2013-07-31T14:25:32-05:00 2012-12-31 MARY TORRETTA 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2012-01-01 520636210 Aircraft Owners & Pilots Association % ERICA SACCOIA SVP-FINANCE AIRC 3016952000 421 Aviation Way Suite Frederick MD 21701 ERICA SACCOIA 3016952000 2013-07-29 true 7038477500 2012 2016-02-24 21:20:13Z Craig L Fuller CEOPresident 421 Aviation Way Frederick MD 21701 104618901 false X www.AOPA.org X 1939 NJ Serves the interests and needs of its members and establishes, maintains & articulates position of leadership to promote the economy, safety, utility, & popularity of flight in General Aviation aircraft. 12 11 142 2392 47045 -17026 295808 401438 17286075 18000919 3836488 6037477 13052445 12617400 34470816 37057234 0 0 0 0 11820805 13297041 0 0 0 20010437 20625863 31831242 33922904 2639574 3134330 90333696 97854971 16784550 18658023 73549146 79196948 X AIRCRAFT OWNERS & PILOTS ASSOCIATION (AOPA), A NOT-FOR-PROFIT INDIVIDUAL MEMBERSHIP ORGANIZATION EFFECTIVELY SERVES THE INTERESTS AND NEEDS OF ITS MEMBERS AND ESTABLISHES, MAINTAINS, AND ARTICULATES POSITION OF LEADERSHIP TO PROMOTE THE ECONOMY, SAFETY, UTILITY AND POPULARITY OF FLIGHT IN GENERAL AVIATION AIRCRAFT. AOPA PRESERVES THE FREEDOM TO FLY BY ADVOCATING ON BEHALF OF OUR MEMBERS; EDUCATING PILOTS, NONPILOTS, AND POLICY MAKERS ALIKE; SUPPORTING ACTIVITIES THAT ENSURE THE LONG-TERM HEALTH OF GENERAL AVIATION; FIGHTING TO KEEP GENERAL AVIATION ACCESSIBLE TO ALL; AND SECURING SUFFICIENT RESOURCES TO ENSURE OUR SUCCESS. false false 29474016 18000919 General aviation pilots throughout the United States rely on the Aircraft Owners and Pilots Association (AOPA) to protect their freedom to fly. Serving nearly 400,000 members in 2012, AOPA advocates for the interests of general aviation pilots at all levels of government, provides the information pilots need to get the most from their flying, and delivers the tools to help keep general aviation safe, fun, and affordable. AOPA also reaches beyond the flying community to help educate decision makers and the public about the value and utility of general aviation. AOPA's work benefits not only our members, but also the entire general aviation community by helping to ensure that GA remains a vibrant and viable form of transportation and recreation for generations to come. At the same time, AOPA provides its members with an extensive portfolio of benefits that can be loosely grouped into three areas: advocacy, communications and education, and services. Advocacy In order to effectively manage the many issues that affect general aviation, AOPA's advocacy arm is divided into groups responsible for legislative affairs, regulatory affairs, operations and international affairs, and airports and state advocacy. Each of these groups works within its own area of expertise while coordinating across the entire advocacy team to support AOPA member interests. AOPA's legislative affairs staff is located in offices in Washington, D.C. This experienced team works to develop relationships with members of Congress in order to advance legislation that supports general aviation while fighting to prevent the imposition of mandates that make flying more costly, complicated, or restrictive. The group also works to draw attention to issues of importance to the general aviation community as a whole. AOPA's regulatory experts deliver the general aviation perspective and message to the Federal Aviation Administration (FAA), Transportation Security Administration (TSA), National Transportation