELLANEOUS INCOME 900099 161472 161472 MANAGEMENT FEE REVENUE 900099 38789 38789 200261 55841489 54177223 0 34906 618412 618412 32275122 29978316 2265423 31383 325000 299975 24700 325 3469655 3201215 264779 3661 2749831 2544998 201946 2887 154278 11388 142890 48780 30 48750 802869 728365 74504 46324 39481 6843 146535 18812 125523 2200 779046 380529 398517 3899694 3576981 322713 809175 800677 8498 478534 475725 2809 1058866 952089 106777 201381 169109 32272 STIPENDS 2020859 2020859 SUBCONTRACT CARE 1260757 1260757 MEALS 717344 712480 4864 SUPPLIES 540292 480481 59811 TELEPHONE 520699 483883 36816 1574947 1339585 228699 6663 54498400 49475735 4975546 47119 590240 1291089 1842607 3518996 4625520 4641401 71988 59993 194863 299506 20007575 5618701 14986146 14388874 513744 605240 22142 22142 852822 538283 23700072 25365524 4654547 5325861 79176 81540 313376 444349 9493851 9278274 14540950 15130024 X 7502165 8613252 1656957 1622248 9159122 10235500 23700072 25365524 X 0 1 1 X 1 1 X 887625 1721700 1208548 1523597 1629360 6970830 887625 1721700 1208548 1523597 1629360 6970830 6970830 13009 43946 39687 42194 34906 173742 7144572 222694900 0.97570 0.97910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 6800 0 0 6800 0 0 1 1964608 1964608 10326681 2333669 7993012 4570998 1342629 3228369 585385 349115 236270 2559903 1593288 966615 14388874 55841489 54498400 1343089 17578 -284289 -266711 1076378 55877104 17578 18037 35615 55841489 0 55841489 54516437 18037 18037 54498400 0 54498400 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: Description of Uncertain Tax Positions Under FIN 48: 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. PART XI, LINE 8 - other adjustments: transfer of assets to affiliates: -284,289 X X X X 1 0 0 0 0 0 0 0 0 WILLIAM TAYLOR 245647 0 0 0 28606 0 0 0 19345 0 293598 0 0 0 JAMES MILLS 161700 0 0 0 14747 0 0 0 20441 0 196888 0 0 0 DIANE GOULD 181564 0 0 0 12292 0 0 0 13282 0 207138 0 0 0 CHRISTOPhER GORDON 213948 0 0 0 24876 0 0 0 14673 0 253497 0 0 0 RUTH HARRIGAN 143069 0 0 0 6465 0 0 0 9009 0 158543 0 0 0 AMIT GRANOT 190616 0 0 0 8391 0 0 0 6958 0 205965 0 0 0 PAUL GASS 74263 0 0 0 112286 0 0 0 4990 0 191539 0 0 0 Part I, Line 4a PAUL GASS RECEIVED A LUMP SUM SEVERANCE PAYMENT OF $89,167 (BEFORE TAXES) ON JULY 17, 2009. Part I, Line 7 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 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. Advocates Properties Inc One Clarks Hill Suite 305 Framingham MA 01702 222473987 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(c)(3) Line 7 N/A Advocates Co-ops Corporation one Clarks Hill Suite 305 framingham MA 01702 043541791 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(c)(3) Line 7 N/A Great Road Properties one Clarks Hill Suite 305 framingham MA 01702 043269615 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(c)(3) Line 7 N/A Advocates Natick Village Corporation one Clarks Hill Suite 305 framingham MA 01702 043418316 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(c)(3) Line 7 N/A AdvocatesAlliance Vernon St Corporation one Clarks Hill Suite 305 framingham MA 01702 331132409 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(c)(3) Line 7 N/A Alternative Home Inc one Clarks Hill Suite 305 framingham MA 01702 042572143 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(c)(3) Line 7 N/A Advocates Community Counseling Inc one Clarks Hill Suite 305 framingham MA 01702 237090385 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(c)(3) Line 11a, I N/A Behavioral Health Management Solutions Inc one Clarks Hill Suite 305 framingham MA 01702 043185166 provides behavioral health services. MA 501(c)(4) N/A BHMS Investment Corp One Clarks Hill Suite 305 Framingham MA 01702 043232477 provides management information systems consulting services. MA behavioral health management C 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 ADVOCATES CO-OPS CORPORATION P 61951 alternative home inc P 75820 behavioral health management solutions inc D 65262 great road properties inc D 115507 alternative home inc D 104234 advocates natick village corporation D 53805