Operation Healing Forces INC FY2020 filing

Tax-deductible

Tampa, FL501(c)(3)Since 2011Human ServicesEIN 45-3798803Revenue $3.0M in FY2020

On file with the IRSoperationhealingforces.org5100 W Kennedy Blvd Ste 100, 33609-1875 · Tampa, FLTax-exempt since Mar 2012Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$463K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $95K a year · 2% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$463K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $75K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$35K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.0M
Spent
$2.8M
To programs
82%
Net assets
$2.1M
By yearFY2020–FY2025
Revenue
$3.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.0M
FY2021$4.3M
FY2022$4.6M
FY2023$5.0M
FY2024$5.9M
FY2025$7.0M
Expenses
$2.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.8M
FY2021$4.0M
FY2022$5.0M
FY2023$4.8M
FY2024$5.4M
FY2025$6.9M
Net assets
$2.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.1M
FY2021$2.3M
FY2022$1.8M
FY2023$2.0M
FY2024$2.4M
FY2025$2.4M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $2.3M Management & general 5% · $137K Fundraising 13% · $370K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $463K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$174,154Pt VII · Sec A
Director of Development
$171,144Pt VII · Sec A
Program Manager
$117,789Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kerry Irvin’s $183K as Chief Executive Officer is at the 86th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jeff Hudson——$142,476$184,897$178,026$174,154
Kerry Irvin$182,740$174,231$173,250$131,711——
James Zuba————$173,231$171,144
Billy Delong$134,453$129,490$132,971$125,402$119,461$117,789
Desiree Holley$124,340$120,295$116,308———
Chris Stowe$111,606$105,518————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps wounded special operations forces and their families heal mentally, physically, and emotionally.

Provided by the organization

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2 programs · $2.3M · in their own filed words · FY2020
01

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.

$1.9Mprogram expense
02

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.

$352Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
See all 6 funders →
Grants paid · 4 grants · $3.8M · 2022–2025
Unitemized GrantFY2025$1,052,820
Unitemized GrantFY2024$893,761
Unitemized GrantFY2023$944,421
Unitemized GrantFY2022$949,262

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.0M
Ln 12
Gifts and grantsLn 1h$3.0M
Other incomeLn 4–11$23K
Money outPt IX
$2.8M
Ln 25
Programscol B$2.3M
Managementcol C$137K
Fundraisingcol D$370K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$2.1M
LiabilitiesLn 26$35K
PeoplePt VI, VII
17
listed · VII A
PaidVII A3
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.0M
Government grantsLn 1e$103K
Noncash giftsLn 1g$742K
Other incomeLn 4–11$23K
Total revenueLn 12$3.0M
Assets in detailPt X, end of year
CashLn 1$970K
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$2.0M
Land, buildings, equipmentLn 10c$4K
Total assetsLn 16$2.1M
LiabilitiesLn 26$35K
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 510
VolunteersI 6188
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.9M$2.0M
Land, buildings, equipmentLn 10c$5K$4K
Total assetsLn 16$1.9M$2.1M
LiabilitiesLn 26$65K$35K
Net assetsLn 32$1.9M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$463K$266K$17K$180K
Other salaries and wagesLn 7$379K$293K$42K$44K
Payroll taxesLn 10$71K$47K$5K$19K
Legal feesLn 11b$4K$114$4K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$7K$7K
Office expensesLn 13$117K$52K$11K$54K
Information technologyLn 14$29K$12K$2K$15K
OccupancyLn 16$13K$13K
TravelLn 17$78K$62K$16K
Conferences, conventions and meetingsLn 19$32K$2K$25K$5K
Depreciation, depletion and amortizationLn 22$1K$684$388$68
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$1.6M$1.5M$139$26K
Total functional expensesLn 25$2.8M$2.3M$137K$370K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $7.0M$6.9M$8K$2.4M 990 PDF
FY2024 $5.9M$5.4M$458K$2.4M 990 PDF
FY2023 $5.0M$4.8M$144K$2.0M 990 PDF
FY2022 $4.6M$5.0M−$458K$1.8M 990 PDF
FY2021 $4.3M$4.0M$203K$2.3M 990 PDF
FY2020 Viewing $3.0M$2.8M$212K$2.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,993,296 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,923,776$2,970,362
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $60,210$22,934
I-12 Total revenuePrior year $2,983,986$2,993,296
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $755,981$912,650
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,039,988$1,868,518
I-18 Total expensesPrior year $2,795,969$2,781,168
I-19 Revenue less expensesPrior year $188,017$212,128
Part VI · Governance 14 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,993,296 across 7 lines filed
VIII-1e Government grants$103,300
VIII-1f All other contributions, gifts and grants$2,867,062
VIII-1g Noncash contributions (included above)$742,112
VIII-1h Total contributions, gifts and grants$2,970,362
VIII-8 Net income from fundraising eventsExcluded from tax $20,461$20,461
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,473$2,473
VIII-12 Total revenueRelated to mission $2,473 · Unrelated business $0 · Excluded from tax $20,461$2,993,296
Part IX · Statement of functional expenses $2,781,168 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $265,819 · Management $17,415 · Fundraising $179,852$463,086
IX-7 Other salaries and wagesPrograms $293,118 · Management $42,043 · Fundraising $43,846$379,007
IX-10 Payroll taxesPrograms $46,566 · Management $4,941 · Fundraising $19,050$70,557
IX-11b Legal feesManagement $114 · Fundraising $3,702$3,816
IX-11c Accounting feesManagement $14,000$14,000
IX-11g Other fees for servicesFundraising $7,000$7,000
IX-13 Office expensesPrograms $52,286 · Management $10,636 · Fundraising $53,670$116,592
IX-14 Information technologyPrograms $12,197 · Management $2,269 · Fundraising $14,899$29,365
IX-16 OccupancyManagement $13,284$13,284
IX-17 TravelPrograms $62,003 · Fundraising $16,393$78,396
IX-19 Conferences, conventions and meetingsPrograms $2,056 · Management $24,603 · Fundraising $5,349$32,008
IX-22 Depreciation, depletion and amortizationPrograms $684 · Management $388 · Fundraising $68$1,140
IX-23 InsuranceManagement $7,636$7,636
IX-24 Other expenses (24a–d)Programs $1,539,125 · Management $139 · Fundraising $26,017$1,565,281
IX-25 Total functional expensesPrograms $2,273,854 · Management $137,468 · Fundraising $369,846$2,781,168
Part X · Balance sheet $2,123,300 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $879,975$969,750
X-2 Savings and temporary cash investmentsStart of year $1,001,583$1,003,650
X-3 Pledges and grants receivableStart of year $53,912$145,673
X-10c Land, buildings and equipment, netStart of year $5,367$4,227
X-16 Total assetsStart of year $1,940,837$2,123,300
X-17 Accounts payable and accrued expensesStart of year $64,849$35,184
X-26 Total liabilitiesStart of year $64,849$35,184
X-27 Net assets without donor restrictionsStart of year $1,875,988$1,992,443
X-28 Net assets with donor restrictions$95,673
X-32 Total net assets or fund balancesStart of year $1,875,988$2,088,116
X-33 Total liabilities and net assetsStart of year $1,940,837$2,123,300
Part XI · Reconciliation of net assets $2,088,116 net assets at year end
XI-1 Total revenue$2,993,296
XI-2 Total expenses$2,781,168
XI-3 Revenue less expenses$212,128
XI-4 Net assets at start of year$1,875,988
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,088,116

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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