2022-05-11T16:03:44-05:00 2021-06-30 842953567 TRIMNERBECKHAM PLLC 1750 TYSONS BLVD SUITE 1500 MCLEAN VA 22102 990 2020-07-01 530193361 ASSOCIATION OF THE UNITED STATES ARMY ASSO 7038414300 2425 WILSON BOULEVARD ARLINGTON VA 22201 GENERAL ROBERT B BROWN PRESIDENT & CEO 7038414300 2022-05-11 1 GENERAL ROBERT B BROWN XXX-XX-XXXX DAVID TRIMNER P00444822 7036631756 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GENERAL ROBERT B BROWN 2425 WILSON BOULEVARD ARLINGTON VA 22201 64687431 0 X WWW.AUSA.ORG X 1950 VA AUSA, A NONPROFIT EDUCATIONAL, PROFESSIONAL DEVELOPMENT ASSOCIATION, PROVIDES A VOICE FOR THE ARMY. 20 20 95 1237 1040434 0 3554259 7153265 23271572 18759286 1467509 7419538 -678270 287714 27615070 33619803 818107 1462239 0 0 9574783 9528845 0 0 37015 13290462 11402526 23683352 22393610 3931718 11226193 92353784 117803241 21013911 24749974 71339873 93053267 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 8271310 500000 13522503 AUSA MEETINGS:AUSA HOSTS NUMEROUS EDUCATIONAL AND PROFESSIONAL DEVELOPMENT EVENTS THROUGHOUT THE YEAR, INCLUDING:1. BREAKFAST SERIES THAT FEATURES SENIOR ARMY AND GOVERNMENT LEADERS WHO PROVIDE UPDATES ON KEY ISSUES. (ALL IN-PERSON EVENTS WERE CANCELED.)2. HOT TOPICS SERIES WHICH PROVIDES AN IN-DEPTH EXPLORATION OF ARMY REQUIREMENTS AND CHALLENGES, AS WELL AS A FOCUSED DISCUSSION ON FUTURE NEEDS AND STRATEGIES. (ALL IN-PERSON EVENTS WERE CANCELED.) IN ADDITION, WE ORGANIZED SEVERAL DOMESTIC AND INTERNATIONAL EVENTS, INCLUDING: -2020 AUSA NOW (FIRST EVER VIRTUAL AUSA ANNUAL MEETING) A PROFESSIONAL DEVELOPMENT FORUMMUCH LIKE OUR IN-PERSON ANNUAL MEETING, AUSA NOW PROVIDED UNIQUE OPPORTUNITIES TO CONNECT WITH THE ARMY AND DEFENSE INDUSTRY LEADERS THROUGH INFORMATIVE, RELEVANT PRESENTATIONS, FORUMS, AND PANEL DISCUSSIONS AS WELL AS A CHANCE TO NETWORK WITH FELLOW ATTENDEES, EXHIBITORS, AND PRESENTERS. HIGHLIGHTS: 20,000+ REGISTRANTS PARTICIPANTS FROM 70 COUNTRIES 500+ EXHIBITORS 450+ SPEAKERS 138 SESSIONS 16.9 MILLION UNIQUE USERS EXPOSED TO #AUSA NOW ON TWITTER. 260 REGISTERED MEDIA PERSONNEL REPRESENTING 110 MEDIA OUTLETS-2021 IDEX INTERNATIONAL DEFENSE EXHIBITION AND CONFERENCE - CANCELLEDUSA SECURITY AND DEFENSE PAVILION HELD EVERY OTHER YEAR AT THE ABU DHABI NATIONAL EXHIBITION CENTRE (ADNEC) IN ABU DHABI, UAE, IDEX IS ONE OF THE LARGEST DEFENSE EXPOSITIONS IN THE WORLD. IN 2019, 100,000 PEOPLE PARTICIPATED IN THIS EVENT, INCLUDING MORE THAN 1,000 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 AMERICAN EMBASSY. AUSA SELLS EXHIBIT SPACE TO INTERESTED BUSINESSES AND MANAGES THE PROGRAM CONTENT OF THE USA SECURITY AND DEFENSE PAVILION. AUSA CANCELED ITS PARTICIPATION IN THIS EVENT DUE TO COVID RESTRICTIONS.