2019-10-16T16:36:18-05:00 2018-12-31 Grant Thornton LLP 1000 WILSON BLVD SUITE 1400 ARLINGTON VA 22209 990 2018-01-01 520636210 Aircraft Owners & Pilots Association % ERICA SACCOIA SVP-FINANCE AIRC 3016952000 421 Aviation Way Frederick MD 21701 ERICA SACCOIA SVP - FINANCE 3016952000 2019-10-16 true Mary Torretta P00847851 7038477500 2019-10-15 209.220.136.124 54681420192895000017 2019-10-16 P E6EA2E3950AFD02E7444348F4659EBF89F144B75 93B6A5B2B9E73C0D543A64C04FD842B0CEFC817E 2018 2020-03-31 21:24:44Z Mark Baker CEOPresident 421 Aviation Way Frederick MD 21701 81684917 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 10 229 1425 6614938 5353811 6208824 20488033 21799034 3424081 2921231 17913717 14651810 47179642 45580899 386000 186300 0 0 23570165 24856444 0 0 212629 25484929 25653129 49441094 50695873 -2261452 -5114974 105733150 109207621 25116121 21851004 80617029 87356617 X SEE SCHEDULE O. false false 44360747 186300 21799034 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 and 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 make sure 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 five areas: advocacy, pilot community development, education, events, and products and services. ADVOCACY AOPA's advocacy arm is divided into groups responsible for legislative affairs, regulatory affairs, operations and international affairs, airports, and advocacy. Together these groups effectively manage the many issues that affect general aviation and support member interests. In 2018, thanks to AOPA's Government Affairs team and their ongoing work on issues that matter to pilots, AOPA was named a top advocacy organization by The Hill newspaper for the fifth year in a row. AOPA's Government Affairs team led a coalition to defeat the threat of air traffic control privatization, a monumental challenge faced by AOPA that came to a close this year. With support from members, more than 200,000 letters, emails, and phone calls went out to Congress opposing H.R. 2997. Third class medical reform, known as BasicMed, continues to be an area of focus for AOPA. BasicMed became the biggest advocacy accomplishment in decades for AOPA and GA pilots- a huge victory considering only 4 percent of bills ever become law. By the end of 2018, over 43,000 pilots had been cleared to fly under the new medical certification, far surpassing expectations. In addition to AOPA's efforts on the federal level, the association has a network of seven regional managers and more than 1,400 Airport Support Network volunteers who help keep AOPA informed about the issues affecting general aviation in their communities. Working through our volunteers, regional managers, and headquarters-based staff, AOPA promotes, protects, and defends community airports; advocates to maintain sufficient state and local funding for GA airports and infrastructure; works to prevent excess state taxation on flying; and protects general aviation pilots from unnecessary or inappropriate state and local regulation. YOU CAN FLY AOPA has developed programs to support flying clubs, encourage best practices in flight training, get lapsed pilots back in the air, bring AOPA's resources and expertise to pilot groups across the country, and invite high school students to learn more about careers in aviation and aerospace. Flying clubs are a valuable part of the aviation landscape. AOPA's Flying Club Network is free to join and offers benefits including a premium listing in the AOPA Flying Club Finder, exclusive insurance rates, and access to networking events. The Network now has more than 700 listed flying clubs. AOPA's Rusty Pilots program lowers the barrier to re-entry and provides lapsed pilots a way to return to flying in a matter of hours through a free session of ground school that fulfills the FAA's flight review requirement for ground instruction. In addition, an online Rusty Pilots course was launched on September 1, 2018 to reach members where the in-person courses are not a viable option. The mission of AOPA's Aviation High School initiative is to help build and sustain aviation-based STEM programs in high schools in order to provide a quality workforce to the aviation industry. By working with schools directly, AOPA can expose and engage a more diverse group of students in aviation. More than 20 high school students were awarded flight training scholarships for $5,000 each in July. EDUCATION Educating our members about the issues that affect their flying has always