2024-03-12T23:23:40-05:00 2023-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-01-01 200103575 OPERATION GRATITUDE INC OPER 8189607878 POST OFFICE BOX 260257 ENCINO CA 91426 STEVEN WILLETT CFO CFO 8189607878 2024-03-12 1 STEVEN WILLETT CFO 999009999 0 BRIAN YACKER P00401346 9492222999 2024-03-08 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROLYN BLASHEK POST OFFICE BOX 260257 ENCINO CA 91426 6594871 0 X WWW.OPERATIONGRATITUDE.COM X 2003 CA OPERATION GRATITUDE PROVIDES OPPORTUNITIES TO SAY THANK YOU TO OUR MILITARY & FIRST RESPONDERS. 7 7 52 85000 0 0 21701489 6224145 0 0 475406 105062 0 0 22176895 6329207 16689692 3782668 0 0 4156386 1983992 0 0 424767 4914464 1328343 25760542 7095003 -3583647 -765796 15819627 15067276 768524 507554 15051103 14559722 X OPERATION GRATITUDE HONORS OUR MILITARY AND FIRST RESPONDERS BY PROVIDING OPPORTUNITIES FOR AMERICANS TO EXPRESS THEIR GRATITUDE. 0 0 5940581 3782668 OPERATION GRATITUDE, INC., HAS A MISSION TO HONOR OUR MILITARY AND FIRST RESPONDERS BY PROVIDING OPPORTUNITIES FOR AMERICANS TO EXPRESS THEIR GRATITUDE. THE ORGANIZATION HAS PROVIDED AMERICANS ACROSS OUR COUNTRY THE OPPORTUNITY TO SAY "THANK YOU FOR YOUR SERVICE" THROUGH HANDS-ON VOLUNTEERISM, LIFTING THE SPIRITS OF DEPLOYED TROOPS, RECRUIT GRADUATES, VETERANS, MILITARY FAMILIES AND FIRST RESPONDERS. 5940581 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 52 1 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL HI DC KY KS MD MA ME MI MS MN NC ND NJ NH NV NM NY OH OK OR PA RI SC TN UT VA WA WI X X X STEVEN WILLETT 8189607878 POST OFFICE BOX 260257 ENCINO CA 91426 MARTY MARTIN CHAIR 5.00 X 0 0 0 SHARMAN BORNCAMP SECRETARY 5.00 X 0 0 0 JENNIFER CHO DIRECTOR 5.00 X 0 0 0 CASSIE CROCKET DIRECTOR 5.00 X 0 0 0 JOE KRISTOL DIRECTOR 5.00 X 0 0 0 ALAN LEACH DIRECTOR 5.00 X 0 0 0 JORDAN BLASHEK DIRECTOR 5.00 X 0 0 0 CAROLYN BLASHEK INTERIM CEO AND FOUNDER 40.00 X 103304 0 1416 JAMES JOHNSON CEO (DEPARTED 4/7/23) 40.00 X 107734 0 3940 ALEX POPOV CFO (DEPARTED 6/2/23) 40.00 X 140282 0 3666 STEVEN WILLETT CFO/TREASURER (STARTED 4/17/23) 40.00 X 36944 0 0 388264 0 9022 3 0 0 0 0 X 6224145 4053904 6224145 127453 127453 243273 265664 -22391 -22391 -22391 6329207 0 0 105062 3782668 3782668 388263 221310 93183 73770 1355644 777940 321427 256277 91520 52469 21737 17314 148565 85129 35320 28116 8505 8505 40664 40664 16169 16169 149373 34773 106619 7981 10933 2187 2186 6560 9587 4206 3195 2186 101939 58412 24235 19292 253423 240752 12671 41509 41509 82662 78529 4133 67157 38482 15965 12710 PACKAGING & SHIPPING 476830 476830 INVENTORY 26447 26447 EQUIPMENT 18145 17238 907 BANK AND MERCHANT FEES 12419 12419 12581 1700 10320 561 7095003 5940581 729655 424767 4420624 4111980 32952 32951 1241971 452110 6393994 6822201 165479 225145 677076 597444 162294 79632 3001889 3235038 400424 108219 15819627 15067276 420089 390008 348435 117546 768524 507554 X 13300211 13102570 1750892 1457152 15051103 14559722 15819627 15067276 -765796 274415 0 X X 0 1 X 1 0 X 16862634 21530321 19618848 21701489 6224145 85937437 16862634 21530321 19618848 21701489 6224145 85937437 14273203 71664234 112764 96523 137874 135246 127453 609860 86547297 0.82800 0.84970 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED THEIR ACCOUNTING PERIOD FROM A CALENDAR YEAR END TO A FISCAL YEAR END 6/30. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12577 12577 12577 12577 1.00000 0.00000 0.00000 0 0 14408 13205 1203 662668 584239 78429 79632 RIGHT OF USE LIABILITY OPERATING LEASE 117546 117546 X 6792081 274415 204628 -16169 462874 6329207 0 6329207 7283463 204628 204628 7078835 16169 16169 7095004 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "INCOME TAXES," THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THOSE POSTIONS WILL MORE LIKELY THAN NOT BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION IS EXEMPT FROM INCOME TAXES BUT IS SUBJECT TO UNRELATED BUSINESS INCOME TAX FOR INCOME FROM OPERATION ACTIVITIES NOT RELATED TO THEIR EXEMPT PURPOSE. UNRELATED BUSINESS INCOME IS TAXED BASED ON THE APPLICABLE STATUTORY FEDERAL AND STATE INCOME TAX RATES FOR FOR-PROFIT ORGNAIZATIONS. THE ORGANIZATION HAS NO UNRELATED BUSINESS INCOME, AND HAS NO RECOGNIZED OR DERECOGNIZED TAX BENEFITS, TAX PENALTIES OR RELATED INTEREST. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -16,169. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 16,169. 1 CARE PACKAGES TO U.S. SERVICEMEN, THEIR FAMILIES, FIRST RESPONDERS, VETERANS & WOUNDED HEROES 74947 3782668 WHOLESALE VALUE CARE PACKAGES ARE FILLED WITH FOOD, HYGIENE PRODUCTS, ENTERTAINMENT AND HANDMADE ITEMS, PART I, LINE 2: CARE PACKAGES ARE SENT TO INDIVIDUALLY NAMED U.S. SERVICE MEMBERS DEPLOYED OVERSEAS, TO THEIR FAMILIES AT HOME, AND TO THE RECRUIT GRADS, VETERANS, FIRST RESPONDERS, WOUNDED HEROS AND THEIR CAREGIVERS. X X X X 1 0 0 0 0 0 0 0 0 PART I, LINE 4A ALEX POPOV WAS PAID $14,423 IN SEVERANCE. X 1987882 FMV X 23 1499474 FMV X LEISURE/GAMES 1 350028 FMV X FIRST AID ITEMS 2 216520 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART 1 COLUMN (B) THE NUMBER OF CONTRIBUTIONS. FORM 990, PART 1, LINES 8-19: THE ORGANIZATION CHANGED ITS FISCAL YEAR TO END ON JUNE 30, RESULTING IN A SHORT 6-MONTH FISCAL YEAR TAX RETURN. THE COMPARISON OF CURRENT YEAR REVENUE AND EXPENSES WITH THE PRIOR YEAR SHOWS A SIGNIFCANT DECLINE, MUCH OF WHICH RESULTS FROM THE CURRENT 6-MONTH YEAR BEING COMPARED TO THE PRIOR 12-MONTH YEAR. FORM 990 PART VIII, LINE 1G: AS A RESULT OF THE CURRENT YEAR TAX RETURN BEING FOR THE 6-MONTH PERIOD ENDED JUNE 30, 2023, THE NON-CASH CONTRIBUTION REVENUE WAS SIGNIFICANTLY LOWER THAN IN PRIOR YEARS WHICH WERE FOR 12-MONTH PERIODS. ADDITIONALLY, THE ORGANIZATION MODIFIED ITS DONATION ACCEPTANCE CRITERIA TO INSURE THAT ALL DONATIONS PROPERLY ALIGN WITH THE ORGANIZATIONS MISSION. FORM 990, PART VI, SECTION A, LINE 2 AS OF 4/7/2023, CAROLYN BLASHEK WAS NAMED AS INTERIM CEO. MS. BLASHEK HAS A FAMILY RELATIONSHIP WITH JORDAN BLASHEK, HER SON, WHO IS AN ACTIVE DIRECTOR OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY THE BOARD OF DIRECTORS BASED ON PERFORMANCE, COMPARABLE SALARIES AND THE FINANCIAL CONDITION OF THE ORGANIZATION. FORM 990, PART VII, SECTION A: AS A RESULT OF THE CURRENT YEAR TAX RETURN BEING FROM THE 6-MONTH PERIOD ENDED JUNE 30, 2023, THERE WERE NO FORMS W-2 OR 1099 ISSUED FOR THE COMPENSATION OF THE OFFICERS LISTED, THE COMPENSATION AMOUNTS INCLUDED IN THE SECTION REPRESENT THE ACTUAL COMPENSATION RECORDED IN THE 6-MONTH PERIOD AND WILL BE INCLUDED IN THE FORMS W-2 AND 1099 WHICH WILL BE ISSUED AT THE END OF THE CALENDAR YEAR 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST. PART XII, LINE 2C: THE AUDIT COMMITTEE'S REVIEW PROCESS HAD NOT CHANGED FROM PRIOR YEAR.