2024-02-15T18:21:49-06:00 2023-03-31 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2022-04-01 261971279 STUDENT VETERANS OF AMERICA STUD 2022234710 1012 14TH ST NW 1200 WASHINGTON DC 20005 JARED S LYON PRESIDENT & CEO 2022234710 2024-02-15 1 JARED LYON 999009999 0 SUE ROBISON P00560072 2062814444 2024-02-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JARED S LYON 1012 14TH ST NW 1200 WASHINGTON DC 20005 3262574 0 X WWW.STUDENTVETERANS.ORG X 2008 MI PROVIDE VETERANS WITH RESOURCES, SUPPORT AND ADVOCACY TO SUCCEED IN HIGHER EDUCATION AND BEYOND. 16 15 33 9058 0 0 12569860 2081286 413227 1150262 143 11990 6061 19036 12989291 3262574 7554 150334 0 0 543552 2350831 0 0 513841 1290771 3737863 1841877 6239028 11147414 -2976454 16534482 13439754 568520 450245 15965962 12989509 X THE MISSION OF STUDENT VETERANS OF AMERICA IS TO ACT AS A CATALYST FOR STUDENT VETERAN SUCCESS BY PROVIDING RESOURCES, NETWORK SUPPORT AND ADVOCACY TO, THROUGH, AND BEYOND HIGHER EDUCATION. 0 0 2830318 150334 482112 PROGRAMS AND CHAPTER SERVICES -A DEDICATED NETWORK OF CHAPTERS AND CHAPTER LEADERS ARE CENTRAL TO SVA'S MISSION. EVERY DAY THESE PASSIONATE LEADERS WORK TO PROVIDE THE NECESSARY RESOURCES, NETWORK SUPPORT, AND ADVOCACY TO ENSURE STUDENT VETERANS CAN EFFECTIVELY CONNECT, EXPAND THEIR SKILLS, AND ULTIMATELY ACHIEVE THEIR GREATEST POTENTIAL, WITH THE UNDERSTANDING THAT PEER-TO-PEER SUPPORT FACILITATES POST-SECONDARY SUCCESS. THESE CHAPTERS ARE BUILT UPON THE GRASSROOTS EFFORTS OF INDIVIDUAL STUDENT VETERANS WHO RECOGNIZE THE NEED FOR A COMMUNITY OF SUPPORT ON THEIR CAMPUS. CHAPTER SERVICES AND PROGRAMS FROM THE NATIONAL HEADQUARTERS SUPPORT THE CREATION, SUSTAINMENT, AND GROWTH OF CHAPTERS. WE ADVISE ON THE CREATION AND IMPLEMENTATION OF A STRATEGIC PLAN TO HELP CHAPTERS FOCUS THEIR EFFORTS AND ESTABLISH CLEAR PRIORITIES WITH A FOCUS ON UNDERSTANDING THEIR UNIQUE CAMPUS COMMUNITY. WE SHARE LEADING PRACTICES AND FACILITATE MENTORSHIP VIA OUR CHAPTER CONSULTATION SESSIONS. WE ALSO OFFER ONLINE TRAINING FOR CAREER DEVELOPMENT OPPORTUNITIES IN WEBINAR-BASED SESSIONS. WE CONNECT OUR CHAPTERS WITH EACH OTHER TO PLAN REGIONAL EVENTS AND ENGAGE WITH STUDENT VETERANS ON ADVOCACY AND POLICY CHANGES AT THE CAMPUS, STATE, AND NATIONAL LEVELS. FINALLY, WE WORK DIRECTLY WITH CHAPTERS TO 1754273 SVA NATIONAL CONFERENCE (NATCON) -NATCON IS THE LARGEST ANNUAL CONVENING OF STUDENT VETERANS IN THE COUNTRY, BRINGING TOGETHER SVA'S CHAPTER LEADERS, STAKEHOLDERS, ADVOCATES, AND SUPPORTERS WHO WORK ON BEHALF OF STUDENT VETERANS, MILITARY-CONNECTED