Civic Intelligence

Advance Community

990 • Fiscal year 2023 • EIN 23-7087997

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 27, 2024

1911 W Earll DrPhoenix, AZ 85015

(602) 252-7772

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$3,657,330

Down $595,531 (-14%) from 2022

Net Assets

Down

$3,565,015

Down $594,389 (-14%) from 2022

Liabilities

Down

$92,315

Down $1,142 (-1.2%) from 2022

Revenue And Expenses

Revenue

Down

$1,752,311

Down $3,155,217 (-64%) from 2022

Expenses

Down

$2,590,184

Down $2,851,363 (-52%) from 2022

Net Income

Down

-$837,873

Down $303,854 (-57%) from 2022

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: $4,159,4042022Assets 2023: $3,657,330Liabilities 2023: $92,315Net Assets 2023: $3,565,0152023

Highlighted filing

2023

Assets$3,657,330
Liabilities$92,315
Net Assets$3,565,015

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: -$534,0192022Revenue 2023: $1,752,311Expenses 2023: $2,590,184Net Income 2023: -$837,8732023

Highlighted filing

2023

Revenue$1,752,311
Expenses$2,590,184
Net Income-$837,873
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 27, 2024
Return Version
2022v5.0
Gross Receipts
$2,181,527
Mission and Program Overview

Mission

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

Advance community'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$2,957,681$2,629,203▼ $328,478
Land, Buildings, and Equipment, Net$558,186$530,054▼ $28,132
Cash and Non-Interest-Bearing Accounts$268,382$235,209▼ $33,173
Savings and Temporary Cash Investments$206,569$121,638▼ $84,931
Pledges and Grants Receivable$234,385$104,442▼ $129,943
Prepaid Expenses and Deferred Charges$27,658$36,784▲ $9,126
Total Assets$4,252,861$3,657,330▼ $595,531
Liabilities
Accounts Payable and Accrued Expenses$93,457$78,310▼ $15,147
Deferred Revenue-$14,005-
Total Liabilities$93,457$92,315▼ $1,142
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,963,316$2,482,038▼ $481,278
Net Assets With Donor Restrictions$1,196,088$1,082,977▼ $113,111
Total Net Assets Fund Balance$4,159,404$3,565,015▼ $594,389
Total Liabilities and Net Assets / Fund Balance$4,252,861$3,657,330▼ $595,531

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$465,887$273,801$739,688
Equipment$25,425$53,614$79,039
Land$32,918-$32,918
Other Land Buildings$5,824-$5,824

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,884,298-▲ $55,938$50,000$1,890,236
2021$2,029,931-▲ $145,633$145,633$1,884,298
2020$2,349,039-▲ $306,200$261,735$2,029,931
2019$2,434,232-▲ $169,162$169,162$2,349,039
2018$2,999,233-▲ $71,300$71,300$2,434,233
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeri RoycePresident/ceFT$160,000$160,000
Jeri RoycePresident/CEO-$160,000$160,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,548,489
Program Service Revenue
$0
Investment Income
$131,906
Other Revenue
$71,916
All Other Contributions
$1,548,489
Change in Net Assets
$-837,873

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,752,311
Revenue Not Reported on Form 990
$760,866
Total Revenue per Audited Statements
$2,513,177
Total Revenue per Form 990
$1,752,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,162,010
Other Expenses$896,615
Grants and Similar Amounts Paid$531,559
Total Fundraising Expense$254,027
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$484,798$163,674$112,167$760,639
Foreign Grants$489,120--$489,120
Fees for Services Other$166,203$165,572$44,302$376,077
Current Officers, Directors, Trustees, and Key Employees$101,977$34,429$23,594$160,000
Office Expenses$60,587$61,887$13,411$135,885
Other Employee Benefits$78,011$27,242$18,574$123,827
Travel$112,109$3,019$11$115,139
Payroll Taxes$46,991$16,410$11,188$74,589
Pension Plan Contributions$27,062$9,450$6,443$42,955
Grants to Domestic Orgs$42,439--$42,439
Depreciation Depletion$21,393$7,470$5,093$33,956
Conferences and Meetings$14,059$8,965$2,516$25,540
Other Expenses$12,202$4,231$2,885$19,318
Insurance$10,719$3,743$2,552$17,014
Fees for Services Accounting$6,983$6,956$1,861$15,800
All Other Expenses-$11,602-$11,602
Occupancy$6,779$2,367$1,614$10,760
Fees for Services Legal$3,608$3,595$962$8,165
Total Functional Expenses$1,793,169$542,988$254,027$2,590,184

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,107,566
Expenses per Audited Statements$2,590,184
Total Expenses per Form 990$2,590,184
Expenses Not Reported on Form 990$517,382
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MAGGIE'S PLACEPhoenix, AZ3General Support$14,626

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
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

Yes; we changed our business name in may 2023 from esperanca, inc. To advance community. This required updated articles of incorporation, filed with arizona's secretary of state.

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

The form 990 (draft) is given to the board finance committee members for review prior to being distributed to the overall board, for their approval. Upon approval by the finance committee members, the form 990 (draft) is given to each board member for review. The overall board members vote at the march board meeting, or the board meeting closest to the date of completion to approve, prior to completion and submittal to the irs.

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

Advance community 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 websites where interested parties/donors may obtain copies. All other governing documents including personnel manuals, etc, are available upon request.

Filing and Contact Details

Filer

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

Signing Officer

Name
Jeri Royce
Title
President/CEO
Phone
6022527772
Signed
2024-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Royce
Formed
1970
Legal Domicile
Az
Voting Board Members
20
Independent Board Members
20
Employees
28
Volunteers
300

Preparer

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

Additional Explanations

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

At advance community, 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 advance community 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. However, last year we sent volunteer surgical teams to ecuador and peru, and through our medical partners in nicaragua we facilitated medical brigade missions. Patients were treated for severe burns, cleft palates, injuries & deformities, goiters, hernias, tumors, gall bladders, and a full range of obstetric and gynecological needs. Additionally, critical medical supplies were shipped to hospitals and clinics to provide life saving assistance. For more information please visit www.advancecommunity.org.

Form 990, Part IX, Line 11G

General 166,203 165,572 44,302

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/Desc0AT ADVANCE COMMUNITY, 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 ADVANCE COMMUNITY 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. HOWEVER, LAST YEAR WE SENT VOLUNTEER SURGICAL TEAMS TO ECUADOR AND PERU, AND THROUGH OUR MEDICAL PARTNERS IN NICARAGUA WE FACILITATED MEDICAL BRIGADE MISSIONS. PATIENTS WERE TREATED FOR SEVERE BURNS, CLEFT PALATES, INJURIES & DEFORMITIES, GOITERS, HERNIAS, TUMORS, GALL BLADDERS, AND A FULL RANGE OF OBSTETRIC AND GYNECOLOGICAL NEEDS. ADDITIONALLY, CRITICAL MEDICAL SUPPLIES WERE SHIPPED TO HOSPITALS AND CLINICS TO PROVIDE LIFE SAVING ASSISTANCE. FOR MORE INFORMATION PLEASE VISIT WWW.ADVANCECOMMUNITY.ORG.
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