2021-09-22T14:47:10-05:00 2020-12-31 366055558 GRANT THORNTON LLP 1000 WILSON BOULEVARD SUITE 1400 ARLINGTON VA 22209 990 2020-01-01 131610451 UNITED SERVICE ORGANIZATIONS INC UNIT 7039086400 2111 WILSON BLVD NO 1200 ARLINGTON VA 22201 KRISTINE SHUMACK TREASURER, CFO 7039086400 2021-09-22 1 KRISTINE SHUMACK 999009999 MARY TORRETTA P00847851 7038477500 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JD CROUCH II 2111 WILSON BLVD NO 1200 ARLINGTON VA 22201 169903755 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) 27 26 840 14132 0 0 146916201 157161851 746232 305242 372487 602811 -227487 -17532 147807433 158052372 26956165 2157525 0 0 50381815 61542233 2576102 2079391 28442009 75674814 83776185 155588896 149555334 -7781463 8497038 98585488 108560419 13648890 15534028 84936598 93026391 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 72482858 1522240 305238 USO CENTERS - SEE SCHEDULE O. 16817328 4900 0 PUBLIC AWARENESS AND OUTREACH - SEE SCHEDULE O. 9535843 424640 0 EXPEDITIONARY AND MILITARY FAMILY PROGRAMS - SEE SCHEDULE O. 7298986 205745 0 ENTERTAINMENT TOURSUSO ENTERTAINMENT TOURS FEATURE CELEBRITIES, PERFORMERS AND ENGAGING SHOWS TO KEEP SERVICE MEMBERS AND MILITARY FAMILY MEMBERS CONNECTED TO FAMILY, HOME AND COUNTRY. THE USO DELIVERED LIVE (TO TAPE) MUSIC PERFORMANCES STREAMED SIMULTANEOUSLY OVER USO DIGITAL PLATFORMS IN A SPECIAL FOUR-PART MUSIC SERIES TO SERVICE MEMBERS AND THE MILITARY SUPPORT COMMUNITY, GARNERING OVER 745 THOUSAND UNIQUE VIEWS. IN 2020, THE USO LAUNCHED THE USO MILITARY VIRTUAL PROGRAMMING (MVP) SERIES, ITS FIRST DIGITAL SERIES. THE USO MVP SERIES HAS FEATURED OVER 100 CELEBRITIES JOINING 31,000 MILITARY PARTICIPANTS ACROSS 49 STATES, 25 COUNTRIES AND THREE SHIPS AT SEA, AND FEATURED 68 MILITARY LOCATIONS LIVE. 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 WORKS WITH STRATEGIC PARTNERS TO CONNECT SERVICE MEMBERS AND MILITARY SPOUSES TO RESOURCES WITHIN THESE FOCUS 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 45,000 ACTION PLANS HAVE BEEN COMPLETED, WITH 7,500 BEING COMPLETED IN 2020. USO TRANSITION SPECIALISTS ARE AVAILABLE TO SUPPORT SERVICE MEMBERS AND MILITARY SPOUSES, REGARDLESS OF THEIR LOCATION.USO TRANSITION PROGRAMS AND EVENTSTHE USO PROVIDES RELEVANT AND VALUABLE PROGRAMMING TO SUPPORT SERVICE MEMBERS AND MILITARY SPOUSES AS THEY OVERCOME THE CHALLENGES THAT TRANSITIONS BRING. DURING 2020, THE USO TRANSITION PROGRAMMING SUPPORTED APPROXIMATELY 26,000 PROGRAM PARTICIPANTS THROUGH PROGRAMS SUPPORTING EMPLOYMENT, FINANCIAL READINESS, AND EDUCATION NEEDS, AS WELL AS HOME BUYING AND VA HOME LOAN WORKSHOPS. 