Security Board (NTSB) and other federal agencies whose decisions and policies affect aviation. Among the broad issues continuously addressed by this group are pilot and medical certification, aircraft certification, maintenance, operations, fuel, and international regulatory harmonization. AOPA's operations and international affairs team focuses on issues related to air traffic services and advocates for policies and procedures that ensure general aviation users enjoy access to airspace and airports, operational flexibility, and safety. This group also helps keep members informed about the ever-changing airspace environment and they also address security matters and advocate for reasonable and appropriate security measures that recognize the unique nature of general aviation. To help organize and distribute information about AOPA's advocacy efforts to members, decision makers, and others, AOPA routinely produces briefing documents on current issues affecting the general aviation community. AOPA currently offers some 60 such briefs on subjects as diverse as charitable flying, the impact of user fees on general aviation, and the Large Aircraft Security Program. In addition to AOPA's efforts on the federal level, the Association also has a network of 7 regional managers and nearly 2,500 Airport Support Network volunteers who help keep AOPA informed about the issues affecting general aviation in their communities. Working through our volunteers, regional managers, and headquarters-based staff, AOPA promotes, protects, and defends community airports; advocates to maintain sufficient state and local funding for GA airports and infrastructure; works to prevent excess state taxation on flying; and protects general aviation pilots from unnecessary or inappropriate state and local regulation. During 2012, AOPA addressed more than 374 separate issues affecting all 50 states. Two of the largest "wins" for AOPA's state advocacy team in 2012 included securing a sales tax exemption on GA maintenance in Florida which will save Pilots between $16-$20 million per year. And after several years of Michigan lawmakers trying to raise the taxes on GA for extra airport money, AOPA initiated and got a bill passed that dedicates a portion of the existing sales tax on fuel to be reinvested into aviation. Work on the bill also stopped the movement to increase taxes. In addition to our work directly with lawmakers and policy makers, AOPA's advocacy team provides resources that can help pilots be their own advocates within their communities. These tools are designed to help pilots and aviation groups address common concerns and promote aviation in their areas. Available online, as DVDs, pamphlets, brochures, booklets, and fact sheets, these resources fall into six general categories: saving airports; talking to the media; facts, statistics, and glossaries; writing letters to defend GA; providing first-hand flight experiences; and introducing young people to flying. With more than two dozen such publications, many of which are updated annually, AOPA provides pilots with the background materials and practical guidance they need to be powerful advocates for GA. Pilots can also play an active role in securing their airports through AOPA's Airport Watch Program. Working in partnership with the Transportation Security Administration (TSA), AOPA has developed a nationwide program that helps pilots to observe and report suspicious activity-reducing the need for expensive and impractical regulation. AOPA's Airport