EXPERIMENTAL AIRCRAFT ASSOCIATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EXPERIMENTAL AIRCRAFT ASSOCIATION INC (EIN 39-0917537)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2022-01-14
- IRS object ID
- 202210149349300501
- Schema version
- 2020v4.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-14T05:48:29-06:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390917537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPERIMENTAL AIRCRAFT ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXPE | BusinessNameControlTxt |
| Phone | 9204264800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WIERZBINSKI | PersonNm |
| Person Title | EXECUTIVE VP/CFO | PersonTitleTxt |
| Phone | 9204264800 | PhoneNum |
| Signature | 2022-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | WIERZBINSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE WEBER | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Preparation | 2022-01-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN WIERZBINSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,282,145 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | DEDICATION TO GROWING AVIATION THROUGH PARTICIPATION & EDUCATION. DELIVER (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 306 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $1,466,487 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $31,700 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,526,978 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,951,176 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,213,220 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,462,431 | CYProgramServiceRevenueAmt |
| PY Investment Income | $914,815 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,706,951 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,724,052 | PYOtherRevenueAmt |
| CY Other Revenue | $3,741,375 | CYOtherRevenueAmt |
| PY Total Revenue | $44,379,065 | PYTotalRevenueAmt |
| CY Total Revenue | $18,861,933 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,179,953 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,268,429 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,436,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,131,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $482,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,299,061 | PYOtherExpensesAmt |
| CY Other Expenses | $12,948,496 | CYOtherExpensesAmt |
| PY Total Expenses | $41,915,244 | PYTotalExpensesAmt |
| CY Total Expenses | $27,348,530 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,463,821 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,486,597 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,965,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,947,894 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,653,734 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,266,127 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,311,337 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,681,767 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. IS DEDICATED TO GROWING AVIATION THROUGH PARTICIPATION AND EDUCATION. WE STRIVE TO DELIVER EDUCATIONAL OFFERINGS AND ACTIVITIES WHICH GUIDE NEW PARTICIPANTS AND REDUCE BARRIERS TO PARTICIPATION. EAA (CONTINUED ON SCHEDULE O) IGNITES AND NURTURES INTEREST BY EMBRACING THE "SPIRIT OF AVIATION" IN ALL THAT WE DO. EAA IS ORGANIZED AND OPERATED EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC AND CHARITABLE PURPOSES. EAA COOPERATES WITH AND ASSISTS GOVERNMENTAL AGENCIES IN THE DEVELOPMENT OF PROGRAMS RELATING TO AVIATION ACTIVITIES, PROMOTES AND ENCOURAGES AVIATION SAFETY, PROMOTES AND ENCOURAGES GRASS ROOTS EFFORTS RELATING TO AVIATION RESEARCH AND DEVELOPMENT AND PROMOTES AND ENCOURAGES AVIATION THROUGH EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $3,833,487 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $21,035 | RevenueAmt |
| Desc | AIRVENTURE - THE LARGEST AVIATION EVENT OF ITS KIND IS HELD EACH YEAR IN LATE JULY. AIRVENTURE EDUCATES THOSE ATTENDING ON AVIATION AND AIRCRAFT THROUGH EXHIBITS, DEMONSTRATION AIRSHOWS, EDUCATIONAL SESSIONS, AND INTERACTIVE DISPLAYS. DUE TO THE 2020 COVID-19 PANDEMIC, AIRVENTURE WAS CANCELLED. ALTHOUGH THE SHOW WAS CANCELLED, COSTS WERE STILL INCURRED IN PLANNING FOR THE EVENT. AIRVENTURE IS EXPECTED TO RESUME IN FY22 AND WILL CONTINUE IN FUTURE YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,653,141 | ExpenseAmt |
| Grant | $46,220 | GrantAmt |
| Revenue | $7,456,800 | RevenueAmt |
| Desc | MEMBERSHIP AND PUBLICATIONS - "SPORT AVIATION" IS A MONTHLY PUBLICATION ISSUED TO MEMBERS WITH A VARIETY OF EDUCATIONAL INFORMATION ON AVIATION. OTHER VARIOUS PRINTED AND DIGITAL PUBLICATIONS ARE PRODUCED ON A PERIODIC BASIS TO INFORM AND EDUCATE MEMBERS OR AIRVENTURE ATTENDEES. INCLUDES COSTS ASSOCIATED WITH PROVIDING KNOWLEDGE AND INFORMATION TO ASSIST WITH TECHNICAL QUESTIONS ON AVIATION MATTERS AND PROMOTING MEMBERSHIP IN THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,055,463 | ExpenseAmt |
| Grant | $936,859 | GrantAmt |
| Revenue | $470,541 | RevenueAmt |
