SPECIAL OPERATIONS WARRIOR FOUNDATION (EIN 521183585) - 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

1980

Legal Domicile

Principal Officer

CLAYTON M HUTMACHER

Phone

8138059400

Tax Period

2024-01-01 to 2024-12-31

SPECIAL OPERATIONS WARRIOR FOUNDATION, founded in 1980, is a mid-sized nonprofit in the Education sector that reported $53.9M in total revenue in fiscal year 2024. Revenue surged 221% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33.7M, a strong 63% operating margin.

Mission

TO ENSURE FULL FINANCIAL ASSISTANCE FOR A POST-SECONDARY DEGREE FROM AN ACCREDITED TWO OR FOUR YEAR COLLEGE, UNIVERSITY, TECHNICAL, OR TRADE SCHOOL (PUBLIC OR PRIVATE, IN-STATE AND OUT OF STATE) AS WELL AS EDUCATIONAL COUNSELING AND TUTORING TO THE SURVIVING CHILDREN OF ARMY, NAVY, AIR FORCE AND MARINE CORPS SPECIAL OPERATIONS PERSONNEL WHO LOSE THEIR LIVES IN THE LINE-OF-DUTY AND CHILDREN OF MEDAL OF HONOR RECIPIENTS, AND TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO SEVERELY COMBAT WOUNDED, ILL OR SEVERELY INJURED, AND HOSPITALIZED SPECIAL OPERATIONS PERSONNEL AND THEIR FAMILIES.

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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 $17,708,321

Program Service Revenue $0

Investment Income $34,718,941

Other Revenue $1,481,976

TOTAL REVENUE $53,909,238

Expense Breakdown

Grants Paid $8,816,718

Salaries & Benefits $2,422,553

Fundraising Expenses $1,356,096

Program Expenses $18,082,722

Other Expenses $8,933,275

TOTAL EXPENSES $20,172,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,909,238	$16,775,569	+2.2%
Expenses	$20,172,546	$18,360,875	+0.1%
Net Income	$33,736,692	$-1,585,306	-22.3%

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

200

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

$550,556

Total Directors

$333,344

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAYMOND TONY THOMAS III	CHAIRMAN	6.00	Officer Director	$0	$0	$0
DAVID REDMOND	TREASURER	6.00	Officer Director	$0	$0	$0
CRAIG BROTCHIE	DIRECTOR	3.00	Director	$0	$0	$0
TONY BRUNO	DIRECTOR	3.00	Director	$0	$0	$0
MARK A CLARK	DIRECTOR	3.00	Director	$0	$0	$0
BARRON COLLIER II	DIRECTOR	3.00	Director	$0	$0	$0
JIM CRAIG	DIRECTOR	3.00	Director	$0	$0	$0
MIKE DURANT	DIRECTOR	3.00	Director	$0	$0	$0
GEORGE FERKES	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD FORSYTH	DIRECTOR	3.00	Director	$0	$0	$0
TROY FOWLER	DIRECTOR	3.00	Director	$0	$0	$0
COLE HAUSER	DIRECTOR	3.00	Director	$0	$0	$0
GARDNER HOWE	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT HOWELL	DIRECTOR	3.00	Director	$0	$0	$0
AARON KOZMETSKY	DIRECTOR	3.00	Director	$0	$0	$0
JAMES LINDER	DIRECTOR	3.00	Director	$0	$0	$0
DR CARLA D LONG	DIRECTOR	3.00	Director	$0	$0	$0
DR MICHELE MALVESTI	DIRECTOR	3.00	Director	$0	$0	$0
PATRICK MCCAULEY	DIRECTOR	3.00	Director	$0	$0	$0
GEORGEANN MCRAVEN	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN MILLER	DIRECTOR	3.00	Director	$0	$0	$0
MATTHEW QUINN	DIRECTOR	3.00	Director	$0	$0	$0
CLAYTON M HUTMACHER	PRESIDENT/CEO	40.00	Officer Director	$285,677	$47,667	$333,344
KEVIN SOFIELD	DIRECTOR	3.00	Director	$0	$0	$0
ALTON C WARD	DIRECTOR	3.00	Director	$0	$0	$0
SEAN CORRIGAN	EXECUTIVE VICE PRESIDENT	40.00	Officer	$195,975	$21,237	$217,212
BARBARA SECOR	DIRECTOR OF PROGRAMS	40.00	Highest	$136,845	$7,902	$144,747
ANGEL MASON	DIRECTOR OF RESOURCES - FORMER	40.00	Highest	$121,910	$8,360	$130,270
KELLY BECKER	DIRECTOR OF DEVELOPMENT	40.00	Highest	$135,964	$1,240	$137,204
LISA HENSON	DIRECTOR OF RESOURCES	40.00	Highest	$105,216	$10,467	$115,683

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	$53,909,238	$20,172,546	$256,640,715	$33,736,692
2023	$16,775,569	$18,360,875	$220,158,980	$-1,585,306
2022	$15,269,660	$14,844,122	$183,770,020	$425,538
2021	$35,320,294	$12,764,306	$212,246,211	$22,555,988
2020	$16,396,122	$11,193,636	$175,400,415	$5,202,486
2019	$22,527,842	$10,107,708	$150,293,386	$12,420,134
2018	$16,639,238	$11,607,149	$123,600,321	$5,032,089

SPECIAL OPERATIONS WARRIOR FOUNDATION