STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

AIRCRAFT OWNERS & PILOTS ASSO: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AIRCRAFT OWNERS & PILOTS ASSO (EIN 52-0636210)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-23
IRS object ID
201402669349300225
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-09-23T14:17:54-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12010 CORPORATE RIDGE SUITE 400AddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520636210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Aircraft Owners & Pilots AssociationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% ERICA SACCOIA SVP-FINANCEInCareOfNm
Business Name ControlAIRCBusinessNameControlTxt
Phone3016952000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 Aviation WayAddressLine1
Address Line2SuiteAddressLine2
CityFrederickCity
StateMDState
ZIP Code21701ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERICA SACCOIAPersonNm
Person TitleSVP FinancePersonTitleTxt
Phone3016952000PhoneNum
Signature2014-09-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMary TorrettaPreparerPersonNm
Phone7038477500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMark Baker CEOPresidentPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 Aviation WayAddressLine1
CityFrederickCity
StateMDState
ZIP Code21701ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$91,412,339GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.AOPA.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1939FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionProtect your freedom to fly by: advocating, educating, supporting activities that ensure GA flight and securing sufficient resources to ensure our success.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee214TotalEmployeeCnt
Total Volunteers2517TotalVolunteersCnt
Total Gross UBI$7,391,803TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$149,873NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$401,438PYContributionsGrantsAmt
CY Contributions Grants$1,269,410CYContributionsGrantsAmt
PY Program Service Revenue$18,000,919PYProgramServiceRevenueAmt
CY Program Service Revenue$17,757,324CYProgramServiceRevenueAmt
PY Investment Income$6,037,477PYInvestmentIncomeAmt
CY Investment Income$3,589,911CYInvestmentIncomeAmt
PY Other Revenue$12,617,400PYOtherRevenueAmt
CY Other Revenue$15,290,478CYOtherRevenueAmt
PY Total Revenue$37,057,234PYTotalRevenueAmt
CY Total Revenue$37,907,123CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$35,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,297,041PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,055,573CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$132,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$186,319CYTotalFundraisingExpenseAmt
PY Other Expenses$20,625,863PYOtherExpensesAmt
CY Other Expenses$20,412,016CYOtherExpensesAmt
PY Total Expenses$33,922,904PYTotalExpensesAmt
CY Total Expenses$39,634,589CYTotalExpensesAmt
PY Revenues Less Expenses$3,134,330PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,727,466CYRevenuesLessExpensesAmt
Total Assets BOY$97,854,971TotalAssetsBOYAmt
Total Assets EOY$100,731,042TotalAssetsEOYAmt
Total Liabilities BOY$18,658,023TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,670,737TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$79,196,948NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$80,060,305NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcYes (true)SignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$35,319,716ExpenseAmt
Revenue$17,757,324RevenueAmt
DescSEE SCHEDULE O.Desc
Total Program Service Expenses$35,319,716TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document274IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee214EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBFForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryBDForeignCountryCd
Foreign CountryEIForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonERICA SACCOIA SVP-FINANCEPersonNm
Phone3016952000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 AVIATION WAYAddressLine1
CityFrederickCity
StateMDState
ZIP Code21701ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
WILLIAM C TRIMBLE III
CHAIRMAN1.0Yes (X)Yes (X)$0$0$0
PAUL C HEINTZ
TRUSTEE1.0Yes (X)$0$0$0
HERMAN NEEL HIPP JR
TREASURER & ASSIST. SECRETARY1.0Yes (X)Yes (X)$0$0$0
R ANDERSON PEW
TRUSTEE1.0Yes (X)$0$0$0
MATTHEW J DESCH
TRUSTEE1.0Yes (X)$0$0$0
BURGESS H HAMLET III
TRUSTEE1.0Yes (X)$0$0$0
DARRELL W CRATE
TRUSTEE1.0Yes (X)$0$0$0
LAWRENCE D BUHL III
TRUSTEE1.0Yes (X)$0$0$0
CRAIG L FULLER
Former President40.0Yes (X)Yes (X)$850,731$0$424,06110.0
JAMES G TUTHILL JR
TRUSTEE1.0Yes (X)$0$0$0
MARK BAKER
PRESIDENT/CEO40.0Yes (X)Yes (X)$298,603$0$17,89310.0
AMANDA C FARNSWORTH
TRUSTEE1.0Yes (X)$0$0$0
JAMES N HAUSLEIN
Trustee1.0Yes (X)$0$0$0
KENNETH M MEAD
EVP/GENERAL COUNSEL40.0Yes (X)$366,133$0$19,07910.0
ERICA J SACCOIA
SVP-FINANCE40.0Yes (X)$176,529$0$11,87110.0
TIMOTHY J FORTUNE
SENIOR VP OF HUMAN RESOURCES40.0Yes (X)$287,341$0$24,72510.0
JOHN S YODICE
SECRETARY1.0Yes (X)$0$0$0
MELISSA K RUDINGER
SVP GOVERNMENT AFFAIRS40.0$276,474$0$27,874Yes (X)
LORRAINE C HOWERTON
VP LEGISLATIVE AFFAIRS40.0$241,255$0$88,390Yes (X)
THOMAS HAINES
SVP - MEDIA40.0$247,379$0$27,064Yes (X)
ADAM SMITH
SVP-ADVANCE PILOT COMMUNITY40.0$213,033$0$50,164Yes (X)
DOUGLAS N SHORTER
VP-I&T/CIO40.0$215,744$0$26,524Yes (X)
PHILIP B BOYER