| Desc | EAA SUPPORTS OVER 900 LOCAL DESIGNATED CHAPTERS. THESE CHAPTERS DO NO MEET THE DEFINITION OF "CHAPTERS" WITHIN THE MEANING PROVIDED BY THE FORM 990 INSTRUCTIONS. THESE SO-CALLED CHAPTERS ARE INDIVIDUAL STAND-ALONE ORGANIZATIONS THAT ARE ABOUT PEOPLE, BRINGING TOGETHER INDIVIDUALS INTERESTED IN LEARNING MORE ABOUT AVIATION AS WELL AS SHARING THEIR OWN KNOWLEDGE. CHAPTER MEMBERS ARE INVOLVED IN A VARIETY OF SOCIAL AND EDUCATIONAL ACTIVITIES, INCLUDING YOUNG EAGLES RALLIES, FLY-INS, BUILDING SEMINARS, AND MORE, TO BUILD AWARENESS IN THE COMMUNITY. CHAPTERS ARE INSTRUMENTAL IN ADMINISTERING THE RAY AVIATION SCHOLARSHIP PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,229,080 | ExpenseAmt |
| Grant | $280,350 | GrantAmt |
| Revenue | $2,269,039 | RevenueAmt |
| Desc | FLIGHT EXPERIENCES, MUSEUM ADMISSIONS, SPORT AIR WORKSHOPS, HOSTED EVENTS, AND SPECIAL INTEREST COMMUNITY SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,229,080 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $280,350 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,269,039 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,771,171 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 306 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN WIERZBINKSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204264800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JACK PELTON | ||||||||||
| CEO/CHAIRMAN OF THE BOARD | 32.50 | 17.50 | Yes (X) | Yes (X) | $320,124 | $172,375 | $79,687 | |||
| BRIAN WIERZBINSKI | ||||||||||
| EXECUTIVE VP/CFO | 37.50 | 12.50 | Yes (X) | $243,777 | $81,259 | $62,351 | ||||
| RICK LARSEN | ||||||||||
| VP - COMMUNITIES & MEMB PROGRAM | 49.00 | 1.00 | $241,306 | $4,925 | $47,723 | Yes (X) | ||||
| SEAN ELLIOTT | ||||||||||
| VP - ADVOCACY & SAFETY | 50.00 | 0.00 | $222,219 | $0 | $48,296 | Yes (X) | ||||
| JAMES BUSHA | ||||||||||
| VP - MEMB, MARKETING, PUBLICATIONS | 50.00 | 0.00 | $206,224 | $0 | $41,309 | Yes (X) | ||||
| KAREN KRYZANIAK | ||||||||||
| VP - RISK MANAGEMENT & HR | 50.00 | 0.00 | $213,783 | $0 | $32,582 | Yes (X) | ||||
| DOUGLAS MACNAIR | ||||||||||
| VP - GOVERNMENT RELATIONS | 40.00 | 0.00 | $181,944 | $0 | $27,271 | Yes (X) | ||||
| THOMAS MOULE | ||||||||||
| DIRECTOR, IT | 40.00 | 0.00 | $163,606 | $0 | $33,479 | Yes (X) | ||||
| DAVID GOELZER | ||||||||||
| ATTORNEY - THRU 7/20 | 40.00 | 0.00 | $154,130 | $0 | $27,276 | Yes (X) | ||||
| TONY WIHLM | ||||||||||
| DIRECTOR, FINANCE | 42.50 | 7.50 | $116,653 | $20,586 | $42,569 | Yes (X) | ||||
| KEN STRMISKA | ||||||||||
| VP, DONOR STEWARDSHIP - THRU 7/20 | 0.00 | 50.00 | $0 | $157,063 | $7,324 | Yes (X) | ||||
| DENNIS DUNBAR | ||||||||||
| DIRECTOR, AIRCRAFT OPS. - THRU 7/20 | 40.00 | 0.00 | $120,216 | $0 | $25,530 | Yes (X) | ||||
| CHARLES BECKER | ||||||||||
| DIRECTOR, COMMUNITITES & CHAPTERS | 40.00 | 0.00 | $101,656 | $0 | $23,819 | Yes (X) | ||||
| CHARLIE PRECOURT | ||||||||||
| VICE CHAIRMAN | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STUART AUERBACH | ||||||||||
| TREASURER | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JIM PHILLIPS | ||||||||||
| SECRETARY | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ARMSTRONG | ||||||||||
| DIRECTOR - THRU 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD BEATTIE | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD BEEBE | ||||||||||
| DIRECTOR - THRU 7/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM BOURKE | ||||||||||
| DIRECTOR - AS OF 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE BOWLIN | ||||||||||
| DIRECTOR - THRU 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOE BROWN | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES CLARK | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY DAVIS | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORM DEWITT | ||||||||||
| DIRECTOR - THRU 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEN DIACHUN | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN DUSENBURY | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE GOULIAN | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC GURLEY | ||||||||||
| DIRECTOR - AS OF 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK HARRINGTON | ||||||||||
| DIRECTOR - THRU 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN KLAPMEIER | ||||||||||
| DIRECTOR - THRU 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH KOCOUREK | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN MAJKA | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHIL MARTINEAU | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEN MCKENZIE | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES OLZACKI | ||||||||||
| DIRECTOR - AS OF 11/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID PASAHOW | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEATHER PENNEY | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARREN PLEASANCE | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL SCHAFER | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN SCHWINN | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOU SENO | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN SHACKLETON | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK SOLPER | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VIC SYRACUSE | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK VAN TINE | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DICK VANGRUNSVEN | ||||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CODY WELCH | ||||||||||
| DIRECTOR - THRU 4/20 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,285,638 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $436,208 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $499,216 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STREAMWORKS LLC | |||||
