2024-05-14T10:33:21-05:00 2023-06-30 842953567 TRIMNERBECKHAM PLLC 1750 TYSONS BLVD SUITE 1500 MCLEAN VA 22102 990 2022-07-01 530193361 ASSOCIATION OF THE UNITED STATES ARMY ASSO 7038414300 2425 WILSON BOULEVARD ARLINGTON VA 22201 GENERAL ROBERT B BROWN PRESIDENT & CEO 7038414300 2024-05-14 1 GENERAL ROBERT B BROWN XXX-XX-XXXX 0 DAVID TRIMNER P00444822 7036631756 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GENERAL ROBERT B BROWN 2425 WILSON BOULEVARD ARLINGTON VA 22201 45838638 0 X WWW.AUSA.ORG X 1950 VA AUSA, A NONPROFIT EDUCATIONAL, PROFESSIONAL DEVELOPMENT ASSOCIATION, PROVIDES A VOICE FOR THE ARMY. 18 18 119 1530 945940 0 6099481 4772390 26227444 28185868 1578700 2135082 634369 434639 34539994 35527979 2607760 3236542 0 0 11571148 11810620 0 0 82265 16023469 17480186 30202377 32527348 4337617 3000631 111144493 124291044 26400871 28944271 84743622 95346773 X THE ASSOCIATION OF THE UNITED STATES ARMY (AUSA) SUPPORTS SOLDIERS, THEIR FAMILIES AND ARMY CIVILIANS, PROVIDES A VOICE FOR THE ARMY, AND HONORS THOSE WHO HAVE SERVED. AS THE ARMY'S PREMIER NONPROFIT, EDUCATIONAL AND PROFESSIONAL ASSOCIATION, WE: -EDUCATE THOSE WE SERVE (SOLDIERS AND THEIR FAMILIES, ARMY CIVILIANS, RETIRED SOLDIERS AND VETERANS, AND THE BUSINESSES AND INDUSTRIES THAT SUPPORT THE ARMY) WITH PROGRAMS, PRODUCTS, RESOURCES, AND EVENTS,-INFORM OUR MEMBERS, CONGRESS, AND THE AMERICAN PUBLIC ABOUT ISSUES AFFECTING AMERICA'S ARMY - REGULAR ARMY, ARMY NATIONAL GUARD, AND ARMY RESERVE, AND-CONNECT AMERICA'S TOTAL ARMY, ITS INDUSTRY PARTNERS, LIKE-MINDED ASSOCIATIONS, AND OTHER SUPPORTERS AT THE NATIONAL, REGIONAL, AND CHAPTER LEVELS. 0 0 10674063 517950 21748479 AUSA MEETINGS:AUSA HOSTS SEVERAL EDUCATIONAL AND PROFESSIONAL DEVELOPMENT EVENTS THROUGHOUT THE YEAR, INCLUDING:AUSA COFFEE SERIESTHE AUSA COFFEE SERIES FEATURE GUEST SPEAKERS FROM THE ARMY AND DOD LEADERSHIP. THEY OFFER MEMBERS OF THE DEFENSE COMMUNITY AN UNPARALLELED OPPORTUNITY TO NETWORK WITH KEY MILITARY, CONGRESSIONAL AND INDUSTRY LEADERS. OUR KEYNOTE SPEAKERS FOR THESE EVENTS INCLUDE THE CHIEF OF STAFF OF THE U.S. ARMY, THE SERGEANT MAJOR OF THE ARMY, AND MANY OTHER KEY LEADERS. 2022 AUSA WARFIGHTER SUMMIT & EXPOSITIONFAYETTEVILLE, NORTH CAROLINAJULY 27-28, 2022THE 2022 AUSA WARFIGHTER SUMMIT AND EXPOSITION FEATURED PRESENTATIONS BY DISTINGUISHED SPEAKERS FROM ACROSS THE DEFENSE AND ACADEMIC ENTERPRISE, INCLUDING ARMY SENIOR LEADERS AND GENERAL OFFICER LED COMMANDS BASED ON FORT BRAGG. TOPICS SPANNED THE SEVEN WARFIGHTING FUNCTIONS AND HIGHLIGHTED THE WAY ARMY OPERATIONAL FORCES CAN SHARPEN THEIR CAPABILITY EDGE FOR WINNING THROUGHOUT THE EXPANDED COMPETITIVE SPACE. THIS NEW EVENT PROVIDED OUR ATTENDEES WITH THE OPPORTUNITY TO:- LEARN ABOUT INDUSTRY-LEADING EQUIPMENT, PRODUCTS, INNOVATIVE TECHNOLOGY, AND SERVICE SOLUTIONS TO ADDRESS WARFIGHTER CAPABILITIES AND REQUIREMENTS.- NETWORK WITH KEY DECISION-MAKERS.- BUILD PARTNERSHIPS WITH SENIOR ARMY LEADERS TO INCREASE UNDERSTANDING OF WARFIGHTERS REQUIREMENTS.2022 AUSA ANNUAL MEETING & EXPOSITIONWALTER E. WASHINGTON CONVENTION CENTER | WASHINGTON, DCOCTOBER 10-12, 2022HELD EVERY OCTOBER AT THE WALTER E. WASHINGTON CONVENTION CENTER IN WASHINGTON, DC, THE AUSA ANNUAL MEETING IS THE LARGEST LAND POWER EXPOSITION AND PROFESSIONAL DEVELOPMENT FORUM IN NORTH AMERICA. THIS EVENT CONSISTS OF INFORMATIVE AND RELEVANT PRESENTATIONS, PANEL DISCUSSIONS ON PERTINENT MILITARY AND NATIONAL SECURITY SUBJECTS, WORKSHOPS, AND IMPORTANT BUSINESS MEETINGS. SENIOR LEADERS FROM THE ARMY, DEPARTMENT OF DEFENSE, DEPARTMENT OF HOMELAND SECURITY, AND OTHER GOVERNMENTAL AGENCIES SEE THIS EVENT AS A KEY FORUM TO PRESENT INFORMATION ABOUT THE ARMY'S CURRENT AND FUTURE READINESS TO PERFORM THEIR MANY MISSIONS. IN 2022, MORE THAN 30,000 PEOPLE ATTENDED THIS EVENT, WITH 700 EXHIBITORS FROM AROUND THE WORLD DISPLAYING THE LATEST TECHNOLOGIES, PRODUCTS, AND SERVICES. EXHIBIT SPACE IS SOLD TO MEMBERS OF AUSA, WITH SOME EXCEPTIONS.2022 SOFEX USA SECURITY AND DEFENSE PAVILION ORGANIZED BY AUSAAQABA, JORDANOCTOBER 31-NOVEMBER 2, 2022HELD EVERY OTHER YEAR IN JORDAN, SOFEX IS ONE OF THE KEY INTERNATIONAL EVENTS FOCUSED ON SPECIAL OPERATIONS AND HOMELAND SECURITY. AUSA IS THE OFFICIAL AGENT FOR THE USA SECURITY AND DEFENSE PAVILION, WHICH IS SUPPORTED BY THE U.S. GOVERNMENT, OFFICIALLY CERTIFIED