AOPA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AOPA FOUNDATION (EIN 20-8817225)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-07
- IRS object ID
- 201212209349300626
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-07T11:24:22-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 CORPORATE RIDGE SUITE 400 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208817225 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The AOPA Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ERICA SACCOIA VP-CONTROLLER | InCareOfName |
| Name Control | AOPA | NameControl |
| Phone | 3016952000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 Aviation Way | AddressLine1 |
| City | Frederick | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | douglas kitani | Name |
| Title | CFO | Title |
| Date Signed | 2012-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038477500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Bruce Landsberg President | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 AVIATION WAY | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9433670 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.aopa.org/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | AFI works to improve aviation safety through the Air Safety Institute, preserve community airports, and encourage learning to fly for career and personal benefit-all in the interest of ensuring future of GA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7680395 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6542554 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 254751 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1267525 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 298932 | InvestmentIncomePriorYear |
| Investment Income Current Year | 787997 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 27686 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12079 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8261764 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8610155 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 224790 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 835828 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1613257 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2292728 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 171052 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 131242 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1138581 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2968361 | OtherExpensePriorYear |
| Other Expenses Current Year | 4672724 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4977460 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7932522 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3284304 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 677633 | RevenuesLessExpensesCY |
| Total Assets BOY | 30718953 | TotalAssetsBOY |
| Total Assets EOY | 30789674 | TotalAssetsEOY |
| Total Liabilities BOY | 1391718 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1604316 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29327235 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29185358 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE, ADVANCE AND ENCOURAGE AVIATION AND AIRPORT SAFETY AND SECURITY AND THE RESEARCH AND TESTING IN THE SUPPORT THEREOF; TO EDUCATE THE PUBLIC AND USERS OF THE NATIONAL AIR TRANSPORTATION SYSTEM TO THE VALUE AND IMPORTANCE OF GENERAL AVIATION TO THE NATIONAL AIR TRANSPORTATION SYSTEM; TO ENCOURAGE AND SUPPORT THE FLIGHT TRAINING OF PILOTS TO ASSURE THE FUTURE OF GENERAL AVIATION AS AN IMPORTANT COMPONENT OF THE NATIONAL AIR SYSTEM; TO LESSEN THE BURDENS OF FEDERAL, STATE AND LOCAL GOVERNMENTS IN CONNECTION WITH THE MAINTENANCE AND ADVANCEMENT OF GENERAL AVIATION, AND AVIATION AND AIRPORT SAFETY AND SECURITY; AND TO ASSIST OTHER CHARITABLE AND OTHER ORGANIZATIONS IN THE CONDUCT OF SIMILAR ACTIVITIES TO THE EXTENT THAT SUCH ACTIVITIES ARE IN THE FURTHERANCE OF CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC PURPOSES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6235852 | Expense |
| Grants | 835828 | Grants |
| Revenue | 1267525 | Revenue |
| Description | The AOPA Foundation (AFI) is a tax-exempt charitable, educational, and scientific organization that educates the public about the value of general aviation. Our mission is to ensure the future of general aviation by improving safety through the Air Safety Institute, preserving community airports, and encouraging learning to fly for career and personal benefit. For the year ending 2011, the AOPA Foundation's educational outreach totaled 1.9 million via online courses (414,000), quizzes (380,000), publications downloads (502,000), its accident database (325,000), pilot safety announcements (206,000), safety seminars (41,000), Flight Instructor Refresher Clinics (11,000), and other educational products (22,000). Interactive courses from Air Safety Institute, a division of AFI, are provided free of charge to all pilots and are extremely easy to use. Most courses take approximately one hour to complete, but users control the pace and can save their progress at any time. This allows users to