Civic Intelligence

Operation Warriors Heart Foundation

990 • Fiscal year 2019 • EIN 47-4655361

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

PO Box 9100 290Bandera, TX 78003

(702) 274-8889

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

33rd percentile

-2.0%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$566,193

Down $17,400 (-3.0%) from 2018

Net Assets

Down

$566,193

Down $17,400 (-3.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$869,796

Up $130,529 (+18%) from 2018

Expenses

Up

$887,196

Up $353,145 (+66%) from 2018

Net Income

Down

-$17,400

Down $222,616 (-108%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $41,526Net Assets 2016: $41,5262016Assets 2017: $378,377Liabilities 2017: $0Net Assets 2017: $378,3772017Assets 2018: $583,593Liabilities 2018: $0Net Assets 2018: $583,5932018Assets 2019: $566,193Liabilities 2019: $0Net Assets 2019: $566,1932019Assets 2020: $557,050Liabilities 2020: $0Net Assets 2020: $557,0502020Assets 2021: $655,627Liabilities 2021: $0Net Assets 2021: $655,6272021Assets 2022: $680,279Liabilities 2022: $0Net Assets 2022: $680,2792022Assets 2023: $286,572Liabilities 2023: $147,132Net Assets 2023: $139,4402023Assets 2024: $388,250Liabilities 2024: $2,307Net Assets 2024: $385,9432024

Highlighted filing

2019

Assets$566,193
Liabilities$0
Net Assets$566,193

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2016: $112,868Expenses 2016: $81,342Net Income 2016: $31,5262016Revenue 2017: $682,211Expenses 2017: $345,360Net Income 2017: $336,8512017Revenue 2018: $739,267Expenses 2018: $534,051Net Income 2018: $205,2162018Revenue 2019: $869,796Expenses 2019: $887,196Net Income 2019: -$17,4002019Revenue 2020: $495,506Expenses 2020: $504,649Net Income 2020: -$9,1432020Revenue 2021: $812,743Expenses 2021: $714,166Net Income 2021: $98,5772021Revenue 2022: $900,317Expenses 2022: $875,665Net Income 2022: $24,6522022Revenue 2023: $661,531Expenses 2023: $1,202,370Net Income 2023: -$540,8392023Revenue 2024: $619,986Expenses 2024: $373,483Net Income 2024: $246,5032024

Highlighted filing

2019

Revenue$869,796
Expenses$887,196
Net Income-$17,400
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.0
Gross Receipts
$869,796
Mission and Program Overview

Mission

Warriors heart foundation supports the best possible treatment programs to resolve debilitating chemical dependency and post traumatic stress suffered by veterans and first responders. Whf subsidizes coverage by existing entitlements or insurance in order to ensure required care is provided. Our aspiration is that we will continue to expand recipient support to a broader set of care providers as we grow our awareness of the needs of the deserving population.

Supports programs that address the unmet needs of suffering servicemen and women and gives individuals and communities the tools to become self- sufficient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$583,593$566,193▼ $17,400
Total Assets$583,593$566,193▼ $17,400
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$583,593$566,193▼ $17,400
Total Net Assets Fund Balance$583,593$566,193▼ $17,400
Total Liabilities and Net Assets / Fund Balance$583,593$566,193▼ $17,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
John LovettPresident &
Coddy PenaBoard of Director
Teddy LanierBoard of Director
Tom SpoonerCEO
Christina MorenoCFO
Lisa LannonCOO
Revenue and Support

Revenue Composition

Contributions and Grants
$869,796
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$869,796
Change in Net Assets
$-17,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$49,427--$49,427
Other Expenses$19,648--$19,648
Fees for Services Legal-$275-$275
Fees for Services Other-$191-$191
Total Functional Expenses$886,730$466$0$887,196
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Draft copy of completed form 990 is received and reviewed prior to filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Operation Warriors Heart Foundation
EIN
47-4655361
Phone
7022748889
Address
PO BOX 9100 290, BANDERA, TX 78003

Signing Officer

Name
Lisa Lannon
Title
COO
Phone
8778295500
Signed
2020-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Lannon
Formed
2015
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Wheelwright Manahan Pllc
Address
2402 S RURAL RD STE 203, TEMPE, AZ 85282
Preparer
Karen Manahan
Phone
4804856560
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Warriors heart foundation's mission is to heal our nations warriors through our private, licensed, and accredited resort-style healing centers. We do this by specializing in substance abuse treatment and co-occurring psychological disorders, with special attention to post-traumatic stress, unresolved grief/loss, and moral injury. Our treatment courses provide the full continuum of care, from detox, inpatient (residential), day treatment, outpatient, sober living, and 1-on-1 counseling.

