Advancing States INC FY2022 filing

Tax-deductible

Arlington, VA501(c)(3)Since 1965Human ServicesEIN 39-6095459Revenue $6.3M in FY2022

On file with the IRSadvancingstates.org241 18th St S Ste 403, 22202-3414 · Arlington, VATax-exempt since Aug 1966Publicly supported — 509(a)(2)

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To improve systems and supports for older adults, people with disabilities, or their caregivers.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$1.4M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $244K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.4M
to officers and key staff · 26% of spending
Worth a look: pay to officers and key staff is 26% of spending; over 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.4M
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.3M
+54% vs prior year
Spent
$5.5M
To programs
86%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$6.3M
FY2022▲ +54%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.8M
FY2021$4.1M
FY2022$6.3M
FY2023$8.0M
FY2024$8.9M
FY2025$12.3M
Expenses
$5.5M
FY2022▲ +46%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.5M
FY2021$3.8M
FY2022$5.5M
FY2023$8.5M
FY2024$10.2M
FY2025$10.5M
Net assets
$1.9M
FY2022▲ +65%
Tap a bar for its year
Net assets by fiscal year
FY2020$845K
FY2021$1.2M
FY2022$1.9M
FY2023$1.5M
FY2024$329K
FY2025$2.1M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $4.7M Management & general 14% · $754K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$358,505Pt VII · Sec A
Deputy Executive Director
$248,752Pt VII · Sec A
Deputy Director of Operations
$192,460Pt VII · Sec A
SR Dir of Ltss Policy (thru 12/22)
$139,688Pt VII · Sec A
Senior Director (thru 5/22)
$135,212Pt VII · Sec A
Senior Dir of I&r Support Center
$129,335Pt VII · Sec A
Director of Finance
$109,427Pt VII · Sec A
Senior Dir of Business Acumen
$107,336Pt VII · Sec A

Martha Roherty’s $401K as Executive Director is at the 90th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Martha Roherty$401,437$370,575$380,721$358,505$365,729$258,693
Camille Dobson$312,362$284,415$278,909$248,752$231,040$231,698
Denikka Pearl Barnett—$212,219$213,117$192,460——
Kathy Greenlee$186,463—————
Kathy Jo Greenlee—$179,002————
Denikka Barnett————$175,162$151,552
Abby Cox$166,440—————
Damon Terzaghi——$155,990$139,688$152,577$148,152

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves systems and support for older adults, people with disabilities, and their caregivers.

Provided by the organization

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3 programs · $4.1M · in their own filed words · FY2021
01

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.

$1.7Mprogram expense
02

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.

$1.4Mprogram expense
03

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.

