2020-10-29T15:59:59-05:00 2019-12-31 Grant Thornton LLP 1000 WILSON BLVD SUITE 1400 ARLINGTON VA 22209 990 2019-01-01 520636210 Aircraft Owners & Pilots Association % ERICA SACCOIA SVP-FINANCE AIRC 3016952000 421 Aviation Way Frederick MD 21701 ERICA SACCOIA SVP - FINANCE 3016952000 2020-10-29 true Mary Torretta P00847851 7038477500 179.6.33.173 54681420203035000000 2020-10-29 P F6B9BA9E6D01538C47FB8566A29AA8FCD2A1678F A4FD68B5C7C29A88E72AA1770D4495B44895EB3D 2019 2021-04-22 16:20:28Z Mark Baker CEOPresident 421 Aviation Way Frederick MD 21701 95811494 false X www.AOPA.org X 1939 NJ Protect your freedom to fly by: advocating, educating, supporting activities that ensure GA flight and securing sufficient resources to ensure our success. 12 11 232 1648 7448960 146855 6208824 9005092 21799034 24326523 2921231 2812247 14651810 14020990 45580899 50164852 186300 606054 0 0 24856444 24979758 0 0 210705 25653129 26185583 50695873 51771395 -5114974 -1606543 109207621 124663868 21851004 25137572 87356617 99526296 X SEE SCHEDULE O. false false 45489399 591054 24326523 Since 1939, the Aircraft Owners and Pilots Association (AOPA) has worked to protect the freedom to fly for general aviation (GA) pilots in the United States. More than 300,000 members rely on AOPA, as the world's largest aviation membership association, to advocate for GA interests and keep flying safe, fun, and affordable. AOPA works with members of Congress and at all levels of government to enhance safety, provide tools and resources for pilots, and ensure they get the most out of their flying. Beyond just the pilot community, AOPA works to educate decision makers and the public about the benefits and value of general aviation flying. One of the association's main priorities is to assure GA remains a viable form of transportation and recreation for future generations. AOPA provides its members with an extensive portfolio of benefits that can be grouped into six areas: (1) advocacy, (2) You Can Fly program, (3) education, (4) events, (5) products and services, and (6) Air Safety Institute. 1. ADVOCACY AOPA's advocacy efforts encompass a broad range of general aviation activities in the legislative, regulatory, state, and international arenas. These activities include, but are not limited to, supporting high school STEM aviation curriculum, promoting and protecting our nation's general aviation airport ecosystem, defeating attempts to remove our nation's air traffic control system from the FAA, improving the cross border travel experience, and leading the effort on third class medical reform, now known as BasicMed. All are pivotal and enormous successes for GA pilots of today and for those to come. Since BasicMed's inception on May 1, 2017, over 55,000 pilots have been cleared to fly under the new medical privileges, far surpassing expectations. Promoting medical education and a relationship between private pilots and their private physicians has led to a safe and successful program. These and many more advocacy achievements led the Washington, DC based newspaper, The Hill, to recognize AOPA as a top advocacy organization for six years in a row. AOPA also has a network of seven regional managers across the country and a growing network of close to 1,650 active Airport Support Network volunteers who help keep AOPA informed about the issues affecting general aviation pilots. Working through our volunteers, regional managers, and headquarters-based staff, AOPA promotes, protects, and partners with community airports; advocates to maintain sufficient federal, state, and local funding; works to prevent excess taxation on flying; and works on behalf of general aviation pilots to thwart unnecessary and costly regulations, ensuring a safe system, and protecting our freedom to fly. 2. YOU CAN FLY