Form 990 for tax year 2022

Totals

Total revenue

$8,019,640

Total expenses

$8,488,969

Contributions and grants received

$709,666

Grants paid

$0

Program service revenue

$7,241,640

Investment income

$25,399

Other revenue

$42,935

Total assets, end of year

$6,245,045

Total liabilities, end of year

$4,720,612

Net assets or fund balances, end of year

$1,524,433

Program services expenses (Part IX)

$7,497,549

Management and general expenses

$991,420

Fundraising expenses

$0

Program service expenses (Part III)

$7,497,549

Program services were 88.3% 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.

Mission and programs · 2022

• LONG-TERM SERVICES AND SUPPORTS: ADVANCING STATES PROVIDES A VARIETY OF MEMBERSHIP SERVICES DESIGNED TO FACILITATE THE EXCHANGE OF INFORMATION, PROMISING PRACTICES AND POLICIES AMONG STATE AGING DISABILITY AGENCIES AND MEDICAID LONG-TERM SERVICES AND SUPPORTS PROGRAMS. MEMBERSHIP SERVICES INCLUDE TELEPHONIC AND ONSITE TECHNICAL ASSISTANCE AND SUPPORT; A NATIONAL CLEARINGHOUSE OF INFORMATION HCBS, A WEBSITE, AN ON-LINE TRAINING CENTER, A WEEKLY ELECTRONIC NEWSLETTER AND MONTHLY ALL-STATE CALLS.ADVANCING STATES HAS A NUMBER OF INITIATIVES FOCUSED ON LONG-TERM SERVICES AND SUPPORTS (LTSS) AND MLTSS PROGRAMS. THE NATIONAL CORE INDICATORS-AGING AND DISABILITIES (NCI-AD) IS AN INITIATIVE DESIGNED TO SUPPORT STATES' INTEREST IN ASSESSING THE PERFORMANCE OF THEIR LTSS PROGRAMS AND DELIVERY SYSTEMS IN ORDER TO IMPROVE SERVICES FOR OLDER ADULTS AND PEOPLE WITH PHYSICAL DISABILITIES. NCI-AD IS A COLLABORATIVE EFFORT BETWEEN ADVANCING STATES AND THE HUMAN SERVICES RESEARCH INSTITUTE. NCI-AD ASSESSES OUTCOMES BEYOND HEALTH AND SAFETY TO ADDRESS IMPORTANT LONG-RECOGNIZED GAPS IN LTSS DATA, SUCH AS SOCIAL, COMMUNITY, AND PERSON-CENTERED GOALS.THE MLTSS INSTITUTE IS A COLLABORATION BETWEEN ADVANCING STATES AND NATIONAL MEDICAID HEALTH PLANS INTENDED TO DRIVE IMPROVEMENTS IN KEY MLTSS POLICY ISSUES, FACILITATE SHARING AND LEARNING AMONG STATES, AND PROVIDE DIRECT AND INTENSIVE TECHNICAL ASSISTANCE TO STATES AND HEALTH PLANS.ADVANCING INTERRAI OFFERS STATES TAILORED SUPPORT TO ENHANCE THE QUALITY AND UTILIZATION OF ASSESSMENT DATA, PROMOTING THE USE OF "USING BETTER DATA, BETTER." THIS IS PARTICULARLY CRUCIAL AS HCBS PROGRAMS BECOME MORE COMPLEX AND COSTLY, NECESSITATING ACCURATE AND RELIABLE DATA FOR FUNCTIONAL ELIGIBILITY, PERSON-CENTERED PLANNING, AND PROGRAM IMPROVEMENTS. INTERRAI PROVIDES A SUITE OF DEPENDABLE SYSTEMS HONED OVER 30 YEARS OF RESEARCH AND USED IN OVER 35 COUNTRIES AND 24 U.S. STATES, OFFERING ROBUST MEASURES, ASSESSMENT PROTOCOLS, AND QUALITY INDICATORS. LED BY ADVANCING STATES, SUPPORTED BY HCBS STRATEGIES AND INTERRAI FELLOWS, THE ADVANCING INTERRAI PACKAGE AIDS STATES IN COLLECTING AND LEVERAGING DATA EFFICIENTLY TO ENHANCE PROGRAM EQUITY AND EFFICIENCY. IT INCLUDES SUPPORT FOR SCREENING, WAITLIST PRIORITIZATION, LEVEL OF CARE DETERMINATION, SUPPORT PLANNING, QUALITY MANAGEMENT, BUDGETING, AND CARE MANAGEMENT. STATES RECEIVE CROSS-STATE COLLABORATION OPPORTUNITIES, COMPREHENSIVE TRAINING, ONBOARDING INFRASTRUCTURE ANALYSIS, OPERATIONS AND POLICY GUIDANCE, DATA ANALYSES AND REPORTING ASSISTANCE, AND CUSTOMIZED TECHNICAL SUPPORT. DIRECT CARE CAREERS FOCUSES ON ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES BY PROVIDING REWARDING CAREER OPPORTUNITIES AND EDUCATION IN THE DIRECT CARE FIELD. IT OFFERS ONE PLACE FOR JOB MATCHING, WORKER REGISTRY, TRAINING AND DEVELOPMENT PROGRAMS THAT EQUIP INDIVIDUALS WITH THE NECESSARY SKILLS AND KNOWLEDGE TO PROVIDE HIGH-QUALITY CARE. DIRECT CARE CAREERS ALSO COLLABORATES WITH STATES, PROVIDERS AND SELF-DIRECTING PARTICIPANTS TO PROMOTE THE VALUE OF DIRECT CARE WORK AND TO CREATE A SUPPORTIVE AND INCLUSIVE WORK ENVIRONMENT. THESE EFFORTS AIM TO ADDRESS WORKFORCE SHORTAGES IN THE DIRECT CARE SECTOR AND TO ENSURE THAT INDIVIDUALS RECEIVING CARE RECEIVE THE BEST POSSIBLE SUPPORT AND ASSISTANCE.

