2024-05-15T16:38:49-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 237451423 ADVOCATES INC ADVO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 KEITH NEAL CFO 5086286300 2024-05-15 1 KEITH NEAL 999009999 1 BRENDA L BOOTH P01342395 6177610600 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANE GOULD 1881 WORCESTER ROAD FRAMINGHAM MA 01701 147629407 0 X WWW.ADVOCATESINC.ORG X 1975 MA 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. 16 16 1977 69 0 0 5786832 6054615 127214676 139844997 -133802 216863 1218923 1360859 134086629 147477334 37686 37480 0 0 93713714 103708616 0 3036 197535 35184645 39894695 128936045 143643827 5150584 3833507 68889354 84337613 29955889 41197684 38933465 43139929 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 71595317 37480 66196824 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 45,440 INDIVIDUALS THROUGH 62 DIFFERENT PROGRAM LOCATIONS. 40902426 54263561 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 1259 INDIVIDUALS THROUGH 157 DIFFERENT PROGRAM LOCATIONS. 16396146 19384612 ADULT FAMILY CARE - PROVIDED SUPPORT AND OVERSIGHT FOR INDIVIDUALS PROVIDING CARE TO FAMILY MEMBERS WITH DISABILITIES OR WHO ARE ELDERLY. THE PROGRAM PROVIDED SUPPORT TO APPROXIMATELY 3,400 INDIVIDUALS AND FAMILIES THROUGH 7 PROGRAM LOCATIONS. 128893889 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 1 209 0 1 1977 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 DANIEL M WEIR VICE CHAIR/DIRECTOR 1.00 X 0 0 0 MICHAEL SHERIDAN TREASURER/DIRECTOR 1.00 X 0 0 0 PATRICIA G VINTER VICE CHAIR/DIRECTOR 1.00 X 0 0 0 KAY H HODGE ESQ DIRECTOR 1.00 X 0 0 0 ALEX FIDALGO DIRECTOR 1.00 X 0 0 0 CHARLENE JACOBS DIRECTOR 1.00 X 0 0 0 DENNIS MILLNER-HANLEY ASSISTANT CLERK/DIRECTOR 1.00 X 0 0 0 JESSICA KEMP CHAIR/DIRECTOR 1.00 X 0 0 0 SHUNDA MCGAHEE DIRECTOR (UNTIL 8/22) 1.00 X 0 0 0 CHRISTINE HUBBARD CLERK/DIRECTOR 1.00 X 0 0 0 CRAIG DAVIS DIRECTOR (UNTIL 5/23) 1.00 X 0 0 0 RICHARD ROVNER DIRECTOR 1.00 X 0 0 0 KEVIN GOULD DIRECTOR 1.00 X 0 0 0 MARK O'REILLY DIRECTOR 1.00 X 0 0 0 CHARLENE MCENTEE DIRECTOR 1.00 X 0 0 0 EDDIE FRAZIER DIRECTOR 1.00 X 0 0 0 GARY BUBLY DIRECTOR 1.00 X 0 0 0 STEVE BOCZENOWSKI DIRECTOR 1.00 X 0 0 0 DIANE GOULD PRESIDENT/CEO 40.00 X 317884 0 30970 JEFFREY KEILSON SVP 40.00 X 249915 0 12536 ANNE PARKER SVP 40.00 X 225494 0 9108 REGINA MARSHALL EVP & COO 40.00 X 240611 0 5848 KEITH NEAL EVP & CFO 40.00 X 243988 0 34675 MARK VIRON CMO 40.00 X 281005 0 9743 ROBERT KARR PSYCHIATRIST 40.00 X 265127 0 35815 BRENDA SOARES SVP 40.00 X 192029 0 18648 ROBERT JOHNSTON PSYCHIATRIST 40.00 X 256681 0 20306 KAREN WILLIAMS SVP 40.00 X 205168 0 6926 JANINE TAYLOR SVP & CHRO 40.00 X 186126 0 23200 2664028 0 207775 89 0 1 0 WAYSIDE YOUTH AND FAMILY 1 FREDERICK ABBOTT ROAD FRAMINGHAM MA 01701 DIRECT CARE CONSULTANTS 805362 STONEHAM STAFFING GROUP P O BOX 1907 WAKEFIELD MA 01880 STAFFING 651296 KROKIDAS & BLUESTEIN LLP 600 ATLANTIC AVENUE BOSTON MA 02210 LEGAL SERVICES 258847 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 CONSULTANTS 234813 PETER CHANG ENTERPRISES INC 28530 ORCHARD LAKE ROAD FARMINGTON HILLS MI 48334 EHR SYSTEM CONSULTING 140187 64 183085 4502379 1369151 9780 6054615 CONTRACT REVENUE 900099 91532194 91532194 THIRD PARTY BILLINGS 900099 44722397 44722397 RENTAL INC./SVC. FEES 900099 3590406 3590406 139844997 196124 196124 37000 16261 20739 20739 20739 0 183085 135812 -135812 -135812 MISCELLANEOUS INCOME 900099 893562 893562 MANAGEMENT FEE REVENUE 900099 603109 603109 1496671 147477334 139844997 0 1577722 37480 37480 2770039 2770039 84722731 78419762 6126725 176244 1137657 1019873 115146 2638 7549844 6610463 924716 14665 7528345 7220982 