AOPA's You Can Fly program is a set of initiatives designed to get people flying and keep them flying. With initiatives to introduce high school students to career opportunities in aviation and aerospace, provide support for flight schools and students, deliver tools and resources to help pilots create and grow flying clubs, and help lapsed pilots get back in the air, You Can Fly is supporting aviators at every stage of their journey. AOPA is developing and delivering a free four-year aviation STEM curriculum to thousands of high school students nationwide. An annual symposium for educators helps schools create and grow aviation STEM programs to meet their specific needs, while $1 million in scholarships are awarded annually to high school teachers and students to help them earn a pilot certificate. For flight schools, instructors, and students, AOPA is delivering training and tools designed to help reduce the dropout rate by making training more efficient, transparent, and customer focused. The annual Flight Training Experience Awards support best practices and recognize schools from across the country that deliver exceptional training experiences to their clients. To help increase aircraft utilization and build a stronger community of aviators, AOPA is helping pilots launch and grow flying clubs. AOPA delivers extensive resources, including in-person assistance and online guidance, to help pilots create new clubs. AOPA's Flying Club Finder also lists some 1,500 flying clubs, making it easier for pilots everywhere to connect with a club close to home. For lapsed pilots who want to return to flying, AOPA's Rusty Pilots initiative provides in-person seminars that give pilots three hours of ground training that fulfills the FAA's flight review requirements for ground instruction. An online option makes it possible for pilots to refresh their critical ground school knowledge any time. Both the in-person and the online programs provide FAA WINGS credit. 3. EDUCATION Educating our members, and the general aviation community, about the issues that affect their flying interests has always been at the heart of AOPA's mission. Today, AOPA produces a wide array of informational electronic and print content for members and aviation enthusiasts. Among these are: Two regularly published magazines, daily web content, several electronic newsletters, a weekly video news program, five podcasts, streaming video, chat program with our Pilot Information Center, multiple web sites aimed at specific interests, and events - all with the goal of educating and informing our members, the larger aviation community, and the public. AOPA also ensures that its wide breadth of content and resources is available to the aviation community in the myriad ways they consume today's news and entertainment. AOPA Online provides round-the-clock access to news, information, weather and airport information, aircraft ownership tools, and much more. This continually updated information is compatible with virtually all smart phones and mobile devices, and across all platforms. In addition, AOPA is working to have its content compatible with smart home devices. For those new to flying, AOPA Online offers detailed information about the process and requirements for learning to fly, help finding a flight instructor and aviation medical examiner, an in-depth guide to choosing a training aircraft, and information about aviation careers. AOPA's annual learn to fly publication is also shared with flight schools as an aid for student pilots. Pilots with more experience can take advantage of information about earning advanced ratings and certificates, as well as transitioning to high performance aircraft, turboprops, and jets. For younger aviation enthusiasts, AOPA Online offers a collection of youth education resources that connect aviation to the STEM curriculum, namely math, science, physics, and technology, as well as the history of flying. In addition to the online products, printed materials are available to teachers and pilots at no charge. 