Annual Report 2018 2018 Results Dearest Friends, on those suffering with PTSD, anxiety, and depression. As we begin to serve an even larger population, we will We are pleased to present Boulder Crest Retreat hopefully start to see a reduction in the numbers in our Quality of Life Foundation’s 2018 Annual Report. veteran suicide epidemic. Symptom Reduction: 2018 was another great year for our organization. Our Your interest and support sustained reduction in... Improvement: programs, our growth, and our outreach efforts are are more critical now than becoming nationally recognized thanks to your support. ever. Our ambitious strategic sustained improvement plan and annual fundraising 2018 notably marked our five year anniversary at Boulder goals are only achieved or reduction in... Crest Retreat Virginia, the first year of operations at with your continued Boulder Crest Retreat Arizona, and also our formal launch generosity, dedication, and of the Boulder Crest Institute for Posttraumatic Growth volunteerism. Although it in Bluemont, Virginia. may appear that ‘on the In September, we officially launched the Boulder Crest ground warfare’ is winding Institute for Posttraumatic Growth. The Institute’s mission down, I assure you that the is to develop, deliver, study, and scale Posttraumatic longer invisible injuries go Growth-based solutions. Our goal is to teach all those who untreated, the harder it struggle with anxiety, depression, PTSD, and suicidality is for warriors and their how to transform their struggle into profound strength families to heal and the and lifelong Posttraumatic Growth. Our work and beliefs more damaging overall to are exemplified by this credo — Vis A Proelio — a Latin our nation. phrase meaning “From the Struggle Comes Strength. On behalf of Boulder Crest Retreat Foundation’s Board Posttraumatic Growth The Institute is made possible by the Marcus Foundation in of Directors, Honorary Board, our Wellness Advisory Atlanta, Georgia supported by a substantial gift from the Committee, and Staff, please accept our sincerest thank sustained improvement in... Harry and Jeannette Weinberg Foundation in Baltimore, you and gratitude for your investments in 2018. Maryland. Because of their tremendous generosity, we and growth in... With heartfelt respect, now own the building presented on the cover of this report and, it is beautifully restored and modernized. We invite everyone to stop by to see the Institute any time.

2019 will prove to be another great year. We are excited that our first formal Warrior PATHH expansion Ken Falke partnership will kick off with the training of a team in Chairman and Founder Florida. Expanding this scientifically proven program nationwide ensures that we can really make an impact

Page 2 Page 3 ARIZONA Boulder Crest Retreat Arizona was twice Completed featured as NASCAR’s construction of The Phoenix ISM Raceway Wallis Annenberg non-profit partner Foundation Hall and (in March and Veterans Day Heroes Garden. Weekend in November).

Boulder Crest Retreat Arizona celebrated its 1st Anniversary of opening on November 30.

Hosted 273 service members, veterans, and Over 200 bikes turned out for the their families. Inaugural Healing Heroes Ride Conducted 23 organized training programs. West Motorcycle Ride and Rally on October 20 to make for a very Logged more than 2,449 hours of successful first event. community and corporate volunteer time.

Page 5 VIRGINIA Completed Boulder Crest Retreat construction of Virginia celebrated our new treehouse its 5th Anniversary in memory of of opening on 1st Lt. Ronald September 6. Winchester

Hosted a total of 740 Logged more service members, veterans, than 5,823 hours and their families. of community and corporate Conducted 23 organized volunteer time. training programs.

