2017-08-04T06:34:01-05:00 2016-12-31 Grant Thornton LLP 1000 WILSON BLVD SUITE 1400 ARLINGTON VA 22209 990 2016-01-01 520636210 Aircraft Owners & Pilots Association % ERICA SACCOIA SVP-FINANCE AIRC 3016952000 421 Aviation Way Frederick MD 21701 ERICA SACCOIA SVP - FINANCE 3016952000 2017-08-03 true MARY TORRETTA P00847851 7038477500 38.69.39.117 54681420172165000000 2017-08-04 P 4271D4F52EFCA03FC86B0F21DE09E906BC013A88 AA918D8483008E32154F6CC583B06457B9AF9E42 2016 2021-01-29 14:40:06Z Mark Baker CEOPresident 421 Aviation Way Frederick MD 21701 60864898 false X www.AOPA.org X 1939 NJ Protect your freedom to fly by: advocating, educating, supporting activities that ensure GA flight and securing sufficient resources to ensure our success. 11 10 204 2265 7648355 -5500 2126428 2921672 17745295 17969164 6800305 -173357 19121629 18175332 45793657 38892811 178500 331912 0 0 18687446 20951606 54758 0 202146 23931790 22770523 42852494 44054041 2941163 -5161230 101881720 94065033 24944478 21834038 76937242 72230995 X SEE SCHEDULE O. false false 38285146 331912 17969164 General aviation (GA) pilots throughout the United States rely on the Aircraft Owners and Pilots Association (AOPA) to protect their freedom to fly. As the worlds largest aviation member association, AOPA advocates for the interests of general aviation pilots at all levels of government, provides the information pilots need to get the most from their flying, and delivers the tools to help keep general aviation safe, fun, and affordable. AOPA also reaches beyond the flying community to help educate decision makers and the public about the value and utility of general aviation. AOPA's work benefits not only our members, but also the entire general aviation community by helping to ensure that GA remains a vibrant and viable form of transportation and recreation for generations to come. At the same time, AOPA provides its members with an extensive portfolio of benefits that can be loosely grouped into five areas: advocacy, pilot community development, education, events, and products and services. Advocacy AOPAs advocacy arm is divided into groups responsible for legislative affairs, regulatory affairs, operations and international affairs, airports, and advocacy. Together these groups effectively manage the many issues that affect general aviation and support member interests. The government affairs staff, located in offices in Washington D.C., works to develop and maintain relationships with members of Congress to advance legislation that advances general aviation. AOPAs government affairs team also fights to prevent the imposition of mandates that make flying more costly, complicated, or restrictive. AOPAs regulatory experts inform federal agencies such as the Federal Aviation Administration (FAA), Transportation Security Administration (TSA), National Transportation Safety Board (NTSB) and others whose decisions and polices affect aviation. The operations and international affairs team focuses on issues related to air traffic services and advocates for policies and procedures that ensure general aviation users enjoy access to airspace and airports, operational flexibility, and safety. This group also helps to keep members informed about the ever-changing airspace environment and they also address security matters and advocate for reasonable and appropriate security measures that recognize the unique nature of general aviation. To help organize and distribute information about AOPA's advocacy efforts to members, decision makers, and others, AOPA routinely produces hundreds of online and print stories, video segments and press releases. One of the biggest AOPA advocacy accomplishments in decades was third class medical reform known as BasicMed by the FAA. To help pilots and physicians understand the new BasicMed regulations, AOPA has launched and will continue