Civic Intelligence

The Special Forces Charitable Trust

990 • Fiscal year 2023 • EIN 27-4209721

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 29, 2024

Organization ProfileWWW.SPECIALFORCESCHARITABLETRUST.ORG

View Organization Page

P0 Box 53Southern Pines, NC 28388

(704) 860-8312

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.08x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.06x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Net Margin

57th percentile

11%

Higher net margin than 57% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

95th percentile

$200,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

28%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$3,512,650

Up $658,753 (+23%) from 2022

Net Assets

Up

$3,222,073

Up $568,510 (+21%) from 2022

Liabilities

Up

$290,577

Up $90,243 (+45%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin57th percentile

Revenue

Up

$5,109,394

Up $1,128,004 (+28%) from 2022

Expenses

Up

$4,540,899

Up $869,689 (+24%) from 2022

Net Income

Up

$568,495

Up $258,315 (+83%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $124,928Liabilities 2011: $21,534Net Assets 2011: $103,3942011Assets 2016: $1,172,936Liabilities 2016: $175,292Net Assets 2016: $997,6442016Assets 2020: $1,501,368Liabilities 2020: $117,641Net Assets 2020: $1,383,7272020Assets 2021: $2,361,539Liabilities 2021: $18,157Net Assets 2021: $2,343,3822021Assets 2022: $2,853,897Liabilities 2022: $200,334Net Assets 2022: $2,653,5632022Assets 2023: $3,512,650Liabilities 2023: $290,577Net Assets 2023: $3,222,0732023Assets 2024: $3,633,240Liabilities 2024: $223,001Net Assets 2024: $3,410,2392024

Highlighted filing

2023

Assets$3,512,650
Liabilities$290,577
Net Assets$3,222,073
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $182,3572011Revenue 2016: $1,960,219Expenses 2016: $2,214,004Net Income 2016: -$253,7852016Revenue 2020: $1,945,967Expenses 2020: $1,064,121Net Income 2020: $881,8462020Revenue 2021: $3,347,524Expenses 2021: $2,408,883Net Income 2021: $938,6412021Revenue 2022: $3,981,390Expenses 2022: $3,671,210Net Income 2022: $310,1802022Revenue 2023: $5,109,394Expenses 2023: $4,540,899Net Income 2023: $568,4952023Revenue 2024: $5,048,990Expenses 2024: $4,868,768Net Income 2024: $180,2222024

Highlighted filing

2023

Revenue$5,109,394
Expenses$4,540,899
Net Income$568,495
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 29, 2024
Return Version
2023v5.0
Gross Receipts
$5,548,204
Mission and Program Overview

Mission

To serve past and present us army special forces soldiers and their families through direct service programs such as scholarships, veteran assistance, transition programs and family support services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,535,450$3,120,488▲ $585,038
Investments in Publicly Traded Securities$109,374$189,005▲ $79,631
Land, Buildings, and Equipment, Net$12,524$13,404▲ $880
Accounts Receivable$3,596$3,656▲ $60
Total Assets$2,853,897$3,512,650▲ $658,753
Other Assets Total$192,953$186,097▼ $6,856
Liabilities
Other Liabilities$38,262$133,572▲ $95,310
Unsecured Notes Loans Payable$148,641$132,470▼ $16,171
Accounts Payable and Accrued Expenses$13,431$24,535▲ $11,104
Total Liabilities$200,334$290,577▲ $90,243
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,653,563$3,222,073▲ $568,510
Total Net Assets Fund Balance$2,653,563$3,222,073▲ $568,510
Total Liabilities and Net Assets / Fund Balance$2,853,897$3,512,650▲ $658,753

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,841--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodi BurnsExecutive DiFT$200,000-$200,000
Jodi BurnsExecutive Director-$175,000$25,000$200,000
Harrison GilliamDevelopmentaFT$101,500-$101,500
Cameron DavisProgram DireFT$93,500-$93,500
Brittany McfallsExecutive asFT$82,269-$82,269

