2022-09-26T10:04:37-05:00 2021-12-31 366055558 GRANT THORNTON LLP 1000 WILSON BOULEVARD SUITE 1400 ARLINGTON VA 22209 990 2021-01-01 131610451 UNITED SERVICE ORGANIZATIONS INC UNIT 7039086400 2111 WILSON BLVD 1200 ARLINGTON VA 22201 KRISTINE SHUMACK TREASURER, CFO 7039086400 2022-09-26 1 KRISTINE SHUMACK 999009999 MARY TORRETTA P00847851 7038477500 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JD CROUCH II 2111 WILSON BLVD 1200 ARLINGTON VA 22201 196452212 0 1291 X HTTP://WWW.USO.ORG X 1941 DC THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM (CONTINUED IN SCHEDULE O) CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. 38 37 963 16897 0 0 157161851 177913335 305242 363825 602811 384050 -17532 -284328 158052372 178376882 2157525 1740246 0 0 61542233 70813366 2079391 2382702 33518763 83776185 87087571 149555334 162023885 8497038 16352997 108560419 122875753 15534028 13985399 93026391 108890354 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 81064820 1623166 363828 USO CENTERS - SEE SCHEDULE O.THE FOCUS OF MUCH OF THIS NARRATIVE EXPLANATION OF USO OPERATIONS HAS RIGHTLY BEEN ON THE GREAT WORK THE USO TEAM HAS DONE TO SUPPORT OUR SERVICE MEMBERS AND THEIR FAMILIES OVER THE PAST YEAR. WHILE THIS WAS GOING ON, THE USO WAS ALSO ENGAGED IN AN IMPORTANT STRUCTURAL INITIATIVE LED BY THE USO BOARD OF GOVERNORS THAT CULMINATED AT THE END OF 2021. THE USO UNDERTOOK A DELIBERATE, COLLABORATIVE BOARD-LED INITIATIVE IN 2018 KNOWN INTERNALLY AS ONEUSO TO CONSOLIDATE ITS 19 SEPARATE 501C3 ORGANIZATIONS INTO A SINGLE, UNITED REGIONAL STRUCTURE. THE PURPOSE OF THIS INITIATIVE WAS TO MAXIMIZE THE USO'S SERVICE DELIVERY CAPABILITIES ACROSS THE GLOBE, MAXIMIZE ITS FUNDRAISING POTENTIAL AND INCREASE ITS ORGANIZATIONAL STRENGTH.AS A RESULT OF THIS INITIATIVE, THE USO IS NOW ABLE TO REACH AREAS IN THE CONTINENTAL UNITED STATES THAT WERE BEYOND THE ABILITY AND THE REMIT OF THE OLD STRUCTURE; RAISE FUNDS TO SUPPORT ITS MISSION ACROSS THE ENTIRE PANOPLY OF ITS PROGRAMS AND OFFERINGS IN AN INTEGRATED WAY; AND DRAW ON ORGANIZATION-WIDE RESOURCES, WHEN NEW NEEDS ARE IDENTIFIED OR WHEN TOUGH TIMES RETURN, TO SUSTAIN OPERATIONS IN THE FACE OF FISCAL OR OPERATIONAL CHALLENGES.TO THE SERVICE MEMBERS THE USO SERVES, THIS EFFORT WAS LARGELY OPAQUE AS THEY WERE GREETED BY "THE USO" WHEREVER THEY WENT IN THE SAME WAY: WITH EMPATHY, CARE, AND LOVE. BUT TO THE HUNDREDS OF USO EMPLOYEES AND THOUSANDS OF VOLUNTEERS, THE BOARD OF GOVERNORS VISION WILL ENSURE THAT THE USO IS SUSTAINED AND GROWS STRONGER AS THE NATIONAL TREASURE IT HAS BECOME EVER SINCE ITS CREATION IN 1941 AS THE ADVENT OF WORLD WAR II.USO CENTERSTHE USO PROVIDES PROGRAMS, ENTERTAINMENT AND SERVICES AT MORE THAN 275 LOCATIONS WORLDWIDE. USO OPERATIONS ARE LOCATED THROUGHOUT THE UNITED STATES (INCLUDING THE U.S. TERRITORY OF GUAM), AND IN COUNTRIES OVERSEAS, INCLUDING AUSTRALIA, CHAD, DJIBOUTI, GERMANY, HUNGRY, CYPRUS, ITALY, IRAQ, JAPAN, JORDAN, KENYA, KOREA, KUWAIT, NIGER, POLAND, QATAR, SAUDI ARABIA, SPAIN, TURKEY, UNITED ARAB EMIRATES, AND THE UNITED KINGDOM. USO OPERATES IN AIRPORTS, ON AND NEAR MILITARY BASES, AND IN COMBAT AND HARDSHIP ZONES. MOST USO LOCATIONS OPERATE OUT OF SPACE THAT IS PROVIDED FOR FREE OR AT GREATLY REDUCED RENT, ENABLING THE USO TO SAVE ON CRITICAL OPERATING EXPENSES.IN 2021 USO LOGGED MORE THAN 9.0 MILLION SERVICE INSTANCES. THE USO'S CENTERS PROVIDE A WARM AND COMFORTING PLACE WHERE SERVICE MEMBERS CAN CONNECT WITH LOVED ONES BACK HOME VIA INTERNET OR TELEPHONE, PLAY A VIDEO GAME, CATCH A MOVIE, HAVE A SNACK OR JUST PUT THEIR FEET UP AND RELAX. IN 2021, THE USO CELEBRATED THE OPENING OF SEVERAL NEW LOCATIONS INCLUDING FORT IRWIN NATIONAL TRAINING CENTER, CALIFORNIA; SALT LAKE CITY MILITARY ENTRANCE PROCESSING STATION (MEPS) AND SALT LAKE CITY INTERNATIONAL AIRPORT, UTAH; BUTTE MEPS, MONTANA; SAN ANTONIO WARRIOR FAMILY AND SUPPORT CENTER, TEXAS; DALLAS LOVE FIELD AIRPORT CENTER, TEXAS; DES MOINES