2015-08-06T09:42:10-05:00 2014-12-31 GRANT THORNTON 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2014-01-01 520636210 Aircraft Owners & Pilots Association % ERICA SACCOIA SVP-FINANCE AIRC 3016952000 421 Aviation Way Suite Frederick MD 21701 ERICA SACCOIA SVP - Finance 3016952000 2015-08-06 true Mary Torretta P00847851 7038477500 2014 2016-02-25 16:41:14Z Mark Baker CEOPresident 421 Aviation Way Frederick MD 21701 50081228 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 10 206 2342 9702693 -356894 1269410 1868238 17757324 15442998 3589911 1841696 15290478 19616364 37907123 38769296 35000 97900 0 0 19055573 18578701 132000 44001 110534 20412016 23312030 39634589 42032632 -1727466 -3263336 100731042 101223691 20670737 22514467 80060305 78709224 X SEE SCHEDULE O. false false 37371798 97900 15442998 SEE SCHEDULE O 37371798 false true false true false false false false false true true false true true true false true false false true false false true false false false false true true false false false false false false false true true false false false false true true true false true X 246 0 true 206 true true true true BF BD CJ EI 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 false AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MN MS MO NH NJ NY NC ND OH OK OR 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 X X 0 0 0 PAUL C HEINTZ TRUSTEE 1.0 X 0 0 0 HERMAN NEEL HIPP JR TRUSTEE 1.0 X 0 0 0 MATTHEW J DESCH TRUSTEE 1.0 X 0 0 0 BURGESS H HAMLET III TRUSTEE 1.0 X 0 0 0 DARRELL W CRATE VICE CHAIRMAN 1.0 X X 0 0 0 LAWRENCE D BUHL III TRUSTEE 1.0 X 0 0 0 JAMES G TUTHILL JR TRUSTEE 1.0 X 0 0 0 MARK BAKER PRESIDENT/CEO 40.0 10.0 X X 742002 0 40700 AMANDA C FARNSWORTH TRUSTEE 1.0 X 0 0 0 JAMES N HAUSLEIN TREASURER 1.0 X X 0 0 0 KENNETH M MEAD EVP/GENERAL COUNSEL 40.0 10.0 X 489719 0 22152 ERICA J SACCOIA SVP-FINANCE 40.0 10.0 X 225028 0 17222 TIMOTHY J FORTUNE Chief Administrative Officer 40.0 10.0 X 293994 0 29916 MELISSA K RUDINGER VP GOVERNMENT AFFAIRS 40.0 X 216486 0 29307 THOMAS HAINES SVP - MEDIA 40.0 X 248407 0 32076 DOUGLAS N SHORTER VP-I&T/CIO 40.0 X 231913 0 31313 JAMES COON SVP-GOVERNMENT AFFAIRS 40.0 X 355687 0 22114 CRAIG SPENCE VP-OPERATIONS/INTN'L AFFAIRS 40.0 X 197516 0 28797 CRAIG L FULLER Former President 0.0 X 469401 0 0 3470153 0 253597 36 true true false Bulkley Dunton Publishing Group PO Box 644520 PITTSBURG PA 15264 Magazine Paper 788679 Mach2 MGT Inc 160 School Street VICTOR NY 14564 Event Management 459619 Quad Graphics Inc 75 Remittance Drive CHICAGO IL 60675 Magazine Printing 1077944 Orison Curpier Co 73 Main Street COOPERSTOWN NY 13326 Ad Commissions 1277574 VALTIM INCORPORATED PO Box 114 FOREST VA 24551 Fulfillment 639155 19 1505000 363238 67000 1868238 MEMBERSHIP DUES 900099 15001188 15001188 AIRPORT DIRECTORY 900099 170000 170000 AOPA FLY-IN'S 900099 266741 266741 MAGAZINE ARTICLE SALES 900099 5069 5069 15442998 927725 927725 0 5105737 5105737 599342 396676 202666 0 202666 202666 9985072 1844155 9185129 1730127 799943 114028 913971 913971 0 0 527 527 527 AD&D STABILIZATION RESERVE DISTRIBUTION 900099 9947 9947 COST SHARING 900099 3656427 3656427 ADVERTISING INCOME 511190 9702166 9702166 938894 938894 14307434 38769296 15442998 9702693 11755367 X 0 97900 97900 0 0 3254319 3157615 96704 0 11840953 10380095 1460338 520 1178076 1178076 631971 617477 14494 1673382 1294212 379089 81 0 713255 649562 63693 327402 306642 20760 167446 167446 44001 44001 138955 138955 2480488 2323226 155762 1500 242006 242006 119141 72898 46243 0 0 924530 171592 752938 2032753 1988320 44433 0 727973 726010 1963 130498 118792 11706 0 1882161 1398844 483317 349135 321815 27320 PRINT/MAIL/POSTAGE/PREMIUM 4199134 4116329 18373 64432 MAGAZINE PRODUCTION 1653570 1653570 RENTALS 1383400 1257695 125705 BANK & CREDIT CARD FEES 370056 367470 2586 5470127 4625251 844876 42032632 37371798 4550300 110534 838209 3012475 0 0 0 0 2090153 2096580 0 0 0 0 0 0 0 0 1340782 1497787 22922698 12213489 10698971 10709209 51135902 45945630 21779270 23318188 0 0 5280835 5280835 7566920 