2025-01-13T16:38:09-06:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2023-07-01 912074499 AVANCE INC AVAN 2102704630 824 BROADWAY STREET 204 SAN ANTONIO TX 78215 ELIDA GONZALES CFO 2102704630 2025-01-13 1 1 MATTHEW PETROSKI P00853132 9726611843 2025-01-13 2023 2024-10-15 13:58:12Z ELIDA GONZALES 824 BROADWAY STREET 204 SAN ANTONIO TX 78215 67323311 1 1 8052 X N/A X 1973 TX TO STRENGTHEN FAMILIES IN AT RISK COMMUNITIES THROUGH PARENT EDUCATION AND SUPPORT PROGRAMS. 19 19 0 1900 0 0 65664611 66970676 0 0 50402 83394 -94092 35032 65620921 67089102 40000 36000 0 0 39213996 41123505 0 0 440980 24762492 24488045 64016488 65647550 1604433 1441552 19366987 18637088 10092944 7919226 9274043 10717862 X AVANCE CREATES PATHWAYS TO ECONOMIC MOBILITY FOR PREDOMINATELY LATINO FAMILIES THROUGH HIGH QUALITY, CULTURALLY RESPONSIVE, TWO-GENERATION PROGRAMMING THAT ENSURES SCHOOL-READINESS FOR YOUNG CHILDREN AND OPPORTUNITIES FOR PARENTS TO BUILD SOCIAL AND ECONOMIC CAPITAL. 0 0 45914743 30000 SCHOOL READINESS PROGRAMS: HEAD START AND EARLY HEAD START- HEAD START - THE HEAD START PROGRAM PROVIDES COMPREHENSIVE SERVICES TO LOW-INCOME CHILDREN (AGES 3-4) THROUGH A CENTER-BASED SERVICES PROGRAM OPTION. HEAD START PROVIDES CHILDREN WITH COMPREHENSIVE EDUCATION, HEALTH, DEVELOPMENTAL, FAMILY SUPPORT, AND FAMILY ENGAGEMENT SERVICES. HEAD START PROMOTES SCHOOL READINESS AND GAUGES THE PROGRESS AND OUTCOMES OF CHILDREN.- EARLY HEAD START - THE EARLY HEAD START PROGRAM PROVIDES LOW-INCOME INFANTS AND TODDLERS (AGES 0-3) WITH HOME-BASED AND CENTER-BASED SERVICE PROGRAM OPTIONS. THE EARLY HEAD START PROGRAMS ENHANCE CHILDREN'S PHYSICAL, SOCIAL, EMOTIONAL, AND COGNITIVE DEVELOPMENT; AND PROMOTES PRENATAL ENGAGEMENT ON ALL LEVELS. EARLY (CONT. ON SCH. O) HEAD START PROMOTES PRE-SCHOOL READINESS AND GAUGES THE PROGRESS AND OUTCOMES OF CHILDREN. 3858265 FAMILY SUPPORT AND EDUCATION PROGRAMS, INCLUDING PARENTING EDUCATION, EARLY CHILDHOOD EDUCATION, SERVICES TO FATHERS PROGRAM, AND PARENTAL ENGAGEMENT INITIATIVE. FAMILY, RELATIONSHIP, AND MARRIAGE EDUCATION WORKS (FRAMEWORKS), A FEDERALLY FUNDED PROGRAM, PROVIDES MARRIED, ENGAGED COUPLES, AND SINGLES ACCESS TO RELATIONSHIP EDUCATION SERVICES, SO THEY CAN ACQUIRE THE SKILLS AND KNOWLEDGE NECESSARY TO FORM AND SUSTAIN HEALTHY CONNECTIONS FOR THE WELL-BEING OF THE FAMILY. THIS PROGRAM OFFERS WEEKLY INTERACTIVE, EDUCATIONAL, AND FUN WORKSHOPS, WITH PRESENTATIONS ON DIVERSE TOPICS DESIGNED TO PROMOTE STRONG, HEALTHY FAMILY FORMATION AND MAINTENANCE, RESPONSIBLE FATHERHOOD AND (CONT. ON SCH. O) PARENTING, AND ECONOMIC STABILITY 3241688 2000 FAMILY SUPPORT AND EDUCATION PROGRAMS:- PARENT-CHILD EDUCATION PROGRAM (PCEP) - THIS PROGRAM FOSTERS PARENTING KNOWLEDGE AND SKILLS THAT DIRECTLY IMPACT CHILDREN'S DEVELOPMENT, WHILE ALSO EMPOWERING PARENTS TO ACHIEVE THEIR OWN EDUCATIONAL AND PROFESSIONAL GOALS. PCEP OFFERS A TWO-GENERATION APPROACH THAT CAPITALIZES ON PARENTS' STRENGTH AND LOVE TO HELP THEM BECOME THE BEST TEACHERS AND STEWARDS OF THEIR CHILDREN'S SUCCESS.- SERVICES TO FATHERS - THIS PROGRAM IS COMMITTED TO ENABLING FATHERS TO BECOME INVOLVED AND LOVING DADS, ENHANCING FAMILY UNITY, INCREASING THE FATHER'S ROLE IN THEIR CHILDREN'S EDUCATION, AND IMPROVING INTERPERSONAL RELATIONSHIPS AMONG COUPLES.- HEALTHY MARRIAGE - THE FOCUS OF THIS INITIATIVE IS (CONT. ON SCH. O) TO HELP HISPANIC COUPLES GAIN ACCESS TO MARRIAGE EDUCATION SERVICES SO THAT THEY CAN ACQUIRE THE SKILLS AND KNOWLEDGE NECESSARY TO FORM AND SUSTAIN A HEALTHY MARRIAGE FOR THE OVERALL WELL-BEING OF THEIR CHILDREN. THIS PROGRAM IS IN RESPONSE TO THE NATIONAL HISPANIC HEALTHY MARRIAGE INITIATIVE, AND THE COUPLE'S PARTICIPATION IS ENTIRELY VOLUNTARY.- ADULT LITERACY - THESE PROGRAMS INVOLVE A CONTINUUM OF LEARNING THAT ENABLES INDIVIDUALS TO ACHIEVE THEIR GOALS, TO DEVELOP THEIR KNOWLEDGE AND POTENTIAL, AND TO PARTICIPATE FULLY IN SOCIETY. 332849 H.O.P.E.S (HEALTHY OUTCOMES THROUGH PREVENTION & EARLY SUPPORT) IS A JOINT EFFORT BY A COALITION OF NORTH TEXAS NONPROFITS AIMING TO CREATE THE BEST POSSIBLE ENVIRONMENT FOR CHILDREN IN DALLAS COUNTY TO GROW AND THRIVE. HOW IT WORKS:AVANCE-NORTH TEXAS TAKES A PERSONALIZED APPROACH TO PREVENTING CHILD ABUSE AND NEGLECT. WE MEET FAMILIES WHERE THEY ARE, USING INDIVIDUALIZED HOME VISITS AND TAILORED SUPPORT TO EDUCATE FAMILIES, HELP THEM ESTABLISH FAMILY OBJECTIVES AND GOALS, AND CONNECT THEM TO COMMUNITY SERVICES AND RESOURCES BEST SUITED TO MEET THEIR UNIQUE NEEDS. 165493 AVANCE TO COLLEGE (A2C) - A NEW MODEL FOR THE PARENT-CHILD EDUCATION PROGRAM (PCEP) WAS PILOTED TO STRENGTHEN OUR TWO-GENERATION APPROACH AND DIRECTLY IMPACT THE ECONOMIC MOBILITY OF OUR FAMILIES. THIS NEWLY DEVELOPED MODEL IS A COLLABORATION BETWEEN US AND AUSTIN COMMUNITY COLLEGE (ACC). IT COMBINES PCEP WITH EXPOSURE TO THE POSSIBILITIES AND OPPORTUNITIES OFFERED BY POSTSECONDARY EDUCATION AND WORKFORCE DEVELOPMENT. THE INITIATIVE AIMS TO PROVIDE PARENTS WITH THE SKILLS AND KNOWLEDGE NECESSARY TO IMPROVE THEIR ECONOMIC PROSPECTS WHILE SIMULTANEOUSLY SUPPORTING THEIR CHILDREN'S EDUCATIONAL GROWTH, CREATING A COMPREHENSIVE STRATEGY FOR FAMILY ADVANCEMENT. WE SERVED 62 INDIVIDUALS DURING THE 2023-2024 PROGRAM YEAR. 703734 CHILD AND ADULT CARE FOOD PROGRAM - PROVIDES DAILY BREAKFAST, SNACK AND LUNCH SERVED FAMILY STYLE TO ALL CHILDREN ENROLLED IN OUR LICENSED CHILDCARE FACILITIES. THE MENUS ARE DEVELOPED BY A LICENSED DIETICIAN MEETING ALL THE FOOD REQUIREMENTS OF THE TEXAS DEPARTMENT OF AGRICULTURE FOR NUTRITIOUS AND HEALTHY MEALS. 3899970 6000 OTHER PROGRAMS 2032 THE FAMILIES BUILDING COMMUNITIES (FBC) PROGRAM IS DESIGNED TO DEVELOP COMMUNITY LEADERS THROUGH PERSONAL AND LEADERSHIP DEVELOPMENT TRAINING THAT ENGAGES PARENTS AND CAREGIVERS AND DRIVES GREATER COMMITMENT TO THEIR OWN COMMUNITIES, INSTILLING A SENSE OF PRIDE AND ACCOMPLISHMENT. WHILE SUPPORTING ADULTS TO BE LEADERS IN THEIR COMMUNITIES, IT IS IMPORTANT TO ENSURE THAT THEIR OWN FAMILIES AND CHILDREN ARE GIVEN THE TOOLS TO GROW AND ENGAGE WITH ADULTS IN AS POSITIVE A MANNER AS POSSIBLE.THE EARLY CHILDHOOD COMPONENT OF THE FBC PROGRAM USES A PEEP AND THE BIG WIDE WORLD CURRICULUM DESIGNED TO CULTIVATE A LOVE FOR SCIENCE AND CELEBRATE CURIOSITY AND THE JOY OF DISCOVERY. CHILDREN ARE INVITED TO EXPLORE AND LEARN ABOUT THEIR WORLD THROUGH HANDS-ON (CONT. ON SCH. O) EXPERIMENTS AND ACTIVITIES THAT ARE DEVELOPMENTALLY APPROPRIATE FOR THREE- AND FOUR-YEAR-OLDS. 5104078 6000 58118774 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ELIDA GONZALES CFO 2102704630 824 BROADWAY STREET 204 SAN ANTONIO TX 78215 LUZELMA CANALES BOARD CHAIR 5.00 5.00 X X 0 0 0 RON ORAN TREASURER 5.00 5.00 X X 0 0 0 ROBERT MCCALLISTER SECRETARY 5.00 5.00 X X 0 0 0 CLAUDIA SANTAMARIA PARLIAMENTARIAN 5.00 5.00 X 0 0 0 GREG FLORES MEMBER AT LARGE 1.00 1.00 X 0 0 0 LYDIA ALEMAN BOARD MEMBER 1.00 1.00 X 0 0 0 DR CATHERINE AYOUB BOARD MEMBER 1.00 1.00 X 0 0 0 MANUEL BERRELEZ BOARD MEMBER 1.00 1.00 X 0 0 0 DIANA CAVAZOS BOARD MEMBER (THRU 08/24) 1.00 1.00 X 0 0 0 KELLY CUTLER BOARD MEMBER 1.00 1.00 X 0 0 0 MARIA DEL ROSARIO GARZA BOARD MEMBER 1.00 1.00 X 0 0 0 HILDA GALVAN BOARD MEMBER 1.00 1.00 X 0 0 0 DOLORES HERNANDEZ BOARD MEMBER 1.00 1.00 X 0 0 0 MELANIE JOHNSON BOARD MEMBER 1.00 1.00 X 0 0 0 DR DANIEL KING BOARD MEMBER 1.00 1.00 X 0 0 0 MARLO MICHAELI BOARD MEMBER 1.00 1.00 X 0 0 0 JORGE PADILLA BOARD MEMBER 1.00 1.00 X 0 0 0 RYAN RAMIREZ BOARD MEMBER 1.00 1.00 X 0 0 0 SOFIA RAMON BOARD MEMBER 1.00 1.00 X 0 0 0 LISSETTE RODRIGUEZ BOARD MEMBER 5.00 5.00 X 0 0 0 SUSAN S THOMPSON SAN ANTONIO EXECUTIVE DIRECTOR 40.00 X 146167 0 3252 JERI GEORGE SAN ANTONIO CHIEF HR OFFICER (THRU 03/24) 40.00 X 33867 0 2438 TANYA RODRIGUEZ SAN ANTONIO CFO/DIR. OF ANALYTICS (THRU 08/23) 40.00 X 70051 0 6502 ELIDA GONZALES NATIONAL CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 138223 10511 DR TERESA GRANILLO NATIONAL CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 232996 12333 ANA LORENA CARRASCO NATIONAL REGIONAL DIRECTOR 1.00 39.00 X 0 58486 5565 CRISTINA GARZA AUSTIN EXECUTIVE DIRECTOR 40.00 X 125744 0 10530 LUZ FLORES HOUSTON EXECUTIVE DIRECTOR 40.00 X 193490 0 11803 KAVIN A MONTGOMERY HOUSTON CHIEF ADMINISTRATOR 40.00 X 188787 0 12023 CINDY TRAN HOUSTON CFO 40.00 X 160669 0 11535 MARIA YESENIA GONZALEZ SAN ANTONIO CHIEF