Civic Intelligence

Lone Survivor Foundation

EIN 27-1850918 • 501(c)3 • Huntsville, TX

Profile

Lone survivor foundation (lsf) is a nonprofit organization which seeks to restore, empower, and renew hope for our wounded service members and their families through health, wellness, and therapeutic support.

1414 11th StreetHuntsville, TX 77340

www.lonesurvivorfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.11x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.56x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

2nd percentile

-143%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-22%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$5,417,720

Down $1,508,694 (-22%) from 2021

Liabilities

Up

$610,759

Up $48,728 (+8.7%) from 2021

Net Assets

Down

$4,806,961

Down $1,557,422 (-24%) from 2021

Revenue

Down

$1,091,800

Down $543,191 (-33%) from 2021

Expenses

Up

$2,649,222

Up $329,650 (+14%) from 2021

Net Income

Down

-$1,557,422

Down $872,841 (-128%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $162,583Liabilities 2010: $52,659Net Assets 2010: $109,9242010Assets 2011: $447,437Liabilities 2011: $35,681Net Assets 2011: $411,7562011Assets 2012: $2,086,692Liabilities 2012: $8,724Net Assets 2012: $2,077,9682012Assets 2013: $2,551,984Liabilities 2013: $27,916Net Assets 2013: $2,524,0682013Assets 2014: $5,156,717Liabilities 2014: $33,626Net Assets 2014: $5,123,0912014Assets 2015: $6,993,978Liabilities 2015: $59,879Net Assets 2015: $6,934,0992015Assets 2016: $8,069,011Liabilities 2016: $51,828Net Assets 2016: $8,017,1832016Assets 2017: $7,817,776Liabilities 2017: $82,446Net Assets 2017: $7,735,3302017Assets 2018: $7,463,912Liabilities 2018: $90,899Net Assets 2018: $7,373,0132018Assets 2019: $8,111,384Liabilities 2019: $589,678Net Assets 2019: $7,521,7062019Assets 2020: $7,586,635Liabilities 2020: $537,671Net Assets 2020: $7,048,9642020Assets 2021: $6,926,414Liabilities 2021: $562,031Net Assets 2021: $6,364,3832021Assets 2022: $5,417,720Liabilities 2022: $610,759Net Assets 2022: $4,806,9612022

Highlighted filing

2022

Assets$5,417,720
Liabilities$610,759
Net Assets$4,806,961

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $560,3472010Expenses 2011: $828,7522011Expenses 2012: $801,9172012Revenue 2013: $1,422,598Expenses 2013: $976,496Net Income 2013: $446,1022013Revenue 2014: $4,372,264Expenses 2014: $1,773,240Net Income 2014: $2,599,0242014Revenue 2015: $3,585,076Expenses 2015: $1,774,068Net Income 2015: $1,811,0082015Revenue 2016: $3,269,470Expenses 2016: $2,186,386Net Income 2016: $1,083,0842016Revenue 2017: $2,426,803Expenses 2017: $2,708,821Net Income 2017: -$282,0182017Revenue 2018: $1,699,446Expenses 2018: $2,061,763Net Income 2018: -$362,3172018Revenue 2019: $2,359,739Expenses 2019: $2,211,046Net Income 2019: $148,6932019Revenue 2020: $1,457,201Expenses 2020: $1,929,943Net Income 2020: -$472,7422020Revenue 2021: $1,634,991Expenses 2021: $2,319,572Net Income 2021: -$684,5812021Revenue 2022: $1,091,800Expenses 2022: $2,649,222Net Income 2022: -$1,557,4222022

