2020-11-16T15:05:07-06:00 2019-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2019-01-01 203973151 THANKS USA THAN 7035564259 1390 CHAIN BRIDGE ROAD SUITE 260 MCLEAN VA 22101 JON ROSA PRESIDENT & CEO 2026436175 2020-11-16 1 DANIEL O'SHEA P00957510 3016529100 2020-11-13 209.59.242.37 2020-11-16 13:33:19 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F9BA0E82A6D947CC92540FBC56E8B73643681DA5 2019 2021-01-29 14:40:06Z JON ROSA 1390 CHAIN BRIDGE ROAD SUITE 260 MCLEAN VA 22101 939194 0 X WWW.THANKSUSA.ORG X 2005 VA THANKS U.S.A. MOBILIZES AMERICANS OF ALL AGES TO "THANK" THE MEN AND WOMEN OF THE UNITED STATES ARMED FORCES BY PROVIDING FINANCIAL NEED-BASED COLLEGE, TECHNICAL, AND VOCATIONAL SCHOOL SCHOLARSHIPS AND PATHWAYS TO MEANINGFUL EMPLOYMENT FOR THEIR SPOUSES AND COLLEGE-AGED CHILDREN. 26 26 4 12 0 0 1361947 837491 0 0 2506 2993 -118091 -182020 1246362 658464 857435 544697 0 0 401396 437856 0 0 75600 402533 390480 1661364 1373033 -415002 -714569 1161903 789410 325554 621682 836349 167728 X THANKS U.S.A. MOBILIZES AMERICANS OF ALL AGES TO "THANK" THE MEN AND WOMEN OF THE UNITED STATES ARMED FORCES BY PROVIDING FINANCIAL NEED-BASED COLLEGE, TECHNICAL, AND VOCATIONAL SCHOOL SCHOLARSHIPS AND PATHWAYS TO MEANINGFUL EMPLOYMENT FOR THEIR SPOUSES AND COLLEGE-AGED CHILDREN. 0 0 1197105 544697 SCHOLARSHIP PROGRAM - IN 2019, 199 SCHOLARSHIPS WERE AWARDED, BRINGING THE TOTAL SINCE 2006 TO MORE THAN 4,500 SCHOLARSHIPS VALUED AT APPROXIMATELY $14 MILLION. RECIPIENTS COME FROM EACH OF THE 50 STATES AND THE DISTRICT OF COLUMBIA, AND REPRESENT ALL MILITARY BRANCHES INCLUDING THE GUARD AND RESERVES, WITH PREFERENCE GIVEN TO FAMILIES OF THE FALLEN AND WOUNDED. INCLUDED IN THE 199 SCHOLARSHIPS, ARE IN-KIND SCHOLARSHIPS RECEIVED AND AWARDED BY THANKS U.S.A. VALUED AT $270,540. THANKS U.S.A. ALSO MAINTAINED PATHWAYS FOR PATRIOTS, A PROGRAMMATIC EXPANSION THAT CONNECTS OUR SCHOLARSHIP APPLICANTS AND THE CORPORATE COMMUNITY TO HELP BRIDGE THE GAP BETWEEN EDUCATION AND MEANINGFUL EMPLOYMENT. WE DO THAT BY FACILITATING NETWORKING, MENTORING, AND INTERNSHIP OPPORTUNITIES BETWEEN OUR SCHOLARS AND SPONSORS. 1197105 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA DC IL KS KY MD MA NH NJ NY OR VA X X X JON ROSA 2026436175 1390 CHAIN BRIDGE ROAD SUITE 260 MCLEAN VA 22101 ALEXANDER EHRLICH DIRECTOR 2.00 X 0 0 0 ANDREW DON DIRECTOR 2.00 X 0 0 0 ANTHONY APPLEWHAITE DIRECTOR 2.00 X 0 0 0 CAPT JOHN P COFFEY DIRECTOR 2.00 X 0 0 0 CAROLYN FEREK SECRETARY 4.00 X X 0 0 0 COL JOHN LANIER WARD DIRECTOR 2.00 X 0 0 0 DEANNA TANNER OKUN DIRECTOR 2.00 X 0 0 0 ELIZABETH FRAZEE DIRECTOR 2.00 X 0 0 0 FELICIA DELLANINI DIRECTOR 2.00 X 0 0 0 FRANK J FAHRENKOPF JR DIRECTOR 2.00 X 0 0 0 GEN ANN E DUNWOODY DIRECTOR 2.00 X 0 0 0 GEN DAVID PERKINS DIRECTOR 2.00 X 0 0 0 GEN GEORGE W CASEY JR DIRECTOR 2.00 X 0 0 0 HONORABLE B ROBERT OKUN CHAIRMAN 6.00 X X 0 0 0 JESSICA MARVENTANO DIRECTOR 2.00 X 0 0 0 KELSI OKUN DIRECTOR 2.00 X 0 0 0 LARRY DUNCAN DIRECTOR 2.00 X 0 0 0 LAURA A ODELL DIRECTOR 2.00 X 0 0 0 LILY BECKER OUTGOING DIRECTOR 2.00 X 0 0 0 MRS BONNIE AMOS OUTGOING DIRECTOR 2.00 X 0 0 0 MRS DEBORAH MULLEN DIRECTOR 2.00 X 0 0 0 PATRICIA ST GEORGE TREASURER 3.00 X X 0 0 0 PETER L THOREN DIRECTOR 2.00 X 0 0 0 RACHEL OKUN DIRECTOR 2.00 X 0 0 0 RADM TERENCE E MCKNIGHT OUTGOING DIRECTOR 2.00 X 0 0 0 RHETT BUTLER DIRECTOR 2.00 X 0 0 0 RUSS OWEN DIRECTOR 2.00 X 0 0 0 STEPHEN E BASKIN DIRECTOR 2.00 X 0 0 0 TIMOTHY H GILLIS DIRECTOR 2.00 X 0 0 0 WIN SHERIDAN OUTGOING DIRECTOR 2.00 X 0 0 0 JON ROSA PRESIDENT 50.00 X 190000 0 2400 MICHELE STORK EXECUTIVE DIRECTOR THRU 2/19 50.00 X 38843 0 500 228843 0 2900 1 0 1 0 0 311517 86404 439570 34700 837491 2993 2993 98710 311517 280730 -182020 -182020 658464 0 0 -179027 544697 544697 231743 178442 20857 32444 171988 132431 15479 24078 5700 4389 513 798 28425 21887 2558 3980 23425 2194 21231 605 605 99340 87899 11441 6743 3523 919 2301 13866 388 3788 9690 176 176 9037 6733 2107 197 183205 177533 5672 2671 2671 7672 6892 780 INKIND GOODS 34700 34700 BANK AND MERCHANT SERVI 6077 2289 2456 1332 OTHER 2540 2540 TAXES & FEES 423 423 1373033 1197105 100328 75600 113426 128790 533221 154155 28454 22080 462302 459885 24500 24500 1161903 789410 325554 352467 269215 325554 621682 X 505989 -175329 330360 343057 836349 167728 1161903 789410 -714569 45948 0 X X 0 0 0 X 1574283 1878151 1990694 1361947 837491 7642566 1574283 1878151 1990694 1361947 837491 7642566 699907 6942659 2219 2414 2404 3508 2993 13538 98710 98710 7754814 0.89530 0.85250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24500 0 0 FIXED INCOME SECURITIES 459885 F 459885 1302488 45948 317951 363899 938589 605 -280730 -280125 658464 1971109 317951 280730 598681 1372428 605 605 1373033 PART III, LINE 4: A TREASURE CHEST OF CIVIL WAR ARTIFACTS PLUS AUTHENTIC COINAGE DATING ALL THE WAY BACK TO THE FAMOUS SILVER DOLLAR; OVER 1,000 CARATS OF GENUINE FACETED GEMS (INCLUDING RUBY, AMETHYST, OPAL AND TURQUOISE); ALL BIRTH STONES REPRESENTED; ALSO LUMINOUS PEARL STRANDS, GOLD NUGGETS, CORAL CARVINGS, COINS RETRIEVED FROM SHIPWRECKS, DIAMOND RINGS, EMERALD EARRINGS, JADE AND CORAL PENDANTS AND PINS, SAPPHIRE JEWELRY AND MUCH MORE. THE TREASURE CHEST SUPPORTS THE THANKS U.S.A. SCHOLARSHIP PROGRAM IN THAT ITEMS ARE SOMETIMES AUCTIONED OFF AT FUNDRAISERS AND FUNDS GO TOWARDS THE SCHOLARSHIP PROGRAM. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -280,730. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 280,730. GALA 397177 309677 87500 2195 150275 60000 47791 J. CASEY GOLF 13050 1840 11210 5399 15070 410227 311517 98710 2195 150275 5399 60000 62861 280730 -182020 1 SCHOLARSHIP 199 544697 PART I, LINE 2: PER THE SCHOLARSHIP MANAGEMENT SERVICES PROCEDURES MANUAL, A CHECKLIST FOR DECISIONS IS PREPARED WHICH REQUIRES THOROUGH REVIEW OF THE CONTRACT AND ALL PROGRAM PARAMETERS BY BOTH THE PROGRAM MANAGER AND A SENIOR MANAGER OF THE DEPARTMENT. AFTER REVIEWING THE PROGRAM PARAMETERS, EACH PERSON INVOLVED IN THE SELECTION OF RECIPIENTS SIGNS OFF ON THE DECISIONS FORM. ELIGIBILITY CRITERIA ARE CHECKED AT VARIOUS STAGES IN PROCESSING WITH THE FINAL CHECK CONDUCTED BY THE COMMITTEE AT THE TIME OF RECIPIENT SELECTION. 0 0 0 0 0 0 0 0 0 JON ROSA PRESIDENT 190000 0 0 0 0 0 0 0 2400 0 192400 0 0 0 X DONATED TRAVEL 3 30300 FMV X DONATED MEALS 2 2520 FMV X MISC AUCTION ITEMS 3 1880 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS HONORABLE B. ROBERT OKUN AND DEANNA TANNER OKUN ARE HUSBAND AND WIFE. THEIR DAUGHTERS, RACHEL AND KELSI OKUN, ARE ALSO BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN PERSON WITH THE PRESIDENT & CEO AND EXECUTIVE COMMITTEE. UPON APPROVAL FROM THE PRESIDENT & CEO, THE 990 IS EMAILED TO THE OFFICERS AND BOARD MEMBERS FOR COMMENTS. UPON INCORPORATING COMMENTS FROM THE OFFICERS AND BOARD, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST IS A STANDING ITEM ON THE BOARD MEETING AGENDA. IT IS REVIEWED TWICE A YEAR WITH ALL MEMBERS PRESENT. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT & CEO CONSULTS WITH THE OFFICERS OF THE BOARD ABOUT THE EXECUTIVE DIRECTOR'S PERFORMANCE FOR THE YEAR. HE ALSO USES COMPARABILITY DATA FROM PUBLIC SOURCES SUCH AS THE NONPROFIT TIMES AND ASSESSES THE NEEDS OF THE ORGANIZATION GOING FORWARD FOR THE ENSUING 12 MONTHS AND ARRIVES AT THE PROPOSED COMPENSATION PACKAGE. THE PRESIDENT & CEO OF THE ORGANIZATION HAS A CONTRACT WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 PART XII DUE TO THE IMPACT OF COVID-19 PANDEMIC, THE AUDITED 2019 FINANCIAL STATEMENTS HAVE YET TO BE ISSUED AS OF THE FILING OF THE 2019 FORM 990. THIS FORM 990 HAS BEEN PREPARED USING THE BEST ESTIMATES AVAILABLE AT THE TIME, AND IF THE FINAL AUDITED FINANCIAL STATEMENTS CONTAIN MATERIAL DIFFERENCES AN AMENDED 2019 FORM 990 WILL BE FILED.