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Nonprofiteer
← ADVOCATES INC

Form 990 for tax year 2023

Filed by ADVOCATES INC.

Totals

Total revenue
$160,372,498
Total expenses
$162,514,395
Contributions and grants received
$6,021,530
Grants paid
$19,748
Program service revenue
$148,393,225
Investment income
$373,544
Other revenue
$5,584,199
Total assets, end of year
$81,983,686
Total liabilities, end of year
$40,400,274
Net assets or fund balances, end of year
$41,583,412
Program services expenses (Part IX)
$133,721,276
Management and general expenses
$27,891,515
Fundraising expenses
$901,604
Program service expenses (Part III)
$133,721,276

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $277,464

  • 1e · Government grants (contributions)

    $3,438,904

  • 1f · All other contributions, gifts and grants

    $2,305,162

  • 1g · Noncash contributions included above

    $710

  • 2a · Program service revenue: CONTRACT REVENUE

    total $97,001,230 · related or exempt $97,001,230

  • 2b · Program service revenue: THIRD PARTY BILLINGS

    total $47,245,330 · related or exempt $47,245,330

  • 2c · Program service revenue: RENTAL INC./SVC. FEES

    total $4,146,665 · related or exempt $4,146,665

  • 3 · Investment income

    total $339,755 · excluded $339,755

  • 7a · Gross sales of assets other than inventory

    other assets $33,789

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $33,789

  • 7d · Net gain or loss

    total $33,789 · excluded $33,789

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $277,464

  • 8b · Fundraising events: direct expenses

    $152,330

  • 8c · Net income from fundraising events

    total -$152,330 · excluded -$152,330

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $4,949,308 · excluded $4,949,308

  • 11b · Other revenue: MANAGEMENT FEE REVENUE

    total $787,221 · excluded $787,221

  • 11e · Other revenue, total

    $5,736,529

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $19,748 · program services $19,748

  • 5 · Compensation of officers, directors and key employees

    total $956,328 · management and general $956,328

  • 7 · Other salaries and wages

    total $99,786,119 · program services $86,846,520 · management and general $12,604,994 · fundraising $334,605

  • 8 · Pension plan contributions

    total $1,137,657 · program services $930,720 · management and general $199,566 · fundraising $7,371

  • 9 · Other employee benefits

    total $8,544,393 · program services $6,762,627 · management and general $1,754,558 · fundraising $27,208

  • 10 · Payroll taxes

    total $7,864,500 · program services $7,424,984 · management and general $408,750 · fundraising $30,766

  • 11b · Fees: legal

    total $410,121 · program services $60,222 · management and general $349,899

  • 11c · Fees: accounting

    total $77,205 · management and general $77,205

  • 11d · Fees: lobbying

    total $1,618 · management and general $1,618

  • 11g · Fees: other

    total $3,725,835 · program services $2,387,437 · management and general $1,179,461 · fundraising $158,937

  • 12 · Advertising and promotion

    total $437,022 · program services $251,507 · management and general $185,515

  • 13 · Office expenses

    total $1,444,057 · program services $717,259 · management and general $702,899 · fundraising $23,899

  • 14 · Information technology

    total $5,255,532 · program services $938,206 · management and general $4,193,899 · fundraising $123,427

  • 16 · Occupancy

    total $8,130,014 · program services $6,996,780 · management and general $1,081,579 · fundraising $51,655

  • 17 · Travel

    total $964,809 · program services $944,895 · management and general $19,672 · fundraising $242

  • 20 · Interest

    total $576,517 · program services $551,244 · management and general $25,273

  • 22 · Depreciation, depletion and amortization

    total $2,222,640 · program services $2,060,473 · management and general $134,068 · fundraising $28,099

  • 23 · Insurance

    total $1,360,192 · program services $1,028,148 · management and general $326,939 · fundraising $5,105

  • 24a · Other expenses: STIPENDS

    total $10,796,378 · program services $10,796,378

  • 24b · Other expenses: MEALS

    total $1,938,462 · program services $1,785,209 · management and general $72,295 · fundraising $80,958

