2011-05-13T09:44:46-05:00 2010-12-31 Grant Thornton LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2010-01-01 131610451 United Service Organizations Inc UNIT 7039086400 2111 WILSON BLVD ARLINGTON VA 22201 Philip Parisi 2011-05-13 true Cindy Anapolsky 7038477500 2010 2016-02-24 21:20:13Z SLOAN GIBSON 2111 WILSON BLVD 1200 ARLINGTON VA 22201 171965795 false 1291 X HTTP://WWW.USO.ORG X 1941 DC The USO lifts the spirits of America's Troops and their families X 34 34 480 3378 130798 15700 100897551 119578427 5748466 5106373 -1420662 1217426 222833 441343 105448188 126343569 865321 48583476 0 0 24796314 29082469 1963880 2322290 22064542 79737243 92455637 107362758 172443872 -1914570 -46100303 91917279 49341591 9117303 12499229 82799976 36842362 X SEE SCHEDULE O. false false 61514990 1375476 5240523 SEE SCHEDULE O. 11302891 0 0 SEE SCHEDULE O. 17804815 0 0 SEE SCHEDULE O. 47208000 47208000 0 137830696 true true false true false false false false true true false false false true true false true false true true false false true true false false true true true false false false false false false false false true false false true false true true true false false true 383 0 true 480 true true true true false false false true true false false false true false X 34 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 NJ OH PA SC TN VA WA X X KRISTINE SHUMACKVP-CONTROLLER 7039086497 2111 WILSON BLVD 1200 ARLINGTON VA 22201 X JED BECKER 2.0 X 0 0 0 ADM VERNON E CLARK 1.0 X 0 0 0 WILL A COURTNEY 1.0 X 0 0 0 JANICE K EMMERT 2.0 X 0 0 0 WILLIAM M GERSHEN 1.0 X 0 0 0 GEN MICHAEL W HAGEE 1.0 X 0 0 0 LINDA PARKER HUDSON 2.0 X 0 0 0 SEUNG YOUN KIM 1.0 X 0 0 0 VADM JOHN A LOCKARD 1.0 X 0 0 0 RADM THOMAS C LYNCH 1.0 X 0 0 0 ROBERT A MARTINEZ 1.0 X 0 0 0 DAVID J MCINTYRE JR 2.0 X 0 0 0 CHRISTOPHER P MICHEL 1.0 X 0 0 0 CURT MOTLEY 1.0 X 0 0 0 GEN RICHARD B MYERS 2.0 X 0 0 0 Dr MICHAEL H O'SHEA 1.0 X 0 0 0 LT GEN HARRY D RADUEGE 1.0 X 0 0 0 JOE REEDER 1.0 X 0 0 0 EDWARD T REILLY 3.0 X 0 0 0 LEONEL R ROCHE 1.0 X 0 0 0 FUSAO SEKIGUCHI 1.0 X 0 0 0 KARL-HEINZ STAHL 1.0 X 0 0 0 DENNIS SWANSON 1.0 X 0 0 0 JAMES H TERRY II 1.0 X 0 0 0 LOUIS A WEIL 1.0 X 0 0 0 SGM MARSHALL M WILLIAMS 2.0 X 0 0 0 ALICIN WILLIAMSON 1.0 X 0 0 0 ED WILSON 1.0 X 0 0 0 Raymond Caldiero 1.0 X 0 0 0 Curt Kolcun 1.0 X 0 0 0 Gen Peter Pace 1.0 X 0 0 0 Sue Timken 1.0 X 0 0 0 Dr Maynard Howe 1.0 X 0 0 0 Chris Kubasik 1.0 X 0 0 0 SLOAN GIBSON 60.0 X 461399 0 41809 JOHN FLANAGAN 50.0 X 252996 0 37845 PHILIP PARISI 51.5 X 260921 0 35130 JOHN HANSON 50.0 X 206796 0 36301 DEBORAH CARL 50.0 X 173220 0 2805 KELLI SEELY 50.0 X 219758 0 22941 Frank Thorp 50.0 X 127933 0 12094 John Pray 50.0 X 235897 0 21927 Tammy Heiser 50.0 X 111482 0 20983 Tim Kobosko 50.0 X 195737 0 18870 RACHEL TISCHLER 40.0 X 143484 0 20402 Tom Kolstad 40.0 X 178125 0 28342 Gary Bibeau 40.0 X 174144 0 25847 Kevin Wensing 40.0 X 154122 0 31973 Jeff Hill 40.0 X 133235 0 11446 3029249 0 368715 37 false true false See Schedule O 43 2270221 2584240 23788840 90935126 10868453 119578427 USO CENTER 900099 4992275 4992275 PUBLICATIONS ADVERTISING 541800 114098 114098 5106373 217420 0 0 217420 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44236303 113491 43334874 14914 901429 98577 1000006 0 0 1000006 337080 2584240 1514352 -1177272 0 0 0 0 0 0 0 0 1023034 758086 264948 248248 16700 0 SPONSORSHIPS 1262459 1262459 MISC. INCOME 91208 91208 1353667 126343569 5240523 130798 2571093 48507928 48507928 75548 75548 0 0 0 0 2537381 878029 1408871 250481 0 0 0 0 21569477 17386625 2175473 2007379 1291387 1006874 150945 133568 1982807 1454640 343250 184917 1701417 1365823 178332 157262 0 0 0 0 448814 189621 167279 91914 153233 0 153233 0 180000 0 180000 0 2322290 2322290 54887 0 54887 0 8889189 6798433 1577880 512876 2173395 1609116 0 564279 9692784 5031036 1969925 2691823 5207166 5020166 163564 23436 0 0 0 0 1103607 593228 312044 198335 7528380 6779201 278070 471109 0 0 0 0 376736 224478 46644 105614 0 0 0 0 0 0 0 0 2329017 2188573 72278 68166 360553 259950 59244 41359 BAD DEBT EXPENSE 44891 14678 0 30213 SUBSCRIPTION, DUES, TRAINING 323644 209695 30443 