2022-11-15T16:54:58-06:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 261971279 STUDENT VETERANS OF AMERICA STUD 2022234710 1012 14TH STREET NW 1200 WASHINGTON DC 20005 JARED S LYON PRESIDENT AND CEO 2022234710 2022-11-15 1 JARED LYON XXX-XX-XXXX AARON M FOX P01365820 2022274000 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JARED S LYON 1012 14TH STREET NW 1200 WASHINGTON DC 20005 6035396 0 X WWW.STUDENTVETERANS.ORG X 2008 MI PROVIDE VETERANS WITH RESOURCES, SUPPORT AND ADVOCACY TO SUCCEED IN HIGHER EDUCATION AND BEYOND. 9 8 25 0 0 0 3311010 5773922 1019822 228457 -220 590 23312 32427 4353924 6035396 164492 172964 0 0 1723433 1919264 0 0 322738 2493734 1634117 4381659 3726345 -27735 2309051 3243056 5791656 733559 973108 2509497 4818548 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 1505973 172964 144263 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 HELP MEMBERS BUILD MEANINGFUL RELATIONSHIPS WITH COMMUNITY, BUSINESS, AND INDUSTRY LEADERS. 463340 STRATEGIC PROGRAMMATIC SUPPORT - AS CHAMPIONS OF DATA-DRIVEN DECISION MAKING, STRATEGIC SUPPORT REPRESENTS A KEY PILLAR OF SVA'S WORK. SVA CONDUCTS LEADING INDEPENDENT RESEARCH ON TOPICS AFFECTING THE VETERAN COMMUNITY TO PROVIDE INSIGHT TO NOT ONLY OUR INTERNAL PROGRAMS AND SERVICES, BUT ALSO POLICY MAKERS, STAKEHOLDERS, AND THOUGHT LEADERS. SVA RESEARCH EXPANDS OUR UNDERSTANDING OF THE BARRIERS TO A SUCCESSFUL TRANSITION VETERANS FACE WHEN GOING TO COLLEGE. THESE FINDINGS ASSIST IN UPDATING SVA PROGRAMMING, TRAINING CHAPTER LEADERS, AND BUILDING STRONGER STUDENT VETERAN SUPPORT COMMUNITIES ON COLLEGE CAMPUSES. FURTHERMORE, THE RESEARCH IS SHARED WITH POLICY MAKERS AND STAKEHOLDERS FROM THE LOCAL TO THE FEDERAL LEVEL ENABLING PROACTIVE POLICY AND ADMINISTRATIVE CHANGES THAT BENEFIT STUDENT VETERANS AND THE OVERALL VETERAN COMMUNITY. 396720 SVA NATIONAL CONFERENCE (NATCON) - NATCON IS THE LARGEST ANNUAL CONVENING OF STUDENT VETERANS AND POST-9/11 VETERANS IN THE COUNTRY, BRINGING TOGETHER SVA'S CHAPTER LEADERS, STAKEHOLDERS, ADVOCATES, AND SUPPORTERS WHO WORK ON BEHALF OF VETERANS AND MILITARY-AFFILIATED STUDENTS IN HIGHER EDUCATION. 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 2021 INCLUDED FIRST LADY DR. JILL BIDEN, AND PAST SPEAKERS INCLUDE PRESIDENT GEORGE W. BUSH, 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. 291942 PROGRAMMATIC COMMUNICATIONS AND MARKETING 291942 2657975 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 18 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 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 STREET NW 1200 WASHINGTON DC 20005 JARED S LYON PRESIDENT AND CEO 40.00 X X 268500 0 12225 PAMELA ERICKSON CHAIR 10.00 X X 0 0 0 MAJOR GENERAL CHRIS CORTEZ VICE CHAIR 10.00 X X 0 0 0 FRANK GAUDIO TREASURER 10.00 X X 0 0 0 J FORD HUFFMAN SECRETARY 10.00 X X 0 0 0 GENERAL GEORGE W CASEY JR BOARD MEMBER - UNTIL 10/21 5.00 X 0 0 0 JOHN EDELMAN BOARD MEMBER - AS OF 06/2021 5.00 X 0 0 0 ALANAH ODOMS BOARD MEMBER - AS OF 06/2021 5.00 X 0 0 0 SHERRY SHI BOARD MEMBER 5.00 X 0 0 0 FONTAINE STEGALL BOARD MEMBER 5.00 X 0 0 0 LAUREN AUGUSTINE VP OF GOVERNMENT AFFAIRS 40.00 X 163222 0 15516 CHRIS CATE VP OF RESEARCH 40.00 X 116699 0 10468 ABBY KINCH VP OF PROGRAMS & SERVICES 40.00 X 119097 0 15017 RYAN RABAC VP OF COMMUNICATIONS & MARKETING 40.00 X 114312 0 7660 781830 0 60886 5 0 1 0 DISNEY DESTINATIONS LLC 752 W BUENA AVENUE CHICAGO IL 60613 CONFERENCE AND VENUE SERVICES 303348 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING, TAX, AND