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← SPECIAL FORCES CHARITABLE TRUST

Form 990 for tax year 2022

Filed by SPECIAL FORCES CHARITABLE TRUST.

Totals

Total revenue
$3,981,390
Total expenses
$3,671,210
Contributions and grants received
$4,223,297
Grants paid
$517,554
Program service revenue
$0
Investment income
-$21,564
Other revenue
-$220,343
Total assets, end of year
$2,853,897
Total liabilities, end of year
$200,334
Net assets or fund balances, end of year
$2,653,563
Program services expenses (Part IX)
$2,968,850
Management and general expenses
$227,266
Fundraising expenses
$475,094
Program service expenses (Part III)
$2,968,850

Program services were 80.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,882,653

  • 1f · All other contributions, gifts and grants

    $2,340,644

  • 3 · Investment income

    total -$21,564 · unrelated business -$21,564

  • 8a · Fundraising events: contributions included on line 1c

    $1,882,653

  • 8b · Fundraising events: direct expenses

    $220,343

  • 8c · Net income from fundraising events

    total -$220,343 · excluded -$220,343

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $517,554 · program services $517,554

  • 7 · Other salaries and wages

    total $546,581 · program services $237,716 · management and general $150,133 · fundraising $158,732

  • 10 · Payroll taxes

    total $42,789 · program services $17,760 · management and general $13,332 · fundraising $11,697

  • 11g · Fees: other

    total $219,074 · program services $204,109 · management and general $15,587 · fundraising -$622

  • 12 · Advertising and promotion

    total $44,814 · program services $9,477 · management and general $60 · fundraising $35,277

  • 13 · Office expenses

    total $37,267 · program services $19,213 · management and general $11,340 · fundraising $6,714

  • 16 · Occupancy

    total $30,597 · program services $13,793 · management and general $7,156 · fundraising $9,648

  • 17 · Travel

    total $349,139 · program services $318,822 · management and general $9,043 · fundraising $21,274

  • 19 · Conferences, conventions and meetings

    total $12,230 · program services $52 · management and general $4,268 · fundraising $7,910

  • 22 · Depreciation, depletion and amortization

    total $2,526 · program services $2,526

  • 23 · Insurance

    total $3,997 · program services $1,125 · management and general $1,301 · fundraising $1,571

  • 24a · Other expenses: SPECIAL EVENTS

    total $1,789,873 · program services $1,606,506 · management and general $5,842 · fundraising $177,525

  • 24b · Other expenses: BANK SERVICE CHARGES

    total $66,262 · program services $20,044 · management and general $8,504 · fundraising $37,714

  • 24c · Other expenses: LICENSES & FEES

    total $8,507 · program services $153 · management and general $700 · fundraising $7,654

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,288,794 · end of year $2,535,450

  • 4 · Accounts receivable

    beginning of year $1,568 · end of year $3,596

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,163

  • 10a · Land, buildings and equipment: cost or other basis

    $33,317

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,793

  • 10c · Land, buildings and equipment, net

    beginning of year $9,985 · end of year $12,524

  • 11 · Investments: publicly traded securities

    beginning of year $24,788 · end of year $109,374

  • 15 · Other assets

    beginning of year $32,241 · end of year $192,953

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,202 · end of year $13,431

  • 24 · Unsecured notes and loans payable

    end of year $148,641

  • 25 · Other liabilities

    beginning of year $12,955 · end of year $38,262

  • 27 · Net assets without donor restrictions

    beginning of year $2,343,382 · end of year $2,653,563

Mission and programs · 2022

Mission

TO SERVE PAST AND PRESENT US ARMY SPECIAL FORCES SOLDIERS AND THEIR FAMILIES THROUGH DIRECT SERVICE PROGRAMS SUCH AS SCHOLARSHIPS, VETERAN ASSISTANCE, TRANSITION PROGRAMS AND FAMILY SUPPORT SERVICES.

  • VETERANS AND HERITAGE

    Expenses $519,996 · Grants $517,554

  • FAMILY AND COMMAND SUPPORT

    Expenses $150,738

  • EDUCATION AND MOTIVATION

    Expenses $38,000

  • SPECIAL EVENTS

    Expenses $2,260,116

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jodi Burns

    EXECUTIVE DI

    Total calculated
    $175,020
    From this org
    $175,020
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,020
    Bonus
    $25,000
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $175,020

  • Harrison Gilliam

    DEVELOPMENTA

    Total calculated
    $100,012
    From this org
    $100,012
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Cameron Davis

    PROGRAM DIRE

    Total calculated
    $90,002
    From this org
    $90,002
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Brittany McFalls

    EXECUTIVE AS

    Total calculated
    $72,310
    From this org
    $72,310
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kacie Hamby

    PROGRAM MARK

    Total calculated
    $31,286
    From this org
    $31,286
    From related orgs
    $0
    Other
    $0
    Hours/week
    21

  • Stephanie Langford

    DEVELOPMENTA

    Total calculated
    $27,732
    From this org
    $27,732
    From related orgs
    $0
    Other
    $0
    Hours/week
    17

  • Christine Antal

    MEMBER

    Total calculated
    $0

  • Kevin Crawford

    SECRETARY

    Total calculated
    $0

  • Chad Faulkner

    VICE PRESIDE

    Total calculated
    $0

  • Vaughn Chip Grundy

    MEMBER

    Total calculated
    $0

  • Ronnie McCann

    MEMBER

    Total calculated
    $0

  • Mike Mika

    MEMBER

    Total calculated
    $0

  • Brad Moses

    VICE PRESIDE

    Total calculated
    $0

  • Wade Owens

    MEMBER

    Total calculated
    $0

  • Lisa-Marie Riggins

    MEMBER

    Total calculated
    $0

  • Darsie Rogers

    PRESIDENT

    Total calculated
    $0

  • Richard Steiner

    MEMBER

    Total calculated
    $0

  • Mark Stiles

    MEMBER

    Total calculated
    $0

  • Paul Theofanous

    MEMBER

    Total calculated
    $0

  • Phil Votticro

    TRASURER

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
2 October 2023
IRS schema version
2022v5.0
Source object
202333039349300703

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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