Civic Intelligence

Combined Arms

990 • Fiscal year 2019 • EIN 47-5648923

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 31, 2020

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

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$90,297

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

95th percentile

97%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

146%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,001,454

Up $984,453 (+97%) from 2018

Net Assets

Up

$1,933,628

Up $954,203 (+97%) from 2018

Liabilities

Up

$67,826

Up $30,250 (+81%) from 2018

Revenue

Up

$2,928,698

Up $1,738,016 (+146%) from 2018

Expenses

Up

$2,141,452

Up $1,200,991 (+128%) from 2018

Net Income

Up

$787,246

Up $537,025 (+215%) from 2018

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

2019

Assets$2,001,454
Liabilities$67,826
Net Assets$1,933,628

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

2019

Revenue$2,928,698
Expenses$2,141,452
Net Income$787,246
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$2,928,698
Mission and Program Overview

Mission

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

Combined Arms is a forward-thinking nonprofit whose mission is to unite the community to accelerate and unleash the impact of veterans. Through streamlined assessments and customized resources based on individual veteran needs, Combined Arms is simplifying and accelerating the connection point between veterans and resources. Combined Arms deploys a data-driven approach and a collaborative, connected model of service delivery so that veterans and the community are united after the uniform.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$921,294$1,688,708▲ $767,414
Land, Buildings, and Equipment, Net$75,655$119,320▲ $43,665
Savings and Temporary Cash Investments-$84,062-
Prepaid Expenses and Deferred Charges$12,002$52,761▲ $40,759
Pledges and Grants Receivable-$33,500-
Accounts Receivable$8,050$23,103▲ $15,053
Other Notes and Loans Receivable, Net-$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$1,017,001$2,001,454▲ $984,453
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$37,576$67,826▲ $30,250
Total Liabilities$37,576$67,826▲ $30,250
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$676,995$1,423,834▲ $746,839
Net Assets With Donor Restrictions$302,430$509,794▲ $207,364
Total Net Assets Fund Balance$979,425$1,933,628▲ $954,203
Total Liabilities and Net Assets / Fund Balance$1,017,001$2,001,454▲ $984,453

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$71,537$25,882$97,419
Equipment$14,580$39,383$53,963
Other Land Buildings$33,203$17,026$50,229
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John BoerstlerCEOFT$85,750$4,547$90,297

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,762,425
Program Service Revenue
$166,091
Investment Income
$182
Other Revenue
$0
All Other Contributions
$2,761,425
Change in Net Assets
$787,246

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,928,698
Total Revenue per Audited Statements
$2,928,698
Total Revenue per Form 990
$2,928,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,158,133
Salaries, Compensation, and Employee Benefits$958,446
Total Fundraising Expense$168,769
Grants and Similar Amounts Paid$24,873
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$541,738$54,287$90,832$686,857
Occupancy$299,821$16,206$8,103$324,130
Fees for Services Other$204,480$66,331$8,635$279,446
Other Employee Benefits$95,443$9,665$15,706$120,814
Information Technology$94,699$9,590$15,584$119,873
Current Officers, Directors, Trustees, and Key Employees$71,334$7,225$11,738$90,297
Advertising$84,295-$1,076$85,371
Travel$69,049$5,984-$75,033
Payroll Taxes$47,778$4,838$7,862$60,478
Office Expenses$28,455$20,682$4,682$53,819
Fees for Services Accounting-$37,680-$37,680
Depreciation Depletion$20,997$2,126$3,455$26,578
Grants to Domestic Orgs$24,873--$24,873
Insurance$4,667$473$768$5,908
Other Expenses$1,992$904$328$3,224
Total Functional Expenses$1,736,692$235,991$168,769$2,141,452

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,141,452
Total Expenses per Audited Statements$2,141,452
Total Expenses per Form 990$2,141,452
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No
Management duties delegated
No

Governance Explanations

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

The Chair, Vice Chair, Treasurer, Secretary, and Officer-at-Large 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 Chair 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 4: Description of Significant Changes to Organizational Documents

In 2019, the Bylaws amended Article VII, to amend member organization voting rights.

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 CEO, determine the CEO'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
John Boerstler
Title
CEO
Signed
2020-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Boerstler
Formed
2015
Legal Domicile
TX
Voting Board Members
22
Independent Board Members
22
Employees
20
Volunteers
100

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Merger with Lone Star Veterans = $166957

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