2024-09-03T14:17:56-05:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2023-01-01 131610451 UNITED SERVICE ORGANIZATIONS INC UNIT 7039086400 2111 WILSON BLVD 1200 ARLINGTON VA 22201 KRISTINE SHUMACK TREASURER, CFO 7039086400 2024-09-03 1 0 MARY TORRETTA P00847851 7038477500 2023 2024-08-08 14:25:15Z JD CROUCH II 2111 WILSON BLVD 1200 ARLINGTON VA 22201 175237915 0 1291 X HTTP://WWW.USO.ORG X 1941 DC THE USO'S MISSION IS TO STRENGTHEN THE WELL-BEING OF THE PEOPLE (CONTINUED IN SCHEDULE O) 31 30 880 20072 0 0 154091511 161142054 422814 526473 428597 2197935 -502780 -354109 154440142 163512353 2830431 110000 0 0 73854312 75753938 1973604 2929230 32378705 87938053 81020535 166596400 159813703 -12156258 3698650 114377618 124386442 18724798 22131073 95652820 102255369 X THE UNITED SERVICE ORGANIZATIONS, INC. ("USO") STRENGTHENS THE WELL-BEING OF THE PEOPLE SERVING IN AMERICA'S MILITARY AND THEIR FAMILIES. 0 0 81308306 10000 526473 USO CENTERS - USO CENTERS ARE THE FOUNDATION FOR OUR CONNECTION TO THE MILITARY COMMUNITY AND ENABLE USO TO SERVE AS HUBS FROM WHICH TO PROVIDE OUTREACH SUPPORT TO AREAS WHERE NO PHYSICAL USO CENTER EXISTS. USO CENTERS PROVIDE A HOME AWAY FROM HOME FOR SERVICE MEMBERS AND THEIR FAMILIES AROUND THE WORLD. 2023 CONTINUED TO PRESENT UNIQUE CHALLENGES AS SERVICE MEMBERS WERE DEPLOYED AND REPOSITIONED THROUGHOUT EUROPE TO SUPPORT NATO ALLIES AND UKRAINE. USO ESTABLISHED NEW CENTERS IN POLAND, BULGARIA, AND OTHER REMOTE AREAS TO SUPPORT SERVICE MEMBERS ENGAGING IN MILITARY TRAINING EXERCISES WITH OUR ALLIES. USO CENTERS IN THE MIDDLE EAST HAVE ALSO BEEN SUPPORTING INCREASED SERVICE MEMBER PRESENCE IN THE REGION DUE TO THE ISRAEL-HAMAS CONFLICT. DURING 2023, THE USO HAD MORE THAN 250 LOCATIONS SUPPORTING OVER 6.5 MILLION VISITS. SEE SCHEDULE O.USO CENTERSUSO CENTERS PROVIDE A HOME AWAY FROM HOME FOR SERVICE MEMBERS AND THEIR FAMILIES AROUND THE WORLD. USO CENTERS OFFER AN INVITING AND COMFORTING PLACE WHERE SERVICE MEMBERS AND THEIR FAMILIES CAN CONNECT BY INTERNET OR PHONE, PLAY A VIDEO GAME, CATCH A MOVIE, HAVE A SNACK OR JUST PUT UP THEIR FEET AND RELAX. DURING 2023, THE USO HAD MORE THAN 250 LOCATIONS SUPPORTING OVER 6.5 MILLION VISITS. USO CENTERS CAN BE FOUND IN 40 U.S. STATES AND TERRITORIES, AND IN 29 COUNTRIES OVERSEAS, INCLUDING AUSTRALIA, BULGARIA, CHAD, CYPRUS, DJIBOUTI, GERMANY, GREECE, DENMARK (GREENLAND), HONDURAS, HUNGARY, ITALY, IRAQ, JAPAN, JORDAN, KENYA, KUWAIT, LITHUANIA, POLAND, QATAR, ROMANIA, SAUDI ARABIA, SLOVAKIA, SOUTH KOREA, SPAIN, SYRIA, TURKEY, UNITED ARAB EMIRATES, AND UNITED KINGDOM. THE USO HAS FOUR LOCATIONS THAT PRIMARILY SERVE WOUNDED, ILL AND INJURED SERVICE MEMBERS, THEIR FAMILIES AND CAREGIVERS. THESE CENTERS PROVIDE A HOME AWAY FROM HOME FOR WOUNDED SERVICE MEMBERS, MANY OF WHOM VISIT MULTIPLE TIMES DAILY BETWEEN MEDICAL APPOINTMENTS. CREATED FOR OUR NATION'S HEALING HEROES AND THEIR FAMILIES, THESE CENTERS MAY FEATURE CLASSROOMS, SPORTS LOUNGES, COMMUNAL KITCHEN AND EATING AREAS, BUSINESS CENTERS, HEALING GARDENS AND MORE.USO ALSO OPERATES MOBILE CENTERS THAT ALLOW THE USO TO EXTEND ITS REACH TO SERVICE MEN AND WOMEN. THESE MOBILE CENTERS CAN DELIVER THE USO'S AMENITIES ON THE GO, ENABLING US TO CONNECT WITH A BROADER AUDIENCE OF MILITARY MEMBERS AND THEIR FAMILIES NATIONWIDE AND ABROAD. THESE STATE-OF-THE-ART VEHICLES FOCUS ON DELIVERING USO PROGRAMS, INCLUDING WI-FI, GAMING, MEALS AND OTHER PROGRAMMING, WHERE THEY ARE NEEDED MOST. THE CORE FOCUS OF THE PROGRAM IS ON AREAS OF THE COUNTRY WHERE THERE ARE NO BRICK-AND-MORTAR USO FACILITIES, NATIONAL GUARD ANNUAL TRAINING EVENTS, NATURAL DISASTERS AND HARDSHIP LOCATIONS.THE USO HAS SUPPORTED FAMILIES OF THE FALLEN DURING EVERY DIGNIFIED TRANSFER AT DOVER AIR FORCE BASE FOR OVER 30 YEARS. THE STAFF AND VOLUNTEERS OF THIS USO CENTER COORDINATE AMONG USO LOCATIONS ACROSS THE COUNTRY TO SUPPORT AND COMFORT FAMILIES WHO HAVE JUST RECEIVED TRAGIC NEWS AS THEY TRAVEL TO AND FROM DOVER AIR FORCE BASE.ADDITIONALLY, USO CENTERS IN THE MIDDLE EAST HAVE BEEN SUPPORTING INCREASED SERVICE MEMBER PRESENCE IN THE REGION DUE TO THE ISRAEL-HAMAS CONFLICT. DELIVERY OF PROGRAMS LIKE CARE PACKAGES, USO2GO, PROGRAM IN A BOX, AS WELL AS PROVIDING ADDITIONAL SUPPORT FOR FAMILIES OF DEPLOYED SERVICE MEMBERS, INCLUDING THOSE THAT HAVE BEEN RAPIDLY DEPLOYED BASED ON THE NEW TENSIONS, ARE FOCUS AREAS. THE USO ALSO PROVIDES SUPPORT FOR SAILORS ABOARD THE AIRCRAFT CARRIERS IN THE U.S. NAVY'S