| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 70,810 | 132,507 | 112,303 | 314,226 | 22,737 | 652,583 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 70,810 | 132,507 | 112,303 | 314,226 | 22,737 | 652,583 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 652,583 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 70,810 | 132,507 | 112,303 | 314,226 | 22,737 | 652,583 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 644 | 295 | 731 | 783 | 452 | 2,905 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 655,488 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6 | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | ||||||
| c | Add lines 10a and 10b | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6Total annual distributions. Add lines 1 through 5. | 6 | |
|
7
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
7 | |
| 8 Distributable amount for 2025 from Section C, line 6 | 8 | |
| 9 Line 7 amount divided by Line 8 amount | 9 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2025 |
(iii) Distributable Amount for 2025 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2025 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2025 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2025: | ||||
| a From 2020....... | ||||
| b From 2021....... | ||||
| c From 2022....... | ||||
| d From 2023....... | ||||
| e From 2024....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2025 distributable amount | ||||
|
i
Carryover from 2020 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2025 from Section D, line 6: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2025 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2025, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2025. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2026. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2021..... | ||||
| b Excess from 2022..... | ||||
| c Excess from 2023..... | ||||
| d Excess from 2024..... | ||||
| e Excess from 2025..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SPECIAL OPS SURVIVORS ADVANCES THE MISSION "TO EMBRACE AND EMPOWER SURVIVING SPOUSES OF FALLEN SPECIAL OPERATIONS HEROES TO BUILD HEALTHY POST-LOSS FUTURES AS THEY TRANSITION AND REBUILD THEIR NEW LIVES." THE FOUNDATION PROVIDES PROGRAMS SPECIFICALLY DESIGNED TO A) EMPOWER AND EDUCATE, B) BUILD AND ENHANCE RESILIENCY, C) IMPROVE HEALTH AND WELLNESS, D)FUND EDUCATION AND CAREER ADVANCEMENT, AND E) OFFER FINANCIAL ASSISTANCE FOR UNEXPECTED EXPENSES. |
| FORM 990, PAGE 2, PART III, LINE 4A | GROUP AND INDIVIDUAL EMOTIONAL SUPPORT: SPECIAL OPS SURVIVORS (SOS) CHANNELS THE HEALING POWER OF BONDS SO THAT SURVIVORS DO NOT WEATHER THEIR TRAGEDIES ALONE. SPOUSES HAVE A SHARED EXPERIENCE AS MILITARY FAMILIES OPERATING IN SPECIAL OPERATIONS COMMUNITIES - LIFESTYLES THAT CAN BE MARKEDLY DISTINCT FROM MORE TRADITIONAL MILITARY UNITS. AS SUCH, THE BONDS FORMED AMONG THEM ARE BOTH STRONG AND LASTING. SPECIAL OPS SURVIVORS PROVIDES COMMUNITIES SO THAT SURVIVORS MAY STAY STRONG TOGETHER. RESILIENCY RETREATS (GROUP): ANNUALLY, SOS HOLDS A NATIONAL SURVIVOR'S RESILIENCY RETREAT. THOUGH EACH YEAR THE RETREAT HAS A UNIQUE THEME, THE CONSISTENT OUTCOME IS TO OFFER PEER-BASED EMOTIONAL ASSISTANCE AND TO PROVIDE PRACTICAL LIFE-SKILLS TRAINING FOR SURVIVORS TO BETTER MANAGE THEIR