2023-09-05T13:25:03-05:00 2022-12-31 366055558 GRANT THORNTON LLP 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2022-01-01 131610451 UNITED SERVICE ORGANIZATIONS INC UNIT 7039086400 2111 WILSON BLVD 1200 ARLINGTON VA 22201 KRISTINE SHUMACK TREASURER, CFO 7039086400 2023-09-05 1 KRISTINE SHUMACK 999009999 0 MARY TORRETTA P00847851 7038477500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JD CROUCH II 2111 WILSON BLVD 1200 ARLINGTON VA 22201 170924434 0 1291 X HTTP://WWW.USO.ORG X 1941 DC THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS (CONTINUED IN SCHEDULE O) 38 37 967 18686 0 0 177913335 154091511 363825 422814 384050 428597 -284328 -502780 178376882 154440142 1740246 2830431 0 0 70813366 73854312 2382702 1973604 31833329 87087571 87938053 162023885 166596400 16352997 -12156258 122875753 114377618 13985399 18724798 108890354 95652820 X THE UNITED SERVICE ORGANIZATIONS, INC. ("USO") STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. 0 0 90337915 2720431 422814 USO CENTERS - USO CENTERS ARE THE FOUNDATION FOR OUR CONNECTION TO THE MILITARY COMMUNITY AND ENABLE USO TO ALSO PROVIDE OUTREACH SUPPORT TO AREAS WHERE NO PHYSICAL USO CENTER EXISTS. USO CENTERS PROVIDE A HOME AWAY FROM HOME FOR SERVICE MEMBERS AND THEIR FAMILIES AROUND THE WORLD. 2022 PRESENTED UNIQUE CHALLENGES AS SERVICE MEMBERS WERE DEPLOYED AND REPOSITIONED THROUGHOUT EUROPE TO SUPPORT NATO ALLIES AND UKRAINE. USO ESTABLISHED NEW CENTERS IN POLAND, ROMANIA, AND OTHER REMOTE AREAS TO SUPPORT SERVICE MEMBERS EXERCISING WITH OUR ALLIES. DURING 2022, THE USO HAD MORE THAN 250 LOCATIONS SUPPORTING OVER 5.8 MILLION VISITS DURING THE YEAR. SEE SCHEDULE O FOR MORE INFORMATION ABOUT THESE CENTERS.USO CENTERSUSO CENTERS PROVIDE A HOME AWAY FROM HOME FOR SERVICE MEMBERS AND THEIR FAMILIES AROUND THE WORLD. USO CENTERS OFFER AN INVITING AND COMFORTING PLACE WHERE SERVICE MEMBERS AND THEIR FAMILIES CAN CONNECT BY INTERNET OR PHONE, PLAY A VIDEO GAME, CATCH A MOVIE, HAVE A SNACK OR JUST PUT UP THEIR FEET AND RELAX. DURING 2022, THE USO HAD MORE THAN 250 LOCATIONS SUPPORTING OVER 5.8 MILLION VISITS DURING 2022. USO CENTERS CAN BE FOUND IN 38 U.S. STATES AS WELL AS THE U.S. TERRITORY OF GUAM, AND IN COUNTRIES OVERSEAS, INCLUDING AUSTRALIA, CHAD, CYPRUS, DJIBOUTI, GERMANY, GREENLAND, HONDURAS, HUNGARY, ITALY, IRAQ, JAPAN, JORDAN, KENYA, KUWAIT, LITHUANIA, NIGER, POLAND, QATAR, ROMANIA, SAUDI ARABIA, SLOVAKIA, SOUTH KOREA, SPAIN, SYRIA, TURKEY, UNITED ARAB EMIRATES, AND THE UNITED KINGDOM.THE USO HAS FOUR LOCATIONS THAT PRIMARILY SERVE WOUNDED, ILL AND INJURED SERVICE MEMBERS, THEIR FAMILIES AND CAREGIVERS. THESE CENTERS PROVIDE A HOME AWAY FROM HOME FOR WOUNDED SERVICE MEMBERS, MANY OF WHOM VISIT MULTIPLE TIMES DAILY BETWEEN MEDICAL APPOINTMENTS. CREATED FOR OUR NATION'S HEALING HEROES AND THEIR FAMILIES, THESE CENTERS MAY FEATURE CLASSROOMS, SPORTS LOUNGES, COMMUNAL KITCHEN AND EATING AREAS, BUSINESS CENTERS, HEALING GARDENS AND MORE.THE USO ALSO OPERATES A FLEET OF VEHICLES THAT TAKES THE USO'S SERVICES OUT ON THE ROAD TO SERVICE MEMBERS AND THEIR FAMILIES IN AREAS OF THE COUNTRY WHERE THERE ARE NOT PERMANENT USO CENTERS OR EXPANDED SUPPORT IS NEEDED, FOR HOWEVER LONG WE ARE NEEDED. THE VEHICLES, WHICH OPERATE IN THE U.S. AND EUROPE, RANGE IN SIZE FROM CANTEENS TO LARGE RECREATIONAL VEHICLES. IN ADDITION TO SUPPORTING TRAINING EXERCISES AND BRINGING USO SERVICES TO NEARBY INSTALLATIONS, THE MOBILE USO PROGRAM ALSO DEPLOYS TO SUPPORT OUR SERVICE MEMBERS IN LOCAL OR NATIONAL EMERGENCIES, SUCH AS HURRICANES OR WILDFIRES.THE USO HAS SUPPORTED FAMILIES OF THE FALLEN DURING EVERY DIGNIFIED TRANSFER AT DOVER AIR FORCE BASE SINCE MARCH 1991. THE STAFF AND VOLUNTEERS OF THIS USO CENTER COORDINATE AMONG USO LOCATIONS ACROSS THE COUNTRY TO SUPPORT AND COMFORT FAMILIES WHO HAVE JUST RECEIVED TRAGIC NEWS AS THEY TRAVEL TO AND FROM DOVER AIR FORCE BASE. 13747233 0 0 PUBLIC AWARENESS AND OUTREACH - THE USO'S MARKETING AND COMMUNICATIONS OUTREACH PROGRAMS AIM TO ADDRESS THE CIVILIAN-MILITARY DRIFT - A NATURAL DISCONNECT AND LACK OF UNDERSTANDING BETWEEN THOSE WHO HAVE SERVED AND THOSE WHOM THEY DEFEND WHO HAVE NEVER SERVED AND MAY NOT KNOW OR BE RELATED TO ANYONE WHO HAS. IN 2022, THE USO LAUNCHED THE EUROPEAN EXPANSION & FAMILY SUPPORT CAMPAIGN TO BRING AWARENESS TO THE AMERICAN PEOPLE AND ENCOURAGE SUPPORT SERVICE MEMBERS EITHER DEPLOYED OR PERMANENTLY STATIONED IN EUROPE IN SUPPORT OF OUR NATO ALLIES AND UKRAINE AND THEIR FAMILIES. IN ADDITION, THROUGH ITS WEBSITE AND MAIL, THE USO COLLECTED MORE THAN 1.36 MILLION MESSAGES OF APPRECIATION FROM THE AMERICAN PUBLIC WHICH ARE BEING DISTRIBUTED OR DISPLAYED