Eagle Oak Retreat Foundation

Where Your New Story Begins

Italy, TX   |
GuideStar Charity Check

Eagle Oak Retreat Foundation

EIN: 87-2120729


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 info


President, Co-founder, Chair of the Board

Mrs. Lillian Watanabe

Main address

10700 S Highway 77 PO Box 909

Italy, TX 76651 USA

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Subject area info


Special population support

Population served info


Military personnel


Emergency responders

NTEE code info

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

Show Forms 990


Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

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

Population(s) Served
Military personnel
Emergency responders

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.

Population(s) Served
Military personnel
Emergency responders

Where we work


Eagle Oak Retreat Foundation
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990


Average of 0.08 over 2 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 7.5 over 2 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 2% over 2 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Eagle Oak Retreat Foundation

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Eagle Oak Retreat Foundation

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

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 ending: cloud_download Download Data

Eagle Oak Retreat Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

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
Unrestricted surplus (deficit) before depreciation $262,961
As % of expenses 239.0%
Unrestricted surplus (deficit) after depreciation $262,322
As % of expenses 237.1%
Revenue composition info
Total revenue (unrestricted & restricted) $372,853
Total revenue, % change over prior year 0.0%
Program services revenue 0.0%
Membership dues 0.0%
Investment income 0.0%
Government grants 0.0%
All other grants and contributions 100.0%
Other revenue 0.0%
Expense composition info
Total expenses before depreciation $110,019
Total expenses, % change over prior year 0.0%
Personnel 71.3%
Professional fees 11.3%
Occupancy 2.3%
Interest 0.0%
Pass-through 0.0%
All other expenses 15.1%
Full cost components (estimated) info 2022
Total expenses (after depreciation) $110,658
One month of savings $9,168
Debt principal payment $0
Fixed asset additions $134,492
Total full costs (estimated) $254,318

Capital structure indicators

Liquidity info 2022
Months of cash 14.9
Months of cash and investments 14.9
Months of estimated liquid unrestricted net assets 36.8
Balance sheet composition info 2022
Cash $137,056
Investments $0
Receivables $1,275
Gross land, buildings, equipment (LBE) $134,492
Accumulated depreciation (as a % of LBE) 0.5%
Liabilities (as a % of assets) 70.7%
Unrestricted net assets $337,667
Temporarily restricted net assets N/A
Permanently restricted net assets N/A
Total restricted net assets $0
Total net assets $337,667

Key data checks

Key data checks info 2022
Material data errors No


The people, governance practices, and partners that make the organization tick.

Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

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 employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
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There are no highest paid employees recorded for this organization.

Eagle Oak Retreat Foundation

Board of directors
as of 02/16/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Mrs. Lillian Watanabe

Eagle Oak Retreat Foundation

Denise Seise

Organizational demographics

SOURCE: Self-reported; last updated 2/16/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


No data

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation



Fiscal year ending
There are no fundraisers recorded for this organization.