2023-09-05T14:31:31-05:00 2022-12-31 593040705 RIVERO GORDIMER & COMPANY PA P O BOX 172359 TAMPA FL 33672 990 2022-01-01 521183585 SPECIAL OPERATIONS WARRIOR FOUNDATION SPEC 8138059400 1137 MARBELLA PLAZA DRIVE TAMPA FL 33619 CLAYTON M HUTMACHER PRESIDENT/CEO 8138059400 2023-08-31 1 CLAYTON HUTMACHER 999009999 0 SAM A LAZZARA P01342929 8138757774 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CLAYTON M HUTMACHER 1137 MARBELLA PLAZA DRIVE TAMPA FL 33619 93972639 0 X WWW.SPECIALOPS.ORG X 1980 FL 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. 25 24 21 200 0 0 14871397 14815567 0 0 20558572 819373 -109675 -365280 35320294 15269660 4199653 5282038 0 0 1762894 1998066 0 0 969108 6801759 7564018 12764306 14844122 22555988 425538 212246211 183770020 61421527 67971068 150824684 115798952 X 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. 0 0 11473236 3932835 SCHOLARSHIP GRANTS: 222 CHILDREN ATTENDED COLLEGES OR OTHER POST SECONDARY EDUCATIONAL INSTITUTIONS IN 2022 AND THE FOUNDATION ALSO COORDINATED GRANTS WITH OUTSIDE AGENCIES THAT, ADDITIONALLY, PROVIDED APPROXIMATLEY $3.9 MILLION TO THE CHILDREN ATTENDING COLLEGE, OUR GRANTS INCLUDE FUNDING FOR TUITION, ROOM AND BOARD, BOOKS, TUTORING, COMPUTERS, FEES, TRANSPORTATION, AND PERSONAL EXPENSES. 1549625 1159693 COUNSELING AND TUTORING: THE FOUNDATION PROVIDED EDUCATIONAL COUNSELING TO OVER 800 CHILDREN THAT HAVE NOT YET REACHED COLLEGE AGE OR STARTED THEIR POST SECONDARY EDUCATION. 125 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. THE FOUNDATION PAYS THE FULL COST OF ALL TRANSPORTATION, LODGING, AND MEALS. THE COST OF THE 2022 PROGRAM WAS $96,852.IN 2022 THE FOUNDATION PROVIDED GRANTS TOTALING $197,660 TO FAMILIES WITH PRE-SCHOOL CHILDREN AGES 2-5. THIS PROGRAM BEGAN IN SEPTEMBER 2017 AND IS NOW A PERMANENT ADDITION TO THE PROGRAM SERVICES THE FOUNDATION PROVIDES. 319489 189510 SUPPORT TO SPECIAL OPERATIONS WOUNDED PERSONNEL: THE FOUNDATION PROVIDED DIRECT FINANCIAL SUPPORT TO 38 SEVERELY COMBAT WOUNDED OR INJURED SPECIAL OPERATIONS PEOPLE AND THEIR FAMILIES WHILE THE WOUNDED SPECIAL OPERATIONS SERVICE MEMBERS RECOVERED IN A U.S.HOSPITAL. 13342350 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA MD ME MI MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN TX UT WA WI WV X X X CLAYTON M HUTMACHER 8138059400 1137 MARBELLA PLAZA TAMPA FL 33619 RAYMOND TONY THOMAS III CHAIRMAN 6.00 X X 0 0 0 THOMAS D ARTHUR SECRETARY 6.00 X X 0 0 0 DAVID REDMOND TREASURER 6.00 X X 0 0 0 AARON KOZMETSKY CHIEF INVESTMENT OFFICER 3.00 X 0 0 0 CRAIG BROTCHIE DIRECTOR 3.00 X 0 0 0 MARK A CLARK DIRECTOR 3.00 X 0 0 0 GEORGE C FERKES DIRECTOR 3.00 X 0 0 0 RICHARD FORSYTH DIRECTOR 3.00 X 0 0 0 DR MICHELE L MALVESTI DIRECTOR 3.00 X 0 0 0 GEORGEANN MCRAVEN DIRECTOR 3.00 X 0 0 0 KEVIN MILLER DIRECTOR 3.00 X 0 0 0 THOMAS D QUINN DIRECTOR 3.00 X 0 0 0 KEVIN SOFIELD DIRECTOR 3.00 X 0 0 0 COLE HAUSER DIRECTOR 3.00 X 0 0 0 JIM CRAIG DIRECTOR 3.00 X 0 0 0 BARRON COLLIER II DIRECTOR 3.00 X 0 0 0 DR CARLA D LONG DIRECTOR 