AUMdb

United Service Organizations

EIN 208861567 · 501(c)(3) · Public charity · Arlington, VA · recognized 1954

Assets
$159M
Revenue
$7.2M
Expenses
$15.7M
Investment income
$7.2M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Scout Investments, Inc. CRD 111787 deterministic · 100% 12/31/2024
John W. Bristol & Co., Inc. CRD 105597 fuzzy_auto · 96% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Scout Investments Inc Investment manager $153,771
John W Bristol Co Inc Investment manager $115,974

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kristine Shumack Treasurer; uso, inc. cfo $416,533 $63,724
Warren Carsten Sec; uso, inc. vp fin sys $214,428 $34,195
William J Lynn Iii President & chairman $0 $0
Andrew Magliochetti Director $0 $0
Courtney Billington Director $0 $0
David Malone Director (beg 01/24) $0 $0
Marshall Nadel Director (beg 01/24) $0 $0
Robert Martinez Director $0 $0
Robin Lineberger Director (beg 01/24) $0 $0