AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS (EIN 13-1677290)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-05-31
- IRS object ID
- 202231519349301278
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-31T18:53:51-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131677290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INSTITUTE OF AERONAUTICS AND | BusinessNameLine1Txt |
| Business Name Line2 | ASTRONAUTICS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 8006392422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12700 SUNRISE VALLEY DR NO 200 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201915807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ROSENBLUM | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8006392422 | PhoneNum |
| Signature | 2022-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | ROSENBLUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | DANIEL L DUMBACHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12700 SUNRISE VALLEY DR NO 200 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201915807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,825,505 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1270 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AIAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE INSTITUTE IS TO ADVANCE THE ARTS, SCIENCES, AND TECHNOLOGY OF AERONAUTICS AND ASTRONAUTICS AND TO NURTURE AND PROMOTE THE PROFESSIONALISM OF THOSE ENGAGED IN THESE PURSUITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 77 | TotalEmployeeCnt |
| Total Volunteers | 3700 | TotalVolunteersCnt |
| Total Gross UBI | $194,190 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $51,860 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,021,385 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,188,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,052,957 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,393,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,861,778 | CYInvestmentIncomeAmt |
| PY Other Revenue | $214,452 | PYOtherRevenueAmt |
| CY Other Revenue | $261,692 | CYOtherRevenueAmt |
| PY Total Revenue | $27,848,367 | PYTotalRevenueAmt |
| CY Total Revenue | $24,197,812 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,291,670 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,216,961 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,884,761 | PYOtherExpensesAmt |
| CY Other Expenses | $9,661,853 | CYOtherExpensesAmt |
| PY Total Expenses | $26,193,431 | PYTotalExpensesAmt |
| CY Total Expenses | $18,887,214 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,654,936 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,310,598 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,823,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,755,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,096,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,807,694 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,727,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,947,561 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE ARTS, SCIENCES, AND TECHNOLOGY OF AERONAUTICS AND ASTRONAUTICS AND TO NURTURE AND PROMOTE THE PROFESSIONALISM OF THOSE ENGAGED IN THESE PURSUITS. THE INSTITUTE SHALL ENCOURAGE ORIGINAL RESEARCH, FOSTER DISSEMINATION OF NEW KNOWLEDGE, FURTHER PROFESSIONAL DEVELOPMENT OF THOSE ENGAGED IN SCIENTIFIC AND ENGINEERING ACTIVITIES, IMPROVE PUBLIC UNDERSTANDING OF THE PROFESSION AND ITS CONTRIBUTIONS, FOSTER EDUCATION IN ENGINEERING AND SCIENCE, PROMOTE COMMUNICATION AMONG ENGINEERS AND SCIENTISTS AND WITH OTHER PROFESSIONAL GROUPS, AND STIMULATE OUTSTANDING PROFESSIONAL ACCOMPLISHMENTS. IT SHALL ALSO SERVE THE NEEDS AND PROFESSIONAL INTEREST OF MEMBERS, BRING TO BEAR THE SCIENTIFIC AND TECHNICAL CAPABILITIES OF THE PROFESSION IN AREAS OF NATIONAL CONCERN WHERE IT IS EQUIPPED TO CONTRIBUTE, AND UNDERTAKE OTHER MEASURES APPROPRIATE TO ITS MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,545,367 | ExpenseAmt |
| Revenue | $4,000,274 | RevenueAmt |
| Desc | TECHNICAL ACTIVITIES (CONFERENCES): THE INSTITUTE CONDUCTS TECHNICAL CONFERENCES AND COURSES THAT PROVIDE A FORUM FOR MEMBERS FROM INDUSTRY, ACADEMIA, AND GOVERNMENT TO PRESENT AND EXCHANGE INFORMATION WITH THEIR PEERS IN THE AEROSPACE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,266,700 | ExpenseAmt |
| Revenue | $3,417,782 | RevenueAmt |
| Desc | MEMBER SERVICES: INCLUDES CORPORATE AND PROFESSIONAL MEMBER FORUMS AND MEETINGS TO DISCUSS AEROSPACE TECHNICAL AND COMMUNITY ISSUES, SECTION ACTIVITIES, PROFESSIONAL HONORS AND AWARDS, AND AEROSPACE AMERICA MAGAZINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,966,671 | ExpenseAmt |
| Revenue | $8,863,329 | RevenueAmt |
| Desc | TECHNICAL PUBLICATIONS: THE INSTITUTE PUBLISHES EIGHT PEER-REVIEWED SCHOLARLY SCIENTIFIC AND TECHNICAL JOURNALS IN THE AEROSPACE FIELD AND PRODUCES A SERIES OF TEXTBOOKS FOR STUDENTS IN TEH AEROSPACE FIELD. A DATABASE OF SCIENTIFIC STUDIES IN TEH AEROSPACE FIELD IS PRODUCED AND MAINTAINED BY THE INSTITUTE AS WELL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,651,091 | ExpenseAmt |
| Grant | $8,400 | GrantAmt |
| Revenue | $29,279 | RevenueAmt |
| Desc | OUTREACH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,651,091 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,400 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $29,279 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,429,829 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 358 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 77 | 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 | 0 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN ROSENBLUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006392422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12700 SUNRISE VALLEY DR NO 200 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201915807 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| DANIEL L DUMBACHER | |||||||||
| EXECUTIVE DIRECTOR/SECRETARY | 37.50 | 1.00 | Yes (X) | $438,188 | $0 | $26,945 | |||
| ANGELO IASIELLO | |||||||||
| CHIEF OPERATING OFFICER | 37.50 | $312,514 | $0 | $59,217 | Yes (X) | ||||
| KAREN ROSENBLUM | |||||||||
| SVP, FINANCE, ADMIN & CFO | 37.50 | 1.00 | Yes (X) | $237,164 | $0 | $59,217 | |||
| KAREN THOMAS | |||||||||
| VP, PRODUCT OPERATIONS | 37.50 | $172,435 | $0 | $45,110 | Yes (X) | ||||
| MERRIE SCOTT | |||||||||
| VP, COMMUNITY & PARTNER ENGAGEMENT | 29.00 | 8.50 | $158,168 | $0 | $59,118 | Yes (X) | |||
| RODGER WILLIAMS | |||||||||
| VP, PRODUCT MARKETING & REV DEVELOPMENT | 37.50 | $161,876 | $0 | $41,578 | Yes (X) | ||||
| CHRISTOPHER M SEMON | |||||||||
| DIRECTOR, CORPORATE ENGAGEMENT | 37.50 | $138,939 | $0 | $58,975 | Yes (X) | ||||
| DANIEL CRAIG DAY | |||||||||
| MNGING DIR, PROFESSIONAL DEVELOPMENT | 37.50 | $153,204 | $0 | $28,712 | Yes (X) | ||||
| BENJAMIN IANNOTA | |||||||||
| EDITOR-IN-CHIEF, AA | 37.50 | $133,460 | $0 | $40,099 | Yes (X) | ||||
| ELIZABETH C SHERRILL | |||||||||
| SENIOR DIRECTOR, IT | 37.50 | $142,381 | $0 | $26,014 | Yes (X) | ||||
| KATHRYN TAPLETT | |||||||||
| VP, REV & BRAND MANAGEMENT | 37.50 | $158,356 | $0 | $7,862 | Yes (X) | ||||
| STEPHEN LEE | |||||||||
| SENIOR MANAGER, PRODUCT DEVELOPMENT | 37.50 | $149,448 | $0 | $13,536 | Yes (X) | ||||
| BASIL HASSAN | |||||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LAURA J MCGILL | |||||||||
| PRESIDENT-ELECT (FROM MAY '21) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN S LANGFORD | |||||||||
| IMMEDIATE PAST-PRESIDENT (TO MAY '21) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANNALISA WEIGEL | |||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FRANK CULBERTSON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN R DOWDLE | |||||||||
| TRUSTEE (TO MAR '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LUISELLA GIULICCHI | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| R STEVEN JUSTICE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT LIGHTFOOT | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LOURDES MAURICE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| TODD MOSHER | |||||||||
| TRUSTEE (FROM MAY '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE C NIELD | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| GP BUD PETERSON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KAREN WILLCOX | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,356,133 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $466,383 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HYATT REGENCY ORLANDO | |||||
