Civic Intelligence

Advance Community

990 • Fiscal year 2019 • EIN 23-7087997

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 02, 2020

1911 W Earll DrPhoenix, AZ 85015

(602) 252-7772

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

35th percentile

$90,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

45%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$4,307,448

Up $664,874 (+18%) from 2018

Net Assets

Up

$4,254,642

Up $637,205 (+18%) from 2018

Liabilities

Up

$52,806

Up $27,669 (+110%) from 2018

Revenue

Up

$5,226,613

Up $1,627,250 (+45%) from 2018

Expenses

Up

$4,565,334

Up $1,232,926 (+37%) from 2018

Net Income

Up

$661,279

Up $394,324 (+148%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2016: $3,970,701Liabilities 2016: $41,734Net Assets 2016: $3,928,9672016Assets 2018: $3,642,574Liabilities 2018: $25,137Net Assets 2018: $3,617,4372018Assets 2019: $4,307,448Liabilities 2019: $52,806Net Assets 2019: $4,254,6422019Assets 2020: $5,790,668Liabilities 2020: $219,803Net Assets 2020: $5,570,8652020Assets 2021: $5,441,350Liabilities 2021: $118,695Net Assets 2021: $5,322,6552021Assets 2022: $4,252,861Liabilities 2022: $93,457Net Assets 2022: $4,159,4042022

Highlighted filing

2019

Assets$4,307,448
Liabilities$52,806
Net Assets$4,254,642

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $3,545,254Expenses 2016: $3,551,448Net Income 2016: -$6,1942016Revenue 2018: $3,599,363Expenses 2018: $3,332,408Net Income 2018: $266,9552018Revenue 2019: $5,226,613Expenses 2019: $4,565,334Net Income 2019: $661,2792019Revenue 2020: $5,032,768Expenses 2020: $3,845,397Net Income 2020: $1,187,3712020Revenue 2021: $6,254,159Expenses 2021: $6,909,009Net Income 2021: -$654,8502021Revenue 2022: $4,907,528Expenses 2022: $5,441,547Net Income 2022: -$534,0192022

Highlighted filing

2019

Revenue$5,226,613
Expenses$4,565,334
Net Income$661,279
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 2, 2020
Return Version
2018v3.2
Gross Receipts
$5,347,390
Mission and Program Overview

Mission

We build optimal health in under-resourced communities across the globe.

Esperana's mission is to improve health and provide hope through disease prevention, education and treatment for every life we touch.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,101,948$3,055,990▼ $45,958
Pledges and Grants Receivable-$553,263-
Cash and Non-Interest-Bearing Accounts$219,612$255,154▲ $35,542
Savings and Temporary Cash Investments$134,288$188,734▲ $54,446
Land, Buildings, and Equipment, Net$165,399$159,488▼ $5,911
Prepaid Expenses and Deferred Charges$21,327$26,015▲ $4,688
Total Assets$3,642,574$4,307,448▲ $664,874
Other Assets Total-$68,804-
Liabilities
Accounts Payable and Accrued Expenses$25,137$52,806▲ $27,669
Total Liabilities$25,137$52,806▲ $27,669
Net Assets / Fund Balance
Unrestricted Net Assets$2,619,424$2,997,045▲ $377,621
Permanently Rstr Net Assets$859,680$859,680→ $0
Temporarily Rstr Net Assets$138,333$397,917▲ $259,584
Total Net Assets Fund Balance$3,617,437$4,254,642▲ $637,205
Total Liabilities and Net Assets / Fund Balance$3,642,574$4,307,448▲ $664,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$126,570$199,152$325,722
Land$32,918-$32,918
Equipment-$21,601$21,601

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,999,233-▲ $71,300$71,300$2,434,233
2017$2,999,233-▲ $45,627$45,627$2,999,233
2016$3,037,223-▲ $318,001$355,991$2,999,233
2015$3,037,223-▲ $266,034$266,034$3,037,223
2014$3,022,223$15,000▼ $3,740$3,740$3,037,223
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeri RoycePresident/ceFT$90,000$90,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,693,296
Program Service Revenue
$0
Investment Income
$95,551
Other Revenue
$437,766
All Other Contributions
$4,693,296
Change in Net Assets
$661,279

