2023-05-08T11:21:40-05:00 2022-06-30 842953567 TRIMNERBECKHAM PLLC 1750 TYSONS BLVD SUITE 1500 MCLEAN VA 22102 990 2021-07-01 530193361 ASSOCIATION OF THE UNITED STATES ARMY ASSO 7038414300 2425 WILSON BOULEVARD ARLINGTON VA 22201 GENERAL ROBERT B BROWN PRESIDENT & CEO 7038414300 2023-05-08 1 GENERAL ROBERT B BROWN XXX-XX-XXXX DAVID TRIMNER P00444822 7036631756 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z GENERAL ROBERT B BROWN 2425 WILSON BOULEVARD ARLINGTON VA 22201 49448506 0 X WWW.AUSA.ORG X 1950 VA AUSA, A NONPROFIT EDUCATIONAL, PROFESSIONAL DEVELOPMENT ASSOCIATION, PROVIDES A VOICE FOR THE ARMY. 18 18 115 1060 1380493 0 7153265 6099481 18759286 26227444 7419538 1578700 287714 634369 33619803 34539994 1462239 2607760 0 0 9528845 11571148 0 0 44484 11402526 16023469 22393610 30202377 11226193 4337617 117803241 111144493 24749974 26400871 93053267 84743622 X THE ASSOCIATION OF THE UNITED STATES ARMY (AUSA) SUPPORTS SOLDIERS, THEIR FAMILIES AND ARMY CIVILIANS, PROVIDES A VOICE FOR THE ARMY, AND HONORS THOSE WHO HAVE SERVED. AS THE ARMY'S PREMIER NONPROFIT, EDUCATIONAL AND PROFESSIONAL ASSOCIATION, WE: -EDUCATE THOSE WE SERVE (SOLDIERS AND THEIR FAMILIES, ARMY CIVILIANS, RETIRED SOLDIERS AND VETERANS, AND THE BUSINESSES AND INDUSTRIES THAT SUPPORT THE ARMY) WITH PROGRAMS, PRODUCTS, RESOURCES, AND EVENTS,-INFORM OUR MEMBERS, CONGRESS, AND THE AMERICAN PUBLIC ABOUT ISSUES AFFECTING AMERICA'S ARMY - REGULAR ARMY, ARMY NATIONAL GUARD, AND ARMY RESERVE, AND-CONNECT AMERICA'S TOTAL ARMY, ITS INDUSTRY PARTNERS, LIKE-MINDED ASSOCIATIONS, AND OTHER SUPPORTERS AT THE NATIONAL, REGIONAL, AND CHAPTER LEVELS. 0 0 9844008 176928 19982780 AUSA MEETINGS:AUSA HOSTS NUMEROUS EDUCATIONAL AND PROFESSIONAL DEVELOPMENT EVENTS THROUGHOUT THE YEAR, INCLUDING:AUSA COFFEE SERIESTHESE EVENTS FEATURE GUEST SPEAKERS FROM THE ARMY AND DOD LEADERSHIP. THEY OFFER MEMBERS OF THE DEFENSE COMMUNITY AN UNPARALLELED OPPORTUNITY TO NETWORK WITH KEY MILITARY, CONGRESSIONAL AND INDUSTRY LEADERS. OUR KEYNOTE SPEAKERS FOR THESE TWO EVENTS IN 2022 WERE GENERAL JAMES C. MCCONVILLE, U.S. ARMY CHIEF OF STAFF, AND GENERAL PAUL FUNK, COMMANDING GENERAL, U.S. ARMY TRAINING AND DOCTRINE COMMAND.IN ADDITION, WE ORGANIZED SEVERAL DOMESTIC AND INTERNATIONAL EVENTS, INCLUDING: -2021 AUSA ANNUAL MEETING & EXPOSITIONWALTER E. WASHINGTON CONVENTION CENTER | WASHINGTON, DCOCTOBER 11-13, 2021HELD EVERY OCTOBER AT THE WALTER E. WASHINGTON CONVENTION CENTER IN WASHINGTON, DC, THE AUSA ANNUAL MEETING & EXPOSITION IS THE LARGEST LAND POWER EXPOSITION AND PROFESSIONAL DEVELOPMENT FORUM IN NORTH AMERICA. THIS EVENT CONSISTS OF INFORMATIVE AND RELEVANT PRESENTATIONS, PANEL DISCUSSIONS ON PERTINENT MILITARY AND NATIONAL SECURITY SUBJECTS, WORKSHOPS, AND IMPORTANT BUSINESS MEETINGS. SENIOR LEADERS FROM THE ARMY, DEPARTMENT OF DEFENSE, DEPARTMENT OF HOMELAND SECURITY, AND OTHER GOVERNMENTAL AGENCIES SEE THIS EVENT AS A KEY FORUM TO PRESENT INFORMATION ABOUT THE ARMY'S CURRENT AND FUTURE READINESS TO PERFORM THEIR MANY MISSIONS. IN 2021, MORE THAN 20,000 PEOPLE PARTICIPATED IN THIS EVENT, WITH 650 EXHIBITORS FROM AROUND THE WORLD DISPLAYING THE LATEST TECHNOLOGIES, PRODUCTS, AND SERVICES. EXHIBIT SPACE IS SOLD TO MEMBERS OF AUSA, WITH SOME EXCEPTIONS.-2021 HOLISTIC HEALTH AND THE SOLDIER: AN ARMY MEDICAL HOT TOPICGENERAL GORDON R. SULLIVAN CONFERENCE AND EVENTS CENTER | ARLINGTON, VIRGINIADECEMBER 7, 2021THE OBJECTIVE OF THE AUSA ARMY MEDICAL HOT TOPIC WAS TO ENGAGE IN A PROFESSIONAL, IN-DEPTH, DIALOGUE WITH JOINT PARTNERS - INDUSTRY AND ACADEMIA - ON ARMY MEDICINE. THE DISCUSSION EXPLORED ARMY MEDICINE'S CONTINUED AND FUTURE SUPPORT OF THE ARMY'S OPERATIONAL MISSIONS AND READINESS THROUGH THE TOTAL ARMY MEDICINE FORCE. WE COVERED A NUMBER OF KEY TOPICS INCLUDING:- ARMY MEDICINE IN MULTI-DOMAIN OPERATIONS (MDO)- TRAUMA INITIATIVES, RECRUITING, RETENTION AND SKILLS SUSTAINMENT- THE MEDICAL GENERATING FORCE - ENABLING FORCE PROTECTION- HOLISTIC HEALTH AND FITNESS (H2F) AND SOLDIER READINESS- COMMUNITY & COMMAND SUPPORT FOR BEHAVIORAL HEALTH PROMOTION-2022 AUSA HOT TOPIC: ARMY INSTALLATION PARTNERSHIPS FOR MISSION ASSURANCEGENERAL GORDON R. SULLIVAN