Board Members and Trustees

NameTitle
Darsie RogersPresident
Dan RobitailleBoard Member
Mark StilesBoard Member
Nic PerkinBoard Member
Paul TheofanousBoard Member
Phil VottieroBoard Member
Vaughan GundyBoard Member
Kevin CrawfordSecretary
Ed PetkovichTreasurer
Chad FaulknerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,796,630
Program Service Revenue
$0
Investment Income
$86,311
Other Revenue
$226,453
All Other Contributions
$3,132,134
Change in Net Assets
$568,495

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,109,394
Total Revenue per Audited Statements
$5,109,394
Total Revenue per Form 990
$5,109,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,650,362
Salaries, Compensation, and Employee Benefits$763,304
Total Fundraising Expense$275,788
Grants and Similar Amounts Paid$127,233
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$776,273$272$68,133$844,678
Other Salaries and Wages$556,740$58,961$93,482$709,183
Travel$456,872$7,798$42,556$507,226
Grants to Domestic Orgs$127,233--$127,233
Office Expenses$63,509$15,296$16,295$95,100
Payroll Taxes$41,925$4,717$7,479$54,121
Fees for Services Other-$39,068-$39,068
Fees for Services Accounting-$16,951-$16,951
Information Technology$4,785$3,149$3,588$11,522
Other Expenses$8,682$-325$2,376$10,733
Insurance$968$3,504$1,015$5,487
Advertising$4,912-$-175$4,737
Depreciation Depletion$4,262--$4,262
All Other Expenses-$2,327-$2,327
Fees for Services Legal-$555-$555
Total Functional Expenses$4,093,488$171,623$275,788$4,540,899

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,540,899
Expenses per Audited Statements$4,540,884
Total Expenses per Audited Statements$4,540,884
Expenses Not Reported on Financial Statements$15
Other Expense Adjustments$15
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gold Star Teen AdventuresFayetteville, NC501c3Family Assistance$52,598
Talons Reach FoundationEwa Beach, HI501c3Family Assistance$10,299
Special Operations Warriors Foundat---$10,010
Marine Reconnaissance Foundation---$10,000
Patriots Hall of Dripping SpringsDrippings Springs, TX501c3Family Assistance$10,000
Sound Off IncSan Antonio, TX501c3Family Assistance$10,000
The Gratitude IniativeTampa, FL501c3Family Assistance$10,000
Special Forces AssociationRed Oak, TX501c3Family Assistance$5,600
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$579,517
Fundraising Direct Expenses$353,064
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tgas$1,951,340$566,792$99,664$467,128
Spartan Clays$171,966$12,300$12,176$124
Total Events$2,239,413$579,517$316,902$262,615
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Liability$91,087
Accrued Payroll$26,314
Deferred Rent Liability$16,171
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form is given to each board member and thereafter a conference call is made to review the document and answer any questions.”

Form 990, Page 6, Part VI, Line 12C

“Each member signs the conflict of interest policy annually. Any possible conflicts are brought to the board's attention.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is based on job duties and work performance. The amount of compensation is reviewed and approved by the board.”

Form 990, Page 6, Part VI, Line 17

“Maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, new hampshire, new jersey, new mexico, new york, north carolina, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, texas, utah, virginia, washington, west virginia, wisconsin, tennessee”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Special Forces Charitable Trust
EIN
27-4209721
Phone
7048608312
Address
P0 BOX 53, SOUTHERN PINES, NC 28388

Signing Officer

Name
Jodi Burns
Title
Executive Director
Phone
9107257034
Signed
2024-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi Burns
Formed
2010
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
9
Volunteers
14

Preparer

Firm
Barb & Company Pa
Address
PO BOX 487, COLUMBIA, SC 29202-0487
Preparer
Paul B Robins
Phone
8032520606
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“SPECIAL EVENTS”

Form 990, Part XI, Line 9

“Book / tax depreciation difference 15”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Book / tax depreciation difference 15”

Raw XML AppendixShowing 400 of 612 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,512,650
Liabilities
$290,577
Net assets
$3,222,073
Revenue
$5,109,394
Expenses
$4,540,899
Net income
$568,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.22$3.41$5.05$4.87$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.29$3.22$5.11$4.54$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.20$2.65$3.98$3.67$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.02$2.34$3.35$2.41$0.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.12$1.38$1.95$1.06$0.88
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.18$1.00$1.96$2.21$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.02$0.10$0.18