3.00 X 0 0 0 JAMES LINDER DIRECTOR 3.00 X 0 0 0 HENRY ROSS PEROT III DIRECTOR 3.00 X 0 0 0 MIKE DURANT DIRECTOR 3.00 X 0 0 0 P GARDNER HOWE III DIRECTOR 3.00 X 0 0 0 PATRICK MCCAULEY DIRECTOR 3.00 X 0 0 0 CLAYTON M HUTMACHER PRESIDENT/CEO 40.00 X X 247856 0 33078 SCOTT HOWELL DIRECTOR 3.00 X 0 0 0 ALTON C WARD DIRECTOR 3.00 X 0 0 0 SEAN CORRIGAN EXECUTIVE VICE PRESIDENT 40.00 X 175004 0 11934 EDITH ROSENTHAL SENIOR DIRECTOR OF PROGRAM 40.00 X 107034 0 9415 529894 0 54427 3 0 1 0 0 3746798 11068769 93460 14815567 2809512 2809512 76245860 78235999 -1990139 -1990139 -1990139 101700 3746798 466980 -365280 -365280 15269660 0 0 454093 5282038 5282038 529894 238452 105979 185463 1195942 538174 239188 418580 152215 68497 30443 53275 120015 54007 24003 42005 41285 18578 8670 14037 363842 291073 36384 36385 18502 8326 3885 6291 141172 84703 56469 62059 27927 13032 21100 77348 34807 16243 26298 46518 20933 9769 15816 106904 48107 22450 36347 26602 11969 5590 9043 45720 20574 9601 15545 35365 15914 7427 12024 ACCRUED SCHOLARSHIP LIA 6577000 6577000 BANK FEES 21701 1271 0 20430 14844122 13342350 532664 969108 3622543 6573080 115000 377509 39057 23430 1300809 502533 832947 798276 207636664 175997725 212246211 183770020 226527 199068 61195000 67772000 61421527 67971068 X 149250236 114143365 1574448 1655587 150824684 115798952 212246211 183770020 425538 -35451270 0 X X 0 1 X 1 0 X 11018014 11401494 10589446 14871397 14815567 62695918 11018014 11401494 10589446 14871397 14815567 62695918 62695918 4422950 3827916 4619876 8461530 2809512 24141784 86837702 0.72200 0.70220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 207636664 3208997 -34631897 216039 175997725 170394764 8691039 28985580 434719 207636664 146575538 3402122 20883650 466546 170394764 120459435 4643474 21603245 130616 146575538 122678702 4493481 -6504196 192178 120459435 0.98720 0.00530 0.00750 0 0 127060 127060 882877 213749 669128 262890 262890 0 27982 25894 2088 798276 ACCRUED SCHOLARSHIPS PAYABLE 67772000 67772000 X -20545453 -35451270 -35451270 14905817 363843 363843 15269660 14480279 0 14480279 363843 363843 14844122 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, 2022 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION NOR DISCLOSURE IN THE FINANCIAL STATEMENTS. JOIN FORCES TEXAS STYLE 714849 680749 34100 86605 79871 PINEHURST FUNDRAISER 699510 699510 6254 12 2434139 2366539 67600 163723 130527 3848498 3746798 101700 250328 216652 466980 -365280 1 COLLEGE SCHOLARSHIPS 222 3932835 CASH GIVEN SUPPORT TO WOUNDED SPECIAL OPERATIONS PERSONNEL 38 189510 CASH GIVEN TUTORING AND PRESCHOOL ASSISTANCE 166 1159693 CASH GIVEN 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. X X X X 0 0 0 0 0 0 0 0 0 CLAYTON M HUTMACHER PRESIDENT/CEO 247856 0 0 0 0 0 33078 0 0 0 280934 0 0 0 SEAN CORRIGAN EXECUTIVE VICE PRESIDENT 175004 0 0 0 0 0 11934 0 0 0 186938 0 0 0 X 25 93460 QUOTED STOCK PRICE 0 1 0 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. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.