2014-03-27T13:59:51-05:00 2013-06-30 135381590 BDO USA LLP 7101 WISCONSIN AVE SUITE 800 BETHESDA MD 208144827 990 2012-07-01 521633654 NATIONAL BUSINESS AVIATION ASSOCIATION INC NATI 2027839000 1200 G STREET NW NO 1100 WASHINGTON DC 20005 EDWARD M BOLEN 2027839000 2014-03-27 1 MICHAEL SORRELLS CPA P00001737 3016544900 2012 2015-11-30 17:44:51Z X NBAA EDWARD M BOLEN 1200 G STREET NW NO 1100 WASHINGTON DC 20005 42531301 0 X WWW.NBAA.ORG X 1947 DC TO FOSTER AN ENVIRONMENT THAT ALLOWS BUSINESS AVIATION TO THRIVE IN THE UNITED STATES AND AROUND THE WORLD. 17 16 84 650 202804 0 114493 0 28841126 31538493 501210 1265217 3023001 3273896 32479830 36077606 556000 516000 0 0 10865785 12358746 0 0 0 20962670 22150717 32384455 35025463 95375 1052143 27752862 33236756 19624666 23726405 8128196 9510351 X TO FOSTER AN ENVIRONMENT THAT ALLOWS BUSINESS AVIATION TO THRIVE IN THE UNITED STATES AND AROUND THE WORLD. 0 0 NBAA BUSINESS AVIATION CONVENTION AND EXHIBITION (BACE). THE CONVENTION (FORMERLY KNOWN AS THE ANNUAL MEETING AND CONVENTION) PROVIDES AN UNSURPASSED OPPORTUNITY FOR THE 26,000 ATTENDEES TO VIEW THE LARGEST DISPLAY OF PURELY CIVIL AVIATION EXHIBITS IN THE WORLD AND ATTEND A SERIES OF FORUMS FOR INFORMATION SHARING AND NETWORKING WITH PEERS. THIS GATHERING OF BUSINESS AVIATION PROFESSIONALS, WHERE BUSINESS AIRCRAFT MANAGEMENT, OPERATIONS, MAINTENANCE, BUDGETING AND PRODUCTS ARE COVERED EXHAUSTIVELY, IS THE SINGLE MOST IMPORTANT BUSINESS AVIATION EVENT OF THE YEAR. EBACE, JOINTLY HOSTED EACH YEAR BY THE EUROPEAN BUSINESS AVIATION ASSOCIATION (EBAA), THE LEADING ASSOCIATION FOR BUSINESS AVIATION IN EUROPE, AND THE NATIONAL BUSINESS AVIATION ASSOCIATION (NBAA), THE LEADING VOICE FOR THE BUSINESS AVIATION INDUSTRY IN THE UNITED STATES, IS THE PREMIER ANNUAL MEETING PLACE FOR THE EUROPEAN BUSINESS AVIATION COMMUNITY. EBACE IS THE LARGEST EDUCATIONAL EVENT IN THE AVIATION INDUSTRY IN EUROPE. THIS THREE-DAY EVENT FEATURES EXHIBITS, AN INCREDIBLE STATIC DISPLAY OF AIRCRAFT, EDUCATION SESSIONS AND MAINTENANCE & OPERATIONS SESSIONS (M&OS). ABACE IS THE REGIONS LARGEST SHOW DEDICATED STRICTLY TO SHOWCASING BUSINESS AVIATION PRODUCTS AND SERVICES TO THOUSANDS OF THE REGION'S TOP BUSINESS LEADERS, ENTREPRENEURS, WEALTH CREATORS AND OTHER PURCHASE DECISION-MAKERS. THE EVENT, WHICH IS A PARTNERSHIP BETWEEN THE SHANGHAI AIRPORT AUTHORITY AND THE NATIONAL BUSINESS AVIATION ASSOCIATION (NBAA), AND CO-HOSTED BY NBAA, THE ASIAN BUSINESS AVIATION ASSOCIATION (ASBAA) AND THE SHANGHAI EXHIBITION CENTER (SEC), SERVES NOT JUST AS A PREMIERE MARKETPLACE FOR CONNECTING BUYERS AND SELLERS IN SHANGHAI, BUT AS A CATALYST FOR GROWING THE INDUSTRY ACROSS THE ASIAN REGION. CONFERENCE AND SEMINAR PROGRAMS. THE ASSOCIATION OFFERS A COMPREHENSIVE PROGRAM OF INFORMATION SEMINARS, CONFERENCES AND WORKSHOPS FOR FLIGHT DEPARTMENT PERSONNEL. ALL JOB FUNCTIONS, INCLUDING SCHEDULERS, DISPATCHERS, FLIGHT ATTENDANTS, MAINTENANCE MANAGERS, TECHNICIANS, CHIEF