work in short increments to complete a course over multiple sessions, if that works better with their schedules. In 2011, the AOPA Foundation, through the Air Safety Institute, offered more than 30 interactive online courses on topics ranging from evaluating the risk of a specific flight and mastering radio communications to decision making skills for pilots and using GPS for both visual and instrument flight operations. Each enables pilots to learn, review, and test their understanding along the way. In addition, AFI's Air Safety Institute website offers dozens of presentations to help pilots take advantage of the collective wisdom of the GA community. These include a comprehensive database of National Transportation Safety Board accident reports from 1983 through the present. Providing this material helps pilots learn from the mistakes of others. Similarly, Real Pilot Stories offer detailed first-person accounts of the challenges pilots have faced, the mistakes they have made, and what they have learned from those experiences. The AOPA Foundation also creates special reports from high-profile or common accidents to help pilots avoid the situations that can lead to disaster. Other presentations available on the website include: The VFR GPS Guide: Garmin 430/530-A self- paced, 15 minute presentation focusing on the GPS functions regularly used by a typical pilot in VFR flight. Fuel Management Resources-A guide to helping pilots avoid accidents involving fuel exhaustion, starvation, and contamination. Accident Statistics-Graphical representations of the latest statistical data available from the FAA and NTSB. Safety Quizzes-A quick, easy, and interactive way for pilots to assess and expand their knowledge of dozens of aviation subjects, including weather; airport lighting; IFR and VFR flying; stalls and spins; collision avoidance; charts; emergency procedures; mountain flying; spatial disorientation; preventive maintenance; wake turbulence; special use airspace; and many more. The AOPA Foundation, through the Air Safety Institute, also hosts approximately 180 in-person, free safety seminars nationwide each year. These live seminars qualify for the FAA WINGS program and can help pilots qualify for aviation accident forgiveness programs through AIG Aircraft Insurance. The AFI Air Safety Institute also creates Pilot Safety Announcements, or PSAs. Following the model of televised public service announcements, these short videos raise awareness of common accident causes, often with a pinch of tongue-in-cheek humor to keep pilots watching and make the message memorable. Each of the nine available PSAs includes resources and tips to help pilots avoid accidents. For certificated flight instructors (CFIs), AFI, through the Air Safety Institute, offers both in-person and online renewal programs called Flight Instructor Refresher Clinics (FIRCs). The live courses are available in approximately 78 locations and both the in-person and online classes meet the FAA's renewal requirements. For those who want to read more about GA safety, AFI and its Air Safety Institute division offer a broad range of safety publications and articles, both in printed and downloadable formats. All of these safety publications are available to the public at no charge. They include: Safety Advisors-Publications offering need-to-know information and a wealth of practical advice on a variety of topics, including airspace, weather, instrument operations, and GPS. Safety Briefs-Short (2-to-4 page) publications designed to offer expert guidance and useful tips to pilots. Nall Report-An annual overview of the previous year's general aviation safety statistics that analyzes and brings perspective to the trends affecting GA accidents. Airport/Taxi Diagrams-Diagrams of the busiest towered airports in the United States offered free of charge in conjunction with the FAA Runway Safety Program Office. Airspace at a Glance Card-A quick reference to help pilots decode notams and TFRs. Intercept Procedures Card-A quick, portable reference telling pilots what procedures to follow in the event they are intercepted by a U.S. military aircraft for a suspected airspace violation. Flight Planner Form-A guide to help with efficient and complete flight planning, ready for pilots to print and use. Pilot Report (Pirep) Form-A form that makes it easy for pilots to share real-time information with other fliers by filing pireps. Runway Flash Cards-Flash cards designed to help pilots better understand runway signage and markings. The front of each card displays an airport sign or pavement marking, while the back provides a description and information on the required pilot action. Airspace Flash Cards -Flash cards designed to help pilots keep the different types of airspace straight. Each card includes a color depiction of the airspace, a description of its characteristics, and a discussion question. Aircraft Flash Cards-Flash cards designed to help new, seasoned, and transitioning pilots gain knowledge of aircraft speeds, profiles, systems, and emergency procedures. Each card includes a subject area on the front and fill-in-the-blank spaces and a helpful tip on the back. CFI to CFI Newsletters-Quarterly newsletters providing information designed to educate both pilots and flight instructors about current issues affecting the training environment. Safety Highlights-Type-specific aircraft reviews that include technical details, safety records, and more. Guides to the Private Pilot and Sport Pilot Checkrides-References that cover frequently used test standards, eligibility and experience requirements, logbook endorsements, and more. Annual Report-A comprehensive guide to the work of AFI, detailing the Institute's progress and accomplishments for the year. | Description |