BY THE U.S. DEPARTMENT OF COMMERCE, AND ENDORSED BY THE U.S. DEPARTMENT OF DEFENSE AND AMERICAN EMBASSY. AUSA SELLS EXHIBIT SPACE TO INTERESTED BUSINESSES AND MANAGES THE PROGRAM CONTENT OF THE USA SECURITY AND DEFENSE PAVILION. IN 2022, SOFEX INCLUDED:- 38 EXHIBITING COUNTRIES- 400 OFFICIAL DELEGATES- 100 COUNTRIES - 98 INTERNATIONAL PAVILIONS2023 AUSA ARMY AVIATION HOT TOPICGENERAL GORDON R. SULLIVAN CONFERENCE AND EVENTS CENTER | ARLINGTON, VIRGINIAFEBRUARY 23, 2023SENIOR LEADERS SHARED THEIR THOUGHTS ON FUTURE AVIATION REQUIREMENTS, OPERATIONS, LOGISTICS AND ACQUISITION TO BEST EQUIP AND SUSTAIN THE FUTURE AVIATION WARFIGHTER IN SUPPORT OF GROUND MANEUVER IN 2030. PANEL MEMBERS WERE ALSO AVAILABLE FOR CHALLENGING QUESTIONS FROM THE AUDIENCE.THE THEME FOR THIS EVENT WAS "40TH ANNIVERSARY OF THE AVIATION BRANCH: HONORING THE PAST & TRANSFORMING FOR THE FUTURE."2023 AUSA GLOBAL FORCE SYMPOSIUM & EXPOSITION VON BRAUN CENTER | HUNTSVILLE, ALABAMAMARCH 28-30, 2023HELD EACH YEAR AT THE VON BRAUN CENTER IN HUNTSVILLE, ALABAMA, THE AUSA GLOBAL FORCE SYMPOSIUM IS A THREE-DAY EDUCATIONAL AND PROFESSIONAL DEVELOPMENT FORUM. EXHIBIT SPACE AND SPONSORSHIPS ARE SOLD TO MEMBERS AND NON-MEMBERS OF AUSA. IN 2023, MORE THAN 6,000 PEOPLE FROM AROUND THE WORLD PARTICIPATED IN THIS EVENT INCLUDING KEY LEADERS FROM THE ARMY, DOD, ACADEMIA, AND THE WORLDWIDE DEFENSE INDUSTRY. IN ADDITION, MORE THAN 200 EXHIBITORS DISPLAYED THE LATEST TECHNOLOGIES, PRODUCTS, AND SERVICES.2023 AUSA LANPAC SYMPOSIUM & EXPOSITION SHERATON WAIKIKI | HONOLULU, HAWAIIMAY 16-18, 2023HELD EACH YEAR AT SHERATON WAIKIKI IN HONOLULU, HI, THE AUSA LANPAC SYMPOSIUM IS A THREE-DAY EDUCATIONAL AND PROFESSIONAL DEVELOPMENT FORUM THAT FOCUSES ON THE ARMY'S MISSION IN THE INDO-PACIFIC REGION. EXHIBIT SPACE AND SPONSORSHIPS ARE SOLD TO MEMBERS AND NON-MEMBERS OF AUSA. IN 2023, MORE THAN 2,000 PEOPLE FROM AROUND THE WORLD PARTICIPATED IN THIS EVENT INCLUDING KEY LEADERS FROM THE ARMY, DOD, ACADEMIA, ALLIED NATIONS, AND THE WORLDWIDE DEFENSE INDUSTRY.2023 AUSA ARMY CYBER HOT TOPICGENERAL GORDON R. SULLIVAN CONFERENCE AND EVENTS CENTER | ARLINGTON, VIRGINIAJUNE 14, 2023THIS IMPORTANT ONE-DAY EVENT INCLUDED MORE THAN 200 GOVERNMENT, MILITARY, AND INDUSTRY PROFESSIONALS, AS WELL AS SENIOR-LEVEL EXECUTIVES FROM U.S. ARMY AND CYBER RELATED SYSTEMS INDUSTRY PARTNERS. GOVERNMENT AND MILITARY ATTENDEES INCLUDED KEY LEADERS INVOLVED IN THE RESEARCH AND DEVELOPMENT, PROCUREMENT, SUSTAINMENT, AND TRAINING PROCESSES FOR U.S. ARMY CYBER SYSTEMS, AND OTHER LEADERS IN THE CONCEPTUAL DEVELOPMENT. 7105484 1072481 4956076 MEMBERSHIP AND CHAPTER ACTIVITIES:AUSA EXECUTES MEMBERSHIP SUPPORT AT NATIONAL, REGIONAL, AND LOCAL LEVELS THROUGH DEDICATED, ENGAGED VOLUNTEER ORGANIZATIONS IN 9 REGIONS AND 121 CHAPTERS LOCATED ACROSS THE UNITED STATES AND WHERE SOLDIERS ARE STATIONED AROUND THE WORLD. ADDITIONAL VOLUNTEERS ALSO SERVE AS STATE PRESIDENTS TO HELP INTEGRATE EFFORTS ACROSS STATEWIDE PROGRAMS. OUR PROGRAMS SUPPORT THE CONCEPTS OF LIFETIME SERVICE AND SOLDIER FOR LIFE OUTCOMES THROUGH MEMBERSHIP AND OUTREACH EFFORTS. MEMBERSHIP IS OPEN TO ALL WHO SUPPORT OUR MISSION AND VALUES. MEMBERS INCLUDE INDIVIDUAL AND LIFE MEMBERS, INDUSTRY MEMBERS AT NATIONAL AND COMMUNITY LEVELS, AND OTHER MEMBER-BASED ASSOCIATIONS WITH COMMON GOALS AND OBJECTIVES. WE HELP CONNECT CIVIC LEADERS, ACADEMIA, LARGE AND SMALL BUSINESSES, AND LOCAL COMMUNITIES TO THEIR ARMY AND PROVIDE PROGRAMS THAT LEAD TO A BETTER UNDERSTANDING OF THE COMPLEX AND DIFFICULT ISSUES AND CHOICES OUR ARMY FACES IN DEFENDING OUR NATION. SCHEDULED EVENTS AT THE NATIONAL, REGIONAL, AND LOCAL LEVELS KEEP SOLDIERS AND THOSE WHO SUPPORT THEM CONNECTED TO A VERY BUSY AND ENGAGED ARMY. CHAPTERS PROVIDE A SERIES OF YEAR-ROUND EVENTS, INCLUDING STAFF RIDES, YOUNG PROFESSIONAL MENTORING AND NETWORKING EVENTS, BOOK AND MOVIE REVIEW PROGRAMS HIGHLIGHTING LEADERSHIP ATTRIBUTES, SUBJECT MATTER EXPERT SPEAKERS, PROFESSIONAL DEVELOPMENT SYMPOSIA, FAMILY FORUMS, SOCIAL EVENTS THAT FOSTER ESPRIT AND GOODWILL, AND COMMUNITY PROJECTS THAT TARGET NEEDS AT LOCAL LEVELS. CHAPTERS RECOGNIZE SOLDIERS, FAMILY MEMBERS, AND DEPARTMENT OF THE ARMY CIVILIANS EXCELLENCE AND SELFLESS SERVICE THROUGH LOCAL AWARDS PROGRAMS. OUR CHAPTERS AND REGIONS ALSO PROMOTE EDUCATION AND RECOGNITION OF EXCELLENCE THROUGH SCHOLARSHIPS, CONTRIBUTIONS, AND AWARDS VALUED AT $1M, ANNUALLY. AUSA NATIONAL HEADQUARTERS PROVIDES ANNUAL TRAINING, RESOURCES, AND TOOLS FOR CHAPTER VOLUNTEER LEADERS, A ROBUST MEMBER BENEFITS PROGRAM, SUPPORT TO JUNIOR AND SENIOR RESERVE OFFICER TRAINING CORPS PROGRAMS AT MILITARY AND CIVILIAN UNIVERSITIES, A HIGHLY ACCLAIMED GUIDE FOR SOLDIERS TRANSITIONING OUT OF THE MILITARY, AND SUPPORT TO SOLDIER RETIREMENT AND VETERANS HOMES. WE ALSO ADMINISTER SCHOLARSHIP PROGRAMS AT A NATIONAL LEVEL TO ENCOURAGE LIFELONG LEARNING AND KEEP PACE WITH CHANGING REQUIREMENTS. 3351125 1902 EDUCATION AND PROGRAMS:AUSA'S EDUCATION & PROGRAMS (EDU&P) IS CHARGED WITH INFORMING AND EDUCATING OUR MEMBERSHIP; LOCAL, REGIONAL, AND NATIONAL LEADERS; AND THE AMERICAN PUBLIC ON THE CRITICAL NATURE OF LAND WARFARE AND THE IMPORTANCE OF THE UNITED STATES ARMY. IN CARRYING OUT ITS MISSION, THE DEPARTMENT MANAGES AN EDUCATIONAL PROGRAM OF PROFESSIONAL PUBLICATIONS, EVENTS AND A PODCAST THAT ARE DESIGNED TO FOCUS THE DEFENSE DEBATE ON ISSUES OF IMPORTANCE TO THE NATION'S SECURITY AND ON THE VITAL ROLE OF THE ARMY. - AUSA'S EDU&P PUBLICATIONS LIST: LAND WARFARE PAPERSSERIES DESIGNED TO PROVIDE AN OUTLET FOR ORIGINAL, IN-DEPTH RESEARCH ESSAYS. THESE MONOGRAPHS ON KEY DEFENSE ISSUES ARE WRITTEN BY DEFENSE SUBJECT MATTER EXPERTS AND ARE SCREENED AND DEVELOPED FOR PUBLICATION BY AUSA'S EDITORIAL BOARD. LANDPOWER ESSAYSSERIES FOR ORIGINAL, OPINION-STYLE ESSAYS ON TIMELY DEFENSE TOPICS. WHILE THE LAND WARFARE PAPERS ARE HEAVILY FOCUSED ON RESEARCH AND ARE MORE ACADEMIC IN TONE, THE LANDPOWER ESSAYS ARE GENERALLY SHORTER AND ENCOURAGE A MORE CONVERSATIONAL AND REFLECTIVE APPROACH.SPOTLIGHTS HIGHLIGHT KEY ISSUES, OFTEN TECHNICAL IN NATURE, THAT ARE RELEVANT TO THE ARMY AND ITS ROLE IN NATIONAL DEFENSE. SPOTLIGHTS ARE DISTRIBUTED TO MILITARY AND CIVILIAN LEADERSHIP, SELECTED SEGMENTS OF THE AMERICAN PUBLIC, MEMBERS OF CONGRESS, KEY CONGRESSIONAL STAFF, INDUSTRY AND THE ADMINISTRATION.SPECIAL REPORTS OCCASIONAL PUBLICATIONS THAT FALL OUTSIDE OF OUR REGULAR SERIES. WHETHER THEY ARE SHORT PAPERS, MID-SIZE PAMPHLETS, OR LONGER HANDBOOKS, THEY AIM TO INFORM CONSTITUENTS AND TO INCREASE PROFESSIONAL AND SOMETIMES FAMILIAL DEVELOPMENT FOR SOLDIERS AND ALL THOSE WHO SERVE IN THE DEFENSE COMMUNITY. PROFILE OF THE U.S. ARMY: A REFERENCE HANDBOOK A USER-FRIENDLY REFERENCE BOOK FOR PEOPLE FAMILIAR WITH THE ARMY AND AN EASY-TO-READ INTRODUCTION FOR FAMILY MEMBERS, CIVILIAN EMPLOYEES, INDUSTRY PARTNERS AND FUTURE SOLDIERS. PUBLISHED EVERY TWO YEARS, IT DESCRIBES THE ARMY'S ROLE AS A KEY ELEMENT IN THE NATIONAL SECURITY STRUCTURE AS WELL AS THE ARMY'S ORGANIZATION. PROFILE ALSO CONTAINS INFORMATION AND GRAPHICS ON THE SOLDIER, THE UNIFORM, THE ARMY'S COMMAND STRUCTURE, ARMY FAMILIES AND THE ARMY'S CURRENT OPERATIONS. FINALLY, PROFILE CONTAINS AN INDEX OF MAPS ILLUSTRATING LOCATIONS OF CURRENT ARMY COMBAT CORPS AND DIVISIONS, ARMY NATIONAL GUARD DIVISIONS AND BRIGADE COMBAT TEAMS AND ARMY RESERVE DIRECT REPORTING COMMANDS.- EDU&P PROGRAMS: CONTEMPORARY MILITARY FORUMS HOSTED DURING AUSA'S ANNUAL MEETING, GLOBAL FORCE SYMPOSIUM, LANPAC SYMPOSIUM, WARFIGHTER SUMMIT AND OTHER SYMPOSIA THROUGHOUT THE YEAR. THESE FORUMS COVER TOPICS OF CURRENT INTEREST TO ARMY PROFESSIONALS AND AUSA MEMBERS, SUCH AS READINESS, MODERNIZATION, AND REFORM. AUSA'S SENIOR EXECUTIVE ROUNDTABLE SERIES BRINGS TOGETHER KNOWLEDGEABLE SENIOR LEADERSHIP FROM BOTH THE ARMY AND INDUSTRY FOR SMALL-GROUP, IN-DEPTH DISCUSSIONS ON ARMY CAPABILITIES AND REQUIREMENTS IN KEY MISSION AREAS. THE ROUNDTABLE GENERATES FEEDBACK FOR THE ARMY AND CREATES INFORMED ADVOCATES WHO CAN ARTICULATE THE ARMY'S FUTURE CONCEPTS AND NEEDS TO THE WIDE VARIETY OF AUDIENCES WHO CONTRIBUTE TO THESE VITAL MISSION SETS. THERE ARE SEVEN SERT TOPICS (E.G., ARMY SUSTAINMENT, ARMY INFRASTRUCTURE, ARMY AIR & MISSILE DEFENSE); EACH SERT ASSEMBLES TWO TO THREE TIMES PER YEAR, IS LIMITED TO 24 PARTICIPANTS AND IS CONDUCTED WITH NO AUDIENCE, NO PRESS AND NO OFFICIAL MINUTES OR RECORDING. NOON REPORT WEBINAR SERIESAUSA'S NOON REPORT WEBINAR SERIES FEATURES PRESENTATIONS BY SENIOR ARMY LEADERS RESPONSIBLE FOR KEY PROGRAMS AND INITIATIVES, AS WELL AS CONTEMPORARY MILITARY AUTHORS WHO WEAVE TOGETHER THE PAST, PRESENT AND FUTURE STORY OF THE ARMY.AUSA'S ARMY