STUDENTS, FAMILY MEMBERS, CAREGIVERS, AND SURVIVORS IN HIGHER EDUCATION. THE PURPOSE IS TO CONVENE STUDENT VETERANS WITH THOSE BEST EQUIPPED TO SUPPORT AND EMPOWER THEM, TRAIN THEM ON CHAPTER MANAGEMENT AND SALIENT TOPICS PERTINENT TO SUCCESS IN HIGHER EDUCATION AND BEYOND, AND REFRAME THE POSSIBLE FOR THESE DIVERSE STUDENTS. STUDENT VETERANS ATTEND NATCON TO LEARN HOW TO MANAGE SOME OF THE MOST SUCCESSFUL STUDENT ORGANIZATIONS IN THE COUNTRY, AND TO NETWORK WITH THEIR PEERS AS TOMORROW'S LEADERS.NOTABLE SPEAKERS IN FISCAL YEAR 2023 INCLUDED SECRETARY OF VETERANS AFFAIRS, DENIS MCDONOUGH AND SECRETARY OF EDUCATION, MIGUEL CARDONA, AND PAST SPEAKERS INCLUDE PRESIDENT GEORGE W. BUSH, FIRST LADY DR. JILL BIDEN, (THEN) VICE PRESIDENT JOE BIDEN, VA SECRETARY BOB MCDONALD, AND MANY OTHERS. EACH NATCON FEATURES GROUNDBREAKING KEYNOTES AND BREAKOUT SESSIONS IN ALL AREAS OF ACADEMIC AND PROFESSIONAL DEVELOPMENT, INCLUDING THE LATEST RESEARCH FINDINGS ON STUDENT VETERAN SUCCESS AND ADVOCACY STRATEGIES. THOUSANDS OF ATTENDEES AND MORE THAN 100 EXHIBITORS AND SPONSORS ATTEND NATCON EVERY YEAR. 531003 LEADERSHIP INSTITUTE SERIESTHE INSTITUTE IS AN IMMERSIVE LEADERSHIP PROGRAM THAT PREPARES STUDENTS TO AFFECT CHANGE STRETCHING BEYOND THEIR SVA CHAPTER AND CAMPUS. SVA ALUMNI MENTORS FACILITATE ATTENDEES THROUGH A FOUNDATIONAL LEADERSHIP EXPERIENCE TO DEVELOP CORE VALUES AND HONE THEIR LEADERSHIP SKILLS. SELECTED THROUGH A COMPETITIVE APPLICATION PROCESS, THE NATION'S TOP SVA CHAPTER LEADERS LEAVE WITH AN AWARENESS OF THEIR PERSONAL LEADERSHIP ETHOS AND A CONNECTED NETWORK OF PEERS. THE INSTITUTE PREPARES OVER 100 CHAPTER LEADERS TO EMPOWER AS MANY AS HUNDREDS OF OTHER STUDENT VETERANS AT EACH OF THEIR HOME CAMPUSES, AND TO BECOME LEADERS IN THEIR COMMUNITIES. 5115594 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 0 0 0 MI X X JARED S LYON 2022234710 1012 14TH ST NW 1200 WASHINGTON DC 20005 JARED S LYON PRESIDENT AND CEO 50.00 X X 258596 0 15046 CHRIS CORTEZ CHAIR 10.00 X X 0 0 0 FRANK GAUDIO VICE CHAIR AND TREASURER 10.00 X X 0 0 0 J FORD HUFFMAN SECRETARY 10.00 X X 0 0 0 JOHN EDELMAN BOARD MEMBER 5.00 X 0 0 0 PAMELA ERICKSON BOARD MEMBER 5.00 X 0 0 0 NICK MARARAC BOARD MEMBER 5.00 X 0 0 0 KATHERINE MARTINEZ BOARD MEMBER 5.00 X 0 0 0 ALANAH ODOMS BOARD MEMBER 5.00 X 0 0 0 JOE SAUTTER BOARD MEMBER 5.00 X 0 0 0 SHERRI SHI BOARD MEMBER 5.00 X 0 0 0 FONTAINE STEGALL BOARD MEMBER 5.00 X 0 0 0 JOSHUA JONES BOARD MEMBER 5.00 X 0 0 0 ALLEXIS SMITH BOARD MEMBER 5.00 X 0 0 0 PHILOMENA MANTELLA BOARD MEMBER 5.00 X 0 0 0 SCOTT BLACKBURN BOARD MEMBER 