FLEET. BY EXPANDING SUPPORT TO THOSE SERVING IN REMOTE AND DISTANT LOCATIONS WITH NO ACCESS TO A TRADITIONAL, BRICK-AND-MORTAR USO CENTER, SHIP-BASED CENTERS ARE HELPING SAILORS AT SEA RELAX AND RECHARGE. USO CENTERS AFLOAT ARE OPEN WHILE ASHORE AND UNDERWAY AND INCLUDE THE SAME AMENITIES AS TRADITIONAL CENTERS, INCLUDING COMFORTABLE SEATING, TVS, BOARD GAMES, USO PROGRAM KITS, SNACKS, AND VIDEO GAMES. EACH SHIP CENTER IS ALSO OUTFITTED WITH COMPUTERS AND PHONES TO GIVE SAILORS A WAY TO COMMUNICATE WITH THEIR FAMILIES. IN ADDITION TO THE MAIN CENTER, THE USO'S PRESENCE ON EACH SHIP INCLUDES A NUMBER OF SMALLER SATELLITE SPACES, OR "MORALE LOCKERS." THE LOCKERS ARE OUTFITTED WITH A GAMING KITS, TV, SNACKS, AND LOUNGE SPACE. USO CENTERS PROVIDE SUPPORT TO THESE SHIPS INCLUDING RESTOCKING OF SUPPLIES AND PROVIDING PORT-SIDE PROGRAMS TO SERVICE MEMBERS AS SHIPS COME INTO PORTS ACROSS THE GLOBE. 15191805 0 0 PUBLIC AWARENESS AND OUTREACH - THE USO'S MARKETING AND COMMUNICATIONS 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. IN SEPTEMBER 2023, THE USO LAUNCHED A NATIONAL BROADCAST PSA CAMPAIGN REACHING THE GENERAL PUBLIC. THE CAMPAIGN ALSO HAS A HIGHLY TARGETED MEDIA EFFORT DESIGNED TO REACH AND BUILD AWARENESS WITH A YOUNGER COHORT OF POTENTIAL DONORS AND SUPPORTERS THAT CAN HELP SUSTAIN THE USO MISSION INTO THE FUTURE. SEE SCHEDULE O FOR MORE DETAILS OF THE ACCOMPLISHMENTS DURING 2023. THE USO'S MARKETING AND COMMUNICATIONS 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. IN 2023, THE USO LAUNCHED A NATIONAL BROADCAST PSA CAMPAIGN REACHING THE GENERAL PUBLIC IN SEPTEMBER OF 2023 THAT HAS, TO DATE, GARNERED MORE THAN 374 MILLION IMPRESSIONS ACROSS OVER 210 MARKETS FOR THE USO, LEVERAGING MEDIA CHANNELS LIKE BROADCAST TV, OUTDOOR BILLBOARDS, AND RADIO. THE CAMPAIGN ALSO HAS A HIGHLY TARGETED EFFORT DESIGNED TO REACH AND BUILD AWARENESS WITH A YOUNGER COHORT OF POTENTIAL DONORS AND SUPPORTERS THAT CAN HELP SUSTAIN THE USO MISSION INTO THE FUTURE. TO DATE THIS EFFORT GENERATED MORE THAN 62 MILLION IMPRESSIONS. IN ADDITION, THROUGH ITS WEBSITE AND MAIL, THE USO COLLECTED MORE THAN 1.36 MILLION MESSAGES OF APPRECIATION FROM THE AMERICAN PUBLIC WHICH ARE BEING DISTRIBUTED OR DISPLAYED AT USO LOCATIONS ACROSS THE GLOBE. 6766101 100000 0 SERVICE MEMBER, MILITARY FAMILY, AND EXPEDITIONARY PROGRAMS - USO PROVIDES A SUITE OF PROGRAMS FOCUSED ON WELLNESS AND RESILIENCY FOR SERVICE MEMBERS AND THEIR FAMILIES. THESE PROGRAMS INCLUDE THE USO READING PROGRAM KEEPING SERVICE MEMBERS CONNECTED TO THEIR CHILDREN THROUGH STORY-TIME; USO HOLIDAYS PROVIDING PROGRAMMING TO HELP SERVICE MEMBERS FEEL CONNECTED AND SUPPORTED DURING THE HOLIDAYS THROUGHOUT THE YEAR; USO CARE PACKAGE, USO2GO AND PROGRAM IN A BOX KITS THAT ENSURE SERVICE MEMBERS DEPLOYED TO REMOTE LOCATIONS CAN ENJOY ESSENTIALS, RECREATION AND COMFORTS OF HOME. SEE SCHEDULE O FOR MORE INFORMATION ABOUT THE PROGRAMS OFFERED AND ACCOMPLISHMENTS DURING 2023. SERVICE MEMBER AND MILITARY FAMILY PROGRAMS USO'S MILITARY 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. USO READING PROGRAM THE USO READING PROGRAM KEEPS SERVICE MEMBERS CONNECTED TO THEIR CHILDREN THROUGH STORY-TIME. SERVICE MEMBERS CAN VISIT A USO CENTER OR EXPEDITIONARY LOCATION OFFERING THE PROGRAM, RECORD THEMSELVES READING THEIR CHILD'S FAVORITE STORY AND HAVE THAT RECORDING AND A COPY OF THE BOOK SENT HOME - ENSURING THAT THEY CAN READ THEIR CHILD A BEDTIME STORY FROM ANYWHERE IN THE WORLD. RECOGNIZING THE CHALLENGES MILITARY CHILDREN OFTEN FACE WHEN DEALING WITH SEPARATION, THE USO READING PROGRAM ALSO MAKES IT POSSIBLE FOR MILITARY KIDS TO ADD A NEW BOOK TO THEIR OWN LIBRARY AND SHARE STORY TIME WITH SOMEONE THEY LOVE BY RECORDING THEMSELVES READING. IN 2023, USO ENABLED DIGITAL RECORDING DELIVERY AND AUTOMATED BOOK DELIVERY TO ALLOW LOVED ONES TO RECEIVE BOTH IN AN EXPEDITED TIMEFRAME.USO HOLIDAYSUSO HOLIDAYS OFFERS BOTH PROGRAMMING AND USO CARE PACKAGES TO HELP SERVICE MEMBERS FEEL CONNECTED AND SUPPORTED DURING HOLIDAYS THROUGHOUT THE YEAR. USO CENTERS AND TEAMS ACTIVATE AROUND THE GLOBE TO BRING A PIECE OF HOME TO SERVICE MEMBERS AND THEIR FAMILIES, NO MATTER WHERE THEY ARE CALLED TO SERVE DURING THE HOLIDAYS. WHETHER IT IS DELIVERING CARE PACKAGES, HOSTING HOLIDAY EVENTS, PROVIDING FREE ENTERTAINMENT, OR ENABLING TECHNOLOGY THAT BRINGS LOVED ONES TOGETHER, THE USO HELPS SERVICE MEMBERS AND THEIR FAMILIES STAY CONNECTED TO THE COMFORTS