Former President0.0$274,449$0$0Yes (X)
DIANA ROBERTS
FORMER OFFICER0.0$171,132$0$0Yes (X)
ROBERT H MORAN
FORMER EXECUTIVE VP/COO0.0$134,812$865Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,753,615TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$718,510TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K38IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Bulkley Dunton Publishing Group
PO Box 644520PITTSBURGPA15264Magazine Paper$872,461
EU Services
PO Box 5935TROYMI48007Mailing Service$430,894
Quad Graphics Inc
75 Remittance DriveCHICAGOIL60675Magazine Printing$1,071,605
Orison Curpier Co
73 Main StreetCOOPERSTOWNNY13326Ad Commissions$1,261,750
VALTIM INCORPORATED
PO Box 114FORESTVA24551MARKETING$781,774
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K29CntrctRcvdGreaterThan100KCnt
Related Organizations$1,200,000RelatedOrganizationsAmt
All Other Contributions$69,410AllOtherContributionsAmt
Total Contributions$1,269,410TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AOPA SUMMIT REVENUE900099$1,484,090$1,484,090
MEMBERSHIP DUES900099$16,064,603$16,064,603
AIRPORT DIRECTORY900099$183,867$183,867
AOPA ROUNDTABLE REVENUE900099$8,470$8,470
MAGAZINE ARTICLE SALES900099$16,294$16,294
FieldValueIRS element (for citing)
Total Program Service Revenue$17,757,324TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,035,683TotalRevenueColumnAmt
Unrelated Business Revenue-$161,682UnrelatedBusinessRevenueAmt
Exclusion$1,197,365ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,064,959TotalRevenueColumnAmt
Exclusion$5,064,959ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$800,248RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$532,826RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$267,422RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,422TotalRevenueColumnAmt
Exclusion$267,422ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$55,526,618SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$52,972,390SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,554,228SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,554,228TotalRevenueColumnAmt
Exclusion$2,554,228ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$12,059GrossSalesOfInventoryAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,059TotalRevenueColumnAmt
Unrelated Business Revenue$12,059UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
AD&D STABILIZATION RESERVE DISTRIBUTION900099$748,559$748,559
COST SHARING900099$948,216$948,216
ADVERTISING INCOME511190$7,541,426$7,541,426

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$707,837TotalRevenueColumnAmt
Exclusion$707,837ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,946,038OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,907,123TotalRevenueColumnAmt
Related Or Exempt Func Income$17,757,324RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$7,391,803UnrelatedBusinessRevenueAmt
Exclusion$11,488,586ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$35,000TotalAmt
Program Services$35,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,517,258TotalAmt
Program Services$2,122,223ProgramServicesAmt
Management And General$395,035ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,251,218TotalAmt
Program Services$12,716,199ProgramServicesAmt
Management And General$535,019ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$955,859TotalAmt
Management And General$955,859ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$854,330TotalAmt
Program Services$282,548ProgramServicesAmt
Management And General$571,782ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,476,908TotalAmt
Program Services$2,913,150ProgramServicesAmt
Management And General-$1,436,242ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$850,336TotalAmt
Program Services$788,782ProgramServicesAmt
Management And General$61,554ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$210,770TotalAmt
Program Services$104,927ProgramServicesAmt
Management And General$105,843ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$422,780TotalAmt
Program Services$422,780ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$132,000TotalAmt
Fundraising$132,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$158,435TotalAmt
Program Services$158,435ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,424,703TotalAmt
Program Services$4,677,054ProgramServicesAmt
Management And General$747,649ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$237,642TotalAmt
Program Services$237,642ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$126,699TotalAmt
Program Services$83,967ProgramServicesAmt
Management And General$42,732ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$846,123TotalAmt
Program Services$127,852ProgramServicesAmt
Management And General$718,271ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,355,675TotalAmt
Program Services$1,333,555ProgramServicesAmt
Management And General$22,120ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,163,357TotalAmt
Program Services$2,161,467ProgramServicesAmt
Management And General$1,890ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$61,287TotalAmt
Program Services$56,892ProgramServicesAmt
Management And General$4,395ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,637,747TotalAmt
Program Services$967,232ProgramServicesAmt
Management And General$670,515ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$324,915TotalAmt