AIR NATIONAL GUARD BASE, IOWA; MARSEILLES TRAINING CENTER, ILLINOIS; NAVAL SUBMARINE BASE NEW LONDON, CONNECTICUT; PITTSBURG INTERNATIONAL AIRPORT, PENNSYLVANIA; CAMP SHELBY JOINT FORCES TRAINING CENTER, MISSISSIPPI; POWIDZ AIR BASE, POLAND; MORAN AIR BASE, SPAIN; ROYAL AIR FORCE AKROTIRI, CYPRUS; CAMP SIMBA, KENYA; NIGER AIR BASE, NIGER; SPANGDAHLEM PAX TERMINAL, GERMANY; ROYAL AIR FORCE LAKENHEATH, UNITED KINGDOM; INCIRLIK AIR BASE (SITE K), TURKEY; ROYAL AIR FORCE INNSWORTH, UNITED KINGDOM; CAMP CARROLL, REPUBLIC OF KOREA. IN ADDITION TO THESE CENTERS, THE USO RENOVATED TRAVIS AIR FORCE BASE, CALIFORNIA; SEA-TAC AIRPORT, WASHINGTON; HARSTFIELD-JACKSON INTERNATIONAL AIRPORT, GEORGIA; CORRY STATION, FLORIDA; DOVER AIR FORCE BASE (AMC TERMINAL) DELAWARE; NAVAL STATION GREAT LAKES, ILLINOIS. IN 2021, USO CENTERS AT VARPALOTA TRAINING AREA, HUNGARY; BAGRAM AIR BASE PAT TILLMAN MEMORIAL, AFGHANISTAN; HAMID KARZAI INTERNATIONAL AIRPORT, AFGHANISTAN; SAN ANTONIO DOWNTOWN CENTER, TEXAS; MUSCATATUCK URBAN TRAINING CENTER, INDIANA CLOSED THEIR DOORS. WARRIOR AND FAMILY CENTER PROGRAMS AND SERVICESTHE USO HAS FOUR LOCATIONS THAT PRIMARILY SERVE WOUNDED, ILL AND INJURED SERVICE MEMBERS, THEIR FAMILIES AND CAREGIVERS. OPENED IN 2008, THE USO WARRIOR CENTER AT LANDSTUHL REGIONAL MEDICAL CENTER (LRMC) IN GERMANY PROVIDES A HOME AWAY FROM HOME FOR WOUNDED SERVICE MEMBERS, MANY OF WHOM VISIT MULTIPLE TIMES DAILY BETWEEN MEDICAL APPOINTMENTS. A WIDE SPECTRUM OF PROGRAMS AND ACTIVITIES ARE ALWAYS AVAILABLE, INCLUDING HOME-COOKED MEALS AND FAMILY-STYLE COOKOUTS.THE TWO ADDITIONAL LOCATIONS OPERATE NEAR WASHINGTON, D.C.: THE USO WARRIOR AND FAMILY CENTER AT NAVAL SUPPORT ACTIVITY BETHESDA IN MARYLAND AND THE USO WARRIOR AND FAMILY CENTER AT FORT BELVOIR, VIRGINIA. THE FACILITIES OFFER A COMPREHENSIVE ARRAY OF SPECIALIZED SERVICES AND PROGRAMS IN A SUPPORTIVE, HOME-LIKE SETTING. CREATED FOR OUR NATION'S HEALING HEROES AND THEIR FAMILIES, THE CENTERS FEATURE CLASSROOMS, SPORTS LOUNGES, COMMUNAL KITCHEN AND EATING AREAS, BUSINESS CENTERS, HEALING GARDENS AND MORE. THE MOST RECENT LOCATION IS THE USO WARRIOR FAMILY SUPPORT CENTER ON BROOKE ARMY MEDICAL CENTER'S CAMPUS IN SAN ANTONIO, TX. THE MORE THAN 13,000-SQUARE-FOOT FACILITY OFFERS A COMPREHENSIVE ARRAY OF SPECIALIZED SERVICES AND PROGRAMS IN A SUPPORTIVE HOME-LIKE SETTING AND INCLUDES A CLASSROOM, THEATER ROOM, LIVING ROOM, COMMUNAL KITCHEN, DINING AREA, HEALING GARDENS AND MORE. MOBILE USO DUBBED "USO CENTERS ON WHEELS," THIS FLEET OF VEHICLES TAKES OUR SERVICES OUT ON THE ROAD TO SERVICE MEMBERS AND THEIR FAMILIES IN AREAS OF THE COUNTRY WHERE THERE ARE NOT USO CENTERS, 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.IN 2021, USO'S MOBILE FLEET PROVIDED SUPPORT TO SERVICE MEMBERS RESPONDING TO NATURAL DISASTERS SUCH AS HURRICANE IDA; THOSE SUPPORTING HOMELAND OPERATIONS TO INCLUDE POST-INAUGURATION SUPPORT; AS WELL AS THOSE SERVICE MEMBERS AND THEIR FAMILIES FACING NO-NOTICE DEPLOYMENTS IN SUPPORT OF OPERATIONS SUCH AS OPERATION ALLIES REFUGE. USO GAMINGTHE COMPREHENSIVE USO GAMING PROGRAM CONSISTS OF ONLINE AND IN-PERSON EVENTS FOR SERVICE MEMBERS AND THEIR FAMILIES, COMBINED WITH A PUBLIC PARTNERSHIP ELEMENT SUCH AS INVITATIONALS, STREAMING, CONTENT CREATION AND ENTERTAINMENT EVENTS. THE PROGRAM INCLUDES LOCAL, REGIONAL AND NATIONAL EVENTS, BOTH IN-PERSON AND ONLINE. IN 2021, THE USO GAMING PROGRAM STREAMED 253 HOURS WITH 828,267 UNIQUE VIEWERS AND GAINED 3,681 NEW FOLLOWERS. THE NATIONAL SCHEDULE COMPRISES OF NUMEROUS TOURNAMENTS, LEAGUES, COMMUNITY EVENTS, AND COMPETITIONS.FAMILIES OF THE FALLENTHE USO HAS SUPPORTED EVERY DIGNIFIED TRANSFER AT DOVER AIR FORCE BASE SINCE MARCH 1991. THE USO IS LOCATED IN THE HEART OF DOVER AIR FORCE BASE TO SUPPORT FAMILIES OF THE FALLEN, AS WELL AS THOSE SERVICE MEMBERS ASSIGNED TO THE AIR FORCE MORTUARY AFFAIRS COMPLEX. ADDITIONALLY, AS FAMILY NOTIFICATIONS OCCUR AT ALL TIMES OF THE DAY AND