Civic Intelligence

Helping a Hero Org

990 • Fiscal year 2017 • EIN 20-5433598

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 13, 2018

8564 Katy FreewayHouston, TX 77024

(888) 786-9531

Siviq Scores

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

Liabilities / Assets

51st percentile

0.10x

Higher debt load relative to assets than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

5th percentile

-22%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,338,405

Down $381,060 (-22%) from 2016

Net Assets

Down

$1,206,821

Down $384,345 (-24%) from 2016

Liabilities

Up

$131,584

Up $3,285 (+2.6%) from 2016

Revenue

Up

$1,986,327

Up $700,949 (+55%) from 2016

Expenses

Up

$2,370,672

Up $503,825 (+27%) from 2016

Net Income

Up

-$384,345

Up $197,124 (+34%) from 2016

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 2011: $1,235,538Liabilities 2011: $0Net Assets 2011: $1,235,5382011Assets 2012: $2,354,094Liabilities 2012: $0Net Assets 2012: $2,354,0942012Assets 2013: $4,017,928Liabilities 2013: $84,088Net Assets 2013: $3,933,8402013Assets 2014: $3,544,646Liabilities 2014: $311,932Net Assets 2014: $3,232,7142014Assets 2015: $2,478,964Liabilities 2015: $358,994Net Assets 2015: $2,119,9702015Assets 2016: $1,719,465Liabilities 2016: $128,299Net Assets 2016: $1,591,1662016Assets 2017: $1,338,405Liabilities 2017: $131,584Net Assets 2017: $1,206,8212017Assets 2018: $547,012Liabilities 2018: $25,087Net Assets 2018: $521,9252018Assets 2019: $619,436Liabilities 2019: $400Net Assets 2019: $619,0362019Assets 2020: $608,283Liabilities 2020: $400Net Assets 2020: $607,8832020Assets 2021: $1,158,232Liabilities 2021: $450Net Assets 2021: $1,157,7822021Assets 2022: $2,075,296Liabilities 2022: $451Net Assets 2022: $2,074,8452022Assets 2023: $797,193Liabilities 2023: $0Net Assets 2023: $797,1932023Assets 2024: $1,678,263Liabilities 2024: $0Net Assets 2024: $1,678,2632024

Highlighted filing

2017

Assets$1,338,405
Liabilities$131,584
Net Assets$1,206,821

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,100,9252011Revenue 2012: $4,220,077Expenses 2012: $3,101,521Net Income 2012: $1,118,5562012Revenue 2013: $3,389,267Expenses 2013: $2,072,935Net Income 2013: $1,316,3322013Revenue 2014: $4,114,831Expenses 2014: $4,815,957Net Income 2014: -$701,1262014Revenue 2015: $1,276,635Expenses 2015: $2,389,379Net Income 2015: -$1,112,7442015Revenue 2016: $1,285,378Expenses 2016: $1,866,847Net Income 2016: -$581,4692016Revenue 2017: $1,986,327Expenses 2017: $2,370,672Net Income 2017: -$384,3452017Revenue 2018: $1,020,941Expenses 2018: $1,705,838Net Income 2018: -$684,8972018Revenue 2019: $1,301,546Expenses 2019: $1,204,435Net Income 2019: $97,1112019Revenue 2020: $852,845Expenses 2020: $863,998Net Income 2020: -$11,1532020Revenue 2021: $3,656,696Expenses 2021: $3,106,797Net Income 2021: $549,8992021Revenue 2022: $6,417,552Expenses 2022: $5,500,489Net Income 2022: $917,0632022Revenue 2023: $8,783,996Expenses 2023: $10,061,648Net Income 2023: -$1,277,6522023Revenue 2024: $9,220,461Expenses 2024: $9,333,935Net Income 2024: -$113,4742024

Highlighted filing

2017

Revenue$1,986,327
Expenses$2,370,672
Net Income-$384,345
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 13, 2018
Return Version
2017v2.2
Gross Receipts
$2,121,408
Mission and Program Overview

Mission

Provide adapted homes and emergency financial aid to severly wonded heros injured in the expanded war on terror. Give marriage and caregiver support, provide recreational activities, and facilitate community support.

