MARINE CORPS SCHOLARSHIP FOUNDATION INC. - TOHONO OODHAM 2017.PDF
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Last updated: 05/04/2017 General information Organization Marine Corps Scholarship Foundation Inc. Contact First name Courtney Contact Last name Balson-Madden Contact e-mail courtney.balson-madden@mcsf.org Contact phone number 7035490060 Address Street 909 N. Washington Street, Suite 400 City Alexandria State Virginia ZIP Code 22314 From what tribe is the Tohono O’odham Nation organization requesting the grant? Total grant amount request 50,000 1 / 1 Marine Corps Scholarship Foundation Arizona Campaign Proposal to the Tohono O’odham Nation May 8, 2017 a) Perceived need and how the proposal will address that need The Marine Corps Scholarship Foundation is the nation’s oldest and largest provider of need-based scholarships for military children. We are also the only military scholarship provider to award a scholarship to every single eligible student who applies. Today the need for our assistance is greater than ever for Marines and Navy Corpsmen – and their families – who dedicate their lives to the defense of our country. The cost of post-secondary education outpaces the average annual income of $59,000 among our Marine families. They simply cannot spend over one-third of their income on even an in- state, public college at $23,000 a year. Yet these costs exist at a time when post-secondary education has never been more important. Projections show that 65 percent of jobs will require post-secondary education and training by 2020. Having awarded more than 37,000 post-secondary educational scholarships worth nearly $110,000,000 to the children of Marines and Navy Corpsmen for over 55 years, we provided a record-breaking number of scholarships in 2016-2017: 2,330, with a total value of $7,200,000. Through our Arizona Campaign, in the state alone, we awarded more than $220,500 in scholarships for 79 students studying at 19 different in-state colleges, universities, and career and technical programs this year. The difference post-secondary education makes for these students and their communities is significant. Studies show up to $1,000,000 in diminished wages for high school graduates NOT earning a degree or certification. The need for post-secondary education fuels the demand. The result has been a phenomenal increase in our scholarship awards -- 155 percent growth since 2001 – and in projections of an escalating number of students – 100,000 college-age children of Marines by 2020. With plans to increase the Marine force by 3,000 in 2017 alone, and with 4,000 active duty Marines in Arizona and 1,149 veterans in the Yuma area alone, we must ensure our capacity to meet demand with robust scholarships and operations that support them. Without funding help, Marine families risk being priced out of a life-changing education for their children. No matter when or where a Marine serves, we must be always faithful, committed to honoring that service whenever they have a son or daughter in-need. Every investment in the Scholarship Foundation is essential to upholding that pledge. That is why we request that the Tohono O’odham Nation join us in fulfilling our mission, Honoring Marines by Educating Their Children, with an impactful grant of $50,000 for our Arizona Campaign. That investment will provide approximately 25 life-changing named scholarships for Arizona children. Tohono O’odham Nation Page 2 Proposal from the Marine Corps Scholarship Foundation Marines have always been the first to fight. Now it is our time to meet the fight for this generation of Marine children head-on. We have promises to keep, lives to impact, and nothing short of America’s future to shape. The need has never been greater, and your support has never meant more for our troops, their families, our state, and our entire country. b) Population who will benefit from the proposal if approved Post-secondary education is critical to the sons and daughters of Marines as the pathway to success in their careers, contributions to their communities, and the nation’s global competitiveness. At a time when many children of Marines find it harder than ever to obtain a post-secondary education, no organization is closer to the intersection of real need and lasting impact than the Scholarship Foundation. Partnerships with investors like the Tohono O’odham