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Virginia · Nonprofit

ADvancing States Inc

ADvancing States Inc (Virginia) receives grants from 7 organizations whose IRS filings report $3,240,178 to it, the largest being NATIONAL COUNCIL ON AGING INC ($1,704,958). 7 of them have funded it in more than one year.

Revenue FY2025
$12M
Funders on record
7
Grants received
$3.2M
Net assets
$2.1M
7/7 repeat funderspeak grant-dependency 8%
01What it does

What ADvancing States Inc does

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

As stated on its FY2025 Form 990.

Programs

  1. 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…

    $3,781,919 spent$5,226,271 earned by the program
    42% of program spending
  2. 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.

    $2,346,456 spent$3,144,698 earned by the program
    26% of program spending
  3. 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.

    $1,529,779 spent
    17% of program spending
  4. 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…

    $1,418,136 spent$2,626,385 earned by the program
    16% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $9,076,290.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($4.5M) Expenses 100 ($4.3M) Net assets 100 ($212k)2018 Revenue 100 ($4.5M) Expenses 98 ($4.2M) Net assets 245 ($520k)2020 Revenue 106 ($4.8M) Expenses 105 ($4.5M) Net assets 398 ($845k)2021 Revenue 91 ($4.1M) Expenses 88 ($3.8M) Net assets 551 ($1.2M)2022 Revenue 140 ($6.3M) Expenses 129 ($5.5M) Net assets 908 ($1.9M)2023 Revenue 179 ($8.0M) Expenses 200 ($8.5M) Net assets 718 ($1.5M)2024 Revenue 199 ($8.9M) Expenses 239 ($10M) Net assets 155 ($329k)2025 Revenue 274 ($12M) Expenses 247 ($11M) Net assets 992 ($2.1M)
'17'18'20'21'22'23'24'25
Revenue (274)Expenses (247)Net assets (992)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $5.6M to $7.6M (+36%).

$1.7M
$2.2M
$2.9M
$3.8M
$4.3M
$6.2M
$5.6M
$7.6M
'17'18'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 28% · 2018 29% · 2020 19% · 2021 18% · 2022 20% · 2023 9% · 2024 11% · 2025 10%. Grants only. Government contracts and fees sit inside program revenue.

10% of ADvancing States Inc’s revenue is contributions — about as donation-reliant as the typical peer (21% for the typical peer).

This organization
Typical peer · 3,405 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$232k
’17
$308k
’18
$301k
’20
$326k
’21
$796k
’22
−$469k
’23
−$1.3M
’24
$1.8M
’25
4.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Martha Roherty

Executive Director

As listed on its FY2025 Form 990.

'17'18'20'21'22'23'24'25
Listed1820131317151819
Joined·+6·+3+7+0+6+6
No longer listed·4·33235
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 6 funders, grant income rose $49k → $473k.

Funder
'17
'18
'19
'20
'21
'22
'23
'24*
'25*
total
Usagingunclassified
$615k
$225k
AARPunclassified
$76k
funders
1
3
3
3
4
6
6
5
4

1 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 9% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $200k from one payer (the payer shares this organization's board, largest Rockefeller Philanthropy Advisors Inc). These are real filings, and they are not money ADvancing States Inc raised.

From the IRS filings of ADvancing States Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

ADvancing States Inc leans on a few funders — its largest provides 53% of grant income and the top three 81%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund ADvancing States Inc.

53%
largest funder
81%
top three
~3
effective funders

Largest funder’s share by year: 2017 100% · 2018 77% · 2019 72% · 2020 59% · 2021 65% · 2022 38% · 2023 48% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

58% of ADvancing States Inc's grant income comes from Virginia funders.

IL
CA
VA
DC

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Virginia out of state home

Funder states come from each funder’s own filing. $306k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

ADvancing States Inc runs a healthier operating margin than three-quarters of the 2,396 human services nonprofits its size.

Operating margin14% · top quartile
Months of reserve4.5mo · top quartile
Revenue growth (annualized)13% · top quartile

this organization peer median middle 50% of peers· 2,396 human services nonprofits $10M–$100M, FY2025

Government funding ADvancing States Inc receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $3.1M on record — $1.6M federal, $1.5M state.

Federal$1.6M
grants $1.6Mcontracts $0
19
20
21
22
23
24
25
Top agencies
  • Department of Health and Human Services$1.6M
State$1.5M
19
20
21
22
23
24
25
26
By state
  • NJ$478k
  • CT$376k
  • OR$345k
  • VT$132k
  • MA$111k
  • FL$59k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like ADvancing States Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Virginia

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

86% of spending goes to programs.

Program 86%Management 14%Fundraising 0%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for ADvancing States Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds ADvancing States Inc?
ADvancing States Inc (Virginia) receives grants from 7 organizations whose IRS filings report $3,240,178 to it, the largest being NATIONAL COUNCIL ON AGING INC ($1,704,958). 7 of them have funded it in more than one year.
How many funders does ADvancing States Inc have?
IRS filings report 7 organizations giving $3,240,178 in grants to ADvancing States Inc, 7 of which have funded it in more than one year.
Who is the largest funder of ADvancing States Inc?
NATIONAL COUNCIL ON AGING INC is the largest funder on record, with $1,704,958 in grants. The full list of funders is on this page.
How can an organization like ADvancing States Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds ADvancing States →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing