OPERATION HELO INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OPERATION HELO INC (EIN 33-1291330)
- Tax period
- 2024-10-02 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349302313
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:42:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820886446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYSON CHILDRESS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 506 | AddressLine1Txt |
| City | LOCUST | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-02 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331291330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION HELO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPER | BusinessNameControlTxt |
| Phone | 9846872490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19824 WEST CATAWBA AVENUE SUITE E | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK RUFFIN | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 9846872490 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIAN S CHILDRESS CPA | PreparerPersonNm |
| PTIN | P02310812 | PTIN |
| Phone | 7048881272 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | TONY MARKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19824 WEST CATAWBA AVENUE SUITE E | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,314,926 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPERATIONHELO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2024 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | OPERATION HELO IS A VOLUNTEER-LED DISASTER RELIEF ORGANIZATION BRINGING HELP AND HOPE FROM THE SKIES. USING THE POWER OF AVIATION AND A COALITION OF SKILLED VOLUNTEERS, VETERANS, AND PILOTS, WE REACH THE UNREACHABLE IN THEIR DARKEST HOURS. WE DELIVER LIFE-SAVING SUPPORT, BRIDGE THE GAPS TRADITIONAL RELIEF CANNOT, AND STAY UNTIL RECOVERY IS COMPLETE. NO COMMUNITY SHOULD FACE DISASTER ALONE, AND WE MAKE SURE THEY NEVER DO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $5,314,676 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $250 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| CY Total Revenue | $5,314,926 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $48,317 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,926 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $333,554 | CYOtherExpensesAmt |
| CY Total Expenses | $381,871 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $4,933,055 | CYRevenuesLessExpensesAmt |
| Total Assets EOY | $4,971,426 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $38,371 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances EOY | $4,933,055 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OPERATION HELO IS A VOLUNTEER-LED DISASTER RELIEF ORGANIZATION BRINGING HELP AND HOPE FROM THE SKIES. USING THE POWER OF AVIATION AND A COALITION OF SKILLED VOLUNTEERS, VETERANS, AND PILOTS, WE REACH THE UNREACHABLE IN THEIR DARKEST HOURS. WE DELIVER LIFE-SAVING SUPPORT, BRIDGE THE GAPS TRADITIONAL RELIEF CANNOT, AND STAY UNTIL RECOVERY IS COMPLETE. NO COMMUNITY SHOULD FACE DISASTER ALONE, AND WE MAKE SURE THEY NEVER DO. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $189,393 | ExpenseAmt |
| Revenue | $2,809,566 | RevenueAmt |