OF HOME DURING THE HOLIDAY SEASONS. SERVICE MEMBERS HAVE SHARED THAT THROUGH USO HOLIDAYS, THEY WERE GIVEN THE OPPORTUNITY TO CELEBRATE THE HOLIDAYS THEY WOULDN'T HAVE HAD OTHERWISE.IN 2023, THE USO DELIVERED 50,000 HOLIDAY CARE PACKAGES TO MILITARY MEMBERS SERVING IN REMOTE OPERATING AND TRAINING BASES AND REACHED SERVICE MEMBERS IN 57 COUNTRIES. EACH SPECIAL CARE PACKAGE IS DELIVERED IN A FESTIVE USO BRANDED BAG AND INCLUDES A SNACK PACK AND A VARIETY OF PARTNER-PROVIDED ITEMS DONATED IN-KIND. IN ADDITION, USO CENTER AROUND THE WORLD HOSTED HOLIDAY EVENTS WITH MORE THAN 730,000 PARTICIPANTS.USO GAMINGTHE USO GAMING PROGRAM FOCUSES ON CREATING OPPORTUNITIES FOR SERVICE MEMBERS AND THEIR FAMILIES TO ENGAGE IN A VARIETY OF DIFFERENT GAMING ACTIVITIES, REGARDLESS OF THEIR LOCATION. THE PROGRAM INCLUDES LOCAL, REGIONAL AND GLOBAL EVENTS - VARYING FROM TOURNAMENTS AND LEAGUES TO CASUAL TRIVIA AND COMMUNITY NIGHTS AND EVERYTHING IN BETWEEN. THE GAMING PROGRAM CAPTURES BOTH ONLINE AND IN PERSON EXPERIENCES TO BETTER SERVE OUR AUDIENCE AND THOSE AROUND THEM. THROUGHOUT 2023, USO'S GAMING PROGRAM DELIVERED BROADER SERVICES TO A GLOBAL AUDIENCE THROUGH PROGRAMS, ACCESSIBILITY, AND EXPEDITIONARY SUPPORT. NEARLY 3,000 PROGRAMS TOOK PLACE AT LOCAL USO CENTERS. NOT ONLY DID THE USO CONTINUE TO PROVIDE ACCESS AND EQUIPMENT TO SERVICE MEMBERS IN AUSTERE LOCATIONS, WE CONTINUED TO INVEST IN RAPID RESPONSE GAMING KITS THAT PROVIDE SERVICE MEMBERS WITH ACCESS TO GAMING WHERE NO USO CENTER EXISTS. THESE KITS ARE DEPLOYED ACROSS THE GLOBE, NOTABLY IN PLACES LIKE SOMALIA, ABOARD AIRCRAFT CARRIERS, AND WITH OUR SERVICE MEMBERS DEPLOYED TO EASTERN EUROPE.IN 2023, DODEA PACIFIC ESPORTS INCLUDED THE FIRST EVER FAR EAST CHAMPIONSHIP FOR ESPORTS IN OKINAWA, WITH ALL TWELVE DODEA PACIFIC SCHOOLS COMPETING. OUR SALUTE TO SERVICE SAW OVER 200 COMPETITORS GATHER FROM AROUND THE WORLD TO COMPETE FOR AN OPPORTUNITY TO ATTEND THE SUPER BOWL. THE COMMANDERS CUP TOURNAMENT FEATURED ALL SIX BRANCHES OF THE MILITARY FIGHTING FOR THE RIGHT TO HOIST THE TROPHY FOR ANOTHER YEAR. USO CANINE PROGRAMTHE USO UNDERSTANDS THE STRONG BOND BETWEEN HUMANS AND ANIMALS, AND THE CRITICAL ROLES DOGS CAN PLAY WITHIN THE MILITARY COMMUNITY TO HELP ADDRESS MENTAL, EMOTIONAL, AND PHYSICAL NEEDS. THE USO CANINE PROGRAM INCLUDES THERAPY DOGS, FAMILY PETS AND MILITARY WORKING DOG PROGRAMS. INTERACTING WITH THERAPY DOGS CAN REDUCE STRESS AND PROVIDE A UNIQUE MORALE BOOST FOR SERVICE MEMBERS AND THEIR FAMILIES. INCLUDING CANINE FAMILY MEMBERS IN PROGRAMS ENABLES FAMILIES TO PARTICIPATE MORE FULLY IN USO ACTIVITIES AND FEEL CONNECTED TO THEIR COMMUNITY. USO'S SUPPORT OF MILITARY WORKING DOGS HONORS THEIR CONTRIBUTION, AS WELL AS THAT OF THEIR HUMAN HANDLERS, WHO ALSO FEEL CARED FOR AS THEIR CANINE BATTLE BUDDY IS ACKNOWLEDGED.USO SPECIAL DELIVERYCOMBINING BABY SHOWER GAMES, LOCAL GUEST SPEAKERS AND DRAWINGS FOR TRADITIONAL BABY SHOWER GIFTS, THESE POPULAR SHOWERS HOSTED BY USO CENTERS PROVIDE A TOUCH OF HOME FOR PARENTS-TO-BE WHO ARE OFTEN AWAY FROM THEIR FAMILIES, FRIENDS AND SUPPORT NETWORKS DURING THEIR PREGNANCIES. USO SPECIAL DELIVERY IS ALSO OFFERED VIRTUALLY, WITH VIDEO-CALL BABY SHOWERS THAT CAN REACH REMOTE MILITARY COMMUNITIES LOCATED FAR FROM A USO CENTER, WHERE A TRADITIONAL, IN-PERSON BABY SHOWER MIGHT NOT BE POSSIBLE. 70% OF PARTICIPANTS REPORT THAT THE USO SPECIAL DELIVERY BABY SHOWER IS THE ONLY SHOWER THEY WILL HAVE TO CELEBRATE THIS LIFE MILESTONE. IN 2023, THE USO HOSTED 85 SHOWERS, INCLUDING VIRTUAL SHOWERS, AND REACHED MORE THAN 3,000 EXPECTANT FAMILIES. USO COFFEE CONNECTIONSMILITARY SPOUSES ARE INVITED TO ATTEND USO COFFEE CONNECTIONS GATHERINGS AT THEIR LOCAL USO CENTER TO CONNECT WITH NEW FRIENDS OR RECONNECT WITH OLD ONES. THESE EVENTS ALLOW SPOUSES TO RELAX IN A COMFORTABLE SETTING, SHARE ADVICE, LEARN ABOUT LOCAL EVENTS AND MAKE NEW FRIENDS OVER A CUP OF COFFEE, A CRAFT, LOCAL OUTING AND MORE. THROUGH USO COFFEE CONNECTIONS, MILITARY SPOUSES STAY CONNECTED TO THEIR COMMUNITIES NO MATTER WHERE THEY ARE STATIONED. IN 2023, THE USO HOSTED MORE THAN 800 EVENTS - BOTH IN-PERSON AND VIRTUALLY - CONNECTING OVER 10,000 MILITARY SPOUSES AROUND THE WORLD. USO COFFEE CONNECTION LIVE SUPPORTS MILITARY SPOUSES WHO MIGHT NOT HAVE READY ACCESS TO A USO CENTER. THIS VIRTUAL EVENT IS AN HOUR-LONG "COFFEE CHAT" BETWEEN A USO MILITARY SPOUSE AND AN INFLUENTIAL GUEST, IN WHICH THEY DISCUSS TOPICS THAT ARE RELEVANT AND