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← SPECIAL FORCES CHARITABLE TRUST

Form 990 for tax year 2023

Filed by SPECIAL FORCES CHARITABLE TRUST.

Totals

Total revenue
$5,109,394
Total expenses
$4,540,899
Contributions and grants received
$4,796,630
Grants paid
$127,233
Program service revenue
$0
Investment income
$86,311
Other revenue
$226,453
Total assets, end of year
$3,512,650
Total liabilities, end of year
$290,577
Net assets or fund balances, end of year
$3,222,073
Program services expenses (Part IX)
$4,093,488
Management and general expenses
$171,623
Fundraising expenses
$275,788
Program service expenses (Part III)
$4,093,488

Program services were 90.1% 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

    $1,664,496

  • 1f · All other contributions, gifts and grants

    $3,132,134

  • 3 · Investment income

    total $1,069 · related or exempt $1,069

  • 7a · Gross sales of assets other than inventory

    securities $170,988

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

    securities $85,746

  • 7c · Gain or loss

    securities $85,242

  • 7d · Net gain or loss

    total $85,242 · related or exempt $85,242

  • 8a · Fundraising events: gross income

    $579,517

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

    $1,664,496

  • 8b · Fundraising events: direct expenses

    $353,064

  • 8c · Net income from fundraising events

    total $226,453 · excluded $226,453

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $127,233 · program services $127,233

  • 7 · Other salaries and wages

    total $709,183 · program services $556,740 · management and general $58,961 · fundraising $93,482

  • 10 · Payroll taxes

    total $54,121 · program services $41,925 · management and general $4,717 · fundraising $7,479

  • 11b · Fees: legal

    total $555 · management and general $555

  • 11c · Fees: accounting

    total $16,951 · management and general $16,951

  • 11g · Fees: other

    total $39,068 · management and general $39,068

  • 12 · Advertising and promotion

    total $4,737 · program services $4,912 · fundraising -$175

  • 13 · Office expenses

    total $95,100 · program services $63,509 · management and general $15,296 · fundraising $16,295

  • 14 · Information technology

    total $11,522 · program services $4,785 · management and general $3,149 · fundraising $3,588

  • 16 · Occupancy

    total $844,678 · program services $776,273 · management and general $272 · fundraising $68,133

  • 17 · Travel

    total $507,226 · program services $456,872 · management and general $7,798 · fundraising $42,556

  • 22 · Depreciation, depletion and amortization

    total $4,262 · program services $4,262

  • 23 · Insurance

    total $5,487 · program services $968 · management and general $3,504 · fundraising $1,015

  • 24a · Other expenses: SPECIAL EVENTS

    total $1,993,765 · program services $1,993,765

  • 24b · Other expenses: BANK SERVICE CHARGES

    total $99,464 · program services $53,461 · management and general $4,964 · fundraising $41,039

  • 24c · Other expenses: LICENSES & FEES

    total $14,487 · program services $101 · management and general $14,386

  • 24d · Other expenses: STAFF DEVELOPMENT TRAININ

    total $10,733 · program services $8,682 · management and general -$325 · fundraising $2,376

  • 24e · All other expenses

    total $2,327 · management and general $2,327

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,535,450 · end of year $3,120,488

  • 4 · Accounts receivable

    beginning of year $3,596 · end of year $3,656

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

    $38,445

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

    $25,041

  • 10c · Land, buildings and equipment, net

    beginning of year $12,524 · end of year $13,404

  • 11 · Investments: publicly traded securities

    beginning of year $109,374 · end of year $189,005

  • 15 · Other assets

    beginning of year $192,953 · end of year $186,097

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,431 · end of year $24,535

  • 24 · Unsecured notes and loans payable

    beginning of year $148,641 · end of year $132,470

  • 25 · Other liabilities

    beginning of year $38,262 · end of year $133,572

  • 27 · Net assets without donor restrictions

    beginning of year $2,653,563 · end of year $3,222,073

Mission and programs · 2023

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 $686,196 · Grants $127,233

  • FAMILY AND COMMAND SUPPORT

    Expenses $293,507

  • EDUCATION AND MOTIVATION

    Expenses $107,668

  • SPECIAL EVENTS

    Expenses $3,006,117

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jodi Burns

    EXECUTIVE DI

    Total calculated
    $200,000
    From this org
    $200,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,000
    Bonus
    $25,000
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $200,000

  • Harrison Gilliam

    DEVELOPMENTA

    Total calculated
    $101,500
    From this org
    $101,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Cameron Davis

    PROGRAM DIRE

    Total calculated
    $93,500
    From this org
    $93,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Brittany McFalls

    EXECUTIVE AS

    Total calculated
    $82,269
    From this org
    $82,269
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kevin Crawford

    SECRETARY

    Total calculated
    $0

  • Chad Faulkner

    VICE PRESIDE

    Total calculated
    $0

  • Vaughan Gundy

    BOARD MEMBER

    Total calculated
    $0

  • Vaughan Gundy

    BOARD MEMBER

    Total calculated
    $0

  • Nic Perkin

    BOARD MEMBER

    Total calculated
    $0

  • Ed Petkovich

    TREASURER

    Total calculated
    $0

  • Dan Robitaille

    BOARD MEMBER

    Total calculated
    $0

  • Darsie Rogers

    PRESIDENT

    Total calculated
    $0

  • Mark Stiles

    BOARD MEMBER

    Total calculated
    $0

  • Paul Theofanous

    BOARD MEMBER

    Total calculated
    $0

  • Phil Vottiero

    BOARD MEMBER

    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

Provenance

Return type
form_990
Tax year
2023
Filed
29 July 2024
IRS schema version
2023v5.0
Source object
202412579349301601

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