Civic Intelligence

Advance Community

990 • Fiscal year 2025 • EIN 23-7087997

Oct 01, 2024 to Sep 30, 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

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

11th percentile

-22%

Higher net margin than 11% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

87th percentile

$169,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

19th percentile

-5.3%

Faster asset growth than 19% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-1.0%

Faster revenue growth than 34% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$3,783,165

Down $469,696 (-11%) from 2022

Net Assets

Down

$3,711,603

Down $447,801 (-11%) from 2022

Liabilities

Down

$71,562

Down $21,895 (-23%) from 2022

Revenue

Down

$2,184,411

Down $2,723,117 (-55%) from 2022

Expenses

Down

$2,668,326

Down $2,773,221 (-51%) from 2022

Net Income

Up

-$483,915

Up $50,104 (+9.4%) 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 2025: $3,783,165Liabilities 2025: $71,562Net Assets 2025: $3,711,6032025

Highlighted filing

2025

Assets$3,783,165
Liabilities$71,562
Net Assets$3,711,603

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 2025: $2,184,411Expenses 2025: $2,668,326Net Income 2025: -$483,9152025

Highlighted filing

2025

Revenue$2,184,411
Expenses$2,668,326
Net Income-$483,915
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Mar 24, 2026
Return Version
2024v5.0
Gross Receipts
$2,740,020
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$3,037,552$2,991,734▼ $45,818
Land, Buildings, and Equipment, Net$546,145$593,655▲ $47,510
Pledges and Grants Receivable$39,895$77,724▲ $37,829
Savings and Temporary Cash Investments$221,841$46,577▼ $175,264
Prepaid Expenses and Deferred Charges$37,812$31,318▼ $6,494
Cash and Non-Interest-Bearing Accounts$112,819$18,588▼ $94,231
Total Assets$3,996,064$3,783,165▼ $212,899
Other Assets Total-$23,569-
Liabilities
Accounts Payable and Accrued Expenses$84,457$47,993▼ $36,464
Other Liabilities-$23,569-
Total Liabilities$84,457$71,562▼ $12,895
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,839,831$2,859,205▲ $19,374
Net Assets With Donor Restrictions$1,071,776$852,398▼ $219,378
Total Net Assets Fund Balance$3,911,607$3,711,603▼ $200,004
Total Liabilities and Net Assets / Fund Balance$3,996,064$3,783,165▼ $212,899

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$468,620$320,787$789,407
Equipment$10,957$74,086$85,043
Land$32,918-$32,918
Other Land Buildings$24,577-$24,577

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,021,093-▲ $67,422$50,000$1,913,515
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeri RoycePresident/ceFT$169,000$169,000
Jeri RoycePresident/CEO-$169,000$169,000
Kerry WhiteCFOFT$99,500$99,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,922,184
Program Service Revenue
$0
Investment Income
$95,371
Other Revenue
$166,856
All Other Contributions
$1,922,184
Change in Net Assets
$-483,915

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,184,411
Revenue Not Reported on Form 990
$283,911
Total Revenue per Audited Statements
$2,468,322
Total Revenue per Form 990
$2,184,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,172,313
Other Expenses$1,012,426
Grants and Similar Amounts Paid$483,587
Total Fundraising Expense$412,867
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$478,853$91,788$82,781$653,422
Foreign Grants$471,587--$471,587
Fees for Services Other$116,183$36,732$143,152$296,067
Current Officers, Directors, Trustees, and Key Employees$196,767$37,717$34,017$268,501
Office Expenses$60,593$14,826$83,038$158,457
Other Employee Benefits$101,930$19,548$18,152$139,630
Travel$76,954$57$2,052$79,063
Payroll Taxes$56,342$10,805$10,034$77,181
Depreciation Depletion$31,853$6,109$5,673$43,635
Pension Plan Contributions$24,513$4,701$4,365$33,579
Conferences and Meetings$16,128$2,651$3,059$21,838
Fees for Services Accounting$7,378$2,332$9,090$18,800
Other Expenses$13,278$2,547$2,365$18,190
Insurance$13,247$2,540$2,359$18,146
Occupancy$8,956$1,718$1,595$12,269
Grants to Domestic Orgs$12,000--$12,000
All Other Expenses-$10,500-$10,500
Total Functional Expenses$2,005,069$250,390$412,867$2,668,326

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,668,326
Total Expenses per Audited Statements$2,668,326
Total Expenses per Form 990$2,668,326
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Materna FoundationGilbert, AZ-General Support$12,000

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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$23,569
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
Yes
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

Our form 990 (draft) is given to the internal affairs / finance committee members for review prior to being distributed to the overall board, for their approval. Upon approval by the internal affairs 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

All decisions concerning compensation of the ceo are made exclusively by the board, generally based on the annual review process and voted on in private executive sessions (not attended by non-board members). Pay increases or changes are conveyed to the cfo by the board chairperson in writing, including effective dates of the changes.

