Civic Intelligence

Combined Arms

990 • Fiscal year 2018 • EIN 47-5648923

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 26, 2019

2929 McKinney StreetHouston, TX 77003

(888) 737-3112

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$117,126

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,017,001

Up $262,288 (+35%) from 2017

Net Assets

Up

$979,425

Up $250,221 (+34%) from 2017

Liabilities

Up

$37,576

Up $12,067 (+47%) from 2017

Revenue

Up

$1,190,682

Up $419,069 (+54%) from 2017

Expenses

Up

$940,461

Up $149,392 (+19%) from 2017

Net Income

Up

$250,221

Up $269,677 (+1386%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2016: $764,235Liabilities 2016: $0Net Assets 2016: $764,2352016Assets 2017: $754,713Liabilities 2017: $25,509Net Assets 2017: $729,2042017Assets 2018: $1,017,001Liabilities 2018: $37,576Net Assets 2018: $979,4252018Assets 2019: $2,001,454Liabilities 2019: $67,826Net Assets 2019: $1,933,6282019Assets 2020: $2,383,433Liabilities 2020: $67,012Net Assets 2020: $2,316,4212020Assets 2021: $2,809,376Liabilities 2021: $388,729Net Assets 2021: $2,420,6472021Assets 2022: $3,177,172Liabilities 2022: $1,675,402Net Assets 2022: $1,501,7702022Assets 2023: $2,615,582Liabilities 2023: $1,775,565Net Assets 2023: $840,0172023Assets 2024: $2,266,677Liabilities 2024: $2,276,004Net Assets 2024: -$9,3272024

Highlighted filing

2018

Assets$1,017,001
Liabilities$37,576
Net Assets$979,425

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: $1,045,996Expenses 2016: $281,761Net Income 2016: $764,2352016Revenue 2017: $771,613Expenses 2017: $791,069Net Income 2017: -$19,4562017Revenue 2018: $1,190,682Expenses 2018: $940,461Net Income 2018: $250,2212018Revenue 2019: $2,928,698Expenses 2019: $2,141,452Net Income 2019: $787,2462019Revenue 2020: $3,405,818Expenses 2020: $3,042,485Net Income 2020: $363,3332020Revenue 2021: $3,839,027Expenses 2021: $3,719,978Net Income 2021: $119,0492021Revenue 2022: $3,849,778Expenses 2022: $4,678,927Net Income 2022: -$829,1492022Revenue 2023: $5,209,561Expenses 2023: $5,903,800Net Income 2023: -$694,2392023Revenue 2024: $5,784,768Expenses 2024: $6,654,436Net Income 2024: -$869,6682024

Highlighted filing

2018

Revenue$1,190,682
Expenses$940,461
Net Income$250,221
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 26, 2019
Return Version
2018v3.1
Gross Receipts
$1,190,682
Mission and Program Overview

Mission

To unite the community to accelerate the impact of veterans on Houston.

Combined Arms unites over 40 veteran serving organizations to accelerate the maximum positive impact of veterans and their families on the greater Houston community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$700,454$921,294▲ $220,840
Land, Buildings, and Equipment, Net$50,620$75,655▲ $25,035
Prepaid Expenses and Deferred Charges$3,639$12,002▲ $8,363
Accounts Receivable-$8,050-
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-
Total Assets$754,713$1,017,001▲ $262,288
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$25,509$37,576▲ $12,067
Total Liabilities$25,509$37,576▲ $12,067
Net Assets / Fund Balance
Unrestricted Net Assets$447,783$676,995▲ $229,212
Temporarily Rstr Net Assets$281,421$302,430▲ $21,009
Total Net Assets Fund Balance$729,204$979,425▲ $250,221
Total Liabilities and Net Assets / Fund Balance$754,713$1,017,001▲ $262,288

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$54,676$17,151$71,827
Equipment$15,609$30,507$46,116
Other Land Buildings$5,370$8,054$13,424
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kelly LandExecutive DirectorFT$117,126$117,126

Board Members and Trustees

NameTitle
Bryan FosterChairman
John BoerstlerVice Chairman
Barry MattsonDirector
Brian IvanyDirector
Carl SalazarDirector
David NightingaleDirector
Kelsey SmithDirector
Matt MatoDirector
Steven HummerDirector
Mea WilliamsSecretary
Andy PuhalaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,075,607
Program Service Revenue
$115,075
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,075,607
Change in Net Assets
$250,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,190,682
Total Revenue per Audited Statements
$1,190,682
Total Revenue per Form 990
$1,190,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$576,810
Salaries, Compensation, and Employee Benefits$363,651
Total Fundraising Expense$66,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$278,260$9,485$4,743$292,488
Other Salaries and Wages$164,737$19,265$6,168$190,170
Advertising$109,363$80$19,538$128,981
Current Officers, Directors, Trustees, and Key Employees$58,563$35,138$23,425$117,126
Fees for Services Other$50,000$2,500-$52,500
Information Technology$31,659$7,275$3,957$42,891
Other Employee Benefits$24,005$5,848$3,181$33,034
Office Expenses$18,043$4,080$1,565$23,688
Payroll Taxes$16,946$4,129$2,246$23,321
Depreciation Depletion$9,135$2,226$1,211$12,572
Travel$7,798$1,678-$9,476
Fees for Services Accounting-$6,720-$6,720
Insurance$2,941$716$390$4,047
Conferences and Meetings$2,505$610$332$3,447
Total Functional Expenses$773,955$99,750$66,756$940,461

