Lockheed Martin Vought Heritage Management Association

Nonprofit profile at a glance

EIN
752268589
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025
Location
Dallas, TX, USA
Phone
6364898133
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$130,951
Expenses
$172,000
Assets
$32,796

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Leroy Lucero (President)
  • Ryan Johnson (1st Vice President)
  • Ian Sanders (2nd Vice President)

People named in this filing

  • Sarah Hatfield (Treasurer)
  • Leroy Lucero (President)
  • Elizabeth Vazquez (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To encourage a spirit of fellowship, unity and cooperation among all the levels of managers, leaders, and aspiring leaders and managers. To provide an opportunity for the development of leadership and management skills through and exchange of ideas and information on management and leadership practices. To advance the interest of the "Corporation" by providing a vehicle for communicating corporation goals, needs and achievements.

What it reported doing in 2025

Professional Networking Dinners: EVP, Holiday, and Installation - Networking with members in unifying and fun atmosphere where leadership can highlight accomplishments, emphasize values, as well as communicate the roadmap for the road ahead. Open to all members and their guests (excluding the EVP dinner which is just open to members).

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up. A relatively small share of total spending goes to programs and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 55
  • Transparency & Controls: 100
  • Sustainability: 15
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.1%; rating input score 60
  • Program expense ratio: 45.8%; rating input score 46

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -31.3%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 0.19; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 28.2% per year; rating input score 100; 81st percentile among comparable filings
  • Revenue growth: -2.1% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -45.1% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 60.1% of revenue deployed · 45.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $79K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 46/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • High — Growth: Asset growth scored 0/100.