AT USO LOCATIONS ACROSS THE WORLD. SEE SCHEDULE O FOR MORE INFORMATION. PUBLIC AWARENESS AND OUTREACHTHE USO'S MARKETING AND COMMUNICATIONS OUTREACH PROGRAMS AIM TO ADDRESS THE CIVILIAN-MILITARY DRIFT - A NATURAL DISCONNECT AND LACK OF UNDERSTANDING BETWEEN THOSE WHO HAVE SERVED IN THE MILITARY AND THOSE WHOM THEY DEFEND WHO HAVE NEVER SERVED AND MAY NOT KNOW OR BE RELATED TO ANYONE WHO HAS. IN 2022, THE USO LAUNCHED THE EUROPEAN EXPANSION & FAMILY SUPPORT CAMPAIGN TO BRING AWARENESS TO THE AMERICAN PEOPLE AND ENCOURAGE SUPPORT FOR THE MORE THAN 100,000 AMERICAN SERVICE MEMBERS EITHER DEPLOYED OR PERMANENTLY STATIONED IN EUROPE IN SUPPORT OF OUR NATO ALLIES AND UKRAINE AND THEIR FAMILIES. THE MULTICHANNEL CAMPAIGN INCLUDED OUT-OF-HOME ADVERTISING (DIGITAL ROADSIDE BILLBOARDS AND TRANSIT, TIMES SQUARE AND AIRPORTS) THAT DELIVERED NEARLY 200 MILLION IMPRESSIONS, SOCIAL MEDIA CAMPAIGNS THAT REACHED MILLIONS OF UNIQUE INDIVIDUALS TO HELP EDUCATE AMERICANS ABOUT OUR WORK IN EASTERN EUROPE, AND A PSA DELIVERED TO AUDIENCES THROUGH TELEVISION. IN ADDITION, THROUGH ITS WEBSITE AND MAIL, THE USO COLLECTED MORE THAN 1.36 MILLION MESSAGES OF APPRECIATION FROM THE AMERICAN PUBLIC WHICH ARE BEING DISTRIBUTED OR DISPLAYED AT USO LOCATIONS ACROSS THE WORLD. 7252997 110000 0 SERVICE MEMBER, MILITARY FAMILY PROGRAM, AND EXPEDITIONARY PROGRAMS - USO PROVIDES A CATALOG OF PROGRAMS FOCUSED ON WELLNESS AND RESILIENCY FOR SERVICE MEMBERS AND THEIR FAMILIES. THESE PROGRAMS INCLUDE THE USO READING PROGRAM KEEPING SERVICE MEMBERS CONNECTED TO THEIR CHILDREN THROUGH STORY-TIME; USO HOLIDAYS PROVIDING PROGRAMMING TO HELP SERVICE MEMBERS FEEL CONNECTED AND SUPPORTED DURING THE HOLIDAYS THROUGHOUT THE YEAR; USO CARE PACKAGE AND USO2GO KITS ENSURING SERVICE MEMBERS DEPLOYED TO REMOTE LOCATIONS HAVE SOME OF THE SMALL COMFORTS OF HOME. SEE SCHEDULE O FOR MORE INFORMATION ABOUT THE PROGRAMS OFFERED AND ACCOMPLISHMENTS DURING 2022. 8880005 0 USO ENTERTAINMENTUSO ENTERTAINMENT SERVES AS THE PREMIER ENTRY POINT FOR ENTERTAINMENT INDUSTRY PARTNERS TO DELIVER A DIVERSE RANGE OF FIRST-CLASS PROGRAMMING TO THE FOOTSTEPS OF SERVICE MEMBERS AND THEIR FAMILIES THROUGH IN-PERSON TOURS AND THE MILITARY VIRTUAL PROGRAMMING (MVP) SERIES. IN 2022 THE USO DELIVERED 27 IN-PERSON TOURS AND 42 MVP SESSIONS TO OVER 40,000 SERVICE MEMBERS AND MILITARY FAMILIES ACROSS 30 COUNTRIES AND 427 MILITARY SITES AROUND THE WORLD, INCLUDING TOURS TO AUSTRALIA, COLOMBIA AND GREENLAND. ENTERTAINMENT ALSO PROVIDED WORLDWIDE, LIMITED ON-DEMAND CONTENT THROUGH THE USO MOBILE APP, OFFERING UNIQUE PROGRAMMING LEADING UP TO SUPER BOWL SUNDAY, INCLUDING THE DOCUMENTARIES ALL MADDEN AND THE GREAT BRADY HEIST AND GAME DAY COMMENTARY FROM THE NFL NETWORK. IN ADDITION, USO PARTNERED WITH HBO MAX TO AIR ITS HIT DOCUSERIES GAMING WALL STREET.USO TRANSITION PROGRAMTHE USO TRANSITION PROGRAM EXTENDS THE USO EXPERIENCE TO ACTIVE DUTY, RESERVE, NATIONAL GUARD AND MILITARY SPOUSES AT ANY POINT IN THEIR CAREER AND EDUCATES THEM ON PROFESSIONAL SERVICES AVAILABLE TO THEM TO BETTER PREPARE THEM AS THEY TRANSITION FROM THE MILITARY AND SETTLE INTO THEIR NEW COMMUNITIES. THE PROGRAM ALSO SUPPORTS MILITARY SPOUSES AT ANY POINT IN THEIR MILITARY JOURNEY AS THEY TRANSITION FROM ONE INSTALLATION TO THE NEXT.THE USO TRANSITION PROGRAM FOCUSES ON THESE KEY AREAS: EMPLOYMENT, EDUCATION, FINANCIAL WELLNESS, MENTORSHIP AND INCREASED ACCESS TO RELEVANT VETERAN RESOURCES IN THEIR COMMUNITIES WHEN SEPARATION FROM SERVICE OCCURS.BY LEVERAGING THE UNIQUE POSITION OF HAVING USO LOCATIONS ACROSS THE GLOBE, THE USO IS ABLE TO ENGAGE WITH TRANSITION-FOCUSED PROGRAMMING EARLIER IN THE SERVICE MEMBERS' CAREER, RESULTING IN HIGHER EDUCATED, MORE FINANCIALLY STABLE, AND BETTER-CONNECTED SERVICE MEMBERS AND MILITARY SPOUSES.THROUGH THE CREATION OF AN INDIVIDUALIZED ACTION PLAN, TRANSITION SPECIALISTS COLLABORATE WITH INDIVIDUALS TO IDENTIFY THEIR PERSONAL AND PROFESSIONAL GOALS AND BUILD A ROADMAP TO ACHIEVING THOSE GOALS, IDENTIFYING SERVICES AND RESOURCES THAT ARE THE BEST FIT FOR THEIR NEEDS AND GEOGRAPHIC LOCATION. USO TRANSITION PROGRAM ALSO OFFERS OPPORTUNITIES FOR SERVICE MEMBERS AND MILITARY SPOUSES TO LEARN RELEVANT AND VALUABLE INFORMATION AS THEY OVERCOME THE CHALLENGES THAT TRANSITIONS CAN CREATE THROUGH VARIOUS PROGRAMMING. IN 2022, NEW OFFERINGS FOCUSED ON MILITARY SPOUSES WERE ADDED, TO INCLUDE A RESUME WRITER SPECIFICALLY EQUIPPED TO SUPPORT SPOUSES, DEDICATED SPOUSE TRANSITION SPECIALISTS, AND SPECIFIC INTERVIEW PREPARATION OFFERINGS. THE PROGRAM ALSO SUPPORTED MORE THAN 53,000 PEOPLE THROUGH VIRTUAL AND LOCAL PROGRAMMING WITH 16.1K PLANS COMPLETED.IN ADDITION TO THE CORE PROGRAMS LISTED ABOVE, USO LOCAL TEAMS DESIGN AND PRODUCE PROGRAMS THAT ARE TAILORED TO THE SPECIFIC NEEDS OF SERVICE MEMBERS AND THEIR FAMILIES IN THEIR GEOGRAPHIC AREA. THIS FLEXIBILITY IN PROGRAMMING IS CRITICAL DUE THE SIGNIFICANT GEOGRAPHIC SCOPE OF USO OPERATIONS AS WELL AS THE DIVERSE NEEDS OF SERVICE MEMBERS AND THEIR FAMILIES. THESE LOCALLY DEVELOPED PROGRAMS ALSO SERVE AS AN INNOVATION LABORATORY FOR FUTURE USO WIDE CORE PROGRAMING. 