ADvancing States Inc

Nonprofit profile at a glance

EIN
396095459
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Arlington, VA, USA
Phone
2028982578
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Centers

Official website

Reported finances

Revenue
$12,277,435
Expenses
$10,518,247
Assets
$7,627,994
Liabilities
$5,523,394

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • Bea Rector (President)
  • Ursel McElroy (Vice President)
  • Nels Holmgren (Immediate Past President)
  • Martha Roherty (Executive Director)
  • Camille Dobson (Deputy Executive Director)

Highest reported compensation

  • Martha Roherty (Executive Director): $454,446 total reported compensation
  • Camille Dobson (Deputy Executive Director): $356,762 total reported compensation
  • Kathy Greenlee (Sr. Director of Elder Justice): $231,373 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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

What it reported doing in 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.

Operating model

Revenue model
Earned-program. 90% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 70
  • Accountability: 95
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.1%; rating input score 74
  • Program expense ratio: 86.3%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 14.3%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 0.73; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0.72; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 20.8%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 11% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 11.2% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 15.6% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 74.1% of revenue deployed · 86.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $9.1M in reported program spending
  • Leadership: top reported pay $454K · 19 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.8M reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.