2015-03-14T19:19:56-05:00 2014-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2013-07-01 530261213 HELICOPTER ASSOCIATION INTERNATIONAL HELI 7036834646 1920 BALLENGER AVENUE ALEXANDRIA VA 223142898 MATTHEW S ZUCCARO PRESIDENT/CEO 7036834646 2015-03-14 1 FRANK H SMITH P00639053 2028225000 2015-03-13 2013 2016-02-25 16:41:14Z MATTHEW S ZUCCARO 1920 BALLENGER AVENUE ALEXANDRIA VA 223142898 15320516 0 X WWW.ROTOR.COM X 1988 DE TO PROVIDE SERVICES THAT BENEFIT HELICOPTER OPERATIONS, SAFETY, AND ENCOURAGE PROFESSIONALISM. 9 9 39 24 361374 -1500 348435 339267 10281326 10756606 757003 234410 367408 491338 11754172 11821621 0 0 0 0 4748877 4697909 0 0 0 7063000 7522285 11811877 12220194 -57705 -398573 33637969 33275904 19001437 19067301 14636532 14208603 X TO PROVIDE THE HELICOPTER ASSOCIATION INTERNATIONAL (THE ASSOCIATION) MEMBERS WITH SERVICES THAT DIRECTLY BENEFIT THEIR OPERATIONS, AND TO ADVANCE THE INTERNATIONAL HELICOPTER COMMUNITY BY PROVIDING PROGRAMS THAT ENHANCE SAFETY, ENCOURAGE PROFESSIONALISM AND ECONOMIC VIABILITY WHILE PROMOTING THE UNIQUE CONTRIBUTIONS THAT VERTICAL FLIGHT OFFERS SOCIETY. 0 0 MARKETING MEETINGS AND EXPOSITIONS: ANNUAL MEETING HELD TO FOSTER GROWTH OF THE CIVIL HELICOPTER INDUSTRY BY PROVIDING A FORUM WHERE HELICOPTER PROFESSIONALS CAN CONDUCT BUSINESS, NETWORK AND EXCHANGE INFORMATION AND IDEAS. GOVERNMENT AFFAIRS: MONITOR CURRENT REGULATORY ISSUES AND HOW THEY AFFECT THE HELICOPTER COMMUNITY. SAFETY AND EDUCATION: COURSES TO ENHANCE SAFETY IN THE HELICOPTER INDUSTRY. COMMUNICATIONS AND MEMBERSHIP: PROVIDE MEMBERS WITH SERVICES THAT DIRECTLY BENEFIT THEIR OPERATIONS, AND TO ADVANCE THE INTERNATIONAL HELICOPTER INDUSTRY BY PROVIDING PROGRAMS THAT ENHANCE SAFETY, ENCOURAGE PROFESSIONALISM AND ECONOMIC VIABILITY, WHILE PROMOTING THE UNIQUE CONTRIBUTIONS VERTICAL FLIGHT OFFERS TO SOCIETY. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 24 0 1 39 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X KEVIN COOPER 7036834646 1920 BALLENGER AVENUE ALEXANDRIA VA 223142898 ANTHONY W BURSON CHAIRMAN 1.00 1.00 X X 0 0 0 GALE WILSON VICE CHAIRMAN 1.00 1.00 X X 0 0 0 MAX LYONS TREASURER 1.00 1.00 X X 0 0 0 TORBJORN CORELL ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 DAVID BJELLOS DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER ERICKSON DIRECTOR 1.00 1.00 X 0 0 0 LYNN D MALMSTROM DIRECTOR 1.00 1.00 X 0 0 0 DANIEL B SCHWARZBACH DIRECTOR 1.00 1.00 X 0 0 0 JAMES O WISECUP DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW S ZUCCARO PRESIDENT/CEO 40.00 1.00 X 595303 0 73146 EDWARD F DICAMPLI EXEC. VP/CORPORATE SECRETARY 40.00 X 240472 0 43062 KEVIN COOPER CHIEF FINANCIAL OFFICER 40.00 X 143943 0 31722 ROXANNE R FOX ASSISTANT CORPORATE SECRETARY 40.00 X 124713 0 21484 KAREN GEBHART VP OF BUSINESS DEVELOPMENT 40.00 X 155390 0 35903 DAVID YORK VP OF REGULATIONS/INT'L AFFAIRS 40.00 X 140588 0 15712 ANN CAROLL VP OF GOVERNMENT