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$940,461
Total Expenses per Audited Statements$940,461
Total Expenses per Form 990$940,461
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

The President, Vice President, Treasurer and Secretary of the Corporation shall constitute the executive committee. The Executive Committee shall have the authority to direct the activities of the Corporation as authorized by the Board of Directors and shall act in the place of the Board of Directors whenever the full board cannot meet. The President shall act as chairperson of the Executive Committee. A majority of the Executive Committee shall constitute a quorum for the transaction of business, and all decisions shall be by majority vote of those present. The Executive Committee shall meet as needed to accomplish their objectives.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The membership of the Corporation will consist of collaborating members and associate members (collectively, the Members).(a)Each collaborating member is required to be (i) a governmental or nonprofit entity that is focused on providing military transition and community reintegration services, (ii) in good financial and operational standing for at least one year prior to application for coalition membership.(b)Each associate member will be any eligible individual or entity that does not meet the requirements necessary to be a Collaborating Member and whose primary mission and programs focus is not transitioning military service members and their families.There shall be no limit to the authorized number of Members. The Secretary shall keep an up-to-date membership list and made available to all Members, as well as to the general public.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Nominations of individuals to serve on the Board of Directors shall be accepted from Collaborating Members only and made to the Combined Arms Membership and Nominating Committee, upon request. Directors are elected by the Board of Directors at the time of such election. The current Board of Directors has the power to appoint, elect and remove Directors with support of majority vote.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The membership may act only at a properly called meeting of the membership where a quorum is present. At such a meeting, a vote of a majority of the Collaborating Members in attendance shall be an act of the membership, except that a two-thirds (2/3) majority of the Collaborating Members in attendance shall be required for the following: dissolution of the Corporation, merger or exchange with another corporation and sale of substantially all the Corporations assets. The attendance of 50% of the Collaborating Members shall constitute a quorum for the conduct of business at either a Regular or Special Membership Meeting.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is presented in its entirety to the board of directors and officers for review and approval prior to filing the Form 990.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each director and officer of the organization, and each member of a committee with Board delegated powers, completes a questionnaire using the form approved by the Board, and signs a statement which affirms that such person is in compliance with the conflict of interest policy. If a conflict does exist between an individual and a matter being decided by a board or committee, the conflicted individual is recused from discussion and decision-making. Periodic reviews are conducted to ensure that the organization operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize it status as a tax exempt organization.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

A compensation committee, composed of individuals who were independent from the Executive Director, determine the Executive Director's compensation based on community market surveys for comparable positions. Combined Arms' budget and compensation strategy are considered before making a compensation determination.

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

The organization's Articles of Incorporation, Financial Statements and conflict of Interest Policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Combined Arms
EIN
47-5648923
Phone
8887373112
Address
2929 McKinney Street, Houston, TX 77003

Signing Officer

Name
Bryan Foster
Title
Chairman
Signed
2019-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Foster
Formed
2015
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
10

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Barbara Murphy
Phone
7134395739
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IRS990/Desc0Combined Arms is a dynamic, ever-evolving collaborative impact organization that is using an innovative approach to technology and service delivery to disrupt the veteran transition experience. By providing comprehensive support to military members and their families as they transition to civilian life, we are accelerating veteran transition in order to deliver maximum impact on Houston.Combined Arms streamlines the connection between veterans and their families from all branches of the military with organizations that serve them. We've created a new veteran service model, focusing on collective impact-reinventing what it means to serve veterans by creating pathways for them to access resources based on exactly what they've asked for, leaving the outdated model of "services in silos" behind.
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IRS990/Form990PartVIISectionAGrp/PersonNm8David Nightingale
IRS990/Form990PartVIISectionAGrp/PersonNm9Carl Salazar
IRS990/Form990PartVIISectionAGrp/PersonNm10Kelsey Smith
IRS990/Form990PartVIISectionAGrp/PersonNm11Kelly Land
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IRS990/MissionDesc0To unite the community to accelerate the impact of veterans on Houston.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Combined Arms focuses on supporting organizations that provide military veterans and their families, military transition and community reintegration services. Combined Arms makes non-cash grants to tax-exempt organizations whose missions are aligned with the goal of providing much needed resources to veterans.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Combined Arms mission is accomplished by establishing and nurturing a system of organizations focused on supporting organizations that provide military transition and community reintegration services to veterans and their families. Combined Arms provides support in the form of the use of facilities, meeting rooms, gymnasium equipment and networking and referral services for many supported organizations and member veteran services organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Combined Arms facilities provide indirect benefit for many veterans organizations, both those listed as supported organizations and those organizations that operate within the Houston area providing services to veterans.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section B, Line 2: Providing Benefit Carried Out the Purposes of Supported Orgs.
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