8880005 0 120218150 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 202 0 1 967 1 0 1 IT JA KS AE 0 0 0 1 1 0 0 0 0 0 0 X 38 37 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA CO CT GA GU HI IL KY LA MA MI MN NJ NM NV PA SC TN VA WA X X KRISTINE SHUMACK TREASURER CFO 7039086400 2111 WILSON BLVD 1200 ARLINGTON VA 22201 DR JD CROUCH II PRESIDENT & CEO 50.00 0.00 X X 705905 0 176483 ALAN REYES COO 50.00 0.00 X 424084 0 57916 KRISTINE SHUMACK TREASURER / CFO 48.00 2.00 X 355065 0 56259 TAMMY HEISER SECRETARY / SVP, HUMAN RESOURCES 50.00 0.00 X 321113 0 54917 BRIAN COWART CDMO (BEG 1/2022) 50.00 0.00 X 317318 0 50351 CHRISTOPHER PLAMP SVP, OPS, PROGRAMS & ENTERTAINMENT 50.00 0.00 X 319013 0 32157 JAMES WHALEY REGIONAL PRESIDENT (SE)(THRU 8/2022) 50.00 0.00 X 321650 0 18380 BRIAN COOK VP, DIRECT RESPONSE 50.00 0.00 X 296076 0 29996 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 50.00 0.00 X 287990 0 34601 GARY COLE REGIONAL PRESIDENT (CENTRAL) 50.00 0.00 X 273194 0 48094 VIRGINIA BURNLEY SVP, GOVT REL AND EXT AFFAIRS 50.00 0.00 X 272504 0 48353 ROBERT KURKJIAN REGIONAL PRESIDENT (WEST) 50.00 0.00 X 271804 0 33749 GEN GEORGE CASEY RET CHAIRMAN OF THE BOARD 2.00 0.00 X 0 0 0 SGT MAJ CARLTON KENT RET DIRECTOR 1.00 0.00 X 0 0 0 COURTNEY L BILLINGTON DIRECTOR 1.00 0.00 X 0 0 0 GEN CRAIG R MCKINLEY RET DIRECTOR 1.00 0.00 X 0 0 0 DAWN HALFAKER DIRECTOR 2.00 0.00 X 0 0 0 JED F BECKER DIRECTOR 1.00 2.00 X 0 0 0 DON COOKE DIRECTOR 1.00 0.00 X 0 0 0 FRED L STOKES DIRECTOR 1.00 0.00 X 0 0 0 GEN DAVID L GOLDFEIN RET DIRECTOR 1.00 0.00 X 0 0 0 GERRY BYRNE DIRECTOR 1.00 0.00 X 0 0 0 GINGER MILLER DIRECTOR 1.00 0.00 X 0 0 0 GREGG WARD DIRECTOR 2.00 0.00 X 0 0 0 JAMES HAMILTON DIRECTOR 2.00 0.00 X 0 0 0 JEFF KNITTEL DIRECTOR 1.00 0.00 X 0 0 0 LEANNE CARET DIRECTOR 1.00 0.00 X 0 0 0 LTG WILLIAM JLENNOX JR RET DIRECTOR 1.00 0.00 X 0 0 0 MANNY PINEIRO DIRECTOR 1.00 0.00 X 0 0 0 MARILYN COHEN DIRECTOR 1.00 0.00 X 0 0 0 MARK RAHIYA DIRECTOR 1.00 0.00 X 0 0 0 MARSHALL NADEL DIRECTOR 1.00 0.00 X 0 0 0 MARY A WINNEFELD DIRECTOR 1.00 0.00 X 0 0 0 MARY PETRYSZYN DIRECTOR 2.00 0.00 X 0 0 0 MATTHEW BROMBERG DIRECTOR 1.00 0.00 X 0 0 0 MG FRANK D VAVALA RET DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL P EMMERT DIRECTOR 1.00 0.00 X 0 0 0 ORLAN BOSTON DIRECTOR 1.00 0.00 X 0 0 0 PATRICK ABRAM DIRECTOR 1.00 0.00 X 0 0 0 PAUL MCQUILLAN DIRECTOR 1.00 0.00 X 0 0 0 R GIL KERLIKOWSKE DIRECTOR 1.00 0.00 X 0 0 0 REBEKAH G SANDERLIN DIRECTOR 1.00 0.00 X 0 0 0 ROBIN LINEBERGER DIRECTOR 2.00 0.00 X 0 0 0 TINA W JONAS DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM J LYNN III DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL QUIGLEY DIRECTOR (BEG 11/2022) 1.00 0.00 X 0 0 0 WILLIAM ROBERTI DIRECTOR (BEG 11/2022) 1.00 0.00 X 0 0 0 FRANK ST JOHN DIRECTOR (BEG 11/2022) 1.00 0.00 X 0 0 0 MICHAEL DIPPOLD DIRECTOR (BEG 11/2022) 1.00 0.00 X 0 0 0 4165716 0 641256 139 0 1 0 SG360 9279 PAYSPHERE CIRCLE CHICAGO IL 60674 DM PRODUCTION 3667593 SOUTHWEST PUBLISHING 4000 SE ADAMS STREET TOPEKA KS 66609 DM PRODUCTION 2172016 ANNE LEWIS STRATEGIES LLC 650 MASSACHUSETTS AVE WASHINGTON DC 20001 FUND CONSULTANT 1687110 ICS CORPORATION 100 FRIARS BOULEVARD WEST DEPTFORD NJ 08086 DM PRODUCTION 1639186 DATA AXLE INC PO BOX 3243 OMAHA NE 68103 DM PRODUCTION 1599913 58 320402 3088711 2945627 24390476 123346295 10923859 154091511 USO CENTER 900099 422814 422814 422814 487223 487223 14962459 21776 14989188 53673 -26729 -31897 -58626 -58626 633056 3088711 1438133 -805077 -805077 16260 3298 12962 12962 MISCELLANEOUS INCOME 900099 289335 289335 289335 154440142 422814 0 -74183 X 2830431 2830431 2942890 1444316 1039557 459017 57377896 43268382 4604462 9505052 3902773 2917298 312935 672540 5113803 3933364 475577 704862 4516950 3441405 375247 700298 788723 250713 304251 233759 301884 301884 126000 126000 1973604 1973604 24274 24274 7274133 4798254 958888 1516991 3409277 1413373 1995904 9598194 7125649 1386938 1085607 5639537 4153971 693292 792274 2127846 1240569 359475 527802 3656153 3005754 165377 485022 896835 500852 124666 271317 5265836 4988180 104418 173238 823025 610071 74342 138612 SUPPLIES AND SERVICES 26699963 26699963 PRINTING AND