| Total Program Service Expense | 6235852 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ERICA SACCOIA VP-CONTROLLER | NamePerson |
| Telephone Number | 3016952000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 AVIATION WAY | AddressLine1 |
| City | Frederick | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Average Hours Per WeekAverageHoursPerWeek | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| William C Trimble III | ||||||||
| Chairman | X | |||||||
| Paul C Heintz | ||||||||
| Trustee | X | |||||||
| Herman Neel Hipp jr | ||||||||
| Treasurer & Asst. Secretary | X | X | ||||||
| R Anderson Pew | ||||||||
| Trustee | X | |||||||
| Burgess H Hamlet III | ||||||||
| Trustee | X | |||||||
| Darrell W Crate | ||||||||
| Trustee | X | |||||||
| Lawrence D Buhl III | ||||||||
| Trustee | X | |||||||
| Craig L Fuller | ||||||||
| CHIEF EXECUTIVE OFFICER | X | X | 10.0 | 0 | 765163 | 50120 | ||
| James G Tuthill Jr | ||||||||
| Trustee | X | |||||||
| Matthew J Desch | ||||||||
| Trustee | X | |||||||
| John S Yodice | ||||||||
| Secretary | X | |||||||
| Roger C Myers Jr | ||||||||
| Former CFO | X | 10.0 | 0 | 489412 | 311405 | |||
| Bruce Landsberg | ||||||||
| PRESIDENT | X | 40.0 | 328829 | 0 | 86552 | |||
| Douglas Kitani | ||||||||
| Chief Financial Officer | X | 10.0 | 0 | 47053 | 10265 | |||
| Erica Saccoia | ||||||||
| VP-Controller | X | 10.0 | 0 | 109114 | 18483 | |||
| Robert Moran | ||||||||
| Chief Operating Officer | X | 10.0 | 0 | 384283 | 78104 | |||
| Harvey Cohen | ||||||||
| Executive VP & CDO | 40.0 | 275467 | 0 | 55105 | X | |||
| Gary Martin | ||||||||
| National Director of S.P. | 40.0 | 157415 | 0 | 23178 | X | |||
| Philip B Boyer | ||||||||
| Former President | 0.0 | 0 | 774251 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 761711 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2569276 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 633212 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EU Services | |||||
| 649 North Horners Lane | ROCKVILLE | MD | 20850 | Print/Publications | 186186 |
| Telefund Inc | |||||
| PO Box 2366 | DENVER | CO | 80201 | FUNDRAISING SERVICES | 139426 |
| Grant Thornton | |||||
| 2010 Corporate Drive suite 400 | MCLEAN | VA | 22102 | Accounting Firm | 106752 |
| Immersion Active | |||||
| 44 North Market Street | FREDERICK | MD | 21701 | Internet Services | 127286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 80325 | FundraisingEvents |
| Related Organizations | 582500 | RelatedOrganizations |
| Government Grants | 22425 | GovernmentGrants |
| All Other Contributions | 5857304 | AllOtherContributions |
| Noncash Contributions | 190528 | NoncashContributions |
| Total Contributions | 6542554 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATIONAL COURSE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1267525 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1267525 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1267525 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 436985 | TotalRevenueColumn |
| Exclusion | $436,985 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100000 | TotalRevenueColumn |
| Exclusion | $100,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1054241 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 703229 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 351012 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 351012 | TotalRevenueColumn |
| Exclusion | $351,012 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 27625 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80325 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 120286 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -92661 | TotalRevenueColumn |
| Exclusion | -$92,661 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4740 | TotalRevenueColumn |
| Exclusion | $4,740 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4740 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8610155 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1267525 | RelatedOrExemptFunctionIncome |
| Exclusion | $800,076 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 835828 | Total |
| Program Services | 835828 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 936607 | Total |
| Program Services | 476412 | ProgramServices |
| Management And General | 43667 | ManagementAndGeneral |
| Fundraising | 416528 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 982164 | Total |
| Program Services | 862892 | ProgramServices |
| Management And General | 79793 | ManagementAndGeneral |
| Fundraising | 39479 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46466 | Total |