7298986 205745 0 106135015 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 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 241 0 1 840 1 0 1 IT JA KS AE 0 0 0 1 1 0 0 0 0 0 0 X 27 26 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA CO CT 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 660473 0 42203 PHILIP PARISI TREASURER / CFO (END 07/2020) 48.00 2.00 X 421002 0 198805 LISA ANASTASI CDMO 50.00 0.00 X 409327 0 51644 ALAN REYES COO 50.00 0.00 X 397629 0 53071 TAMMY HEISER SECRETARY / SVP, HUMAN RESOURCES 50.00 0.00 X 303805 0 47639 KRISTINE SHUMACK TREASURER / CFO (BEG 10/2020) 48.00 2.00 X 259205 0 48131 VIRGINIA JOHNSON SVP, GOVT REL AND EXT AFFAIRS 50.00 0.00 X 247128 0 45436 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 50.00 0.00 X 254397 0 32221 GARY COLE REGIONAL PRESIDENT (CENTRAL) 50.00 0.00 X 250416 0 33335 ROBERT KURKJIAN REGIONAL PRESIDENT (WEST) 50.00 0.00 X 257401 0 21832 CHARLES HYDE REGIONAL VP, OPERATIONS (PACIFIC) 50.00 0.00 X 234900 0 17315 BRIAN COOK VP, DIRECT RESPONSE 50.00 0.00 X 227441 0 15897 CHRISTOPHER PLAMP SVP,OPS, PROGRAMS & ENTERTAINMENT 50.00 0.00 X 216321 0 18754 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 CRAIG R MCKINLEY DIRECTOR (BEG 02/2020) 1.00 0.00 X 0 0 0 DAVID H MCCORMICK DIRECTOR (END 12/2020) 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 FRED L STOKES DIRECTOR (BEG 09/2020) 1.00 0.00 X 0 0 0 GERRY BYRNE DIRECTOR (BEG 02/2020) 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 KARL-HEINZ STAHL DIRECTOR 1.00 1.00 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 MARILLYN A HEWSON DIRECTOR 1.00 0.00 X 0 0 0 MARILYN COHEN DIRECTOR (BEG 09/2020) 1.00 0.00 X 0 0 0 MARSHALL NADEL DIRECTOR (BEG 02/2020) 1.00 0.00 X 0 0 0 MARY PETRYSZYN DIRECTOR 2.00 0.00 X 0 0 0 MATTHEW BROMBERG DIRECTOR (BEG 05/2020) 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 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 LENNOX JR DIRECTOR (BEG 09/2020) 1.00 0.00 X 0 0 0 WILLIAM J LYNN III DIRECTOR 2.00 1.00 X 0 0 0 JAYNE PLANK DIRECTOR 1.00 0.00 X 0 0 0 4139445 0 626283 95 0 1 0 IWCO DIRECT 7951 POWERS BLVD CHANHASSEN MN 55317 DM PRODUCTION 5345140 SOUTHWEST PUBLISHING 4000 SE ADAMS ST TOPEKA KS 68103 DM PRODUCTION 2370967 DATA AXLE INC PO BOX 3243 OMAHA NE 68103 DATA MANAGEMENT 2344584 ANNE LEWIS STRATEGIES PO BOX 959819 ST LOUIS MO 63195 FUND CONSULTANT 1044707 CEVA FREIGHT LLC 15350 VICKERY DRIVE HOUSTON TX 77032 LOGISTICS 822382 47 417920 1518233 5567189 20204265 129454244 15304369 157161851 USO CENTER 900099 305242 305242 305242 523906 523906 11494702 25935 11430136 11596 64566 14339 78905 78905 106614 1518233 409572 -302958 -302958 75 79 -4 -4 MISCELLANEOUS INCOME 900099 285430 285430 285430 158052372 305238 0 585283 2157525 2157525 3450735 1427661 1487296 535778 46735551 35471552 4271390 6992609 3238201 2422606 322100 493495 4468835 3439807 523529 505499 3648911 2784135 363890 500886 861147 254381 386649 220117 281109 281109 120000 120000 2079391 2079391 27551 27551 5034734 3132596 1083330 818808 7662093 3528887 4133206 10412619 7057722 1845373 1509524 4870032 3995145 527449 347438 1412750 628211 393291 391248 1326148 1145985 106403 73760 339498 47127 30838 261533 3894347 3601551 134342 158454 522171 376831 69698 75642 PROGRAM SUPP. / SUPPORT 27024795 27024795 0 0 PRINTING AND PRODUCTION 17029802 