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Nonprofiteer
← UNITED SERVICE ORGANIZATIONS

Form 990 for tax year 2022

Filed by UNITED SERVICE ORGANIZATIONS.

Totals

Total revenue
$18,556,427
Total expenses
$3,344,529
Contributions and grants received
$2,730,431
Grants paid
$2,945,627
Program service revenue
$0
Investment income
$15,825,996
Other revenue
$0
Total assets, end of year
$144,641,510
Total liabilities, end of year
$46,768
Net assets or fund balances, end of year
$144,594,742
Program services expenses (Part IX)
$2,945,627
Management and general expenses
$398,902
Fundraising expenses
$0
Program service expenses (Part III)
$2,945,627

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KRISTINE SHUMACK

    TREASURER; USO, INC. CFO

    Total calculated
    $411,324
    From this org
    $0
    From related orgs
    $355,065
    Other
    $56,259
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,440 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $2,625 related
    Deferred
    $0 + $23,729 related
    Nontaxable benefits
    $0 + $32,530 related
    Filer's total
    $0 + $411,324 related

  • WARREN CARSTEN

    SEC; USO, INC. DIR FIN RPT(BEG 7/22)

    Total calculated
    $203,802
    From this org
    $0
    From related orgs
    $174,620
    Other
    $29,182
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,811 related
    Bonus
    $0 + $8,200 related
    Other
    $0 + $1,609 related
    Deferred
    $0 + $15,975 related
    Nontaxable benefits
    $0 + $13,207 related
    Filer's total
    $0 + $203,802 related

  • DEREK HERR

    SEC; USO, INC. DIR FIN RPT(END 7/22)

    Total calculated
    $116,370
    From this org
    $0
    From related orgs
    $87,590
    Other
    $28,780
    Hours/week
    2 + 40 related

  • JED BECKER

    PRESIDENT & CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • WILLIAM J LYNN III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROBERT MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW MAGLIOCHETTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMANDA KOEHLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS WESSELS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS CLARKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
METHODS USED BY RELATED ORGANIZATION TO ESTABLISH COMPENSATION THE COMPENSATION OF THE USO'S CHIEF FINANCIAL OFFICER LISTED ON FORM 990, PART VII AND SCHEDULE J IS ESTABLISHED BY THE USO BOARD OF GOVERNORS AFTER AN INDEPENDENT, OUTSIDE REVIEW OF INDUSTRY SURVEYS, COMPENSATION STUDIES AND OTHER DATA. THIS PROCESS ENSURES THAT EXECUTIVE COMPENSATION IS WITHIN THE RANGE OF THAT PAID TO COMPARABLE EXECUTIVES OF COMPARABLE ORGANIZATIONS FOR COMPARABLE SERVICES AND IS THEREFORE REASONABLE. REVIEWS ARE PERFORMED ON A BIANNUAL BASIS BY AN INDEPENDENT OUTSIDE CONSULTANT. THE LAST REVIEW WAS PERFORMED IN 2022 AND COMPENSATION WAS FOUND TO BE WITHIN THE RANGE FOR COMPARABLE EXECUTIVES AT COMPARABLE ORGANIZATIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
5 September 2023
IRS schema version
2022v5.0
Source object
202322489349301232

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