2025-05-15T20:44:58-04:00 2024-12-31 272826067 MCKINLEY COOPER & CO LLC 777 LOWNDES HILL RD BLDG 3 STE 225 GREENVILLE SC 296072131 990 2024-01-01 810567790 SPECIAL OPS SURVIVORS SPEC 6194371137 3942 PARK DR STE 20-713 EL DORADO HILLS CA 957624549 LAURA LAPEZE TREASURER/EXECUTIVE 6194371137 2025-05-12 true false TONI R MCKINLEY P01030704 8642331800 2025-05-14 2024 2025-03-06 01:10:19Z LAURA LAPEZE 14888 BON DICKEY DRIVE BATON ROUGE LA 70818 317549 false X SPECIALOPSSURVIVORS.ORG X 2002 CA EVERYDAY SPECIAL OPERATIONS PERSONNEL FROM THE ARMY, NAVY, AIR FORCE, AND MARINES TRAIN AND ENGAGE IN MISSIONS AROUND THE GLOBE OUT OF THE PUBLIC EYE. EVEN WHEN LARGE SCALE MILITARY OPERATIONS CEASE, THEIR WORK CONTINUES. AND SADLY, MANY HAVE MADE THE ULTIMATE SACRIFICE IN GIVING THEIR LIVES FOR OUR COUNTRY. THEY LEAVE BEHIND A LEGACY OF HONOR, SACRIFICE, AND COMMITMENT, AS WELL AS THEIR SURVIVING SPOUSES AND FAMILIES. SPECIAL OPS SURVIVORS IS THE ONLY NONPROFIT ORGANIZATION DEDICATED TO EMPOWERING SURVIVING SPOUSES OF ACTIVE DUTY SPECIAL OPERATIONS PERSONNEL WHO HAVE DIED IN COMBAT OR TRAINING SINCE JANUARY 1, 1980 - THE YEAR WHEN THE SPECIAL OPERATIONS COMMAND WAS FORMED. 7 7 0 30 0 112303 314226 0 731 783 2540 113034 317549 0 0 0 0 13650 152470 219062 152470 219062 -39436 98487 68921 151554 142208 126354 -73287 25200 X 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. false false 200924 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. 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.) 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. 200924 true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 true 0 false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false CA FL IL VA X X X LAURA LAPEZE 6194371137 3942 PARK DR STE 20/713 EL DORADO HILLS CA 957624549 X KATHY HUMPHREYS BM/OUTREACH 1.00 X 0 0 0 ERIC KNIRK BOARD MEMBER 1.00 X 0 0 0 LAURA LAPEZE TREASURER/EX 1.00 X 0 0 0 ROB NEITZEL CHAIRMAN 1.00 X 0 0 0 CHUCK STEEDMAN BOARD MEMBER 1.00 X 0 0 0 MARCI SZYMANSKI BOARD MEMBER 1.00 X 0 0 0 BERT WILMER BM/COMPTROLL 1.00 X 0 0 0 false false false 314226 314226 783 783 2540 2540 2540 317549 2540 783 X 4168 2084 625 1459 198983 189759 2520 6704 554 289 143 122 13883 7612 1053 5218 1474 1180 147 147 219062 200924 4488 13650 38021 25688 28852 119740 2048 6126 68921 151554 12826 6004 129382 120350 142208 126354 X -73287 25200 -73287 25200 68921 151554 98487 X true X false true false X 56283 70810 132507 112303 314226 686129 56283 70810 132507 112303 314226 686129 686129 777 644 295 731 783 3230 689359 111533 0.99530 0.99360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X SCHEDULE D, PAGE 3, PART X THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT BELIEVES THE ADOPTION OF ASC740-10 RESULTED IN NO SIGNIFICANT IMPACT TO THE ORGANIZATION'S FINANCIAL STATEMENTS. 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 26,816 0 6,704 OTHER PROFESSIONAL SERVICES 162,943 1,815 0 BANK AND MERCHANT FEES 0 705 0 TOTAL 189,759 2,520 6,704