Highlighted filing

2022

Revenue$1,091,800
Expenses$2,649,222
Net Income-$1,557,422

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.42$0.61$4.81$1.09$2.65$1.56
2021Detailed filing. Detailed filing data is available for this year.$6.93$0.56$6.36$1.63$2.32$0.68
2020Detailed filing. Detailed filing data is available for this year.$7.59$0.54$7.05$1.46$1.93$0.47
2019Detailed filing. Detailed filing data is available for this year.$8.11$0.59$7.52$2.36$2.21$0.15
2018Detailed filing. Detailed filing data is available for this year.$7.46$0.09$7.37$1.70$2.06$0.36
2017Detailed filing. Detailed filing data is available for this year.$7.82$0.08$7.74$2.43$2.71$0.28
2016Detailed filing. Detailed filing data is available for this year.$8.07$0.05$8.02$3.27$2.19$1.08
2015Detailed filing. Detailed filing data is available for this year.$6.99$0.06$6.93$3.59$1.77$1.81
2014Detailed filing. Detailed filing data is available for this year.$5.16$0.03$5.12$4.37$1.77$2.60
2013Detailed filing. Detailed filing data is available for this year.$2.55$0.03$2.52$1.42$0.98$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.01$2.08$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.04$0.41$0.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.05$0.11$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,348,935
Mission and Program Overview

Mission

Lone survivor foundation (lsf) is a nonprofit organization which seeks to restore, empower, and renew hope for our wounded service members and their families through health, wellness, and therapeutic support.

Renew hope for wounded service members and their families through health, wellness, and therapeutic support. Lone survivor foundation (lsf) accomplishes these odjectives through the following initiatives: conducting retreats at various facilities that support wounded service members and their families affected by post-traumatic stress disorder (ptsd) and serious combat injury. Emphasize the use of natural settings and outdoor activities to heal and empower wounded service members and their families through targeted therapy opportunities; reduce the wounded service members need for narcotic pain management; stabilize and enhance family structures and relationships through education, counseling, support, and inspiration using short-term retreats and advocacy programs, identify, connect with, and establish therapeutic support for service member families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,192,811$3,110,410▼ $1,082,401
Land, Buildings, and Equipment, Net$1,958,253$1,982,269▲ $24,016
Other Notes and Loans Receivable, Net$488,426--
Cash and Non-Interest-Bearing Accounts$157,440$245,680▲ $88,240
Inventories for Sale or Use$47,267$34,771▼ $12,496
Prepaid Expenses and Deferred Charges$82,217$29,092▼ $53,125
Accounts Receivable-$15,498-
Total Assets$6,926,414$5,417,720▼ $1,508,694
Liabilities
Unsecured Notes Loans Payable$462,998$563,183▲ $100,185
Accounts Payable and Accrued Expenses$84,033$47,576▼ $36,457
Deferred Revenue$15,000--
Total Liabilities$562,031$610,759▲ $48,728
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,364,383$4,806,961▼ $1,557,422
Total Net Assets Fund Balance$6,364,383$4,806,961▼ $1,557,422
Total Liabilities and Net Assets / Fund Balance$6,926,414$5,417,720▼ $1,508,694

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,398,175$290,917$1,689,092
Equipment$313,502$98,787$412,289
Land$270,592-$270,592
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dale EnderlinCOOFT$125,000$125,000

Board Members and Trustees

NameTitle
Douglas MellumPresident
Bill ArmstrongBoard Member
Blake BarnesBoard Member
Connie McnabbBoard Member
David SpectorBoard Member
Tim ByromSecretary
Lorenzo Fertitta JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$834,649
Program Service Revenue
$0
Investment Income
$42,728
Other Revenue
$214,423
All Other Contributions
$834,649
Change in Net Assets
$-1,557,422

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 Amount
Other Non Cash Contri Table1$94,137
Total Noncash Contributions1$94,137