4. EVENTS AOPA Fly-Ins reached 30,296 attendees for three shows in 2019, the highest attendance in AOPA's regional fly-in program that began in 2014. The events were held in Maryland, California, and Tennessee, adding significant aerial demonstration programming to include short take-off and landing demonstrations, WWII aerial reenactments, and airshow components. The fly-ins expanded educational and exhibit programming to two full days. AOPA also continued to host or participate in a number of other major national and regional events, to include Sun 'n Fun, EAA AirVenture, NBAA, Women in Aviation, and many other smaller events for AOPA members. 5. PRODUCTS AND SERVICES AOPA members have access to a wide range of products and services from the association's affiliates and partners. With a team of dedicated service specialists, AOPA has the resources to answer virtually any aviation-related question members may have. When a member has an aviation-related question, they can call the AOPA Pilot Information Center to get fast and accurate answers. With a team of flight instructors, airline transport rated pilots, aviation mechanics, digital product specialists, aviation medical specialists, and other aviation experts on call, the Pilot Information Center takes pride in assisting AOPA members with any aviation query. 6. AIR SAFETY INSTITUTE Since 1950, the general aviation (GA) accident rate has decreased by 90 percent-due in large part to the AOPA Air Safety Institute's (ASI) safety education, research and analysis, outreach to the GA community, and collaborative efforts with government, industry, and academia. Apart from its flight instructor renewal programs, ASI's services and products-safety videos, podcasts, quizzes, seminars, publications, and research-are free to anyone. In 2019, ASI's material was accessed more than 7.7 million times, reaching a new record. This was made possible in part by the release of 93 new products including videos, podcasts, publications, and the delivery of 180 nationwide seminars to more than 18,000 pilots and aviation enthusiasts. ASI also developed a new Scalable Safety Framework to help flying clubs and groups develop a st 45489399 false true false true false false false false false true true false false true true false true false false true false false true false false false false true true false false false false false false false true true false false false false true true true false true X 349 0 true 232 true true true true CJ false false true true false true false X 12 11 true false false false true true false true true false false true true true true true true true true false AL AR CA DC FL GA HI IL KS KY MD MA MN MS MO NH NJ NY NC PA RI SC TN UT VA WV WI X X ERICA SACCOIA SVP-FINANCE 3016952000 421 AVIATION WAY Frederick MD 21701 X MARK R BAKER PRESIDENT/CEO 40.0 10.0 X X 1421130 0 95883 TIMOTHY J FORTUNE Chief Administrative Officer 40.0 10.0 X 512477 200000 10342 KENNETH M MEAD EVP/GENERAL COUNSEL 40.0 10.0 X 607434 0 25126 JAMES W COON SVP-GOVERNMENT AFFAIRS 40.0 0.0 X 488382 0 23672 THOMAS B HAINES SVP - MEDIA & OUTREACH 40.0 0.0 X 359805 0 34642 ERICA J SACCOIA SVP-FINANCE 40.0 10.0 X 326398 0 21133 GREGORY L COHEN SVP-Administration 40.0 10.0 X 254175 0 31245 RICHARD G MCSPADDEN Executive Director-ASI 40.0 0.0 X 256599 0 19768 JOHN D HAMILTON VP-Information Technology 40.0 0.0 X 252626 0 18848 RONALD D GOLDEN VP-Deputy General Counsel 40.0 0.0 X 228404 0 24125 WILLIAM C TRIMBLE III CHAIRMAN 1.0 0.0 X X 0 0 0 LUKE R WIPPLER TRUSTEE 1.0 0.0 X 0 0 