Nation make this possible for Marine families in their communities by supporting the Arizona Campaign. The benefits extend beyond Marine families to the entire state. Communities in Arizona require well-educated residents to fill their jobs and serve as leaders. The children of Marines are born to lead as they fulfill the values their parents instill: Honor, Courage, and Commitment. Our students raised on these values compile a record of achievements: • 90 percent graduate or are on track to graduate (compared to 53 percent nationally), • 85 percent of our students are retained (compared to 61 percent), • 81 percent graduate with less than $28,000 in debt (compared to 31 percent), • 50 percent are first-generation college students (compared to 34 percent), • 45 percent are enrolled in STEM and Health Sciences (compared to 33 percent) The ability to provide their sons and daughters with a college education is one of the most prized goals yet difficult challenges Marines may face. This may be compounded by long- term impacts of their service: casualties, multiple deployments to high risk areas, frequent moves that destabilize lives and disrupt educational continuity, and out-of-pocket expenses that can deplete family savings. Additionally, a previously downsized force and high unemployment rate among veterans mean more Marines face an uncertain financial future. It is not surprising that the 2016 Blue Star Family Lifestyle Survey finds financial issues as the Number One military family issue. Despite hardships, our nation’s Marines and Navy Corpsmen continue to step up to defend our country with courage and resolve. In recognition of their dedication, and after 16 years of war calling on a small all-volunteer force, they need and deserve our support now more than ever. The approximately 25 named scholarships the Tohono O’odham Nation funds will honor Marines for defending our country with courage and resolve. These scholarships will allow their children to attain the post-secondary education that prepares them for 21st Century careers and contributions to Arizona’s communities. Thank you for your consideration of a $50,000 investment in the Marine Corps Scholarship Foundation and the parents we serve by giving their children access to post-secondary education. Arizona’s communities will benefit as well, creating a circle of mutual benefit. Please join us in our fight to Honor Marines by Educating Their Children. Tohono O’odham Nation Page 3 Proposal from the Marine Corps Scholarship Foundation c) Budget of the requested funds, with the total amount requested clearly notated The Scholarship Foundation expresses appreciation, celebrates, and promotes the Arizona Campaign at our Annual Arizona Awards Dinner. This year’s Dinner date is May 13, 2017. Any funding arriving after this date will be recognized and acknowledged at the 2018 Dinner. Below is the budget of requested funds for the Arizona Campaign and Dinner. Arizona Campaign 2017 Budget Tohono O’odham Nation Requested Funds $50,000 Other Requested Funds $600,000 Total Campaign and Event Revenue $650,000 Event Expenses Event Administration and Planning $109,600 Event Direct Expenses $150,400 Total Event Expenses $260,000 Net Surplus for Scholarships and Scholarship Program Support $390,000 . d) Any other funding requests that have been made for this or substantially related proposals and the status of those requests Funding Requests Amount 2017 Status Timothy T. Day Foundation $100,000 Committed BlueCross BlueShield of Arizona $50,000 Committed Lanelle B. Robson Foundation $25,000 Committed Safeway Foundation $25,000 Committed Tohono O’odham Nation Page 4 Proposal from the Marine Corps Scholarship Foundation e) Whether the Scholarship Foundation has already received a 12% distribution from the Tohono O’odham Nation or other Arizona tribes, along with the amount and date awarded Date Arizona Tribe Amount Awarded $50,000 12/26/2013 Salt River Pima-Maricopa Indian Community $25,000 1/2/2015 $50,000 12/19/2016 $5,000 6/10/2013 Gila River Indian Community $20,000 6/2/2014 f) Designated contact person and alternate contact person for follow up Designated Contact Person Alternate Contact Person Courtney Balson-Madden Marty Stiffler Senior Manager, Stewardship Grant Writer 909 N. Washington Street, Suite 400 105 E Laurel Avenue, Suite 302 Alexandria, VA 22314 Lake Forest, IL 