EAA AVIATION FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EAA AVIATION FOUNDATION INC (EIN 39-1033301)
- Tax period
- 2014-03-01 to 2015-02-28
- Filed
- 2015-11-30
- IRS object ID
- 201523349349300757
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-30T14:17:00-06:00 | ReturnTs |
| Tax Period End | 2015-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391033301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAA Aviation Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN WIERZBINSKI | InCareOfNm |
| Business Name Control | EAAA | BusinessNameControlTxt |
| Phone | 9204264800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3086 | AddressLine1Txt |
| City | Oshkosh | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549033086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WIERZBINSKI | PersonNm |
| Person Title | EXECUTIVE VP | PersonTitleTxt |
| Phone | 9204264800 | PhoneNum |
| Signature | 2015-11-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel V Romano | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Brian Wierzbinski | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Poberezny Road | AddressLine1Txt |
| City | Oshkosh | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,568,177 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.eaa.org/support | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Receive, hold, and invest funds and use the earnings therefrom for the support of EAA, Inc. The foundation also holds title to and leases certain property used by EAA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $15,091 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,095 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,064,895 | PYContributionsGrantsAmt |
| CY Contributions Grants | $385,041 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,009,703 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,009,703 | CYProgramServiceRevenueAmt |
| PY Investment Income | $583,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $909,064 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,861 | PYOtherRevenueAmt |
| CY Other Revenue | $19,390 | CYOtherRevenueAmt |
| PY Total Revenue | $2,676,994 | PYTotalRevenueAmt |
| CY Total Revenue | $2,323,198 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,087,119 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $909,551 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $418,406 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,627,644 | PYOtherExpensesAmt |
| CY Other Expenses | $1,618,960 | CYOtherExpensesAmt |
| PY Total Expenses | $2,714,763 | PYTotalExpensesAmt |
| CY Total Expenses | $2,528,511 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,769 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$205,313 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,620,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,832,926 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $604,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $750,491 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,016,106 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,082,435 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EAA AVIATION FOUNDATION IS ORGANIZED AND OPERATED IN ORDER TO SUPPORT THE EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. (EAA), A SEPARATE 501(C)(3) ORGANIZATION. THE ORGANIZATION, THROUGH THE CONDUCT OF ITS ACTIVITIES, RECEIVES, HOLDS, AND INVESTS FUNDS AND USES THE EARNINGS THEREFROM FOR THE BENEFIT OF EAA AND ALSO HOLDS TITLE TO CERTAIN ASSETS INCLUDING THE ORGANIZATION'S HEADQUARTERS, OTHER BUILDINGS, AND THE AVIATION MUSEUM COLLECTION. THE ORGANIZATION IS COMPENSATED UNDER A LEASE CONTRACT WITH EAA FOR THE USE OF THESE FACILITIES AND OTHER ASSETS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $909,551 | ExpenseAmt |
| Grant | $909,551 | GrantAmt |
| Desc | GRANT CONSISTENT WITH EAA AVIATION FOUNDATION'S PRIMARY EXEMPT PURPOSE TO EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. IN SUPPORT OF THE AFFILIATED ORGANIZATION'S GENERAL OPERATIONS, SCHOLARSHIPS, INTERNSHIPS, YOUNG EAGLES PROGRAM, OTHER YOUTH EDUCATION PROGRAMS, FLIGHT SAFETY PROGRAMS, SUPPORT OF WOMEN IN AVIATION, AND AVIATION MUSEUM COLLECTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $160,385 | ExpenseAmt |
| Revenue | $1,009,703 | RevenueAmt |
| Desc | LEASE OF OFFICE SPACE TO AN AFFILIATED EXEMPT ORGANIZATION, EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,069,936 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WIERZBINSKI | PersonNm |
| Phone | 9204264812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | Oshkosh | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Jack Pelton | |||||||
| President | 10.0 | 30.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stuart Auerbach | |||||||
