2024-09-18T09:09:55-05:00 2023-12-31 111986323 MARCUM LLP 10 MELVILLE PARK ROAD MELVILLE NY 117473146 990 2023-01-01 201664531 IRAQ AND AFGHANISTAN VETERANS OF AMERICA IRAQ 2129829699 PO BOX 70216 WASHINGTON DC 20024 ALLISON JASLOW CEO 2129829699 2024-09-17 1 0 X MARY ANN MENDEL P00551302 6314144000 2024-09-17 2023 2024-08-08 14:25:15Z X ALLISON JASLOW PO BOX 70216 WASHINGTON DC 20024 1337846 0 X WWW.IAVA.ORG X 2004 DC IAVA'S MISSION IS TO CONNECT, UNITE AND EMPOWER POST-9/11 VETERANS. 16 16 14 135 0 0 2542114 1232160 0 0 36911 105686 0 0 2579025 1337846 475000 0 0 0 1608200 1191995 0 0 275786 1399457 1511467 3482657 2703462 -903632 -1365616 3939719 2550506 88585 64988 3851134 2485518 X WE ARE THE LEADING VOICE OF THE POST-9/11 GENERATION OF VETERANS, AND WE BELIEVE THE DYNAMIC MEN AND WOMEN OF OUR COMMUNITY REPRESENT AMERICA'S FUTURE OUR NEXT GREATEST GENERATION. THEY ARE OUR TRUE NORTH, AND IAVA'S WORK IS DESIGNED TO ELEVATE THEM, SHED LIGHT ON THEIR CONCERNS, CENTER THEIR STORIES, AND FOSTER THEIR LEADERSHIP. IAVA INCREASES AWARENESS IN THE MEDIA, ON CAPITOL HILL, AND AMONG THE PUBLIC, LEADING THE CHARGE TO CHANGE THE LANDSCAPE FOR VETERANS TODAY. WE REPRESENT THE MORE THAN 3.5 MILLION VETERANS WHO HAVE SERVED SINCE 9/11. AT A TIME WHEN OUR VETERANS CONTINUE TO LEAD AND SET AN EXAMPLE OF WHAT IT MEANS TO SERVE, WE MUST ENSURE THEIR LEADERSHIP IS SEEN, HEARD, AND FELT BY THOSE WHO ARE DESPERATELY SEEKING MORE FROM THEIR LEADERS. 0 0 510801 IAVA PROVIDED MEMBERSHIP ENGAGEMENT AND SERVICES BY DELIVERING IN-PERSON AND ONLINE PROGRAMS TO BUILD COMMUNITY, TRANSITION ASSISTANCE AND LEADERSHIP DEVELOPMENT FOR VETERANS AND THEIR FAMILIES. QUICK REACTION FORCE (QRF) IS IAVA'S SIGNATURE CASE MANAGEMENT AND REFERRAL SERVICES PROGRAM, HELPING VETERANS AND FAMILY MEMBERS ACCESS RESOURCES AND NAVIGATE TRANSITION ISSUES RELATED TO FINANCIAL NEED, LEGAL AID, HOUSING AND HOMELESSNESS, EDUCATION, EMPLOYMENT, MENTAL HEALTH, DISABILITY CLAIMS, AND MORE. DURING 2023 QRF CONTINUED TO OFFER OUR IMPRESSIVE SUITE OF FREE TO USE SERVICES, WHILE BETTER CONTROLLING COSTS, AND FOCUSING ON EMPOWERING THE COMMUNITY TO FIND THE RESOURCES THEY NEED QUICKLY AND EFFECTIVELY. OUR ON GOING 24/7 PEER SUPPORT IS A BEST IN CLASS LIFELINE FOR VETERANS TO CONNECT QUICKLY AND DIGITALLY WITH A PEER NO MATTER THE TIME OF DAY AND NO MATTER THE CHALLENGES THAT THEY FACE. 2023 WAS A MILESTONE YEAR FOR THIS PROGRAM: WE PROVIDED INCREASED SPECIALIZED TRANSITION ASSISTANCE TO VETERANS AND OUR TOTAL NUMBER OF VETERANS SERVED SURPASSED 22,000 LIFETIME, THIS YEAR ALONE HELPING OVER 5,700 CLIENTS IN NEED. QRF CLIENTS REPRESENT ALL BRANCHES OF SERVICE AND LIVE ACROSS THE UNITED STATES AND INTERNATIONALLY. 