2019-11-12T16:46:20-06:00 2018-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-01-01 261971279 STUDENT VETERANS OF AMERICA STUD 2022234710 1012 14TH STREET NW NO 1200 WASHINGTON DC 20005 JARED S LYON PRESIDENT AND CEO 2022234710 2019-11-12 1 FRANK H SMITH P00639053 2022274000 2019-11-12 47.19.127.190 2019-11-12 16:46:17 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6B99CC596846389D72FF8F2B1D58952714C72983 2018 2020-03-31 21:24:44Z JARED S LYON 1012 14TH STREET NW NO 1200 WASHINGTON DC 20005 3051516 0 X WWW.STUDENTVETERANS.ORG X 2008 MI TO PROVIDE MILITARY VETERANS WITH THE RESOURCES AND SUPPORT TO SUCCEED IN HIGHER EDUCATION. 9 9 21 7560 0 14072 4183493 2062269 205250 927388 1633 3096 27960 58763 4418336 3051516 443179 505917 0 0 1248638 1416858 0 0 114945 1547656 1877555 3239473 3800330 1178863 -748814 5896117 5230713 662200 1169711 5233917 4061002 X STUDENT VETERANS OF AMERICA (SVA) IS THE PREMIER ORGANIZATION FOR STUDENT VETERANS. SVA SUPPORTS ALL VETERANS THROUGH THEIR TRANSITION FROM THE MILITARY, EDUCATIONAL ADVANCEMENT, AND CAREER GROWTH. SVA REPRESENTS A NETWORK OF 1,500 CHAPTERS ON CAMPUSES IN ALL 50 STATES AND 4 COUNTRIES REPRESENTING OVER 700,000 STUDENT VETERANS AT COLLEGES AND UNIVERSITIES. SVA SUPPORTS VETERANS, FAMILY MEMBERS, AND STUDENT VETERANS THROUGH OUR STUDENT-LED CHAPTERS TO MAKE INFORMED DECISIONS ABOUT HIGHER EDUCATION, TO BE SUCCESSFUL IN PURSUING DEGREES AND CERTIFICATIONS IN HIGHER EDUCATION, IN PARTICIPATING IN ALL ASPECTS OF CAMPUS LIFE TO GARNER THE MAXIMUM BENEFIT FROM A COLLEGE EDUCATION, IN MAKING JOB AND CAREER CHOICES WHILE WORKING DURING HIGHER EDUCATION, AND IN TRANSITIONING TO CAREERS POST-EDUCATION. SVA ENGAGES IN RESEARCH AND ADVOCACY TO EMPOWER STUDENT VETERANS, EDUCATE AND INFORM HIGHER EDUCATION DECISION-MAKERS, POLICYMAKERS AT THE FEDERAL, STATE, AND LOCAL LEVEL, & MEMBERS OF THE PUBLIC. 0 0 834016 9636 211371 NATIONAL CONFERENCE (NATCON)NATCON IS THE LARGEST ANNUAL GATHERING OF STUDENT VETERANS IN THE COUNTRY, AS WELL AS ADVOCATES, THOUGHT-LEADERS, STAKEHOLDERS, AND SUPPORTERS IN HIGHER EDUCATION. IT IS ALSO THE LARGEST ANNUAL GATHERING OF POST-9/11 VETERANS IN THE COUNTRY. PAST SPEAKERS HAVE INCLUDED VICE PRESIDENT JOE BIDEN AND PRESIDENT GEORGE W. BUSH. EACH NATCON FEATURES GROUNDBREAKING KEYNOTES AND OVER 90 BREAKOUT SESSIONS IN ALL AREAS OF ACADEMIC AND PROFESSIONAL DEVELOPMENT, INCLUDING THE LATEST RESEARCH AND ADVOCACY STRATEGIES. OVER 2,000 ATTENDEES AND OVER 100 EXHIBITORS AND SPONSORS ATTEND NATCON EVERY YEAR. 651467 3743 31500 RESEARCHSVA'S LEARNING & MEASUREMENT STRATEGY IS DEFINED BY ITS WORK ON BETTER UNDERSTANDING STUDENT VETERANS' EDUCATIONAL LIFE CYCLE JOURNEY--TO, THROUGH, AND BEYOND HIGHER EDUCATION. THE CORNERSTONE OF THIS WORK IS THE STUDENT VETERAN LIFE CYCLE ATLAS PROJECT. BY ANALYZING THE EDUCATION LIFECYCLE OF HUNDREDS OF STUDENT VETERANS, THE PROJECT DISCOVERS KEY DECISIONS POINTS AND THE