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← SPECIAL OPERATIONS FUND

Form 990 for tax year 2025

Filed by SPECIAL OPERATIONS FUND.

Totals

Total revenue
$2,897,554
Total expenses
$2,179,497
Contributions and grants received
$2,454,140
Grants paid
$1,625,839
Program service revenue
$0
Investment income
$441,747
Other revenue
$1,667
Total assets, end of year
$15,084,549
Total liabilities, end of year
$269,784
Net assets or fund balances, end of year
$14,814,765
Program services expenses (Part IX)
$2,042,573
Management and general expenses
$129,859
Fundraising expenses
$7,065
Program service expenses (Part III)
$2,042,573

Program services were 93.7% 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.

  • 1f · All other contributions, gifts and grants

    $2,454,140

  • 1g · Noncash contributions included above

    $46,861

  • 3 · Investment income

    total $353,859 · excluded $353,859

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $2,331,340

  • 7b · Less cost or other basis and sales expenses

    securities $2,243,452

  • 7c · Gain or loss

    securities $87,888

  • 7d · Net gain or loss

    total $87,888 · excluded $87,888

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,667 · related or exempt $1,667

  • 11e · Other revenue, total

    $1,667

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $240,000 · program services $240,000

  • 2 · Grants to domestic individuals

    total $1,385,839 · program services $1,385,839

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $177,350 · program services $149,738 · management and general $26,603 · fundraising $1,009

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $12,000 · program services $10,132 · management and general $1,800 · fundraising $68

  • 9 · Other employee benefits

    total $9,371 · program services $7,912 · management and general $1,405 · fundraising $54

  • 10 · Payroll taxes

    total $13,577 · program services $11,463 · management and general $2,036 · fundraising $78

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $39,868 · management and general $39,868

  • 11g · Fees: other

    total $77,647 · program services $40,887 · management and general $36,760

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $46,827 · program services $39,537 · management and general $7,022 · fundraising $268

  • 17 · Travel

    total $37,192 · program services $31,431 · management and general $5,549 · fundraising $212

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $105,228 · program services $105,228

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $735 · management and general $735

  • 23 · Insurance

    total $5,464 · management and general $5,464

  • 24a · Other expenses: POSTAGE, PRINTING, AND OTHER

    total $15,022 · program services $12,744 · management and general $2,194 · fundraising $84

  • 24b · Other expenses: TELEPHONE

    total $2,824 · program services $2,385 · management and general $423 · fundraising $16

  • 24c · Other expenses: COMPUTER

    total $10,553 · program services $5,277 · fundraising $5,276

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $359,179 · end of year $355,820

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $215,500

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $9,115

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

    $8,719

  • 10c · Land, buildings and equipment, net

    beginning of year $1,131 · end of year $396

  • 11 · Investments: publicly traded securities

    beginning of year $12,678,045 · end of year $14,303,547

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $192,777 · end of year $209,286

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,992 · end of year $31,995

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $180,172 · end of year $237,789

  • 27 · Net assets without donor restrictions

    beginning of year $12,889,070 · end of year $14,664,433

  • 28 · Net assets with donor restrictions

    beginning of year $152,898 · end of year $150,332

Mission and programs · 2025

Mission

The Special Operations Fund (the "Fund") is a nonprofit organization that provides educational grants and support to the families of special mission unit warriors killed in action, killed in training, died in the line of duty, suicide, and Medal of Honor recipients. We also support the families of current and veteran special mission units' warriors with merit scholarships and other educational opportunities and programs.

Activities or mission (Part I)

TO PROVIDE EDUCATIONAL SUPPORT TO FAMILIES OF SPECIAL MISSION UNIT WARRIORS KILLED IN THE LINE OF DUTY. TO SUPPORT FAMILIES OF CURRENT AND VETERAN SPECIAL MISSION UNITS' WARRIORS WITH SCHOLARSHIPS AND EDUCATIONAL OPPORTUNITIES.

  • Provided educational grants and support to the families of special mission unit warriors killed in action, killed in training, died in the line of duty, suicide, and Medal of Honor recipients. Also, support was provided to the families of current and veteran special mission units' warriors with merit scholarships and other educational opportunities and programs.

    Expenses $1,915,163 · Grants $1,625,839

  • Conducted a conference and other events to educate, and bring attention to, the public about current matters affecting special operations units and their families.

    Expenses $123,258

  • Warrior Health Initiative: A pilot executive health program at the Mayo Clinic for the medical evaluations of special operators who have previously transitioned, or are currently transitioning, out of military service. The program's objective is to facilitate a certain number of comprehensive medical evaluations. Further, the program will identify measurable outcomes such as the number of previously unidentified/unrecognized conditions per patient (diagnostic yield), the number of participants who engage in treatment relative to overall number of participants (treatment yield), and patient overall satisfaction with the program.

    Expenses $4,152

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Becki Chambers

    EXECUTIVE DIRECTOR

    Total calculated
    $113,000
    From this org
    $101,000
    From related orgs
    $0
    Other
    $12,000
    Hours/week
    40

  • Susan Grant

    EXEC DIR EMERITA/SECRETARY

    Total calculated
    $83,966
    From this org
    $76,350
    From related orgs
    $0
    Other
    $7,616
    Hours/week
    20

  • Ginny Owen

    Treasurer

    Total calculated
    $8,450
    From this org
    $8,450
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • David C Miller Jr

    Chairman/Founder Emeritus

    Total calculated
    $0
    Hours/week
    1.5

  • Randy Martinez

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • D Michael Walden

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    20

  • Rick Woolard

    President Emeritus

    Total calculated
    $0
    Hours/week
    1.5

  • John D Bowlin

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1.5

  • David F Cooper

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • Henry Eisenbarth

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Stephen J Fitzgerald

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Matthew C Flavin

    Director (LEFT 2025)

    Total calculated
    $0
    Hours/week
    1.5

  • Michael R Boyce

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • George Lund

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Andrew N Milani II

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1.5

  • Timothy J Walsh

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1.5

  • Jeffrey W Eggers

    DIRECTOR (LEFT 2025)

    Total calculated
    $0
    Hours/week
    1.5

  • Jonathan Dawson

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1.5

  • Heather Moran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Geoffrey Stone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Michael Kohlsdorf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Charles L McHarney IV

    Director (LEFT 2025)

    Total calculated
    $0
    Hours/week
    1.5

  • Joel Kaczorowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Timothy M Wolfe

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Kevin O'Brien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Joshua Richter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Jacob Crowe

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Anthony Dowd

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Jessica Halling

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Joe Weirsky

    Director

    Total calculated
    $0
    Hours/week
    1.5

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.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
15 May 2026
IRS schema version
2025v4.1
Source object
202601359349312590

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