Civic Intelligence

Eod Warrior Foundation Inc.

990 • Fiscal year 2023 • EIN 20-8618412

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 29, 2024

716 Crestview AvenueNiceville, FL 32578

(850) 729-2336

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$117,286

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

55th percentile

7.2%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

1.9%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$6,024,047

Up $403,845 (+7.2%) from 2022

Net Assets

Up

$5,997,310

Up $385,098 (+6.9%) from 2022

Liabilities

Up

$26,737

Up $18,747 (+235%) from 2022

Revenue

Up

$1,987,912

Up $37,243 (+1.9%) from 2022

Expenses

Down

$1,986,955

Down $2,969 (-0.1%) from 2022

Net Income

Up

$957

Up $40,212 (+102%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $762,800Liabilities 2010: $3,326Net Assets 2010: $759,4742010Assets 2011: $1,080,256Liabilities 2011: $3,075Net Assets 2011: $1,077,1812011Assets 2012: $1,944,591Liabilities 2012: $15,465Net Assets 2012: $1,929,1262012Assets 2013: $3,411,802Liabilities 2013: $21,678Net Assets 2013: $3,390,1242013Assets 2014: $3,776,615Liabilities 2014: $46,897Net Assets 2014: $3,729,7182014Assets 2015: $4,354,669Liabilities 2015: $204,200Net Assets 2015: $4,150,4692015Assets 2016: $4,206,470Liabilities 2016: $20,142Net Assets 2016: $4,186,3282016Assets 2017: $4,556,697Liabilities 2017: $21,445Net Assets 2017: $4,535,2522017Assets 2018: $4,153,747Liabilities 2018: $13,584Net Assets 2018: $4,140,1632018Assets 2019: $4,464,015Liabilities 2019: $10,409Net Assets 2019: $4,453,6062019Assets 2020: $5,216,607Liabilities 2020: $109,619Net Assets 2020: $5,106,9882020Assets 2021: $6,287,744Liabilities 2021: $8,471Net Assets 2021: $6,279,2732021Assets 2022: $5,620,202Liabilities 2022: $7,990Net Assets 2022: $5,612,2122022Assets 2023: $6,024,047Liabilities 2023: $26,737Net Assets 2023: $5,997,3102023Assets 2024: $6,527,798Liabilities 2024: $13,605Net Assets 2024: $6,514,1932024

Highlighted filing

2023

Assets$6,024,047
Liabilities$26,737
Net Assets$5,997,310

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $210,4202010Expenses 2011: $432,3172011Expenses 2012: $454,8632012Revenue 2013: $2,399,740Expenses 2013: $942,387Net Income 2013: $1,457,3532013Revenue 2014: $1,560,019Expenses 2014: $1,255,347Net Income 2014: $304,6722014Revenue 2015: $1,642,442Expenses 2015: $1,150,855Net Income 2015: $491,5872015Revenue 2016: $1,637,716Expenses 2016: $1,727,952Net Income 2016: -$90,2362016Revenue 2017: $1,485,203Expenses 2017: $1,378,932Net Income 2017: $106,2712017Revenue 2018: $1,491,304Expenses 2018: $1,685,144Net Income 2018: -$193,8402018Revenue 2019: $1,508,275Expenses 2019: $1,409,914Net Income 2019: $98,3612019Revenue 2020: $1,707,281Expenses 2020: $1,359,186Net Income 2020: $348,0952020Revenue 2021: $2,447,339Expenses 2021: $1,593,120Net Income 2021: $854,2192021Revenue 2022: $1,950,669Expenses 2022: $1,989,924Net Income 2022: -$39,2552022Revenue 2023: $1,987,912Expenses 2023: $1,986,955Net Income 2023: $9572023Revenue 2024: $2,461,369Expenses 2024: $2,219,288Net Income 2024: $242,0812024

Highlighted filing

2023

Revenue$1,987,912
Expenses$1,986,955
Net Income$957
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 29, 2024
Return Version
2023v5.0
Gross Receipts
$2,111,625
Mission and Program Overview

Mission

To improve the quality of life for the eod family by providing emergency financial relief, scholarship opportunities, physical, social and emotional support.