Watch Program is supported by a centralized, government-provided, toll-free hotline (1-866-GA-SECURE). The Airport Watch Program provides warning signs for airports, informational literature, and training videos to educate pilots and airport employees. Detailed information is available at www.aopa.org/ADVOCACY/GET-INVOLVED/AIRPORT-SUPPORT-NETWORK. Pilots who want to do even more to help support GA and their local airports can join the AOPA Airport Support Network. In 2012, the network reached nearly 2,500 volunteers in place at airports nationwide. Volunteers take a leadership role at their airports, helping to promote their airports, keep AOPA informed about potential threats, work with community leaders and neighbors, and encourage pilots to respond appropriately to concerns about the airport. AOPA is also working to ensure the future viability of general aviation by developing and supporting efforts to grow the pilot population. In 2012, AOPA, through a related organization, launched the Center to Advance the Pilot Community (The Center). The first major initiative of the Center has been to support the development of a network of flying clubs. Extensive research has shown that flying clubs are a valuable part of the aviation landscape. Pilots involved with the most effective clubs find aviation more affordable and more accessible, and flying clubs create the type of supportive community that keeps pilots active and engaged. AOPA will work with flying clubs nationwide to provide the tools and resources clubs need to build on their own success and that of their members. We also continued the work that began a couple of years ago with the Flight Training Student Retention Initiative. This initial work is now beginning to translate into practical projects such as the Flight Training Excellence Awards, which recognizes flight schools and CFIs that provide top-notch training experiences. In 2012, the first year of this project, we received more than 2,400 nominations from satisfied students and customers. By recognizing the best in the business, we hope to promote best practices. To help flight schools, instructors, and students create the kind of collaborative training environment that produces success, we launched a collection of three Flight Training Field Guides. We will also be building on the success of the "My Flight Training" website, which gives students tools and information tailored to their training experience and recognizes their success at important milestones along the way. Communication and Education Communicating with our members about the issues that affect their flying has always been at the heart of AOPA's mission. Today, AOPA produces two monthly magazines, numerous electronic newsletters, a weekly video news program, streaming video, multiple web sites, meetings, and events-all with the goal of educating and informing our members, the larger aviation community, and the public. AOPA Pilot is AOPA's flagship magazine, and the most widely read aviation magazine in the world. Written by pilots for pilots, each issue brings readers the latest news affecting general aviation, including coverage of governmental and regulatory issues, updates on AOPA's advocacy efforts, news from aircraft and avionics manufacturers, and more. Readers are also treated to beautifully designed feature stories about the best flying destinations for general aviation pilots, piloting techniques, aircraft ownersh 29474016 false true false true false false false false false true true