HR SERVICES 212754 ALLIANCE AUDIO VISUAL 6204 EDITH BOULEVARD NE ALBUQUERQUE NM 87107 VIDEO PRODUCTION 111201 DIESEL JACK MEDIA 202 RIGSBEE AVENUE DURHAM NC 27701 CONSULTING 108750 4 293347 5480575 5773922 CONFERENCE FEES 900099 153457 144263 9194 BUSINESS ROUNDTABLE 900099 75000 75000 228457 590 590 2660 0 2660 2660 SUBLEASE INCOME 900099 15696 15696 REIMBURSEMENTS/REBATES 900099 8162 8162 MISCELLANEOUS 900099 5909 5909 29767 6035396 144263 0 117211 48964 48964 124000 124000 280725 168435 56145 56145 1383984 987402 228342 168240 36430 25944 6025 4461 102301 71638 17295 13368 115824 80499 19769 15556 208991 208991 150 150 365601 242849 107467 15285 45876 46114 -142 -96 93445 89212 1171 3062 95277 86504 5241 3532 213790 161448 31272 21070 19225 18163 316 746 184644 173848 7017 3779 84615 63899 12377 8339 10358 10358 DUES & SUBSCRIPTIONS 217852 187780 23616 6456 AWARDS & GIFTS 94293 81276 10222 2795 3726345 2657975 745632 322738 113493 145547 1590402 1184959 643695 3000000 44814 269697 173610 585856 772376 500186 343554 272190 305341 305260 28147 28147 3243056 5791656 89158 190491 96221 295390 293347 288487 254833 198740 733559 973108 X 132075 417379 2377422 4401169 2509497 4818548 3243056 5791656 2309051 0 X 0 1 X 1 0 X 3880093 2062269 2063296 3311010 5773922 17090590 3880093 2062269 2063296 3311010 5773922 17090590 4428535 12662055 28649 28042 23721 13317 16286 110015 2317 2317 17202922 3502380 0.73600 0.69720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 2,317. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2823 0 0 2823 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 187138 78794 256001 195281 60720 250443 117767 132676 272190 DEFERRED RENT 198740 198740 X 8366820 2331574 2331574 6035246 150 150 6035396 6057769 2331574 2331574 3726195 150 150 3726345 PART X, LINE 2: SVA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2021, 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 48964 0 PROGRAM SUPPORT 0 1 SCHOLARSHIP 12 124000 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 0 0 0 0 0 0 0 0 0 JARED S LYON PRESIDENT AND CEO 222500 0 46000 0 0 0 6570 0 5655 0 280725 0 0 0 LAUREN AUGUSTINE VP OF GOVERNMENT AFFAIRS 139050 0 24172 0 0 0 4897 0 10619 0 178738 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN JUNE 2021, THE BOARD APPROVED A CHANGE IN YEAR END FROM DECEMBER 31 TO MARCH 31. FURTHER MISCELLANEOUS CHANGES WERE MADE TO THE BYLAWS. 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, MARCUM LLP. 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 MARCUM 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 TRUSTEES 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 B, LINE 15 SVA FOLLOWS ALL FEDERAL AND LOCAL REGULATORY LAWS AND EXERCISES BEST PRACTICES WHEN HIRING EMPLOYEES. CANDIDATES ARE RECRUITED OPENLY AND INTERVIEWED BASED ON CAREER EXPERIENCE AND EDUCATIONAL QUALIFICATIONS INDICATED BY RESUMES AND COVER LETTERS. THE PRESIDENT AND CEO AND HUMAN RESOURCES LEADERSHIP MEET TO DISCUSS THE SALARY FOR EACH POSITION PRIOR TO RECRUITING WHERE BENCHMARKS ARE DISCUSSED AND INTERNAL EQUITY IS CONSIDERED. SALARIES ARE BASED ON A COMPARISON OF LOCAL COSTS OF LIVING, AVERAGE RATES OF COMPENSATION FOR SIMILAR POSITIONS, AND INTERNAL EQUITY. COST OF LIVING AND PERFORMANCE INCREASES ARE DETERMINED BY THE ANNUAL BUDGET AS ASSESSED BY THE CEO AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO ARE MANAGED BY THE BOARD OF DIRECTORS. 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.