| Vice President | 10.0 | 10.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John Vette | |||||||
| Secretary/Treasurer | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jon Jacobs | |||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Thomas W Wathen | |||||||
| Trustee Thru October 2014 | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Charles Ahearn | |||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Louis Andrew | |||||||
| Trustee as of October 2014 | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Brian Wierzbinski | |||||||
| Executive VP | 10.0 | 40.0 | Yes (X) | $0 | $293,546 | $47,580 | |
| Sean Elliott | |||||||
| Assistant Secretary | 10.0 | 40.0 | Yes (X) | $0 | $173,032 | $44,545 | |
| Tony Wihlm | |||||||
| Controller | 10.0 | 40.0 | Yes (X) | $0 | $126,387 | $29,238 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $592,965 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,363 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $38,978 | RelatedOrganizationsAmt |
| All Other Contributions | $346,063 | AllOtherContributionsAmt |
| Noncash Contributions | $16,955 | NoncashContributionsAmt |
| Total Contributions | $385,041 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT INCOME FROM AFFILIATED ORGANIZATION | Desc |
| Business | 531120 | BusinessCd |
| Total Revenue Column | $1,009,703 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,009,703 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,009,703 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $576,763 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,091 | UnrelatedBusinessRevenueAmt |
| Exclusion | $561,672 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,140 | TotalRevenueColumnAmt |
| Exclusion | $18,140 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,486,428 | SecuritiesAmt |
| Other | $90,852 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,166,480 | SecuritiesAmt |
| Other | $78,499 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319,948 | SecuritiesAmt |
| Other | $12,353 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,301 | TotalRevenueColumnAmt |
| Exclusion | $332,301 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,250 | TotalRevenueColumnAmt |
| Exclusion | $1,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,323,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,009,703 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,091 | UnrelatedBusinessRevenueAmt |
| Exclusion | $913,363 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,551 | TotalAmt |
| Program Services | $909,551 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95 | TotalAmt |
| Fundraising | $95 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,321 | TotalAmt |
| Management And General | $20,321 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,413 | TotalAmt |
| Fundraising | $103,413 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583 | TotalAmt |
| Fundraising | $583 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,161 | TotalAmt |
| Fundraising | $3,161 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,518 | TotalAmt |
| Program Services | $9,228 | ProgramServicesAmt |
| Management And General | $52,290 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,498 | TotalAmt |
| Fundraising | $3,498 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,510 | TotalAmt |
| Program Services | $50,461 | ProgramServicesAmt |
| Management And General | $370,049 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,269 | TotalAmt |
| Management And General | $17,269 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $924,333 | $100,696 | $580,155 | $243,482 |
| LIFE INS PREMIUM EXP- INVESTM. | $38,819 | $38,819 | ||
| DEVELOPMENT PROGRAM BENEFITS | $17,431 | $17,431 | ||
| ANNUITY PROGRAM BENEFIT PYMT | $4,481 | $4,481 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,528 | TotalAmt |
| Management And General | $85 | ManagementAndGeneralAmt |
| Fundraising | $3,443 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,528,511 | TotalAmt |
| Program Services | $1,069,936 | ProgramServicesAmt |
| Management And General | $1,040,169 | ManagementAndGeneralAmt |
| Fundraising | $418,406 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,177 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,555 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,036 | BOYAmt |
| EOY | $19,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,793,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,465,068 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,257,424 | BOYAmt |
| EOY | $6,328,014 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,726,878 | BOYAmt |
| EOY | $22,902,129 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,225,560 | BOYAmt |
