2020-10-16T13:09:03-05:00 2019-12-31 Grant Thornton LLP 1000 WILSON BLVD SUITE 1400 ARLINGTON VA 22209 990 2019-01-01 131610451 UNITED SERVICE ORGANIZATIONS INC % KRISTINE SHUMACK INTERIM CF UNIT 7039086400 2111 WILSON BLVD Suite 1200 ARLINGTON VA 22201 KRISTINE SHUMACK INTERIM CFO 7039086400 2020-10-16 true MARY TORRETTA P00847851 7038477500 68.134.16.150 54681420202905000018 2020-10-16 P 03CBAE45BD8E2F188EB28F31E827C7F4869431D2 4206DE70F8769D0AFB9A6B12E9B05D875F5A22C0 2019 2021-01-29 14:40:06Z JD Crouch II 2111 WILSON BLVD ARLINGTON VA 22201 186758608 false 1291 X HTTP://WWW.USO.ORG X 1941 DC THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. 24 23 747 20846 0 0 133721609 146916201 1238388 746232 658458 372487 -62657 -227487 135555798 147807433 4828275 26956165 0 0 48684276 50381815 2120231 2576102 25337298 73927006 75674814 129559788 155588896 5996010 -7781463 108393714 98585488 16155582 13648890 92238132 84936598 X THE UNITED SERVICE ORGANIZATIONS, INC. 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("USO") LOBBIES FOR CONGRESSIONAL APPROPRIATIONS AND ENSURES MEMBERS OF CONGRESS ARE ON ITS CAUCUS TO FOSTER RELATIONSHIPS WITH service members. 487287 100000 58981 646268 398345 100000 -10934 124 487287 276030 100000 22315 398345 25000 250000 1030 276030 12317654 -86790 12205864 25000 0.88970 0.11030 false true true 21815758 11458103 10357655 2580076 1646085 933991 12188330 7925266 4263064 15554710 0 0 X INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 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. INCOME TAXES SCHEDULE D, PART X, LINE 2 US 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. The tax years ending December 31, 2019, 2018, 2017 and 2016 are still open to audit for both federal and state purposes. USO has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. East Asia and the Pacific 19 68 Program Services OP. of USO Center 6720538 Europe (Including Iceland and Greenland) 19 82 Program Services OP. of USO Center 6617513 Middle East and North Africa 10 42 Program Services OP. of USO Center 6842161 South Asia 4 14 Program Services OP. of USO Center 2147953 52 206 52 206 22328165 22328165 false false false false false false ACTIVITIES OUTSIDE U.S. SCHEDULE F, PART I, LINE 2 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. ACCOUNTING METHOD USED SCHEDULE F, PART I, LINE 3, COLUMN F THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. 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REGULARLY REQUIRED REPORTS INCLUDE FINANCIAL REPORTS AND PROGRAM ACTIVITY REPORTS. X X X true true X X X X X false false false false false false false true false JD Crouch II President/CEO 548058 0 110864 0 1782 0 24172 0 24316 0 709192 0 0 0 Philip Parisi Treasurer/ CFO 299765 0 46000 0 2121 0 19947 0 29279 0 397112 0 0 0 Tammy Heiser SECRETARY/SVP, HUMAN RESOURCES 250634 0 44000 0 1905 0 23091 0 26082 0 345712 0 0 0 Lisa Anastasi CDMO 334433 0 50000 0 1770 0 20500 0 29379 0 436082 0 0 0 Alan Reyes COO 324091 0 46000 0 2121 0 25200 0 30155 0 427567 0 0 0 Virginia Johnson SVP, GOVT REL AND EXT AFFAIRS 218027 0 33000 0 1566 0 19618 0 14168 0 286379 0 0 0 Sara Lottie REGIONAL VP, OPERATIONS SWA 142890 0 7350 0 87753 0 11282 0 8391 0 257666 0 0 0 Charles Hyde REGIONAL VP, OPERATIONS PAC 176652 0 10550 0 36405 0 15442 0 2000 0 241049 0 0 0 Chad Hartman VP, DEVELOPMENT 197620 0 22600 0 211 0 17136 0 11278 0 248845 0 0 0 Eli Hertz VP, INFORMATION TECHNOLOGY 205230 0 10300 0 1455 0 19678 0 6059 0 242722 0 0 0 Kristine Shumack VP, CONTROLLER 190174 0 18050 0 1712 0 19338 0 27535 0 256809 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE HOUSING ALLOWANCES AND RESIDENCES FOR PERSONAL USE WERE PROVIDED TO THE FOLLOWING INDIVIDUALS DUE TO THEIR ROLES AS REGIONAL OFFICE LEADERSHIP FOR USO OPERATIONS IN SOUTHWEST ASIA AND THE PACIFIC: SARA LOTTIE, REGIONAL VICE PRESIDENT SOUTHWEST ASIA - $55,283 CHARLES HYDE, REGIONAL VICE PRESIDENT PACIFIC - $36,000 THESE ALLOWANCES WERE INCLUDED AS TAXABLE COMPENSATION ON EACH EMPLOYEE'S 2019 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. 