SPECIAL OPERATIONS WARRIOR FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL OPERATIONS WARRIOR FOUNDATION (EIN 52-1183585)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-01
- IRS object ID
- 202542749349300914
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-01T10:33:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593040705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERO GORDIMER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N FRANKLIN ST SUITE 2200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521183585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIAL OPERATIONS WARRIOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 8138059400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1137 MARBELLA PLAZA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33619 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON M HUTMACHER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8138059400 | PhoneNum |
| Signature | 2025-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAM A LAZZARA | PreparerPersonNm |
| PTIN | P01342929 | PTIN |
| Phone | 8138757774 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAYTON M HUTMACHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1137 MARBELLA PLAZA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $169,674,294 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPECIALOPS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,742,936 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,708,321 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,089,321 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,718,941 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$56,688 | PYOtherRevenueAmt |
| CY Other Revenue | $1,481,976 | CYOtherRevenueAmt |
| PY Total Revenue | $16,775,569 | PYTotalRevenueAmt |
| CY Total Revenue | $53,909,238 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,010,753 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,816,718 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,210,679 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,422,553 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,356,096 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,139,443 | PYOtherExpensesAmt |
| CY Other Expenses | $8,933,275 | CYOtherExpensesAmt |
| PY Total Expenses | $18,360,875 | PYTotalExpensesAmt |
| CY Total Expenses | $20,172,546 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,585,306 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,736,692 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $220,158,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $256,640,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $75,848,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,409,497 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $144,309,997 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $173,231,218 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENSURE COMPREHENSIVE EDUCATIONAL SUPPORT INCLUDING, BUT NOT LIMITED TO, ACADEMIC ADVOCACY, PRESCHOOL AND PRIVATE SCHOOL GRANTS, TUTORING, SUPPORT FOR STUDENTS WITH DISABILITIES, COLLEGE READINESS PROGRAMS, FULL FINANCIAL ASSISTANCE FOR UP TO A FOUR-YEAR POST-SECONDARY DEGREE, ACCESS TO OUR COLLEGE TO CAREER TRANSITIONS PROGRAM, A COMMITMENT TO COVER EDUCATIONAL COSTS FOR THE SURVIVING CHILDREN OF SPECIAL OPERATIONS PERSONNEL WHOSE SPOUSES PERISH WHILE THE SPECIAL OPERATOR IS ACTIVELY SERVING, WHILE PROVIDING A VARIETY OF OTHER PRACTICAL PROGRAMS AND SERVICES. THE FOUNDATION ALSO PROVIDES IMMEDIATE FINANCIAL GRANTS TO SEVERELY COMBAT-WOUNDED, ILL, AND INJURED SPECIAL OPERATIONS PERSONNEL WHO REQUIRE HOSPITALIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,351,846 | ExpenseAmt |
| Grant | $5,699,410 | GrantAmt |