60045 Courtney.balson-madden@mcsf.org marty@martystiffler.com (571) 384-2801 (phone) (847) 604-3170 (phone) (703) 549-9474 (fax) (847) 604-3142 (fax) g) Which priority area the proposal falls under Education h) Name of the city, town, or county an agreement will be made with if funds are granted Maricopa County 2016-2017 ACADEMIC YEAR Facts at a Glance www.MCSF.org | Facebook: MarineScholars | Twitter: @MarineScholars Scholarship 101: Marine Corps Scholarship Foundation Marines make legendary sacrifices. Sending their children to school shouldn’t be one of them. That’s why at the Marine Over 2,300 scholarships Corps Scholarship Foundation, we’ve been Honoring awarded to recipients from all Marines by Educating their Children™ for more than half 50 states, Washington, DC, and overseas a century. Founded in 1962, The Marine Corps Scholarship Foundation $7,200,000 is the country’s oldest and largest provider of need-based in scholarship support awarded scholarships to military children. More than 37,000 scholarships valued at 100 nearly $110,000,000 90% 90 in 54 years. 19% 69% 80 Scholarships that Matter 70 Just 19 percent graduate with student ★$94,000 ★ — Average cost of a four-year debt above $28,000 (compared education (based on tuition, fees, room, 53% 60 to 69 percent nationally) board and average expenses for an in-state public institution) 50 ★$59,000 ★ — Average family income among 40 our Marine families ★$30,000 ★ — Average student loan debt for 30 today’s graduates 20 Students that Lead 10 50% 20% ★90% ★ graduate. (Compared to 53% nationally) 0% ★45% ★ of our students major in STEM 90 percent of our 50 percent first-generation (science, technology, engineering, and scholarship recipients college students (compared to math), and health science. (Compared to graduate or are on track to 20 percent nationally) 33% nationally) graduate (compared to 53 ★50% ★ are first-generation college students. percent nationally) (Compared to 20% nationally) Honoring Marines by Educating Their Children™ NATIONWIDE REPRESENTATION, 2016-2017 ACADEMIC YEAR WA NH 12 24 VT 3 ME MT ND 9 10 4 OR MN 32 MA 23 ID SD WI NY 32 13 WY 4 35 MI 59 RI 9 3 50 PA CT NE 13 IA 79 NJ 11 NV 7 15 IL IN OH 94 31 CA UT 10 CO 58 43 WV DE 10 241 40 KS MO KY 23 137 VA MD 21 52 24 41 DC NC 5 TN 295 AZ 78 NM OK 17 AR 34 SC 18 19 67 MS AL GA 13 42 79 TX LA 180 37 FL 150 AK 2 Puerto Rico Overseas/Territories 1 15 HI 7 Average diminished wages for professionals $1M without a degree Average student loan debt for $30K today’s graduates “To me, Semper Fi stands for integrity, and it stands for family. Throughout his career, that’s what Average family my dad stressed to me about the income among our $59K Corps; we’re a family. The Marine Marine families Corps Scholarship Foundation doesn’t just offer tuition assistance they are that family.” Scholarship Recipient, Cameron Arias Annual cost Embry Riddle Aeronautical University of attending $23K Alumnus in-state public college/university Son of Chief Warrant Officer Leonard J. Arias USMC (Ret.) Honoring Marines by Educating Their Children™ MARINE CORPS SCHOLARSHIP FOUNDATION Honoring Marines by Educating Their Children™ As Americans, we owe a debt to our Nation’s Marines. We can and must support their children and families. The Marine Corps Scholarship Foundation provides a way we can all repay this debt and has done so for more than 50 years. This is a cause I proudly salute. —phebe n. novakovic Chairman and Chief Executive Officer, General Dynamics The Marine Corps Scholarship Foundation is a trusted steward of their donor’s dollar – expenses are carefully managed to assure donations are flowing to scholarships. With the Scholarship Foundation, I know my dollars are doing the most good for our Marines and their when it comes to our families. donors’ money you’ll find —michael armstrong Former Chairman & CEO, AT&T Corporation no non-profit taking that responsibility more seriously. I really like the difference the Foundation makes in so many young with the eagle, globe, and lives. An impressive 90 percent of the recipients graduate or are on track to do so – that’s nearly double the national average. I am honored to anchor in our logo, we be answering the Foundation’s call to help lessen the financial burden for always hold ourselves to the children of our Marines and Navy Corpsmen. —daniel f. akerson the highest