PRODUCTION 18423123 5841495 2914407 9667221 RENTAL AND MAINTENANCE 1071805 1026602 36352 8851 SUB., DUES, TRAINING 624644 343590 160768 120286 1186801 257918 127811 801072 166596400 120218150 14544921 31833329 22434415 8653652 4261784 9518979 6860447 3397590 30450763 14388761 29236738 35531396 228079 146930 2768296 2476384 3347144 4264896 51741102 30337072 22269318 21404030 27411546 25604777 303422 7162854 122875753 114377618 13900399 9193980 85000 25000 0 9505818 13985399 18724798 X 84578022 70130189 24312332 25522631 108890354 95652820 122875753 114377618 X -12156258 -996520 -84756 X 0 1 X 1 1 1 X 133661905 146550901 157160575 177913335 154091511 769378227 133661905 146550901 157160575 177913335 154091511 769378227 769378227 935663 644502 523906 340022 487223 2931316 373047 631099 392119 1034723 938651 3369639 775679182 3076501 0.99190 0.99160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2018 AMOUNT: $ 131,791. 2019 AMOUNT: $ 183,776. 2020 AMOUNT: $ 285,430. 2021 AMOUNT: $ 214,924. 2022 AMOUNT: $ 289,335. FUNDRAISING GAMING EVENTS - 2018 AMOUNT: $ 228,937. 2019 AMOUNT: $ 443,114. 2020 AMOUNT: $ 106,614. 2021 AMOUNT: $ 819,254. 2022 AMOUNT: $ 649,316. GROSS SALES OF INVENTORY - 2018 AMOUNT: $ 12,319. 2019 AMOUNT: $ 4,209. 2020 AMOUNT: $ 75. 2021 AMOUNT: $ 545. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126000 126000 120092150 120218150 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 223689 161609 154595 126000 665893 250000 250000 250000 250000 1000000 1500000 PART II-A, LINE 1B, DIRECT LOBBYING ACTIVITY: LOBBYING ACTIVITY THE USO LOBBIES FOR CONGRESSIONAL APPROPRIATIONS. 1026365 66598 -170159 23390 899414 1693024 60000 102623 829282 1026365 646268 812719 246845 12808 1693024 487287 100000 58981 646268 398345 100000 -10934 124 487287 0.90400 0.09600 0 1 1 295927 295927 33570501 19084730 14485771 2293196 1784459 508737 15581478 9467883 6113595 21404030 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 243221 RIGHT OF USE ASSET 6919633 7162854 LEASE LIABILITY 9505818 9505818 X PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS THE USO'S ENDOWMENTS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE USO MUST HOLD IN PERPETUITY AS DIRECTED BY DONORS. THE USO HAS ADOPTED INVESTMENT AND SPENDING POLICIES DESIGNED TO PROVIDE A STREAM OF RETURNS TO BE UTILIZED TO FUND VARIOUS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: INCOME TAXES ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (U.S. GAAP) REQUIRES THAT AN INCOME TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE-LIKELY-THAN-NOT THRESHOLD. USO FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. USO HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EAST ASIA AND THE PACIFIC 22 89 PROGRAM SERVICES OP. OF USO CENTER 7214119 EUROPE (INCLUDING ICELAND & GREENLAND) 40 120 PROGRAM SERVICES OP. OF USO CENTER 9033099 MIDDLE EAST AND NORTH AFRICA 20 48 PROGRAM SERVICES OP. OF USO CENTER 5141089 SOUTH AMERICA 1 0 PROGRAM SERVICES OP. OF USO CENTER 122478 83 257 0 0 83 257 21510785 0 21510785 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 3, COLUMN (E): ACTIVITIES OUTSIDE U.S. THE USO OPERATES CENTERS IN COUNTRIES OVERSEAS TO PROVIDE A WARM AND COMFORTING PLACE WHERE DEPLOYED SERVICE MEMBERS AND THEIR FAMILIES CAN CONNECT TO LOVED ONES VIA INTERNET OR PHONE, PLAY A VIDEO GAME, CATCH A MOVIE, HAVE A SNACK OR JUST PUT THEIR FEET UP AND RELAX. COUNTRIES INCLUDE AUSTRALIA, CHAD, CYPRUS, DJIBOUTI, GERMANY, GREENLAND, HONDURAS, HUNGARY, ITALY, IRAQ, JAPAN, JORDAN, KENYA, KUWAIT, LITHUANIA, NIGER, POLAND, QATAR, ROMANIA, SAUDI ARABIA, SLOVAKIA, SOUTH KOREA, SPAIN, SYRIA, TURKEY, UNITED ARAB EMIRATES, AND THE UNITED KINGDOM. PART I, LINE 3: ACCOUNTING METHOD USED THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. X X X X X X X 1 ANNE LEWIS STRATEGIES 650 MASSACHUSETTS AVE WASHINGTON DC 20001 DR ONLINE PROGRAM 0 8844040 1048475 7795565 CDR FUNDRAISING GROUP PO BOX 828 LANHAM MD 20706 DR MAIL PROGRAM 0 0 347600 -347600 INTEGRAL LLC PO BOX 33091 WASHINGTON DC 20033 DR PROGRAM 0 0 215880 -215880 AMPLIFIED NONPROFIT CONSULTING LLC 410 LAKE FOREST ROAD ROCHESTER HILLS MI 48309 DR MAIL PROGRAM 0 0 110000 -110000 ORANGE ELEMENT DESIGN LLC PO BOX 170 BERWYN PA 19312 CONSULTING 0 0 91487 -91487 CANDELA CONTENT 2919 HIGHLAND AVENUE SACRAMENTO CA 95818 GRANT WRITING 0 0 81456 -81456 UBACK INC 2025 QUEENS ROAD WEST CHARLOTTE NC 28207 FUNDRAISING CONSULTANTS 0 0 80000 -80000 MARKETSMART 6404 IVY LN SUITE 110 GREENBELT MD 02077 PLANNED GIVING CONSULTANTS 0 0 41000 -41000 STRUPEKLLC 2820 GREENFIELD ROAD BLOOMINGTON IL 61704 GAMING FUNDRAISING CONSULTING 0 0 71400 -71400 SYNERGY DIRECT