| Desc | SCHOLARSHIP GRANTS: THE FOUNDATION EMPLOYS A PROACTIVE APPROACH TO THE ACADEMIC SUCCESS OF OUR STUDENTS, WITH AN INTENTIONAL FOCUS ON THEIR COMPLETION OF A POST-SECONDARY DEGREE. IN 2024, 261 CHILDREN ATTENDED COLLEGES OR OTHER POST SECONDARY EDUCATIONAL INSTITUTIONS AND THE FOUNDATION PROVIDED APPROXIMATLEY $5.7 MILLION TO THE CHILDREN ATTENDING COLLEGE. OUR GRANTS INCLUDE FUNDING FOR TUITION, ROOM AND BOARD, BOOKS, TUTORING, COMPUTERS, FEES, TRANSPORTATION, AND PERSONAL EXPENSES. AT DECEMBER 31, 2024 THERE ARE 1,863 CHILDREN WHO SURVIVED 1,451 SPECIAL OPERATIONS PERSONNEL,SPOUSES OF ACTIVELY SERVING SPECIAL OPERATIONS PERSONNEL AND MEDAL OF HONOR RECIPIENTS WHO GAVE THEIR LIVES IN PATRIOTIC SERVICE TO THEIR COUNTRY. OF THESE 1,863 CHILDREN, 565 HAVE GRADUATED COLLEGE. (CONTINUED ON SCHEDULE O). THE FOUNDATION RETAINED ERNST & YOUNG LLP TO PREPARE AN ACTUARIAL VALUATION FOR FUNDING PURPOSES TO SUMMARIZE THE PRESENT VALUE OF THE PROJECTED NEED OF THE SCHOLARSHIP PROGRAM AS OF DECEMBER 31, 2022. THE ACTUARIAL VALUATION INCORPORATED BOTH CURRENT AND PROJECTED FUTURE BENEFICIARIES OF THE PROGRAM AND PROVIDED INFORMATION REGARDING ALTERNATIVE PATTERNS AND SENSITIVITY OF DISCOUNT RATES AND INVESTMENT RETURNS ON THE ANTICIPATED DONATIONS NEEDS. THE RESULTS CONCLUDED THE PRESENT VALUE OF THE PROJECTED NEED OF THE SCHOLARSHIP PROGRAM TO BE APPROXIMATELY $401 MILLION AT DECEMBER 31, 2022, WITH AN UNFUNDED PROJECTED NEED OF APPROXIMATELY $224 MILLION AT DECEMBER 31, 2022. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,265,299 | ExpenseAmt |
| Grant | $2,804,951 | GrantAmt |
| Desc | EDUCATIONAL ADVOCACY, TUTORING AND PRIVATE SCHOOLING: ACADEMIC AND CAREER ADVOCACY SERVICES ARE AVAILABLE TO ALL ELIGIBLE CHILDREN BEGINNING AT A YOUNG AGE. BY SETTING THE EXPECTATION OF A POST-SECONDARY EDUCATION, OUR STUDENTS BEGIN SETTING THEIR ACADEMIC AND PROFESSIONAL GOALS FROM A YOUNG AGE. THE FOUNDATION IS THERE TO ENSURE THAT EACH STUDENT IS ON TRACK TO REACH THOSE GOALS.THE FOUNDATION PROVIDED EDUCATIONAL ADVOCACY TO OVER 1,200 CHILDREN THAT HAVE NOT YET REACHED COLLEGE AGE OR STARTED THEIR POST SECONDARY EDUCATION. (CONTINUED ON SCHEDULE O).456 OF THESE CHILDREN WERE IN MIDDLE AND HIGH SCHOOL AND RECEIVED ACADEMIC PLANNING MATERIALS AND STARTED PREPARING TO BEGIN THEIR POST SECONDARY EDUCATION. IN HOME TUTORING WAS AVAILABLE TO ALL CHILDREN FROM KINDERGARTEN AGE THROUGH COLLEGE GRADUATION. THE FOUNDATION ALSO FUNDED VISITS TO COLLEGES FOR HIGH SCHOOL SENIORS. THE FOUNDATION CONDUCTS AN ANNUAL COLLEGE PREPARATION CONFERENCE/SEMINAR FOR OUR HIGH SCHOOL JUNIORS AND SENIORS. THE STUDENTS ARE LODGED ON A COLLEGE CAMPUS, COACHED IN COLLEGE FINANCES, SOCIAL RESPONSIBILITIES, TAUGHT HOW TO WRITE A COLLEGE ADMISSIONS ESSAY, LEARN ABOUT EXPECTATIONS FROM COLLEGE PROFESSORS, AND ARE MENTORED BY SOWF COLLEGE GRADUATES. MOST RECENTLY, IN 2021, THE BOARD OF DIRECTORS APPROVED PRIVATE SCHOOL TUITION ASSISTANCE GRANTS OF UP TO $5000 PER K-12 STUDENT, PER YEAR. IN ITS COMMITMENT TO ITS NUMBER ONE PRIORITY, STUDENT SUCCESS, SOWF CONTINUES TO ENHANCE EDUCATIONAL OPPORTUNITIES, FROM CRADLE TO CAREER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $465,577 | ExpenseAmt |
| Grant | $312,357 | GrantAmt |
| Desc | SUPPORT TO SPECIAL OPERATIONS WOUNDED PERSONNEL: SPECIAL OPERATORS ARE DEPLOYED IN OVER 80 COUNTRIES EVERY DAY. ONE OF THE MOST DIFFICULT CHALLENGES THAT SPECIAL OPERATIONS FAMILIES MAY FACE IS THE IMMEDIATE FINANCIAL BURDEN WHEN THEIR LOVED ONE IS HOSPITALIZED WITH SEVERE COMBAT WOUNDS, INJURIES, OR ILLNESS. SINCE 2006, SPECIAL OPERATIONS WARRIOR FOUNDATION HAS PROVIDED IMMEDIATE FINANCIAL SUPPORT TO OVER 1,300 SEVERELY WOUNDED, ILL, AND INJURED SPECIAL OPERATORS REQUIRING HOSPITALIZATION. IN 2024, THE FOUNDATION PROVIDED DIRECT FINANCIAL SUPPORT TO 56 SEVERELY COMBAT WOUNDED OR INJURED SPECIAL OPERATIONS PEOPLE AND THEIR FAMILIES. (CONTINUED ON SCHEDULE O).THESE FUNDS ARE USED TO REDUCE THE BURDEN OF UNEXPECTED EXPENSES SUCH AS AIRFARE, CHILD CARE, PET CARE, RENTAL CARS, ETC. ADDITIONALLY, SOWF SENDS THE HOSPITALIZED SERVICE MEMBER AN IPAD TO FACILITATE CONNECTIVITY WITH FRIENDS AND FAMILY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,082,722 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN CORRIGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8138059400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1137 MARBELLA PLAZA | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33619 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RAYMOND TONY THOMAS III | |||||||
| CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID REDMOND | |||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRAIG BROTCHIE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY BRUNO | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A CLARK | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRON COLLIER II | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM CRAIG | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE DURANT | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE FERKES | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD FORSYTH | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY FOWLER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| COLE HAUSER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GARDNER HOWE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HOWELL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON KOZMETSKY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES LINDER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CARLA D LONG | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHELE MALVESTI | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MCCAULEY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGEANN MCRAVEN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MILLER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW QUINN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAYTON M HUTMACHER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $285,677 | $0 | $47,667 | |
| KEVIN SOFIELD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALTON C WARD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN CORRIGAN | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | $195,975 | $0 | $21,237 | ||
| BARBARA SECOR | |||||||
| DIRECTOR OF PROGRAMS | 40.00 | $136,845 | $0 | $7,902 | Yes (X) | ||
| ANGEL MASON | |||||||
| DIRECTOR OF RESOURCES - FORMER | 40.00 | $121,910 | $0 | $8,360 | Yes (X) | ||
| KELLY BECKER | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $135,964 | $0 | $1,240 | Yes (X) | ||
| LISA HENSON | |||||||
| DIRECTOR OF RESOURCES | 40.00 | $105,216 | $0 | $10,467 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $981,587 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,873 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LCG ASSOCIATES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GALLERIA PARKWAY SUITE 1800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY | ServicesDesc |
| Compensation | $155,142 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,902,835 | FundraisingAmt |
| All Other Contributions | $14,805,486 | AllOtherContributionsAmt |
| Noncash Contributions | $2,308,954 | NoncashContributionsAmt |
| Total Contributions | $17,708,321 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,487,263 | TotalRevenueColumnAmt |
| Exclusion | $3,487,263 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,476,238 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $115,244,560 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,231,678 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,231,678 | TotalRevenueColumnAmt |
| Exclusion | $31,231,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,002,472 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,902,835 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $520,496 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,481,976 | TotalRevenueColumnAmt |
| Exclusion | $1,481,976 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,909,238 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,200,917 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,816,718 | TotalAmt |
| Program Services | $8,816,718 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,652 | TotalAmt |
| Program Services | $240,826 | ProgramServicesAmt |
| Management And General | $96,330 | ManagementAndGeneralAmt |
| Fundraising | $144,496 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,612,920 | TotalAmt |
| Program Services | $701,732 | ProgramServicesAmt |
| Management And General | $322,584 | ManagementAndGeneralAmt |
| Fundraising | $588,604 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,554 | TotalAmt |
| Program Services | $85,277 | ProgramServicesAmt |
| Management And General | $34,111 | ManagementAndGeneralAmt |
| Fundraising | $51,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,427 | TotalAmt |
| Program Services | $62,315 | ProgramServicesAmt |
| Management And General | $31,485 | ManagementAndGeneralAmt |
| Fundraising | $63,627 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,564 | TotalAmt |
| Program Services | $19,781 | ProgramServicesAmt |
| Management And General | $7,913 | ManagementAndGeneralAmt |
| Fundraising | $11,870 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,120 | TotalAmt |
| Program Services | $373,060 | ProgramServicesAmt |
| Management And General | $149,224 | ManagementAndGeneralAmt |