9362987 100731042 101223691 3358748 3648767 0 0 11099839 13593259 0 0 0 0 0 0 4868197 3261948 0 0 1343953 2010493 20670737 22514467 X 80060305 78709224 0 0 0 0 80060305 78709224 100731042 101223691 -3263336 1912255 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 584609 584609 6629073 5336950 1292123 1545830 1254415 291415 14163186 5622124 8541062 10709209 ALTERNATIVE INVESTMENTS 23318188 F 23318188 INVESTMENT IN SUB (NET) 5779755 REAL ESTATE INVESTMENT 21806 DEFERRED TAXES 6688 REAL ESTATE-HELD FOR SALE 3554738 9362987 0 AIRCRAFT RESERVES 342521 BUILDING RESERVES/MAINTENANCE 53104 DEFERRED RENT LIABILITY 187918 LIFETIME MEMBERSHIP LIABILITY 1426950 2010493 X FIN 48 FOOTNOTE - SCHEDULE D, PART X, LINE 2 The Association recognizes or derecognizes tax positions on a "more likely than not" threshold. This applies to a position taken or expected to be taken in a tax return. The Association does not believe it has any material uncertain tax positions. Central America and the Caribbean Investments 13598803 Europe (Including Iceland and Greenland) Investments 6312297 19911100 19911100 false false false false false false X X X X X true Allegiance Creative Group Advisor false 44001 44001 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MN MS MO NH NJ NY NC ND OH OK OR 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 Flight Training Scholarships 12 75000 AV8RS Scholarships 8 22900 Part I, Line 2 Flight Training Scholarships: The scholarship rules require the recipient(s) to be: (a)U.S. citizen (b)at Yeast 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 true false false false false false true true true KENNETH M MEAD EVP/GENERAL COUNSEL 378283 0 97912 0 13524 0 19630 0 2522 0 511871 0 0 0 CRAIG L FULLER Former President 71556 0 0 0 397845 0 0 0 0 0 469401 0 397845 0 ERICA J SACCOIA SVP-FINANCE 194415 0 27216 0 3397 0 15699 0 1523 0 242250 0 0 0 MELISSA K RUDINGER VP GOVERNMENT AFFAIRS 178251 0 35368 0 2867 0 15033 0 14274 0 245793 0 0 0 TIMOTHY J FORTUNE Chief Administrative Officer 243550 0 46135 0 4309 0 19101 0 10815 0 323910 0 0 0 THOMAS HAINES SVP - MEDIA 211326 0 33967 0 3114 0 17499 0 14577 0 280483 0 0 0 MARK BAKER PRESIDENT/CEO 608480 0 108000 0 25522 0 19630 0 21070 0 782702 0 0 0 DOUGLAS N SHORTER VP-I&T/CIO 208844 0 20462 0 2607 0 17067 0 14246 0 263226 0 0 0 JAMES COON SVP-GOVERNMENT AFFAIRS 321050 0 30000 0 4637 0 19630 0 2484 0 377801 0 0 0 CRAIG SPENCE VP-OPERATIONS/INTN'L AFFAIRS 180576 0 14136 0 2804 0 14398 0 14399 0 226313 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 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 There were several individuals listed on Schedule J, Part II whose compensation and/or benefits changed due to the following: - Craig Fuller, former president received a payout of his previously earned accrued leave of $71,556 and had a board approved consulting agreement to assist in the transition of $397,845 which was accrued in 2013 and paid in 2014 and is included in the $469,401. Line 4b, is answered Yes due to Craig Fuller received a distribution from his 457b Plan. -Mark Baker received a full year of compensation in 2014 compared to partial year in 2013. -Kenneth Mead received bonus in 2014 and none in 2013. Mark Baker Baker Planes LLC President/aircraft rental 107958 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 a organization owned fleet. X Flight Simulator Equip. 1 67000 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 III, LINE 4A General aviation pilots throughout the United States rely on the Aircraft Owners and Pilots Association (AOPA) to protect their freedom to fly. As the world's 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 In order to effectively manage the many issues that affect general aviation, AOPA's advocacy arm is divided into groups responsible for legislative affairs, regulatory affairs, operations and international affairs, and airports and state advocacy. Each of these groups works within its own area of expertise while coordinating across the entire advocacy team to support AOPA member