Nonprofit · EIN 39-6095459
ADVANCING STATES INC
Tax-exempt · ARLINGTON, VA 22202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,277,435 | $10,518,247 | $1,759,188 | $7,627,994 | $5,523,394 | $2,104,600 |
| June 30, 2024 | 990 | $8,916,226 | $10,168,294 | -$1,252,068 | $5,607,580 | $5,278,253 | $329,327 |
| June 30, 2023 | 990 | $8,019,640 | $8,488,969 | -$469,329 | $6,245,045 | $4,720,612 | $1,524,433 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,183,514
- of which government grants
- $1,183,514
- Program service revenue
- $10,972,165
- Investment income
- $96,567
- Net gain from sales of assets
- $64,500
- Other revenue
- $25,189
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,021,563
- Other salaries and wages
- $2,498,353
- Salaries, compensation and benefits (total)
- $4,310,156
- Professional fundraising fees
- $0
- Legal fees
- $68,945
- Accounting fees
- $223,112
- Occupancy
- $151,282
- Travel
- $408,984
- Depreciation
- $97,100
- Program services (functional)
- $9,076,290
- Management and general (functional)
- $1,441,957
Balance sheet and other
- Total assets, start of year
- $5,607,580
- Total assets, end of year
- $7,627,994
- Total liabilities, end of year
- $5,523,394
- Net assets, end of year
- $2,104,600
- Land, buildings and equipment
- $291,515
- Publicly traded securities
- $1,312,995
- Net assets without donor restrictions
- $2,104,600
- Gross receipts
- $13,308,927
- Employees
- 33
- Volunteers
- 9
- Year formed
- 1965
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Martha Roherty | Executive Director Officer | 35 | $401,437 | $53,009 |
| Camille Dobson | Deputy Executive Director Officer | 35 | $312,362 | $44,400 |
| Kathy Greenlee | Sr. Director of Elder Justice Highest-paid employee | 30 | $186,463 | $44,910 |
| Nanette Relave | Sr. Director of I&R Support Center Highest-paid employee | 31.5 | $151,505 | $58,156 |
| Abby Cox | Sr. Director of Aging Policy Officer | 35 | $166,440 | $25,045 |
| Pearl Barnett | Deputy Director of State Services Officer | 35 | $155,559 | $27,008 |
| Rachel Neely | Director of Medicaid Policy Highest-paid employee | 35 | $126,314 | $24,500 |
| April Young | Sr. Director of Strategic Initiatives Officer | 35 | $133,056 | $16,018 |
| Gabriel Passos | Director of Executive Relations Highest-paid employee | 35 | $116,717 | $17,442 |
| Holly Riley | Director of Aging Services Highest-paid employee | 35 | $100,261 | $22,477 |
| Bea Rector | President Trustee or director, Officer | 4 | $0 | $0 |
| Ursel McElroy | Vice President Trustee or director, Officer | 4 | $0 | $0 |
| Bonnie Silva | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Susan DeMarois | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Nels Holmgren | Immediate Past President Trustee or director | 2 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jakenna Lebsock | At-Large Trustee or director | 2 | $0 |
| Victoria Elridge | At-Large Trustee or director | 2 | $0 |
| David Ward | At-Large Trustee or director | 2 | $0 |
| Jason Kavulich | At-Large Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Martha Roherty | Executive Director Officer | 35 | $370,575 | $44,725 |
| Camille Dobson | Deputy Executive Director Officer | 35 | $284,415 | $40,161 |
| Denikka Pearl Barnett | Deputy Director of Operations Officer | 35 | $212,219 | $35,803 |
| Kathy Jo Greenlee | Senior Director of Elder Justice Highest-paid employee | 30 | $179,002 | $24,033 |
| Nanette Relave | Sr Director of I&R Support Center Highest-paid employee | 35 | $139,835 | $36,551 |
| Riina Lubja | Director of Finance Highest-paid employee | 35 | $128,197 | $36,840 |
| Justin Hatmaker | Chief of Staff Highest-paid employee | 35 | $135,833 | $20,308 |
| April Young | Sr Director of Strategic Initiatives Highest-paid employee | 35 | $123,164 | $19,412 |
