2026-05-15T09:49:50-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 237451423 ADVOCATES INC ADVO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 KEITH NEAL CFO 5086286300 2026-05-13 1 1 BRENDA L BOOTH P01342395 6178075000 2026-05-13 2024 2025-03-06 01:10:19Z DIANE GOULD 1881 WORCESTER ROAD FRAMINGHAM MA 01701 235728906 0 X WWW.ADVOCATES.ORG X 1975 MA WE PARTNER WITH INDIVIDUALS, FAMILIES AND COMMUNITIES TO SHAPE CREATIVE SOLUTIONS. 17 17 2910 90 0 0 6021530 6007489 148393225 223975602 373544 1572763 5584199 4067124 160372498 235622978 19748 18864 0 0 118288997 164546915 0 0 445849 44205650 62052304 162514395 226618083 -2141897 9004895 81983686 123832943 40400274 55546077 41583412 68286866 WE PARTNER WITH INDIVIDUALS, FAMILIES AND COMMUNITIES TO SHAPE CREATIVE SOLUTIONS TO EVEN THE GREATEST LIFE CHALLENGES. FIRST WE LISTEN. THEN, TOGETHER, WE DO WHAT IT TAKES TO HELP PEOPLE THRIVE. 0 0 85934100 73416419 BEHAVIORAL HEALTH - OPERATED RESIDENTIAL AND OUTREACH PROGRAMS THAT HELPED PEOPLE WITH PSYCHIATRIC ILLNESS, SUBSTANCE ABUSE AND OTHER CHALLENGES IN LIVING. DURING THE YEAR THE AGENCY DELIVERED SERVICES TO APPROXIMATELY 50,075 INDIVIDUALS THROUGH 75 DIFFERENT PROGRAM LOCATIONS. 92037699 124841282 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 1735 INDIVIDUALS THROUGH 109 DIFFERENT PROGRAM LOCATIONS. 22813320 18864 25717901 ADULT FAMILY CARE - PROVIDES SUPPORT AND OVERSIGHT FOR INDIVIDUALS PROVIDING CARE TO FAMILY MEMBERS WITH DISABILITIES OR WHO ARE ELDERLY. THE PROGRAM PROVIDED SUPPORT TO APPROXIMATELY 9,752 INDIVIDUALS AND FAMILIES THROUGH 11 PROGRAM LOCATIONS. 200785119 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 244 0 1 2910 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X KEITH NEAL CFO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 MICHAEL SHERIDAN TREASURER/ DIRECTOR 1.00 X 0 0 0 CHRISTINE HUBBARD CLERK/ DIRECTOR 1.00 X 0 0 0 JESSICA KEMP CHAIR/DIRECTOR 1.00 X 0 0 0 DENNIS MILLNER-HANLEY ASSISTANT CLERK/ DIRECTOR 1.00 X 0 0 0 KAY H HODGE ESQ DIRECTOR 1.00 X 0 0 0 KEVIN GOULD DIRECTOR 1.00 X 0 0 0 ALEXANDER FIDALGO DIRECTOR 1.00 X 0 0 0 CHARLENE JACOBS DIRECTOR 1.00 X 0 0 0 JAYA PANDEY DIRECTOR 1.00 X 0 0 0 MARK O'REILLY DIRECTOR 1.00 X 0 0 0 DARREN TONG DIRECTOR 1.00 X 0 0 0 RICHARD MARK ROVNER DIRECTOR 1.00 X 0 0 0 EDDIE FRAZIER DIRECTOR 1.00 X 0 0 0 CHARLENE MCENTEE DIRECTOR 1.00 X 0 0 0 GARY BUBLY DIRECTOR 1.00 X 0 0 0 MARTY COHEN DIRECTOR 1.00 X 0 0 0 MICHAEL QUINK DIRECTOR (UNTIL 5/25) 1.00 X 0 0 0 DANIEL M WEIR DIRECTOR (UNTIL 5/25) 1.00 X 0 0 0 DIANE GOULD PRESIDENT/CEO 40.00 X 357178 0 18178 MARK VIRON CMO 40.00 X 329822 0 17477 KEITH NEAL CFO 40.00 X 327445 0 38520 JEFFREY KEILSON SVP 40.00 X 260245 0 35238 REGINA MARSHALL EVP & COO 40.00 X 309755 0 38238 JANINE TAYLOR SVP & CHRO 40.00 X 227555 0 45520 ROBERT KARR PSYCHIATRIST 40.00 X 232852 0 23935 ROBERT JOHNSTON PSYCHIATRIST 40.00 X 292153 0 5665 KAREN WILLIAMS SVP 40.00 X 209183 0 19006 MELISSA LEWIS SVP 40.00 X 103766 0 8079 2649954 0 249856 175 0 1 0 URBAN SF INC 135 COPPERWOOD DR STOUGHTON MA 02702 STAFFING SERVICES 965231 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 CLIENT SUPPORT SERVICES 881972 RSM US LLP 4650 EAST 53RD ST DAVENPORT IA 52807 TECHNOLOGY SERVICES 314892 CBIZ ADVISORS LLC 53 STATE ST 17TH FLOOR BOSTON MA 02109 AUDIT SERVICES 271304 DIVINE COMMUNITY RESOURCES INC 300 WEST MAIN ST BLDG C SUITE 2 NORTHBOROUGH MA 01532 STAFFING SERVICES 268905 12 266229 4725966 1015294 5675 6007489 CONTRACT REVENUE 900099 153263770 153263770 THIRD PARTY BILLINGS 900099 64476329 64476329 RENTAL INC./SVC. FEES 900099 6235503 6235503 223975602 624851 624851 947912 0 947912 947912 947912 0 266229 105928 -105928 -105928 MISCELLANEOUS INCOME 900099 3317393 3317393 MANAGEMENT FEE REVENUE 900099 855659 855659 4173052 235622978 223975602 0 5639887 18864 18864 1419217 1419217 136396943 123313217 12794316 289410 1135420 1007655 127765 14983824 12350344 2601800 31680 10611511 10256910 330215 24386 278939 41201 237738 198000 -4622 202622 4544894 3317941 1226953 368271 169173 199098 2779058 1880017 889847 9194 6281384 4124096 2157288 11336200 10924359 406133 5708 1408817 1348908 59909 55547 55547 155569 137140 18429 3108406 2982022 