2024-05-15T16:55:49-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 331132409 ADVOCATES ALLIANCE VERNON ST CORPORATION ADVO 5086286300 1881 WORCESTER ROAD FRAMINGHAM MA 01701 KEITH NEAL CFO 5086286300 2024-05-08 1 KEITH NEAL 999009999 1 BRENDA L BOOTH P01342395 6177610600 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSICA KEMP 1881 WORCESTER ROAD FRAMINGHAM MA 01701 123916 0 X N/A X 2006 MA TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES. 5 5 0 5 0 0 73935 77918 44588 45658 2 340 0 0 118525 123916 0 0 0 0 43239 50893 0 0 0 183569 195234 226808 246127 -108283 -122211 1690376 1604541 1576714 1613090 113662 -8549 TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIVIDUALS WITH DISABILITIES. 0 0 232955 45658 PROVIDED HOUSING SERVICES FOR NINE INDIVIDUALS WITH INTELLECTUAL AND/OR PHYSICAL DISABILITIES. 232955 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X KEITH NEAL CFO 5086286440 1881 WORCESTER ROAD FRAMINGHAM MA 01701 X JESSICA KEMP PRESIDENT/CHAIR 1.00 X X 0 0 0 MICHAEL SHERIDAN TREASURER/DIRECTOR 1.00 X X 0 0 0 DANIEL WEIR VICE CHAIR/DIRECTOR 1.00 X X 0 0 0 PATRICIA VINTER VICE CHAIR/DIRECTOR 1.00 X X 0 0 0 CHRISTINE HUBBARD CLERK/DIRECTOR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 77918 77918 RENTAL INCOME 531110 45658 45658 45658 340 340 123916 45658 0 340 42733 42733 4580 4580 3580 3580 5271 5271 8501 600 7901 63175 63175 101229 101229 15410 15410 EQUIPMENT RENTAL/MAINT. 1624 1624 BANK FEES 24 24 246127 232955 13172 0 678 4077 21380 13008 0 4636 2240 0 2928281 1345461 1666078 1582820 1690376 1604541 178477 214672 1388624 1388624 9613 9794 1576714 1613090 X -1099538 -1221749 1213200 1213200 113662 -8549 1690376 1604541 -122211 0 X 0 1 X 1 1 1 X 66143 66376 70396 73935 77918 354768 66143 66376 70396 73935 77918 354768 354768 8 8 4 2 340 362 355130 229053 0.99900 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150000 150000 2737625 1332929 1404696 40656 12532 28124 1582820 DUE TO AFFILIATES 6970 FUNDS HELD IN TRUST 2824 9794 X 123916 0 123916 0 123916 246127 0 246127 0 246127 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. 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, 2023 AMOUNTED TO $5,271. FORM 990, PART VI, SECTION B, LINE 11B 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 WITH 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. 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 INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 237451423 PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS. MA 501(C)(3) LINE 7 N/A 0 ADVOCATES CO-OPS CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043541791 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 ADVOCATES PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 222473987 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 ALTERNATIVE HOME INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 042572143 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 NATICK VILLAGE CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043418316 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043185166 PROVIDES BEHAVIORAL HEALTH SERVICES. MA 501(C)(4) N/A ADVOCATES INC 0 GREAT ROAD PROPERTIES INC 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043269615 EST. TO PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. MA 501(C)(3) LINE 7 ADVOCATES INC 0 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 0 FCP INC 360 MERRIMACK STREET BLDG 9 SUITE 3 LAWRENCE MA 01843 042867023 COUNSELING, SUPPORT MA 501(C)(3) LINE 10 ADVOCATES INC 0 BHMS INVESTMENT CORPORATION 1881 WORCESTER ROAD FRAMINGHAM MA 01701 043232477 PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. MA BEHAVIORAL HEALTH MANAGEMENT C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0