Operation Warrior Shield (EIN 811268470) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Edward Schloeman

Phone

9178268497

Tax Period

2024-01-01 to 2024-12-31

Operation Warrior Shield, founded in 2016, is a small nonprofit in the Human Services sector that reported $181K in total revenue in fiscal year 2024. Expenses of $208K exceeded revenue, resulting in a 15% operating deficit.

Mission

OWS provides support programs for service members, veterans, first responders their families to help heal their hidden wounds to reduce the epidemic of suicide through meditation, wellness programs companion dogs

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $188,522

Program Service Revenue $0

Investment Income $0

Other Revenue $-7,680

TOTAL REVENUE $180,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $23,940

Program Expenses $167,409

Other Expenses $208,086

TOTAL EXPENSES $208,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,842	$190,068	0.0%
Expenses	$208,086	$190,669	+0.1%
Net Income	$-27,244	$-601	+44.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chief Master Sergeant ret Ed Schloe	Chairman/President	040.00	Officer Director	$0	$0	$0
Lt Col ret Patrick Kernan	Secretary	010.00	Officer Director	$0	$0	$0
John Walsh	Board member	001.00	Director	$0	$0	$0
Dennis Herrera	Board member	001.00	Director	$0	$0	$0
Anthony Rodriguez	Board member	001.00	Director	$0	$0	$0
Catherine Syslo	Treasurer	010.00	Officer Director	$0	$0	$0
Bethann Carbonne	Chief Strategy Officer	010.00	Officer Director	$0	$0	$0
Andrea Corbine	Board Member	001.00	Director	$0	$0	$0
Steven Gordon	Board Member	001.00	Director	$0	$0	$0
Mychal Watts	Board Member	001.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$180,842	$208,086	$162,018	$-27,244
2023	$190,068	$190,669	$148,262	$-601
2022	$293,182	$191,445	$148,863	$101,737
2021	$85,003	$65,564	$45,627	$19,439
2020	$37,468	$26,678	$27,288	$10,790
2019	$91,231	$90,896	$17,898	$335
2018	$81,193	$79,068	$15,063	$2,125
2018	$81,193	$79,068	$15,063	$2,125

Operation Warrior Shield