PROGRAMS OFFICER 40.00 X 107230 0 9936 KRISTIE MIRELES HOUSTON SR. DIR. II OF EHS/HS PROGRAMS 40.00 X 126234 0 10795 RONDALYN SKINNER HOUSTON SR. DIR. II OF PCEP, H. RELATSH. & UW PROG 40.00 X 113528 0 8947 1265767 429705 116170 8 0 1 0 CHILD CARE CAREERS LLC 2000 SIERRA POINT PKWY SUITE 702 BRISBANE CA 94005 SUBSTITUTE TEACHERS 921946 AMBASSADOR SERVICES LLC 11710 NORTH FREEWAY SUITE 200 HOUSTON TX 77060 CUSTODIAL SERVICES 839610 TRANSNET COMMUNICATIONS 31344 SUNLIGHT DR BULVERDE TX 78163 NETWORK CABLING AT FACILITIES 753854 PSE CONTRACTORS 1825 S WW WHITE SAN ANTONIO TX 78220 BUILDING MAINTENANCE AND REPAIRS 533045 FAMILY SERVICES 702 SAN PEDRO SAN ANTONIO TX 78212 SUBSTITUTE POOL 482944 13 1818475 181340 146995 60639978 4183888 5000 66970676 76194 76194 7200 0 7200 7200 7200 267241 181340 234209 33032 33032 EXTERNAL PARENTING TRAINING 900099 2000 2000 2000 67089102 2000 0 116426 X 30000 30000 6000 6000 1098982 107592 920584 70806 31670054 28561355 2934915 173784 339190 304119 33810 1261 4954346 4615341 321751 17254 3060933 2728863 310438 21632 103943 27314 76629 290794 19542 269735 1517 11790160 10798337 870805 121018 3284 3284 768271 653096 108952 6223 76124 48805 27319 4703988 4348092 347551 8345 248496 227729 20574 193 79624 60932 16994 1698 5128 3280 1848 535484 110647 421151 3686 807883 804091 3792 281168 251980 28429 759 SUPPLIES 2854113 2771807 78622 3684 STAFF DEVELOPMENT 797891 658389 139202 300 EQUIP. RENTAL/MAINTENAN 773463 644307 125690 3466 CLIENT FEES 315880 315639 241 52351 21513 27332 3506 65647550 58118774 7087796 440980 3633344 1598599 2938709 2919339 3096204 4642161 103279 197493 290818 254635 15570639 10736967 3402329 4833672 5902304 4191189 19366987 18637088 2371781 3317276 1818976 23500 5902187 4578450 10092944 7919226 X 7117034 8578670 2157009 2139192 9274043 10717862 19366987 18637088 1441552 2267 0 X 0 1 X 1 1 1 X 55263141 57093161 60356817 65664611 66970676 305348406 122918 205001 10600935 926252 3340539 15195645 55386059 57298162 70957752 66590863 70311215 320544051 320544051 37287 12590 6021 45052 76194 177144 15527 32544 33032 81103 148787 20100 500 2000 171387 320973685 0.99870 0.99550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CHEVY SETTLE - 2019 AMOUNT: $ 4,218. GAIN FROM DISCONTINUED OPERATIONS - 2019 AMOUNT: $ 144,569. OTHER INCOME - 2020 AMOUNT: $ 20,100. 2022 AMOUNT: $ 500. 