EAA AVIATION FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EAA AVIATION FOUNDATION INC (EIN 39-1033301)
- Tax period
- 2023-03-01 to 2024-02-29
- Filed
- 2025-01-15
- IRS object ID
- 202510159349301691
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-15T10:47:04-06:00 | ReturnTs |
| Tax Period End | 2024-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391033301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAA AVIATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAAA | BusinessNameControlTxt |
| Phone | 9204264800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY RUH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9204264800 | PhoneNum |
| Signature | 2025-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
| Preparation | 2025-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACK PELTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,804,572 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EAA.ORG/EAA/SUPPORT-EAA | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT AND ADVANCE THE EDUCATIONAL MISSION OF EAA, INC. THROUGH (CONTINUED ON SCHEDULE O) THE SOLICITATION OF CONTRIBUTIONS TO INVEST FUNDS AND USE THE EARNINGS TO SUPPORT THE MISSION OF EAA, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,522,165 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,648,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $929,587 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,969,589 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$639,201 | PYOtherRevenueAmt |
| CY Other Revenue | $133,882 | CYOtherRevenueAmt |
| PY Total Revenue | $9,812,551 | PYTotalRevenueAmt |
| CY Total Revenue | $11,751,687 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,738,680 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,941,311 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $688,069 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $822,847 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $48,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $48,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,029,238 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $592,990 | PYOtherExpensesAmt |
| CY Other Expenses | $1,038,170 | CYOtherExpensesAmt |
| PY Total Expenses | $7,067,739 | PYTotalExpensesAmt |
| CY Total Expenses | $7,850,328 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,744,812 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,901,359 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,595,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,335,501 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $425,807 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $356,209 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,169,255 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,979,292 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EAA AVIATION FOUNDATION (EAA FOUNDATION) IS ORGANIZED AND OPERATED IN ORDER TO SUPPORT THE EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. (EAA), A SEPARATE 501(C)(3) ORGANIZATION. THE ORGANIZATION, THROUGH THE CONDUCT OF ITS ACTIVITIES, RECEIVES, HOLDS, AND (CONTINUED ON SCHEDULE O)INVESTS FUNDS AND USES THE PRINCIPAL OR EARNINGS THEREFROM FOR THE BENEFIT OF EAA AND ALSO HOLDS TITLE TO CERTAIN ASSETS INCLUDING THE ORGANIZATION'S HEADQUARTERS, OTHER BUILDINGS, AND THE AVIATION MUSEUM COLLECTION. THE ORGANIZATION IS COMPENSATED UNDER A LEASE CONTRACT WITH EAA FOR THE USE OF THESE FACILITIES AND OTHER ASSETS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,941,311 | ExpenseAmt |
| Grant | $5,941,311 | GrantAmt |
| Desc | GRANT CONSISTENT WITH EAA FOUNDATION'S PRIMARY EXEMPT PURPOSE TO EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. IN SUPPORT OF THE AFFILIATED ORGANIZATION'S GENERAL OPERATIONS, SCHOLARSHIPS, INTERNSHIPS, YOUNG EAGLES PROGRAM, OTHER YOUTH EDUCATION PROGRAMS, FLIGHT SAFETY PROGRAMS, SUPPORT OF WOMEN IN AVIATION, AND AVIATION MUSEUM COLLECTIONS. SMALL DONATIONS WERE ALSO MADE TO AVIATION ENTITIES WITH MISSIONS AND PURPOSES CONSISTENT WITH THOSE OF EAA. | Desc |
| Total Program Service Expenses | $5,941,311 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 2 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY RUH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204264800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JACK PELTON | |||||||
| PRESIDENT | 17.50 | 32.50 | Yes (X) | Yes (X) | $267,271 | $496,361 | $59,648 |
| BRIAN WIERZBINSKI | |||||||
| CFO - THRU 3/23 | 12.50 | 37.50 | Yes (X) | $78,460 | $235,379 | $14,429 | |
| RICK LARSEN | |||||||
| ASSISTANT SECRETARY | 1.00 | 49.00 | Yes (X) | $5,524 | $270,654 | $31,296 | |
| KAREN KRYZANIAK | |||||||
| VP, RISK MANAGEMENT & HR-THRU 1/24 | 2.50 | 47.50 | Yes (X) | $12,523 | $237,943 | $49,428 | |
| MARGARET BRILL | |||||||
| DIR-THRU 12/23; VP-AS OF 12/23 | 40.00 | 0.00 | Yes (X) | $128,112 | $0 | $40,591 | |
| KELLY RUH | |||||||
| DIR FINANCE & HR, CFO - AS OF 12/23 | 12.50 | 37.50 | Yes (X) | $39,930 | $119,792 | $1,888 | |
| ERIC GURLEY | |||||||