| Fundraising | $223,836 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,427 | TotalAmt |
| Program Services | $12,709 | ProgramServicesAmt |
| Management And General | $6,222 | ManagementAndGeneralAmt |
| Fundraising | $65,496 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,862 | TotalAmt |
| Program Services | $85,117 | ProgramServicesAmt |
| Fundraising | $56,745 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,787 | TotalAmt |
| Program Services | $28,705 | ProgramServicesAmt |
| Management And General | $12,757 | ManagementAndGeneralAmt |
| Fundraising | $22,325 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,717 | TotalAmt |
| Program Services | $30,923 | ProgramServicesAmt |
| Management And General | $13,743 | ManagementAndGeneralAmt |
| Fundraising | $24,051 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,129 | TotalAmt |
| Program Services | $36,059 | ProgramServicesAmt |
| Management And General | $16,025 | ManagementAndGeneralAmt |
| Fundraising | $28,045 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,068 | TotalAmt |
| Program Services | $46,380 | ProgramServicesAmt |
| Management And General | $20,614 | ManagementAndGeneralAmt |
| Fundraising | $36,074 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,174 | TotalAmt |
| Program Services | $10,878 | ProgramServicesAmt |
| Management And General | $4,835 | ManagementAndGeneralAmt |
| Fundraising | $8,461 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,130 | TotalAmt |
| Program Services | $20,758 | ProgramServicesAmt |
| Management And General | $9,226 | ManagementAndGeneralAmt |
| Fundraising | $16,146 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,297 | TotalAmt |
| Program Services | $19,484 | ProgramServicesAmt |
| Management And General | $8,659 | ManagementAndGeneralAmt |
| Fundraising | $15,154 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED SCHOLARSHIP LIA | Desc |
| Total | $7,492,000 | TotalAmt |
| Program Services | $7,492,000 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,172,546 | TotalAmt |
| Program Services | $18,082,722 | ProgramServicesAmt |
| Management And General | $733,728 | ManagementAndGeneralAmt |
| Fundraising | $1,356,096 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,414,108 | BOYAmt |
| EOY | $846,044 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,560,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,609 | BOYAmt |
| EOY | $196,153 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,458 | BOYAmt |
| EOY | $27,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,348,315 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $593,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,702 | BOYAmt |
| EOY | $755,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,639,103 | BOYAmt |
| EOY | $252,256,110 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,158,980 | BOYAmt |
| EOY | $256,640,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,983 | BOYAmt |
| EOY | $344,497 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,573,000 | BOYAmt |
| EOY | $83,065,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,848,983 | BOYAmt |
| EOY | $83,409,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,484,919 | BOYAmt |
| EOY | $171,304,333 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,078 | BOYAmt |
| EOY | $1,926,885 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,309,997 | BOYAmt |
| EOY | $173,231,218 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,158,980 | BOYAmt |
| EOY | $256,640,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,736,692 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,815,471 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,589,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,871,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,815,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,742,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,708,321 | CurrentTaxYearAmt |
| Total | $72,727,667 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,589,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,871,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,815,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,742,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,708,321 | CurrentTaxYearAmt |
| Total | $72,727,667 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,113,154 | SubstantialContributorsTotAmt |
