2018-08-22T08:19:28-05:00 2017-12-31 Grant Thornton LLP 1000 WILSON BLVD SUITE 1400 ARLINGTON VA 22209 990 2017-01-01 520636210 Aircraft Owners & Pilots Association % ERICA SACCOIA SVP-FINANCE AIRC 3016952000 421 Aviation Way Frederick MD 21701 ERICA SACCOIA SVP - FINANCE 3016952000 2018-08-13 true Mary Torretta P00847851 7038477500 2018-08-22 2017 2022-09-23 18:48:47Z Mark Baker CEOPresident 421 Aviation Way Frederick MD 21701 70425672 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. 11 10 225 2178 7511565 -7525 2921672 5353811 17969164 20488033 -173357 3424081 18175332 17913717 38892811 47179642 331912 386000 0 0 20951606 23570165 0 0 203727 22770523 25484929 44054041 49441094 -5161230 -2261452 94065033 105733150 21834038 25116121 72230995 80617029 X SEE SCHEDULE O. false false 43813887 386000 20488033 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 2017, 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 fourth year in a row. FAA reauthorization and the threat of air traffic control privatization became a monumental challenge faced by AOPA's advocacy team this year. With support from members, more than 200,000 letters, emails, and phone calls went out to Congress opposing H.R. 2997. Aside from ATC privatization, third class medical reform, known as BasicMed, launched on May 1, 2017. 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 2017, nearly 26,000 pilots had been cleared to fly under the new medical certification, far surpassing expectations. AOPA's multi-year effort to simplify the certification requirements around non-Technical Standard Order products came to fruition with a multitude of new lower cost avionics systems introduced for legacy airplanes in 2017, including digital autopilots from three different manufacturers-an effort that may pay safety dividends for years to come. In addition to AOPA's efforts on the federal level, the association has a network of seven regional managers and more than 2,100 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 created the Flying Club Network which 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 800 listed flying clubs. AOPA created the Rusty Pilots program to lower the barrier to re-entry and provide 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. 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 June. EDUCATION Educating our members about the issues that affect their flying has always been at the heart 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 some 25,000 members and enthusiasts this year. In 2017, 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, 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, analysis, and the dissemination of information. Since 1950, the GA accident rate has decreased by 90 percent, in no small part because of free safety education provided by ASI. ASI creates and delivers a wide variety of online educational programs - award-winning interactive courses, webinars, accident case studies, flight instructor refresher courses, and safety videos, among others - which together reached pilots more than 200,000 times each month. 2017 proved to be a record-breaking year with more than 3.6 million uses of online and in-person safety programs, a 40-percent increase from the year before. The GA accident rate experienced an all-time low of 0.84 accidents per 100,000 flight hours in fiscal year 2017 for fixed-wing aircraft in noncommercial activity. Part of expanding ASI's influence and reach into the flight training community includes a new web-based flight review program called Focused Flight Review that focuses on six common pilot profiles: instrument flying; takeoffs, landings, and go-arounds; positive aircraft control; weather and controlled flight into terrain (CFIT); fuel, engine, and systems; and mountain and backcountry flying. 43813887 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 true true true false false false false false false false true false false false false false true true true false true X 337 0 true 225 true true true true CJ BD false false true true false X 11 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 1427048 0 41469 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 KENNETH M MEAD EVP/GENERAL COUNSEL 40.0 10.0 X 586230 0 29689 ERICA J SACCOIA SVP-FINANCE 40.0 10.0 X 284997 0 25389 TIMOTHY J FORTUNE Chief Administrative Officer 40.0 10.0 X 419188 0 34472 MELISSA K RUDINGER VP GOVERNMENT AFFAIRS 40.0 0.0 X 221094 0 27912 THOMAS B HAINES SVP - MEDIA & OUTREACH 40.0 0.0 X 324516 0 36418 KATIE AM PRIBYL SVP-AVIATION STRATEGY/PROGRAMS 40.0 0.0 X 311942 0 30330 JAMES W COON SVP-GOVERNMENT AFFAIRS 40.0 0.0 X 463534 0 28245 JOHN D HAMILTON VP-Information Technology 40.0 0.0 X 240102 0 13509 4278651 0 267433 53 false true false Quad Graphics Inc 75 Remittance Drive CHICAGO IL 60675 Magazine Printing 988463 VTAC General Contractors 4404 Baltimore Ave BLADENSBURG MD 20710 Construction 731694 Pro List Inc 4510 Buckeystown Pike Suite M