780440 ADVOCACY PROGRAMS - IAVA CONDUCTS NON-PARTISAN ISSUE ADVOCACY TO ENSURE THAT IRAQ AND AFGHANISTAN VETERANS AND THEIR FAMILIES ARE SUPPORTED, PROTECTED AND NEVER FORGOTTEN. IN 2023, IAVA FOUGHT FOR ALL OF AMERICA'S VETERANS, DEFENDING THEIR HARD-EARNED EDUCATION BENEFITS AND THEIR EMPLOYMENT OPPORTUNITIES, DEMANDING ACCOUNTABILITY FROM THE VETERANS ADMINISTRATION, STANDING UP FOR WOMEN VETERANS, FIGHTING FOR THOSE WHO SUFFERED FROM BURN PITS AND OTHER TOXIC EXPOSURES, AND MORE. DURING THE YEAR, IAVA'S STAFF AND MEMBERS DELIVERED CONGRESSIONAL TESTIMONIES ON ISSUES AFFECTING OUR COMMUNITY. ADDITIONALLY, IAVA CONDUCTED ITS ANNUAL COMPREHENSIVE MEMBER SURVEY, THE LARGEST NON-GOVERNMENTAL SURVEY, THOUSANDS OF MEMBERS PARTICIPATED AND IAVA WAS ABLE TO ASCERTAIN THE MOST URGENT POLICY ISSUES FACING THE POST-9/11 GENERATION OF VETERANS, ADJUSTING AND TACKLING ACCORDINGLY. 871151 AWARENESS PROGRAMS - IAVA WORKS TO PUT NEW VETERANS AT THE CENTER OF THE NATIONAL MEDIA CONVERSATION, AS THE DOMINANT VOICE FOR VETERANS IN AMERICAN MEDIA. OUR GOAL IS TO CONNECT THE 99% OF THE POPULATION WHO HAVE NOT SERVED IN IRAQ OR AFGHANISTAN WITH THE 1% WHO HAVE. IN 2023, IAVA STAFF AND MEMBERS WERE MENTIONED IN THOUSANDS OF ORIGINAL TELEVISION AND PRINT ARTICLES, REACHING AN AUDIENCE OVER 90 MILLION. THESE ASTOUNDING EFFORTS WERE SUPPORTED BY OUR EXTENSIVE SOCIAL MEDIA AUDIENCE; IN 2023, OUR SOCIAL MEDIA FOLLOWERS TOTALLED OVER 650,000 AND OUR ANNUAL #GOSILENT HASHTAG CAMPAIGN FOR MEMORIAL DAY ENGAGED OVER 2 MILLION VETERANS AND CIVILIAN SUPPORTERS. 2162392 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN NH NJ NM NC ND OR PA RI SC TN UT VA WV WI X X X ALLISON JASLOW 5712353485 PO BOX 70216 WASHINGTON DC 20024 ALLISON JASLOW CHIEF EXECUTIVE OFFICER 40.00 X X 189230 0 0 JEREMY BUTLER TRUSTEE, FORMER CEO 40.00 X X 127824 0 2734 BRUCE E MOSLER CHAIRMAN 1.60 X X 0 0 0 BARRY BLOOM TREASURER 0.40 X X 0 0 0 MARY ELLEN PELZER OFF 92023 SECRETARY 0.20 X X 0 0 0 AMY MCGRATH TRUSTEE 0.10 X 0 0 0 BILL TOVELL TRUSTEE 0.10 X 0 0 0 DAN STREETMAN TRUSTEE 0.10 X 0 0 0 DAVID ANGELO TRUSTEE 0.10 X 0 0 0 DAVID J SHULKIN TRUSTEE 0.40 X 0 0 0 ELI ELEFANT TRUSTEE 0.10 X 0 0 0 GENERAL RET DAVID PETRAEUS TRUSTEE 0.40 X 0 0 0 JANE HORTON TRUSTEE 0.10 X 0 0 0 JEFF MARSHALL TRUSTEE 0.20 X 0 0 0 KRISTEN ROUSE TRUSTEE 0.10 X 0 0 0 PAUL RIECKHOFF TRUSTEE 0.10 X 0 0 0 STEVE COSTALAS TRUSTEE 0.10 X 0 0 0 WAYNE SMITH TRUSTEE 0.40 