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Special Forces Charitable Trust FY2020 filing

Tax-deductible

Southern Pnes, NC501(c)(3)Foundations & GrantmakersEIN 27-4209721Revenue $1.9M in FY2020

On file with the IRSspecialforcescharitabletrust.org677 S Bennett St, 28387-5919 · Southern Pnes, NCTax-exempt since Apr 2011Publicly supported charity — 170(b)(1)(A)(vi)

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To serve past and present u.s. Army Special Forces soldiers and their families through direct service programs such as scholarships, veteran assistance, transition programs and family support

501(c)(3) charity; gifts are tax-deductible.
43¢ of each $1 spent went to programs.
$249K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $576K a year · 16% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
43%
of spending
Concern: 43% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$249K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
Cash reserves
15 mo
of spending, in cash
Looks good: 15.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $175K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$118K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
Spent
$1.1M
To programs
43%
Net assets
$1.4M
By yearFY2020–FY2024
Revenue
$1.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$3.3M
FY2022$4.0M
FY2023$5.1M
FY2024$3.1M
Expenses
$1.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$2.4M
FY2022$3.7M
FY2023$4.5M
FY2024$2.9M
Net assets
$1.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$2.3M
FY2022$2.7M
FY2023$3.2M
FY2024$3.4M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

43 cents of each dollar spent went to programs.

Program services 43% · $456K Management & general 34% · $362K Fundraising 23% · $246K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $249K paid to officers and key staff.

Part VII, Section A · reportable compensation
David Guernsey
Executive Director - 1/1-9/30
$143,269Pt VII · Sec A
Jodi Burns
Executive Director - 10/1-12/31
$105,577Pt VII · Sec A
Bennet Sacolick
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Mike Mika
Secretary
$0Pt VII · Sec A
Wade Owens
Director
$0Pt VII · Sec A
David Coffey
Director
$0Pt VII · Sec A
Terry English
President
$0Pt VII · Sec A

Jodi Burns’s $200K as Executive Director is at the 82nd percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jodi Burns$200,050$200,000$175,020$150,000$105,577
David Guernsey————$143,269
Cameron Davis$103,512$93,500$90,002——
Harrison Gilliam—$101,500$100,012——
Brittany McFalls—$82,269$72,310——
Kacie Hamby——$31,286——
Stephanie Langford——$27,732——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Special Forces Charitable Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides scholarships, veteran assistance, and family support to Army Special Forces soldiers and their families.

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Provided by the organization

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3 programs · $456K · in their own filed words · FY2020
01