| Program Services | 21395 | ProgramServices |
| Management And General | 13649 | ManagementAndGeneral |
| Fundraising | 11422 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327491 | Total |
| Program Services | 280792 | ProgramServices |
| Management And General | 23755 | ManagementAndGeneral |
| Fundraising | 22944 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126734 | Total |
| Program Services | 1471 | ProgramServices |
| Management And General | 59391 | ManagementAndGeneral |
| Fundraising | 65872 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66431 | Total |
| Management And General | 56301 | ManagementAndGeneral |
| Fundraising | 10130 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131242 | Total |
| Fundraising | 131242 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53697 | Total |
| Program Services | 53697 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1591577 | Total |
| Program Services | 1035085 | ProgramServices |
| Management And General | 262590 | ManagementAndGeneral |
| Fundraising | 293902 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39690 | Total |
| Program Services | 34625 | ProgramServices |
| Fundraising | 5065 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6902 | Total |
| Program Services | 2841 | ProgramServices |
| Management And General | 3570 | ManagementAndGeneral |
| Fundraising | 491 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105084 | Total |
| Program Services | 58421 | ProgramServices |
| Management And General | 12569 | ManagementAndGeneral |
| Fundraising | 34094 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94222 | Total |
| Program Services | 14491 | ProgramServices |
| Management And General | 10324 | ManagementAndGeneral |
| Fundraising | 69407 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268235 | Total |
| Program Services | 11924 | ProgramServices |
| Management And General | 7112 | ManagementAndGeneral |
| Fundraising | 249199 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129357 | Total |
| Management And General | 129357 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23120 | Total |
| Management And General | 18578 | ManagementAndGeneral |
| Fundraising | 4542 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COURSE EXPENSE | 503679 | 503275 | 0 | 404 |
| DUES, LICENSES & SUBSCRIPTIONS | 56766 | 2783 | 1985 | 51998 |
| TELEPHONE | 6275 | 408 | 23 | 5844 |
| RENTALS, REPAIRS & MAINTENANCE | 279819 | 204041 | 73409 | 2369 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1321136 | Total |
| Program Services | 1835471 | ProgramServices |
| Management And General | -237984 | ManagementAndGeneral |
| Fundraising | -276351 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7932522 | Total |
| Program Services | 6235852 | ProgramServices |
| Management And General | 558089 | ManagementAndGeneral |
| Fundraising | 1138581 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3028335 | Total |
| Program Services | 2153449 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 874886 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3746174 | BOY |
| EOY | 2031612 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7436756 | BOY |
| EOY | 6770376 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135184 | BOY |
| EOY | 129406 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129150 | BOY |
| EOY | 93987 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 888878 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 602243 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399364 | BOY |
| EOY | 286635 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18872325 | BOY |
| EOY | 21477658 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30718953 | BOY |
| EOY | 30789674 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415715 | BOY |
| EOY | 550691 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110925 | BOY |
| EOY | 102807 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 865078 | BOY |
| EOY | 950818 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1391718 | BOY |
| EOY | 1604316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8637870 | BOY |
| EOY | 9191559 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10931443 | BOY |
| EOY | 10115176 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9757922 | BOY |
| EOY | 9878623 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29327235 | BOY |
| EOY | 29185358 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30718953 | BOY |
| EOY | 30789674 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 677633 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -819510 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175735 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5706130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6474292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7680395 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6542554 | CurrentTaxYear |
| Total | 26579106 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175735 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5706130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6474292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7680395 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6542554 | CurrentTaxYear |