| Public Support Total170 | $70,614,513 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,619,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,461,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,809,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,139,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,487,263 | CurrentTaxYearAmt |
| Total | $22,518,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $95,245,809 | TotalSupportAmt |
| Public Support CY170 | 0.74140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $213,639,106 | BeginningYearBalanceAmt |
| Contributions | $9,345,619 | ContributionsAmt |
| Investment Earnings Or Losses | $29,859,171 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $587,783 | AdministrativeExpensesAmt |
| End Year Balance | $252,256,110 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,997,725 | BeginningYearBalanceAmt |
| Contributions | $5,929,762 | ContributionsAmt |
| Investment Earnings Or Losses | $32,185,717 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $474,098 | AdministrativeExpensesAmt |
| End Year Balance | $213,639,106 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,636,664 | BeginningYearBalanceAmt |
| Contributions | $3,208,997 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,631,897 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $216,039 | AdministrativeExpensesAmt |
| End Year Balance | $175,997,725 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $170,394,764 | BeginningYearBalanceAmt |
| Contributions | $8,691,039 | ContributionsAmt |
| Investment Earnings Or Losses | $28,985,580 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $434,719 | AdministrativeExpensesAmt |
| End Year Balance | $207,636,664 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,575,538 | BeginningYearBalanceAmt |
| Contributions | $3,402,122 | ContributionsAmt |
| Investment Earnings Or Losses | $20,883,650 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $466,546 | AdministrativeExpensesAmt |
| End Year Balance | $170,394,764 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,060 | OtherCostOrOtherBasisAmt |
| Book Value | $127,060 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $300,391 | DepreciationAmt |
| Book Value | $627,962 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $264,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $264,920 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,982 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $755,022 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED SCHOLARSHIPS PAYABLE | Desc |
| Amt | $83,065,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,065,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,347,647 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,815,471 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$4,815,471 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,163,118 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $746,120 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $746,120 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $53,909,238 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,426,426 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,426,426 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $746,120 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $746,120 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,172,546 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD DESIGNATED QUASI-ENDOWMENT FUND IS TO SUPPORT THE SCHOLARSHIP, EDUCATIONAL COUNSELING, TUTORING PROGRAMS, PRE-SCHOOL AND IMMEDIATE FINANCIAL ASSISTANCE TO SEVERELY WOUNDED OR INJURED SPECIAL OPERATIONS SERVICE MEMBERS. |
| PART X, LINE 2: | THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 FOR THE YEAR ENDED DECEMBER 31, 2024 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION NOR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JOIN FORCES TEXAS STYLE | Event1Nm |
| Gross Receipts Event1 | $923,066 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $875,066 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,000 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $148,855 | OtherDirectExpensesEvent1Amt |
| Event2 | TAMPA DINNER | Event2Nm |