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

Provide warriors with new tools to be stronger when they go home to build solid relationships and contribute to their communities. And additional continuing care at home if needed. The following is a testimonial from a warriors heart alumni who successfully completed our program: after treatment, chuck (us army special forces) reflected, warriors heart is the place for veterans and first responders dealing with substance abuse to mask post traumatic stress. Nowhere else in the country are you going to find a facility that treats its clients with respect while addressing both the substance abuse and the pts while creating a safe environment where the client can share their darkest secrets with the staff. This safe environment for sharing allows the client to unload their emotional baggage and leave it there at the facility, returning to the real world sober, less burdened with grief.

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

4. Give warriors the option of taking a service dog home with them as an "extra battle buddy." we like to say that our service dogs and our clients "heal" from both ends of the leash. Since april 2016 operation overwatch (a non-profit partner organization responsible for this service) has provided over 60 service dogs to warriors heart clients. Operation overwatch, working in conjunction with warriors heart foundation and other non-profits "scholarship" (provide) large portions of the cost thereby reducing the overall price to the client, 5,000 per dog. 5. Provide educational and community events. Warriors heart and warriors heart foundation have spoken and provided education at various events such as network of independent interventionists, texas association of addiction professionals, vfw's, gold star families meetings, and have had booths at various public events. Most recently, we have forged a partnership with the san antonio zoo promoting awareness to the san antonio military community. 6. Law enforcement and fire department ptsd training. Warriors heart and warriors heart foundation have worked extensively with several law enforcement organizations in texas with regard to education of coping with ptsd, to include the sapd and safd (peer to peer and academy work). We have worked with the sheriff's department in michigan to assist in developing thier peer to peer programs.

