Eagle Oak Retreat Foundation
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Eagle Oak Retreat Foundation
EIN: 87-2120729
as of September 2024
as of September 09, 2024
Mission
The Eagle Oak Retreat Foundation offers community support, holistic and posttraumatic growth opportunities for our combat veterans, first responders, and their families. Our Mission is to provide combat veterans and first responders with the training necessary to overcome traumatic stress experienced as a result of their service to our country.
Ruling year
2021
President, Co-founder, Chair of the Board
Mrs. Lillian Watanabe
Main address
10700 S Highway 77 PO Box 909
Italy, TX 76651 USA
EIN
87-2120729
Special population support
Health
Population served
Families
Emergency responders
Military personnel
Veterans
NTEE code
Human Service Organizations (P20)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Communication
Programs and results
What we aim to solve
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Warrior PATHH
The Posttraumatic Growth training program we will deliver on the retreat is known as Warrior PATHH (Progressive and Alternative Training for Helping Heroes). Warrior PATHH is a highly successful program (with proven results of reducing PTSD symptoms by 51%) that was developed by Boulder Crest Foundation (Bluemont, VA) – the leaders in the field of posttraumatic growth – which was founded by Ken Falke in 2013, a 21-year combat veteran of the U.S. Navy Explosive Ordnance Disposal (EOD) community and retired Master Chief Petty Officer.
Warrior PATHH is a free 7-day combat stress recovery retreat for warriors (with separate programs for male and female combat veterans).
Warrior PATHH Program Begins in early 2023
Family Rest & Reconnection Stays
Eagle Oak Retreat will be offering family retreats in the Summer of 2024 to families of Combat Veterans and First Responders.
Nearly 3 million troops deployed to the prolonged wars in Afghanistan and Iraq. It is estimated that nearly 1,000,000 of these combat veterans are battling combat-related stress. Due to lengthy deployments, visible and invisible injuries impact every member of the family. Our mission is to start with the Warrior PATHH program and then extend this program to include couples and families. We will be offering Family Rest and Reconnection Stays at the Eagle Oak Retreat in the Summer of 2024.
These Family R & R Stays will make a lasting and positive impact on those who served and sacrificed for our country.
Where we work
Photos
Videos
Financials
Revenue vs. expenses: breakdown
Liquidity in 2023 info
0.01
Months of cash in 2023 info
0.3
Fringe rate in 2023 info
28%
Funding sources info
Assets & liabilities info
Financial data
Eagle Oak Retreat Foundation
Balance sheetFiscal Year: Jan 01 - Dec 31
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jan 01 - Dec 31
This snapshot of Eagle Oak Retreat Foundation’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
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Business model indicators
| Profitability info | 2022 | 2023 |
|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $262,961 | $42,849 |
| As % of expenses | 239.0% | 5.8% |
| Unrestricted surplus (deficit) after depreciation | $262,322 | -$64 |
| As % of expenses | 237.1% | 0.0% |
| Revenue composition info | ||
|---|---|---|
| Total revenue (unrestricted & restricted) | $372,853 | $780,137 |
| Total revenue, % change over prior year | 0.0% | 109.2% |
| Program services revenue | 0.0% | 0.0% |
| Membership dues | 0.0% | 0.0% |
| Investment income | 0.0% | 0.0% |
| Government grants | 0.0% | 95.1% |
| All other grants and contributions | 100.0% | 0.1% |
| Other revenue | 0.0% | 4.9% |
| Expense composition info | ||
|---|---|---|
| Total expenses before depreciation | $110,019 | $734,416 |
| Total expenses, % change over prior year | 0.0% | 567.5% |
| Personnel | 71.3% | 52.3% |
| Professional fees | 11.3% | 4.5% |
| Occupancy | 2.3% | 3.6% |
| Interest | 0.0% | 5.3% |
| Pass-through | 0.0% | 0.0% |
| All other expenses | 15.1% | 34.4% |
| Full cost components (estimated) info | 2022 | 2023 |
|---|---|---|
| Total expenses (after depreciation) | $110,658 | $777,329 |
| One month of savings | $9,168 | $61,201 |
| Debt principal payment | $0 | $0 |
| Fixed asset additions | $134,492 | $1,956,333 |
| Total full costs (estimated) | $254,318 | $2,794,863 |
Capital structure indicators
| Liquidity info | 2022 | 2023 |
|---|---|---|
| Months of cash | 14.9 | 0.3 |
| Months of cash and investments | 14.9 | 0.3 |
| Months of estimated liquid unrestricted net assets | 36.8 | 0.2 |
| Balance sheet composition info | 2022 | 2023 |
|---|---|---|
| Cash | $137,056 | $19,992 |
| Investments | $0 | $0 |
| Receivables | $1,275 | $0 |
| Gross land, buildings, equipment (LBE) | $134,492 | $2,090,825 |
| Accumulated depreciation (as a % of LBE) | 0.5% | 2.1% |
| Liabilities (as a % of assets) | 70.7% | 83.6% |
| Unrestricted net assets | $337,667 | $337,603 |
| Temporarily restricted net assets | N/A | N/A |
| Permanently restricted net assets | N/A | N/A |
| Total restricted net assets | $0 | $2,076 |
| Total net assets | $337,667 | $339,679 |
Key data checks
| Key data checks info | 2022 | 2023 |
|---|---|---|
| Material data errors | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
President, Co-founder, Chair of the Board
Mrs. Lillian Watanabe
Lillian and Steve were born and raised in Hawaii and have been married for over 47-years. While supporting each other throughout their life's journey, they both emerged as natural entrepreneurs early in their lives. In November 2020, Steve and Lillian leveraged their family business, M. Watanabe Electric, to donate skilled labor and equipment to support the building of permanent housing for homeless veterans. This priceless gift they gave to these men and women inspired them to want to do more for this community. In 2021, they established the Eagle Oak Retreat Foundation so that they could help this community thrive and live their best lives that they deserve.
When they aren't working, they often take family vacations with each of their children and grandchildren, take long rides through the pastures, and enjoy having family dinners.
Number of employees
Source: IRS Form 990
Eagle Oak Retreat Foundation
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
Eagle Oak Retreat Foundation
Highest paid employeesSOURCE: IRS Form 990
Compensation data
Eagle Oak Retreat Foundation
Board of directorsas of 04/10/2024
Board of directors data
Mrs. Lillian Watanabe
Eagle Oak Retreat Foundation
Denise Seise
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
No data
Race & ethnicity
Gender identity
Transgender Identity
Sexual orientation
Disability
Contractors
Fiscal year endingGuideStar Pro Reports
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