interests. AOPA's legislative affairs staff is located in offices in Washington, D.C. This experienced team works to develop relationships with members of Congress in order to advance legislation that supports general aviation while fighting to prevent the imposition of mandates that make flying more costly, complicated, or restrictive. The group also works to draw attention to issues of importance to the general aviation community as a whole. AOPA's regulatory experts deliver the general aviation perspective to federal agencies such as the Federal Aviation Administration (FAA), Transportation Security Administration (TSA), National Transportation Security Board (NTSB) and others whose decisions and policies affect aviation. AOPA's 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 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 annually. AOPA's top federal legislative issues in 2014 included third class medical reform, unlawful stops and searches by Customs and Border Protection, equipage of Automatic Dependent Surveillance - Broadcast technology, integration of Unmanned Aerial Systems into the National Airspace System, transition to an unleaded aviation gasoline and light aircraft certification reform. In addition to AOPA's efforts on the federal level, the Association also has a network of 7 regional managers and over 2,300 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 2014, AOPA addressed more than 470 separate state legislative issues across the nation. Amongst them were a number of significant victories for our members, including adoption of a sales tax exemption for aircraft parts and maintenance in Wisconsin, Missouri, and New Mexico, and an expansion of a similar exemption in Indiana. We also eliminated a double aircraft sales tax for home built airplanes in South Dakota and Kansas, and defeated attempts to repeal the maintenance and sales tax exemptions in Massachusetts and increase of property tax on aircraft in Pennsylvania. AOPA lead the way in creating the Washington State Aviation Caucus as a bicameral, bipartisan group for state legislators. The Association also passed amendments to state recreational use statutes in Wisconsin that extend liability protections to aviation uses. Finally, AOPA efforts in 2014 ensures meteorological towers in Washington and Colorado will now be properly marked, making low level flying safer for pilots. Pilots who want to do even more to help support GA and their local airports can join the AOPA Airport Support Network. In 2014, the network continued strong with over 2,300 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. Pilot Community AOPA is also working to ensure the future viability of general aviation by developing and supporting efforts to grow and support the pilot population through the Pilot Community Development (PCD) department. The PCD staff oversees AOPA's initiatives to increase and strengthen the pilot community through a variety of communication and outreach channels including grass-roots and national programs and through participation in air shows and aviation events. Pilot Community Development's main programs include the flying club initiative, the flight training initiative and the Rusty Pilots program. Extensive research has shown that 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. At the end of 2014, there were 580 flying clubs in the AOPA Flying Club Network, over 1,100 flying clubs listed online in the Flying Club Finder and "The Club Connector" monthly newsletter currently exceeded 5,100 subscribers (up from 3,496 at the beginning of 2014). 