NIGHT, THE USO WORKS 24/7 TO COORDINATE AMONG USO LOCATIONS ACROSS THE COUNTRY. THE USO IS THERE TO SUPPORT AND COMFORT FAMILIES WHO HAVE JUST RECEIVED TRAGIC NEWS AS THEY TRAVEL TO AND FROM DOVER AIR FORCE BASE. 17185747 0 0 PUBLIC AWARENESS AND OUTREACH - SEE SCHEDULE O.PUBLIC AWARENESS AND OUTREACHTHE USO'S MARKETING & 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. DURING 2021, THE USO LAUNCHED GIVE MORE THAN THANKS, A BRAND AWARENESS CAMPAIGN ENCOURAGING AMERICANS TO ACTIVELY EXPRESS GRATITUDE AND SUPPORT OUR SERVICE MEMBERS AND THEIR FAMILIES AT HOME AND ABROAD. ADDITIONALLY, WE INTRODUCED A HOLIDAY VERSION OF THE PROGRAM IN THE FOURTH QUARTER. THE MULTI-CHANNEL CAMPAGN GENERATED NEARLY 108 MILLION SOCIAL MEDIA IMPRESSIONS AND 21.5 BILLION EARNED MEDIA IMPRESSIONS. THROUGH ITS WEBSITE AND MAIL, THE USO COLLECTED MORE THAN 4.25 MILLION MESSAGES OF APPRECIATION FROM THE AMERICAN PUBLIC WHICH ARE BEING DISTRIBUTED OR DISPLAYED AT USO LOCATIONS ACROSS THE GLOBE. 7682319 100000 0 EXPEDITIONARY AND MILITARY FAMILY PROGRAMS - SEE SCHEDULE O.USO'S EXPEDITIONARY 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.BOB HOPE LEGACY READING PROGRAM THE BOB HOPE LEGACY READING PROGRAM IS LARGELY DRIVEN BY VIRTUAL, ON-DEMAND STORY TIME OFFERINGS THAT HELP THE USO EXTEND ITS REACH. IN 2021, THE PROGRAM CONNECTED MORE THAN 32,000 MILITARY FAMILIES AROUND THE WORLD THROUGH READING AND LAUNCHED A DIGITAL CLOUD-BASED DELIVERY OFFERING, ALLOWING SERVICE MEMBERS TO SEND THEIR RECORDED VIDEO VIA EMAIL DIRECTLY TO THEIR LOVED ONE. AT THE END OF THE YEAR, DIGITAL OFFERINGS MADE UP 45% OF TOTAL STORIES SHARED FROM SERVICE MEMBER TO CHILD. WHEN SURVEYED, 96% OF READERS INDICATED THEY FELT MORE CONNECTED TO FAMILY DURING THEIR ABSENCE BY HAVING PARTICIPATED IN THE PROGRAM, AND 94% INDICATED PARTICIPATING IN THE PROGRAM HELPED TO EASE THEIR OWN STRESS ABOUT THEIR ABSENCE FROM HOME.RECOGNIZING THE CHALLENGES MILITARY CHILDREN OFTEN FACE WHEN DEALING WITH SEPARATION, THE BOB HOPE LEGACY 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 SPECIAL DELIVERY PRESENTED BY JOHNSON & JOHNSONTHE USO CONTINUED TO HOST THE HIGHLY POPULAR SPECIAL DELIVERY BABY SHOWERS FOR MILITARY PARENTS-TO-BE AROUND THE GLOBE VIRTUALLY IN 2021. IN 2021, THE USO BUILT UPON THE SUCCESS OF NEARLY A DECADE HOSTING SHOWERS WITH A GOAL TO REACH EVEN MORE FAMILIES THROUGH MORE FREQUENT OFFERINGS OF BOTH IN-PERSON AND VIRTUAL EVENTS, INCREASING EVENT DELIVERY BY 53% AND REACHING 56% MORE NEW AND EXPECTING PARENTS THAN IN 2020. 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. IN 2020, JOHNSON & JOHNSON JOINED THE TEAM AS A PRESENTING SPONSOR, SUPPORTING THE SPECIAL DELIVERY PROGRAM FOR ALL EXPECTANT MILITARY FAMILIES. MORE THAN 15,000 EXPECTANT SERVICE MEMBERS AND MILITARY SPOUSE PARENTS HAVE BEEN SERVED THROUGH THIS PROGRAM SINCE ITS LAUNCH IN 2013. THE USO HOSTED 41 SHOWERS, INCLUDING VIRTUAL SHOWERS, AND REACHED 1,567 EXPECTANT FAMILIES IN 2021. FOR THE LAST DECADE, SELECT SPECIAL DELIVERY BABY SHOWERS HAVE BEEN CO-HOSTED WITH HEIDI MURKOFF, THE BEST-SELLING AUTHOR OF THE "WHAT TO EXPECT" BOOK SERIES.OPERATION PHONE HOMEOPERATION PHONE HOME IS ONE OF THE MOST FREQUENTLY REQUESTED SERVICES FROM OUR FORWARD-DEPLOYED SERVICE MEMBERS. AT OUR CENTERS LOCATED IN PLACED SUCH AS DJIBOUTI, IRAQ, JORDAN, SAUDI ARABIA AND KUWAIT, SERVICE MEMBERS HAVE ACCESS TO A NETWORK THAT PROVIDES FREE WIRELESS INTERNET, ACCESS TO COMPUTERS WITH FREE, HIGH-SPEED INTERNET AND THE ABILITY TO MAKE FREE PHONE CALLS HOME. MORE AND MORE EXPECTANT PARENTS TAKE ADVANTAGE OF THE USO'S FREE INTERNET ACCESS TO WITNESS THE BIRTH OF THEIR CHILDREN WHILE DEPLOYED OVERSEAS. IN 2021, AT USO LOCATIONS IN SOUTHWEST ASIA ALONE, 23 MILLION MINUTES OF WI-FI AND 339,000 MINUTES OF FREE TALK TIME WERE LOGGED BY SERVICE MEMBERS CONNECTING WITH THEIR FAMILIES. USO COFFEE CONNECTIONS EVENTSMILITARY SPOUSES ARE INVITED TO ATTEND USO COFFEE CONNECTIONS GATHERINGS AT THEIR LOCAL USO CENTER TO CONNECT WITH NEW FRIENDS OR RECONNECT WITH OLD ONES. IN 2021, DESPITE ANOTHER YEAR UNDER A GLOBAL PANDEMIC, THE USO HOSTED ROUGHLY 525 EVENTS BOTH IN-PERSON AND VIRTUALLY CONNECTING OVER 6,000 MILITARY SPOUSES AROUND THE WORLD. IN 2022, THE USO PLANS TO HOST MORE THAN 700 EVENTS THAT CONNECT OVER 7,500 SPOUSES WITH OTHER MILITARY SPOUSES IN THEIR LOCAL COMMUNITIES AND NETWORKS.