DIFFERENT OUTCOMES RESULTING FROM THOSE DECISIONS. THE RESULT WILL BE PRESENTED VIA AN INTERACTIVE DIAGRAM ILLUSTRATING PIVOTAL STUDENT VETERAN DECISIONS WITHIN THE EDUCATIONAL LIFE CYCLE. THE GOAL IS TO PROVIDE VETERANS, AT ANY POINT IN THEIR EDUCATIONAL LIFECYCLE, FACING A DECISION, AN INSTRUMENT TO EXPLORE AND EVALUATE DIFFERENT OUTCOMES BASED ON PREVIOUS STUDENT VETERANS' EXPERIENCES. IN ADDITION, MEASURING THE RETURN ON INVESTMENT (ROI) OF THE POST-9/11 GI BILL. THE FOUNDATION OF THIS WORK IS THE NATIONAL VETERAN EDUCATION SUCCESS TRACKER (NVEST) PROJECT A PUBLIC-PRIVATE PARTNERSHIP LED BY SVA IN COLLABORATION WITH THE U.S. DEPARTMENT OF VETERANS AFFAIRS AND THE NATIONAL STUDENT CLEARINGHOUSE. CONTINUED NVEST PROJECT RESEARCH WILL EXPAND TO INCLUDE STUDENT VETERANS' PATH TO THEIR INITIAL DEGREE, HIGHEST LEVEL OF DEGREE EARNED, AND IN-DEPTH COHORT ANALYSIS. SVA'S RESEARCH WILL PROVIDE AN ACCURATE PROFILE OF TODAY'S STUDENT VETERAN AND SHOW THE BENEFITS OF STUDENT VETERANS EARNING A COLLEGE DEGREE. 527654 58864 817 CHAPTER SERVICES AND GRANTSCHAPTERS ARE THE LIFEBLOOD OF SVA. ALL SVA CHAPTERS ARE UNITED WITH THE UNDERSTANDING THAT PEER-TO-PEER SUPPORT THROUGH AN SVA CHAPTER FACILITATES POST-SECONDARY SUCCESS. EVERY CHAPTER WAS AND IS FOUNDED AS A GRASSROOTS EFFORT BY INDIVIDUAL STUDENT VETERANS WHO RECOGNIZE THE NEED FOR A COMMUNITY OF SUPPORT ON THEIR CAMPUS. OUR CHAPTER SERVICES AND GRANTS AID THE CREATION, SUSTAINMENT, AND GROWTH OF CHAPTERS. WE ADVISE IN THE CREATION AND IMPLEMENTATION OF A STRATEGIC PLAN TO HELP CHAPTERS FOCUS THEIR EFFORTS AND ESTABLISH CLEAR PRIORITIES BY TAKING INVENTORY OF WHAT IS MOST IMPORTANT TO THEIR UNIQUE COMMUNITY ON CAMPUS. CHAPTERS CAN APPLY FOR GRANTS THAT SERVE AS SEED FUNDING TO HELP THEM EXECUTE THEIR CHAPTER-SPECIFIC MISSION AND GOALS. WE SHARE BEST PRACTICES AND GUIDANCE VIA OUR CHAPTER CONSULTATION SESSIONS WHICH CHAPTERS MAY SCHEDULE AT ANY TIME TO ASK QUESTIONS OF OUR TEAM OF EXPERTS. WE OFFER ONLINE TRAINING FOR CAREER DEVELOPMENT OPPORTUNITIES THROUGH WEBINAR-BASED SESSIONS. WE CONNECT OUR CHAPTERS WITH EACH ANOTHER TO PLAN REGIONAL EVENTS. WE MOBILIZE CHAPTER MEMBERS TO ADVOCATE FOR POLICY CHANGES AT THE CAMPUS, STATE, AND NATIONAL LEVELS. FINALLY, WE WORK DIRECTLY WITH CHAPTERS TO HELP MEMBERS ENGAGE WITH COMMUNITY LEADERS AND BUSINESS AND INDUSTRY PARTNERS. 424548 183369 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. 287303 250000 SCHOLARSHIPSSVA PERIODICALLY AWARDS EDUCATIONAL SCHOLARSHIPS IN PARTNERSHIP WITH SPONSORS. SVA SCHOLARSHIPS ARE MERIT-BASED, AND THE AWARDS ARE DISTRIBUTED DIRECTLY TO THE STUDENT. THEY ARE OPEN TO ALL STUDENT VETERANS, REGARDLESS OF PRESENCE OF AN SVA CHAPTER ON CAMPUS. SVA AWARDS HUNDREDS OF THOUSANDS OF DOLLARS PER YEAR IN SCHOLARSHIPS AND HAS AWARDED OVER ONE MILLION DOLLARS IN SCHOLARSHIPS TO DATE. 2677 ALUMNI AND VETERAN CENTER INITIATIVES 547644 306 OTHER PROGRAM SUPPORT 1262172 433675 3275309 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 PETER MEIJER CHAIRMAN 10.00 X X 0 0 0 CHRIS CORTEZ- BOARD MEMBER - UNTIL 01/2018, VICE CHAIR 10.00 X X 0 0 0 MAJOR GEN MICHAEL R LEHNERT VICE CHAIRMAN- UNTIL 01/2018 10.00 X X 0 0 0 JOHN FAKHOURY- BOARD MEMBER- UNTIL 01/2018, TREASURER 10.00 X X 0 0 0 KIERSTEN DOWNS- BOARD MEMBER- UNTIL 01/2018, SECRETARY 10.00 X X 0 0 0 LUKE STALCUP MS SECRETARY/TREASURER- UNTIL 01/2018 10.00 X X 0 0 0 GENERAL GEORGE W CASEY JR BOARD MEMBER 5.00 X 0 0 0 PAMELA ERICKSON BOARD MEMBER 5.00 X 0 0 0 J FORD HUFFMAN BOARD MEMBER 5.00 X 0 0 0 KATE KOHLER BOARD MEMBER- UNTIL 06/2018 5.00 X 0 0 0 SHERRY SHI BOARD MEMBER 5.00 X 0 0 0 DR STEPHEN L WEBER BOARD MEMBER- UNTIL 01/2018 5.00 X 0 0 0 FONTAINE WILSON BOARD MEMBER 5.00 X 0 0 0 JARED S LYON PRESIDENT AND CEO 40.00 X 127589 0 4673 JAMES SCHMELING EXECUTIVE VP OF STRATEGIC 40.00 X 130499 0 5161 LAUREN AUGUSTINE VP OF GOVERNMENT AFFAIRS 40.00 X 115910 0 6896 373998 0 16730 3 0 0 0 MARRIOTT BUSINESS 1965 MARRIOTT DRIVE ALCOA TN 37777 HOTEL AND CONFERENCE SERVICES 499033 DISNEY DESTINATIONS DLR GROUPS PO BOX 101690 PASADENA CA 91189 HOTEL AND CONFERENCE SERVICES 204067 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING AND HR SERVICES 158447 ALLIANCE AUDIO VISUAL LTD CO 6204 EDITH BLVD NE ALBUQUERQUE NM 87107 CONFERENCE SERVICES 109474 4 2062269 2062269 CONFERENCE FEES 900099 552388 212188 340200 BUSINESS ROUNDTABLE 900099 375000 375000 927388 3096 3096 SUBLEASE INCOME 531390 24946 24946 CONTRACTED SERVICES 541900 24000 24000 PUBLICATION SUBMISSION 900099 7500 7500 2317 2317 58763 3051516 243688 0 745559 X 72471 72471 433446 433446 132262 92609 39653 1096488 992861 55122 48505 342 319 23 96609 86227 6379 4003 91157 80589 6955 3613 125694 51543 65519 8632 175 175 473428 240030 206216 27182 67033 64048 843 2142 48108 44601 2198 1309 146131 142751 1241 2139 222205 196427 16974 8804 133688 129364 186 4138 560473 560364 25 84 66797 59049 5101 2647 2595 2350 161 84 DUES & SUBSCRIPTIONS 24069 22200 375 1494 AWARDS & GIFTS 4485 4060 279 146 LOSS ON ASSET DISPOSAL 2674 2674 3800330 3275309 410076 114945 428470 53751 1225585 2534241 3389867 1574559 27075 160979 388302 587288 266613 366690 320675 302529 303963 21997 28147 5896117 5230713 58210 84723 219196 736015 384794 348973 662200 1169711 X -398407 -175380 5632324 4236382 5233917 4061002 5896117 5230713 -748814 -646 -9655 -413800 0 X 0 1 X 1 0 X 2387939 6855620 1471687 3880093 2062269 16657608 2387939 6855620 1471687 3880093 2062269 16657608 8236237 8421371 14530 15240 8862 28649 28042 95323 2317 2317 16755248 1433072 0.50260 0.48340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 2,317. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: SVA STAFF PARTICIPATES IN CONGRESSIONAL HEARINGS AND SUBMITS TESTIMONY AT THE INVITATION OF VARIOUS LEGISLATIVE OFFICIALS. SVA STAFF ALSO PARTICIPATES IN EXECUTIVE-BRANCH EVENTS UPON REQUEST. NO ADDITIONAL EXPENDITURES WERE MADE FOR LOBBYING. AS NOTED, STAFF TIME IS INVOLVED WITH MEETING/HEARING PARTICIPATION. 265932 98494 167438 243263 107630 135633 78093 60489 17604 320675 FIXED-INCOME MUTUAL FUNDS 68673 F CASH HELD FOR INVESTMENT PURPOSES 235290 F 303963 DEFERRED RENT 348973 348973 X 3066040 -646 15345 14699 3051341 175 175 3051516 3825155 25000 25000 3800155 175 175 3800330 PART X, LINE 2: SVA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2018, 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 SVA ILLINOIS 16330 FAIRFIELD DRIVE PLAINFIELD IL 60586 473850313 13014 PROGRAM SUPPORT OPERATION GRATITUDE INC PO BOX 260257 ENCINO CA 91426 200103575 501(C)(3) 6200 SERVICE PROJECT 1 1 SCHOLARSHIP 25 250000 TRAVEL STIPENDS 119 183446 PART I, LINE 2: SVA MAKES GRANT DISBURSEMENTS IN TWO WAYS: ON A REIMBURSEMENT BASIS OR VIA THE CHAPTER GRANT APPLICATION. FOR THOSE DONE VIA REIMBURSEMENT, SVA REQUIRES 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. GRANTS DISTRIBUTED VIA THE CHAPTER GRANT APPLICATION ARE MADE TO THE CHAPTERS OF SVA. IN ORDER TO RECEIVE A GRANT, THEY MUST COMPLETE A BUSINESS PLAN FOR THEIR ORGANIZATION THAT CLEARLY ARTICULATES HOW THE FUNDS WILL BE USED. SVA THEN REQUIRES EACH ORGANIZATION TO PROVIDE PROGRESS REPORTS ON THE USE OF FUNDS AND A FINAL IMPACT REPORT AT THE CONCLUSION OF THE GRANT. 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 SUBMITTED TO THE AUDIT COMMITTEE, WHICH CONSISTS OF FOUR BOARD MEMBERS. AFTER BEING REVIEWED BY THE AUDIT COMMITTEE, THE DRAFT FEDERAL FORM 990 IS REVIEWED AND APPROVED BY 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 HIRING AND SALARY DECISIONS ARE REVIEWED AND APPROVED INDEPENDENTLY BY A DESIGNATED BOARD MEMBER, UNDER AUTHORITY DELEGATED BY THE BOARD OF DIRECTORS. SALARIES ARE BASED ON A COMPARISON OF LOCAL COSTS OF LIVING, AVERAGE RATES OF COMPENSATION, AND IN RELATION TO THE PRESIDENT AND CEO'S SALARY. PAY IS ADJUSTED FOR CHANGES IN LOCATION IF THEY OCCUR DURING EMPLOYMENT. THIS IS REFLECTED IN THE CONTRACTS OF OFFICERS. THE PROCESS OF SETTING EMPLOYEE SALARIES IS INCORPORATED INTO THE EMPLOYEE SEARCH PROCESS. THE PRESIDENT AND CEO SEARCH PROCESS WAS CONDUCTED BY A COMMITTEE OF THE BOARD OF DIRECTORS. ALL OTHER EMPLOYEE SEARCH AND HIRING PROCESSES ARE CONDUCTED BY THE PRESIDENT AND CEO AND SENIOR STAFF LEADERSHIP. A DELEGATED BOARD MEMBER APPROVES ALL HIRING DECISIONS TO PROVIDE INDEPENDENT REVIEW AND APPROVAL FROM THE BOARD OF DIRECTOR. 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 145,061. MANAGEMENT AND GENERAL EXPENSES 184,394. FUNDRAISING EXPENSES 24,295. TOTAL EXPENSES 353,750. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 17,165. MANAGEMENT AND GENERAL EXPENSES 21,819. FUNDRAISING EXPENSES 2,875. TOTAL EXPENSES 41,859. AUDIO AND VISUAL SERVICES: PROGRAM SERVICE EXPENSES 77,804. MANAGEMENT AND GENERAL EXPENSES 3. FUNDRAISING EXPENSES 12. TOTAL EXPENSES 77,819.