Page 6 Page 7 Strategic Outreach INSTITUTE Veterans Affairs Whole HealthWashington, DC Veterans Affairs Suicide PreventionWashington, DC Published the final report for Warrior Department of Veterans Affairs Veterans Experience OfficeWashington, DC PATHH’s 18-month longitudinal Young Presidents Organization - Miami Chapter Miami, FL program evaluation study. Shenandoah University Winchester, VA Shenandoah Valley Westminster Canterbury Winchester, VA Navy EOD Master Chiefs Seminar Great Lakes, IL RBC Capital Markets New York, NY Global Mental Health Conference London, UK Navy Expeditionary Combat Command (NECC) Virginia Beach, VA Naval War College Newport, RI America’s Warrior Partnership Atlanta, GA Texas Psychological Association Frisco, TX Acquired, renovated, and furnished Boulder Crest’s Institute for Posttraumatic Growth in 2017-2018. The Completed the In the News Hosted Visits Institute opened to the development of Family Business Innovation Factory (BIF) United States Secretary of Veterans Affairs public on September 30. PATHH curriculum and CBS, Miami The Honorable Robert Wilkie, Jr. CBS News Radio completed eight pilot Sergeant Major of the National Guard FOX 11 programs in December. SGM William Kepler Good Day Washington Marie Claire Magazine Senior Enlisted Advisor to CJCS Megyn Kelly Show SGM John Wayne Troxell NBC News National Guard Behavioral Health WUSA 9 Leadership Team

Awards and Recognition Boulder Crest Retreat, Virginia Developed Train-The-Trainer Non-Profit of the Year Excellence for Service Curriculum with the first Purcellville Business Association The Loudoun School - Business Partnership application to train our Purcellville, Virginia Ashburn, Virginia Arizona Team.

