2014-08-11T15:55:17-05:00 2013-12-31 Grant Thornton LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2013-01-01 131610451 UNITED SERVICE ORGANIZATIONS INC % KRISTINE SHUMACKVP-CONTROLL UNIT 7039086400 2111 WILSON BLVD Suite 1200 ARLINGTON VA 22201 JD CROUCH II President and CEO 7039086400 2014-08-11 true 7038477500 2013 2015-11-30 17:44:51Z JOHN I PRAY JR 2111 WILSON BLVD ARLINGTON VA 22201 139772316 false 1291 X WWW.USO.ORG X 1941 DC The USO lifts the spirits of America's troops and their families. 35 34 475 13503 105407 124682173 132388379 5060694 5188466 325741 417181 -538328 -630298 129530280 137363728 12434278 7681221 0 0 33017467 35998448 1804577 1995651 23418918 77959705 81983224 125216027 127658544 4314253 9705184 70530783 78620910 12305767 10478747 58225016 68142163 X THE "MISSION STATEMENT" OF THE ORGANIZATION AS ADOPTED BY BOARD IS AS FOLLOWS: "THE USO LIFTS THE SPIRITS OF AMERICA'S TROOPS AND THEIR FAMILIES." false false 44840209 4587261 5267890 SEE SCHEDULE O. 9144823 75000 SEE SCHEDULE O. 12075137 550379 SEE SCHEDULE O. 22318435 2468581 88378604 true true false true false false false false false true true false true false false true false true false true true true false true true false false true true true false false false false false false false false true false false false false true true true false false true X 271 0 true 475 true true true true IT JA AE KS false false false true true false false false true false X 35 34 false false false false true true false true true false true true true true true true true true true true false CT HI IL MA MN NJ OH PA SC TN VA WA X X KRISTINE SHUMACKVP-CONTROLL 7039086400 2111 WILSON BLVD 1200 ARLINGTON VA 22201 X Sloan D Gibson President/CEO 60.0 X X 502079 0 44402 Gen Richard B Myers Chairman / Director 2.0 X X 0 0 0 Jed Becker Director 2.0 1.0 X 0 0 0 Raymond Caldiero Director 2.0 X 0 0 0 Tom R Del Valle Director 1.0 X 0 0 0 Hon Gordan England Director 1.0 X 0 0 0 SgtMaj John Estrada Director 1.0 X 0 0 0 William M Gershen Director 1.0 X 0 0 0 James Hamilton Director 2.0 X 0 0 0 Dr Maynard Howe Director 1.0 X 0 0 0 John Suttle Director 1.0 X 0 0 0 Gen Jim Jones Director 1.0 X 0 0 0 Curt Kolcun Director 1.0 X 0 0 0 Marilynn A Hewson Director 1.0 X 0 0 0 Debra Langford Director 2.0 X 0 0 0 Beatriz R Perez Director 1.0 X 0 0 0 Thomas E Vice Director 2.0 X 0 0 0 Robert A Martinez Director 1.0 X 0 0 0 David J McIntyre Director 2.0 X 0 0 0 ED WILSON Director 1.0 X 0 0 0 Curt Motley Director 1.0 X 0 0 0 Lisa Borin Ogden Director 1.0 X 0 0 0 Michael H O'Shea Director 1.0 X 0 0 0 Janice Emmert Director 1.0 X 0 0 0 Michael Phelps Director 1.0 X 0 0 0 Kenneth O Preston Director 1.0 X 0 0 0 Lt Gen Harry D Raduege Director 2.0 X 0 0 0 Leonel R Roche Director 1.0 X 0 0 0 Karl-Heinz Stahl Director 1.0 X 0 0 0 Gen George Casey Director 2.0 X 0 0 0 Sue Timken Director 1.0 X 0 0 0 Louis A Weil Director 1.0 X 0 0 0 Alicin Williamson Director 1.0 X 0 0 0 William D Lynn III Director 1.0 X 0 0 0 ED REILLY DIRECTOR 2.0 1.0 X 0 0 0 Philip Parisi Treasurer/ CFO 50.0 2.0 X 297131 0 41914 Jennifer Giglio Exec/ Board Liason/ Secretary 40.0 1.0 X 113156 0 19200 John I Pray Jr EVP. Chief of Staff 50.0 X 347397 0 25491 Frank Thorp SVP. Marketing & Comms 50.0 X 152547 0 17561 Alan Reyes SVP, Operations 50.0 X 263666 0 46655 Kelli Seely SVP, Development 50.0 X 253643 0 26680 Tammy Heiser SVP, Human Resources 50.0 X 244309 0 45043 John Hanson SVP - EXECUTIVE OFFICE 50.0 X 207205 0 37994 Catherine Martens VP, Corporate Development 40.0 X 259370 0 14831 Craig Opel VP, Information Technology 40.0 X 220315 0 24038 Gena Fitzgerald VP, Communications 40.0 X 203803 0 35369 Bruce Burda Regional VP, Operations SWA 40.0 X 222685 