MATTERS PODCAST SERIESA ROTATING CAST OF HOSTS ON OUR ARMY MATTERS PODCAST PROVIDES VITAL INFORMATION ON ARMY AND DEFENSE ISSUES THROUGH INTERVIEWS AND CONVERSATIONS WITH MILITARY AND CIVILIAN EXPERTS. A NEW EPISODE IS POSTED EACH MONDAY, CYCLING THROUGH THE FOUR SHOWS, WITH OCCASIONAL SPECIAL EPISODES. THE GOAL OF THE PODCAST IS TO EDUCATE, INFORM, AND CONNECT WITH THE PUBLIC - EXTENDING AUSA'S EDUCATIONAL REACH TO CURRENT AND FUTURE MEMBERS. THE SERIES INCLUDES SOLDIER TODAY, WHICH FOCUSES ON PROFESSIONAL DEVELOPMENT AND TRENDING ISSUES FOR NCOS; ARMY REAL TALK, WHICH DISCUSSES DEFENSE AND NATIONAL SECURITY ISSUES TARGETED AT YOUNGER GENERATIONS; FAMILY VOICES, WHICH FOCUSES ON MILITARY FAMILIES AND QUALITY OF LIFE ISSUES; AND THOUGHT LEADERS, WHICH CONDUCTS INTERVIEWS WITH SENIOR ARMY LEADERS AND CONTEMPORARY MILITARY AUTHORS.AUSA BOOK PROGRAMAUSA'S BOOK PROGRAM WORKS WITH PUBLISHING PARTNERS TO PRODUCE BOOKS ABOUT ARMY HERITAGE, MILITARY HISTORY, AND NATIONAL SECURITY IN ORDER TO FOSTER UNDERSTANDING AND APPRECIATION OF THE U.S. ARMY AND ITS SOLDIERS. THE PROGRAM ALSO CREATES THE MEDAL OF HONOR GRAPHIC NOVEL SERIES. 2856743 1527520 ARMY MAGAZINE AND OTHER PUBLICATIONS:THE ASSOCIATION PUBLISHED A MONTHLY PUBLICATION - ARMY MAGAZINE - AND TWO WEEKLY DIGITAL PUBLICATIONS - AUSA'S FIVE THINGS AND AUSA EXTRA - AIMED AT PROVIDING ARMY-SPECIFIC AND AUSA-RELATED INFORMATION TO ASSOCIATION MEMBERS. THE AWARD-WINNING MAGAZINE INCLUDES FEATURE ARTICLES AND COMMENTARIES FOCUSING ON EDUCATION AND PROFESSIONAL DEVELOPMENT, A CORE MISSION OF THE ASSOCIATION'S CHARTER. AUSA EXTRA IS A WEEKLY NEWSPAPER COVERING NEWS RELATED TO THE ARMY, AUSA EVENTS, AND AUSA CHAPTER ACTIVITIES. AUSA'S FIVE THINGS IS A WEEKLY FORWARD-LOOKING TIP SHEET FOR ASSOCIATION MEMBERS PROVIDING INSIGHT INTO ARMY-RELATED NEWS. 2153563 1644209 GOVERNMENT AFFAIRS, PUBLIC AFFAIRS, AND STRATEGIC INDUSTRY DONATIONS:AUSA GOVERNMENT AFFAIRS MANAGES THE DEVELOPMENT AND IMPLEMENTATION OF THE ASSOCIATION'S STRATEGY FOR ADVOCATING AUSA AND TOTAL ARMY PRIORITIES WITH THE UNITED STATES CONGRESS, THE DEPARTMENT OF DEFENSE, AND LIKE-MINDED ORGANIZATIONS. GOVERNMENT AFFAIRS' WORK PRODUCTS INCLUDE ANNUALLY PUBLISHING AUSA FOCUS AREAS (ADVOCACY PRIORITIES), PLANS TO MEET WITH CONGRESS TO SEEK SUPPORT FOR AUSA AND TOTAL ARMY PRIORITIES, HOSTING CONGRESSIONAL STAFF DURING THE AUSA ANNUAL MEETING AND OTHER AUSA SPONSORED EVENTS. 1019722 NON-COMMISSIONED OFFICER (NCO) AND SOLDIER PROGRAMS:NCO AND SOLDIER PROGRAMS PROVIDE PROFESSIONAL DEVELOPMENT AND EDUCATIONAL MATERIALS FOR THE ARMY'S ENLISTED FORCE. APPROXIMATELY 83% OF THE REGULAR ARMY, ARMY NATIONAL GUARD, AND THE ARMY RESERVE CONSIST OF ENLISTED VOLUNTEERS WHO SERVE FOR A SPECIFIED PERIOD. NCO AND SOLDIER PROGRAMS DEVELOP EDUCATIONAL, LEADERSHIP, MENTORING, AND PROFESSIONAL DEVELOPMENT MATERIALS AND PROGRAMS SUITED FOR THE SOLDIERS AND LEADERS OF AMERICA'S ARMY. THESE MATERIALS RANGE FROM JOURNAL-TYPE ARTICLES PUBLISHED FOR THE MONTHLY MAGAZINE AND ARMY MATTERS, AND AN ON-LINE PROFESSIONAL FORUM TITLED THE NOON REPORT. ALL NCO AND SOLDIER PROGRAM PUBLICATIONS PROVIDE LEADERS WITH THE NECESSARY TOOLS NEEDED FOR THE PROFESSIONAL DEVELOPMENT AND GROWTH OF THEIR SOLDIERS AND SUBORDINATE LEADERS IN THEIR RESPECTIVE ORGANIZATIONS DEPLOYED GLOBALLY. NCO AND SOLDIER PROGRAMS PROVIDES IN-PERSON AND VIRTUAL LEADER DEVELOPMENT FORUMS TO A DIVERSE POPULATION RANGING FROM JUNIOR SOLDIERS THROUGH STRATEGIC LEVEL LEADERS ACROSS THE ARMY. THE PROFESSIONAL DEVELOPMENT FORUMS FOCUS ON TOPICS RELEVANT TO THE ENTIRE FORCE. NCO AND SOLDIER PROGRAMS PROVIDES SUPPORT TO SOLDIERS, FAMILIES, VETERANS, AND COMMUNITY PARTNERS THROUGH AUSA'S 121 CHAPTERS AND AUSA'S PRINCIPAL MEETINGS CONDUCTED PERIODICALLY THROUGHOUT THE YEAR. NCO AND SOLDIER PROGRAMS PROVIDES RESOURCES IN SUPPORT OF PROGRAMS DELIVERED BY THE OFFICE OF THE SERGEANT MAJOR OF THE ARMY, SERGEANT MAJOR OF THE ARMY RESERVE, AND THE SERGEANT MAJOR OF THE ARMY NATIONAL GUARD. NCO AND SOLDIER PROGRAMS DEVELOPED A LIFE SKILLS TRAINING PROGRAM AIMED AT TEACHING CRITICAL LIFE SKILLS TO JUNIOR ENLISTED SOLDIERS ACROSS ALL THREE COMPONENTS OF THE UNITED STATES ARMY. 789873 CENTER FOR LEADERSHIP:THE AUSA CENTER FOR LEADERSHIP EDUCATES, INSPIRES, AND CONNECTS LEADERS AT THE BRIGADE LEVEL AND BELOW THROUGH LEADERSHIP