2013-10-02T17:36:54-05:00 2012-12-31 750786316 WEAVER AND TIDWELL LLP 400 W ILLINOIS SUITE 1550 MIDLAND TX 79701 990 2012-01-01 741484491 THE COMMEMORATIVE AIR FORCE COMM 4325631000 PO BOX 62000 MIDLAND TX 797112000 FLOYD HOUDYSHELL 4325631000 2013-09-23 1 JAMES R FLATT P00444540 4326835226 2012 2016-02-25 16:41:14Z FLOYD HOUDYSHELL POBOX 62000 MIDLAND TX 797112000 19483980 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 150678 84723 5183892 5313081 7153784 8121227 37324 240926 437881 3692107 12812881 17367341 0 0 0 0 1571456 2414364 156039 292398 2523609 10962661 15846674 12690156 18553436 122725 -1186095 18313308 19440427 3471623 4331355 14841685 15109072 X 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 8072482 6658491 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. 2045029 1646026 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. 430532 292376 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. 211675 289589 ALL OTHER PROGRAM SERVICE ACTIVITIES 211675 289589 10759718 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 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 145 0 1 46 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 1 1 1 1 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 FLOYD HOUDYSHELL 4325631000 9600 WRIGHT DR MIDLAND TX 79706 COL STEVE BARBER 5.00 X 0 0 0 COL NEILS AGATHER 5.00 X 0 0 0 COL RICK BELL 5.00 X 0 0 0 COL RANDY WILSON 5.00 X 0 0 0 COL CHARLIE WOOD 5.00 X 0 0 0 COL KEITH WOOD 5.00 X 0 0 0 COL LARRY TURNER 5.00 X 0 0 0 COL KIM PARDON 5.00 X 0 0 0 COL RANDY BUTTRAM 5.00 X 0 0 0 COL JW DON JOHNSON 5.00 X 0 0 0 COL LARRY LUMPKIN 5.00 X 0 0 0 STEVE BROWN 50.00 X 296513 0 0 FLOYD HOUDYSHELL 50.00 X 137344 0 0 433857 0 0 2 0 1 0 0 956492 746605 614893 2995091 5313081 AIRSHOW REVENUE 711130 6658491 6658491 ANUAC FEES 900099 545336 545336 MUSEUM ADMISSIONS 900099 292376 292376 WING & SQUADRON DUES 713990 251955 251955 HANGAR INCOME 713990 153168 153168 219901 219901 8121227 40853 40853 91 199982 200073 200073 2498325 746605 0 2498325 2498325 1094100 1019814 74286 -71172 145458 1374674 1096825 277849 PAYROLL REIMBURSEMENTS 900009 529839 529839 MISCELLANEOUS REVENUE 900099 185088 185088 REFUNDS & REBATES 900099 86551 86551 40169 34949 5220 841647 17367341 8886482 150678 2739251 X 296514 281688 14826 1748704 358983 1382854 6867 34295 34295 216990 1350 215640 117861 117861 200663 200643 20 95882 22708 73174 292398 292398 370457 355527 11339 3591 36349 36349 3500 3500 1638975 746547 892428 370155 260821 109334 68671 68671 186697 10000 176697 671491 372256 299235 730125 680370 49755 AIRSHOW EXPENSE 1920101 1517826 402275 AIRCRAFT MAINTENANCE 1741827 1741827 FUEL & OIL EXPENSE 1242139 1241365 774 MISC & OTHER OPERATING 976459 488230 488229 5593183 2656245 731011 2205927 18553436 10759718 5270109 2523609 3189528 4236278 1461267 1178659 693359 1114471 687764 905483 421997 499901 15458999 5183273 11052904 10275726 731047 1157632 9693 9391 65749 62886 18313308 19440427 883922 1487331 139169 36581 2066679 1999041 472379 808402 3471623 4331355 X 13956145 14348760 650540 525312 235000 235000 14841685 15109072 18313308 19440427 X -1186095 56088 1397392 2 X X 0 1 X 1 0 X 6491536 4444189 5949455 5306809 5313081 27505070 8129187 6575323 7127557 7093815 11667876 40593758 14620723 11019512 13077012 12400624 16980957 68098828 0 0 0 68098828 661413 61847 525330 37324 240926 1526840 661413 61847 525330 37324 240926 1526840 85800 114106 927 93989 145458 440280 144708 144708 15512644 11195465 13603269 12531937 17367341 70210656 0.96990 0.95800 0.02170 0.02480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 455457 2250248 2250000 455705 278166 1195076 1017785 455457 419337 141171 278166 2394870 171816 2566686 1926065 468805 2394870 0.10290 0.89720 0 1 1 16500 16500 7285001 2113922 5171079 5688529 1501301 4187228 1372241 1144623 227618 1096728 423427 673301 10275726 SHORT TERM INVESTMENTS 1157632 F 1157632 A/P - INTERCOMPANY 808402 808402 20407621 56088 1397392 2116639 3570119 16837502 529839 529839 17367341 20140236 2116639 2116639 18023597 529839 529839 18553436 PART XI, LINE 2D - OTHER ADJUSTMENTS: GAMING INCOME 1,019,814. COGS 1,096,825. PART XI, LINE 4B - OTHER ADJUSTMENTS: PAYROLL REIMBURSEMENTS 529,839. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES 1,019,814. COGS 1,096,825. PART XII, LINE 4B - OTHER ADJUSTMENTS: P/R REIMBURSEMENTS 529,839. X X X X 1 FUND RAISING STRATEGIES INC DIRECT 1420 SPRING HILL ROAD MCLEAN VA 22102 FUNDRAISING COUNSEL 0 3244930 292398 2205926 3244930 292398 2205926 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 2075366 485378 1589988 COMMEMORATIVE AIR FORCE - HQ 1169564 261227 908337 3244930 746605 2498325 2498325 253174 255000 5299 64047 0 840926 601528 17601 76339 0 1094100 856528 22900 140386 1019814 74286 TX GA 1 THE ORGANIZATION IS LICENSED TO OPERATE GAMING ACTIVITIES IN GA & TX ONLY. 0 0 0 0.10000 0.90000 FLOYD HOUDYSHELL PO BOX 62000 MIDLAND TX 797112000 0 RAY PIERSON MR PIERSON VOLUNTEERS FOR CAF AS BINGO CHAIRPERSON. 1 79957 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) AGENCY FEES ARE PAID TO THE PROFESSIONAL FUNDRAISER. LINE 13 SCHEDULE G, PART III, GAMING BINGO ACTIVITIES IN GEORGIA ARE CONDUCTED AT THE FACILITY. 1 AMERICAN AIRPOWER HERITAGE MUSEUM PO BOX 62000 MIDLAND TX 79711 742553763 503(C)(3) 45743 TO FURTHER CHARITABLE PURPOSE AMERICAN AIRPOWER HERITAGE FOUNDATION PO BOX 62000 MIDLAND TX 79711 742318005 503(C)(3) 164268 TO FURTHER CHARITABLE PURPOSE 2 X 0 0 0 0 0 0 0 0 0 STEVE BROWN 296513 0 0 0 0 0 0 0 0 0 296513 0 259771 0 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 11 WHILE, NOT ALL DIRECTOS EXAMINE THE RETURNS BEFORE THEY ARE FILED, COPIES OF THE TAX RETURNS ARE REVIEWED AND APPROVED BY THE SECRETARY/TREASURER (FLOYD HOUDYSHELL) PRIOR TO THEIR 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII STEVE BROWN - P.O. BOX 62000, MIDLAND, TX 79711-2000. FLOYD HOUDYSHELL - P.O. BOX 62000, MIDLAND, TX 79711-2000. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 24E DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 625,034. TOTAL EXPENSES 625,034. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 510,537. MANAGEMENT AND GENERAL EXPENSES 110,469. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 621,006. ANNUAC EXPENSE: PROGRAM SERVICE EXPENSES 576,608. MANAGEMENT AND GENERAL EXPENSES 1,850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 578,458. DIRECT MAIL PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 577,217. TOTAL EXPENSES 577,217. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 422,636. MANAGEMENT AND GENERAL EXPENSES 17,603. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 440,239. TRANSFER - AIRCRAFT ACCOUNTS: PROGRAM SERVICE EXPENSES 377,716. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377,716. DIRECT MAIL FULFILLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 358,717. TOTAL EXPENSES 358,717. DM MAILHOUSE / LASER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 274,862. TOTAL EXPENSES 274,862. TOUR EXPENSE: PROGRAM SERVICE EXPENSES 187,112. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 187,112. PRINTING & REPRODUCTION: PROGRAM SERVICE EXPENSES 77,756. MANAGEMENT AND GENERAL EXPENSES 106,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184,319. BANK CHARGES & CREDIT CARD FEE: PROGRAM SERVICE EXPENSES 141,107. MANAGEMENT AND GENERAL EXPENSES 37,535. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,642. DIRECT MAIL LIST RENTAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 144,370. TOTAL EXPENSES 144,370. SHIPPING, POSTAGE & FREIGHT: PROGRAM SERVICE EXPENSES 42,929. MANAGEMENT AND GENERAL EXPENSES 83,078. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,007. AIRCRAFT ACQUISITION EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 120,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,000. MCRP EXPENSE: PROGRAM SERVICE EXPENSES 115,930. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,930. SALES & OTHER TAXES: PROGRAM SERVICE EXPENSES 100,199. MANAGEMENT AND GENERAL EXPENSES 23. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,222. HQ OVERHEAD & OTHER EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 97,987. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,987. DIRECT MAIL OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 68,569. TOTAL EXPENSES 68,569. DIRECT MAIL DATA PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 66,413. TOTAL EXPENSES 66,413. DESIGNATED EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 54,510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,510. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 30,894. MANAGEMENT AND GENERAL EXPENSES 17,305. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,199. DIRECT MAIL BACK - END: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 47,412. TOTAL EXPENSES 47,412. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 15,173. MANAGEMENT AND GENERAL EXPENSES 27,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,781. DIRECT MAIL FRONT - END PREM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 29,248. TOTAL EXPENSES 29,248. LICENSE & PERMIT: PROGRAM SERVICE EXPENSES 8,112. MANAGEMENT AND GENERAL EXPENSES 19,601. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,713. ENTERTAINMENT: PROGRAM SERVICE EXPENSES 12,609. MANAGEMENT AND GENERAL EXPENSES 7,556. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,165. RELOCATION EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,315. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,315. SAFETY EXPENSE: PROGRAM SERVICE EXPENSES 13,218. MANAGEMENT AND GENERAL EXPENSES 1,217. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,435. DIRECT MAIL ESCROW: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,085. TOTAL EXPENSES 14,085. TOOLS & EQUIPMENT: PROGRAM SERVICE EXPENSES 12,950. MANAGEMENT AND GENERAL EXPENSES 232. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,182. EXHIBITS EXPENSE: PROGRAM SERVICE EXPENSES 7,731. MANAGEMENT AND GENERAL EXPENSES 2,872. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,603. TRANSPORTATION EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,164. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,164. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 3,028. MANAGEMENT AND GENERAL EXPENSES 2. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,030. ADVOCACY, DONATION & SCHOLARSHIP EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,994. EMPL TRAIN & BOARD DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,527. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,527. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING 2. YES AMERICAN AIRPOWER HERITAGE MUSEUM PO BOX 62000 MIDLAND TX 79711 742553763 PUBLIC ENJOYMENT TX 501(C) 509(A) 0 AMERICAN AIRPOWER HERITAGE FOUNDATION PO BOX 62000 MIDLAND TX 79711 742318005 ASSIST FUNDING TX 501(C) 509(A) 0 AMERICAN AIRPOWER HERITAGE FLYING MUSEUM PO BOX 62000 MIDLAND TX 79711 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 186697 AAHM & AAHF 562503 ENDOWMENT FUNDS SCHEDULE D, PART V THE AAHF CONTROLS AND ADMINISTERS THE ENDOWMENTS FOR THE CAF. WINGS OVER HOUSTON INC 1807 BRITTMOORE RD HOUSTON TX 77043 273783881 WING AMERICAN AIRPOWER HERITAGE FOUNDATION OF ARIZONA INC 2017 N GREENFIELD RD MESA AZ 85215 263043675 AMER AMERICAN AIRPOWER HERITAGE FOUNDATION OF MINNESOTA INC 310 AIRPORT RD HANGAR 3 FLEMING FLD SOUTH ST PAUL MN 55075 263043713 AMER