| VICE PRESIDENT | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LOU SENO | |||||||
| TRS-THRU 10/23;SEC/TREAS-AS OF 10/23 | 10.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LOUIS ANDREW | |||||||
| SECRETARY/TREASURER - THRU 10/23 | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NORM DEWITT | |||||||
| TRUSTEE | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM FRASCA | |||||||
| TRUSTEE - AS OF 5/23 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES JOHNSON | |||||||
| TRUSTEE - AS OF 10/23 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY KEKST | |||||||
| TRUSTEE - THRU 5/23 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $531,820 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,360,129 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $197,280 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,465,159 | FundraisingAmt |
| All Other Contributions | $8,183,057 | AllOtherContributionsAmt |
| Noncash Contributions | $533,133 | NoncashContributionsAmt |
| Total Contributions | $9,648,216 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $813,009 | TotalRevenueColumnAmt |
| Exclusion | $813,009 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,779 | TotalRevenueColumnAmt |
| Exclusion | $5,779 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,500,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,160,639 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $339,361 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,361 | TotalRevenueColumnAmt |
| Exclusion | $339,361 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,756,240 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,599,660 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,156,580 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,156,580 | TotalRevenueColumnAmt |
| Exclusion | $1,156,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $841,998 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,465,159 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,224,076 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$382,078 | TotalRevenueColumnAmt |
| Exclusion | -$382,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $239,330 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $68,510 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,820 | TotalRevenueColumnAmt |
| Exclusion | $170,820 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,751,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,103,471 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,941,311 | TotalAmt |
| Program Services | $5,941,311 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,000 | TotalAmt |
| Management And General | $94,950 | ManagementAndGeneralAmt |
| Fundraising | $211,050 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,444 | TotalAmt |
| Management And General | $82,359 | ManagementAndGeneralAmt |
| Fundraising | $339,085 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,946 | TotalAmt |
| Management And General | $1,395 | ManagementAndGeneralAmt |
| Fundraising | $12,551 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,091 | TotalAmt |
| Management And General | $7,676 | ManagementAndGeneralAmt |
| Fundraising | $35,415 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,366 | TotalAmt |
| Management And General | $6,913 | ManagementAndGeneralAmt |
| Fundraising | $31,453 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,886 | TotalAmt |
| Management And General | $45,886 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Fundraising | $48,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,700 | TotalAmt |
| Management And General | $90,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,126 | TotalAmt |
| Fundraising | $64,126 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,209 | TotalAmt |
| Management And General | $15 | ManagementAndGeneralAmt |
| Fundraising | $86,194 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,774 | TotalAmt |
| Management And General | $1,725 | ManagementAndGeneralAmt |
| Fundraising | $72,049 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,860 | TotalAmt |
| Management And General | $37,860 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,300 | TotalAmt |
| Fundraising | $27,300 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535 | TotalAmt |
| Fundraising | $1,535 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,446 | TotalAmt |
| Management And General | $185,446 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,642 | TotalAmt |
| Management And General | $24,642 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $294,000 | $294,000 | $0 |
| CREDIT CARD DISCOUNTS | $65,089 | $65,089 | |
| PUBLIC RELATIONS | $30,269 | $30,269 | |
| ANNUITY PROGRAM BENEFIT | $4,737 | $4,737 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,597 | TotalAmt |
| Management And General | $1,475 | ManagementAndGeneralAmt |
| Fundraising | $5,122 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,850,328 | TotalAmt |
| Program Services | $5,941,311 | ProgramServicesAmt |