| 9801 INTERNATIONAL DR | ORLANDO | FL | 32819 | CONVENTION SERVICES | $1,008,000 |
| 360 LIVE MEDIA | |||||
| 1717 RHODE ISLAND AVE NW STE 640 | WASHINGTON | DC | 20036 | EVENT STRATEGY/MARKETING | $530,411 |
| LUMINA DATAMATICS INC | |||||
| DEPT CH 16508 | PALATINE | IL | 60055 | PRINTING/PRODUCTION SERVICES | $444,433 |
| CLARIVATE ANALYTICS | |||||
| PO BOX 3772 | CAROL STREAM | IL | 60132 | SUBSCRIPTION SERVICES | $293,884 |
| ATYPON SYSTEMS INC | |||||
| 5201 GREAT AMERICA PKWY STE 215 | SANTA CLARA | CA | 95054 | PUBLICATION PLATFORM | $270,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $963,000 | GovernmentGrantsAmt |
| All Other Contributions | $58,385 | AllOtherContributionsAmt |
| Total Contributions | $1,021,385 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PUBLICATIONS | 900099 | $8,643,281 | $8,643,281 | |
| MEMBER SERVICES | 900099 | $3,353,238 | $3,189,327 | $163,911 |
| CONFERENCES & EDUCATION | 900099 | $3,197,411 | $3,197,411 | |
| SPONSORSHIPS | 900099 | $718,600 | $718,600 | |
| EXHIBITS | 900099 | $80,177 | $80,177 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,052,957 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,311,331 | TotalRevenueColumnAmt |
| Exclusion | $1,311,331 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $230,148 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,178,140 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,627,693 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,550,447 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,550,447 | TotalRevenueColumnAmt |
| Exclusion | $5,550,447 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANNER ADS | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $30,279 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $30,279 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,265 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,544 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,197,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,120,459 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $194,190 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,861,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,900 | TotalAmt |
| Program Services | $6,900 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,953,035 | TotalAmt |
| Program Services | $1,586,760 | ProgramServicesAmt |
| Management And General | $366,275 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,964,358 | TotalAmt |
| Program Services | $4,886,725 | ProgramServicesAmt |
| Management And General | $1,077,633 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,030 | TotalAmt |
| Program Services | $111,144 | ProgramServicesAmt |
| Management And General | $31,886 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,565 | TotalAmt |
| Program Services | $425,337 | ProgramServicesAmt |
| Management And General | $191,228 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,973 | TotalAmt |
| Program Services | $473,367 | ProgramServicesAmt |
| Management And General | $66,606 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,693 | TotalAmt |
| Program Services | $1,335 | ProgramServicesAmt |
| Management And General | $48,358 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,711 | TotalAmt |
| Program Services | $17,966 | ProgramServicesAmt |
| Management And General | $70,745 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,385 | TotalAmt |
| Management And General | $37,385 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395,180 | TotalAmt |
| Program Services | $3,283,333 | ProgramServicesAmt |
| Management And General | $111,847 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,574 | TotalAmt |
| Program Services | $457,574 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,855 | TotalAmt |
| Program Services | $412,779 | ProgramServicesAmt |
| Management And General | $69,076 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,168,295 | TotalAmt |
| Program Services | $1,981,233 | ProgramServicesAmt |