X 0 0 0 HANNAH R SINOWAY OFF 6123 EVP OF ORGANIZATION STRATEGY & ENGAGEMENT 40.00 X 126919 0 9900 443973 0 12634 3 0 1 0 ROKK SOLUTIONS 2020 K ST NW SUITE 510 WASHINGTON DC 20006 COMMUNICATIONS CONSULTANT 239300 MAGNIFY STRATEGIES LLC 2723 PRAIRIE AVE EVANSTON IL 60201 CONSULTANT 202120 RUTGERS HEALTH 30 KNIGHTSBRIDGE SUITE 625 PISCATAWAY NJ 08854 CONSULTANT 166667 NCHENG LLP 40 WALL STEET 32ND FLOOR NEW YORK NY 10037 ACCOUNTING SERVICES 141120 BROTHERS IN ARMS PRODUCTIONS LLC 10317 HICKORY FOREST DR OAKTON VA 22124 CONSULTANT 130000 5 1232160 1232160 105686 105686 1337846 0 0 105686 X 327698 294930 16386 16382 707987 645729 23995 38263 75249 68582 2903 3764 81061 73488 3054 4519 33570 3570 30000 175972 175972 926185 759750 2049 164386 34619 28242 2336 4041 85003 77210 2429 5364 51991 47226 1485 3280 58780 53392 1679 3709 32267 29309 922 2036 26120 23726 746 1648 DUES AND SUBSCRIPTIONS 45443 41278 1298 2867 BAD DEBT 15000 15000 OTHER TAXES AND FEES 14306 960 30 13316 DONATION FEES 12211 12211 2703462 2162392 265284 275786 1501408 120234 2113015 2149312 108369 81892 133706 153529 180589 139340 73516 41249 9705 4290 3939719 2550506 88585 64988 88585 64988 X 3711134 2395518 140000 90000 3851134 2485518 3939719 2550506 -1365616 0 X X 0 1 X 1 0 X 3450285 3035657 3512181 2542114 1232160 13772397 3450285 3035657 3512181 2542114 1232160 13772397 538274 13234123 79209 8002 3941 36911 105686 233749 26298 26298 14032444 0.94310 0.74340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 26,298. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 80000 80000 2623462 2703462 285173 71293 0 0 299686 287882 324133 285173 1196874 1795311 294100 280000 210000 80000 864100 74922 71971 81033 71293 299219 448829 30589 30589 0 150000 108751 41249 41249 X 1337845 0 1337845 1 1 1337846 2703461 0 2703461 1 1 2703462 PART X, LINE 2: IAVA PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023 AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. U.S. FEDERAL JURISDICTION AND/OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH IAVA FILES TAX RETURNS ARE OPEN FOR EXAMINATION; HOWEVER, THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS IAVA'S POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INTEREST EXPENSE AND INCOME TAX EXPENSE, RESPECTIVELY. AS OF DECEMBER 31, 2023, IAVA HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING X X 1 0 0 0 0 0 0 0 0 ALLISON JASLOW CHIEF EXECUTIVE OFFICER 189230 0 0 0 0 0 0 0 0 0 189230 0 0 0 PART I, LINE 4A SEVERENCE PAY: BUTLER,JERMY $62,000 POWELL,SAMANTHA $17,308 SINOWAY,HANNAH $28,195 