| Total | 26579106 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4748086 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21831020 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1596 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 211723 | CurrentTaxYearMinus1Year |
| Current Tax Year | 536985 | CurrentTaxYear |
| Total | 751735 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50001 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4740 | CurrentTaxYear |
| Total | 173491 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27504332 | TotalSupport |
| Gross Receipts From Admissions Etc | 1523352 | GrossReceiptsFromAdmissionsEtc |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12346793 | BeginningOfYearBalance |
| Contributions | 120701 | Contributions |
| End Of Year Balance | 12467494 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 105000 | BeginningOfYearBalance |
| Contributions | 12241793 | Contributions |
| End Of Year Balance | 12346793 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 105000 | BeginningOfYearBalance |
| End Of Year Balance | 105000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 105000 | Contributions |
| End Of Year Balance | 105000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25552 | OtherCostOrOtherBasis |
| Depreciation | 25507 | Depreciation |
| Book Value | 45 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 863326 | OtherCostOrOtherBasis |
| Depreciation | 576736 | Depreciation |
| Book Value | 286590 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 286635 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY LIABILITY | $940,697 |
| AIRCRAFT RESERVES | $10,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 950818 | TotalOfAmounts |
| Total Revenue | 8610155 | TotalRevenue |
| Total Expenses | 7932522 | TotalExpenses |
| Excess Or Deficit For Year | 677633 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -819510 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -819510 | TotalAdjustments |
| Excess Or Deficit Per FS | -141877 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7473233 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -819510 | NetUnrealizedGainsInvestments |
| Other Revenues | -437698 | OtherRevenues |
| Revenue Not Rptd F990 | -1257208 | RevenueNotRptdF990 |
| Revenue Subtotal | 8730441 | RevenueSubtotal |
| Other Revenues Not Included | -120286 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -120286 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8610155 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7615110 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 120286 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 120286 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7494824 | ExpensesSubtotal |
| Other Expenses Not Included | 437698 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 437698 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7932522 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Reconciliation of Revenue and Expense per Audited Financial Statements | Part XII, Line 2d and XIII, Line 4b | Contribution Revenue was offset against Bad Debt Expense and Investment Income was offset against Investment Fees per Audited Financials. The amounts on Part XII, Line 2d and XIII, Line 4b are to reclassify Bad Debt expenses and Investment Fees from Revenue to Expense. Bad Debt Expense = $384,001 and Investment Fee Expense = $53,697. Total $437,698. The adjustment of Part XII, Line 4b and Part XIII, Line 2d related to reclassification of fundraising event expenses. Direct Fundraising Event Expenses was $120,286, this amount is offset against Gross Income from Fundraising Events on Line 8b, Page 9, Form 990. |
| SCHEDULE D, PAGE 2 - PART V, ENDOWMENT FUNDS, LINE 4 | ENDOWMENT FUNDS ARE USED TO SUPPORT AOPA FOUNDATION'S MISSION STATEMENT. SEE FORM 990, PART III FOR DETAILED MISSION STATEMENT. | |
| FIN 48 FOOTNOTE - SCHEDULE D, PART X-2 | THE FOUNDATION RECOGNIZES OR DERECOGNIZES TAX POSITIONS ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | TELEFUND INC | NameOfIndividual |
| Activity | FUNDRAISING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 386924 | GrossReceipts |
| Amount Retained By Contractor | 131242 | AmountRetainedByContractor |
| Net To Organization | 255682 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 386924 | TotalGrossReceipts |
| Total Retained By Contractors | 131242 | TotalRetainedByContractors |
| Total Net To Organization | 255682 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 107950 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 80325 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27625 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 44613 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 37446 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 30100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8127 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 107950 | GrossReceiptsTotal |
| Charitable Contributions Total | 80325 | CharitableContributionsTotal |
