Form 990 for tax year 2024
Filed by SPECIAL OPERATORS TRANSITION FOUNDATION INC.
Totals
- Total revenue
- $1,903,832
- Total expenses
- $1,839,654
- Contributions and grants received
- $1,847,678
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $56,154
- Other revenue
- $0
- Total assets, end of year
- $2,215,180
- Total liabilities, end of year
- $189,270
- Net assets or fund balances, end of year
- $2,025,910
- Program services expenses (Part IX)
- $1,518,514
- Management and general expenses
- $104,594
- Fundraising expenses
- $216,546
- Program service expenses (Part III)
- $1,518,514
Program services were 82.5% 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
$1,847,678
-
3 · Investment income
total $56,154 · excluded $56,154
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $240,000 · program services $213,600 · management and general $4,800 · fundraising $21,600
-
7 · Other salaries and wages
total $653,338 · program services $584,946 · management and general $13,763 · fundraising $54,629
-
11a · Fees: management
total $150,250 · program services $115,440 · management and general $34,810
-
11c · Fees: accounting
total $43,260 · program services $33,310 · management and general $9,950
-
12 · Advertising and promotion
total $3,943 · program services $3,154 · fundraising $789
-
13 · Office expenses
total $1,404 · program services $1,061 · management and general $282 · fundraising $61
-
14 · Information technology
total $10,861 · program services $3,819 · management and general $6,311 · fundraising $731
-
16 · Occupancy
total $1,436 · program services $305 · management and general $1,095 · fundraising $36
-
19 · Conferences, conventions and meetings
total $145,136 · program services $126,673 · management and general $147 · fundraising $18,316
-
22 · Depreciation, depletion and amortization
total $10,683 · management and general $10,683
-
23 · Insurance
total $4,403 · management and general $4,403
-
24a · Other expenses: EVENTS
total $294,089 · program services $180,323 · fundraising $113,766
-
24b · Other expenses: CANDIDATE PROGRAMMING &
total $246,900 · program services $246,900
-
24c · Other expenses: OTHER EXPENSES
total $33,951 · program services $8,983 · management and general $18,350 · fundraising $6,618
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $444,355 · end of year $513,821
-
2 · Savings and temporary cash investments
beginning of year $624,191 · end of year $489,479
-
3 · Pledges and grants receivable
beginning of year $78,096 · end of year $46,472
-
9 · Prepaid expenses and deferred charges
beginning of year $9,301 · end of year $21,000
-
10a · Land, buildings and equipment: cost or other basis
$15,706
-
10b · Land, buildings and equipment: accumulated depreciation
$4,006
-
10c · Land, buildings and equipment, net
beginning of year $12,667 · end of year $11,700
-
11 · Investments: publicly traded securities
beginning of year $958,070 · end of year $1,117,989
-
14 · Intangible assets
beginning of year $22,597 · end of year $14,719
-
17 · Accounts payable and accrued expenses
beginning of year $208,845 · end of year $179,758
-
19 · Deferred revenue
end of year $9,512
-
27 · Net assets without donor restrictions
beginning of year $1,940,432 · end of year $2,025,910
Mission and programs · 2024
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 $1,518,514
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark WhalingMARK WHALING
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 4
-
Jeff JacobsJEFF JACOBS
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 4
-
Laurent RouxLAURENT ROUX
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Clint KollarCLINT KOLLAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dan PoritzkyDAN PORITZKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Todd KoetjeTODD KOETJE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dave PearsonDAVE PEARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rob KirilaROB KIRILA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kim CampbellKIM CAMPBELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Dr Rick StrainDR RICK STRAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mark MulcahyMARK MULCAHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Chris BergCHRIS BERG
ALUMNI DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Aimee BurckAIMEE BURCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Carol DavisCAROL DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Austin MooreAUSTIN MOORE
CEO
- Total calculated
- $240,000
- From this org
- $235,200
- From related orgs
- $0
- Other
- $4,800
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $235,200
- Bonus
- $0
- Other
- $0
- Deferred
- $4,800
- Nontaxable benefits
- $0
- Filer's total
- $240,000
-
Joshua F JohnsonJOSHUA F JOHNSON
DIRECTOR OF PROGRAMS
- Total calculated
- $167,501
- From this org
- $158,113
- From related orgs
- $0
- Other
- $9,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,113
- Bonus
- $0
- Other
- $0
- Deferred
- $9,388
- Nontaxable benefits
- $0
- Filer's total
- $167,501
-
Robert E PayneROBERT E PAYNE
DIRECTOR OF CORPORATE ENGA
- Total calculated
- $150,000
- From this org
- $144,000
- From related orgs
- $0
- Other
- $6,000
- Hours/week
- 40
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
- 2024
- Filed
- 10 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202501959349300210
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