126384 2166125 1925056 241069 STIPENDS 15726021 15726021 MEALS 2270585 2173560 97025 SUPPLIES 1906909 1902523 4386 VEHICLE EXPENSES 1374890 1364597 10293 8092689 5770590 2241014 81085 226618083 200785119 25387115 445849 1077964 1181627 12638976 28015841 23983631 30939750 1964940 1620894 75301728 36270381 29275132 39031347 5084519 9927329 7958524 13116155 81983686 123832943 15662042 23392056 3449048 3571791 9363425 10774907 1080948 1227711 3819920 4596714 7024891 11982898 40400274 55546077 X 40293005 66962060 1290407 1324806 41583412 68286866 81983686 123832943 X 9004895 744009 16954550 X 0 1 X 1 1 1 X 5508377 5786832 5871530 6021530 6007489 29195758 5508377 5786832 5871530 6021530 6007489 29195758 1973230 27222528 9917 5732 196124 339755 624851 1176379 30372137 754161073 0.89630 0.91250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 8034928 8034928 26977151 13730030 13247121 27302583 14977582 12325001 2448504 1111059 1337445 10538562 6451710 4086852 39031347 DEPOSITS 1096892 DUE FROM AFFILIATES 472762 RIGHT-OF-USE ASSETS - OPERATING LEASE 11546501 13116155 OPERATING LEASE OBLIGATION 11982898 11982898 X 236522915 744009 50000 794009 235728906 -105928 -105928 235622978 226774011 50000 105928 155928 226618083 0 226618083 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 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -105,928. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 105,928. GALA 266229 266229 15408 75394 1575 13551 266229 266229 15408 75394 1575 13551 105928 -105928 1 GRANTS TO FAMILIES OF INDIVIDUALS WITH DISABILITIES. 39 18864 PART I, LINE 2: SMALL 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. X X X X 0 0 0 0 0 0 0 1 0 DIANE GOULD PRESIDENT/CEO 326484 0 28309 0 2385 0 11601 0 6577 0 375356 0 0 0 KEITH NEAL CFO 291425 0 35386 0 634 0 10269 0 28251 0 365965 0 0 0 REGINA MARSHALL EVP & COO 281019 0 28309 0 427 0 6274 0 31964 0 347993 0 0 0 MARK VIRON CMO 329351 0 0 0 471 0 12257 0 5220 0 347299 0 0 0 ROBERT JOHNSTON PSYCHIATRIST 291736 0 0 0 417 0 0 0 5665 0 297818 0 0 0 JEFFREY KEILSON SVP 258411 0 0 0 1834 0 30420 0 4818 0 295483 0 0 0 JANINE TAYLOR SVP & CHRO 227243 0 0 0 312 0 11086 0 34434 0 273075 0 0 0 ROBERT KARR PSYCHIATRIST 230991 0 0 0 1861 0 11700 0 12235 0 256787 0 0 0 KAREN WILLIAMS SVP 207987 0 0 0 1196 0 19006 0 0 0 228189 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2024 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2022-10-29 10521000 PURCHASE, CONSTUCTION, REFINANCING 0 0 0 A 10521000 176808 1824491 8696509 2023 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11B 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 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 XI, LINE 9: TRANSFER OF NET ASSETS (HMEA & FCP) 16,954,550. 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 PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 222473987 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATES CO-OPS CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043541791 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 GREAT ROAD PROPERTIES 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043269615 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATES NATICK VILLAGE CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043418316 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ADVOCATESALLIANCE VERNON ST CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 331132409 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 ALTERNATIVE HOME INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 042572143 PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 1 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043185166 PROVIDES BEHAVIORAL HEALTH SERVICES. MA 501(C)(4) ADVOCATES INC 1 BHMS INVESTMENT CORP 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043232477 PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. MA BEHAVIORAL HEALTH MANAGEMENT C 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC D 65331 ALTERNATIVE HOME INC D 104233 ADVOCATES NATICK VILLAGE CORPORATION D 52207 ADVOCATES CO-OP CORPORATION Q 57600 ALTERNATIVE HOME INC Q 100520 GREAT ROAD PROPERTIES INC D 235521 ADVOCATES ALLIANCE VERNON ST CORPORATION Q 108098