290945 16418 360535 103768 256767 195318 195318 1618 1618 3036 3036 2727654 2294890 423914 8850 514786 313502 201284 298429 48274 248037 2118 3030242 1831420 1170717 28105 7901780 7176603 725177 826118 814122 11784 212 495817 478831 16986 2253983 2194154 59829 1297405 910766 386639 STIPENDS 11061229 11061229 MEALS 1769463 1671515 42892 55056 SUBCONTRACT CARE 1552078 1552078 TELEPHONE 1293474 1097251 196223 4314766 4036926 387647 -109807 143643827 128893889 14552403 197535 1376474 1159067 21247637 18580987 14694634 19134470 1090968 1608880 52634260 22621134 26014013 30013126 3408782 3943833 1056846 9897250 68889354 84337613 14045320 14212015 2502502 4004526 4531117 9917472 1379458 1162051 7497492 2967054 0 8934566 29955889 41197684 X 37591586 41823786 1341879 1316143 38933465 43139929 68889354 84337613 3833507 372957 0 X 0 1 X 1 1 1 X 1891599 1809421 5508377 5786832 5871530 20867759 1891599 1809421 5508377 5786832 5871530 20867759 1358112 19509647 29400 19673 9917 5732 196124 260846 21128605 586115306 0.92340 0.93420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 529 1 1089 1618 0 0 1 X 4551838 4551838 20201390 9173729 11027661 19174290 7928013 11246277 1993636 1724635 269001 6713106 3794757 2918349 30013126 DEPOSITS 629332 DUE FROM AFFILIATES 475110 RIGHT-OF-USE ASSETS - OPERATING LEASE 8792808 9897250 OPERATING LEASE OBLIGATION 8934566 8934566 X 147986103 372957 372957 147613146 -135812 -135812 147477334 143779639 135812 135812 143643827 0 143643827 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 -135,812. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 135,812. GALA 183085 183085 55056 8850 71906 183085 183085 55056 8850 71906 135812 -135812 1 GRANTS TO FAMILIES OF INDIVIDUALS WITH DISABILITIES. 84 37480 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 304222 0 0 0 13662 0 11603 0 19367 0 348854 0 0 0 ROBERT KARR PSYCHIATRIST 252783 0 7350 0 4994 0 8775 0 27040 0 300942 0 0 0 MARK VIRON CMO 262122 0 6250 0 12633 0 9743 0 0 0 290748 0 0 0 KEITH NEAL EVP & CFO 226401 0 6250 0 11337 0 8440 0 26235 0 278663 0 0 0 ROBERT JOHNSTON PSYCHIATRIST 252155 0 4322 0 204 0 0 0 20306 0 276987 0 0 0 JEFFREY KEILSON SVP 229934 0 4400 0 15581 0 8635 0 3901 0 262451 0 0 0 REGINA MARSHALL EVP & COO 232051 0 6275 0 2285 0 1947 0 3901 0 246459 0 0 0 ANNE PARKER SVP 219880 0 4300 0 1314 0 8030 0 1078 0 234602 0 0 0 KAREN WILLIAMS SVP 193722 0 6250 0 5196 0 6926 0 0 0 212094 0 0 0 BRENDA SOARES SVP 183667 0 6575 0 1787 0 7003 0 11645 0 210677 0 0 0 JANINE TAYLOR SVP & CHRO 165624 0 6575 0 13927 0 6467 0 16733 0 209326 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2022 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2012-10-25 8500000 PURCHASE, CONSTRUCTION, RENOVATION OF PROPERTIES AND REFUNDING TAXABLE DEBT 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2022-10-29 10521000 PURCHASE, CONSTUCTION, REFINANCING 0 0 0 A 8500000 170000 2123932 6206068 2014 0 0 1 1 B 10521000 176808 1824491 8519701 2023 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 1 0 0 1 0 0 0 0 A 1 B 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 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 HORACE MANN EDUCATIONAL ASSOCIATES INC 8 FORGE PARKWAY EAST FRANKLIN MA 02038 042300014 EST. TO SUPPORT PEOPLE WITH DEV. DISABILITIES AND THEIR FAMILIES MA 501(C)(3) LINE 10 ADVOCATES INC 1 FCP INC 360 MERRIMACK STREET BLDG 9 LAWRENCE MA 01843 042867023 COUNSELING, SUPPORT MA 501(C)(3) LINE 10 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 53805 ADVOCATES CO-OP CORPORATION Q 120750 ALTERNATIVE HOME INC Q 99308 GREAT ROAD PROPERTIES INC D 236271 HORACE MANN EDUCATIONAL ASSOCIATES INC Q 186720