to update a suite of online Fit to Fly resources. The central Fit to Fly element will be a free online medical course which AOPA is in the process of finalizing with the FAA. AOPA advocacy has also worked to engage transportation officials in international destinations such as the Bahamas, Canada, and Mexico to establish reciprocity for pilots flying under BasicMed. Part 23 reform was another notable advocacy victory in 2016, and in terms of legacy aircraft, AOPA completed the Garmin G5 STC and is working toward approval of autopilot projects. Simultaneously AOPA continues to pursue a more comprehensive FAA retrofit policy based on performance standards. In addition to AOPA's efforts on the federal level, the Association has a network of 7 regional managers and more than 2,200 Airport Support Network volunteers who help keep AOPA informed about the issues affecting general aviation in their communities. Working through our volunteers, regional managers, and headquarters-based staff, AOPA promotes, protects, and defends community airports; advocates to maintain sufficient state and local funding for GA airports and infrastructure; works to prevent excess state taxation on flying; and protects general aviation pilots from unnecessary or inappropriate state and local regulation. Throughout 2016, AOPA addressed more than 642 separate state legislative issues across the nation. Amongst them were several significant victories for our members, including adoption of a sales tax exemption for aircraft parts and maintenance in Vermont and Virginia. AOPA led the way in creating State Aviation Caucuses as a bicameral, bipartisan group for state legislators in Arizona, Hawaii, Maine, and Nebraska. Pilots who want to do even more to help support GA and their local airports can join the AOPA Airport Support Network. In 2016, the network continued strong with more than 2,200 volunteers in place at airports nationwide. Volunteers take a leadership role at their airports, helping to promote their airports, keep AOPA informed about potential threats, work with community leaders and neighbors, and encourage pilots to respond appropriately to concerns about the airport. YOU CAN FLY GA is facing some serious challenges including falling pilot numbers, alarming student dropout rates, high costs, and pilots who simply drift away because they lack the support and inspiration they need to keep flying. But it doesnt have to be that way. Theres no one-size-fits-all solution, but AOPA can help GA take off by simultaneously tackling these challenges with multiple, targeted programs designed to address the most common and significant obstacles our community faces. Through extensive research and real-world experience, AOPA has developed programs to support flying clubs, encourage best practices in flight training, get lapsed pilots back in the air, bring AOPAs resources and expertise to pilot groups across the country, and invite high school students to learn more about careers in aviation and aerospace. Taken together, these programs make up You Can Fly, a powerful, multifaceted approach to making flying more accessible and affordable! What makes You Can Fly so special is not just the variety of programs it encompasses, but also the rigor with which it is managed and evaluated. You Can Fly wants to tangibly move the needle when it comes to getting people flying and keeping them flying, and to do that, we are measuring our progress so we can focus our resources on what works. Flying clubs are a valuable part of the aviation landscape. Pilots involved with the most effective clubs find aviation more affordable and more accessible, and flying clubs create the type of supportive community that keeps pilots active and engaged. In response, AOPA created the Flying Club Network which is free to join and offers benefits including a premium listing