2018-07-23T08:36:23-05:00 2017-09-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2016-10-01 131677290 AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS AMER 8006392422 12700 SUNRISE VALLEY DRIVE NO 200 RESTON VA 20191 KAREN ROSENBLUM CHIEF FINANCIAL OFFICER 8006392422 2018-07-17 1 JOHN HUSKINS P01081531 9197196400 2018-07-23 2016 2022-09-23 18:48:47Z DANIEL L DUMBACHER 12700 SUNRISE VALLEY DRIVE NO 200 RESTON VA 20191 28335774 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. 15 15 77 3700 167104 -1500 40263 14938 20091327 19158884 759226 1045188 180926 182623 21071742 20401633 0 0 0 0 8510696 9725067 0 0 0 13408196 11938849 21918892 21663916 -847150 -1262283 40687875 42676841 9576787 9950677 31111088 32726164 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 4741885 6272265 TECHNICAL ACTIVITIES (CONFERENCES): THE INSTITUTE CONDUCTS TECHNICAL CONFERENCES THAT PROVIDE A FORUM FOR MEMBERS FROM INDUSTRY, ACADEMIA, AND GOVERNMENT TO PRESENT AND EXCHANGE INFORMATION WITH THEIR PEERS IN THE AEROSPACE COMMUNITY. 4196445 9052884 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 THE AEROSPACE FIELD. A DATABASE OF SCIENTIFIC STUDIES IN THE AEROSPACE FIELD IS PRODUCED AND MAINTAINED BY THE INSTITUTE AS WELL. 3334404 3744802 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. 4905986 88933 OUTREACH, STRATEGIC PLAN INITIATIVES, BUSINESS DEVELOPMENT, CUSTODIAL 4905986 88933 17178720 1 0 0 1 0 0 0 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 305 0 1 77 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 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 DRIVE NO 200 RESTON VA 20191 JAMES MASER PRESIDENT 1.00 1.00 X X 0 0 0 DR JOHN S LANGFORD PRESIDENT-ELECT (FROM MAY '17) 1.00 1.00 X X 0 0 0 LAURA MCGILL TREASURER 1.00 X X 0 0 0 DR JOHN D EVANS TRUSTEE 1.00 X 0 0 0 DR LUISELLA GIULICCHI TRUSTEE 1.00 X 0 0 0 PROF KONSTANTINOS KONTIS TRUSTEE 1.00 X 0 0 0 DR FRANK K LU TRUSTEE 1.00 1.00 X 0 0 0 BENJAMIN D MARCHIONNA TRUSTEE 1.00 X 0 0 0 CHRISTIAN MARI TRUSTEE 1.00 X 0 0 0 DR ACHILLE MESSAC TRUSTEE 1.00 X 0 0 0 DR JAMES M RANKIN TRUSTEE 1.00 X 0 0 0 DR ROBIE I SAMANTA ROY TRUSTEE (FROM MAY '17) 1.00 X 0 0 0 DR JAMES E VASATKA TRUSTEE (FROM MAY '17) 1.00 X 0 0 0 DR ANNALISA WEIGEL TRUSTEE 1.00 X 0 0 0 DR WOODROW WHITLOW JR TRUSTEE 1.00 X 0 0 0 JAMES ALBAUGH IMM PAST PRESIDENT (TO MAY '17) 1.00 1.00 X 0 0 0 ALLEN ARRINGTON VP STANDARDS (TO MAY '17) 1.00 1.00 X 0 0 0 JAMES A KEENAN VP-ELECT TECH ACT (TO MAY '17) 1.00 X 0 0 0 LAURA A RICHARD VP-ELECT MEMBER SVCS (TO MAY '17) 1.00 X 0 0 0 DAVID R RILEY VP TECH ACT (TO MAY '17) 1.00 X 0 0 0 JOHN C ROSE VP PUB POLICY (TO MAY '17) 1.00 X 0 0 0 NANCY F ANDERSEN DIRECTOR (TO MAY '17) 1.00 X 0 0 0 TERRY J BURRESS DIRECTOR (TO MAY '17) 1.00 X 0 0 0 SCOTT EBERHARDT DIRECTOR (TO MAY '17) 1.00 X 0 0 0 JOHN R EILER DIRECTOR (TO MAY '17) 1.00 X 0 0 0 DR FERDINAND GROSVELD DIRECTOR (TO MAY '17) 1.00 X 0 0 0 JEFFREY HAMSTRA DIRECTOR (TO MAY '17) 1.00 X 0 0 0 L JANE HANSEN DIRECTOR (TO MAY '17) 1.00 X 0 0 