2023 AMOUNT: $ 2,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97868 97868 2433489 996615 1436874 9750983 7325931 2425052 2869908 1996030 873878 418391 418391 0 4833672 RIGHT OF USE LEASE ASSETS 4191189 4191189 OPERATING LEASE LIABILITIES 4231957 DUE TO NATIONAL 346493 4578450 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT THAT IT HAS UNRELATED BUSINESS INCOME. THE ORGANIZATION DID NOT HAVE TAXABLE UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2024. THE ORGANIZATION'S ESTIMATE OF THE POTENTIAL OUTCOME OF ANY UNCERTAIN TAX ISSUES IS SUBJECT TO MANAGEMENT'S ASSESSMENT OF RELEVANT RISKS, FACTS, AND CIRCUMSTANCES EXISTING AT THE TIME. THE ORGANIZATION USES A MORE LIKELY THAN NOT THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TO THE EXTENT THAT THE ORGANIZATION'S ASSESSMENT OF SUCH TAX POSITION CHANGES, THE CHANGE IN ESTIMATE IS RECORDED IN THE PERIOD IN WHICH THE DETERMINATION IS MADE. THE ORGANIZATION REPORTS TAX-RELATED INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF INCOME TAX EXPENSE AS INCURRED. AS OF JUNE 30, 2024, NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED. AUSTIN GALA 165144 24880 140264 6250 78146 2100 1732 SAN ANTONIO MOTHER OF THE YEAR 110103 95422 14681 1289 8420 21856 675 25488 5 126375 111668 14707 18453 5264 32539 31997 401622 231970 169652 7539 26873 105266 35314 59217 234209 -64557 1 AVANCE INC 824 BROADWAY STREET SUITE 204 SAN ANTONIO TX 78215 741769114 501(C)(3) 30000 0 AFFILIATE FEES FOR PROGRAM SERVICES 1 0 NON-FEDERAL SCHOLARSHIPS FOR POST SECONDARY EDUCATION OR VOCATIONAL PROGRAMS 6 6000 PART I, LINE 2: THE CHIEF FINANCIAL OFFICER (CFO) OVERSEES THE ACCOUNTING TEAM. AVANCE HAS EFFECTIVE FINANCE PROCEDURES AND POLICIES THAT COMPLY WITH REGULATIONS AND ARE REVIEWED AND UPDATED AS NEEDED. AVANCE HAS THE INFRASTRUCTURE TO SUCCESSFULLY SUSTAIN MULTIPLE SITES AND PROGRAMS WHILE ALSO ENSURING THAT FUNDING FROM VARIOUS SOURCES, INCLUDING FEDERAL, IS USED WISELY AND EXPENDED IN ACCORDANCE WITH FEDERAL REGULATIONS AND NOTICES OF AWARDS. AVANCE HAS ESTABLISHED EFFECTIVE SYSTEMS FOR TRACKING GRANT FUNDS AND PROGRAM OPERATIONS, WHICH INCLUDES ONGOING MONITORING. ALONG WITH THE BOARD OF DIRECTORS, WHO HAVE THE LEGAL AND FISCAL RESPONSIBILITIES FOR THE PROGRAM, THE EXECUTIVE DIRECTOR REVIEWS MONTHLY FINANCIAL REPORTS AND BUDGETS, WHICH ARE GENERATED BY THE CFO FOR EACH OF AVANCE'S PROGRAMS. AVANCE'S CONTRACTED PARTNERS ARE ALSO REQUIRED TO SUBMIT MONTHLY FINANCIAL REPORTS. EACH FINANCIAL AND PROGRAMMATIC REPORT ROLLS UP TO THE DEPARTMENT HEADS FOR REVIEW AND ULTIMATELY TO THE BOARD. IF THERE IS A QUESTION ABOUT FUNDING OR OPERATIONS, THE RESPONSIBLE DEPARTMENT HEAD ADDRESSES THE ISSUE AND OFFERS A RESOLUTION AS NECESSARY. ONGOING MONITORING IS ACCOMPLISHED BY ADHERING TO A MONTHLY MEETING SCHEDULE, WHICH INCLUDES OUR SUB-RECIPIENTS. IN ADDITION TO ONGOING MONITORING OF PROGRAM OPERATIONS, AVANCE UTILIZES SAGE FUND ACCOUNTING AS THE ACCOUNTING FINANCIAL MANAGEMENT SOFTWARE AND PAYCOR AS THE HUMAN RESOURCES AND PAYROLL SOFTWARE. BOTH SOFTWARE PLATFORMS ARE DESIGNED FOR NONPROFIT ORGANIZATIONS AND ALLOW AVANCE TO SEPARATE THE DIFFERENT GRANTS (PROGRAMS