TRENDING WITHIN THE MILITARY SPOUSE COMMUNITY. TOPICS SUCH AS COMMUNITY, HEALTH, WELLNESS, MARRIAGE AND THE MILITARY, STATION CHANGES AND DEPLOYMENTS, EMPLOYMENT AND MANY OTHERS HAVE BEEN DISCUSSED. EXPEDITIONARY PROGRAMSTHE USO DELIVERS SUPPORT TO SERVICE MEMBERS STATIONED ABROAD WHO ARE TRAINING IN ISOLATED LOCATIONS OR ON ARDUOUS MISSIONS IN REMOTE PARTS OF THE WORLD. USO CARE PACKAGESTHE USO CARE PACKAGE PROGRAM PROVIDES SERVICE MEMBERS WITH TWO DIFFERENT TYPES OF CARE PACKAGES - A SNACK PACK AND TOILETRY PACK. BOTH ARE DESERT TAN IN COLOR AND ARE CONSTRUCTED WITH A DURABLE NYLON MATERIAL WITH A MODULAR LIGHTWEIGHT LOAD-CARRYING EQUIPMENT (MOLLE) SYSTEM ON THE BACK OF THE POUCH FOR EASY ATTACHMENT ON MOST MILITARY-ISSUED GEAR. THE SNACK PACK IS ASSEMBLED WITH A MIXTURE OF HEALTHY AND SWEET TREATS, WHILE THE STANDARD TOILETRY PACK COMES EQUIPPED WITH A WIDE RANGE OF TRAVEL-SIZED HYGIENE PRODUCTS. THERE IS ALSO A SPECIAL VERSION OF THE PACK THAT PROVIDES FEMININE HYGIENE AND SELF-CARE PRODUCTS. USO CENTERS ALSO DISTRIBUTE SPECIALIZED CARE PACKAGES MEETING A VARIETY OF NEEDS IN THE MILITARY COMMUNITY. IN 2023, OVER 270,000 CARE PACKAGES WERE DELIVERED TO SERVICE MEMBERS AND FAMILY MEMBERS ACROSS THE UNITED STATES AND IN 72 COUNTRIES AROUND THE GLOBE. USO2GOTHE USO2GO PROGRAM PROVIDES SERVICE MEMBERS IN REMOTE LOCATIONS THE SMALL COMFORTS OF HOME SUCH AS ELECTRONIC GAMING, SPORTS EQUIPMENT, BOARD GAMES, MOVIES, SNACKS AND PERSONAL CARE ITEMS. SINCE INCEPTION OF THE PROGRAM, THE USO HAS SUPPORTED MORE THAN 2,700 UNITS AND SHIPPED ITEMS TO REMOTE PLACES IN EASTERN EUROPE, SOUTH AMERICA, AUSTRALIA, DJIBOUTI, EGYPT, IRAQ, JORDAN, KUWAIT, NORTH AFRICA AND THE PHILIPPINES. USO2GO CONTINUES TO BE THE PROGRAM MOST REQUESTED DIRECTLY FROM THE FIELD THAT HELPS OUR DEPLOYED SERVICE MEMBERS RELAX AND RECHARGE. IN 2023, THE USO SUPPORTED MORE THAN 470 INDIVIDUAL MILITARY UNITS DEPLOYED TO FAR REACHING EXPEDITIONARY LOCATIONS IN 111 COUNTRIES. 8619177 0 ENTERTAINING TROOPS AND FAMILIES SINCE ITS FOUNDING IN 1941, THE USO'S GLOBAL ENTERTAINMENT DEPARTMENT DELIVERS FIRST-CLASS ENTERTAINMENT PROGRAMMING TO U.S. MILITARY SERVICE MEMBERS AND THEIR FAMILIES. PARTNERING WITH THE DEPARTMENT OF DEFENSE AND THE ENTERTAINMENT AND SPORTS INDUSTRIES, THE USO BRINGS A WIDE VARIETY OF HIGH VISIBILITY CELEBRITIES AND ATHLETES TO MILITARY LOCATIONS WORLDWIDE. THROUGH ONE OF A KIND, IN-PERSON TOURS AND ITS MILITARY VIRTUAL PROGRAMMING (MVP) SERIES, ONLINE SESSIONS PROVIDING CELEBRITIES AND SERVICE MEMBERS THE CHANCE TO INTERACT VIRTUALLY, THE USO CREATES MEANINGFUL INTERACTIONS THAT UPLIFT AND STRENGTHEN SERVICE MEMBERS AND THEIR FAMILIES.IN 2023, SERVICE MEMBERS AND MILITARY FAMILIES PARTICIPATED IN THE USO ENTERTAINMENT PROGRAM MORE THAN 168,000 TIMES THROUGH IN-PERSON TOURS, DIGITAL ENGAGEMENTS, INCLUDING THE MVP SERIES, AND TICKET OPPORTUNITIES. USO ENTERTAINMENT DELIVERED ENTERTAINMENT TO 325 MILITARY SITES, INCLUDING 22 IN-PERSON TOURS WITH 175 EVENTS TRAVELING TO 11 COUNTRIES AND ONE SHIP AT SEA.USO GLOBAL ENTERTAINMENT ALSO OFFERS WORLDWIDE LIMITED ON-DEMAND CONTENT STREAMING THROUGH ITS MOBILE APP, TO ITS CENTERS AND AIRPORT LOUNGES AS WELL AS ACROSS USO SOCIAL MEDIA PLATFORMS. TO DATE, CONTENT STREAMED ACROSS USO PLATFORMS HAS GARNERED OVER 1 MILLION VIEWS AND FEATURED ARTISTS SUCH AS CARRIE UNDERWOOD, NE-YO, IDINA MENZEL, EWAN MCGREGOR, AND DOLLY PARTON. USO TRANSITION PROGRAMTHE USO TRANSITION PROGRAM, WHICH COMPLIMENTS EXISTING MILITARY TRANSITION PROGRAMS, EMPOWERS SERVICE MEMBERS AND MILITARY SPOUSES THROUGHOUT THEIR TIME IN THE MILITARY AND AS THEY TRANSITION BACK TO CIVILIAN LIFE. BEYOND PRACTICAL SUPPORT AND RESOURCE CONNECTION, THIS PROGRAM PAIRS INDIVIDUALS WITH A USO TRANSITION SPECIALIST WHO OFFERS PERSONALIZED ACTION PLANS FOCUSING ON EMPLOYMENT, EDUCATION, FINANCIAL WELLNESS AND MENTORSHIP, INSTILLING CONFIDENCE AND A SENSE OF PURPOSE DURING THE PIVOTAL PHASES EXPERIENCED THROUGHOUT ACTIVE DUTY. BY ADDRESSING BOTH THE EMOTIONAL AND PRACTICAL NEEDS, WE ENSURE A SMOOTHER CAREER JOURNEY FOR SERVICE MEMBERS AND SPOUSES, AND A MORE FULFILLING TRANSITION INTO CIVILIAN LIFE.BY LEVERAGING OUR GLOBAL REACH, THE USO IS ABLE TO ENGAGE WITH TRANSITION-FOCUSED PROGRAMMING EARLIER IN THE SERVICE MEMBERS' CAREER, RESULTING IN MORE PREPARED, MORE FINANCIALLY STABLE AND BETTER-CONNECTED SERVICE MEMBERS AND MILITARY SPOUSES. IN 2023, NEW OFFERINGS TO THE PROGRAM INCLUDED A SPECIALIZED FOCUS