BETA

OPERATION HEALING FORCES INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
OPERATION HEALING FORCES INC (EIN 45-3798803)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-01
IRS object ID
201711219349300951
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-05-01T12:15:27-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593040705PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RIVERO GORDIMER & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 172359AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33672ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453798803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OPERATION HEALING FORCES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPERBusinessNameControlTxt
Phone7272215071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1380 PARK PLACE BLVD NO 175AddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33759ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF HUDSONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7272215071PhoneNum
Signature2017-04-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAM A LAZZARAPreparerPersonNm
PTINP01342929PTIN
Phone8138757774PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFF HUDSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1380 PARK PLACE BLVD NO 175AddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33759ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,230,990GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://OPERATIONHEALINGFORCES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO SERVE THE NEEDS OF ACTIVE-DUTY AND RECENT-VETERAN WOUNDED,ILL AND INJURED SPECIAL OPERATIONS FORCES (SOF) AND THEIR SPOUSES 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.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$174,215PYContributionsGrantsAmt
CY Contributions Grants$2,230,773CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$217CYOtherRevenueAmt
PY Total Revenue$174,215PYTotalRevenueAmt
CY Total Revenue$2,230,990CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$165,562PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$350,558CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$132,827CYTotalFundraisingExpenseAmt
PY Other Expenses$158,168PYOtherExpensesAmt
CY Other Expenses$899,231CYOtherExpensesAmt
PY Total Expenses$323,730PYTotalExpensesAmt
CY Total Expenses$1,249,789CYTotalExpensesAmt
PY Revenues Less Expenses-$149,515PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$981,201CYRevenuesLessExpensesAmt
Total Assets BOY$52,261TotalAssetsBOYAmt
Total Assets EOY$1,051,993TotalAssetsEOYAmt
Total Liabilities BOY$1,117TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,115TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,144NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,030,878NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 SPOUSES 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,027,006ExpenseAmt
DescTHROUGH THERAPEUTIC RETREATS, THE ORGANIZATION ENABLES THESE WAR-TORN MEN AND WOMEN 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 2016, WHICH INCLUDED THE FOLLOWING SIGNIFICANT ACCOMPLISHMENTS:- THE NUMBER OF DONORS INCREASED TO 263 IN 2016 (FROM 30 IN 2015).- CASH DONATIONS INCREASED TO APPROXIMATELY $1.7 MILLION IN 2016 (FROM $175,000 IN 2015).- DONATED HOMES FOR RETREATS INCREASED TO 12 IN 2016 (FROM 5 IN 2015).- A TOTAL OF 396 SPECIAL OPERATION FORCES AND SPOUSES FROM MORE THAN 75 CITIES AND 11 STATES WILL HAVE ATTENDED RETREATS BY THE END OF 2017.Desc
Total Program Service Expenses$1,027,006TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DESIREE HOLLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7272215071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1380 PARK PLACE BLVD 175AddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33759ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GARY MARKEL
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ANTHONY MARKEL
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JAMES ATTKISSON
TREASURER1.00Yes (X)Yes (X)$0$0$0
JAMES CHADWICK
DIRECTOR1.00Yes (X)$0$0$0
RON CAMPBELL
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA SCHWARZKOPF
DIRECTOR1.00Yes (X)$0$0$0
ROBERT MCBRIDE
DIRECTOR1.00Yes (X)$0$0$0
JEFF HUDSON
EXECUTIVE DIRECTOR40.00Yes (X)$141,750$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$141,750TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,230,773AllOtherContributionsAmt
Noncash Contributions$538,135NoncashContributionsAmt
Total Contributions$2,230,773TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business999999BusinessCd
Total Revenue Column$217TotalRevenueColumnAmt
Related Or Exempt Func Income$217RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$217OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,230,990TotalRevenueColumnAmt
Related Or Exempt Func Income$217RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$141,750TotalAmt
Program Services$94,547ProgramServicesAmt
Management And General$24,551ManagementAndGeneralAmt
Fundraising$22,652FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$179,506TotalAmt
Program Services$119,726ProgramServicesAmt
Management And General$31,114ManagementAndGeneralAmt
Fundraising$28,666FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,258TotalAmt
Program Services$6,216ProgramServicesAmt
Management And General$1,197ManagementAndGeneralAmt
Fundraising$845FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,044TotalAmt
Program Services$14,036ProgramServicesAmt
Management And General$3,647ManagementAndGeneralAmt
Fundraising$3,361FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,574TotalAmt
Management And General$3,574ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,763TotalAmt
Management And General$2,763ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,371TotalAmt
Program Services$2,928ProgramServicesAmt
Management And General$10,265ManagementAndGeneralAmt
Fundraising$3,178FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,888TotalAmt
Program Services$21,221ProgramServicesAmt
Management And General$3,022ManagementAndGeneralAmt
Fundraising$8,645FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,199TotalAmt
Program Services$604ProgramServicesAmt
Management And General$1,263ManagementAndGeneralAmt
Fundraising$1,332FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,859TotalAmt
Program Services$8,346ProgramServicesAmt
Management And General$4,513ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$103,071TotalAmt
Program Services$88,370ProgramServicesAmt
Management And General$2,149ManagementAndGeneralAmt
Fundraising$12,552FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,316TotalAmt
Program Services$538ProgramServicesAmt
Management And General$1,240ManagementAndGeneralAmt
Fundraising$538FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RETREAT EXPENSES$670,434$670,434
PROSPECT RECEPTIONS$36,881$40$658$36,183
DONOR RECOGNITION$14,875$14,875