AND FUNDS). ONCE A GRANT IS AWARDED THE CFO CREATES THE STRUCTURES AND ASSIGNS THE APPROPRIATE ACCOUNT CODES. THE CFO THEN PROVIDES A COPY TO ALL FISCAL STAFF. FISCAL CONTROLS AND PROCEDURES ARE IN PLACE TO ENSURE THAT ALL FINANCIAL MANAGEMENT SYSTEM REQUIREMENTS ARE MET. ALL GRANT AWARDS RECEIVED ARE EXPENDED UNDER THE PROGRAM IN WHICH THEY WERE RECEIVED. ACCURATE, CURRENT, AND COMPLETE DISCLOSURE OF THE FINANCIAL RESULTS OF EACH AWARD OR PROGRAM MUST BE MADE IN ACCORDANCE WITH FINANCIAL REPORTING REQUIREMENTS SET FORTH THROUGH GAAP AND ALL FEDERAL AND STATE RULES AND REGULATIONS. ACCOUNTING RECORDS CONTAIN INFORMATION PERTAINING TO GRANTS, AUTHORIZATIONS, OBLIGATIONS, UNOBLIGATED BALANCES, ASSETS, EXPENDITURES, INCOME, AND INTEREST AND ARE SUPPORTED BY SOURCE DOCUMENTATION. EFFECTIVE INTERNAL CONTROLS ARE MAINTAINED FOR ALL FUNDS, AND AVANCE ADEQUATELY SAFEGUARDS ALL SUCH PROPERTY AND MUST ENSURE THAT IT IS USED SOLELY FOR AUTHORIZED PURPOSES. THE FISCAL DEPARTMENT HAS INTERNAL CONTROLS THAT PROVIDE EFFECTIVE CONTROL OVER AND ACCOUNTABILITY OF GRANTS, PROPERTY, AND OTHER ASSETS. IN ADDITION, WE ALSO HAVE POLICIES TO ENSURE THAT GRANT FUNDS ARE USED SOLELY FOR AUTHORIZED PURPOSES. EXPENDITURES ARE AUTHORIZED THROUGH A TIERED PROCESS TO PREVENT FRAUD AND ERRORS. WE ALSO ENSURE THE SEGREGATION OF DUTIES AND AUTHORIZATION. JOURNAL ENTRIES ARE REVIEWED AND APPROVED BY THE CFO. ALL DOCUMENTS, INCLUDING ACCOUNTS PAYABLE CHECKS AND PAYROLL CHECKS, ARE PRE-NUMBERED AND PROPERLY SECURED. SEQUENTIAL PURCHASE ORDERS ARE GENERATED BY THE SYSTEM AND ARE NOT A PRE-PRINTED FORM. CASH IS STRICTLY SECURED WITH A LOCK AND KEY. SPENDING LIMITS ARE PRESCRIBED BASED ON FEDERAL REGULATIONS AND ARE BASED ON ABILITY AND REASONABLENESS. AVANCE ONLY PRACTICES LIVE SIGNATURES FOR CHECK SIGNING REGARDING THE ACCOUNTS PAYABLES. PROGRAM AND FISCAL STAFF ARE RESPONSIBLE FOR COMPLYING WITH THE ACCOUNTING PROCEDURES WHENEVER ACQUIRING AN EXPENSE. TO SAFEGUARD FUNDS, ALL EXPENDITURES AND OBLIGATIONS ARE AUTHORIZED IN ADVANCE BY THE APPROPRIATE PARTIES OF AVANCE. REQUESTOR, SUPERVISOR, SENIOR DIRECTOR, AND ONE OF THE FOLLOWING SIGNATURES: DEPUTY DIRECTOR (IF THE AMOUNT IS UNDER $5,000.00) AND EXECUTIVE DIRECTOR (IF THE AMOUNT IS $5,000.00 AND OVER). EXPENDITURES CAN ONLY OCCUR ONCE THE AUTHORIZATION PROCESS IS COMPLETE. WE ALSO HAVE AN ALLOCATION PLAN WHICH IS UPDATED AS NECESSARY. OUR ASSETS ARE COMPARED TO INVENTORY LISTINGS AT LEAST EVERY TWO YEARS. WE ALSO USE AN ELECTRONIC TIME MANAGEMENT SYSTEM TO MONITOR PAYROLL. FINANCIAL TRANSACTIONS ARE CONTINUALLY MONITORED AND MEET FEDERAL REGULATIONS. ANNUAL AUDITS ARE COMPLETED ONCE A YEAR. FOR HEAD START PROGRAMS, FEDERAL REVIEWS ALSO TAKE PLACE TO EVALUATE THE ORGANIZATION'S FISCAL HEALTH. X X 0 0 