83506 PRINTING AND PRODUCTION 24500359 9474803 2999587 12025969 PROGRAM SUPPLIES / SUPPORT 28014639 28014639 0 0 RENTAL AND MAINTENANCE 464854 382158 74208 8488 609489 365454 152477 91558 172443872 137830696 12548634 22064542 X 12223259 11507426 10515714 12459231 376643 325613 2517113 2013246 1421188 799500 16922974 6470624 7243070 10452350 57524642 11784225 95650 0 91917279 49341591 8402745 12001624 588843 497605 125715 0 9117303 12499229 X 47378284 26981272 9823769 9836090 25597923 25000 82799976 36842362 91917279 49341591 X -46100303 142689 X false true true X true true X 58931384 75715027 79893014 100897551 119578427 435015403 58931384 75715027 79893014 100897551 119578427 435015403 435015403 1886235 2322455 2075027 1597763 217420 8098900 145342 137553 200950 111649 114098 709592 1689982 298160 772902 685403 1353667 4800114 448624009 37439314 0.96967 0.96257 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 180000 180000 136643403 136823403 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 112289 139989 195000 180000 627278 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 56898200 0 1151282 47262887 0 0 10786595 47205443 0 9692757 56898200 58468164 0 -11262721 47205443 0.99770 0.00230 0.00000 false true true 7548010 2338972 5209038 9804217 4560905 5243312 10452350 0 SEVERANCE PAYABLE 0 0 Schedule D, Part V, Q4 Intended Uses of Endowment Funds THE BOARD DESIGNATED PORTION OF THE ENDOWMENT IS RESTRICTED TO ASSIST THE USO 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, Q4 FIN 48 Liability 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 USO'S EXEMPT PURPOSE IS SUBJECT OT TAX UNDER IRC SECTION 511. USO DID NOT HAVE ANY MATERIAL BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009. THEREFORE, NO TAX LIABILITY HAS BEEN PROVIDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. East Asia and the Pacific 25 66 Program Services SEE Part V 5827548 Europe (Including Iceland and Greenland) 18 74 Program Services SEE PART V 4763108 Middle East and North Africa 9 69 Program Services SEE PART V 10133591 South Asia 7 22 Program Services SEE PART V 1914656 59 231 59 231 22638903 22638903 false false false false false false Schedule F, Part I, Line 3 (E) Description of Services In Each Region: 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 histrocial tours into local international communities. Provide family and community recreation, refreshments, holiday activities, videos, music and literature. Provide language translation, transportation options, currency coversion, area maps and guidance. X X X X X X X true Worth Linen Associates Direct Resp Program false 56991455 4451170 52540284 Kellogg Organization Capital campaign false 5045828 372500 4673328 MJD Associates Capital Campaign false 202020 18000 184020 Jumpcurve Online Direct Resp program false 73313 44550 28763 OMP DIRECT Direct RESP Program false 6065781 455000 5610781 68378397 5341220 63037176 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 1635650 1547255 88395 801051 DFW Patriots 357080 344993 12087 20635 10 928590 691992 236598 692667 2921320 2584240 337080 1514353 1514353 -1177273 Address of professional fundraisers Worth Linen Associates 535 Fifth Avenue, 31st Fl. New York, NY 10017 Kellog Organization, Inc. 825 East Speer Boulevard, Suite 100-D Denver, Colorado 80218 MJD 925 McKelligon Drive El Paso, TX 79902 Jumpcurve 1373 New Bedford Lane Reston, VA 20194 OMP Direct 1133 19th St, NW Suite 300 Washington, DC 20036 true USO of Metropolitan Washington Inc 228 McNair Road Buliding 405 Fort Myer VA 22211 530204665 501(c)(3) 193057 Wounded Warrior, BAE, Enduring Care USO New England 427 Commercial St Boston MA 02109 042318250 501(c)(3) 16228 BAE Support USO North Carolina PO Box 298 201 New Bridge Street Jacksonville NC 28541 560532315 501(c)(3) 78807 Revenue Share USO Council of San Diego Inc 303 A St 100 San Diego CA 92101 951644030 501(c)(3) 75609 Revenue Share and BAE Support USO of Greater Los AngelesBob Hope at LAX 203 World Way West Los Angeles International Airport Los Angeles CA 90045 952302811 501(c)(3) 32468 BAE Support/Revnue Share USO Missouri 10701 