5.00 X 0 0 0 DEREK FRONABARGER COO (UNTIL 05/23) 50.00 X 127230 0 11492 ABRA KINCH VP OF PROG & CHAPTER SVCS 50.00 X 107681 0 3234 493507 0 29772 3 0 1 0 MARCUM LLP 1889 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING SERVICES 245085 DIESEL JACK MEDIA 1506 E FRANKLIN STREET SUITE 102 CHAPEL HILL NC 27514 CREATIVE SERVICES CONSULTING 240080 CONFERENCE INCORPORATED 11709 BOWMAN GREEN DRIVE RESTON VA 20190 CORPORATE EVENT MANAGEMENT SERVICES 196532 3 2081286 2081286 CONFERENCE FEES 900099 1130262 482112 648150 BUSINESS ROUNDTABLE 900099 20000 20000 1150262 11990 11990 SUBLEASE INCOME 900099 15696 15696 MISCELLANEOUS 900099 3340 3340 19036 3262574 482112 0 699176 X 6334 6334 144000 144000 284033 202512 52067 29454 1728915 1232694 179291 316930 48223 34383 5001 8839 132211 94265 24236 13710 157449 112259 28862 16328 244409 27371 213057 3981 148 148 1122305 1025250 49843 47212 31640 30768 -1218 2090 173002 159712 3423 9867 65620 56200 6016 3404 212245 151328 38907 22010 292177 282434 -2011 11754 1259936 1254072 3745 2119 93308 66528 17104 9676 -13561 -13561 DUES & SUBSCRIPTIONS 142425 130687 2600 9138 AWARDS & SPONSORSHIPS 103224 94717 1883 6624 MISCELLANEOUS EXPENSES 10985 10080 200 705 6239028 5115594 609593 513841 386377 55088 10335819 8997118 4687036 3427502 356898 108007 153021 79045 820880 616530 281905 204350 305279 250000 28147 318644 16534482 13439754 383803 47953 184717 402292 568520 450245 X 8957596 6736101 7008366 6253408 15965962 12989509 16534482 13439754 X -2976454 1 X 0 1 X 0 0 X 2063296 3311010 5773922 12569860 2081286 25799374 2063296 3311010 5773922 12569860 2081286 25799374 6444039 19355335 23721 13317 16286 4067 11990 69381 19036 19036 25887791 0.74770 0.74870 X PART II, LINE 1-10: IN 2021, SVA'S BOARD APPROVED A PLAN TO CHANGE FROM A CALENDAR YEAR TO A FISCAL YEAR FILER. AS A RESULT, PRIOR YEAR COVERS THE SHORT YEAR BEGINNING JANUARY 1ST, 2022 AND ENDING MARCH 31ST, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1935 0 0 1935 0 PART II-B, LINE 1: SVA STAFF PARTICIPATE IN CONGRESSIONAL HEARINGS AND SUBMIT TESTIMONY AT THE INVITATION OF VARIOUS LEGISLATIVE OFFICIALS. SVA STAFF ALSO PARTICIPATE IN EXECUTIVE-BRANCH EVENTS UPON REQUEST. NO ADDITIONAL EXPENDITURES WERE MADE FOR LOBBYING. AS NOTED, STAFF TIME IS INVOLVED WITH MEETING/HEARING PARTICIPATION. 