Civic Intelligence

Companions for Heroes Inc

990 • Fiscal year 2016 • EIN 27-0648741

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 22, 2017

PO Box 961Lake Hopatcong, NJ 07849

(912) 638-1010

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$32,790

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

116%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$238,071

Up $63,987 (+37%) from 2015

Net Assets

Up

$236,071

Up $67,626 (+40%) from 2015

Liabilities

Down

$2,000

Down $3,639 (-65%) from 2015

Revenue

Up

$958,961

Up $515,950 (+116%) from 2015

Expenses

Up

$891,335

Up $492,339 (+123%) from 2015

Net Income

Up

$67,626

Up $23,611 (+54%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $72,320Liabilities 2013: $5,264Net Assets 2013: $67,0562013Assets 2014: $129,998Liabilities 2014: $5,568Net Assets 2014: $124,4302014Assets 2015: $174,084Liabilities 2015: $5,639Net Assets 2015: $168,4452015Assets 2016: $238,071Liabilities 2016: $2,000Net Assets 2016: $236,0712016Assets 2017: $299,599Liabilities 2017: $0Net Assets 2017: $299,5992017Assets 2018: $474,323Liabilities 2018: $28,099Net Assets 2018: $446,2242018Assets 2019: $927,546Liabilities 2019: $44,682Net Assets 2019: $882,8642019Assets 2020: $1,189,249Liabilities 2020: $40,997Net Assets 2020: $1,148,2522020Assets 2021: $1,342,057Liabilities 2021: $20,045Net Assets 2021: $1,322,0122021Assets 2022: $1,408,041Liabilities 2022: $1,045Net Assets 2022: $1,406,9962022Assets 2023: $1,392,525Liabilities 2023: $13,363Net Assets 2023: $1,379,1622023Assets 2024: $1,343,839Liabilities 2024: $14,815Net Assets 2024: $1,329,0242024

Highlighted filing

2016

Assets$238,071
Liabilities$2,000
Net Assets$236,071

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2013: $436,2332013Revenue 2014: $150,738Expenses 2014: $93,364Net Income 2014: $57,3742014Revenue 2015: $443,011Expenses 2015: $398,996Net Income 2015: $44,0152015Revenue 2016: $958,961Expenses 2016: $891,335Net Income 2016: $67,6262016Revenue 2017: $1,196,410Expenses 2017: $1,132,882Net Income 2017: $63,5282017Revenue 2018: $1,137,129Expenses 2018: $990,504Net Income 2018: $146,6252018Revenue 2019: $1,601,564Expenses 2019: $1,164,924Net Income 2019: $436,6402019Revenue 2020: $831,236Expenses 2020: $583,050Net Income 2020: $248,1862020Revenue 2021: $516,578Expenses 2021: $342,818Net Income 2021: $173,7602021Revenue 2022: $413,819Expenses 2022: $328,835Net Income 2022: $84,9842022Revenue 2023: $334,164Expenses 2023: $355,401Net Income 2023: -$21,2372023Revenue 2024: $280,313Expenses 2024: $330,451Net Income 2024: -$50,1382024

Highlighted filing

2016

Revenue$958,961
Expenses$891,335
Net Income$67,626
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 22, 2017
Return Version
2015v3.0
Gross Receipts
$967,375
Mission and Program Overview

Mission

To champion public awareness of Post-Traumatic Stress Disorder (PTSD) and challenges confronting our countrys heroes and rally support for shelter animal adoption by connecting heroes and companions.

Companions for heroes seeks to alleviate the psychological suffering of our nation's heroes by providing companion animals obtained from shelters and/or rescues who might otherwise be euthanized. The rescue animals are provided free of charge to active duty military personnel, military veterans, and first responders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$173,344$180,105▲ $6,761
Accounts Receivable-$57,966-
Prepaid Expenses and Deferred Charges$740--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$174,084$238,071▲ $63,987
Liabilities
Accounts Payable and Accrued Expenses$3,872$2,000▼ $1,872
Other Liabilities$1,767--
Total Liabilities$5,639$2,000▼ $3,639
Net Assets / Fund Balance
Unrestricted Net Assets$168,445$236,071▲ $67,626
Total Net Assets Fund Balance$168,445$236,071▲ $67,626
Total Liabilities and Net Assets / Fund Balance$174,084$238,071▲ $63,987

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,340$1,340
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Eric BasekExecutive DirectorFT$32,790$32,790
David E SharpePresidentPT$2,415$2,415

