Civic Intelligence

Advance Community

990 • Fiscal year 2024 • EIN 23-7087997

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 26, 2025

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

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-7.8%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$160,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.3%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

26%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,996,064

Down $256,797 (-6.0%) from 2022

Net Assets

Down

$3,911,607

Down $247,797 (-6.0%) from 2022

Liabilities

Down

$84,457

Down $9,000 (-9.6%) from 2022

Revenue

Down

$2,206,170

Down $2,701,358 (-55%) from 2022

Expenses

Down

$2,379,351

Down $3,062,196 (-56%) from 2022

Net Income

Up

-$173,181

Up $360,838 (+68%) 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 2024: $3,996,064Liabilities 2024: $84,457Net Assets 2024: $3,911,6072024

Highlighted filing

2024

Assets$3,996,064
Liabilities$84,457
Net Assets$3,911,607

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 2024: $2,206,170Expenses 2024: $2,379,351Net Income 2024: -$173,1812024

Highlighted filing

2024

Revenue$2,206,170
Expenses$2,379,351
Net Income-$173,181
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 26, 2025
Return Version
2023v6.0
Gross Receipts
$2,413,132
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,629,203$3,037,552▲ $408,349
Land, Buildings, and Equipment, Net$530,054$546,145▲ $16,091
Savings and Temporary Cash Investments$121,638$221,841▲ $100,203
Cash and Non-Interest-Bearing Accounts$235,209$112,819▼ $122,390
Pledges and Grants Receivable$104,442$39,895▼ $64,547
Prepaid Expenses and Deferred Charges$36,784$37,812▲ $1,028
Total Assets$3,657,330$3,996,064▲ $338,734
Liabilities
Accounts Payable and Accrued Expenses$78,310$84,457▲ $6,147
Deferred Revenue$14,005--
Total Liabilities$92,315$84,457▼ $7,858
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,482,038$2,839,831▲ $357,793
Net Assets With Donor Restrictions$1,082,977$1,071,776▼ $11,201
Total Net Assets Fund Balance$3,565,015$3,911,607▲ $346,592
Total Liabilities and Net Assets / Fund Balance$3,657,330$3,996,064▲ $338,734

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$493,078$296,329$789,407
Equipment$20,149$64,894$85,043
Land$32,918-$32,918

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,890,236-▲ $180,857$50,000$2,021,093
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
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
$2,109,374
Program Service Revenue
$0
Investment Income
$84,737
Other Revenue
$12,059
All Other Contributions
$2,109,374
Change in Net Assets
$-173,181

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,206,170
Revenue Not Reported on Form 990
$519,776
Total Revenue per Audited Statements
$2,725,946
Total Revenue per Form 990
$2,206,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,218,456
Other Expenses$809,243
Grants and Similar Amounts Paid$351,652
Total Fundraising Expense$281,255
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$532,038$103,231$158,818$794,087
Foreign Grants$347,313--$347,313
Fees for Services Other$42,246$229,609$25,495$297,350
Current Officers, Directors, Trustees, and Key Employees$107,200$20,800$32,000$160,000
Office Expenses$57,640$76,294$11,503$145,437
Other Employee Benefits$91,301$27,254$17,715$136,270
Payroll Taxes$52,190$15,579$10,127$77,896
Pension Plan Contributions$33,636$10,041$6,526$50,203
Travel$44,062$232$3$44,297
Depreciation Depletion$22,651$6,762$4,395$33,808
Fees for Services Accounting$2,685$14,595$1,620$18,900
Other Expenses$11,323$3,380$2,197$16,900
Insurance$11,288$3,369$2,190$16,847
Conferences and Meetings$11,978$2,665$1,568$16,211
Occupancy$7,878$2,352$1,528$11,758
All Other Expenses-$9,461-$9,461
Grants to Domestic Orgs$4,339--$4,339
Total Functional Expenses$1,561,839$536,257$281,255$2,379,351

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,379,351
Total Expenses per Audited Statements$2,379,351
Total Expenses per Form 990$2,379,351
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$43,995
Fundraising Direct Expenses$31,936
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night With Espe$23,801$23,801-$23,801
Taste of Advanc$6,189$6,189$7,865$-1,676
Total Events$29,990$29,990$7,865$22,125
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
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

The form 990 is reviewed by the board treasurer, and the chief financial officer prior to its distribution to the board finance committee for their approval. After both reviews have been approved, the form 990 is provided to all board members by vote at a subsequent 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

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
2025-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Royce
Formed
1970
Legal Domicile
Az
Voting Board Members
17
Independent Board Members
17
Employees
23
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 2

We have added a food box program for graduates of our deep (diabetes) program delivering approxiamtely 100 food boxes each week. We also added a hot meal delivery program where we deliver 200 hot meals to low-income senior citizens across maricopa county.

Form 990, Page 2, Part III, Line 3

During fy23 and fy24 political unrest forced us to cancel or minimize our scheduled surgical/medical missions to ecuador, nicaragua, peru, and guatemala. We have increased our domestic health and wellness programs, including preparing and delivering hot meals to senior centers.

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

Each year, advancecommunity's community development and health education programs, serve over 100,000 people, transforming lives on three continents. Currently we have projects in bolivia, nicaragua, peru, ecuador, guatemala, and phoenix, arizona (usa). International, each site includes preventative health education on important health issues such as malaria, chagas disease, respiratory infections, diarrheal diseases, and maternal and infant health. Projects also include access to clean water, sanitation, safe housing, agricultural best practices, nutrition and food security. In arizona (usa) advance community delivers nutrition, oral health and chronic disease prevention/management education to low-income latinos living in under-resourced communities. Additionally, advance prepares and delivers over 10,000 meals annually to seniors living in hud housing and over 300 health food boxes to participants of our education class including diabetes empowerment education program.

Form 990, Part IX, Line 11G

General 42,246 229,609 25,495

Form 990, Part XI, Line 9

ROUNDING -3

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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