ON MILITARY SPOUSES, A RESUME WRITER ON STAFF, AND SPECIFIC INTERVIEW PREPARATION OFFERINGS. THE PROGRAM SERVED MORE THAN 21,000 INDIVIDUALS WITH ACTION PLANS AND RESOURCES, RESULTING IN MORE THAN 350,000 TOUCH POINTS. IN ADDITION TO THE PROGRAMS LISTED ABOVE, USO LOCAL TEAMS DESIGN AND PRODUCE PROGRAMS THAT ARE TAILORED TO THE SPECIFIC NEEDS OF SERVICE MEMBERS AND THEIR FAMILIES IN THEIR GEOGRAPHIC AREA. THIS FLEXIBILITY IN PROGRAMING IS CRITICAL DUE THE SIGNIFICANT GEOGRAPHIC SCOPE OF USO OPERATIONS AS WELL AS THE DIVERSE NEEDS OF SERVICE MEMBERS AND THEIR FAMILIES. THESE LOCALLY DEVELOPED PROGRAMS ALSO SERVE AS AN INNOVATION LABORATORY FOR FUTURE USO - WIDE CORE PROGRAMING. 8619177 0 111885389 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 157 0 1 880 1 0 1 IT JA KS AE 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA CO CT GA HI IL KY LA MA MI MN NJ NM NV PA SC TN VA WA GU X X KRISTINE SHUMACK TREASURER CFO 7039086400 2111 WILSON BLVD 1200 ARLINGTON VA 22201 DR JD CROUCH II PRESIDENT & CEO 50.00 0.00 X X 595508 0 180195 GEN DAVID L GOLDFEIN CHAIRMAN (BEG 8/2023) 2.00 0.00 X 0 0 0 GEN GEORGE CASEY RET CHAIRMAN (THRU 8/2023) 2.00 0.00 X 0 0 0 BARBARA BARRETT DIRECTOR (BEG 05/2023) 1.00 0.00 X 0 0 0 SGT MAJ CARLTON KENT RET DIRECTOR (THRU 11/23) 1.00 0.00 X 0 0 0 COURTNEY L BILLINGTON DIRECTOR 1.00 2.00 X 0 0 0 DAWN HALFAKER DIRECTOR 2.00 0.00 X 0 0 0 DON COOKE DIRECTOR 1.00 0.00 X 0 0 0 FRANK ST JOHN DIRECTOR 1.00 0.00 X 0 0 0 FRED L STOKES DIRECTOR 1.00 0.00 X 0 0 0 GEN CRAIG R MCKINLEY RET DIRECTOR 1.00 0.00 X 0 0 0 GERRY BYRNE DIRECTOR 1.00 0.00 X 0 0 0 GINGER MILLER DIRECTOR 1.00 0.00 X 0 0 0 GREGG WARD DIRECTOR (THRU 11/23) 2.00 0.00 X 0 0 0 JAMES HAMILTON DIRECTOR 2.00 0.00 X 0 0 0 JED F BECKER DIRECTOR 1.00 2.00 X 0 0 0 JEFF KNITTEL DIRECTOR 2.00 0.00 X 0 0 0 LEANNE CARET DIRECTOR 1.00 0.00 X 0 0 0 LTG WILLIAM JLENNOX JR RET DIRECTOR 1.00 0.00 X 0 0 0 MANNY PINEIRO DIRECTOR 1.00 0.00 X 0 0 0 MARILYN COHEN DIRECTOR 1.00 0.00 X 0 0 0 MARK RAHIYA DIRECTOR 1.00 0.00 X 0 0 0 MARSHALL NADEL DIRECTOR (THRU 11/23) 1.00 0.00 X 0 0 0 MARY A WINNEFELD DIRECTOR 1.00 0.00 X 0 0 0 MARY PETRYSZYN DIRECTOR (THRU 11/23) 2.00 0.00 X 0 0 0 MATTHEW BROMBERG DIRECTOR 1.00 0.00 X 0 0 0 MG FRANK D VAVALA RET DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DIPPOLD DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL P EMMERT DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL QUIGLEY DIRECTOR 1.00 0.00 X 0 0 0 ORLAN BOSTON DIRECTOR 1.00 0.00 X 0 0 0 PATRICK ABRAM DIRECTOR 1.00 0.00 X 0 0 0 PAUL MCQUILLAN DIRECTOR (THRU 11/23) 1.00 0.00 X 0 0 0 R GIL KERLIKOWSKE DIRECTOR 1.00 0.00 X 0 0 0 REBEKAH G SANDERLIN DIRECTOR 1.00 0.00 X 0 0 0 ROBIN LINEBERGER DIRECTOR (THRU 11/23) 2.00 0.00 X 0 0 0 TINA W JONAS DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM ROBERTI DIRECTOR 1.00 0.00 X 0 0 0 KRISTINE SHUMACK TREASURER / CFO 48.00 2.00 X 318802 0 60374 TAMMY HEISER SECRETARY / CHRO 50.00 0.00 X 288869 0 56296 ALAN REYES COO 50.00 0.00 X 374113 0 61394 BRIAN COWART CDMO 50.00 0.00 X 325488 0 55930 CHRISTOPHER PLAMP SVP, OPS, PROGRAMS & ENTERTAINMENT 50.00 0.00 X 284206 0 30390 VIRGINIA BURNLEY SVP, GOVT REL AND EXT AFFAIRS 50.00 0.00 X 251272 0 50095 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 50.00 0.00 X 293076 0 36799 ALISON CLARK DIR, BRAND TRANSFORM. (THRU 11/23) 50.00 0.00 X 273966 0 44704 GARY COLE REGIONAL PRESIDENT (CENTRAL) 50.00 0.00 X 251548 0 46206 LISA RIGGINS REGIONAL PRESIDENT (SOUTHEAST) 50.00 0.00 X 252814 0 35942 LORIN STEWART INTERIM REGIONAL PRESIDENT (WEST) 50.00 0.00 X 239811 0 21611 3749473 0 679936 138 0 1 0 HH ASSOCIATES US INC 203 N LA SALLE STREET SUITE 1800 CHICAGO IL 60601 PRINT PRODUCTION 4148370 MISSIONWIRED 650 MASSACHUSETTS AVENUE NW SUITE 5 WASHINGTON DC 20001 DIGITAL FUNDRAISING 2903941 WUNDERMAN THOMPSON LLC JEFFERSON ST NW 200 WASHINGTON DC 20007 MARKETING SERVICES 1765433 DATA AXLE INC PO BOX 3243 OMAHA NE 68103 MARKETING SERVICES 1523219 SG360 9279 PAYSPHERE CIRCLE CHICAGO IL 60674 PRINT PRODUCTION 1371774 62 276524 3220029 11801980 24110978 121732543 11754655 161142054 USO CENTER 900099 526473 526473 526473 980836 980836 10096879 1600785 10144936 335629 -48057 1265156 1217099 1217099 688328 3220029 1244997 -556669 -556669 MISCELLANEOUS INCOME 900099 202560 202560 202560 163512353 526473 0 1843826 X 110000 110000 2932930 1663129 889404 380397 58622854 43180531 5730013 9712310 4372266 3247282 333840 791144 