in the AOPA Flying Club Finder, exclusive insurance rates, and access to networking events. The Network now has more than 800 listed flying clubs. Additionally, AOPA staff worked directly with pilots to help launch 25 new flying clubs in 2016. AOPA also continued the work that began several years ago with the Flight Training Student Retention Initiative. The Flight Training Poll was designed to measure the overall performance of a flight school or flight instructor through the eyes of its customers. The poll allows AOPA to identify the highest levels of achievement in the flight training community, with the goal of encouraging others to adopt similar characteristics of success. The top scoring schools and instructors were profiled in the Flight School Business newsletter and Flight Training magazine in order to share ideas and actions that other professionals can apply to enhance their own schools and teaching. The poll was conducted using an online survey process based on AOPAs 2011 research into the optimal flight training experience. Each individual could nominate up to one flight school and one flight instructor per year. In 2016, AOPA reached a new record of participation in the poll with 6,200 completed submissions and we recognized 70 flight schools and 60 instructors with AOPA Flight Training Excellence Awards. In 2013, AOPA commissioned research to gain a better understanding of how to keep pilots active and engaged before they become lapsed pilots. The research indicated that only a small portion of pilots are truly lapsed with no intention of returning to flying. While the rest stopped flying for various reasons (cost, time, regulations), they intend to return to flight. In response, AOPA created the Rusty Pilots program to lower the barrier to re-entry and provide lapsed pilots a way to return to flying in a matter of hours through a free session of ground school that fulfills the FAAs flight review requirement for ground instruction. Since the Rusty Pilots initiative was developed, 3,500 lapsed pilots, who have attended one of the almost 400 seminars across the country, have gone on to successfully complete their flight review. AOPA partners directly with flight schools and flying clubs around the nation in order to offer this program. After each seminar, pi 38285146 false true false true false false false false false true true false false true true false true false false true false false true false false false true true true false false false false false false false true true false false false false true true true false true X 289 0 true 204 true true true true CJ false false true true false X 11 10 true false false false true true false true true false false true true true true true true true true true true AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MN MS MO NH NJ NY NC ND OH OK PA RI SC TN UT VA WA WV WI X X ERICA SACCOIA SVP-FINANCE 3016952000 421 AVIATION WAY Frederick MD 21701 X WILLIAM C TRIMBLE III CHAIRMAN 1.0 0.0 X X 0 0 0 LUKE R WIPPLER TRUSTEE 1.0 0.0 X 0 0 0 HERMAN NEEL HIPP JR TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW J DESCH TRUSTEE 1.0 0.0 X 0 0 0 BURGESS H HAMLET III TRUSTEE 1.0 0.0 X 0 0 0 DARRELL W CRATE VICE CHAIRMAN 1.0 0.0 X X 0 0 0 LAWRENCE D BUHL III TRUSTEE 1.0 0.0 X 0 0 0 JAMES G TUTHILL JR TRUSTEE 1.0 0.0 X 0 0 0 MARK BAKER PRESIDENT/CEO 40.0 10.0 X X 1177489 0 34525 AMANDA C FARNSWORTH TRUSTEE 1.0 0.0 X 0 0 0 JAMES N HAUSLEIN TREASURER 1.0 0.0 X X 0 0 0 KENNETH M MEAD EVP/GENERAL COUNSEL 40.0 10.0 X 524316 0 22608 ERICA J SACCOIA SVP-FINANCE 40.0 10.0 X 332172 0 19318 TIMOTHY J FORTUNE Chief Administrative Officer 40.0 10.0 X 473887 0 28199 MELISSA K RUDINGER VP GOVERNMENT AFFAIRS 40.0 0.0 X 207608 0 26115 THOMAS HAINES SVP - MEDIA & OUTREACH 40.0 0.0 X 279958 0 28754 KATIE PRIBYL SVP-AVIATION STRATEGY/PROGRAMS 40.0 0.0 X 278668 0 23298 JAMES