Nonprofit · EIN 87-2120729
EAGLE OAK RETREAT FOUNDATION
Tax-exempt · HALEIWA, HI 96712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $155,208 | $413,093 | -$257,885 | $83,145 | $114 | $83,031 |
| December 31, 2023 | 990 | $780,137 | $777,329 | $2,808 | $2,067,265 | $1,727,586 | $339,679 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $507,886
- Program service revenue
- $0
- Investment income
- -$363,853
- Net rental income
- $11,175
- Net gain from sales of assets
- -$363,853
- Other revenue
- $11,175
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $171,419
- Salaries, compensation and benefits (total)
- $217,942
- Professional fundraising fees
- $0
- Legal fees
- $2,985
- Accounting fees
- $13,590
- Occupancy
- $32,294
- Travel
- $16,205
- Program services (functional)
- $318,473
- Management and general (functional)
- $92,619
- Fundraising (functional)
- $2,001
Balance sheet and other
- Total assets, start of year
- $2,063,869
- Total assets, end of year
- $83,145
- Total liabilities, end of year
- $114
- Net assets, end of year
- $83,031
- Net assets without donor restrictions
- $83,031
- Gross receipts
- $2,227,690
- Employees
- 4
- Volunteers
- 19
- Year formed
- 2021
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lillian Watanabe | President Trustee or director, Officer | 40 | $0 |
| Steve T Watanabe | Vice President Trustee or director, Officer | 20 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Jessop | Chief of Staff Highest-paid employee | 40 | $69,807 |
| Lillian Watanabe | President Trustee or director, Officer | 40 | $0 |
| Steve T Watanabe | Vice President Trustee or director, Officer | 40 | $0 |
| Denise Seise | Secretary Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 62-198 KAWAILOA DR, HALEIWA, HI 96712-1311
- In care of
- % LILLIAN M WATANABE
- Mailing address (990-N for 2025)
- P O Box 909, Italy TX 76651
- Principal officer (990 for 2024)
- LILLIAN M WATANABE, 62 198 KAWAILOA DR, HALEIWA, HI 96712
- Principal officer (990-N for 2025)
- Lillian M Watanabe, 62-198 Kawailoa Drive, Haleiwa HI 96712
- Signed the 990
- Lillian Wantanabe, President
- Phone
- (808) 306-4086
- Return prepared by
- TBFoster LLP
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 accomplishments
- 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.Expenses $318,473
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-2120729
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Human services (P20)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Lillian M Watanabe | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2024 | $155,208 | $413,093 | $83,145 | XML |
| 990 | December 2023 | $780,137 | $777,329 | $2,067,265 | XML |
| 990 | December 2022 | $372,853 | $110,658 | $1,153,524 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-2120729).
Questions about EAGLE OAK RETREAT FOUNDATION
- What is the EIN of EAGLE OAK RETREAT FOUNDATION?
- The employer identification number (EIN) of EAGLE OAK RETREAT FOUNDATION is 87-2120729.
- Is EAGLE OAK RETREAT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to EAGLE OAK RETREAT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EAGLE OAK RETREAT FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of EAGLE OAK RETREAT FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EAGLE OAK RETREAT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of EAGLE OAK RETREAT FOUNDATION?
- The 990 for the year ended December 31, 2024 names LILLIAN M WATANABE.
- Who are the officers and directors of EAGLE OAK RETREAT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does EAGLE OAK RETREAT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $155,208, expenses of $413,093 and total assets of $83,145 at year end.
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