0 0 0 0 0 0 0 DR TERESA GRANILLO NATIONAL CHIEF EXECUTIVE OFFICER 0 232996 0 0 0 0 0 4665 0 7668 0 245329 0 0 LUZ FLORES HOUSTON EXECUTIVE DIRECTOR 193490 0 0 0 0 0 3687 0 8116 0 205293 0 0 0 KAVIN A MONTGOMERY HOUSTON CHIEF ADMINISTRATOR 188787 0 0 0 0 0 3884 0 8139 0 200810 0 0 0 CINDY TRAN HOUSTON CFO 160669 0 0 0 0 0 3396 0 8139 0 172204 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE GROUP FORM 990 IS DISTRIBUTED TO EACH CHAPTER'S BOARD FOR REVIEW PRIOR TO FILING. THE AUDIT COMMITTEES OF EACH BOARD WILL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY STAFF ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY BY SIGNING A DISCLOSURE STATEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTORS IS REVIEWED AND APPROVED BY THE CHAPTER BOARD OF DIRECTORS. EVERY THREE YEARS, AVANCE, INC. COMPLETES A COMPENSATION STUDY AND THE RESULTS ARE USED TO DETERMINE THE APPROVED SALARY. A REVIEW WAS LAST CONDUCTED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,259,188. MANAGEMENT AND GENERAL EXPENSES 415,858. FUNDRAISING EXPENSES 7,111. TOTAL EXPENSES 1,682,157. MEDICAL & EMPLOYMENT TESTING FEES: PROGRAM SERVICE EXPENSES 56,401. MANAGEMENT AND GENERAL EXPENSES 3,697. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,098. EMPLOYER RECRUITMENT COSTS: PROGRAM SERVICE EXPENSES 3,835. MANAGEMENT AND GENERAL EXPENSES 776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,611. PAYROLL FEES: PROGRAM SERVICE EXPENSES 8,180. MANAGEMENT AND GENERAL EXPENSES 172,927. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,107. PRE-EMPLOYMENT SCREENING: PROGRAM SERVICE EXPENSES 21,611. MANAGEMENT AND GENERAL EXPENSES 993. FUNDRAISING EXPENSES 233. TOTAL EXPENSES 22,837. GRANT WRITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 51,000. TOTAL EXPENSES 51,000. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 261,188. MANAGEMENT AND GENERAL EXPENSES 178,446. FUNDRAISING EXPENSES 62,674. TOTAL EXPENSES 502,308. CUSTODIAL CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 738,670. MANAGEMENT AND GENERAL EXPENSES 38,687. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 777,357. SECURITY GUARD: PROGRAM SERVICE EXPENSES 49,852. MANAGEMENT AND GENERAL EXPENSES 2,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,936. SUBRECIPIENT CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 7,777,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,777,280. CHILDCARECAREERS -- TEACHER'S ASSISTANT / TEMP AGENCY SERVICES: PROGRAM SERVICE EXPENSES 622,132. MANAGEMENT AND GENERAL EXPENSES 57,337. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 679,469. AVANCE INC 824 BROADWAY STREET SUITE 204 SAN ANTONIO TX 78215 741769114 FAMILY SUPPORT AND EDUCATION TX 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0