0 HERMAN NEEL HIPP JR TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW J DESCH TRUSTEE 1.0 0.0 X 0 0 0 BURGESS H HAMLET III TRUSTEE 1.0 0.0 X 0 0 0 DARRELL W CRATE VICE CHAIRMAN 1.0 0.0 X X 0 0 0 LAWRENCE D BUHL III TRUSTEE 1.0 0.0 X 0 0 0 JAMES G TUTHILL JR TRUSTEE 1.0 0.0 X 0 0 0 AMANDA C FARNSWORTH TRUSTEE 1.0 0.0 X 0 0 0 JAMES N HAUSLEIN TREASURER 1.0 0.0 X X 0 0 0 WILLIAM S AYER Trustee 1.0 0.0 X 0 0 0 4707430 200000 304784 66 false true false Navistar Direct Marketing LLC 4612 Navistar Dr FREDERICK MD 21703 Print/Mail Services 1106486 Quad Graphics Inc PO Box 842858 BOSTON MA 022842858 Magazine Printing 1029125 Valtim Marketing Services PO Box 809 FOREST VA 24551 Fulfillment 535120 Mach 2 Management Inc 160 School Street Suite 3 VICTOR NY 14564 Event Production 481714 Frog Slayer LLC 909 Southwest Parkway E COLLEGE STATION TX 77845 Software Development 422308 26 8459333 545759 237025 9005092 MEMBERSHIP DUES 900099 22323137 22323137 AIRPORT DIRECTORY & DATA 900099 335716 335716 AOPA FLY-INS 900099 493807 493807 EDUCATIONAL COURSES 900099 1173863 1173863 24326523 708828 -125825 834653 0 2591355 1123760 1467595 118077 177269 -59192 0 -59192 -59192 47415162 157630 45316163 153210 2098999 4420 2103419 2103419 0 0 0 0 0 0 0 0 0 COST SHARING 900099 5028799 5028799 ADVERTISING INCOME 511190 6451025 6451025 OTHER 900099 9003 9003 11488827 50164852 24326523 7448960 9384277 15000 15000 591054 591054 0 0 3305343 3114707 190636 0 17067429 15323517 1743912 1558283 1558283 634853 621045 13808 2413850 1945129 468721 0 171938 164736 7202 254498 227373 27125 30000 30000 0 351243 351243 5105527 4989719 34808 81000 1857373 1857360 13 1105181 824105 274456 6620 2237772 746938 1490834 0 690597 215502 475095 1309388 1298964 10424 0 2273436 2239548 33888 202798 202798 0 1860793 1453189 407604 349666 317877 31789 PRINT/MAIL/POSTAGE/PREMIUM 3682818 3517964 41769 123085 MAGAZINE PRODUCTION 1698706 1698706 RENTALS 1182126 1047633 134493 DUES LICENSES & SUBSCRIPTIONS 415535 409623 5912 1406188 1281427 124761 51771395 45489399 6071291 210705 X 671439 2951778 0 0 0 0 711460 897312 0 0 0 0 0 0 0 0 1928957 2009630 33219820 20606070 9963447 12613750 41754045 40112573 50329208 62229650 0 0 0 0 3849065 3849175 109207621 124663868 5319526 4856969 0 0 12002788 13391307 0 0 0 0 0 0 2554048 4636787 0 0 1974642 2252509 21851004 25137572 X 87356617 99526296 0 0 87356617 99526296 109207621 124663868 -1606543 13776222 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 1225480 1225480 11777109 8745647 3031462 2859959 2205914 654045 17357272 9654509 7702763 12613750 ALTERNATIVE INVESTMENTS 62229650 F 62229650 0 AIRCRAFT RESERVES 92820 DEFERRED RENT LIABILITY 93935 LIFETIME MEMBERSHIP LIABILITY 1812028 LEASE & CONTRACT OBLIGATION LT 193817 SERP PLAN LIABILITY 59909 2252509 X FIN 48 FOOTNOTE - SCHEDULE D, PART X, LINE 2 The Association follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The Association has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. The tax years ending December 31, 2019, 2018, 2017 and 2016 are still open to audit for both federal and state purposes. The Association has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Central America and the Caribbean 0 0 Investments 24293145 0 0 0 0 24293145 24293145 true false true false false false X X X X true Membership Mktg Partners 11250 Waples Mill Road Suite 310 Fairfax VA 22030 Advisor false 81000 81000 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MN MS MO NH NJ NY NC ND OH OK PA RI SC TN UT VA WA WV WI Part I, Line 2(b)(1) Membership Marketing Partners Membership Marketing Partners was not a fundraiser for AOPA. Membership Marketing Partners was hired to provide consulting advice pertaining to AOPA membership notices. Membership Marketing Partners was paid a total of $210,350 during the