AFFAIRS 40.00 X 134326 0 22075 STANLEY ROSE DIRECTOR OF SAFETY 40.00 X 113127 0 31723 REGINA KVITKOVICH DIRECTOR OF PUBLICATIONS & MEDIA 40.00 X 110482 0 27499 HAROLD SUMMERS DIRECTOR OF FLIGHT OPERATIONS 40.00 X 110168 0 31363 1868512 0 333689 10 0 1 0 CROWELL & MORING LLP PO BOX 75509 BALTIMORE MD 75509 LEGAL 263787 PRG LAS VEGAS 6050 S VALLEY VIEW BLVD LAS VEGAS NV 98118 CONVENTION FACILITIES SERVICES 232336 ARAMARK 800 W KATELLA ANAHEIM CA 92802 CONVENTION FACILITIES SERVICES 207510 CADMUS PSG PO BOX 922934 PHILADELPHIA PA 19182 PRINTING OF QUARTERLY PUB. 204759 ANAHEIM MARRIOT HOTEL 700 W CONVENTION WAY ANAHEIM CA 92802 LODGING & MEETING ACCOMODATIONS 167164 9 339267 339267 CONVENTION 900099 9086767 2574180 6512587 MEMBERSHIP DUES 900099 1308954 1308954 PROGRAM INCOME 900099 360885 360885 10756606 317052 317052 3416253 3498895 -82642 -82642 -82642 ADVERTISING 541800 406274 361374 44900 PUBLICATIONS SALES 900999 47180 47180 SUBLEASE INCOME 900099 34300 34300 3584 3584 491338 11821621 4291199 361374 6829781 X 1419220 2771627 216201 34744 256117 286608 34554 317960 12388 1695673 575 1282118 23909 670019 552194 596970 985390 613617 TAXES AND LICENSES 295505 DUES AND PUBLICATIONS 88378 MISCELLANEOUS EXPENSES 66427 12220194 1842148 493455 1560477 2365300 205834 287619 363992 519148 26851877 3053753 24648352 23798124 4934632 5759092 82534 53166 33637969 33275904 1616529 980139 3767412 4668538 13617496 13275425 0 143199 19001437 19067301 X 14636532 14208603 14636532 14208603 33637969 33275904 -398573 -29356 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1308954 317960 385463 703423 157074 546349 2500000 2500000 22501823 1971373 20530450 1850054 1082380 767674 23798124 INTEREST RATE SWAP CONTRACT 143199 143199 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X 1 1 X X X X 0 0 0 MATTHEW S ZUCCARO PRESIDENT/CEO 529303 0 66000 0 0 0 50708 0 22438 0 668449 0 0 0 EDWARD F DICAMPLI EXEC. VP/CORPORATE SECRETARY 238577 0 1895 0 0 0 20908 0 22154 0 283534 0 0 0 KEVIN COOPER CHIEF FINANCIAL OFFICER 142048 0 1895 0 0 0 12785 0 18937 0 175665 0 0 0 KAREN GEBHART VP OF BUSINESS DEVELOPMENT 153495 0 1895 0 0 0 14237 0 21666 0 191293 0 0 0 DAVID YORK VP OF REGULATIONS/INT'L AFFAIRS 138693 0 1895 0 0 0 12831 0 2881 0 156300 0 0 0 ANN CAROLL VP OF GOVERNMENT AFFAIRS 132431 0 1895 0 0 0 11979 0 10096 0 156401 0 0 0 PART I, LINE 1A THE CHAIRMAN AND PRESIDENT OF HAI ARE PROVIDED WITH FIRST-CLASS TRAVEL FOR THEMSELVES AND THEIR SPOUSES WHEN THEIR SPOUSE ACCOMPANIES THEM ON A BUSINESS TRIP, UNDER AN ACCOUNTABLE PLAN WHICH WAS APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS SEVEN CLASSES OF MEMBERS WHICH ARE THE REGULAR, HONORARY, ASSOCIATE, SUSTAINING, AFFILIATE, PILOT/MECHANIC MEMBERS, AND STUDENTS. OF THESE CLASSES, VOTING RIGHTS ARE LIMITED TO THE REGULAR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS COMPOSED OF DIRECTORS ELECTED BY THE REGULAR MEMBERS. THE