FORUMS THAT STRENGTHEN THE ARMY PROFESSION. IT DELIVERS RELEVANT AND INSPIRATIONAL PROGRAMS THAT DEVELOP LEADERS OF CHARACTER AND COHESIVE TEAMS ACROSS THE TOTAL ARMY.THE CENTER FOR LEADERSHIP PARTICIPATES IN A MYRIAD OF FORUMS AND PLATFORMS TO SHARE LEADER DEVELOPMENT IDEAS AND BEST PRACTICES. THIS INCLUDES THE "ON LEADERSHIP" SECTION OF ARMY MAGAZINE, "LEADING GREAT TEAMS" PODCAST, THREE STAFF RIDES AT THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, FOUR LEADERSHIP FORUMS, THE AUSA LEADERSHIP STAFF RIDE HONORING THE LEADERSHIP AND SELFLESS SERVICE OF AFRICAN-AMERICAN SOLDIERS FROM 1775 TO PRESENT, TWO LEADERSHIP FORUMS IN SUPPORT OF THE NEVADA ARMY NATIONAL GUARD AND THE WISCONSIN ARMY NATIONAL GUARD, THE LEADER SOLARIUM AT THE AUSA ANNUAL MEETING, AND THE LEADERSHIP FORUM AT THE LANPAC SYMPOSIUM. ADDITIONALLY, IT ESTABLISHED THE AUSA LEADERSHIP FELLOWS PROGRAM, REBUILT THE AUSA YOUNG PROFESSIONALS PROGRAM, AND CREATED THE "BUILDING TRUST" LEADERSHIP MODULES FOR AUSA PREMIUM MEMBERS IN CONJUNCTION WITH MEMRE.AI. 6819901 1644209 1527520 27950573 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 135 0 119 1 1 1 1 KU PM 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA WA WV WI X MANISHA PATEL 7039072643 2425 WILSON BOULEVARD ARLINGTON VA 22201 PHEBE N NOVAKOVIC CHAIRMAN 1.00 X X 0 0 0 THOMAS W RABAUT DEPUTY CHAIRMAN 1.00 X X 0 0 0 THOMAS ARSENEAULT DIRECTOR 1.00 X 0 0 0 PATRICIA P HICKERSON DIRECTOR 1.00 X 0 0 0 LARRY R JORDAN DIRECTOR 1.00 X 0 0 0 LEROY A PETRY DIRECTOR 1.00 X 0 0 0 DENNIS J REIMER DIRECTOR 1.00 X 0 0 0 PHYLLIS J WILSON DIRECTOR 1.00 X 0 0 0 MARK C ROUALET DIRECTOR 1.00 X 0 0 0 ANDY HOVE DIRECTOR 1.00 X 0 0 0 KENNETH O PRESTON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER KUBASIK DIRECTOR 1.00 X 0 0 0 TIM CAHILL DIRECTOR 1.00 X 0 0 0 JAMES CANNON DIRECTOR 1.00 X 0 0 0 THEODORE COLBERT III DIRECTOR 1.00 X 0 0 0 ROBERT TYRER DIRECTOR 1.00 X 0 0 0 JOHN H TILELLI DIRECTOR 1.00 X 0 0 0 JACK C STULTZ DIRECTOR 1.00 X 0 0 0 SCOTT T GREENE LEFT 122022 DIRECTOR 1.00 X 0 0 0 CARL E VUONO LEFT 122022 DIRECTOR 1.00 X 0 0 0 MITCH SNYDER LEFT 42023 DIRECTOR 1.00 X 0 0 0 ROBERT B BROWN PRESIDENT & CEO 38.00 X 496524 0 228917 MANISHA PATEL TREASURER & CFO 38.00 X 316557 0 58319 ANN BELYEA CHIEF OF STAFF/CORPORATE SECRETARY 38.00 X 216054 0 32280 DANIEL DAILEY VP, NCO & SOLDIER PROGRAMS 38.00 X 394534 0 22569 JOHN HALEY VP, MEMBERSHIP & MEETINGS 38.00 X 456870 0 24965 LESLIE SMITH VP, LEADERSHIP & EDUCATION 38.00 X 213759 0 19787 ALISON FRENCH CHIEF HUMAN RESOURCES OFFICER 38.00 X 281662 0 52794 RICHARD MAZE EDITOR-IN-CHIEF 38.00 X 196055 0 33261 SUSAN RUBEL DIRECTOR, ASSOCIATION & AFFINITY PARTNERSHIPS 38.00 X 166657 0 26553 SCOTT HALSTEAD DIRECTOR, CENTER FOR LEADERSHIP 38.00 X 164766 0 15406 ALEX BRODY DIRECTOR, MEETINGS 38.00 X 159438 0 29607 CARTER F HAM LEFT 1012021 FORMER PRESIDENT & CEO 0.00 X 700000 0 0 GUY C SWAN LEFT 06302022 FORMER VP, EDUCATION 0.00 X 433382 0 13549 4196258 0 558007 32 1 1 0 HBW GROUP 1055 FIRST STREET SUITE 200 ROCKVILLE MD 20850 CONSTRUCTION SERVICES 2810924 GES PO BOX 96174 CHICAGO IL 60693 TRADE SHOW MANAGEMENT 838512 ARAMARK SPORTS & ENTERTAINMENT 801 MT VERNON PL NW WASHINGTON DC 20001 EVENT SERVICES/CATERING 783164 FREEMAN DECORATING PO BOX 650519 DALLAS TX 75265 EVENT SERVICES/ AV/DECORATIONS 549755 EVENTS DC 801 MT VERNON PL NW WASHINGTON DC 20001 EXHIBIT SPACE 538941 36 324781 4447609 11507 4772390 ANNUAL MEETINGS 900099 16467249 16467249 SYMPOSIA & OTHER MEETINGS 900099 5281230 5281230 MEMBERSHIP DUES 900099 4956076 4956076 ADVERTISING 541800 1481313 1183743 297570 28185868 1436186 1436186 277567 277567 836187 256351 709478 494154 126709 -237803 -111094 -237803 126709 9121130 8422234 698896 698896 698896 830766 324781 662117 168649 168649 46207 22676 23531 23531 75986 75986 75986 35527979 26728086 945940 3081563 2726487 2726487 510055 510055 2893977 2090383 803594 6676805 5311697 1365108 540396 418178 122218 990028 770255 219773 709414 548970 160444 45706 34841 10865 82437 82437 24852 24852 386718 386718 534924 424472 110452 942022 927051 14971 745148 572735 143404 29009 2487191 2162849 324342 1245192 791075 454117 969042 878434 90608 6125756 6083660 3811 38285 2530 2530 2282046 2282046 323027 323027 145016 67066 77950 PRINTING/PUBLICATIONS 495128 495128 CREDIT CARD FEES 