| Management And General | $879,779 | ManagementAndGeneralAmt |
| Fundraising | $1,029,238 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,730 | BOYAmt |
| EOY | $567,162 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,784 | BOYAmt |
| EOY | $1,218,800 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,223,333 | BOYAmt |
| EOY | $2,608,007 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,009 | BOYAmt |
| EOY | $123,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,037,554 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,236,497 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,628,099 | BOYAmt |
| EOY | $10,801,057 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,595,284 | BOYAmt |
| EOY | $28,221,813 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,103,961 | BOYAmt |
| EOY | $15,919,963 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,022,862 | BOYAmt |
| EOY | $11,875,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,595,062 | BOYAmt |
| EOY | $71,335,501 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,155 | BOYAmt |
| EOY | $216,943 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,652 | BOYAmt |
| EOY | $139,266 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,807 | BOYAmt |
| EOY | $356,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,919,171 | BOYAmt |
| EOY | $37,104,882 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,250,084 | BOYAmt |
| EOY | $33,874,410 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,169,255 | BOYAmt |
| EOY | $70,979,292 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,595,062 | BOYAmt |
| EOY | $71,335,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,901,359 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,971,701 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$63,023 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,769,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,118,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,656,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,522,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,648,216 | CurrentTaxYearAmt |
| Total | $44,714,239 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,769,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,118,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,656,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,522,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,648,216 | CurrentTaxYearAmt |
| Total | $44,714,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,279,779 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,434,460 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $874,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $716,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $554,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,749,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,318,788 | CurrentTaxYearAmt |
| Total | $6,212,642 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,725 | CurrentTaxYearMinus4YearsAmt |
| Total | $12,725 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Total | $12,145 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,951,751 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,220,478 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS - 2019 AMOUNT: $ 12,000. 2020 AMOUNT: $ 53. 2021 AMOUNT: $ 33. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. PURCHASE DISCOUNTS - 2019 AMOUNT: $ 49. 2020 AMOUNT: $ 10. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. |
| SCHEDULE A, PART II - UNUSUAL GRANT | 2020 $52,864 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $97,000 | RevenuesIncludedAmt |
| Assets Included | $11,609,903 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,092,721 | BeginningYearBalanceAmt |
| Contributions | $809,220 | ContributionsAmt |
| Investment Earnings Or Losses | $5,013,148 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,193,372 | GrantsOrScholarshipsAmt |
| End Year Balance | $42,721,717 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,991,860 | BeginningYearBalanceAmt |
| Contributions | $1,256,593 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,623,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,532,287 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,092,721 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,264,834 | BeginningYearBalanceAmt |
| Contributions | $765,061 | ContributionsAmt |
| Investment Earnings Or Losses | $2,285,386 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,323,421 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,991,860 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,088,638 | BeginningYearBalanceAmt |
| Contributions | $1,754,205 | ContributionsAmt |
| Investment Earnings Or Losses | $6,615,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,193,240 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,264,834 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,104,557 | BeginningYearBalanceAmt |
| Contributions | $489,360 | ContributionsAmt |