0 22378 Marguerite Kirst VP, Marketing 40.0 X 192952 0 25896 3480258 0 427452 64 false true false Polaris Direct 300 Technology Drive HOOKSET NH 03106 Printing 2706147 Scott Long Construction Inc 14170 Newbrook Drive CHANTILLY VA 20151 Construction 1418530 Worth Linen Associates Inc 535 Fifth Ave NEW YORK NY 10017 DM Fundraiser 3786799 CLARK CONSTRUCTION GROUP 7500 OLD GEORGETOWN RD BETHESDA MD 20814 CONSTRUCTION 6309607 VEE CORPORATION 800 LA SALLE AVE STE 1750 MINNEAPOLIS MN 55402 Production 1579790 63 1718856 2484667 17991734 110193122 6245673 132388379 USO CENTER 900099 5084059 5084059 PUBLICATIONS ADVERTISING 541800 104407 104407 5188466 298111 298111 0 0 0 0 0 763675 88483 731270 1818 32405 86665 119070 119070 501618 2484667 1279473 -777855 -777855 0 476451 396027 80424 79424 1000 MISC. INCOME 900099 67133 67133 67133 137363728 5163483 105407 -293541 7601028 7601028 19608 19608 60585 60585 0 2746004 1059953 1258368 427683 0 26993057 20446924 3747334 2798799 1744590 1300792 255418 188380 2362401 1702392 438536 221473 2152396 1660347 280278 211771 0 597724 275073 156782 165869 113629 113629 180000 180000 1995651 1995651 29260 29260 7247158 4224123 2016804 1006231 2011926 1057274 3550 951102 11694222 5963843 2851007 2879372 5270659 4665626 348128 256905 0 1448259 844124 350628 253507 6923236 6005168 328833 589235 0 482645 302229 85925 94491 748 748 0 2519847 2438367 40739 40741 320171 218486 58067 43618 BAD DEBT EXPENSE 11420 11420 SUBSCRIPTION, DUES, TRAINING 369895 64714 182185 122996 PRINTING AND PRODUCTION 21776065 7777396 3190012 10808657 PROGRAM SUPPLIES / SUPPORT 15806001 15806001 5180359 4692383 125539 362437 127658544 88378604 15861022 23418918 X 30973251 10124021 6814373 14034857 0 0 23819505 22966734 17431064 23472830 211640 287376 0 0 0 0 0 0 5296866 4316807 1907133 2180393 20900840 14058823 7759666 6842017 12289772 12604753 0 0 1815137 5950000 0 0 0 0 70530783 78620910 11833915 10111459 0 0 471852 367288 0 0 0 0 0 0 0 0 0 0 0 0 12305767 10478747 X 43037854 51785910 15162162 16331253 25000 25000 58225016 68142163 70530783 78620910 9705184 211963 X false true X true true true X 100897551 119578427 126279553 124866183 132388379 604010093 0 0 100897551 119578427 126279553 124866183 132388379 604010093 0 604010093 1597763 217420 373179 296671 298111 2783144 111649 114098 136573 80856 105407 548583 685403 1353667 89657 67941 -710722 1485946 608827766 13302477 0.99209 0.98540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 180000 180000 127478544 127658544 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 180000 180011 180000 180000 720011 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Schedule C, PArt II-A, Line 1b THE UNITED SERVICE ORGANIZATIONS, INC. (USO,Inc.) LOBBIES FOR CONGRESSIONAL APPROPRIATIONS AND ENSURES MEMBERS OF CONGRESS ARE ON ITS CAUCUS TO FOSTER RELATIONSHIPS WITH TROOPS. 11502059 453870 25953 11929976 10872346 648000 18287 11502059 10786595 108718 22967 10872346 56898200 0 1151282 47262887 0 0 10786595 47205443 0 9692757 56898200 0.99790 0.00210 false true true 9684727 5819892 3864835 3672987 2877633 795354 7543126 5361298 2181828 6842017 WARRIOR & FAMILY CENTER BLDG 5950000 F 5950000 0 0 X Schedule D, Part V, Line 4 THE BOARD DESIGNATED PORTION OF THE ENDOWMENT IS RESTRICTED TO ASSIST THE USO, INC. IN DELIVERING ITS PROGRAMS AND SERVICES FOR MANY YEARS INTO THE FUTURE. THESE BOARD DESIGNATED CONTRIBUTIONS AND INVESTMENT EARNINGS ARE AVAILABLE TO FUND OPERATIONS; HOWEVER, CONTRIBUTIONS/EARNINGS HAVE NOT BEEN SPENT TO DATE. Schedule D, Part X, Line 2 The USO is exempt from federal income tax under Section 501(a) of the Internal Revenue Code (IRC) of 1986, as amended, as an organization described in