false false true true false true false false true false false false false false false false false true false false false false false false false true false false false false false true true true false true X 157 0 true 142 true true true true BF CJ false false true true false X 12 11 true false true false true true false true true false false true true true true true true true true true true AL AK AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X ERICA SACCOIA SVP-FINANCE 3016952000 421 AVIATION WAY Frederick MD 21701 X WILLIAM C TRIMBLE III 1.0 X X 0 0 0 PAUL C HEINTZ 1.0 X 0 0 0 HERMAN NEEL HIPP JR 1.0 X X 0 0 0 R ANDERSON PEW 1.0 X 0 0 0 MATTHEW J DESCH 1.0 X 0 0 0 BURGESS H HAMLET III 1.0 X 0 0 0 DARRELL W CRATE 1.0 X 0 0 0 LAWRENCE D BUHL III 1.0 X 0 0 0 CRAIG L FULLER 40.0 10.0 X X 687978 0 49326 JAMES G TUTHILL JR 1.0 X 0 0 0 AMANDA C FARNSWORTH 1.0 X 0 0 0 JAMES N HAUSLEIN 1.0 X 0 0 0 JOHN S YODICE 1.0 X 0 0 0 ERICA J SACCOIA 40.0 10.0 X 134072 0 13256 ROBERT H MORAN 40.0 10.0 X 454748 0 173104 DOUGLAS KITANI 40.0 10.0 X 501125 0 57075 MELISSA K RUDINGER 40.0 X 356717 0 65134 TIMOTHY J FORTUNE 40.0 X 268921 0 32116 LORRAINE C HOWERTON 40.0 X 238455 0 33451 CRAIG J SPENCE 40.0 X 195579 0 31046 MICHELLE T PETERSON 40.0 X 180962 0 22530 PHILIP B BOYER 1.0 1.0 X 132950 239891 0 ROGER C MYERS JR 1.0 X 265976 0 0 DIANA ROBERTS 20.0 1.0 X 105300 41490 10656 3522783 281381 487694 25 true true true Cooper Consulting Inc 11321 Bedfordshire Ave POTOMAC MD 20854 software consultant 574150 Marketing General 625 N Washington Street ALEXANDRIA VA 22314 Marketing Agency 1203637 Baker Botts LLP 1299 Pennsylvania Ave NW WASHINGTON DC 20004 Legal 970256 AOPA Membership Publications Inc 421 Aviation Way FREDERICK MD 21701 Mag Prod/Comm Svcs 8084013 VALTIM INCORPORATED PO Box 114 FOREST VA 24551 MARKETING 1408732 30 401038 400 401438 AOPA SUMMIT REVENUE 900099 1615164 1615164 MEMBERSHIP DUES 900099 16214173 16214173 AOPA ROUNDTABLE REVENUE 900099 171582 171582 18000919 1100893 1100893 0 10613290 10613290 725609 628494 97115 0 97115 97115 71869757 66933173 4936584 4936584 4936584 0 0 0 AD&D STABILIZATION RESERVE DISTRIBUTION 900099 336270 336270 COST SHARING 900099 1503081 1503081 ADVERTISING FEES 511190 47045 47045 20599 20599 1906995 37057234 18000919 47045 18607832 X 0 0 0 0 3501957 2951634 550323 0 7350764 6203698 1147066 1556770 1556770 650636 126597 524039 236914 1976317 -1739403 0 977475 888682 88793 271352 3034 268318 352064 352064 0 231504 231504 6098746 6009247 89499 449100 449100 110554 65454 45100 0 0 882991 472341 410650 1352689 1323755 28934 0 1786010 1772221 13789 43852 43852 0 959076 548910 410166 207701 191475 16226 POSTAGE, PREMIUM, EMAIL, PRINT 3441365 3422280 19085 RENTALS 934283 846661 87622 BANK & CREDIT CARD FEES 402500 365525 36975 DUES, LICENSES & SUBSCRIPTIONS 752934 660175 92759 1371667 844846 526821 33922904 29474016 4448888 0 X -146304 184617 0 0 0 0 2255637 4554318 0 0 0 0 0 0 0 0 1070444 1066215 23845187 11634750 9698264 12210437 61050734 60860893 9037307 10494601 0 0 5289385 5280835 2078229 3203055 90333696 97854971 5138691 5490550 0 0 10664331 10036601 0 0 0 0 0 0 0 2623993 0 0 981528 506879 16784550 18658023 X 73549146 79196948 0 0 0 0 73549146 79196948 90333696 97854971 X 3134330 -256987 2770459 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 640871 584609 1225480 4479440 6392061 6143749 4727752 1403521 1168026 235495 21460 10323225 4322975 6021710 12210437 10494601 F 10494601 0 AIRCRAFT RESERVES 195760 BUILDING RESERVES/MAINTENANCE 213104 DEFERRED