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. GROSS-UP PAYMENT AN EMPLOYEE RECEIVABLE EXISTS FOR SARA LOTTIE, REGIONAL VICE PRESIDENT, OPERATIONS SWA, DUE TO AN ADMINISTRATIVE ISSUE. THE GROSS-UP AMOUNT OF CALCULATED INTEREST ON THIS RECEIVABLE IS INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS THE AMOUNTS SHOWN IN PART II, COLUMN B(II) FOR THE OFFICERS AND KEY EMPLOYEES WERE PAID BASED ON THE 2019 ACHIEVEMENT OF ORGANIZATIONAL GOALS AND INDIVIDUAL CONTRIBUTIONS AND ACCOMPLISHMENTS AND WERE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE HIGHLY COMPENSATED EMPLOYEES WERE PAID BASED ON THE 2019 ACHIEVEMENTS AND WRITTEN PERFORMANCE PLANS AND WERE APPROVED BY MANAGEMENT. X 26724 COST / SELLING PRICE X 3107063 COST / SELLING PRICE X 2 80250 FAIR MARKET VALUE X 66 4241612 FAIR MARKET VALUE X 1751 4085831 COST / SELLING PRICE X NONCASH NET ASSETS 8 10593447 NET ASSETS - FMV 1 false true true NONCASH CONTRIBUTIONS Schedule M, Part I, line 25 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, 2019, the USO executed merger agreements with eight 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. THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS SCHEDULE M, PART I, LINE 32A 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. PROGRAM SERVICES USO CENTERS FORM 990, PART III, LINE 4A The USO provides programs, entertainment and services at more than 250 locations worldwide, including more than 189 USO owned and operated locations, and more than 60 chartered USO affiliate locations. 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, Korea, Kuwait, Qatar, 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 2019 USO logged more than 12.7 million service instances (including 3.1 million participants through its 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 2019, the USO celebrated the opening of several new locations including Camp Pendleton, California; Fort Huachuca, Arizona; Camp Dodge, Iowa; Seymour Johnson AFB, North Carolina; USAG Baumholder, Germany; Honolulu MEPS, Hawaii; and Kansas City MEPS, Mo. In addition to these centers, the USO expanded the center on Guam at Andersen Air Force Base, relocated to a brand-new building and additional facility on Camp Humphreys, Korea, renovated Camp Buehring, Kuwait and our center at MCAS Futenma, Okinawa. In June of 2019, USO Rome closed its doors. The USO partners with its affiliate, USO of Metropolitan Washington-Baltimore, to operate two USO warrior and family centers adjacent to major military hospitals in Bethesda, MD, and Fort Belvoir, VA to support wounded, ill, and injured service members, their family members, caregivers, and hospital staff at each installation. These facilities provide a relaxing, home-like atmosphere for respite and participation in recreational programs, including art therapy rooms, healing gardens, sports lounges, music rooms, classroom training facilities, and kitchens. USO also offers service members support through its mobile vehicle units. These large mobile centers 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 locations also deploy to support our service members in the event of a local or national emergency, such as hurricanes or wildfires. PUBLIC AWARENESS & OUTREACH FORM 990, PART III, LINE 4B The USO's communications and 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 2019, 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. The multi-channel campaign generated more than 800 million Public Service Announcement impressions, 49 million social media impressions, and 25.71 billion earned media impressions. Through its website and mail, the USO collected more than 4 million messages of appreciation from the American public which are being distributed or displayed at USO locations across the globe. EXPEDITIONARY AND MILITARY FAMILY PROGRAMS FORM 990, PART III, LINE 4C 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 230 bundles of electronic gaming, sports/musical equipment, and personal care items to deployed service members in remote locations in 2019. The USO Care Package Program distributed more than 170,000 snack or toiletry packs to service members across the globe. The USO has continued to offer seasonal holiday care packages, which include decorations, snacks, DVDs and games to help service members stationed in remote corners of the world celebrate American holidays. Operation Phone Home In addition, the USO provided a private phone network that allowed service members to make free calls home, computers with high-speed internet bandwidth, free internet access for service members' own computers and provided more than 23,000 free international prepaid calling cards to allow service members to connect with their families. In Southwest Asia alone, more than 2.8 million minutes were logged in free talk time and approximately 760,000 in 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 events serving more than 3,406 military spouses and expectant active-duty parents for military moms-to-be around the globe in 2019. The USO also connects military parents with their children back home by hosting a nationally recognized 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 2019, the USO connected nearly 40,000 military families around the world through reading. The USO EmPaCt program is designed to engage the entire family, flipping traditional family dynamics and empowers military kids to