standards of Former Chairman & CEO, General Motors Company the marine corps. Retired Vice Chairman, The Carlyle Group The Marine Corps Scholarship Foundation: An Investment in Honor, Courage, and Commitment A Legacy of Impact Marines make legendary sacrifices. Sending their children to school shouldn’t be one of them. That’s why at the Marine Corps Scholarship Foundation, we’ve been Honoring Marines by Educating their Children™ for more than half a century. Today’s generation of service members have made unprecedented sacrifices. And while there are many ways to honor our Nation’s heroes, there is no organization closer to the intersection of real need and lasting impact than the Marine Corps Scholarship Foundation. Founded in 1962, The Marine Corps Scholarship Foundation is the country’s oldest and largest provider of need-based scholarships to military children. Our scholarships provide access to affordable education for the children of Marine and Navy Corpsman attending post-high school, undergraduate, and career technical education programs. In that time, we have provided more than 37,000 scholarships worth nearly $110 million. Honoring Marines by Educating Their Children™ No matter when or where a Marine serves, we’re always faithful, committed to honoring that service if they ever have a son or daughter in need. An Uneven Burden The truth is, the cost of higher education simply outpaces the average Marine family’s income. Our scholarship recipients’ average family income is $59,000. Compare that to $23,000 — the Average diminished wages for average annual cost of attending an in-state, public college. professionals without a degree Add in the cost of living, room, board, and other living expenses over four years, and the result is an uneven burden for families who have already given so much. And for those priced out of the American dream their $1M parents served to defend, the battle doesn’t get any easier. Recent studies uncovered that the cost of NOT earning a degree can soar as high as $1,000,000 in diminished lifetime wages. Worse yet, the unemployment rate for those without a college degree is nearly three times higher than it is for those with one. A Promise Worth Keeping Of all the impact statistics we’ve amassed, the one we’re most proud of is one hundred percent. >5% True to the spirit of Semper Fidelis, we provide scholarship support to every single eligible student who applies: a promise we’ve kept since our founding. No matter when or where Marines serve, we’re always faithful, committed to honoring that service if they ever have a son or daughter in need. Every investment in the Marine Corps Scholarship Foundation is essential to upholding that pledge. The demand for our work continues to rise (more than five percent application growth every year for the last decade), and we must work to meet such increased need. Annual application growth We have to. After all, setting ambitious goals isn’t about the money raised, it’s about the lives YOU over the past decade help transform. It’s about keeping that promise to leave no Marine family in need behind. An Investment in America’s Future 100 Meet a few or our scholarship recipients, and you’ll know our program delivers impact far beyond 90% 90 tuition assistance. Our scholars are driven to do more than succeed. Thanks to a lifetime of Corps values, they’re born leaders. When that ability is coupled with opportunity, the outcomes are 80 transformational; with inspiring results for Marine families and America’s future. 70 Children raised on Honor, Courage, and Commitment grow up fast; they have to. As the sons and 60 daughters of Marines, they’re serving in their own ways, often taking on responsibility early and 53% 50 learning about sacrifice first hand. 40 By the time they’re ready to put those values to work towards their career goals, statistics show these same young men and women will outperform their peers nearly 2 to 1. 