PILOTS AND AVIATION DEPARTMENT MANAGERS ARE COVERED. THE CONFERENCES AND SEMINARS ADDRESS CURRENT INDUSTRY TRENDS AND ISSUES AS WELL AS BASIC HANDS-ON INFORMATION FOR THE SUCCESSFUL DAY-TO-DAY OPERATION OF THE CORPORATE FLIGHT DEPARTMENT. OPERATIONS SERVICES: THE FLIGHT OPERATIONS ACTIVITIES COVER A WIDE VARIETY OF ISSUES FACING THE BUSINESS AVIATION INDUSTRY. SUCH TOPICS INCLUDE:SAFETY - REVIEW INDUSTRY STATISTICS, READ SAFETY REFERENCES OR SUBMIT ANONYMOUS REPORTS ON SAFETY CONCERNS OR INCIDENTS.SECURITY - INFORMATION ON NEW AND PENDING SECURITY REGULATIONS AND THE NEW TRANSPORTATION SECURITY.ADMINISTRATION (TSA) - INFORMATION FOR FLIGHT DEPT. MANAGERS, INCLUDING THE FULL TEXT OF THE NBAA MANAGEMENT GUIDE.TAX, FINANCE & INSURANCE - INFORMATION ON FINANCIAL ISSUES SUCH AS FED/STATE TAXES, RAMIFICATIONS OF THE PERSONAL USE OF EMPLOYER PROVIDED AIRCRAFT, CARRIAGE OF ELECTED OFFICIALS AND AVIATION INSURANCE.MAINTENANCE - GUIDANCE FOR MAINTENANCE PERSONNEL AND A WEALTH OF TECHNICAL INFORMATION IN THE MAINTENANCE REPORTS DATABASE.AIRPORTS - NBAA REFERENCES FOR AIRPORT ISSUES.AIRSPACE/AIR TRAFFIC - NBAA REFERENCES FOR AIRSPACE/AIR TRAFFIC ISSUES.INTERNATIONAL OPERATIONS - DOCUMENTS AND ONLINE RESOURCES FOR FLYING OUTSIDE OF THE U.S. MEMBERS CAN ALSO SEARCH THE AIRPORT REPORTS DATABASE TO REVIEW COMMENTS SUBMITTED BY CORPORATE PILOTS.MEMBERSHIP SERVICES: MEMBERSHIP IN NBAA IS AN ESSENTIAL PART OF BEING A SUCCESSFUL BUSINESS AIRCRAFT OPERATOR. NBAA WAS FOUNDED TO HELP AVIATION COMPANIES BE MORE SUCCESSFUL IN THEIR BUSINESS AIRCRAFT OPERATIONS AND TO HELP SUPPORT OUR ABILITY TO FLY. THE NETWORK OF OVER 10,000 MEMBER COMPANIES RECEIVES A HOST OF SERVICES INCLUDING EDUCATION ON OPERATIONAL, TECHNICAL AND LEGISLATIVE ISSUES; CURRENT UPDATES REGULATORY REQUIREMENTS AND CHANGES; MANAGEMENT SKILLS TRAINING; NETWORKING WITH PEERS; INVOLVEMENT WITH LOCAL, NATIONAL AND INTERNATIONAL BUSINESS AVIATION COMMUNITIES, A VOICE IN GOVERNMENT AT ALL LEVELS; ADVANCEMENT TO INDIVIDUAL MEMBER CAREERS; AND ASSISTANCE WITH BUSINESS DEVELOPMENT. ADVOCACY. NBAA IS THE LEADING ADVOCATE FOR COMPANIES THAT RELY ON GENERAL AVIATION AIRCRAFT TO HELP MAKE THEIR BUSINESSES MORE EFFICIENT, PRODUCTIVE AND SUCCESSFUL. THE ASSOCIATION, WHICH REPRESENTS MORE THAN 10,000 COMPANIES, PROMOTES POLICIES THAT FOSTER BUSINESS AVIATION IN THE UNITED STATES AND AROUND THE WORLD. EDUCATION. AS AN ADVOCATE FOR COMPANIES THAT RELY ON GENERAL AVIATION AIRCRAFT, A KEY PART OF NBAA'S MISSION IS TO EDUCATE POLICYMAKERS AND OPINION LEADERS ON THE ESSENTIAL NATURE OF BUSINESS AVIATION TO CITIZENS, COMMUNITIES AND COMPANIES OF ALL SIZES, ALL ACROSS THE U.S. 