| EOY | $3,372,144 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,366,510 | BOYAmt |
| EOY | $8,203,746 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,620,585 | BOYAmt |
| EOY | $40,832,926 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,590 | BOYAmt |
| EOY | $574,798 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,889 | BOYAmt |
| EOY | $175,693 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,479 | BOYAmt |
| EOY | $750,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,025,040 | BOYAmt |
| EOY | $24,856,857 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,645,239 | BOYAmt |
| EOY | $1,672,297 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,345,827 | BOYAmt |
| EOY | $13,553,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,016,106 | BOYAmt |
| EOY | $40,082,435 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,620,585 | BOYAmt |
| EOY | $40,832,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$205,313 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $123,101 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $148,541 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $845,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $986,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $444,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,064,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,041 | CurrentTaxYearAmt |
| Total | $3,726,708 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $845,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $986,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $444,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,064,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,041 | CurrentTaxYearAmt |
| Total | $3,726,708 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $882,915 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,843,793 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $531,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $520,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $585,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,812 | CurrentTaxYearAmt |
| Total | $2,669,806 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,095 | CurrentTaxYearAmt |
| Total | $29,932 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,250 | CurrentTaxYearAmt |
| Total | $1,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,427,696 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,039,518 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44243 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48794 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $15,131 | RevenuesIncludedAmt |
| Assets Included | $7,848,416 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,173,412 | BeginningYearBalanceAmt |
| Contributions | $389,300 | ContributionsAmt |
| Investment Earnings Or Losses | $1,175,013 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,140,668 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $22,597,057 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,121,193 | BeginningYearBalanceAmt |
| Contributions | $892,324 | ContributionsAmt |
| Investment Earnings Or Losses | $2,442,105 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,282,210 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $22,173,412 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,762,633 | BeginningYearBalanceAmt |
| Contributions | $313,412 | ContributionsAmt |
| Investment Earnings Or Losses | $1,175,838 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,130,690 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $20,121,193 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,700,872 | BeginningYearBalanceAmt |
| Contributions | $729,469 | ContributionsAmt |
| Investment Earnings Or Losses | $52,014 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,175,608 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$455,886 | OtherExpendituresAmt |
| End Year Balance | $19,762,633 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,287,079 | BeginningYearBalanceAmt |
| Contributions | $865,661 | ContributionsAmt |
| Investment Earnings Or Losses | $3,698,881 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,026,613 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,124,136 | OtherExpendituresAmt |
| End Year Balance | $19,700,872 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38116 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59978 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01905 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,456 | OtherCostOrOtherBasisAmt |
| Book Value | $351,456 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,396,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,815,018 | DepreciationAmt |
