2022-05-31T18:53:51-05:00 2021-09-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2020-10-01 131677290 AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS AMER 8006392422 12700 SUNRISE VALLEY DR NO 200 RESTON VA 201915807 KAREN ROSENBLUM CHIEF FINANCIAL OFFICER 8006392422 2022-05-31 1 KAREN ROSENBLUM 999009999 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DANIEL L DUMBACHER 12700 SUNRISE VALLEY DR NO 200 RESTON VA 201915807 31825505 0 1270 X WWW.AIAA.ORG X 1963 NY 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. 12 12 77 3700 194190 0 51860 1021385 25188960 16052957 2393095 6861778 214452 261692 27848367 24197812 17000 8400 0 0 9291670 9216961 0 0 0 16884761 9661853 26193431 18887214 1654936 5310598 43823405 48755255 10096238 8807694 33727167 39947561 X 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. 0 0 6545367 4000274 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. 4266700 3417782 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. 3966671 8863329 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. 1651091 8400 29279 OUTREACH. 1651091 8400 29279 16429829 1 1 0 1 0 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 358 0 1 77 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X KAREN ROSENBLUM 8006392422 12700 SUNRISE VALLEY DR NO 200 RESTON VA 201915807 DANIEL L DUMBACHER EXECUTIVE DIRECTOR/SECRETARY 37.50 1.00 X 438188 0 26945 ANGELO IASIELLO CHIEF OPERATING OFFICER 37.50 X 312514 0 59217 KAREN ROSENBLUM SVP, FINANCE, ADMIN & CFO 37.50 1.00 X 237164 0 59217 KAREN THOMAS VP, PRODUCT OPERATIONS 37.50 X 172435 0 45110 MERRIE SCOTT VP, COMMUNITY & PARTNER ENGAGEMENT 29.00 8.50 X 158168 0 59118 RODGER WILLIAMS VP, PRODUCT MARKETING & REV DEVELOPMENT 37.50 X 161876 0 41578 CHRISTOPHER M SEMON DIRECTOR, CORPORATE ENGAGEMENT 37.50 X 138939 0 58975 DANIEL CRAIG DAY MNGING DIR, PROFESSIONAL DEVELOPMENT 37.50 X 153204 0 28712 BENJAMIN IANNOTA EDITOR-IN-CHIEF, AA 37.50 X 133460 0 40099 ELIZABETH C SHERRILL SENIOR DIRECTOR, IT 37.50 X 142381 0 26014 KATHRYN TAPLETT VP, REV & BRAND MANAGEMENT 37.50 X 158356 0 7862 STEPHEN LEE SENIOR MANAGER, PRODUCT DEVELOPMENT 37.50 X 149448 0 13536 BASIL HASSAN PRESIDENT 1.00 1.00 X X 0 0 0 LAURA J MCGILL PRESIDENT-ELECT (FROM MAY '21) 1.00 1.00 X X 0 0 0 JOHN S LANGFORD IMMEDIATE PAST-PRESIDENT (TO MAY '21) 1.00 1.00 X X 0 0 0 ANNALISA WEIGEL TREASURER 1.00 1.00 X X 0 0 0 FRANK CULBERTSON TRUSTEE 1.00 X 0 0 0 JOHN R DOWDLE TRUSTEE (TO MAR '21) 1.00 X 0 0 0 LUISELLA GIULICCHI TRUSTEE 1.00 X 0 0 0 R STEVEN JUSTICE TRUSTEE 1.00 X 0 0 0 ROBERT LIGHTFOOT TRUSTEE 1.00 X 0 0 0 LOURDES MAURICE TRUSTEE 1.00 X 0 0 0 TODD MOSHER TRUSTEE (FROM MAY '21) 1.00 X 0 0 0 GEORGE C NIELD TRUSTEE 1.00 X 0 0 0 GP BUD PETERSON TRUSTEE 1.00 X 0 0 0 KAREN WILLCOX TRUSTEE 1.00 X 0 0 0 2356133 0 466383 29 0 1 0 HYATT REGENCY ORLANDO 9801 INTERNATIONAL DR ORLANDO FL 32819 CONVENTION SERVICES 1008000 360 LIVE MEDIA 1717 RHODE ISLAND AVE NW STE 640 WASHINGTON DC 20036 EVENT STRATEGY/MARKETING 530411 LUMINA DATAMATICS INC DEPT CH 16508 PALATINE IL 60055 PRINTING/PRODUCTION SERVICES 444433 CLARIVATE ANALYTICS PO BOX 3772 CAROL STREAM IL 60132 SUBSCRIPTION SERVICES 293884 ATYPON SYSTEMS INC 5201 GREAT AMERICA PKWY STE 215 SANTA CLARA CA 95054 PUBLICATION PLATFORM 270498 21 963000 58385 1021385 PUBLICATIONS 900099 8643281 8643281 MEMBER SERVICES 900099 3353238 3189327 163911 CONFERENCES & EDUCATION 900099 3197411 3197411 SPONSORSHIPS 900099 718600 