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

Operational decisions for all empoyee salaries or hourly pay rates, other than the chief executive officer, are made by the ceo. The annual employee review process is considered, as is prior year financial data. Employees might also assume different roles with greater responsibilities during the fiscal period, and receive increased compensation as a result.

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.

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
2026-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Royce
Formed
1970
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
24
Volunteers
300

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

Advance community continues its mission, committed to building optimal health in under-resourced communities - locally and worldwide. With a vision of health equity for all, we provide hope through disease prevention, education, nutrition, surgical and dental missions, and community development. In fy25, we served internationally in honduras, guatemala, el salvador, mexico, bolivia, nicaragua, and peru. Additional countries represent new partnerships with materna foundation and living to serve, and new countries, which create the opportunity to expand our surgical missions, which have been curtailed due to political unrest in nicaragua and ecuador. Internationally, we served 51,530 individuals in food security, health education, access to water, and surgical and dental missions. Locally, our work continues to expand through our health & wellness and nutrition programs. In the area of health & wellness, we offered classes in spanish on health and nutrition, diabetes prevention, and management to 2,045 adults and seniors in fy25. Additionally, 3,514 youth and teens attended our programming in oral health education, i choose wellness (teaching grades 3 - 8 to take charge of their physical, emotional, and social well-being), and show up (a training program preparing high school students to become the next generation of public health leaders). In the area of nutrition, we served 23,400 hot meals to seniors living in low-income housing, experiencing homelessness, and homebound. Over 400 families received healthy food boxes designed to support well-being and food security. Fy25 was the second year of our partnership with valleywise health, providing the diabetes empowerment education program (deep) and diabetically tailored food boxes every month for a year for all graduating students - approximately 160 participants each year.

Form 990, Part IX, Line 11G

General 116,183 36,732 143,152

Form 990, Part XI, Line 9

ROUNDING 0

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/Desc0ADVANCE COMMUNITY CONTINUES ITS MISSION, COMMITTED TO BUILDING OPTIMAL HEALTH IN UNDER-RESOURCED COMMUNITIES - LOCALLY AND WORLDWIDE. WITH A VISION OF HEALTH EQUITY FOR ALL, WE PROVIDE HOPE THROUGH DISEASE PREVENTION, EDUCATION, NUTRITION, SURGICAL AND DENTAL MISSIONS, AND COMMUNITY DEVELOPMENT. IN FY25, WE SERVED INTERNATIONALLY IN HONDURAS, GUATEMALA, EL SALVADOR, MEXICO, BOLIVIA, NICARAGUA, AND PERU. ADDITIONAL COUNTRIES REPRESENT NEW PARTNERSHIPS WITH MATERNA FOUNDATION AND LIVING TO SERVE, AND NEW COUNTRIES, WHICH CREATE THE OPPORTUNITY TO EXPAND OUR SURGICAL MISSIONS, WHICH HAVE BEEN CURTAILED DUE TO POLITICAL UNREST IN NICARAGUA AND ECUADOR. INTERNATIONALLY, WE SERVED 51,530 INDIVIDUALS IN FOOD SECURITY, HEALTH EDUCATION, ACCESS TO WATER, AND SURGICAL AND DENTAL MISSIONS. LOCALLY, OUR WORK CONTINUES TO EXPAND THROUGH OUR HEALTH & WELLNESS AND NUTRITION PROGRAMS. IN THE AREA OF HEALTH & WELLNESS, WE OFFERED CLASSES IN SPANISH ON HEALTH AND NUTRITION, DIABETES PREVENTION, AND MANAGEMENT TO 2,045 ADULTS AND SENIORS IN FY25. ADDITIONALLY, 3,514 YOUTH AND TEENS ATTENDED OUR PROGRAMMING IN ORAL HEALTH EDUCATION, I CHOOSE WELLNESS (TEACHING GRADES 3 - 8 TO TAKE CHARGE OF THEIR PHYSICAL, EMOTIONAL, AND SOCIAL WELL-BEING), AND SHOW UP (A TRAINING PROGRAM PREPARING HIGH SCHOOL STUDENTS TO BECOME THE NEXT GENERATION OF PUBLIC HEALTH LEADERS). IN THE AREA OF NUTRITION, WE SERVED 23,400 HOT MEALS TO SENIORS LIVING IN LOW-INCOME HOUSING, EXPERIENCING HOMELESSNESS, AND HOMEBOUND. OVER 400 FAMILIES RECEIVED HEALTHY FOOD BOXES DESIGNED TO SUPPORT WELL-BEING AND FOOD SECURITY. FY25 WAS THE SECOND YEAR OF OUR PARTNERSHIP WITH VALLEYWISE HEALTH, PROVIDING THE DIABETES EMPOWERMENT EDUCATION PROGRAM (DEEP) AND DIABETICALLY TAILORED FOOD BOXES EVERY MONTH FOR A YEAR FOR ALL GRADUATING STUDENTS - APPROXIMATELY 160 PARTICIPANTS EACH YEAR.
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