-2021 AUSA GLOBAL FORCE NEXT A PROFESSIONAL DEVELOPMENT FORUMTHIS IMPORTANT THREE-DAY VIRTUAL EVENT FOCUSED ON ARMY MODERNIZATION EFFORTS AND THE ARMY FUTURES COMMAND'S EIGHT CROSS FUNCTIONAL TEAMS (CFTS): LONG RANGE PRECISION FIRES NEXT GENERATION COMBAT VEHICLES FUTURE VERTICAL LIFT AIR & MISSILE DEFENSE ARMY NETWORK ASSURED POSITION, NAVIGATION, AND TIMING SOLDIER LETHALITY SYNTHETIC TRAINING ENVIRONMENTTHE EIGHT CFT PANELS PROVIDED UPDATES ON FUTURE ENDEAVORS THEY ARE UNDERTAKING TO CONTINUE THE ARMY'S DRIVE TO MODERNIZE THE FORCE. A NINTH PANEL INCLUDED UPDATES ON RELATED TOPICS TO FOREIGN MILITARY SALES. -2021 AUSA LANPAC SYMPOSIUM & EXPOSITION CANCELLEDA PROFESSIONAL DEVELOPMENT FORUMHELD EACH YEAR AT THE 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. THE 2021 AUSA LANPAC SYMPOSIUM WAS CANCELED DUE TO COVID. 4067565 740648 4019418 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 MORE THAN $700,000, 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. 2555966 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 AND EVENTS THAT ARE DESIGNED TO FOCUS THE DEFENSE DEBATE ON ISSUES OF IMPORTANCE TO THE NATION'S SECURITY AND 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 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 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, 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. 2633909 1240759 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. 665499 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 ENLIST INTO THE ARMY TO SERVE FOR A SPECIFIED PERIOD OF SERVICE. NCO AND SOLDIER PROGRAMS DEVELOP EDUCATIONAL, LEADERSHIP, MENTORING, AND PROFESSIONAL DEVELOPMENT MATERIALS SUITED FOR THE YOUNG ENLISTED 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, ON-LINE PROFESSIONAL FORUM TITLED THE NOON REPORT, AND SENIOR NCO LECTURES FOCUSING ON TOPICS RELEVANT TO THE ENLISTED FORCE. NCO AND SOLDIER PROGRAMS PROVIDE THE EDUCATIONAL MATERIALS NEEDED BY TODAY'S PROFESSIONAL SOLDIERS TO REMAIN COMPETITIVE FOR ADVANCEMENT AND TO SERVE SUCCESSFULLY IN POSITIONS OF INCREASED RESPONSIBILITY IN MORE THAN 145 OCCUPATIONAL SPECIALITIES. NCO AND SOLDIER PROGRAMS ADD TO CURRENT DOCTRINAL PUBLICATIONS THE WISDOM OF MANY DECADES WORTH OF HANDS-ON LEADERSHIP EXPERIENCE NEEDED BY DEVELOPING NCOS. ALL THE NCO AND SOLDIER PROGRAM PUBLICATIONS PROVIDE SENIOR AND ALLIED LEADERS WITH THE NECESSARY TOOLS NEEDED FOR THE PROFESSIONAL DEVELOPMENT AND GROWTH OF YOUNG NCO LEADERS IN THEIR RESPECTIVE ORGANIZATIONS DEPLOYED GLOBALLY. NCO AND SOLDIER PROGRAMS ENABLE PROFESSIONAL DEVELOPMENT EVENTS FOCUSED ON NCOS AND SOLDIERS THROUGHOUT ALL 120 CHAPTERS AND AUSA'S PRINCIPLE MEETINGS CONDUCTED ANNUALLY THROUGHOUT THE YEAR. 685353 221591 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. 3984761 221591 1240759 18879602 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 1 106 0 95 1 1 1 1 KU PM 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 DAVID H OHLE DIRECTOR 1.00 X 0 0 0 PHILIP E SAKOWITZ 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 FRANK A ST JOHN 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 CARTER F HAM PRESIDENT & CEO 38.00 X 453965 0 25043 ANN BELYEA CORPORATE SECRETARY 38.00 X 110597 0 24453 MANISHA PATEL TREASURER & CFO 38.00 X 166854 0 49193 PATRICIA E MCQUISTION VP, MEMBERSHIP & MEETINGS 38.00 X 303095 0 25948 GUY C SWAN VP, EDUCATION 38.00 X 299568 0 24752 DANIEL DAILEY VP, NCO 38.00 X 196327 0 20193 RICHARD MAZE