2023-05-22T10:43:02-05:00 2022-12-31 593040705 RIVERO GORDIMER & COMPANY PA PO BOX 172359 TAMPA FL 33672 990 2022-01-01 453798803 OPERATION HEALING FORCES INC OPER 7276319713 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 KERRY IRVIN EXECUTIVE DIRECTOR 7276319713 2023-05-19 1 KERRY IRVIN 999009999 0 SAM A LAZZARA P01000850 8138757774 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KERRY IRVIN 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 4909862 0 X WWW.OPERATIONHEALINGFORCES.ORG X 2011 FL TO SERVE THE NEEDS OF ACTIVE-DUTY AND RECENT-VETERAN WOUNDED,ILL AND FALLEN SPECIAL OPERATIONS FORCES (SOF) AND THEIR FAMILIES BY STARTING OR CONTINUING THE PROCESS OF MENTALLY, PHYSICALLY AND EMOTIONALLY HEALING IN PREPARATION TO RETURN TO THE FIGHT OR TRANSITION SUCCESSFULLY INTO CIVILIAN LIFE. 13 13 16 120 0 0 4131356 4335842 0 0 0 6168 119504 213205 4250860 4555215 0 949262 0 0 1112763 1207500 0 0 597416 2934770 2856221 4047533 5012983 203327 -457768 2370232 2531808 96539 714368 2273693 1817440 X THE MISSION OF THE ORGANIZATION IS TO SERVE THE NEEDS OF ACTIVE-DUTY AND RECENT-VETERAN WOUNDED,ILL AND FALLEN SPECIAL OPERATIONS FORCES (SOF) AND THEIR FAMILIES BY STARTING OR CONTINUING THE PROCESS OF MENTALLY, PHYSICALLY AND ( SEE CONTINUATION AT SCHEDULE O ) EMOTIONALLY HEALING IN PREPARATION TO RETURN TO THE FIGHT OR TRANSITION SUCCESSFULLY INTO CIVILIAN LIFE. 0 0 3004323 EACH OHF RETREAT IS UNIQUE IN ITS ACTIVITIES AND SETTINGS, BUT OUR GOALIS ALWAYS THE SAME: CREATING BONDS THAT CURE.OPERATION HEALING FORCES CONDUCTS WEEK-LONG THERAPEUTIC RETREATS FOR SPECIAL OPERATIONS COUPLES THROUGHOUT THE UNITED STATES. EACH RETREAT IS LED BY AN OHF RETREAT LEAD WHO IS ALSO A RETIRED MEMBER OF THE SOF COMMUNITY.THE RETREAT ENVIRONMENT COMBINED WITH PEER-TO-PEER COUNSELING AND RECREATIONAL THERAPIES ENABLE SINCERE BONDING BETWEEN COUPLES, WITH OTHER SPOUSES GOING THROUGH SIMILAR HARDSHIPS, AND AMONG FELLOW SPECIAL OPERATION FORCES SERVICE MEMBERS (SEE CONTINUATION AT SCHEDULE O ).THE ORGANIZATION HAD A PHENOMENAL YEAR IN 2022, WHICH INCLUDED THE FOLLOWING SIGNIFICANT ACCOMPLISHMENTS:- THE NUMBER OF FIRST TIME DONORS INCREASED TO 556 (FROM 203 IN 2021)- DONATED PROPERTIES FOR RETREATS TOTALLED 51 IN 2022.- MORE THAN 408 SPECIAL OPERATION FORCES AND SPOUSES ATTENDED RETREATS IN 2022.ADDITIONALLY, A RECENT SURVEY OF PARTICIPANTS OF OHF THERAPEUTIC RETREATS RESULTED IN THE FOLLOWING:- OVER 93% OF RESPONDENTS REPORTED IMPROVED COMMUNICATION WITH THEIR SPOUSES FOLLOWING THE OHF RETREAT.- 95% OF RESPONDENTS BELIEVE THEIR RELATIONSHIP WITH THEIR SPOUSE REMAINS IMPROVED FOLLOWING THE OHF RETREAT (MOST RESPONDENTS WERE SIX MONTHS TO ONE YEAR PAST RETREAT).- 96% OF RESPONDENTS BELIEVE THEIR RELATIONSHIP WITH THEIR SPOUSE REMAINS IMPROVED FOLLOWING THE OHF RETREAT (MOST RESPONDENTS WERE SIX MONTHS TO ONE YEAR PAST RETREAT).- 84% OF RESPONDENTS BELIEVE THAT THE PEER TO PEER EXCHANGE DURING THE RETREAT AIDED IN THEIR PERSONAL RECOVERY.- 83% OF RESPONDENTS BELIEVE THAT OUTDOOR RECREATIONAL ACTIVITIES AIDED IN THEIR PERSONAL RECOVERY.- 82% OF RESPONDENTS LEARNED OF NEW BENEFITS OR RESOURCES AVAILABLE TO THEIR FAMILIES ON THE RETREAT.