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IRS990/ActivityOrMissionDesc0SUPPORTS PROGRAMS THAT ADDRESS THE UNMET NEEDS OF SUFFERING SERVICEMEN AND WOMEN AND GIVES INDIVIDUALS AND COMMUNITIES THE TOOLS TO BECOME SELF- SUFFICIENT.
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IRS990/Desc0SUBSIDIZE THE COST OF HEALING PROGRAMS FOR THE ESTIMATED 13.3 MILLION VETERANS SUFFERING FROM CHEMICAL DEPENDENCY AND PTSD SO THEY CAN HEAL WITH DIGNITY AND RESPECT. PTSD ALSO HAS A SIGNIFICANT IMPACT ON LARGE NUMBERS WITHIN THE FIRST RESPONDER COMMUNITY AS WELL. UNFORTUNATELY, INSURANCE COVERAGE FOR THESE WARRIORS IS NOT ALWAYS ADEQUATE FOR MENTAL HEALTH TREATMENT. AND, THE OPTION FOR USING PRIVATE PAY IS NOT TYPICALLY A VIABLE COURSE OF ACTION SINCE THE CAREERS THAT THESE WARRIORS HAVE CHOSEN ARE NOT KNOWN FOR GENERATING A LARGE AMOUNT OF INCOME. THIS IS THE MAIN CAUSE THE FUNDING IS USED FOR. WARRIORS HEART TREATMENT FACILITY IS ALSO THE MAIN TREATMENT PROGRAM FUNDED.
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IRS990/MissionDesc0WARRIORS HEART FOUNDATION'S MISSION IS TO HEAL OUR NATIONS WARRIORS THROUGH OUR PRIVATE, LICENSED, AND ACCREDITED RESORT-STYLE HEALING CENTERS. WE DO THIS BY SPECIALIZING IN SUBSTANCE ABUSE TREATMENT AND CO-OCCURRING PSYCHOLOGICAL DISORDERS, WITH SPECIAL ATTENTION TO POST-TRAUMATIC STRESS, UNRESOLVED GRIEF/LOSS, AND MORAL INJURY. OUR TREATMENT COURSES PROVIDE THE FULL CONTINUUM OF CARE, FROM DETOX, INPATIENT (RESIDENTIAL), DAY TREATMENT, OUTPATIENT, SOBER LIVING, AND 1-ON-1 COUNSELING.
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IRS990/ProgSrvcAccomActy2Grp/Desc0LONG TERM SOBER LIVING. MANY OF OUR WARRIORS, WHEN THEY COMPLETE RESIDENTIAL TREATMENT, NEED ADDITIONAL SUPPORT AND STRUCTURE. SOBER LIVING PROVIDES THIS. THIS ALLOWS OUR WARRIORS AN ENVIRONMENT WHERE THEY CAN GO OUT AND WORK, VOLUNTEER, INTEGRATE BACK INTO THE COMMUNITY WHILE ALSO HAVE THE SAFETY NET OF A SOBER HOUSING STRUCTURE. FUNDING ASSISTS IN SOME OF THE COSTS OF THEIR HOUSING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE WARRIORS WITH NEW TOOLS TO BE STRONGER WHEN THEY GO HOME TO BUILD SOLID RELATIONSHIPS AND CONTRIBUTE TO THEIR COMMUNITIES. AND ADDITIONAL CONTINUING CARE AT HOME IF NEEDED. THE FOLLOWING IS A TESTIMONIAL FROM A WARRIORS HEART ALUMNI WHO SUCCESSFULLY COMPLETED OUR PROGRAM: AFTER TREATMENT, CHUCK (US ARMY SPECIAL FORCES) REFLECTED, WARRIORS HEART IS THE PLACE FOR VETERANS AND FIRST RESPONDERS DEALING WITH SUBSTANCE ABUSE TO MASK POST TRAUMATIC STRESS. NOWHERE ELSE IN THE COUNTRY ARE YOU GOING TO FIND A FACILITY THAT TREATS ITS CLIENTS WITH RESPECT WHILE ADDRESSING BOTH THE SUBSTANCE ABUSE AND THE PTS WHILE CREATING A SAFE ENVIRONMENT WHERE THE CLIENT CAN SHARE THEIR DARKEST SECRETS WITH THE STAFF. THIS SAFE ENVIRONMENT FOR SHARING ALLOWS THE CLIENT TO UNLOAD THEIR EMOTIONAL BAGGAGE AND LEAVE IT THERE AT THE FACILITY, RETURNING TO THE REAL WORLD SOBER, LESS BURDENED WITH GRIEF.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc04. GIVE WARRIORS THE OPTION OF TAKING A SERVICE DOG HOME WITH THEM AS AN "EXTRA BATTLE BUDDY." WE LIKE TO SAY THAT OUR SERVICE DOGS AND OUR CLIENTS "HEAL" FROM BOTH ENDS OF THE LEASH. SINCE APRIL 2016 OPERATION OVERWATCH (A NON-PROFIT PARTNER ORGANIZATION RESPONSIBLE FOR THIS SERVICE) HAS PROVIDED OVER 60 SERVICE DOGS TO WARRIORS HEART CLIENTS. OPERATION OVERWATCH, WORKING IN CONJUNCTION WITH WARRIORS HEART FOUNDATION AND OTHER NON-PROFITS "SCHOLARSHIP" (PROVIDE) LARGE PORTIONS OF THE COST THEREBY REDUCING THE OVERALL PRICE TO THE CLIENT, 5,000 PER DOG. 5. PROVIDE EDUCATIONAL AND COMMUNITY EVENTS. WARRIORS HEART AND WARRIORS HEART FOUNDATION HAVE SPOKEN AND PROVIDED EDUCATION AT VARIOUS EVENTS SUCH AS NETWORK OF INDEPENDENT INTERVENTIONISTS, TEXAS ASSOCIATION OF ADDICTION PROFESSIONALS, VFW'S, GOLD STAR FAMILIES MEETINGS, AND HAVE HAD BOOTHS AT VARIOUS PUBLIC EVENTS. MOST RECENTLY, WE HAVE FORGED A PARTNERSHIP WITH THE SAN ANTONIO ZOO PROMOTING AWARENESS TO THE SAN ANTONIO MILITARY COMMUNITY. 