30 20 10 45% 33% 50% 20% 0% 90 percent of our scholarship recipients 45 percent enrolled in STEM (science, technology, 50 percent first-generation college students graduate or are on track to graduate engineering, and math) and health science fields (compared to 20 percent nationally) (compared to 53 percent nationally) (compared to 33 percent nationally) An Earned Trust At a time when patriotic Americans are increasingly skeptical of a burgeoning charitable landscape, the ACCREDITED Marine Corps Scholarship Foundation maintains the public trust we have earned for over half a century BUSINESS with responsible organizational management and exhaustive fiscal transparency. Not only are we a solid investment, we’re a trusted steward for more than 52,000 investors with exceedingly strong controls over every financial transaction. The trust of those investors is further validated by top marks from leading charity watchdogs. We have earned an A+ rating from the Better Business Bureau, and 4 out of 4 stars for accountability and transparency from Charity Navigator. An Urgent Need In the next decade alone, more than 100,000 children of Marines will reach college age. $55M Applications increase each year, and we must be ready for an annual seven percent application 2021 growth rate for the next five years. To meet that demand at our current levels of financial support, and to leave no eligible Marine family 2020 in need behind, we must be prepared to fund more than $55 million worth of scholarship awards and scholarship program support by 2021. 2019 We must fund an average of $8 million in scholarship awards to an average of nearly 3,000 students each year over the next five years. 2018 Without your support, thousands of Marine children face the prospect of being priced out of an education, with consequences for our military and our Nation’s future for generations to come. 2017 Marines have always been the first to fight. Now, it’s our time to meet the fight for this generation of 2016 Marine children head on. We have promises to keep, lives to impact, and nothing short of America’s future to shape. The need has never been greater, and your support has never meant more for our troops, their families, and our entire country. 2015 $55 million worth of scholarship awards Invest in Honor, Courage, and Commitment. Join us in the fight to honor Marines by educating and scholarship program support their children. needed by 2021 EXPECT MARINES WITH THE EAGLE, GLOBE, AND ANCHOR IN OUR LOGO, WE ALWAYS HOLD OURSELVES TO THE HIGHEST STANDARDS OF THE MARINE CORPS. MAKING THE MARINE CORPS NO SCHOLARSHIP FOUNDATION: OUR A trusted investment, with only 5 percent of total revenue spent on general and LESS administrative expenses and top marks FROM from leading charity watchdogs, including an A+ from the Better Business Bureau and 4/4 stars for accountability and transparency from Charity Navigator. FROM BEST A proven steward, driven by outcomes and the most powerful success metrics in our field, including a graduation rate, nearly 2x the national average. YOUR THE The oldest and largest provider of need- based scholarships to military children, with over 37,000 scholarships, valued at close to $110 million, awarded since 1962. EXPECT The only scholarship program awarding INVESTMENT 100 percent of all eligible applicants. WE The only scholarship program providing dedicated support to children of Marines and Navy Corpsmen. Honoring Marines by Educating Their Children™ While there are many ways to honor our Nation’s heroes, there is no organization closer to the intersection of real need and lasting impact than the Marine Corps Scholarship Foundation. The Marine Corps Scholarship Foundation provides scholarships to the children of Marines and Navy Corpsmen attending accredited colleges, community colleges, and career and technical institutions, with particular consideration given to those with a parent who was killed or wounded in action, or who have demonstrated financial need. We are the Nation’s oldest and largest provider of need-based scholarships to military children, having awarded more than 37,000 scholarships valued at nearly $110,000,000 since 1962. National Office 909 N. Washington St. | Suite 400 | Alexandria, VA 22314 Tel: (703) 549-0060 | E-mail: scholarship@mcsf.org mcsf.org @MarineScholars MarineScholars Copyright ©2016 ARIZONA CAMPAIGN AND 7TH ANNUAL ARIZONA AWARDS DINNER Saturday, May 13, 2017 Westin Kierland Resort & Spa | 6902 East Greenway Parkway | Scottsdale, Arizona www.MCSF.org | Facebook: MarineScholars | Twitter: @MarineScholars From the front lines of freedom to units right here in Arizona, Marines make legendary sacrifices. Sending their children to school shouldn’t be one of them. That’s why at the Marine Corps Scholarship Foundation we’ve been Honoring