  • 24c · Other expenses: SUPPLIES

    total $1,146,972 · program services $1,134,870 · fundraising $12,102

  • 24d · Other expenses: VEHICLE EXPENSES

    total $805,393 · program services $787,754 · management and general $17,613 · fundraising $26

  • 24e · All other expenses

    total $4,912,883 · program services $1,296,295 · management and general $3,599,384 · fundraising $17,204

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,159,067 · end of year $1,077,964

  • 2 · Savings and temporary cash investments

    beginning of year $18,580,987 · end of year $12,638,976

  • 4 · Accounts receivable

    beginning of year $19,134,470 · end of year $23,983,631

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,608,880 · end of year $1,964,940

  • 10a · Land, buildings and equipment: cost or other basis

    $53,984,254

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,709,122

  • 10c · Land, buildings and equipment, net

    beginning of year $30,013,126 · end of year $29,275,132

  • 11 · Investments: publicly traded securities

    beginning of year $3,943,833 · end of year $5,084,519

  • 15 · Other assets

    beginning of year $9,897,250 · end of year $7,958,524

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,212,015 · end of year $15,662,042

  • 19 · Deferred revenue

    beginning of year $4,004,526 · end of year $3,449,048

  • 20 · Tax-exempt bond liabilities

    beginning of year $9,917,472 · end of year $9,363,425

  • 21 · Escrow or custodial account liability

    beginning of year $1,162,051 · end of year $1,080,948

  • 23 · Secured mortgages and notes payable

    beginning of year $2,967,054 · end of year $3,819,920

  • 25 · Other liabilities

    beginning of year $8,934,566 · end of year $7,024,891

  • 27 · Net assets without donor restrictions

    beginning of year $41,823,786 · end of year $40,293,005

  • 28 · Net assets with donor restrictions

    beginning of year $1,316,143 · end of year $1,290,407

Mission and programs · 2023

Mission

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.

  • 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 78,503 INDIVIDUALS THROUGH 73 DIFFERENT PROGRAM LOCATIONS.

    Expenses $87,546,351 · Revenue $67,962,232

  • 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 1189 INDIVIDUALS THROUGH 93 DIFFERENT PROGRAM LOCATIONS.

    Expenses $28,481,340 · Revenue $60,423,225

  • 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 3,500 INDIVIDUALS AND FAMILIES THROUGH 7 PROGRAM LOCATIONS.

    Expenses $17,693,585 · Grants $19,748 · Revenue $20,007,768

As filed on the 2023 return.

Listed in Part VII

  • Daniel M Weir

    VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Sheridan

    TREASURER/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia G Vinter

    VICE CHAIR/DIRECTOR (UNTIL 5/24)

    Total calculated
    $0
    Hours/week
    1

  • Kay H Hodge Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alex Fidalgo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlene Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dennis Millner-Hanley

    ASSISTANT CLERK/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Kemp

    CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christine Hubbard

    CLERK/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Rovner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Gould

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark O'Reilly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlene McEntee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eddie Frazier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Bubly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Boczenowski

    DIRECTOR (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Darren Tong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jaya Pandey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Quink

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Diane Gould

    PRESIDENT/CEO

    Total calculated
    $344,463
    From this org
    $324,733
    From related orgs
    $0
    Other
    $19,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,989
    Bonus
    $0
    Other
    $20,744
    Deferred
    $0
    Nontaxable benefits
    $19,730
    Filer's total
    $344,463

  • Jeffrey Keilson

    SVP

    Total calculated
    $268,091
    From this org
    $254,943
    From related orgs
    $0
    Other
    $13,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,566
    Bonus
    $2,175
    Other
    $18,202
    Deferred
    $9,066
    Nontaxable benefits
    $4,082
    Filer's total
    $268,091