| Nels Holmgren | President Trustee or director, Officer | 4 | $0 | $0 |
| Bea Rector | Vice President Trustee or director, Officer | 4 | $0 | $0 |
| Ursel McElroy | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Bonnie Silva | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jessica Bax | At-Large Trustee or director | 2 | $0 | $0 |
| Susan DeMarois | At-Large Trustee or director | 2 | $0 | $0 |
| Elizabeth Chen | At-Large (until 6/1/24) Trustee or director | 2 | $0 | $0 |
| Victoria L Elridge | At-Large Trustee or director | 2 | $0 | $0 |
| Jakenna L Lebsock | At-Large Trustee or director | 2 | $0 | $0 |
| David Ward | At-Large Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARTHA ROHERTY | EXECUTIVE DIRECTOR Officer | 35 | $380,721 | $63,982 |
| CAMILLE DOBSON | DEPUTY EXECUTIVE DIRECTOR Officer | 35 | $278,909 | $50,079 |
| DENIKKA PEARL BARNETT | DEPUTY DIRECTOR OF OPERATIONS Officer | 35 | $213,117 | $47,874 |
| DAMON TERZAGHI | SR DIR OF LTSS POLICY (THRU 12/22) Highest-paid employee | 35 | $155,990 | $49,147 |
| NANETTE RELAVE | SENIOR DIR OF I&R SUPPORT CENTER Highest-paid employee | 35 | $142,372 | $46,280 |
| RIINA LUBJA | DIRECTOR OF FINANCE Highest-paid employee | 35 | $117,458 | $35,095 |
| APRIL YOUNG | SENIOR DIR OF BUSINESS ACUMEN Highest-paid employee | 35 | $117,491 | $22,102 |
| KATHLEEN DOUGHERTY | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| NELS HOLMGREN | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| BEA RECTOR | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| URSEL MCELROY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN DEMAROIS | AT LARGE Trustee or director | 2 | $0 | $0 |
| JESSICA BAX | AT LARGE Trustee or director | 2 | $0 | $0 |
| BONNIE SILVA | AT LARGE Trustee or director | 2 | $0 | $0 |
| CURTIS CUNNINGHAM | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 241 18TH ST S STE 403, ARLINGTON, VA 22202-3414
- Principal officer (990 for 2024)
- Martha Roherty, 241 18th Street S Ste 403, Arlington, VA 222023414
- Signed the 990
- Martha Roherty, Executive Director
- Phone
- (202) 898-2578
- Return prepared by
- Rogers & Company PLLC
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 accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6095459
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81C)
- Assets (IRS master file)
- $7,627,994
- Income (IRS master file)
- $13,308,927
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,277,435 | $10,518,247 | $7,627,994 | XML |
| 990 | June 2024 | $8,916,226 | $10,168,294 | $5,607,580 | XML |
| 990 | June 2023 | $8,019,640 | $8,488,969 | $6,245,045 | XML |
| 990 | June 2022 | $6,268,510 | $5,472,110 | $4,285,106 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6095459).
Questions about ADVANCING STATES INC
- What is the EIN of ADVANCING STATES INC?
- The employer identification number (EIN) of ADVANCING STATES INC is 39-6095459.
- Is ADVANCING STATES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to ADVANCING STATES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ADVANCING STATES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ADVANCING STATES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVANCING STATES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ADVANCING STATES INC?
- The 990 for the year ended June 30, 2025 names Martha Roherty.
- Who are the officers and directors of ADVANCING STATES INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 10 received compensation from the organization, the highest $401,437 (Martha Roherty, Executive Director).
- How much revenue does ADVANCING STATES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,277,435, expenses of $10,518,247 and total assets of $7,627,994 at year end.
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