UNITED SERVICE ORGANIZATIONS INC (EIN 131610451) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1941

Legal Domicile

Principal Officer

JD CROUCH II

Phone

7039086400

Tax Period

2024-01-01 to 2024-12-31

UNITED SERVICE ORGANIZATIONS INC, founded in 1941, is a major nonprofit in the Public & Societal Benefit sector that reported $135.6M in total revenue in fiscal year 2018. Expenses of $129.6M left a modest 4% surplus.

Mission

THE USO'S MISSION IS TO STRENGTHEN THE WELL-BEING OF THE PEOPLE (CONTINUED IN SCHEDULE O)

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $167,068,418

Program Service Revenue $312,450

Investment Income $1,057,588

Other Revenue $-410,155

TOTAL REVENUE $168,028,301

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $74,595,873

Fundraising Expenses $36,320,996

Program Expenses $111,074,246

Other Expenses $83,977,708

TOTAL EXPENSES $163,487,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,028,301	$163,512,353	+0.0%
Expenses	$163,487,334	$159,813,703	+0.0%
Net Income	$4,540,967	$3,698,650	+0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

840

Volunteers

21486

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,815,061

Total Directors

$917,754

Key Employees

$2,158,509

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JD CROUCH II	PRESIDENT & CEO	50.00	Officer Director	$734,818	$182,936	$917,754
GEN DAVID L GOLDFEIN	CHAIRMAN	2.00	Director	$0	$0	$0
BARBARA BARRETT	DIRECTOR	2.00	Director	$0	$0	$0
BECCA KERR	DIRECTOR (BEG 11/24)	1.00	Director	$0	$0	$0
COURTNEY L BILLINGTON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID A THOMPSON	DIRECTOR (BEG 11/24)	1.00	Director	$0	$0	$0
DAWN HALFAKER	DIRECTOR	2.00	Director	$0	$0	$0
FRANK ST JOHN	DIRECTOR	1.00	Director	$0	$0	$0
FRED L STOKES	DIRECTOR	1.00	Director	$0	$0	$0
GEN CRAIG R MCKINLEY RET	DIRECTOR	1.00	Director	$0	$0	$0
GERRY BYRNE	DIRECTOR	1.00	Director	$0	$0	$0
GINGER MILLER	DIRECTOR (THRU 11/24)	1.00	Director	$0	$0	$0
JAMES HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
JED F BECKER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF KNITTEL	DIRECTOR	1.00	Director	$0	$0	$0
LEANNE CARET	DIRECTOR	2.00	Director	$0	$0	$0
LTG WILLIAM JLENNOX JR RET	DIRECTOR	1.00	Director	$0	$0	$0
MANNY PINEIRO	DIRECTOR (THRU 11/24)	1.00	Director	$0	$0	$0
MARILYN COHEN	DIRECTOR	1.00	Director	$0	$0	$0
MARK RAHIYA	DIRECTOR	2.00	Director	$0	$0	$0
MARY A WINNEFELD	DIRECTOR (THRU 11/24)	1.00	Director	$0	$0	$0
MATTHEW BROMBERG	DIRECTOR	1.00	Director	$0	$0	$0
MG FRANK D VAVALA RET	DIRECTOR (THRU 11/24)	1.00	Director	$0	$0	$0
MICHAEL DIPPOLD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL P EMMERT	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL QUIGLEY	DIRECTOR	1.00	Director	$0	$0	$0
ORLAN BOSTON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK ABRAM	DIRECTOR	1.00	Director	$0	$0	$0
R GIL KERLIKOWSKE	DIRECTOR (THRU 11/24)	1.00	Director	$0	$0	$0
REBEKAH G SANDERLIN	DIRECTOR (THRU 11/24)	1.00	Director	$0	$0	$0
TINA W JONAS	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM ROBERTI	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE SHUMACK	TREASURER / CFO	48.00	Officer	$416,533	$63,724	$480,257
TAMMY HEISER	SECRETARY / CHRO	50.00	Officer	$349,189	$67,861	$417,050
ALAN REYES	COO (THRU 01/24)	50.00	Key Emp	$495,843	$11,961	$507,804
CHRISTOPHER PLAMP	COO (BEG 02/24)	50.00	Key Emp	$447,958	$37,757	$485,715
BRIAN COWART	CDO/CMO (THRU 07/24)	50.00	Key Emp	$424,297	$30,446	$454,743
VIRGINIA BURNLEY	CHIEF GOVERNMENT RELATIONS OFFICER	50.00	Key Emp	$322,841	$55,386	$378,227
ADRIAN SLAGLE	CDO/CMO (BEG 07/24)	50.00	Key Emp	$273,954	$58,066	$332,020
GARY COLE	REGIONAL PRESIDENT (WEST)	50.00	Highest	$323,773	$41,120	$364,893
REBECCA PARKES	REGIONAL PRESIDENT (NORTH)	50.00	Highest	$304,282	$59,870	$364,152
LISA RIGGINS	REGIONAL PRESIDENT (SOUTHEAST)	50.00	Highest	$317,093	$40,829	$357,922
WILLIAM SKELLY	VP, IT	50.00	Highest	$263,247	$49,734	$312,981
LORIN STEWART	VP, FIELD DEVELOPMENT	50.00	Highest	$257,543	$21,962	$279,505

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$168,028,301	$163,487,334	$124,981,527	$4,540,967
2023	$163,512,353	$159,813,703	$124,386,442	$3,698,650
2022	$154,440,142	$166,596,400	$114,377,618	$-12,156,258
2021	$178,376,882	$162,023,885	$122,875,753	$16,352,997
2020	$158,052,372	$149,555,334	$108,560,419	$8,497,038
2019	$147,807,433	$155,588,896	$98,585,488	$-7,781,463
2018	$135,555,798	$129,559,788	$108,393,714	$5,996,010

UNITED SERVICE ORGANIZATIONS INC