IRC Section 501(c)(3). However, income generated from activities unrelated to the USOs exempt purpose is subject to tax under IRC Section 511. The USO did not have any material unrelated business income tax liability for the years ended December 31, 2013 and 2012. Therefore, no tax liability has been provided in the accompanying consolidated financial statements. US GAAP requires that a tax position be recognized or derecognized based ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR expected to be taken in a tax return. The USO does not believe its consolidated financial statements include any uncertain tax positions for the open tax years. true East Asia and the Pacific 20 61 Program Services OP. of USO CenterS 4514898 Europe (Including Iceland and Greenland) 20 74 Program Services OP. of USO CenterS 6978447 Middle East and North Africa 5 29 Program Services OP. of USO CenterS 5263481 South Asia 9 34 Program Services OP. of USO CenterS 4817982 54 198 54 198 21574808 21574808 Europe (Including Iceland and Greenland) EVENT SUPPORT 60585 1 false false false false false false Schedule F, Part I, Line 2 THE USO, INC. GRANT FUNDS ARE MONITORED WITH PERIODIC REPORTING IN ACCORDANCE WITH THE FORMS AND SCHEDULES SET FORTH IN THE RELATED POLICIES AND PROCEDURE MANUALS. REGULARLY REQUIRED REPORTS INCLUDE FINANCIAL REPORTS AND PROGRAM ACTIVITY REPORTS. ACTIVITIES OUTSIDE U.S. SCHEDULE F, PART I, LINE 3 PROVIDE CARE PACKAGES, TELEPHONE CARDS, AND OTHER MEANS OF COMMUNICATION 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. X X X X X X X true Worth Linen Associates 535 Fifth Ave 31st Floor New York NY 10017 DR Program false 63476351 3786799 59689552 OMP Direct 1133 19th St NW Washington DC 20036 DR Web program false 2011559 308000 1703559 Mindset Direct LLC 1700 N Jefferson St Suite 200 Arlington VA 22205 Consulting Campaign false 213500 Public Interest Communicatio 7700 Leesburg Pike Ste 301 North Falls Church VA 22043 Telemktg false 116883 The Pollack PR Marketing Gro 1901 Avenue of the Stars Ste 1040 Los Angeles CA 90067 PR/Mktg false 75000 Datoc Witten Group 13145 Applegrove Lane Herndon VA 20171 Consulting false 35000 By the Horns Inc 300 Carlsbad Village Dr Ste 108a Carlsbad CA 92008 DR TV false 43912 ANNE LEWIS STRATEGIES LLC 901 NEW YORK AVE NW SUITE 470 EAST WASHINGTON DC 20001 DR WEB false 3845439 104633 3740806 INFOCISION 325 SPRINGSIDE DRIVE AKRON OH 44333 DR TV false 15521 RISING TIDE INTERACTIVE LLC 133 19TH ST NW STE 301 WASHINGTON DC 20036 CONSULTING false 1164995 63000 1101995 70498344 4762248 66235912 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI GALA 1382254 1268444 113810 274571 6973 503895 DFW PATS DINNER 456075 443535 12540 1335 19822 2000 900 39 1147956 772688 375268 142915 135987 45217 145858 2986285 2484667 501618 144250 430380 54190 650653 1279473 -777855 SCHEDULE G, PART IV Worth Linen Associates 535 Fifth Avenue, 31st Fl. New York, NY 10017 OMP Direct 1133 19th street, NW, Suite 300 Washington, DC 20036 MINDSET DIRECT, LLC 1700 N. JEFFERSON ST, SUITE 200 ARLINGTON, VA 22205 PUBLIC INTEREST COMMUNICATIONS, INC. 7700 LEESBURG PIKE, SUITE 301 NORTH FALLS CHURCH, VA 22043 THE POLLACK PR MARKETING GROUP 1901 AVENUE OF THE STARS, SUITE 1040 LOS ANGELES, CA 90067 DATOC WITTEN GROUP 13145 APPLEGROVE LANE HERNDON, VA 20171 BY THE HORNS, INC. 300 CARLSBAD VILLAGE DR., SUITE 108A, #77 CARLSBAD, CA 92008 ANNE LEWIS STRATEGIES LLC 901 NEW YORK AVE. NW, SUITE 470 EAST WASHINGTON, DC 20001 INFOCISION 325 SPRINGSIDE DRIVE AKRON, OH 44333 true USO of South Texas PO BOX 7 Corpus Christi TX 78403 741478872 501(c)(3) 28796 Revenue Share Revenue Share/Event Support Revenue Share/Event Support Revenue Share Revenue Share/Event Support