2021-05-05T13:42:21-05:00 2020-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-07-01 530261213 HELICOPTER ASSOCIATION INTERNATIONAL HELI 7036834646 1920 BALLENGER AVENUE ALEXANDRIA VA 22314 JAMES A VIOLA PRESIDENT AND CEO 7036834646 2021-05-05 1 MIKE SORRELLS P00001737 2022932200 2021-05-05 2019 2022-09-23 18:48:47Z JAMES A VIOLA 1920 BALLENGER AVENUE ALEXANDRIA VA 22314 23461410 0 X WWW.ROTOR.ORG X 1988 DE TO PROVIDE SERVICES THAT BENEFIT HELICOPTER OPERATIONS, SAFETY, AND ENCOURAGE PROFESSIONALISM. 9 9 49 35 413082 0 82709 35573 12190754 12670233 536765 528097 -173242 367429 12636986 13601332 0 0 0 0 6312460 7106865 0 0 0 5589981 6850896 11902441 13957761 734545 -356429 41217687 37201172 21365639 18213700 19852048 18987472 INTERNATIONALLY REPRESENT ALL ASPECTS OF THE VERTICAL TAKE-OFF & LANDING (VTOL) INDUSTRY. BE THE LEADING GLOBAL VOICE IN PROMOTING SAFETY, COMMUNITY COMPATIBILITY, PROFESSIONALISM, INNOVATION, AND THE ECONOMIC VIABILITY OF THE INDUSTRY. 0 0 MARKETING MEETINGS AND EXPOSITIONS: ANNUAL MEETING HELD TO FOSTER GROWTH OF THE CIVIL HELICOPTER INDUSTRY BY PROVIDING A FORUM WHERE HELICOPTER PROFESSIONALS CAN CONDUCT BUSINESS, NETWORK AND EXCHANGE INFORMATION AND IDEAS. COMMUNICATIONS AND MEMBERSHIP: PROVIDE MEMBERS WITH SERVICES THAT DIRECTLY BENEFIT THEIR OPERATIONS, AND TO ADVANCE THE INTERNATIONAL HELICOPTER INDUSTRY BY PROVIDING PROGRAMS THAT ENHANCE SAFETY, ENCOURAGE PROFESSIONALISM AND ECONOMIC VIABILITY, WHILE PROMOTING THE UNIQUE CONTRIBUTIONS VERTICAL FLIGHT OFFERS TO SOCIETY. GOVERNMENT AFFAIRS: MONITOR CURRENT REGULATORY ISSUES AND HOW THEY AFFECT THE HELICOPTER COMMUNITY. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 44 0 1 49 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X KEVIN COOPER 7036834646 1920 BALLENGER AVENUE ALEXANDRIA VA 22314 JAN BECKER CHAIR 1.00 1.00 X X 0 0 0 STACY SHEARD VICE CHAIR 1.00 1.00 X X 0 0 0 DANIEL SCHWARTZBACH TREASURER 1.00 1.00 X X 0 0 0 JAMES WISECUP ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 DOUGLAS BARCLAY DIRECTOR 1.00 1.00 X 0 0 0 JACK MATIASEVICH DIRECTOR 1.00 1.00 X 0 0 0 RANDY ROWLES DIRECTOR 1.00 1.00 X 0 0 0 MARC STANLEY DIRECTOR 1.00 1.00 X 0 0 0 JEFFERY SMITH DIRECTOR 1.00 1.00 X 0 0 0 JAMES A VIOLA PRESIDENT AND CEO (FROM 1/2020) 39.00 1.00 X 0 0 0 MATTHEW S ZUCCARO PRESIDENT AND CEO (UNTIL 1/2020) 39.00 1.00 X 769188 0 42477 EDWARD F DICAMPLI CHIEF OPERATING OFFICER (UNTIL 4/2020) 39.00 1.00 X 310544 0 42477 ROXANNE R FOX CHIEF OF STAFF 39.00 1.00 X 166522 0 22565 KEVIN J COOPER CHIEF FINANCIAL OFFICER 39.00 1.00 X 192737 0 23707 KAREN GEBHART VP OF BUSINESS DEVLOPMENT 40.00 0.00 X 193196 0 38495 CHRISTOPHER MARTINO VP OF OPERATIONS 40.00 0.00 X 175029 0 23594 CADE CLARK VP OF GOVERNMENT AFFAIRS 40.00 0.00 X 179735 0 50655 DANIEL SWEET DIR OF PUBLIC RELATIONS 40.00 0.00 X 148385 0 20899 HAROLD SUMMERS DIR FLIGHT OPERATIONS 40.00 0.00 X 137295 0 35757 REGINA KVITOVICH DIR OF PUBLICATIONS 40.00 0.00 X 141432 0 20551 CHRISTOPHER HILL DIR OF SAFETY 40.00 0.00 X 130442 0 14672 2544505 0 335849 19 0 1 0 ON SERVICES 6779 CRESENT DRIVE NORCROSS GA 