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Nonprofiteer
← UNITED SERVICE ORGANIZATIONS INC

Form 990 for tax year 2022

Filed by UNITED SERVICE ORGANIZATIONS INC.

Totals

Total revenue
$154,440,142
Total expenses
$166,596,400
Contributions and grants received
$154,091,511
Grants paid
$2,830,431
Program services expenses (Part IX)
$120,218,150
Management and general expenses
$14,544,921
Fundraising expenses
$31,833,329
Program service expenses (Part III)
$120,218,150

Program services were 72.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR JD CROUCH II

    PRESIDENT & CEO

    Total calculated
    $882,388
    From this org
    $705,905
    From related orgs
    $0
    Other
    $176,483
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $588,824
    Bonus
    $115,299
    Other
    $1,782
    Deferred
    $149,018
    Nontaxable benefits
    $27,465
    Filer's total
    $882,388

  • ALAN REYES

    COO

    Total calculated
    $482,000
    From this org
    $424,084
    From related orgs
    $0
    Other
    $57,916
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $362,963
    Bonus
    $59,000
    Other
    $2,121
    Deferred
    $24,400
    Nontaxable benefits
    $33,516
    Filer's total
    $482,000

  • KRISTINE SHUMACK

    TREASURER / CFO

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

    Schedule J breakdown matched by us

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

  • TAMMY HEISER

    SECRETARY / SVP, HUMAN RESOURCES

    Total calculated
    $376,030
    From this org
    $321,113
    From related orgs
    $0
    Other
    $54,917
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $277,992
    Bonus
    $41,000
    Other
    $2,121
    Deferred
    $25,830
    Nontaxable benefits
    $29,087
    Filer's total
    $376,030

  • BRIAN COWART

    CDMO (BEG 1/2022)

    Total calculated
    $367,669
    From this org
    $317,318
    From related orgs
    $0
    Other
    $50,351
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $316,029
    Bonus
    $0
    Other
    $1,289
    Deferred
    $23,116
    Nontaxable benefits
    $27,235
    Filer's total
    $367,669

  • CHRISTOPHER PLAMP

    SVP, OPS, PROGRAMS & ENTERTAINMENT

    Total calculated
    $351,170
    From this org
    $319,013
    From related orgs
    $0
    Other
    $32,157
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $270,852
    Bonus
    $47,000
    Other
    $1,161
    Deferred
    $27,450
    Nontaxable benefits
    $4,707
    Filer's total
    $351,170

  • JAMES WHALEY

    REGIONAL PRESIDENT (SE)(THRU 8/2022)

    Total calculated
    $340,030
    From this org
    $321,650
    From related orgs
    $0
    Other
    $18,380
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $154,125
    Bonus
    $23,000
    Other
    $144,525
    Deferred
    $17,150
    Nontaxable benefits
    $1,230
    Filer's total
    $340,030

  • BRIAN COOK

    VP, DIRECT RESPONSE

    Total calculated
    $326,072
    From this org
    $296,076
    From related orgs
    $0
    Other
    $29,996
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $231,506
    Bonus
    $64,000
    Other
    $570
    Deferred
    $26,595
    Nontaxable benefits
    $3,401
    Filer's total
    $326,072

  • ALISON RUBLE

    REGIONAL PRESIDENT (MIDWEST)

    Total calculated
    $322,591
    From this org
    $287,990
    From related orgs
    $0
    Other
    $34,601
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $255,619
    Bonus
    $31,000
    Other
    $1,371
    Deferred
    $21,800
    Nontaxable benefits
    $12,801
    Filer's total
    $322,591

  • GARY COLE

    REGIONAL PRESIDENT (CENTRAL)

    Total calculated
    $321,288
    From this org
    $273,194
    From related orgs
    $0
    Other
    $48,094
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $242,576
    Bonus
    $30,000
    Other
    $618
    Deferred
    $19,698
    Nontaxable benefits
    $28,396
    Filer's total
    $321,288

  • VIRGINIA BURNLEY

    SVP, GOVT REL AND EXT AFFAIRS

    Total calculated
    $320,857
    From this org
    $272,504
    From related orgs
    $0
    Other
    $48,353
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,733
    Bonus
    $30,000
    Other
    $1,771
    Deferred
    $20,472
    Nontaxable benefits
    $27,881
    Filer's total
    $320,857

  • ROBERT KURKJIAN

    REGIONAL PRESIDENT (WEST)

    Total calculated
    $305,553
    From this org
    $271,804
    From related orgs
    $0
    Other
    $33,749
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $252,463
    Bonus
    $18,000
    Other
    $1,341
    Deferred
    $22,783
    Nontaxable benefits
    $10,966
    Filer's total
    $305,553

  • GEN GEORGE CASEY RET

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • SGT MAJ CARLTON KENT RET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COURTNEY L BILLINGTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEN CRAIG R MCKINLEY RET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAWN HALFAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JED F BECKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DON COOKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRED L STOKES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEN DAVID L GOLDFEIN RET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GERRY BYRNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GINGER MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGG WARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES HAMILTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JEFF KNITTEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEANNE CARET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LTG WILLIAM JLENNOX JR RET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MANNY PINEIRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARILYN COHEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK RAHIYA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARSHALL NADEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY A WINNEFELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY PETRYSZYN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW BROMBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MG FRANK D VAVALA RET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL P EMMERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ORLAN BOSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK ABRAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL MCQUILLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • R GIL KERLIKOWSKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBEKAH G SANDERLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBIN LINEBERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TINA W JONAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM J LYNN III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MICHAEL QUIGLEY

    DIRECTOR (BEG 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM ROBERTI

    DIRECTOR (BEG 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • FRANK ST JOHN

    DIRECTOR (BEG 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL DIPPOLD

    DIRECTOR (BEG 11/2022)

    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 — 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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 $130,000 IS REPORTED FOR JAMES WHALEY DUE TO HIS 2022 DEPARTURE FROM THE ROLE OF REGIONAL PRESIDENT OF USO. 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 2022 COMPENSATION IS $125,000 OF DEFERRED COMPENSATION APPROVED BY THE USO'S EXECUTIVE COMMITTEE. NO EMPLOYER-PROVIDED DEFERRALS WERE DISTRIBUTED DURING 2022 UNDER THIS DEFERRED COMPENSATION ARRANGEMENT.
PART I, LINE 7
NON-FIXED PAYMENTS THE AMOUNTS SHOWN IN PART II, COLUMN B(II) FOR THE OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES WERE PAID BASED ON THE 2021 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. THE AMOUNT SHOWN IN PART II, COLUMN B(II) FOR THE PRESIDENT AND CEO IS DETERMINED AND APPROVED BY THE USO'S BOARD OF GOVERNORS.

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.

  • USO FOUNDATION

    501(C)(3) · CHARITABLE · VA · controlled entity

    Directly controlled by USO INC

Provenance

Return type
form_990
Tax year
2022
Filed
5 September 2023
IRS schema version
2022v5.0
Source object
202322489349300847

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