lead the outcomes of their family's experience. During an EmPaCt event, families play games together, connect over shared experiences and then tackle a fun, problem-solving activity using cardboard, recycled goods and creativity. Families are encouraged to reflect on their EmPaCt experience and continue infusing the playful and positive problem-solving skills they have developed into a healthy, resiliency-building habit. During 2019, the USO EmPaCt program served 173 participants at 11 events around the globe. The USO Family Activity Box program designed to afford military families a connective experience, whether participating in family-engagement events at USO centers or at home around their own table. The box is customized with targeted comfort products and includes family craft activities that reinforce proven resiliency habits such as managing emotions, understanding expectations or overcoming challenges. Each family box is assembled by hand by USO volunteers and staff and customized for up to six family members, with more than one box provided to support larger families. Due to the personalized assembly, the program is currently available by request only through centers participating in the program. During 2019, the USO Family Activity Box program served 4,923 participants within 1,200 families. The USO also executed 268 Military Spouse Networking Events and Coffee Connections, which helped connect Military Spouses to their local communities, social and professional networks. During 2019, the USO had 8,014 military spouses participate in these events. 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 2019, nearly 6,000 military attendees benefitted from 197 OXYGEN live learning events held across the country and through online learning events. In 2019, the USO 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 2019, the USO piloted the program through 21 events and reached nearly 400 military spouses. Families of the Fallen The USO has supported every dignified transfer at Dover Air Force Base since March 1991, including over 85 dignified transfers in 2019. 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. In 2019, the USO supported over 310 family members traveling to and from Dover. ENTERTAINMENT TOURS FORM 990, PART III, LINE 4D USO entertainment tours feature celebrities, performers and engaging shows to keep service members and military family members connected to family, home and country. In 2019, the USO deployed 95 celebrity entertainers, who graciously donated millions of dollars' worth of their professional services and their time to participate in 45 tours to 20 countries and 22 states, entertaining more than 77,400 service members and military family members. Four of these tours were to combat zones. TRANSITION SERVICES Form 990, Part III, Line 4d USO Pathfinder The Pathfinder program extends the USO experience to service members and military spouses 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. At the end of 2019, the USO had 19 Pathfinder Sites across the United States. In 2019, the USO also opened new Pathfinder locations on Camp Pendleton, CA and in Chicago, IL. The USO Pathfinder program's approach includes: Personalized service: The USO Pathfinder mission is delivered by Scouts, USO staff who have a deep knowledge of and connection to the vast ecosystem of services and opportunities available to transitioning service members and military spouses. Scouts work one-on-one with individuals to create an Action Plan - a customized road map that helps individuals stay on track and get connected with the best resources for them throughout their transition. Pathfinder Scouts maintain communication with individuals throughout their transition to confirm the quality of service being provided by the resources they are connected to and collaborate with them to update their Action Plan if their goals or destination change. During 2019, Pathfinder Scouts supported the creation of approximately 10,000 Action Plans. Continuity of care: Scouts support service and family members 12 months before their transition and ensure continuity of care by extending support up to 12 months beyond the service member's date of separation. Scouts also support military spouses throughout the many transitions they face during their family's time in service. Scouts connect individuals to resources and opportunities at their current duty station before they separate, as well as to resources where they choose to call home, regardless of where that may be. A holistic approach: Transition impacts every aspect of a service member and military family's life. Scouts provide support in the following focus areas: employment, education, veterans benefits, financial