Revenue Share/Event Support Revenue Share/Event Support Revenue Share/Event Support Revenue Share Revenue Share/Program Support Revenue Share/Program Support Revenue Share/Gala Revenue Share/Program and Event Support Revenue Share/Program Support/Gala Revenue Share Revenue Share Revenue Share Revenue Share/Program Support Revenue Share/Program Support Program Support Program Support for Warrior Ride Program Grant Program Support Porgram Support for Bereavement Camps Event Support Wounded Warrior Education Programs Event Support Event Support Event Support Program Grant Program Grant Program Grant Program Grant Program Grant Event Support Event Support Event Support Program Support Desert Storm Scholarships Wounded Warrior and Family Care Center Furniture and Fixtures (WWFCC) USO Greater Los Angeles 203 World Way W STE 200 Los Angeles CA 90045 952302811 501(c)(3) 319287 Revenue Share / USO Georgia PO BOX 20963 201 New Bridge Street Atlanta GA 30320 580917673 501(c)(3) 190263 Revenue Share / USO Greater Jacksonville PO BOX 108 Bldg 1050 Jacksonville FL 32212 591052424 501(c)(3) 110522 Revenue Share USO Hampton Roads PO BOX 7250 Hampton VA 23666 541305517 501(c)(3) 179597 Revenue Share / USO Illinois 330 S Wabash Ave 16th Fl Chicago IL 60604 362349617 501(c)(3) 153560 Revenue Share / USO Metropolitan DC 228 McNair RD BLd 405 Fort Myer VA 22211 530204665 501(c)(3) 600242 Revenue Share / USO Metropolitan NY 625 8th AVE N New York NY 10018 132500122 501(c)(3) 292368 Revenue Share / USO Missouri 10701 Lambert Intl BLV St Louis MO 63145 431237410 501(c)(3) 94818 Revenue Share USO Pioneer Valley 100 Walker Ave Box 33 Chicopee MA 01022 042318250 501(c)(3) 41007 Revenue Share / USO Pennsylvania & South NJ PHIL INTL AIRPORT TERM D Philadelphia PA 19153 231426011 501(c)(3) 244631 Revenue Share / USO Northwest Sea-Tac INTL Airport 17801 Seattle WA 98158 910573116 501(c)(3) 145336 Revenue Share / USO San Diego Downtown CTR 303 A ST STE 100 San Diego CA 92101 951644030 501(c)(3) 139337 Revenue Share / USO North Carolina PO Box 298 Jacksonville NC 28541 560532315 501(c)(3) 104929 Revenue Share / USO Central Ohio PO Box 13176 Columbus OH 43213 314401239 501(c)(3) 103993 Revenue Share USO Indiana 711 N Pennsylvania St Indianapolis IN 46204 208349270 501(c)(3) 62587 Donation USO Northern Ohio 20637 Emerald PKY Cleveland OH 44135 346006829 501(c)(3) 47374 Donation USO Central Florida 4100 George J Bean PKY Ste 2441 Tampa FL 33607 371664582 501(c)(3) 59473 Revenue Share / USO Wisconsin 11050 W Liberty Dr Milwaukee WI 53224 391703157 501(c)(3) 20331 Revenue Share / Airpower Foundation PO Box 8728 Fort Worth TX 76124 752828493 501(c)(3) 75000 Program Support Military Family Lifestyle Charitable Foundation 13620 Reese Blv STE 100 Huntersville NC 28078 205416722 501(c)(3) 10000 Program Support National Military Family Associtaion 2500 N Van Dorn St 102 Alexandria VA 22302 520899384 501(c)(3) 200000 Program Support Renovating Hope Inc PO Box 438 Westtown PA 19395 800600071 501(c)(3) 75000 Program Support The Moyer Foundation 2426 32nd Ave W Ste 200 Seattle WA 98199 912065051 501(c)(3) 52500 Program Support Tragedy Assistance Program for Survivors 3033 Wilson Blv Ste 630 Arlington VA 22201 920152268 501(c)(3) 275000 Program and Event Support Wyakin Warrior Foundation 9249 W Bay Stream Ct Garden City ID 83714 271674941 501(c)(3) 237500 Program Support Snowball Express 1333 Corporate DR STE 105 Irving TX 75038 205627830 501(c)(3) 25000 Event Support Blue Sky Foundation Inc 15910 Lisbon CT Wellington FL 33414 261886137 501(c)(3) 16250 Event Support Fisher House Foundation 111 Rockville PK Ste 420 Rockville MD 20850 113158401 501(c)(3) 10000 Program Support Gary Sinise