| Management And General | $187,062 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,411 | TotalAmt |
| Program Services | $113,083 | ProgramServicesAmt |
| Management And General | $35,328 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,529 | TotalAmt |
| Program Services | $402,632 | ProgramServicesAmt |
| Management And General | $82,897 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,195 | TotalAmt |
| Program Services | $29,693 | ProgramServicesAmt |
| Management And General | $5,502 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,871 | TotalAmt |
| Program Services | $449,338 | ProgramServicesAmt |
| Management And General | $44,533 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,580 | TotalAmt |
| Program Services | $221,925 | ProgramServicesAmt |
| Management And General | $33,655 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,108 | TotalAmt |
| Program Services | $61,039 | ProgramServicesAmt |
| Management And General | $19,069 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AWARDS & HONORARIA | $510,199 | $509,058 | $1,141 |
| JOURNALS AND PUBLICATIO | $259,462 | $259,462 | |
| SECTION REBATE | $209,440 | $209,440 | |
| FULFILLMENT | $161,562 | $147,975 | $13,587 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,803 | TotalAmt |
| Program Services | $330,231 | ProgramServicesAmt |
| Management And General | -$36,428 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,887,214 | TotalAmt |
| Program Services | $16,429,829 | ProgramServicesAmt |
| Management And General | $2,457,385 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,940,680 | BOYAmt |
| EOY | $2,399,734 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,039 | BOYAmt |
| EOY | $208,326 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,972 | BOYAmt |
| EOY | $1,917,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,345,733 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,363,070 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,340 | BOYAmt |
| EOY | $982,663 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,245,307 | BOYAmt |
| EOY | $42,982,071 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,067 | BOYAmt |
| EOY | $265,123 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,823,405 | BOYAmt |
| EOY | $48,755,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,994,996 | BOYAmt |
| EOY | $3,856,676 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,098,766 | BOYAmt |
| EOY | $4,951,018 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,476 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,096,238 | BOYAmt |
| EOY | $8,807,694 | 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 | $33,280,167 | BOYAmt |
| EOY | $39,460,561 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,000 | BOYAmt |
| EOY | $487,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,727,167 | BOYAmt |
| EOY | $39,947,561 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,823,405 | BOYAmt |
| EOY | $48,755,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,310,598 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $912,447 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,651 | 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 | $14,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,021,385 | CurrentTaxYearAmt |
| Total | $1,224,445 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,013,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,208,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,476,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,067,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,889,046 | CurrentTaxYearAmt |
| Total | $98,654,456 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,028,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,297,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,523,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,119,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,910,431 | CurrentTaxYearAmt |
| Total | $99,878,901 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $99,878,901 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $984,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,116,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,524,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,411,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,541,479 | CurrentTaxYearAmt |