| Gross Receipts Event2 | $547,164 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $513,239 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $33,925 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $102,099 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 10 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,435,077 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,514,530 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,920,547 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $269,542 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,905,307 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,902,835 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,002,472 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $520,496 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $520,496 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,481,976 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| COLLEGE SCHOLARSHIPS | 261 | $5,699,410 | CASH GIVEN |
| SUPPORT TO WOUNDED SPECIAL OPERATIONS PERSONNEL | 56 | $312,357 | CASH GIVEN |
| TUTORING AND PRESCHOOL ASSISTANCE | 456 | $2,804,951 | CASH GIVEN |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE INITIAL CONTACT FOR ELIGIBLE CHILDREN IS THROUGH THE SPECIAL OPERATIONS COMMAND. THE FOUNDATION REVIEWS THE INFORMATION TO VERIFY THAT THE CHILDREN ARE ELIGIBLE FOR SCHOLARSHIPS. SCHOLARSHIP RECIPIENTS' PROGRESS IS MONITORED TO ENSURE THEY MAINTAIN THE REQUIRED GRADE POINT AVERAGE AND TO ASSESS THEIR FINANCIAL NEEDS. SCHOLARSHIPS ARE PAID BY THE FOUNDATION DIRECTLY TO THE SCHOOL. |
| FORM 990, SCHEDULE I, PART III | SURVIVING CHILDREN OF SPECIAL OPERATIONS SERVICE MEMBERS WHO DIE IN THE LINE OF DUTY AND CHILDREN OF MEDAL OF HONOR RECIPIENTS ARE AUTOMATICALLY ELIGIBLE FOR POST SECONDARY EDUCATIONAL SCHOLARSHIPS UP TO AN UNDERGRADUATE DEGREE. THE FOUNDATION MAINTAINS CONTACT WITH THE FAMILIES FROM THE DEATH THROUGH THE POST SECONDARY GRADUATION OF THE CHILDREN. MANY TIMES THIS IS MORE THAN 15 YEARS. CHILDREN MUST MEET AN ACADEMIC STANDARD OF MAINTAINING A REQUIRED GRADE POINT AVERAGE OF 2.0 OR PASSING GRADE. COST OF THE EDUCATION COVERED INCLUDES TUITION, BOOKS, FEES, TUTORING, ROOM, BOARD, TRANSPORTATION AND PERSONAL EXPENSES. SEVERELY COMBAT WOUNDED, ILL, AND INJURED SPECIAL OPERATIONS PEOPLE WHO ARE TRANSFERRED TO U.S. GOVERNMENT HOSPITALS RECEIVE UP TO $5,000 TO DEFRAY THE COSTS THEIR FAMILIES INCUR DURING THE INITIAL PHASE OF RECOVERY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAYTON M HUTMACHER | ||||||||||||||
| PRESIDENT/CEO | $285,677 | $0 | $0 | $0 | $0 | $0 | $47,667 | $0 | $0 | $0 | $333,344 | $0 | $0 | $0 |
| SEAN CORRIGAN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $195,975 | $0 | $0 | $0 | $0 | $0 | $21,237 | $0 | $0 | $0 | $217,212 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,308,954 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED STOCK PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE MEMBERS OF THE EXECUTIVE COMMITTEE AND THE AUDIT AND FINANCE COMMITTEE REVIEW THE IRS FORM 990 PRIOR TO BEING SENT TO ALL BOARD MEMBERS. AFTER THEIR REVIEW, A DRAFT COPY OF FORM 990, INCLUDING ALL REQUIRED SCHEDULES, IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING THE FORM WITH THE IRS. COPIES ARE PROVIDED TO ALL BOARD MEMBERS AFTER THE 990 IS SIGNED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FOUNDATION'S BOARD INDEPENDENCE AND CONFLICT OF INTEREST POLICY. THE POLICY IS REVIEWED AND RENEWED ANNUALLY BY VOTE. ALL BOARD MEMBERS ARE REQUIRED TO REPORT ALL BUSINESS RELATIONSHIPS AND TRANSACTIONS THAT MAY POSE A CONFLICT VIA AN ANNUAL SURVEY. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ACCORDANCE WITH THE FOUNDATION'S BY-LAWS, THE EXECUTIVE COMMITTEE ("EC") EXERCISES THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION AND SERVES AS THE COMPENSATION COMMITTEE. THE EC REVIEWS NATIONAL CHARITY RATING ORGANIZATION'S COMPENSATION REPORTS AND INTERNET BASED NON PROFIT AND SALARY WEBSITES TO OBTAIN SALARY INFORMATION FOR BOTH TAXABLE AND TAX EXEMPT ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA. FULL DISCLOSURE IS PROVIDED TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION PROVIDES A COPY OF THE IRS FORM 990 AND FORM 1023 TO ANYONE REQUESTING THE DOCUMENTS. THE MOST RECENT FORM 990 IS AVAILABLE ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S CONFLICT OF INTEREST POLICY, ANNUAL REPORT, IRS DETERMINATION LETTER AND CONFIDENTIALITY/PRIVACY POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. |
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