2018-10-03T10:44:31-05:00 2017-12-31 750786316 WEAVER AND TIDWELL LLP 400 W ILLINOIS SUITE 1550 MIDLAND TX 79701 990 2017-01-01 741484491 THE COMMEMORATIVE AIR FORCE COMM 8777677175 PO BOX 764769 DALLAS TX 75376 LINDSEY PENA SECRETARY / TREASURER 8777677175 2018-09-20 1 JAMES FLATT P00444540 4326835226 66.68.152.37 2018-09-20 11:43:30 CD 8021782018247034fe07 2018-09-04 P 829CFAD61BE1472F5C9783C6C5344F7F92BC6B75 C6DE77DF7EAFCE64E84CE20962AB172FB6FF0A8D 2017 2018-06-14 16:35:46Z X LINDSEY PENA PO BOX 764769 DALLAS TX 75376 27020986 1 0 5545 X WWW.COMMEMORATIVEAIRFORCE.ORG X 1961 TX TO ACQUIRE, RESTORE, MAINTAIN AND OPERATE A COLLECTION OF WORLD WAR II AIRCRAFT FOR THE EDUCATION AND ENJOYMENT OF THE PRESENT AND FUTURE GENERATIONS. 11 11 46 10000 7042 0 14727061 11812612 9682757 10982528 881828 94612 2759556 783755 28051202 23673507 0 0 0 0 3116644 2914501 215342 500093 2665990 21193608 21136011 24525594 24550605 3525608 -877098 29272126 30297438 6364670 6274273 22907456 24023165 TO ACQUIRE, RESTORE, MAINTAIN, AND OPERATE A COLLECTION OF WORLD WAR II AIRCRAFT FOR THE EDUCATION AND ENJOYMENT OF PRESENT AND FUTURE GENERATIONS. 0 0 12374956 9712298 AIRSHOWS ARE PREMIERE AVIATION EVENTS WHERE WARBIRDS (AIRCRAFT)GATHER TO REENACT HISTORIC BATTLES. ADDITIONAL ATTRACTIONS OFTHESE SHOWS INCLUDE; JUNIOR ACES KIDS TENT (PROVIDING GAMES, ARTS& CRAFTS AND OTHER FUN ACTIVITIES FOR CHILDREN), FAMED GHOSTSQUADRON AIRCRAFT DISPLAYS, SPECIAL SHOWS FOR SPECIAL PEOPLE ONFRIDAYS, PRECEDING THE REGULAR EVENT, THAT OTHERWISE MIGHT NOT BEABLE TO ATTEND AND NUMEROUS FLYING PERFORMING ACTS SUCH ASWINGWALKING AND AEROBATICS. 2142953 1677646 MEMBERSHIP DUES & ANUAC FEES: MEMBERSHIP DUES ARE ESTABLISHED &COLLECTED TO COVER NORMAL OPERATING EXPENSES OF INDIVIDUAL UNITS.MEMBERSHIP FEES INCLUDE MONTHLY OR QUARTERLY SUBSCRIPTIONS TO THECAF'S MAGAZINE, "DISPATCH." MEMBERS RECEIVE FREE ADMISSION TO THEMUSEUMS AND EXHIBITS AND OTHER BENEFITS SUCH AS OPPORTUNITIES TOFLY IN CAF AIRCRAFT AND GIFT SHOP DISCOUNTS.EACH UNIT IS ALSOSUBJECT TO ANNUAL ANUAC FEES (ANNUAL ADMINISTRATIVE CHARGES) TOASSIST IN THE OPERATION OF THE NATIONAL HEADQUARTERS. NATIONAL &LOCAL MEMBERSHIP FEES ARE SET & COLLECTED BY EACH UNIT AND THENATIONAL HEADQUARTERS, BASED ON THEIR OPERATIONAL NEEDS. ANNUALANUAC FEES MAY VARY FROM YEAR TO YEAR. 502843 393659 MUSEUM ADMISSIONS FOR THE CAF ARE FOR MONIES COLLECTED BYINDIVIDUAL UNITS, LOCATED THROUGHOUT THE UNITED STATES, FOR ENTRYINTO THEIR FACILITIES. FACILITIES ARE OPENED TO VISITORS,TOURISTS, SCHOOL GROUPS, ETC. TO VIEW THE AIRCRAFT AND EDUCATIONALEXHIBITS WITHIN THE FACILITIES. 15020752 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 188 0 1 46 1 1 1 1 CA 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 1 1 1 0 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO FL GA IL IN KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA SC TN TX UT VA WA WV WI X LINDSEY PENA 8777677175 PO BOX 764769 DALLAS TX 75376 BOB LAWRENCE GENERAL STAFF MEMBER 5.00 X 0 0 0 MARK NOVAK GENERAL STAFF MEMBER 5.00 X 0 0 0 DOUG REZENDAAL CHIEF OF STAFF 5.00 X 0 0 0 COL GERALD OLIVER GENERAL STAFF MEMBER 5.00 X 0 0 0 STEVE BARBER GENERAL STAFF MEMBER 5.00 X 0 0 0 PHILIP BEEGLE GENERAL STAFF MEMBER 5.00 X 0 0 0 JORDAN BROWN GENERAL STAFF MEMBER 5.00 X 0 0 0 DEENA CLAUSEN GENERAL STAFF MEMBER 5.00 X 0 0 0 DENNIS