To improve the quality of life for the eod family. We accomplish this through our four pillars of support: financial relief, hope & wellness, scholarships, and maintaining the eod memorial wall and grounds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,067,336$5,431,671▲ $364,335
Cash and Non-Interest-Bearing Accounts$290,124$265,342▼ $24,782
Savings and Temporary Cash Investments$150,471$153,900▲ $3,429
Pledges and Grants Receivable$70,033$93,277▲ $23,244
Land, Buildings, and Equipment, Net$16,893$62,735▲ $45,842
Prepaid Expenses and Deferred Charges$25,345$17,122▼ $8,223
Total Assets$5,620,202$6,024,047▲ $403,845
Liabilities
Accounts Payable and Accrued Expenses$7,990$19,692▲ $11,702
Deferred Revenue-$7,045-
Total Liabilities$7,990$26,737▲ $18,747
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,566,179$5,954,033▲ $387,854
Net Assets With Donor Restrictions$46,033$43,277▼ $2,756
Total Net Assets Fund Balance$5,612,212$5,997,310▲ $385,098
Total Liabilities and Net Assets / Fund Balance$5,620,202$6,024,047▲ $403,845

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$62,735$82,113$144,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nicole MotsekExecutive DiFT$117,286$117,286

Board Members and Trustees

NameTitle
Greg K MittelmanChairman
Brian CorrisDirector
Chris PattyDirector
Frank TobinDirector
Kellie PerryDirector
Leo BradleyDirector
Leon TackittDirector
Lisa WirstromDirector
Mark SandersDirector
Peter ConnollyDirector
Rob ReynoldsDirector
Sean DennisDirector
Brent CaslinLegal Counse
Josh HerrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,417,537
Program Service Revenue
$0
Investment Income
$143,501
Other Revenue
$426,874
All Other Contributions
$1,389,925
Change in Net Assets
$957

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table3$180,950Fair Market Value
Total Noncash Contributions3$180,950-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,963,139
Revenue Not Reported on Financial Statements
$24,773
Revenue Not Reported on Form 990
$441,314
Total Revenue per Audited Statements
$2,404,453
Total Revenue per Form 990
$1,987,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$805,004
Salaries, Compensation, and Employee Benefits$620,580
Other Expenses$561,371
Total Fundraising Expense$264,218
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$805,004--$805,004
Other Salaries and Wages$315,045$17,041$146,675$478,761
Travel$120,334$42,713$613$163,660
Current Officers, Directors, Trustees, and Key Employees$113,647$3,788$8,839$126,274
Insurance$26,285$1,277$9,535$37,097
All Other Expenses$4,794$9,808$18,988$33,590
Office Expenses$7,875$2,070$17,551$27,496
Other Expenses$178,521$25,633$19,931$19,931
Fees for Services Other$2,133$4,259$10,416$16,808
Pension Plan Contributions$11,014$535$3,996$15,545
Fees for Services Accounting-$15,000-$15,000
Depreciation Depletion$7,276$354$2,639$10,269
Information Technology$8,153$178$1,325$9,656
Total Functional Expenses$1,600,081$122,656$264,218$1,986,955

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,019,355
Expenses per Audited Statements$1,986,955
Total Expenses per Form 990$1,986,955
Expenses Not Reported on Form 990$32,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$534,576
Fundraising Direct Expenses$123,713
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eod Memorial Wo$133,929$133,929$24,864$109,065
Auction$91,699$91,699$60,330$31,369
Total Events$534,576$534,576$123,713$410,863
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is emailed to all board members for review., and then board members are asked to vote with a written email response approving the 990, or share any feedback, questions, or concerns they have. If there are any questions or concerns, those are addressed before the 990 is finalized. If any changes need to be made to the 990, then the updated 990 is emailed out again for approval/emailed vote.

Form 990, Page 6, Part VI, Line 12C

Potential conflicts of interest are presented and discussed at board meetings.

Form 990, Page 6, Part VI, Line 15A

The executive director (ed) is reviewed by the board chairman annually, and every second year the ed has a 360 review by the board chairman, all members of the board or directors, and the full staff team. All increases in annual salary or other compensation are researched by the board chairman, to ensure they are in line with standard practices and amounts, and then sent out to the board for consideration and approval.

Form 990, Page 6, Part VI, Line 17

Indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new hampshire, new jersey, new mexico, new york, north carolina, north dakota, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, south dakota, tennessee, texas, utah, vermont, virginia, washington, west virginia, wisconsin, wyoming

Form 990, Page 6, Part VI, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Eod Warrior Foundation
EIN
20-8618412
Phone
8507292336
Address
716 CRESTVIEW AVENUE, NICEVILLE, FL 32578

Signing Officer

Name
Greg K Mittelman
Title
Chairman
Phone
8507292336
Signed
2024-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg K Mittelman
Formed
2007
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
10
Volunteers
272

Preparer

Firm
Taylorchandler LLC
Address
5151 HAMPSTEAD HIGH ST STE 200, MONTGOMERY, AL 36116
Preparer
Edward Chandler
Phone
3342607774
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4C

The foundation seeks to provide comfort, support and assistance for families of wounded and fallen eod warriors, and to connect them with support systems and other families to let them know they are not alone. The foundation staff reaches out to families to provide emotional support, organize therapeutic healing retreats for warriors, caregivers, gold star family members, couples and families, and to help get them connected to the eod community. Types of our support and resources include the following: connections to fellow warriors for peer support and mentoring; visits and sustained outreach and contact with warriors; morale events that included retreats, dinners and various other activities; connecting warriors to resources and support systems, job preparedness assistance, homeownership education, counseling and support.