Foundation 12001 Ventura Pl Ste 201 Studio City CA 91604 800587086 501(c)(3) 25000 Program Support Georgetown University 640 Massachusetts Ave Washington DC 20001 530196603 501(c)(3) 12000 Program Support Health Alliances Foundation 410 S Rampart St Ste 390 Las Vegas NV 89145 680644468 501(c)(3) 14000 Program Support Project Sanctuary PO Box 1563 Granby CO 80446 261410596 501(c)(3) 170000 Program Support United States Olympic Committee One Olympic PLZ Colorado Springs CO 80909 131548339 501(c)(3) 75000 EVENT SUPPORT Vail Veterans Program PO Box 6473 Vail CO 81658 205254885 501(c)(3) 10000 EVENT SUPPORT Wreaths Across America PO box 249 Columbia Falls ME 04623 208362270 501(c)(3) 20000 PROGRAM SUPPORT United States Department of the Army 673528 WOUNDED WARRIOR AND USO Metropolitan DC 228 McNair Road BLD 405 Fort Myer VA 22211 530204665 501(c)(3) 1469803 FF&E ARMED SERVICES YMCA OF THE USA 7405 ALBAN STATION CT STE B215 SPRINGFIELD VA 22150 363274346 501(c)(3) 36640 PROGRAM SUPPORT ASPEN POINTE ENTERPRISES 220 RUSKIN DRIVE COLORADO SPRINGS CO 80910 900528134 501(c)(3) 102000 PROGRAM SUPPORT EASTER SEALS INC 1420 SPRING ST SILVER SPRING MD 20910 362171729 501(c)(3) 7614 PROGRAM Support FITNESS CHALLENGE FOUNDATION (DBA RIDE 2 RECOVERY) 23679 CALABASAS RD CALABASAS CA 91302 202252840 501(c)(3) 325457 PROGRAM SUPPORT HIRE HEROES USA 100 NORTH POINT CTR E STE 200 ALPHARETTA GA 30022 431562688 501(c)(3) 375937 PROGRAM SUPPORT RIVERS OF RECOVERY PO BOX 22326 EAGAN MN 55122 262260491 501(c)(3) 74168 PROGRAM SUPPORT STRONGER FAMILIES PO BOX 40584 BELLEVUE WA 98015 943080306 501(c)(3) 255180 PROGRAM SUPPORT COMMANDER NAVY REGION SOUTHEAST MWR BOX 14D BLDG 919 LANGLEY ST JACKSONVILLE FL 32212 15000 FREEDOM FESTIVAL SUPPORT IRAQ AND AFGHANISTAN VETERANS OF AMERICA 292 MADISON AVE 10TH FLOOR NEW YORK NY 10017 201664531 501(c)(3) 10000 EVENT SUPPORT PROJECT HEALING WATERS FLY FISHING INC PO BOX 695 LA PLATA MD 20646 611518154 501(c)(3) 10000 EVENT SUPPORT 48 USO Desert Storm Education Fund 3 19608 Schedule I, Part I, Line 2 THE USO, INC. GRANT FUNDS ARE MONITORED WITH PERIODIC REPORTING IN ACCORDANCE WITH THE FORMS AND SCHEDULES SET FORTH IN THE RELATED POLICIES AND PROCEDURE MANUALS. REGULARLY REQUIRED REPORTS INCLUDE FINANCIAL REPORTS AND PROGRAM ACTIVITY REPORTS. Schedule I, Part I, Line 3 PROVIDE CARE PACKAGES, TELEPHONE CARDS AND OTHER MEANS OF COMMUNICATION 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. X true true X X X X X X true false false false false false false true false Sloan D Gibson President/CEO 367705 0 115000 0 19374 0 21294 0 23108 0 546481 0 0 0 John I Pray Jr EVP. Chief of Staff 275000 0 71500 0 897 0 21742 0 3749 0 372888 0 0 0 Philip Parisi Treasurer/ CFO 259306 0 37240 0 585 0 22951 0 18963 0 339045 0 0 0 Frank Thorp SVP. Marketing & Comms 138005 0 0 0 14542 0 13791 0 3770 0 170108 0 0 0 Alan Reyes SVP, Operations 229761 0 33320 0 585 0 22841 0 23814 0 310321 0 0 0 Kelli Seely SVP, Development 228908 0 24150 0 585 0 21187 0 5493 0 280323 0 0 0 Tammy Heiser SVP, Human Resources 209584 0 34335 0 390 0 21326 0 23717 0 289352 0 0 0 John Hanson SVP - EXECUTIVE OFFICE 204631 0 0 0 2574 0 18900 0 19094 0 245199 0 0 0 Catherine Martens VP, Corporate Development 157225 0 10000 0 92145 0 6740 0 8091 0 274201 0 0 0 Craig Opel VP, Information Technology 192741 0 25006 0 2568 0 19708 0 4330 0 244353 0 0 0 Gena Fitzgerald VP, Communications 178311 0 23856 0 1636 0 18662 0 16707 0 239172 0 0 0 Bruce Burda Regional VP, Operations SWA 143982 0 13746 0 64957 0 19554 0 2824 0 245063 0 0 0 Marguerite Kirst VP, Marketing 174212 0 18194 0 546 0 15441 0 10455 0 218848 0 0 0 Schedule J, Part I, Line 1a THE PRESIDENT AND CEO OF THE USO, INC. MAY BE