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. TOPICS SUCH AS COMMUNITY, HEALTH, WELLNESS, MARRIAGE AND THE MILITARY, PCS-ING, EMPLOYMENT AND MANY OTHERS HAVE BEEN DISCUSSED. IN 2021, THE USO WELCOMED 11 GUESTS TO USO COFFEE CONNECTION LIVE. SOME OF THE MORE WELL-KNOWN GUESTS INCLUDED SAMANTHA BUSCH, MONTE DURHAM AND HEIDI MURKOFF. THE USO EXPANDED TOPICS TO INCLUDE MINDFULNESS, INFERTILITY, AT-HOME MAKEUP TUTORIALS, GROWING UP AS A MILITARY KID, LIFE AS A MALE MILITARY SPOUSE AND CURRENT FASHION TRENDS. USO CARE PACKAGESTHE USO CARE PACKAGE PROGRAM PROVIDES SERVICE MEMBERS WITH TWO DIFFERENT TYPES OF CARE PACKAGES A SNACK PACK AND TOILETRY PACK. BOTH ARE DESERT TAN IN COLOR AND ARE CONSTRUCTED WITH A DURABLE NYLON MATERIAL WITH A MODULAR LIGHTWEIGHT LOAD-CARRYING EQUIPMENT (MOLLE) SYSTEM ON THE BACK OF THE POUCH 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 2021, NEARLY 200,000 CARE PACKAGES WERE DELIVERED TO SERVICE MEMBERS IN REMOTE LOCATIONS AROUND THE GLOBE. ADDITIONALLY, THE USO TESTED AND LAUNCHED THE WOMEN'S CARE PACKAGE, WHICH INCLUDES TOILETRY ITEMS SPECIFICALLY REQUESTED BY WOMEN IN THE MILITARY.USO HOLIDAYSUSO HOLIDAYS OFFERS BOTH PROGRAMMING AND PACKAGES TO HELP SERVICE MEMBERS FEEL CONNECTED AND SUPPORTED DURING THE HOLIDAY SEASON. USO CENTERS AND TEAMS ACTIVATE AROUND THE GLOBE TO HELP 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 SEASON.IN 2021, USO HOLIDAYS DELIVERED 50,000 CARE PACKAGES TO MILITARY MEMBERS SERVING IN REMOTE OPERATING AND TRAINING BASES. WINTER PACKS WERE DISTRIBUTED TO A RECORD 271 OUTREACH LOCATIONS (46%+ YOY) AND REACHED SERVICE MEMBERS IN 48 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. FROM A USO HOLIDAYS SURVEY, 92% OF RESPONDENTS (SERVICE MEMBERS AND MILITARY FAMILIES) SAID THE USO GAVE THEM AN OPPORTUNITY TO CELEBRATE THE HOLIDAYS THEY WOULDN'T HAVE HAD OTHERWISE. USO2GOUSO2GO 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 OVER 90 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 2021 THE USO SUPPORTED 300 INDIVIDUAL MILITARY TEAMS DEPLOYED TO FAR REACHING EXPEDITIONARY LOCATIONS. 7249130 17080 0 GLOBAL ENTERTAINMENTUSO GLOBAL ENTERTAINMENT SERVES AS THE PREMIERE ENTRY POINT FOR ENTERTAINMENT INDUSTRY PARTNERS TO DELIVER A DIVERSE RANGE OF FIRST-CLASS PROGRAMMING TO THE FOOTSTEPS OF SERVICE MEMBERS AND THEIR FAMILIES. IN 2021, USO RESUMED ITS ICONIC IN-PERSON ENTERTAINMENT TOURS BOTH DOMESTICALLY AND ABROAD, HOSTING 7 TOURS FEATURING 15 TALENT 0 ACROSS FIVE COUNTRIES SERVING 16,000 SERVICE MEMBERS & FAMILIES. GLOBAL ENTERTAINMENT ALSO OPERATES THE MILITARY VIRTUAL PROGRAMMING (MVP) SERIES, OFFERING LIVE CELEBRITY VIRTUAL VISITS FOR MILITARY COMMUNITIES TO KEEP MORALE HIGH FOR SERVICE MEMBERS TO ENJOY FROM ANY MILITARY LOCATION. IN 2021 THE MVP SERIES PRODUCED 71 SESSIONS, FEATURING 107 CELEBRITY GUESTS, VISITING WITH OVER 27K MILITARY MEMBERS FROM EVERY US STATE & TERRITORY, 35 COUNTRIES, AND 14 SHIPS AT SEA. FIND OUT MORE AT WWW.USO.ORG/MVP GLOBAL ENTERTAINMENT HOUSES THE USO SHOW TROUPE, COMPRISED OF PROFESSIONAL ENTERTAINERS WITH BROADWAY, OFF-BROADWAY, FILM AND TELEVISION EXPERIENCE, ENTERTAINING MILITARY SERVICE AND FAMILY MEMBERS EVERY YEAR AT USO ACTIVITIES, INCLUDING DEPLOYMENT AND HOMECOMING CEREMONIES, FAMILY APPRECIATION EVENTS, RETIREMENT AND CHANGE OF COMMAND CEREMONIES. FINALLY, GLOBAL ENTERTAINMENT OFFERS LIMITED ON-DEMAND CONTENT VIA THE USO MOBILE APP AND AT KEY TIMES OF THE YEAR, STREAMS CONTENT ACROSS THE USO SOCIAL MEDIA PLATFORMS, EXPANDING ITS MISSION SET TO