- 100% OF RESPONDENTS WOULD RECOMMEND OHF RETREATS TO OTHER SOF COUPLES.- 98% OF RESPONDENTS REPORTED IMPROVEMENTS IN MULTIPLE MENTAL HEALTH SYMPTOMS FOLLOWING THEIR RETREAT. - OVER 97% OF RESPONDENTS REPORT INCREASED CONFIDENCE PARTICIPATING IN RECREATIONAL ACTIVITIES FOLLOWING THE OHF RETREAT. 1194081 949262 THROUGH THE IMMEDIATE NEEDS PROGRAM, THE ORGANIZATION WORKS DIRECTLY WITH THE UNITED STATES SPECIAL OPERATION COMMAND'S WARRIOR CARE PROGRAM AND OHF ALUMNI TO PROVIDE IMMEDIATE FINANCIAL/CRISIS REQUEST ASSISTANCE WITH EMERGENCY MEDICAL, TRAVEL, RESPITE, AND FAMILY NEEDS. IN 2022, THE SPECIAL OPERATIONS ADDITIONAL RESOURCES PROGRAM ("SOAR PROGRAM") HAS ASSISTED MORE THAN 1,830 WOUNDED OPERATORS AND THEIR FAMILIES WITH IMMEDIATE NEEDS AND CRISIS SUPPORT THROUGH 556 REQUESTS FROM THE USSOCOM WARRIOR CARE PROGRAM AND ALUMNI.ADDITIONALLY, THE SOAR PROGRAM PROVIDES ASSISTANCE WITH EMPLOYMENT, FINANCIAL PLANNING, LEGAL REFERRALS AND MORE FOR SPECIAL OPERATIONS SERVICE MEMBERS AND THEIR FAMILIES. 4198404 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 0 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL GA IL KS KY MD MA MI MN MS MO NC NH NY NJ OH OR PA RI SC TN UT VA WV WI HI NM X X DESIREE HOLLEY 8136319713 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 GARY MARKEL CHAIRMAN 4.00 X X 0 0 0 ANTHONY MARKEL VICE CHAIRMAN 4.00 X X 0 0 0 ROBERT MIZELL TREASURER 4.00 X X 0 0 0 ROBERT MCBRIDE SECRETARY 4.00 X X 0 0 0 RONALD CAMPBELL DIRECTOR 2.00 X 0 0 0 ROBIN HOWELL DIRECTOR 2.00 X 0 0 0 JD DOLAN DIRECTOR 4.00 X 0 0 0 JOSHUA ONYSCHUK DIRECTOR 2.00 X 0 0 0 KEITH LECLERC DIRECTOR 2.00 X 0 0 0 ROYCE IMHOFF II DIRECTOR 2.00 X 0 0 0 BRUCE CONNELL DIRECTOR 2.00 X 0 0 0 PHILIP CONNELL DIRECTOR 2.00 X 0 0 0 JAMES ATTKISSON DIRECTOR 2.00 X 0 0 0 MIKE DENTON DIRECTOR 2.00 X 0 0 0 CHRIS CAUGHRAN DIRECTOR 2.00 X 0 0 0 JEFF HUDSON EXECUTIVE DIRECTOR 40.00 X 184897 0 0 KERRY IRVIN DIRECTOR OF DEVELOPMENT 40.00 X 131711 0 0 BILLY DELONG PROGRAM MANAGER 40.00 X 125402 0 0 442010 0 0 3 0 1 0 0 198522 4137320 1230198 4335842 6168 6168 567156 198522 354647 212509 212509 OTHER REVENUE 900099 696 696 696 4555215 696 0 218677 949262 949262 442010 282564 18490 140956 661076 434442 58726 167908 104414 67869 7309 29236 5045 5045 14555 14555 89310 83058 1207 5045 211695 95830 41507 74358 44771 14935 4694 25142 41929 20964 10482 10483 577534 466043 11466 100025 56128 13467 31390 11271 5739 3444 1951 344 8567 8567 RETREAT EXPENSES 1765461 1765461 0 0 DONOR RECOGNITION 35487 1065 1774 32648 5012983 4198404 217163 597416 1031202 783378 1003636 1005341 329989 162483 56385 8608 5405 47777 0 532829 2370232 2531808 96539 170888 0 543480 96539 714368 X 2128704 1775049 144989 42391 2273693 1817440 2370232 2531808 -457768 1515 0 X X 0 1 X 1 0 X 2102379 2796652 2867062 3984387 4335842 16086322 2102379 2796652 2867062 3984387 4335842 16086322 1182079 14904243 6168 6168 224210 187334 126234 266473 213205 1017456 17109946 0.87110 0.87590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56385 8608 47777 47777 SECURITY DEPOSIT 12720 RIGHT OF USE OPERATING LEASE 520109 532829 LEASE LIABILITY 543480 543480 X 4565586 1515 8856 10371 4555215 0 4555215 5021839 8856 8856 5012983 0 5012983 PART X, LINE 2: THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS AFTER 2018 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. CENTRAL AMERICA AND THE CARRIBEAN 0 0 PROGRAM SERVICES PROGRAM SERVICES CONSISTED OF CONDUCTING THERAPUETIC COUPLES RETREATS FOR SOF WOUNDED, ILL AND INJURED. 