2012-08-07T11:27:18-05:00 2011-12-31 GRANT THORNTON LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2011-01-01 520636210 Aircraft Owners & Pilots Association % ERICA SACCOIAVP-CONTROLLER AIRC 3016952000 421 Aviation Way Frederick MD 21701 douglas kitani 2012-08-06 true 7038477500 2011 2016-02-24 21:20:13Z Craig L Fuller CEOPresident 421 Aviation Way Frederick MD 21701 49421920 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. 10 9 125 2446 53435 10510 253747 295808 17046016 17286075 2348636 3836488 12982828 13052445 32631227 34470816 0 0 0 0 14644793 11820805 0 0 0 19351205 20010437 33995998 31831242 -1364771 2639574 93264538 90333696 16685078 16784550 76579460 73549146 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 27850761 17286075 General aviation pilots throughout the United States rely on the Aircraft Owners and Pilots Association (AOPA) to protect their freedom to fly. Serving approximately 400,000 members in 2011, 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 "private" 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: communication and education, advocacy, and services. 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, 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 ownership, cockpit technology and, of course, aircraft new and old. Regular columns address aircraft maintenance, legal issues, medical considerations, and other subjects of direct concern to pilots and aircraft owners. More than 4.2 million copies of AOPA Pilot were produced in 2011. A second monthly magazine, Flight Training, is designed specifically to meet the needs of the flight training community, including student pilots, those who are returning to flying after a hiatus, and flight instructors. With the tag line "A good pilot is always learning," the magazine places a heavy emphasis on building and enhancing the fundamental skills and knowledge every pilot must master. Flight Training presents practical information, tips, and tools in a format that is clear, understandable, and enjoyable to read. With the help of detailed, accurate illustrations and beautiful photography, Flight Training makes the complex concepts behind successful piloting easy to understand and absorb. In 2011, AOPA redesigned the magazine to increase its appeal and ease of use, and produced more than 1.3 million copies. AOPA simultaneously launched a new Web site, http://flighttraining.aopa.org/, to act as a companion to the magazine. The site enhances and supplements the magazine's editorial content and provides practical information about learning to fly for prospective and student pilots. Many AOPA members want more news, more often than monthly magazines can supply. For those members, AOPA produces several different electronic newsletters, which are available free of charge to all members. AOPA ePilot is a weekly, customizable newsletter that provides the latest general aviation and AOPA news. Delivered via e-mail, ePilot allows readers to identify their specific areas of aviation interest and then delivers specialized information and news based on those preferences. In addition, ePilot subscribers receive instant airspace alerts when special circumstances, such as temporary airspace restrictions, affect their region. In 2011, more than 277,000 readers subscribed to ePilot. Members with an interest in training may also choose to receive the Flight Training edition of AOPA ePilot. This newsletter also provides the latest news, but adds specialized training-related tips and techniques each week. Flight Training readers can also choose to customize the information they receive to coincide with their specific interests. In 2011, 103,000 readers subscribed to this special edition. AOPA's newest electronic newsletter, Aviation eBrief, delivers aviation-related news to readers each weekday. By bringing together aviation news from a variety of media outlets, Aviation eBrief provides readers with a big-picture overview of what is happening in the aviation world. Aviation eBrief is available free of charge to both AOPA members and non-members who have an interest in the issues affecting general aviation. In 2011 more than 214,000 individuals subscribed to Aviation eBrief, including more than 36,000 non-members. AOPA also communicates with and educates its members by providing both unparalleled breadth and depth of online resources-resources that are continuously being updated to improve their compatibility with smart phones and mobile devices across multiple platforms. AOPA Online gives members round-the-clock access to news, information, flight planning resources, aircraft ownership