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Education : Scholarship and Financial Support

Special Operations Warrior Foundation

Providing support and assistance to the U.S. military's special operations community

four stars

95.96

1137 Marbella Plaza Drive Tampa, FL 33619
tel: (877) 337-7693   Web Site
EIN: 52-1183585

Board Leadership
Eric T. Olson
Chairman

CEO
Clayton Hutmacher
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 95.96 four stars
  Financial 94.29 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Special Operations Warrior Foundation ensures full financial assistance for post-secondary education from an accredited two or four year college, university, or technical or trade school, as well as educational and family counseling, pre-school grants, and tutoring, to the surviving children of United States Army, Navy, Air Force, and Marine Corps special operations personnel who lose their lives in the line-of-duty and to provide immediate financial assistance to severely combat-wounded and hospitalized special operations personnel and their families.
We contact every family and advise them of the programs we provide. The children can attend any accredited college they are accepted to attend. Over 90% of our children attend college and 94% complete their degrees or vocational training.
We made a pledge to the special operators serving and we are 100% committed to keeping that pledge.

Special Operations Warrior Foundation ensures full financial assistance for post-secondary education from an accredited two or four year college, university, or technical or trade school, as well as educational and family counseling, pre-school grants, and tutoring, to the surviving children of United States Army, Navy, Air Force, and Marine Corps special operations personnel who lose their lives in the line-of-duty and to provide immediate financial assistance to severely combat-wounded and hospitalized special operations personnel and their families.
We contact every family and advise them of the programs we provide. The children can attend any accredited college they are accepted to attend. Over 90% of our children attend college and 94% complete their degrees or vocational training.
We made a pledge to the special operators serving and we are 100% committed to keeping that pledge.

Impact Information

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Reported Results
Total in 2018
Percentage of severely wounded SOF receiving financial assistance within 48 hours
100
Number of students enrolled in post-secondary institutions
170
Total dollar amount of scholarship awarded
3,979,790
This impact information is current as of September 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

four stars

94.29

Accountability & Transparency

four stars

100.00

This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
88.5%
  Administrative Expenses 4.8%
  Fundraising Expenses 6.6%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 7.04
  Program Expenses Growth 9.3%
  Liabilities to Assets 38.0%
All data for Financial Performance Metrics calculations was provided by Special Operations Warrior Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Special Operations Warrior Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Special Operations Warrior Foundation (FL) 95.96 four stars
Columbus Citizens Foundation (NY) 85.39 three stars
SHRM Foundation (VA) 86.65 three stars
Horatio Alger Association of Distinguished Americans (VA) 92.38 four stars
Astronaut Scholarship Foundation Inc. (FL) 87.07 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $8,999,559
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $2,210,633
   Related Organizations $0
   Government Grants $0
Total Contributions $11,210,192
   Program Service Revenue $0
Total Primary Revenue $11,210,192
   Other Revenue $5,429,046
TOTAL REVENUE $16,639,238
   
EXPENSES  
   Program Expenses $10,249,999
   Administrative Expenses $509,540
   Fundraising Expenses $847,610
TOTAL FUNCTIONAL EXPENSES $11,607,149
   
Payments to Affiliates $0
Excess (or Deficit) for the year $5,032,089
   
Net Assets $76,555,330

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Scholarship Grants $9,161,513 89.4%
Counseling and Tutoring Program $607,925 5.9%
Support to Wounded Special Operations Personnel $326,818 3.2%

Ratings History
Special Operations Warrior Foundation has received 14 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 08/01/2019 95.96 four stars
2017-12 10/01/2018 94.47 four stars
2016-12 11/01/2017 96.46 four stars
2015-12 11/01/2016 96.46 four stars
2014-12 09/01/2016 96.46 four stars
 
CN 2.0
2014-12 10/01/2015 99.20 four stars
2013-12 10/01/2014 98.96 four stars
2012-12 10/01/2013 98.89 four stars
2011-12 08/01/2012 98.86 four stars
2010-12 09/20/2011 99.12 four stars
 
CN 1.0
2009-12 09/01/2010 94.51 four stars
2008-12 11/01/2009 95.43 four stars
2007-12 11/01/2008 95.26 four stars
2006-12 12/01/2007 98.15 four stars
2005-12 10/01/2006 91.60 four stars
2004-12 05/01/2006 86.32 three stars
2003-12 10/01/2004 86.93 three stars
2002-12 02/01/2004 95.21 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 52-1183585
Name in IRS Master File SPECIAL OPERATIONS WARRIOR FOUNDATION
NTEE Code B82
NTEE Classification Scholarships, Student Financial Aid Services, Awards
NTEE Type Educational Institutions and Related Activities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (910) Domestic organization with activities outside U.S.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date October, 1995
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$75,867 0.65% Clayton M. Hutmacher President & CEO
Other Salaries of Note
$176,400 1.51% Steven L. Mcleary Executive Director
$151,733 1.30% Joseph Maguire Former President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Special Operations Warrior Foundation (FL) 95.96 four stars
National Medical Fellowships (NY) 87.61 three stars
NBCC Foundation (NC) 87.14 three stars
Scholarship America (MN) 86.07 three stars
Evans Scholars Foundation (IL) 90.98 four stars

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Charity Contact Info

Special Operations Warrior Foundation
1137 Marbella Plaza Drive
Tampa, FL 33619
tel: (877) 337-7693
fax: (813) 805-0567
EIN: 52-1183585

Mail donations to:
P.O. Box 89367
Tampa, FL 33689

Visit Web Site

Board Leadership

Eric T. Olson
Chairman

CEO

Clayton Hutmacher
President, CEO

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