2022-05-13T08:23:59-05:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 462070196 VETERANS EDUCATION SUCCESS VETE 2028385050 PO BOX 70631 BETHESDA MD 20813 CARRIE WOFFORD PRESIDENT 2028385050 2022-05-13 1 CARRIE WOFFORD XXX-XX-XXXX RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z CARRIE WOFFORD PO BOX 70631 BETHESDA MD 20813 3336791 0 X WWW.VETSEDSUCCESS.ORG X 2013 MD SEE PART III, LINE 1. 5 4 17 5 0 0 1839632 3331200 0 0 30966 5591 20805 0 1891403 3336791 0 0 0 0 956159 1075801 0 0 7631 914092 461858 1870251 1537659 21152 1799132 2713712 4542087 31619 60862 2682093 4481225 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 577140 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. 415148 FREE HELP FOR VETERANS: PROVIDE FREE ASSISTANCE AND COLLEGE AND CAREER COUNSELING TO APPROXIMATELY 5,000 VETERANS, SERVICE MEMBERS AND THEIR FAMILIIES AND SURVIVORS (WITH APPROXIMATELY 10 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.CIVIC ENGAGEMENT: BRINGING VETERANS, SERVICE MEMBERS AND MILITARY FAMILIES TO SHARE THEIR STORIES WITH GOVERNMENT OFFICIALS AND GET HELP FROM THEIR GOVERNMENT. 279838 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. 30670 TECHNICAL ASSISTANCE TO COLLEGES: TECHNICAL ASSISTANCE TO COLLEGES IN ADMINISTERING THE GI BILL AND NAVIGATING THE U.S. DEPARTMENT OF VETERANS AFFAIRS. 30670 1302796 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 17 0 1 17 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 PO BOX 70631 BETHESDA MD 20813 CARRIE WOFFORD PRESIDENT 55.00 X X 136408 0 22670 RICKI SEIDMAN VICE PRESIDENT (UNTIL MARCH 2021) 0.50 X X 0 0 0 DAN SMITH VICE PRESIDENT (BEGAN MARCH 2021) 0.50 X X 0 0 0 BETHANY LITTLE TREASURER 0.50 X X 0 0 0 TOM TARANTINO SECRETARY 0.50 X X 0 0 0 DAN CAREY DIRECTOR 0.50 X 0 0 0 136408 0 22670 1 0 1 0 AMERICAN INSTITUTES FOR RESEARCH 1400 CRYSTAL DR 10TH FL ARLINGTON VA 22202 RESEARCH AND DATA ANALYSIS 177207 1 158608 3172592 3331200 5591 5591 3336791 0 0 5591 X 159078 103401 50905 4772 762219 680629 79828 1762 8332 7764 563 5 77748 70823 6713 212 68424 57889 10087 448 13615 13615 25055 25055 4058 4058 317481 302531 14950 68689 68689 11555 5578 5977 8754 8754 700 700 3289 1016 2273 99 99 3286 319 2967 FEES & REGISTRATIONS 3184 2752 432 PAYROLL SERVICE FEES 2093 2093 1537659 1302796 227232 7631 194141 50 2238923 3046625 267193 1482068 9500 13455 3844 2713712 4542087 31619 60862 31619 60862 X 2140218 2467085 541875 2014140 2682093 4481225 2713712 4542087 1799132 0 X 0 1 X 1 0 X 838639 1788644 1870119 1299632 2397082 8194116 838639 1788644 1870119 1299632 2397082 8194116 3886535 4307581 432 8068 31034 30966 5591 76091 3120 20805 23925 8294132 0.51940 0.49280 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNUSUAL GRANT DATE: 12/31/17 AMOUNT: 200000. 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 19163 44271 63434 1474225 1537659 226883 56721 0 0 188653 184230 243513 226883 843279 1264919 50437 132069 106817 63434 352757 47163 46058 60878 56721 210820 316230 24072 29390 23010 19163 95635 0 X 4221557 884766 884766 3336791 0 3336791 2422425 884766 884766 1537659 0 1537659 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2021, 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 136408 0 0 0 0 0 2950 0 19720 0 159078 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 ON APRIL 11, 2021. 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 RESEACH: PROGRAM SERVICE EXPENSES 154,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,470. POLICY: PROGRAM SERVICE EXPENSES 33,442. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,442. ORGANIZATIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. PUBLIC AFFAIRS/PR: PROGRAM SERVICE EXPENSES 35,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,900. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 78,719. MANAGEMENT AND GENERAL EXPENSES 4,950. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,669.