CONFERENCE AND EVENTS CENTER | ARLINGTON, VIRGINIAAPRIL 13, 2022THIS EVENT PROVIDED OPPORTUNITIES TO DISCUSS THE ARMY'S STRATEGY FOR ASSURING THAT INSTALLATIONS CAN PERFORM THEIR WARFIGHTING MISSIONS. IN ADDITION, KEY LEADERS OUTLINED HOW THE ARMY MAINTAINS SUPPORT FOR SOLDIERS IN TODAY'S THREAT ENVIRONMENT. PANEL TOPICS INCLUDED:- CLIMATE CHANGE AND RESILIENCE- THREATS TO CRITICAL INFRASTRUCTURE- RISKS: FROM FORT TO PORT AND TO THE FIGHT- INFRASTRUCTURE LESSONS LEARNED- WHEN THE GRID GOES DOWN-2022 AUSA GLOBAL FORCE SYMPOSIUM & EXPOSITION VON BRAUN CENTER | HUNTSVILLE, ALABAMASCHEDULED MARCH 29-31, 2022 CANCELLED HELD EACH YEAR AT THE VON BRAUN CENTER IN HUNTSVILLE, ALABAMA, THE AUSA GLOBAL FORCE SYMPOSIUM IS A THREE-DAY EDUCATIONAL AND PROFESSIONAL DEVELOPMENT FORUM. EXHIBIT SPACE AND SPONSORSHIPS ARE SOLD TO MEMBERS AND NON-MEMBERS OF AUSA. ON AVERAGE, 6,000 PEOPLE FROM AROUND THE WORLD PARTICIPATE IN THIS EVENT EACH YEAR, INCLUDING KEY LEADERS FROM THE ARMY, DOD, ACADEMIA, AND THE WORLDWIDE DEFENSE INDUSTRY. THIS EVENT WAS CANCELED IN 2022.-2022 AUSA LANPAC SYMPOSIUM & EXPOSITION SHERATON WAIKIKI | HONOLULU, HAWAIIMAY 17-19, 2022HELD EACH YEAR AT SHERATON WAIKIKI IN HONOLULU, HI, THE AUSA LANPAC SYMPOSIUM IS A THREE-DAY EDUCATIONAL AND PROFESSIONAL DEVELOPMENT FORUM THAT FOCUSES ON THE ARMY MISSION IN THE INDO-PACIFIC REGION. EXHIBIT SPACE AND SPONSORSHIPS ARE SOLD TO MEMBERS AND NON-MEMBERS OF AUSA. ON AVERAGE, 1,500 PEOPLE FROM AROUND THE WORLD PARTICIPATE IN THIS EVENT EACH YEAR, INCLUDING KEY LEADERS FROM THE ARMY, DOD, ACADEMIA, ALLIED NATIONS, AND THE WORLDWIDE DEFENSE INDUSTRY.-EUROSATORY 2022 USA SECURITY AND DEFENSE PAVILION JUNE 13-17, 2022HELD EVERY OTHER YEAR AT THE PARIS-NORD VILLEPINTE EXHIBITION CENTER IN PARIS, FRANCE, EUROSATORY IS ONE OF THE LARGEST DEFENSE EXPOSITIONS IN THE WORLD. TYPICALLY, 60,000 PEOPLE FROM AROUND THE WORLD PARTICIPATE IN THIS EVENT, INCLUDING MORE THAN 1,800 EXHIBITORS. AUSA IS THE OFFICIAL AGENT FOR THE USA SECURITY AND DEFENSE PAVILION, WHICH IS SUPPORTED BY THE U.S. GOVERNMENT, OFFICIALLY CERTIFIED BY THE U.S. DEPARTMENT OF COMMERCE, AND ENDORSED BY THE U.S. DEPARTMENT OF DEFENSE AND THE AMERICAN EMBASSY. AUSA SELLS EXHIBIT SPACE TO INTERESTED BUSINESSES AND MANAGES THE PROGRAM CONTENT OF THE USA SECURITY AND DEFENSE PAVILION. IN 2022, OUR PAVILION INCLUDED 120 U.S. COMPANIES OCCUPYING MORE THAN 3,000 SQUARE METERS OF SPACE. 5986836 1002159 4488448 MEMBERSHIP AND REGIONAL ACTIVITIES:AUSA EXECUTES MEMBERSHIP SUPPORT AT NATIONAL, REGIONAL, AND LOCAL LEVELS THROUGH DEDICATED, ENGAGED VOLUNTEER ORGANIZATIONS IN 9 REGIONS AND 120 CHAPTERS LOCATED ACROSS THE UNITED STATES AND WHERE SOLDIERS ARE STATIONED AROUND THE WORLD. ADDITIONAL VOLUNTEERS ALSO SERVE AS STATE PRESIDENTS TO HELP INTEGRATE EFFORTS ACROSS STATEWIDE PROGRAMS AND WITH ELECTED OFFICIALS. OUR PROGRAMS SUPPORT THE CONCEPTS OF LIFETIME SERVICE AND SOLDIER-FOR-LIFE OUTCOMES THROUGH MEMBERSHIP AND OUTREACH EFFORTS. MEMBERSHIP IS OPEN TO ALL WHO SUPPORT OUR MISSION AND VALUES. MEMBERS INCLUDE INDIVIDUALS AND LIFE MEMBERS, INDUSTRY MEMBERS AT NATIONAL AND COMMUNITY LEVELS, AND OTHER MEMBER-BASED ASSOCIATIONS WITH COMMON GOALS AND OBJECTIVES. WE HELP CONNECT CIVIC LEADERS, ACADEMIA, LARGE AND SMALL BUSINESSES, AND LOCAL COMMUNITIES TO THEIR ARMY AND PROVIDE PROGRAMS THAT LEAD TO A BETTER UNDERSTANDING OF THE COMPLEX AND DIFFICULT ISSUES AND CHOICES OUR ARMY FACES IN DEFENDING OUR NATION. SCHEDULED EVENTS AT THE NATIONAL, REGIONAL AND LOCAL LEVELS KEEP SOLDIERS AND THOSE WHO SUPPORT THEM CONNECTED TO A VERY BUSY AND ENGAGED ARMY. CHAPTERS PROVIDE A SERIES OF YEAR-ROUND EVENTS, INCLUDING STAFF RIDES, YOUNG PROFESSIONAL MENTORING AND NETWORKING EVENTS, BOOK AND MOVIE REVIEW PROGRAMS HIGHLIGHTING LEADERSHIP ATTRIBUTES, SUBJECT MATTER EXPERT SPEAKERS, PROFESSIONAL DEVELOPMENT SYMPOSIA, FAMILY FORUMS, SOCIAL EVENTS THAT FOSTER ESPRIT AND GOODWILL, AND COMMUNITY PROJECTS THAT TARGET NEEDS AT LOCAL LEVELS. CHAPTERS RECOGNIZE SOLDIERS, FAMILY MEMBERS, AND DEPARTMENT OF THE ARMY CIVILIAN EXCELLENCE AND SELFLESS SERVICE THROUGH LOCAL AWARDS PROGRAMS. OUR CHAPTERS AND REGIONS ALSO PROMOTE EDUCATION AND RECOGNITION OF EXCELLENCE THROUGH SCHOLARSHIPS, CONTRIBUTIONS, AND AWARDS VALUED AT $1M, ANNUALLY. AUSA NATIONAL HEADQUARTERS PROVIDES ANNUAL TRAINING, RESOURCES, AND TOOLS FOR CHAPTER VOLUNTEER LEADERS, A ROBUST MEMBER BENEFITS PROGRAM, SUPPORT TO JUNIOR AND SENIOR RESERVE OFFICER TRAINING CORPS PROGRAMS AT MILITARY AND CIVILIAN UNIVERSITIES, A HIGHLY ACCLAIMED GUIDE FOR SOLDIERS TRANSITIONING OUT OF THE MILITARY, AND SUPPORT TO SOLDIER RETIREMENT AND VETERANS HOMES. WE ALSO ADMINISTER SCHOLARSHIP PROGRAMS AT A NATIONAL LEVEL TO ENCOURAGE LIFELONG LEARNING AND KEEP PACE WITH CHANGING REQUIREMENTS. 