COON SVP-GOVERNMENT AFFAIRS 40.0 0.0 X 472931 0 22497 JOHN HAMILTON VP-Information Technology 40.0 0.0 X 207971 0 7755 3955000 0 213069 45 false true false Bulkley Dunton Publishing Group PO Box 644520 PITTSBURGH PA 15264 Magazine Paper 681730 Mach2 MGT Inc 160 School Street VICTOR NY 14564 Event Management 613845 Quad Graphics Inc 75 Remittance Drive CHICAGO IL 60675 Magazine Printing 1014193 VALTIM INCORPORATED PO Box 114 FOREST VA 24551 Fulfillment 561198 Velir Studios Inc 212 Elm Street Suite 401 SOMERVILLE MA 02144 Software Development 657443 28 2604020 317652 34020 2921672 MEMBERSHIP DUES 900099 17412264 17412264 AIRPORT DIRECTORY & DATA 900099 208924 208924 AOPA FLY-IN'S 900099 347976 347976 17969164 353445 353445 0 4797931 4797931 271582 438511 -166929 0 -166929 -166929 20735089 271685 21335490 198086 -600401 73599 -526802 -526802 0 0 0 0 0 0 0 0 0 COST SHARING 900099 5895746 5895746 ADVERTISING INCOME 511190 7648355 7648355 OTHER 900099 229 229 13544330 38892811 17969164 7648355 10353620 130417 130417 201495 201495 0 0 2612514 2474332 138182 0 14518992 13032679 1486313 1394436 1394436 632965 619024 13941 1792699 1406423 386276 0 234662 216637 18025 291748 272776 18972 32500 32500 0 354631 354631 3996516 3821198 94318 81000 258595 258570 25 890141 606784 283357 1559204 637302 921902 0 688322 55508 632814 2097218 2059835 37383 0 1070251 1069162 1089 189548 189548 0 2215172 1618602 596570 373864 342450 31414 PRINT/MAIL/POSTAGE/PREMIUM 3486603 3340681 24776 121146 MAGAZINE PRODUCTION 1496718 1496718 RENTALS 972976 841023 131953 DUES LICENSES & SUBSCRIPTIONS 673675 664143 9532 1888179 1692451 195728 44054041 38285146 5566749 202146 X 1277702 401257 0 0 0 0 1551028 756461 0 0 0 0 0 0 0 0 1437801 1177106 31519420 18377324 13636182 13142096 25720197 22339731 47199416 51556052 0 0 5280835 836378 5778559 3855952 101881720 94065033 3681774 4028311 0 0 13624098 11643655 0 0 0 0 0 0 5612807 4187309 0 0 2025799 1974763 24944478 21834038 X 76937242 72230995 0 0 0 0 76937242 72230995 101881720 94065033 X -5161230 2830833 -2375850 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 640871 584609 1225480 4479440 7056410 7789763 3746087 21459 2178511 1697292 502678 16558120 8890269 7667851 13142096 ALTERNATIVE INVESTMENTS 51556052 F 51556052 0 AIRCRAFT RESERVES 47388 LEASE AND CONTRACT OBLIGATION 36251 DEFERRED RENT LIABILITY 177285 LIFETIME MEMBERSHIP LIABILITY 1713839 1974763 X FIN 48 FOOTNOTE - SCHEDULE D, PART X, LINE 2 The Association follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likeihood that the tax position may be challenged. The Association has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. The tax years ending December 31, 2016, 2015, 2014 and 2013 are still open to audit for both federal and state purposes. The Association has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Central America and the Caribbean Investments 33231552 33231552 33231552 true false false false false false X X X X X true Allegiance Creative Group Advisor false 81000 81000 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MN MS MO NH NJ NY NC ND OH OK PA RI SC TN UT VA WA WV WI Part I, Line 2(b)(1) Allegiance Creative Group Allegiance Creative Group was not a fundraiser for AOPA. Allegiance Creative Group was hired to provide consulting advice pertaining to AOPA membership notices. true Nate Abel Flying Club 1925 North Fork Road Fort Worth TX 76179 814533424 501(c)3 72917 FMV Aircraft Image Grant Heurobotics Corporation 1585 Aviation Center Parkway Suite Daytona Beach FL 32114 471788310 Corp 25000 Image Grant Santa Monica Airport Association 3021 Airport Avenue Suite 210 Santa Monica CA 90405 956187190 Corp 15000 Image Grant Pacific Aviation Museum Pearl Harbor 319 Lexington Blvd Honolulu HI 96818 990337979 501(c)3 10000 Image Grant Women in Aviation International 3647 State ROUte 503 S West Alexandria OH 45381 