ACCOMPANIED BY HIS/HER SPOUSE ON OFFICIAL BUSINESS OF THE USO, INC. IF SPECIFIC BUSINESS PURPOSE IS SUPPORTED. SPOUSAL/COMPANION/FAMILY TRAVEL BY OTHER EMPLOYEES IS NOT REIMBURSED BY THE USO, INC., 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 HOME REGION) BY ALL STAFF WHEN TOTAL FLIGHT TIME EXCEEDS 6 HOURS. Schedule J, Part I, Line 4a SEVERANCE IN THE AMOUNT OF $90,000 WAS PAID TO CATHERINE MARTENS DUE TO HER DEPARTURE IN THE ROLE AS THE VICE PRESIDENT, CORPORATE DEVELOPMENT. Schedule J, Part I, Line 7 The amounts shown in Part II, Column B (II) for the key employees were paid based on 2013 achievement of organizational goals and overall individual contributions and accomplishments and were reviewed by the Executive Committee of the Board. The amount shown in Part II, Column B (II) for the VPS WERE PAID BASED ON 2013 ACHIEVEMENTS AND WRITTEN PERFORMANCE PLANS AND APPROVED BY MANAGEMENT. X 159355 Cost/Selling Price X 2701549 Cost/Selling Price X 7 364179 Cost/Selling Price X 51 230822 Fair Market Value X 2269 2789768 Cost/Selling Price false true true Part I, Line 32b THE USO, INC. WORKS WITH CAR PROGRAM LLC IN ORDER TO GENERATE FUNDRAISING REVENUE FROM DONATED VEHICLES. CAR PROGRAM LLC ADMINISTERS THE ARRANGEMENT FOR: TOWING, RECEIPT DISTRIBUTION, FOLLOW-UP SALES, TITLE PROCESSING, APPRAISAL (IF REQUIRED), SALE AT AUCTION OR DISMANTLER, AND DISTRIBUTION OF SALES. USO, INC. ALSO ENGAGES A BROKERAGE FIRM THAT IS AUTHORIZED TO SELL DONATED SECURITIES ON ITS BEHALF. FORM 990, PART III, LINE 4 For more than 73 years, the USO is the only private, non-profit organization that serves the U.S. military throughout their service, from the moment they join, through their deployments and as they transition back to their communities. We accomplish our mission by delivering highly valued programs, morale-boosting services and engaging entertainment that help them feel appreciated for their service. Our scope, scale, presence, reach and knowledge, and the resulting trust of the U.S. military, give the USO the unparalleled ability to meet the wide range of needs of troops and families. In a 2013 survey, troops and families agreed that the USO delivers just what they need. - 97% say the USO boosts their morale - 95% say the USO shows our country supports them - 94% say the USO eases their separation from family and friends The USO relies primarily on the generosity of individuals, organizations and corporations to support its activities. FORM 990, PART III, LINE 4A - USO Centers For over 73 years, the USO has always been by the side of our troops and their families. At over 160 locations worldwide (82 direct reporting centers), we help Americans fill the gaps to ensure a more resilient, healthy and ready military community in order to protect our way of life. The USO is a private, non-profit organization that relies on the generosity of millions of donors. Americans can trust that our armed forces will keep us safe - we must do everything in our power to support them. The USO provides a warm and comforting place where troops and families can connect via Internet or telephone, play a video game, catch a movie, have a snack or just put their feet up and relax. USO provides support and comfort at these centers and whereever troops are serving: - active duty troops - military families - troops in transition - wounded, ill and injured troops, their families and caregivers - families of the fallen The USO also works with military commands in locations not served by a USO Center to meet location specific needs and provide support in a variety of settings and geographic regions. USO Day Rooms as well as respite and recreational support can be found at select transition