tools, and more. In 2011 alone, more than 3.6 million visitors accessed more than 50 million pages of information through www.AOPA.org. Through AOPA Live, AOPA's online streaming media outlet, members and others can watch interviews with the most influential and dynamic figures in aviation. With continuing coverage of important issues and aviation events, AOPA Live features a growing library of interviews with a variety of aviation leaders and inspirational figures, including the FAA administrator, congressmen, airshow performers, CEOs of major aviation companies, association leaders from across the aviation spectrum, and dozens of others. In 2011, AOPA Live videos were viewed more than 1 million times for more than 109,000 hours of play time. Among the valuable tools available exclusively to AOPA members through AOPA Online is the Internet-based flight planner. Members can quickly and accurately prepare and file a flight plan anywhere they have Internet access. Members can also find aviation weather reports, fuel prices, the latest security and airspace information, and other tools to help them plan flights that are efficient, safe, and enjoyable. With AOPA Airports, also accessible through AOPA Online, members can find everything they need to know about potential destinations and fuel stops. Updated daily, the directory is the most comprehensive of its kind, bringing together airport information, runway diagrams, instrument approach plates, maintenance information, radio frequencies, flight service station telephone numbers, and more. The directory also provides practical tools to help members get the most out of a visit to any airport, including contact information for on-airport businesses such as fixed-base operators, flight schools, and repair facilities as well as information about local restaurants, hotels, car rentals, and attractions. Other resources available online include assistance with valuing and purchasing an aircraft, aviation medical information and tools to help pilots prepare for their next medical exam, guidelines for international flying, regulatory and airworthiness information, aviation classifieds, and aircraft and avionics reviews. Online visitors can also stay up to date with AOPA's advocacy efforts at the federal, state, and local levels. Pilots can use the site to find their local AOPA Airport Support Network volunteer or become volunteers themselves. AOPA members can also learn more about the work of AOPA's Political Action Committee and its support for candidates who represent the interests and concerns of AOPA's members and the general aviation community as a whole. For newcomers to flying, AOPA Online offers detailed information about the process and requirements for learning to fly, help finding a flight instructor and aviation medical examiner, an in-depth guide to choosing a training aircraft, and information about aviation careers. Pilots with more experience may want to take advantage of information about earning advanced ratings and certificates as well as transitioning to high performance aircraft, turboprops, and jets. For children, AOPA Online offers a collection of youth education resources that link aviation to math, science, physics, history, and technology. In addition to the online products, printed materials are available to teachers and pilots at no charge. All pilots can take advantage of AOPA Online to access the safety and training materials available at no charge through the AOPA Air Safety Institute. With interactive courses, quizzes, safety research, and more, the AOPA Air Safety Institute provides pilots with engaging ways to stay proficient and keep up-to-date with the changing aviation envir 27850761 false true false true false false false false false true true false true true true false true false false false 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 133 0 true 125 true true true true CJ BF EI false false true true false X 10 9 false false false 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 ERICA SACCOIAVP-CONTROLLER 3016952000 421 AVIATION WAY Frederick MD 21701 X WILLIAM C TRIMBLE III X X PAUL C HEINTZ X HERMAN NEEL HIPP JR X X R ANDERSON PEW X MATTHEW J DESCH X BURGESS H HAMLET III X DARRELL W CRATE X LAWRENCE D BUHL III X CRAIG L FULLER 40.0 X X 719473 45690 50120 JAMES G TUTHILL JR X JOHN S YODICE X ROGER C MYERS JR 40.0 X 447305 42107 311405 ERICA SACCOIA 40.0 X 109114 0 18483 ROBERT H MORAN 40.0 X 384283 0 78104 DOUGLAS KITANI 40.0 X 47053 0 10265 DIANA ROBERTS 20.0 X 402652 0 13567 MELISSA RUDINGER 40.0 X 257664 0 64093 TIMOTHY FORTUNE 40.0 X 259538 0 29940 STEVE SHAFFER 40.0 X 220808 