THE SPECIAL FORCES CHARITABLE TRUST (EIN 274209721) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

JODI BURNS

Phone

7048608312

Tax Period

2024-01-01 to 2024-12-31

THE SPECIAL FORCES CHARITABLE TRUST, founded in 2010, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.0M in total revenue in fiscal year 2024. Expenses of $4.9M left a modest 4% surplus.

Mission

TO SERVE PAST AND PRESENT US ARMY SPECIAL FORCES SOLDIERS AND THEIR FAMILIES (SEE SCHEDULE O) THROUGH DIRECT SERVICE PROGRAMS SUCH AS SCHOLARSHIPS, VETERAN ASSISTANCE, TRANSITION PROGRAMS, AND FAMILY SUPPORT SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,375,488

Program Service Revenue $1,939,972

Investment Income $10,605

Other Revenue $-277,075

TOTAL REVENUE $5,048,990

Expense Breakdown

Grants Paid $425,173

Salaries & Benefits $724,506

Fundraising Expenses $352,479

Program Expenses $4,388,300

Other Expenses $3,719,089

TOTAL EXPENSES $4,868,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,048,990	$5,109,394	0.0%
Expenses	$4,868,768	$4,540,899	+0.1%
Net Income	$180,222	$568,495	-0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$202,660

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARSIE ROGERS	PRESIDENT	4.00	Officer Director	$0	$0	$0
CHAD FAULKNER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRAD MOSES	CO-VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHIP GRUNDY	TREASURER	2.00	Officer Director	$0	$0	$0
KEVIN CRAWFORD	SECRETARY	4.00	Officer Director	$0	$0	$0
TIMO HIXON	BOARD MEMBER	3.00	Director	$0	$0	$0
ANOTON MARANO	BOARD MEMBER	3.00	Director	$0	$0	$0
RONNIE MCCANN	BOARD MEMBER	3.00	Director	$0	$0	$0
NIC PERKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN ROBITAILLE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK STILES	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SWANK	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL THEOFANOUS	BOARD MEMBER	2.00	Director	$0	$0	$0
PHIL VOTTIERO	BOARD MEMBER	1.00	Director	$0	$0	$0
JODI BURNS	EXECUTIVE DIRECTOR	40.00	Officer	$200,050	$2,610	$202,660
CAMERON DAVIS	PROGRAMS DIRECTOR	40.00	Highest	$103,512	$721	$104,233

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$5,048,990	$4,868,768	$3,633,240	$180,222
2024	No data	No data	No data	No data
2023	$5,109,394	$4,540,899	$3,512,650	$568,495
2022	$3,981,390	$3,671,210	$2,853,897	$310,180
2021	$3,347,524	$2,408,883	$2,361,539	$938,641
2020	$1,945,967	$1,064,121	$1,501,368	$881,846

THE SPECIAL FORCES CHARITABLE TRUST