readiness, housing, legal, family strength and wellness, and volunteerism. A nationwide network of networks: The USO Pathfinder program works with public and private resources across the nation that offer relevant services to transitioning service members and military spouses. Scouts inform, prepare, and connect individuals with the local, national, in-person and virtual resources that best suit their specific timeline, location and goals. Powerful technology: The USO's digital Action Plan puts comprehensive transition services directly into the hands of service members and military spouses. Individuals can view their action plan, complete tasks, create tasks, and connect with their Scout, all through the USO mobile application. Augmenting Government Transition Assistance Programs: Scouts compliment what the military's Transition Assistance Programs (TAP) provide to service members and military families by establishing a bridge to public and private resources in local communities across the country. Scouts are committed to leveraging external private resources while also ensuring that service members understand the value of their installation TAP(s) by referring to them when they are not being fully utilized. USO Transition Programs and Events The USO provides relevant and valuable programming to support service members and military spouses as they overcome the challenges that transitions bring. During 2019, the USO Transition Programming supported approximately 17,000 program participants with the following programs: Employment Workshops: This turn-key workshop provides career readiness information that's delivered directly to individuals by USO corporate partner employees. The 3-hour program includes a comprehensive presentation and breakout sessions for resume review, mock interviews, and LinkedIn provided reviews. Financial Readiness Workshops: These courses focus on a wide variety of financial topics, including "is your financial house in order," "transitioning successfully into retirement"transitioning to a new career." Workshops are taught by certified subject matter experts. Education Workshops: This workshop provides a comprehensive discussion in choosing a school, paying for school, and managing student debt. These workshops are delivered by national or local partners to ensure that attendees receive professional guidance. Other workshops: The USO also partners with other corporations and organizations to provide workshops on the home buying process step-by-step and VA Home loan eligibility and workshops designed to help service members to learn useful skills and develop effective coping mechanisms to enhance the likelihood of positive reconnections among family members. FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICE ACTIVITIES DESCRIPTION GRANTS EXPENSES TRANSITION SERVICES $ 95,071 $4,645,977 ENTERTAINMENT TOURS $ 372,958 $3,974,302 USO FOUNDATION $ 24,037,387 $24,037,387 ______________________________ TOTAL $ 24,505,416 $32,657,666 CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, LINE 4 THE BOARD OF GOVERNORS AMENDED THE ORGANIZATION'S BYLAWS DURING A MAY 2019 BOARD MEETING. THE AMENDMENTS INCLUDED THE REMOVAL OF THE 4-YEAR TERM LIMIT FOR BOARD CHAIR AND THE ELIMINATION OF THE "AT-LARGE" POSITIONS ON THE EXECUTIVE COMMITTEE. THE AMENDMENTS ALSO INCLUDE REVISIONS RELATING TO THE "ONEUSO" INITIATIVE, SUCH AS THE ESTABLISHMENT OF LOCAL AND REGIONAL ADVISORY BOARDS, AND THE PROVISION THAT THE CHAIR OF EACH USO REGIONAL BOARD SHALL SERVE ON USO'S BOARD OF GOVERNORS. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 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. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 7A 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. PROCESS OF REVIEWING FORM 990 FORM 990, PART VI, LINE 11B 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 SEPTEMBER 2020. MEETING MINUTES REFLECT THE REVIEW AND DISCUSSION OF THE IRS FORM 990 AT THE AUDIT COMMITTEE MEETING HELD IN SEPTEMBER. AN OUTSIDE ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT FORM 990, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS THE POLICY THAT REQUIRES UNITED SERVICE ORGANIZATION, 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. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15A AND 15B 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, AND SVP OPERATIONS & PROGRAMS. 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. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE USO WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE UPON REQUEST. JOINT COST ACTIVITY DISCLOSURE FORM 990, PART IX, LINE 26 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. 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