718600 EXHIBITS 900099 80177 80177 60250 60250 16052957 1311331 1311331 230148 230148 13178140 7627693 5550447 5550447 5550447 BANNER ADS 541800 30279 30279 1265 1265 31544 24197812 16120459 194190 6861778 X 6900 6900 1500 1500 1953035 1586760 366275 5964358 4886725 1077633 143030 111144 31886 616565 425337 191228 539973 473367 66606 49693 1335 48358 88711 17966 70745 37385 37385 3395180 3283333 111847 457574 457574 481855 412779 69076 2168295 1981233 187062 148411 113083 35328 485529 402632 82897 35195 29693 5502 493871 449338 44533 50000 50000 255580 221925 33655 80108 61039 19069 AWARDS & HONORARIA 510199 509058 1141 JOURNALS AND PUBLICATIO 259462 259462 SECTION REBATE 209440 209440 FULFILLMENT 161562 147975 13587 293803 330231 -36428 18887214 16429829 2457385 0 2940680 2399734 114039 208326 1376972 1917338 7345733 6363070 1115340 982663 38245307 42982071 31067 265123 43823405 48755255 3994996 3856676 5098766 4951018 963000 0 39476 0 10096238 8807694 X 33280167 39460561 447000 487000 33727167 39947561 43823405 48755255 X 5310598 912447 -2651 X 0 1 X 1 0 X 14938 88680 47582 51860 1021385 1224445 19013510 19208443 19476242 25067215 15889046 98654456 19028448 19297123 19523824 25119075 16910431 99878901 0 0 0 99878901 984030 1116775 1524163 1411828 1541479 6578275 984030 1116775 1524163 1411828 1541479 6578275 18513 20032 11923 6807 1265 58540 20030991 20433930 21059910 26537710 18453175 106515716 0.93770 0.94490 0.06180 0.05450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 753 16964 17717 18778910 18796627 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 67129 47596 34222 17717 166664 250000 250000 250000 250000 1000000 1500000 15145 3426 910 753 20234 2 0 2335888 1774761 561127 696158 696158 0 4313687 3892151 421536 982663 X 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. 1 PRIZES 14 6900 PART I, LINE 2: AWARDEES ARE SELECTED BY COMMITTEE BASED ON MERIT. DOCUMENTATION IS REQUIRED BEFORE A GRANT IS MADE. X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 DANIEL L DUMBACHER EXECUTIVE DIRECTOR/SECRETARY 362961 0 71663 0 3564 0 26000 0 945 0 465133 0 0 0 ANGELO IASIELLO CHIEF OPERATING OFFICER 277484 0 32708 0 2322 0 26000 0 33217 0 371731 0 0 0 KAREN ROSENBLUM SVP, FINANCE, ADMIN & CFO 203768 0 31500 0 1896 0 26000 0 33217 0 296381 0 0 0 KAREN THOMAS VP, PRODUCT OPERATIONS 155061 0 16000 0 1374 0 17639 0 27471 0 217545 0 0 0 MERRIE SCOTT VP, COMMUNITY & PARTNER ENGAGEMENT 157408 0 0 0 760 0 26000 0 33118 0 217286 0 0 0 RODGER WILLIAMS VP, PRODUCT MARKETING & REV DEVELOPM 148657 0 12500 0 719 0 8463 0 33115 0 203454 0 0 0 CHRISTOPHER M SEMON DIRECTOR, CORPORATE ENGAGEMENT 129876 0 8494 0 569 0 26000 0 32975 0 197914 0 0 0 DANIEL CRAIG DAY MNGING DIR, PROFESSIONAL DEVELOPMENT 141422 0 11500 0 282 0 16783 0 11929 0 181916 0 0 0 BENJAMIN IANNOTA EDITOR-IN-CHIEF, AA 125603 0 6750 0 1107 0 7042 0 33057 0 173559 0 0 0 ELIZABETH C SHERRILL SENIOR DIRECTOR, IT 140548 0 0 0 1833 0 25682 0 332 0 168395 0 0 0 KATHRYN TAPLETT VP, REV & BRAND MANAGEMENT 146439 0 10000 0 1917 0 6347 0 1515 0 166218 0 0 0 STEPHEN LEE SENIOR MANAGER, PRODUCT DEVELOPMENT 141434 0 7000 0 1014 0 12264 0 1272 0 162984 0 0 0 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. 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. AIAA FOUNDATION 12700 SUNRISE VALLEY DR STE 200 RESTON VA 20191 541827596 EDUCATION VA 501(C)(3) LINE 12A, I AIAA 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0