2024-04-01T14:38:57-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 462070196 VETERANS EDUCATION SUCCESS VETE 2028385050 1501 K STREET NW 200 WASHINGTON DC 20005 CARRIE WOFFORD PRESIDENT 2028385050 2024-04-01 1 CARRIE WOFFORD XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z CARRIE WOFFORD 1501 K STREET NW 200 WASHINGTON DC 20005 1979699 0 X WWW.VETSEDSUCCESS.ORG X 2013 MD SEE PART III, LINE 1. 5 4 11 4 0 0 478621 1892004 0 0 16529 87695 0 0 495150 1979699 0 0 0 0 1113465 1028544 0 0 15299 532317 584916 1645782 1613460 -1150632 366239 3340461 3709431 9868 12599 3330593 3696832 X TO ADVANCE HGHER EDUCATION SUCCESS FOR VETERANS, SERVICE MEMBERS, AND MILITARY FAMILIES, AND TO PROTECT THE INTEGRITY AND PROMISE OF THE GI BILL AND OTHER FEDERAL EDUCATION PROGRAMS. 0 0 595664 POLICY: PROVIDE POLICY ANALYSIS, EXPERTISE AND INFORMATION TO ASSIST FEDERAL AND STATE GOVERNMENT IN ADVANCING HIGHER EDUCATION SUCCESS FOR VETERANS, SERVICE MEMBERS AND THEIR FAMILIES AND SURVIVORS; IMPROVING COLLEGE QUALITY; AND STOPPING DECEPTIVE COLLEGE RECRUITING AND FRAUD BY PREDATORY COLLEGES. 497082 RESEARCH: CONDUCT NONPARTISAN, ACADEMIC RESEARCH INTO ISSUES OF PRIME IMPORTANCE TO STUDENT VETERANS, SERVICE MEMBERS AND THEIR FAMILIES, INCLUDING STUDENT OUTCOMES UNDER THE GI BILL. 279926 FREE HELP FOR VETERANS/CIVIC ENGAGEMENT: PROVIDE FREE ASSISTANCE AND COLLEGE AND CAREER COUNSELING TO APPROXIMATELY 5,000 VETERANS, SERVICE MEMBERS AND THEIR FAMILIIES AND SURVIVORS (WITH APPROXIMATELY 15 NEW INCOMING VETERANS EACH WEEK) WHO NEED HELP WITH THEIR GI BILL OR PROBLEMS WITH THEIR POSTSECONDARY INSTITUTION OR WHO WERE VICTIMS OF PREDATORY COLLEGE RECRUITING AND FRAUD; HELP THEM CONNECT TO FEDERAL AND STATE GOVERNMENT RESOURCES. ALSO ASSIST WHISTLEBLOWERS IN CONNECTING WITH FEDERAL AND STATE LAW ENFORCEMENT.BRINGING VETERANS, SERVICE MEMBERS AND MILITARY FAMILIES TO SHARE THEIR STORIES WITH GOVERNMENT OFFICIALS AND GET HELP FROM THEIR GOVERNMENT. 74830 TECHNICAL ASSISTANCE TO COLLEGES: TECHNICAL ASSISTANCE TO COLLEGES IN ADMINISTERING THE GI BILL AND NAVIGATING THE U.S. DEPARTMENT OF VETERANS AFFAIRS. 74830 1447502 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X CARRIE WOFFORD 2028385050 1501 K STREET NW 200 WASHINGTON DC 20005 CARRIE WOFFORD PRESIDENT AND DIRECTOR 40.00 X X 152386 0 33931 DANIEL SMITH VICE PRESIDENT AND DIRECTOR 2.00 X X 0 0 0 BETHANY LITTLE TREASURER AND DIRECTOR 5.00 X X 0 0 0 THOMAS TARANTINO SECRETARY AND DIRECTOR 2.00 X X 0 0 0 DANIEL CAREY DIRECTOR 2.00 X 0 0 0 WILLIAM HUBBARD VP FOR VETERANS & MILITARY POLICY 40.00 X 160454 0 5718 DELLA JUSTICE VICE PRESIDENT FOR LEGAL AFFAIRS 40.00 X 150763 0 25976 BARMAK NASSIRIAN VP FOR HIGHER EDUCATION POLICY 40.00 X 147468 0 30441 611071 0 96066 4 0 1 0 AMERICAN INSTITUTES FOR RESEARCH 1400 CRYSTAL DR ARLINGTON VA 22202 DATA ANALYSIS 398572 1 1892004 1892004 87695 87695 1979699 0 0 87695 X 186317 171412 13042 1863 693415 639944 49419 4052 8090 6878 1142 70 78356 66681 10997 678 62366 57453 4504 409 55010 55010 5352 5352 464812 464619 193 2864 2787 77 15927 11460 4467 9916 9875 41 5400 2076 3324 1638 763 875 10761 6277 4484 FEES & REGISTRATIONS 11706 1337 2142 8227 PAYROLL SERVICE FEES 1530 588 942 1613460 1447502 150659 15299 2998808 