2021-11-15T14:33:47-06:00 2020-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-01-01 261971279 STUDENT VETERANS OF AMERICA STUD 2022234710 1012 14TH STREET NW NO 1200 WASHINGTON DC 20005 JARED S LYON PRESIDENT AND CEO 2022234710 2021-11-15 1 JARED LYON XXX-XX-XXXX AARON M FOX P01365820 2022274000 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JARED S LYON 1012 14TH STREET NW NO 1200 WASHINGTON DC 20005 4423436 0 X WWW.STUDENTVETERANS.ORG X 2008 MI PROVIDE VETERANS WITH RESOURCES, SUPPORT AND ADVOCACY TO SUCCEED IN HIGHER EDUCATION AND BEYOND. 8 7 22 7678 367 0 2063296 3311010 1086747 1019822 3219 -220 21493 23312 3174755 4353924 100000 164492 0 0 1648237 1723433 0 0 244184 2925938 2493734 4674175 4381659 -1499420 -27735 3589010 3243056 1026874 733559 2562136 2509497 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 1457465 263992 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. 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. 959671 20492 PROGRAMS AND CHAPTER SERVICESA 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. 751779 STRATEGIC SUPPORTAS 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. 221079 144000 INDIVIDUAL SUPPORT 216835 OTHER PROGRAMS 437914 144000 3606829 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 16 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 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 STREET NW NO 1200 WASHINGTON DC 20005 JARED S LYON PRESIDENT AND CEO 40.00 X X 224548 0 15417 LAUREN AUGUSTINE VP OF GOVERNMENT AFFAIRS 40.00 X 131820 0 9051 WILLIAM HUBBARD CHIEF OF STAFF 40.00 X 143931 0 9883 CHRIS CATE VP OF RESEARCH 40.00 X 106432 0 7307 RYAN RABAC VP OF COMMUNICATIONS AND MARKETING 40.00 X 107691 0 0 PAMELA ERICKSON CHAIRMAN 10.00 X X 0 0 0 MAJOR GENERAL CHRIS CORTEZ VICE CHAIR 10.00 X X 0 0 0 FRANK GAUDIO TREASURER - AS OF 01/2020 10.00 X X 0 0 0 JOHN FAKHOURY TREASURER - UNTIL 01/2020 10.00 X X 0 0 0 DR KIERSTEN DOWNS SECRETARY - UNTIL 01/2020 10.00 X X 0 0 0 GENERAL GEORGE W CASEY JR BOARD MEMBER 5.00 X 0 0 0 J FORD HUFFMAN BOARD MEMBER 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 714422 0 41658 5 0 1 0 JW MARRIOTT LA LIVE 900 W OLYMPIC BOULEVARD LOS ANGELES CA 90015 HOTEL AND CONFERENCE SERVICES 304203 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING, TAX, AND HR SERVICES 206542 BRAND KNEW LLC 10351 SANTA MONICA BOULEVARD 202 LOS ANGELES CA 90025 BRANDING AND CONSULTING SERVICES 175342 3 3311010 3311010 CONFERENCE FEES 900099 884822 263992 620830 BUSINESS ROUNDTABLE 900099 135000 135000 1019822 1545 1545 67558 69323 -1765 -1765 -1765 556 189 367 367 SUBLEASE INCOME 900099 11772 11772 REIMBURSEMENTS/REBATES 900099 11173 11173 22945 4353924 263992 367 778555 X 20492 20492 144000 144000 239965 143979 47993 47993 1274622 1112902 87128 74592 871 762 59 50 101116 87693 7199 6224 106859 88930 9411 8518 1404 1404 188201 188201 420 420 782996 566736 155908 60352 34171 31026 1376 1769 64500 66616 -7569 5453 92547 84811 4061 3675 218793 181646 19499 17648 59550 59512 20 18 818432 818009 222 201 84155 70035 7412 6708 1904 1904 DUES & SUBSCRIPTIONS 91124 84009 7115 AWARDS & GIFTS 49539 45671 3868 BAD DEBT EXPENSE 5998 5998 4381659 3606829 530646 244184 122257 113493 1299818 1590402 855419 643695 61904 44814 604819 173610 759126 415572 309995 343554 305341 306651 28147 28147 3589010 3243056 44366 89158 676780 96221 293347 305728 254833 1026874 733559 X 70483 132075 2491653 2377422 2562136 2509497 3589010 3243056 -27735 96 -25000 0 X 0 1 X 1 0 X 1471687 3880093 2062269 2063296 3311010 12788355 1471687 3880093 2062269 2063296 3311010 12788355 3798972 8989383 8862 28649 28042 23721 13317 102591 2317 2317 12893263 3454977 0.69720 0.49790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 2,317. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2963 0 0 2963 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 157590 108342 256001 175534 80467 237193 82448 154745 343554 DEFERRED RENT 254833 254833 X 4946034 96 598243 -5998 592341 4353693 420 -189 231 4353924 4998673 623243 189 623432 4375241 420 5998 6418 4381659 PART X, LINE 2: SVA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2020, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -5,998. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -189. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 189. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 5,998. 1 STUDENT VETERANS OF AMERICA ILLINOIS 16330 FAIRFIELD DRIVE PLAINFIELD IL 60586 473850313 20492 PROGRAM SUPPORT 0 1 SCHOLARSHIP 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 0 0 0 0 0 0 0 0 0 JARED S LYON PRESIDENT AND CEO 184548 0 40000 0 0 0 157 0 15260 0 239965 0 0 0 WILLIAM HUBBARD CHIEF OF STAFF 143931 0 0 0 0 0 101 0 9782 0 153814 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, 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. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 336,012. MANAGEMENT AND GENERAL EXPENSES 145,343. FUNDRAISING EXPENSES 56,096. TOTAL EXPENSES 537,451. AUDIO AND VISUAL SERVICES: PROGRAM SERVICE EXPENSES 194,063. MANAGEMENT AND GENERAL EXPENSES 389. FUNDRAISING EXPENSES 352. TOTAL EXPENSES 194,804. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 36,661. MANAGEMENT AND GENERAL EXPENSES 10,176. FUNDRAISING EXPENSES 3,904. TOTAL EXPENSES 50,741.