year for various services. Services for our membership marketing totaled $129,350 and advisor services for our fundraising totaled $81,000. true Flight Training Scholarships 113 591054 Part I, Line 2 Grants and Other Assistance to Domestic Individuals: Flight Training Scholarships: The scholarship rules require the recipient(s) to be: (a)U.S. citizen or U.S. permanent resident. (b)at least 15 years of age on or before the application close date. (c)have had an AOPA web account at the time of application. (d)not have completed the FAA practical test/checkride at the time of application. The money is to be used for flight training expenses only and if the money is not used for that purpose, it must be returned to AOPA. X X true true X X X X X X true true false false false false false true true true KENNETH M MEAD EVP/GENERAL COUNSEL 427800 165696 13938 21140 3986 632560 ERICA J SACCOIA SVP-FINANCE 231922 91696 2780 19147 1986 347531 TIMOTHY J FORTUNE Chief Administrative Officer 171105 200000 148310 193062 6619 3723 522819 200000 343769 THOMAS B HAINES SVP - MEDIA & OUTREACH 276255 80158 3392 21140 13502 394447 MARK R BAKER PRESIDENT/CEO 940810 450500 29820 81140 14743 1517013 JAMES W COON SVP-GOVERNMENT AFFAIRS 375615 106391 6376 21140 2532 512054 JOHN D HAMILTON VP-Information Technology 210308 39631 2687 17067 1781 271474 RICHARD G MCSPADDEN Executive Director-ASI 210969 41678 3952 17244 2524 276367 GREGORY L COHEN SVP-Administration 216084 36943 1148 17952 13293 285420 RONALD D GOLDEN VP-Deputy General Counsel 186155 36614 5635 15540 8585 252529 Part I, Line 1a Certain directors and officers received first class air travel and travel for companions. It is the Organization's policy to treat the above items as taxable compensation and report the applicable amounts to the IRS on Form W-2 or Form 1099-Misc. for the applicable tax year. Part I, Line 3 THE COMPENSATION LEVELS AND SALARY RANGES FOR OFFICERS AND CERTAIN EMPLOYEES OF THE ORGANIZATION ARE ESTABLISHED BASED ON COMPETITIVE MARKET DATA OBTAINED THROUGH PERIODIC SALARY SURVEYS PERFORMED BY OUTSIDE COMPENSATION EXPERTS ENGAGED BY THE ORGANIZATION. THESE INDEPENDENT SURVEYS PROVIDE GUIDANCE FOR ESTABLISHING REASONABLE COMPENSATION RATES AS COMPARED TO COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. ALL POSITIONS ARE EVALUATED AND PLACED IN THE APPROPRIATE GRADES/SALARY RANGES. AN INDIVIDUAL EMPLOYEE'S SALARY, WITHIN THEIR ASSIGNED RANGE, VARIES DEPENDING PRIMARILY UPON EXPERIENCE AND PERFORMANCE. THE ORGANIZATION HAS ADOPTED A "PAY FOR PERFORMANCE" PHILOSOPHY ALLOWING MANAGERS TO AWARD MERIT INCREASES BASED ON AN INDIVIDUAL'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. THE ORGANIZATION'S ANNUAL MERIT INCREASE BUDGET IS APPROVED BY THE BOARD OF TRUSTEES BASED ON MARKET SURVEYS. OFFICERS AND CERTAIN EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S INCENTIVE PAY PROGRAM. Part I, Line 4a Tim Fortune received a severance payment, which is included in the amount reported in Part II, Row 3, Column B(iii). Part I, Line 4b Mark Baker participated in a supplemental nonqualified 457(f) plan, which is included in Part II, Row 5, Column C. Part I, Line 7 TARGET INCENTIVE AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL BONUS PAID IS PROPOSED BY THE EXECUTIVE MANAGEMENT TEAM AND THE PRESIDENT BASED ON THEIR ASSESSMENT OF THE PARTICIPANT'S INDIVIDUAL PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST PRE-ESTABLISHED GOALS. THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE REVIEW AND MAKE A FINAL DETERMINATION AS TO THE ACTUAL BONUS AMOUNT PAID TO PARTICIPANTS. NONE OF THE PERSONS MENTIONED ABOVE PARTICIPATE IN THE DELIBERATION OF THEIR COMPENSATION ARRANGEMENT. THE DELIBERATIONS AND DECISIONS OF THESE COMPENSATION ARRANGEMENTS ARE MAINTAINED IN CONTEMPORANEOUS