384968 384968 TAXES 104492 104492 DUES AND SUBSCRIPTIONS 65179 59032 6147 88812 63312 25500 32527348 27950573 4494510 82265 20396204 21006479 9695087 9174167 2448368 1860138 449286 406288 55484 47946 1402044 2569645 36553595 19983490 13899307 16570105 62664522 72518713 134191 137563 111144493 124291044 4671743 5569674 672694 350000 21021968 22990131 34466 34466 26400871 28944271 X 84283938 94926712 459684 420061 84743622 95346773 111144493 124291044 X 3000631 6782183 820337 X 0 1 X 1 0 X 5245349 4284342 7153265 6099481 4772390 27554827 27694988 21577740 17565315 24761923 27048332 118648298 259283 259283 33199620 25862082 24718580 30861404 31820722 146462408 21583 39402 38190 60010 10638 169823 10553823 579395 58923 410005 1012330 12614476 10575406 618797 97113 470015 1022968 12784299 133678109 3186541 2028822 1988724 2171496 2549940 11925523 3186541 2028822 1988724 2171496 2549940 11925523 332 53484 168649 222465 4884 43885 25110 88164 75986 238029 36391045 27934789 26732746 33174548 34615297 158848425 0.84150 0.82680 0.07510 0.07820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24852 24852 32012171 32037023 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 9613 6322 11593 24852 52380 250000 250000 250000 250000 1000000 1500000 17575288 17575288 455285 455285 25509546 11447965 14061581 2052376 1780301 272075 8536388 6755224 1781164 16570105 TENANT DEPOSITS 34466 34466 X 40117153 6782183 5750 6787933 33329220 381137 1817622 2198759 35527979 30442109 2356407 2356407 28085702 381137 4060509 4441646 32527348 PART V, LINE 4: THE BOARD OF DIRECTORS VOTED TO REMOVE ALL RESTRICTIONS FROM THE QUASI-ENDOWMENT. THE FUNDS ARE NOW UNRESTRICTED. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT FOR INCOME FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE, WHICH PRIMARILY INCLUDES THE ASSOCIATION'S ADVERTISING ACTIVITIES. AN IMMATERIAL PROVISION FOR INCOME TAXES WAS RECORDED DURING THE YEAR ENDED JUNE 30, 2023 AND 2022, RELATED TO THE ASSOCIATION'S ADVERTISING. THE ASSOCIATION IS NOT A PRIVATE FOUNDATION PURSUANT TO SECTION 509(A)(2) OF THE IRC. THE ASSOCIATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION FROM CHAPTERS 5,750. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE FROM UNAUDITED DIVISIONS 3,706,047. SPECIAL EVENT EXPENSES -662,117. RENTAL EXPENSES -1,203,632. COST OF GOODS SOLD -22,676. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 22,676. SPECIAL EVENT EXPENSES 662,117. RENTAL EXPENSE 1,203,632. LOCAL ORGANIZATION SUPPORT 467,982. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM UNAUDITED DIVISIONS 4,060,509. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 9 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 677 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 784 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 9 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 97278 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS 66320 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 61 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 51616 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 69245 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 7 PROGRAM SERVICES PROMOTING MEMBERSHIP, PROVIDING LOCAL SUPPORT/PROGRAMS FOR MEMBERS, AND FUNDRAISING 33883 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 INVESTMENTS 14661 0 86 0 0 0 86 334464 0 334464 0 0 0 0 0 1 PART III ACCOUNTING METHOD: FISHER HOUSE GALA 175248 102927 72321 51223 SUNSHINE CHAPTER ARMY BALL 100853 10000 90853 87111 22 872654 210289 662365 518787 1148755 323216 825539 657121 657121 168418 1 ARMED FORCES YMCA FORT BRAGG 439 WESTWOOD SHOPPING CENTER FB430 FAYETTEVILLE NC 28314 562159770 501(C)(3) 100000 0 TO ADDRESS FOOD INSECURITY THAT HAS AFFECTED SOLDIERS AND FAMILIES ACROSS THE ARMY ARMED FORCES YMCA KILLEEN 110 MOUNTAIN LION ROAD HARKER HEIGHTS TX 76548 363274346 501(C)(3) 100000 0 TO ADDRESS FOOD INSECURITY THAT HAS AFFECTED SOLDIERS AND FAMILIES ACROSS THE ARMY ARMY CADET COMMAND 204 1ST CAVALRY REGIMENT ROAD BUILDING 1002 FORT KNOX KY 40121 DOD 15000 0 TO SUPPORT CIVILIAN SPONSORED SCHOLARSHIP PROGRAMS SENIOR ROTC PROGRAM (3 $4,000 RECIPIENT) & GEICO SCHOLARSHIP (1 $3,000 RECIPIENT) ARMY EMERGENCY RELIEF 2530 CRYSTAL DRIVE SUITE 13161 ARLINGTON VA 22202 530196552 501(C)(3) 1000000 0 TO ADDRESS