command units at military bases and hospitals in the U.S. and overseas. Our impact is reflected in more than 8 million annual visits (6 million visits at direct reporting centers) in 2013 to USO centers from South Korea to Germany, from Okinawa to Afghanistan, at training bases and airports across the country and for those serving on ships and squadrons deployed around the world. Wherever troops and their families are, the USO is well postured to respond to emerging requests. - In 2013, 121 USO locations (31 direct reporting centers) in the United States were visited more than 3.6 million times (more than 1.4 million times at direct reporting centers), providing USO Warrior and Family Care programs, No Dough Dinners for military families, and homecoming and deployment sendoffs. - The 15 USO locations in Southwest Asia were visited more than 3.1 million times in 2013. The USO provides a connection to home through our private telephone network and multiple program offerings including health and wellness, tournaments, and United through Reading. - The USO opened its second Warrior and Family Center on the grounds of Naval Service Activity Bethesda, the home of Walter Reed National Military Medical Center. The center is strategically located adjacent to Tranquility Hall - the warrior transition brigade's barracks - making it convenient for wounded, ill and injured troops and their families to take advantage of the facilities and USO Warrior and Family Care programs during the recovery process. The Bethesda center - which is more than 16,000 square feet - features the latest in technology and learning spaces along with unique spots to relax like a healing garden and a fireside lounge. A gaming room and a space dedicated to creative arts provide a setting for innovative programming. The first center is currently offering a comprehensive array of specialized services and programs in a supportive and home-like setting and has been visited more than 100,000 times by troops, their families and caregivers. - More than 29,000 volunteers gave 1.5 million hours (more than 13,000 volunteers at direct reporting centers) in 2013 in service of troops and families. Eighty percent of USO volunteers polled cited "interaction with troops and their families" as their greatest reward. FORM 990, PART III, LINE 4B - Entertainment Entertainment tours bring celebrities and performers who graciously donate their time to lift the spirits of our troops and their families around the world. In 2013, the USO deployed 123 celebrity entertainers on 103 tours to 12 states and 25 countries - including 14 tours to combat zones -- entertaining more than 262,509 troops and military families. USO tour veterans' passion for and support of our men and women in uniform and their families best exemplifies the ideals and mission of the USO: being by their side wherever they serve. FORM 990, PART III, LINE 4C - Active Duty and Military Family Programs For more than 73 years, the USO has accomplished our mission by delivering highly valued programs and morale-boosting services that help them feel appreciated for their service. USO Programs provides support and comfort through distributing care packages, electronic gaming, sports/musical equipment and personal care items to deployed troops and troops in remote locations. In 2013, more than 70,000 care packages, 160 USO2Go bundles, and 275 holiday boxes were delivered to troops including those in remote areas of the world. Provide connectivity with friends and family through a private phone network that allows troops to make free calls home, access to computers with free high speed internet bandwidth, and internet access for their own computers, as well as, distribute free international pre-paid calling cards. In 2013, the USO shipped phone cards to more than 417 locations around the globe. In Southwest Asia alone, more than 20 million minutes were logged in free talk time for our service men and women in 2013. Provide support for military children to help families deal with the challenges of deployments and homecomings by connecting a deployed parent with their children back home through United Through Reading (over 31,000 recordings sent in 2013), through distribution of more than 47,000 With You All the Way kits that help children cope with deployments and when a parent returns home "different" and other various programs. OTHER PROGRAM SERVICE ACTIVITIES FORM 990, PART III, LINE 4D DESCRIPTION GRANTS EXPENSES PROVIDE AWARENESS AND OUTREACH PROGRAMS $ 18,251,235 WARRIOR AND FAMILY CARE PROGRAMS $ 2,468,581 $ 4,067,200 TOTAL $ 2,468,581 $ 22,318,435 Members or Stockholders Form 990, Part VI, Line 6 The membership of the USO, INC. shall consist of two classes of members: 1) Voting members consisting of Members of THE USO, INC.'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 THE USO, INC.'s Board of Governors, from the Organizations set forth in THE USO, INC.'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. other persons who meet the criteria established by the Board of Governors for Membership. 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, thier term being conterminous with such president's incumbency, may serve on the Board of Governors. 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 April and May 2014. Meeting minutes reflect the review and discussion of the irs form 990 at the finance committee meeting held in May. An outside accounting firm prepares and reviews the Form 990. Form 990, Part VI, Line 12c The conflict of interest policy is the policy that requires THE USO, 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 USO, 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, INC. 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, Lines 15a and 15b The compensation is established by the USO, 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, SVP Entertainment/Programs, SVP Operations, SVP Executive Office, SVP Development, SVP Marketing and Communications, SVP HR, and Chief of Staff. The last review was performed in 2012 for all positions listed and all positions' compensation was found to be within the range for comparable executives at comparable organizations. For all other positions, the USO, Inc. obtains compensation surveys to establish appropriate salary ranges every 1-2 years or earlier if needed. Form 990, Part VI, Line 19 Financial statements are made available on the USO, INC. website. The Governing documents and conflict of interest policies are made available upon request. Form 990, Part VIII, LIne 8c Net income from fundraising events is $1,706,812 of which $596,815 is attributable to the annual USO Gala. The presentation of net loss from fundraising events of $777,855 as shown on Part VIII, Line 8C needs additional explanation due to the exclusion of the portion of gross receipts that are considered contributions. These amounts are reported as fundraising events contributions on Part VIII, Line 1C. The contribution portion is calculated as the difference between the contributor's payment and the retail value of what is provided from the fundraising event. USO Foundation 2111 Wilson Blvd Suite 1200 Arlington VA 22201 208861567 Charitable VA 501(c)(3) 11 USO Inc true false false false false false false false false false false false false true true false false false false USO Foundation N 7175 FMV USO Foundation O 47683 FMV