| Investment Earnings Or Losses | $1,047,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,553,249 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,088,638 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12920 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,456 | OtherCostOrOtherBasisAmt |
| Book Value | $351,456 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,923,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,875,979 | DepreciationAmt |
| Book Value | $10,047,264 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $762,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $360,518 | DepreciationAmt |
| Book Value | $402,337 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,801,057 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY FUNDS | $8,285,851 | F |
| HEDGE FUNDS | $3,887,246 | F |
| BENE. INT: PERPETUAL TRST | $3,536,021 | F |
| BENE. INT: SPLIT AGRMNTS | $210,845 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,919,963 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MUSEUM DISPLAYS AND LIBRARY | $11,609,903 |
| CAPITAL ADDITION PROJECTS | $198,370 |
| CASH SURRENDER VALUE - LIFE INSURANCE | $67,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,875,623 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT/ANNUITY PROGRAM RESERVE | Desc |
| Amt | $139,266 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $139,266 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,770,579 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,971,701 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,729 | OtherRevenueAmt |
| Revenue Not Reported | $2,983,430 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,787,149 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $90,700 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,126,162 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,035,462 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,751,687 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,960,542 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,200,914 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,200,914 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,759,628 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $90,700 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $90,700 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,850,328 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS OF ARTS AND HISTORICAL TREASURES EXEMPT PURPOSE THE EAA AVIATION FOUNDATION, INC. ALONG WITH THE EAA AVIATION MUSEUM, MAINTAINS A COLLECTION OF HISTORIC AIRCRAFT, ARTIFACTS, AND ARCHIVAL MATERIALS RELATED TO THE HISTORY OF AVIATION WITH AN EMPHASIS ON RECREATIONAL AVIATION. THE COLLECTION INCLUDES APPROXIMATELY 233 AIRCRAFT, APPROXIMATELY 22,000 ARTIFACTS, 20,500 BOOKS AND PERIODICALS, 880,000 PHOTOGRAPHS AND 8,800 HOURS OF FILM AND VIDEO. THE FOUNDATION LOANS THE COLLECTION TO EAA AND EAA MAKES THESE COLLECTIONS AVAILABLE TO THE GENERAL PUBLIC THROUGH ON-SITE EXHIBITS IN THE PUBLIC MUSEUM, EDUCATIONAL PROGRAMMING, A RESEARCH LIBRARY, AND WEB-BASED CONTENT THAT ATTRACTS MILLIONS OF VISITS EACH YEAR. THROUGH ITS COLLECTIONS, EAA EXPLORES AND CELEBRATES AVIATION'S PAST AND THE SPIRIT OF AVIATION TO ENCOURAGE LEARNING, DISCOVERY, AND ENGAGEMENT WITH AVIATION. |
| PART V, LINE 4: | INTENDED USES OF ORGANIZATION'S ENDOWMENT FUNDS THE INTENDED USES OF EAA FOUNDATION'S ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT TO EAA FOR GENERAL OPERATIONS, SCHOLARSHIPS, INTERNSHIPS, YOUNG EAGLES PROGRAM, OTHER YOUTH EDUCATION PROGRAMS, FLIGHT SAFETY PROGRAMS, SUPPORT OF WOMEN IN AVIATION, AND AVIATION MUSEUM COLLECTIONS. |
| PART X, LINE 2: | ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 THE ASSOCIATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), DATED NOVEMBER 3, 1993, STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE IRS, DATED OCTOBER 30, 1964, STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC. THE ASSOCIATION AND FOUNDATION PAY UNRELATED BUSINESS INCOME TAX ON CERTAIN OF ITS ACTIVITIES, WHICH ARE DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSE. AS REQUIRED BY THE UNCERTAIN TAX POSITION GUIDANCE, THE ASSOCIATION AND THE FOUNDATION RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE ASSOCIATION AND THE FOUNDATION APPLIED THE UNCERTAIN TAX POSITION GUIDANCE TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS AS OF FEBRUARY 28, 2024 AND FEBRUARY 28, 2023. THERE WERE NO MATERIAL INTEREST OR PENALTIES RELATED TO INCOME TAX THAT HAVE BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED FEBRUARY 29, 2024 AND FEBRUARY 28, 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST: SPLIT INTEREST AGMT 514,875. BOOK TO TAX ADJUSTMENT FOR REALIZED LOSSES -503,146. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAMING REVENUE 239,330. GAMING EXPENSES -68,510. FUNDRAISING EXPENSES REPORTED WITH REVENUE -1,224,076. RENTAL PROPERTY EXPENSES -1,160,639. DONATED AUCTION ITEMS 87,733. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL PROPERTY EXPENSES 1,160,639. FUNDRAISING EXPENSES REPORTED WITH REVENUE 1,136,343. GAMING EXPENSES 68,510. CHANGE IN CASH SURRENDER VALUE: LIFE INSURANCE 60,426. ADJUSTMENT TO BAD DEBT ALLOWANCE 14,326. GAMING REVENUE -239,330. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,613,215 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,613,215 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,613,215 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOAL BUSTERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 N PINECLIFF DR | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | APPEAL MANAGEMENT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $384,419 | GrossReceiptsAmt |