6003368 2645581 8380853 RENTAL AND MAINTENANCE 953339 891412 55539 6388 SUB., DUES, TRAINING 572427 329573 153838 89016 1431623 294145 269114 868364 149555334 106135015 14978310 28442009 X 28796466 12294773 4263269 12238424 6812334 8058609 18768877 19909248 26676390 28719267 527993 430114 0 0 0 0 0 0 2920191 3531628 2277597 3268473 39429572 22016949 15554710 17412623 25047396 26953044 0 0 0 0 0 0 0 277413 98585488 108560419 13002707 13905305 593136 163053 53047 884551 0 0 0 0 0 0 0 0 0 0 0 581119 13648890 15534028 X 62535683 70124521 22400915 22901870 84936598 93026391 98585488 108560419 X 8497038 275193 -120433 -562005 X X 0 1 X 1 1 1 X 136911382 132975962 133661905 146550901 157160575 707260725 136911382 132975962 133661905 146550901 157160575 707260725 707260725 548575 693051 935663 644502 523906 3345697 0 1893 0 0 0 1893 -654945 752431 373047 631099 392119 1493751 712102066 8510833 0.99320 0.99410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2016 AMOUNT: $ 222,941. 2017 AMOUNT: $ 109,429. 2018 AMOUNT: $ 131,791. 2019 AMOUNT: $ 183,776. 2020 AMOUNT: $ 285,430. FUNDRAISING GAMING EVENTS - 2016 AMOUNT: $ -877,886. 2017 AMOUNT: $ 622,321. 2018 AMOUNT: $ 228,937. 2019 AMOUNT: $ 443,114. 2020 AMOUNT: $ 106,614. GROSS SALES OF INVENTORY - 2017 AMOUNT: $ 20,681. 2018 AMOUNT: $ 12,319. 2019 AMOUNT: $ 4,209. 2020 AMOUNT: $ 75. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 161609 161609 147286783 147448392 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 205697 190940 223689 161609 781935 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. 646268 812719 246845 12808 1693024 487287 100000 58981 646268 398345 100000 -10934 124 487287 276030 100000 22315 398345 25000 250000 1030 276030 0.48000 0.41080 0.10920 0 1 1 295927 295927 24819957 13043963 11775994 2321291 1531800 789491 11992397 7441186 4551211 17412623 PPP LOAN 581119 581119 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 20 67 PROGRAM SERVICES OP. OF USO CENTER 7793760 EUROPE (INCLUDING ICELAND & GREENLAND) 18 78 PROGRAM SERVICES OP. OF USO CENTER 6260016 MIDDLE EAST AND NORTH AFRICA 12 42 PROGRAM SERVICES OP. OF USO CENTER 6423544 SOUTH ASIA 4 4 PROGRAM SERVICES OP. OF USO CENTER 1797781 54 191 0 0 54 191 22275101 0 22275101 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 CDR FUNDRAISING GROUP 16900 SCIENCE DR STE 210 BOWIE MD 20715 DR MAIL PROGRAM 0 43904138 740193 43163945 ANNE LEWIS STRATEGIES 901 NEW YORK AVE NW STE 470 E WASHINGTON DC 20001 DR ONLINE PROGRAM 0 12502995 1044707 11458288 THOMPSON HABIB & DENISON INC 80 HAYDEN AVE LEXINGTON MA 02421 DR ONLINE PROGRAM 0 1689151 298374 1390777 ORANGE ELEMENT DESIGN LLC PO BOX 170 BERWYN PA 19312 CONSULTING 0 0 149250 -149250 SOCIAL CAPITAL 980 N MICHIGAN AVE STE 1610 CHICAGO IL 60611 CONSULTING 0 0 105750 -105750 AMPLIFIED NONPROFIT CONSULTING LLC 410 LAKE FOREST RD ROCHESTER HILLS MI 48309 DR MAIL PROGRAM 0 0 97500 -97500 CANDELA CONTENT 2919 HIGHLAND AVE SACRAMENTO CA 95818 GRANT WRITING 0 0 