Program Services$304,376ProgramServicesAmt
Management And General$20,539ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
POSTAGE, PREMIUM, EMAIL, PRINT$4,056,873$3,980,512$22,968$53,393
MAGAZINE PRODUCTION$1,575,901$1,575,901
RENTALS$1,024,404$917,130$107,274
BANK & CREDIT CARD FEES$422,852$420,248$2,544$60

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$488,483TotalAmt
Program Services-$1,068,156ProgramServicesAmt
Management And General$578,807ManagementAndGeneralAmt
Fundraising$866FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,634,589TotalAmt
Program Services$35,319,716ProgramServicesAmt
Management And General$4,128,554ManagementAndGeneralAmt
Fundraising$186,319FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$184,617BOYAmt
EOY$838,209EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,554,318BOYAmt
EOY$2,090,153EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,066,215BOYAmt
EOY$1,340,782EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$24,050,709LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,351,738LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,210,437BOYAmt
EOY$10,698,971EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$60,860,893BOYAmt
EOY$51,135,902EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,494,601BOYAmt
EOY$21,779,270EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$5,280,835BOYAmt
EOY$5,280,835EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,203,055BOYAmt
EOY$7,566,920EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$97,854,971BOYAmt
EOY$100,731,042EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,490,550BOYAmt
EOY$3,358,748EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,036,601BOYAmt
EOY$11,099,839EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,623,993BOYAmt
EOY$4,868,197EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$506,879BOYAmt
EOY$1,343,953EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,658,023BOYAmt
EOY$20,670,737EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$79,196,948BOYAmt
EOY$80,060,305EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,196,948BOYAmt
EOY$80,060,305EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$97,854,971BOYAmt
EOY$100,731,042EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,727,466ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,580,576NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$10,247OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
Substantially All Dues NondedYes (true)SubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$640,871InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$584,609OtherCostOrOtherBasisAmt
Book Value$1,225,480BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$4,479,440InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,527,984OtherCostOrOtherBasisAmt
Depreciation$6,645,046DepreciationAmt
Book Value$4,362,378BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,595,934OtherCostOrOtherBasisAmt
Depreciation$1,375,950DepreciationAmt
Book Value$219,984BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$21,460InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$10,200,411OtherCostOrOtherBasisAmt
Depreciation$5,330,742DepreciationAmt
Book Value$4,891,129BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,698,971TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$21,779,270BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$21,779,270TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
INVESTMENT IN SUB (NET)$5,779,755
REAL ESTATE INVESTMENT$50,351
DEFERRED TAXES$6,688
AIRCRAFT HELD FOR SALE$1,730,126
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,566,920TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
AIRCRAFT RESERVES$217,206
BUILDING RESERVES/MAINTENANCE$133,104
DEFERRED RENT LIABILITY$153,643
LIFETIME MEMBERSHIP LIABILITY$840,000
FieldValueIRS element (for citing)
Total Liability$1,343,953TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$55,355,452TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,580,576NetUnrealizedGainsInvstAmt
Other Revenue$14,493,705OtherRevenueAmt
Revenue Not Reported$17,074,281RevenueNotReportedAmt
Revenue Subtotal$38,281,171RevenueSubtotalAmt
Investment Expenses Not Incld$158,778InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$532,826OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$374,048RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$37,907,123TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$54,025,142TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$14,016,505OtherExpensesIncludedAmt
Expenses Not Reported$14,016,505ExpensesNotReportedAmt
Expenses Subtotal$40,008,637ExpensesSubtotalAmt
Investment Expenses Not Incld2$158,778InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$532,826OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$374,048ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$39,634,589TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI AND XIITHE AUDITED FINANCIALS ARE PRESENTED ON A CONSOLIDATED BASIS. THE FOLLOWING CHANGES WERE MADE IN ORDER TO RECONCILE TO AOPA'S FORM 990: PART XI, LINE 2D: -EXCLUDE REVENUE FROM RELATED ORGANIZATIONS = ($14,493,705). PART XI, LINE 4B: -REAL ESTATE EXPENSES WHICH OFFSET GROSS RENTS = ($532,826). PART XII, LINE 2D: -EXCLUDE EXPENSES FROM RELATED ORGANIZATIONS = ($14,016,505). PART XII, LINE 4B: -REAL ESTATE EXPENSES WHICH OFFSET GROSS RENTS = ($532,826).