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 their 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 AOPA's 2011 research into the optimal flight training experience. Each individual could nominate up to one flight school and one flight instructor per year. Nearly 3,600 individuals completed the poll in 2014, yielding evaluation of 1,447 different flight schools and 1,500 individual instructors (compared to 508 flight schools and 956 flight instructors in 2013). Under the "Flight School Business" brand, an electronic newsletter was sent on a monthly basis and several webinars were held. In 2014, "Flight School Business" held four webinars, with a total attendance of 607. Subscriptions to the newsletter increased by almost 30% in 2014 to 4,600. PCD's newest program, announced in spring of 2014, was the Rusty Pilots initiative. Database analysis showed there are several hundred thousand lapsed pilots in the USA; over 100,000 are currently on AOPA's membership roster. While some can no longer fly for medical reasons, age, family, expense, etc., the vast majority the respondents to the lapsed pilot study retain an interest in one day returning to aviation. However, AOPA found that inactive pilots have large misconceptions about what is actually involved in returning to the skies, As a result, AOPA looked closely at a Saturday morning seminar called "Rusty Pilots" that was developed by Aviation Adventures, an AOPA Excellence award winning flight school with three locations in Virginia. Inactive pilots are sent a direct mail/email promotion inviting them to attend a half day seminar. The seminar provides a safe upbeat re-introduction to aviation, shows how easy the path back is, and covers the ground portion of the flight review so attendees are already on their way back into the air after one afternoon at the airport. In 2014, AO 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. 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 16b 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. Schedule G Allegiance Creative Group was paid a total of $133,664 for services during the year for various services. Services for our Membership Marketing totaled $89,664 and Advisor services for our fundraising totaled $44,000. FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DUES, LICENSES & SUBSCRIPTIONS TOTAL EXPENSES:1951251 PROGRAM SERVICES:1334012 MANAGEMENT AND GENERAL:617239 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:INCOME & PROPERTY TAXES TOTAL EXPENSES:148418 PROGRAM SERVICES:17107 MANAGEMENT AND GENERAL:131311 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:NON-CAP PURCHASES TOTAL EXPENSES:130731 PROGRAM SERVICES:57641 MANAGEMENT AND GENERAL:73090 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:CONTRIBUTIONS/EVENTS TOTAL EXPENSES:422996 PROGRAM SERVICES:416375 MANAGEMENT AND GENERAL:6621 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:REPAIRS & MAINTENANCE TOTAL EXPENSES:395529 PROGRAM SERVICES:391572 MANAGEMENT AND GENERAL:3957 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:RESEARCH & SURVEY TOTAL EXPENSES:110032 PROGRAM SERVICES:104050 MANAGEMENT AND GENERAL:5982 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:-69508 PROGRAM SERVICES:-63207 MANAGEMENT AND GENERAL:-6301 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:COMMISSIONS TOTAL EXPENSES:2286271 PROGRAM SERVICES:2286271 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:RECRUITMENT TOTAL EXPENSES:94407 PROGRAM SERVICES:81430 MANAGEMENT AND GENERAL:12977 THE AOPA FOUNDATION INC 421 AVIATION WAY FREDERICK MD 21701 208817225 CHARITABLE MD 501(C)(3) 7 AOPA true AOPA POLITICAL ACTION COMMITTEE 421 AVIATION WAY FREDERICK MD 21701 563014117 PAC 527 N/A AOPA true AOPA INSURANCE AGENCY 1995 MIDFIELD ROAD WICHITA KS 67209 521813554 INSURANCE MD NA C CORP 7535603 8324663 1.00000 true AOPA FLIGHT TECHNOLOGIES INC 421 AVIATION WAY FREDERICK MD 21701 454565150 AVIATION PROD DE NA C CORP 109479 315808 1.00000 true AOPA HOLDINGS CORPORATION 421 AVIATION WAY FREDERICK MD 21701 461036265 Holdings Comp DE NA C CORP 5051461 9750162 1.00000 true false false true false false false false false false false false false true true false true true false THE AOPA FOUNDATION INC C 1505000 FMV AOPA HOLDINGS CORPORATION R 4246094 FMV THE AOPA FOUNDATION INC N,O,Q 4642923 FMV AOPA INSURANCE AGENCY Q 3857850 FMV THE AOPA FOUNDATION INC R 831223 FMV AOPA HOLDINGS CORPORATION N,O,Q 2752144 FMV AOPA FLIGHT TECHNOLOGIES INC N,O,Q 237698 FMV