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,249,789TotalAmt
Program Services$1,027,006ProgramServicesAmt
Management And General$89,956ManagementAndGeneralAmt
Fundraising$132,827FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$49,577BOYAmt
EOY$942,250EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$109,743EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$450BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,234BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,261BOYAmt
EOY$1,051,993EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$21,115EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,117BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,117BOYAmt
EOY$21,115EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
EOY$982,260EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$48,618EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,144BOYAmt
EOY$1,030,878EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,261BOYAmt
EOY$1,051,993EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$981,201ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$1,467OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$172,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$194,031CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$373,135CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$532,235CurrentTaxYearMinus1YearAmt
Current Tax Year$2,230,773CurrentTaxYearAmt
Total$3,502,846TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$172,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$194,031CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$373,135CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$532,235CurrentTaxYearMinus1YearAmt
Current Tax Year$2,230,773CurrentTaxYearAmt
Total$3,502,846TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,626,975SubstantialContributorsTotAmt
Public Support Total170$1,875,871PublicSupportTotal170Amt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$217CurrentTaxYearAmt
Total$217TotalAmt
FieldValueIRS element (for citing)
Total Support$3,503,063TotalSupportAmt
Public Support CY1700.53550PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,230,990TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,230,990RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,230,990TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,249,789TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,249,789ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,249,789TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS AFTER 2012 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescUSE OF PERSONAL HOMES, YACHTSDesc
Contribution50ContributionCnt
Noncash Contributions Rpt F990$538,135NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationUSE OF PERSONAL HOMES, YACHTS AND OTHER ITEMS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2GARY MARKEL AND ANTHONY MARKEL ARE BROTHERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE ORGANIZATION'S PRESIDENT AND EXECUTIVE DIRECTOR. THE 990 IS THEN DISTRIBUTED TO THE FULL BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CALL 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 15ATHE 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:PRIOR YEAR NET ASSET ADJUSTMENT -1,467.
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THIS IS THE FIRST YEAR THAT THE ORGANIZATION HAS UNDERGONE AN INDEPENDENT AUDIT. THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR SELECTION OF THE AUDITOR AND ASSUME OVERSIGHT OF THE AUDIT PROCESS.

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