3454787 4646 EDUCATION AND PROGRAMS:AUSA'S EDUCATION & PROGRAMS (EDU&P) IS CHARGED WITH INFORMING AND EDUCATING OUR MEMBERSHIP; LOCAL, REGIONAL AND NATIONAL LEADERS; AND THE AMERICAN PUBLIC ON THE CRITICAL NATURE OF LAND WARFARE AND THE IMPORTANCE OF THE UNITED STATES ARMY. IN CARRYING OUT ITS MISSION, THE DEPARTMENT MANAGES AN EDUCATIONAL PROGRAM OF PROFESSIONAL PUBLICATIONS, EVENTS AND A PODCAST THAT ARE DESIGNED TO FOCUS THE DEFENSE DEBATE ON ISSUES OF IMPORTANCE TO THE NATION'S SECURITY AND ON THE VITAL ROLE OF THE ARMY. -AUSA'S EDU&P PUBLICATIONS LIST: LAND WARFARE PAPERSSERIES DESIGNED TO PROVIDE AN OUTLET FOR ORIGINAL, IN-DEPTH RESEARCH ESSAYS. THESE MONOGRAPHS ON KEY DEFENSE ISSUES ARE WRITTEN BY DEFENSE SUBJECT MATTER EXPERTS AND ARE SCREENED AND DEVELOPED FOR PUBLICATION BY AUSA'S EDITORIAL BOARD. LANDPOWER ESSAYSSERIES FOR ORIGINAL, OPINION-STYLE ESSAYS ON TIMELY DEFENSE TOPICS. WHILE THE LAND WARFARE PAPERS ARE HEAVILY FOCUSED ON RESEARCH AND ARE MORE ACADEMIC IN TONE, THE LANDPOWER ESSAYS ARE GENERALLY SHORTER AND ENCOURAGE A MORE CONVERSATIONAL AND REFLECTIVE APPROACH. SPOTLIGHTS HIGHLIGHT KEY ISSUES, OFTEN TECHNICAL IN NATURE, THAT ARE RELEVANT TO THE ARMY AND ITS ROLE IN NATIONAL DEFENSE. SPOTLIGHTS ARE DISTRIBUTED TO MILITARY AND CIVILIAN LEADERSHIP, SELECTED SEGMENTS OF THE AMERICAN PUBLIC, MEMBERS OF CONGRESS, KEY CONGRESSIONAL STAFF, INDUSTRY AND THE ADMINISTRATION. SPECIAL REPORTS OCCASIONAL PUBLICATIONS THAT FALL OUTSIDE OF OUR REGULAR SERIES. WHETHER THEY ARE SHORT PAPERS, MID-SIZE PAMPHLETS, OR LONGER HANDBOOKS, THEY AIM TO INFORM CONSTITUENTS AND TO INCREASE PROFESSIONAL AND SOMETIMES FAMILIAL DEVELOPMENT FOR SOLDIERS AND ALL THOSE WHO SERVE IN THE DEFENSE COMMUNITY. PROFILE OF THE U.S. ARMY: A REFERENCE HANDBOOK A USER-FRIENDLY REFERENCE BOOK FOR PEOPLE FAMILIAR WITH THE ARMY AND AN EASY-TO-READ INTRODUCTION FOR FAMILY MEMBERS, CIVILIAN EMPLOYEES, INDUSTRY PARTNERS AND FUTURE SOLDIERS. PUBLISHED EVERY TWO YEARS, IT DESCRIBES THE ARMY'S ROLE AS A KEY ELEMENT IN THE NATIONAL SECURITY STRUCTURE AS WELL AS THE ARMY'S ORGANIZATION. PROFILE ALSO CONTAINS INFORMATION AND GRAPHICS ON THE SOLDIER, THE UNIFORM, THE ARMY'S COMMAND STRUCTURE, ARMY FAMILIES AND THE ARMY'S CURRENT OPERATIONS. FINALLY, PROFILE CONTAINS AN INDEX OF MAPS ILLUSTRATING LOCATIONS OF CURRENT ARMY COMBAT CORPS AND DIVISIONS, ARMY NATIONAL GUARD DIVISIONS AND BRIGADE COMBAT TEAMS AND ARMY RESERVE DIRECT REPORTING COMMANDS.-EDU&P PROGRAMS: CONTEMPORARY MILITARY FORUMS HOSTED DURING AUSA'S ANNUAL MEETING, GLOBAL FORCE SYMPOSIUM, LANPAC SYMPOSIUM, WARFIGHTER SUMMIT AND OTHER SYMPOSIA THROUGHOUT THE YEAR. THESE FORUMS COVER TOPICS OF CURRENT INTEREST TO ARMY PROFESSIONALS AND AUSA MEMBERS, SUCH AS READINESS, MODERNIZATION AND REFORM. AUSA'S SENIOR EXECUTIVE ROUNDTABLE SERIES BRINGS TOGETHER KNOWLEDGEABLE SENIOR LEADERSHIP FROM BOTH THE ARMY AND INDUSTRY FOR SMALL-GROUP, IN-DEPTH DISCUSSIONS ON ARMY CAPABILITIES AND REQUIREMENTS IN KEY MISSION AREAS. THE ROUNDTABLE GENERATES FEEDBACK FOR THE ARMY AND CREATES INFORMED ADVOCATES WHO CAN ARTICULATE THE ARMY'S FUTURE CONCEPTS AND NEEDS TO THE WIDE VARIETY OF AUDIENCES WHO CONTRIBUTE TO THESE VITAL MISSION SETS. THERE ARE SEVEN SERT TOPICS (E.G., ARMY SUSTAINMENT, ARMY INFRASTRUCTURE, ARMY AIR & MISSILE DEFENSE); EACH SERT ASSEMBLES TWO TO THREE TIMES PER YEAR, IS LIMITED TO 24 PARTICIPANTS AND IS CONDUCTED WITH NO AUDIENCE, NO PRESS AND NO OFFICIAL MINUTES OR RECORDING. NOON REPORT WEBINAR SERIESAUSA'S NOON REPORT WEBINAR SERIES FEATURES PRESENTATIONS BY SENIOR ARMY LEADERS