FENNESSEY GENERAL STAFF MEMBER 5.00 X 0 0 0 DENNIS SCHELL GENERAL STAFF MEMBER 5.00 X 0 0 0 KENT TAYLOR GENERAL STAFF MEMBER 5.00 X 0 0 0 STEVE BROWN THRU 08-17-18 PRESIDENT 50.00 X 457661 0 0 FLOYD HOUDYSHELL SECRETARY / TREASURER 50.00 X 174813 0 0 ROZELYN BECK VP OF PHILANTHROPY & DEVEL 5.00 X 102596 0 0 WILLIAM V SHEPARD VP OF EDUCATION 5.00 X 107907 0 0 ADAM SMITH FORMER EXECUTIVE VP 40.00 X 143053 0 0 DAVID OLIVER EXECUTIVE VICE-PRESIDENT 40.00 X 129662 0 0 1115692 0 0 6 0 1 0 AIR CAPITAL INSURANCE LLC PO BOX 458 WICHITA KS 67201 AVIATION INSURANCE 1042020 HOLLIS TRUCKING TERRY HOLLIS PO BOX 9216 COLUMBUS MS 39705 TRANSPORTATION 214000 2 1125294 1315474 2790948 140272 6440624 11812612 AIRSHOW REVENUE 711130 8092562 8092562 SPECIAL EVENTS 713990 1236576 1236576 ANUAC FEES 900099 552352 552352 MUSEUM ADMISSIONS 900099 393659 393659 HANGAR INCOME 713990 196283 196283 511096 511096 10982528 70250 70250 24362 0 24362 24362 24362 2665990 1315474 2665990 0 1040879 681489 359390 359390 MISCELLANEOUS REVENUE 900099 147374 147374 INSURANCE RECOVERY 900099 130600 130600 FUEL SALES 900009 71342 71342 75049 68007 7042 424365 23673507 11783603 7042 70250 X 2324979 740194 1584785 50397 50397 370562 7909 362653 168563 168563 61249 54616 6633 100474 15389 85085 500093 500093 623260 609080 14180 21043 21043 1197767 1024689 173078 430487 305342 125145 9229 9229 191496 87254 104242 2508110 1000 2507110 814942 677721 137221 1100610 1100610 AIRCRAFT MAINTENANCE 3127665 3115408 12257 AIRSHOW EXPENSE 2166941 1705806 461135 DIRECT MAIL PRINTING 1462848 1462848 FUEL & OIL EXPENSE 1089342 1088983 359 6230548 4465708 1061791 703049 24550605 15020752 6863863 2665990 7548829 8542740 792799 612368 3334634 2784582 828949 836583 607425 753266 25645600 11114201 15062196 14531399 974601 2156036 72803 52045 49890 28419 29272126 30297438 1691290 930563 5187 486077 2430354 2352834 2237839 2504799 6364670 6274273 X 20680885 21541431 1986571 2211734 240000 270000 22907456 24023165 29272126 30297438 X -877098 208157 1785600 -950 X X 0 1 X 1 0 X 7520908 6406074 12605276 14727061 11812612 53071931 13038916 15451152 15101481 13058389 1040879 57690817 20559824 21857226 27706757 27785450 12853491 110762748 0 0 0 110762748 169526 158829 80088 881828 94612 1384883 169526 158829 80088 881828 94612 1384883 98780 104044 93027 9469 0 305320 20828130 22120099 27879872 28676747 12948103 112452951 0.98500 0.98300 0.01230 0.01310 X 9684849 882184 173799 1376753 9364079 11431295 284641 2031087 9684849 11456840 1431756 1457301 11431295 1476070 11171088 1190318 11456840 455705 2056035 1035670 1476070 0.04000 0.95000 0.01000 0 1 1 15000 15000 14448457 4836056 9612401 6429218 2178335 4250883 1156587 977954 178633 3596338 3121856 474482 14531399 SHORT TERM INVESTMENTS 2156036 F 2156036 A/P - INTERCOMPANY 2504799 2504799 26348753 208157 1785600 681489 2675246 23673507 0 23673507 25232094 681489 681489 24550605 0 24550605 PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS 681,489. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 681,489. X X X X 1 EDGE DIRECT LLC C/O CAF PO BOX 764769 DALLAS TX 75376 FUNDRAISING COUNSEL 0 3981464 500094 2165896 3981464 500094 2165896 AL AK AZ AR CA CO CT DE FL GA HI ID IL ND NC NY NM NJ NH NV NE MI MA MD ME LA KY KS IA IN OH OK OR PA RI SC SD TN TX UT VT WA WV WI WY MT MO MS MN VA CAF RED TAIL SQUADRON - UNITS 1436995 466328 970667 970668 COMMEMORATIVE AIR FORCE - HQ 2544469 849146 1695323 1695322 3981464 1315474 2665990 2665990 2665990 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) AGENCY FEES ARE PAID TO THE PROFESSIONAL FUNDRAISER. X 1 0 0 0 0 0 0 0 0 STEVE BROWN THRU 08-17-18 PRESIDENT 457661 0 0 0 0 0 0 0 0 0 457661 0 0 0 FLOYD HOUDYSHELL SECRETARY / TREASURER 174813 0 0 0 0 0 0 0 0 0 174813 0 0 0 PART I, LINE 4A STEVE BROWN FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A NON VOTING MEMBERSHIP IS NOT RESTRICTED. REGULAR, LIFE, ASSOCIATE AND CADET (AGES 13-23) MEMBERSHIPS ARE AVAILABLE. NATIONAL ELECTION VOTING RIGHTS AND THE OPPORTUNITY TO HOLD A UNIT LEVEL OFFICE ARE AVAILABLE ONLY TO INDIVIDUALS (18 AND OVER) HOLDING A COLONEL MEMBERSHIP. MEMBERS OF THE CAF ARE ALLOWED TO SUBMIT NOMINEES FOR ELECTIN TO THE CAF GENERAL STAFF TO THE V.P. OF ADMINISTRATION. IN ACCORDANCE WITH CAF'S BYLAWS, ABSENTEE BALLOTS ARE MAILED TO ALL COLONELS REQUESTING THEM. ALL ELECTION BALLOTS ARE TIMELY COLLECTED AND COUNTED BY THE ORGANIZATION'S INDEPENDENT AUDITOR. FORM 990, PART VI, SECTION B, LINE 11B WHILE, NOT ALL DIRECTORS EXAMINE THE RETURNS BEFORE THEY ARE FILED, COPIES OF THE TAX RETURNS ARE REVIEWED AND APPROVED BY THE SECRETARY/TREASURER (LINDSEY PENA) PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POLICIES ARE REVIEWED BY THE BOARD (GENERAL STAFF) IN TIMELY INTERVALS TO ENSURE ENFORCEMENT & COMPLIANCE. ANY CONFLICTS WOULD BE DISCLOSED AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A ALL PROCESSES ARE ACCURATELY DOCUMENTED IN THE ORGANIZATION'S MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 POLICIES & OTHER INFORMATION ARE MADE AVAILABLE BY REQUEST OR ON THE ORGANIZATION'S MEMBER WEBSITE. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC STEVE BROWN THRU 08-17-18 - P.O. BOX 764769, DALLAS, TX 75376. FLOYD HOUDYSHELL - P.O. BOX 764769, DALLAS, TX 75376. BOB LAWRENCE - 111 W ESSEX AVE, KIRKWOOD, MO 63122-3901. MARK NOVAK - 71282 638 AVE, DAWSON, NE 68337-1711. DOUG REZENDAAL - 1515 18TH ST SW, MASON CITY, IA 50401-5605. COL GERALD OLIVER - 6310 DOUGLAS ST, PLANO, TX 75093-6503. ROZELYN BECK - P.O. BOX 764769, DALLAS, TX 75376. WILLIAM V. SHEPARD - P.O. BOX 764769, DALLAS, TX 75376. STEVE BARBER - P.O. BOX 764769, DALLAS, TX 75376. PHILIP BEEGLE - P.O. BOX 764769, DALLAS, TX 75376. JORDAN BROWN - P.O. BOX 764769, DALLAS, TX 75376. DEENA CLAUSEN - P.O. BOX 764769, DALLAS, TX 75376. DENNIS FENNESSEY - P.O. BOX 764769, DALLAS, TX 75376. DENNIS SCHELL - P.O. BOX 764769, DALLAS, TX 75376. KENT TAYLOR - P.O. BOX 764769, DALLAS, TX 75376. ADAM SMITH - P.O. BOX 764769, DALLAS, TX 75376. FORM 990, PART IX, LINE 24E CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 928,052. MANAGEMENT AND GENERAL EXPENSES 154,365. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,082,417. ALL OTHER OPERATING EXPENSES: PROGRAM SERVICE EXPENSES 627,621. MANAGEMENT AND GENERAL EXPENSES 243,244. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 870,865. DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 703,049. TOTAL EXPENSES 703,049. ANNUAC EXPENSE: PROGRAM SERVICE EXPENSES 563,864. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 563,964. TOUR EXPENSE: PROGRAM SERVICE EXPENSES 519,246. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 519,246. SUPPLIES: PROGRAM SERVICE EXPENSES 185,459. MANAGEMENT AND GENERAL EXPENSES 187,585. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 373,044. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 318,204. MANAGEMENT AND GENERAL EXPENSES 43,236. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 361,440. TRANSFER - AIRCRAFT ACCOUNTS: PROGRAM SERVICE EXPENSES 334,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,470. BANK CHARGES & CREDIT CARD FEE: PROGRAM SERVICE EXPENSES 239,374. MANAGEMENT AND GENERAL EXPENSES 68,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,974. EXHIBITS EXPENSE: PROGRAM SERVICE EXPENSES 269,775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 269,775. PRINTING & REPRODUCTION: PROGRAM SERVICE EXPENSES 80,508. MANAGEMENT AND GENERAL EXPENSES 148,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 229,006. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 148,125. MANAGEMENT AND GENERAL EXPENSES 17,819. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,944. SHIPPING, POSTAGE & FREIGHT: PROGRAM SERVICE EXPENSES 65,668. MANAGEMENT AND GENERAL EXPENSES 83,280. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,948. SAFETY EXPENSE: PROGRAM SERVICE EXPENSES 90,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,539. LICENSE & PERMIT: PROGRAM SERVICE EXPENSES 9,311. MANAGEMENT AND GENERAL EXPENSES 81,008. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,319. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 25,810. MANAGEMENT AND GENERAL EXPENSES 33,973. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,783. SALES & OTHER TAXES: PROGRAM SERVICE EXPENSES 32,316. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,316. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 8,637. MANAGEMENT AND GENERAL EXPENSES 21,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,683. MCRP EXPENSE: PROGRAM SERVICE EXPENSES 15,568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,568. ENTERTAINMENT: PROGRAM SERVICE EXPENSES 3,161. MANAGEMENT AND GENERAL EXPENSES 7,361. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,522. TRANSPORTATION EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,025. INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -30,349. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -30,349. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT -950. PART XII FINANCIAL STATEMENTS & REPORTING LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. AMENDED RETURN EXPLANATIONS 1. FORM 990 PAGE 7, PART VII, SECTION A: ADDED EMPLOYEE (17) DAVID OLIVER AND CORRECTLY APPLIED SALARY OF $129,662. 2. FORM 990 PAGE 9, PART VIII, LINES 1E & 1F: RECLASSIFIED CONTRIBUTIONS TO CORRECTLY REPORT GOVERNMENT GRANTS AND ALL OTHER CONTRIBUTIONS. 3. FORM J, PART I, LINE 4A: RECORD COMPENSATION INFORMATION FOR STEVE BROWN. AMERICAN AIRPOWER HERITAGE MUSEUM PO BOX 764769 DALLAS TX 75376 742553763 PUBLIC ENJOYMENT TX 501(C) 509(A) 0 AMERICAN AIRPOWER HERITAGE FOUNDATION PO BOX 764769 DALLAS TX 75376 742318005 ASSIST FUNDING TX 501(C) 509(A) 0 AMERICAN AIRPOWER HERITAGE FLYING MUSEUM PO BOX 764769 DALLAS TX 75376 742554138 MUSEUM TX 501(C) 509(A) 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 AAHM & AAHF - TO 2504799 AAHM & AAHF - FROM 2402352 WINGS OVER HOUSTON INC 1807 BRITTMOORE RD HOUSTON TX 77043 273783881 WING