2901938 336978 234118 570683 4675 2692 3340461 3709431 9868 12599 9868 12599 X 2341040 2540022 989553 1156810 3330593 3696832 3340461 3709431 366239 0 X 0 1 X 1 0 X 1870119 1299632 2397082 478621 1892004 7937458 1870119 1299632 2397082 478621 1892004 7937458 4395402 3542056 31034 30966 5591 16529 87695 171815 3120 20805 23925 8133198 0.43550 0.51330 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNUSUAL GRANT DATE: 12/31/19 AMOUNT: 200000. DESCRIPTION: UNUSUAL GRANT DATE: 12/31/20 AMOUNT: 540000. DESCRIPTION: UNUSUAL GRANT DATE: 12/31/21 AMOUNT: 934118. SCHEDULE A, UNUSUAL GRANTS: THE ABOVE NOTED UNUSUAL GRANTS ARE FROM ONE GRANT AGREEMENT, DISTRIBUTED OVER 5 YEARS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13936 52401 66337 1547123 1613460 230673 57668 0 0 243513 226883 232289 230673 933358 1400037 106817 63434 35284 66337 271872 60878 56721 58072 57668 233339 350009 23010 19163 8416 13936 64525 0 X 1993118 13419 13419 1979699 0 1979699 1626879 13419 13419 1613460 0 1613460 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 CARRIE WOFFORD PRESIDENT AND DIRECTOR 152386 0 0 0 0 0 3300 0 30631 0 186317 0 0 0 BARMAK NASSIRIAN VP FOR HIGHER EDUCATION POLICY 147468 0 0 0 0 0 0 0 30441 0 177909 0 0 0 DELLA JUSTICE VICE PRESIDENT FOR LEGAL AFFAIRS 150763 0 0 0 0 0 3200 0 22776 0 176739 0 0 0 WILLIAM HUBBARD VP FOR VETERANS & MILITARY POLICY 160454 0 0 0 0 0 3220 0 2498 0 166172 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR. THE FORM 990 AND SCHEDULES, ALONG WITH SUPPORTING DOCUMENTS, ARE DISTRIBUTED TO BOARD MEMBERS FOR DISCUSSION, AND, ONCE APPROVED, ARE SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS SIGN THE CONFLICT OF INTEREST POLICY AND ARE REGULARLY REMINDED OF THE CONFLICT OF INTEREST POLICY AND BY-LAWS AT BOARD MEETINGS AND BY EMAIL. ALL EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY AND ARE REGULARLY REMINDED OF THE CONFLICT OF INTEREST POLICY IN STAFF MEETINGS AND BY EMAIL. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE BOARD OF DIRECTORS INVESTIGATES AND REVIEWS, AND THE CONFLICTED INDIVIDUAL IS RECUSED PENDING THE REVIEW. FOLLOWING THE REVIEW, CONFLICTED INDIVIDUALS ARE REQUIRED TO ELIMINATE THE CONFLICT OR LEAVE THE ORGANIZATION. ANY FAILURES TO DISCLOSE A CONFLICT OF INTEREST RESULTS IN IMMEDIATE TERMINATION. FORM 990, PART VI, SECTION B, LINE 15A SALARIES ARE DETERMINED BY VOTE OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS COMPARABILITY DATA OF SALARIES FROM OTHER ORGANIZATIONS AS DETERMINED BY SURVEY AND REVIEW OF 990 FORMS OF SIMILAR ORGANIZATIONS IN THE REGION. THE BOARD OF DIRECTORS REVIEWS SALARIES AS PART OF THE ORGANIZATION'S BUDGET AT LEAST ONCE ANNUALLY. THE LAST COMPENSATION REVIEW TOOK PLACE IN JANUARY 2022. FORM 990, PART VI, SECTION C, 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 POLICY: PROGRAM SERVICE EXPENSES 40,868. MANAGEMENT AND GENERAL EXPENSES 16. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,884. RESEARCH: PROGRAM SERVICE EXPENSES 398,406. MANAGEMENT AND GENERAL EXPENSES 166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 398,572. TECHNICAL ASSISTANCE : PROGRAM SERVICE EXPENSES 25,345. MANAGEMENT AND GENERAL EXPENSES 11. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,356.