75387 -75387 STELTER COMPANY 10435 NEW YORK AVE DES MOINES IA 50322 CONSULTING 0 0 26307 -26307 SYNERGY DIRECT MARKETING SOLUTIONS LLC 480 W TUSCARAWAS AVE 307 BARBERTON OH 44203 TELEMARK 0 0 47927 -47927 MICHAEL RUBIN & ASSOCIATES 230 LINDEN AVE ST LOUIS MO 44333 CONSULTING 0 0 27619 -27619 58096284 2613014 55483270 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 STAR-SPANGLED SALUTE GALA (IL) 411606 411606 8150 2708 1000 93890 TRIBUTE CINCINNATI 131508 117908 13600 3000 2647 34 1081733 988719 93014 129723 35211 5350 127893 1624847 1518233 106614 137873 40919 6350 224430 409572 -302958 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FEES OF $790,865 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. 1 STRONGER FAMILIES 12015 115TH AVE NE KIRKLAND WA 98034 943080306 501(C)(3) 347140 PROGRAM SUPPORT TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS 3033 WILSON BLVD ARLINGTON VA 22201 920152268 501(C)(3) 50000 PROGRAM SUPPORT ARMY WAR COLLEGE FOUNDATION INC 122 FORBES AVE CARLISLE PA 17013 232034407 501(C)(3) 7500 PROGRAM SUPPORT USO METROPOLITAN WASHINGTON - BALTIMORE 228 MCNAIR RD FORT MYER VA 22111 530204665 501(C)(3) 829915 REVENUE SHARE / EVENT / CENTER SUPPORT USO METROPOLITAN NEW YORK 1601 BROADWAY NEW YORK NY 10019 132500122 501(C)(3) 758092 REVENUE SHARE / EVENT / PROGRAM SUPPORT USO NORTH CAROLINA PO BOX 91536 RALEIGH NC 27675 560532315 501(C)(3) 151300 REVENUE SHARE / PROGRAM SUPPORT USO PIONEER VALLEY 100 WALKER AVENUE CHICOPEE MS 01022 043142143 501(C)(3) 13578 REVENUE SHARE / PROGRAM SUPPORT 7 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 X 1 1 X X X X X 1 0 0 0 0 0 0 1 0 DR JD CROUCH II PRESIDENT & CEO 547827 0 110864 0 1782 0 22717 0 25282 0 708472 0 0 0 PHILIP PARISI TREASURER / CFO (END 07/2020) 165276 0 68800 0 186926 0 180482 0 20826 0 622310 0 0 0 LISA ANASTASI CDMO 348957 0 58600 0 1770 0 25405 0 30355 0 465087 0 0 0 ALAN REYES COO 341608 0 53900 0 2121 0 25650 0 31537 0 454816 0 0 0 TAMMY HEISER SECRETARY / SVP, HUMAN RESOURCES 258284 0 43400 0 2121 0 24661 0 26938 0 355404 0 0 0 KRISTINE SHUMACK TREASURER / CFO (BEG 10/2020) 229440 0 27900 0 1865 0 21792 0 29090 0 310087 0 0 0 VIRGINIA JOHNSON SVP, GOVT REL AND EXT AFFAIRS 218010 0 27500 0 1618 0 19240 0 29902 0 296270 0 0 0 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 237258 0 16000 0 1139 0 22248 0 12101 0 288746 0 0 0 GARY COLE REGIONAL PRESIDENT (CENTRAL) 229239 0 20600 0 577 0 17828 0 17575 0 285819 0 0 0 ROBERT KURKJIAN REGIONAL PRESIDENT (WEST) 256820 0 0 0 581 0 17571 0 10232 0 285204 0 0 0 CHARLES HYDE REGIONAL VP, OPERATIONS (PACIFIC) 186100 0 12000 0 36800 0 16351 0 2096 0 253347 0 0 0 BRIAN COOK VP, DIRECT RESPONSE 214375 0 12725 0 341 0 15897 0 2603 0 245941 0 0 0 CHRISTOPHER PLAMP SVP,OPS, PROGRAMS & ENTERTAINMENT 190413 0 0 0 25908 0 16771 0 5197 0 238289 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE HOUSING ALLOWANCES AND RESIDENCES FOR PERSONAL USE OF $36,000 WERE PROVIDED TO CHARLES HYDE DUE TO HIS ROLE AS REGIONAL OFFICE LEADERSHIP FOR USO OPERATIONS IN THE PACIFIC. THESE ALLOWANCES WERE INCLUDED AS TAXABLE COMPENSATION IN HIS 2020 FORM W-2. 