FIN 48 FOOTNOTE - SCHEDULE D, PART X, LINE 2The 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.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$13,232,775
Europe (Including Iceland and Greenland)Investments$5,887,823
FieldValueIRS element (for citing)
Subtotal Spent$19,120,598SubtotalSpentAmt
Total Spent$19,120,598TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonAllegiance Creative GroupPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111250 Waples Mill Road Suite 310AddressLine1
CityFairfaxCity
StateVAState
ZIP Code22030ZIPCode
FieldValueIRS element (for citing)
ActivityAdvisorActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$132,000RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$132,000TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2(b)(1) Allegiance Creative GroupFormAndLineReferenceDesc
ExplanationAllegiance Creative Group was not a fundraiser for AOPA. Allegiance Creative Group was hired to provide consulting advice pertaining to AOPA membership notices.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFlight Training ScholarshipsGrantTypeTxt
Recipient7RecipientCnt
Cash Grant$35,000CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2FormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
KENNETH M MEAD
EVP/GENERAL COUNSEL$352,794$0$0$13,339$0$16,575$0$2,504$0$385,212$0$0$0
PHILIP B BOYER
Former President$0$0$0$274,449$0$0$0$0$0$274,449$0$0$0$0
CRAIG L FULLER
Former President$523,952$0$0$45,075$0$414,420$0$9,641$0$1,274,792$0$0$0$281,704
ERICA J SACCOIA
SVP-FINANCE$157,516$0$0$3,339$0$10,726$0$1,145$0$188,400$0$0$0$15,674
DIANA ROBERTS
FORMER OFFICER$0$0$0$171,132$0$0$0$0$0$171,132$0$0$0$0
MELISSA K RUDINGER
SVP GOVERNMENT AFFAIRS$220,220$0$0$2,612$0$14,794$0$13,080$0$304,348$0$0$0$53,642
TIMOTHY J FORTUNE
SENIOR VP OF HUMAN RESOURCES$231,546$0$0$4,292$0$15,376$0$9,349$0$312,066$0$0$0$51,503
ROBERT H MORAN
FORMER EXECUTIVE VP/COO$39,427$95,385$865$135,677$95,385
LORRAINE C HOWERTON
VP LEGISLATIVE AFFAIRS$204,708$0$0$2,838$0$75,709$0$12,681$0$329,645$0$0$0$33,709
THOMAS HAINES
SVP - MEDIA$201,405$0$0$7,449$0$13,518$0$13,546$0$274,443$0$0$0$38,525
MARK BAKER
PRESIDENT/CEO$206,313$0$0$92,290$0$13,530$0$4,363$0$316,496$0$0$0$0
ADAM SMITH
SVP-ADVANCE PILOT COMMUNITY$169,205$0$0$33,813$0$42,948$0$7,216$0$263,197$0$0$0$10,015
DOUGLAS N SHORTER
VP-I&T/CIO$204,573$0$0$2,666$0$13,831$0$12,693$0$242,268$0$0$0$8,505

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aCertain directors and officers were provided benefits to health and social clubs. In addition, 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 3THE 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 7TARGET 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 8THE PRESIDENT/CEO IS PAID PURSUANT TO AN EMPLOYMENT CONTRACT.