| 20195 SO DIAMOND LAKE RD 700 | ROGERS | MN | 55374 | MEMBERSHIP MARKETING | $466,270 |
| REAL CONSTRUCTION | |||||
| 729 WAUPUN RD | OSHKOSH | WI | 54902 | CONSTRUCTION SERVICES | $339,308 |
| GRANT THORNTON LLP | |||||
| 171 N CLARK STREET SUITE 200 | CHICAGO | IL | 60601 | ACCOUNTING SERVICES | $113,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $4,082,365 | RelatedOrganizationsAmt |
| All Other Contributions | -$131,189 | AllOtherContributionsAmt |
| Noncash Contributions | $139,412 | NoncashContributionsAmt |
| Total Contributions | $3,951,176 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP | 900099 | $5,786,725 | $5,786,725 | |
| PUBLICATION/ADVERTISING | 541800 | $1,429,025 | $1,429,025 | |
| EDUCATIONAL PROGRAMS | 900099 | $169,751 | $169,751 | |
| MUSEUM TOURS/ADMISSIONS | 900099 | $66,230 | $66,230 | |
| OTHER REGISTRATIONS | 900099 | $9,000 | $9,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,700 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,462,431 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352,718 | TotalRevenueColumnAmt |
| Exclusion | $352,718 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $614,699 | TotalRevenueColumnAmt |
| Exclusion | $614,699 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,434 | RealAmt |
| Personal | $27,133 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,274 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $118,160 | RealAmt |
| Personal | $27,133 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,293 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,948 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,980 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,365 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,330,548 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,976,315 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,354,233 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,354,233 | TotalRevenueColumnAmt |
| Exclusion | $3,354,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $888,159 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $438,623 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $449,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $428,099 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,437 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| COST RECOVER-FDN/AFFLIATES/OTHERS | 561000 | $2,269,768 | $2,269,768 | ||
| GAIN ON DEFERRED COMP | 900099 | $213,594 | $213,594 | ||
| HOSTED EVENTS | 900099 | $14,427 | $4,382 | $10,045 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,058 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,787 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $23,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,531,847 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,861,933 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,788,390 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,466,487 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,655,880 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,820 | TotalAmt |
| Program Services | $124,820 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,609 | TotalAmt |
| Program Services | $1,143,609 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,712 | TotalAmt |
| Program Services | $1,322,921 | ProgramServicesAmt |
| Management And General | $488,791 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,554,518 | TotalAmt |
| Program Services | $2,425,871 | ProgramServicesAmt |
| Management And General | $6,128,647 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,486 | TotalAmt |
| Program Services | $275,459 | ProgramServicesAmt |
| Management And General | $166,027 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,676,169 | TotalAmt |
| Program Services | $52,236 | ProgramServicesAmt |
| Management And General | $1,623,933 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,720 | TotalAmt |
| Program Services | $252,240 | ProgramServicesAmt |
| Management And General | $395,480 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,837 | TotalAmt |
| Management And General | $88,837 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,458 | TotalAmt |
| Management And General | $108,458 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,245 | TotalAmt |
| Management And General | $40,245 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,712,848 | TotalAmt |
| Program Services | $334,836 | ProgramServicesAmt |
| Management And General | $1,378,012 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,265 | TotalAmt |
| Program Services | $152,276 | ProgramServicesAmt |
| Management And General | $161,989 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,019 | TotalAmt |
| Program Services | $991,691 | ProgramServicesAmt |
| Management And General | $584,277 | ManagementAndGeneralAmt |
| Fundraising | $51 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,036 | TotalAmt |
| Program Services | $1,453 | ProgramServicesAmt |
| Management And General | $587,583 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,485 | TotalAmt |
| Program Services | $1,080,861 | ProgramServicesAmt |
| Management And General | $1,131,624 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,580 | TotalAmt |
| Program Services | $90,621 | ProgramServicesAmt |
| Management And General | $25,959 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,788 | TotalAmt |