OFFER A WIDE RANGE OF ENTERTAINMENT PROGRAMMING ANYTIME, ANYWHERE IN THE WORLD. IN 2021, GLOBAL ENTERTAINMENT PRODUCED OPRY LIVE: A USO HOLIDAY SPECIAL FEATURING SUCH ARTISTS AS CARRIE UNDERWOOD, LUKE COMBS & THE WAR & TREATY GARNISHING 500K VIEWS.USO PATHFINDER TRANSITION PROGRAMTHE USO PATHFINDER 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 PATHFINDER 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 OUR 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 PATHFINDER 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. SINCE THE PROGRAM'S INCEPTION IN 2015, MORE THAN 60,000 ACTION PLANS HAVE BEEN COMPLETED. IN 2021, THE NUMBER OF SERVICE MEMBERS AND SPOUSES SUPPORTED WITH AN ACTION PLAN INCREASED 30%, SERVING MORE THAN 13,000 CLIENTS IN ALL 50 STATES, 3 TERRITORIES, AND 23 COUNTRIES OVERSEAS. THE PROGRAM ALSO SUPPORTED MORE THAN 57,000 PEOPLE THROUGH VIRTUAL AND LOCAL PROGRAMMING. USO TRANSITION SPECIALISTS ARE AVAILABLE TO SUPPORT SERVICE MEMBERS AND MILITARY SPOUSES, REGARDLESS OF THEIR LOCATION. 7249130 17080 0 113182016 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 1 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 262 0 1 963 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 678558 0 142925 ALAN REYES COO 50.00 0.00 X 415136 0 57647 KRISTINE SHUMACK TREASURER / CFO 48.00 2.00 X 320264 0 53901 TAMMY HEISER SECRETARY / SVP, HUMAN RESOURCES 50.00 0.00 X 318342 0 52737 LISA ANASTASI THRU 92021 CDMO 50.00 0.00 X 327957 0 42874 CHRISTOPHER PLAMP SVP, OPS, PROGRAMS & ENTERTAINMENT 50.00 0.00 X 290370 0 30761 VIRGINIA JOHNSON SVP, GOVT REL AND EXT AFFAIRS 50.00 0.00 X 268764 0 49790 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 50.00 0.00 X 275062 0 31601 GARY COLE REGIONAL PRESIDENT (CENTRAL) 50.00 0.00 X 261510 0 41329 ROBERT KURKJIAN REGIONAL PRESIDENT (WEST) 50.00 0.00 X 270627 0 31751 CHAD HARTMAN VP, DEVELOPMENT 50.00 0.00 X 261064 0 31100 BRIAN COOK VP, DIRECT RESPONSE 50.00 0.00 X 255883 0 24768 PHILIP PARISI TREASURER / CFO (FORMER) 0.00 0.00 X 160931 0 0 GEN GEORGE CASEY DIRECTOR 2.00 0.00 X 0 0 0 CARLTON W KENT 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 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 BEG 112021 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 DIRECTOR (BEG. 5/2021) 1.00 0.00 X 0 0 0 GERRY BYRNE DIRECTOR 1.00 0.00 X 0 0 0 GINGER MILLER BEG 92021 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 BEG 112021 DIRECTOR 1.00 0.00 X 0 0 0 KARL HEINZ-STAHL DIRECTOR 1.00 0.00 X 0 0 0 KENNETH O PRESTON DIRECTOR 1.00 0.00 X 0 0 0 LEANNE CARET DIRECTOR 1.00 0.00 X 0 0 0 LTG WILLIAM J LENNOX JR DIRECTOR 1.00 0.00 X 0 0 0 MANNY PINEIRO BEG 92021 DIRECTOR 1.00 0.00 X 0 0 0 MARILLYN A HEWSON DIRECTOR 1.00 0.00 X 0 0 0 MARILYN COHEN DIRECTOR 1.00 0.00 X 0 0 0 MARK RAHIYA BEG 82021 DIRECTOR 1.00 0.00 X 0 0 0 MARSHALL NADEL DIRECTOR 2.00 0.00 X 0 0 0 MARY A WINNEFELD BEG 92021 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 BEG 92021 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 BEG 112021 DIRECTOR 1.00 0.00 X 0 0 0 PAUL MCQUILLAN BEG 82021 DIRECTOR 1.00 0.00 X 0 0 0 R GIL KERLIKOWSKE BEG 92021 DIRECTOR 1.00 0.00 X 0 0 0 REBEKAH G SANDERLIN DIRECTOR (BEG. 9/2021) 1.00 0.00 X 0 0 0 ROBERT N SACKS DIRECTOR 2.00 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 0.00 X 0 0 0 4104468 0 591184 123 1 1 0 IWCO DIRECT 7951 POWERS BLVD CHANHASSEN MN 55317 DM PRODUCTION 4715499 ICS CORPORATION 100 FRIARS BLVD WEST DEPTFORD NJ 08086 DM PRODUCTION 4236514 DATA AXLE INC PO BOX 3243 OMAHA NE 68103 DATA MANAGEMENT 2082313 LEOPARDO COMPANIES INC 210 N CARPENTER STREET SUITE 300 CHICAGO IL 60607 CONSTRUCTION 1838567 ANNE LEWIS STRATEGIES PO BOX 959819 ST LOUIS MO 63195 FUND CONSULTANT 1292806 46 361034 3114783 16636041 21431964 136369513 20203409 177913335 USO CENTER 900099 363825 363825 363825 340022 340022 16775476 24831 16721681 34598 53795 -9767 44028 44028 819254 3114783 1318509 -499255 -499255 