been at the core of AOPA's mission. Today, AOPA produces two monthly magazines, numerous electronic newsletters, a weekly video news program, streaming video, multiple web sites, meetings, and events all with the goal of educating and informing our members, the larger aviation community, and the public. AOPA also communicates with and educates its members by providing both unparalleled breadth and depth of online resources that are continuously being updated to improve their compatibility with smart phones and mobile devices across multiple platforms. AOPA Online gives members round-the-clock access to news, information, flight planning resources, aircraft ownership tools, and more. For newcomers 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. Pilots with more experience may want to take advantage of information about earning advanced ratings and certificates as well as transitioning to high performance aircraft, turboprops, and jets. For children, AOPA Online offers a collection of youth education resources that link aviation to math, science, physics, history, and technology. In addition to the online products, printed materials are available to teachers and pilots at no charge. EVENTS AOPA's regional fly-ins continue to mature, engaging nearly 24,000 members and enthusiasts this year. In 2018, the Outreach team launched four all-day intensive workshops on Fridays before each fly-in. In addition to our regional fly-ins AOPA continues to expand its presence at the two major GA air shows held each year; Sun N Fun in Lakeland, Florida and AirVenture in Oshkosh, Wisconsin, as well as Women in Aviation and NBAA. PRODUCTS AND SERVICES AOPA members have access to a wide range of products and services from the association and its 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. AIR SAFETY INSTITUTE The AOPA Air Safety Institute (ASI) promotes safety and pilot proficiency in general aviation through quality training, education, research and analysis. Since 1950, the GA accident rate has decreased by 90 percent, in no small part because of free safety education provided by the Air Safety Institute. ASI creates and delivers a wide variety of online educational programs - safety videos, accident case studies, podcasts, live seminars, and flight instructor refresher courses among others. 2018 was another record-breaking year for ASI's outreach, which exceeded 5.7 million uses of online and in-person safety programs-a 57 percent increase. Furthermore, ASI's impact on general aviation safety in 2018 through its education, research, and outreach contributed to an accident rate of .89 per 100,000 flight hours-a slight increase from but below the FAA's not-to-exceed target of 1 accident per 100,000 flight hours. 2018 was also highlighted by the introduction of ASI's Focused Flight Review-a new scenario-based flight review curriculum developed in collaboration with industry partners that focuses on a variety of operational areas to improve fundamental stick-and-rudder skills, decision making, understanding of aircraft operating envelopes, technologies, aircraft performance capabilities, and loss-of-control avoidance. 44360747 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 309 0 true 229 true true true true CJ BD false false true true false true false X 12 10 true false false false true true false true true false false true true true true true true true true true true AL AR CA CT 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 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 MARK R BAKER PRESIDENT/CEO 40.0 10.0 X X 1378005 0 34270 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 KENNETH M MEAD EVP/GENERAL COUNSEL 40.0 10.0 X 598076 0 24646 ERICA J SACCOIA SVP-FINANCE 40.0 10.0 X 287474 0 20549 TIMOTHY J FORTUNE Chief Administrative Officer 40.0 10.0 X 427616 0 438427 THOMAS B HAINES SVP - MEDIA & OUTREACH 40.0 0.0 X 358529 0 32626 KATIE AM PRIBYL SVP-AVIATION STRATEGY/PROGRAMS 40.0 0.0 X 326190 0 25039 JAMES W COON SVP-GOVERNMENT AFFAIRS 40.0 0.0 X 501073 0 23295 JOHN D HAMILTON VP-Information Technology 40.0 0.0 X 243819 0 18263 RICHARD G MCSPADDEN Executive Director-ASI 40.0 0.0 X 245529 0 19053 4366311 0 636168 58 false true false Quad Graphics Inc PO Box 842858 BOSTON MA 022842858 Magazine Printing 1072028 Navistar Direct Marketing LLC 4612 Navistar Dr FREDERICK MD 21703 Print/Mail Services 857267 Mach2 Management Inc 160 School Street Suite 3 VICTOR NY 14564 Event Production 578114 Valtim