Lambert Intl Blvd St Louis MO 63145 431237410 501(c)(3) 65972 Revenue Share USO Pennsylvania & Southern New Jersey Inc PHL Terminal D Philadelphia PA 19153 231426011 501(c)(3) 52569 BAE Support/Revenue Share Wreaths Across America PO Box 256 Harrington ME 14623 208262270 501(c)(3) 10000 Wreaths for Arlington National Cemetary Military Ministry PO Box 120124 Newport News VA 23612 501(c)(3) 66000 Bridges to Healing Program TAPS 1777 F Street NW Washington DC 20006 920152268 501(c)(3) 65621 Survivor Care Packages The Fort Worth Airpower Foundation PO BOX 77077 Fort Worth TX 76177 722828493 501(c)(3) 50000 AA SkyBall Production support USO Puget Sound Sea-Tac Intl Airport 17801 Interna Seattle WA 98158 910573116 501(c)(3) 32953 Donation and Enduring Care Event USO Central Ohio 165 N Yearling Road Whitehall OH 43213 314401239 501(c)(3) 30799 Kroger Revenue Share USO Georgia PO BOX 20963 Atlanta GA 30320 580917673 501(c)(3) 56963 Revenue Share USO Greater Jacksonville PO Box 108 Bldg 1050 NAS Jacksonville FL 32212 591052424 501(c)(3) 75030 Revnue Share/BAE Support USO Hampton Roads PO Box 7250 Hampton VA 23666 541305517 501(c)(3) 198332 Revenue Support/BAE Support USO Metropolitan NY The Port Authority 625 8th Avenue North New York NY 10018 132500122 501(c)(3) 152486 Revenue Share, BAE Support, Gala, Golf Tournament USO South Texas PO Box 7 Corpus Christi TX 78403 741478872 501(c)(3) 9012 Revenue Share USO Indiana 2451 N Delaware St Indianapolis IN 46205 208349270 501(c)(3) 5391 Revenue Share USO Illinois 330 S Wabash Ave Chicago IL 60604 362349617 501(c)(3) 10192 Revenue Share USO Foundation 2111 Wilson Blvd Arlington VA 22201 208861567 501(c)(3) 30539336 Spirit of Hope Endowment USO Foundation 2111 Wilson Blvd Suite 1200 Arlington VA 22201 208861567 501(c)(3) 16668664 FMV Publicly Traded Sec. Spirit of Hope Endowment 21 0 USO Desert Storm Education Fund 17 75549 Schedule I, Part I, Line 2 Monitoring Procedures for U.S. Grants USO 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. X X true true X X X X X X true false false false false false false true false SLOAN GIBSON 292922 0 150000 0 18477 0 19110 0 22699 0 503208 0 JOHN FLANAGAN 220422 0 30000 0 2574 0 19110 0 18735 0 290841 0 PHILIP PARISI 235531 0 25000 0 390 0 19110 0 16020 0 296051 0 JOHN HANSON 204222 0 0 0 2574 0 16380 0 19921 0 243097 0 DEBORAH CARL 8521 0 0 0 164699 0 1943 0 862 0 176025 0 KELLI SEELY 209173 0 10000 0 585 0 17160 0 5781 0 242699 0 RACHEL TISCHLER 140293 0 0 0 3191 0 11268 0 9134 0 163886 0 John Pray 210000 0 25000 0 897 0 18330 0 3597 0 257824 0 Tim Kobosko 174909 0 20000 0 828 0 15210 0 3660 0 214607 0 Tom Kolstad 138947 0 0 0 39178 0 14222 0 14120 0 206467 0 Gary Bibeau 132345 0 0 0 41799 0 13743 0 12104 0 199991 0 Kevin Wensing 143437 0 10000 0 685 0 12415 0 19558 0 186095 0 Schedule J. Part I, Q.1a TRAVEL AND HOUSING POLICY THE PRESIDENT AND CEO OF THE USO MAY BE ACCOMPANIED BY HIS/HER SPOUSE ON OFFICIAL USO BUSINESS IF SPECIFIC BUSINESS PURPOSE IS SUPPORTED. 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 REGION) BY ALL STAFF WHEN TOTAL FLIGHT TIME EXCEEDS 6 HOURS. A HOUSING ALLOWANCE IN THE AMOUNT OF $36,000 WAS PROVIDED TO THOMAS KOLSTAD IN HIS ROLE AS THE REGIONAL VICE PRESIDENT FOR USO OPERATIONS IN THE PACIFIC. Schedule J, Part 1, Q4A Severance Payments DEBORAH CARL $148,470 X 879678 COST/SELLING PRICE X 7212836 COST/SELLING PRICE X 12 75602 COST/SELLING PRICE X 42 707696 COST/SELLING PRICE X 468824 1992641 COST/SELLING PRICE 0 false true true Question 32b The USO 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. Corpus of the "Spirit of Hope Endowment" 2010-01-20 47208000 Stated Market Value 208861567 USO Foundation 2111 Wilson Blvd 1200 Arlington VA 22201 501(c)(3) true false false false Part II, Line 2 Jed Becker is the Director of USO and USO Foundation. His role is the Finance Committee Chair of USO, Inc. Form 990, Part III, Question 1 Mission The USO's mission is to enhance the quality of life of the U.S. armed forces personnel and their families worldwide and to create a cooperative relationship between U.S. military communities and involved or supporting civilian communities. 