2020-11-16T06:42:56-06:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 530204665 USO OF METROPOLITAN WASHINGTON-BALTIMORE INC USOO 7036962628 228 MCNAIR ROAD BLDG 405 FORT MYER VA 22211 BARBARA PEACHEY VP-FINANCE, H.R. & I.T. 7036962628 2020-11-16 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-11-16 07:42:51 ES P 90EFBB5FB02E416132FFFBA677145A83C47C36B4 78B839CC5608C8DA8CE3DE8F7F19080C5322BFB1 2019 2021-01-29 14:40:06Z ELAINE ROGERS 228 MCNAIR ROAD BLDG 405 FORT MYER VA 22211 9387446 0 X WWW.USOMETRO.ORG X 1963 DC SEE PART III, LINE 1. 56 56 64 1200 0 0 4465407 9132829 0 0 15671 74810 -292672 -576000 4188406 8631639 0 0 0 0 1632552 3212161 0 0 408470 2781787 3668976 4414339 6881137 -225933 1750502 6318980 7680908 1735670 1376242 4583310 6304666 THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. 0 0 3157085 OPERATIONAL CENTERS: INCLUDES COSTS OUR ORGANIZATION INCURS TO RUN OUR PHYSICAL CENTERS, AIRPORT LOUNGES AND MOBILE CENTER. 2462199 OPERATIONAL PROGRAMS: EXPENSES WITH RESPECT TO BROAD PROGRAMS AND EVENTS THAT SERVICE OUR ENTIRE GEOGRAPHIC SERVICE AREA. INCLUDES HOLIDAY PROGRAMS, EMERGENCY ASSISTANCE, VOLUNTEER ACTIVITIES, PROGRAMS THAT SUPPORT THE MILITARY IN GENERAL AND HOSPITAL PROGRAMS AND SERVICES, ETC. ALSO INCLUDES EMERGENCY HOUSING: EXPENSES ASSOCIATED WITH PROVIDING TEMPORARY HOUSING TO SERVICE MEMBERS AND THEIR FAMILIES WHO ARE IN VERIFIED EMERGENCY SITUATIONS. TROOP SUPPORT: PROVIDES PROGRAMS AND SERVICES THAT RAISE MORALE, ENHANCE THE QUALITY OF LIFE AND/OR EASE THE ADVERSE IMPACT AND CHALLENGES OF MILITARY LIFE. 273288 361 INFORMATION REFERRAL: EXPENSES WITH RESPECT TO OUR ASSISTANCE OF PROVIDING INFORMATION AND REFERRAL SERVICES FOR MEMBERS OF THE MILITARY AND THEIR FAMILIES. INCLUDES EXPENSES OF PUBLIC RELATIONS AND INFORMATION DISSEMINATION, NEWSLETTERS, BROCHURES, OUR WEBSITE AND OTHER SOCIAL MEDIA ACTIVITIES. 5892572 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 56 56 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA MD X BARBARA PEACHEY 5713315054 228 MCNAIR ROAD BLDG 405 FORT MYER VA 22211 PAUL MCQUILLAN CHAIR 1.00 X X 0 0 0 STEVE O'KEEFFE VICE CHAIR 1.00 X X 0 0 0 CHRIS CLARKE TREASURER 1.00 X X 0 0 0 DOUGLAS WAGONER SECRETARY 1.00 X X 0 0 0 JOE AYERS DIRECTOR 1.00 X 0 0 0 SCOTT BARR DIRECTOR 1.00 X 0 0 0 MICHAEL BASILE DIRECTOR 1.00 X 0 0 0 LEONARD BAXT DIRECTOR 1.00 X 0 0 0 RUTH BISHOP DIRECTOR 1.00 X 0 0 0 JAKE BURNS DIRECTOR 1.00 X 0 0 0 TOM CAMPBELL DIRECTOR 1.00 X 0 0 0 TERESA CARLSON DIRECTOR 1.00 X 0 0 0 ROBERT DEFORGE DIRECTOR 1.00 X 0 0 0 ANTHONY FARANCA DIRECTOR 1.00 X 0 0 0 BILL FREITAS DIRECTOR 1.00 X 0 0 0 JAMES GEMUS DIRECTOR 1.00 X 0 0 0 STEVE HARRIS DIRECTOR 1.00 X 0 0 0 ALEX HASELEY DIRECTOR 1.00 X 0 0 0 ROBERT HASTINGS DIRECTOR 1.00 X 0 0 0 TIM HANNON DIRECTOR 1.00 X 0 0 0 TONYA HERRING DIRECTOR 1.00 X 0 0 0 MIKE HERRINTON DIRECTOR 