DAY-TO-DAY LIVES. SOS COVERS COSTS, INCLUDING LOCAL TRANSPORTATION, MEALS, LODGING, SPEAKERS, WORKSHOPS AND EXTRACURRICULAR ACTIVITIES. "FORGET ME NOT" OUTREACHES (INDIVIDUAL): SOS MAINTAINS REGULAR CONTACT WITH OUR SURVIVORS THROUGH DIRECT COMMUNICATIONS AND QUARTERLY REMEMBRANCES OR OUTREACHES. THESE ENDURING OUTREACHES ARE ESSENTIAL TO OUR SURVIVORS' WELL-BEING BECAUSE THEY DEMONSTRATE TO OUR SURVIVORS THAT THEY ARE NOT FORGOTTEN AND THAT THEY ARE NOT ALONE. OUTREACHES WERE SENT AROUND VALENTINE'S DAY, MEMORIAL DAY, CHRISTMAS, THE SURVIVOR'S BIRTHDAYS AND SPECIAL REMEMBRANCE DAYS WITH THEIR FALLEN HERO. |
| FORM 990, PAGE 2, PART III, LINE 4B | SPECIAL OPS SURVIVORS EMPOWERS SURVIVING SPOUSES WITH (A) EDUCATION AND CAREER ADVANCEMENT AWARDS TO REWARD THEM FOR THEIR STRENGTH AND RESILIENCY AS THEY PURSUE ADDITIONAL EDUCATION TO FURTHER THEIR CAREERS, AND (B) LIMITED AMOUNTS OF FINANCIAL ASSISTANCE TO ASSIST THEM WITH UNEXPECTED EXPENSES: EDUCATION AND CAREER ADVANCEMENT AWARDS: WHEN THEIR PARTNERS ARE KILLED IN ACTION OR TRAINING, SURVIVING SPOUSES ARE THRUST INTO THE ROLE OF PROVIDER. THEY ARE OFTEN LEFT TO FIND NEW SOURCES OF INCOME FOR THE FAMILY. HOWEVER, MANY CAN BE ILL-EQUIPPED TO SUPPORT THEMSELVES. SOS' EDUCATION AND CAREER ADVANCEMENT PROGRAM HELPS SURVIVING SPOUSES IMPROVE THEIR QUALITY OF LIVES BY HELPING THEM INCREASE THEIR EDUCATION AND IMPROVE THEIR JOB SKILLS. EMERGENCY FINANCIAL ASSISTANCE: SOS AWARDS LIMITED AMOUNTS OF VITAL EMERGENCY FINANCIAL AID TO SURVIVING SPOUSES TO ASSIST THEM WITH UNEXPECTED EXPENSES (E.G., HOME MAINTENANCE AND REPAIRS, WEATHER DAMAGE, MORTGAGE/RENT ASSISTANCE, PURCHASE OF HOME APPLIANCES, AUTOMOBILE REPAIRS AND MAINTENANCE, HEALTHCARE EXPENSES NOT COVERED BY INSURANCE, EMERGENCY CHILDCARE, ETC.) |
| FORM 990, PAGE 2, PART III, LINE 4C | OTHER PROGRAM SERVICES OR RESOURCES: SOS UNDERSTANDS THAT OUR SURVIVOR'S LIVES CHANGED SIGNIFICANTLY AFTER THE LOSS OF THEIR FALLEN HERO AND THAT THEY FACE NEW AND DEMANDING CHALLENGES. WITH APPROPRIATE FUNDING, WE OFFER ADDITIONAL PROGRAMS THAT HELP SURVIVING SPOUSES ALLEVIATE STRESS, LEARN COPING SKILLS, AND TO STAY HEALTHY IN THEIR POST-LOSS JOURNEY. WE STAND READY TO PROVIDE INFORMATION TO AVAILABLE RESOURCES THAT ADDRESS OUR SURVIVOR'S PARTICULAR NEEDS AND REQUIREMENTS. JOIN OUR CIRCLE - FOR MORE INFORMATION ABOUT THE SERVICES PROVIDED BY SPECIAL OPS SURVIVORS AND WAYS TO HELP SUPPORT OUR MISSION, PLEASE VISIT OUR WEBSITE AT WWW.SPECIALOPSSURVIVORS.ORG OR EMAIL OUR TEAM AT CONTACT@SPECIALOPSSURVIVORS.ORG. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD TREASURER AND EXECUTIVE DIRECTOR REVIEW DRAFT OF FORM 990. UPON COMPLETION OF THEIR REVIEW, A COPY OF FORM 990 IS MADE AVAILABLE TO THE ENTIRE VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND COMMENT BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER, AND KEY EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE FOUNDATION IS A PUBLIC CHARITY AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. ANNUALLY, THE BOARD USES A REVIEW OF COMPARABLE DATA FROM SIMILAR NON- PROFIT ORGANIZATIONS' POLICIES TO SET COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT PERSONNEL 24,000 0 6,000 OTHER PROFESSIONAL SERVICES 66,522 2,167 0 BANK AND MERCHANT FEES 0 169 0 TOTAL 90,522 2,336 6,000 |
| Software ID: | |
| Software Version: |