Board Members and Trustees

NameTitle
GARY O'SHAUNESSYVice President
Benjamin BunnDirector
Joseph KauperDirector
Scott ChambersDirector
Susan ClapperDirector
Phil KotizaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$954,323
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,638
All Other Contributions
$954,323
Change in Net Assets
$67,626

Audited Revenue Reconciliation

Revenue per Audited Statements
$958,961
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$958,961
Total Revenue per Form 990
$958,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$436,187
Professional Fundraising Fees$426,076
Other Expenses$402,690
Salaries, Compensation, and Employee Benefits$62,569
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$426,076$426,076
Current Officers, Directors, Trustees, and Key Employees$35,205--$35,205
Other Expenses$23,752-$2,805$23,752
Other Salaries and Wages$7,939$14,381-$22,320
Fees for Services Accounting-$20,965-$20,965
Fees for Services Other$1,999$8,300$4,990$15,289
Office Expenses$4,523$6,192$978$11,693
All Other Expenses$1,265$3,133$1,338$5,736
Payroll Taxes$3,783$1,261-$5,044
Insurance-$2,421-$2,421
Fees for Services Legal-$2,408-$2,408
Total Functional Expenses$396,087$59,061$436,187$891,335

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$891,335
Total Expenses per Audited Statements$891,335
Total Expenses per Form 990$891,335
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$426,076
Fundraising Gross Income$13,052
Fundraising Direct Expenses$8,414
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
No
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, Section B, Line 11

Form 990 is initially reviewed by the treasurer or other officers and then submitted to the entire board for their review and approval prior to being filed.

Form 990, Part VI, Section B, Line 12C

The organization enforces the conflict of interest policy by monitoring known relationships, questionnaires, and noting any changes in disclosed information.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Companions for Heroes
EIN
27-0648741
Phone
9126381010
Address
PO BOX 961, LAKE HOPATCONG, NJ 07849

Signing Officer

Name
Eric Basek
Title
Exec. Director
Phone
9126381010
Signed
2017-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Basek
Formed
2009
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
0

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
Laurence Scot Mba CPA
Phone
2129671100
Supplemental Narrative

Additional Explanations

Form 990, Pages 1-12, Schedules A, B, D, G & O

Changes due to filing an amended return: upon completion of the independent financial audit, amounts and disclosures on most parts of the originally filed 990 return changed. The following is a summary of originally reported amounts: 990, page 1 total revenue (line 12) 967,375 total expenses (line 18) 899,773 excess/(loss) for the year (line 19) 67,602 990, page 1 total assets (line 20) 238,047 total liabilities (line 21) 2,000 net assets-end of year (line 22) 236,047