Marines by Educating Their Children for more than half a century. It’s a national mission that starts right here at home. Thanks to patriotic investors like you and your support of the Arizona Campaign, we’re putting Honor, Courage, and Commitment to work in Arizona. This year alone, we’ve awarded more than $220,500 in scholarships to 79 students studying at 19 different in-state colleges, universities and career/technical education programs. Nationally, since 1962, we’ve awarded more than 37,000 scholarships valued at nearly $110 million. Honoring Marines is what we do. But it’s how we do it that makes us different. Our Scholarship program delivers impact far beyond tuition assistance. Our scholars are driven to do more than succeed. Thanks to a lifetime of Corps values, they’re born leaders. When that ability is met with opportunity, the outcomes are transformational, with inspiring results for Marine families and America’s future. “When you invest in the future of a child raised by Marines, you’re investing in America’s future.” Scholarships that Matter Students that Lead ★$94,000 ★ — Average cost of a four-year education (based on ★90% ★ graduate. (Compared to 53% nationally) tuition, fees, room, board and average expenses for an in-state public institution) ★45% ★ of our students major in STEM (science, technology, engineering, and math), and health science. (Compared to 33% ★$59,000 ★ — Average family income among our Marine families nationally) ★$30,000 ★ — Average student loan debt for today’s graduates ★50% ★ are first-generation college students. (Compared to 20% nationally) Honoring Marines by Educating Their Children TM Arizona Campaign Investment Opportunities: Campaign contributors will be invited as complimentary guests to the Arizona Awards Dinner on Saturday, May 13, 2017 at the Westin Kierland Resort & Spa. ☐Commandant ☐ ($100,000) ☐Scarlet ☐ & Gold ($10,000) ★Named ★ Scholarship Program to support more than 30 ★Award ★ one or more named scholarships students ★Name ★ listed in the program ★Name ★ listed in the program ★Logo ★ or Name listed on the Arizona Campaign webpage ★Logo ★ or Name listed on the Arizona Campaign webpage ☐Leatherneck ☐ ($5,000) 7TH ANNUAL ☐Semper ☐ Fidelis ($50,000) ★Name ★ listed in the program ★Award ★ three or more named scholarships ★Name ★ listed on the Arizona Campaign webpage ARIZONA ★Name ★ listed in the program ☐Devil ☐ Dog ($2,500) ★Logo ★ or Name listed on the Arizona Campaign webpage AWARDS DINNER ★ ★ Name listed in the program ☐Globe ☐ and Anchor ($25,000) ★ ★ Name listed on the Arizona Campaign webpage Saturday, ★Award ★ two or more named scholarships ☐Supporter ☐ ($1,000) May 13, 2017 ★Name ★ listed in the program ★ ★ Name listed on the Arizona Campaign webpage ★Logo ★ or Name listed on the Arizona Campaign webpage Westin Kierland ☐Individual ☐ ($250) Resort & Spa ★ ★ Name listed on the Arizona Campaign webpage 6902 East Greenway Parkway Scottsdale, Arizona Find out more about our 2017 Arizona Investment Opportunities at www.mcsf.org/arizona Suggested Attire: Black Tie or Military Evening Dress Uniform Join the ranks of these local patriots to honor Marines by educating their children today! Arizona Campaign Deborah Carstens Bob Roe Director, Marine Corps Scholarship Marine Veteran Chairs Foundation Sheila Roe John Nickerson Scott Celley Antonio Rosacci Coza Technologies Trifecta Communications The Rosacci Law Firm Ira Shapiro Dave English Bob Sachs Wells Fargo Advisors Financial Network, UFCA Army Veteran L.L.C. Rick Erickson Joanna Sweatt Kathleen Winn Snell & Wilmer The Veterans Directory & Learn Key Arizona Anti Trafficking Network Robert Garcia Steven Weintraub AATN Jake Gregory Veteran Tickets Foundation (Vet Tix) Arizona Scarlet & Gold Vavrinek, Trine, Day & CO., LLP Mitch Wentzel Anthony Haechler First Solar Committee Patricia Hernandez Elisabeth Wisthoff Rina Abraham Crosier Community of Phoenix Bulk Fuel Company Susan McGarity Stephen Barber EthiX Associates Northern Trust Andrew McMillan John Barwell, Esq. Keyser Contact Barb Witten at Polsinelli Chris Millsap 443-454-5996 or Victoria Bellomo Arizona Associated Recyclers The Rosacci Law Firm R.J. Mitchell barb.witten@datocwitten.com John Boggs Arizona Public Service or Col John Boggs USMC (Ret.) Fortitude Consulting, LLC Michael Phillips at (571) 215-9644 or City of Scottsdale john@fortitudeconsult.com