2022-03-21T10:10:01-05:00 2021-12-31 593040705 RIVERO GORDIMER & COMPANY PA PO BOX 172359 TAMPA FL 33672 990 2021-01-01 453798803 OPERATION HEALING FORCES INC OPER 7275402122 380 PARK PLACE BOULEVARD SUITE 17 CLEARWATER FL 33759 JEFF HUDSON EXECUTIVE DIRECTOR 7275402122 2022-03-18 1 JEFF HUDSON 999009999 SAM A LAZZARA P01000850 8138757774 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JEFF HUDSON 380 PARK PLACE BOULEVARD SUITE 175 CLEARWATER FL 33759 4446224 0 X WWW.OPERATIONHEALINGFORCES.ORG X 2011 FL TO SERVE THE NEEDS OF ACTIVE-DUTY AND RECENT-VETERAN WOUNDED,ILL AND INJURED 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. 14 14 10 120 0 0 2970362 4131356 0 0 0 0 22934 119504 2993296 4250860 0 0 0 0 912650 1112763 0 0 593189 1868518 2934770 2781168 4047533 212128 203327 2123300 2370232 35184 96539 2088116 2273693 X THE MISSION OF THE ORGANIZATION IS TO SERVE THE NEEDS OF ACTIVE-DUTY AND RECENT-VETERAN WOUNDED,ILL AND INJURED SPECIAL OPERATIONS FORCES (SOF) AND THEIR FAMILIES BY STARTING OR CONTINUING THE PROCESS OF MENTALLY, PHYSICALLY AND ( SEE CONTINUATION AT SCHEDULE O, PAGE 39) EMOTIONALLY HEALING IN PREPARATION TO RETURN TO THE FIGHT OR TRANSITION SUCCESSFULLY INTO CIVILIAN LIFE. 0 0 2621053 THROUGH THERAPEUTIC RETREATS, THE ORGANIZATION ENABLES 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. REALIZING THEY ARE NOT ALONE, PARTICIPANTS DISCOVER IT IS APPROPRIATE - AND NOT A STIGMA - TO SEEK HELP, SUPPORT AND GUIDANCE WHEN NEEDED FROM FELLOW SPECIAL OPERATION FORCES 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 SPECIAL OPERATION FORCES SERVICE (SEE CONTINUATION AT SCHEDULE O, PAGE 39) MEMBERS.THE ORGANIZATION HAD A PHENOMENAL YEAR IN 2021, WHICH INCLUDED THE FOLLOWING SIGNIFICANT ACCOMPLISHMENTS:- THE NUMBER OF FIRST TIME DONORS INCREASED TO 203 (FROM 132 IN 2020)- DONATED PROPERTIES FOR RETREATS TOTALLED 51 IN 2021 - MORE THAN 408 SPECIAL OPERATION FORCES AND SPOUSES FROM MORE THAN 18 STATES ATTENDED RETREATS IN 2021.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.- 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).- 81% 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- OVER 96% REPORTED INCREASED SENSE OF CONFIDENCE IN THEIR PHYSICAL ABILITIES FOLLOWING THE RETREAT- 100% OF RESPONDENTS WOULD RECOMMEND OHF RETREATS TO OTHER SOF COUPLES.- 100% OF RESPONDENTS REPORTED IMPROVEMENTS IN MULTIPLE MENTAL HEALTH SYMPTOMS FOLLOWING THEIR RETREAT WHILE 89% REPORTED CONTINUED IMPROVEMENT 6 MONTHS TO A YEAR OR MORE LATER. 684541 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 2021, THE SPECIAL OPERATIONS ADDITIONAL RESOURCES PROGRAM ("SOAR PROGRAM") HAS ASSISTED MORE THAN 1,886 WOUNDED OPERATORS AND THEIR FAMILIES WITH IMMEDIATE NEEDS AND CRISIS SUPPORT THROUGH 475 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. 3305594 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 7272215071 380 PARK PLACE BLVD 175 CLEARWATER FL 33759 GARY MARKEL CHAIRMAN 2.00 X X 0 0 0 ANTHONY MARKEL SECRETARY 2.00 X X 0 0 0 JAMES ATTKISSON TREASURER 2.00 X X 0 0 0 JAMES CHADWICK DIRECTOR 2.00 X 0 0 0 RONALD CAMPBELL DIRECTOR 2.00 X 0 0 0 CYNTHIA SCHWARTZKOPF DIRECTOR 2.00 X 0 0 0 ROBERT MCBRIDE 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 PHILIP CONNELL DIRECTOR 2.00 X 0 0 0 ROBERT MIZELL DIRECTOR 2.00 X 0 0 0 MIKE DENTON DIRECTOR 2.00 X 0 0 0 JEFF HUDSON EXECUTIVE DIRECTOR 40.00 X 178026 0 0 JAMES ZUBA DIRECTOR OF DEVELOPMENT 40.00 X 173231 0 0 BILLY DELONG PROGRAM MANAGER 40.00 X 119461 0 0 470718 0 0 3 0 1 0 0 146969 3984387 917093 4131356 314552 146969 195364 119188 119188 OTHER REVENUE 999999 316 316 316 4250860 316 0 119188 471628 271201 17855 182572 555636 427337 54055 74244 85499 58139 5985 21375 3024 91 2933 18100 18100 107265 107265 183835 70268 15829 97738 23315 15155 2098 6062 13284 13284 139010 89521 5566 43923 17252 8138 7698 1416 1397 838 475 84 7634 7634 RETREAT EXPENSES 1690154 1664863 80 25211 SOAR PROGRAM EXPENSES 695191 695191 DONOR RECOGNITION 35309 4943 30366 4047533 3305594 148750 593189 969750 1031202 1003650 1003636 145673 329989 8274 2869 4227 5405 2123300 2370232 35184 96539 35184 96539 X 1992443 2128704 95673 144989 2088116 2273693 2123300 2370232 X 203327 -17750 X X 0 1 X 1 0 X 2067355 2102379 2796652 2867062 3984387 13817835 2067355 2102379 2796652 2867062 3984387 13817835 977937 12839898 37435 224210 187334 126234 266473 841686 14659521 0.87590 0.84830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8274 2869 5405 5405 X 4250860 0 4250860 0 4250860 4065283 17750 17750 4047533 0 4047533 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 2017 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: PLEDGE ALLOWANCE ADJUSTMENT X X X X X AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY GOLF TOURNAMENT 264139 120895 143244 88929 BIZZARE BAZZARE 124632 26074 98558 70238 2 72750 72750 36197 461521 146969 314552 195364 195364 119188 X X 0 0 0 0 0 0 0 0 0 JEFF HUDSON EXECUTIVE DIRECTOR 169626 0 8400 0 0 0 0 0 0 0 178026 0 0 0 JAMES ZUBA DIRECTOR OF DEVELOPMENT 164962 0 8269 0 0 0 0 0 0 0 173231 0 0 0 X USE OF PERSONAL HOMES, RESORTS, YACHTS 43 466593 FMV X RETREAT SUPPLIES AND PROVISIONS 86 285237 FMV X AIRFARE AND RENTAL CARS 86 165236 FMV 0 0 0 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 B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHAIRMAN AND EXECUTIVE DIRECTOR. THE 990 IS THEN DISTRIBUTED TO THE FULL BOARD FOR APPROVAL. 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 XI, LINE 9: PLEDGE ALLOWANCE ADJUSTMENT -17,750. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OCURRED IN THE CURRENT YEAR. FORM 990, PART VIII, LINE F, STATEMENT OF REVENUE: GARY MARKEL, CHAIR AND ANTHONY MARKEL, SECRETARY OF THE ORGANIZATIONS BOARD OF DIRECTORS PERSONALLY CONTRIBUTE FUNDS TO COVER ALL OVERHEAD COSTS OF THE ORGANIZATION, THUS 100% OF ALL DONATED FUNDS DIRECTLY SUPPORT OHF PROGRAM EXPENSES IN SUPPORT OF THE SPECIAL OPERATIONS COMMUNITY.