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,091,800
Total Revenue per Audited Statements
$1,091,800
Total Revenue per Form 990
$1,091,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,610,569
Salaries, Compensation, and Employee Benefits$1,038,653
Total Fundraising Expense$584,923
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$322,362$229,798$360,344$912,504
Fees for Services Accounting$328,025$3,000-$331,025
Travel$302,452$2,988$21,176$326,616
Depreciation Depletion$108,785$4,223$8,306$121,314
All Other Expenses$21,798$57,238$3,751$82,787
Payroll Taxes$27,327$21,348$32,006$80,681
Other Expenses$15,268$8,024$48,290$63,558
Office Expenses$11,104$5,743$37,771$54,618
Insurance$1,687$27,808$19,678$49,173
Advertising--$44,195$44,195
Other Employee Benefits$27,578--$27,578
Interest-$25,044-$25,044
Pension Plan Contributions$6,600$3,529$7,761$17,890
Fees for Services Legal-$700-$700
Total Functional Expenses$1,674,856$389,443$584,923$2,649,222

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,649,222
Total Expenses per Audited Statements$2,649,222
Total Expenses per Form 990$2,649,222
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$441,264
Fundraising Direct Expenses$257,135
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$181,162$181,162$101,264$79,898
Bluejack Golf$98,420$98,420$96,651$1,769
Total Events$436,264$436,264$257,135$179,129
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
Yes
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

A copy of the form 990 is provided to the organization's governing body for review before it is filed.

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

The organization annyally reviews and requires the organization's officers and directors to sign the conflict of interest policy. All conflicts are investigated and evaluated for corrective action determination.

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

Compensation is reviewed by the governing body to consider what is reasonable and standard given the size and complexity of the organization, the operating locale of the charity, etc.

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

Compensation is reviewed by the governing body to consider what is reasonable and standard given the size and complexity of the organization, the operating locale of the charity, etc.

Form 990, Page 6, Part VI, Line 19

The 990 tax forms, audited financial statements, conflict of interest policy, and other governing documents are provided upon request.

Filing and Contact Details

Filer

Filer Name
Operation Red Wings Foundation
EIN
27-1850918
Phone
8325813592
Address
1414 11TH STREET, HUNTSVILLE, TX 77340

Signing Officer

Name
Dale Enderlin
Title
COO
Phone
8325813592
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Enderlin
Formed
2010
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
13
Volunteers
50

Preparer

Firm
Reimer Mcguinness Hess Pc
Address
750 TOWN COUNTRY BLVD STE 800, HOUSTON, TX 77024-3980
Preparer
Max Dunlap CPA
Phone
7135903000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Operation red wings foundation (orwf) (formerly: lone survivor foundation) is a nonprofit organization which seeks to restore, empower, and renew hope for our wounded service members and their families through health, wellness, and therapeutic support.

Form 990, Part XI, Line 9

Fundraising expenses 0 fundraising expenses 0

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

FUNDRAISING EXPENSES 0

Schedule D, Page 4, Part XII, Line 2D

FUNDRAISING EXPENSES 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATION RED WINGS FOUNDATION (ORWF) (FORMERLY: LONE SURVIVOR FOUNDATION) IS A NONPROFIT ORGANIZATION WHICH SEEKS TO RESTORE, EMPOWER, AND RENEW HOPE FOR OUR WOUNDED SERVICE MEMBERS AND THEIR FAMILIES THROUGH HEALTH, WELLNESS, AND THERAPEUTIC SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ANNYALLY REVIEWS AND REQUIRES THE ORGANIZATION'S OFFICERS AND DIRECTORS TO SIGN THE CONFLICT OF INTEREST POLICY. ALL CONFLICTS ARE INVESTIGATED AND EVALUATED FOR CORRECTIVE ACTION DETERMINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED BY THE GOVERNING BODY TO CONSIDER WHAT IS REASONABLE AND STANDARD GIVEN THE SIZE AND COMPLEXITY OF THE ORGANIZATION, THE OPERATING LOCALE OF THE CHARITY, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS REVIEWED BY THE GOVERNING BODY TO CONSIDER WHAT IS REASONABLE AND STANDARD GIVEN THE SIZE AND COMPLEXITY OF THE ORGANIZATION, THE OPERATING LOCALE OF THE CHARITY, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 990 TAX FORMS, AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDRAISING EXPENSES 0 FUNDRAISING EXPENSES 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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