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Nonprofit · EIN 20-8861567

UNITED SERVICE ORGANIZATIONS

Also known as USO FOUNDATION, USO Foundation

Tax-exempt · ARLINGTON, VA 22201

Financials

$7.5M$12.3M2023$7.2M$15.7M2024
Revenue Expenses · by fiscal year end
Financials of UNITED SERVICE ORGANIZATIONS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$7,163,123$15,703,853-$8,540,730$158,961,433$1,396,826$157,564,607
December 31, 2023990$7,538,820$12,272,899-$4,734,079$155,426,087$66,965$155,359,122
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$7,163,123
Net gain from sales of assets
$2,568,720
Other revenue
$0

Expenses

Grants and similar amounts paid
$15,179,369
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$7,779
Accounting fees
$27,678
Program services (functional)
$15,179,369
Management and general (functional)
$524,484

Balance sheet and other

Total assets, start of year
$155,426,087
Total assets, end of year
$158,961,433
Total liabilities, end of year
$1,396,826
Net assets, end of year
$157,564,607
Publicly traded securities
$152,463,324
Net assets without donor restrictions
$79,706,605
Net assets with donor restrictions
$77,858,002
Gross receipts
$230,207,569
Employees
0
Volunteers
7
Year formed
2007
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KRISTINE SHUMACKTREASURER; USO, INC. CFO
Officer
2$0$416,533$63,724
WARREN CARSTENSEC; USO, INC. VP FIN SYS
Officer
2$0$214,428$34,195
WILLIAM J LYNN IIIPRESIDENT & CHAIRMAN
Trustee or director, Officer
2$0$0$0
ANDREW MAGLIOCHETTIDIRECTOR
Trustee or director
1$0$0$0
COURTNEY BILLINGTONDIRECTOR
Trustee or director
1$0$0$0
DAVID MALONEDIRECTOR (BEG 01/24)
Trustee or director
1$0$0$0
MARSHALL NADELDIRECTOR (BEG 01/24)
Trustee or director
1$0$0$0
ROBERT MARTINEZDIRECTOR
Trustee or director
1$0$0$0
ROBIN LINEBERGERDIRECTOR (BEG 01/24)
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KRISTINE SHUMACKTREASURER; USO, INC. CFO
Officer
2$0$318,802$60,374
WARREN CARSTENSEC; USO, INC. VP FIN SYS
Officer
2$0$183,294$30,673
JED BECKERPRESIDENT & CHAIRMAN (END 12/23)
Trustee or director, Officer
2$0$0$0
AMANDA KOEHLERDIRECTOR (END 12/23)
Trustee or director
1$0$0$0
ANDREW MAGLIOCHETTIDIRECTOR
Trustee or director
1$0$0$0
CHRIS CLARKEDIRECTOR (END 12/23)
Trustee or director
1$0$0$0
COURTNEY L BILLINGTONDIRECTOR (BEG 01/23)
Trustee or director
1$0$0$0
ROBERT MARTINEZDIRECTOR
Trustee or director
1$0$0$0
THOMAS WESSELSDIRECTOR (END 12/23)
Trustee or director
1$0$0$0
WILLIAM J LYNN IIIDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
2111 WILSON BLVD STE 1200, ARLINGTON, VA 22201-3052
In care of
% KRISTINE SHUMACKVP CONTROLL
Mailing address (990-N for 2009)
2111 Wilson Boulevard, Suite 1200, Arlington VA 222013052
Principal officer (990 for 2024)
WILLIAM J LYNN III, 2111 WILSON BOULEVARD 1200, ARLINGTON, VA 22201
Principal officer (990-N for 2009)
John Gottschalk - Chairman and Pres, 2111 Wilson Boulevard, Suite 1200, Arlington VA 222013052
Signed the 990
KRISTINE SHUMACK, CHIEF FINANCIAL OFFICER
Phone
(703) 908-6400
Return prepared by
GRANT THORNTON ADVISORS LLC

Mission

THE MISSION OF THE USO FOUNDATION (FOUNDATION) IS TO SUPPORT USO INC.'S (USO) MISSION TO STRENGTHEN THE WELL-BEING OF THE PEOPLE SERVING IN AMERICA'S MILITARY AND THEIR FAMILIES.

990 for the year ended December 31, 2024

Program accomplishments

  • THE FOUNDATION SUPPORTS THE ACTIVITIES OF USO TO MEET THE SOCIAL WELFARE, EDUCATION, AND ENTERTAINMENT NEEDS OF THE MEN AND WOMEN IN THE ARMED FORCES OF THE UNITED STATES OF AMERICA WITHIN AND WITHOUT THE TERRITORIAL LIMITS OF THE UNITED STATES OF AMERICA, TO ENHANCE THE QUALITY OF LIFE OF THE UNITED STATES ARMED FORCES' PERSONNEL AND THEIR FAMILIES WORLDWIDE, AND TO CREATE A COOPERATIVE RELATIONSHIP BETWEEN U.S. MILITARY COMMUNITIES AND INVOLVED OR SUPPORTING CIVILIAN ORGANIZATIONS. THE FOUNDATION ALSO SUPPORTS USO STRATEGIC INITIATIVES FOCUSED ON INCREASING BRAND AWARENESS, RELEVANCY AND VALUE OF MISSION AND DIGITAL TRANSFORMATIONS TO ADVANCE MISSION DELIVERY AND FUNDRAISING EFFORTS, MODERNIZE OPERATIONS, AND TO INFORM DECISION-MAKING.
    Expenses $15,179,369 · grants $15,179,369

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-8861567
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1954
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$158,961,433
Income (IRS master file)
$230,207,569

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$7,163,123$15,703,853$158,961,433XML
990-TDecember 2024–––IRS
990December 2023$7,538,820$12,272,899$155,426,087XML
990-TDecember 2023–––IRS
990December 2022$18,556,427$3,344,529$144,641,510IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS
990-N for 2009
Officer: John Gottschalk - Chairman and Pres
December 31, 2009≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8861567).

Questions about UNITED SERVICE ORGANIZATIONS

What is the EIN of UNITED SERVICE ORGANIZATIONS?
The employer identification number (EIN) of UNITED SERVICE ORGANIZATIONS is 20-8861567.
Is UNITED SERVICE ORGANIZATIONS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Which annual return does UNITED SERVICE ORGANIZATIONS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED SERVICE ORGANIZATIONS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED SERVICE ORGANIZATIONS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNITED SERVICE ORGANIZATIONS?
The 990 for the year ended December 31, 2024 names WILLIAM J LYNN III.
Who are the officers and directors of UNITED SERVICE ORGANIZATIONS?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does UNITED SERVICE ORGANIZATIONS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $7,163,123, expenses of $15,703,853 and total assets of $158,961,433 at year end.

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