Form 990 for tax year 2025

Filed by SPECIAL OPERATIONS ASSOCIATION INC.

Totals

Total revenue: $382,291
Total expenses: $284,950
Contributions and grants received: $178,679
Grants paid: $39,181
Program service revenue: $166,802
Investment income: $14,415
Other revenue: $22,395
Total assets, end of year: $663,276
Total liabilities, end of year: $12,500
Net assets or fund balances, end of year: $650,776
Program services expenses (Part IX): $0
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $0

Program services were 0.0% 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.

1a · Federated campaigns

$0
1b · Membership dues

$24,435
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$154,244
1g · Noncash contributions included above

$0
2a · Program service revenue: REUNION

total $166,802 · related or exempt $166,802 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $14,415 · related or exempt $14,415 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $7,755 · related or exempt $7,755 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
9a · Gaming: gross income

$7,975
9b · Gaming: direct expenses

$429
9c · Net income from gaming

total $7,546 · related or exempt $7,546 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$34,772
10b · Cost of goods sold

$28,316
10c · Net income from sales of inventory

total $6,456 · related or exempt $6,456 · unrelated business $0 · excluded $0
11a · Other revenue: MISC INCOME

total $638 · related or exempt $638 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$638

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $39,181
11b · Fees: legal

total $725
11c · Fees: accounting

total $3,632
11g · Fees: other

total $20,279
12 · Advertising and promotion

total $5,909
13 · Office expenses

total $2,033
14 · Information technology

total $4,081
16 · Occupancy

total $4,882
17 · Travel

total $4,329
19 · Conferences, conventions and meetings

total $182,645
23 · Insurance

total $5,127
24e · All other expenses

total $12,127

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $569,702 · end of year $653,353
15 · Other assets

end of year $9,923
17 · Accounts payable and accrued expenses

beginning of year $1,267 · end of year $500
18 · Grants payable

beginning of year $15,000 · end of year $12,000
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $553,435 · end of year $650,776

Mission and programs · 2025

Mission

- TO UNITE FRATERNALLY ALL VETERANS WHO HAVE OR ARE NOW CONDUCTING OR SUPPORTING CLASSIFIED "SPECIAL OPERATIONS" DEEP IN HOSTILE ENEMY TERRITORY OR HAVE BEEN ASSIGNED TO MILITARY UNITS WHICH CONDUCTED SUCH OPERATIONS; AND, - TO PERPETUATE THE SPECIAL OPERATIONS "ESPRIT DE CORPS" - - TO COMMEMORATE FITTINGLY THE MEMORY OF THOSE WHO HAVE GIVEN THEIR LIVES IN DEFENSE OF THE FREE WORLD AND TO THOSE WHO SERVED IN SPECIAL OPERATIONS UNITS AND ARE STILL UNACCOUNTED FOR AS POW/MIA THROUGH THE MANAGEMENT OF THE SOA GEORGE C. MORTON MEMORIAL SCHOLARSHIP GRANT FUND. SINCE 1983, OVER $453,000 HAS BEEN AWARDED OR COMMITTED THUS FAR TO 141 DESERVING YOUNG SCHOLARS.

- TO UNITE FRATERNALLY ALL VETERANS WHO HAVE OR ARE NOW CONDUCTING OR SUPPORTING CLASSIFIED "SPECIAL OPERATIONS" DEEP IN HOSTILE ENEMY TERRITORY OR HAVE BEEN ASSIGNED TO MILITARY UNITS WHICH CONDUCTED SUCH OPERATIONS; AND, - TO PERPETUATE THE SPECIAL OPERATIONS "ESPRIT DE CORPS", - TO COMMEMORATE FITTINGLY THE MEMORY OF THOSE WHO HAVE GIVEN THEIR LIVES IN DEFENSE OF THE FREE WORLD AND TO THOSE WHO SERVED IN SPECIAL OPERATIONS UNITS AND ARE STILL UNACCOUNTED FOR AS POW/MIA THROUGH THE MANAGEMENT OF THE SOA GEORGE C. MORTON MEMORIAL SCHOLARSHIP GRANT FUND. SINCE 1983, OVER $484,000 HAS BEEN AWARDED OR COMMITTED THUS FAR TO 150 DESERVING YOUNG SCHOLARS.

As filed on the 2025 return.

Listed in Part VII

David GordonDAVID GORDON

DIRECTOR

Total calculated

$0

Hours/week

20 + 2 related
Alfonso Rt RiveroALFONSO RT RIVERO

DIRECTOR

Total calculated

$0

Hours/week

10 + 2 related
Don HaaseDON HAASE

DIRECTOR

Total calculated

$0

Hours/week

10 + 2 related
Scott WhiteSCOTT WHITE

DIRECTOR

Total calculated

$0

Hours/week

10 + 2 related
James ShortenJAMES SHORTEN

DIRECTOR

Total calculated

$0

Hours/week

10 + 2 related
Doug PaulDOUG PAUL

DIRECTOR

Total calculated

$0

Hours/week

20 + 5 related
Doug GodshalDOUG GODSHAL

PRESIDENT

Total calculated

$0

Hours/week

20 + 5 related
Brent LindemanBRENT LINDEMAN

VICE PRESIDENT

Total calculated

$0

Hours/week

20 + 5 related
Marcus WhittMARCUS WHITT

SECRETARY

Total calculated

$0

Hours/week

20 + 5 related
Philip DevonPHILIP DEVON

TREASURER

Total calculated

$0

Hours/week

20 + 5 related

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

SPECIAL OPERATIONS ASSOCIATION FOUNDATION

501 (C) 3 · FUNDING PROGRAMS FOR VETERANS ASSISTANCE PROGRAMS · FL

Directly controlled by SPECIAL OPERATIONS ASSOCIATION INC

Provenance

Return type: form_990
Tax year: 2025
Filed: 19 April 2026
IRS schema version: 2025v4.0
Source object: 202641109349300604

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