Provide adapted homes & emergency financial aid to severely wounded heroes injured in the expanded war on terror. Give marriage and caregiver support, provide recreational activities,and facilitate community support for the grant recipients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$325,989$452,339▲ $126,350
Accounts Receivable$392,852$96,107▼ $296,745
Land, Buildings, and Equipment, Net$33,252$17,842▼ $15,410
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,719,465$1,338,405▼ $381,060
Other Assets Total$967,372$772,117▼ $195,255
Liabilities
Accounts Payable and Accrued Expenses$128,296$131,583▲ $3,287
Other Liabilities$3$1▼ $2
Total Liabilities$128,299$131,584▲ $3,285
Net Assets / Fund Balance
Unrestricted Net Assets$1,591,166$1,176,821▼ $414,345
Temporarily Rstr Net Assets-$30,000-
Total Net Assets Fund Balance$1,591,166$1,206,821▼ $384,345
Total Liabilities and Net Assets / Fund Balance$1,719,465$1,338,405▼ $381,060

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,841$62,268$80,109
Land$1-$1
Other Assets Org$50,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris DanielChairman
Sunil SharmaVice Chairman
Marshall IlerConstruction Director
Adrian GarciaDirector
Jennifer HammondDirector
Laura TrueDirector
Mike KingDirector
Randy PetersonDirector
Rex KingDirector
Kelly RaleyGeneral Counsel
Rhonda Walls KerbySecretary
Jennifer DanielTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,256,371
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$729,956
All Other Contributions
$1,256,371
Change in Net Assets
$-384,345

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Residential2$363,770
Total Noncash Contributions2$363,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,256,371
Other Expenses$932,782
Salaries, Compensation, and Employee Benefits$181,519
Total Fundraising Expense$131,373
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,256,371--$1,256,371
Current Officers, Directors, Trustees, and Key Employees$142,733$13,650$10,284$166,667
All Other Expenses$53,520$2,104$1,585$57,209
Other Expenses$42,292$4,044$3,047$49,383
Fees for Services Accounting$27,276$2,609$1,965$31,850
Information Technology$17,555$1,679$1,265$20,499
Advertising$15,231$1,457$1,097$17,785
Depreciation Depletion$13,197$1,262$951$15,410
Payroll Taxes$12,720$1,216$916$14,852
Total Functional Expenses$2,200,263$39,036$131,373$2,370,672
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$865,037
Fundraising Direct Expenses$135,081
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$865,037$865,037$135,081$729,956
Total Events$865,037$865,037$135,081$729,956
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Meredith IlerFormer Brd MemConsulting ServicesNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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, Part VI, Line 11B: Form 990 Review Process

A draft of the 990 is presented to management and the board. The draft is reviewed and any changes are considered and discussed. Changes, if necessary, are made and the final copy of the 990 is prepared. The Board receives a copy of the 990 for final approval prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All governing documents, policies, and financial information is available on request. The 990 is publicly displayed on the HAH website at www.helpingahero.org.

Form 990, Part VI, Line 12C - Enforcement of Conflicts Policy

The Conflict of Interest Policy is reviewed annually and each Board member signs a statement agreeing to follow the Policy. Potential conflicts of interest are reviewed by the Governing Body and appropriate action is taken.

Form 990, Part VI, Line 2 - Related Party Information Amoung Officers

Marshall Iler Meredith IlerDirector - Construction Consultant and Former Key EmployeeHusband and Wife

Filing and Contact Details

Filer

Filer Name
Helping a HeroOrg
EIN
20-5433598
Phone
8887869531
Address
8564 Katy Freeway, Houston, TX 77024

Signing Officer

Name
Kelly Raley
Title
Executive Director
Signed
2018-09-13
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
9
Employees
5
Volunteers
75

Preparer

Firm
Schorre & Associates LLC
Address
8323 SW Frwy Ste 440, Houston, TX 77074
Preparer
Gilbert J SchorreJrCPA
Phone
7137760957
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

The Organization's Board members are all volunteers. Other volunteers assist during groundbreaking and welcome home ceremonies; this assistance includes, but is not limited to, working as greeters, setting up chairs, and putting up flags. During the 2016 Volunteer Appreciation Luncheon and also the 2016 National Gala, volunteers assisted in many ways. These included guest check-in, helping to setup for the silent auction, checking out after the event, and ensuring the events run smoothly.

