2020-03-11T12:15:28-05:00 2019-12-31 593040705 RIVERO GORDIMER & COMPANY PA PO BOX 172359 TAMPA FL 33672 990 2019-01-01 453798803 OPERATION HEALING FORCES INC OPER 7275402122 380 PARK PLACE BOULEVARD SUITE 17 CLEARWATER FL 33759 JEFF HUDSON EXECUTIVE DIRECTOR 7275402122 2020-03-10 1 SAM LAZZARA P01000850 8138757774 209.202.225.84 2020-03-10 14:15:40 ED P CD30822ED8348B333F5F4FD730685AC8A01DAEE3 425BBEDD4FE3D6157E7D42C8E7BC794A0085AF35 2019 2020-09-23 17:36:50Z JEFF HUDSON 380 PARK PLACE BOULEVARD SUITE 175 CLEARWATER FL 33759 3030584 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. 13 13 7 145 0 0 2570726 2923776 0 0 0 0 -244137 60210 2326589 2983986 0 0 0 0 668132 755981 0 0 359183 1500414 2039988 2168546 2795969 158043 188017 1710517 1940837 22546 64849 1687971 1875988 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 EMOTIONALLY HEALING IN PREPARATION TO RETURN TO THE FIGHT OR TRANSITION SUCCESSFULLY INTO CIVILIAN LIFE. 0 0 2182180 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 MEMBERS.THE ORGANIZATION HAD A PHENOMENAL YEAR IN 2019, WHICH INCLUDED THE FOLLOWING SIGNIFICANT ACCOMPLISHMENTS:- THE NUMBER OF DONORS INCREASED TO 972 IN 2019 (FROM 786 IN 2018).- DONATED PROPERTIES FOR RETREATS INCREASED TO 36 IN 2019 (FROM 28 IN 2018).- MORE THAN 288 SPECIAL OPERATION FORCES AND SPOUSES FROM MORE THAN 16 STATES ATTENDED RETREATS IN 2019.- THE SPECIAL OPERATIONS ADDITIONAL RESOURCES PROGRAM WAS ADDED TO ASSIST WOUNDED OPERATORS AND THEIR FAMILIES WITH IMMEDIATE NEEDS AND CRISIS SUPPORT, EMPLOYMENT PLACEMENT, AND AN ALUMNI PROGRAM TO MEET THE CONTINUED NEEDS OF THE GROWING RETREAT ALUMNI.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.- 93% OF RESPONDENTS BELIEVE THEIR RELATIONSHIP WITH THEIR SPOUSE REMAINS IMPROVED FOLLOWING THE OHF RETREAT (MOST RESPONDENTS WERE SIX MONTHS TO ONE YEAR PAST RETREAT).- 79% OF RESPONDENTS BELIEVE THAT THE PEER TO PEER EXCHANGE DURING THE RETREAT AIDED IN THEIR PERSONAL RECOVERY.- OVER 98% 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 86% REPORTED CONTINUED IMPROVEMENT 6 MONTHS TO A YEAR OR MORE LATER. 117725 THROUGH THE IMMEDIATE NEEDS PROGRAM, THE ORGANIZATION WORKS DIRECTLY WITH THE US SOCOM WARRIOR CARE PROGRAM TO PROVIDE IMMEDIATE FINANCIAL/CRISIS REQUEST ASSISTANCE WITH EMERGENCY MEDICAL, TRAVEL, RESPITE, AND FAMILY NEEDS. ADDITIONALLY, THE PROGRAM PROVIDES ASSISTANCE WITH EMPLOYMENT AND TRANSITION GRANT REQUESTS FOR SPECIAL OPERATIONS SERVICE MEMBERS TRANSITIONING OUT OF THE MILITARY AND MILITARY SPOUSES SEEKING EMPLOYMENT. DURING 2019, THE ORGANIZATION WAS ABLE TO ASSIST 503 FAMILY MEMBERS THROUGH 152 REQUESTS FROM THE UNITED STATE SPECIAL OPERATIONS COMMAND'S WARRIOR CARE PROGRAM UNDER THIS PROGRAM. 2299905 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 7 1 0 0 0 0 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 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 JEFF HUDSON EXECUTIVE DIRECTOR 40.00 X 157267 0 0 JAMES ZUBA DIRECTOR OF DEVELOPMENT 40.00 X 157500 0 0 BILLY DELONG PROGRAM MANAGER 40.00 X 108251 0 0 423018 0 0 3 0 1 0 0 127124 2796652 1220380 2923776 98253 127124 46598 51655 51655 OTHER REVENUE 999999 8555 8555 8555 2983986 8555 0 51655 157267 133677 15727 7863 543140 265555 47310 230275 55574 31499 9937 14138 9437 9437 15000 15000 63983 36567 4112 23304 10949 1624 1617 7708 13284 8635 4649 116615 83470 25883 7262 7976 1195 4686 2095 332 189 113 30 7104 7104 RETREAT EXPENSES 1652275 1619769 743 31763 SOAR PROGRAM EXPENSES 117725 117725 0 0 DONOR RECOGNITION 25308 0 0 25308 2795969 2299905 136881 359183 1595763 879975 1001583 114754 53912 5699 332 0 5367 1710517 1940837 22546 64849 22546 64849 X 1645467 1875988 42504 0 1687971 1875988 1710517 1940837 188017 0 X X 0 1 X 1 0 X 532235 2230773 2067355 2102379 2796652 9729394 532235 2230773 2067355 2102379 2796652 9729394 1433110 8296284 217 37435 224210 187334 449196 10178590 0.81510 0.74400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5699 332 5367 5367 X 2983986 0 2983986 0 2983986 2795969 0 2795969 0 2795969 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 2015 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. 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 MARKEL CRAWFISH BROIL 34638 19250 15388 4495 BIZARRE BAZAAR 190739 107874 82865 1742 40361 0 225377 127124 98253 1742 44856 46598 51655 X X 0 0 0 0 0 0 0 0 0 JEFF HUDSON EXECUTIVE DIRECTOR 157267 0 0 0 0 0 0 0 0 0 157267 0 0 0 JAMES ZUBA DIRECTOR OF DEVELOPMENT 157500 0 0 0 0 0 0 0 0 0 157500 0 0 0 X USE OF PERSONAL HOMES, RESORTS, YACHTS 192 1220380 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 XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OCURRED IN THE CURRENT YEAR.