| Gross Revenue Total Events | 27625 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 44613 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 37446 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 30100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8127 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 120286 | DirectExpenseSummaryEvents |
| Net Income Summary | -92661 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|
| AOPA Membership Publications Inc | |||||||
| 421 Aviation Way | Frederick | MD | 21701 | 522055960 | 120000 | The AOPA Flight Training Student Retention Initiative is a long-term industry wide effort designed to increase the percentage of students who earn a pilot certificate. This grant supports AFI's mission to promote, advance and encourage aviation; and to encourage and support the flight training of pilots. | |
| Aircraft Owners & Pilots Association | |||||||
| 421 Aviation Way | Frederick | MD | 21701 | 520636210 | 281250 | AOPA Live is a key communication tool that captures high-qaulity video that amplifies the world of aviation for aviation audiences and the general public. AOPA Live materials will be recorded and indexed for easy archival viewing. | 501c4 |
| AOPA Membership Publications Inc | |||||||
| 421 Aviation Way | Frederick | MD | 21701 | 522055960 | 118400 | To put together a presentation about General Aviation to educate about general aviation to community groups, students, and media outlets. The presentation will have factual information about GA and be tailored to various audiences. It will be available online and downloadable with video embedded. | |
| AOPA Membership Publications Inc | |||||||
| 421 Aviation Way | Frederick | MD | 21701 | 522055960 | 51800 | Provide media relationship tools to educate pilots and others in the aviation industry about best practices when speaking to the media after general aviation accidents or during high profile interviews. The product will be online and include video and real examples of media stories with interviews that serve as both good and bad examples. | |
| AOPA Membership Publications Inc | |||||||
| 421 Aviation Way | Frederick | MD | 21701 | 522055960 | 93240 | A proactive media campaign will bring GA's message to communities across the country. Purpose is to dramticall move the GA public preception needle to the high positive side. | |
| Aircraft Owners & Pilots Association | |||||||
| 421 Aviation Way | Frederick | MD | 21701 | 522055960 | 166138 | The study of General Aviation's impact on the national economy and regional economies. The study will demonstrate to policy and opinion leaders General Aviation's vital role in the economic and social fabric of the nation and in regional economies. | 501c4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Explanation | The AOPA Foundation (Foundation) has written procedures for requesting funding. The request for funding must conform to, and foster the purposes set forth in the Foundation's Articles of Incorporation. All organizations awarded grants by the Foundation must complete and return, upon completion of the project, a final report detailing and accounting for how the grant funds were spent. Grant funds may only be spent in furtherance of the project documented on the grant application. Final reports should be as complete as possible and include receipts of items purchased with grant funds. Any unused funds must be returned. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Roger C Myers Jr | ||||||||||||
| 0 | 296873 | 0 | 182404 | 0 | 10135 | 0 | 282889 | 28516 | 0 | 800817 | ||
| Craig L Fuller | ||||||||||||
| 0 | 509143 | 0 | 193125 | 0 | 62895 | 0 | 37169 | 12951 | 0 | 815283 | ||
| Harvey Cohen | ||||||||||||
| 208857 | 0 | 53896 | 0 | 12714 | 0 | 41196 | 0 | 330572 | 0 | 13909 | ||
| Philip B Boyer | ||||||||||||
| 0 | 0 | 0 | 774251 | 0 | 0 | 774251 | 525000 | |||||
| Bruce Landsberg | ||||||||||||
| 259635 | 0 | 59420 | 0 | 9774 | 0 | 74778 | 0 | 415381 | 0 | 11774 | ||
| Gary Martin | ||||||||||||
| 145397 | 0 | 10000 | 0 | 2018 | 0 | 14802 | 0 | 180593 | 0 | 8376 | ||
| Robert Moran | ||||||||||||
| 0 | 271410 | 0 | 99360 | 0 | 13513 | 0 | 67792 | 10312 | 0 | 462387 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | Certain directors and officers received first class air travel, and travel for companions. 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 INCENTIVE PAY PROGRAM. TARGET INCENTIVE PAY AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL INCENTIVE PAY AWARDED 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 INCENTIVE AWARDS 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: Harvey Cohen = $20,250, Bruce Landsberg = $51,508 and Robert Moran = $40,500. Phil Boyer received distributions of $774,251 from 457F plan 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 Pay Time Off balance and earning a bonus as well as deferred compensation that represent severance and contractor fee to be paid in 2012. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN YODICE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SECRETARY | Relationship |
| Amount Of Transaction | 40717 | AmountOfTransaction |