RENT LIABILITY 98015 506879 X 60109031 -256987 22680290 22423303 37685728 -628494 -628494 37057234 56802468 22251070 22251070 34551398 -628494 -628494 33922904 RECONCILIATION OF REVENUE AND EXPENSE PER AUDITED FINANCIALS PART XI AND XII THE AUDITED FINANCIALS ARE PRESENTED ON A CONSOLIDATED BASIS. THE FOLLOWING CHANGES WERE MADE IN ORDER TO RECONCILE TO AOPA'S FORM 990: PART XI, LINE 2D: -EXCLUDE REVENUE FROM RELATED ORGANIZATIONS = ($22,959,219) -INVESTMENT RELATED FEES OFFSET INVESTMENT EARNINGS PER AUDITED FINANCIALS = $278,929 -TOTAL OTHER, LINE 2D = ($22,680,290) PART XI, LINE 4B: -REAL ESTATE EXPENSES WHICH OFFSET GROSS RENTS = ($628,494) PART XII, LINE 2D: -EXCLUDE EXPENSES FROM RELATED ORGANIZATIONS = ($22,529,999) -INVESTMENT RELATED FEES OFFSET INVESTMENT EARNINGS PER AUDITED FINANCIALS = $278,929 -TOTAL OTHER, LINE 2D = ($22,251,070) PART XII, LINE 4B: -REAL ESTATE EXPENSES WHICH OFFSET GROSS RENTS = ($628,494) FIN 48 FOOTNOTE - SCHEDULE D, PART X, LINE 2 The Association recognizes or derecognizes tax positions on a "more likely than not" threshold. This applies to a position taken or expected to be taken in a tax return. The Association does not believe it has any material uncertain tax positions. Central America and the Caribbean 0 0 Investments 9176842 0 0 0 0 9176842 9176842 false false false false false false X X X X true true X X X X X X true true false false false false false false false PHILIP B BOYER 0 0 0 0 132950 239891 0 0 132950 239891 0 ROGER C MYERS JR 149348 0 0 116628 0 0 265976 0 259614 CRAIG L FULLER 522421 0 113171 52386 0 0 687978 0 0 DIANA ROBERTS 99075 0 0 6225 41490 0 0 105300 41490 0 MELISSA K RUDINGER 210779 0 49379 96559 0 0 356717 0 61500 TIMOTHY J FORTUNE 219160 0 45794 3967 0 0 268921 0 0 ROBERT H MORAN 301091 0 56272 97385 0 0 454748 0 40500 LORRAINE C HOWERTON 199078 0 32966 6411 0 0 238455 0 0 CRAIG J SPENCE 172645 0 20647 2287 0 0 195579 0 0 DOUGLAS KITANI 267377 0 0 233748 0 0 501125 0 0 MICHELLE T PETERSON 159022 0 20052 1888 0 0 180962 0 0 Part I, Line 1a Certain directors and officers were provided benefits to health and social clubs. In addition, certain directors and officers received first class air travel, travel for companions as well as tax indemnification payments. It is the Organization's policy to treat the above items as taxable compensation and report the applicable amounts to the IRS on Form W-2 or Form 1099-Misc. for the applicable tax year. Part II, Compensation Information THE COMPENSATION LEVELS AND SALARY RANGES FOR OFFICERS AND CERTAIN EMPLOYEES OF THE ORGANIZATION ARE ESTABLISHED BASED ON COMPETITIVE MARKET DATA OBTAINED THROUGH PERIODIC SALARY SURVEYS PERFORMED BY OUTSIDE COMPENSATION EXPERTS ENGAGED BY THE ORGANIZATION. THESE SURVEYS PROVIDE GUIDANCE FOR ESTABLISHING REASONABLE COMPENSATION RATES AS COMPARED TO COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. ALL POSITIONS ARE EVALUATED AND PLACED IN THE APPROPRIATE GRADES/SALARY RANGES. AN INDIVIDUAL EMPLOYEE'S SALARY, WITHIN THEIR ASSIGNED RANGE, VARIES DEPENDING PRIMARILY UPON EXPERIENCE AND PERFORMANCE. THE ORGANIZATION HAS ADOPTED A "PAY FOR PERFORMANCE" PHILOSOPHY ALLOWING MANAGERS TO AWARD MERIT INCREASES BASED ON AN INDIVIDUAL'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. THE ORGANIZATION'S ANNUAL MERIT INCREASE BUDGET IS APPROVED BY THE BOARD OF TRUSTEES BASED ON MARKET SURVEYS. OFFICERS AND CERTAIN EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S INCENTIVE PAY PROGRAM. TARGET INCENTIVE AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL BONUS PAID IS PROPOSED BY THE EXECUTIVE MANAGEMENT TEAM AND THE PRESIDENT BASED ON THEIR ASSESSMENT OF THE PARTICIPANT'S INDIVIDUAL PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST PRE-ESTABLISHED GOALS. THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE REVIEW AND MAKE A FINAL DETERMINATION AS TO THE ACTUAL BONUS AMOUNT PAID TO PARTICIPANTS. NONE OF THE PERSONS MENTIONED ABOVE PARTICIPATE IN THE DELIBERATION OF THEIR COMPENSATION ARRANGEMENT. THE DELIBERATIONS AND DECISIONS OF THESE COMPENSATION ARRANGEMENTS ARE MAINTAINED IN CONTEMPORANEOUS DOCUMENTATION WITH OUR HUMAN RESOURCEs DEPARTMENT. The following individuals received distributions from a 457F deferred compensation Plan and included on Schedule J, Part II, Column B(iii): Melissa Rudinger = $94,424, Robert Moran = $83,900, Philip Boyer = $372,841 and Diana Roberts = $41,490. There were several listed individuals on Schedule J whose compensation and/or benefits changed due to the following: -Philip Boyer, former president: received payment from a retirement plan for his years of service in the amount of $372,841. -Roger Myers, Former CFO: employment ended with aopa in 2011. 2012 earnings include severance and a consulting agreement. the compensation as a consultant and severance was included in 2011 total compensation in column c, as deferred compensation. See column F for amount shown in both years (2012 and 2011). -Robert Moran, Chief Operating Officer: increased due to payment of deferred compensation and accrued severance to be paid in 2013. -Melissa Rudinger, SVP of Government Affairs: compensation and/or benefits increased due to payment of 457f plan in 2012. Douglas Kitani, Chief Financial Officer: Received severance payment during 2012 which is reported in column B(iii). JOHN YODICE SECRETARY 306336 CORPORATE LEGAL COUNSEL false Part IV, Line 1, John Yodice John Yodice serves on AOPA's Board as Secretary (non-paid position) as well as is owner of Yodice Associates who provided corporate legal counsel to AOPA. PART VI, SECTION A, LINE 6 AND 7A At annual meeting of members, AOPA members in good standing are entitled to vote for the AOPA Board of Trustees. AOPA members are entitled to one vote. Each member entitled to vote may do so either in person or by written proxy. PART VI, SECTION B, LINE 11A&B IN CONJUNCTION WITH GRANT THORNTON LLP TAX SPECIALISTS, AOPA MANAGEMENT REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE PRIOR TO PRESENTING THE RETURN TO OUR BOARD OF TRUSTEES FOR REVIEW. PART VI, SECTION B, LINE 12C THE AIRCRAFT OWNERS & PILOTS ASSOCIATION'S BOARD IS PROVIDED A WRITTEN "Code of Ethics, CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM" ("FORM"). THE FORM REQUIRES PERSONS COVERED (OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES) TO ANNUALLY DISCLOSE AND UPDATE THE FORM AND PROVIDE TO LEGAL COUNSEL INTERESTS THAT COULD GIVE RISE TO CONFLICT(S). LEGAL COUNSEL REVIEWS THE ANNUAL DISCLOSURES BY ALL COVERED PERSONS. DISCLOSURES ARE REGULARY MONITORED BY COUNSEL, ANY POTENTIALLY CONFLICTING OR OTHERWISE QUESTIONABLE RESPONSES ARE FLAGGED AND THE ETHICS POLICY IS ENFORCED. PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT IS SET BY THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE AND CONTRACTUALLY CONFIRMED THROUGH AN EMPLOYMENT AGREEMENT BETWEEN THE BOARD AND THE INCUMBENT. THE BASE SALARY FOR THIS POSITION MAY BE ADJUSTED BY THE BOARD FROM TIME TO TIME AT ITS SOLE DISCRETION. THE PRESIDENT IS ALSO CONSIDERED ANNUALLY BY THE BOARD FOR