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Nonprofiteer
← ADVOCATES INC

Form 990 for tax year 2022

Filed by ADVOCATES INC.

Totals

Total revenue
$147,477,334
Total expenses
$143,643,827
Contributions and grants received
$6,054,615
Grants paid
$37,480
Program service revenue
$139,844,997
Investment income
$216,863
Other revenue
$1,360,859
Total assets, end of year
$84,337,613
Total liabilities, end of year
$41,197,684
Net assets or fund balances, end of year
$43,139,929
Program services expenses (Part IX)
$128,893,889
Management and general expenses
$14,552,403
Fundraising expenses
$197,535
Program service expenses (Part III)
$128,893,889

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

    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

  • SHUNDA MCGAHEE

    DIRECTOR (UNTIL 8/22)

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE HUBBARD

    CLERK/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CRAIG DAVIS

    DIRECTOR (UNTIL 5/23)

    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

    Total calculated
    $0
    Hours/week
    1

  • DIANE GOULD

    PRESIDENT/CEO

    Total calculated
    $348,854
    From this org
    $317,884
    From related orgs
    $0
    Other
    $30,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,222
    Bonus
    $0
    Other
    $13,662
    Deferred
    $11,603
    Nontaxable benefits
    $19,367
    Filer's total
    $348,854

  • JEFFREY KEILSON

    SVP

    Total calculated
    $262,451
    From this org
    $249,915
    From related orgs
    $0
    Other
    $12,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,934
    Bonus
    $4,400
    Other
    $15,581
    Deferred
    $8,635
    Nontaxable benefits
    $3,901
    Filer's total
    $262,451

  • ANNE PARKER

    SVP

    Total calculated
    $234,602
    From this org
    $225,494
    From related orgs
    $0
    Other
    $9,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,880
    Bonus
    $4,300
    Other
    $1,314
    Deferred
    $8,030
    Nontaxable benefits
    $1,078
    Filer's total
    $234,602

  • REGINA MARSHALL

    EVP & COO

    Total calculated
    $246,459
    From this org
    $240,611
    From related orgs
    $0
    Other
    $5,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,051
    Bonus
    $6,275
    Other
    $2,285
    Deferred
    $1,947
    Nontaxable benefits
    $3,901
    Filer's total
    $246,459

  • KEITH NEAL

    EVP & CFO

    Total calculated
    $278,663
    From this org
    $243,988
    From related orgs
    $0
    Other
    $34,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,401
    Bonus
    $6,250
    Other
    $11,337
    Deferred
    $8,440
    Nontaxable benefits
    $26,235
    Filer's total
    $278,663

  • MARK VIRON

    CMO

    Total calculated
    $290,748
    From this org
    $281,005
    From related orgs
    $0
    Other
    $9,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,122
    Bonus
    $6,250
    Other
    $12,633
    Deferred
    $9,743
    Nontaxable benefits
    $0
    Filer's total
    $290,748

  • ROBERT KARR

    PSYCHIATRIST

    Total calculated
    $300,942
    From this org
    $265,127
    From related orgs
    $0
    Other
    $35,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,783
    Bonus
    $7,350
    Other
    $4,994
    Deferred
    $8,775
    Nontaxable benefits
    $27,040
    Filer's total
    $300,942

  • BRENDA SOARES

    SVP

    Total calculated
    $210,677
    From this org
    $192,029
    From related orgs
    $0
    Other
    $18,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,667
    Bonus
    $6,575
    Other
    $1,787
    Deferred
    $7,003
    Nontaxable benefits
    $11,645
    Filer's total
    $210,677

  • ROBERT JOHNSTON

    PSYCHIATRIST

    Total calculated
    $276,987
    From this org
    $256,681
    From related orgs
    $0
    Other
    $20,306
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,155
    Bonus
    $4,322
    Other
    $204
    Deferred
    $0
    Nontaxable benefits
    $20,306
    Filer's total
    $276,987

  • KAREN WILLIAMS

    SVP

    Total calculated
    $212,094
    From this org
    $205,168
    From related orgs
    $0
    Other
    $6,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,722
    Bonus
    $6,250
    Other
    $5,196
    Deferred
    $6,926
    Nontaxable benefits
    $0
    Filer's total
    $212,094

  • JANINE TAYLOR

    SVP & CHRO

    Total calculated
    $209,326
    From this org
    $186,126
    From related orgs
    $0
    Other
    $23,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,624
    Bonus
    $6,575
    Other
    $13,927
    Deferred
    $6,467
    Nontaxable benefits
    $16,733
    Filer's total
    $209,326

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 2022 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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349313824

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