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. PART I, LINE 4A SEVERANCE PAYMENT SEVERANCE IN THE AMOUNT OF $321,860 WAS REPORTED FOR PHILIP PARISI DUE TO HIS DEPARTURE IN THE ROLE OF TREASURER / CHIEF FINANCIAL OFFICER. SEVERANCE WAS PAID IN TWO INSTALLMENTS. HALF WAS PAID DURING 2020 AND INCLUDED IN OTHER REPORTABLE COMPENSATION FIGURES REPORTED ON SCHEDULE J, PART II, COLUMN B(III). THE OTHER HALF WILL BE PAID DURING 2021 AND INCLUDED IN DEFERRED COMPENSATION FIGURES REPORTED ON SCHEDULE J, PART II, COLUMN C. 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 2019 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 25447 COST X 7267655 COST X 81 731891 FMV X 1321 5309672 COST X NON CASH NET ASSETS 4 1969704 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, 2020, THE USO EXECUTED MERGER AGREEMENTS WITH FOUR 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 I, LINE 1 CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. FORM 990, PART III, LINE 4A FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: USO CENTERS THE USO PROVIDES PROGRAMS, ENTERTAINMENT AND SERVICES AT MORE THAN 250 LOCATIONS WORLDWIDE. USO OPERATIONS ARE LOCATED THROUGHOUT THE UNITED STATES (INCLUDING THE U.S. TERRITORY OF GUAM), AND IN COUNTRIES OVERSEAS, INCLUDING AFGHANISTAN, AUSTRALIA, DJIBOUTI, GERMANY, ITALY, IRAQ, JAPAN, JORDAN, KOREA, KUWAIT, POLAND, QATAR, SAUDI ARABIA, SPAIN, TURKEY, AND UNITED ARAB EMIRATES. 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 2020 USO LOGGED MORE THAN 7.4 MILLION SERVICE INSTANCES (INCLUDING CHARTERED USO AFFILIATES). 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 2020, THE USO CELEBRATED THE OPENING OF SEVERAL NEW LOCATIONS INCLUDING NEW LONDON, CONNECTICUT; NAVAL BASE GUAM, GUAM; FORT SHAFTER, HAWAII; LOUISVILLE MUHAMMAD ALI INTERNATIONAL AIRPORT, KENTUCKY; NEW ORLEANS MEPS, LOUISIANA; RICKENBACKER AIR NATIONAL GUARD BASE, OHIO; EASTERN EUROPE EXPEDITIONARY VEHICLE, POLAND; PRINCE SULTAN AIR FORCE BASE, SAUDI ARABIA; AND SOUTHEAST MOBILE SPRINTER, UNITED STATES. IN ADDITION TO THESE CENTERS, THE USO RENOVATED SASEBO NIMITZ PARK, JAPAN; CAMP WALKER, KOREA; OSAN AIR BASE, KOREA; TUMON BAY, GUAM; SASEBO FLEET LANDING, JAPAN; CAMP KINSER, OKINAWA; SAN FRANCISCO INTERNATIONAL AIRPORT, CALIFORNIA; FORT HOOD, TEXAS; POHAKULOA TRAINING AREA, HAWAII; MILWAUKEE INTERNATIONAL AIRPORT, WISCONSIN; AND WRIGHT-PATTERSON AIR FORCE BASE, OHIO. IN 2020, USO CENTERS AT Q-WEST, IRAQ; AL TAQADDUM AIR BASE, IRAQ; OB FENTY, AFGHANISTAN; BAGRAM EAST, AFGHANISTAN; KANDAHAR, AFGHANISTAN; AND HANSCOM AIR BASE, MASSACHUSETTS CLOSED THEIR DOORS. THE USO HAS THREE 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. FURTHER SUPPORT IS ALSO PROVIDED IN OTHER KEY MILITARY HOSPITALS IN THE U.S., SUCH AS OUTREACH DINNERS TO BUILD BONDS WITH FAMILIES AND RECOVERING