2024-11-07T11:51:33-06:00 2023-12-31 942702860 JOHANSON & YAU ACCOUNTANCY CORP 42 WEST CAMPBELL AVENUE THIRD FLOOR CAMPBELL CA 95008 990 2023-01-01 450983498 INFINITE HERO FOUNDATION INFI 9493974096 22365 EL TORO ROAD 275 LAKE FOREST CA 92630 KEVIN R COLLINS TREASURER 9493974096 2024-11-05 1 1 SARA KELLEY P00957375 4082885111 2024-11-05 2023 2024-10-15 13:58:12Z KEVIN R COLLINS 22365 EL TORO ROAD 275 LAKE FOREST CA 92630 713889 0 X WWW.INFINITEHERO.ORG X 2011 CA SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. 9 9 1 50 0 0 416041 410751 0 0 2354 70 277489 248008 695884 658829 76045 230000 0 0 86810 74051 76250 0 238206 213124 318526 452229 622577 243655 36252 898987 929522 8089 2372 890898 927150 X THE FOUNDATION FUNDS PROGRAMS THAT INCREASE THE AVAILABILITY OF CRITICAL MENTAL AND PHYSICAL HEALTH SERVICES AND INVESTS IN INNOVATIVE PROGRAMS AND THERAPIES TO ACCELERATE REHABILITATION AND RECOVERY. 0 0 304982 230000 THE FOUNDATION RAISES PUBLIC AWARENESS OF ITS MISSION, AND SOLICITS CONTRIBUTIONS, AT PUBLIC AND CHARITY EVENTS AND THROUGH TRADITIONAL COMMUNICATIONS CHANNELS AS WELL AS THROUGH ITS WEBSITE (WWW.INFINITEHERO.ORG) AND THE USE OF SOCIAL MEDIA. THE FOUNDATION ALSO WORKS WITH CORPORATE PARTNERS TO SPREAD AWARENESS TO THEIR CONSUMERS AND SOCIAL MEDIA FOLLOWERS. FROM TIME TO TIME THE FOUNDATION ALSO HOLDS CHARITY EVENTS, INTIIALLY IN SOUTHERN CALIFORNIA. GIVEN THE PROXIMITY TO MILITARY INSTALLATIONS SUCH AS THE NAVAL BASE IN SAN DIEGO, CAMP PENDLETON, AND THE LOS ANGELES AIR FORCE BASE, THE FOUNDATION BELIEVES THIS AREA IS AN IDEAL ENVIRONMENT IN WHICH TO RAISE PUBLIC AWARENESS OF THE NEED TO SUPPORT, AND TO PROMOTE ACTIVITIES DESIGNED TO SUPPORT, MILITARY PERSONNEL.IN ADDITION, BECAUSE THE FOUNDATION EXPECTS THAT ITS NAME, LOGO AND TRADE DRESS (THE "IHF MARKS") WILL BE ASSOCIATED WITH ITS MISSION STATEMENT, THE FOUNDATION INTENDS TO LICENSE THE IHF MARKS TO CORPORATE PARTNERS, USUALLY IN EXCHANGE FOR A DONATION TO THE FOUNDATION OF A PORTION OF THE PROCEEDS FROM THE SALE OF SUCH PRODUCTS USING THE IHF MARKS.THE FOUNDATION IS COMMITTED TO DEDICATING ITS RESOURCES AND PROPERTY FOR THE BENEFICIAL USE OF CHARITABLE CAUSES CONSISTENT WITH ITS MISSION STATEMENT. THE FOUNDATION'S PROGRAM SERVICES PRINCIPALLY CONSIST OF SUPPORT GRANTS IT MAKES TO SPECIALLY SELECTED NONPROFIT ORGANIZATIONS TO FUND PROGRAMS THAT DIRECTLY BENEFIT OUR MILITARY HEROES AND THEIR FAMILIES AND TO PROMOTE THE DEVELOPMENT OF INNOVATIVE REHABILITATIVE PROGRAMS AND THERAPIES. SINCE ITS INCEPTION, THE FOUNDATION HAS MADE GRANTS TOTALING $5,030,000 IN FURTHERANCE OF ITS MISSION.IN 2014, THE FOUNDATION CONDUCTED THE VETERANS INNOVATION SUMMIT FOR INVESTING AND TECHNOLOGY (VISIT) TO PROPEL INNOVATION, ACCESSIBILITY AND COLLABORATION AMONG ORGANIZATIONS COMBATING THE MOST CRITICAL ISSUES FACING THE RETURNING MILITARY COMMUNITY. THE EVENT FEATURED PROMINENT PANELISTS AND ATTENDEES IN A DIALOGUE ABOUT HOW TO BEST SERVE OUR VETERANS WITH CUTTING-EDGE TECHNOLOGY, NOVEL THERAPIES AND PROGRESSIVE THINKING. 