RESPONSIBLE FOR KEY PROGRAMS AND INITIATIVES, AS WELL AS CONTEMPORARY MILITARY AUTHORS WHO WEAVE TOGETHER THE PAST, PRESENT AND FUTURE STORY OF THE ARMY. AUSA'S ARMY MATTERS PODCAST SERIESA ROTATING CAST OF HOSTS ON OUR ARMY MATTERS PODCAST PROVIDES VITAL INFORMATION ON ARMY AND DEFENSE ISSUES THROUGH INTERVIEWS AND CONVERSATIONS WITH MILITARY AND CIVILIAN EXPERTS. A NEW EPISODE IS POSTED EACH MONDAY, CYCLING THROUGH THE FOUR SHOWS, WITH OCCASIONAL SPECIAL EPISODES. THE GOAL OF THE PODCAST IS TO EDUCATE, INFORM AND CONNECT WITH THE PUBLIC EXTENDING AUSA'S EDUCATIONAL REACH TO CURRENT AND FUTURE MEMBERS. THE SERIES INCLUDES SOLDIER TODAY, WHICH FOCUSES ON PROFESSIONAL DEVELOPMENT AND TRENDING ISSUES FOR NCOS; ARMY REAL TALK, WHICH DISCUSSES DEFENSE AND NATIONAL SECURITY ISSUES TARGETED AT YOUNGER GENERATIONS; FAMILY VOICES, WHICH FOCUSES ON MILITARY FAMILIES AND QUALITY OF LIFE ISSUES; AND THOUGHT LEADERS, WHICH CONDUCTS INTERVIEWS WITH SENIOR ARMY LEADERS AND CONTEMPORARY MILITARY AUTHORS. AUSA BOOK PROGRAMAUSA'S BOOK PROGRAM WORKS WITH PUBLISHING PARTNERS TO PRODUCE BOOKS ABOUT ARMY HERITAGE, MILITARY HISTORY AND NATIONAL SECURITY IN ORDER TO FOSTER UNDERSTANDING AND APPRECIATION OF THE U.S. ARMY AND ITS SOLDIERS. 2825576 1810330 ARMY MAGAZINE AND OTHER PUBLICATIONS:THE ASSOCIATION PUBLISHED A MONTHLY PUBLICATION - ARMY MAGAZINE - AND TWO WEEKLY DIGITAL PUBLICATIONS - AUSA'S FIVE THINGS AND AUSA EXTRA - AIMED AT PROVIDING ARMY-SPECIFIC AND AUSA-RELATED INFORMATION TO ASSOCIATION MEMBERS. THE AWARD-WINNING MAGAZINE INCLUDES FEATURE ARTICLES AND COMMENTARIES FOCUSING ON EDUCATION AND PROFESSIONAL DEVELOPMENT, A CORE MISSION OF THE ASSOCIATION'S CHARTER. AUSA EXTRA IS A WEEKLY NEWSPAPER COVERING NEWS RELATED TO THE ARMY, AUSA EVENTS, AND AUSA CHAPTER ACTIVITIES. AUSA'S FIVE THINGS IS A WEEKLY FORWARD-LOOKING TIP SHEET FOR ASSOCIATION MEMBERS PROVIDING INSIGHT INTO ARMY-RELATED NEWS. 1888731 1424027 GOVERNMENT AFFAIRS, PUBLIC AFFAIRS, AND OTHER PROGRAMS:AUSA GOVERNMENT AFFAIRS MANAGES THE DEVELOPMENT AND IMPLEMENTATION OF THE ASSOCIATION'S STRATEGY FOR ADVOCATING AUSA AND TOTAL ARMY PRIORITIES WITH THE UNITED STATES CONGRESS, THE DEPARTMENT OF DEFENSE, AND LIKE-MINDED ORGANIZATIONS. GOVERNMENT AFFAIRS' WORK PRODUCTS INCLUDE ANNUALLY PUBLISHING AUSA FOCUS AREAS (ADVOCACY PRIORITIES), PLANS TO MEET WITH CONGRESS TO SEEK SUPPORT FOR AUSA AND TOTAL ARMY PRIORITIES, HOSTING CONGRESSIONAL STAFF DURING THE AUSA ANNUAL MEETING AND OTHER AUSA SPONSORED EVENTS. 956263 NON-COMMISSIONED OFFICER (NCO) AND SOLDIER PROGRAMS:NCO AND SOLDIER PROGRAMS PROVIDE PROFESSIONAL DEVELOPMENT AND EDUCATIONAL MATERIALS FOR THE ARMY'S ENLISTED FORCE. APPROXIMATELY 83% OF THE REGULAR ARMY, ARMY NATIONAL GUARD, AND THE ARMY RESERVE CONSIST OF ENLISTED VOLUNTEERS WHO SERVE FOR A SPECIFIED PERIOD. NCO AND SOLDIER PROGRAMS DEVELOP EDUCATIONAL, LEADERSHIP, MENTORING, AND PROFESSIONAL DEVELOPMENT MATERIALS AND PROGRAMS SUITED FOR THE SOLDIERS AND LEADERS OF AMERICA'S ARMY. THESE MATERIALS RANGE FROM JOURNAL-TYPE ARTICLES PUBLISHED FOR THE MONTHLY MAGAZINE AND NEWSPAPER, A TWICE-WEEKLY PUBLICATION TITLED SOLDIER TODAY, A MONTHLY PODCAST SERIES TITLED SOLDIER TODAY, AND AN ON-LINE PROFESSIONAL FORUM TITLED THE NOON REPORT. ALL NCO AND SOLDIER PROGRAM PUBLICATIONS PROVIDE LEADERS WITH THE NECESSARY TOOLS NEEDED FOR THE PROFESSIONAL DEVELOPMENT AND GROWTH OF THEIR SOLDIERS AND SUBORDINATE LEADERS IN THEIR RESPECTIVE ORGANIZATIONS DEPLOYED GLOBALLY. NCO AND SOLDIER PROGRAMS PROVIDES IN-PERSON AND VIRTUAL LEADER DEVELOPMENT FORUMS TO A DIVERSE POPULATION RANGING FROM JUNIOR SOLDIERS THROUGH STRATEGIC LEVEL LEADERS ACROSS THE ARMY. THE PROFESSIONAL DEVELOPMENT FORUMS FOCUS ON TOPICS RELEVANT TO THE ENTIRE FORCE. NCO AND SOLDIER PROGRAMS PROVIDES SUPPORT TO SOLDIERS, FAMILIES, VETERANS, AND COMMUNITY PARTNERS THROUGH AUSA'S 120 CHAPTERS AND AUSA'S PRINCIPAL MEETINGS CONDUCTED PERIODICALLY THROUGHOUT THE YEAR. NCO AND SOLDIER PROGRAMS PROVIDES RESOURCES IN SUPPORT OF PROGRAMS DELIVERED BY THE OFFICE OF THE SERGEANT MAJOR OF THE ARMY, SERGEANT MAJOR OF THE ARMY RESERVE, AND THE SERGEANT MAJOR OF THE ARMY NATIONAL GUARD. IN 2022 NCO AND