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE CEO. A DRAFT OF THE RETURN IS THEN EMAILED TO THE FULL BOARD. THE BOARD OF DIRECTORS CONTACTS THE CEO WITH ANY QUESTIONS OR COMMENTS. ONCE THE REVIEW BY THE BOARD OF DIRECTORS IS COMPLETE, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12 IAVA IS COMMITTED TO THE HIGHEST LEVELS OF INTEGRITY. THE BOARD OF DIRECTORS AND ALL TEAM MEMBERS ("COVERED PERSONS") HAVE THE DUTY OF ADMINISTERING THE AFFAIRS OF IAVA HONESTLY AND PRUDENTLY, AND OF EXERCISING THEIR BEST CARE, SKILL, AND JUDGMENT FOR THE SOLE BENEFIT OF IAVA. THEREFORE, THESE COVERED PERSONS SHOULD NOT USE THEIR POSITIONS WITHIN IAVA FOR THEIR OWN PERSONAL BENEFIT. THIS POLICY WILL HELP ENSURE THAT COVERED PERSONS ALWAYS MAINTAIN THE INTERESTS OF THE ORGANIZATION AS THEIR FIRST PRIORITY IN ALL DECISIONS AND ACTIONS. A CONFLICT OF INTEREST MAY OCCUR IF AN INTEREST OR ACTIVITY INFLUENCES OR APPEARS TO INFLUENCE THE ABILITY OF AN INDIVIDUAL TO EXERCISE OBJECTIVITY OR IMPAIRS THE INDIVIDUAL'S ABILITY TO PERFORM HIS OR HER EMPLOYMENT DUTIES SOLELY IN THE BEST INTERESTS OF IAVA. A COVERED PERSON HAS A CONFLICT OF INTEREST WHEN: A. THE INDIVIDUAL HAS THE OPPORTUNITY TO INFLUENCE A MATERIAL DECISION OF IAVA IN A MANNER THAT LEADS TO PERSONAL GAIN OR ADVANTAGE; OR B. THE INDIVIDUAL OR ANY MEMBER OF HIS/HER FAMILY (I.E. SPOUSE, CHILDREN, DOMESTIC PARTNER, PARENTS, SIBLINGS, OR OTHER CLOSE RELATIVES) MAY RECEIVE A FINANCIAL OR OTHER SIGNIFICANT BENEFIT AS A RESULT OF THE INDIVIDUAL'S JOB AT OR THE INDIVIDUAL'S DECISIONS WHILE PERFORMING HIS/HER DUTIES IAVA; OR C. THE INDIVIDUAL HAS AN EXISTING OR POTENTIAL FINANCIAL OR OTHER SIGNIFICANT INTEREST THAT IMPAIRS OR MIGHT APPEAR TO IMPAIR THE INDIVIDUAL'S INDEPENDENCE IN PERFORMING HIS OR HER WORK DUTIES. THIS IS NOT INTENDED TO BE AN EXHAUSTIVE LIST OF SITUATIONS; THUS, COVERED PERSONS MUST ALWAYS BE ATTENTIVE TO CONFLICTS THAT MIGHT ARISE IN OTHER AREAS. COVERED PERSONS ARE OBLIGATED TO AVOID AND DISCLOSE ANY ETHICAL, LEGAL, FINANCIAL, OR OTHER CONFLICTS OF INTEREST INVOLVING IAVA, AND REMOVE THEMSELVES FROM A POSITION OF DECISION-MAKING AUTHORITY WITH RESPECT TO ANY CONFLICT SITUATION INVOLVING IAVA. IF AN APPEARANCE OF A CONFLICT OR AN ACTUAL CONFLICT OF INTEREST EXISTS, A COVERED PERSON MUST IMMEDIATELY DISCLOSE THIS FACT TO HIS OR HER MANAGER. IF THE COVERED PERSON IS A BOARD MEMBER, THEN THIS FACT SHOULD BE DISCLOSED TO THE ENTIRE BOARD OF DIRECTORS. AFTER THE DISCLOSURE, THE COVERED PERSON WITH THE POTENTIAL OR ACTUAL CONFLICT SHOULD BE EXCLUDED FROM THE PROCEEDINGS