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 71 0 1 84 1 1 1 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARC FREEMAN 2024787769 1200 G STREET NW NO 1100 WASHINGTON DC 20005 PAUL ANDERSON 1.00 X 0 0 0 PATRICK CUNNINGHAM 1.00 X 0 0 0 ELIZABETH DORNAK 1.00 X 0 0 0 RON DUNCAN 1.00 X 0 0 0 DAVID EVERITT 1.00 X 0 0 0 MICHAEL HERMAN 1.00 X 0 0 0 MONTE KOCH 1.00 X 0 0 0 JEFFREY LEE 1.00 X 0 0 0 JAY MESINGER 1.00 X 0 0 0 SCOTT MOORE 1.00 X 0 0 0 LLOYD NEWTON 1.00 X 0 0 0 CHARLES REAGAN 1.00 X 0 0 0 DOUGLAS SCHWARTZ 1.00 X 0 0 0 RICHARD SHINE 1.00 2.00 X 0 0 0 JOAN SULLIVAN GARRETT 1.00 X 0 0 0 JOHN WHITE 1.00 X 0 0 0 EDWARD BOLEN 50.00 2.00 X 947494 0 44156 BENJAMIN SCHWALEN 50.00 2.00 X 80179 0 26419 MARC FREEMAN 50.00 X 228855 0 44531 STEVEN BROWN 50.00 X 399475 0 35931 MARY PICCONE 50.00 X 316860 0 33641 DANIEL HUBBARD 50.00 X 299112 0 42862 KATHLEEN BLOUIN 50.00 X 237588 0 33758 CHRISTOPHER STRONG 50.00 X 197258 0 30292 MICHAEL NICHOLS 50.00 X 193218 0 29588 DOUGLAS CARR 50.00 X 197817 0 26711 HOLLY CLARK 50.00 X 191438 0 30282 MARY MARGO DEMARK 50.00 X 181304 0 24266 RICHARD DOUBRAVA 50.00 X 176280 0 24953 TODD WORMINGTON 50.00 X 175557 0 39136 3822435 0 466526 34 0 1 0 THE FREEMAN CO INC PO BOX 650036 DALLAS TX 75265 EXHIBITION INTEGRATED SERVICES 2244014 MARKETING GENERAL INC 209 MADISON STREET ALEXANDRIA VA 22314 MARKETING 743564 MARKETING AHEAD LLC 1305 ALPS DRIVE MCLEAN VA 22102 MARKETING 676124 HOGAN LOVELLS US LLP 555 THIRTEENTH STREET NW WASHINGTON DC 20005 LEGAL 525654 THE SELINE COMPANY INC 1220 BIG SKY COURT EVERGREEN CO 80439 TRANSPORTATION 372918 23 ANNUAL MEETING 900099 14876254 14876254 MEMBERSHIP DUES 900099 5379550 5379550 CONF,FORUMS & SEMINARS 900099 5262867 5262867 ABACE 900099 4296992 4296992 AIR TRAFIC SERVICE FEE 541800 572022 572022 1150808 948004 202804 31538493 622512 622512 113130 0 113130 113130 113130 7096400 6453695 642705 642705 642705 EBACE, LLC PASSTHROUGH 900099 3160766 3158675 2091 3160766 36077606 34494364 202804 1380438 X 516000 4288960 6055428 551692 874558 588108 846206 75784 1000617 113557 5524431 715273 1240562 540220 1239068 1518749 6792872 5656 167172 365610 PRINTING 716214 DUES AND SUBSCRIPTION 549145 SPONSORSHIPS 267239 EQUIPMENT RENTAL 109628 362714 35025463 5574563 8006962 417415 774968 1790802 1325128 203493 465674 17356981 18950339 2826629 3039047 1373781 1999766 27752862 33236756 4425038 5885972 12590797 14250778 750000 2608831 2839655 19624666 23726405 X 8128196 9510351 8128196 9510351 27752862 33236756 X 1052143 451731 -121719 X X 0 1 X 1 0 0 0 0 5379550 1980000 1980000 2689775 -709775 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: NBAA DOES NOT ENGAGE IN POLITICAL ACTIVITY, ONLY LOBBYING. 316736 316736 338966 280017 58949 1135100 1045111 89989 465674 EBACE, LLC 3039047 C 3039047 PREPAID EXPENSES AND OTHER ASSETS 1045333 457 ASSETS 900425 DUE FROM EBACE 54008 1999766 ACCRUED POST RETIREMENT BENEFITS OBLIGATION 1939230 457 LIABILITIES 900425 2839655 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ASSOCIATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE ASSOCIATION'S MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND; ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, THE ASSOCIATION DID NOT RECOGNIZE