2011-03-31T12:49:08-05:00 2010-06-30 CBIZ Tofias 350 Massachusetts Avenue Cambridge MA 02139 990 2009-07-01 331132409 Advocates alliance vernon st corporation ADVO 5086286300 one clarks hill suite 305 framingham MA 01702 JAMES MILLS 5086286300 2011-03-22 1 Craig Klein 6177610600 2009 2016-02-24 21:20:13Z DANIEL M WEIR one clarks hill suite 305 framingham MA 01702 709644 0 X N/A X 2006 MA PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES. 5 5 0 5 0 0 537284 696749 12882 9 13 0 537293 709644 0 0 16516 0 0 298 69668 298 86184 536995 623460 1953089 2893939 1416094 1449195 536995 1444744 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES. 0 0 82351 12882 Provided housing services for eight individuals with intellectual and/or physical disabilities. 82351 1 1 0 0 0 0 0 0 0 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 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X James Mills CFO 5086286300 ONE CLARKS HILL SUITE 305 FRAMINGHAM MA 01702 X Daniel M Weir 1.00 X 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 X 0 0 0 timothy p lee 1.00 X X 0 3181 0 0 3181 0 0 0 0 0 shorten construction inc 62 woodside road spencer MA 01562 construction 334170 1 696749 696749 Rental Income 531110 12882 12882 12882 13 13 709644 12882 0 13 12954 12954 2066 2066 1496 1496 1583 1583 2250 2250 136 136 14135 14135 1100 1100 48211 48211 900 900 EQUIPT. RENTAL/MAINT. 745 745 TAXES AND FEES 385 385 MISCELLANEOUS EXPENSE 223 223 86184 82351 3833 0 183020 12389 4936 62636 35 2862154 48211 0 2813943 1770069 0 1953089 2893939 160294 71983 1248733 1370242 7067 6970 1416094 1449195 X 536995 231544 1213200 536995 1444744 1953089 2893939 X 0 1 1 X 1 1 X 537284 696749 1234033 537284 696749 1234033 1234033 9 13 22 1234055 12882 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150000 150000 2712154 48211 2663943 2813943 DUE TO AFFILIATES 6970 6970 709644 86184 623460 284289 284289 907749 709644 0 709644 0 709644 86184 0 86184 0 86184 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 from affiliate: 284289. 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. corporation to advocates, inc. for accounting and property managemEnt services for the year ended june 30, 2010 amounted to $1,583. 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 committee. The uninvolved members would assess the transaction and authorize or reject the transaction. form 990, part vi, section b, line 15: 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. Advocates Inc One Clarks Hill Suite 305 Framingham MA 01702 237451423 Provides comm. prog. for people with psychiatric illness and/or dev. disabil MA 501(c)(3) 7 N/A advocates co-ops corporation one Clarks Hill Suite 305 framingham MA 01702 043541791 Est. to provide housing services to low income indiv. with disabilities. MA 501(c)(3) 7 N/A Advocates Properties Inc one Clarks Hill Suite 305 framingham MA 01702 222473987 Est. to provide housing services to low income indiv. with disabilities. MA 501(c)(3) 7 N/A ALTERNATIVE HOME INC one Clarks Hill Suite 305 framingham MA 01702 042572143 Est. to provide housing services to low income indiv. with disabilities. MA 501(c)(3) 7 N/A NATICK VILLAGE CORPORATION one Clarks Hill Suite 305 framingham MA 01702 043418316 Est. to provide housing services to low income indiv. with disabilities. MA 501(c)(3) 7 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 N/A GREAT ROAD PROPERTIES INC one Clarks Hill Suite 305 framingham MA 01702 043269615 Est. to provide housing services to low income indiv. with disabilities. MA 501(c)(3) 7 N/A advocates community counseling inc one Clarks Hill Suite 305 framingham MA 01702 237090385 Provides outpatient counseling services. MA 501(c)(3) 11-1 N/A 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 0 0 0 0 1 advocates inc R 284289