AND/OR REMOVED FROM A POSITION OF DECISION-MAKING AUTHORITY WITH RESPECT TO THE CONFLICT SITUATION. FURTHERMORE, IAVA MAY ONLY PROCEED WITH THE TRANSACTION IF THE TEAM MEMBER'S MANAGER OR THE BOARD OF DIRECTORS DETERMINES THAT THE TRANSACTION IS STILL IN THE BEST INTERESTS OF THE ORGANIZATION. FAILURE TO PROPERLY AVOID AND DISCLOSE CONFLICTS OF INTEREST MAY LEAD TO APPROPRIATE DISCIPLINARY ACTION WITHIN THE SOLE DISCRETION OF THE CEO OR THE BOARD OF DIRECTORS. THIS DISCIPLINARY ACTION INCLUDES, BUT IS NOT LIMITED TO, TERMINATION OF THE COVERED PERSON'S EMPLOYMENT WITH IAVA. FORM 990, PART VI, SECTION B, LINE 15 IAVA'S CURRENT CEO WAS OFFERED A COMPENSATION PACKAGE FOLLOWING A JUDICIOUS SEARCH TO HIRE HER, AND IN CONSULT WITH THE ORGANIZATION'S GOVERNANCE CHAIR AND SEARCH CONSULTANT. THE COMPENSATION RANGE WAS FLESHED OUT WITH THE INDEPENDENT CONSULTANT PRIOR TO INITIATING THE SEARCH, AND WAS SHARED PUBLICLY THROUGHOUT THE DURATION OF THE SEARCH THAT WAS CONDUCTED IN THE FALL OF 2022 INTO THE SPRING OF 2023. FORM 990, PART VI, SECTION C, LINE 19 IAVA'S 990 AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON IAVA'S WEBSITE ANNUALLY ONCE FINALIZED. OTHER GOVERNING DOCUMENTS MAY BE MADE AVAILABLE UPON REQUEST AT THE DISCRETION OF THE ORGANIZATION. FORM 990, PART IX, LINE 11G CONSULTANTS-OTHER: PROGRAM SERVICE EXPENSES 87,653. MANAGEMENT AND GENERAL EXPENSES 8. FUNDRAISING EXPENSES 17. TOTAL EXPENSES 87,678. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 18,988. MANAGEMENT AND GENERAL EXPENSES 595. FUNDRAISING EXPENSES 1,318. TOTAL EXPENSES 20,901. CONSULTANT - COMMUNICATIONS: PROGRAM SERVICE EXPENSES 233,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 233,700. CONSULTANT - PROGRAM POLICY: PROGRAM SERVICE EXPENSES 180,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 120,448. TOTAL EXPENSES 300,996. CONSULTANT - PROGRAM - MEMBERS: PROGRAM SERVICE EXPENSES 166,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166,667. CONSULTANT - STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 45,918. MANAGEMENT AND GENERAL EXPENSES 1,446. FUNDRAISING EXPENSES 3,190. TOTAL EXPENSES 50,554. CONSULTANT - FUNDRAISING: PROGRAM SERVICE EXPENSES 26,276. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 39,413. TOTAL EXPENSES 65,689. FORM 990, PART IX STATEMENT OF FUNCTIONAL EXPENSES,LINE 5A TO LINE 7A: THE ORGANIZATION OUTSOURCES THE MANAGEMENT OF HUMAN RESOURCES, EMPLOYEE BENEFITS, PAYROLL AND WORKERS' COMPENSATION TO ADP TOTALSOURCE. FORM 990, PART XII: NO CHANGES HAVE BEEN MADE TO THE PRIOR YEAR PROCESS.