DOCUMENTATION WITH OUR HUMAN RESOURCES DEPARTMENT. Part I, Line 8 THE PRESIDENT/CEO IS PAID PURSUANT TO A BOARD APPROVED EMPLOYMENT CONTRACT THAT WAS BASED ON COMPETITIVE MARKET DATA FROM OUTSIDE COMPENSATION EXPERTS. Mark Baker Baker Planes LLC President/Aircraft Rental 68585 Aircraft Rental false Part IV - Employee Owned Aircraft When appropriate, AOPA utilizes employee-owned aircraft for business purposes. Reimbursement for fuel & operating costs are based on industry determined rates dependent on type of aircraft. These types of arrangements are documented on contracts and help minimize the on-going costs of maintaining an organization owned fleet. X 1 237025 FMV false false true Aircraft Donation AOPA provides assistance in valuing and selling aircraft that have been donated to its related 501(c)(3) public charity organization, The AOPA Foundation, Inc. Part III, Line 1 AIRCRAFT OWNERS & PILOTS ASSOCIATION (AOPA), A NOT-FOR-PROFIT INDIVIDUAL MEMBERSHIP ORGANIZATION, EFFECTIVELY SERVES THE INTERESTS AND NEEDS OF ITS MEMBERS AND ESTABLISHES, MAINTAINS, AND ARTICULATES POSITION OF LEADERSHIP TO PROMOTE THE ECONOMY, SAFETY, UTILITY AND POPULARITY OF FLIGHT IN GENERAL AVIATION AIRCRAFT. AOPA PRESERVES THE FREEDOM TO FLY BY ADVOCATING ON BEHALF OF OUR MEMBERS; EDUCATING PILOTS, NONPILOTS, AND POLICY MAKERS ALIKE; SUPPORTING ACTIVITIES THAT ENSURE THE LONG-TERM HEALTH OF GENERAL AVIATION; FIGHTING TO KEEP GENERAL AVIATION ACCESSIBLE TO ALL; AND SECURING SUFFICIENT RESOURCES TO ENSURE OUR SUCCESS. Part VI, SECTION A, LINE 2 There are two trustees (Mr. Trimble and Mr. Crate) who have a business relationship outside of AOPA. These two trustees are partners in the same company. PART VI, Section A, Lines 6 and 7a At the annual meeting of members, AOPA members in good standing are entitled to vote for the AOPA Board of Trustees. AOPA members are entitled to one vote. Each member entitled to vote may do so either in person or by proxy. PART VI, Section B, Lines 11a and 11b IN CONJUNCTION WITH GRANT THORNTON LLP TAX SPECIALISTS, AOPA MANAGEMENT REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE PRIOR TO PRESENTING THE RETURN TO OUR BOARD OF TRUSTEES FOR REVIEW. PART VI, Section B, Line 12c THE AIRCRAFT OWNERS & PILOTS ASSOCIATION'S BOARD IS PROVIDED A WRITTEN "Code of Ethics, CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM" ("FORM"). THE FORM REQUIRES PERSONS COVERED (OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES) TO ANNUALLY DISCLOSE AND UPDATE THE FORM AND PROVIDE TO LEGAL COUNSEL INTERESTS THAT COULD GIVE RISE TO CONFLICT(S). LEGAL COUNSEL REVIEWS THE ANNUAL DISCLOSURES BY ALL COVERED PERSONS. DISCLOSURES ARE REGULARY MONITORED BY COUNSEL, ANY POTENTIALLY CONFLICTING OR OTHERWISE QUESTIONABLE RESPONSES ARE FLAGGED AND THE ETHICS POLICY IS ENFORCED. PART VI, Section B, Lines 15a and 15b THE COMPENSATION FOR THE PRESIDENT IS SET BY THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE AND CONTRACTUALLY CONFIRMED THROUGH AN EMPLOYMENT AGREEMENT BETWEEN THE BOARD AND THE INCUMBENT. THE BASE SALARY FOR THIS POSITION MAY BE ADJUSTED BY THE BOARD FROM TIME TO TIME AT ITS SOLE DISCRETION. THE PRESIDENT IS ALSO CONSIDERED ANNUALLY BY THE BOARD FOR AN INCENTIVE BONUS WHICH IS A PERCENT OF BASE SALARY. THE ACTUAL BONUS PAID IS DETERMINED BY THE BOARD BASED ON ITS ASSESSMENT OF THE PRESIDENT'S PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST APPROPRIATE GOALS SET BY THE COMPENSATION COMMITTEE AND THE PRESIDENT. PERIODIC INDEPENDENT REVIEWS OF THE PRESIDENT'S COMPENSATION ARE CONDUCTED BY OUTSIDE COMPENSATION EXPERTS TO ENSURE THAT THE COMPENSATION PAID IS REASONABLE BASED ON APPROPRIATE DATA AS TO COMPARABILITY OF COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. THE COMPENSATION LEVELS AND SALARY RANGES FOR OFFICERS