6. LAW ENFORCEMENT AND FIRE DEPARTMENT PTSD TRAINING. WARRIORS HEART AND WARRIORS HEART FOUNDATION HAVE WORKED EXTENSIVELY WITH SEVERAL LAW ENFORCEMENT ORGANIZATIONS IN TEXAS WITH REGARD TO EDUCATION OF COPING WITH PTSD, TO INCLUDE THE SAPD AND SAFD (PEER TO PEER AND ACADEMY WORK). WE HAVE WORKED WITH THE SHERIFF'S DEPARTMENT IN MICHIGAN TO ASSIST IN DEVELOPING THIER PEER TO PEER PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WARRIORS HEART FOUNDATION'S MISSION IS TO HEAL OUR NATIONS WARRIORS THROUGH OUR PRIVATE, LICENSED, AND ACCREDITED RESORT-STYLE HEALING CENTERS. WE DO THIS BY SPECIALIZING IN SUBSTANCE ABUSE TREATMENT AND CO-OCCURRING PSYCHOLOGICAL DISORDERS, WITH SPECIAL ATTENTION TO POST-TRAUMATIC STRESS, UNRESOLVED GRIEF/LOSS, AND MORAL INJURY. OUR TREATMENT COURSES PROVIDE THE FULL CONTINUUM OF CARE, FROM DETOX, INPATIENT (RESIDENTIAL), DAY TREATMENT, OUTPATIENT, SOBER LIVING, AND 1-ON-1 COUNSELING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE WARRIORS WITH NEW TOOLS TO BE STRONGER WHEN THEY GO HOME TO BUILD SOLID RELATIONSHIPS AND CONTRIBUTE TO THEIR COMMUNITIES. AND ADDITIONAL CONTINUING CARE AT HOME IF NEEDED. THE FOLLOWING IS A TESTIMONIAL FROM A WARRIORS HEART ALUMNI WHO SUCCESSFULLY COMPLETED OUR PROGRAM: AFTER TREATMENT, CHUCK (US ARMY SPECIAL FORCES) REFLECTED, WARRIORS HEART IS THE PLACE FOR VETERANS AND FIRST RESPONDERS DEALING WITH SUBSTANCE ABUSE TO MASK POST TRAUMATIC STRESS. NOWHERE ELSE IN THE COUNTRY ARE YOU GOING TO FIND A FACILITY THAT TREATS ITS CLIENTS WITH RESPECT WHILE ADDRESSING BOTH THE SUBSTANCE ABUSE AND THE PTS WHILE CREATING A SAFE ENVIRONMENT WHERE THE CLIENT CAN SHARE THEIR DARKEST SECRETS WITH THE STAFF. THIS SAFE ENVIRONMENT FOR SHARING ALLOWS THE CLIENT TO UNLOAD THEIR EMOTIONAL BAGGAGE AND LEAVE IT THERE AT THE FACILITY, RETURNING TO THE REAL WORLD SOBER, LESS BURDENED WITH GRIEF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24. GIVE WARRIORS THE OPTION OF TAKING A SERVICE DOG HOME WITH THEM AS AN "EXTRA BATTLE BUDDY." WE LIKE TO SAY THAT OUR SERVICE DOGS AND OUR CLIENTS "HEAL" FROM BOTH ENDS OF THE LEASH. SINCE APRIL 2016 OPERATION OVERWATCH (A NON-PROFIT PARTNER ORGANIZATION RESPONSIBLE FOR THIS SERVICE) HAS PROVIDED OVER 60 SERVICE DOGS TO WARRIORS HEART CLIENTS. OPERATION OVERWATCH, WORKING IN CONJUNCTION WITH WARRIORS HEART FOUNDATION AND OTHER NON-PROFITS "SCHOLARSHIP" (PROVIDE) LARGE PORTIONS OF THE COST THEREBY REDUCING THE OVERALL PRICE TO THE CLIENT, 5,000 PER DOG. 5. PROVIDE EDUCATIONAL AND COMMUNITY EVENTS. WARRIORS HEART AND WARRIORS HEART FOUNDATION HAVE SPOKEN AND PROVIDED EDUCATION AT VARIOUS EVENTS SUCH AS NETWORK OF INDEPENDENT INTERVENTIONISTS, TEXAS ASSOCIATION OF ADDICTION PROFESSIONALS, VFW'S, GOLD STAR FAMILIES MEETINGS, AND HAVE HAD BOOTHS AT VARIOUS PUBLIC EVENTS. MOST RECENTLY, WE HAVE FORGED A PARTNERSHIP WITH THE SAN ANTONIO ZOO PROMOTING AWARENESS TO THE SAN ANTONIO MILITARY COMMUNITY. 6. LAW ENFORCEMENT AND FIRE DEPARTMENT PTSD TRAINING. WARRIORS HEART AND WARRIORS HEART FOUNDATION HAVE WORKED EXTENSIVELY WITH SEVERAL LAW ENFORCEMENT ORGANIZATIONS IN TEXAS WITH REGARD TO EDUCATION OF COPING WITH PTSD, TO INCLUDE THE SAPD AND SAFD (PEER TO PEER AND ACADEMY WORK). WE HAVE WORKED WITH THE SHERIFF'S DEPARTMENT IN MICHIGAN TO ASSIST IN DEVELOPING THIER PEER TO PEER PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DRAFT COPY OF COMPLETED FORM 990 IS RECEIVED AND REVIEWED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
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ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTm019:55:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814879630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELWRIGHT MANAHAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02402 S RURAL RD STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerPersonGrp/PhoneNum04804856560
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN MANAHAN
ReturnHeader/ReturnTs02020-07-15T22:09:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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