| Desc | OUR RESPONSE PROGRAM SUPPORTED RAPID MOBILIZATION FOLLOWING SEVERE WEATHER AND FLOODING IN NORTH CAROLINA. WORKING ALONGSIDE LOCAL EMERGENCY MANAGEMENT AND FIRE/EMS, WE STAGED EQUIPMENT, ESTABLISHED SAFE ACCESS/LANDING ZONES, AND MOVED CRITICAL SUPPLIES INTO ISOLATED COMMUNITIES. VOLUNTEER TEAMS EXECUTED AIR AND GROUND LOGISTICS TO ACCELERATE RELIEF, REDUCE RESPONDER FATIGUE, AND SHORTEN THE TIME TO COMMUNITY STABILIZATION (SEE VOLUNTEER METRICS REPORTED IN SCHEDULE O). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $95,532 | ExpenseAmt |
| Revenue | $2,227,273 | RevenueAmt |
| Desc | OUR RECOVERY PROGRAM SUSTAINED FAMILIES THROUGH TEMPORARY HOUSING SUPPORT (INCLUDING PURCHASED/DONATED CAMPER HOMES) AND ESSENTIAL HOUSEHOLD STABILIZATION WHERE DISASTERS CAUSED PROLONGED DISPLACEMENT. IN PARTNERSHIP WITH LOCAL OFFICIALS AND COMMUNITY GROUPS, WE COORDINATED PLACEMENTS AND PROVIDED SEASONAL ESSENTIALS WHERE NEEDED, PRIORITIZING THE MOST VULNERABLE HOUSEHOLDS. THESE ACTIVITIES COMPLEMENT RESPONSE OPERATIONS AND IMPROVE LONG TERM RESILIENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $284,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | Yes (true) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (true) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION HELO INC | BusinessNameLine1Txt |
| Business Name Line2 | OPERATION HELO INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9846872490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19824 WEST CATAWBA AVENUE SUITE E | AddressLine1Txt |
| Address Line2 | 19824 WEST CATAWBA AVENUE SUITE E | AddressLine2Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MATT MCSWAIN | ||||||
| EXECUTIVE DI | 20.00 | Yes (X) | Yes (X) | $26,024 | $0 | $0 |
| ERIC ROBINSON | ||||||
| DIRECTOR/SEC | 20.00 | Yes (X) | Yes (X) | $22,293 | $0 | $0 |
| TONY MARKS | ||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RICK RUFFIN | ||||||
| DIRECTOR/TRE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| GREG SIMMONS | ||||||
| VICE CHAIRMA | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,317 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $5,314,676 | AllOtherContributionsAmt |
| Noncash Contributions | $214,424 | NoncashContributionsAmt |
| Total Contributions | $5,314,676 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,314,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,317 | TotalAmt |
| Program Services | $43,486 | ProgramServicesAmt |
| Management And General | $2,416 | ManagementAndGeneralAmt |
| Fundraising | $2,415 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,385 | TotalAmt |
| Management And General | $19,385 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,808 | TotalAmt |
| Management And General | $13,199 | ManagementAndGeneralAmt |
| Fundraising | $6,609 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,225 | TotalAmt |
| Management And General | $9,225 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $13,500 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,626 | TotalAmt |
| Management And General | $194 | ManagementAndGeneralAmt |
| Fundraising | $3,432 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,470 | TotalAmt |
| Fundraising | $8,470 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67 | TotalAmt |
| Program Services | $67 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,394 | TotalAmt |
| Program Services | $13,394 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SMALL TOOLS & EQUIPMENT | $58,408 | $58,408 | |
| SUPPLIES | $38,077 | $38,077 | |
| REIMBURSABLE EXPENSES | $36,832 | $21,939 | $14,893 |
| FUEL | $31,021 | $31,021 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,241 | TotalAmt |