SOLDIER PROGRAMS DEVELOPED A LIFE SKILLS TRAINING PROGRAM AIMED AT TEACHING CRITICAL LIFE SKILLS TO JUNIOR ENLISTED SOLDIERS ACROSS ALL THREE COMPONENTS OF THE UNITED STATES ARMY. 370039 CENTER FOR LEADERSHIP:GENERAL (RETIRED) BOB BROWN, AUSA'S PRESIDENT AND CEO, ESTABLISHED THE CENTER FOR LEADERSHIP ON OCTOBER 1ST, 2021 TO HELP EDUCATE, INSPIRE, AND CONNECT LEADERS OF CHARACTER AND COHESIVE TEAMS ACROSS THE TOTAL ARMY. THE CENTER FOR LEADERSHIP PARTICIPATES IN MYRIAD FORUMS AND PLATFORMS TO SHARE LEADER DEVELOPMENT IDEAS AND BEST PRACTICES. THIS INCLUDES THE "LEADING GREAT TEAMS" PODCAST, THE "ON LEADERSHIP" SECTION OF ARMY MAGAZINE, AND SEVERAL AUSA-SPONSORED SYMPOSIA AND CONFERENCES EACH YEAR.THE CENTER FOR LEADERSHIP PLANNED AND EXECUTED A JUNIOR LEADER SOLARIUM AT THE 2022 LANPAC SYMPOSIUM IN HONOLULU, HAWAII. THIS FORUM INCLUDED 98 U.S. ARMY LEADERS WITH THE ADDITION OF ALLIES AND PARTNERS FROM ACROSS THE INDO-PACIFIC. THE SOLARIUM PARTICIPANTS WERE EXPOSED TO DYNAMIC SPEAKERS, PANELS, AND SMALL GROUP EXERCISES THAT FOCUSED ON BUILDING TRUST / MORAL LEADERSHIP, STRATEGIC EMPATHY, AND TALENT MANAGEMENT. 6040609 1424027 1810330 25326240 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 100 0 115 1 1 1 1 KU PM 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA WA WV WI X MANISHA PATEL 7039072643 2425 WILSON BOULEVARD ARLINGTON VA 22201 PHEBE N NOVAKOVIC CHAIRMAN 1.00 X X 0 0 0 THOMAS W RABAUT DEPUTY CHAIRMAN 1.00 X X 0 0 0 JACK L TILLEY DIRECTOR 1.00 X 0 0 0 SCOTT T GREENE DIRECTOR 1.00 X 0 0 0 THOMAS ARSENEAULT DIRECTOR 1.00 X 0 0 0 WILLIAM M BROWN DIRECTOR 1.00 X 0 0 0 LEANNE CARET DIRECTOR 1.00 X 0 0 0 RUDY DELEON DIRECTOR 1.00 X 0 0 0 PATRICIA P HICKERSON DIRECTOR 1.00 X 0 0 0 LARRY R JORDAN DIRECTOR 1.00 X 0 0 0 LEROY A PETRY DIRECTOR 1.00 X 0 0 0 DENNIS J REIMER DIRECTOR 1.00 X 0 0 0 JACK C STULTZ DIRECTOR 1.00 X 0 0 0 CARL E VUONO DIRECTOR 1.00 X 0 0 0 PHYLLIS J WILSON DIRECTOR 1.00 X 0 0 0 MARK C ROUALET DIRECTOR 1.00 X 0 0 0 ANDY HOVE DIRECTOR 1.00 X 0 0 0 MITCH SNYDER DIRECTOR 1.00 X 0 0 0 ROBERT B BROWN PRESIDENT & CEO 38.00 X 331655 0 27286 CARTER F HAM PRESIDENT & CEO - LEFT 10/1/2021 38.00 X 722183 0 724883 MANISHA PATEL TREASURER & CFO 38.00 X 210982 0 51863 ANN BELYEA CHIEF OF STAFF/CORPORATE SECRETARY 38.00 X 147353 0 28821 GUY C SWAN VP, EDUCATION 38.00 X 303641 0 25443 DANIEL DAILEY VP, NCO 38.00 X 200836 0 19657 JOHN HALEY VP, MEMBERSHIP 38.00 X 161036 0 11776 HARRY ROTHMANN CHIEF TECHNICAL OFFICER 38.00 X 193328 0 52734 RICHARD MAZE EDITOR-IN-CHIEF 38.00 X 192220 0 30130 ALISON FRENCH CHIEF HUMAN RESOURCES OFFICER 38.00 X 163617 0 47140 ALEX BRODY DIRECTOR, MEETINGS 38.00 X 151831 0 29619 JOHN DAVIES DIRECTOR, MEMBERSHIP 38.00 X 149229 0 18417 PATRICIA MCQUISTION VP, MEMBERSHIP/MEETINGS, LEFT 01/21 0.00 X 347752 0 1908 3275663 0 1069677 25 1 1 0 COGES 65 RUE DE COURCELLES PARIS FR 75008 EXHIBIT SPACE 1112077 FREEMAN DECORATING PO BOX 650519 DALLAS TX 75265 EVENT SERVICES/AV/DECORATIONS 1030861 ARAMARK SPORTS & ENTERTAINMENT 801 MT VERNON PL NW WASHINGTON DC 20001 EVENT SERVICES/CATERING 494399 WALTER E WASHINGTON CONVENTION CENTER 801 MT VERNON PL NW WASHINGTON DC 20001 EXHIBIT SPACE 412867 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 MAGAZINE PRODUCTION 389649 20 499329 1678500 3921652 19310 6099481 ANNUAL MEETINGS 900099 15526323 15526323 MEMBERSHIP DUES 900099 4488448 4488448 SYMPOSIA & OTHER MEETINGS 900099 4456457 4456457 ADVERTISING 541800 1756216 1519635 236581 26227444 929520 929520 334331 334331 907645 182040 648739 321182 258906 -139142 119764 -139142 258906 13906503 13257323 649180 649180 649180 719264 499329 665780 53484 53484 54114 15488 38626 38626 88164 88164 88164 34539994 24509854 1380493 2550166 2192300 2192300 415460 415460 3211795 2314661 897134 6866436 5007607 1858829 285477 207425 78052 562994 409541 153453 644446 468248 176198 103665 67432 36233 79013 79013 11593 11593 392717 392717 349212 292483 56729 822658 807731 14927 650543 514490 106496 29557 2073776 1801852 271924 1286500 808246 478254 763339 729562 33777 6294776 6287143 7633 3328 3328 1719431 1719431 338995 338666 329 140748 80438 60310 PRINTING/PUBLICATIONS 420780 420780 