EDITOR-IN-CHIEF 38.00 X 196730 0 30794 HARRY ROTHMANN CHIEF TECHNICAL OFFICER 38.00 X 195553 0 51769 CARLO KATINDIG CHIEF OF ADMINISTRATIVE SERVICES 38.00 X 161878 0 20470 DANIEL ROPER DIRECTOR, NATIONAL SECURITY STUDIES 38.00 X 150322 0 14398 ALEX BRODY DIRECTOR, MEETINGS 38.00 X 149063 0 30833 KENNETH PRESTON VP, NCO LEFT 01/2020 0.00 X 238184 0 1802 2622136 0 319648 26 1 1 0 IDEX LLC PO BOX 5546 ABU DHABI AE EXHIBIT SPACE 2627593 NETRONIX 5 EXECTIVE CT UNIT 2 SOUTH BARRINGTON IL 60010 EVENT MANAGEMENT 569025 COGES 65 RUE DE COURCELLES PARIS FR 75008 EXHIBIT SPACE 512376 HBW GROUP 1055 FIRST STREET SUITE 200 ROCKVILLE MD 20850 CONSTRUCTION SERVICES 423278 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 MAGAZINE PRODUCTION 386743 14 252251 2967534 3933480 2760 7153265 ANNUAL MEETINGS 900099 11171678 504666 10667012 MEMBERSHIP DUES 900099 4019418 4019418 SYMPOSIA & OTHER MEETINGS 900099 2350825 2350825 ADVERTISING 541800 1217365 1217365 18759286 819124 819124 368771 368771 800829 26690 743586 203621 57243 -176931 -119688 -176931 57243 36565896 29965482 6600414 6600414 6600414 145066 252251 144734 332 332 23394 10205 13189 13189 25110 25110 25110 33619803 6888098 1040434 18538006 1053323 1053323 408916 408916 1935121 1401081 534040 5669878 4676347 993531 479583 383581 96002 855609 689546 166063 588654 470818 117836 114205 114205 68467 68467 334690 334690 898679 834445 64234 336744 326933 9811 534280 418894 88182 27204 1696622 1524595 172027 1297917 796564 501353 62263 15970 46293 4379314 4378283 1031 8668 8668 397369 397369 409862 409862 111851 46844 65007 PRINTING/PUBLICATIONS 413677 413677 CREDIT CARD FEES 134681 134681 DUES AND SUBSCRIPTIONS 80840 75511 5329 TAXES 77112 77112 45285 22362 22923 22393610 18879602 3476993 37015 12026981 13184338 2585067 11239187 2297968 13480651 528674 490042 63662 59519 2009919 1211950 30622612 17369416 14153633 13253196 58391300 64655066 296580 229292 92353784 117803241 3673319 2254365 539600 872684 11644840 19909959 1000000 1678541 1678500 2477611 34466 21013911 24749974 X 70907980 92643317 431893 409950 71339873 93053267 92353784 117803241 X 11226193 7674938 2812263 X 0 1 X 1 0 X 3555834 1396864 5245349 4284342 7153265 21635654 26815412 10704481 27694988 21577740 17565315 104357936 259283 259283 30371246 12101345 33199620 25862082 24718580 126252873 15971 307 21583 39402 38190 115453 2028547 846434 10553823 579395 58923 14067122 2044518 846741 10575406 618797 97113 14182575 112070298 3268896 1414434 3186541 2028822 1988724 11887417 7445 7445 3276341 1414434 3186541 2028822 1988724 11894862 479854 290675 332 770861 4884 43885 25110 73879 34127441 13806454 36391045 27934789 26732746 138992475 0.80630 0.80220 0.08560 0.09150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6322 6322 22587741 22594063 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 2506 14427 9613 6322 32868 250000 250000 250000 250000 1000000 1500000 17575288 17575288 28434404 99200 620388 11540712 37992 17575288 33820379 3390 2158357 7525325 22397 28434404 455285 455285 20626283 9892359 10733924 1831149 1569321 261828 7709895 5907736 1802159 13253196 TENANT DEPOSITS 34466 34466 X 40589920 7674938 8877 7683815 32906105 334690 379008 713698 33619803 22395830 1621084 1621084 20774746 334690 1284174 1618864 22393610 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, 2021 AND 2020, 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: DISPOSAL OF FIXED ASSETS -1,423. CONTRIBUTION FROM CHAPTERS 10,300. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE FROM UNAUDITED DIVISIONS 1,481,154. SPECIAL EVENT EXPENSES -144,734. RENTAL EXPENSES -947,207. COST OF GOODS SOLD -10,205. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 10,205. SPECIAL EVENT EXPENSES 144,734. RENTAL EXPENSE 947,207. LOCAL ORGANIZATION SUPPORT 518,938. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM UNAUDITED DIVISIONS 1,282,751. DISPOSAL OF FIXED ASSETS 1,423. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 4 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 76 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2039 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 7 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 346 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS 12096 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 51 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 5999 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 103020 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 21 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 299 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 INVESTMENTS 22020 0 83 0 0 0 83 145895 0 145895 0 0 0 0 0 1 PART III ACCOUNTING METHOD: FISHER HOUSE GALA 96452 86761 9691 6901 TURKEY DROP HAM GRENADE 41468 32662 8806 2597 16 227526 125678 101848 113897 365446 245101 120345 123395 123395 -3050 1 ARMY MEDICAL DEPARTMENT MUSEUM FOUNDATION PO BOX 8294 SAN ANTONIO TX 78208 741979783 501(C)(3) 5300 DONATION OF ARMY OF THE POTOMAC SURGEON'S KIT ARMY SCHOLARSHIP FOUNDATION 11700 PRESTON ROAD SUITE 660-301 DALLAS TX 75230 742996331 501(C)(3) 8500 SCHOLARSHIPS FOR CHILDREN OF THOSE WHO SERVED AND SPOUSES OF ENLISTED SOLDIERS COLLEGE OPTIONS FOUNDATION 115 LLOYD AVENUE TYRONE GA 30290 030566869 501(C)(3) 5500 SPONSORSHIP OF THE JROTC LEADERSHIP AND ACADEMIC BOWL COMMAND AND GENERAL STAFF COLLEGE FOUNDATION 100 STIMSON AVENUE SUITE 1149 FT LEAVENWORTH KS 66027 204254979 501(C)(3) 5000 ARNSF PROGRAM ESTABLISHMENT FISHER HOUSE FOUNDATION 12300 TWINBROOK PARKWAY SUITE 410 ROCKVILLE MD 20852 113158401 501(C)(3) 102316 SUPPORT FOR WOUNDED WARRIORS AND VETS FORT GORDON CHRISTMAS HOUSE PO BOX 7030 FORT GORDON GA 30905 821801383 501(C)(3) 6410 SUPPORT FOR MILITARY FAMILIES RECEIVING CHRISTMAS GIFTS AND DONATIONS GUARDIAN ANGELS MEDICAL SERVICE DOGS 3251 NE 180TH AVENUE WILLISTON FL 32696 272667123 501(C)(3) 11500 SUPPORT FOR SERVICE DOGS FOR SOLDIERS AND VETERANS NATIONAL RANGER ASSOCIATION PO BOX 2511 COLUMBUS GA 31902 582023357 501(C)(3) 5000 BEST RANGER COMPETITION SUPPORT SOME GAVE ALL THE JOEY GRAVES FOUNDATION INC 5779 CUTTER LOOP DISCOVERY BAY CA 94505 270176739 501(C)(3) 5223 GENERAL