Page 8 Page 9 Investors Financials $1,000,000 AND ABOVE James and Mary Jo Ball $5,000 - $9,999 Pat and Paula Nigro Doreen Gee As of December 31 2018 2017 Blank Rome LLP Pelican Products, Inc. Mark and Allison Gray The Annenberg Foundation Alcatraz Outlaws Lacrosse ASSETS The Marcus Foundation, Inc. BNP Paribas Club, LLC Joe Petite Jasen and Jen Grohs The Brandt Foundation Alvarez & Marsal Holdings, LLC PMC Treasury, Inc. H&D Mechanical, LLC Cash $3,577,677 $4,106,948 $250,000 - $999,999 The Capital Group American Airlines Michael Pronio Helping Hands Society of Greater Washington Companies, Inc. Pledges Receivable $5,643,552 $2,719,118 A. James & Alice B. Clark American Systems S2scout, LLC Hoffman Engineering Frank Chambers Foundation Apptio Consolidated Elizabeth and William Shea, Jr. Holland & Knight LLP Net Land, Property, & Equipment $17,588,620 $16,451,470 The Harry and Jeanette The Claude Moore Charitable Bank of Clarke County Mr. and Mrs. Robert Shields Dean Hubbs Foundation Weinberg Foundation Steven and Pamela Barger Soar With Eagles Enterprises ID Technologies Investments $260,004 $0 Clune Construction Company Lynda and Stewart Resnick The Baum Foundation Stanwich Advisors, LLC Matt Iseman The Enrichment Foundation Other Assets $97,978 $59,217 Wounded Warrior Project, Inc. Daniel Beldy The Sue Smith Team IT Cadre, LLC Evercore Michael Berigan and Karen Textron, Inc. The JIAN Group, LLC Total Assets $27,167,831 $23,336,753 $100,000 - $249,999 Samuel Freeman Akerlof Anne Thompson Joshua’s Hands Accenture Robert Gaines Bernhardt Wealth ThunderCat Technology Dennis Kelly LIABILITIES & NET ASSETS Altria Christine and Curtis Gardner Management, Inc. Veritiss, LLC KForce Anonymous William Gray The Boeing Company Accounts Payable & Other Liabilities $664,550 $377,105 Sean Walsh Knight Point Systems LLC Disabled American Veterans Guggenheim Securities, LLC Capital Mechanical, LLC (DAV) Waste Control Specialists LLC Laurie and Todd Platt Family Charitable Total Liabilities $664,550 $377,105 IntelliWare Systems, Inc. Contemporary Electrical Foundation Gary Sinise Foundation Services, Inc. Ron Zeff Jones Day Lord, Abbett & Co. LLC Total Net Assets $26,503,281 $22,959,648 NikiPro Foundation, Inc. Lesley and Brian Kelly Dan and Kathy Grubb Family Foundation $2,500 - $4,999 Maersk Line, Limited Pat Hickey Knights of Columbus #6831 Total Liabilities & Net Assets $27,167,831 $23,336,753 Andrew Darcy Acuity, Inc. Marsh & McLennan Companies Lake Shore Systems, Inc. Davey’s Battle Brothers Ride Addx Corporation Master Graphics STATEMENT OF ACTIVITIES $25,000 - $99,999 Leighton-Oare Foundation, Inc. Amazon.com DayBlink Greg and Barbara Adgate Kevin McGreevy Loudoun Road Runners Contributions $1,818,440 $1,958,250 The Angell Foundation Debevoise & Plimpton LLP Arthur J. Gallagher & Co. Mission Mulch, LLC Mitchell McCullough The Family of Josh Brown Docker, Inc. Axonic Capital Michael and Katherine Moye The McGhee Foundation Special Events $1,097,043 $1,172,204 BTIG, LLC Dynamic Aviation Group Inc. William Bacon Network Designs, Inc. Amy and Andrew McKnight Celtic Capital Carolyn and Braden Edwards BAE Systems Russ and Jamie Niemie Grants $6,340,933 $14,049,130 National Response BB&T William Oelman Jim and Vicki Click Corporation Envisioneering, Inc. Other Revenue $59,934 $3,193 Keith and Michele Bevington Cass Panciocco Community of Dayton, NorthStar Group Services, Inc. Falcon’s Landing Virginia David and Leslie Buermeyer Pelican Products, Inc. The Noto Family Floor and Decor Total Gross Revenue $9,316,350 $17,182,777 David Lynch Foundation Bunger Steel David Kirby Pilmore PricewaterhouseCoopers, LLP Fort Pitt Capital Group, LLC Equinix Foundation Business Benefits Group Todd and Laurie Platt Less Special Event Direct Costs ($255,075) ($305,459) Raytheon Company Frontier Technology Inc. Fitness Anywhere LLC (TRX) Phillip Gill Christopher and Tracey Real World Marketing, Inc. Net Public Support & Revenue $9,061,275 $16,877,318 Anne Marie Rink Carspecken Ford Motor Company Fund Peter Gleason Roberts & Ryan Investments, Inc. Roy A. Hunt Foundation Michael and Lisa Catlett The Home Depot Foundation Google, Inc. Rosendin Electric PROGRAM SERVICES Ruis Holdings, LLC Charity Golf International The KeyW Corporation James and Donna Hackman SC&A, Inc. Rumsfeld Foundation Conflict Kinetics Corporation Total Program Services $4,780,611 $2,983,613 Fred and Britlan Malek Harney Peak Foundation Pete Seegers Matthew Shobert Cresa The Ohrstrom Foundation, Inc. David and Jennifer Hatfield Sehlke Consulting, LLC Silicon Valley Community CST Group SUPPORTING SERVICES The Permission To Start Foundation Henry’s Wrecker Service Henry Stoever Dreaming Foundation Kenneth and Donna Daly Silver Eagle