1.00 X 0 0 0 ROBERT HEAD DIRECTOR 1.00 X 0 0 0 JERRY HOWE DIRECTOR 1.00 X 0 0 0 AARON HYLAND DIRECTOR 1.00 X 0 0 0 ROBERT IRVINE DIRECTOR 1.00 X 0 0 0 CURT KOLCUN DIRECTOR 1.00 X 0 0 0 STEVE LEE DIRECTOR 1.00 X 0 0 0 MIKE LEFF DIRECTOR 1.00 X 0 0 0 GLENDA MACMULLIN DIRECTOR 1.00 X 0 0 0 MIKE MAIORANA DIRECTOR 1.00 X 0 0 0 BRIAN MARVIN DIRECTOR 1.00 X 0 0 0 STEPHANIE MCMAHON DIRECTOR 1.00 X 0 0 0 NICK MICHAELIDES DIRECTOR 1.00 X 0 0 0 GREG MYERS DIRECTOR 1.00 X 0 0 0 ROD NENNER DIRECTOR 1.00 X 0 0 0 BEN NICHOLS DIRECTOR 1.00 X 0 0 0 TRACY NOLAN DIRECTOR 1.00 X 0 0 0 ROBERT OLSON DIRECTOR 1.00 X 0 0 0 JAKE PHILLIPS DIRECTOR 1.00 X 0 0 0 JON POWERS DIRECTOR 1.00 X 0 0 0 GORDON REID DIRECTOR 1.00 X 0 0 0 BRIAN ROACH DIRECTOR 1.00 X 0 0 0 HILTON SCHLOSBERG DIRECTOR 1.00 X 0 0 0 PATRICK SHERIDAN DIRECTOR 1.00 X 0 0 0 MIKE SINGER DIRECTOR 1.00 X 0 0 0 JAMES SCANLON III DIRECTOR 1.00 X 0 0 0 TIM SOLMS DIRECTOR 1.00 X 0 0 0 SHELLY STONEMAN DIRECTOR 1.00 X 0 0 0 BOBBY STURGELL DIRECTOR 1.00 X 0 0 0 SHANNON SULLIVAN DIRECTOR 1.00 X 0 0 0 BRYAN THOMAS DIRECTOR 1.00 X 0 0 0 SCOTT TUCKER DIRECTOR 1.00 X 0 0 0 DON UPSON DIRECTOR 1.00 X 0 0 0 KAREN WHEELER DIRECTOR 1.00 X 0 0 0 CYRUS ZOLGHADRI DIRECTOR 1.00 X 0 0 0 ELAINE ROGERS PRESIDENT & CEO 60.00 X 306600 0 48023 BARBARA PEACHEY VP - FINANCE, HR & IT 60.00 X 129791 0 16359 LISA MARIE RIGGINS EXECUTIVE DIRECTOR (FROM 8/2019) 60.00 X 56952 0 0 ANNABELLA RICCIO VP - DEVELOPMENT 60.00 X 141980 0 18589 PAM HORTON VP - OPERATIONS 60.00 X 130266 0 23344 JOHN FALIN DIR - CENTER OPERATIONS 40.00 X 100360 0 14598 865949 0 120913 5 0 1 0 0 33226 2794809 6304794 2031506 9132829 74810 74810 176918 2794809 753279 -576361 -576361 2889 2528 361 361 8631639 361 0 -501551 557725 407825 93134 56766 2188107 1600003 365394 222710 122343 88286 22121 11936 144462 104591 25628 14243 199524 144561 35243 19720 33294 29491 14 3789 330556 292794 142 37620 1621 1436 1 184 126297 117399 2486 6412 58737 51167 3984 3586 97879 90796 2085 4998 136702 133839 1469 1394 58142 53174 3186 1782 PROGRAM SUPPLIES 2676651 2660866 1848 13937 EQUIPMENT RENTAL/MAINT. 61324 58960 1516 848 ADMIN FEES 35577 31513 15 4049 MEMBERSHIP DUES 14823 7347 6199 1277 37373 18524 15630 3219 6881137 5892572 580095 408470 92788 29196 4389339 5116366 156729 565930 621697 637111 200829 88152 18241 25315 5793234 4868083 522403 925151 113439 142586 203515 151101 6318980 7680908 418976 373741 1316694 1002501 1735670 1376242 X 4538313 6259669 44997 44997 4583310 6304666 6318980 7680908 1750502 -29146 0 X 0 1 X 1 0 X 7454162 7799057 8512925 4465407 9132829 37364380 7454162 7799057 8512925 4465407 9132829 37364380 2386215 34978165 1133 5908 17979 15671 74810 115501 4191 2641 6832 37486713 28500 0.93310 0.95440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 5 5 10000 10000 5 5 10000 10000 10 10 10000 10000 5 5 10000 10000 5 5 10000 