| Book Value | $5,581,742 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,037,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $714,517 | DepreciationAmt |
| Book Value | $323,411 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,170 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,982,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,911,363 | DepreciationAmt |
| Book Value | $71,405 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,328,014 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LAGERS LLC | $15,582 | F |
| BENE. INTEREST: PERPETUAL TRST | $3,133,005 | F |
| BENE. INTEREST: SPLIT AGRMNTS | $223,557 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,372,144 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MUSEUM DISPLAYS AND LIBRARY | $7,848,416 |
| CASH SURR. VALUE - LIFE INS. | $314,237 |
| INTEREST RECEIVABLE | $16,133 |
| CAPITAL ADDITION IN PROGRESS | $24,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,203,746 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT/ANNUITY PROGRAM RESERVE | Desc |
| Amt | $175,693 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $175,693 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,453,708 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $123,101 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $46,228 | OtherRevenueAmt |
| Revenue Not Reported | $169,329 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,284,379 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,819 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $38,819 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,323,198 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,387,379 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,387,379 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,819 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $102,313 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $141,132 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,528,511 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COLLECTIONS OF ART AND HISTORICAL TREASURES EXEMPT PURPOSE | Schedule D, Part III, Line 4 EAA FOUNDATION, TOGETHER WITH EAA, MAINTAINS A COLLECTION OF HISTORIC ARTIFACTS AND ARCHIVAL MATERIALS RELATED TO THE HISTORY OF RECREATIONAL AVIATION - NUMBERING APPROXIMATELY 200 AIRPLANES, 400 ENGINES, 20,000 OTHER ARTIFACTS, 20,000 BOOKS AND PERIODICALS, 1.2 MILLION PHOTOGRAPHS AND 6,000 HOURS OF FILM AND VIDEO. THOSE COLLECTIONS ARE LOANED TO THE EAA TO BE USED FOR EDUCATIONAL PURPOSES, THROUGH THE EXHIBITS AND PROGRAMS OF A WORLD-RENOWNED AVIATION MUSEUM OPEN TO THE GENERAL PUBLIC, THROUGH A PUBLIC RESEARCH LIBRARY, AND THROUGH A SERIES OF WEBSITES THAT ATTRACT IN EXCESS OF 10 MILLION VISITS PER YEAR. |
| INTENDED USES OF ORGANIZATION'S ENDOWMENT FUNDS | Schedule D, Part V, Line 4 THE INTENDED USES OF EAA AVIATION FOUNDATION, INC.'S ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT TO THE EXPERIMENTAL AIRCRAFT ASSOCIATION INC. FOR GENERAL OPERATIONS, SCHOLARSHIPS, INTERNSHIPS, YOUNG EAGLES PROGRAM, OTHER YOUTH EDUCATION PROGRAMS, FLIGHT SAFETY PROGRAMS, SUPPORT OF WOMEN IN AVIATION, AND AVIATION MUSEUM COLLECTIONS. ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 SCHEDULE D, PART X, LINE 2 As required by the uncertain tax position guidance, the Association and the Foundation recognize the financial statement benefit of a tax position only after determining that the relevant tax authority would more-likely-than-not sustain the position following an audit. For tax positions meeting the more-likely-than-not-threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant tax authority. The Association and the Foundation applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open and determined there were no material unrecognized tax benefits as of February 28, 2015 and 2014. As of February 28, 2015, the statute of limitations is no longer open for years before 2012 for federal income tax purposes. For state income tax purposes, the statute of limitations is no longer open for years before 2011. There were no interest or penalties related to income tax that have been accrued or recognized as of and for the years ended February 28, 2015 and 2014. |
| Reconciliation of Revenue | SCHEDULE D, PART XI, LINE 2d Outside Services ($102,313) Change in Beneficial Interest: split Interests 148,541 Total $46,228 |
| Reconciliation of Expenses | SCHEDULE D, PART XII, LINE 4B OUTSIDE SERVICES $102,313 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIMENTAL AIRCRAFT ASSOCIATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 390917537 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $909,551 | CashGrantAmt |