ANY INTEREST OR PENALTIES. THE TAX YEARS ENDED JUNE 30, 2010 THROUGH 2012 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE ASSOCIATION IS SUBJECT, AND THEY HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. NO EXAMINATIONS ARE CURRENTLY IN PROCESS. EUROPE 0 0 PARTNERSHIP ACTIVITIES AVIATION TRADE SHOW 2318837 EAST ASIA AND THE PACIFIC - 0 0 PROGRAM SERVICES AVIATION TRADE SHOW 5005363 0 0 0 0 0 0 7324200 0 7324200 0 0 0 0 0 0 1 ALLIANCE FOR AVIATION ACROSS AMERICA PO BOX 33891 WASHINGTON DC 200362527 770678343 501(C)(4) 516000 RELATED PROGRAM 0 1 NBAA HAS A BOARD OF DIRECTORS POSITION AT ALLIANCE FOR AVIATION ACROSS AMERICA, THUS ENSURING THAT ITS FUNDS ARE USED APPROPRIATELY. X 0 1 X X X X X X 0 1 0 EDWARD BOLEN 620556 0 322270 0 4668 0 25000 0 19156 0 991650 0 0 0 MARC FREEMAN 185681 0 38506 0 4668 0 21337 0 23194 0 273386 0 0 0 STEVEN BROWN 319015 0 75072 0 5388 0 25000 0 10931 0 435406 0 0 0 MARY PICCONE 249719 0 62017 0 5124 0 25000 0 8641 0 350501 0 0 0 DANIEL HUBBARD 234708 0 60205 0 4199 0 23907 0 18955 0 341974 0 0 0 KATHLEEN BLOUIN 186313 0 42863 0 8412 0 22518 0 11240 0 271346 0 0 0 CHRISTOPHER STRONG 159290 0 33648 0 4320 0 18647 0 11645 0 227550 0 0 0 MICHAEL NICHOLS 156953 0 32106 0 4159 0 18114 0 11474 0 222806 0 0 0 DOUGLAS CARR 161270 0 32212 0 4335 0 18778 0 7933 0 224528 0 0 0 HOLLY CLARK 154408 0 31106 0 5924 0 18319 0 11963 0 221720 0 0 0 MARY MARGO DEMARK 22882 0 158422 0 0 0 18276 0 5990 0 205570 0 0 0 RICHARD DOUBRAVA 157671 0 12650 0 5959 0 17354 0 7599 0 201233 0 0 0 TODD WORMINGTON 142361 0 29094 0 4102 0 16903 0 22233 0 214693 0 0 0 PART I, LINE 1A ON RARE OCCASIONS, NBAA WILL CHARTER A FLIGHT FOR THE PRESIDENT/CEO. A FLIGHT WILL ONLY BE CHARTERED IF THERE IS NO COMMERCIAL AIRLINE SERVICE TO A DESTINATION OR COMMERCIAL AIRLINE SERVICE DOES NOT MEET THE TIME COMMITMENTS OF THE PRESIDENT/CEO. PRIOR TO CHARTERING A FLIGHT, NBAA REVIEWS THE MEETINGS, COMMERCIAL SERVICES, AND COSTS AND DECIDES ON THE MOST EFFICIENT MEANS OF TRANSPORTATION. ONCE A FLIGHT IS CHARTERED, OTHER STAFF MAY BE INCLUDED AS PASSENGERS ON THE FLIGHT. PART I, LINE 1B CHARTER TRAVEL IS BILLED TO NBAA. NBAA VERIFIES THE INVOICE AND PAYS THE BILL ACCORDINGLY. PART I, LINE 4B THE CEO HAS A DEFERRED COMPENSATION PLAN THAT IS SCHEDULED TO BE ALLOCATED IN FUTURE YEARS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ASSOCIATION SHALL CONSIST OF CORPORATE MEMBERS, BUSINESS MEMBERS AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A CORPORATE AND BUSINESS MEMBERS SHALL HAVE THE RIGHT TO ONE (1) VOTE AT ALL MEETINGS OF THE ASSOCIATION. A CORPORATE OR BUSINESS MEMBER SHALL APPOINT IN WRITING ONE OF ITS OFFICERS, BOARD MEMBERS, AND/OR FULL-TIME EMPLOYEES AS ITS REPRESENTATIVE TO ACT FOR IT IN THE AFFAIRS OF THE ASSOCIATION. IT MAY FROM TIME TO TIME, IN THE ABSENCE OF SUCH APPOINTEE, DESIGNATE IN WRITING FROM AMONG ITS OFFICERS, BOARD MEMBERS AND/OR FULL-TIME EMPLOYEES, AN ALTERNATE TO REPRESENT IT TEMPORARILY AND VOTE ON ITS BEHALF. OTHER RIGHTS TO THE MEMBERSHIP MAY BE RESERVED THROUGH APPLICABLE LAW. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY BDO USA, LLP, OUR INDEPENDENT OUTSIDE AUDITOR. THE DATA AND INFORMATION USED TO PREPARE THE RETURN IS PROVIDED BY NBAA MANAGEMENT. ONCE THE RETURN IS PREPARED BY BDO AND REVIEWED BY NBAA MANAGEMENT, IT IS PRESENTED TO THE NBAA AUDIT COMMITTEE AND THEN CIRCULATED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES WERE SIGNED BY BOARD OF DIRECTORS AND NBAA SENIOR MANAGEMENT. THE POLICY REQUIRES ALL CONFLICTS OF INTEREST TO BE DISCLOSED. MANAGEMENT PERFORMS INTERNAL REVIEWS TO DETERMINE IF A POTENTIAL CONFLICT IS REQUIRED TO BE DISCLOSED. NBAA'S BOOKS AND RECORDS ARE AUDITED BY AN INDEPENDENT CPA FIRM. AS PART OF THE AUDIT, THEY PERFORM A SEARCH FOR CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS A COMPILATION OF THE ENTIRE BOARD'S EVALUATION OF THE CEO'S PERFORMANCE, EXAMINES BENCHMARK COMPENSATION DATA PROVIDED BY A COMPENSATION CONSULTANT THAT HAS BEEN AGED APPROPRIATELY IF NECESSARY, AND MINUTES OF THEIR DELIBERATIONS AND DECISIONS ABOUT CEO COMPENSATION ARE DISTRIBUTED AND RECORDED. THE COMPENSATION COMMITTEE MAKES RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING CEO COMPENSATION. IT IS THE FULL BOARD OF DIRECTORS THAT MAKES FINAL COMPENSATION DECISIONS REGARDING CEO COMPENSATION. THE CEO MAKES A FORMAL PRESENTATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REGARDING HIS EVALUATION OF DIRECT REPORTS' PERFORMANCE AND MAKES COMPENSATION RECOMMENDATIONS FOR THESE EMPLOYEES TO THE COMMITTEE. THE COMMITTEE EXAMINES BENCHMARK COMPENSATION DATA PROVIDED BY A COMPENSATION CONSULTANT THAT HAS BEEN AGED APPROPRIATELY IF NECESSARY, AND DECIDES WHETHER OR NOT TO APPROVE OR AMEND THE CEO'S RECOMMENDATIONS. MINUTES OF THEIR DELIBERATIONS AND DECISIONS ARE DISTRIBUTED AND RECORDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS ITS ARTICLES OF INCORPORATION, BYLAWS AND FINANCIAL STATEMENTS AVAILABLE ON THE NBAA WEBSITE. THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G OTHER FEES: TOTAL EXPENSES 2,815,176. EXHIBITION INTEGRATED SERVICES: TOTAL EXPENSES 2,244,014. ROYALTIES AND COMMISSIONS: TOTAL EXPENSES 465,241. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BOOK TO TAX DIFFERENCES FROM PASS THROUGH ENTITIY -121,719. AUDIT COMMITTEE OVERSIGHT: FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NBAA CHARITIES 1200 G STREET NW SUITE 1100 WASHINGTON DC 20005 521900336 RAISES FUNDS TO SUPPORT A NUMBER OF PHILANTHROPIC ORGANIZATIONS DC 501(C)(3) 170(B)(1)(A) (VI) N/A 0 NBAA POLITICAL ACTION COMMITTEE 1200 G STREET NW SUITE 1100 WASHINGTON DC 20005 753041287 RAISING POLITICAL FUNDS DC 527 N/A 0 EBACE LLC 1200 G STREET NW SUITE 1100 WASHINGTON DC 20005 522292288 MEETING DC N/A RELATED 3160766 4326518 0 1 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 EBACE LLC S 3039047 CASH DISTRIBUTION EBACE LLC Q 412303 CASH