2012-08-07T11:24:22-05:00 2011-12-31 GRANT THORNTON LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2011-01-01 208817225 The AOPA Foundation Inc % ERICA SACCOIA VP-CONTROLLER AOPA 3016952000 421 Aviation Way Frederick MD 21701 douglas kitani 2012-08-06 true 7038477500 2011 2016-02-24 21:20:13Z Bruce Landsberg President 421 AVIATION WAY FREDERICK MD 21701 9433670 false X www.aopa.org/foundation X 2007 MD 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. 10 9 21 0 0 0 7680395 6542554 254751 1267525 298932 787997 27686 12079 8261764 8610155 224790 835828 0 0 1613257 2292728 171052 131242 1138581 2968361 4672724 4977460 7932522 3284304 677633 30718953 30789674 1391718 1604316 29327235 29185358 X 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. false false 6235852 835828 1267525 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. 6235852 true true false false false false false false true true false false false true true true false false false false false false true true false false true false true false false false false false false false true true false false false false true false false true false true 42 0 true 21 true false false false false false true true false false false false X 10 9 false false false false true false 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 SACCOIA VP-CONTROLLER 3016952000 421 AVIATION WAY Frederick MD 21701 X William C Trimble III X Paul C Heintz X Herman Neel Hipp jr X X R Anderson Pew X Burgess H Hamlet III X Darrell W Crate X Lawrence D Buhl III X Craig L Fuller 10.0 X X 0 765163 50120 James G Tuthill Jr X Matthew J Desch X John S Yodice X Roger C Myers Jr 10.0 X 0 489412 311405 Bruce Landsberg 40.0 X 328829 0 86552 Douglas Kitani 10.0 X 0 47053 10265 Erica Saccoia 10.0 X 0 109114 18483 Robert Moran 10.0 X 0 384283 78104 Harvey Cohen 40.0 X 275467 0 55105 Gary Martin 40.0 X 157415 0 23178 Philip B Boyer 0.0 X 0 774251 0 761711 2569276 633212 3 true true false 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 4 80325 582500 22425 5857304 190528 6542554 EDUCATIONAL COURSE 900099 1267525 1267525 1267525 436985 436985 0 100000 100000 1054241 703229 351012 351012 351012 27625 80325 120286 -92661 -92661 0 0 OTHER INCOME 900099 4740 4740 4740 8610155 1267525 800076 835828 835828 0 0 0 936607 476412 43667 416528 0 982164 862892 79793 39479 0 46466 21395 13649 11422 327491 280792 23755 22944 0 126734 1471 59391 65872 66431 56301 10130 0 131242 131242 53697 53697 1591577 1035085 262590 293902 39690 34625 5065 6902 2841 3570 491 105084 58421 12569 34094 0 0 94222 14491 10324 69407 0 268235 11924 7112 249199 0 0 129357 129357 23120 18578 4542 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 1321136 1835471 -237984 -276351 7932522 6235852 558089 1138581 X 3028335 2153449 0 874886 3746174 2031612 0 0 7436756 6770376 135184 129406 0 0 0 0 0 0 0 0 129150 93987 888878 602243 399364 286635 18872325 21477658 0 0 0 0 0 0 0 0 30718953 30789674 415715 550691 0 0 110925 102807 0 0 0 0 0 0 0 0 0 0 865078 950818 1391718 1604316 X 8637870 9191559 10931443 10115176 9757922 9878623 29327235 29185358 30718953 30789674 X 677633 -819510 X false true true X false X 175735 5706130 6474292 7680395 6542554 26579106 175735 5706130 6474292 7680395 6542554 26579106 4748086 21831020 10 1421 1596 211723 536985 751735 0 100000 50001 18750 4740 173491 27504332 1523352 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12346793 120701 12467494 105000 12241793 12346793 105000 105000 105000 105000 0.21000 0.79000 false false 25552 25507 45 863326 576736 286590 286635 0 CHARITABLE GIFT ANNUITY LIABILITY 940697 AIRCRAFT RESERVES 10121 950818 8610155 7932522 677633 -819510 -819510 -141877 7473233 -819510 -437698 -1257208 8730441 -120286 -120286 8610155 7615110 120286 120286 7494824 437698 437698 7932522 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. X X X X X X X true TELEFUND INC FUNDRAISING false 386924 131242 255682 386924 131242 255682 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 Dinner 107950 80325 27625 44613 37446 30100 8127 0 0 0 107950 80325 27625 44613 37446 30100 8127 120286 -92661 true 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 501c4 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. 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 501c4 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. 2 Part I, Line 2 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. X X true true X X X X X X false true false false false false false false false 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 13909 330572 0 Philip B Boyer 0 0 0 774251 0 0 774251 525000 Bruce Landsberg 259635 0 59420 0 9774 0 74778 0 11774 415381 0 Gary Martin 145397 0 10000 0 2018 0 14802 0 8376 180593 0 Robert Moran 0 271410 0 99360 0 13513 0 67792 10312 0 462387 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. JOHN YODICE SECRETARY 40717 CORPORATE LEGAL COUNSEL false X 2 727 Selling Price X 875 Selling Price X 2 570 Selling Price X various auction items 91 188356 Selling Price 0 false true true Online Auction 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. 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 FORM 990 PART IX DESCRIPTION:NON-CAP PURCHASES TOTAL EXPENSES:2098 PROGRAM SERVICES:MANAGEMENT AND GENERAL:201 FUNDRAISING:1897 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BANK FEES TOTAL EXPENSES:68743 PROGRAM SERVICES:28932 MANAGEMENT AND GENERAL:4184 FUNDRAISING:35627 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:2405 PROGRAM SERVICES:239 MANAGEMENT AND GENERAL:2166 FUNDRAISING: OTHER EXPENSES FORM 990 PART IX DESCRIPTION:EMAIL DEPLOYMENT TOTAL EXPENSES:31658 PROGRAM SERVICES:28252 MANAGEMENT AND GENERAL:FUNDRAISING:3406 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:INTERNET SERVICES TOTAL EXPENSES:135468 PROGRAM SERVICES:135468 MANAGEMENT AND GENERAL:FUNDRAISING: OTHER EXPENSES FORM 990 PART IX DESCRIPTION:AFI PROJECTS TOTAL EXPENSES:99184 PROGRAM SERVICES:99184 MANAGEMENT AND GENERAL:FUNDRAISING: OTHER EXPENSES FORM 990 PART IX DESCRIPTION:ADMIN AND OTHER ALLOCATIONS PROGRAM SERVICES:1131152 MANAGEMENT AND GENERAL:-246642 FUNDRAISING:-884510 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:FUNDRAISING EVENT(OFFSET REV) TOTAL EXPENSES:-120286 PROGRAM SERVICES:MANAGEMENT AND GENERAL:FUNDRAISING:-120286 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PRINT, MAIL & POSTAGE TOTAL EXPENSES:717865 PROGRAM SERVICES:412244 MANAGEMENT AND GENERAL:2107 FUNDRAISING:303514 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BAD DEBT & RELATED COSTS TOTAL EXPENSES:384001 FUNDRAISING:384001 Aircraft Owners & Pilots Association 421 Aviation Way Frederick MD 21701 520636210 Membership NJ 501c4 N/A NA false 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 false true true false false false false false false false false true true false true false false true 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