Form 990, Part III, Line 4A - First Accomplishment

Each home is built to address the special adaptation standards for the veteran who will live in the home and is designed to ensure maximum independence, within budget constraints. The veteran's mortgage amount is determined at the end of the building process and is based on the required minimum $50,000 veteran investment, VA grants, HAH grants, upgrades, and any excess costs of the land. The home is recorded at cost plus any in-kind donations from the builder or other sources. The Organization has awarded home grants in 22 states.The Organization conducts a groundbreaking ceremony before the construction of a new home for the wounded warrior. The ceremony allows the Organization to introduce the wounded warrior and his or her family to the community, educate the community about the needs of the wounded warrior, educate other businesses about the opportunity for giving back to wounded warriors, and honor the wounded warrior for his or her service.The Organization has a welcome home ceremony when the home is completed and the wounded hero has taken ownership and is ready to move in. The ceremony allows the Organization to thank all the vendors who donated time or products to the home, as well as, educate the community about the adaptation needs of the wounded hero as a result of his or her permanent injuries.

Form 990, Part III, Line 4B - Second Accomplishment

The caregivers, primarily spouses and parents, face the 24/7 day to day challenges supporting our wounded warriors. They are often overlooked and unrecognized. The Organization organizes and offers retreats that pamper, provide encouragement, fun, and camaraderie for these caregivers.The wounded warriors have often been in the military since leaving high school and therefor often are unfamiliar with home maintenance and repair responsibilities and costs. The Organization endeavors to help them develop and make better financial decisions throughout the term of the program.Emergency Needs and Recreation Support - The Organization provides ongoing support for wounded warriors and their families, with priority given to home recipients. This support includes financial support, invitations to sports events rodeos and other forms of entertainment, fishing and hunting outings, and other forms of recreation, and annual Operation Merry Christmas, and others. Over 300 wounded warriors have received assistance.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt11Construction Director
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IRS990/MissionDesc0Provide adapted homes & emergency financial aid to severely wounded heroes injured in the expanded war on terror. Give marriage and caregiver support, provide recreational activities,and facilitate community support for the grant recipients.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Marriage Retreats, Caregiver Programs, Financial Education --The wounded heroes and their families often encounter marital challenges as they transition from the military back into civilian life. The divorce rate is an average of 85% amoung the most severely wounded. The Organization is committed to equipping these veterans and spouses enhance their communication skills and work through crisis issues so that they can rebuild their marriages, based on the new normal they now face. Many families have participated in the retreats, webinars, and crisis communication support.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046704
IRS990/ProgSrvcAccomActy3Grp/Desc0The Organization conducts a groundbreaking ceremony before the constructionof a new home for the wounded warrior. The ceremony allows the Organization to introduce the wounded warrior and family to the community, educate the community about the needs of the wounded warrior, educate other businesses about the opportunity for giving back to wounded warriors, and honor the wounded warrior for his or her service.The Organization has a welcome home ceremony when the home is completed and the wounded hero is ready to assume ownership and move in. The ceremony allows the Organization to thank all the vendors who have donated time or products to the home as well as to educate the community about the adaptation needs that this wounded hero has as a result of his or her permanent injuries. The "Welcome Home" ceremony is a key factor for the veteran's assimilation into the community.
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04304307
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IRS990ScheduleD/EquipmentGrp/BookValueAmt017841
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062268
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080109
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1716079
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt250000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposit on Lease
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Homes for wounded heros
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Investments
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0772117
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising Events
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0892602

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$9.22$9.33$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$8.78$10.1$1.28
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.07$6.42$5.50$0.92
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$3.66$3.11$0.55
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.85$0.86$0.01
2019Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$1.30$1.20$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.03$0.52$1.02$1.71$0.68
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.13$1.21$1.99$2.37$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.13$1.59$1.29$1.87$0.58
2015Detailed filing. Detailed filing data is available for this year.$2.48$0.36$2.12$1.28$2.39$1.11
2014Detailed filing. Detailed filing data is available for this year.$3.54$0.31$3.23$4.11$4.82$0.70
2013Detailed filing. Detailed filing data is available for this year.$4.02$0.08$3.93$3.39$2.07$1.32
2012Summary only. Only limited summary data is available for this year.$2.35$0.00$2.35$4.22$3.10$1.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$2.10