Part IIThe following individuals received distributions from a 457F deferred compensation Plan and included on Schedule J, Part II, Column B(iii): Philip Boyer = $274,449 Diana Roberts = $171,132 There were several individuals listed on Schedule J, Part II whose compensation and/or benefits changed due to the following: - Philip Boyer, former president: received payment from a retirement plan for his years of service in the amount of $274,449. - Craig Fuller, former president has accrued severance and a consulting agreement of $397,845 which is included in the $414,420, reported in column c. - Lorraine Howerton, former VP Legislative Affairs, has accrued severance of $61,824 which is included in the $75,709, reported in column c. - Adam Smith, former SVP advance pilot community, has received severance payment of $26,000 which is included in the $33,813, reported in column B(iii) and accrued severance of $31,777 which is included in the $42,948, reported in column c. - Robert Moran has received severance payment of $95,385 reported in column B(iii). This severance was accrued in 2012 as represented in column F.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJohn YodicePersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSecretary/LegalRelationshipDescriptionTxt
Transaction$425,646TransactionAmt
TransactionCorporate Legal CounselTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Line 1, John YodiceFormAndLineReferenceDesc
ExplanationJohn Yodice serves on AOPA's Board as secretary (non-paid position) as well as is owner of Yodice Associates who provides corporate legal counsel to AOPA.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1AIRCRAFT 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 2 During 2013, AOPA merged with AOPA Membership Publications Inc., a 100% owned taxable subsidiary. The merger increased AOPA's revenue and expense related to the Pilot and Flight Training magazines production and advertisement. Its revenue and expenses related to the Pilot and Flight Training magazines production and advertisement.
Part III, Line 4aGeneral 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 three areas: advocacy, education and 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 and message 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. Among the broad issues continuously addressed by this group are pilot and medical certification, aircraft certification, maintenance, operations, fuel, and international regulatory harmonization. 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. In addition to AOPA's efforts on the federal level, the Association also has a network of 7 regional managers and over 2,500 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 2013, AOPA addressed more than 450 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 Pennsylvania, a similar exemption in Indiana where we also won a fuel tax decrease, and a 20 year extension in Maine of an exemption on the sale of aircraft, aircraft parts, and maintenance. We also prevented increases in aviation taxes in Delaware, Pennsylvania, and Oregon. AOPA helped win adoption of legislation to provide greater safety and land use rules around airports in Montana and Nebraska, as well as amendments to state recreational use statutes in Wyoming, Oklahoma, Arkansas that extend liability protections to aviation uses. In addition to our work directly with lawmakers and policy makers, AOPA's advocacy team provides resources that can help pilots be their own advocates within their communities. These tools are designed to help pilots and aviation groups address common concerns and promote aviation in their areas. Available online, as DVDs, pamphlets, brochures, booklets, and fact sheets, these resources fall into six general categories: saving airports; talking to the media; facts, statistics, and glossaries; writing letters to defend GA; providing first-hand flight experiences; and introducing young people to flying. With more than two dozen such publications, many of which are updated annually, AOPA provides pilots with the background materials and practical guidance they need to be powerful advocates for GA. Pilots can also play an active role in securing their airports through AOPA's Airport Watch Program. Working in partnership with the Transportation Security Administration (TSA), AOPA has developed a nationwide program that helps pilots to observe and report suspicious activity-reducing the need for expensive and impractical regulation. AOPA's Airport Watch Program is supported by a centralized, government-provided, toll-free hotline (1-866-GA-SECURE). The Airport Watch Program provides warning signs for airports, informational literature, and training videos to educate pilots and airport employees. Pilots who want to do even more to help support GA and their local airports can join the AOPA Airport Support Network. In 2013, the network reached over 2,500 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. AOPA is also working to ensure the future viability of general aviation by developing and supporting efforts to grow and support the pilot population. In 2013, AOPA focused on two major programs: the flying clubs initiative and the flight training initiative. 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 2013, 738 clubs had signed up and were searchable through AOPA's online Flying Club finder. A management tool for flying club leaders, The Club Connector, also had nearly 3,300 subscribers at the end of 2013. This electronic newsletter is a monthly publication. Ten webinars for flying club leaders were produced in 2013, with a total of 3,107 participants and viewers. Each webinar has been archived and is available for on-demand viewing for anyone interested through AOPA's website. We also continued the work that began several years ago with the Flight Training Student Retention Initiative. AOPA held their annual Flight Training and Pilot Community Summit on Wednesday, October 9, 2013 the day before AOPA Summit. More than 120 flight school owners and managers, flight instructors, flying club leaders and industry innovators participated in the half-day conference. Initial findings of AOPA's pilot retention research was shared with the group, as well as, plans to implement a nationwide "Rusty Pilots" program and campaign to get lapsed pilots back to actively flying. Break out groups and guided group discussions were also a key part of the conference to allow attendees to share best practices and learn from one another. AOPA also completed another series of the "Flight Training Excellence Poll and Awards" in 2013 where students that had undertaken flight training within the last 24 months were invited to complete the Flight Training Excellence Poll. The Poll was used to get a snapshot of the customer perspective of flight training today, both positive and negative experiences. The 2013 poll was open from April 10, 2103 to August 9, 2013. 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. 3,375 individuals completed the poll in 2013. This resulted in reviews of 508 different flight schools and 956 different flight instructors. At the Flight Training and Pilot Community Summit, an awards ceremony was held to recognize awar
Part VI, SECTION A, LINE 2There 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 written proxy.
