EAGLE OAK RETREAT FOUNDATION

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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

2021

Legal Domicile

Principal Officer

LILLIAN M WATANABE

Phone

8083064086

Tax Period

2024-01-01 to 2024-12-31

EAGLE OAK RETREAT FOUNDATION, founded in 2021, is a small nonprofit in the Human Services sector that reported $155K in total revenue in fiscal year 2024. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $413K exceeded revenue, resulting in a 166% operating deficit.

Mission

The mission of the Eagle Oak Retreat Foundation is to provide combat veterans and first responders with the tools necessary to fight post-traumatic stress and depression experienced as a result of their service to our country.

Program Service Accomplishments

Program 1

Expenses: $318,473 Revenue: $0

During 2024 Eagle Oak Retreat Foundation continued to operate its Warrior PATHH program serving approximately 75 students combat veterans and first responders. The program provided immersive training peer support and resiliency tools to help participants overcome post-traumatic stress. After the transfer of program operations to Boulder Crest Foundation on July 31 2024 the Warrior PATHH program continued under the founder parent nonprofit organization of Boulder Crest Foundation from Bluemont Virginia.

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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 $507,886

Program Service Revenue $0

Investment Income $-363,853

Other Revenue $11,175

TOTAL REVENUE $155,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $217,942

Fundraising Expenses $2,001

Program Expenses $318,473

Other Expenses $195,151

TOTAL EXPENSES $413,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,208	$780,137	-0.8%
Expenses	$413,093	$777,329	-0.5%
Net Income	$-257,885	$2,808	-92.8%

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

N/A

Employees

Volunteers

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
Lillian Watanabe	President	40.00	Officer Director	$0	$0	$0
Steve T Watanabe	Vice President	20.00	Officer 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
2024	$155,208	$413,093	$83,145	$-257,885
2023	$780,137	$777,329	$2,067,265	$2,808
2022	$372,853	$110,658	$1,153,524	$262,195