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Nonprofiteer
← SPECIAL OPERATORS TRANSITION FOUNDATION INC

Form 990 for tax year 2025

Filed by SPECIAL OPERATORS TRANSITION FOUNDATION INC.

Totals

Total revenue
$1,867,047
Total expenses
$1,819,184
Contributions and grants received
$1,791,707
Grants paid
$0
Program service revenue
$0
Investment income
$75,340
Other revenue
$0
Total assets, end of year
$2,302,703
Total liabilities, end of year
$228,930
Net assets or fund balances, end of year
$2,073,773
Program services expenses (Part IX)
$1,418,156
Management and general expenses
$121,534
Fundraising expenses
$279,494
Program service expenses (Part III)
$1,418,156

Program services were 78.0% 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

    $1,791,707

  • 3 · Investment income

    total $75,340 · excluded $75,340

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $511,202 · program services $406,735 · management and general $18,824 · fundraising $85,643

  • 7 · Other salaries and wages

    total $485,148 · program services $386,004 · management and general $17,864 · fundraising $81,280

  • 11a · Fees: management

    total $169,440 · program services $169,440

  • 11b · Fees: legal

    total $638 · management and general $638

  • 11c · Fees: accounting

    total $44,480 · management and general $44,480

  • 12 · Advertising and promotion

    total $329 · program services $103 · fundraising $226

  • 13 · Office expenses

    total $77,214 · program services $10,890 · management and general $19,996 · fundraising $46,328

  • 14 · Information technology

    total $9,675 · program services $2,314 · management and general $5,644 · fundraising $1,717

  • 16 · Occupancy

    total $2,530 · management and general $2,530

  • 19 · Conferences, conventions and meetings

    total $104,709 · program services $92,246 · management and general $305 · fundraising $12,158

  • 22 · Depreciation, depletion and amortization

    total $6,811 · management and general $6,811

  • 23 · Insurance

    total $4,442 · management and general $4,442

  • 24a · Other expenses: CANDIDATE PROGRAMMING &

    total $252,500 · program services $252,500

  • 24b · Other expenses: EVENTS

    total $150,066 · program services $97,924 · fundraising $52,142

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $513,821 · end of year $274,317

  • 2 · Savings and temporary cash investments

    beginning of year $489,479 · end of year $570,025

  • 3 · Pledges and grants receivable

    beginning of year $46,472 · end of year $74,506

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,000 · end of year $15,731

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

    $15,706

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

    $7,147

  • 10c · Land, buildings and equipment, net

    beginning of year $11,700 · end of year $8,559

  • 11 · Investments: publicly traded securities

    beginning of year $1,117,989 · end of year $1,348,516

  • 14 · Intangible assets

    beginning of year $14,719 · end of year $11,049

  • 17 · Accounts payable and accrued expenses

    beginning of year $179,758 · end of year $228,930

  • 19 · Deferred revenue

    beginning of year $9,512

  • 27 · Net assets without donor restrictions

    beginning of year $2,025,910 · end of year $2,073,773

Mission and programs · 2025

Mission

THE SPECIAL OPERATORS TRANSITION FOUNDATION ("SOTF") ASSISTS SPECIAL OPERATION FORCES VETERANS TRANSITION FROM THE MILITARY INTO THEIR NEXT SUCCESSFUL CAREER.

  • THE ORGANIZATION'S INITIAL FOCUS IS TO SERVE EXCLUSIVELY THE SPECIAL OPERATIONS COMMUNITY, AND ASSOCIATED PERSONNEL, WHO HAVE FACED COMBAT AND HIGH-RISK MISSIONS. SERVICES AND GRANTS PROVIDED VARY BY CASE BUT INCLUDE EMPLOYMENT TRANSITION SERVICES, PAID INTERNSHIPS, COOPERATIVE EDUCATION AND FAMILY STABILIZATION SUPPORT. FINDING A JOB IN TODAY'S MARKET IS COMPETITIVE AND DIFFICULT ENOUGH FOR THE AVERAGE INDIVIDUAL SEEKING EMPLOYMENT, BUT IT IS EVEN HARDER FOR SERVICE MEMBERS WHO HAVE SPENT THE LAST DECADE DEPLOYING TO COMBAT ZONES. ADDITIONALLY, FOR THOSE TRANSITIONING FROM YEARS OF SERVICE WITH A SPECIAL OPERATION UNIT, FINDING A POSITION IN TODAY'S BUSINESS WORLD BRINGS CERTAIN CHALLENGES NOT ORDINARILY FACED BY CIVILIANS. HOWEVER, SPECIAL OPERATIONS VETERANS HAVE A SIGNIFICANT ADVANTAGE OVER THEIR CIVILIAN COUNTERPARTS. THE FUNDAMENTAL DIFFERENCE FOUND IN SPECIAL OPERATIONS VETERANS IS THAT THEY EMBODY AND DEMONSTRATE AGILITY BY ANTICIPATING CHANGE, INITIATING ACTION, GENERATING CONFIDENCE, LIBERATING THINKING, AND EVALUATING RESULTS.

    Expenses $1,418,156

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

Listed in Part VII

  • Mark Whaling

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • Jeff Jacobs

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • Laurent Roux

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Clint Kollar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dan Poritzky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Todd Koetje

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dave Pearson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kim Campbell

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Dr Rick Strain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chris Berg

    ALUMNI DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Aimee Burck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carol Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joshua F Johnson

    DIRECTOR OF PROGRAMS THROUGH 1/31/26 - CURRENT CEO

    Total calculated
    $159,902
    From this org
    $159,902
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,902
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $159,902

  • Kerry Black

    DIRECTOR OF CORPORATE ENGA

    Total calculated
    $121,000
    From this org
    $121,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Austin Moore Through 13126

    CEO

    Total calculated
    $230,300
    From this org
    $230,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,300
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $230,300

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

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
6 May 2026
IRS schema version
2025v4.1
Source object
202621269349301132

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