| Retained By Contractor | $48,000 | RetainedByContractorAmt |
| Net To Organization | $336,419 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $384,419 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $48,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $336,419 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE GATHERING | Event1Nm |
| Gross Receipts Event1 | $2,279,060 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,437,062 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $841,998 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $467,327 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $85,276 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $168,660 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $501,832 | OtherDirectExpensesEvent1Amt |
| Event2 | ONLINE AUCTIONS | Event2Nm |
| Gross Receipts Event2 | $28,097 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,097 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $981 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $2,307,157 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,465,159 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $841,998 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $467,327 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $85,276 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $168,660 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $502,813 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,224,076 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$382,078 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $239,330 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $25,000 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $40,308 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $3,202 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.50000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $239,330 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $25,000 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $40,308 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $3,202 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $68,510 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $170,820 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.11000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.89000 | GamingOtherFacilityPct |
| Individual With Books | MATT PEMBLE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | MATT PEMBLE | GamingManagerPersonNm |
| Gaming Manager Compensation | $682 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | DISTRIBUTION, RECONCILIATION, COORDINATION WITH AUDITOR | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART III: | GAMING ACTIVITIES GAMING INCLUDES THE YOUNG EAGLES RAFFLE. PROCEEDS FROM ALL GAMING ACTIVITIES SUPPORT EAA'S MISSION TO GROW PARTCIPATION IN AVIATION. |
| SCHEDULE G, PART III, LINE 13B: | GAMING CONDUCTED AT OUTSIDE FACILITY THE ORGANIZATION CONDUCTS MOST OF ITS GAMING SALES ON A RELATED ENTITY'S GROUNDS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIMENTAL AIRCRAFT ASSOCIATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 390917537 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $5,941,311 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GRANT - SEE FORM 990 PART III, LINE 4A | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION GRANTS TO EAA A) AN ENDOWMENT INTEREST TRANSFER B) PROGRAMS WITH DEFICIT OPERATIONS SUPPORT AND C) SPECIFIC PURPOSE SUPPORT. THE FOUNDATION MAY, IN ITS DISCRETION, COMMIT TO GRANT TO EAA A STATED AGREED PERCENTAGE OF THE 3-YEAR ROLLING AVERAGE OF THE AGGREGATE BALANCE OF ENDOWED FUNDS HELD BY THE FOUNDATION AS OF DECEMBER 31 OF EACH OF THE PRECEDING 3 CALENDAR YEARS. IF EAA COMPLIES WITH RESTRICTIONS IMPOSED BY THE DONORS OF THE ENDOWED FUND OR MEETS THE ENDOWED FUND'S PURPOSE, THE FOUNDATION WILL GRANT TO EAA AN AMOUNT UP TO THE CALCULATED PERCENTAGE OF THE FUND TO COVER QUALIFIED EXPENDITURES OF EAA. IN ADDITION, THE FOUNDATION MAY, IN ITS DISCRETION, COMMIT TO ENDEAVOR TO RAISE ANNUAL FUNDS TO MEET EAA'S GOALS AND TO HELP SUPPORT EAA PROGRAMS WITH DEFICIT OPERATIONS. THE GRANT TO EAA TO HELP FUND PROGRAMS WITH DEFICIT OPERATIONS IS DETERMINED ANNUALLY DURING THE ANNUAL BUDGETING PROCESS. THIS GRANT IS UNRESTRICTED TO EAA. FINALLY, SPECIFIC PHILANTHROPIC SUPPORT WITH RESTRICTIONS IMPOSED BY DONORS ARE GRANTED TO EAA WHEN EAA MEETS THE PURPOSE RESTRICTIONS OF THE CONTRIBUTIONS. ON A QUARTERLY BASIS, EAA REPORTS TO FOUNDATION ON HOW GRANT FUNDS WERE USED AND EAA PROVIDES AN UPDATE ON EAA PROGRAM ACTIVITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACK PELTON | ||||||||||||||