| Purpose Of Grant | GRANT - SEE FORM 990, PART III, LINE 4A | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2 IN JANUARY OF EACH YEAR, THE FOUNDATION AVERAGES ITS LAST THREE YEARS OF INVESTMENT BALANCES AS OF DECEMBER 31. 4% OF THE THREE YEAR AVERAGES IS TRANSFERRED TO EAA. THIS CALCULATION AND PAST YEAR TRANSFERS ARE REVIEWED AND APPROVED BY THE FOUNDATION BOARD OF TRUSTEES. THE FUNDS TRANSFERRED TO EAA ARE USED TO SUPPORT SCHOLARSHIPS OR SPECIFIC PROGRAMS IF THE ORIGINAL DONOR SO SPECIFIED. FOR AMOUNTS NOT RESTRICTED TO A SPECIFIC PURPOSE, THE FUNDS ARE USED TO SUPPORT EAA'S GENERAL OPERATING EXPENSES. IF EAA WERE TO CEASE TO EXIST OR SUBSTANTIALLY CHANGE FUNCTIONALLY, A SIMILAR NOT-FOR-PROFIT ORGANIZATION WOULD BE SOUGHT TO RECEIVE FUNDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Wierzbinski | ||||||||||||||
| Executive VP | $0 | $254,806 | $0 | $38,740 | $0 | $0 | $0 | $0 | $0 | $26,124 | $0 | $319,670 | $0 | $0 |
| Sean Elliott | ||||||||||||||
| Assistant Secretary | $0 | $151,683 | $0 | $21,349 | $0 | $0 | $0 | $0 | $0 | $33,028 | $0 | $206,060 | $0 | $0 |
| Tony Wihlm | ||||||||||||||
| Controller | $0 | $124,887 | $0 | $1,500 | $0 | $0 | $0 | $0 | $0 | $21,619 | $0 | $148,006 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Process for Determining Compensation of Top Management | Schedule J, Part I, Line 3 EAA Aviation Foundation, Inc. does not pay any compensation; however, Experimental Aircraft Association, Inc., a related party, does pay compensation. Experimental Aircraft Association, Inc. uses compensation surveys / studies and approval by the board or compensation committee. |
| Compensation Contingent on Revenues of the Organization | Schedule J, Part I, Line 5b One of the categories used to determine incentive compensation for the Officers and key employees is gross operating revenue. |
| Compensation Contingent on Net Earnings of the Organization | schedule j, part i, line 6b One of the categories used to determine incentive compensation for the Officers and key employees is net operating income. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,131 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | THIRD PARTIES AND NONCASH CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, LINE 32A EAA Foundation, Inc. may use a third-party to liquidate non-cash contributions unless they are used directly for the benefit of EAA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INDEPENDENCE OF VOTING MEMBERS OF THE GOVERNING BODY | Form 990, Part VI, Line 4 EAA AVIATION FOUNDATION, INC. REPORTS 6 OF 6 VOTING MEMBERS (AS OF THE LAST DAY OF THE FISCAL YEAR) TO BE INDEPENDENT. |
| CLASS OR CLASSES OF PERSONS WITH CERTAIN APPROVAL RIGHTS | Form 990, Part VI, Line 7b THE EAA AVIATION FOUNDATION'S BOARD MEMBER NOMINEES ARE APPROVED BY THE EXPERIMENTAL AIRCRAFT ASSOCIATION'S BOARD. THE EXPERIMENTAL AIRCRAFT ASSOCIATION IS A RELATED TAX-EXEMPT ORGANIZATION. |
| PROCESS THE ORGANIZATION USES TO REVIEW FORM 990 | Form 990, Part VI, Line 11 THE FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM AND REVIEWED BY ORGANIZATION MANAGEMENT. A DRAFT COPY OF THE RETURN WAS SENT ELECTRONICALLY TO THE FOUNDATION BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. A FINAL COPY WAS SENT TO THE BOARD OF TRUSTEES BEFORE THE FILING DEADLINE OF JANUARY 15TH. |
| ORGANIZATION'S PRACTICES FOR MONITORING CONFLICTS OF INTEREST | Form 990, Part VI, Line 12c ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN-HOUSE LEGAL COUNSEL REVIEWS ALL FORMS. ANY DISCLOSURES NOTED ARE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE TO REVIEW. |
| Process for Determining Compensation of top management | Form 990, Part VI, Line 15a-b THE EAA AVIATION FOUNDATION DOES NOT COMPENSATE ITS TRUSTEES NOR DOES IT HAVE ANY EMPLOYEES. THE DAY-TO-DAY MANAGEMENT OF THE FOUNDATION IS HANDLED BY THE EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. (EAA) AND ITS EMPLOYEES. EAA IS REIMBURSED FOR THE FOUNDATION'S PROPORTIONATE SHARE OF EXPENSES BASED ON TIME SPENT AND IS INCLUDED IN THE FOUNDATION'S ADMINISTRATIVE FEE EXPENSE. |
| ORGANIZATION'S POLICY REGARDING MAKING CERTAIN DOCUMENTS PUBLIC | Form 990, Part VI, Lines 18 & 19 THE 2015 FISCAL YEAR FORM 990 WILL BE POSTED TO THE ORGANIZATION'S WEBSITE, WWW.EAA.ORG, UPON THE FILING OF THE RETURN WITH THE IRS. THE ANNUAL AUDITED FINANCIAL STATEMENT IS AVAILABLE ON EAA'S WEBSITE WWW.EAA.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST, EITHER IN HARD COPY OR ELECTRONIC FORM, WHICHEVER IS REQUESTED. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST: SPLIT INTEREST AGREEMENTS $148,541 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIMENTAL AIRCRAFT ASSOCIATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3086 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390917537 | EIN |
| Primary Activities | AVIATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 09 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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