AND CERTAIN EMPLOYEES OF THE ORGANIZATION ARE ESTABLISHED BASED ON COMPETITIVE MARKET DATA OBTAINED THROUGH PERIODIC SALARY SURVEYS PERFORMED BY OUTSIDE COMPENSATION EXPERTS ENGAGED BY THE ORGANIZATION. THESE SURVEYS PROVIDE GUIDANCE FOR ESTABLISHING REASONABLE COMPENSATION RATES AS COMPARED TO COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. ALL POSITIONS ARE EVALUATED AND PLACED IN THE APPROPRIATE GRADES/SALARY RANGES. AN INDIVIDUAL EMPLOYEE'S SALARY, WITHIN THEIR ASSIGNED RANGE, VARIES DEPENDING PRIMARILY UPON EXPERIENCE AND PERFORMANCE. THE ORGANIZATION HAS ADOPTED A "PAY FOR PERFORMANCE" PHILOSOPHY ALLOWING MANAGERS TO AWARD MERIT INCREASES BASED ON AN INDIVIDUAL'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. THE ORGANIZATION'S ANNUAL MERIT INCREASE BUDGET IS APPROVED BY THE BOARD OF TRUSTEES BASED ON MARKET SURVEYS. OFFICERS AND CERTAIN EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S INCENTIVE PAY PROGRAM. TARGET INCENTIVE AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL BONUS PAID IS PROPOSED BY THE EXECUTIVE MANAGEMENT TEAM AND THE PRESIDENT BASED ON THEIR ASSESSMENT OF THE PARTICIPANT'S INDIVIDUAL PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST PRE-ESTABLISHED GOALS. THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE REVIEW AND MAKE A FINAL DETERMINATION AS TO THE ACTUAL BONUS AMOUNT PAID TO PARTICIPANTS. NONE OF THE PERSONS MENTIONED ABOVE PARTICIPATE IN THE DELIBERATION OF THEIR COMPENSATION ARRANGEMENT AND RECUSE THEMSELVES FROM ALL OTHER DELIBERATIONS AND DISCUSSIONS RELATED TO A MATTER IN WHICH THEY MAY HAVE AN INTEREST. THE DELIBERATIONS AND DECISIONS OF THESE COMPENSATION ARRANGEMENTS ARE MAINTAINED IN CONTEMPORANEOUS DOCUMENTATION WITH OUR HUMAN RESOURCES DEPARTMENT. PART VI, Section B, Lines 16a and 16b The organization does have a written management policy to evaluate all contracts and agreements to ensure that all contract and joint venture arrangements are in accordance with federal, state, and local laws and related regulations. In addition, all joint venture agreements are required to be reviewed by the organization's General Counsel. There were no Joint Venture agreements during the year. PART VI, Section C, Lines 18 and 19 The organization does make available its conflict of interest policy, financial statements, Form 990 returns, and Form 1024 to the general public. The organization makes available its governing documents to the extent required by law. The public can receive copies by contacting the organization's headquarters. Copies of the returns can be obtained at www.aopa.org/about-aopa/governance and other public sites. PART VII, Hours Worked for the AOPA Foundation, Inc. Mark Baker, Timothy Fortune, Kenneth Mead, Erica Saccoia, and Greg Cohen are full-time employees of Aircraft Owners & Pilots Association (AOPA), although they devote approximately ten hours per week to the related 501(c)(3) public charity organization: The AOPA Foundation, Inc. THE AOPA FOUNDATION INC 421 AVIATION WAY FREDERICK MD 21701 208817225 CHARITABLE MD 501(C)(3) 7 AOPA true AOPA POLITICAL ACTION COMMITTEE 421 AVIATION WAY FREDERICK MD 21701 563014117 PAC 527 N/A AOPA true AOPA INSURANCE AGENCY 421 Aviation Way Frederick MD 21701 521813554 INSURANCE MD AHC C CORP 868204 1202570 1.00000 true AOPA HOLDINGS CORPORATION 421 AVIATION WAY FREDERICK MD 21701 461036265 Holdings Corp DE AOPA C CORP 7954816 2300100 1.00000 true false false true false false false false false false false false true true true true false true true false THE AOPA FOUNDATION INC C 8459333 FMV AOPA HOLDINGS CORPORATION R 4757863 FMV THE AOPA FOUNDATION INC L,N,O 1583111 FMV AOPA INSURANCE AGENCY Q 51651 FMV THE AOPA FOUNDATION INC R 88548 FMV AOPA HOLDINGS CORPORATION N,O,Q 7218221 FMV AOPA HOLDINGS CORPORATION M 1861172 FMV