ADvancing States Inc

EIN: 396095459 501(c)(3) Human Services

Arlington, VA

Total Revenue
$12,277,435
Total Expenses
$10,518,247
Total Assets
$7,627,994
Net Assets
$2,104,600
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
WI
Principal Officer
Martha Roherty
Phone
2028982578
Tax Period
2024-07-01 to 2025-06-30

ADvancing States Inc, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $12.3M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $10.5M left a modest 14% surplus.

Mission

ADvancing States is a national association representing the 56 state and territorial agencies on aging and disability services. The organization is dedicated to supporting state agencies in developing, implementing, and improving programs that serve older adults, people with disabilities, and their caregivers. ADvancing States is funded through membership dues, grants and subcontracts with the federal government through the U.S. Department of Health and Human Services, revenue from national meetings, and enhanced technical assistance projects funded by state agencies and foundations. Our work helps states advance community integration, health and wellness, consumer access, the paid and unpaid workforce, organizational effectiveness, participant health and welfare, quality outcomes, and service access. The organization's operations are structured into four primary categories: Long-Term Services

Program Service Accomplishments

Program 1
Expenses: $3,781,919 Revenue: $5,226,271

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...

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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.

Program 2
Expenses: $2,346,456 Revenue: $3,144,698

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...

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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.

Program 3
Expenses: $1,529,779

ADvancing States provides expert technical assistance and training to states under contracts, supporting them in designing, implementing, and improving key programs. This enhanced technical...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,183,514
Program Service Revenue $10,972,165
Investment Income $96,567
Other Revenue $25,189
TOTAL REVENUE $12,277,435

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,310,156
Fundraising Expenses $0
Program Expenses $9,076,290
Other Expenses $6,208,091
TOTAL EXPENSES $10,518,247

Year-over-Year Comparison

2024 2023 Change
Revenue $12,277,435 $8,916,226 +0.4%
Expenses $10,518,247 $10,168,294 +0.0%
Net Income $1,759,188 $-1,252,068 -2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
33
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$1,334,334
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bea Rector President 4.00
Officer Director
$0 $0 $0
Ursel McElroy Vice President 4.00
Officer Director
$0 $0 $0
Bonnie Silva Secretary 2.00
Officer Director
$0 $0 $0
Susan DeMarois Treasurer 2.00
Officer Director
$0 $0 $0
Nels Holmgren Immediate Past President 2.00
Director
$0 $0 $0
Jakenna Lebsock At-Large 2.00
Director
$0 $0 $0
Victoria Elridge At-Large 2.00
Director
$0 $0 $0
David Ward At-Large 2.00
Director
$0 $0 $0
Jason Kavulich At-Large 2.00
Director
$0 $0 $0
Martha Roherty Executive Director 35.00
Officer
$401,437 $53,009 $454,446
Camille Dobson Deputy Executive Director 35.00
Officer
$312,362 $44,400 $356,762
April Young Sr. Director of Strategic Initiatives 35.00
Officer
$133,056 $16,018 $149,074
Abby Cox Sr. Director of Aging Policy 35.00
Officer
$166,440 $25,045 $191,485
Pearl Barnett Deputy Director of State Services 35.00
Officer
$155,559 $27,008 $182,567
Kathy Greenlee Sr. Director of Elder Justice 30.00
Highest
$186,463 $44,910 $231,373
Nanette Relave Sr. Director of I&R Support Center 31.50
Highest
$151,505 $58,156 $209,661
Rachel Neely Director of Medicaid Policy 35.00
Highest
$126,314 $24,500 $150,814
Gabriel Passos Director of Executive Relations 35.00
Highest
$116,717 $17,442 $134,159
Holly Riley Director of Aging Services 35.00
Highest
$100,261 $22,477 $122,738
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $12,277,435 $10,518,247 $7,627,994 $1,759,188
2024 $8,916,226 $10,168,294 $5,607,580 $-1,252,068
2023 $8,019,640 $8,488,969 $6,245,045 $-469,329
2022 $6,268,510 $5,472,110 $4,285,106 $796,400
2021 $4,077,038 $3,751,285 $3,785,402 $325,753
2020 $4,772,131 $4,470,863 $2,853,921 $301,268
2018 $4,479,576 $4,171,848 $2,237,587 $307,728
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