SERVICE MEMBERS AT BROOKE ARMY MEDICAL CENTER IN SAN ANTONIO, TEXAS. USO ALSO OFFERS SERVICE MEMBERS SUPPORT THROUGH ITS MOBILE VEHICLE UNITS. THESE LARGE MOBILE UNITS TRAVEL TO EVENTS AND MILITARY EXERCISES TO PROVIDE PLACES FOR SERVICE MEMBERS TO RELAX DURING DOWNTIME, PROVIDE USO SERVICES TO AREAS WITHOUT A BRICK-AND-MORTAR USO CENTER AND SUPPORT COMMUNITIES IN TIMES OF CRISIS. IN ADDITION TO SUPPORTING TRAINING EXERCISES AND BRINGING USO SERVICES TO NEARBY INSTALLATIONS, MOBILE UNITS ALSO DEPLOY TO SUPPORT OUR SERVICE MEMBERS IN THE EVENT OF A LOCAL OR NATIONAL EMERGENCY, SUCH AS HURRICANES OR WILDFIRES. DURING 2020, THESE MOBILE UNITS SUPPORTED THE NATIONAL GUARD ACROSS 25 STATES DURING THE 2020 COVID-19 PANDEMIC. USO IS IN THE PROCESS OF REGIONALIZING OPERATIONS IN THE CONTINENTAL UNITED STATES, WITH THE GOAL OF UNIFYING THE ORGANIZATION TO EXPAND PROGRAM DELIVERY, MAXIMIZE FUNDRAISING POTENTIAL, AND INCREASE ORGANIZATIONAL STRENGTH. THIS EFFORT CONTINUED IN 2020 WITH THE ESTABLISHMENT OF NEW REGIONAL TEAMS AND THE EXECUTION OF MERGER AGREEMENTS WITH CHARTERED AFFILIATE USO ENTITIES. FORM 990, PART III, LINE 4B FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: PUBLIC AWARENESS AND OUTREACH THE 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 2020, THE USO CONTINUED THE FORCE BEHIND THE FORCES, A BRAND AWARENESS CAMPAIGN REINTRODUCING THE USO TO THE AMERICAN PUBLIC, AND ENCOURAGING AMERICANS TO STAND BEHIND THE FORCE, AS A COMMUNITY OF SUPPORTERS COMMITTED TO CONNECTING SERVICE MEMBERS TO THE THINGS THAT THEY HOLD DEAR AND DEMONSTRATE APPRECIATION OF THOSE WHO SELFLESSLY SERVE OUR NATION. ADDITIONALLY, WE INTRODUCED A HOLIDAY VERSION OF THE PROGRAM IN THE FOURTH QUARTER. THE MULTI-CHANNEL CAMPAIGN GENERATED NEARLY 300 MILLION PUBLIC SERVICE ANNOUNCEMENT IMPRESSIONS, 74.5 MILLION SOCIAL MEDIA IMPRESSIONS, AND 26.3 BILLION EARNED MEDIA IMPRESSIONS. THROUGH ITS WEBSITE AND MAIL, THE USO COLLECTED MORE THAN 6.9 MILLION MESSAGES OF APPRECIATION FROM THE AMERICAN PUBLIC WHICH ARE BEING DISTRIBUTED OR DISPLAYED AT USO LOCATIONS ACROSS THE GLOBE. FORM 990, PART III, LINE 4C FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: EXPEDITIONARY AND MILITARY FAMILY PROGRAMS 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. EXPEDITIONARY SUPPORT THE USO DISTRIBUTED 282 KITS OF ELECTRONIC GAMING, SPORTS EQUIPMENT, BOARD GAMES, MOVIES AND PERSONAL CARE ITEMS TO DEPLOYED SERVICE MEMBERS IN REMOTE LOCATIONS IN 2020. THE USO CARE PACKAGE PROGRAM DISTRIBUTED MORE THAN 200,000 SNACK OR TOILETRY PACKS TO SERVICE MEMBERS ACROSS THE GLOBE. OPERATION PHONE HOME THE USO PROVIDED A PRIVATE PHONE NETWORK THAT ALLOWED SERVICE MEMBERS TO MAKE FREE CALLS HOME, COMPUTERS WITH HIGH-SPEED INTERNET BANDWIDTH AND FREE INTERNET ACCESS FOR SERVICE MEMBERS' OWN COMPUTERS TO ALLOW SERVICE MEMBERS TO CONNECT WITH THEIR FAMILIES. IN SOUTHWEST ASIA ALONE, MORE THAN 1 MILLION MINUTES WERE LOGGED IN FREE TALK TIME AND APPROXIMATELY 230,000 FREE