5218859 3918643 536402 763814 4607029 3403623 459891 743515 827742 222498 363019 242225 203925 203925 140000 140000 2929230 2929230 18887 18887 5728209 3874989 1110828 742392 4273705 1157531 3116174 8231922 5724121 1310128 1197673 5574581 4217949 594417 762215 1856262 1014242 369331 472689 3087503 2544872 166240 376391 599972 29273 131506 439193 5632761 5409444 90110 133207 856159 619674 88972 147513 SUPPLIES AND SERVICES 23515673 23515673 PRINTING AND PRODUCTION 17856744 6394971 2888621 8573152 RENTAL AND MAINTENANCE 1015633 981121 28303 6209 SUB., DUES, TRAINING 585266 300928 129692 154646 1015591 214895 106080 694616 159813703 111885389 15549609 32378705 20780632 8122286 4283266 8375080 3397590 4260824 14388761 14815866 35531396 31685660 146930 299650 2476384 2496100 4264896 3980460 52233147 33072278 21404030 19160869 25604777 34443540 7162854 13243473 114377618 124386442 9193980 14715405 25000 21804 9505818 7393864 18724798 22131073 X 70130189 69397302 25522631 32858067 95652820 102255369 114377618 124386442 X 3698650 1189596 1899570 -185267 X 0 1 X 1 1 1 X 146550901 157160575 177913335 154091511 161142054 796858376 146550901 157160575 177913335 154091511 161142054 796858376 37690089 759168287 644502 523906 340022 487223 980836 2976489 631099 392119 1034723 938651 890888 3887480 803722345 2364586 0.94460 0.99190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 183,776. 2020 AMOUNT: $ 285,430. 2021 AMOUNT: $ 214,924. 2022 AMOUNT: $ 289,335. 2023 AMOUNT: $ 202,560. FUNDRAISING GAMING EVENTS - 2019 AMOUNT: $ 443,114. 2020 AMOUNT: $ 106,614. 2021 AMOUNT: $ 819,254. 2022 AMOUNT: $ 649,316. 2023 AMOUNT: $ 688,328. GROSS SALES OF INVENTORY - 2019 AMOUNT: $ 4,209. 2020 AMOUNT: $ 75. 2021 AMOUNT: $ 545. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 140000 140000 111745389 111885389 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 161609 154595 126000 140000 582204 250000 250000 250000 250000 1000000 1500000 PART II-A, LINE 1B, DIRECT LOBBYING ACTIVITY: LOBBYING ACTIVITY THE USO LOBBIES FOR CONGRESSIONAL APPROPRIATIONS. 899414 39598 129074 24005 1044031 1026365 66598 -170159 23390 899414 1693024 60000 102623 829282 1026365 646268 812719 246845 12808 1693024 487287 100000 58981 646268 0.82000 0.18000 0 1 1 93102 93102 34908865 21165816 13743049 2197783 1842053 355730 15033397 10064409 4968988 19160869 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 7983162 RIGHT OF USE ASSET 5260311 13243473 LEASE LIABILITY 7393864 7393864 X PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS 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. PART X, LINE 2: INCOME TAXES ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (U.S. GAAP) REQUIRES THAT AN INCOME TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE-LIKELY-THAN-NOT THRESHOLD. EACH ORGANIZATION 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. USO HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EAST ASIA AND THE PACIFIC 25 81 PROGRAM SERVICES OPERATION OF USO CENTER 6269310 EUROPE (INCLUDING ICELAND & GREENLAND) 45 122 PROGRAM SERVICES OPERATION OF USO CENTER 10842509 MIDDLE EAST AND NORTH AFRICA 18 52 PROGRAM SERVICES OPERATION OF USO CENTER 4953043 SOUTH AMERICA 1 0 PROGRAM SERVICES OPERATION OF USO CENTER 42845 89 255 0 0 89 255 22107707 0 22107707 0 0 0 0 0 0 PART I, LINE 3, COLUMN (E): ACTIVITIES OUTSIDE U.S. THE USO OPERATES CENTERS IN COUNTRIES OVERSEAS TO PROVIDE A WARM AND COMFORTING PLACE WHERE DEPLOYED SERVICE MEMBERS AND THEIR FAMILIES CAN CONNECT TO LOVED ONES VIA INTERNET OR PHONE, PLAY A VIDEO GAME, CATCH A MOVIE, HAVE A SNACK OR JUST PUT THEIR FEET UP AND RELAX. THESE CENTERS CAN BE FOUND IN COUNTRIES OVERSEAS, INCLUDING AUSTRALIA, BULGARIA, CHAD, CYPRUS, DJIBOUTI, GERMANY, GREECE, DENMARK (GREENLAND), HONDURAS, HUNGARY, ITALY, IRAQ, JAPAN, JORDAN, KENYA, KUWAIT, LITHUANIA, POLAND, QATAR, ROMANIA, SAUDI ARABIA, SLOVAKIA, SOUTH KOREA, SPAIN, SYRIA, TURKEY, UNITED ARAB EMIRATES, AND THE UNITED KINGDOM. PART I, LINE 3: ACCOUNTING METHOD USED THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. X X X X X X X 1 MISSION WIRED 650 MASSACHUSETTS AVE NW SUITE 505 WASHINGTON DC 20001 FUNDRAISING CONSULTANT 0 8918081 1091774 7826307 ASCENTA GROUP 138 SOUTH 1ST STREET SUITE 110 LINDENHURST NY 11757 PROFESSIONAL SOLICITOR 0 47695 262770 -215075 CDR FUNDRAISING GROUP 4200 PARLIAMENT PLACE LANHAM MD 20706 FUNDRAISING CONSULTANT 0 0 474974 -474974 GRENZEBACH GLIER & ASSOCIATES INC 