AN INCENTIVE BONUS WHICH IS A PERCENT OF BASE SALARY. THE ACTUAL BONUS PAID IS DETERMINED BY THE BOARD BASED ON ITS ASSESSMENT OF THE PRESIDENT'S PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST APPROPRIATE GOALS SET BY THE COMPENSATION COMMITTEE AND THE PRESIDENT. PERIODIC INDEPENDENT REVIEWS OF THE PRESIDENT'S COMPENSATION ARE CONDUCTED BY OUTSIDE COMPENSATION EXPERTS TO ENSURE THAT THE COMPENSATION PAID IS REASONABLE BASED ON APPROPRIATE DATA AS TO COMPARABILITY OF COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. THE COMPENSATION LEVELS AND SALARY RANGES FOR OFFICERS AND CERTAIN EMPLOYEES OF THE ORGANIZATION ARE ESTABLISHED BASED ON COMPETITIVE MARKET DATA OBTAINED THROUGH PERIODIC SALARY SURVEYS PERFORMED BY OUTSIDE COMPENSATION EXPERTS ENGAGED BY THE ORGANIZATION. THESE SURVEYS PROVIDE GUIDANCE FOR ESTABLISHING REASONABLE COMPENSATION RATES AS COMPARED TO COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. ALL POSITIONS ARE EVALUATED AND PLACED IN THE APPROPRIATE GRADES/SALARY RANGES. AN INDIVIDUAL EMPLOYEE'S SALARY, WITHIN THEIR ASSIGNED RANGE, VARIES DEPENDING PRIMARILY UPON EXPERIENCE AND PERFORMANCE. THE ORGANIZATION HAS ADOPTED A "PAY FOR PERFORMANCE" PHILOSOPHY ALLOWING MANAGERS TO AWARD MERIT INCREASES BASED ON AN INDIVIDUAL'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. THE ORGANIZATION'S ANNUAL MERIT INCREASE BUDGET IS APPROVED BY THE BOARD OF TRUSTEES BASED ON MARKET SURVEYS. OFFICERS AND CERTAIN EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S INCENTIVE PAY PROGRAM. TARGET INCENTIVE AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL BONUS PAID IS PROPOSED BY THE EXECUTIVE MANAGEMENT TEAM AND THE PRESIDENT BASED ON THEIR ASSESSMENT OF THE PARTICIPANT'S INDIVIDUAL PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST PRE-ESTABLISHED GOALS. THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE REVIEW AND MAKE A FINAL DETERMINATION AS TO THE ACTUAL BONUS AMOUNT PAID TO PARTICIPANTS. NONE OF THE PERSONS MENTIONED ABOVE PARTICIPATE IN THE DELIBERATION OF THEIR COMPENSATION ARRANGEMENT. THE DELIBERATIONS AND DECISIONS OF THESE COMPENSATION ARRANGEMENTS ARE MAINTAINED IN CONTEMPORANEOUS DOCUMENTATION WITH OUR HUMAN RESOURCEs DEPARTMENT. PART VI, SECTION B, LINE 16b The organization does have a written management policy to evaluate all contracts & agreements, to ensure that all contract and joint venture arrangements are in accordance with federal, state and local laws and related regulations. In addition, all contracts and joint venture agreements are required to be reviewed by the organization's general counsel. PART VI, SECTION C, LINE 18 & 19 THE ORGANIZATION DOES MAKE AVAILABLE ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, FORM 990 RETURNS, AND FORM 1024 TO THE GENERAL PUBLIC ALTHOUGH IT DOES NOT MAKE AVAILABLE ITS GOVERNING DOCUMENTS EXCEPT TO THE EXTENT REQUIRED BY LAW. THE PUBLIC CAN RECEIVE COPIES BY CONTACTING THE ORGANIZATION'S HEADQUARTERS. COPIES OF THE RETURNS CAN BE OBTAINED AT WWW.AOPA.ORG/ABOUT-AOPA/GOVERNANCE AND WWW.GUIDESTAR.ORG. Part VII, Hours worked for the AOPA Foundation Inc. Craig Fuller, Robert Moran, Douglas Kitani, Erica Saccoia and Timothy Fortune are/were full-time employees of Aircraft Owners & Pilots Association (AOPA), although they devote approximately ten hours per week to the related 501(c)(3) public charity organization: The AOPA Foundation, Inc. Part XI, Reconciliation of Net Assets, Line 9 Other changes in net assets of $2,770,459 represent Dividends from Subsidiaries and a