Form 990, Page 2, Part III, Line 4D

The eod warrior foundation is dedicated to honoring the legacy of our fallen eod warriors by providing for the maintenance and care of the eod memorial at eglin air force base in florida. The eod memorial honors eod warriors who gave their lives while carrying out an eod mission. Names on the memorial date back to the formation of the eod specialty in world war ii.

Form 990, Page 12, Part XII, Line 2C

No change from prior year.

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE EOD WARRIOR FOUNDATION AWARDS EDUCATION SCHOLARSHIPS TO EOD FAMILY MEMBERS, WITH PRIORITY GIVEN TO FAMILY MEMBERS OF FALLEN AND WOUNDED EOD WARRIORS. THE SCHOLARSHIPS ARE INTENDED TO ASSIST WITH TUITION, BOOKS, AND FEES AT TWO- AND FOUR-YEAR COLLEGES AND TO TRADE SCHOOLS. SCHOLARSHIP FUNDS ARE AWARDED COMPETITIVELY TO ELIGIBLE STUDENTS BASED ON MERIT IN CATEGORIES THAT INCLUDE ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT, LETTERS OF RECOMMENDATION AND ESSAYS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION SEEKS TO PROVIDE COMFORT, SUPPORT AND ASSISTANCE FOR FAMILIES OF WOUNDED AND FALLEN EOD WARRIORS, AND TO CONNECT THEM WITH SUPPORT SYSTEMS AND OTHER FAMILIES TO LET THEM KNOW THEY ARE NOT ALONE. THE FOUNDATION STAFF REACHES OUT TO FAMILIES TO PROVIDE EMOTIONAL SUPPORT, ORGANIZE THERAPEUTIC HEALING RETREATS FOR WARRIORS, CAREGIVERS, GOLD STAR FAMILY MEMBERS, COUPLES AND FAMILIES, AND TO HELP GET THEM CONNECTED TO THE EOD COMMUNITY. TYPES OF OUR SUPPORT AND RESOURCES INCLUDE THE FOLLOWING: CONNECTIONS TO FELLOW WARRIORS FOR PEER SUPPORT AND MENTORING; VISITS AND SUSTAINED OUTREACH AND CONTACT WITH WARRIORS; MORALE EVENTS THAT INCLUDED RETREATS, DINNERS AND VARIOUS OTHER ACTIVITIES; CONNECTING WARRIORS TO RESOURCES AND SUPPORT SYSTEMS, JOB PREPAREDNESS ASSISTANCE, HOMEOWNERSHIP EDUCATION, COUNSELING AND SUPPORT.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE EOD WARRIOR FOUNDATION IS DEDICATED TO HONORING THE LEGACY OF OUR FALLEN EOD WARRIORS BY PROVIDING FOR THE MAINTENANCE AND CARE OF THE EOD MEMORIAL AT EGLIN AIR FORCE BASE IN FLORIDA. THE EOD MEMORIAL HONORS EOD WARRIORS WHO GAVE THEIR LIVES WHILE CARRYING OUT AN EOD MISSION. NAMES ON THE MEMORIAL DATE BACK TO THE FORMATION OF THE EOD SPECIALTY IN WORLD WAR II.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.53$0.01$6.51$2.46$2.22$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.03$6.00$1.99$1.99$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.62$0.01$5.61$1.95$1.99$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.01$6.28$2.45$1.59$0.85
2020Detailed filing. Detailed filing data is available for this year.$5.22$0.11$5.11$1.71$1.36$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.46$0.01$4.45$1.51$1.41$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.15$0.01$4.14$1.49$1.69$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.56$0.02$4.54$1.49$1.38$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.21$0.02$4.19$1.64$1.73$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.20$4.15$1.64$1.15$0.49
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.05$3.73$1.56$1.26$0.30
2013Summary only. Only limited summary data is available for this year.$3.41$0.02$3.39$2.40$0.94$1.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.02$1.93$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.21