WI-FI SESSIONS WERE LOGGED. IN OTHER PLACES AROUND THE WORLD, MANY USO LOCATIONS ALSO OFFER FREE INTERNET AND FREE PHONE CALLS. MILITARY FAMILIES THROUGH A PARTNERSHIP WITH THE WHAT TO EXPECT FOUNDATION, THE USO HOSTED VIRTUAL BABY SHOWERS SERVING MORE THAN 1,000 MILITARY SPOUSES AND EXPECTANT ACTIVE-DUTY PARENTS FOR MILITARY MOMS-TO-BE AROUND THE GLOBE IN 2020. THE USO ALSO CONNECTS MILITARY PARENTS WITH THEIR CHILDREN BACK HOME BY HOSTING THE USO BOB HOPE LEGACY READING PROGRAM AT SELECT USO CENTERS WORLDWIDE THAT ALLOWS SERVICE MEMBERS TO RECORD THEMSELVES READING A STORY ALOUD TO THEIR CHILD, WHICH THE USO THEN MAILS BACK HOME. DURING 2020, THE USO CONNECTED MILITARY FAMILIES THROUGH OVER 17,000 STORY TIME RECORDINGS SHARED AROUND THE WORLD. THE USO ALSO EXECUTED ROUGHLY 400 COFFEE CONNECTIONS, WHICH HELPED CONNECT MILITARY SPOUSES TO THEIR LOCAL COMMUNITY, SOCIAL AND PROFESSIONAL NETWORKS. DURING 2020, THE USO HAD NEARLY 8,000 MILITARY SPOUSES PARTICIPATE IN THESE EVENTS. MOST USO SPOUSE SUPPORT PROGRAMS WERE OFFERED IN A VIRTUAL SETTING THROUGH 2020. MILITARY COUPLES SEMINARS AND EVENTS THE USO, IN COLLABORATION WITH STRONGER FAMILIES, OFFERS SEMINARS AND SIMILAR EVENTS TO HELP COUPLES LEARN TO IMPROVE THEIR COMMUNICATION, BETTER UNDERSTAND EACH OTHER'S NEEDS, RESOLVE CONFLICT, REKINDLE ROMANCE AND FIND RENEWED HOPE. IN 2020, OVER 4,700 MILITARY ATTENDEES BENEFITTED FROM 123 OXYGEN LIVE LEARNING EVENTS HELD ACROSS THE COUNTRY AND THROUGH ONLINE LEARNING EVENTS. THE USO HAS TEAMED UP WITH BRITTANY BOCCHER, THE 2017 MILITARY SPOUSE OF THE YEAR, TO LAUNCH A SERIES OF WORKSHOPS AROUND THE WORLD. THESE THREE-HOUR WORKSHOPS, LED BY MRS. BOCCHER AND HOSTED AT A USO CENTER, ALLOW SPOUSES TO FIND THEIR PASSION AND PURPOSE AND TO APPROACH LIFE'S CHALLENGES WITH A MORE POSITIVE AND PROACTIVE OUTLOOK. THROUGH OUR RESEARCH CONDUCTED IN 2018, THE BACKBONE OF OUR MILITARY, WE FOUND THAT SPOUSES AROUND THE WORLD FELT A FEELING OF LOSS, UNCERTAIN IDENTITY AND A LACK OF PURPOSE CAUSED BY THE RIGORS OF MILITARY LIFE. THIS WORKSHOP HELPS FILL THAT GAP WITH THE DETERMINATION OF EMPOWERING, ENCOURAGING AND INSPIRING MILITARY SPOUSES TO FIND THEIR IDENTITIES AND LIVE THEIR LIVES WITH PURPOSE. IN 2020, THESE WORKSHOPS WERE OFFERED BOTH IN PERSON AND VIRTUALLY, REACHING MORE THAN 500 SPOUSES AROUND THE WORLD. FAMILIES OF THE FALLEN THE 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. 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 2021. MEETING MINUTES REFLECT THE REVIEW AND DISCUSSION OF THE IRS FORM 990 AT THE AUDIT COMMITTEE MEETING HELD IN JULY 2021. 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, 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 (FORCE BEHIND THE FORCES 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 WRITTEN OFF -562,005. FORM 990, PART XII, LINE 2C OVERSIGHT OF THE AUDIT USO'S OVERSIGHT OVER AUDIT PROCESS HAS NOT CHANGED FROM PRIOR YEARS. 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 0 0 0