| Program Services | $2,112 | ProgramServicesAmt |
| Management And General | $2,676 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,482 | TotalAmt |
| Management And General | $67,482 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,962,885 | TotalAmt |
| Program Services | $176,774 | ProgramServicesAmt |
| Management And General | $1,786,111 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,689,219 | TotalAmt |
| Program Services | $1,362,664 | ProgramServicesAmt |
| Management And General | $326,555 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $566,887 | $258,268 | $308,619 | |
| CREDIT CARD DISCOUNTS | $212,607 | $8,929 | $203,678 | $0 |
| PROGRAM SUPPLIES | $210,803 | $198,289 | $12,487 | $27 |
| INCOME TAXES | $40,370 | $0 | $40,370 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,682 | TotalAmt |
| Program Services | $8,515,241 | ProgramServicesAmt |
| Management And General | -$7,562,590 | ManagementAndGeneralAmt |
| Fundraising | $482,031 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,348,530 | TotalAmt |
| Program Services | $18,771,171 | ProgramServicesAmt |
| Management And General | $8,095,250 | ManagementAndGeneralAmt |
| Fundraising | $482,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,788 | BOYAmt |
| EOY | $3,273,665 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,044 | BOYAmt |
| EOY | $11,894 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,584 | BOYAmt |
| EOY | $533,911 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,395 | BOYAmt |
| EOY | $1,097,480 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,598,267 | BOYAmt |
| EOY | $1,310,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,119,708 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,377,041 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,859,354 | BOYAmt |
| EOY | $29,742,667 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,935,602 | BOYAmt |
| EOY | $15,060,590 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,037,037 | BOYAmt |
| EOY | $2,886,877 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,965,071 | BOYAmt |
| EOY | $53,947,894 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,521,694 | BOYAmt |
| EOY | $2,589,870 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,718,446 | BOYAmt |
| EOY | $18,076,257 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,200,000 | BOYAmt |
| EOY | $4,600,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,594 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,653,734 | BOYAmt |
| EOY | $25,266,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,825,492 | BOYAmt |
| EOY | $27,248,794 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,485,845 | BOYAmt |
| EOY | $1,432,973 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,311,337 | BOYAmt |
| EOY | $28,681,767 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,965,071 | BOYAmt |
| EOY | $53,947,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,486,597 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,142,973 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,951,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,540,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,272,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,526,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,951,176 | CurrentTaxYearAmt |
| Total | $38,243,357 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,298,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,290,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,250,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,659,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,177,638 | CurrentTaxYearAmt |
| Total | $133,677,994 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $363,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $345,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,210,095 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,613,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,177,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,878,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,332,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,128,814 | CurrentTaxYearAmt |
| Total | $173,131,446 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $384,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $442,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,619 | CurrentTaxYearAmt |
| Total | $1,504,937 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $533,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $851,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $825,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $602,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,001,275 | CurrentTaxYearAmt |
| Total | $3,813,136 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $917,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,189,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,267,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $602,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,340,894 | CurrentTaxYearAmt |
| Total | $5,318,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $167,813,373 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,307,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,499,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,611,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,159,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,084,871 | CurrentTaxYearAmt |