0 DR BASIL HASSAN DIRECTOR (TO MAY '17) 1.00 X 0 0 0 DANIEL T JENSEN DIRECTOR (TO MAY '17) 1.00 X 0 0 0 DR DIMITRI N MAVRIS DIRECTOR (TO MAY '17) 1.00 X 0 0 0 PETER A MONTGOMERY DIRECTOR (TO MAY '17) 1.00 X 0 0 0 ROBIN VERMELAND DIRECTOR (TO MAY '17) 1.00 X 0 0 0 DR MARK S WHORTON DIRECTOR (TO MAY '17) 1.00 X 0 0 0 DR SANDRA MAGNUS EXECUTIVE DIRECTOR 37.50 1.00 X 473883 0 23927 WILLIAM SEYMORE SECRETARY/TREASURER 37.50 1.00 X 171122 0 36801 ANGELO IASIELLO CHIEF OPERATING OFFICER 37.50 X 246608 0 46959 KAREN ROSENBLUM CHIEF FINANCIAL OFFICER 37.50 X 188212 0 44529 SUSAN B LUBERT CHIEF HUMAN RESOURCES OFFICER 37.50 X 187454 0 44499 MEGAN SCHEIDT MANAGING DIR, PRODUCTS & PROGRAMS 37.50 X 152700 0 9633 KAREN THOMAS MANAGING DIR, MEMBER & COMM ENG 37.50 X 151531 0 42946 RODGER WILLIAMS MANAGING DIR, STRATEGIC OUTREACH 37.50 X 147344 0 42854 THOMAS IRVINE MANAGING DIR, CONTENT DEVELOPMENT 37.50 X 192234 0 9688 MERRIE SCOTT DIRECTOR, FOUNDATION DEVELOPMENT 37.50 X 152822 0 43011 CRAIG BYL MANAGER, EDITORIAL & PRODUCTION (TO MAR '17) 37.50 X 137298 0 6951 BENJAMIN IANNOTTA EDITOR-IN-CHIEF, AA 37.50 X 122970 0 41800 2324178 0 393598 27 0 1 0 LUMENS AUDIO VISUAL SERVICES 1827 SOUTH ALMOND AVE ONTARIO CA 91762 AUDIO VISUAL SERVICES 436391 LUMINA DATAMATICS INC DEPT CH 16508 PALATINE IL 60055 PUBLISHING SERVICES 433648 THOMPSON REUTERS 3 TIMES SQUARE NEW YORK NY 10036 PUBLICATIONS SOFTWARE 302710 ATYPON SYSTEMS INC 330 7TH AVE 5TH FL NEW YORK NY 10001 PUBLICATIONS SOFTWARE 247828 ALLEN PRESS INC 810 E 10TH STREET LAWRENCE KS 66044 PRINTING SERVICES 240364 14 14938 14938 PUBLICATIONS 900099 9034543 9034543 CONFERENCES & EDUCATION 900099 5084355 5084355 MEMBER SERVICES 900099 3744802 3599428 145374 EXHIBITS 900099 632240 632240 SPONSORSHIPS 900099 480815 480815 182129 182129 19158884 841650 841650 142380 142380 8137679 7934141 203538 203538 203538 BANNER ADS 541800 21730 21730 LIST RENTAL 900099 10061 10061 AFFINITY REVENUE 900099 601 601 7851 7851 40243 20401633 19013510 167104 1206081 X 1889513 364567 1524946 6276961 5556291 720670 190607 153811 36796 827316 661579 165737 540670 373199 167471 55030 55030 75324 75324 41734 41734 2232064 1982879 249185 246720 246188 532 773838 640068 133770 1317229 840655 476574 128218 128218 419009 36072 382937 451487 357454 94033 3481247 3462464 18783 714537 714537 434412 214755 219657 81440 81440 JOURNALS & PUBLICATIONS 518903 518903 AWARDS & HONORARIA 329840 329840 SECTION REBATE 216107 216107 FULFILLMENT 158727 158727 262983 222406 40577 21663916 17178720 4485196 0 1848239 2455476 306537 131990 41084 63033 872263 621654 6571737 5239181 1709667 1332556 26846892 36476397 9063193 1595735 40687875 42676841 4038899 3983902 5482295 5926507 55593 40268 9576787 9950677 X 21752088 30820164 9359000 1906000 31111088 32726164 40687875 42676841 -1262283 2877359 0 X 0 1 X 1 0 X 53889 387503 93172 40263 14938 589765 18180644 20292260 20397643 19907387 19013510 97791444 18234533 20679763 20490815 19947650 19028448 98381209 0 0 0 98381209 803249 