2017-07-25T12:37:16-05:00 2016-12-31 861065772 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2016-01-01 310263158 Disabled American Veterans DISA 8594417300 3725 Alexandria Pike Cold Spring KY 41076 Barry A Jesinoski Executive Director 8594417300 2017-07-24 1 Rebecca Lyons P01487105 5137847100 167.219.88.230 2017-07-24 16:58:08 ED P 1D3489C84379452B707C7F77694A2193A41F6B30 720F4AA0D2BB93153F44A445E722B199C924F3AC 2016 2021-01-29 14:40:06Z Barry A Jesinoski 3725 Alexandria Pike Cold Spring KY 41076 206204826 0 0557 X www.dav.org X 1932 Since 1920, empowering veterans to lead high-quality lives with respect and dignity. 7 6 755 13957 0 0 117764731 115556772 6862777 6991371 10910553 10817498 1294222 1519987 136832283 134885628 6350689 6461154 0 0 58665394 59065702 1113640 1815153 34301045 83860647 79371820 149990370 146713829 -13158087 -11828201 460048417 452980926 184391604 135166890 275656813 317814036 X We are dedicated to one single purpose: empowering veterans to lead high-quality lives with respect and dignity.See Schedule O for further details.We accomplish this by making sure veterans and their families can access the full range of benefits available to them; fighting for the interests of America's injured heroes on Capitol Hill; and educating the public about the great sacrifices and needs of veterans transitioning back to civilian life. 0 0 50190571 5301532 SERVICE PROGRAM: Services are offered at no cost or obligation to veterans, their families and survivors. -NSO's provided representation for nearly 300,000 pending claims for veterans and their families before the VA, obtaining for them more than $4 billion in new and retroactive benefits.-TSO's conducted 1,065 presentations to help prepare 35,682 transitioning service members for civilian life. TSO's filed 24,692 claims for VA benefits and connected veterans with free resources available through DAV.-MSO's traveled 96,342 miles to 845 cities where NSO's interviewed 15,070 veterans and potential claimants.See Schedule O for continuationSERVICE PROGRAM (cont.):In more than 100 offices throughout the United States and in Puerto Rico, we employ a corps of about 265 National Service Officers (NSOs) and 32 Transition Service Officers (TSOs) who counsel and represent veterans and their families with claims for benefits from the Department of Veterans Affairs, Department of Defense and other government agencies. Veterans need not be members to take advantage of our assistance, which is provided at no cost or obligation to them. NSOs function as attorneys-in-fact, assisting veterans, their families and survivors in filing claims for VA disability compensation, rehabilitation and education programs, pensions, death benefits and employment and training programs. They provide free services such as information seminars and counseling, and community outreach activities through the Mobile Service Office (MSO) Program in order to educate and inform veterans on the benefits they have earned through service. NSOs also represent veterans and active-duty military personnel before Discharge Review Boards, Boards for Correction of Military Records, Physical Evaluation Boards, the Disability Transition Assistance Program, the Transition Assistance Program and other official panels.For service members making the all-important transition to civilian life, DAV participates in Transition Assistance and Disabled Transition Assistance Programs. Our TSOs provide benefits counseling and assistance to service members filing initial claims for VA benefits at nearly 100 military installations throughout the country.DAV continues its pro bono representation program for veterans seeking review in the United States Court of Appeals for Veterans Claims. DAV currently works with two law firms that specialize in representing veterans' issues at the court. In fiscal year 2016, the BVA took action on more than 14,630 cases involving DAV clients. These were cases reviewed to identify those in which a veteran's claim was improperly denied. The relationship between DAV and these private law firms has resulted in 1,338 cases previously denied by the BVA being appealed to the court at no cost to the veterans.The MSO Program continues to bring DAV services to veterans, their families and survivors in their own communities. The program extends DAV's benefits assistance to veterans who might not be able to access it otherwise due to distance, transportation, health or other various reasons. By putting our service offices on the road and assisting veterans where they live, DAV is increasing veterans' access to benefits.In 2016, the MSO Program continued to focus on conducting site visits at colleges and universities throughout the nation. The University of South Florida, The Ohio State University, Western Nevada College and the University of Montana were just a few of the colleges and universities DAV MSOs visited last year. With 10 specially equipped mobile offices visiting communities across the country, this outreach effort generates a considerable amount of claims work from veterans who may not otherwise have the opportunity to seek assistance at DAV national service offices.DISABLED AMERICAN VETERANSRecapitulation of Service ActivitiesJanuary 1, 2016 through December 31, 2016National Totals1. NEW SERVICES CONNECTIONS 