MARKETING SOLUTIONSLLC 480 W TUSCARAWAS AVENUE 307 BARBERTON OH 44203 DR PROGRAM 0 0 54902 -54902 8844040 2142200 6701840 AL AK AR CA CO CT DC FL GA GU HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI ANNUAL AWARDS DINNER (DC) 1135000 1040860 94140 20865 151448 180713 78330 SALUTE GALA (IL) 522174 438157 84017 23110 88611 500 79897 25 2064593 1609694 454899 338574 143992 19421 312672 3721767 3088711 633056 382549 384051 200634 470899 1438133 -805077 16260 3298 1 0.50000 16260 3298 3298 12962 WA 1 0 1 0 1.00000 DIANE FRABER 2111 WILSON BLVD 1200 ARLINGTON VA 22201 0 0 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FEES OF $275,844 REPORTED IN SCHEDULE G, PART I ARE ALLOCATED AS PROGRAMMATIC CONSULTING EXPENSES IN PART IX STATEMENT OF FUNCTIONAL EXPENSES AS A COMPONENT OF THE USO'S JOINT COST ALLOCATION. PART I, LINE 2B: SOME FUNDRAISING CONSULTANTS ARE PAID FOR GENERAL FUNDRAISING ACTIVITIES WHICH CANNOT BE TRACED DIRECTLY TO REVENUE, BUT WHICH GENERALLY SUPPORT AN INFLUX OF CONTRIBUTIONS TO USO. 1 TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS 3033 WILSON BOULEVARD SUITE 300 ARLINGTON VA 22201 920152268 501(C)(3) 100000 0 PROGRAM SUPPORT BLUE STAR FAMILIES INC 441 SAXONY THE HIVE/BARN 2 ENCINITAS CA 92024 800369895 501(C)(3) 10000 0 PROGRAM SUPPORT USO FOUNDATION 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 208861567 501(C)(3) 2720431 0 GENERAL SUPPORT 3 PART I, LINE 2: PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. USO GRANT FUNDS ARE MONITORED WITH PERIODIC REPORTING IN ACCORDANCE WITH THE GRANT AGREEMENTS AND/OR THE FORMS AND SCHEDULES SET FORTH IN THE RELATED POLICIES AND PROCEDURE MANUALS. REGULARLY REQUIRED REPORTS INCLUDE FINANCIAL REPORTS AND PROGRAM ACTIVITY REPORTS. X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 DR JD CROUCH II PRESIDENT & CEO 588824 0 115299 0 1782 0 149018 0 27465 0 882388 0 0 0 ALAN REYES COO 362963 0 59000 0 2121 0 24400 0 33516 0 482000 0 0 0 KRISTINE SHUMACK TREASURER / CFO 302440 0 50000 0 2625 0 23729 0 32530 0 411324 0 0 0 TAMMY HEISER SECRETARY / SVP, HUMAN RESOURCES 277992 0 41000 0 2121 0 25830 0 29087 0 376030 0 0 0 BRIAN COWART CDMO (BEG 1/2022) 316029 0 0 0 1289 0 23116 0 27235 0 367669 0 0 0 CHRISTOPHER PLAMP SVP, OPS, PROGRAMS & ENTERTAINMENT 270852 0 47000 0 1161 0 27450 0 4707 0 351170 0 0 0 JAMES WHALEY REGIONAL PRESIDENT (SE)(THRU 8/2022) 154125 0 23000 0 144525 0 17150 0 1230 0 340030 0 0 0 BRIAN COOK VP, DIRECT RESPONSE 231506 0 64000 0 570 0 26595 0 3401 0 326072 0 0 0 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 255619 0 31000 0 1371 0 21800 0 12801 0 322591 0 0 0 GARY COLE REGIONAL PRESIDENT (CENTRAL) 242576 0 30000 0 618 0 19698 0 28396 0 321288 0 0 0 VIRGINIA BURNLEY SVP, GOVT REL AND EXT AFFAIRS 240733 0 30000 0 1771 0 20472 0 27881 0 320857 0 0 0 ROBERT KURKJIAN REGIONAL PRESIDENT (WEST) 252463 0 18000 0 1341 0 22783 0 10966 0 305553 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS THE PRESIDENT AND CEO OF THE USO MAY BE ACCOMPANIED BY HIS/HER SPOUSE ON OFFICIAL USO BUSINESS ONLY IF A SPECIFIC BUSINESS PURPOSE IS SUPPORTED AND APPROVED BY THE CHAIRMAN OF THE BOARD OF GOVERNORS. SPOUSAL/COMPANION/FAMILY TRAVEL BY OTHER EMPLOYEES IS NOT REIMBURSED BY THE USO, UNLESS SPECIFICALLY AUTHORIZED BY THE CEO AND IN COMPLIANCE WITH IRS REGULATIONS AND USO TRAVEL AND BUSINESS EXPENSE POLICY. PART I, LINES 4A-B LINE 4A, SEVERANCE PAYMENT SEVERANCE IN THE AMOUNT OF $130,000 IS REPORTED FOR JAMES WHALEY DUE TO HIS 2022 DEPARTURE FROM THE ROLE OF REGIONAL PRESIDENT OF USO. LINE 4B, DEFERRED COMPENSATION ARRANGEMENT IN 2021, THE BOARD OF GOVERNORS APPROVED A COMPENSATION AGREEMENT WITH THE CEO/PRESIDENT THAT INCLUDES A CONTINGENT DEFERRED COMPENSATION ARRANGEMENT THAT IS DETERMINED AND MUST BE APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED ON THE CEO/PRESIDENT MEETING PERFORMANCE OBJECTIVES ESTABLISHED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. INCLUDED IN THE CEO/PRESIDENT'S 2022 COMPENSATION IS $125,000 OF DEFERRED COMPENSATION APPROVED BY THE USO'S EXECUTIVE COMMITTEE. NO EMPLOYER-PROVIDED DEFERRALS WERE DISTRIBUTED DURING 2022 UNDER THIS DEFERRED COMPENSATION ARRANGEMENT. PART I, LINE 7 NON-FIXED PAYMENTS THE AMOUNTS SHOWN IN PART II, COLUMN B(II) FOR THE OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES WERE PAID BASED ON THE 2021 ACHIEVEMENT OF ORGANIZATION GOALS AND INDIVIDUAL CONTRIBUTIONS AND ACCOMPLISHMENTS. THE BONUS COMPENSATION WAS BASED ON A BONUS PLAN REVIEWED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE AND APPROVED BY THE USO'S BOARD OF GOVERNORS. THE AMOUNT SHOWN IN PART II, COLUMN B(II) FOR THE PRESIDENT