| Program Services | $65,033 | ProgramServicesAmt |
| Management And General | $15,208 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,871 | TotalAmt |
| Program Services | $284,925 | ProgramServicesAmt |
| Management And General | $76,020 | ManagementAndGeneralAmt |
| Fundraising | $20,926 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,105,331 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $500,250 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $871,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,433 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,478,256 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,971,426 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $38,371 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $38,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$29,282 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,962,337 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,933,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,971,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,933,055 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,314,676 | CurrentTaxYearAmt |
| Total | $5,314,676 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,314,676 | CurrentTaxYearAmt |
| Total | $5,314,676 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $471,253 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,843,423 | PublicSupportTotal170Amt |
| Total Support | $5,314,676 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $250 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91130 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $67 | DepreciationAmt |
| Book Value | $16,433 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,433 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DISASTER AREAS CAMPERS | $2,268,571 | C |
| DISASTER AREA CAMPERS - IN KIND | $209,685 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,478,256 | TotalBookValueProgramRltdAmt |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp (2 entries)
| Rln Disqualified Person OrgRlnDisqualifiedPersonOrgTxt | TransactionTransactionDesc | Transaction CorrectedTransactionCorrectedInd |
|---|---|---|
| MATT MCSWAIN | ||
| EXECUTIVE DIRECTOR | SEE SCHEDULE L PART V | Yes (true) |
| ERIC ROBINSON | ||
| SECRETARY/DIRECTOR | SEE SCHEDULE L PART V | Yes (true) |
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| N777NC LLC | |||||||
| OWNED BY OFFICER | EQUIPMENT PURCHASE | Yes (X) | $569,564 | $569,564 | false | false | false |
| BUSH BLADE AVIATION LLC | |||||||
| OFFICER OWNED | FUNDRASING PLATFORM FUNDS | Yes (X) | $301,592 | $301,592 | false | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $871,156 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Business Name Line2NameOfInterested/BusinessName/BusinessNameLine2Txt | Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|---|
| ACME AEROFAB LLC | ||||
| ACME AEROFAB LLC | OFFICER OWNED | $35,755 | LABOR/EXPENSE REIMB. | false |
| ACME AEROFAB LLC | ||||
| ACME AEROFAB LLC | OFFICER OWNED | $15,000 | ACCRUED LEASE | false |
| LAKE NORMAN LAW FIRM | ||||
| LAKE NORMAL LAW FIRM | DIRECTOR OWNED | $19,385 | LEGAL SERVICES | false |
| MATT MCSWAIN | ||||