DIRECTORS ARE ELECTED AT THE ANNUAL MEETING WHICH IS HELD IN JANUARY, FEBRUARY, OR MARCH OF EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B WHEN A QUORUM IS PRESENT AT ANY MEETING, THE VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS HAVING VOTING POWER VOTING, IN PERSON OR BY PROXY, ON A QUESTION CAN DECIDE ANY QUESTION BROUGHT BEFORE SUCH MEETING, UNLESS THE QUESTION IS ONE UPON WHICH BY EXPRESS PROVISION OF THE STATUTES NOTED IN THE ARTICLES OF INCORPORATION OR BY-LAWS INDICATE A DIFFERENT VOTE IS REQUIRED, IN WHICH CASE SUCH EXPRESS PROVISION GOVERNS AND CONTROLS THE DECISION OF SUCH QUESTION. FORM 990, PART VI, SECTION B, LINE 11 THE ASSOCIATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON SUBMISSION OF THE DRAFT FEDERAL FORM 990, IT IS REVIEWED BY THE PRESIDENT. THE FEDERAL FORM 990 IS THEN SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. ALL STAFF AND MEMBERS OF THE BOARD OF DIRECTORS OF THE ASSOCIATION SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE SIGNED DOCUMENTS ARE REVIEWED BY THE PRESIDENT & GENERAL COUNSEL AND KEPT BY THE EXECUTIVE VICE PRESIDENT. THE CONFLICT OF INTEREST POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY AS A CONDITION FOR HIRING OR BEGINNING NEW RELATIONSHIPS. IF A CONFLICTING INTEREST EXISTS, THE PRESIDENT WILL DETERMINE THE APPROPRIATE STEPS TO BE TAKEN UNDER THE CIRCUMSTANCES. POSSIBLE STEPS INCLUDE BUT ARE NOT LIMITED TO: REQUIRING THE INTERESTED EMPLOYEE TO REFRAIN FROM PARTICIPATING IN ANY DECISION OR POLICY MAKING IN A PENDING MATTER RELATING TO THE CONFLICTING INTEREST; REQUIRING THE EMPLOYEE TO DIVEST HIMSELF OR HERSELF OF THE CONFLICTING INTEREST; OR, IN SUFFICIENTLY SERIOUS SITUATIONS, TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION EXTENSIVELY USES SALARY SURVEYS AND INDEPENDENT REVIEWS BY OUTSIDE COMPENSATION PROFESSIONALS TO DETERMINE THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. EACH YEAR THE BOARD OF DIRECTORS IS PRESENTED WITH AND ASKED TO GIVE APPROVAL TO ANY PROPOSED AGGREGATE SALARY INCREASE AND IT IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION KEEPS ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ON FILE AT THE HEADQUARTERS BUILDING AND MAKES THEM AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST WITHIN THE LIMITS OF THE LAW. FORM 990, PART IX, LINE 11G OTHER CONTRACTS 1,671,476. BUILDING/FACILITIES CONTRACTS 23,313. PAYROLL PROCESSING SERVICES 884. HAI 1920 BALLENGER LLC 1920 BALLENGER AVENUE ALEXANDRIA VA 223142898 454893447 TO OWN AND OPERATE MIXED USE BUILDING DE 1385229 20196395 HELICOPTER ASSOCIATION INTERNATIONAL HELICOPTER FOUNDATION INTERNATIONAL INC 1920 BALLENGER AVENUE ALEXANDRIA VA 223142898 521297129 TO PRESERVE AND PROMOTE HELICOPTER HISTORY AND EDUCATION. DC 501(C)(3) LINE 7 HELICOPTER ASSOCIATION INTERNATIONAL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 HELICOPTER FOUNDATION INTERNATIONAL INC O 158047 FMV