$997Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$25K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$6.3M
Ln 12
Fees for servicesLn 2g$5.0M
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$27K
Money outPt IX
$5.5M
Ln 25
Programscol B$4.7M
Managementcol C$754K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$4.3M
LiabilitiesLn 26$2.4M
PeoplePt VI, VII
17
listed · VII A
PaidVII A8
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.3M
Fees for servicesLn 2g$5.0M
Investment incomeLn 3$4K
Other incomeLn 4–11$27K
Gains on assetsLn 7−$12K
Total revenueLn 12$6.3M
Assets in detailPt X, end of year
CashLn 1$986K
SavingsLn 2$188K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$970K
Land, buildings, equipmentLn 10c$501K
Other assetsLn 15$0
Total assetsLn 16$4.3M
LiabilitiesLn 26$2.4M
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 519
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.4M$1.2M
InvestmentsLn 11–13$0$970K
Land, buildings, equipmentLn 10c$549K$501K
Total assetsLn 16$3.8M$4.3M
LiabilitiesLn 26$2.6M$2.4M
Net assetsLn 32$1.2M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$941K$820K$121K
Other salaries and wagesLn 7$1.3M$1.2M$165K
Other employee benefitsLn 9$405K$344K$62K
Legal feesLn 11b$64K$27K$36K
Accounting feesLn 11c$159K$159K
Lobbying feesLn 11d$78K$78K
Investment management feesLn 11f$5K$5K
Other fees for servicesLn 11g$990K$982K$7K
Office expensesLn 13$165K$130K$35K
OccupancyLn 16$152K$114K$38K
TravelLn 17$133K$95K$38K
Conferences, conventions and meetingsLn 19$745K$726K$19K
Depreciation, depletion and amortizationLn 22$80K$60K$20K
InsuranceLn 23$10K$9K$1K
Other expenses (24a–d)Ln 24$204K$165K$39K
All other expensesLn 24e$11K$1K$9K
Total functional expensesLn 25$5.5M$4.7M$754K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.3M$10.5M$1.8M$2.1M 990 PDF
FY2024 $8.9M$10.2M−$1.3M$329K 990 PDF
FY2023 $8.0M$8.5M−$469K$1.5M 990 PDF
FY2022 Viewing $6.3M$5.5M$796K$1.9M 990 PDF
FY2021 $4.1M$3.8M$326K$1.2M 990 PDF
FY2020 $4.8M$4.5M$301K$845K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $6,268,510 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $753,976$1,255,029
I-9 Program service revenuePrior year $3,322,010$4,986,316
I-10 Investment incomePrior year $196−$7,448
I-11 Other revenuePrior year $856$34,613
I-12 Total revenuePrior year $4,077,038$6,268,510
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,310,272$2,677,335
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,441,013$2,794,775
I-18 Total expensesPrior year $3,751,285$5,472,110
I-19 Revenue less expensesPrior year $325,753$796,400
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,268,510 across 7 lines filed
VIII-1e Government grants$1,255,029
VIII-1h Total contributions, gifts and grants$1,255,029
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,986,316$4,986,316
VIII-3 Investment incomeExcluded from tax $4,468$4,468
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$11,916−$11,916
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $34,613$34,613
VIII-12 Total revenueRelated to mission $4,986,316 · Unrelated business $0 · Excluded from tax $27,165$6,268,510
Part IX · Statement of functional expenses $5,472,110 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $820,209 · Management $120,635$940,844
IX-7 Other salaries and wagesPrograms $1,166,307 · Management $165,161$1,331,468
IX-9 Other employee benefitsPrograms $343,506 · Management $61,517$405,023
IX-11b Legal feesPrograms $27,450 · Management $36,059$63,509
IX-11c Accounting feesManagement $158,889$158,889
IX-11d Lobbying feesPrograms $78,000$78,000
IX-11f Investment management feesManagement $5,020$5,020
IX-11g Other fees for servicesPrograms $982,409 · Management $7,092$989,501
IX-13 Office expensesPrograms $129,980 · Management $34,925$164,905
IX-16 OccupancyPrograms $114,014 · Management $38,340$152,354
IX-17 TravelPrograms $94,631 · Management $37,897$132,528
IX-19 Conferences, conventions and meetingsPrograms $725,939 · Management $18,900$744,839
IX-22 Depreciation, depletion and amortizationPrograms $60,127 · Management $19,832$79,959
IX-23 InsurancePrograms $9,197 · Management $1,134$10,331
IX-24 Other expenses (24a–d)Programs $165,394 · Management $39,036$204,430
IX-24e All other expensesPrograms $1,024 · Management $9,486$10,510
IX-25 Total functional expensesPrograms $4,718,187 · Management $753,923 · Fundraising $0$5,472,110
Part X · Balance sheet $4,285,106 assets, 17 lines filed
X-1 Cash, non-interest-bearing$986,474
X-2 Savings and temporary cash investmentsStart of year $2,429,897$187,631
X-3 Pledges and grants receivableStart of year $279,085$0
X-4 Accounts receivableStart of year $308,104$1,445,248
X-9 Prepaid expenses and deferred chargesStart of year $127,153$195,048
X-10c Land, buildings and equipment, netStart of year $549,163$500,699
X-11 Publicly traded securitiesStart of year $0$970,006
X-15 Other assetsStart of year $92,000$0
X-16 Total assetsStart of year $3,785,402$4,285,106
X-17 Accounts payable and accrued expensesStart of year $379,526$463,593
X-19 Deferred revenueStart of year $671,726$1,251,176
X-24 Unsecured notes and loans payableStart of year $865,540$0
X-25 Other liabilitiesStart of year $698,235$642,038
X-26 Total liabilitiesStart of year $2,615,027$2,356,807
X-27 Net assets without donor restrictionsStart of year $1,170,375$1,928,299
X-32 Total net assets or fund balancesStart of year $1,170,375$1,928,299
X-33 Total liabilities and net assetsStart of year $3,785,402$4,285,106
Part XI · Reconciliation of net assets $1,928,299 net assets at year end
XI-1 Total revenue$6,268,510
XI-2 Total expenses$5,472,110
XI-3 Revenue less expenses$796,400
XI-4 Net assets at start of year$1,170,375
XI-5 Net unrealized gains (losses) on investments−$38,476
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,928,299

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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