304982 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 6 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA AL AZ CT DC FL GA IL KY ME MD MA MN MS NH NJ NM NY OK OR RI SC TN UT VA WV WI CO ND X KEVIN COLLINS 7209561600 11118 CARETAKER ROAD LITTLETON CO 80125 X COLIN BADEN PRESIDENT AND FOUNDER 2.00 X X 0 0 0 COLONEL ROBERT J COATES RET DIRECTOR 2.00 X 0 0 0 THOMAS E DAVIN DIRECTOR 2.00 X 0 0 0 LEWIS RUNNION DIRECTOR 2.00 X 0 0 0 JACKIE FERRARI DIRECTOR 2.00 X 0 0 0 PHILIP RIZZO DIRECTOR 2.00 X 0 0 0 KEVIN R COLLINS TREASURER 4.00 X 0 0 0 ERICK POSTON VICE PRESIDENT 2.00 X 0 0 0 COLE MORGAN SECRETARY 6.00 X 0 0 0 0 0 0 0 0 0 0 CAJ & ASSOCIATES 520 SANTA CLARA AVENUE SANTA ANA CA 92706 MARKETING AND FUND DEVELOPMENT 150000 1 55060 355691 55060 410751 70 70 1318 1318 301750 55060 55060 246690 246690 658829 0 0 248078 230000 230000 68584 6930 61654 5467 552 4915 236777 67500 65197 104080 14487 1240 13247 20266 2295 17971 SUPPLIES & MATERIALS 31497 5638 25859 OTHER 13486 3507 9979 FACILITY & EQUIPMENT 2013 1512 501 622577 304982 79389 238206 353486 49963 169161 119229 44340 283490 330000 474840 2000 2000 898987 929522 8089 2372 8089 2372 X 890898 927150 890898 927150 898987 929522 36252 0 X 0 1 X 0 0 X 1155662 457618 305044 416041 410751 2745116 1155662 457618 305044 416041 410751 2745116 2745116 83287 32728 45543 214546 1388 377492 3122608 0.87910 0.88250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 658829 0 658829 0 658829 622577 0 622577 0 622577 PART X, LINE 2: THE FOUNDATION ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS AS OF MARCH 31, 2011 (INCEPTION). THE FOUNDATION FILES ANNUAL EXEMPT ORGANIZATION RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FTB IN THE STATE OF CALIFORNIA. THE FOUNDATION HAS DETERMINED THAT IT HAS NO LIABILITIES FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023, 2022 OR 2021. THE FOUNDATION DOES NOT ANTICIPATE ANY MATERIAL CHANGE IN ITS ASSESSMENT OF UNCERTAIN TAX POSITIONS WILL OCCUR IN THE TWELVE MONTHS FOLLOWING DECEMBER 31, 2023. THE FOUNDATION MAY FROM TIME TO TIME BE SUBJECT TO ROUTINE AUDITS BY THE IRS, FTB OR OTHER TAXING AUTHORITIES. CURRENTLY THERE ARE NO AUDITS IN PROGRESS FOR ANY TAX YEARS. THE FOUNDATION'S RETURNS ARE GENERALLY OPEN TO AUDIT FOR THREE YEARS AFTER THE FILING DATE FOR FEDERAL PURPOSES AND FOUR YEARS AFTER THE FILING DATE FOR STATE PURPOSES. 356810 55060 301750 55060 356810 55060 301750 55060 55060 246690 0 EMORY UNIVERSITY 1440 CLIFTON ROAD SUITE 170 ATLANTA GA 30322 580566256 501(C)(3) 50000 0 TO TRANSFORM LIVES BY HEALING THE INVISIBLE WOUNDS OF SERVICE. VETERAN'S PATH PO BOX 38546 COLORADO SPRINGS CO 80937 474428490 501(C)(3) 130000 0 HELPING VETERANS REDISCOVER PEACE, ACCEPTANCE, TRANSFORMATION, AND HONOR. TRAVIS MANION FOUNDATION 164 E STATE STREET DOYLESTOWN PA 18901 412237951 