Advancing States INC FY2024 filing

Tax-deductible

Arlington, VA501(c)(3)Since 1965Human ServicesEIN 39-6095459

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

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$1.6M 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

FY2024 · 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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.6M
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 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
$5.3M
94% of total assets
Concern: liabilities are 94% of assets; over 80%.
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
$8.9M
+11% vs prior year
Spent
$10.2M
To programs
91%
Net assets
$329K
By yearFY2020–FY2025
Revenue
$8.9M
FY2024▲ +11%
Revenue by fiscal year
FY2020$4.8M
FY2021$4.1M
FY2022$6.3M
FY2023$8.0M
FY2024$8.9M
FY2025$12.3M
Expenses
$10.2M
FY2024▲ +20%
Expenses by fiscal year
FY2020$4.5M
FY2021$3.8M
FY2022$5.5M
FY2023$8.5M
FY2024$10.2M
FY2025$10.5M
Net assets
$329K
FY2024▼ -78%
Net assets by fiscal year
FY2020$845K
FY2021$1.2M
FY2022$1.9M
FY2023$1.5M
FY2024$329K
FY2025$2.1M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2024 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

91 cents of each dollar spent went to programs.

Program services 91% · $9.2M Management & general 9% · $927K

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

Who runs it and what they're paid

18 people listed on the 990; $1.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$370,575Pt VII · Sec A
Deputy Executive Director
$284,415Pt VII · Sec A
Deputy Director of Operations
$212,219Pt VII · Sec A
Senior Director of Elder Justice
$179,002Pt VII · Sec A
SR Director of I&r Support Center
$139,835Pt VII · Sec A
Chief of Staff
$135,833Pt VII · Sec A
Director of Finance
$128,197Pt VII · Sec A
SR Director of Strategic Initiatives
$123,164Pt 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————
Martha Roherty——$380,721$358,505$365,729$258,693
Camille Dobson$312,362$284,415————
Camille Dobson——$278,909$248,752$231,040$231,698
Denikka Pearl Barnett——$213,117$192,460——
Denikka Pearl Barnett—$212,219————
Kathy Greenlee$186,463—————
Kathy Jo Greenlee—$179,002————

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.

See Advancing States INC executive salaries →

Are you one of these people? Claim this org to confirm your role

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

This section is blank until Advancing States INC claims this page.

Know this organization? Claim it to add your story

3 program services account for $7.9M of program spending, described in the organization's own filed words · FY2023.
01

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.

$4.1Mprogram expense
02

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…

$2.4Mprogram expense
03

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.

$1.4Mprogram expense

Run this program? Claim this org to tell your story

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 FY2024 990, line by line.

1The main four
Money inPt VIII
$8.9M
Ln 12
Fees for servicesLn 2g$7.9M
Gifts and grantsLn 1h$987K
Investment incomeLn 3$61K
Money outPt IX
$10.2M
Ln 25
Programscol B$9.2M
Managementcol C$927K
Owns and owesPt X
$329K
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$5.6M
LiabilitiesLn 26$5.3M
PeoplePt VI, VII
18
listed · VII A
PaidVII A8
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$987K
Government grantsLn 1e$987K
Fees for servicesLn 2g$7.9M
Investment incomeLn 3$61K
Other incomeLn 4–11$5K
Gains on assetsLn 7$32K
Total revenueLn 12$8.9M
Assets in detailPt X, end of year
CashLn 1$1.5M
SavingsLn 2$109K
Cash and savings togetherLn 1–2$1.7M
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$372K
Other assetsLn 15$922K
Total assetsLn 16$5.6M
LiabilitiesLn 26$5.3M
Net assetsLn 32$329K
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 FY24End FY24
Cash and savingsLn 1–2$1.8M$1.7M
InvestmentsLn 11–13$1.0M$1.2M
Land, buildings, equipmentLn 10c$452K$372K
Total assetsLn 16$6.2M$5.6M
LiabilitiesLn 26$4.7M$5.3M
Net assetsLn 32$1.5M$329K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.1M$1.0M$43K
Other salaries and wagesLn 7$1.9M$1.6M$294K
Pension plan contributionsLn 8$122K$117K$5K
Other employee benefitsLn 9$323K$310K$13K
Payroll taxesLn 10$200K$192K$8K
Legal feesLn 11b$20K$20K
Accounting feesLn 11c$131K$131K
Lobbying feesLn 11d$78K$75K$3K
Investment management feesLn 11f$14K$14K
Other fees for servicesLn 11g$3.5M$3.4M$49K
Office expensesLn 13$276K$197K$79K
OccupancyLn 16$160K$109K$50K
TravelLn 17$341K$330K$11K
Conferences, conventions and meetingsLn 19$1.6M$1.5M$51K
Depreciation, depletion and amortizationLn 22$97K$67K$29K
InsuranceLn 23$11K$5K$5K
Other expenses (24a–d)Ln 24$333K$203K$130K
All other expensesLn 24e$16K$6K$10K
Total functional expensesLn 25$10.2M$9.2M$927K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.3M$10.5M$1.8M$2.1M 990 PDF
FY2024 Viewing $8.9M$10.2M−$1.3M$329K 990 PDF
FY2023 $8.0M$8.5M−$469K$1.5M 990 PDF
FY2022 $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