| Total | $7,662,321 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,327 | CurrentTaxYearAmt |
| Total | $507,692 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,370,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,566,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,705,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,292,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,235,198 | CurrentTaxYearAmt |
| Total | $8,170,013 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $858,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $960,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $236,865 | CurrentTaxYearAmt |
| Total | $2,337,044 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,111,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,898,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,442,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,585,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,600,877 | CurrentTaxYearAmt |
| Total | $183,638,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91380 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92710 | PublicSupportPY509Pct |
| Investment Income CY | 0.04450 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | VENDOR COMMISSIONS - 2016 AMOUNT: $ 92,971. 2017 AMOUNT: $ 98,637. 2018 AMOUNT: $ 86,146. 2019 AMOUNT: $ 138,561. DEFERRED COMP ADJUSTMENTS - 2016 AMOUNT: $ 34,094. 2017 AMOUNT: $ 36,192. 2018 AMOUNT: $ 39,406. 2019 AMOUNT: $ 39,166. 2020 AMOUNT: $ 213,594. ADMINISTRATIVE FEES - 2017 AMOUNT: $ 20,000. OTHER EVENTS AND ACTIVITIES - 2018 AMOUNT: $ 732,669. 2019 AMOUNT: $ 782,337. 2020 AMOUNT: $ 23,271. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,282 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,282 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,157,248 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,348,530 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | 0 | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $262,840 | CurrentYearMinus3Amt |
| Current Year Minus2 | $244,562 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,041 | CurrentYearMinus1Amt |
| Current Year | $191,282 | CurrentYearAmt |
| Total | $948,725 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,954,241 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | SCHOOL AGE EDUCATION PROGRAMS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,088,638 | BeginningYearBalanceAmt |
| Contributions | $1,754,205 | ContributionsAmt |
| Investment Earnings Or Losses | $6,615,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,193,240 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,264,834 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,104,557 | BeginningYearBalanceAmt |
| Contributions | $489,360 | ContributionsAmt |
| Investment Earnings Or Losses | $1,047,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,553,249 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,088,638 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,427,463 | BeginningYearBalanceAmt |
| Contributions | $1,506,498 | ContributionsAmt |
| Investment Earnings Or Losses | $900,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,730,239 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,104,557 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,720,883 | BeginningYearBalanceAmt |
| Contributions | $3,432,710 | ContributionsAmt |
| Investment Earnings Or Losses | $2,793,861 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,519,991 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,427,463 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,977,154 | BeginningYearBalanceAmt |
| Contributions | $2,892,084 | ContributionsAmt |
| Investment Earnings Or Losses | $2,572,163 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,229,715 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,211,686 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35042 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53847 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11111 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,017,592 | OtherCostOrOtherBasisAmt |
| Book Value | $4,017,592 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,952,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,103,569 | DepreciationAmt |
| Book Value | $3,849,080 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,202,369 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,300,327 | DepreciationAmt |
| Book Value | $12,902,042 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,073,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,399,995 | DepreciationAmt |
| Book Value | $4,673,546 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,873,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,573,150 | DepreciationAmt |
| Book Value | $4,300,407 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,742,667 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MUSEUM DISPLAY AIRCRAFT | $1,954,241 |
| CONSTRUCTION IN PROGRESS | $932,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,886,877 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,097,457 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,142,973 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $50,065 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$29,000 | OtherRevenueAmt |