  Expenses $3,357,266 · Revenue $2,773,767

• MEETINGS: ADVANCING STATES HOSTS TWO CONFERENCES PER YEAR. THE HOME AND COMMUNITY BASED SERVICES (HCBS) CONFERENCE BRINGS TOGETHER FEDERAL AND STATE POLICYMAKERS, ADVOCATES AND ACADEMICS FROM ACROSS THE NATION TO SHARE INNOVATIVE STATE PRACTICES AND POLICIES IN HCBS PROGRAMS THAT SUPPORT INDIVIDUALS OF ALL AGES AND ABILITIES. ADVANCING STATES ALSO HOSTS A SPRING MEMBER MEETING TO PROMOTE PROMISING PRACTICES AND HIGHLIGHT CHANGES IN FEDERAL POLICIES THAT IMPACT STATE PROGRAMS. THE MEMBERSHIP MEETING IS HELD IN CONJUNCTION WITH THE MANAGED LONG-TERM SERVICES AND SUPPORTS (MLTSS) SYMPOSIUM THAT PROVIDES PARTICIPANTS WITH KEY ISSUES IN MLTSS AND ADDRESSES THE OPPORTUNITIES AND CHALLENGES IN MANAGED CARE.

  Expenses $2,203,907 · Revenue $2,473,244

• ENHANCED TECHNICAL ASSISTANCE: ADVANCING STATES PROVIDES ENHANCED TECHNICAL ASSISTANCE AND SUPPORT UNDER SEPARATE CONTRACTS DIRECTLY WITH STATES AND/OR WITH OTHER CONSULTANCIES. ADVANCING STATES ASSISTS STATES IN PROVIDING PROGRAMMATIC, OPERATIONAL, TRAINING AND TECHNICAL SUPPORT TO STATES.

  Expenses $1,316,529 · Revenue $1,994,629

• RESOURCES CENTERS AND TRAINING: THE NATIONAL INFORMATION AND REFERRAL SUPPORT CENTER (I&R SUPPORT CENTER) PROVIDES TRAINING, TECHNICAL ASSISTANCE, AND INFORMATION RESOURCES TO BUILD CAPACITY AND PROMOTE CONTINUING DEVELOPMENT OF AGING AND DISABILITY INFORMATION AND REFERRAL SERVICES NATIONWIDE.ADVANCING STATES PARTICIPATED AS A PARTNER WITH TWO NATIONAL VACCINATION GRANT PROJECTS FUNDED BY THE ADMINISTRATION FOR COMMUNITY LIVING (ACL). IN DECEMBER 2022, THE FEDERAL ADMINISTRATION FOR COMMUNITY LIVING AWARDED GRANTS TOTALING $125 MILLION TO USAGING AND NCOA TO BOOST COVID-19 AND ANNUAL FLU VACCINATION RATES AMONG OLDER ADULTS AND PEOPLE WITH DISABILITIES. USAGING ESTABLISHED THE AGING AND DISABILITY VACCINATION COLLABORATIVE (ADVC), DISTRIBUTING FUNDS TO ORGANIZATIONS FOR COMMUNITY VACCINE CLINICS, IN-HOME VACCINATIONS, TRANSPORTATION TO VACCINATION SITES, AND OUTREACH AND EDUCATION EFFORTS. NCOA'S INITIATIVE, FUNDED AT $50 MILLION, AWARDED GRANTS TO OVER 180 COMMUNITY-BASED ORGANIZATIONS AND 150 SENIOR CENTERS FOR TAILORED OUTREACH, VACCINE CLINICS, AND SUPPORT SERVICES. BOTH PROGRAMS AIM TO INCREASE VACCINE UPTAKE AND OVERALL WELLBEING AMONG OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES THROUGH TARGETED CAMPAIGNS AND PARTNERSHIPS WITHIN THE AGING AND DISABILITY NETWORKS.

  Expenses $619,847

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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.

Provenance

Return type

form_990

Tax year

2022

Filed

13 May 2024

IRS schema version

2022v5.0

Source object

202401349349303585

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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