SPECIAL OPERATORS TRANSITION FOUNDATION INC (EIN 462657728) - 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

2013

Legal Domicile

Principal Officer

JOSHUA JOHNSON

Phone

3607890616

Tax Period

2025-01-01 to 2025-12-31

SPECIAL OPERATORS TRANSITION FOUNDATION INC, founded in 2013, is a community nonprofit in the Public & Societal Benefit sector that reported $1.9M in total revenue in fiscal year 2025.

Mission

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

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,791,707

Program Service Revenue $0

Investment Income $75,340

Other Revenue $0

TOTAL REVENUE $1,867,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $996,350

Fundraising Expenses $279,494

Program Expenses $1,418,156

Other Expenses $822,834

TOTAL EXPENSES $1,819,184

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,867,047	$1,903,832	0.0%
Expenses	$1,819,184	$1,839,654	0.0%
Net Income	$47,863	$64,178	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK WHALING	CHAIRMAN	4.00	Officer Director	$0	$0	$0
JEFF JACOBS	VICE CHAIRMAN	4.00	Officer Director	$0	$0	$0
LAURENT ROUX	TREASURER	4.00	Officer Director	$0	$0	$0
CLINT KOLLAR	DIRECTOR	2.00	Director	$0	$0	$0
DAN PORITZKY	DIRECTOR	2.00	Director	$0	$0	$0
TODD KOETJE	DIRECTOR	2.00	Director	$0	$0	$0
DAVE PEARSON	DIRECTOR	2.00	Director	$0	$0	$0
KIM CAMPBELL	SECRETARY	4.00	Officer Director	$0	$0	$0
DR RICK STRAIN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS BERG	ALUMNI DIRECTOR	2.00	Director	$0	$0	$0
AIMEE BURCK	DIRECTOR	2.00	Director	$0	$0	$0
CAROL DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA F JOHNSON	DIRECTOR OF PROGRAMS THROUGH 1/31/26 - CURRENT CEO	40.00	Highest	$159,902	$0	$159,902
KERRY BLACK	DIRECTOR OF CORPORATE ENGA	40.00	Highest	$121,000	$0	$121,000
AUSTIN MOORE THROUGH 13126	CEO	40.00		$230,300	$0	$230,300

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
2025	$1,867,047	$1,819,184	$2,302,703	$47,863
2024	$1,903,832	$1,839,654	$2,215,180	$64,178
2023	$1,844,989	$1,796,114	$2,149,277	$48,875
2022	$1,770,073	$1,415,915	$1,902,071	$354,158
2021	$1,680,114	$1,015,303	$1,598,358	$664,811
2019	$1,092,087	$731,753	$773,173	$360,334
2018	$990,562	$753,718	$335,987	$236,844

SPECIAL OPERATORS TRANSITION FOUNDATION INC