| Revenue Not Reported | -$1,121,908 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,219,365 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,245 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$397,677 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$357,432 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,861,933 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,727,027 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $50,065 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $397,677 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $447,742 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,279,285 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,245 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $29,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $69,245 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,348,530 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS OF ART AND HISTORICAL TREASURES EXEMPT PURPOSE THE EAA AVIATION FOUNDATION, INC., ALONG WITH THE EAA AVIATION MUSEUM, MAINTAINS A COLLECTION OF HISTORIC AIRCRAFT, ARTIFACTS, AND ARCHIVAL MATERIALS RELATED TO THE HISTORY OF AVIATION WITH AN EMPHASIS ON RECREATIONAL AVIATION. THE COLLECTION INCLUDES APPROXIMATELY 230 AIRCRAFT, APPROXIMATELY 17,000 ARTIFACTS, 20,000 BOOKS AND PERIODICALS, 750,000 PHOTOGRAPHS AND 8,500 HOURS OF FILM AND VIDEO. THE FOUNDATION LOANS THE COLLECTION TO EAA AND EAA MAKES THESE COLLECTIONS AVAILABLE TO THE GENERAL PUBLIC THROUGH ON-SITE EXHIBITS IN THE PUBLIC MUSEUM, EDUCATIONAL PROGRAMMING, A RESEARCH LIBRARY, AND WEB-BASED CONTENT THAT ATTRACTS MILLIONS OF VISITS EACH YEAR. THROUGH ITS COLLECTIONS, EAA EXPLORES AND CELEBRATES AVIATION'S PAST AND THE SPIRIT OF AVIATION TO ENCOURAGE LEARNING, DISCOVERY, AND ENGAGEMENT WITH AVIATION. |
| PART V, LINE 4: | INTENDED USES OF ORGANIZATION'S ENDOWMENT FUNDS THE FILING ORGANIZATION IS A BENEFICIARY OF THE EAA FOUNDATION'S ENDOWMENT. THE INTENDED USES OF EAA FOUNDATION'S ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT TO EAA FOR GENERAL OPERATIONS, SCHOLARSHIPS, INTERNSHIPS, YOUNG EAGLES PROGRAM, OTHER YOUTH EDUCATION PROGRAMS, FLIGHT SAFETY PROGRAMS, SUPPORT OF WOMEN IN AVIATION, AND AVIATION MUSEUM COLLECTIONS. THE FOUNDATION HAS ADOPTED PRUDENT INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT FUNDS, WHICH ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT EAA PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT FUNDS. THE FOUNDATION HAS A SPENDING POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A PERCENTAGE OF ITS ENDOWMENT FUNDS AVERAGE FAIR VALUE OVER THE PRIOR THREE CALENDAR YEAR-ENDS PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THE FOUNDATION HAS ADOPTED A PRUDENT SPENDING POLICY PERCENTAGE OF 4% FOR 2021 AND 2020. |
| PART X, LINE 2: | ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10 THE ASSOCIATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), DATED NOVEMBER 3, 1993, STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE IRS, DATED OCTOBER 30, 1964, STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC. THE ASSOCIATION AND FOUNDATION PAY UNRELATED BUSINESS INCOME TAX ON CERTAIN OF ITS ACTIVITIES, WHICH ARE DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSE. AS REQUIRED BY THE UNCERTAIN TAX POSITION GUIDANCE, THE ASSOCIATION AND THE FOUNDATION RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE ASSOCIATION AND THE FOUNDATION APPLIED THE UNCERTAIN TAX POSITION GUIDANCE TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS AS OF FEBRUARY 28, 2021 AND FEBRUARY 29, 2020. THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAX THAT HAVE BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED FEBRUARY 28, 2021 AND FEBRUARY 29, 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTERCOMPANY ADJUSTMENT -29,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -438,623. RENTAL PROPERTY EXPENSES -5,274. INTERCOMPANY ADJUSTMENT 46,220. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 438,623. RENTAL PROPERTY EXPENSES 5,274. INTERCOMPANY ADJUSTMENT -46,220. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY ADJUSTMENT 29,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| FLYING 12 CLUB LLC | |||||||
| 912 LA MESA DRIVE | PORTOLA VALLEY | CA | 94028 | 824549305 | $10,000 | FLYING CLUB GRANT | |
| EAA AVIATION FOUNDATION INC | |||||||
| 3000 POBEREZNY RD | OSHKOSH | WI | 54901 | 391033301 | $110,220 | GENERAL SUPPORT | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATION SCHOLARSHIPS | 23 | $150,250 |
| FLIGHT TRAINING ASSISTANCE | 178 | $993,359 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION'S PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN U.S. EDUCATION SCHOLARSHIPS ARE AWARDED BASED ON TIES TO THE ORGANIZATION LIKE MEMBERSHIP AND INVOLVEMENT WITH A CHAPTER, AND DONOR SPECIFIED CRITERIA INCLUDING BUT NOT LIMITED TO GEOGRAPHIC LOCATION, GENDER, FINANCIAL NEED OR SPECIFIC EDUCATION FOCUS AREA. FLIGHT TRAINING ASSISTANCE IS AWARDED BASED ON TIES TO THE ORGANIZATION LIKE MEMBERSHIP AND INVOLVEMENT WITH A CHAPTER, AND DONOR SPECIFIED CRITERIA INCLUDING BUT NOT LIMITED TO GEOGRAPHIC LOCATION, GENDER, FINANCIAL NEED OR SPECIFIC RATING/CERTIFICATE DESIRED. ALL GRANTS AND OTHER ASSISTANCE ARE AWARDED THROUGH AN INDEPENDENT SELECTION COMMITTEE. THE DONORS ARE TYPICALLY NOT INVOLVED IN THE INITIAL SELECTION PROCESS OF POTENTIAL CANDIDATES. IN SOME CASES WHERE A DONOR ASKED TO BE INVOLVED THEY ARE SENT THE TOP 3-5 CANDIDATES FOR INPUT. THE INDEPENDENT SELECTION COMMITTEE AWARDS GRANTS OR OTHER ASSISTANCE KEEPING THE DONOR'S INPUT IN MIND. GRANTS PAID TO OTHER ORGANIZATIONS ARE AWARDED BY A CROSS-FUNCTIONAL GROUP OF EMPLOYEES WHO DETERMINE WHETHER THE RECEIVING ORGANIZATION'S ACTIVITIES ARE IN ALIGNMENT WITH THE MISSION OF EAA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACK PELTON | ||||||||||||||