249 FIFTH AVENUE PITTSBURGH PA 15222 FUNDRAISING CONSULTANT 0 0 224970 -224970 INTEGRAL LLC PO BOX 33091 WASHINGTON DC 20033 FUNDRAISING CONSULTANT 0 0 215880 -215880 FULL HEARTS 254 NORTH LAKE AVENUE 312 PASADENA CA 91101 FUNDRAISING CONSULTANT 0 0 167827 -167827 THE CREATIVE NETWORK 10866 WILSHIRE BLVD SUITE 300 LOS ANGELES CA 90024 FUNDRAISING CONSULTANT 0 0 137363 -137363 AMPLIFIED NONPROFIT CONSULTING LLC 410 LAKE FOREST ROAD ROCHESTER HILLS MI 48309 FUNDRAISING CONSULTANT 0 0 130000 -130000 MESSAGE DIGITAL PO BOX 391527 MOUNTAIN VIEW CA 94039 FUNDRAISING CONSULTANT 0 0 268193 -268193 O'BRIEN ADVISING 2205 CROSS DRIVE MEMPHIS TN 38112 FUNDRAISING CONSULTANT 0 0 106575 -106575 8965776 3080326 5885450 AL AK AR CA CO CT DC FL GA GU HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI ANNUAL AWARDS DINNER (DC) 1300000 1185240 114760 48082 163022 161163 30860 SALUTE GALA (IL) 619572 512100 107472 70503 75030 15704 37884 16 1988785 1522689 466096 331480 43596 42657 225016 3908357 3220029 688328 450065 281648 219524 293760 1244997 -556669 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FEES OF $397,285 REPORTED IN SCHEDULE G, PART I ARE ALLOCATED AS PROGRAMMATIC CONSULTING EXPENSES IN PART IX STATEMENT OF FUNCTIONAL EXPENSES AS A COMPONENT OF THE USO'S JOINT COST ALLOCATION. PART I, LINE 2B: SOME FUNDRAISING CONSULTANTS ARE PAID FOR GENERAL FUNDRAISING ACTIVITIES WHICH CANNOT BE TRACED DIRECTLY TO REVENUE, BUT WHICH GENERALLY SUPPORT AN INFLUX OF CONTRIBUTIONS TO USO. 1 TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS 3033 WILSON BOULEVARD SUITE 300 ARLINGTON VA 22201 920152268 501(C)(3) 100000 0 PROGRAM SUPPORT WEAR BLUE RUN TO REMEMBER PO BOX 65254 UNIVERSITY PLACE WA 65254 272165561 501(C)(3) 10000 0 EVENT SUPPORT 2 PART I, LINE 2: PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. USO GRANT FUNDS ARE MONITORED WITH PERIODIC REPORTING IN ACCORDANCE WITH THE GRANT AGREEMENTS AND/OR THE FORMS AND SCHEDULES SET FORTH IN THE RELATED POLICIES AND PROCEDURE MANUALS. REGULARLY REQUIRED REPORTS INCLUDE FINANCIAL REPORTS AND PROGRAM ACTIVITY REPORTS. X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 DR JD CROUCH II PRESIDENT & CEO 592079 0 0 0 3429 0 150713 0 29482 0 775703 0 0 0 ALAN REYES COO 370792 0 0 0 3321 0 26400 0 34994 0 435507 0 0 0 BRIAN COWART CDMO 324147 0 0 0 1341 0 23808 0 32122 0 381418 0 0 0 KRISTINE SHUMACK TREASURER / CFO 316177 0 0 0 2625 0 25804 0 34570 0 379176 0 0 0 TAMMY HEISER SECRETARY / CHRO 286748 0 0 0 2121 0 25695 0 30601 0 345165 0 0 0 ALISON RUBLE REGIONAL PRESIDENT (MIDWEST) 261595 0 0 0 31481 0 23446 0 13353 0 329875 0 0 0 ALISON CLARK DIR, BRAND TRANSFORM. (THRU 11/23) 190313 0 50000 0 33653 0 23284 0 21420 0 318670 0 0 0 CHRISTOPHER PLAMP SVP, OPS, PROGRAMS & ENTERTAINMENT 283045 0 0 0 1161 0 25634 0 4756 0 314596 0 0 0 VIRGINIA BURNLEY SVP, GOVT REL AND EXT AFFAIRS 247843 0 0 0 3429 0 19960 0 30135 0 301367 0 0 0 GARY COLE REGIONAL PRESIDENT (CENTRAL) 250387 0 0 0 1161 0 20803 0 25403 0 297754 0 0 0 LISA RIGGINS REGIONAL PRESIDENT (SOUTHEAST) 250183 0 0 0 2631 0 21888 0 14054 0 288756 0 0 0 LORIN STEWART INTERIM REGIONAL PRESIDENT (WEST) 238138 0 0 0 1673 0 19712 0 1899 0 261422 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS THE PRESIDENT AND CEO OF THE USO MAY BE ACCOMPANIED BY HIS/HER SPOUSE ON OFFICIAL USO BUSINESS ONLY IF A 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 AND USO TRAVEL AND BUSINESS EXPENSE POLICY. PART I, LINES 4A-B LINE 4A, SEVERANCE PAYMENT SEVERANCE IN THE AMOUNT OF $20,773 IS REPORTED FOR ALISON CLARK DUE TO HER 2023 DEPARTURE FROM THE ROLE OF SENIOR DIRECTOR, BRAND TRANSFORMATION. LINE 4B, DEFERRED COMPENSATION ARRANGEMENT IN 2021, THE BOARD OF GOVERNORS APPROVED A COMPENSATION AGREEMENT WITH THE CEO/PRESIDENT THAT INCLUDES A CONTINGENT DEFERRED COMPENSATION ARRANGEMENT THAT IS DETERMINED AND MUST BE APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED ON THE CEO/PRESIDENT MEETING PERFORMANCE OBJECTIVES ESTABLISHED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. INCLUDED IN THE CEO/PRESIDENT'S 2023 COMPENSATION IS $125,000 OF DEFERRED COMPENSATION APPROVED BY THE USO'S EXECUTIVE COMMITTEE. NO EMPLOYER-PROVIDED DEFERRALS WERE DISTRIBUTED DURING 2023 UNDER THIS DEFERRED COMPENSATION ARRANGEMENT. PART I, LINE 7 NON-FIXED PAYMENTS THE AMOUNTS SHOWN IN PART II, COLUMN B(II) FOR ALISON CLARK, SENIOR DIRECTOR, BRAND TRANSFORMATION WAS PAID BASED ON THE 2023 ACHIEVEMENT