30071 CONVENTION EXHIBIT SERVICES 259334 EARLY CASSIDAY & SCHILLING 15200 OMEGA DRIVE ROCKVILLE MD 20850 LEGAL SERVICES 203491 CROWELL & MORING 1001 PENNSYLVANIA AVE WASHINGTON DC 20004 LEGAL SERVICES 183469 HEIDRICK & STRUGGLES 1133 PAYSHERE CIRCLE CHICAGO IL 60674 EXECUTIVE SEARCH 176340 OMNI ATLANTA HOTEL 100 CNN CENTER ATLANTA GA 30303 CONVENTION EXHIBIT SERVICES 141777 10 35573 35573 CONVENTION 900099 10750168 10305772 34752 409644 MEMBERSHIP DUES 900099 1345314 1345314 PROGRAM INCOME 900099 339142 339142 PUBLICATIONS SALES 900099 235609 37901 197708 12670233 667086 667086 7020 7020 874969 597046 277923 277923 180622 97301 9124043 9263032 -138989 -138989 -138989 PARKING AGREEMENT 900099 53480 53480 MISCELLANEOUS REVENUE 900099 29006 29006 82486 13601332 12028129 413082 1124548 2000530 3913821 127629 727075 337810 309718 35947 113129 18006 688468 627340 88332 1449468 518246 1759619 39456 421212 192246 DUES & SUBSCRIPTIONS 368312 TAXES & LICENSES 81624 SPONSORSHIPS 66429 EMPLOYEE TRAINING & REC 45398 27946 13957761 642822 702622 2355751 3807885 443755 255204 28140658 7999815 20283547 20140843 15806964 11952000 776323 908525 342618 41217687 37201172 2172398 2368028 5670839 762621 11320367 14001429 150000 2202035 931622 21365639 18213700 X 19852048 18987472 19852048 18987472 41217687 37201172 -356429 -508147 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1345314 600837 1201585 1802422 403624 941690 2500000 2500000 18013054 5103494 12909560 6072968 2207102 3865866 765358 498615 266743 789278 190604 598674 20140843 DEFERRED COMPENSATION LIABILITIES 342618 SECURITY DEPOSITS 96250 DEFERRED RENT AND LEASE INCENTIVES 81433 INTEREST RATE SWAP CONTRACT 411321 931622 X 13672225 -508147 597046 88899 13583326 18006 18006 13601332 14536801 597046 597046 13939755 18006 18006 13957761 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2020, NO PROVISION FOR INCOME TAXES WAS MADE, AS THE ORGANIZTION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAIONTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 597,046. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 597,046. X X 1 1 X X X X 0 0 0 MATTHEW S ZUCCARO PRESIDENT AND CEO (UNTIL 1/2020) 668862 0 100326 0 0 0 13865 0 28612 0 811665 0 0 0 EDWARD F DICAMPLI CHIEF OPERATING OFFICER (UNTIL 4/202 310544 0 0 0 0 0 13865 0 28612 0 353021 0 0 0 ROXANNE R FOX CHIEF OF STAFF 166522 0 0 0 0 0 8346 0 14219 0 189087 0 0 0 KEVIN J COOPER CHIEF FINANCIAL OFFICER 192737 0 0 0 0 0 9488 0 14219 0 216444 0 0 0 KAREN GEBHART VP OF BUSINESS DEVLOPMENT 193196 0 0 0 0 0 9883 0 28612 0 231691 0 0 0 CHRISTOPHER MARTINO VP OF OPERATIONS 175029 0 0 0 0 0 8624 0 14970 0 198623 0 0 0 CADE CLARK VP OF GOVERNMENT AFFAIRS 179735 0 0 0 0 0 9531 0 41124 0 230390 0 0 0 DANIEL SWEET DIR OF PUBLIC RELATIONS 148385 0 0 0 0 0 7257 0 13642 0 169284 0 0 0 HAROLD SUMMERS DIR FLIGHT OPERATIONS 137295 0 0 0 0 0 7145 0 28612 0 173052 0 0 0 REGINA KVITOVICH DIR OF PUBLICATIONS 141432 0 0 0 0 0 6909 0 13642 0 161983 0 0 0 PART I, LINE 1A THE CHAIRMAN AND PRESIDENT AND CEO OF THE ASSOCIATION ARE PROVIDED WITH FIRST-CLASS TRAVEL FOR