371279395 501(c)3 7500 Image Grant 3 2 Flight Training Scholarships 39 181000 AV8RS Scholarships 8 20495 Part I, Line 2 Grants and Other Assistance to Domestic Organizations and Domestic Governtments: AOPA requests domestic organizations and/or governments receiving cash and/or noncash assistance to provide feedback on the utilization of the funds. Grants and Other Assistance to Domestic Individuals: Flight Training Scholarships: The scholarship rules require the recipient(s) to be: (a)U.S. citizen (b)at least 16 years of age (c)current AOPA member (d)hold a current FAA student pilot certificate and not have completed the FAA practical test/checkride. The money is to be used for flight training expenses and if the money is not used for that purpose to be returned to AOPA. AV8RS Scholarships: The applicants must meet the following criteria: 1)Be current AOPA AV8R member 2)U.S. Citizen 3)Parent approval if under 18 years of age 4)Students be in good standing with their respective schools 5)All awards will be sent directly to approved schools 6)All current members of AOPA AV8RS pursuing an aviation related goal including: a. Primary pilot's certificate b. Study in an aviation/areospace field through an accredited aviation program at a college/university, technical school or aviation academy c. Attendance at an aviation or aerospace camp X X X true true X X X X X X false false false false false false false true true true KENNETH M MEAD EVP/GENERAL COUNSEL 395863 0 115000 0 13453 0 20008 0 2600 0 546924 0 0 0 ERICA J SACCOIA SVP-FINANCE 209567 0 45000 0 77605 0 17512 0 1806 0 351490 0 0 0 MELISSA K RUDINGER VP GOVERNMENT AFFAIRS 186491 0 19500 0 1617 0 15060 0 11055 0 233723 0 0 0 TIMOTHY J FORTUNE Chief Administrative Officer 283213 0 85000 0 105674 0 20008 0 8191 0 502086 0 0 0 THOMAS HAINES SVP - MEDIA & OUTREACH 225861 0 50000 0 4097 0 18605 0 10149 0 308712 0 0 0 MARK BAKER PRESIDENT/CEO 836914 0 307500 0 33075 0 20008 0 14517 0 1212014 0 0 0 KATIE PRIBYL SVP-AVIATION STRATEGY/PROGRAMS 227597 0 50000 0 1071 0 18417 0 4881 0 301966 0 0 0 JAMES COON SVP-GOVERNMENT AFFAIRS 344234 0 125000 0 3697 0 20008 0 2489 0 495428 0 0 0 JOHN HAMILTON VP-Information Technology 192616 0 12750 0 2605 0 6166 0 1589 0 215726 0 0 0 Part I, Line 1a Certain directors and officers received first class air travel, travel for companions as well as tax indemnification payments. It is the Organization's policy to treat the above items as taxable compensation and report the applicable amounts to the IRS on Form W-2 or Form 1099-Misc. for the applicable tax year. Part I, Line 3 THE COMPENSATION LEVELS AND SALARY RANGES FOR OFFICERS AND CERTAIN EMPLOYEES OF THE ORGANIZATION ARE ESTABLISHED BASED ON COMPETITIVE MARKET DATA OBTAINED THROUGH PERIODIC SALARY SURVEYS PERFORMED BY OUTSIDE COMPENSATION EXPERTS ENGAGED BY THE ORGANIZATION. THESE INDEPENDENT SURVEYS PROVIDE GUIDANCE FOR ESTABLISHING REASONABLE COMPENSATION RATES AS COMPARED TO COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. ALL POSITIONS ARE EVALUATED AND PLACED IN THE APPROPRIATE GRADES/SALARY RANGES. AN INDIVIDUAL EMPLOYEE'S SALARY, WITHIN THEIR ASSIGNED RANGE, VARIES DEPENDING PRIMARILY UPON EXPERIENCE AND PERFORMANCE. THE ORGANIZATION HAS ADOPTED A "PAY FOR PERFORMANCE" PHILOSOPHY ALLOWING MANAGERS TO AWARD MERIT INCREASES BASED ON AN INDIVIDUAL'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. THE ORGANIZATION'S ANNUAL MERIT INCREASE BUDGET IS APPROVED BY THE BOARD OF TRUSTEES BASED ON MARKET SURVEYS. OFFICERS AND CERTAIN EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S INCENTIVE PAY PROGRAM. Part I, Line 7 TARGET INCENTIVE AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL BONUS PAID IS PROPOSED BY THE EXECUTIVE MANAGEMENT TEAM AND THE PRESIDENT BASED ON THEIR ASSESSMENT OF THE PARTICIPANT'S INDIVIDUAL PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST PRE-ESTABLISHED GOALS. THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE REVIEW AND MAKE A FINAL DETERMINATION AS TO THE ACTUAL BONUS AMOUNT PAID TO PARTICIPANTS. NONE OF THE PERSONS MENTIONED ABOVE PARTICIPATE IN THE DELIBERATION OF THEIR COMPENSATION ARRANGEMENT. THE DELIBERATIONS AND DECISIONS OF THESE COMPENSATION ARRANGEMENTS ARE MAINTAINED IN CONTEMPORANEOUS DOCUMENTATION WITH OUR HUMAN RESOURCES DEPARTMENT. Part I, Line 8 THE PRESIDENT/CEO IS PAID PURSUANT TO A BOARD APPROVED EMPLOYMENT CONTRACT THAT WAS BASED ON COMPETITIVE MARKET DATA FROM OUTSIDE COMPENSATION EXPERTS. Part II The following individual listed on Schedule J, Part II, whose compensation and/or benefits changed due to the following: Mark Baker received an increase in base salary in 2016. Mark Baker Baker Planes LLC President/aircraft rental 165608 aircraft rental false Part IV - Employee Owned Aircraft When appropriate, AOPA utilizes employee-owned aircraft for business purposes. Reimbursement for fuel & operating costs are based on industry determined rates dependent on type of aircraft. These types of arrangements are documented on contracts and help minimize the on-going costs of maintaining an organization owned fleet. X 1 34020 FMV false true false Part III, LINE 1 AIRCRAFT OWNERS & PILOTS ASSOCIATION (AOPA), A NOT-FOR-PROFIT INDIVIDUAL MEMBERSHIP ORGANIZATION, EFFECTIVELY SERVES THE INTERESTS AND NEEDS OF ITS MEMBERS AND ESTABLISHES, MAINTAINS, AND ARTICULATES POSITION OF LEADERSHIP TO PROMOTE THE ECONOMY, SAFETY, UTILITY AND POPULARITY OF FLIGHT IN GENERAL AVIATION AIRCRAFT. AOPA PRESERVES THE FREEDOM TO FLY BY ADVOCATING ON BEHALF OF OUR MEMBERS; EDUCATING PILOTS, NONPILOTS, AND POLICY MAKERS ALIKE; SUPPORTING ACTIVITIES THAT ENSURE THE LONG-TERM HEALTH OF GENERAL AVIATION; FIGHTING TO KEEP GENERAL AVIATION ACCESSIBLE TO ALL; AND SECURING SUFFICIENT RESOURCES TO ENSURE OUR SUCCESS. Part VI, SECTION A, LINE 2 There are two trustees (Mr. Trimble and Mr. Crate) who have a business relationship outside of AOPA. These two trustees are partners in the same company. Another trustee, Mr. Hauslein, serves on a board with Mr. Crate. PART VI, Section A, Lines 6 and 7a At the annual meeting of members, AOPA members in good standing are entitled to vote for the AOPA Board of Trustees. AOPA members are entitled to one vote. Each member entitled to vote may do so either in person or by proxy. PART VI, Section B, Lines 11a and 11b IN CONJUNCTION WITH GRANT THORNTON LLP TAX SPECIALISTS, AOPA MANAGEMENT REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE PRIOR TO PRESENTING THE RETURN TO OUR BOARD OF TRUSTEES FOR REVIEW. PART VI, Section B, Line 12c THE AIRCRAFT OWNERS & PILOTS ASSOCIATION'S BOARD IS PROVIDED A WRITTEN "Code of Ethics, CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM" ("FORM"). THE FORM REQUIRES PERSONS COVERED (OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES) TO ANNUALLY DISCLOSE AND UPDATE THE FORM AND PROVIDE TO LEGAL COUNSEL INTERESTS THAT COULD GIVE RISE TO CONFLICT(S). LEGAL COUNSEL REVIEWS THE ANNUAL DISCLOSURES BY ALL COVERED PERSONS. DISCLOSURES ARE REGULARY MONITORED BY COUNSEL, ANY POTENTIALLY CONFLICTING OR OTHERWISE QUESTIONABLE RESPONSES ARE FLAGGED AND THE ETHICS POLICY IS ENFORCED. PART VI, Section B, Lines 15a and 15b THE COMPENSATION FOR THE PRESIDENT IS SET BY THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE AND CONTRACTUALLY CONFIRMED THROUGH AN EMPLOYMENT AGREEMENT BETWEEN THE BOARD AND THE INCUMBENT. THE BASE SALARY FOR THIS POSITION MAY BE ADJUSTED BY THE BOARD FROM TIME TO TIME AT ITS SOLE DISCRETION. THE PRESIDENT IS ALSO CONSIDERED ANNUALLY BY THE BOARD FOR AN INCENTIVE BONUS WHICH IS A PERCENT OF BASE SALARY. THE ACTUAL BONUS PAID IS DETERMINED BY THE BOARD BASED ON ITS ASSESSMENT OF THE PRESIDENT'S PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST APPROPRIATE GOALS SET BY THE COMPENSATION COMMITTEE AND THE PRESIDENT. PERIODIC INDEPENDENT REVIEWS OF THE PRESIDENT'S COMPENSATION ARE CONDUCTED BY OUTSIDE COMPENSATION EXPERTS TO ENSURE THAT THE COMPENSATION PAID IS REASONABLE BASED ON APPROPRIATE DATA AS TO COMPARABILITY OF COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. THE COMPENSATION LEVELS AND SALARY RANGES FOR OFFICERS AND CERTAIN EMPLOYEES OF THE ORGANIZATION ARE ESTABLISHED BASED ON COMPETITIVE MARKET DATA OBTAINED THROUGH PERIODIC SALARY SURVEYS PERFORMED BY OUTSIDE COMPENSATION EXPERTS ENGAGED BY THE ORGANIZATION. THESE SURVEYS PROVIDE GUIDANCE FOR ESTABLISHING REASONABLE COMPENSATION RATES AS COMPARED TO COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR POSITIONS OF SIMILAR SCOPE OF RESPONSIBILITY. ALL POSITIONS ARE EVALUATED AND PLACED IN THE APPROPRIATE GRADES/SALARY RANGES. AN INDIVIDUAL EMPLOYEE'S SALARY, WITHIN THEIR ASSIGNED RANGE, VARIES DEPENDING PRIMARILY UPON EXPERIENCE AND PERFORMANCE. THE ORGANIZATION HAS ADOPTED A "PAY FOR PERFORMANCE" PHILOSOPHY ALLOWING MANAGERS TO AWARD MERIT INCREASES BASED ON AN INDIVIDUAL'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. THE ORGANIZATION'S ANNUAL MERIT INCREASE BUDGET IS APPROVED BY THE BOARD OF TRUSTEES BASED ON MARKET SURVEYS. OFFICERS AND CERTAIN EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S INCENTIVE PAY PROGRAM. TARGET INCENTIVE AMOUNTS, AS A PERCENTAGE OF BASE SALARY, ARE ESTABLISHED BASED ON THE PARTICIPANT'S POSITION. THE ACTUAL BONUS PAID IS PROPOSED BY THE EXECUTIVE MANAGEMENT TEAM AND THE PRESIDENT BASED ON THEIR ASSESSMENT OF THE PARTICIPANT'S INDIVIDUAL PERFORMANCE AND THAT OF THE ORGANIZATION AGAINST PRE-ESTABLISHED GOALS. THE BOARD OF TRUSTEES AND COMPENSATION COMMITTEE REVIEW AND MAKE A FINAL DETERMINATION AS TO THE ACTUAL BONUS AMOUNT PAID TO PARTICIPANTS. NONE OF THE PERSONS MENTIONED ABOVE PARTICIPATE IN THE DELIBERATION OF THEIR COMPENSATION ARRANGEMENT. THE DELIBERATIONS AND DECISIONS OF THESE COMPENSATION ARRANGEMENTS ARE MAINTAINED IN CONTEMPORANEOUS DOCUMENTATION WITH OUR HUMAN RESOURCES DEPARTMENT. PART VI, Section B, Line 16a&b The organization does have a written management policy to evaluate all contracts & agreements, to ensure that all contract and joint venture arrangements are in accordance with federal, state and local laws and related regulations. In addition, all joint venture agreements are required to be reviewed by the organization's general counsel. PART VI, Section C, Lines 18 and 19 THE ORGANIZATION DOES MAKE AVAILABLE ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, FORM 990 RETURNS, AND FORM 1024 TO THE GENERAL PUBLIC. THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS TO THE EXTENT REQUIRED BY LAW. THE PUBLIC CAN RECEIVE COPIES BY CONTACTING THE ORGANIZATION'S HEADQUARTERS. COPIES OF THE RETURNS CAN BE OBTAINED AT WWW.AOPA.ORG/ABOUT-AOPA/GOVERNANCE AND WWW.GUIDESTAR.ORG. Part VII Hours worked for The AOPA Foundation, Inc. Mark Baker, Kenneth Mead, Erica Saccoia and Timothy Fortune are full-time employees of Aircraft Owners & Pilots Association (AOPA), although they devote approximately ten hours per week to the related 501(c)(3) public charity organization: The AOPA Foundation, Inc. Part XI, Line 9 The -$2,375,850 is the result of two transactions: (1) an increase in net assets from a $4,000,000 dividend received from a wholly-owned subsidiary and (2) a reduction of net assets from a $6,375,850 non-taxable sale of, the wholly owned subsidiary, AOPA Insurance Agency's stock to, another wholly-owned subsidiary, AOPA Holdings Corporation. Schedule G Allegiance Creative Group was paid a total of $148,450 for services during the year for various services. Services for our Membership Marketing totaled $67,450 and Advisor services for our fundraising totaled $81,000. 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