merger of AOPA Membership Publication's Inc at 12/31/12. Part VI, Section A, Line 4 The Bylaws were changed & adopted on September 7, 2012 to change the definition of "Membership Qualification" to "The members of this corporation shall consist of individuals who hold, or have held, a pilot certificate issued by the certificating agency of the United States of America, as well as individuals who have soloed or owned, or now own, an aircraft, and individuals who have an interest in advancing the cause of general aviation." Part VI, Section A, Line 2 THERE ARE TWO TRUSTEES (Mr. Trimble and Mr. Crate) WHO HAVE A BUSINESS RELATIONSHIP OUTSIDE OF AOPA. THESE TWO TRUSTEES ARE PARTNERS IN THE SAME COMPANY. Part VI, Section A, Trustee Hours AOPA's Trustees are non-paid and depending on the various committees that these Trustee's devote time to its not feasible to quantify their hours per week. Part X, Balance Sheet, Column A Several assets were reclassified at the beginning of the year to better present AOPA's balance sheet. OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:SUBSIDIARY FEES (NET) TOTAL FEES:2099347 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL CONSULTING TOTAL FEES:774124 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:COMMISSIONS TOTAL FEES:89654 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:AGENCY TEMPS TOTAL FEES:104107 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:MARKETING AGENCY TOTAL FEES:926494 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:MAILING SERVICE TOTAL FEES:971995 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:ART & CREATIVE TOTAL FEES:222417 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES-OTHER TOTAL FEES:763105 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:VIDEO PRODUCTION TOTAL FEES:34665 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:PERSONNEL PLACEMENT & AGENCY TOTAL FEES:112838 THE AOPA FOUNDATION INC 421 AVIATION WAY FREDERICK MD 21701 208817225 CHARITABLE MD 501C3 7 AOPA true AOPA POLITICAL ACTION COMMITTEE 421 AVIATION WAY FREDERICK MD 21701 563014117 PAC 527 N/A AOPA true AOPA SERVICE CORPORATION 421 AVIATION WAY FREDERICK MD 21701 530211507 MARKETING DC NA C CORP 6854665 6413536 1.00000 true AOPA MEMBERSHIP PUBLICATIONS INC 421 AVIATION WAY FREDERICK MD 21701 522055960 MAGAZINES MD NA C CORP 17160437 3048077 1.00000 true AOPA INSURANCE AGENCY 1995 MIDFIELD ROAD WICHITA KS 67209 521813554 INSURANCE MD NA C CORP 6532045 5386753 1.00000 true AOPA FLIGHT TECHNOLOGIES INC 421 AVIATION WAY FREDERICK MD 21701 454565150 AVIATION PRODUCTS DE NA C CORP 22838 -204425 1.00000 true AOPA HOLDINGS CORPORATION 421 AVIATION WAY FREDERICK MD 21701 461036265 Holdings Company DE NA C CORP 0 273207 1.00000 true false false true false true true false false false true false false true true true false true true false THE AOPA FOUNDATION INC C 234900 FMV AOPA SERVICE CORPORATION M 240000 FMV AOPA MEMBERSHIP PUBLICATIONS INC M 8084013 FMV THE AOPA FOUNDATION INC N,O,Q 3865381 FMV AOPA POLITICAL ACTION COMMITTEE Q 74962 FMV AOPA SERVICE CORPORATION N,Q 1995546 FMV AOPA INSURANCE AGENCY Q 3249414 FMV AOPA MEMBERSHIP PUBLICATIONS INC J,N,Q 7756168 FMV AOPA SERVICE CORPORATION R 6334994 FMV AOPA MEMBERSHIP PUBLICATIONS INC R 77059 FMV THE AOPA FOUNDATION INC R 778663 FMV AOPA INSURANCE AGENCY E 1250000 FMV AOPA SERVICE CORPORATION E 850000 FMV AOPA HOLDINGS CORPORATION N,Q 1159924 FMV AOPA FLIGHT TECHNOLOGIES INC N,Q 406012 FMV AOPA INSURANCE AGENCY F 500000 FMV AOPA SERVICE CORPORATION F 1495655 FMV