THEMSELVES AND THEIR SPOUSES WHEN THEIR SPOUSE ACCOMPANIES THEM ON A BUSINESS TRIP, UNDER AN ACCOUNTABLE PLAN WHICH WAS APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS 5 CLASSES OF MEMBERS. OPERATORS, MANUFACTURER & SUPPLIERS, PILOTS & MECHANICS, UNMANNED AIRCRAFT SYSTEM OPERATORS, AND INDUSTRY PROFESSIONALS FORM 990, PART VI, SECTION A, LINE 7A VOTING RIGHTS ARE LIMITED TO OPERATOR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B WHEN A QUORUM IS PRESENT AT ANY MEETING, THE VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS HAVING VOTING POWER IN PERSON OR BY PROXY, ON A QUESTION CAN DECIDE ANY QUESTION BROUGHT BEFORE SUCH MEETING, UNLESS THE QUESTION IS ONE UPON WHICH BY EXPRESS PROVISION OF THE STATUES NOTED IN THE ARTICLES OF INCORPORATION OR BY-LAWS INDICATE A DIFFERENT VOTE IS REQUIRED, IN SUCH CASE EXPRESS PROVISION GOVERNS AND CONTROLS THE DECISION OF SUCH QUESTION. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE FORM 990. UPON SUBMISSION OF THE DRAFT FORM 990, IT IS REVIEWED BY THE PRESIDENT AND CEO. THE FEDERAL FORM 990 IS THEN APPROVED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES AND POTENTIAL CONFLICT OF INTEREST. ALL STAFF AND MEMBERS OF THE BOARD OF DIRECTORS OF THE ASSOCIATION SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE SIGNED DOCUMENTS ARE REVIEWED BY THE PRESIDENT AND CEO AND GENERAL COUNSEL AND KEPT BY THE CORPORATE SECRETARY. THE CONFLICT OF INTEREST POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY AS A CONDITION FOR HIRING OR BEGINNING NEW RELATIONSHIP. IF A CONFLICT OF INTEREST EXISTS, THE PRESIDENT AND CEO WILL DETERMINE THE APPROPRIATE STEPS TO BE TAKEN UNDER THE CIRCUMSTANCES. POSSIBLE STEPS INCLUDE BUT ARE NOT LIMITED TO: REQUIRING THE INTERESTED EMPLOYEE TO REFRAIN FROM PARTICIPATING IN ANY DECISION OR POLICY MAKING IN A PENDING MATTER RELATING TO THE CONFLICTING INTEREST: REQUIRING THE EMPLOYEE TO DIVEST THEMSELF OR HERSELF OF THE CONFLICTING INTEREST: OR, SUFFICIENTLY SERIOUS SITUATIONS, TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION EXTENSIVELY USES SALARY SURVEYS AND INDEPENDENT REVIEWS BY OUTSIDE COMPENSATION PROFESSIONALS TO DETEMINE THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. EACH YEAR, THE BOARD OF DIRECTORS IS PRESENTED WITH AND ASKED TO GIVE APPROVAL TO ANY PROPOSED AGGREGATE SALARY INCREASE AND IT IS DOCUMENTED IN THE BOARD MINUTES FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION KEEPS ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ON FILE AT THE HEADQUARTERS BUILDING AND MAKES THEM AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST WITHIN THE LIMITS OF THE LAW. HAI 1920 BALLENGER LLC 1920 BALLENGER AVE ALEXANDRIA VA 223142898 454893447 TO OWN AND OPERATED MIXED USE BUILDING DE 2271456 20153020 HELICOPTER ASSOCIATION INTERNATINAL HAI FOUNDATION INC 1920 BALLENGER AVE ALEXANDRIA VA 223142898 521297129 TO PRESERVE AND PROMOTE HELICOPTER HISTORY AND EDUCATION DC 501(C)(3) LINE 7 HELICOPTER ASSOCIATION INTERNATIONAL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 HAI FOUNDATION INC O 114126 ACTUAL PAYROLL