87279 0 0 0 0 0 0 87279 0 87279 0 0 0 0 0 0 PART III ACCOUNTING METHOD: GOLF TOURNAMENT 243498 243498 242997 BIZZARE BAZZARE 346593 150430 196163 78961 2 175587 48092 127495 32689 765678 198522 567156 354647 354647 212509 1 IMMEDIATE NEEDS 556 949262 FMV IMMEDIATE NEEDS PART I, LINE 2: REQUESTS FOR THE IMMEDIATE NEEDS PROGRAM ARE VETTED AND RECEIVED DIRECTLY FROM THE COMMUNITY OUTREACH TEAM WITHIN THE UNITED STATES SPECIAL OPERATIONS COMMAND WARRIOR CARE PROGRAM. REQUESTS RECEIVED FROM OTHER SOURCES AND PARTNERS ARE VETTED THROUGH AN APPLICATION PROCESS REQUESTING DETAILED INFORMATION INCLUDING SPECIAL OPERATIONS AFFILIATION, SUPPORTING DOCUMENTATION, AND EXPENSE DETAILS SUPPORTING THE REQUEST PURPOSE. THE IMMEDIATE NEEDS GRANTS ARE TRACKED INTERNALLY FOLLOWING PROGRAM STANDARD OPERATING PROCEDURES AND REPORTED QUARTERLY TO THE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE. X X 0 0 0 0 0 0 0 0 0 JEFF HUDSON EXECUTIVE DIRECTOR 176497 0 8400 0 0 0 0 0 0 0 184897 0 0 0 X 7 80794 X RETREAT EXPENSES 134 1149404 FMV 0 0 0 FORM 990, PART V, LINE 2B OPERATION HEALING FORCES, INC. CONTRACTS WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR ADMINISTRATION OF THE EMPLOYEES. UNDER THIS AGREEMENT, ALL EMPLOYEES OF OPERATION HEALING FORCES, INC. ARE IN ACTUALITY LEASED FROM THE PEO. DUE TO THIS AGREEMENT, OPERATION HEALING FORCES, INC. DOES NOT FILE FORM W-3 TRANSMITTAL OF WAGE AND TAX STATEMENTS, BUT RATHER THE PEO WILL FILE FORM W-3 WHICH WOULD INCLUDE THE EMPLOYEES OF OPERATION HELAING FORCES, INC. LEASED PERSONNEL COSTS ARE BROKEN DOWN INTO COMPONENTS OF SALARIES, PAYROLL TAXES, RETIREMENT, AND OTHER BENEFITS AND ARE REPORTED ON THE APPROPRIATE SCHEDULES. FOR THE YEAR ENDED OF DECEMBER 31, 2022, OPERATION HEALING FORCES, INC. UTILIZED 16 EMPLOYEES THROUGH THE PEO. FORM 990, PART VI, SECTION A, LINE 2 GARY MARKEL AND ANTHONY MARKEL ARE BROTHERS. BRUCE CONNELL AND PHIL CONNELL ARE BROTHERS. FORM 990, PART VI, SECTION A, LINE 4 OPERATION HEALING FORCES, INC. UPDATED IT'S CORPORATE BY-LAWS DURING THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHAIRMAN, AUDIT COMMITTEE CHAIR, AND EXECUTIVE DIRECTOR FOR APPROVAL. THE 990 IS THEN DISTRIBUTED TO THE FULL BOARD FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE POLICY IS REVIEWED AND RENEWED ANNUALLY BY EACH BOARD MEMBER, BY COMPLETION OF A DISCLOSURE FORM. ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL BUSINESS RELATIONSHIPS AND TRANSACTIONS THAT MAY POSE A CONFLICT TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE ASSESSMENT & COMPENSATION COMMITTEE (ACC) IS CHARGED WITH THE RESPONSIBILITY TO RECOMMEND TO THE FULL BOARD ON AN ANNUAL BASIS THE APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE ACC IS CREATED BY A BOARD RESOLUTION AND ITS COMPOSITION IS REVIEWED ANNUALLY AND APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OCCURRED IN THE CURRENT YEAR.