2024-05-16T07:12:08-05:00 2023-12-31 593040705 RIVERO GORDIMER & COMPANY PA PO BOX 172359 TAMPA FL 33672 990 2023-01-01 453798803 OPERATION HEALING FORCES INC OPER 7276319713 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 KERRY IRVIN CHIEF EXECUTIVE OFFICER 7276319713 2024-05-15 1 KERRY IRVIN 999009999 0 SAM A LAZZARA P01000850 8138757774 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KERRY IRVIN 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 5379236 0 X WWW.OPERATIONHEALINGFORCES.ORG X 2011 FL THE MISSION OF THE ORGANIZATION IS TO SERVE THE NEEDS OF AMERICA'S WOUNDED, ILL, INJURED, AND FALLEN SPECIAL OPERATIONS FORCES SERVICE MEMBERS, VETERANS, THEIR FAMILIES, AND THEIR CAREGIVERS THROUGH THERAPEUTIC RETREATS AND UNIQUE RESOURCE PROGRAMS PROVEN TO PROMOTE LONG-TERM MENTAL, PHYSICAL, EMOTIONAL, AND FISCAL WELL-BEING. 13 13 16 120 0 0 4335842 4594016 0 0 6168 25471 213205 349844 4555215 4969331 949262 944421 0 0 1207500 1312160 0 0 536362 2856221 2569079 5012983 4825660 -457768 143671 2531808 2580652 714368 611797 1817440 1968855 X THE MISSION OF THE ORGANIZATION IS TO SERVE THE NEEDS OF AMERICA'S WOUNDED, ILL, INJURED, AND FALLEN SPECIAL OPERATIONS FORCES SERVICE MEMBERS, VETERANS, THEIR FAMILIES, CAREGIVERS, AND SURVIVORS THROUGH A SUITE OF PROGRAMS THAT PROMOTE LONG-TERM MENTAL, PHYSICAL, EMOTIONAL, AND FISCAL WELL-BEING. 0 0 2742923 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 2023, WHICH INCLUDED THE FOLLOWING SIGNIFICANT ACCOMPLISHMENTS:- DONATED PROPERTIES FOR RETREATS TOTALLED 35 IN 2023.- MORE THAN 371 SPECIAL OPERATION FORCES AND SPOUSES ATTENDED RETREATS IN 2023.ADDITIONALLY, A RECENT SURVEY OF PARTICIPANTS OF OHF THERAPEUTIC RETREATS RESULTED IN THE FOLLOWING:- OVER 94% OF RESPONDENTS REPORTED IMPROVED COMMUNICATION WITH THEIR SPOUSES FOLLOWING THE OHF RETREAT.- 94% OF RESPONDENTS BELIEVE THEIR RELATIONSHIP WITH THEIR SPOUSE REMAINS IMPROVED FOLLOWING THE OHF RETREAT (MOST RESPONDENTS WERE SIX MONTHS TO ONE YEAR PAST RETREAT).- 93% OF RESPONDENTS BELIEVE THAT THE PEER TO PEER EXCHANGE DURING THE RETREAT AIDED IN THEIR PERSONAL RECOVERY.- 81% OF RESPONDENTS BELIEVE THAT OUTDOOR RECREATIONAL ACTIVITIES AIDED IN THEIR PERSONAL RECOVERY.- 97% 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. 1270511 944421 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 2023, THE SPECIAL OPERATIONS ADDITIONAL RESOURCES PROGRAM ("SOAR PROGRAM") HAS ASSISTED MORE THAN 1,700 WOUNDED OPERATORS AND THEIR FAMILIES WITH IMMEDIATE NEEDS AND CRISIS SUPPORT THROUGH 579 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. 4013434 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 16 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 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 2.00 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 MIKE DENTON DIRECTOR 2.00 X 0 0 0 CHRIS CAUGHRAN DIRECTOR 4.00 X 0 0 0 JEFF HUDSON EXECUTIVE DIRECTOR (THRU 4/23) 40.00 X 142476 0 0 KERRY IRVIN CHIEF EXECUTIVE OFFICER 40.00 X 173250 0 0 DESIREE HOLLEY CHIEF OPERATING OFFICER 40.00 X 116308 0 0 BILLY DELONG PROGRAM MANAGER 40.00 X 132971 0 0 565005 0 0 4 0 1 0 0 250895 4343121 1414075 4594016 25471 25471 737623 250895 409905 327718 327718 OTHER REVENUE 900099 22126 22126 22126 4969331 22126 0 353189 944421 944421 565005 408705 64378 91922 627265 453741 71473 102051 119890 86724 13661 19505 5846 425 5421 20450 20450 27893 16250 2500 9143 172512 37554 30557 104401 52543 21209 12932 18402 136550 102413 16386 17751 605226 448430 14948 141848 19574 3820 13654 2100 11175 6704 3800 671 10700 10700 RETREAT EXPENSES 1483463 1483463 DONOR RECOGNITION 23147 23147 4825660 4013434 275864 536362 783378 1211572 1005341 776621 162483 86500 0 21006 67590 19783 47777 47807 532829 437146 2531808 2580652 170888 161229 543480 450568 714368 611797 X 1775049 1718855 42391 250000 1817440 1968855 2531808 2580652 143671 7744 0 X 0 1 X 1 0 X 2796652 2867062 3984387 4335842 4594016 18577959 2796652 2867062 3984387 4335842 4594016 18577959 1875992 16701967 6168 25471 31639 187334 126234 266473 213205 349844 1143090 19752688 0.84560 0.87110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67590 19783 47807 47807 SECURITY DEPOSIT 12720 RIGHT OF USE OPERATING LEASE 424426 437146 LEASE LIABILITY 450568 450568 X 4977075 7744 7744 4969331 0 4969331 4825660 0 4825660 0 4825660 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 2019 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. CENTRAL AMERICA, CARRIBEAN, AND BALI 0 0 PROGRAM SERVICES PROGRAM SERVICES CONSISTED OF CONDUCTING THERAPUETIC COUPLES RETREATS FOR SOF WOUNDED, ILL AND INJURED. 148443 0 0 0 0 0 0 148443 0 148443 0 0 0 0 0 0 LET'S TALK BASKETBALL 373835 151248 222587 74077 NAPLES GOLF FORUM 241400 0 241400 142088 2 373283 99647 273636 193740 988518 250895 737623 409905 409905 327718 1 IMMEDIATE NEEDS 579 944421 0 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 KERRY IRVIN CHIEF EXECUTIVE OFFICER 165000 0 8250 0 0 0 0 0 0 0 173250 0 0 0 X 10 321480 FMV X RETREAT EXPENSES 101 1092595 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, 2023, 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHAIRMAN, AUDIT COMMITTEE CHAIR, AND CHIEF EXECUTIVE OFFICER FOR APPROVAL. THE 990 IS THEN DISTRIBUTED TO THE FULL BOARD BEFORE 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.