265932 232061 33871 271755 211054 60701 283193 173415 109778 204350 DEFERRED RENT 402292 402292 X 4828044 1565618 1565618 3262426 148 148 3262574 7804498 1565618 1565618 6238880 148 148 6239028 PART X, LINE 2: SVA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE TAX YEAR ENDED MARCH 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 STUDENT VETERANS OF AMERICA ILLINOIS 0N658 WINFIELD SCOTT DRIVE WINFIELD IL 60190 473850313 5900 0 PROGRAM SUPPORT 0 1 SCHOLARSHIPS 14 144000 PART I, LINE 2: SVA MAKES GRANT DISBURSEMENTS VIA REIMBURSEMENT BY REQUIRING THAT ANY REQUEST FOR FUNDS BE ACCOMPANIED BY CORRESPONDING INVOICES AND RECEIPTS, THUS ENSURING THAT THE GRANT FALLS UNDER THE TAX-EXEMPT PURPOSE OF SVA. X X X 0 0 0 0 0 0 0 0 0 JARED S LYON PRESIDENT AND CEO 258596 0 0 0 0 0 10833 0 4213 0 273642 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY OUR EXTERNAL PUBLIC ACCOUNTING FIRM, RSM. ONCE THE DRAFT FEDERAL FORM 990 IS COMPLETED, IT IS SUBMITTED TO SVA'S PRESIDENT AND CEO FOR REVIEW. AFTER THE PRESIDENT AND CEO REVIEWS THE DRAFT, IT IS PROVIDED TO THE FULL BOARD OF DIRECTORS BEFORE AUTHORIZING RSM LLP TO ELECTRONICALLY TRANSMIT IT TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ADOPTED AN ETHICS AND CONFLICTS OF INTEREST POLICY. THE POLICY IS PROVIDED TO ALL LEADERS OF SVA AND MUST BE FILED ANNUALLY. THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE VIOLATIONS. INDIVIDUAL DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS THEY PERTAIN TO THE INTERESTS OF SVA. SVA EVALUATES CONFLICTS OF INTEREST TO ENSURE TERMS ARE FAIR AND REASONABLE, CONSISTENT WITH ARMS-LENGTH TRANSACTIONS, WITHOUT INFLUENCE BY BOARD MEMBERS, AND ENSURING THAT THERE IS NO PRIVATE INUREMENT. SVA EXECUTIVE LEADERS TAKE INTO CONSIDERATION HIGH QUALITY SERVICES AND COMPETITIVE PRICING, AS WELL AS THE EXPECTED QUALITY OF SERVICES TO BE PROVIDED. SVA WILL CONSULT WITH LEGAL COUNSEL, AS NEEDED, TO REVIEW THE BOARD OF DIRECTORS' DECISION MAKING PROCESS AND TO ASSESS THE RELATIONSHIP. SVA ENSURES FULL BOARD DISCLOSURE. FORM 990, PART VI, SECTION C, LINE 19 SVA'S FEDERAL FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON SVA'S WEBSITE. BYLAWS, CONFLICT OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST VIA A "CONTACT US" LINK ON SVA'S WEBSITE. FORM 990, PART IX, LINE 11G AUDIO AND VISUAL SERVICES: PROGRAM SERVICE EXPENSES 144,513. MANAGEMENT AND GENERAL EXPENSES 23,406. FUNDRAISING EXPENSES 13,241. TOTAL EXPENSES 181,160. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 35,041. MANAGEMENT AND GENERAL EXPENSES 9,009. FUNDRAISING EXPENSES 5,097. TOTAL EXPENSES 49,147. CONSULTING FEES: PROGRAM SERVICE EXPENSES 845,696. MANAGEMENT AND GENERAL EXPENSES 17,428. FUNDRAISING EXPENSES 28,874. TOTAL EXPENSES 891,998. FORM 990, PART XI, LINE 9: PRIOR YEAR ADJUSTMENT 1.