FREDERICK MD 21704 Print/Mail Services 610613 Valtim Marketing Services PO Box 114 FOREST VA 24551 Fulfillment 542143 Mach2 Management Inc 160 School Street Suite 3 VICTOR NY 14564 Event Production 540534 33 4800000 17800 536011 5353811 MEMBERSHIP DUES 900099 18378140 18378140 AIRPORT DIRECTORY & DATA 900099 289667 289667 AOPA FLY-INS 900099 514750 514750 EDUCATIONAL COURSES 900099 1305476 1305476 20488033 407213 407213 0 5176154 5176154 269804 784624 -514820 0 -514820 -514820 25478274 22461406 3016868 3016868 3016868 0 0 0 0 0 0 0 0 0 COST SHARING 900099 5739756 5739756 ADVERTISING INCOME 511190 7511565 7511565 OTHER 900099 1062 1062 13252383 47179642 20488033 7511565 13826233 200000 200000 186000 186000 0 0 2848483 2721389 127094 0 16172686 14639213 1533473 1773421 1773421 668148 585403 82745 2107427 1699445 407982 0 214773 200511 14262 324037 304092 19945 299463 299463 0 372190 372190 4966274 4878314 6960 81000 940162 940082 80 953609 750772 202837 1706460 733108 973352 0 511048 1398 509650 1985976 1932787 53189 0 1644070 1641520 2550 174107 174107 0 2266516 1657039 609477 359008 330960 28048 PRINT/MAIL/POSTAGE/PREMIUM 3965329 3827176 15426 122727 MAGAZINE PRODUCTION 1442771 1442771 RENTALS 1241356 1093559 147797 DUES LICENSES & SUBSCRIPTIONS 613841 605288 8553 1503939 1370176 133763 49441094 43813887 5423480 203727 X 401257 2101310 0 0 0 0 756461 545732 0 0 0 0 0 0 0 0 1177106 1524216 34688118 20087358 13142096 14600760 22339731 27103455 51556052 55161408 0 0 836378 836378 3855952 3859891 94065033 105733150 4028311 4957815 0 0 11643655 12023224 0 0 0 0 0 0 4187309 6202044 0 0 1974763 1933038 21834038 25116121 X 72230995 80617029 0 0 0 0 72230995 80617029 94065033 105733150 X -2261452 8147486 2500000 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 0 1225480 1225480 0 11336095 8063163 3272932 0 2713669 1610624 1103045 19412874 10413571 8999303 14600760 ALTERNATIVE INVESTMENTS 55161408 F 55161408 0 AIRCRAFT RESERVES 68943 DEFERRED RENT LIABILITY & OTHER 145205 LIFETIME MEMBERSHIP LIABILITY 1718890 1933038 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 likeihood 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, 2017, 2016, 2015 and 2014 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 Investments 32085764 32085764 32085764 true false true false false false X X X X true Allegiance Creative Group 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) Allegiance Creative Group Allegiance Creative Group was not a fundraiser for AOPA. Allegiance Creative Group was hired to provide consulting advice pertaining to AOPA membership notices. true American Conservative Union 201 N Union Street Suite 370 Alexandria VA 22314 520810813 501(c)(4) 100000 Image Grant National Business Aviation Association 1200 G Street NW Suite 1100 Washington DC 20005 521633654 501(c)(6) 90000 Image Grant Aerobridge 1200 G Street NW Washington DC 20005 010961359 501(c)(3) 10000 Image Grant 1 2 Flight Training Scholarships 43 186000 Part I, Line 2 Grants and Other Assistance to Domestic Organizations and Domestic Governments: AOPA requests domestic organizations and/or governments receiving cash and/or noncash assistance to provide feedback on the utilization of the funds. 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 16 years of age on or before the application close date (c)current AOPA member at both the time of application and when the scholarship is awarded (d)hold a current FAA student pilot certificate (e)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 405854 163842 16534 25785 3904 615919 ERICA J SACCOIA SVP-FINANCE 215621 66771 2605 23566 1823 310386 MELISSA K RUDINGER VP GOVERNMENT AFFAIRS 189409 30068 1617 20180 7732 249006 TIMOTHY J FORTUNE Chief Administrative Officer 292894 120620 5674 25785 8687 453660 THOMAS B HAINES SVP - MEDIA & OUTREACH 248493 73626 2397 25114 11304 360934 MARK R BAKER PRESIDENT/CEO 868050 500000 58998 25785 15684 1468517 KATIE AM PRIBYL SVP-AVIATION STRATEGY/PROGRAMS 238835 72036 1071 24450 5880 342272 JAMES W COON SVP-GOVERNMENT AFFAIRS 353848 105989 3697 25785 2460 491779 JOHN D HAMILTON VP-Information Technology 198325 39172 2605 11875 1634 253611 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. Part II The following individual listed on Schedule J, Part II, whose compensation and/or benefits changed due to the following: Mark Baker received an increase in bonus in 2017. Mark Baker Baker Planes LLC President/Aircraft Rental 98498 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. 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, serves on a board with Mr. Crate. 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 $2,500,000 dividend received from a wholly-owned subsidiary. SCHEDULE G Allegiance Creative Group was paid a total of $166,375 during the year for various services. Services for our membership marketing totaled $85,375 and advisor services for our fundraising totaled $81,000. 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