| Total | $6,578,275 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $984,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,116,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,524,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,411,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,541,479 | CurrentTaxYearAmt |
| Total | $6,578,275 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,265 | CurrentTaxYearAmt |
| Total | $58,540 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,030,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,433,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,059,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,537,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,453,175 | CurrentTaxYearAmt |
| Total | $106,515,716 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93770 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94490 | PublicSupportPY509Pct |
| Investment Income CY | 0.06180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $753 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,964 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,717 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,778,910 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,796,627 | 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 |
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 | $67,129 | CurrentYearMinus3Amt |
| Current Year Minus2 | $47,596 | CurrentYearMinus2Amt |
| Current Year Minus1 | $34,222 | CurrentYearMinus1Amt |
| Current Year | $17,717 | CurrentYearAmt |
| Total | $166,664 | 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 |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $15,145 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,426 | CurrentYearMinus2Amt |
| Current Year Minus1 | $910 | CurrentYearMinus1Amt |
| Current Year | $753 | CurrentYearAmt |
| Total | $20,234 | TotalAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $2 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,335,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,774,761 | DepreciationAmt |
| Book Value | $561,127 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $696,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $696,158 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,313,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,892,151 | DepreciationAmt |
| Book Value | $421,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $982,663 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE INSTITUTE HOLDS AVIATION AND SPACE RELATED STAMP AND COIN COLLECTIONS. EACH OF THESE ITEMS IS CARRIED ON THE BALANCE SHEET AT $1. |
| PART X, LINE 2: | ADDITIONALLY, MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH SEPTEMBER 30, 2021. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PRIZES | GrantTypeTxt |
| Recipient | 14 | RecipientCnt |
| Cash Grant | $6,900 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AWARDEES ARE SELECTED BY COMMITTEE BASED ON MERIT. DOCUMENTATION IS REQUIRED BEFORE A GRANT IS MADE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL L DUMBACHER | ||||||||||||||
| EXECUTIVE DIRECTOR/SECRETARY | $362,961 | $0 | $71,663 | $0 | $3,564 | $0 | $26,000 | $0 | $945 | $0 | $465,133 | $0 | $0 | $0 |
| ANGELO IASIELLO | ||||||||||||||
| CHIEF OPERATING OFFICER | $277,484 | $0 | $32,708 | $0 | $2,322 | $0 | $26,000 | $0 | $33,217 | $0 | $371,731 | $0 | $0 | $0 |
| KAREN ROSENBLUM | ||||||||||||||
| SVP, FINANCE, ADMIN & CFO | $203,768 | $0 | $31,500 | $0 | $1,896 | $0 | $26,000 | $0 | $33,217 | $0 | $296,381 | $0 | $0 | $0 |
| KAREN THOMAS | ||||||||||||||
| VP, PRODUCT OPERATIONS | $155,061 | $0 | $16,000 | $0 | $1,374 | $0 | $17,639 | $0 | $27,471 | $0 | $217,545 | $0 | $0 | $0 |
| MERRIE SCOTT | ||||||||||||||
| VP, COMMUNITY & PARTNER ENGAGEMENT | $157,408 | $0 | $0 | $0 | $760 | $0 | $26,000 | $0 | $33,118 | $0 | $217,286 | $0 | $0 | $0 |
| RODGER WILLIAMS | ||||||||||||||
| VP, PRODUCT MARKETING & REV DEVELOPM | $148,657 | $0 | $12,500 | $0 | $719 | $0 | $8,463 | $0 | $33,115 | $0 | $203,454 | $0 | $0 | $0 |