| MATT MCSWAIN | OFFICER | $12,500 | PURCHASE FOR FORD | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | ADDITIONAL INFORMATION - EXCESS BENEFIT TRANSACTION FROM CURRENT YEAR: MATT MCSWAIN IN HIS CAPACITY AS EXECUTIVE DIRECTOR OF OHI, PURCHASED EQUIPMENT WITHOUT PRIOR APPROVAL OF THE BOARD OF DIRECTORS OF OHI. SOME EQUIPMENT PURCHASED WAS PURCHASED BY LLCS OWNED BY MR. MCSWAIN, WHICH EQUITY INTERESTS (AND THE TITLE OF THE EQUIPMENT) WAS TRANSFERRED BACK TO OHI IN Q2 OF 2025. THE BOARD BELIEVES THESE FUNDS WERE TRANSFERRED AS A RESULT OF A MISCOMMUNICATION BETWEEN THE BOARD AND MR. MCSWAIN. MR. MCSWAIN IS NO LONGER A MEMBER OF THE BOARD OF DIRECTORS OR AN OFFICER OF OHI. ERIC ROBINSON IN HIS CAPACITY AS SECRETARY/DIRECTOR OF OHI, TRANSFERRED FUNDS RECEIVED ON A FUNDRAISING PLATFORM TO A BANK ACCOUNT OWNED BY AN ENTITY UNDER MR. ROBINSON'S CONTROL. THESE FUNDS WERE TRANSFERRED BACK TO OHI, AND/OR UTILIZED TO PAY EXPENSES OF OHI AS APPROVED BY THE BOARD OF DIRECTORS OF OHI. THE BOARD BELIEVES THESE FUNDS WERE TRANSFERRED AS A RESULT OF A MISCOMMUNICATION BETWEEN THE BOARD AND MR. ROBINSON. ADDITIONAL INFORMAITON - LOANS TO/FROM INTERESTED PERSONS: LOANS/RECEIVABLES FROM OFFICERS/RELATED ENTITIES FROM N777NC LLC AND BUSH BLADE AVIATION LLC THAT WERE OUTSTANDING AS OF DECEMBER 31, 2024 WERE FULLY SATISFIED/COLLECTED IN 2025. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $739 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CAMPERS | Desc |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $209,685 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | OPERATION HELO IS A VOLUNTEER-LED DISASTER RELIEF ORGANIZATION BRINGING HELP AND HOPE FROM THE SKIES. USING THE POWER OF AVIATION AND A COALITION OF SKILLED VOLUNTEERS, VETERANS, AND PILOTS, WE REACH THE UNREACHABLE IN THEIR DARKEST HOURS. WE DELIVER LIFE-SAVING SUPPORT, BRIDGE THE GAPS TRADITIONAL RELIEF CANNOT, AND STAY UNTIL RECOVERY IS COMPLETE. NO COMMUNITY SHOULD FACE DISASTER ALONE, AND WE MAKE SURE THEY NEVER DO. |
| FORM 990, PAGE 1, PART I, LINE 6 | THE NUMEROUS VOLUNTEERS OF OPERATION HELO, INC. HAVE PROVIDED NEEDED ASSITANCE IN THE VARIOUS MISSIONS OF THE ENTITY. THESE INCLUDE (1) AIR MISSIONS: OVER 4,000 HELICOPTER MISSIONS SPANNING 5,273 SQUARE MILES PROVIDING RAPID RESPONSE. THESE MISSIONS DELIVERED CRITICAL AID (2,000,000+ POUNDS OF SUPPLIES) AND URGENT EVACUATIONS (450+). ADDITIONALLY, VOLUNTEERS HAVE HELPED ESTABLISH 167 LANDING ZONES CREATING SAFE ACCESS POINTS IN THE HEART OF DISASTER ZONES. (2) CAMPER MISSIONS: VOLUNTEERS HAVE DELIVERED CAMPERS WHICH PROVIDED SHELTER AND HOPE TO FAMILIES DISPLACED FROM THEIR HOMES. (3) WINTER WARMTH: PROVIDED HOLIDAY MEALS AND GIFTS TO FAMILIES AND CHILDREN IMPACTED BY NATURAL DISASTERS. PROVIDED WARMTH TO FAMILIES THROUGH HEATING EQUIPMENT/FUELS. (4) RESTORING ROOTS & REBUILDING LIVES: PURCHASED BUILDING SUPPLIES FOR REPAIRS TO DAMAGED HOMES. |
| FORM 990, PAGE 6, PART VI, LINE 2 | LAKE NORMAN LAW TONY MARKS DIRECTOR DIRECTOR BUSINESS ATTORNEY |
| FORM 990, PAGE 6, PART VI, LINE 5 | ON SEPTEMBER 27, 2024, HURRICANE HELENE BROUGHT SEVERE WEATHER, HISTORIC FLOODING, AND WIDESPREAD DAMAGE TO WESTERN NORTH CAROLINA. OPERATION HELO, INC. (OHI) WAS ORGANIZED ON OCTOBER 2, 2024, AS A NORTH CAROLINA NONPROFIT TO ASSIST WITH WIDESPREAD RECOVERY EFFORTS FOCUSED ON GETTING MUCH NEEDED RESOURCES TO DEVASTATED AREAS. ON NOVEMBER 27, 2024, OHI RECEIVED FEDERAL RECOGNITION AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), WITH RETROACTIVE STATUS TO OCTOBER 2, 2024. OHI CONTINUES TO PROVIDE DISASTER RESPONSE, VOLUNTEER AIR AND GROUND SERVICES, FIRST-RESPONDER AND EMERGENCY MANAGEMENT SUPPORT, AND SUPPLIES AND TEMPORARY HOUSING THROUGHOUT THE UNITED STATES. DURING THE 2025 TAX