71,8612. COMPENSATION INCREASED 52,0363. COMPENATION MAINTAINED 84,7254. PENSION 1,7765. PENSION MAINTAINED 1,372 6. SOCIAL SECURITY 07. EDUCATION BENEFITS 77,660 8. MISCELLANEOUS 4,0869. DEATH COMPENSATION 1,98210. SPECIAL ENTITLEMENTS 10611. SPECIAL ENTITLEMENTS MAINTAINED 1112. DEATH PENSION 55713. INSURANCE 1,31914. BURIAL ALLOWANCES 1,18615. PHYSICAL EVALUATION BOARDS 016. TOTAL AWARDS 298,676 17. TOTAL MONTHLY INCREASES 311,902,612 18. TOTAL RETROACTIVE PAYMENTS 4,052,090,45819. FULL AMOUNT 4,363,993,07020. VA FILES REVIEWED 318,96921. POWER OF ATTORNEYS PAPER 110,129 ELECTRONIC 14,32022. INTERVIEWS 152,16923. RATING BOARD APPEARANCES 253,00824. MILITARY AFFAIRS 71,56625. SOCIAL SECURITY ACTIVITIES 1826. NEW CLAIMS PAPER 158,341 ELECTRONIC 38,69027. MEMBERSHIP 2,70828. BRIEFINGS 1,06529. PARTICIPANTS 35,682Expenses $ 44,945,036. including grants of $ 57,398. Revenue $0.STATE SERVICES AND DISASTER RELIEF: DAV operates a program that provides direct grants to help veterans and their families in time of need, as well as plan to fund state level services.In 2016, these efforts resulted in roughly 825 supply kits and 1,244 payments totaling more than $463,000 to be provided to service-injured or ill veterans, service members and their families in need of relief. When disaster strikes, DAV service officers and members deploy into devastated areas, enabling DAV to provide much-needed monetary assistance, conduct benefits counseling and offer referral services for veterans, service members and their families in need. Our Disaster Relief Program provides grants in the aftermath of natural disasters and emergencies in various areas around the nation to help veterans and their families secure temporary lodging, food and other necessities. Support was provided at Ground Zero following the attacks on the World Trade Center, around the Gulf Coast following Hurricanes Katrina and Rita. Most recently, DAV supported veterans and their families impacted by the Flint, Michigan water crisis, hurricane Matthew in Florida, Georgia, and the Carolinas', tornadoes and flooding in Louisiana and wildfires in California and Tennessee.Supply kits-which include backpacks, blankets and hygiene kits-are provided as an additional resource for safety, comfort and self-sufficiency in an extended emergency, disaster or evacuation. Each hygiene kit includes basic necessities like a toothbrush and toothpaste, razors and shaving cream, hand sanitizer, deodorant, shampoo and soap. Since the program's inception in 1968, more than $10.2 million has been disbursed to victims.DAV also helps fund services that our state-level departments provide to veterans and their families. In some cases, these department programs extend, supplement or dovetail services we provide through our nationwide programs. In other cases, departments have created entirely new programs to meet the unique needs of veterans in their states. Grants to departments under this program totaled $4 million in 2016. Expenses $ 5,245,535. including grants of $ 5,244,134. Revenue $ 0. 2671299 1119623 VOLUNTARY SERVICES PROGRAM: By providing veterans with transportation to medical appointments, coordinating in-hospital volunteer opportunities and encouraging and supporting efforts to honor the sacrifices of disabled veterans, DAV enhances the quality of life of veterans, their families and survivors.-In 2016, volunteers traveled 22,991,700 miles, providing 673,269 rides to veterans and donating 1,595,505 hours of their time.-The value of volunteer hours and services amounted to more than $37.6 million.-To incentivize youth volunteers, DAV awarded $75,000 through its scholarship program. See Schedule O for continuationVOLUNTARY SERVICES PROGRAM (cont.): Volunteerism forms the bedrock of DAV's mission of empowering veterans to lead high-quality and fulfilled lives. Our thousands of devoted volunteers across the country help us provide the best possible care, morale and assistance to our nation's heroes. DAV truly appreciates and recognizes those who volunteer their time and talents. Through their dedicated efforts, the organization devoted $46.4 million to voluntary service initiatives through a vast network of programs in 2016. Volunteers are the key to the success of our mission and positively impact the lives of the veterans we serve.DAV's Transportation Network is one of the country's largest voluntary transportation programs. This unique program provides vehicles and volunteers throughout the country to transport veterans to and from their VA medical appointments. The program is managed by hospital service coordinators located at 197 VA medical centers and outpatient clinics and is operated by committed DAV volunteer drivers. Since the program's inception in 1987, DAV departments and chapters, along with Ford Motor Co., have donated 3,286 vehicles to the VA at a cost of over $73.1 million.The amount of hours DAV volunteers dedicate, the miles they drive and the number of rides they provide to veterans reflect promises we've ensured were kept. To put this into perspective, DAV volunteer drivers have driven 661,549,304 miles since the program's inception. The value of these contributed services is reported as revenue on DAV's financial statements prepared in accordance with Generally Accepted Accounting Principles, but is not recorded as revenue on this Form 990 in accordance with Internal Revenue Service guidelines.Other DAV voluntary service program initiatives include the Winter Sports Clinic, the Jesse Brown Memorial Youth Scholarship Program, the celebrity program, the Local Veterans Assistance Program and the VA Voluntary Service Program.Expenses $ 2,671,299. including grants of $ 1,119,623. Revenue $ 0. 1343664 0 0 EMPLOYMENT PROGRAM: DAV is committed to ensuring transitioning military members and their families secure the tools, resources and opportunities they need to advance their employment goals. -DAV facilitated 61 All Veterans Career Fairs in 40 cities across the country, creating employment opportunities for nearly 22,000. -DAV provides 12 virtual career fairs annually with more than 42,000 active-duty, Guard and Reserve members, veterans and their spouses engage in our environment.-DAV connects veterans with employment resources and opportunities through its website www.jobs.dav.org. See Schedule O for further details.EMPLOYMENT PROGRAM (cont.): Realizing the challenges that many veterans, especially our service-disabled veterans, continue to face in the employment marketplace, DAV established a new National Employment Department in 2014. One primary component of this mission is a partnership DAV formed with RecruitMilitary, a veteran-operated, full-service, military-to-civilian recruiting firm. Working alongside RecruitMilitary, DAV uses online and offline products to connect employers, franchisers and educational institutions with veterans who are transitioning from active duty to civilian life, veterans who already have civilian work experience, members of the Guard and Reserve components, and spouses. All DAV services are available at no cost to the veteran. By co-hosting and sponsoring All Veterans Career Fairs, DAV is helping to address one of the greatest needs facing our nation's unemployed and underemployed veterans.DAV recognizes that traditional, or "brick and mortar," career fairs reach only a fraction of those seeking new or better employment. In fact, many active duty, Guard and Reserve members, veterans and spouses are unable to attend our traditional career fairs for a variety of reasons, including geographical challenges-especially for those serving abroad-or service-related disability. These challenges led DAV to explore the veteran virtual career fair arena. In partnership with Veteran Recruiting, the leader in producing virtual career fairs for the military and veterans, DAV co-hosted 12 virtual career fairs for active duty, Guard and Reserve members, and spouses in 2016, with more than 42,000 engaging in our virtual environment, which is available 24 hours a day, 365 days a year. In addition to employment assistance, DAV has incorporated our VA benefits and claims representation resources into our career fairs, including having a mobile service office onsite at many of our traditional career fairs. At these events, DAV's veteran advocates have aided thousands of job-seeking veterans, dependents and survivors with claims assistance to understand and secure their earned VA, Department of Defense and state benefits. This service is also incorporated into our virtual fairs. DAV's National Employment Department also works directly with major employers who are interested in recruiting skilled veterans. On our employment resources website (jobs.dav.org), we provide a multitude of resources that veterans can access, including a job-search board boasting in excess of 200,000 current employment opportunities around the world along with direct links to company website job boards. We are pleased to note that last year our employment resources website continued to exceed nearly 12,000 visitors monthly. We anticipate continued growth in veterans' use of this resource in 2017 as a result of our newly launched virtual career fairs.Expenses $ 1,343,664. including grants of $ 0. Revenue $ 0. 9864703 40000 0 COMMUNICATIONS PROGRAM: The National Communications Department oversees internal and external communications programs including media relations, publications, digital content and a variety of public outreach initiatives to tell DAV's story and support its key initiatives. A bimonthly magazine keeps our members informed about important issues and our government's policies affecting the federal benefits and services veterans have earned. This publication also showcases the many successful service programs and accomplishments of our state-level departments and local DAV chapters nationwide.Our communications staff produces news releases, speeches, op-eds, brochures, print messages, public service announcements, videos and other materials that provide information about DAV and the full range of free services that empower veterans to live high-quality lives with respect and dignity. In addition to these traditional tools, social media such as Facebook, Twitter, Instagram and YouTube also enable DAV and its members to build an even stronger community to carry out our mission now and into the future.Through this unique outreach program, DAV has been able to reach millions of Americans with our message of service and volunteerism in support of injured and ill veterans. With such a vast array of programs, our Communications Department is able to provide in-depth research and resources to best explain issues with facts, relevant examples and meaningful context. 6421428 0 6890059 MEMBERSHIP PROGRAM: DAV has more than 2,800 veterans dedicated to recruiting new members so that our base remains strong and vibrant into the future. DAV has 52 state-level Departments and 1,305 active Chapters nationwide. In 2016, DAV closed the year achieving a new landmark with 1,305,455 members. The organization continues to make the 1.3 million-member mark a sustained part of its future and to grow DAV's membership voice, ensuring its credibility with lawmakers and providing a living testament to the value of the organization's services and mission. Membership is the lifeblood of DAV, and DAV's community of heroes stand together to ensure our nation keeps its promises to the men and women who served. This steadfast dedication to our cause has made DAV what it is today-a premier organization made up of veterans serving veterans.DAV was founded after World War I before there existed a centralized structure to support veterans wounded or made ill in the trenches. America was not prepared for their return, and something needed to be done.The concept of continued service and sacrifice is part of a legacy that is more than 95 years old. DAV has evolved to meet the needs of its members amid the changes that naturally progress with time. Our armed forces have changed along with our society, and DAV has evolved to embrace those changes through the years. This enables us to ensure veterans of all service eras and genders are able to lead high-quality lives with respect and dignity.Today, social networking and technology are being leveraged by DAV members to continue to play vital roles as spokespeople for the unique requirements of veterans and their loved ones. We continue to effectively respond to the needs of both past and present generations of veterans, providing unwavering dedication to those who have sacrificed for our way of life, often with a life-changing illness or injury. 2071733 0 0 LEGISLATIVE PROGRAM: DAV accomplishes many of its key objectives through its National Legislative Department's efforts with Congress, the Department of Veterans Affairs (VA) and other federal agencies in Washington, D.C. During 2016, even though the $2.1 million (both non-lobbying and lobbying combined) investment in our legislative program constituted less than 1 percent of DAV's total expenditures, our efforts in this arena achieved important results for the men and women who served.DAV's National Legislative Department is responsible for influencing, developing, strengthening and expanding federal law, policies, programs, benefits and services to empower injured and ill veterans to lead high-quality lives with respect and dignity. The guiding principles of our advocacy efforts emanate directly from our legislative agenda as set forth by the resolutions adopted by delegates to our annual National Conventions and are strengthened by DAV's constitution and bylaws. These serve as guideposts for our advocacy on behalf of injured and ill veterans in conformance with the collective will of DAV members. 29449994 0 25522 PUBLIC AWARENESS OUTREACH: Injured and ill veterans returning home from military service face challenges fellow citizens could never begin to understand. Multiple combat tours and contingency operations continue to be shouldered by a resolute few-the less than one-half of 1 percent of our population-who volunteer to wear the military uniform.At the same time, most Americans remain unaffected by the increasing military civilian gap in our country. With the elimination of the national draft and the increasing number of citizens without a relative or loved one serving in the armed forces, the inevitable disconnect increases the need to build relationships between the public and veterans, whose needs have steadily increased with the demands of a nation on a 15-year, constant wartime footing. DAV has learned these critical relationships extend to all aspects of a veteran's life, including the critical area of fulfilling employment. In 2016, Monster and its subsidiary Military.com partnered with DAV to release findings from the Disabled Veterans Talent Survey, one of the first analyses of hiring and workplace experiences for disabled veterans. This survey illustrated the importance of the need to continue communicating to veterans, their families and potential employers alike about the advantages of hiring veterans and, in particular, disabled veterans. The Disabled Veterans Talent Survey is just one example of how DAV has worked diligently to educate the public effectively and efficiently about our mission and the service and sacrifices of our heroes. In 2016, $29.7 million was dedicated to this large-scale effort, an investment that's making a real difference in the lives of veterans and their families.DAV continues to ensure veterans and their families are fully aware of the wide range of other programs we offer. Our outreach platforms enhance the efforts already built into our other program services to raise awareness. This effort provides the American public and private sector an opportunity to become involved in relating with and helping the men and women who served our nation and preserved the way of life we cherish. DAV 5Ks inspire several patriotic communities across the nation. These events showcase our heroes and raise awareness about issues facing veterans daily. This past year, we held DAV 5K events in Atlanta; Boston; Cincinnati; Newport News, Va.; and Tulsa, Okla. In total, more than 8,300 people personally honored and thanked friends and family members who served or are currently serving our country. In 2017 we look forward to even greater participation at these locations as well as at the inaugural 5K event in San Antonio. We will continue to explore opportunities to expand the 5K events to other cities across the nation. 936115 0 0 PSA Program: DAV public service announcement (PSA) campaigns help create greater awareness of our mission of service to veterans and their families, our members and the general public. When one of our DAV ads or messages is seen, it's a victory for DAV and all veterans. In 2016, our program grew to $75.8 million, of which $74.9 million is donated media.The $74.9 million in donated media value is a 250 percent growth from our 2015 program, which delivered $21.8 million. The exposure resulted in more than 3.2 billion impressions, with our messages appearing on television, radio, print, outdoor and transit media outlets. Some of our top valued national television placements included airings on ABC, CBS and Fox; and our top print placements included ads in Money Magazine, Time, Bloomberg Businessweek, People and Field & Stream. Through national and local placements, these PSAs have informed the veteran community about our free services. They show the American public that veterans have the strength and perseverance to overcome challenges and that there is no limit to the positive lives our veterans can lead.The PSAs make veterans aware of the services DAV offers and educate the public about the service and sacrifices of America's veterans, their families and survivors. 48743973 40000 6915581 102949507 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 172 0 1 755 1 0 0 0 0 0 1 1 0 0 0 0 0 X 7 6 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AR CA CT GA HI KS KY LA MN MS MO NC NH NJ NM NY OK OR PA RI SC TN TX UT VA WV MD X X Barry A Jesinoski 8594417300 3725 Alexandria Pike Cold Spring KY 41076 Moses A McIntosh Jr Chairman (8/16-12/16) 25.00 0.00 X 133543 0 0 Ron F Hope Chairman (1/16-8/16) 25.00 0.00 X 5149 0 0 David W Riley Vice Chairman (1-16-8/16) 25.00 0.00 X 102050 0 0 Delphine Metcalf-Foster Vice Chairman (8/16-12/16) 25.00 0.00 X 8055 0 0 Rolly D Lee Sr Treasurer (1/16-8/16) 5.00 0.00 X 4687 0 0 Richard Tolfa (Dir. 1/16-8/16, Tres. 8/16-12/16) 5.00 0.00 X 5129 0 0 Alfred C Reynolds Director (8/16-12/16) 5.00 0.00 X 1312 0 0 Idalis M Marquez Director (8/16-12/16) 5.00 0.00 X 4987 0 0 Frank Maughan Director (1/16-12/16) 5.00 0.00 X 12408 0 0 Jonny N Stewart Director (1/16-8/16) 5.00 0.00 X 7484 0 0 J Marc Burgess Natl. Adjutant/CEO/Sec. 60.00 0.00 X X 296187 0 231105 Barry A Jesinoski Exec. Dir. Natl. HQ 55.00 0.00 X 234321 0 142117 Garry Augustine Exec. Dir. Natl. LHQ 50.00 0.00 X 190968 0 94666 James T Marzalek Natl. Service Director 50.00 0.00 X 164851 0 63232 Anita Blum Comptroller 50.00 0.00 X 188113 0 108640 Christopher Clay General Counsel 40.00 0.00 X 224651 0 139819 Brian Cowart Chief Dev. Officer 50.00 0.00 X 218671 0 64824 Susan Loth Sr. Chief Dev. Officer 40.00 0.00 X 181399 0 137326 Arthur Wilson 113-613 Former Natl. Adj/CEO/Sec. 15.00 0.00 X 82994 0 0 2066959 0 981729 31 1 1 0 Crosby Marketing Communications Inc 705 Melvin Avenue Suite 200 Annapolis MD 21401 Creative/Professional Services 1382641 Cincinnati Bell Technology Solutions 1507 Solution Center Chicago IL 606771005 Temporary/Professional 756615 Kelly Services Inc PO Box 530437 Atlanta GA 303530437 Temporary Services 715061 Creative Direct Response 16900 Science Dr Suite 210 Bowie MD 20715 Creative/Professional Services 683840 Holland and Knight LLP PO Box 864084 Orlando FL 328864084 Legal Services 678343 20 115556772 1040991 115556772 Membership Dues 900099 6890059 6890059 Registration Income 900099 101312 101312 6991371 9952618 9952618 1347791 1347791 34000 0 34000 34000 34000 72100862 83216 71242717 76481 858145 6735 864880 864880 138196 138196 138196 134885628 6991371 0 12337485 5943154 5943154 518000 518000 1347568 1012029 335539 111655 111655 34713041 30563945 2235132 1913964 5789621 3570448 959506 1259667 14286275 12430923 951961 903391 2817542 2465152 196032 156358 195707 61528 124004 10175 165673 165673 461198 461198 1815153 1815153 210132 210132 7038793 4495512 1626505 916776 5597561 4530041 1069 1066451 53962185 28070525 1036535 24855125 1026535 693252 316694 16589 2406682 1167306 1239376 462750 323661 139089 1686429 1587854 32627 65948 1286757 1286757 1419308 992606 365790 60912 371801 259608 110661 1532 Relocation 910188 908649 1539 Project Costs 620000 620000 Settlement Fees 155429 155429 Training 142946 105021 22760 15165 1251746 726909 520374 4463 146713829 102949507 9463277 34301045 X 56441392 28202955 0 28238437 14363867 12160672 1573758 2381834 1667241 1196586 3142969 4215856 41160834 30719469 9556283 10441365 429744299 422335613 0 249000 460048417 452980926 34132267 26687631 5209780 5305483 145049557 103173776 184391604 135166890 X 275656813 317814036 275656813 317814036 460048417 452980926 X -11828201 8166812 45818612 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 467464 467464 7005995 5845222 1160773 4269063 3184330 1084733 23700414 21193023 2507391 5717898 496894 5221004 10441365 Reserve for Life Membership Dues 52088768 Postretirement Benefit Obligation 49917581 Other Liabilities 1167427 103173776 255446276 45637063 75133716 120770779 134675497 210131 210131 134885628 267274477 45637063 75133716 120770779 146503698 210131 210131 146713829 Part XI, Line 2d - Other Adjustments: Contributed Media and Materials 75,133,716. Part XII, Line 2d - Other Adjustments: Contributed Media and Materials 75,133,716. X X X X X 1 Combined Gross Receipts 3725 Alexandria Pike Cold Spring KY 41076 See Part IV 0 52075659 0 52075659 Public Interest Communication 7700 Leesburg Pike Ste 301 North Falls Church VA 22043 Telemarketing-Recurring Gifts 0 242873 241255 1618 SD & A Teleservices Inc 5757 West Century Blvd Ste 300 Los Angeles CA 90045 Telemarketing-Recurring Gifts 0 90608 162762 -72154 Infocision PO Box 32441 Cleveland OH 44193 Telemarketing-Recurring Gifts 0 59631 88262 -28631 Creative Direct Response 16900 Science Drive Bowie MD 20715 Consults Direct Mail and Organizes Electronic Fundraising 0 0 504033 0 Meyer Partners 1701 E Woodfield Rd Ste 425 Schaumburg IL 60173 Consults Major gifts and Planned Giving 0 0 124068 0 Mindset 170 N Jefferson St Ste 200 Arlington VA 22205 Direct Mail and Telemarketing 0 0 536145 0 Social Capital 980 N Michigan Avenue Ste 1610 Chicago IL 60611 Strategic Adviser on Corp Partner Planning 0 0 142500 0 Global Advancement LLC 333 West Vine Street Ste 300 Lexington KY 40507 Consults Major gifts and Planned Giving 0 0 16128 0 52468771 1815153 51976492 AK AR CA CT GA HI KS KY LA MN MS MO NC NH NJ NM NY OK OR PA RI SC TN UT VA WV AL CO FL IL MA ME OH TX WA WI DC MD MI Schedule G, Part I, Line 2b, List of Ten Highest Paid Fundraisers: (i) Name of Fundraiser: Combined Gross Receipts (i) Address of Fundraiser: 3725 Alexandria Pike, Cold Springs, KY 41076 (ii) Activity: DAV has identified gross receipts and expenses for organizations providing professional fundraising services in executing a campaign. DAV is also providing the combined total gross receipts for agencies chosen to provide advice on various aspects of fundraising activities and strategy where it is too complex to provide an accurate assessment. 1 DAV Dept of Alabama 7538 Misty Lane Pinson AL 351262463 630421186 501(c)(4) 83903 0 Veterans Services DAV Dept of Alaska PO Box 74603 Fairbanks AK 99707 521648345 501(c)(4) 12484 0 Veterans Services DAV Dept of Arizona 38 W Dunlap Avenue Phoenix AZ 85021 860191627 501(c)(4) 95393 0 Veterans Services DAV Dept of Arkansas PO Box 1620 N Little Rock AR 72115 386143144 501(c)(4) 50807 0 Veterans Services DAV Dept of California 13733 E Rosecrans Ave Santa Fe Springs CA 90670 950684372 501(c)(4) 419107 0 Veterans Services DAV Dept of Colorado 1485 Holland Street Lakewood CO 80215 840388439 501(c)(4) 113554 0 Veterans Services DAV Dept of Connecticut 35 Cold Spring Road Suite 315 Rocky Hill CT 06067 066050968 501(c)(4) 38879 0 Veterans Services DAV Dept of DC PO Box 70737 Washington DC 20024 311017322 501(c)(4) 9014 0 Veterans Services DAV Dept of Delaware PO Box 407 Camden DE 19934 237169083 501(c)(4) 10832 0 Veterans Services DAV Dept of Florida 2015 SW 75th Street Gainesville FL 32607 590915376 501(c)(4) 273650 0 Veterans Services DAV Dept of Georgia 4462 Houston Avenue Macon GA 31206 586043522 501(c)(4) 94791 0 Veterans Services DAV Dept of Hawaii 2685 N Nimitz Hwy Honolulu HI 96819 990105357 501(c)(4) 26783 0 Veterans Services DAV Dept of Idaho 55 Rose Circle Meridian ID 836422936 826013538 501(c)(4) 22809 0 Veterans Services DAV Dept of Illinois 809 S Grand Avenue West Springfield IL 62704 362026733 501(c)(4) 80926 0 Veterans Services DAV Dept of Indiana PO Box 508 Greenwood IN 46142 350269110 501(c)(4) 78548 0 Veterans Services DAV Dept of Iowa 2245 Kerper Blvd STE 1 Dubuque IA 52001 420218615 501(c)(4) 29403 0 Veterans Services DAV Dept of Kansas 805 Minnesota Avenue Kansas City KS 66101 480669371 501(c)(4) 30806 0 Veterans Services DAV Dept of Kentucky PO Box 129 Shepherdsville KY 401650129 610574614 501(c)(4) 86232 0 Veterans Services DAV Dept of Louisiana PO Box 1271 Baton Rouge LA 70821 726023897 501(c)(4) 50693 0 Veterans Services DAV Dept of Maine PO Box 3415 Augusta ME 04330 510169791 501(c)(4) 32596 0 Veterans Services DAV Dept of Maryland 101 N Gay Street B Baltimore MD 21202 526055613 501(c)(4) 71153 0 Veterans Services DAV Dept of Massachusetts 24 Beacon St STE 546 Boston MA 02133 042170836 501(c)(4) 129587 0 Veterans Services DAV Dept of Michigan 17779 E Fourteen Mile Road Fraser MI 48026 380489155 501(c)(4) 130969 0 Veterans Services DAV Dept of Minnesota 20 West 12th Street 3rd Floor St Paul MN 55155 410641627 501(c)(4) 92490 0 Veterans Services DAV Dept of Mississippi PO Box 1579 Jackson MS 39215 646034899 501(c)(4) 28493 0 Veterans Services DAV Dept of Missouri 413 West Hickory Kirksville MO 63501 431428547 501(c)(4) 87109 0 Veterans Services DAV Dept of Montana 8245 Half Moon Court Helena MT 596029769 810245122 501(c)(4) 22777 0 Veterans Services DAV Dept of Nebraska 3107 25th Street Columbus NE 68601 470462717 501(c)(4) 30249 0 Veterans Services DAV Dept of Nevada 2775 Meadow Park Avenue Henderson NV 890527023 880191079 501(c)(4) 30321 0 Veterans Services DAV Dept of New Hampshire PO Box 2051 Dover NH 03820 026018967 501(c)(4) 28073 0 Veterans Services DAV Dept of New Jersey 171 Jersey St Bldg 5 Trenton NJ 08611 311017334 501(c)(4) 86572 0 Veterans Services DAV Dept of New Mexico 2511 Utah Street NE Albuquerque NM 87110 850131116 501(c)(4) 46868 0 Veterans Services DAV Dept of New York 162 Atlantic Avenue Lynbrook NY 11563 112248726 501(c)(4) 205409 0 Veterans Services DAV Dept of North Carolina PO Box 28146 Raleigh NC 27611 566061261 501(c)(4) 161372 0 Veterans Services DAV Dept of North Dakota 2009 4th Street NE Jamestown ND 584013926 450232777 501(c)(4) 21082 0 Veterans Services DAV Dept of Ohio PO Box 15099 Columbus OH 43215 314166963 501(c)(4) 145140 0 Veterans Services DAV Dept of Oklahoma 2311 N Central Avenue 1000B Oklahoma City OK 73105 736112085 501(c)(4) 86406 0 Veterans Services DAV Dept of Oregon 5922 NE 55th Avenue Portland OR 972182302 930155562 501(c)(4) 39806 0 Veterans Services DAV Dept of Pennsylvania 4219 Trindle Road Camp Hill PA 17011 230520283 501(c)(4) 167319 0 Veterans Services DAV Dept of Puerto Rico PO Box 363604 San Juan PR 00936 237352551 501(c)(4) 37897 0 Veterans Services DAV Dept of Rhode Island 1 Capital Hill Level G Providence RI 02908 056023646 501(c)(4) 21387 0 Veterans Services DAV Dept of South Carolina PO Box 5317 West Columbia SC 29171 570600471 501(c)(4) 80218 0 Veterans Services DAV Dept of South Dakota 1519 West 51st Street Sioux Falls SD 57105 466016959 501(c)(4) 20926 0 Veterans Services DAV Dept of Tennessee PO Box 296 Lawrenceburg TN 38464 626074303 501(c)(4) 78435 0 Veterans Services DAV Dept of Texas 1015 Lee Avenue Lufkin TX 75901 756053959 501(c)(4) 323727 0 Veterans Services DAV Dept of Utah 273 E 800 South Salt Lake City UT 84111 876151236 501(c)(4) 23776 0 Veterans Services DAV Dept of Vermont PO Box 828 White River Jct VT 05001 036015639 501(c)(4) 12452 0 Veterans Services DAV Dept of Virginia PO Box 7176 Roanoke VA 24019 540697376 501(c)(4) 183194 0 Veterans Services DAV Dept of Washington 2315 Burwell Street Bremerton WA 98312 910544487 501(c)(4) 104873 0 Veterans Services DAV Dept of West Virginia PO Box 605 Elkview WV 25071 550521769 501(c)(4) 35367 0 Veterans Services DAV Dept of Wisconsin 1253 Scheuring Rd Ste A DePere WI 54115 390244255 501(c)(4) 68408 0 Veterans Services DAV Dept of Wyoming 219 Ames Avenue Cheyenne WY 820072218 237041066 501(c)(4) 7841 0 Veterans Services Department of Veterans Affairs 50 Irving Street NW Washington DC 20422 521688621 Gov't Entity 728291 0 Winter Sports Clinic Department of Veterans Affairs 51 Irving Street NW Washington DC 20423 521688621 Gov't Entity 210966 0 VA Transportation Network Camp Corral 5151 Glenwood Avenue Raleigh NC 27612 453555807 501(c)(3) 508469 0 Children of Veterans USO World Headquarters 2111 Wilson Boulevard Suite 1200 Arlington VA 22201 131610451 501(c)(3) 15000 0 Veterans Services Iowa City VA Health Care 601 HWY 6 West Iowa City IA 52246 470376487 Gov't Entity 50000 0 National Disabled Veterans TEE Tournament Ottosen & Co 845 E Goothill Blvd Glendora CA 91741 462206021 10000 0 Veterans Services Independence Corps 2801 Network Boulevard STE 600 Frisco TX 75034 364605639 501(c)(3) 25000 0 Veterans Services Hillvets Foundation 625 N Washington St 425 Alexandria VA 22314 473616097 501(c)(19) 25000 0 Veterans Services Center for Conscious Creativity 1866 W 14th Street Los Angeles CA 90006 900738335 501(c)(3) 15000 0 Veterans Services Columbia Trust Service Programs 3752 Alexandria Pike Cold Spring KY 41076 521516071 501(c)(4) 72866 0 Veteran Services 7 55 Scholarships 29 55000 FMV Disaster Relief 463 463000 FMV Part I, Line 2: The procedure for monitoring the use of grants varies depending on the type of grant. For grants to DAV Departments, every department is required to submit an annual financial report to DAV for approval. Review of annual financial reports allows DAV to monitor the proper use of funds granted by DAV and to ensure good standing for continued eligibility. Expenses for the National Veterans Winter Sports Clinic and Van Program are sent directly to and are paid by DAV (directly to the billing party) when determined that the expense is an acceptable and qualifying cost of the designated program. Scholarship payments towards tuition on behalf of an eligible award recipient are paid directly to the academic institution. The remainder of the grants are made on a good faith basis to reputable organizations with a history of service to disabled veterans. X X X 1 1 X X X 0 0 0 0 0 0 0 1 0 J Marc Burgess Natl. Adjutant/CEO/Sec. 248840 0 41282 0 6065 0 225450 0 5655 0 527292 0 40782 0 Barry A Jesinoski Exec. Dir. Natl. HQ 198936 0 31105 0 4280 0 136566 0 5551 0 376438 0 30605 0 Garry Augustine Exec. Dir. Natl. LHQ 178269 0 6736 0 5963 0 90988 0 3678 0 285634 0 6236 0 James T Marzalek Natl. Service Director 134438 0 27680 0 2733 0 58070 0 5162 0 228083 0 26210 0 Anita Blum Comptroller 163958 0 20125 0 4030 0 102112 0 6528 0 296753 0 18107 0 Christopher Clay General Counsel 199830 0 15988 0 8833 0 133341 0 6478 0 364470 0 13637 0 Brian Cowart Chief Dev. Officer 187715 0 26680 0 4276 0 57856 0 6968 0 283495 0 26180 0 Susan Loth Sr. Chief Dev. Officer 157953 0 19554 0 3892 0 130798 0 6528 0 318725 0 19054 0 Arthur Wilson 113-613 Former Natl. Adj/CEO/Sec. 0 0 0 0 82994 0 0 0 0 0 82994 0 0 0 Part I, Line 1a First Class or Charter Travel: DAV-paid airfare is typically for coach-class travel. First-class airfare may be approved considering such factors as: the degree to which the traveler is disabled and the length of the trip. DAV does not pay for charter travel. In 2016, three trips met the criteria for first class travel for DAV related business for persons listed on Part II, Section A, Line 1a. It was not considered taxable income. Travel for Companions: DAV pays for companions of those traveling on DAV business, but on a very limited basis. Such authorization is only granted when the companion's presence either confers an actual benefit on DAV or provides needed aid and assistance for a significantly disabled DAV traveler. In the case of the DAV traveler requiring aid and assistance, DAV will bear the full expense of the companion and it is not considered taxable income. In all other situations, companion expenses are either reimbursed by the DAV traveler or included in taxable income. In 2016, DAV did have 3 companion travels for persons listed on Schedule J, Part II. Discretionary spending account: During their one-year, nonsuccessive term, DAV pays the National Commander an annual expense allowance prorated from the date of his election to the date of the election of his successor, in an amount approved by the Board of Directors, and reflected in the appropriate minutes. The amount is to cover lodging, meals, and other expenses incurred to serve in this capacity. It is comparable to amounts paid those in similar positions in like organizations and is reported as taxable income on Form 1099. In 2016, Moses A. McIntosh Jr., DAV National Commander (January to August) received $133,065 and David W. Riley, DAV National Commander (September to December) received $91,935 for such payments. Part I, Line 7 DAV has a Leadership Incentive Program that offers an additional percentage of annual base salary to about 40 employees primarily key executives, directors and managers. The award percentage is based on the individual participant's position and the organization's measured success meeting 8 goals; one related to achievement of standard ratios published by the BBB Wise Giving Alliance and 7 based DAV strategic plan goals. The Program was designed with assistance from an outside, independent consultant and approved by the Board of Directors. David Wilson See Sch. L. Part V 111655 Employment 0 Sch L, Part IV, Business Transactions Involving Interested Persons: (a) Name of Person: David Wilson(b) Relationship Between Interested Person and Organization:Former board member and officer's family member X 44 1040991 Cost or selling price 0 0 1 0 Part I, Column (b): For Securities - Publicly Traded the number of contributions is reported. Form 990, Part VI, Section A, line 6 DAV is a not-for-profit organization with members that have the right to participate in the organization's governance. They, or their delegates, elect four members of DAV's Board of Directors. Form 990, Part VI, Section A, line 7a Please see Form 990, Part VI, Section A, Line 6. Form 990, Part VI, Section B, line 11b Following completion of Form 990 by the DAV's tax preparer, it is reviewed by DAV's Accounting Department staff and Executive Director. Once resulting revisions are made, the Form is mailed to the Board of Directors for their review and questions. It is subsequently filed with the IRS. Form 990, Part VI, Section B, line 12c All members of the Board of Directors receive a copy of the Conflict of Interest Policy immediately upon assuming office, or at a minimum, annually. The same process applies to key employees and department directors. Recipients acknowledge they have read the policy, identify any areas of conflict and return the signed disclosure form to the DAV Executive Director. Responses are reviewed and identified. Conflicts are referred to the Board of Directors for discussion and approval as appropriate. Form 990, Part VI, Section B, line 15 Every four or five years DAV hires an independent consulting firm to review compensation of DAV National Adjutant and CEO, Executive Directors, key employees, and other top management officials. This involves review of position responsibilities, accumulation of comparable data from other organizations and determination of appropriate compensation ranges for each. The ranges are reviewed and approved by independent members of the Board of Directors (Board). Any subsequent changes in compensation, typically annual and within the established ranges, are also approved by the Board. Non-employee members of DAV's Board receive a daily per diem of $250 when attending meetings or representing DAV at various related events. This is primarily to cover meals and lodging. Form 990, Part VI, Section C, line 19 Governing documents and the Conflict of Interest Policy are available upon request. The DAV Annual Report and most recent Form 990 are available on DAV's website (www.dav.org) and also upon request or public inspection at DAV National Headquarters. Form 1024 is available upon request Form 990, Part XI, line 9: Pension Liability and Other Post-Retirement Benefit Obligation Adjustment 45,818,612.