OF ORGANIZATION GOALS AND INDIVIDUAL CONTRIBUTIONS AND ACCOMPLISHMENTS. THE BONUS COMPENSATION WAS BASED ON A BONUS PLAN REVIEWED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE AND APPROVED BY THE USO'S BOARD OF GOVERNORS. X 37406 COST X 1996532 COST X 5 61769 FMV X 63 1601269 FMV X 1622 8057679 COST 1 0 1 1 PART I, COLUMN (B): NONCASH CONTRIBUTIONS USO IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). PART I, LINE 32B: THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS THE USO WORKS WITH CHARITABLE ADULT RIDES & SERVICES, INC. (CARS) IN ORDER TO GENERATE FUNDRAISING REVENUE FROM DONATED VEHICLES. CARS ADMINISTERS THE ARRANGEMENT FOR: TOWING, RECEIPT DISTRIBUTION, FOLLOW-UP SALES, TITLE PROCESSING, APPRAISAL (IF REQUIRED), SALE AT AUCTION OR DISMANTLER, AND DISTRIBUTION OF SALES. FORM 990, PART I, LINE 1 THE USO'S MISSION IS TO STRENGTHEN THE WELL-BEING OF THE PEOPLE SERVING IN AMERICA'S MILITARY AND THEIR FAMILIES. FORM 990, PART III, LINE 4C PROGRAM IN A BOX USO PROGRAM IN A BOX PROVIDES SERVICE MEMBERS THE OPPORTUNITY TO TAKE PART IN THE USO'S MOST POPULAR PROGRAMS NO MATTER WHERE THEY ARE IN THE WORLD. IN ONE SINGLE BOX, THE PROGRAM INCLUDES EVERYTHING A MILITARY TEAM NEEDS TO HOST A USO PROGRAM. EACH ACTIVITY INCLUDES A RECOMMENDATION ON HOW TO SET THE PROGRAM UP, ORGANIZE AN EVENT, A FLYER FOR ADVERTISING AND THE SUPPLIES TO LEAD THE EVENT. THE USO ROTATES 3 PROGRAM THEMES ON A REGULAR BASIS. SOME EXAMPLES OF THESE PROGRAMS INCLUDE COMPETITIVE FITNESS ACTIVITIES, PAINT NIGHT, TRIVIA, TIE-DYE AND MURDER MYSTERY GAMES. IN 2023, PROGRAM IN A BOX DELIVERED 275 BOXES PROVIDING OVER 23,000 SERVICE INSTANCES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS 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 TERMS OF SERVICE, INCLUDING UP TO SIX MEMBERS APPOINTED BY THE PRESIDENT OF THE UNITED STATES (THEIR TERMS OF BOARD MEMBERSHIP BEING COTERMINOUS WITH SUCH PRESIDENT'S INCUMBENCY); AND 2) NON-VOTING MEMBERS CONSISTING OF MEMBERS OF THE UNITED STATES ARMED FORCES 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 (9) PERSONS DESIGNATED BY THE PRESIDENT OF THE UNITED STATES; AND ANY OTHER PERSONS WHO MEET THE CRITERIA ESTABLISHED BY THE BOARD OF GOVERNORS FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING 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 AND ENTITLED TO VOTE AT THE MEETING, PROVIDED THOSE PRESENT IN PERSON CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B PROCESS OF REVIEWING FORM 990 A COPY OF THE DRAFT IRS FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES PRIOR TO ITS FILING WITH THE IRS. THE PROCESS WAS CONDUCTED IN JULY AND AUGUST 2024. MEETING MINUTES REFLECT THE REVIEW AND DISCUSSION OF THE IRS FORM 990 AT THE AUDIT COMMITTEE MEETING HELD IN JULY 2024. AN OUTSIDE ACCOUNTING FIRM PREPARES AND REVIEWS THE IRS FORM 990. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT 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 THE 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, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION IS ESTABLISHED BY THE USO'S BOARD OF GOVERNORS FOR THE CEO, AND BY MANAGEMENT FOR OTHER EXECUTIVES 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 IN COMPARABLE MARKETS, AND THEREFORE REASONABLE. THESE REVIEWS ARE PERFORMED ON A BIENNIAL BASIS BY AN INDEPENDENT OUTSIDE CONSULTANT FOR THE FOLLOWING POSITIONS: CEO, CFO, CDMO, COO, CHRO/SVP OF HUMAN RESOURCES, SVP GOVERNMENT & EXTERNAL RELATIONS, SVP OPERATIONS, PROGRAMS, AND ENTERTAINMENT, AND REGIONAL PRESIDENTS. THE LAST REVIEW WAS PERFORMED IN 2022 FOR ALL POSITIONS LISTED AND ALL POSITIONS' COMPENSATION WAS FOUND TO BE WITHIN THE RANGE FOR COMPARABLE EXECUTIVES AT COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE 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 IX, LINE 26: JOINT COST ACTIVITY DISCLOSURE 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. PERSONALIZED MESSAGES RECEIVED FROM THE PUBLIC THROUGH THESE ACTIVITIES ARE DISPLAYED AND DISTRIBUTED AT USO LOCATIONS AROUND THE GLOBE. FORM 990, PART XI, LINE 9: BAD DEBT WRITE OFF (PRIOR YEAR PLEDGES) -185,267. USO FOUNDATION 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 208861567 CHARITABLE VA 501(C)(3) LINE 12A, I USO INC 1 USO DEUTSCHLAND EV ALTES FORSTHAUS 2 KAISERSLAUTERN GM 67661 SUPPORT USO GM N/A USO INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 USO FOUNDATION C 11801980 FMV USO FOUNDATION Q 126944 FMV