Marketing Services PO Box 809 FOREST VA 24551 Fulfillment 504286 Pro List Inc 4510 Buckeystown Pike Unit M FREDERICK MD 21704 Print/Mail Services 295702 21 5700000 19000 489824 106599 6208824 MEMBERSHIP DUES 900099 19720439 19720439 AIRPORT DIRECTORY & DATA 900099 349987 349987 AOPA FLY-INS 900099 509088 509088 EDUCATIONAL COURSES 900099 1219520 1219520 21799034 581474 57946 523528 0 2593741 2593741 217585 814276 -596691 0 -596691 -596691 33963499 3666000 31685268 3604474 2278231 61526 2339757 2339757 0 0 0 0 0 0 0 0 0 COST SHARING 900099 6096510 6096510 ADVERTISING INCOME 511190 6556992 6556992 OTHER 900099 1258 1258 12654760 45580899 21799034 6614938 10958103 0 186300 186300 0 0 2800112 2659801 140311 0 17286215 15465344 1820871 1622379 1622379 729866 694017 35849 2417872 1940418 477454 0 145444 131838 13606 277239 255006 22233 30000 30000 0 312730 312730 5178674 5053404 44270 81000 966707 966557 150 962974 728365 234609 1976248 745271 1230977 0 506638 1577 505061 1467323 1457147 10176 0 2494534 2460149 34385 239441 239441 0 2257646 1766273 491373 347747 317345 30402 PRINT/MAIL/POSTAGE/PREMIUM 3794335 3581168 81538 131629 MAGAZINE PRODUCTION 1594483 1594483 RENTALS 1164331 1026900 137431 DUES LICENSES & SUBSCRIPTIONS 452502 445581 6921 1484133 1231424 252709 50695873 44360747 6122497 212629 X 2101310 671439 0 0 0 0 545732 711460 0 0 0 0 0 0 0 0 1524216 1928957 30274625 20311178 14600760 9963447 27103455 41754045 55161408 50329208 0 0 836378 0 3859891 3849065 105733150 109207621 4957815 5319526 0 0 12023224 12002788 0 0 0 0 0 0 6202044 2554048 0 0 1933038 1974642 25116121 21851004 X 80617029 87356617 0 0 0 0 80617029 87356617 105733150 109207621 X -5114974 -8059067 19913629 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 1225480 1225480 11690807 8453463 3237344 2924872 1995213 929659 14433466 9862502 4570964 9963447 ALTERNATIVE INVESTMENTS 50329208 F 50329208 0 AIRCRAFT RESERVES 82856 DEFERRED RENT LIABILITY 126563 LIFETIME MEMBERSHIP LIABILITY 1765223 1974642 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, 2018, 2017, 2016 and 2015 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 26564470 0 0 0 0 26564470 26564470 true false true false false false X X X X true Membership Mktg Partners 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 Address: 11250 Waples Mill Road, Suite 310 Fairfax, VA 22030 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 $158,950 during the year for various services. Services for our membership marketing totaled $77,950 and advisor services for our fundraising totaled $81,000. true Flight Training Scholarships 38 186300 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 and if the money is not used for that purpose to be returned to AOPA. X X true true X X X X X X false false false false false false false true true true KENNETH M MEAD EVP/GENERAL COUNSEL 417619 165820 14637 0 0 598076 ERICA J SACCOIA SVP-FINANCE 224077 60679 2718 18673 1876 308023 TIMOTHY J FORTUNE Chief Administrative Officer 302844 118932 5840 20763 408949 8715 457094 408949 THOMAS B HAINES SVP - MEDIA & OUTREACH 267308 80686 10535 20725 11901 391155 MARK R BAKER PRESIDENT/CEO 893749 437500 46756 20763 13507 1412275 KATIE AM PRIBYL SVP-AVIATION STRATEGY/PROGRAMS 246614 78406 1170 19585 5454 351229 JAMES W COON SVP-GOVERNMENT AFFAIRS 363846 107682 29545 20763 2532 524368 JOHN D HAMILTON VP-Information Technology 204308 36859 2652 16531 1732 262082 RICHARD G MCSPADDEN Executive Director-ASI 204445 37244 3840 16618 2435 264582 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 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 177268 Aircraft Rental false James Hauslein Rays Leasing LLC Treasurer 3650000 Aircraft Purchase 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 104940 FMV X Simulator 1 1659 FMV false true false 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. Another trustee, Mr. Hauslein, served on a board with Mr. Crate until June 2018. 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. 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 www.guidestar.org. PART VII, Hours Worked for the AOPA Foundation, Inc. Mark Baker, Kenneth Mead, Erica Saccoia, and Timothy Fortune 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. PART XI, Line 9 This increase in net assets is the result of a $20,750,000 dividend received from a wholly-owned subsidiary offset by an $836,378 goodwill impairment and a rounding adjustment. 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