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." Form 990, Part III, Question 4a Program Service #1 USO facilities included over 160 locations in 2010 (including 13 mobile canteens and 20 chartered centers). Locations are in US, Europe, Asia, Kuwait, Afghanistan, Iraq, and Persian Gulf. Provide care packages, telephone cards, free access to the internet, 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, culture 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. In 2010, military personnel and their families visited USO locations more than 8 million times. Form 990, Part III, Question 4b Program Service #2 Provide concerts, comedy shows, sports clinics, and celebrity handshake tours to military personnel and their families around the world. Various well known entertainers traveled to 21 countries, entertaining more than 367,000 service members and their families Form 990, Part III, Question 4c Program Service #3 Provide awareness and outreach programs in support of the military and their families. Form 990, Part III, Question 4d Program Service #4 USO Foundation was incorporated as a supporting organization on March 22, 2007 to carry out and support the general charitable purposes of USO. On January 20, 2010 and February 2, 2010, the funds constituting the corpus of the "Spirit of Hope Endowment" were transferred to the Foundation. Form 990, Part V, Question 4b Countries in which USO holds a financial interest Italy Korea United Arab Emirates Japan Form 990, Part VI, Question 6 Members and Stockholders of the organization: The membership of the USO shall consist of two classes of members: (1) Voting members consisting of: members of USO's Board of Governors during their term of service and (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 coterminous 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, Question 7a Members Who May Elect One or More Members of the Governing Body: 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. Form 990, Part VI, Question 11b Review of 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 May 2011. 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, Question 12c Compliance with Conflict of Interest Policies: The conflict of interest policy is the policy that requires USO'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 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, Question 15a and b Process for Determining Compensation: The compensation is established by the USO 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. Form 990, Part VI, Question 19 How the Organization Makes its Documents 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 VII, Section B Highest Paid Independent Contractors Worth Linen Associates, Inc. Direct Mail 4,463,258 535 Fifth Ave, 31st Fl. New York, NY 10017 Polaris Dirct Printing 2,327,618 300 Technology Floor Hookset, NH 03106 International Data Management Data Management 1,431,015 490 White Pond Drive Akron, OH 44320 Professional Marketing Services,Inc. Sourcing/Dist. 1,364,621 200 Benton Street Stratford, CT 06615 VEE Corporation Entertain. Support 1,656,428 800 Lasalle Avenue, Ste. 1750 Minneapolis, MN 55402 Form 990, Part VIII, Line 8c Net Loss From Fundraising Events Net income from fundraising events is $1,406,968, of which $834,599 is attributable to the annual USO Gala. The presentation of net loss from fundraising events of $1,177,272 as shown on Part VIII LN 8C is misleading 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 LN 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. Form 990, Part XI, Line 5 Explanation of Changes in Net Assets/Fund Balances: Unrealized Gains: 142,689 Schedule B, Schedule of Contibutors Employee Pledges Mr. Gibson pledged $225,000 to the USO, Inc. in 2010 in support of the Operation Enduring Care Capital Campaign. USO Foundation 2111 Wilson Blvd Suite 1200 Arlington VA 22201 208861567 Foundation VA 501(c)(3) 11 NA false false false false false false false false false false false false true true false false true false USO FOUNDATION M,N 40602 USO FOUNDATION Q 47208000