| CHRISTOPHER M SEMON | ||||||||||||||
| DIRECTOR, CORPORATE ENGAGEMENT | $129,876 | $0 | $8,494 | $0 | $569 | $0 | $26,000 | $0 | $32,975 | $0 | $197,914 | $0 | $0 | $0 |
| DANIEL CRAIG DAY | ||||||||||||||
| MNGING DIR, PROFESSIONAL DEVELOPMENT | $141,422 | $0 | $11,500 | $0 | $282 | $0 | $16,783 | $0 | $11,929 | $0 | $181,916 | $0 | $0 | $0 |
| BENJAMIN IANNOTA | ||||||||||||||
| EDITOR-IN-CHIEF, AA | $125,603 | $0 | $6,750 | $0 | $1,107 | $0 | $7,042 | $0 | $33,057 | $0 | $173,559 | $0 | $0 | $0 |
| ELIZABETH C SHERRILL | ||||||||||||||
| SENIOR DIRECTOR, IT | $140,548 | $0 | $0 | $0 | $1,833 | $0 | $25,682 | $0 | $332 | $0 | $168,395 | $0 | $0 | $0 |
| KATHRYN TAPLETT | ||||||||||||||
| VP, REV & BRAND MANAGEMENT | $146,439 | $0 | $10,000 | $0 | $1,917 | $0 | $6,347 | $0 | $1,515 | $0 | $166,218 | $0 | $0 | $0 |
| STEPHEN LEE | ||||||||||||||
| SENIOR MANAGER, PRODUCT DEVELOPMENT | $141,434 | $0 | $7,000 | $0 | $1,014 | $0 | $12,264 | $0 | $1,272 | $0 | $162,984 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH/SOCIAL CLUB DUES ARE AVAILABLE TO ALL STAFF MEMBERS. DURING THE TAX YEAR, 77 INDIVIDUALS RECEIVED THIS BENEFIT. IT WAS TAXABLE TO ALL WHO RECEIVED IT. |
| PART I, LINE 7 | AIAA HAS A MERIT BONUS SYSTEM THAT APPLIES TO ALL EMPLOYEES AND IS MONITORED BY THE COMPENSATION COMMITTEE OF INDEPENDENT BOARD MEMBERS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN SEPTEMBER 2021. PROCEDURES FOR ELECTING CERTAIN GROUP DIRECTORS WERE UPDATED. THE COUNCIL OF DIRECTORS WAS EXPANDED TO INCLUDE THE CHIEFS AS ADDITIONAL VOTING MEMBERS. CHIEFS ARE NOW COUNTED WHEN DETERMINING A QUORUM. |
| FORM 990, PART VI, SECTION A, LINE 6 | AIAA DOES HAVE MEMBERS. ITS MEMBERSHIP CLASSES INCLUDE HONORARY FELLOWS, HONORARY MEMBERS, FELLOWS, ASSOCIATE FELLOWS, SENIOR MEMBERS, MEMBERS, ASSOCIATE MEMBERS, AFFILIATE MEMBERS, STUDENT MEMBERS, AND CORPORATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | HONORARY FELLOWS, FELLOWS, ASSOCIATE FELLOWS, SENIOR MEMBERS, AND MEMBERS SHALL BE ELIGIBLE TO HOLD OFFICE AND TO VOTE. HONORARY MEMBERS SHALL BE ENTITLED TO VOTE BUT SHALL NOT BE ENTITLED TO BE AN OFFICER OR DIRECTOR. MEMBERS VOTE ANNUALLY TO ELECT MEMBERS OF THE COUNCIL OF DIRECTORS AND BOARD OF TRUSTEES, AND WHEN NEEDED TO MAKE CHANGES TO THE INSTITUTE CONSTITUTION. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO THE CONSTITUTION MUST BE RATIFIED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PLACED ON A WEBSITE FOR THE BOARD OF DIRECTORS TO REVIEW. MANAGEMENT REVIEWS FORM 990 BY VALIDATING THE ANSWERS AND RECONCILING FINANCIAL INFORMATION TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE ACCURACY. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AIAA BOARD MEMBERS AND AIAA STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND DISCLOSURE STATEMENTS AND CERTIFY THAT THE REQUIREMENTS OF THIS POLICY HAVE BEEN MET. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD COMPENSATION COMMITTEE WILL ANNUALLY REVIEW AND RECOMMEND TO THE BOARD FOR APPROVAL THE SALARY ADJUSTMENT POOLS AND THE BONUS POOLS TO BE USED FOR STAFF COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS OF INDEPENDENT BOARD MEMBERS, RELYING ON OUTSIDE KNOWLEDGEABLE CONSULTANTS, ARMED WITH RECENT AND RELEVANT SALARY SURVEYS, AND RECOMMENDS COMPENSATION TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE ON AIAA'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | OUTSIDE PRODUCTION: PROGRAM SERVICE EXPENSES 1,430,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,430,514. CONSULTANTS: PROGRAM SERVICE EXPENSES 1,296,933. MANAGEMENT AND GENERAL EXPENSES 111,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,408,780. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 451,703. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,703. EDITORS: PROGRAM SERVICE EXPENSES 104,183. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,183. |
| FORM 990, PART XI, LINE 9: | BAD DEBT -2,651. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIAA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12700 SUNRISE VALLEY DR STE 200 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541827596 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIAA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |