2025-02-18T17:46:11-06:00 2024-03-31 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2023-04-01 261971279 STUDENT VETERANS OF AMERICA STUD 2022234710 655 15TH ST NW 320 WASHINGTON DC 20005 JARED S LYON PRESIDENT & CEO 2022234710 2025-02-13 1 0 SUE ROBISON P00560072 2062814444 2025-02-13 2023 2025-03-06 01:10:19Z X JARED S LYON 655 15TH ST NW 320 WASHINGTON DC 20005 3719636 0 X WWW.STUDENTVETERANS.ORG X 2008 MI PROVIDE VETERANS WITH RESOURCES, SUPPORT, AND ADVOCACY TO SUCCEED IN HIGHER EDUCATION AND BEYOND. 11 10 33 3282 0 0 2081286 2782423 1150262 837438 11990 64149 19036 35626 3262574 3719636 150334 164500 0 0 2350831 2848160 0 0 582224 3737863 5217654 6239028 8230314 -2976454 -4510678 13439754 8799987 450245 321156 12989509 8478831 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 3888776 164500 0 PROGRAMS AND CHAPTER SERVICESSTUDENT VETERANS OF AMERICA SUPPORTS A NETWORK OF OVER 1,600 CHAPTERS NATIONWIDE, IMPACTING THE LIVES OF MORE THAN 750,000 STUDENTS VETERANS EACH YEAR. THESE STUDENT-LED CHAPTERS PROVIDE A VITAL SENSE OF COMMUNITY AND PEER-TO-PEER SUPPORT THAT FOSTERS ACADEMIC SUCCESS, LEADERSHIP DEVELOPMENT, AND PERSONAL GROWTH. TO EMPOWER THESE CHAPTERS, SVA OFFERS ROBUST PROGRAMMING AT THE LOCAL, REGIONAL, AND NATIONAL LEVELS. LOCALLY, CHAPTERS RECEIVE TAILORED GUIDANCE THROUGH CONSULTATION SESSIONS TO HELP DEVELOP STRATEGIC PLANS AND IMPLEMENT BEST PRACTICES THAT MEET THE UNIQUE NEEDS OF THEIR CAMPUS COMMUNITIES. THESE EFFORTS EMPOWER CHAPTERS TO BUILD VIBRANT, ENGAGED GROUPS THAT FOSTER A SENSE OF BELONGING AND FACILITATE ACADEMIC AND PROFESSIONAL SUCCESS. REGIONALLY, SVA HOSTS SUMMITS THAT BRING TOGETHER CHAPTERS WITHIN GEOGRAPHIC AREAS TO SHARE INSIGHTS, COLLABORATE, AND PARTICIPATE IN LEADERSHIP AND PROFESSIONAL DEVELOPMENT WORKSHOPS. THESE EVENTS CREATE OPPORTUNITIES FOR PEER-TO-PEER LEARNING AND BUILD STRONGER NETWORKS AMONG CHAPTERS. NATIONALLY, SVA PROVIDES ACCESS TO RESOURCES AND TRAINING THAT AMPLIFY CHAPTER IMPACT, INCLUDING VIRTUAL WEBINARS, TOOLKITS, AND CONNECTIONS TO NATIONAL ADVOCACY EFFORTS. THIS MULTI-TIERED APPROACH ENSURES THAT CHAPTERS ARE SUPPORTED AT EVERY LEVEL, ALLOWING THEM TO CREATE MEANINGFUL, LASTING CHANGE FOR THE STUDENT VETERANS THEY SERVE. 2202720 581529 SVA NATIONAL CONFERENCE (NATCON) NATCON IS THE LARGEST ANNUAL CONVENING OF STUDENT VETERANS IN THE COUNTRY, BRINGING TOGETHER SVA'S CHAPTER LEADERS, STAKEHOLDERS, ADVOCATES, AND SUPPORTERS WHO WORK ON BEHALF OF STUDENT VETERANS, MILITARY-CONNECTED STUDENTS, FAMILY MEMBERS, CAREGIVERS, AND SURVISORS IN HIGHER EDUCATION. THE PURPOSE IS TO CONVENE STUDENT VETERANS WITH THOSE BEST EQUIPPED TO SUPPORT AND EMPOWER THEM, TRAIN THEM ON CHAPTER MANAGEMENT AND SALIENT TOPICS PERTINENT TO SUCCESS IN HIGHER EDUCATION AND BEYOND, AND REFRAME THE POSSIBLE FOR THESE DIVERSE STUDENTS. 