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies2$2,705,226Fair Market Value (FMV)
Total Noncash Contributions2$2,705,226-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,226,613
Revenue Not Reported on Form 990
$1,859,165
Total Revenue per Audited Statements
$7,085,778
Total Revenue per Form 990
$5,226,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,303,530
Salaries, Compensation, and Employee Benefits$706,744
Grants and Similar Amounts Paid$555,060
Total Fundraising Expense$321,795
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$555,060--$555,060
Other Salaries and Wages$231,511$158,531$82,039$472,081
Fees for Services Other$51,230$13,209$120,456$184,895
Office Expenses$42,774$8,612$53,066$104,452
Travel$83,552$25$9,284$92,861
Current Officers, Directors, Trustees, and Key Employees$44,137$30,223$15,640$90,000
Other Employee Benefits$38,277$25,262$13,014$76,553
Payroll Taxes$23,234$15,334$7,900$46,468
All Other Expenses$14,119$9,375$4,800$28,294
Other Expenses$26,175$6,446$75$26,250
Pension Plan Contributions$10,821$7,142$3,679$21,642
Insurance$7,524$2,713$2,097$12,334
Occupancy$4,077$2,691$1,387$8,155
Conferences and Meetings$5,779$497$1,318$7,594
Depreciation Depletion$3,605$1,300$1,005$5,910
Total Functional Expenses$3,962,179$281,360$321,795$4,565,334

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,448,573
Expenses per Audited Statements$4,565,334
Total Expenses per Form 990$4,565,334
Expenses Not Reported on Form 990$1,883,239
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$469,823
Fundraising Direct Expenses$32,057
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hope Breakfast$469,823$469,823$32,057$437,766
Total Events$469,823$469,823$32,057$437,766
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Esperanca's board treaurer worked for henry & horne cpa firm. Our completed form 990 is given to henry & horne for review prior to being distributed to the board finance committee, for their approval. After both reviews have been approved, the form 990 is provided to all board members for approval by vote at our march board meeting.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is reviewed prior to each annual board meeting in september, where all members and employees must sign a copy.

Form 990, Page 6, Part VI, Line 15A

The governance committee conducts an annual review of the president and ceo. Compensation is approved by the entire board of directors.

Form 990, Page 6, Part VI, Line 19

Esperanca provides viewable copies of our audited financial statements as well as our most recent form 990 on our website. Additionally, we upload these important documents to charity navigator, guidestar, and other website where interested parites/donors may obtain copies.

Filing and Contact Details

Filer

Filer Name
Esperanca Inc
EIN
23-7087997
Phone
6022527772
Address
1911 W EARLL DR, PHOENIX, AZ 85015

Signing Officer

Name
Jeri Royce
Title
President/CEO
Phone
6022527772
Signed
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Royce
Formed
1970
Legal Domicile
Az
Voting Board Members
22
Independent Board Members
22
Employees
18
Volunteers
225

Preparer

Firm
Fester & Chapman Pllc
Address
9019 E BAHIA DR STE 100, SCOTTSDALE, AZ 85260
Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Esperana (es-pe-ran-sah), the portuguese word for hope, resonates in everything we do. We are more than doctors, donors, volunteers. We are activists, community members, and global citizens. We are connected to our work because we are there, on the ground, letting the people tell us what they need. Of all the work esperana conducts, none is more dramatic than the effect the medical teams (consisting of a minimum of a surgeon, nurse, and anesthesiologist) have on the lives of the families served through our volunteer surgical missions. Due to the poor political climate in some of the countries we serve, we were unable to send all of the scheduled surgical teams from the united states out of safety concerns. Last year we sent only four volunteer surgical teams to ecuador, and peru. They performed 192 surgeries with an in-kind value of 2.41 million. However, through our medical partners in nicaragua we facilitated 35 medical brigade missions where we treated 3,376 patients for an in-kind value of 936,632. Patients were treated for severe burns, cleft palates, injuries & deformities, goiters, hernias, tumors, gall bladders, and a full range of obstetric and gynecological needs. Additioanlly, critical medical supplies with an in-kind value of 2.67 million were shipped to hospitals and clinics to provide life saving assistance. For more information please visit www.wetransformlives.org

Form 990, Page 2, Part III, Line 4B

Each year, esperana's public health programs serve over 45,000 people,saving thousands of lives on three continents. Currently we have projects in bolivia, ecuador, costa rica, nicaragua, mozambique, peru, and phoenix, arizona (usa), internationally, each site includes preventative health education on important health issues such as malaria, hiv/aids, chagas disease, respiratory infections, diarrheal diseases, and maternal and infant health. Clean water and sanitation, home building improvements, and nutrition and food security projects are provided in remote rural villages where improper waste disposal and unsafe drinking water, open cooking fires that lead to respiratory infections and burns, thatch roofs that house disease-bearing insects, and inadequate nutrition are some of the main factors that lead to numerous preventable diseases. Local health professionals and residents receive training, and all unskilled labor is provided by those who benefit from the projects. In arizona (usa) esperana's phoenix program identifies local communities that have high rates of poverty and lack health resources. The phoenix program develops and implements programs on obesity prevention, nutrition, physical activity, oral health, diabetes education/prevention among other chronic disease management and prevention programs for all ages from children through senior citizens.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment was established to help ensure the long-term financial sustainability of the organization. All investment income, including interest, dividends, and realized/unrealized gains/losses from these investments are available for unrestricted use.

