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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

91.83

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

Board Leadership
Raymond A. Thomas, III
Chairman

CEO
Clayton Hutmacher
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 91.83 four stars
  Financial 88.46 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 10/01/2020 and includes data from FY2019, 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 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 wounded, ill, and injured special operations personnel and their families.
We proactively contact every eligible family and advise them of the programs we provide. The children can attend any accredited college they are accepted to attend.
We have an Enduring Promise to the families of fallen Special Operations Warriors, and we are 100% committed to keeping that promise.

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 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 wounded, ill, and injured special operations personnel and their families.
We proactively contact every eligible family and advise them of the programs we provide. The children can attend any accredited college they are accepted to attend.
We have an Enduring Promise to the families of fallen Special Operations Warriors, and we are 100% committed to keeping that promise.

Impact & Results Score

Score
75/100
Program Name: Scholarship Program
Program Name: Scholarship Program

Note: The Impact & Results score currently has no effect on the nonprofit's Star Rating.

The Impact & Results score is a measure of how well a nonprofit delivers on its stated mission. To issue a score, Charity Navigator estimates the actual impact the nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact. Learn more about our Impact & Results methodology here.

Program Activities
Special Operations Warrior Foundation grants scholarships to beneficiaries.
Impact Statement
$20,000 increases income for a scholarship recipient in need by $22,000.
Assessment Benchmark
Impact & Results scores of postsecondary scholarship programs are based on income generated relative to cost. Programs receive an Impact & Results score of 100 if they increase income for a recipient by more than $1.50 for every $1 spent and a score of 75 if income increases by more than $0.85 for every $1 spent. If a nonprofit reports impact but doesn't meet the threshold for cost-effectiveness, it earns a score of 50.
Methodology
ImpactMatters analyzed publicly available data to rate the cost-effectiveness of Special Operations Warrior Foundation.
Data Source
Output data collected during the program. Special Operations Warrior Foundation publicly reports data on the dollar value of all scholarships it grants and the number of scholarship recipients, which we use to calculate the additional income that the nonprofit's scholarship program generates.
Method for Attributing Outcomes
We estimate the increase in income caused by a nonprofit's scholarship program in two steps. First, we compare the estimated postsecondary graduation rate of its scholars to that of comparable students who did not receive a scholarship (the “counterfactual”). Our estimates are drawn from rigorous social science studies of similar scholarship programs. The result is the number of scholars whose graduation was caused by the nonprofit. Second, we compare the earnings of graduates to non-graduates based on publicly available census data, matching on student demographic characteristics. We apply the earnings boost owing to a degree to those scholars whose graduation was caused by the nonprofit. Both steps are necessary to properly net out counterfactual successes from observed successes. Otherwise, we would be attributing changes (increase in graduation rate and increase in earnings) to the nonprofit when they would have happened anyway. Few nonprofits estimate the counterfactual themselves, so we construct our own counterfactual estimate based on research and publicly available data.
Details
Analysis conducted by ImpactMatters and published on November 22, 2019.
This impact information is current as of September 2020, when it was provided to us by ImpactMatters. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

88.46

Accountability & Transparency

four stars

100.00

This rating was published 10/01/2020 and includes data from FY2019, 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)
87.8%
  Administrative Expenses 4.6%
  Fundraising Expenses 7.5%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 8.90
  Program Expenses Growth 3.5%
  Liabilities to Assets 33.9%
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) 91.83 four stars
Institute for Educational Advancement (CA) 85.43 three stars
Daniel Murphy Scholarship Fund (IL) 88.19 three stars
Folds of Honor (OK) 98.23 four stars
ACE Scholarships (CO) 92.74 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $9,702,313
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $1,699,181
   Related Organizations $0
   Government Grants $0
Total Contributions $11,401,494
   Program Service Revenue $0
Total Primary Revenue $11,401,494
   Other Revenue $11,126,348
TOTAL REVENUE $22,527,842
   
EXPENSES  
   Program Expenses $8,604,470
   Administrative Expenses $517,559
   Fundraising Expenses $985,679
TOTAL FUNCTIONAL EXPENSES $10,107,708
   
Payments to Affiliates $0
Excess (or Deficit) for the year $12,420,134
   
Net Assets $99,320,477

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 $7,325,862 85.1%
Counseling and Tutoring Program $897,737 10.4%
Support to Wounded Special Operations Personnel $273,709 3.2%

Ratings History
Special Operations Warrior Foundation has received 15 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 10/01/2020 91.83 four stars
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
$225,370 2.22% Clayton M. Hutmacher President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Special Operations Warrior Foundation (FL) 91.83 four stars
I Know I Can (OH) 95.00 four stars
Scholarship Foundation of St. Louis (MO) 88.47 three stars
Take Stock in Children Palm Beach County (FL) 93.38 four stars
Tri-County Scholarship Fund (NJ) 95.06 four stars

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This charity has an official representative registered with Charity Navigator.

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

Raymond A. Thomas, III
Chairman

CEO

Clayton Hutmacher
President, CEO

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