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 FISCAL YEAR 2024 INCLUDED SECRETARY OF VETERANS AFFAIRS, DENIS MCDONOUGH, AND PAST SPEAKERS INCLUDE PRESIDENT GEORGE W. BUSH, FIRST LADY DR. JILL BIDEN, (THEN) 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. 590246 LEADERSHIP INSTITUTETHE SVA LEADERSHIP INSTITUTE IS AN IMMERSIVE LEADERSHIP DEVELOPMENT PROGRAM DESIGNED TO EMPOWER THE NEXT GENERATION OF CHANGEMAKERS. THIS PROGRAM BRINGS TOGETHER THE TOP 1% OF CHAPTER LEADERS THROUGH A COMPETITIVE APPLICATION PROCESS FOR INTENSIVE TRAINING THAT EMPHASIZES PERSONAL GROWTH, STRATEGIC THINKING, AND TEAM LEADERSHIP. FACILITATED BY EXPERIENCED MENTORS, MANY OF WHOM ARE SVA ALUMNI, THE LEADERSHIP INSTITUTE PROVIDES PARTICIPANTS WITH PRACTICAL TOOLS AND INSIGHTS TO STRENGTHEN THEIR CHAPTERS AND ENGAGE THEIR CAMPUS COMMUNITIES. ATTENDEES EXPLORE THEIR LEADERSHIP STYLES, LEARN TO NAVIGATE CHALLENGES, AND DEVELOP STRATEGIES TO IMPLEMENT MEANINGFUL INITIATIVES. GRADUATES OF THE LEADERSHIP INSTITUTE RETURN TO THEIR CAMPUSES EQUIPPED TO ADDRESS THE NEEDS OF THEIR DIVERSE COMMUNITIES. BY EQUIPPING THESE RISING LEADERS WITH COMPREHENSIVE LEADERSHIP TRAINING, SVA EXTENDS ITS IMPACT FAR BEYOND THE PROGRAM'S IMMEDIATE PARTICIPANTS, ULTIMATELY FOSTERING HEALTHIER, MORE SUPPORTIVE LEARNING ENVIRONMENTS FOR THOUSANDS OF FELLOW STUDENT VETERANS. 6681742 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 0 MI X X JARED S LYON 2022234710 655 15TH ST NW 320 WASHINGTON DC 20005 JARED S LYON PRESIDENT AND CEO 50.00 X X 288939 0 12299 J FORD HUFFMAN CHAIR 10.00 X X 0 0 0 SCOTT BLACKBURN VICE CHAIR 10.00 X X 0 0 0 JOSEPH SAUTTER TREASURER 10.00 X X 0 0 0 PHILOMENA MANTELLA SECRETARY 10.00 X X 0 0 0 JOHN EDELMAN BOARD MEMBER 5.00 X 0 0 0 VIVIAN GREENTREE BOARD MEMBER 5.00 X 0 0 0 JOSHUA JONES BOARD MEMBER 5.00 X 0 0 0 LISA MCCOY BOARD MEMBER 5.00 X 0 0 0 MARY REDING BOARD MEMBER 5.00 X 0 0 0 ALLEXIS SMITH BOARD MEMBER 5.00 X 0 0 0 ANTHONY PAOLINO CHIEF OPERATIONS OFFICER 50.00 X 179848 0 12833 VANESSA RYAN VP OF PROGRAMS AND CHAPTER SERVICES 50.00 X 130000 0 4037 TAMMY BARLET VP OF GOVERNMENT AFFAIRS 50.00 X 114877 0 3962 LESLIE DESLIS VP OF DEVELOPMENT 50.00 X 105591 0 6085 ABRA KINCH VP OF PROG & CHAPTER SVCS 50.00 X 156349 0 13397 975604 0 52613 6 0 1 0 THE BRIDGESPAN GROUP INC 2 COPLEY PLACE SUITE 3700B BOSTON MA 02116 STRATEGY CONSULTANT 480000 DIESEL JACK MEDIA 1506 E FRANKLIN ST STE 102 SUITE 10 CHAPEL HILL NC 27514 CREATIVE SERVICES CONSULTING 256783 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING AND IT CONSULTING SERVICES 232547 CONFERENCE INCORPORATED 11709 BOWMAN GREEN DRIVE RESTON VA 20190 CORPORATE EVENT MANAGEMENT SERVICES 165580 MARCUM LLP 750 THIRD AVENUE 11TH FLOOR NEW YORK NY 10017 ACCOUNTING SERVICES 129250 6 2782423 2782423 CONFERENCE FEES 900099 837438 581529 255909 837438 64149 64149 MISCELLANEOUS 900099 19930 19930 SUBLEASE INCOME 900099 15696 15696 35626 3719636 581529 0 355684 