Family and command support

$326Kprogram expense
02

Education and motivation

$108Kprogram expense
03

Veterans and heritage

$22Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Our Change FoundationFY2025$100K
Kbr Charitable Foundation INCFY2025$75K
Total grants receivedfrom 2 funders$175K
Grants paid · 68 grants · $1.7M · 2020–2024
Military Warriors Support FoundationTX · FY2024$50,000
The Donovan & Bank FoundationNC · FY2024$50,000
Unitemized GrantFY2024$25,000
Memorial 3gun Foundation INCNC · FY2024$15,000
Secure America NowFY2024$13,000
Unitemized GrantFY2024$10,000
Unitemized GrantFY2024$10,000
Unitemized GrantFY2024$10,000
Patriots Hall of Dripping Springs INCTX · FY2024$10,000
Marine Reconnaissance FoundationHI · FY2024$10,000
Special Operations Association INCFL · FY2024$10,000
Gold Star Teen AdventuresNC · FY2023$52,598
Talons Reach Foundation INCWY · FY2023$10,299
Special Operations Warrior FoundationFL · FY2023$10,010
Marine Reconnaissance FoundationHI · FY2023$10,000
The Gratitude InitiativeTX · FY2023$10,000
Sound OffTX · FY2023$10,000
Patriots Hall of Dripping Springs INCTX · FY2023$10,000
See all 68 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.8M
Other incomeLn 4–11$174K
Money outPt IX
$1.1M
Ln 25
Programscol B$456K
Managementcol C$362K
Fundraisingcol D$246K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$1.5M
LiabilitiesLn 26$118K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Fundraising eventsLn 1c$1.3M
Other incomeLn 4–11$174K
Gains on assetsLn 7−$1K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$1.3M
SavingsLn 2$43K
Cash and savings togetherLn 1–2$1.4M
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$139K
Total assetsLn 16$1.5M
LiabilitiesLn 26$118K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 56
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$476K$1.4M
Land, buildings, equipmentLn 10c$4K$6K
Total assetsLn 16$639K$1.5M
LiabilitiesLn 26$137K$118K
Net assetsLn 32$502K$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$194K$194K
Grants to domestic individualsLn 2$84K$84K
Pay of current officers, directors and key staffLn 5$249K$62K$127K$60K
Other salaries and wagesLn 7$236K$58K$108K$70K
Payroll taxesLn 10$41K$10K$20K$11K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$12K$12K
Other fees for servicesLn 11g$51K$51K
Advertising and promotionLn 12$58K$58K
Office expensesLn 13$43K$25K$10K$8K
Information technologyLn 14$14K$14K
OccupancyLn 16$500$350$50$100
TravelLn 17$29K$20K$3K$6K
Depreciation, depletion and amortizationLn 22$2K$1K$183$367
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$41K$22K$19K
Total functional expensesLn 25$1.1M$456K$362K$246K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.1M$2.9M$180K$3.4M 990 PDF
FY2023 $5.1M$4.5M$568K$3.2M 990 PDF
FY2022 $4.0M$3.7M$310K$2.7M 990 PDF
FY2021 $3.3M$2.4M$939K$2.3M 990 PDF
FY2020 Viewing $1.9M$1.1M$882K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,945,967 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,971,316$1,771,587
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$276−$1,069
I-11 Other revenuePrior year $119,179$175,449
I-12 Total revenuePrior year $2,090,219$1,945,967
I-13 Grants and similar amounts paidPrior year $1,515,660$278,395
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $497,239$526,595
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $214,960$259,131
I-18 Total expensesPrior year $2,227,859$1,064,121
I-19 Revenue less expensesPrior year −$137,640$881,846
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,945,967 across 6 lines filed
VIII-1c Fundraising events$1,307,624
VIII-1f All other contributions, gifts and grants$463,963
VIII-1h Total contributions, gifts and grants$1,771,587
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,069−$1,069
VIII-8 Net income from fundraising eventsExcluded from tax $175,449$175,449
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $174,380$1,945,967
Part IX · Statement of functional expenses $1,064,121 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $194,436$194,436
IX-2 Grants to domestic individualsPrograms $83,959$83,959
IX-5 Pay of current officers, directors and key staffPrograms $62,060 · Management $126,838 · Fundraising $59,948$248,846
IX-7 Other salaries and wagesPrograms $58,104 · Management $108,348 · Fundraising $69,993$236,445
IX-10 Payroll taxesPrograms $10,326 · Management $19,826 · Fundraising $11,152$41,304
IX-11b Legal feesManagement $4,211$4,211
IX-11c Accounting feesManagement $12,051$12,051
IX-11g Other fees for servicesManagement $50,552$50,552
IX-12 Advertising and promotionFundraising $58,270$58,270
IX-13 Office expensesPrograms $24,625 · Management $10,173 · Fundraising $7,955$42,753
IX-14 Information technologyFundraising $13,639$13,639
IX-16 OccupancyPrograms $350 · Management $50 · Fundraising $100$500
IX-17 TravelPrograms $20,360 · Management $2,909 · Fundraising $5,817$29,086
IX-22 Depreciation, depletion and amortizationPrograms $1,283 · Management $183 · Fundraising $367$1,833
IX-23 InsuranceManagement $5,486$5,486
IX-24 Other expenses (24a–d)Management $21,851 · Fundraising $18,899$40,750
IX-25 Total functional expensesPrograms $455,503 · Management $362,478 · Fundraising $246,140$1,064,121
Part X · Balance sheet $1,501,368 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $377,791$1,308,618
X-2 Savings and temporary cash investmentsStart of year $97,868$43,197
X-4 Accounts receivableStart of year $250$4,718
X-10c Land, buildings and equipment, netStart of year $3,944$5,534
X-15 Other assetsStart of year $7,204$139,301
X-16 Total assetsStart of year $638,756$1,501,368
X-17 Accounts payable and accrued expensesStart of year $83,089$21,750
X-24 Unsecured notes and loans payable$95,891
X-26 Total liabilitiesStart of year $136,875$117,641
X-27 Net assets without donor restrictionsStart of year $433,726$1,352,022
X-28 Net assets with donor restrictionsStart of year $68,155$31,705
X-32 Total net assets or fund balancesStart of year $501,881$1,383,727
X-33 Total liabilities and net assetsStart of year $638,756$1,501,368
Part XI · Reconciliation of net assets $1,383,727 net assets at year end
XI-1 Total revenue$1,945,967
XI-2 Total expenses$1,064,121
XI-3 Revenue less expenses$881,846
XI-4 Net assets at start of year$501,881
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,383,727

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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