AND CEO IS DETERMINED AND APPROVED BY THE USO'S BOARD OF GOVERNORS. X 42079 COST X 1972601 COST X 18 19851 FMV X 57 634249 FMV X 1632 8255079 COST 2 0 1 1 PART I, COLUMN (B): NONCASH CONTRIBUTIONS USO IS REPORTING THE NUMBER OF ITEMS RECEIVED IN COLUMN (B). PART I, LINE 32B: THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS THE USO WORKS WITH CHARITABLE ADULT RIDES & SERVICES, INC. (CARS) IN ORDER TO GENERATE FUNDRAISING REVENUE FROM DONATED VEHICLES. CARS ADMINISTERS THE ARRANGEMENT FOR: TOWING, RECEIPT DISTRIBUTION, FOLLOW-UP SALES, TITLE PROCESSING, APPRAISAL (IF REQUIRED), SALE AT AUCTION OR DISMANTLER, AND DISTRIBUTION OF SALES. FORM 990, PART I, LINE 1 THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. FORM 990, PART III, LINE 4C SERVICE MEMBER AND MILITARY FAMILY PROGRAMS USO'S SERVICE MEMBER AND MILITARY FAMILY PROGRAMS PROVIDE SUPPORT AND COMFORT TO SERVICE MEMBERS AND THEIR FAMILIES, WHETHER THEY ARE DEPLOYED, TRANSITIONING FROM THEIR SERVICE, WOUNDED, ILL OR INJURED, OR HAVE MADE THE ULTIMATE SACRIFICE FOR OUR COUNTRY. USO READING PROGRAM THE USO READING PROGRAM KEEPS SERVICE MEMBERS CONNECTED TO THEIR CHILDREN THROUGH STORY-TIME. SERVICE MEMBERS CAN VISIT A USO CENTER OR EXPEDITIONARY LOCATION OFFERING THE PROGRAM, RECORD THEMSELVES READING THEIR CHILD'S FAVORITE STORY AND HAVE THAT RECORDING AND A COPY OF THE BOOK SENT HOME - ENSURING THAT THEY CAN READ THEIR CHILD A BEDTIME STORY FROM ANYWHERE IN THE WORLD. IN 2022, THE USO TRANSITIONED TO WEB BASED DELIVERY OF THIS PROGRAM TO EXPAND THE REACH OF THIS PROGRAM AT A LOWER COST. OVER 100 USO CENTERS OFFER THE USO READING PROGRAM, WHERE SERVICE MEMBERS READ OVER 16,000 BOOKS TO THEIR CHILDREN WHILE DEPLOYED OR SEPARATED DUE TO SERVICE DURING 2022. RECOGNIZING THE CHALLENGES MILITARY CHILDREN OFTEN FACE WHEN DEALING WITH SEPARATION, THE USO READING PROGRAM ALSO MAKES IT POSSIBLE FOR MILITARY KIDS TO ADD A NEW BOOK TO THEIR OWN LIBRARY AND SHARE STORY TIME WITH SOMEONE THEY LOVE BY RECORDING THEMSELVES READING. USO HOLIDAYS USO HOLIDAYS OFFERS BOTH PROGRAMMING AND USO CARE PACKAGES TO HELP SERVICE MEMBERS FEEL CONNECTED AND SUPPORTED DURING HOLIDAYS THROUGHOUT THE YEAR. USO CENTERS AND TEAMS ACTIVATE AROUND THE GLOBE TO BRING A PIECE OF HOME TO SERVICE MEMBERS AND THEIR FAMILIES, NO MATTER WHERE THEY ARE CALLED TO SERVE DURING THE HOLIDAYS. WHETHER IT IS DELIVERING CARE PACKAGES, HOSTING HOLIDAY EVENTS, PROVIDING FREE ENTERTAINMENT, OR ENABLING TECHNOLOGY THAT BRINGS LOVED ONES TOGETHER, THE USO HELPS SERVICE MEMBERS, AND THEIR FAMILIES STAY CONNECTED TO THE COMFORTS OF HOME DURING THE HOLIDAY SEASONS. SERVICE MEMBERS HAVE SHARED THAT THROUGH USO HOLIDAYS, THEY WERE GIVEN THE OPPORTUNITY TO CELEBRATE THE HOLIDAYS THEY WOULDN'T HAVE HAD OTHERWISE. IN 2022, USO HOLIDAYS DELIVERED 100,000 CARE PACKAGES, DOUBLING DELIVERY IN 2021, TO MILITARY MEMBERS SERVING IN REMOTE OPERATING AND TRAINING BASES AND REACHED SERVICE MEMBERS IN 58 COUNTRIES. EACH SPECIAL CARE PACKAGE IS DELIVERED IN A FESTIVE USO BRANDED BAG AND INCLUDES A SNACK PACK AND A VARIETY OF PARTNER-PROVIDED ITEMS DONATED IN-KIND. USO GAMING THE COMPREHENSIVE USO GAMING PROGRAM PROVIDES GAMING CAPABILITIES, USED BOTH ONLINE AND IN-PERSON, FOR SERVICE MEMBERS AND THEIR FAMILIES, IN ADDITION TO PUBLIC PARTNERSHIPS, SUCH AS INVITATIONALS, STREAMING, CONTENT CREATION AND ENTERTAINMENT EVENTS. THE PROGRAM INCLUDES LOCAL, REGIONAL AND NATIONAL EVENTS, INCLUDING NUMEROUS TOURNAMENTS, LEAGUES, COMMUNITY EVENTS AND COMPETITIONS. IN 2022, USO GAMING CONTINUED TO EXPAND THROUGH THE CONSTRUCTION OF USO GAMING CENTERS AND DEDICATED GAMING SPACES WITHIN EXISTING USO CENTERS ACROSS THE GLOBE, AS WELL AS FEATURING PROMINENT GAMING EXPERTS AND MILITARY FAMILY PROGRAMMING. SERVICE MEMBERS DEPLOYED TO THE FRONT LINES REMAINED ENTERTAINED AND CONNECTED THROUGH DEPLOYMENT OF 23 USO GAMING'S RAPID RESPONSE GAMING KITS, WHICH ARE PORTABLE, FULLY-CONTAINED GAMING KITS DESIGNED TO SUPPORT SERVICE MEMBERS IN THE MOST AUSTERE LOCATIONS AROUND THE WORLD. USO CANINE PROGRAM THROUGH THE USO CANINE PROGRAM, THE USO RECOGNIZES THE VALUABLE CONNECTION BETWEEN HUMANS AND DOGS. FROM THE THERAPY DOGS WHO PROVIDE EMOTIONAL SUPPORT IN USO CENTERS, ASSISTING WITH ALL THE HIGHS AND LOWS OF MILITARY LIFE, TO THE FOUR-LEGGED MEMBERS OF MILITARY FAMILIES, TO THE HARD-WORKING MILITARY K9S WHO SERVE AND PROTECT ALONGSIDE SERVICE MEMBERS - ALL THESE CANINE COMPANIONS PLAY AN IMPORTANT ROLE IN DELIVERING PHYSICAL, MENTAL AND EMOTIONAL SUPPORT TO HELP STRENGTHEN MILITARY MEMBERS, FAMILIES AND COMMUNITIES. USO CANINES CONTRIBUTED NEARLY 2,700 VOLUNTEER HOURS IN 2022. USO SPECIAL