545 542 3 3 MISCELLANEOUS INCOME 900099 214924 214924 214924 178376882 363828 0 99719 X 1740246 1740246 2927426 1517120 981616 428690 54356952 39872039 4715871 9769042 4229187 3040047 404241 784899 4911405 3655023 498317 758065 4388396 3246382 419517 722497 672150 136872 309406 225872 249993 249993 120000 120000 2382702 2382702 33342 33342 4684011 3106002 698760 879249 6336627 2821568 3515059 10825544 7568701 2007619 1249224 4617023 3481715 594125 541183 1923120 1102112 374176 446832 2137265 1879387 87202 170676 303563 97102 73118 133343 4577270 4259577 108685 209008 680407 526530 65930 87947 SUPPLIES AND SERVICES 26412189 26412189 0 0 PRINTING AND PRODUCTION 20440476 6987936 3151822 10300718 RENTAL AND MAINTENANCE 1025981 970796 47276 7909 SUB., DUES, TRAINING 724696 390273 206059 128364 1323914 250399 296031 777484 162023885 113182016 15323106 33518763 X 29933193 12332464 4837061 12763668 8058609 6860447 19909248 30450763 28719267 29236738 430114 228079 3531628 2768296 3268473 3347144 48459761 26190443 17412623 22269318 26953044 27411546 277413 303422 108560419 122875753 13905305 13900399 163053 0 884551 85000 581119 0 15534028 13985399 X 70124521 84578022 22901870 24312332 93026391 108890354 108560419 122875753 X 16352997 -168633 -80289 -240112 X 0 1 X 1 1 1 X 132975962 133661905 146550901 157160575 177913335 748262678 132975962 133661905 146550901 157160575 177913335 748262678 748262678 693051 935663 644502 523906 340022 3137144 1893 1893 752431 373047 631099 392119 1034723 3183419 754585134 4611930 0.99160 0.99320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2017 AMOUNT: $ 109,429. 2018 AMOUNT: $ 131,791. 2019 AMOUNT: $ 183,776. 2020 AMOUNT: $ 285,430. 2021 AMOUNT: $ 214,924. FUNDRAISING GAMING EVENTS - 2017 AMOUNT: $ 622,321. 2018 AMOUNT: $ 228,937. 2019 AMOUNT: $ 443,114. 2020 AMOUNT: $ 106,614. 2021 AMOUNT: $ 819,254. GROSS SALES OF INVENTORY - 2017 AMOUNT: $ 20,681. 2018 AMOUNT: $ 12,319. 2019 AMOUNT: $ 4,209. 2020 AMOUNT: $ 75. 2021 AMOUNT: $ 545. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 154595 0 154595 0 113027421 0 113182016 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 190940 223689 161609 154595 730833 250000 250000 250000 250000 1000000 1500000 PART II-A, LINE 1B, DIRECT LOBBYING ACTIVITY: LOBBYING ACTIVITY THE UNITED SERVICE ORGANIZATIONS, INC. ("USO") LOBBIES FOR CONGRESSIONAL APPROPRIATIONS. 1693024 60000 102623 829282 1026365 646268 812719 246845 12808 1693024 487287 100000 58981 646268 398345 100000 -10934 124 487287 276030 100000 22315 398345 0.74000 0.26000 0 1 1 295927 295927 0 31157592 15679774 15477818 2393521 1786628 606893 14612721 8724041 5888680 22269318 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 92 PROGRAM SERVICES OP. OF USO CENTER 6442925 EUROPE (INCLUDING ICELAND & GREENLAND) 27 111 PROGRAM SERVICES OP. OF USO CENTER 7232806 MIDDLE EAST AND NORTH AFRICA 17 47 PROGRAM SERVICES OP. OF USO CENTER 6521149 SOUTH ASIA 2 0 PROGRAM SERVICES OP. OF USO CENTER 277526 68 250 0 0 68 250 20474406 0 20474406 0 0 0 0 0 0 PART I, LINE 2: ACTIVITIES OUTSIDE U.S. FOREIGN ACTIVITIES OF THE USO INCLUDE THE FOLLOWING: PROVIDE TELEPHONE CARDS AND ACCESS TO TELEPHONES, COMPUTER EQUIPMENT, AND INTERNET ACCESS TO ALLOW MILITARY PERSONNEL ACCESS TO THEIR FAMILIES WHILE AWAY FROM HOME; PROMOTE INTERCULTURAL UNDERSTANDING AND ORIENTATION TO NEW COMMUNITIES; CULTURAL AND HISTORICAL TOURS INTO LOCAL INTERNATIONAL COMMUNITIES; PROVIDE FAMILY AND COMMUNITY RECREATION, REFRESHMENTS, HOLIDAY ACTIVITIES, VIDEOS, MUSIC, AND LITERATURE; PROVIDE LANGUAGE TRANSLATION, TRANSPORTATION OPTIONS, CURRENCY CONVERSION, AREA MAPS, AND GUIDANCE. PART I, LINE 3: ACCOUNTING METHOD USED THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: X X X X X X X 1 ANNE LEWIS STRATEGIES 650 MASSACHUSETTS AVE NW WASHINGTON DC 20001 DR ONLINE PROGRAM 0 11996127 1320814 10675313 JAB LAB LLC 22 EDGEWATER COMMONS LN WESTPORT CT 06880 PEER TO PEER 0 25403 143667 -118264 CDR FUNDRAISING GROUP 4200 PARLIAMENT PL STE 300 LANHAM MD 20706 DR MAIL PROGRAM 0 0 376145 -376145 INTEGRAL LLC 1350 CONNECTICUT AVE NW STE 206 WASHINGTON DC 20036 DR PROGRAM 0 0 215880 -215880 ORANGE ELEMENT DESIGN LLC 1014 W 36TH ST BALTIMORE MD 21211 CONSULTING 0 0 110112 -110112 AMPLIFIED NONPROFIT CONSULTING LLC 410 LAKE FOREST RD ROCHESTER HILLS MI 48309 DR MAIL PROGRAM 0 0 120000 -120000 STELTER COMPANY 10435 NEW YORK AVE DES MOINES IA 50322 CONSULTING 0 0 97775 -97775 UBACK INC 2025 QUEENS RD W CHARLOTTE NC 28207 CONSULTING 0 0 70500 -70500 CANDELA CONTENT 2919 HIGHLAND AVE SACRAMENTO CA 95818 GRANT WRITING 0 0 61088 -61088 IWCO DIRECT 7951 POWERS BOULEVARD CHANHASSEN MN 55317 DR MAIL PROGRAM 0 0 48300 -48300 12021530 2564281 9457249 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) 1137000 1021670 115330 51548 135108 98430 61669 SALUTE TO SERVICE (IL) 635717 581317 54400 61473 437 51866 31931 40 2161320 1511796 649524 365439 92079 31106 337423 3934037 3114783 819254 478460 227624 181402 431023 1318509 -499255 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FEES OF $344,920 REPORTED IN SCHEDULE G, PART 1 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 USO OF METROPOLITAN NEW YORK 625 EIGHTH AVENUE SUITE 209 NEW YORK NY 10018 132500122 501(C)(3) 1419159 0 GENERAL SUPPORT / REVENUE SHARE USO OF METROPOLITAN WASHINGTON - BALTIMORE 228 MCNAIR ROAD FORT MYER VA 22211 530204665 501(C)(3) 117907 0 GENERAL SUPPORT / CENTER SUPPORT TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS 3033 WILSON BOULEVARD SUITE 300 ARLINGTON VA 22201 920152268 501(C)(3) 100000 0 PROGRAM SUPPORT USO OF MISSOURI 10701 LAMBERT INTL BLVD ST LOUIS MO 63145 431237410 501(C)(3) 75000 0 GENERAL SUPPORT USO PIONEER VALLEY 250 JENKINS STREET BOX 17 CHICOPEE MA 01022 043142143 501(C)(3) 28180 0 REVENUE SHARE 5 0 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 565912 0 110864 0 1782 0 116714 0 26211 0 821483 0 0 0 ALAN REYES COO 352015 0 61000 0 2121 0 25131 0 32516 0 472783 0 0 0 KRISTINE SHUMACK TREASURER / CFO 268639 0 49000 0 2625 0 22616 0 31285 0 374165 0 0 0 TAMMY HEISER SECRETARY / SVP, HUMAN RESOURCES 267221 0 49000 0 2121 0 24832 0 27905 0 371079 0 0 0 LISA ANASTASI THRU 92021 CDMO 249895 0 48000 0 30062 0 20868 0 22006 0 370831 0 0 0 CHRISTOPHER PLAMP SVP, OPS, PROGRAMS & ENTERTAINMENT 251226 0 38000 0 1144 0 25972 0 4789 0 321131 0 0 0 VIRGINIA JOHNSON SVP, GOVT REL AND EXT AFFAIRS 229061 0 38000 0 1703 0 19971 0 29819 0 318554 0 0 0 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 245695 0 28000 0 1367 0 19234 0 12367 0 306663 0 0 0 GARY COLE REGIONAL PRESIDENT (CENTRAL) 234911 0 26000 0 599 0 18753 0 22576 0 302839 0 0 0 ROBERT KURKJIAN REGIONAL PRESIDENT (WEST) 251502 0 18000 0 1125 0 23225 0 8526 0 302378 0 0 0 CHAD HARTMAN VP, DEVELOPMENT 213507 0 46847 0 710 0 17622 0 13478 0 292164 0 0 0 BRIAN COOK VP, DIRECT RESPONSE 221080 0 34450 0 353 0 21406 0 3362 0 280651 0 0 0 PHILIP PARISI TREASURER / CFO (FORMER) 0 0 0 0 160931 0 0 0 0 0 160931 0 160931 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 IF 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. COACH IS THE AUTHORIZED CLASS OF TRAVEL. UPGRADES ARE ALLOWABLE BY EMPLOYEES UNDER THE FOLLOWING CIRCUMSTANCES: 1) THE EMPLOYEE PAYS THE DIFFERENCE IN FARE THEMSELVES OR USES AIR MILES FROM THEIR PERSONAL ACCOUNT. 2) MEDICAL CONDITIONS REQUIRE BUSINESS CLASS TRAVEL. 3) SAFETY, SERVICE AND ENVIRONMENT ARE CLEARLY INFERIOR. 4) BUSINESS CLASS TRAVEL IS ALLOWABLE FOR INTERNATIONAL TRAVEL (TRAVEL OUTSIDE OF YOUR REGIONS) BY ALL STAFF WHEN TOTAL FLIGHT TIME EXCEEDS 6 HOURS. PART I, LINES 4A-B LINE 4A, SEVERANCE PAYMENT SEVERANCE IN THE AMOUNT OF $160,931 IS REPORTED FOR PHILIP PARISI DUE TO HIS 2020 DEPARTURE FROM THE ROLE OF TREASURER / CHIEF FINANCIAL OFFICER OF USO, INC. SEVERANCE WAS PAID IN TWO INSTALLMENTS. HALF WAS PAID IN 2020, AND THE OTHER HALF WAS PAID IN 2021. THE AMOUNT REPORTED ON THE 2021 SCHEDULE J, PART II, COLUMN B(III) REFLECTS THE PORTION OF THE SEVERANCE PAID OUT IN 2021. THIS AMOUNT WAS ALSO REPORTED IN SCHEDULE J, PART II, COLUMN (C), RETIREMENT AND DEFERRED COMPENSATION, ON THE 2020 FORM 990. LINE 4B, DEFERRED COMPENSATION ARRANGEMENT DURING 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. NO EMPLOYER-PROVIDED DEFERRALS WERE PROVIDED DURING 2021. 