| Description Of Transaction | CORPORATE LEGAL COUNSEL | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 727 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 875 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 570 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | various auction items | Description |
| Number Of Contributions | 91 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 188356 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Online Auction | Identifier |
| Explanation | The AOPA Foundation, Inc. uses an online service provider to host its annual online auction. The online auction service provides training, support, services and access to software to facilitate AFI's online auction needs. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (18 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part VI, Section A, Line 6 | The AOPA Foundation's Bylaws state the members shall be those persons who, from time to time, constitute the Board of Trustees of Aircraft Owners & Pilots Association, a non profit New Jersey corporation. Whenever any person shall cease to be a member of the Board of Trustees of said Association, for any reason, he shall contemporaneously cease to be a member of this Foundation, and his successor upon the Board of Trustees of said Association shall forthwith become a member of this Foundation. | |
| Part VI, Section B, Line 11a&b | IN CONJUNCTION WITH GRANT THORNTON LLP TAX SPECIALISTS, AOPA FOUNDATION 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 AOPA FOUNDATION'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. 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, ORGANIZATION, AND HUMAN RESOURCES 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 INCENTIVE PAY PROGRAM. TARGET INCENTIVE PAY AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL INCENTIVE PAY AWARDED 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 INCENTIVE AWARDS 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 1023 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), A RELATED, SECTION 501(C)(4) ORGANIZATION (EIN 52-0636210). THEY DEVOTE SOME OF THEIR (40+ HOURS/WEEK) POSITION AT AOPA TO WORK FOR THE AOPA FOUNDATION, INC. | |
| Part XI - Reconciliation of Net Assets, Line 5 | Other changes in net assets of ($819,510) represent Unrealized Investment Losses. | |
| OTHER EXPENSES | DESCRIPTION:NON-CAP PURCHASES TOTAL EXPENSES:2098 PROGRAM SERVICES:MANAGEMENT AND GENERAL:201 FUNDRAISING:1897 | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:BANK FEES TOTAL EXPENSES:68743 PROGRAM SERVICES:28932 MANAGEMENT AND GENERAL:4184 FUNDRAISING:35627 | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:2405 PROGRAM SERVICES:239 MANAGEMENT AND GENERAL:2166 FUNDRAISING: | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:EMAIL DEPLOYMENT TOTAL EXPENSES:31658 PROGRAM SERVICES:28252 MANAGEMENT AND GENERAL:FUNDRAISING:3406 | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:INTERNET SERVICES TOTAL EXPENSES:135468 PROGRAM SERVICES:135468 MANAGEMENT AND GENERAL:FUNDRAISING: | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:AFI PROJECTS TOTAL EXPENSES:99184 PROGRAM SERVICES:99184 MANAGEMENT AND GENERAL:FUNDRAISING: | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:ADMIN AND OTHER ALLOCATIONS PROGRAM SERVICES:1131152 MANAGEMENT AND GENERAL:-246642 FUNDRAISING:-884510 | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:FUNDRAISING EVENT(OFFSET REV) TOTAL EXPENSES:-120286 PROGRAM SERVICES:MANAGEMENT AND GENERAL:FUNDRAISING:-120286 | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:PRINT, MAIL & POSTAGE TOTAL EXPENSES:717865 PROGRAM SERVICES:412244 MANAGEMENT AND GENERAL:2107 FUNDRAISING:303514 | FORM 990 PART IX |
| OTHER EXPENSES | DESCRIPTION:BAD DEBT & RELATED COSTS TOTAL EXPENSES:384001 FUNDRAISING:384001 | FORM 990 PART IX |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aircraft Owners & Pilots Association | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 Aviation Way | AddressLine1 |
| City | Frederick | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520636210 | EIN |
| Primary Activities | Membership | PrimaryActivities |
| Legal Domicile State | NJ | LegalDomicileState |
| Exempt Code Section | 501c4 | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AOPA SERVICE CORPORATION | |||||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | 530211507 | MARKETING | DC | AOPA | C CORP | 0 | 0 | 0.00000 |
| AOPA MEMBERSHIP PUBLICATIONS INC | |||||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | 522055960 | MAGAZINES | MD | AOPA | C CORP | 0 | 0 | 0.00000 |
| AOPA INSURANCE AGENCY | |||||||||||
| 1995 MIDFIELD ROAD | WICHITA | KS | 67209 | 521813554 | INSURANCE | MD | AOPA | C CORP | 0 | 0 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AIRCRAFT OWNERS & PILOTS ASSOCIATION | ||
| B | 447388 | FMV |
| AIRCRAFT OWNERS & PILOTS ASSOCIATION | ||
| M,O | 4671895 | FMV |
| AIRCRAFT OWNERS & PILOTS ASSOCIATION | ||
| R | 845709 | FMV |
| AOPA MEMBERSHIP PUBLICATIONS INC | ||
| R | 57500 | FMV |
| AOPA MEMBERSHIP PUBLICATIONS INC | ||
| L | 64495 | FMV |
| AOPA INSURANCE AGENCY | ||
| C | 502500 | FMV |
| AOPA SERVICE CORPORATION | ||
| C | 80000 | FMV |
Comments