| CEO/CHAIRMAN OF THE BOARD | $319,555 | $172,068 | $0 | $0 | $569 | $307 | $36,389 | $19,594 | $15,408 | $8,296 | $371,921 | $200,265 | $0 | $0 |
| BRIAN WIERZBINSKI | ||||||||||||||
| EXECUTIVE VP/CFO | $194,004 | $64,668 | $49,773 | $16,591 | $0 | $0 | $26,273 | $8,757 | $20,491 | $6,830 | $290,541 | $96,846 | $0 | $0 |
| RICK LARSEN | ||||||||||||||
| VP - COMMUNITIES & MEMB PROGRAM | $200,540 | $4,093 | $40,766 | $832 | $0 | $0 | $23,982 | $489 | $22,787 | $465 | $288,075 | $5,879 | $0 | $0 |
| SEAN ELLIOTT | ||||||||||||||
| VP - ADVOCACY & SAFETY | $183,307 | $0 | $37,464 | $0 | $1,448 | $0 | $21,287 | $0 | $27,009 | $0 | $270,515 | $0 | $0 | $0 |
| JAMES BUSHA | ||||||||||||||
| VP - MEMB, MARKETING, PUBLICATIONS | $205,071 | $0 | $0 | $0 | $1,153 | $0 | $17,554 | $0 | $23,755 | $0 | $247,533 | $0 | $0 | $0 |
| KAREN KRYZANIAK | ||||||||||||||
| VP - RISK MANAGEMENT & HR | $177,849 | $0 | $35,934 | $0 | $0 | $0 | $20,108 | $0 | $12,474 | $0 | $246,365 | $0 | $0 | $0 |
| DOUGLAS MACNAIR | ||||||||||||||
| VP - GOVERNMENT RELATIONS | $181,944 | $0 | $0 | $0 | $0 | $0 | $16,317 | $0 | $10,954 | $0 | $209,215 | $0 | $0 | $0 |
| THOMAS MOULE | ||||||||||||||
| DIRECTOR, IT | $163,606 | $0 | $0 | $0 | $0 | $0 | $14,078 | $0 | $19,401 | $0 | $197,085 | $0 | $0 | $0 |
| DAVID GOELZER | ||||||||||||||
| ATTORNEY - THRU 7/20 | $140,011 | $0 | $0 | $0 | $14,119 | $0 | $12,896 | $0 | $14,380 | $0 | $181,406 | $0 | $0 | $0 |
| TONY WIHLM | ||||||||||||||
| DIRECTOR, FINANCE | $114,103 | $20,136 | $2,550 | $450 | $0 | $0 | $9,674 | $1,707 | $26,510 | $4,678 | $152,837 | $26,971 | $0 | $0 |
| KEN STRMISKA | ||||||||||||||
| VP, DONOR STEWARDSHIP - THRU 7/20 | $0 | $116,324 | $0 | $40,739 | $0 | $0 | $0 | $0 | $0 | $7,324 | $0 | $164,387 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SOCIAL CLUB DUES THE ORGANIZATION PROVIDES AN EAA EMPLOYEES FLYING CLUB MEMBERSHIP FOR THE FOLLOWING EMPLOYEES: JACK PELTON, SEAN ELLIOTT, JAMES BUSHA, DENNIS DUNBAR & DAVID GOELZER. THE AMOUNT TREATED AS TAXABLE COMPENSATION IS INCLUDED ON SCHEDULE J, PART II. |
| PART I, LINE 1B | SOCIAL CLUB DUES REFER TO THE PART I, LINE 1A NARRATIVE. |
| PART I, LINE 3 | COMPARABLE COMPENSATION DATA THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION TAKES INTO ACCOUNT COMPENSATION LEVELS OF COMPARABLE POSITIONS IN PEER ORGANIZATIONS. |
| PART I, LINE 5 | COMPENSATION CONTINGENT ON REVENUES OF THE ORGANIZATION ONE OF THE CATEGORIES USED TO DETERMINE INCENTIVE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES IS GROSS OPERATING REVENUE. |
| PART I, LINE 6 | COMPENSATION CONTINGENT ON NET EARNINGS OF THE ORGANIZATION ONE OF THE CATEGORIES USED TO DETERMINE INCENTIVE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES IS NET OPERATING INCOME. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN OF NEKIMI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 396083771 | BondIssuerEIN |
| Bond Issued | 2008-07-11 | BondIssuedDt |
| Issue Price | $10,000,000 | IssuePriceAmt |
| Purpose | AIRVENTURE GROUNDS CAP. IMP | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,200,000 | RetiredAmt |
| Total Proceeds | $8,800,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $52,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $8,748,000 | CapitalExpendituresAmt |
| Substantial Completion | 2028 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED BANK | BusinessNameLine1Txt |
| Business Name Line2 | CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | Yes (1) | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,975 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER PRG SUPPLIES | 2 | $24,914 | FMV |
| Yes (X) | SPORT AIR SUPPLIES | 3 | $15,149 | FMV |
| Yes (X) | AIRCRAFT PARTS & COMPONEN | 4 | $4,374 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, LINE C | ORGANIZATION NAME THE ORGANIZATION'S LEGAL NAME IS "EXPERIMENTAL AIRCRAFT ASSOCIATION, INC." BUT IS ALSO REFERRED TO SIMPLY AS "EAA". FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: EDUCATIONAL OFFERINGS & ACTIVITIES WHICH GUIDE NEW PARTICIPANTS & REDUCE BARRIERS TO PARTICIPATION. |
| FORM 990, PART III, LINE 3 | EAA EXPERIENCED A REDUCTION IN OPERATIONS OVER THE COURSE OF THE 2021 FISCAL YEAR DUE TO THE NOVEL CORONAVIRUS PANDEMIC PUBLIC EMERGENCY. AS A RESULT OF THE PANDEMIC, THE EAA CANCELED ALL EVENTS, INCLUDING AIRVENTURE 2020, AIR TOURS, EDUCATION AND MUSEUM PROGRAMMING. PROGRAM PARTICIPATION BY EAA'S CHAPTER NETWORK WAS SIGNIFICANTLY IMPACTED AS WELL. THESE CHANGES IN OPERATIONS, EVENTS, AND PARTICIPATION ARE ANTICIPATED TO ONLY AFFECT THE 2021 FISCAL YEAR. |
| FORM 990, PART V, LINE 2A | NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE EAA IS THE COMMON PAYMASTER FOR EAA FOUNDATION, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR EAA. |