890758 919577 898351 984030 4495965 803249 890758 919577 898351 984030 4495965 28000 31452 17594 13200 18513 108759 19065782 21601973 21427986 20859201 20030991 102985933 0.95530 0.95700 0.04370 0.04180 X 16272 45194 61466 21516749 21578215 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 48183 60924 81334 61466 251907 250000 250000 250000 250000 1000000 1500000 18132 25557 49394 16272 109355 2 0 2300474 1367301 933173 690116 678923 11193 3581147 3192957 388190 1332556 OTHER LIABILITIES 9468 CUSTOMER DEPOSITS 6980 SUBLEASE DEPOSITS 23820 40268 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, 2017. X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 DR SANDRA MAGNUS EXECUTIVE DIRECTOR 378891 0 93750 0 1242 0 10600 0 13327 0 497810 0 0 0 WILLIAM SEYMORE SECRETARY/TREASURER 150647 0 18425 0 2050 0 7016 0 29785 0 207923 0 0 0 ANGELO IASIELLO CHIEF OPERATING OFFICER 245368 0 0 0 1240 0 10113 0 36846 0 293567 0 0 0 KAREN ROSENBLUM CHIEF FINANCIAL OFFICER 163621 0 23800 0 791 0 7749 0 36780 0 232741 0 0 0 SUSAN B LUBERT CHIEF HUMAN RESOURCES OFFICER 165614 0 20339 0 1501 0 7715 0 36784 0 231953 0 0 0 MEGAN SCHEIDT MANAGING DIR, PRODUCTS & PROGRAMS 136408 0 15892 0 400 0 6120 0 3513 0 162333 0 0 0 KAREN THOMAS MANAGING DIR, MEMBER & COMM ENG 133938 0 16430 0 1163 0 6230 0 36716 0 194477 0 0 0 RODGER WILLIAMS MANAGING DIR, STRATEGIC OUTREACH 130504 0 16440 0 400 0 6142 0 36712 0 190198 0 0 0 THOMAS IRVINE MANAGING DIR, CONTENT DEVELOPMENT 170328 0 20400 0 1506 0 7738 0 1950 0 201922 0 0 0 MERRIE SCOTT DIRECTOR, FOUNDATION DEVELOPMENT 140676 0 11487 0 659 0 6281 0 36730 0 195833 0 0 0 BENJAMIN IANNOTTA EDITOR-IN-CHIEF, AA 112541 0 9919 0 510 0 5127 0 36673 0 164770 0 0 0 PART I, LINE 1A HEALTH/SOCIAL CLUB DUES IS AVAILABLE TO ALL STAFF MEMBERS. DURING THE TAX YEAR, 35 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 SIZE OF THE BOARD OF DIRECTORS WAS REDUCED TO ESTABLISH AN AGILE AND FORWARD-LEANING ORGANIZATION. A COUNCIL OF DIRECTORS WAS ALSO ESTABLISHED FOR OVERSIGHT OF MEMBER-DRIVEN ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 6 AIAA DOES HAVE MEMBERS. ITS MEMBERSHIP CLASSES INCLUDE HONORARY FELLOWS, FELLOWS, ASSOCIATE FELLOWS, SENIOR MEMBERS, MEMBERS, HONORARY MEMBERS, AND STUDENTS. 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 BOARD OF DIRECTORS, 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 CONSULTANTS: PROGRAM SERVICE EXPENSES 627,184. MANAGEMENT AND GENERAL EXPENSES 249,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 876,369. EDITORS: PROGRAM SERVICE EXPENSES 178,274. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,274. OUTSIDE PRODUCTION: PROGRAM SERVICE EXPENSES 670,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 670,527. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 506,894. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 506,894. AIAA FOUNDATION 12700 SUNRISE VALLEY DR STE 200 RESTON VA 20191 541827596 EDUCATION VA 501(C)(3) 11A AIAA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0