  • Anne Parker

    SVP

    Total calculated
    $254,628
    From this org
    $245,520
    From related orgs
    $0
    Other
    $9,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,024
    Bonus
    $11,725
    Other
    $5,771
    Deferred
    $8,030
    Nontaxable benefits
    $1,078
    Filer's total
    $254,628

  • Regina Marshall

    EVP & COO

    Total calculated
    $312,664
    From this org
    $299,664
    From related orgs
    $0
    Other
    $13,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,220
    Bonus
    $29,934
    Other
    $16,510
    Deferred
    $0
    Nontaxable benefits
    $13,000
    Filer's total
    $312,664

  • Keith Neal

    EVP & CFO

    Total calculated
    $325,664
    From this org
    $299,664
    From related orgs
    $0
    Other
    $26,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,497
    Bonus
    $36,861
    Other
    $11,306
    Deferred
    $0
    Nontaxable benefits
    $26,000
    Filer's total
    $325,664

  • Mark Viron

    CMO

    Total calculated
    $321,510
    From this org
    $319,747
    From related orgs
    $0
    Other
    $1,763
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,221
    Bonus
    $0
    Other
    $10,526
    Deferred
    $0
    Nontaxable benefits
    $1,763
    Filer's total
    $321,510

  • Robert Karr

    PSYCHIATRIST

    Total calculated
    $272,466
    From this org
    $236,223
    From related orgs
    $0
    Other
    $36,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,548
    Bonus
    $1,827
    Other
    $1,848
    Deferred
    $8,775
    Nontaxable benefits
    $27,468
    Filer's total
    $272,466

  • Brenda Soares

    SVP

    Total calculated
    $210,136
    From this org
    $191,257
    From related orgs
    $0
    Other
    $18,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,294
    Bonus
    $2,825
    Other
    $1,138
    Deferred
    $7,003
    Nontaxable benefits
    $11,876
    Filer's total
    $210,136

  • Robert Johnston

    PSYCHIATRIST

    Total calculated
    $292,701
    From this org
    $271,998
    From related orgs
    $0
    Other
    $20,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,915
    Bonus
    $1,825
    Other
    $258
    Deferred
    $0
    Nontaxable benefits
    $20,703
    Filer's total
    $292,701

  • Karen Williams

    SVP

    Total calculated
    $210,516
    From this org
    $203,590
    From related orgs
    $0
    Other
    $6,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,252
    Bonus
    $3,575
    Other
    $763
    Deferred
    $6,926
    Nontaxable benefits
    $0
    Filer's total
    $210,516

  • Janine Taylor

    SVP & CHRO

    Total calculated
    $244,053
    From this org
    $208,590
    From related orgs
    $0
    Other
    $35,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,304
    Bonus
    $3,475
    Other
    $15,811
    Deferred
    $6,467
    Nontaxable benefits
    $28,996
    Filer's total
    $244,053

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
A DISCRETIONARY BONUS WAS GIVEN TO SOME EMPLOYEES DURING CALENDAR 2023 AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ADVOCATES PROPERTIES INC

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • ADVOCATES CO-OPS CORPORATION

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • GREAT ROAD PROPERTIES

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • ADVOCATES NATICK VILLAGE CORPORATION

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • ADVOCATESALLIANCE VERNON ST CORPORATION

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • ALTERNATIVE HOME INC

    501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC

    501(C)(4) · PROVIDES BEHAVIORAL HEALTH SERVICES. · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • HORACE MANN EDUCATIONAL ASSOCIATES INC

    501(C)(3) · EST. TO SUPPORT PEOPLE WITH DEV. DISABILITIES AND THEIR FAMILIES · MA · controlled entity

    Directly controlled by ADVOCATES INC

  • FCP INC

    501(C)(3) · COUNSELING, SUPPORT · MA · controlled entity

    Directly controlled by ADVOCATES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BHMS INVESTMENT CORP

    C · PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. · MA · controlled entity

    Directly controlled by BEHAVIORAL HEALTH MANAGEMENT

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349309955

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