X 500 500 164000 164000 311584 215497 64563 31524 2154917 1490377 446518 218022 54668 37809 11328 5531 127347 88075 26388 12884 199644 138077 41368 20199 1560 1560 189991 132478 38133 19380 2212 2212 1886767 1556426 198446 131895 167923 137172 30751 120737 107463 8905 4369 771072 689858 52651 28563 224460 155254 46501 22705 377449 347180 30269 1285920 1280476 1843 3601 96295 66605 19949 9741 2712 2712 DUES & SUBSCRIPTIONS 56085 47362 741 7982 AWARDS & SPONSORSHIPS 32049 25133 4646 2270 BUSINESS TAXES 2052 1733 27 292 MISCELLANEOUS EXPENSES 370 267 69 34 8230314 6681742 966348 582224 55088 175011 8997118 5561256 3427502 2030276 108007 20062 79045 244299 820880 712193 204350 108687 250000 521964 318644 138432 13439754 8799987 47953 199876 402292 121280 450245 321156 X 6736101 2800558 6253408 5678273 12989509 8478831 13439754 8799987 -4510678 0 X 0 1 X 0 0 X 3311010 5773922 12569860 2081286 2782423 26518501 3311010 5773922 12569860 2081286 2782423 26518501 6541326 19977175 13317 16286 4067 11990 64149 109809 19036 35626 54662 26682972 0.74870 0.74770 X PART II, LINE 1-10: IN 2021, SVA'S BOARD APPROVED A PLAN TO CHANGE FROM A CALENDAR YEAR TO A FISCAL YEAR FILER. AS A RESULT, PRIOR YEAR COVERS THE SHORT YEAR BEGINNING JANUARY 1ST, 2022 AND ENDING MARCH 31ST, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2212 0 0 2212 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 253620 12312 271755 239730 32025 283193 218843 64350 108687 DEFERRED RENT 121280 121280 X 4747806 1028170 1028170 3719636 0 3719636 9258484 1028170 1028170 8230314 0 8230314 PART X, LINE 2: SVA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE TAX YEAR ENDED MARCH 31, 2023, 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 0 0 SCHOLARSHIPS 16 164000 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 X 0 0 0 0 0 0 0 0 0 JARED S LYON PRESIDENT AND CEO 288939 0 0 0 0 0 11100 0 1199 0 301238 0 0 0 ANTHONY PAOLINO CHIEF OPERATIONS OFFICER 179848 0 0 0 0 0 5567 0 7266 0 192681 0 0 0 ABRA KINCH VP OF PROG & CHAPTER SVCS 156349 0 0 0 0 0 5156 0 8241 0 169746 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, RSM. 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 RSM 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 DIRECTORS 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 15A 15.A: THE EXECUTIVE COMMITTEE, UNDER AUTHORITY DELEGATED BY THE BOARD, CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT AND CEO AND SETS THE CEO'S COMPENSATION. THE ORGANIZATION UTILIZES THIRD-PARTY DATA TO COMPARE ITS COMPENSATION TO THOSE OF SIMILARLY QUALIFIED INDIVIDUALS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND ENSURE THEY ARE REASONABLE. CONTEMPORANEOUS DOCUMENTATION IS KEPT BY SECRETARY. 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 1,556,426. MANAGEMENT AND GENERAL EXPENSES 198,446. FUNDRAISING EXPENSES 131,895. TOTAL EXPENSES 1,886,767.