YEAR, THE ORGANIZATION BECAME AWARE OF A SIGNIFICANT DIVERSION OF ITS ASSETS. WITHOUT THE KNOWLEDGE OR APPROVAL OF OHIS BOARD OF DIRECTORS (BOARD), TWO INDIVIDUALS WHO WERE ALSO OFFICERS OF THE COMPANY, ENGAGED IN THE UNAUTHORIZED USE OF ORGANIZATIONAL FUNDS TO ACQUIRE AND/OR HOLD TITLE TO ASSETS AND TO TRANSFER FUNDS TO ACCOUNTS OUTSIDE OF THE ORGANIZATIONS CONTROL. BETWEEN OCTOBER 2024 AND MARCH 2025, OHI FUNDS WERE USED AS FOLLOWS: 125,000 FOR A TRAILER, 124,064 FOR VEHICLES, AND 690,000 FOR CAPITAL EQUIPMENT INCLUDING AIRCRAFT EQUIPMENT. ADDITIONALLY, APPROXIMATELY 312,992 OF ONLINE FUNDRAISING PROCEEDS WERE TRANSFERRED TO A LIMITED LIABILITY COMPANY FORMED BY ONE INDIVIDUAL. A PORTION OF THOSE FUNDS WERE USED FOR DISBURSEMENTS MADE ON BEHALF OF OHI, INCLUDING A 75,000 PAYMENT TO A RELATED PARTY. THE AGGREGATE DIVERTED AMOUNTS EXCEEDED THE 990 REPORTING THRESHOLD. DURING THIS PERIOD, OHI AND THE OTHER INDIVIDUALS ON THE BOARD NEITHER KNEW NOR HAD REASON TO KNOW OF THESE TWO INDIVIDUALS UNAUTHORIZED PURCHASES. OHI DISCOVERED THESE MATTERS IN APRIL 2025 AND BEGAN TO PROMPTLY ADDRESSED THEM. THE BOARD CONVENED, AND THE SPECIFIC INDIVIDUAL PRIMARILY RESPONSIBLE FOR THE UNAUTHORIZED PURCHASES RESIGNED. TO MAKE OHI FINANCIALLY WHOLE TO THE GREATEST EXTENT POSSIBLE, THE BOARD SECURED OWNERSHIP OR RETITLING OF ASSETS TO THE ORGANIZATION (INCLUDING OBTAINING 100% OWNERSHIP OF EQUITY INTERESTS IN ENTITIES HOLDING OHI ASSETS), RECOVERED FUNDS TO THE EXTENT PRACTICABLE, AND DIRECTED DISPOSITION OF UNNECESSARY ASSETS, WITH THE PROCEEDS APPLIED TO FURTHER OHIS EXEMPT PURPOSES AND MISSION. ADDITIONALLY, ALL UNUSED FUNDS RAISED ON THE ONLINE PLATFORM WERE RETURNED TO OHI IN JULY 2025, AND OHI HAS ENSURED THAT ANY UNRETURNED FUNDS WERE UTILIZED FOR THE ORGANIZATIONS BENEFIT. THE ORGANIZATION RECORDED RECEIVABLES TO REFLECT AMOUNTS DUE BACK FROM THE RELATED ENTITIES AND INDIVIDUALS AS OF DECEMBER 31, 2024, AND SUBSTANTIALLY ALL OF OHIS ASSETS HAVE BEEN RECOVERED AS OF JULY 31, 2025. NO FOUNDATION MANAGER AUTHORIZED, APPROVED, OR KNOWINGLY PERMITTED THE DIVERSION. OHI AND ITS BOARD UNDERSTAND SUCH TRANSACTIONS ARE IMPERMISSIBLE AND OHI HAS IMPLEMENTED AND CONTINUES TO IMPLEMENT CONTROLS AND PROCEDURES AND ENHANCED GOVERNANCE AND OVERSIGHT TO AVOID SUCH TRANSACTIONS IN THE FUTURE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO ELECTRONIC FILING WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION REQUIRES THAT OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSE ANY FINANCIAL INTERESTS IN ENTITIES THAT DO BUSINESS WITH THE ORGANIZATION ANNUALLY. OFFICERS AND DIRECTORS SHALL RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE CONCERNING A TRANSACTION WHERE A CONFLICT OF INTEREST MAY EXIST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FORM 990 IS HELD ONSITE AT THE CORPORATE OFFICE OF THE ENTITY AND IS AVAILABLE FOR PUBLIC INSPECTION BY ANYONE WHO MAKES THE REQUEST. THE BOARD OF DIRECTORS MAY ALSO BE CONTACTED TO MAKE THIS REQUEST. |
| FORM 990, PART IX, LINE 24E | SUBCONTRACTOR COSTS 26,413 0 0 MEALS 10,951 5,385 0 SALES TAX 9,476 0 0 REBUILDING 9,000 0 0 BANK SERVICE CHARGES 0 3,768 0 FLIGHT FEES 3,575 0 0 PILOT RECOGNITION 3,014 0 0 OTHER BUSINESS EXPENSES 0 2,256 0 SOCIAL MEDIA 0 2,100 0 HEATING SUPPLIES 2,000 0 0 BUSINESS LICENSES 0 1,099 0 REPAIR & MAINTENANCE 535 0 0 CHARITABLE DONATION 0 400 0 JANITORIAL 0 200 0 POSTAGE 69 0 0 TOTAL 65,033 15,208 0 |
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