DELIVERY COMBINING BABY SHOWER GAMES, LOCAL GUEST SPEAKERS AND DRAWINGS FOR TRADITIONAL BABY SHOWER GIFTS, THESE POPULAR SHOWERS PROVIDE A TOUCH OF HOME FOR PARENTS-TO-BE WHO ARE OFTEN AWAY FROM THEIR FAMILIES, FRIENDS AND SUPPORT NETWORKS DURING THEIR PREGNANCIES. USO SPECIAL DELIVERY IS ALSO OFFERED VIRTUALLY, WITH VIDEO-CALL BABY SHOWERS THAT CAN REACH REMOTE MILITARY COMMUNITIES LOCATED FAR FROM A USO CENTER, WHERE A TRADITIONAL, IN-PERSON BABY SHOWER MIGHT NOT BE POSSIBLE. MORE THAN 15,000 EXPECTANT SERVICE MEMBERS AND MILITARY SPOUSE PARENTS HAVE BEEN SERVED THROUGH THIS PROGRAM SINCE ITS LAUNCH IN 2013. IN 2022 THE USO HOSTED 119 SHOWERS, INCLUDING VIRTUAL SHOWERS, AND REACHED 3,290 EXPECTANT FAMILIES. USO COFFEE CONNECTIONS MILITARY SPOUSES ARE INVITED TO ATTEND USO COFFEE CONNECTIONS GATHERINGS AT THEIR LOCAL USO CENTER TO CONNECT WITH NEW FRIENDS OR RECONNECT WITH OLD ONES. THESE EVENTS ALLOW SPOUSES TO RELAX IN A COMFORTABLE SETTING, SHARE ADVICE, LEARN ABOUT LOCAL EVENTS AND MAKE NEW FRIENDS OVER A CUP OF COFFEE, A CRAFT, LOCAL OUTING AND MORE. THROUGH USO COFFEE CONNECTIONS, MILITARY SPOUSES STAY CONNECTED TO THEIR COMMUNITIES NO MATTER WHERE THEY ARE STATIONED. IN 2022 THE USO HOSTED ROUGHLY 662 EVENTS - BOTH IN-PERSON AND VIRTUALLY - CONNECTING OVER 8,000 MILITARY SPOUSES AROUND THE WORLD. USO COFFEE CONNECTION LIVE WAS CREATED IN 2019 IN RESPONSE TO REQUESTS FROM MILITARY SPOUSES WHO MIGHT NOT HAVE READY ACCESS TO A USO CENTER BUT EXPRESSED INTEREST IN PARTICIPATING IN USO MILITARY SPOUSE PROGRAMS. THIS VIRTUAL EVENT IS AN HOUR-LONG "COFFEE CHAT" BETWEEN A USO MILITARY SPOUSE AND AN INFLUENTIAL GUEST, IN WHICH THEY DISCUSS TOPICS THAT ARE RELEVANT AND TRENDING WITHIN THE MILITARY SPOUSE COMMUNITY. EXPEDITIONARY PROGRAMS THE USO DELIVERS SUPPORT TO SERVICE MEMBERS STATIONED ABROAD WHO ARE TRAINING IN ISOLATED LOCATIONS OR ON ARDUOUS MISSIONS IN REMOTE PARTS OF THE WORLD. USO CARE PACKAGES THE USO PROVIDES CARE PACKAGES TO SERVICE MEMBERS AROUND THE WORLD. OUR LARGEST PROGRAM PROVIDES DEPLOYED SERVICE MEMBERS WITH TWO DIFFERENT TYPES OF CARE PACKAGES A SNACK PACK AND TOILETRY PACK. BOTH COME IN BAGS CONSTRUCTED WITH A DURABLE NYLON MATERIAL AND MODULAR LIGHTWEIGHT LOAD-CARRYING EQUIPMENT (MOLLE) SYSTEM ON THE BACK FOR EASY ATTACHMENT ON MOST MILITARY-ISSUED GEAR. THE SNACK PACK IS ASSEMBLED WITH A MIXTURE OF HEALTHY AND SWEET TREATS, WHILE THE STANDARD TOILETRY PACK COMES EQUIPPED WITH A WIDE RANGE OF TRAVEL-SIZED HYGIENE PRODUCTS. THERE IS ALSO A SPECIAL VERSION OF THE PACK THAT PROVIDES FEMININE HYGIENE AND SELF-CARE PRODUCTS. IN 2022, OVER 198,000 DEPLOYMENT CARE PACKAGES WERE DELIVERED TO SERVICE MEMBERS IN 84 COUNTRIES AROUND THE GLOBE. IN ADDITION TO THE DEPLOYMENT CARE PACKAGES, LOCAL USO TEAMS CREATE A VARIETY OF CARE PACKAGES TO SUPPORT OTHER ACTIVITIES SUCH AS SAILORS RETURNING HOME AFTER BEING AT SEA OR BASIC TRAINEES TRAVELING HOME DURING THE HOLIDAYS. THESE PACKAGES ARE TAILORED TO EACH UNIQUE SITUATION. USO2GO USO2GO WAS LAUNCHED IN 2008 TO ENSURE SERVICE MEMBERS IN REMOTE LOCATIONS HAVE SOME OF THE SMALL COMFORTS OF HOME SUCH AS ELECTRONIC GAMING, SPORTS EQUIPMENT, BOARD GAMES, MOVIES AND PERSONAL CARE ITEMS. TO DATE, THE USO HAS SUPPORTED MORE THAN 2,700 UNITS AND SHIPPED ITEMS TO 126 COUNTRIES AND OVER 30 MILITARY SHIPS, INCLUDING THOSE DELIVERED TO REMOTE PLACES IN EASTERN EUROPE, SOUTH AMERICA, AUSTRALIA, DJIBOUTI, EGYPT, IRAQ, JORDAN, KUWAIT, NORTH AFRICA AND THE PHILIPPINES. USO2GO CONTINUES TO BE THE PROGRAM MOST REQUESTED DIRECTLY FROM THE FIELD THAT HELPS OUR DEPLOYED SERVICE MEMBERS RELAX AND RECHARGE. IN 2022 THE USO SUPPORTED 356 INDIVIDUAL MILITARY TEAMS DEPLOYED TO FAR REACHING EXPEDITIONARY LOCATIONS. PROGRAM IN A BOX USO PROGRAM IN A BOX PROVIDES SERVICE MEMBERS THE OPPORTUNITY TO TAKE PART IN THE USO'S MOST POPULAR PROGRAMS NO MATTER WHERE THEY ARE IN THE WORLD. IN ONE SINGLE BOX, THE PROGRAM INCLUDES EVERYTHING A MILITARY TEAM NEEDS TO HOST A USO PROGRAM. EACH ACTIVITY INCLUDES A RECOMMENDATION ON HOW TO SET THE PROGRAM UP, ORGANIZE AN EVENT, A FLYER FOR ADVERTISING AND ALL OF THE SUPPLIES TO LEAD THE EVENT. THE USO ROTATES 3 PROGRAM THEMES ON A REGULAR BASIS. SOME EXAMPLES OF THESE PROGRAMS INCLUDE COMPETITIVE FITNESS ACTIVITIES, PAINT NIGHT, TRIVIA, TIE-DYE AND MURDER MYSTERY GAMES. IN 2022 PROGRAM IN A BOX SUPPORTED OVER 300 MILITARY TEAMS, PROVIDING OVER 34,000 SERVICE INSTANCES. OTHER LOCAL PROGRAMS IN ADDITION TO THE CORE PROGRAMS LISTED ABOVE, USO LOCAL TEAMS DESIGN AND PRODUCE PROGRAMS THAT ARE TAILORED TO THE SPECIFIC NEEDS OF SERVICE MEMBERS AND THEIR FAMILIES IN THEIR GEOGRAPHIC AREA. THIS FLEXIBILITY IN PROGRAMING IS CRITICAL DUE THE SIGNIFICANT GEOGRAPHIC SCOPE OF USO OPERATIONS AS WELL AS THE DIVERSE NEEDS OF SERVICE MEMBERS AND THEIR FAMILIES. THESE LOCALLY DEVELOPED PROGRAMS ALSO SERVE AS AN INNOVATION LABORATORY FOR FUTURE USO WIDE CORE PROGRAMMING. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS THE MEMBERSHIP OF THE USO SHALL CONSIST OF TWO CLASSES OF MEMBERS: 1) VOTING MEMBERS CONSISTING OF MEMBERS OF USO'S BOARD OF GOVERNORS DURING THEIR TERMS OF SERVICE, INCLUDING UP TO SIX MEMBERS APPOINTED BY THE PRESIDENT OF THE UNITED STATES (THEIR TERMS OF BOARD MEMBERSHIP BEING COTERMINOUS WITH SUCH PRESIDENT'S INCUMBENCY); AND 2) NON-VOTING MEMBERS CONSISTING OF MEMBERS OF THE UNITED STATES ARMED FORCES CURRENTLY ON ACTIVE DUTY; REPRESENTATIVES, AS MAY BE DESIGNATED BY USO'S BOARD OF GOVERNORS, FROM THE ORGANIZATIONS SET FORTH IN USO'S CONGRESSIONAL CHARTER, UP TO NINE (9) PERSONS DESIGNATED BY THE PRESIDENT OF THE UNITED STATES; AND ANY OTHER PERSONS WHO MEET THE CRITERIA ESTABLISHED BY THE BOARD OF GOVERNORS FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING GOVERNING BODY AT THE ANNUAL MEETING, THE VOTING MEMBERS SHALL ELECT MEMBERS OF THE BOARD OF GOVERNORS AND TAKE SUCH OTHER ACTION AS MAY BE APPROPRIATELY SUBMITTED TO THEM BY THE BOARD OF GOVERNORS. ELECTION OF THE BOARD OF GOVERNORS, OR ACTION ON ANY OTHER MATTERS, SHALL BE BY THE AFFIRMATIVE VOTE OF THE MAJORITY OF VOTING MEMBERS PRESENT IN PERSON AND ENTITLED TO VOTE AT THE MEETING, PROVIDED THOSE PRESENT IN PERSON CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B PROCESS OF REVIEWING FORM 990 A COPY OF THE DRAFT IRS FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES PRIOR TO ITS FILING WITH THE IRS. THE PROCESS WAS CONDUCTED IN JULY AND AUGUST 2023. MEETING MINUTES REFLECT THE REVIEW AND DISCUSSION OF THE IRS FORM 990 AT THE AUDIT COMMITTEE MEETING HELD IN JULY 2023. AN OUTSIDE ACCOUNTING FIRM PREPARES AND REVIEWS THE IRS FORM 990. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT THE CONFLICT OF INTEREST POLICY IS THE POLICY THAT REQUIRES USO'S GOVERNORS, OFFICERS, AND OTHER EMPLOYEES TO AVOID ANY SITUATION WHICH MAY CONSTITUTE A CONFLICT OF INTEREST, THAT IS, ANY SITUATION WHICH AN INDIVIDUAL USES OR COULD USE HIS OR HER POSITION WITH THE USO FOR PERSONAL GAIN TO AN INDIVIDUAL, MEMBERS OF THE INDIVIDUAL'S FAMILY, OR OTHER ORGANIZATIONS WITH WHOM THE INDIVIDUAL IS AFFILIATED, TO THE ACTUAL OR POTENTIAL DETRIMENT OF THE USO. THE BOARD OF GOVERNORS HAS ESTABLISHED A POLICY WITH REFERENCE TO CONFLICTS OF INTEREST APPLICABLE TO THE BOARD OF GOVERNORS. DISCLOSURE OF POTENTIAL CONFLICTS ARE REVIEWED BY THE CEO, CFO AND OUTSIDE COUNSEL. ANY INDIVIDUALS THAT HAVE A CONFLICT OF INTEREST ARE PROHIBITED FROM DELIBERATIONS AND VOTING ON A TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION IS ESTABLISHED BY THE USO'S BOARD OF GOVERNORS FOR THE CEO, AND BY MANAGEMENT FOR OTHER EXECUTIVES AFTER AN INDEPENDENT, OUTSIDE REVIEW OF INDUSTRY SURVEYS, COMPENSATION STUDIES AND OTHER DATA TO ENSURE THAT EXECUTIVE COMPENSATION IS WITHIN THE RANGE OF THAT PAID TO COMPARABLE EXECUTIVES OF COMPARABLE ORGANIZATIONS FOR COMPARABLE SERVICES IN COMPARABLE MARKETS, AND THEREFORE REASONABLE. THESE REVIEWS ARE PERFORMED ON A BIENNIAL BASIS BY AN INDEPENDENT OUTSIDE CONSULTANT FOR THE FOLLOWING POSITIONS: CEO, CFO, CDMO, COO, CHRO/SVP HUMAN RESOURCES, SVP GOVERNMENT & EXTERNAL RELATIONS, SVP OPERATIONS, PROGRAMS, AND ENTERTAINMENT, AND REGIONAL PRESIDENTS. THE LAST REVIEW WAS PERFORMED IN 2022 FOR ALL POSITIONS LISTED AND ALL POSITIONS' COMPENSATION WAS FOUND TO BE WITHIN THE RANGE FOR COMPARABLE EXECUTIVES AT COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE USO WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 26: JOINT COST ACTIVITY DISCLOSURE THE USO CONDUCTS JOINT ACTIVITIES THAT BENEFIT PROGRAM SERVICES AND INCLUDE A FUNDRAISING APPEAL. THE PROGRAMMATIC COMPONENT OF THESE ACTIVITIES INCLUDES A CALL TO ACTION TO ENLIST THE PUBLIC'S AID IN IDENTIFYING SERVICE MEMBERS AND THEIR FAMILIES THAT WOULD BENEFIT FROM USO'S PROGRAMS AND SERVICES AND AN OPPORTUNITY TO SEND A PERSONALIZED MESSAGE OF APPRECIATION TO SERVICE MEMBERS. PERSONALIZED MESSAGES RECEIVED FROM THE PUBLIC THROUGH THESE ACTIVITIES ARE DISPLAYED AND DISTRIBUTED AT USO LOCATIONS AROUND THE GLOBE. FORM 990, PART XI, LINE 9: BAD DEBT WRITE OFF (PRIOR YEAR PLEDGES) -84,756. USO FOUNDATION 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 208861567 CHARITABLE VA 501(C)(3) LINE 12A, I USO INC 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 USO FOUNDATION B 2720431 FMV USO FOUNDATION C 2945627 FMV USO FOUNDATION Q 142283 CASH