FOOD INSECURITY THAT HAS AFFECTED SOLDIERS AND FAMILIES ACROSS THE ARMY ARMY G1 300 ARMY PENTAGON WASHINGTON DC 20310 DOD 8000 0 TO SUPPORT THE STRICKLAND MEMORIAL AUSA SCHOLARSHIP (2 RECIPIENTS) ARMY SCHOLARSHIP FOUNDATION 11700 PRESTON ROAD DALLAS TX 75230 742996331 501(C)(3) 10000 0 TO ASSIST IN PROVIDING ACADEMIC SCHOLARSHIPS TO CHILDREN OF SOLDIERS COLUMBUS RECRUITING BATTALION RCMW-CO PO BOX 3990 COLUMBUS OH 43218 DOD 12850 0 SUPPORT FOR THE 2023 ARMY RECUITER BALL EANGUS WE CARE FOR AMERICA 1 MASSACHUSSETS AVE NE 13161 WASHINGTON DC 20001 540196552 501(C)(3) 100000 0 TO SUPPORT NATIONAL GUARD SEVICE MEMBERS IN NEED FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PARKWAY SUITE 410 ROCKVILLE MD 20852 113158401 501(C)(3) 152461 0 SUPPORT TO BUILD COMFORT HOMES WHERE MILITARY & VETERAN FAMILIES CAN STAY FORT LEAVENWORTH 6000 THOMAS AVENUE FORT LEAVENWORTH KS 66027 DOD 6204 0 ARMY EMERGENCY RELIEF FUND JOINT BASE SAN ANTONIO FT SAM HOUSTON 4130 STANLEY ROAD SAN ANTONIO TX 78234 DOD 10000 0 SUPPORT THE ARMY BALL EVENT AT THE BASE OFFICE OF THE SMA 200 ARMY PENTAGON WASHINGTON DC 20310 DOD 7000 0 TO SUPPORT NCO OF THE YEAR AWARD (2 RECIPIENTS) & SOLDIER OF THE YEAR AWARD (5 RECIPIENTS) OPERATION ONCE IN A LIFETIME PO BOX 797052 DALLAS TX 75379 208949979 501(C)(3) 10000 0 SUPPORT MISSION OF ASSISTING SOLDIERS IN NEED SOME GAVE ALL THE JOEY GRAVES FOUNDATION INC 5779 CUTTER LOOP DISCOVERY BAY CA 94505 270176739 501(C)(3) 12192 0 SUPPORT GOLD STAR FAMILIES IN THE GREATER SAN FRANCISCO AREA THE CHRISTMAS HOUSE INC - FORT GORDON PO BOX 7030 FT GORDON GA 30905 821801383 501(C)(3) 10000 0 SUPPORT THE FOUNDATION WITH PROVIDING A FUN CHRISTMAS TO MILITARY FAMILIES US ARMY 105 ARMY PENTAGON WASHINGTON DC 20310 DOD 0 80000 FMV OIL PAINTINGS PORTRAIT OF THE HONORABLE CHRISTINE WORMUTH AND GENERAL MARK A. MILLEY FOR PUBLIC DISPLAY IN THE PENTAGON US ARMY 101 ARMY PENTAGON WASHINGTON DC 20310 DOD 350000 0 PROFFER TO THE DEPARTMENT OF THE ARMY TO PROVIDE FOR THE ATTENDANCE OF ARMY PERSONNEL TO AUSA SYMPOSIA US ARMY MILITARY DISTRICT OF WASHINGTON (MDW) ARMY TEN-MILER FUND 102 THIRD AVENUE SW BLDG 39 2 WASHINGTON DC 20319 DOD 80000 0 SPONSORSHIP OF THE ARMY TEN-MILER VALERO ENERGY FOUNDATION PO BOX 1336 SAN ANTONIO TX 78295 742904514 501(C)(3) 7000 0 SUPPORT FUNDRAISER FOR NIGHT OF HEROES 19 0 AUSA CHAPTER SCHOLARSHIPS 287 305055 AUSA COMPLETED COURSEWORK SCHOLARSHIP 8 20000 CONDOR OUTDOOR PRODUCTS SCHOLARSHIP 5 50000 DELTA DENTAL SCHOLARSHIP 10 20000 GEN JACK N. MERRITT SCHOLARSHIP 2 10000 JOSEPH P. & HELEN T. CRIBBINS SCHOLARSHIP 2 20000 LEON VAN AUTREVE SCHOLARSHIP 8 50000 NICHOLAS D. CHABRAJA SCHOLARSHIP 6 30000 STROUP SCHOLARSHIP 3 5000 PART I, LINE 2: UPON AWARDING OF SCHOLARSHIP, AUSA REQUESTS SUPPORTING DOCUMENTATION OF PAYMENT FOR QUALIFYING TUITION FROM SCHOLARSHIP AWARDEE. IF NO SUPPORTING DOCUMENTATION IS PROVIDED, OR IF SUPPORTING DOCUMENTATION IS NOT FOR A QUALIFIED SCHOLARSHIP EXPENSE, AUSA SENDS A 1099 FOR OTHER INCOME. 1 X X X X X 0 1 0 0 0 0 0 1 0 ROBERT B BROWN PRESIDENT & CEO 494075 0 0 0 2449 0 224400 0 4517 0 725441 0 0 0 CARTER F HAM LEFT 1012021 FORMER PRESIDENT & CEO 0 0 0 0 700000 0 0 0 0 0 700000 0 700000 0 JOHN HALEY VP, MEMBERSHIP & MEETINGS 280000 0 175000 0 1870 0 22400 0 2565 0 481835 0 0 0 GUY C SWAN LEFT 06302022 FORMER VP, EDUCATION 155336 0 250000 0 28046 0 12427 0 1122 0 446931 0 0 0 DANIEL DAILEY VP, NCO & SOLDIER PROGRAMS 243168 0 150000 0 1366 0 19290 0 3279 0 417103 0 0 0 MANISHA PATEL TREASURER & CFO 215544 0 100000 0 1013 0 17877 0 40442 0 374876 0 0 0 ALISON FRENCH CHIEF HUMAN RESOURCES OFFICER 179850 0 100000 0 1812 0 14829 0 37965 0 334456 0 0 0 ANN BELYEA CHIEF OF STAFF/CORPORATE SECRETARY 139152 0 75000 0 1902 0 11539 0 20741 0 248334 0 0 0 LESLIE SMITH VP, LEADERSHIP & EDUCATION 212538 0 0 0 1221 0 17077 0 2710 0 233546 0 0 0 RICHARD MAZE EDITOR-IN-CHIEF 193470 0 0 0 2585 0 15714 0 17547 0 229316 0 0 0 SUSAN RUBEL DIRECTOR, ASSOCIATION & AFFINITY PAR 146418 0 18000 0 2239 0 11722 0 14831 0 193210 0 0 0 ALEX BRODY DIRECTOR, MEETINGS 151455 0 7000 0 983 0 12316 0 17291 0 189045 0 0 0 SCOTT HALSTEAD DIRECTOR, CENTER FOR LEADERSHIP 163543 0 0 0 1223 0 13083 0 2323 0 180172 0 0 0 PART I, LINE 4B GENERAL CARTER F. HAM RECEIVED PAYMENTS OF $700,000 FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. GENERAL