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS AND THEIR RIGHTS EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. HAS NEARLY 225,000 MEMBERS. ALL MEMBERS 18 YEARS OF AGE AND OLDER ARE ALLOWED TO VOTE ON LIMITED BUSINESS DECISIONS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | CLASSES OF PERSONS WITH CERTAIN BOARD-ELECTION RIGHTS MEMBERS OF EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. CAN VOTE DIRECTLY FOR BOARD OF DIRECTORS CANDIDATES. |
| FORM 990, PART VI, SECTION A, LINE 7B | CLASSES OF PERSONS WITH CERTAIN APPROVAL RIGHTS DECISIONS TO MERGE OR CONSOLIDATE WITH OTHER CORPORATIONS OR BUSINESSES AND DECICIONS TO SELL, LEASE, EXCHANGE OR OTHERWISE DISPOSE OF ALL, OR SUBSTANTIALLY ALL, OF THE PROPERTY AND ASSETS OF THE ORGANIZATION WOULD REQUIRE A VOTE OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 10B: LOCAL CHAPTER, AFFILIATE, OR BRANCH ACTIVITIES POLICIES EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. HAS DESIGNATED "CHAPTERS" BUT SUCH CHAPTERS DO NO MEET THE DEFINITION OF "CHAPTERS" WITHIN THE MEANING PROVIDED BY FORM 990 INSTRUCTIONS. EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. DOES NOT HAVE LEGAL AUTHORITY TO EXERCISE SUPERVISION AND CONTROL OVER THE AFFAIRS OF THE AFFILIATED CHAPTERS. ACCORDINGLY, THE ORGANIZATION HAS ANSWERED FORM 990, PART VI, LINE 10A "NO". |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS THE ORGANIZATION USES TO REVIEW FORM 990 THE FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM AND REVIEWED BY ORGANIZATION MANAGEMENT. THE AUDIT COMMITTEE OF THE BOARD REVIEWED A DRAFT COPY OF THE RETURN WITH MANAGEMENT AND THE INDEPENDENT TAX RETURN PREPARERS. AFTER APPROVAL BY THE AUDIT COMMITTEE, THE FORM 990 WAS UPDATED TO INCORPORATE ANY NECESSARY CHANGES AND A COPY OF THE RETURN WAS PROVIDED ELECTRONICALLY TO THE CFO TO DISTRIBUTE TO THE ENTIRE BOARD OF DIRECTORS WITH A REQUEST FOR FEEDBACK. SUBSEQUENT TO RECEIPT OF FEEDBACK, NECESSARY CHANGES WERE MADE TO THE DRAFT FORM 990. THE FINALIZED VERSION OF FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND THEN FILED WITH THE IRS ON OR BEFORE THE JANUARY 18, 2022 EXTENDED FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ORGANIZATION'S PRACTICES FOR MONITORING CONFLICTS OF INTEREST ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN-HOUSE LEGAL COUNSEL REVIEWS ALL FORMS. ANY DISCLOSURES NOTED ARE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT THE HR & GOVERNANCE COMMITTEE MAKES DECISIONS ABOUT THE CEO/CHAIRMAN OF THE BOARD'S TOTAL COMPENSATION IN CLOSED SESSION WITHOUT THE PRESENCE OF THE CEO/CHAIRMAN OF THE BOARD. THIS IS DONE ON AN ANNUAL BASIS AND WAS LAST DONE IN FEBRUARY 2020. AN OUTSIDE ANALYSIS IS DONE EVALUATING COMPARABLE ORGANIZATIONS AS WELL AS A MARKET ANALYSIS OF LIKE POSITIONS. THIS PROCEDURE WAS PERFORMED IN THE THIRD QUARTER OF FY2016. FORM 990, PART VI, LINE 15B PROCESS FOR DETERMINING COMPENSATION OF OFFICERS & KEY EMPLOYEES AN OUTSIDE MARKET ANALYSIS IS DONE FOR THE SENIOR LEADERSHIP TEAM AND PRESENTED TO THE HR & GOVERNANCE COMMITTEE. THE COMMITTEE, IN PARTNERSHIP WITH THE CHAIRMAN OF THE BOARD, DETERMINES THE TOTAL COMPENSATION FOR THE SENIOR TEAM. THIS PROCUEDURE WAS PERFORMED IN THE FIRST QUARTER OF FY2016. CHANGES TO THE OVERALL COMPENSATION OF THE SENIOR TEAM HAS BEEN MINIMAL SINCE THE LAST REVIEW. AN INTERNAL COMPARABLE MARKET ANALYSIS IS DONE FOR ALL OTHER POSITIONS AND IS TYPICALLY DONE EVERY COUPLE OF YEARS UNLESS MARKET CONDITIONS SHIFT. THIS PROCEDURE WAS LAST PERFORMED IN THE FIRST QUARTER OF FY2016. FORM 990, PART VI, LINE 17 STATES WITH WHICH A COPY OF FORM 990 MUST BE FILED THE ORGANIZATION FILES IN THE LISTED STATES FOR CHARITABLE REGISTRATION PURPOSES. |
| FORM 990, PART VI, SECTION C, LINE 18 | ORGANIZATION'S POLICY REGARDING MAKING CERTAIN DOCUMENTS PUBLIC THE 2021 FISCAL YEAR FORM 990 WILL BE POSTED TO THE ORGANIZATION'S WEBSITE, WWW.EAA.ORG, UPON THE FILING OF THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION'S POLICY REGARDING MAKING CERTAIN DOCUMENTS PUBLIC THE ANNUAL AUDITED FINANCIAL STATEMENT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW.EAA.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST, EITHER IN HARD COPY OR ELECTRONIC FORM, WHICHEVER IS REQUESTED. |
| FORM 990, PART VIII, LINE 1F: | ALL OTHER CONTRIBUTIONS, GIFTS, AND GRANTS IN 2020, AN ADJUSTMENT WAS MADE TO THE ACCOUNTING METHOD FOR REVENUE REPORTING OF CONTRIBUTIONS AND SPONSORSHIPS. THIS CHANGE WAS MADE IN RESPONSE TO REVENUE RECOGNITION WITHIN THE GAAP AUDITED FINANCIAL STATEMENTS. THE CHANGE RESULTED IN NEGATIVE CONTRIBUTIONS, GIFTS, GRANTS AND SIMILAR AMOUNTS BEING REPORTED ON FORM 990, PART VIII, LINE 1F. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| EAA IMC LLC | ||||||||
| 3000 POBEREZNY ROAD | OSHKOSH | WI | 54902 | LICENSING | WI | $0 | $0 | EAA |
| EAA STC LLC | ||||||||
| 3000 POBEREZNY ROAD | OSHKOSH | WI | 54902 | STC ISSUANCE | WI | $1,700 | $50,036 | EAA |
| BLUE SKY PROPERTY HOLDINGS LLC | ||||||||
| 3000 POBEREZNY ROAD | OSHKOSH | WI | 54902 | PROPERTY | WI | $0 | -$7,871 | EAA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAA AVIATION FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 POBEREZNY ROAD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391033301 | EIN |
| Primary Activities | SUPPORT EAA | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EAA AVIATION FOUNDATION INC | ||
| B | $110,220 | FMV |
| EAA AVIATION FOUNDATION INC | ||
| C | $4,082,365 | FMV |
| EAA AVIATION FOUNDATION INC | ||
| K | $1,009,703 | FMV |
| EAA AVIATION FOUNDATION INC | ||
| L | $1,095,933 | FMV |
| EAA AVIATION FOUNDATION INC | ||
| Q | $51,511 | FMV |