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 2020 ACHIEVEMENT OF ORGANIZATION GOALS AND INDIVIDUAL CONTRIBUTIONS AND ACCOMPLISHMENTS. THE BONUS COMPENSATION WAS BASED ON A BONUS PLAN REVIEWED BY THE USO'S 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 & CEO IS DETERMINED AND APPROVED BY THE USO'S BOARD OF GOVERNORS. X 190375 COST X 2991727 COST X 1290 FMV X 63 950111 FMV X 1232 6933146 COST X CHARTER CTRS 6 9133050 FMV X TRAILER 1 3710 FMV 1 0 1 1 PART I, COLUMN (B): NONCASH CONTRIBUTIONS THE USO OVERSEES THE OPERATIONS AND ACTIVITIES FOR THE CHARTERED CENTERS TO FACILITATE STRATEGIC ALIGNMENT, DELIVER ON THE OVERARCHING MISSION-WIDE STRATEGIC OBJECTIVES, AND TO ENSURE COVERAGE FOR ALL GEOGRAPHIC SERVICE AREAS. DURING THE YEAR ENDED DECEMBER 31, 2021, THE USO EXECUTED MERGER AGREEMENTS WITH SIX OF THESE CHARTERED CENTERS TO CREATE A UNIFIED USO. THE ACQUISITION OF THOSE CENTERS IS REPORTED AS A CONTRIBUTION TO USO, WHICH INCLUDED SIGNIFICANT NONCASH ASSETS. USO REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS THE USO WORKS WITH AUTOMOTIVE RECOVERY SERVICES, INC. IN ORDER TO GENERATE FUNDRAISING REVENUE FROM DONATED VEHICLES. AUTOMOTIVE RECOVERY SERVICES, INC. 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 VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS THE MEMBERSHIP OF THE UNITED SERVICE ORGANIZATIONS, INC. SHALL CONSIST OF TWO CLASSES OF MEMBERS: 1) VOTING MEMBERS CONSISTING OF MEMBERS OF USO'S BOARD OF GOVERNORS DURING THEIR TERM OF SERVICE. 2) NON-VOTING MEMBERS CONSISTING OF MEMBERS OF THE ARMED FORCES OF THE UNITED STATES 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 PERSONS DESIGNATED BY THE PRESIDENT OF THE UNITED STATES, THEIR TERM OF MEMBERSHIP BEING CONTERMINOUS WITH SUCH PRESIDENT'S INCUMBENCY; 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 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 OR BY PROXY AND ENTITLED TO VOTE AT THE MEETING, PROVIDED THOSE PRESENT IN PERSON OR BY PROXY CONSTITUTE A QUORUM. ADDITIONALLY, UP TO SIX PERSONS APPOINTED BY THE PRESIDENT OF THE UNITED STATES, THEIR TERM BEING CONTERMINOUS WITH SUCH PRESIDENT'S INCUMBENCY, MAY SERVE ON THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS OF REVIEWING FORM 990 A COPY OF THE DRAFT 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 2022. MEETING MINUTES REFLECT THE REVIEW AND DISCUSSION OF THE IRS FORM 990 AT THE AUDIT COMMITTEE MEETING HELD IN JULY 2022. AN OUTSIDE ACCOUNTING FIRM PREPARES AND REVIEWS THE 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 UNITED SERVICE ORGANIZATIONS, INC.'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 UNITED SERVICE ORGANIZATIONS, INC. 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 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 UNITED SERVICE ORGANIZATIONS, INC. BOARD OF GOVERNORS 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 AND THEREFORE REASONABLE. THESE REVIEWS ARE PERFORMED ON A BIANNUAL BASIS BY AN INDEPENDENT OUTSIDE CONSULTANT FOR THE FOLLOWING POSITIONS: CEO, CFO, CDMO, COO, SVP GOVERNMENT & EXTERNAL RELATIONS, SVP HR, SVP OPERATIONS, PROGRAMS, AND ENTERTAINMENT, AND REGIONAL PRESIDENTS. THE LAST REVIEW WAS PERFORMED IN 2020 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 (GIVE MORE THAN THANKS CAMPAIGN). 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 -240,112. USO FOUNDATION 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 208861567 CHARITABLE VA 501(C)(3) LINE 12A, I USO INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 USO FOUNDATION Q 321060 CASH