ROBERT B. BROWN WAS AWARDED $200,000 INTO A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PART I, LINE 7 THE TREASURER & CFO, CHIEF OF STAFF/CORPORATE SECRETARY, VP OF MEMBERSHIP & MEETINGS, VP OF NCO & SOLDIER PROGRAMS, FORMER VP OF EDUCATION, CHIEF HUMAN RESOURCES OFFICER, DIRECTOR OF MEETINGS, AND DIRECTOR OF ASSOCIATION & AFFINITY PARTNERS RECEIVED BONUSES BASED ON PERFORMANCE. GORDON R SULLIVAN FORMER PRESIDENT LIFE INSURANCE POLICY X 600000 406288 0 1 1 406288 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DURING PERIODS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS SHALL ACT THROUGH AN EXECUTIVE COMMITTEE WHICH MAY EXERCISE THE AUTHORITY OF BOARD OF DIRECTORS EXCEPT AS SPECIFICALLY LIMITED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN OF THE BOARD OF DIRECTORS, DEPUTY CHAIRMAN, AND OTHER BOARD DIRECTORS NOMINATED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. A MAJORITY OF THE COMMITTEE SHALL CONSTITUTE A QUORUM. MINUTES OF ALL MEETINGS OF THE COMMITTEE SHALL BE PROVIDED TO EACH BOARD MEMBER AND PRESENTED AT THE FOLLOWING BOARD OF DIRECTORS MEETING AND APPROVED BY THE FULL BOARD. EX OFFICIO MEMBERS (PRESIDENT/CEO AND REGION PRESIDENTS) ARE NO LONGER VOTING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DIRECTORS OF THE ASSOCIATION OF THE U.S. ARMY VOTED TO ADOPT REVISIONS IN THE ASSOCIATION'S BYLAWS. FIRST, IT MADE CHANGES RELATED TO A NEW AUSA MEMBERSHIP CATEGORY INTRODUCED IN OCTOBER. INDIVIDUAL MEMBERSHIP NOW INCLUDES BASIC, PREMIUM, AND LIFE MEMBERSHIP. SECOND, IT INCREASED THE SIZE OF THE BOARD OF DIRECTORS TO AS MANY AS 19 MEMBERS, UP FROM THE CURRENT 15, AND LIMITED THE BOARD TO HAVING 11 TO 19 MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THREE MEMBERSHIP CLASSES: INDIVIDUAL, INDUSTRY PARTNER, AND ASSOCIATION MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE CHAIRMAN APPOINTS A 3 MEMBER NOMINATING COMMITTEE FROM AMONG THE BOARD OF DIRECTORS FOR THE PURPOSE OF PROVIDING A SLATE OF NOMINEES FOR VACANT POSITIONS ON THE BOARD. THE NOMINATING COMMITTEE SUBMITS A SLATE SELECTED FROM MEMBERSHIP OF AT LEAST ONE NOMINEE FOR EACH VACANT POSITION. AFTER PUBLICATION OF THE SLATE, ADDITIONAL CANDIDATES MAY BE NOMINATED. BALLOTS WILL BE COUNTED UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B INDIVIDUAL MEMBERS HAVE THE RIGHT TO VOTE IN ELECTIONS AND CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND THEN REVIEWED BY THE TREASURER/CFO AND PRESIDENT/CEO OF AUSA. A COMPLETE COPY OF THE DRAFT RETURN IS SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE EXPECTED TO CONDUCT THEMSELVES AND THE AFFAIRS OF AUSA IN A MANNER THAT REFLECTS THE HIGHEST STANDARDS OF ETHICAL CONDUCT, AND IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL LAWS AND REGULATIONS. THIS INCLUDES AVOIDING REAL AND POTENTIAL CONFLICTS OF INTEREST. WHEN EMPLOYEES ARE UNSURE WHETHER A CERTAIN TRANSACTION ACTIVITY, OR RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST, THEY ARE DIRECTED TO DISCUSS THE SITUATION WITH THEIR SUPERVISOR OR A MEMBER OF MANAGEMENT FOR CLARIFICATION. FAILURE TO ADHERE TO THE POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICT OR SEEK AN EXCEPTION TO THE POLICY, MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, CHAIRED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS DETERMINES THE CEO & KEY EMPLOYEES' SALARIES. A COMPENSATION STUDY PERFORMED BY AN EXECUTIVE COMPENSATION CONSULTANT WAS USED FOR COMPARABILITY DATA. THE DECISION IS DOCUMENTED IN THE MINUTES. THE MOST RECENT YEARS IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WERE DECEMBER 2021 AND JULY 2023. THE PRESIDENT/CEO DETERMINES THE SALARIES OF THE TREASURER/CFO AND THE CHIEF OF STAFF/CORPORATE SECRETARY. A COMPENSATION STUDY ON ALL STAFF, REVIEWED BY A CONSULTANT WAS USED FOR COMPARABILITY DATA. THE MOST RECENT YEARS IN WHICH THE PROCESS INCLUDED COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WERE OCTOBER 2022 AND NOVEMBER 2023. THE CFO'S COMPENSATION ALSO INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS IN DECEMBER 2021 AND JULY 2023. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS ARE POSTED ON THE AUSA WEBSITE AND THE CONFLICT OF INTEREST POLICY IS IN THE EMPLOYEE HANDBOOK ON THE WEBSITE. FORM 990, PART XI, LINE 9: INCREASE IN PENSION OBLIGATION 820,337.