Operation Recovery INC

Tax-deductible

Lake Wales, FL501(c)(3)Human ServicesEIN 84-4836118Revenue $605K in FY2024

On file with the IRS23781 US Highway 27, 33859-7802 · Lake Wales, FLTax-exempt since Apr 2020Publicly supported charity — 170(b)(1)(A)(vi)

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At Operation Recovery, we serve our nation's heroes: veterans, first responders, and their families. We do this by providing awareness and support for veterans and first responders through supplies, training, housing, health services as well as community events, and to provide charitable support for distressed

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Run by 150 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average surplus $9K a year · under 1% of revenue · last 4 filings
Worth a look: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$298K
to officers and key staff · 29% of spending
Top officer’s pay higher than 93% of similar orgs
Worth a look: pay to officers and key staff is 29% of spending; over 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $342K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 3 voting members
Worth a look: 1 of 3 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$605K
-61% vs prior year
Spent
$1.0M
To programs
80%
Net assets
$109K
By yearFY2021–FY2024
Revenue
$605K
FY2024▼ -61%
Tap a bar for its year
Revenue by fiscal year
FY2021$9.5M
FY2022$1.2M
FY2023$1.6M
FY2024$605K
Expenses
$1.0M
FY2024▼ -39%
Tap a bar for its year
Expenses by fiscal year
FY2021$8.2M
FY2022$1.9M
FY2023$1.7M
FY2024$1.0M
Net assets
$109K
FY2024▼ -79%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.3M
FY2022$559K
FY2023$524K
FY2024$109K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2020.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $812K Management & general 20% · $207K

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

4 people listed on the 990; $298K paid to officers and key staff.

Part VII, Section A · reportable compensation
$120,000Pt VII · Sec A
President
$100,000Pt VII · Sec A
$78,154Pt VII · Sec A
$0Pt VII · Sec A

Ian Patterson’s $120K as Director is at the 93rd percentile of top reported officer pay among 2168 $100K–1M 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 · 5 named individuals · Part VII

NameFY2024FY2023FY2022
Jon Collette$100,000$100,961$150,000
Ian Patterson$120,000$43,846—
Wesley Wrather——$86,154
Joseph Olzacki$78,154——
Kenneth Dilallo—$47,785$63,635

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides supplies, training, housing, and health services to veterans, first responders, and their families.

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Provided by the organization

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3 programs · $812K · in their own filed words · FY2024
01

Operation recovery's involvement in ukraine is driven by the resilience and courage displayed by the ukrainian people since the spring of 2022 when the conflict escalated significantly. Witnessing the strength of over six million internally displaced persons, particularly women and children, and the steadfast spirit of an additional…

$477Kprogram expense
02

Heroes wellness collective (HWC) is an initiative of operation recovery that provides holistic wellness support for veterans, first responders, and their families. HWC offers a secure, peer-driven platform combining traditional and non-traditional mental health resources, 24/7 community access, and professional services.

$209Kprogram expense
03

Due to the collapse of afghanistan in fall of 2021, from august 2021-PRESENT day, we offered humanitarianassistance, relocation services, and immigration resources to american citizens, green card holders, andallies of america abroad through their journey from afghanistan. Approx.

$127Kprogram 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 · FY2024
Total grants receivedfrom 3 funders$342K
See all 3 funders →
Grants paid · 3 grants · $1.2M · 2021–2021
United Afghan American CoalitionFY2021$722,390
Task Force PineappleVA · FY2021$500,000
Spero WorldwideVA · FY2021$10,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$605K
Ln 12
Gifts and grantsLn 1h$602K
Investment incomeLn 3$3K
Money outPt IX
$1.0M
Ln 25
Programscol B$812K
Managementcol C$207K
Owns and owesPt X
$109K
net assets · Ln 32
Cash and savingsLn 1–2$105K
Total assetsLn 16$109K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A3
Voting boardVI 1a3
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$602K
Investment incomeLn 3$3K
Total revenueLn 12$605K
Assets in detailPt X, end of year
CashLn 1$32K
SavingsLn 2$72K
Cash and savings togetherLn 1–2$105K
Total assetsLn 16$109K
LiabilitiesLn 26$0
Net assetsLn 32$109K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6150
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 FY24End FY24
Cash and savingsLn 1–2$519K$105K
Total assetsLn 16$524K$109K
LiabilitiesLn 26$0$0
Net assetsLn 32$524K$109K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$417K$280K$137K
Payroll taxesLn 10$34K$21K$13K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$6K$6K
Other fees for servicesLn 11g$511K$511K$496
Advertising and promotionLn 12$9K$9K
Information technologyLn 14$10K$10K
TravelLn 17$16K$16K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$9K$9K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$1.0M$812K$207K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $605K$1.0M−$414K$109K 990 PDF
FY2023 $1.6M$1.7M−$109K$524K 990 PDF
FY2022 $1.2M$1.9M−$779K$559K 990 PDF
FY2021 $9.5M$8.2M$1.3M$1.3M 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 FY2024 990 (6 parts)
Part I · Summary $605,243 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,555,314$602,381
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $5,663$2,862
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,560,977$605,243
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 $368,649$451,012
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,301,459$568,500
I-18 Total expensesPrior year $1,670,108$1,019,512
I-19 Revenue less expensesPrior year −$109,131−$414,269
Part VI · Governance 1 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members1
VI-2 Family or business relationship among officers or directorsNo
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 $605,243 across 4 lines filed
VIII-1f All other contributions, gifts and grants$602,381
VIII-1h Total contributions, gifts and grants$602,381
VIII-3 Investment incomeRelated to mission $2,862$2,862
VIII-12 Total revenueRelated to mission $2,862 · Unrelated business $0 · Excluded from tax $0$605,243
Part IX · Statement of functional expenses $1,019,512 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $280,096 · Management $136,569$416,665
IX-10 Payroll taxesPrograms $21,301 · Management $13,046$34,347
IX-11b Legal feesManagement $2,025$2,025
IX-11c Accounting feesManagement $6,000$6,000
IX-11g Other fees for servicesPrograms $510,920 · Management $496$511,416
IX-12 Advertising and promotionManagement $8,812$8,812
IX-14 Information technologyManagement $10,472$10,472
IX-17 TravelManagement $15,567$15,567
IX-23 InsuranceManagement $2,627$2,627
IX-24 Other expenses (24a–d)Management $8,916$8,916
IX-24e All other expensesManagement $2,665$2,665
IX-25 Total functional expensesPrograms $812,317 · Management $207,195 · Fundraising $0$1,019,512
Part X · Balance sheet $109,236 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $21,703$32,426
X-2 Savings and temporary cash investmentsStart of year $497,212$72,220
X-8 Inventories for sale or useStart of year $4,590$4,590
X-16 Total assetsStart of year $523,505$109,236
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $523,505$109,236
X-32 Total net assets or fund balancesStart of year $523,505$109,236
X-33 Total liabilities and net assetsStart of year $523,505$109,236
Part XI · Reconciliation of net assets $109,236 net assets at year end
XI-1 Total revenue$605,243
XI-2 Total expenses$1,019,512
XI-3 Revenue less expenses−$414,269
XI-4 Net assets at start of year$523,505
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$109,236

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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