Form 990 for tax year 2024

Totals

Total revenue

$12,277,435

Total expenses

$10,518,247

Contributions and grants received

$1,183,514

Grants paid

$0

Program service revenue

$10,972,165

Investment income

$96,567

Other revenue

$25,189

Total assets, end of year

$7,627,994

Total liabilities, end of year

$5,523,394

Net assets or fund balances, end of year

$2,104,600

Program services expenses (Part IX)

$9,076,290

Management and general expenses

$1,441,957

Fundraising expenses

$0

Program service expenses (Part III)

$9,076,290

Program services were 86.3% 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 · 2024

• Long-Term Services and Supports (LTSS):ADvancing States works to enhance and expand access to high-quality long-term services and supports for older adults and individuals with disabilities. The organization provides expertise, research, and policy analysis to assist states in designing and improving LTSS programs. This includes promoting innovative service models, supporting workforce development, and advocating for policies that strengthen home and community-based services (HCBS).Our work in LTSS is organized into three focus areas to support states:1. Aging and Disabilities - Strengthening state aging and disability programs to improve services and access for older adults and individuals with disabilities.2. Caregiving - Supporting state initiatives to enhance policies and programs for family and professional caregivers.3. LTSS Medicaid - Assisting states in designing, implementing, and improving Medicaid-funded LTSS programs, including HCBS waivers and managed long-term services and supports (MLTSS).In addition to general membership support, ADvancing States offers several specialized membership programs and initiatives that states can choose to participate in for an additional fee including:- National Core Indicators for Aging and Disabilities (NCI-AD) - A quality-of-life survey that helps states measure and improve outcomes for individuals receiving LTSS. This program is a partnership with the Human Services Research Institute (HSRI).- State of the Workforce-Aging and Disabilities -- A resource designed to assist states in analyzing and strengthening the direct care workforce. The tool collects data on information on wages, benefits, retention, and turnover of the direct care workforce. This survey is also conducted in partnership with HSRI.- Direct Care Careers - A workforce management solution that supports states in their efforts to recruit, train, and retain direct care workers, helping to address workforce shortages and improve service delivery. This initiative is a partnership with Altarum.- Next Gen HCBS Program - A leadership development initiative designed to train emerging state leaders in HCBS policy and program administration. This program equips participants with the knowledge, skills, and connections needed to become the next generation of state aging and disability leaders.- Managed Long-Term Services and Supports (MLTSS) Institute - A collaborative initiative that brings together state policymakers and managed care organizations to develop and improve systems of care that support individuals using MLTSS. The Institute provides a platform for dialogue, research, and innovation to help states design and implement effective MLTSS programs.Additionally, ADvancing States receives foundation support from Arnold Ventures and The John A. Hartford Foundation to advance our work in supporting states in duals integration and family caregiving initiatives.

  Expenses $3,781,919 · Revenue $5,226,271

• ADvancing States hosts two major meetings annually to convene state agencies, federal partners, and key stakeholders:1. Spring Members-Only Meeting - An exclusive gathering for state aging and disability directors and their staff, providing a private forum to discuss emerging policy issues, share challenges, and exchange best practices.2. National Home and Community-Based Services (HCBS) Conference - Held each August, the HCBS Conference is the premier national event for professionals working in aging, disability, and HCBS policy. This event brings together state and federal policymakers, service providers, managed care organizations, and researchers to discuss policy developments, innovative practices, and key challenges in LTSS. The conference features plenary sessions with federal officials, workshops on emerging trends, and opportunities for peer-to-peer learning to advance HCBS programs nationwide.

  Expenses $2,346,456 · Revenue $3,144,698

• ADvancing States provides expert technical assistance and training to states under contracts, supporting them in designing, implementing, and improving key programs. This enhanced technical assistance helps states:- Design new initiatives in LTSS to expand access and improve service delivery.- Update and strengthen adult protective services (APS) programs to enhance investigations, interventions, and data collection efforts.- Ensure compliance with Older Americans Act (OAA) regulations, assisting states in meeting federal requirements and improving program administration.- Develop new Medicaid waivers to expand HCBS and integrate services for targeted populations.- Improving state efforts to support individuals who are dually eligible for Medicaid and Medicare by assisting in the development of integrated care programs that enhance coordination and improve health outcomes.

  Expenses $1,529,779

• Through various resource centers, ADvancing States provides technical assistance, research, and guidance to states and stakeholders on critical policy and programmatic issues. These centers offer tools, publications, and data analysis to support decision-making and improve service delivery. They also facilitate peer learning opportunities and highlight emerging trends in aging and disability services.ADvancing States is the recipient of the Information and Referral (I&R) Resource Center, which provides training, technical assistance, and support to aging and disability information and referral agencies at the state and local levels nationwide. The I&R Resource Center helps agencies strengthen their capacity to provide accurate and timely information to individuals seeking long-term services and supports.In addition to operating the I&R Resource Center, ADvancing States partners with several national and local organizations to support additional technical assistance or resource centers. These partnerships include collaborations with the National Council on Aging (NCOA), USAging, Consumer Voice, New Editions, National Academy for State Health Policy (NASHP) and the Northeast Iowa Area Agency on Aging. The resource centers supported through these partnerships focus on key areas such as:- The Long-Term Care Ombudsman Program, which advocates for residents in nursing homes, assisted living, and other long-term care settings.- The State Health Insurance Program (SHIP), which provides free, unbiased counseling and assistance for Medicare beneficiaries.- Addressing Elder Mistreatment- The Medicare Improvements for Patients and Providers Act (MIPPA) program, which helps low-income Medicare beneficiaries access benefits and services.- The HCBS Technical Assistance Center on Preadmission Screening and Resident Review (PASRR), which supports state efforts to ensure individuals with disabilities receive appropriate services in the least restrictive setting.- Supporting Family Caregivers, providing resources, education, and assistance to states working to enhance caregiver support programs.- Supporting Area Agencies on Aging (AAAs) in their efforts to expand business opportunities and contracts between AAAs and health systems.

  Expenses $1,418,136 · Revenue $2,626,385

As filed on the 2024 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

2024

Filed

20 March 2026

IRS schema version

2024v5.5

Source object

202600829349300800

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