0 32775 LORRAINE HOWERTON 40.0 X 230587 0 32712 CRAIG SPENCE 40.0 X 193107 0 30488 PHILIP B BOYER X 774251 0 4045835 87797 671952 23 true true false AON Risk Services Inc PO Box 7247 PHILADELPHIA PA 19170 Insurance/AOPAIA Pmt 1348284 Marketing General 625 N Washington St ALEXANDRIA VA 22314 Marketing Agency 1010053 Crawford Advisors LLC PO Box 21228 TULSA OK 74121 Health Insurance 1870655 AOPA Membership Publications Inc 421 Aviation Way FREDERICK MD 21701 Mag Prod/Comm Svcs 7302814 VALTIM INCORPORATED PO Box 114 FOREST VA 24551 MARKETING 1510340 40 281250 14558 295808 AOPA SUMMIT REVENUE 900099 1175944 1175944 MEMBERSHIP DUES 900099 16051829 16051829 AOPA ROUNDTABLE REVENUE 900099 58302 58302 17286075 2091246 2091246 0 10231982 10231982 633002 579046 53956 53956 53956 16117300 14372058 1745242 1745242 1745242 0 0 0 AD&D STABILIZATION RESERVE DISTRIBUTION 900099 1219281 1219281 COST SHARING 900099 1468476 1468476 ADVERTISING FEES 511190 53435 53435 25315 25315 2766507 34470816 17286075 53435 16835498 0 0 0 0 3576634 3053406 523228 0 0 6003849 4852535 1151314 0 1454096 1454096 0 539571 276289 263282 0 246655 1673393 -1426738 0 0 957012 917637 39375 0 284726 284726 0 428661 428661 0 198709 198709 0 5030256 4920663 109593 0 368544 368544 0 76838 47418 29420 0 0 0 677962 435524 242438 0 1018072 1004152 13920 0 0 1271994 1261332 10662 0 0 0 1097629 566995 530634 0 126270 106481 19789 0 PRINT, MAIL, POSTAGE, PREMIUMS 4972752 4955013 17739 RENTALS 906611 835773 70838 BANK & CREDIT CARD FEES 429950 381402 48548 DUES, LICENSES & SUBSCRIPTIONS 599359 567871 31488 1565092 1197672 367420 31831242 27850761 3980481 0 1731326 -146304 0 0 0 0 1578835 2255637 0 0 0 0 0 0 0 0 1209136 1070444 22625307 12090665 10599079 10534642 67581144 61050734 5622746 9037307 0 0 0 0 4942272 6531236 93264538 90333696 4523087 5138691 0 0 10149757 10664331 0 0 0 0 0 0 0 0 0 0 2012234 981528 16685078 16784550 X 76579460 73549146 0 0 0 0 76579460 73549146 93264538 90333696 X 2639574 -5669888 X X false true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 640871 584609 1225480 4479440 5928441 5694954 4712927 1203512 788652 414860 21460 9766974 5607059 4181375 10534642 9037307 9037307 INVESTMENT IN SUB-AOPAIA (NET) 6384600 REAL ESTATE INVESTMENT 146636 6531236 0 ACCRUED RETIREMENT 184021 AIRCRAFT RESERVES 155790 BUILDING RESERVES/MAINTENANCE 293104 CURRENT/DEFERRED TAXES 238770 OTHER LONG TERM OBLIGATIONS 75000 DEFERRED RENT LIABILITY 34843 981528 34470816 31831242 2639574 -5669886 -2 -5669888 -3030314 51809403 -5669886 22429428 16759542 35049861 -579045 -579045 34470816 54249101 21838814 21838814 32410287 -579045 -579045 31831242 RECONCILIATION OF REVENUE AND EXPENSE PER AUDITED FINANCIALS PART XII AND XIII REVENUE: PURSUANT TO THE GAAP REPORTING REQUIREMENTS, THE AUDITED FINANCIALS ARE PRESENTED ON A CONSOLIDATED BASIS AND INCLUDE INCOME FROM FOUR RELATED ORGANIZATIONS. THE AMOUNT OF $22,429,428 REPORTED ON PART XII, LINE 2D REPRESENTS A REDUCTION IN REVENUE FROM THE RELATED ENTITIES ($22,652,477) NOT SHOWN ON THIS RETURN OFFSET BY INVESTMENT FEES OF $223,049 SHOWN IN EXPENSES ON FORM 990. THE AMOUNT REPORTED ON LINE 4B REPRESENTS REAL ESTATE INVESTMENT EXPENSES WHICH OFFSET GROSS RENTS ON FORM 990, PART VII, LINE 6B ($579,045). EXPENSE: PURSUANT TO THE GAAP REPORTING REQUIREMENTS, THE AUDITED FINANCIALS ARE PRESENTED ON CONSOLIDATED BASIS AND INCLUDE EXPENSES FROM FOUR RELATED ORGANIZATIONS. THE AMOUNT REPORTED ON PART XIII, LINE 2D REPRESENTS A REDUCTION IN EXPENSES FROM RELATED ENTITIES ($22,061,863) OFFSET AGAINST INVESTMENT FEES OF $223,049 FOR A TOTAL OF ($21,838,814). THE AMOUNT REPORTED ON LINE 4B REPRESENTS REAL ESTATE INVESTMENT EXPENSES WHICH OFFSET GROSS RENTS ON FORM 990, PART VII, LINE 6B ($579,045). FIN 48 FOOTNOTE - SCHEDULE D, PART X-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. X X X X true true X X X X X X false true false false false false false false false PHILIP B BOYER 0 774251 774251 0 525000 ROGER C MYERS JR 254766 42107 182404 10135 282889 28516 758710 42107 CRAIG L FULLER 463453 45690 193125 62895 37169 12951 769593 45690 DIANA ROBERTS 99301 0 303351 9572 3995 416219 0 MELISSA RUDINGER 204482 0 52365 817 52007 12086 321757 0 TIMOTHY FORTUNE 201764 0 55200 2574 20180 9760 289478 0 ROBERT H MORAN 271410 0 99360 13513 67792 10312 462387 0 STEVE SHAFFER 190717 0 29740 351 19445 13330 253583 0 LORRAINE HOWERTON 196039 0 29264 5284 20258 12454 263299 0 CRAIG SPENCE 168070 0 24213 824 17302 13186 223595 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 KEY 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 KEY EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S