Special Operations Foundation (EIN 853467264) - 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

2020

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Special Operations Foundation, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $209K in total revenue in fiscal year 2023. The organization ran a surplus of $65K, a strong 31% operating margin.

Mission

Supporting Special Operations domestically and abroad with support sustainment and transition resources. We raise funds and deploy them to special operation veteran focused non-profits and causes.

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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 (2023)

Revenue Breakdown

Contributions & Grants $209,160

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $209,160

Expense Breakdown

Grants Paid $3,460

Salaries & Benefits $0

Fundraising Expenses $135,534

Program Expenses $3,460

Other Expenses $140,464

TOTAL EXPENSES $143,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,160	N/A	N/A
Expenses	$143,924	N/A	N/A
Net Income	$65,236	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Paluska	Director	2.00	Director	$0	$0	$0
James Devine	Director	2.00	Director	$0	$0	$0
James Quertermous	Director	2.00	Director	$0	$0	$0
Tyler Hartman	Director	2.00	Director	$0	$0	$0
Rachel Washburn	Director	2.00	Director	$0	$0	$0
Chip Gray	Director	2.00	Director	$0	$0	$0
Ben Loper	President Chairman of the Board	5.00	Officer Key Emp	$0	$0	$0

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
2023	$209,160	$143,924	$92,581	$65,236

Special Operations Foundation