PART VI, SECTION B, LINES 11A & 11BIN 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 12CTHE 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 & 15bTHE 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 16bThe 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 & 19 THE ORGANIZATION DOES MAKE AVAILABLE ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, FORM 990 RETURNS, AND FORM 1024 TO THE GENERAL PUBLIC ALTHOUGH IT DOES NOT MAKE AVAILABLE ITS GOVERNING DOCUMENTS EXCEPT 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, Craig Fuller, Kenneth Mead, Erica Saccoia and Timothy Fortune are/were 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, Reconciliation of Net Assets, Line 9Other changes in net assets of $10,247 represents transactions related to ASCO merger.
FORM 990 PART IX LINE 11GDESCRIPTION:PROFESSIONAL CONSULTING TOTAL FEES:980867
FORM 990 PART IX LINE 11GDESCRIPTION:COMMISSIONS TOTAL FEES:2177572
FORM 990 PART IX LINE 11GDESCRIPTION:AGENCY TEMPS TOTAL FEES:200408
FORM 990 PART IX LINE 11GDESCRIPTION:MARKETING AGENCY TOTAL FEES:262645
FORM 990 PART IX LINE 11GDESCRIPTION:ART & CREATIVE TOTAL FEES:205480
FORM 990 PART IX LINE 11GDESCRIPTION:EDITORIAL SERVICES TOTAL FEES:260134
FORM 990 PART IX LINE 11GDESCRIPTION:RECRUITEMENT TOTAL FEES:468741
FORM 990 PART IX LINE 11GDESCRIPTION:VIDEO PRODUCTION TOTAL FEES:77636
FORM 990 PART IX LINE 11GDESCRIPTION:PURCHASED SERVICES - OTHER TOTAL FEES:791220

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
THE AOPA FOUNDATION INC
421 AVIATION WAYFREDERICKMD21701208817225CHARITABLEMD501(C)(3)7AOPAYes (true)
AOPA POLITICAL ACTION COMMITTEE
421 AVIATION WAYFREDERICKMD21701563014117PAC527N/AAOPAYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
AOPA INSURANCE AGENCY
1995 MIDFIELD ROADWICHITAKS67209521813554INSURANCEMDNAC CORP$6,875,520$5,429,4201.00000Yes (true)
AOPA FLIGHT TECHNOLOGIES INC
421 AVIATION WAYFREDERICKMD21701454565150AVIATION PRODDENAC CORP$329,324$451,0911.00000Yes (true)
AOPA HOLDINGS CORPORATION
421 AVIATION WAYFREDERICKMD21701461036265Holdings CompDENAC CORP$2,105,353$9,854,4801.00000Yes (true)
AOPA SERVICE CORPORATION
421 AVIATION WAYFREDERICKMD21701530211507MARKETINGDCNAC CORP$3,662,151$01.00000Yes (true)
AOPA MEMBERSHIP PUBLICATIONS INC
421 AVIATION WAYFREDERICKMD21701522055960MAGAZINESMDNAC CORP$399,683$01.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE AOPA FOUNDATION INC
C$1,200,000FMV
AOPA SERVICE CORPORATION
D$110,000FMV
AOPA HOLDINGS CORPORATION
D$725,000FMV
THE AOPA FOUNDATION INC
N,O,Q$3,542,834FMV
AOPA POLITICAL ACTION COMMITTEE
Q$43,096FMV
AOPA SERVICE CORPORATION
N,Q$754,636FMV
AOPA INSURANCE AGENCY
Q$3,273,676FMV
THE AOPA FOUNDATION INC
R$1,161,995FMV
AOPA SERVICE CORPORATION
R$2,966,203FMV
AOPA MEMBERSHIP PUBLICATIONS INC
R$1,704,440FMV
AOPA INSURANCE AGENCY
E$1,110,000FMV
AOPA HOLDINGS CORPORATION
N,O,Q$2,032,506FMV
AOPA FLIGHT TECHNOLOGIES INC
N,O,Q$524,125FMV
AOPA HOLDINGS CORPORATION
J$47,614FMV
THE AOPA FOUNDATION INC
S$2,350,000FMV