BONUS PROGRAM. TARGET BONUS 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. ALL PERSONS MENTIONED ABOVE DO NOT 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. During 2011, the following participated in a 457F deferred compensation Plan with the following amounts which are included on Schedule J, Part II, Column C: Melissa Rudinger = $30,750 and Robert Moran = $40,500. Phil Boyer received distributions of $774,251 and Diana Roberts received distributions of $298,461 (includes employee compensation deferral) from 457F plans and included on Schedule J, Part II, Column B(iii). The 457F Plan is a deferred compensation plan where the employer makes annual contributions over several years, determined by participant's years of service. AOPA is the owner of the 457F funds until the participant(s) become vested on a specific date. There were several listed individuals on Schedule J whose compensation and/or benefits changed due to the following: -Phil Boyer, former president: received payment from a retirement plan for his years of service in the amount of $774,251. As shown in column F, $525,000 of that distribution amount was recognized in column c in previous years. -Roger Myers, Former CFO: compensation and/or benefits increased due to received payout of Paid Time Off balance and earning a bonus payment as well as deferred compensation represented severance and contractor fee to be paid in 2012. -Robert Moran, COO: compensation and/or benefits increased due to earning a bonus payment for 2010 performance paid in 2011 compared to none paid in 2010. JOHN YODICE SECRETARY 321098 CORPORATE LEGAL COUNSEL false 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 & FINANCE 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 HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY REQUIRES PERSONS COVERED (OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES) TO ANNUALLY DISCLOSE AND UPDATE, ON A STANDARD FORM, TO THE SECRETARY/LEGAL COUNSEL AND/OR SENIOR VP OF HUMAN RESOURCES INTERESTS THAT COULD GIVE RISE TO CONFLICT(S). SECRETARY/LEGAL COUNSEL REVIEWS THE ANNUAL DISCLOSURES BY THE BOARD MEMBERS AND THE PRESIDENT. THE SENIOR VP OF HUMAN RESOURCES REVIEWS THE ANNUAL DISCLOSURES BY THE OFFICERS, AND KEY EMPLOYEES. ANY PROPOSED AND/OR ONGOING TRANSACTIONS FLAGGED AS POTENTIALLY CONFLICTING WILL BE MONITORED BY THE PRESIDENT AND CFO AND DISCLOSED TO THE BOARD. ALL PERSONS MENTIONED ABOVE DO NOT PARTICIPATE IN DELIBERATIONS OR DECISIONS WITH REGARDS TO THESE TRANSACTIONS. THIS POLICY IS DOCUMENTED AND MADE AVAILABLE TO EMPLOYEES VIA COMPANY INTRANET. NEW EMPLOYEES, WHO ARE COVERED BY THIS POLICY, RECEIVE A HARD COPY OF THE POLICY AND A DISCLOSURE FORM AT THE OUTSET OF THEIR EMPLOYMENT. 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 TARGET 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 KEY 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 KEY EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S BONUS PROGRAM. TARGET BONUS 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. ALL PERSONS MENTIONED ABOVE DO NOT 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.GUIDESTAR.ORG. Part VII, Hours worked for the AOPA Foundation Inc. Craig Fuller, Robert Moran, Douglas Kitani, Erica Saccoia and Roger Myers are 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, Line 5 - Reconciliation of Net Assets, Line 5 Other changes in net assets of ($5,669,886) represent unrealized investment losses and rounding adjustment. THE AOPA FOUNDATION INC 421 AVIATION WAY FREDERICK MD 21701 208817225 CHARITABLE MD 501C3 7 true AOPA POLITICAL ACTION COMMITTEE 421 AVIATION WAY FREDERICK MD 21701 563014117 PAC 527 N/A true AOPA SERVICE CORPORATION 421 AVIATION WAY FREDERICK MD 21701 530211507 MARKETING DC NA C CORP 6992921 7110105 1.00000 AOPA MEMBERSHIP PUBLICATIONS INC 421 AVIATION WAY FREDERICK MD 21701 522055960 MAGAZINES MD NA C CORP 16370361 4735736 1.00000 AOPA INSURANCE AGENCY 1995 MIDFIELD ROAD WICHITA KS 67209 521813554 INSURANCE MD NA C CORP 6674011 5720805 1.00000 false false true false false false false false false false false true true false false true true false THE AOPA FOUNDATION INC C 447388 FMV AOPA SERVICE CORPORATION L 240000 FMV AOPA MEMBERSHIP PUBLICATIONS INC L 7302814 FMV THE AOPA FOUNDATION INC M,P 4671895 FMV AOPA POLITICAL ACTION COMMITTEE P 216070 FMV AOPA SERVICE CORPORATION M,P 3655619 FMV AOPA INSURANCE AGENCY P 3648383 FMV AOPA MEMBERSHIP PUBLICATIONS INC M,P 5817009 FMV AOPA SERVICE CORPORATION Q 6099003 FMV AOPA MEMBERSHIP PUBLICATIONS INC Q 436994 FMV AOPA POLITICAL ACTION COMMITTEE Q 783 FMV THE AOPA FOUNDATION INC Q 845709 FMV