CREDIT CARD FEES 338287 338287 TAXES 107738 107738 DUES AND SUBSCRIPTIONS 70758 67165 3593 55612 25699 29913 30202377 25326240 4831653 44484 13184338 20396204 11239187 9695087 13480651 2448368 490042 449286 59519 55484 1211950 1402044 32538671 18639364 13253196 13899307 64655066 62664522 229292 134191 117803241 111144493 2254365 4671743 872684 672694 19909959 21021968 1678500 34466 34466 24749974 26400871 X 92643317 84283938 409950 459684 93053267 84743622 117803241 111144493 X 4337617 -12092732 -554530 X 0 1 X 1 0 X 1396864 5245349 4284342 7153265 6099481 24179301 10704481 27694988 21577740 17565315 24761923 102304447 259283 259283 12101345 33199620 25862082 24718580 30861404 126743031 307 21583 39402 38190 60010 159492 846434 10553823 579395 58923 410005 12448580 846741 10575406 618797 97113 470015 12608072 114134959 1414434 3186541 2028822 1988724 2171496 10790017 1414434 3186541 2028822 1988724 2171496 10790017 290675 332 53484 344491 4884 43885 25110 88164 162043 13806454 36391045 27934789 26732746 33174548 138039582 0.82680 0.80630 0.07820 0.08560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11593 11593 29333876 29345469 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 14427 9613 6322 11593 41955 250000 250000 250000 250000 1000000 1500000 17575288 17575288 28434404 99200 620388 11540712 37992 17575288 455285 455285 22065822 10629641 11436181 1947888 1689460 258428 8069676 6320263 1749413 13899307 TENANT DEPOSITS 34466 34466 X 20367494 -12092732 7249 -12085483 32452977 386553 1700464 2087017 34539994 28572303 2150342 2150342 26421961 386553 3393863 3780416 30202377 PART V, LINE 4: THE BOARD OF DIRECTORS VOTED TO REMOVE ALL RESTRICTIONS FROM THE QUASI-ENDOWMENT. THE FUNDS ARE NOW UNRESTRICTED. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT FOR INCOME FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE, WHICH PRIMARILY INCLUDES THE ASSOCIATION'S ADVERTISING ACTIVITIES. AN IMMATERIAL PROVISION FOR INCOME TAXES WAS RECORDED DURING THE YEAR ENDED JUNE 30, 2022 AND 2021, RELATED TO THE ASSOCIATION'S ADVERTISING. THE ASSOCIATION IS NOT A PRIVATE FOUNDATION PURSUANT TO SECTION 509(A)(2) OF THE IRC. THE ASSOCIATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION FROM CHAPTERS 7,249. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE FROM UNAUDITED DIVISIONS 3,351,653. SPECIAL EVENT EXPENSES -665,780. RENTAL EXPENSES -969,921. COST OF GOODS SOLD -15,488. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 15,488. SPECIAL EVENT EXPENSES 665,780. RENTAL EXPENSE 969,921. LOCAL ORGANIZATION SUPPORT 499,153. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM UNAUDITED DIVISIONS 3,393,863. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 4 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 1308 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 732 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 3 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 855 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS 14709 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 44 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 86728 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 80826 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 9 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 24996 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 INVESTMENTS 25656 0 60 0 0 0 60 235810 0 235810 0 0 0 0 0 1 PART III ACCOUNTING METHOD: FISHER HOUSE GALA 206469 133233 73236 73236 GINGERBREAD BALL 133404 35701 97703 97703 37 855788 328312 527476 473631 1195661 497246 698415 644570 644570 53845 1 ARMY EMERGENCY RELIEF 2530 CRYSTAL DRIVE SUITE 13161 ARLINGTON VA 22202 530196552 501(C)(3) 1000000 0 TO ADDRESS FOOD INSECURITY THAT HAS AFFECTED SOLDIERS AND FAMILIES ACROSS THE ARMY ARMED SERVICES YMCA EL PASO 7060 COMINGTON STREET EL PASO TX 79930 741146782 501(C)(3) 100000 0 TO ADDRESS FOOD INSECURITY THAT HAS AFFECTED SOLDIERS AND FAMILIES ACROSS THE ARMY ARMED SERVICES YMCA FORT CAMPBELL 207 ILLINOIS AVENUE FORT CAMPBELL KY 42223 363274346 501(C)(3) 100000 0 TO ADDRESS FOOD INSECURITY THAT HAS AFFECTED SOLDIERS AND FAMILIES ACROSS THE ARMY ARMED