| PRESIDENT | $189,349 | $351,648 | $43,750 | $81,250 | $34,172 | $63,463 | $10,774 | $20,009 | $10,103 | $18,762 | $288,148 | $535,132 | $0 | $0 |
| BRIAN WIERZBINSKI | ||||||||||||||
| CFO - THRU 3/23 | $15,801 | $47,403 | $0 | $0 | $62,659 | $187,976 | $0 | $0 | $3,608 | $10,821 | $82,068 | $246,200 | $0 | $0 |
| RICK LARSEN | ||||||||||||||
| ASSISTANT SECRETARY | $4,624 | $226,563 | $900 | $44,091 | $0 | $0 | $559 | $27,412 | $67 | $3,258 | $6,150 | $301,324 | $0 | $0 |
| KAREN KRYZANIAK | ||||||||||||||
| VP, RISK MANAGEMENT & HR-THRU 1/24 | $10,453 | $198,615 | $2,070 | $39,328 | $0 | $0 | $1,254 | $23,819 | $1,218 | $23,137 | $14,995 | $284,899 | $0 | $0 |
| MARGARET BRILL | ||||||||||||||
| DIR-THRU 12/23; VP-AS OF 12/23 | $124,648 | $0 | $2,000 | $0 | $1,464 | $0 | $9,151 | $0 | $31,440 | $0 | $168,703 | $0 | $0 | $0 |
| KELLY RUH | ||||||||||||||
| DIR FINANCE & HR, CFO - AS OF 12/23 | $39,930 | $119,792 | $0 | $0 | $0 | $0 | $0 | $0 | $472 | $1,416 | $40,402 | $121,208 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TAX IDENTIFICATION AND GROSS-UP PAYMENTS THE ORGANIZATION PROVIDED JACK PELTON A GROSS-UP PAYMENT RELATED TO TRAVEL. THE AMOUNT RELATED AS TAXABLE COMPENSATION IS INCLUDED ON SCHEDULE J, PART II. SOCIAL CLUB DUES THE ORGANIZATION PROVIDES AN EAA EMPLOYEES FLYING CLUB MEMBERSHIP FOR THE FOLLOWING EMPLOYEES: JACK PELTON, SEAN ELLIOTT & ROBERT HACKMAN. THE AMOUNT TREATED AS TAXABLE COMPENSATION IS INCLUDED ON SCHEDULE J, PART II. |
| PART I, LINE 1B | SOCIAL CLUB DUES REFER TO THE PART I, LINE 1A NARRATIVE. |
| PART I, LINE 4A | SEVERANCE PAYMENT AN INDIVIDUAL RECEIVED A SEVERANCE PAYMENT. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 5 | COMPENSATION CONTINGENT ON REVENUES OF THE ORGANIZATION ONE OF THE CATEGORIES USED TO DETERMINE INCENTIVE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES IS GROSS OPERATING REVENUE. |
| PART I, LINE 6 | COMPENSATION CONTINGENT ON NET EARNINGS OF THE ORGANIZATION ONE OF THE CATEGORIES USED TO DETERMINE INCENTIVE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES IS NET OPERATING INCOME. |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $348,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 46 | ContributionCnt |
| Noncash Contributions Rpt F990 | $87,733 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THIRD PARTIES AND NONCASH CONTRIBUTIONS EAA FOUNDATION MAY USE A THIRD PARTY TO LIQUIDATE NONCASH CONTRIBUTIONS UNLESS THEY ARE USED DIRECTLY FOR THE BENEFIT OF EAA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE EAA IS THE COMMON PAYMASTER FOR SOME EAA FOUNDATION EMPLOYEES, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR EAA FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | CLASS OR CLASSES OF PERSONS WITH CERTAIN APPROVAL RIGHTS EAA FOUNDATION'S BOARD MEMBER NOMINEES ARE APPROVED BY THE EAA BOARD. EAA IS A RELATED TAX-EXEMPT ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS THE ORGANIZATION USES TO REVIEW FORM 990 THE FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM AND REVIEWED BY ORGANIZATION MANAGEMENT. A DRAFT COPY OF THE RETURN WAS SENT ELECTRONICALLY TO THE EAA FOUNDATION BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. A FINAL COPY WAS SENT TO THE BOARD OF TRUSTEES BEFORE THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ORGANIZATION'S PRACTICES FOR MONITORING CONFLICTS OF INTEREST ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN-HOUSE LEGAL COUNSEL REVIEWS ALL FORMS. ANY DISCLOSURES NOTED ARE BROUGHT TO THE ATTENTION OF THE BOARD OF TRUSTEES TO REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT EAA FOUNDATION RELIES ON EAA TO FACILITATE COMPENSATION OF SHARED EMPLOYEES AND OFFICERS. EAA IS REIMBURSED FOR THE FOUNDATION'S PROPORTIONATE SHARE OF EXPENSES BASED ON TIME SPENT AND IS INCLUDED IN EAA FOUNDATION'S ADMINISTRATIVE FEE EXPENSE. |
| FORM 990, PART VI, SECTION C, LINE 18 | ORGANIZATION'S POLICY REGARDING MAKING CERTAIN DOCUMENTS PUBLIC THE 2023 FISCAL YEAR FORM 990 WILL BE POSTED TO THE ORGANIZATION'S WEBSITE, WWW.EAA.ORG, UPON THE FILING OF THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION'S POLICY REGARDING MAKING CERTAIN DOCUMENTS PUBLIC THE ANNUAL AUDITED FINANCIAL STATEMENT IS AVAILABLE ON EAA'S WEBSITE WWW.EAA.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST, EITHER IN HARD COPY OR ELECTRONIC FORM, WHICHEVER IS REQUESTED. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INT: SPLIT INT AGREEMENT 514,875. ADJUSTMENT TO BAD DEBT ALLOWANCE -14,326. CHANGE IN CASH SURRENDER VALUE: LIFE INSURANCE -60,426. BOOK TO TAX ADJUSTMENT FOR REALIZED LOSSES -503,146. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIMENTAL AIRCRAFT ASSOCIATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390917537 | EIN |
| Primary Activities | AVIATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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