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0835
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013052
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt02220121
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0954323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0442749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0281481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0391304
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02220121
IRS990ScheduleA/TotalSupportAmt02220956
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01340
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01340
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0891335
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0958961
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0891335
IRS990ScheduleD/TotalRevenuePerForm990Amt0958961
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0958961
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0891335
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING MAILERS
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0816438
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0124681
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0FUNDRAISING STRATEGIES INC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt0691757
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt01420 SPRING HILL RD STE 490
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0MCLEAN
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd022102
IRS990ScheduleG/LicensedStatesCd0AK
IRS990ScheduleG/LicensedStatesCd1AL
IRS990ScheduleG/LicensedStatesCd2AR
IRS990ScheduleG/LicensedStatesCd3CA
IRS990ScheduleG/LicensedStatesCd4CT
IRS990ScheduleG/LicensedStatesCd5FL
IRS990ScheduleG/LicensedStatesCd6GA
IRS990ScheduleG/LicensedStatesCd7HI
IRS990ScheduleG/LicensedStatesCd8IL
IRS990ScheduleG/LicensedStatesCd9KS
IRS990ScheduleG/LicensedStatesCd10KY
IRS990ScheduleG/LicensedStatesCd11MA
IRS990ScheduleG/LicensedStatesCd12MD
IRS990ScheduleG/LicensedStatesCd13MI
IRS990ScheduleG/LicensedStatesCd14MN
IRS990ScheduleG/LicensedStatesCd15MS
IRS990ScheduleG/LicensedStatesCd16NC
IRS990ScheduleG/LicensedStatesCd17NH
IRS990ScheduleG/LicensedStatesCd18NJ
IRS990ScheduleG/LicensedStatesCd19NM
IRS990ScheduleG/LicensedStatesCd20NY
IRS990ScheduleG/LicensedStatesCd21OK
IRS990ScheduleG/LicensedStatesCd22OR
IRS990ScheduleG/LicensedStatesCd23PA
IRS990ScheduleG/LicensedStatesCd24RI
IRS990ScheduleG/LicensedStatesCd25SC
IRS990ScheduleG/LicensedStatesCd26TN
IRS990ScheduleG/LicensedStatesCd27UT
IRS990ScheduleG/LicensedStatesCd28VA
IRS990ScheduleG/LicensedStatesCd29WI
IRS990ScheduleG/LicensedStatesCd30WV
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0816438
IRS990ScheduleG/TotalNetToOrganizationAmt0124681
IRS990ScheduleG/TotalRetainedByContractorsAmt0691757
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHANGES DUE TO FILING AN AMENDED RETURN: UPON COMPLETION OF THE INDEPENDENT FINANCIAL AUDIT, AMOUNTS AND DISCLOSURES ON MOST PARTS OF THE ORIGINALLY FILED 990 RETURN CHANGED. THE FOLLOWING IS A SUMMARY OF ORIGINALLY REPORTED AMOUNTS: 990, PAGE 1 TOTAL REVENUE (LINE 12) 967,375 TOTAL EXPENSES (LINE 18) 899,773 EXCESS/(LOSS) FOR THE YEAR (LINE 19) 67,602 990, PAGE 1 TOTAL ASSETS (LINE 20) 238,047 TOTAL LIABILITIES (LINE 21) 2,000 NET ASSETS-END OF YEAR (LINE 22) 236,047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS INITIALLY REVIEWED BY THE TREASURER OR OTHER OFFICERS AND THEN SUBMITTED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGES 1-12, SCHEDULES A, B, D, G & O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AK
IRS990/StatesWhereCopyOfReturnIsFldCd1AL
IRS990/StatesWhereCopyOfReturnIsFldCd2AR
IRS990/StatesWhereCopyOfReturnIsFldCd3CA
IRS990/StatesWhereCopyOfReturnIsFldCd4CT
IRS990/StatesWhereCopyOfReturnIsFldCd5FL
IRS990/StatesWhereCopyOfReturnIsFldCd6GA
IRS990/StatesWhereCopyOfReturnIsFldCd7HI
IRS990/StatesWhereCopyOfReturnIsFldCd8IL
IRS990/StatesWhereCopyOfReturnIsFldCd9KS
IRS990/StatesWhereCopyOfReturnIsFldCd10KY
IRS990/StatesWhereCopyOfReturnIsFldCd11MA
IRS990/StatesWhereCopyOfReturnIsFldCd12MD
IRS990/StatesWhereCopyOfReturnIsFldCd13MI
IRS990/StatesWhereCopyOfReturnIsFldCd14MN
IRS990/StatesWhereCopyOfReturnIsFldCd15MS
IRS990/StatesWhereCopyOfReturnIsFldCd16NC
IRS990/StatesWhereCopyOfReturnIsFldCd17NH
IRS990/StatesWhereCopyOfReturnIsFldCd18NJ
IRS990/StatesWhereCopyOfReturnIsFldCd19NM
IRS990/StatesWhereCopyOfReturnIsFldCd20NY
IRS990/StatesWhereCopyOfReturnIsFldCd21OK
IRS990/StatesWhereCopyOfReturnIsFldCd22OR
IRS990/StatesWhereCopyOfReturnIsFldCd23PA
IRS990/StatesWhereCopyOfReturnIsFldCd24RI
IRS990/StatesWhereCopyOfReturnIsFldCd25SC
IRS990/StatesWhereCopyOfReturnIsFldCd26TN
IRS990/StatesWhereCopyOfReturnIsFldCd27UT
IRS990/StatesWhereCopyOfReturnIsFldCd28VA
IRS990/StatesWhereCopyOfReturnIsFldCd29WI
IRS990/StatesWhereCopyOfReturnIsFldCd30WV
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0174084
IRS990/TotalAssetsEOYAmt0238071
IRS990/TotalAssetsGrp/BOYAmt0174084
IRS990/TotalAssetsGrp/EOYAmt0238071
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0954323
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0436187
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059061
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0396087
IRS990/TotalFunctionalExpensesGrp/TotalAmt0891335
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05639
IRS990/TotalLiabilitiesEOYAmt02000
IRS990/TotalLiabilitiesGrp/BOYAmt05639
IRS990/TotalLiabilitiesGrp/EOYAmt02000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0168445

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