NonprofitsAdvancing States Inc

Human Services

Advancing States Inc

ARLINGTON, VA

Total revenue

$8.9M

Total expenses

$10.2M

Net assets

$329K

Grants received

$3.4M

36 grants

EIN

396095459

Tax year

2023

Mission

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

Programs

3 programs

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: $2.4M

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: $1.4M

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: $1.4M

Financials

FY 2023

Revenue

Contributions & grants$987K
Program service revenue$7.9M
Investment income$61K
Other revenue$5K
Total revenue$8.9M

Expenses

Grants paid
Salaries & benefits$3.6M
Fundraising
Other expenses$6.5M
Total expenses$10.2M
Total assets$5.6M
Net assets$329K

People

18 listed

NameRoleCompensation

Martha Roherty

Executive Director

Board

$371K

35 hrs/wk

Camille Dobson

Deputy Executive Director

Board

$284K

35 hrs/wk

Denikka Pearl Barnett

Deputy Director of Operations

Board

$212K

35 hrs/wk

Jakenna L Lebsock

At-Large

Board

2 hrs/wk

Nels Holmgren

President

Board

4 hrs/wk

David Ward

At-Large

Board

2 hrs/wk

Bea Rector

Vice President

Board

4 hrs/wk

Ursel McElroy

Secretary

Board

2 hrs/wk

Bonnie Silva

Treasurer

Board

2 hrs/wk

Jessica Bax

At-Large

Board

2 hrs/wk

Susan DeMarois

At-Large

Board

2 hrs/wk

Elizabeth Chen

At-Large (until 6/1/24)

Board

2 hrs/wk

Victoria L Elridge

At-Large

Board

2 hrs/wk

Kathy Jo Greenlee

Senior Director of Elder Justice

Staff

$179K

30 hrs/wk

Nanette Relave

Sr Director of I&R Support Center

Staff

$140K

35 hrs/wk

Justin Hatmaker

Chief of Staff

Staff

$136K

35 hrs/wk

Riina Lubja

Director of Finance

Staff

$128K

35 hrs/wk

April Young

Sr Director of Strategic Initiatives

Staff

$123K

35 hrs/wk

Independent contractors

Altarum Institute

Tech & Infrastructure Development

$700K

Human Services Research Institute

Tech & Data Tool Development

$380K

HCBS Strategies Incorporated

Program Support Services

$254K

EventsAIR

Software Services

$142K

HPN Destination Services LLC

Conference Support Services

$142K

Grants received

Showing 36 of 36

FromAmountPurposeYear
$172K
TO PROVIDE TECHNICAL ASSISTANCE TO TWO STATES FOCUSED ON SHIFTING CARE DELIVERY FROM INSTITUTIONS TO THE HOME OR COMMUNITY.
2024
$150K
MAXIMIZING THE IMPACT OF AMERICAN RESCUE PLAN ACT HOME AND COMMUNITY-BASED FUNDING - STATE SUPPORT AND LEARNING PROJECT
2024
$147K
SERVICES FOR THE AGING GRANT
2024
$99K
STATE LEARNING COLLABORATIVE ON INTEGRATING DIRECT CARE WORKFORCE AND FAMILY CAREGIVING POLICIES
2024
$25K
IS TO PROVIDE ESSENTIAL SUPPORT FOR THE OMBUDSMAN NETWORK IN ITS EFFORT TO PROVIDE ASSISTANCE TO AND EMPOWER THE RESIDENTS OF LONG-TERM CARE FACILITIES AND THEIR FAMILIES AND OTHER REPRESENTATIVES.
2024
$12K
Sponsorship of annual conference
2024
$225K
SERVICES FOR THE AGING GRANT
2023
$75K
MAXIMIZING THE IMPACT OF ARPA HCBS FUNDING - STATE SUPPORT AND LEARNING PROJECT
2023
$71K
TO SUPPORT THE ADVANCING STATES' HCBS CONFERENCE.
2023
$43K
Payments for research study related activities
2023
$13K
IS TO PROVIDE ESSENTIAL SUPPORT FOR THE OMBUDSMAN NETWORK IN ITS EFFORT TO PROVIDE ASSISTANCE TO AND EMPOWER THE RESIDENTS OF LONG-TERM CARE FACILITIES AND THEIR FAMILIES AND OTHER REPRESENTATIVES.
2023
$12K
Sponsorship 2023 Home & Community-Based Services Conference
2023
$315K
Maximizing the impact of American Rescue Plan Act Home and Community-based Funding - State Support and Learning Project
2022
$106K
TO PROVIDE TECHNICAL ASSISTANCE TO TWO STATES FOCUSED ON SHIFTING CARE DELIVERY FROM INSTITUTIONS TO THE HOME OR COMMUNITY.
2022
$75K
THIS PROJECT SUPPORTS STATES IN THE DESIGN OF HOME AND COMMUNITY BASED SERVICES PROGRAMS LEVERAGING ARPA FUNDING.
2022
$40K
State Technical Assistance for ARPA HCBS Funding Implementation
2022
$25K
IS TO PROVIDE ESSENTIAL SUPPORT FOR THE OMBUDSMAN NETWORK IN ITS EFFORT TO PROVIDE ASSISTANCE TO AND EMPOWER THE RESIDENTS OF LONG-TERM CARE FACILITIES AND THEIR FAMILIES AND OTHER REPRESENTATIVES.
2022
$12K
Sponsorship of the conference
2022
$10K
Payments for research study related activities
2022
$75K
For grant recipient's exempt purposes
2021
$75K
For grant recipient's exempt purposes
2021
$25K
TO ASSIST STATES IN SCALING EFFECTIVE HOME AND COMMUNITY-BASED SERVICES.
2021
$25K
IS TO PROVIDE ESSENTIAL SUPPORT FOR THE OMBUDSMAN NETWORK IN ITS EFFORT TO PROVIDE ASSISTANCE TO AND EMPOWER THE RESIDENTS OF LONG-TERM CARE FACILITIES AND THEIR FAMILIES AND OTHER REPRESENTATIVES.
2021
$10K
Payments for research study related activities
2021
$25K
IS TO PROVIDE ESSENTIAL SUPPORT FOR THE OMBUDSMAN NETWORK IN ITS EFFORT TO PROVIDE ASSISTANCE TO AND EMPOWER THE RESIDENTS OF LONG-TERM CARE FACILITIES AND THEIR FAMILIES AND OTHER REPRESENTATIVES.
2020
$10K
Sponsorship of annual conference
2020
$10K
Sponsorship of the National Home and Community Based Services Conference
2019
$27K
IS TO PROVIDE ESSENTIAL SUPPORT FOR THE OMBUDSMAN NETWORK IN ITS EFFORT TO PROVIDE ASSISTANCE TO AND EMPOWER THE RESIDENTS OF LONG-TERM CARE FACILITIES AND THEIR FAMILIES AND OTHER REPRESENTATIVES.
2018

Funded by

$3.4M from 11 funders · 36 grants · 2017–2024

National Council On Aging Inc

$1.3M · 7 grants · 2017–2023

The John A Hartford Foundation Inc

$604K · 4 grants · 2022–2024

Usaging

$372K · 2 grants · 2023–2024

Laura And John Arnold Foundation

$348K · 3 grants · 2022–2024

The Scan Foundation

$150K · 2 grants · 2022–2023

Nccnhr Dba The National Consumer Voice

$139K · 6 grants · 2018–2024

Details

EIN396095459
NTEE codeP81C
Subsection03
Ruling date1966-08
Formed1965
Employees33
Volunteers9
ADVANCING STATES INC — Mission, Financials & Grants Received | Grantivo