501(C)(3) 50000 0 EMPOWERS MILITARY VETERANS AND FAMILIES OF THE FALLEN TO DEVELOP CHARACTER. OAKLEY INC COMMON DIRECTOR 1318 ROYALTY INCOME 0 FORM 990, SCHEDULE L, PART IV ONE DIRECTOR IS AFFILIATED WITH OAKLEY, INC.IN JUNE 2011, THE FOUNDATION ENTERED INTO A SIGNATURE PRODUCT AGREEMENT WITH OAKLEY. UNDER THIS AGREEMENT, THE FOUNDATION GRANTED OAKLEY A NON-EXCLUSIVE, NON-TRANSFERABLE RIGHT TO USE THE IHF MARKS IN CONNECTION WITH THE MANUFACTURE, DISTRIBUTION AND SALE OF LIMITED EDITION MODELS OF CERTAIN OAKLEY EYEWEAR, APPAREL AND ACCESSORIES. INCONSIDERATION FOR THE USE OF THE IHF MARKS, OAKLEY AGREED TO PAY ROYALTIES TO THE FOUNDATION IN AN AMOUNT BASED ON OAKLEY'S NET SALES OF SIGNATURE PRODUCTS. THE AGREEMENT INITIALLY HAD A THREE-YEAR TERM AND IS SUBJECT TO AUTOMATIC TERMINATION IF OAKLEY CEASES TO SELL SIGNATURE PRODUCTS. THE TERM OF THE AGREEMENT ENDED IN JUNE 2017. ALTHOUGH THE ROYALTY ARRANGEMENT HAS EXPIRED, THE FOUNDATION CONTINUED TO RECEIVE ROYALTIES FROM THIS LICENSING ARRANGEMENT THROUGH DECEMBER 31, 2022. THE ROYALTY ARRANGEMENT WITH OAKLEY OFFICALLY ENDED AS OF DECEMBER 31, 2022. X FOOD, BEVERAGE, GOLF FEES, CLOTHING AND GIFT CERTIFICATES 361 55060 FMV 0 0 0 PART I, COLUMN (B): FOOD, BEVERAGE, GOLF FEES, CLOTHING AND GIFT CERTIFICATES FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE FOUNDATION'S MISSION IS TO COMBAT THE MOST DIFFICULT FRONT LINE ISSUES - MENTAL AND PHYSICAL - FACING MILITARY HEROES AND THEIR FAMILIES. FORM 990, PART VI, SECTION B, LINE 11B AN EXTERNAL TAX FIRM AND THE FOUNDATION'S MANAGEMENT WORK TOGETHER TO GATHER THE INFORMATION NECESSARY TO PREPARE THE FORM 990. BASED ON THE DATA, THE TAX FIRM PREPARES AN INITIAL DRAFT OF THE FORM 990. THE FOUNDATION'S MANAGEMENT REVIEWS THIS INITIAL DRAFT AND DISCUSSES IT WITH THE EXTERNAL TAX FIRM. THE TAX FIRM MAKES THE APPROPRIATE CHANGES AND PREPARES A DRAFT FORM 990. A COPY OF THE DRAFT FORM 990 IS PROVIDED TO THE FOUNDATION'S OFFICERS AND EACH MEMBER OF ITS BOARD OF DIRECTORS FOR APPROVAL, PRIOR TO THE FILING OF THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS TO CERTIFY ON ANNUAL BASIS THAT THEY (A) HAVE RECEIVED A COPY OF THE POLICY, (B) HAVE READ AND UNDERSTAND THE POLICY, (C) AGREE TO COMPLY WITH THE POLICY, AND (D) UNDERSTAND THE FOUNDATION IS A NON-PROFIT ORGANIZATION AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. THE FOUNDATION ALSO CONDUCTS PERIODIC REVIEWS OF TRANSACTIONS AND RELATIONSHIPS TO VERIFY THAT THE FOUNDATION DOES NOT ENGAGE IN ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. SUCH REVIEWS INCLUDE AN ANALYSIS OF WHETHER (A) COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND NEGOTIATED AT AN ARM'S LENGTH BASIS AND (B) THE FOUNDATION'S ACTIVITIES FURTHER ITS CHARITABLE PURPOSES AND THAT NO ACTIONS RESULT IN INUREMENT, IMPERMISSABLE PRIVATE BENEFIT OR IN AN EXCESS OF BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE FOUNDATION'S OFFICES.