Group Heritage High School Swenson Family Foundation Management & General $269,677 $405,180 Quilty Family Charitable Fund LTG (Ret.) and Mrs. John A. Dubia Rebecca and Brent Simor Pattie Hood Thermopylae Sciences and Technology RBC Capital Markets, LLC ECS Federal, LLC Fundraising $467,354 $569,341 Saul Skoler Houlihan Lokey, Inc. Vantage West Credit Union RBC Foundation USA John and Heather Elder Laura and Greg Spivy JE Richards, Inc. Venturi Solutions, LLC Total Supporting Services $737,031 $974,521 Derek Schrier & Cecily Enterprise Holdings Sydney and William Walker Cameron Daniel D. Springer Thomas Klein Foundation Wegmans Total Expenses $5,517,642 $3,958,134 Torque Foundation The SunTrust Foundation John and Barbara Lehman Equinix, Inc. William J. Eisemann Living Trust USAA Foundation Trident Maritime Systems Kevin Lynch David Estey Change in Net Assets $3,543,633 $12,919,184 Wynne Family Charitable Trust Veterans United Foundation United Rentals, Inc. Market Securities LLP Family Healthcare Amigos West Michigan Veterans VFW Valley Veterans Ride for Susan and Chris Masto Fauquier and Loudoun Net Assets, Beginning of the Year 22,959,648 $10,040,464 Coalition Heroes McKinsey & Company, Inc. Garden Club Net Assets, End of the Year $26,503,281 $22,959,648 Virginia Trade Partner Council Kevin and Loraine Melich Joseph H. Fisher $10,000 - $24,999 WCM Investment Mercer Fisk Five Foundation Management American Scaffold Miller & Chevalier Chartered Forum Real Estate Group Wise Foundation Every gift makes a huge impact at Boulder Crest Retreat. Our team works hard to API Technologies Corp. The Morrison & Foerster Mark and Jean Garrell B3 Solutions Robin Zakoor Foundation thank all donors for their investments throughout the year and in this report, we are Page 10 only able to recognize gifts of $2,500 and above. Thank you all! Page 11 Board of Directors Ken Falke Chairman and Founder Fred Malek Vice Chairman Robert W. Assenmacher Lisa Atherton Chris Clements IN MEMORY OF YOUR SELFLESS LTG John A. Dubia U.S. Army (Ret.) SERVICE TO OUR COUNTRY Braden Edwards Rob Gaines 1st Lt. Ronald D. Winchester Tony Giachinta Lesley Kelly Frank Killoran Paul Lombardi Mike Monroe LTG Raymond Palumbo U.S. Army (Ret.) Brian Rathjen Henry Stoever Rob Veltre Will Walker The Honorable Rob Wilkins U.S. Air Force (Ret.) Honorary Board The Honorable Chuck Hagel Boulder Crest remains in awe of the amazing generosity and selflessness shown Former Secretary of Defense by so many to our combat veterans and their family members. This year, we The Honorable Bob McDonald Former Secretary of Veterans Affairs express our deepest appreciate to the Friends of Ronald Winchester. The Honorable John Lehman This special gift is in honor of fallen warrior ~ 1st Lt. Ronald Winchester. Ronnie Former Secretary of the Navy was a proud graduate of Chaminade High School (’97) where he played four The Honorable Michael Wynne Former Secretary of the Air Force years of both football and lacrosse. From there, Winchester graduated from the GEN Henry Shelton US Naval Academy (’01) where he was a captain of the Navy football team in U.S. Army (Ret.) his senior season. Upon graduation from the Naval Academy, Ron accepted his Gen Peter Pace commission as a United States Marine Corps Infantry ground officer. U.S. Marine Corps (Ret.) ADM William J. Fallon While escorting a convoy days into his second combat tour, on September 3, 2004 U.S. Navy (Ret.) in the AL Anbar province of Iraq, 1st Lt. Winchester, along with three other Marines Gen Norton Schwartz tragically lost their lives when an improvised explosive device (IED) detonated nearby. U.S. Air Force (Ret.) ADM Eric Olsen In honor of 1st Lt. Ronald Winchester, and a generous anonymous gift, we U.S. Navy (Ret.) named our new children’s treehouse at Boulder Crest Retreat Virginia. The 1st Captain Charles Plumb Lt. Ronald D. Winchester Tree House will bring joy and happiness to all the U.S. Navy (Ret.) families that visit. MSG Leroy Petry U.S. Army (Ret.) “You get a chance to sit on the bench or play in Medal of Honor Recipient the game. I don’t want to sit on the bench.” Rocky Bleier Veteran & Former Pittsburgh Steeler, ~Ronald Winchester 4x Superbowl Champion Wellness Committee John DiJulius Locations: Boulder Crest Retreat Virgina (Bluemont, VA) Brian Gast Boulder Crest Retreat Arizona (Sonoita, AZ) Michael Hemphill, Ph.D. Randy Hetrick Lt. General Patricia Horoho (Ret.) Mailing Address: Rick Houcek 18370 Bluemont Village Lane facebook.com/BoulderCrestRetreat Michael Lewis, M.D. PO Box 117 @BCRforHeroes Bret Moore, Ph.D. Bluemont, Virginia 20135 P: 540-554-2727 Boulder Crest Retreat Richard Tedeschi, Ph.D. Barbara Van Dahlen, Ph.D. E: [email protected] @BoulderCrestRetreat