SERVICES YMCA HAWAII 1260 PIERCE STREET SUITE 145 PEARL HARBOR HI 96860 990075037 501(C)(3) 25000 0 TO ADDRESS FOOD INSECURITY THAT HAS AFFECTED SOLDIERS AND FAMILIES ACROSS THE ARMY US ARMY MILITARY DISTRICT OF WASHINGTON (MDW) ARMY TEN-MILER FUND 102 THIRD AVENUE SW BLDG 39 SUITE 2 WASHINGTON DC 20319 DOD 40000 0 SPONSORSHIP OF THE ARMY TEN-MILER US ARMY INSTALLATION MANAGEMENT COMMAND'S G9 FAMILY AND MORALE WELFARE A 2455 REYNOLDS ROAD FORT SAM HOUSTON TX 78234 DOD 12500 0 SPONSORSHIP OF THE ARMY BIRTHDAY BALL NATIONAL VETERANS NETWORKTIDES CENTER PO BOX 1221 TORRANCE CA 90505 943213100 501(C)(3) 7500 0 SPONSORSHIP OF CELEBRATION IN HONOR OF THE JAPANESE AMERICAN WWII SOLDIERS WHO WILL BE FEATURED IN NMUSA ARMY WAR COLLEGE FOUNDATION 122 FORBES AVENUE CARLISLE PA 17013 232034407 501(C)(3) 5613 0 SPONSORSHIP OF INDUSTRY DAY EVENT FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PARKWAY SUITE 410 ROCKVILLE MD 20852 113158401 501(C)(3) 118508 0 TO SUPPORT BUILDING COMFORT HOMES WHERE MILITARY & VETERAN FAMILIES CAN STAY MILITARY ORDER OF THE PURPLE HEART OF THE USA (DEPT OF FLORIDA) 2036 LAKE VIEW AVENUE CHULUOTA FL 32766 237153245 501(C)(3) 12000 0 SUPPORT OF A FUNDRAISER IN LINE WITH THEIR MISSION FT GORDON CHRISTMAS HOUSE PO BOX 7030 FT GORDON GA 30905 821801383 501(C)(3) 10514 0 HOLIDAY DONATION TO SUPPORT FT GORDON MILITARY COMMUNITY VALERO ENERGY FOUNDATION INC PO BOX 1336 SAN ANTONIO TX 78295 742904514 501(C)(3) 7000 0 GOLF TOURNAMENT FUNDRAISING DONATION FOR IMPROVED QUALITY OF MILITARY FAMILIES ARMY SCHOLARSHIP FOUNDATION INC 5940 MELETIO LANE DALLAS TX 75230 742996331 501(C)(3) 10000 0 TO PROVIDE ACADEMIC SCHOLARSHIPS TO THE CHILDREN OF SOLIDIERS OPERATION ONCE IN A LIFETIME PO BOX 7970522 DALLAS TX 75379 208948979 501(C)(3) 6000 0 TO SUPPORT THE ORGANIZATIONS MISSION OF PROVIDING ONCE-IN-A-LIFETIME EXPERIENCES TO OUR MILITARY AS WELL AS EMERGENCY FINANCIAL ASSISTANCE THROUGH MULTIPLE PROGRAMS US NAVAL SEA CADETS CORPS RADM CHARLES W PARKS BATTALION ARMY CAMP PARKS 1001-1133 12TH STREET DUBLIN CA 94568 471342616 501(C)(3) 9892 0 TO SUPPORT YOUTH PROGRAMS SOME GAVE ALL THE JOEY GRAVES FOUNDATION 5779 CUTTER LOOP DISCOVERY BAY CA 94505 270176739 501(C)(3) 9000 0 TO SUPPORT ACTIVE MILITARY AND VETERAN ORGANIZATIONS ARMY PUBLIC AFFAIRS OFFICE 9820 FLAGLER ROAD BUILDING 269 FORT BELVOIR VA 22060 DOD 12000 0 TO SUPPORT THE SGM DAWN KILPATRICK MEMORIAL AUSA SCHOLARSHIP (3 RECIPIENTS) 17 0 AUSA CHAPTER SCHOLARSHIPS 252 273460 AUSA COMPLETED COURSEWORK SCHOLARSHIP 8 20000 DELTA DENTAL SCHOLARSHIP 10 20000 GEN JACK N. MERRITT SCHOLARSHIP 2 10000 LEON VAN AUTREVE SCHOLARSHIP 8 50000 NICHOLAS D. CHABRAJA SCHOLARSHIP 6 30000 ROTC SCHOLARSHIP 3 12000 PART I, LINE 2: UPON AWARDING OF SCHOLARSHIP, AUSA REQUESTS SUPPORTING DOCUMENTATION OF PAYMENT FOR QUALIFYING TUITION FROM SCHOLARSHIP AWARDEE. IF NO SUPPORTING DOCUMENTATION IS PROVIDED, OR IF SUPPORTING DOCUMENTATION IS NOT FOR A QUALIFIED SCHOLARSHIP EXPENSE, AUSA SENDS A 1099 FOR OTHER INCOME. PART II, LINE 1, COLUMN (A): NAME OF ORGANIZATION OR GOVERNMENT: U.S. ARMY INSTALLATION MANAGEMENT COMMAND'S G9 FAMILY AND MORALE, WELFARE AND RECREATION DIVISION (FAMILY AND MWR) ON BEHALF OF THE U.S. ARMY MORALE, WELFARE, AND RECREATION FUND (AMWRF) X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 CARTER F HAM PRESIDENT & CEO - LEFT 10/1/2021 334048 0 387500 0 635 0 723200 0 1683 0 1447066 0 0 0 ROBERT B BROWN PRESIDENT & CEO 329435 0 0 0 2220 0 23200 0 4086 0 358941 0 0 0 PATRICIA MCQUISTION VP, MEMBERSHIP/MEETINGS, LEFT 01/21 47692 0 300000 0 60 0 1908 0 0 0 349660 0 0 0 GUY C SWAN VP, EDUCATION 290009 0 0 0 13632 0 23200 0 2243 0 329084 0 0 0 MANISHA PATEL TREASURER & CFO 185019 0 25000 0 963 0 15278 0 36585 0 262845 0 0 0 HARRY ROTHMANN CHIEF TECHNICAL OFFICER 192296 0 0 0 1032 0 15877 0 36857 0 246062 0 0 0 RICHARD MAZE EDITOR-IN-CHIEF 189657 0 0 0 2563 0 15259 0 14871 0 222350 0 0 0 DANIEL DAILEY VP, NCO 199672 0 0 0 1164 0 16000 0 3657 0 220493 0 0 0 ALISON FRENCH CHIEF HUMAN RESOURCES OFFICER 146939 0 15000 0 1678 0 12127 0 35013 0 210757 0 0 0 ALEX BRODY DIRECTOR, MEETINGS 145865 0 5000 0 966 0 11959 0 17660 0 181450 0 0 0 ANN BELYEA