Advancing States Inc
Donations deductibleAdvancing States Inc's network
9 peoplei9 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| BEA Rector (also filed as Bea Rector) | President | 2020 | 6 yrs |
| Bonnie Silva | Company secretary | 2022 | 4 yrs |
| David Ward | At-Large | 2024 | 2 yrs |
| Jakenna L Lebsock (also filed as Jakenna Lebsock) | At-Large | 2024 | 2 yrs |
| Jason Kavulich | At-Large | 2025 | 1 yr |
| Nels Holmgren | Immediate Past President | 2018 | 8 yrs |
| Susan Demarois | Treasurer | 2022 | 4 yrs |
| Ursel McElroy | Vice President | 2022 | 4 yrs |
| Victoria L Elridge (also filed as Victoria Elridge) | At-Large | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
18 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Abigail COX | Sr. Director of Aging Policy | 2025 |
| April Young | Sr. Director of Strategic Initiatives | since 2022 |
| Camille Dobson | Deputy Executive Director | since 2018 |
| Damon Terzaghi | Sr Director Medicaid Policy & Planning | since 2018 |
| Denikka Pearl Barnett | Deputy Director of Operations | since 2020 |
| Erica Anderson Lindquist | Sr Director Business Acumen | 2018 |
| Gabriel Passos | Director of Executive Relations | 2025 |
| Holly Riley | Director of Aging Services | 2025 |
| Justin Hatmaker | Chief of Staff | 2024 |
| Kristin Murphy | Senior Director (Thru 5/22) | 2022 |
| Kathy Jo Greenlee | Sr. Director of Elder Justice | since 2024 |
| Martha Roherty | Executive Director | since 2018 |
| Nanette Relave | Sr. Director of I&R Support Center | since 2018 |
| Pearl Barnett | Deputy Director of State Services | 2025 |
| Rachel Feldman | Sr Director Corporate Relations | 2018 |
| Riina Lubja | Director of Finance | since 2022 |
| Robert Alonso | Chief Financial Officer | 2018 |
| Rachel Neely | Director of Medicaid Policy | 2025 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Martha Roherty | Executive Director | 35 | $401k | $53k | |
| Camille Dobson | Deputy Executive Director | 35 | $312k | $44k | |
| Kathy Greenlee | Sr. Director of Elder Justice | 30 | $186k | $45k | |
| Abby Cox | Sr. Director of Aging Policy | 35 | $166k | $25k | |
| Pearl Barnett | Deputy Director of State Services | 35 | $156k | $27k | |
| Nanette Relave | Sr. Director of I&R Support Center | 31.5 | $152k | $58k | |
| April Young | Sr. Director of Strategic Initiatives | 35 | $133k | $16k | |
| Rachel Neely | Director of Medicaid Policy | 35 | $126k | $25k | |
| Gabriel Passos | Director of Executive Relations | 35 | $117k | $17k | |
| Holly Riley | Director of Aging Services | 35 | $100k | $22k | |
| Bea Rector | President | 4 | $0 | ||
| Ursel McElroy | Vice President | 4 | $0 | ||
| Bonnie Silva | Secretary | 2 | $0 | ||
| Susan DeMarois | Treasurer | 2 | $0 | ||
| Nels Holmgren | Immediate Past President | 2 | $0 | ||
| Jakenna Lebsock | At-Large | 2 | $0 | ||
| Victoria Elridge | At-Large | 2 | $0 | ||
| David Ward | At-Large | 2 | $0 | ||
| Jason Kavulich | At-Large | 2 | $0 |
About
- Legal name
- Advancing States Inc
- EIN
- 396095459
- Address
- 241 18th St S Ste 403, Arlington, VA, 22202-3414
- State
- Virginia
- 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... (as filed on the Form 990)
- Activity (NTEE)
- P81C Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 7 (IRS master file code)
- Formed
- 1965
- Principal officer
- Martha Roherty (as named on the Form 990)
- IRS ruling date
- 1 August 1966
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsNels Holmgren
≥6years on the filingsBEA Rector
≥4years on the filingsBonnie Silva
≥4years on the filingsSusan Demarois
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $7.6m
- Total liabilities
- $5.5m
- Net assets or fund balances
- $2.1m
- Contributions and grants received
- $1.2m
- Program service revenue
- $11m
- Employees
- 33
- Volunteers
- 9
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $8.9m | $10.2m | Deficit $1.3m |
As filed on the IRS Form 990. US dollars.
State registration
3 entitiesiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.ADvancing States, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- nonprofit corporation
- Status
- Good Standing
- Formed
- 11 December 2015
- Registered agent
- Incorp Services, Inc. (city and state not held)
This register does not publish officers or directors.
Advancing States, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Oregon Secretary of State, active business entities (data.oregon.gov tckn-sxa6). Licence not stated. Data last fetched 18 October 2026.
- State
- Oregon
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 13 September 2024
- Registered agent
- Incorp Services, Inc. (city and state not held)
Advancing States, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Status
- Active
- Formed
- 7 October 2024
- Registered agent
- Not stated
This register does not publish officers or directors.