SUPPORT OF OF GOLD STAR AND SERVICE MEMBER WELFARE US ARMY 105 ARMY PENTAGON WASHINGTON DC 20310 DOD 40000 FMV OIL PAINTINGS PORTRAIT OF THE HONORABLE RYAN D. MCCARTHY FOR PUBLIC DISPLAY IN THE PENTAGON US ARMY 101 ARMY PENTAGON WASHINGTON DC 20310 DOD 500000 PROFFER TO THE DEPARTMENT OF THE ARMY TO PROVIDE FOR THE ATTENDANCE OF ARMY PERSONNEL TO AUSA SYMPOSIA US NAVAL SEA CADETS CORPS RADM CW PARK BATTALION CAMP PARKS RFTA DUBLIN CA 94568 471342616 501(C)(3) 10000 GENERAL SUPPORT OF LEADERSHIP PROJECTS WEST POINT ASSOCIATION OF GRADUATES 698 MILLS ROAD WEST POINT NY 10996 141260763 501(C)(3) 10000 SUPPORT THE DEAN'S FACULTY DAY RESEARCH PANEL AT PROJECTS DAY, AS WELL AS FACULTY RESEARCH AND OTHER INITIATIVES 13 0 ARMY SCHOLARSHIPS - ADMIN BY AUSA 3 12000 AUSA CHAPTER SCHOLARSHIPS 268 234416 AUSA COMPLETED COURSEWORK SCHOLARSHIP 7 18000 DELTA DENTAL SCHOLARSHIP 10 20000 GEN JACK N. MERRITT SCHOLARSHIP 1 5000 JOSEPH P. AND HELEN T. CRIBBINS SCHOLARSHIP 2 20000 LEON VAN AUTREVE SCHOLARSHIP 8 50000 NICHOLAS D. CHABRAJA SCHOLARSHIP 6 30000 ROTC SCHOLARSHIP 3 12000 SERVICE DOG RECIPIENT 1 7500 FMV SERVICE DOG TO SERVICE MEMBER IN NEED 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. X X 1 1 X X X X X 1 0 0 0 0 0 0 1 0 CARTER F HAM PRESIDENT & CEO 451365 0 0 0 2600 0 22800 0 2243 0 479008 0 0 0 MANISHA PATEL TREASURER & CFO 164809 0 1000 0 1045 0 13598 0 35595 0 216047 0 0 0 PATRICIA E MCQUISTION VP, MEMBERSHIP & MEETINGS 300646 0 0 0 2449 0 22800 0 3148 0 329043 0 0 0 GUY C SWAN VP, EDUCATION 286937 0 0 0 12631 0 22509 0 2243 0 324320 0 0 0 DANIEL DAILEY VP, NCO 195848 0 0 0 479 0 15670 0 4523 0 216520 0 0 0 RICHARD MAZE EDITOR-IN-CHIEF 192167 0 2000 0 2563 0 15246 0 15548 0 227524 0 0 0 HARRY ROTHMANN CHIEF TECHNICAL OFFICER 193521 0 1000 0 1032 0 15864 0 35905 0 247322 0 0 0 CARLO KATINDIG CHIEF OF ADMINISTRATIVE SERVICES 135142 0 1000 0 25736 0 9092 0 11378 0 182348 0 0 0 DANIEL ROPER DIRECTOR, NATIONAL SECURITY STUDIES 148047 0 0 0 2275 0 11620 0 2778 0 164720 0 0 0 ALEX BRODY DIRECTOR, MEETINGS 147097 0 1000 0 966 0 11950 0 18883 0 179896 0 0 0 KENNETH PRESTON VP, NCO LEFT 01/2020 38093 0 200000 0 91 0 1802 0 0 0 239986 0 0 0 PART I, LINE 1A GUY C. SWAN RECEIVED HEALTH OR SOCIAL CLUB DUES/INITIATION FEES TOTALING $7,605. GUY C. SWAN ALSO RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TOTALING $2,426. THESE PAYMENTS WERE INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 4A CARLO KATINDIG, CHIEF OF ADMINISTRATIVE SERVICES, RECEIVED A SEVERANCE PAYMENT OF $25,279.45. PART I, LINE 7 VICE PRESIDENT OF NCO, EDITOR-IN-CHIEF, TREASURER & CFO, CHIEF TECHNICAL OFFICER, CHIEF OF ADMINISTRATIVE SERVICES, AND DIRECTOR OF MEETINGS RECEIVED BONUSES BASED ON PERFORMANCE. GORDON R SULLIVAN FORMER PRESIDENT LIFE INSURANCE POLICY X 600000 490042 0 1 1 490042 FORM 990, PART VI, SECTION A, LINE 1 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 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 APRIL 2019 AND OCTOBER 2021. 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: INCREASE IN PENSION OBLIGATION 2,812,263.