CHIEF OF STAFF/CORPORATE SECRETARY 110186 0 35000 0 2167 0 9204 0 19617 0 176174 0 0 0 JOHN HALEY VP, MEMBERSHIP 160131 0 0 0 905 0 10494 0 1282 0 172812 0 0 0 JOHN DAVIES DIRECTOR, MEMBERSHIP 142838 0 4000 0 2391 0 11762 0 6655 0 167646 0 0 0 PART I, LINE 1A GUY C. SWAN RECEIVED HEALTH OR SOCIAL CLUB DUES/INITIATION FEES TOTALING $8,298. GUY C. SWAN ALSO RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TOTALING $2,743. THESE PAYMENTS WERE INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 4B GENERAL CARTER F. HAM RECEIVED PAYMENTS OF $700,000 FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PART I, LINE 7 THE PRESIDENT & CEO, TREASURER & CFO, CHIEF OF STAFF/CORPORATE SECRETARY, VP OF MEMBERSHIP & MEETINGS, CHIEF HUMAN RESOURCES OFFICER, DIRECTOR OF MEETINGS, AND DIRECTOR OF MEMBERSHIP RECEIVED BONUSES BASED ON PERFORMANCE. GORDON R SULLIVAN FORMER PRESIDENT LIFE INSURANCE POLICY X 600000 449286 0 1 1 449286 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DURING PERIODS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS SHALL ACT THROUGH AN EXECUTIVE COMMITTEE WHICH MAY EXERCISE THE AUTHORITY OF BOARD OF DIRECTORS EXCEPT AS SPECIFICALLY LIMITED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN OF THE BOARD OF DIRECTORS, DEPUTY CHAIRMAN, AND OTHER BOARD DIRECTORS NOMINATED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. A MAJORITY OF THE COMMITTEE SHALL CONSTITUTE A QUORUM. MINUTES OF ALL MEETINGS OF THE COMMITTEE SHALL BE PROVIDED TO EACH BOARD MEMBER AND PRESENTED AT THE FOLLOWING BOARD OF DIRECTORS MEETING AND APPROVED BY THE FULL BOARD. EX OFFICIO MEMBERS (PRESIDENT/CEO AND REGION PRESIDENTS) ARE NO LONGER VOTING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THREE MEMBERSHIP CLASSES: INDIVIDUAL, COMMUNITY AND INDUSTRY PARTNER, AND ASSOCIATION MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE CHAIRMAN APPOINTS A 3 MEMBER NOMINATING COMMITTEE FROM AMONG THE BOARD OF DIRECTORS FOR THE PURPOSE OF PROVIDING A SLATE OF NOMINEES FOR VACANT POSITIONS ON THE BOARD. THE NOMINATING COMMITTEE SUBMITS A SLATE SELECTED FROM MEMBERSHIP OF AT LEAST ONE NOMINEE FOR EACH VACANT POSITION. AFTER PUBLICATION OF THE SLATE, ADDITIONAL CANDIDATES MAY BE NOMINATED. BALLOTS WILL BE COUNTED UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B INDIVIDUAL MEMBERS HAVE THE RIGHT TO VOTE IN ELECTIONS AND CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND THEN REVIEWED BY THE TREASURER/CFO AND PRESIDENT/CEO OF AUSA. A COMPLETE COPY OF THE DRAFT RETURN IS SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE EXPECTED TO CONDUCT THEMSELVES AND THE AFFAIRS OF AUSA IN A MANNER THAT REFLECTS THE HIGHEST STANDARDS OF ETHICAL CONDUCT, AND IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL LAWS AND REGULATIONS. THIS INCLUDES AVOIDING REAL AND POTENTIAL CONFLICTS OF INTEREST. WHEN EMPLOYEES ARE UNSURE WHETHER A CERTAIN TRANSACTION ACTIVITY, OR RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST, THEY ARE DIRECTED TO DISCUSS THE SITUATION WITH THEIR SUPERVISOR OR A MEMBER OF MANAGEMENT FOR CLARIFICATION. FAILURE TO ADHERE TO THE POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICT OR SEEK AN EXCEPTION TO THE POLICY, MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, CHAIRED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS DETERMINES THE CEO & KEY EMPLOYEES' SALARIES. A COMPENSATION STUDY PERFORMED BY AN EXECUTIVE COMPENSATION CONSULTANT WAS USED FOR COMPARABILITY DATA. THE DECISION IS DOCUMENTED IN THE MINUTES. THE MOST RECENT YEARS IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WERE DECEMBER 2018 AND DECEMBER 2021. THE PRESIDENT/CEO DETERMINES THE SALARIES OF THE TREASURER/CFO AND THE CHIEF OF STAFF/CORPORATE SECRETARY. A COMPENSATION STUDY ON ALL STAFF, REVIEWED BY A CONSULTANT WAS USED FOR COMPARABILITY DATA. THE MOST RECENT YEARS IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WERE OCTOBER 2021 AND OCTOBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS ARE POSTED ON THE AUSA WEBSITE AND THE CONFLICT OF INTEREST POLICY IS IN THE EMPLOYEE HANDBOOK ON THE WEBSITE. FORM 990, PART XI, LINE 9: DECREASE IN PENSION OBLIGATION -554,530.