Want to add your own materials alongside these filings? Claim this org

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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $8,916,226 across 7 lines filed
VIII-1e Government grants$987,067
VIII-1h Total contributions, gifts and grants$987,067
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,283,474 · Excluded from tax $1,580,025$7,863,499
VIII-3 Investment incomeExcluded from tax $28,840$28,840
VIII-7 Net gain or loss on sales of assetsExcluded from tax $32,036$32,036
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,784$4,784
VIII-12 Total revenueRelated to mission $6,288,258 · Unrelated business $0 · Excluded from tax $1,640,901$8,916,226
Part IX · Statement of functional expenses $10,168,294 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $1,017,421 · Management $43,313$1,060,734
IX-7 Other salaries and wagesPrograms $1,642,575 · Management $293,930$1,936,505
IX-8 Pension plan contributionsPrograms $117,432 · Management $4,999$122,431
IX-9 Other employee benefitsPrograms $309,653 · Management $13,182$322,835
IX-10 Payroll taxesPrograms $192,000 · Management $8,174$200,174
IX-11b Legal feesPrograms $20,342$20,342
IX-11c Accounting feesManagement $131,483$131,483
IX-11d Lobbying feesPrograms $75,326 · Management $2,674$78,000
IX-11f Investment management feesManagement $14,126$14,126
IX-11g Other fees for servicesPrograms $3,425,956 · Management $49,273$3,475,229
IX-13 Office expensesPrograms $196,946 · Management $79,382$276,328
IX-16 OccupancyPrograms $109,049 · Management $50,496$159,545
IX-17 TravelPrograms $329,598 · Management $11,043$340,641
IX-19 Conferences, conventions and meetingsPrograms $1,523,381 · Management $51,045$1,574,426
IX-22 Depreciation, depletion and amortizationPrograms $67,267 · Management $29,467$96,734
IX-23 InsurancePrograms $5,376 · Management $5,136$10,512
IX-24 Other expenses (24a–d)Programs $202,930 · Management $129,688$332,618
IX-24e All other expensesPrograms $5,830 · Management $9,801$15,631
IX-25 Total functional expensesPrograms $9,241,082 · Management $927,212 · Fundraising $0$10,168,294
Part X · Balance sheet $5,607,580 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,587,286$1,547,973
X-2 Savings and temporary cash investmentsStart of year $193,955$109,110
X-4 Accounts receivableStart of year $1,625,407$1,109,998
X-9 Prepaid expenses and deferred chargesStart of year $295,021$315,833
X-10c Land, buildings and equipment, netStart of year $451,505$372,049
X-11 Publicly traded securitiesStart of year $1,042,450$1,230,858
X-15 Other assetsStart of year $1,049,421$921,759
X-16 Total assetsStart of year $6,245,045$5,607,580
X-17 Accounts payable and accrued expensesStart of year $1,042,619$1,840,267
X-19 Deferred revenueStart of year $2,038,633$1,983,360
X-25 Other liabilitiesStart of year $1,639,360$1,454,626
X-26 Total liabilitiesStart of year $4,720,612$5,278,253
X-27 Net assets without donor restrictionsStart of year $1,524,433$329,327
X-32 Total net assets or fund balancesStart of year $1,524,433$329,327
X-33 Total liabilities and net assetsStart of year $6,245,045$5,607,580
Part XI · Reconciliation of net assets $329,327 net assets at year end
XI-1 Total revenue$8,916,226
XI-2 Total expenses$10,168,294
XI-3 Revenue less expenses−$1,252,068
XI-4 Net assets at start of year$1,524,433
XI-5 Net unrealized gains (losses) on investments$56,962
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$329,327

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.