2025-04-24T11:06:58-05:00 2024-12-31 593040705 RIVERO GORDIMER & COMPANY PA PO BOX 172359 TAMPA FL 33672 990 2024-01-01 453798803 OPERATION HEALING FORCES INC OPER 7276319713 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 KERRY IRVIN CHIEF EXECUTIVE OFFICER 7276319713 2025-04-23 1 1 SAM A LAZZARA P01000850 8138757774 2024 2025-03-06 01:10:19Z KERRY IRVIN 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 6252366 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 19 120 0 0 4594016 5283577 0 0 25471 32125 349844 565885 4969331 5881587 944421 893761 0 0 1312160 1438521 0 0 673143 2569079 3091139 4825660 5423421 143671 458166 2580652 2906033 611797 476522 1968855 2429511 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. 1 0 2844567 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.THROUGH THERAPEUTIC RETREATS, THE ORGANIZATION'S PURPOSE IS TO ENABLE THESE WAR-TORN MEN, WOMEN AND FAMILIES TO BREAK THROUGH THE SILENCE TO OPENLY DISCUSS THEIR BATTLEFIELD AND PERSONAL HARDSHIPS. A SAFE, PROTECTED ENVIRONMENT ALLOWS OUR PARTICIPANTS TO LET THEIR GUARD DOWN AND SHARE. (CONTINUED ON SCHEDULE O)REALIZING THEY ARE NOT ALONE, PARTICIPANTS DISCOVER IT IS APPROPRIATE - AND NOT A STIGMA - TO SEEK HELP, SUPPORT, AND GUIDANCE WHEN NEEDED FROM FELLOW SOF PROFESSIONALS AND THEIR FAMILIES. 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 SOF SERVICE MEMBERS. 1314781 893761 THROUGH THE SPECIAL OPERATIONS ADDITIONAL RESOURCES ("SOAR OR "IMMEDIATE NEEDS") PROGRAM, THE ORGANIZATION PROVIDES CRISIS SUPPORT TO SOF SERVICE MEMBERS, SPOUSES, AND THEIR FAMILIES. THE PROGRAM COVERS TRAVEL AND EXPENSES RELATED TO MEDICAL EMERGENCIES FOR SERVICE MEMBERS, VETERANS, AND THEIR FAMILIES, MEDICAL AND ADAPTIVE EQUIPMENT NOT COVERED BY GOVERNMENT MEANS, FUNERAL AND MEMORIALS COSTS NOT COVERED BY GOVERNMENT MEANS INCLUDING FAMILY TRAVEL, RELIEF OR RESPITE CARE FOR FULL-TIME CAREGIVERS, ONE-TIME FINANCIAL ASSISTANCE RELATED TO TRANSITION OR EMPLOYMENT OPPORTUNITIES INCLUDING TRAVEL, AND OTHER AS NEEDED CRISIS SUPPORT FOR FAMILIES INCLUDING EMERGENCY FINANCIAL SUPPORT. 200000 0 IN 2024, THE ORGANIZATION, IN AN EXCLUSIVE PARTNERSHIP WITH HATCHPATH, BEGAN OFFERING NO-COST ACCESS TO HEALTH COACHES TAILORED TO MEET THE SPECIFIC NEEDS OF SOF MEMBERS AND THEIR FAMILIES. THIS TRUSTED RESOURCE PROVIDES SEAMLESS ACCESS TO PERSONALIZED SUPPORT AND HOLISTIC SOLUTIONS, HELPING INDIVIDUALS AND FAMILIES ACHIEVE THEIR WELLNESS GOALS. 4359348 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 19 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 KERRY IRVIN CHIEF EXECUTIVE OFFICER 40.00 X 174231 0 0 DESIREE HOLLEY CHIEF OPERATING OFFICER 40.00 X 120295 0 0 CHRIS STOWE CHIEF PROGRAM OFFICER 40.00 X 105518 0 0 BILLY DELONG RETREAT PROGRAM DIRECTOR 40.00 X 129490 0 0 529534 0 0 4 0 1 0 0 231883 5051694 1590776 5283577 32125 32125 933792 231883 370779 563013 563013 OTHER REVENUE 900099 2872 2872 2872 5881587 2872 0 595138 893761 893761 294526 183274 46991 64261 997953 620992 159225 217736 32723 20362 5221 7140 113319 70515 18080 24724 9374 6179 3195 23800 15688 8112 9000 5933 3067 219535 47142 35081 137312 68175 28387 15272 24516 141043 105782 16925 18336 557404 382506 24011 150887 40637 10208 26911 3518 12910 7746 4389 775 9766 9766 RETREAT EXPENSES 1785724 1785724 HATCHPATH PROGRAM 200000 200000 DONOR RECOGNITION 13771 2949 1258 9564 5423421 4359348 390930 673143 1211572 1643863 776621 811236 86500 10000 21006 50000 83709 32693 47807 51016 437146 339918 2580652 2906033 161229 125849 450568 350673 611797 476522 X 1718855 2179511 250000 250000 1968855 2429511 2580652 2906033 458166 2490 0 X X 0 1 X 1 0 X 2867062 3984387 4335842 4594016 5051694 20833001 2867062 3984387 4335842 4594016 5051694 20833001 2348386 18484615 6168 25471 2872 34511 126234 266473 213205 349844 797768 1753524 22621036 0.81710 0.84560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83709 32693 51016 51016 SECURITY DEPOSIT 12720 RIGHT OF USE OPERATING LEASE 327198 339918 LEASE LIABILITY 350673 350673 X 5884077 2490 2490 5881587 0 5881587 5423421 0 5423421 0 5423421 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 2020 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. CENTRAL AMERICA, CARRIBEAN, AND BALI PROGRAM SERVICES PROGRAM SERVICES CONSISTED OF CONDUCTING THERAPUETIC COUPLES RETREATS FOR SOF WOUNDED, ILL AND INJURED. 326977 0 0 0 0 0 0 326977 0 326977 0 0 0 0 0 0 LET'S TALK BASKETBALL 381401 20420 360981 98594 NAPLES GOLF FORUM 205499 120000 85499 144992 3 578775 91463 487312 127193 1165675 231883 933792 370779 370779 563013 1 IMMEDIATE NEEDS 2274 893761 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 134991 0 35000 0 4240 0 0 0 0 0 174231 0 0 0 X 11 278470 FAIR MARKET VALUE X RETREAT EXPENSES 96 1312306 FMV 0 0 0 FORM 990, PART III, LINE 2 IN 2024, THE ORGANIZATION, IN AN EXCLUSIVE PARTNERSHIP WITH HATCHPATH, BEGAN OFFERING NO-COST ACCESS TO HEALTH COACHES TAILORED TO MEET THE SPECIFIC NEEDS OF SOF MEMBERS AND THEIR FAMILIES. THIS TRUSTED RESOURCE PROVIDES SEAMLESS ACCESS TO PERSONALIZED SUPPORT AND HOLISTIC SOLUTIONS, HELPING INDIVIDUALS AND FAMILIES ACHIEVE THEIR WELLNESS GOALS. 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, 2024, OPERATION HEALING FORCES, INC. UTILIZED 19 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. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.