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IRS990/Desc0ESPERANA (ES-PE-RAN-SAH), THE PORTUGUESE WORD FOR HOPE, RESONATES IN EVERYTHING WE DO. WE ARE MORE THAN DOCTORS, DONORS, VOLUNTEERS. WE ARE ACTIVISTS, COMMUNITY MEMBERS, AND GLOBAL CITIZENS. WE ARE CONNECTED TO OUR WORK BECAUSE WE ARE THERE, ON THE GROUND, LETTING THE PEOPLE TELL US WHAT THEY NEED. OF ALL THE WORK ESPERANA CONDUCTS, NONE IS MORE DRAMATIC THAN THE EFFECT THE MEDICAL TEAMS (CONSISTING OF A MINIMUM OF A SURGEON, NURSE, AND ANESTHESIOLOGIST) HAVE ON THE LIVES OF THE FAMILIES SERVED THROUGH OUR VOLUNTEER SURGICAL MISSIONS. DUE TO THE POOR POLITICAL CLIMATE IN SOME OF THE COUNTRIES WE SERVE, WE WERE UNABLE TO SEND ALL OF THE SCHEDULED SURGICAL TEAMS FROM THE UNITED STATES OUT OF SAFETY CONCERNS. LAST YEAR WE SENT ONLY FOUR VOLUNTEER SURGICAL TEAMS TO ECUADOR, AND PERU. THEY PERFORMED 192 SURGERIES WITH AN IN-KIND VALUE OF 2.41 MILLION. HOWEVER, THROUGH OUR MEDICAL PARTNERS IN NICARAGUA WE FACILITATED 35 MEDICAL BRIGADE MISSIONS WHERE WE TREATED 3,376 PATIENTS FOR AN IN-KIND VALUE OF 936,632. PATIENTS WERE TREATED FOR SEVERE BURNS, CLEFT PALATES, INJURIES & DEFORMITIES, GOITERS, HERNIAS, TUMORS, GALL BLADDERS, AND A FULL RANGE OF OBSTETRIC AND GYNECOLOGICAL NEEDS. ADDITIOANLLY, CRITICAL MEDICAL SUPPLIES WITH AN IN-KIND VALUE OF 2.67 MILLION WERE SHIPPED TO HOSPITALS AND CLINICS TO PROVIDE LIFE SAVING ASSISTANCE. FOR MORE INFORMATION PLEASE VISIT WWW.WETRANSFORMLIVES.ORG
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IRS990/ProgSrvcAccomActy2Grp/Desc0EACH YEAR, ESPERANA'S PUBLIC HEALTH PROGRAMS SERVE OVER 45,000 PEOPLE,SAVING THOUSANDS OF LIVES ON THREE CONTINENTS. CURRENTLY WE HAVE PROJECTS IN BOLIVIA, ECUADOR, COSTA RICA, NICARAGUA, MOZAMBIQUE, PERU, AND PHOENIX, ARIZONA (USA), INTERNATIONALLY, EACH SITE INCLUDES PREVENTATIVE HEALTH EDUCATION ON IMPORTANT HEALTH ISSUES SUCH AS MALARIA, HIV/AIDS, CHAGAS DISEASE, RESPIRATORY INFECTIONS, DIARRHEAL DISEASES, AND MATERNAL AND INFANT HEALTH. CLEAN WATER AND SANITATION, HOME BUILDING IMPROVEMENTS, AND NUTRITION AND FOOD SECURITY PROJECTS ARE PROVIDED IN REMOTE RURAL VILLAGES WHERE IMPROPER WASTE DISPOSAL AND UNSAFE DRINKING WATER, OPEN COOKING FIRES THAT LEAD TO RESPIRATORY INFECTIONS AND BURNS, THATCH ROOFS THAT HOUSE DISEASE-BEARING INSECTS, AND INADEQUATE NUTRITION ARE SOME OF THE MAIN FACTORS THAT LEAD TO NUMEROUS PREVENTABLE DISEASES. LOCAL HEALTH PROFESSIONALS AND RESIDENTS RECEIVE TRAINING, AND ALL UNSKILLED LABOR IS PROVIDED BY THOSE WHO BENEFIT FROM THE PROJECTS. IN ARIZONA (USA) ESPERANA'S PHOENIX PROGRAM IDENTIFIES LOCAL COMMUNITIES THAT HAVE HIGH RATES OF POVERTY AND LACK HEALTH RESOURCES. THE PHOENIX PROGRAM DEVELOPS AND IMPLEMENTS PROGRAMS ON OBESITY PREVENTION, NUTRITION, PHYSICAL ACTIVITY, ORAL HEALTH, DIABETES EDUCATION/PREVENTION AMONG OTHER CHRONIC DISEASE MANAGEMENT AND PREVENTION PROGRAMS FOR ALL AGES FROM CHILDREN THROUGH SENIOR CITIZENS.
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