0.00000 1.00000 0.00000 0 0 2909948 2485575 424373 2211811 1999592 212219 671475 382916 288559 925151 X 11908268 -29146 3305775 3276629 8631639 0 8631639 10186912 3305775 3305775 6881137 0 6881137 PART V, LINE 4: THE FUNDS IN THIS ACCOUNT ARE RESTRICTED FOR USE IN GIVING AWARDS TO MILITARY PERSONNEL THAT ARE MAKING GREAT STRIDES IN COMMUNITY SERVICE. APPLICATIONS ARE ACCEPTED AND JUDGED BY AN UNBIASED PANEL. ONE $500 AWARD IS MADE ANNUALLY FROM THE FUND. WHEN THE FUNDS DO NOT PRODUCE SUFFICIENT INVESTMENT YIELD TO FUND THE AWARD, THE SHORTFALL IS FUNDED WITH UNRESTRICTED ASSETS. PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2019, USO-METRO HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ANNUAL AWARD DINNER 1461725 1361825 99900 77616 184822 2616 167669 STARS AND STRIPES 310229 233211 77018 2115 1125 83230 36010 53954 1 1199773 1199773 174 1000 142948 2971727 2794809 176918 2115 78741 268226 39626 364571 753279 -576361 X 0 0 X X X 0 0 0 0 0 0 0 0 0 ELAINE ROGERS PRESIDENT & CEO 288600 0 0 0 18000 0 37799 0 10224 0 354623 0 0 0 ANNABELLA RICCIO VP - DEVELOPMENT 141980 0 0 0 0 0 17733 0 856 0 160569 0 0 0 PAM HORTON VP - OPERATIONS 130266 0 0 0 0 0 15069 0 8275 0 153610 0 0 0 PART I, LINE 1A DURING THE YEAR, E. ROGERS RECEIVED $18,000 IN TRAVEL ALLOWANCES. X 84152 RETAIL VALUE X 197 1878614 RETAIL VALUE X TICKETS 81 68740 RETAIL VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY BOTH A FINANCIAL CONSULTANT (CPA) AND THE V.P. OF FINANCE, H.R. & I.T. THE FORM 990 WAS THEN SENT TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR FINAL REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, A COPY OF THE CONFLICT OF INTEREST POLICY IS CIRCULATED FOR REVIEW AND AS A REMINDER AND EACH BOARD MEMBER AND STAFF IS ASKED TO DISCLOSE HIS/HER AFFILIATIONS WITH OTHER ORGANIZATIONS ON "THE BOARD BIOGRAPHICAL FORM AND SIGN A CONFLICT OF INTEREST STATEMENT. IN ADDITION, EACH NEW MEMBER IS REQUIRED TO DO THE SAME AS A PART OF THE NOMINATION PROCESS. IF A CONFLICT OF INTEREST PRESENTS ITSELF, THE ORGANIZATION IMMEDIATELY ADDRESSES IT WITH THE PARTIES INVOLVED AND TAKES APPROPRIATE MEASURES TO RESOLVE THE ISSUE IN KEEPING WITH THE ORGANIZATION'S HIGH MORAL AND ETHICAL STANDARDS. NO CONFLICTS GO UNRESOLVED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES CHANGES IN THE PRESIDENT'S COMPENSATION, BONUS AND OTHER BENEFITS. COMPARATIVE INFORMATION IS PROVIDED TO THE CHAIRMAN TO LEAD THE DISCUSSION. THE DECISION IS DOCUMENTED. THE LAST COMPENSATION REVIEW TOOK PLACE IN SEPTEMBER 2018. THE PRESIDENT REVIEWS AND APPROVES CHANGES TO COMPENSATION FOR ALL OTHER OFFICERS AND STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE V.P. OF FINANCE, H.R. & I.T. KEEPS THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS IN HER OFFICE AND WILL MEET WITH ANYONE EXPRESSING AN INTEREST IN REVIEWING THE DOCUMENTS.