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← AOPA FOUNDATION

Form 990 for tax year 2023

Filed by AOPA FOUNDATION.

Totals

Total revenue
$11,951,681
Total expenses
$10,269,816
Contributions and grants received
$10,904,623
Grants paid
$2,631,013
Program service revenue
$423,370
Investment income
$572,477
Other revenue
$51,211
Total assets, end of year
$52,824,643
Total liabilities, end of year
$1,208,428
Net assets or fund balances, end of year
$51,616,215
Program services expenses (Part IX)
$8,914,838
Management and general expenses
$756,374
Fundraising expenses
$598,604
Program service expenses (Part III)
$8,914,838

Program services were 86.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK R BAKER

    PRESIDENT/CEO

    Total calculated
    $1,955,944
    From this org
    $0
    From related orgs
    $1,740,646
    Other
    $215,298
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $964,397 related
    Bonus
    $0 + $727,500 related
    Other
    $0 + $48,749 related
    Deferred
    $0 + $199,915 related
    Nontaxable benefits
    $0 + $15,383 related
    Filer's total
    $0 + $1,955,944 related

  • WILLIAM C TRIMBLE III

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DARRELL W CRATE

    VICE CHAIRMAN (THRU 05/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIAM B L HUDSON

    VICE CHAIRMAN (AS OF 05/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES N HAUSLEIN

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LAWRENCE D BUHL III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MATTHEW J DESCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AMANDA C FARNSWORTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL POZNANSKY

    TRUSTEE (THRU 05/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEPHEN ELOP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES G TUTHILL JR

    TRUSTEE (THRU 05/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LUKE R WIPPLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GREGORY L COHEN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $875,175
    From this org
    $0
    From related orgs
    $379,690
    Other
    $495,485
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,755 related
    Bonus
    $0 + $81,300 related
    Other
    $0 + $635 related
    Deferred
    $0 + $480,019 related
    Nontaxable benefits
    $0 + $15,466 related
    Filer's total
    $0 + $875,175 related

  • JUSTINE A HARRISON

    SVP - GENERAL COUNSEL

    Total calculated
    $503,522
    From this org
    $0
    From related orgs
    $465,163
    Other
    $38,359
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,486 related
    Bonus
    $0 + $96,725 related
    Other
    $0 + $952 related
    Deferred
    $0 + $24,915 related
    Nontaxable benefits
    $0 + $13,444 related
    Filer's total
    $0 + $503,522 related

  • ERICA J SACCOIA

    SVP - FINANCE & ACCOUNTING

    Total calculated
    $354,782
    From this org
    $0
    From related orgs
    $325,073
    Other
    $29,709
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,190 related
    Bonus
    $0 + $68,637 related
    Other
    $0 + $1,246 related
    Deferred
    $0 + $21,669 related
    Nontaxable benefits
    $0 + $8,040 related
    Filer's total
    $0 + $354,782 related

  • ELIZABETH A TENNYSON

    SVP - AOPA FOUNDATION, INC.

    Total calculated
    $355,786
    From this org
    $332,083
    From related orgs
    $0
    Other
    $23,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,665
    Bonus
    $74,190
    Other
    $1,228
    Deferred
    $21,604
    Nontaxable benefits
    $2,099
    Filer's total
    $355,786

  • DAN JUSTMAN

    VP - YOU CAN FLY

    Total calculated
    $209,697
    From this org
    $185,162
    From related orgs
    $0
    Other
    $24,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,271
    Bonus
    $19,107
    Other
    $784
    Deferred
    $9,757
    Nontaxable benefits
    $14,778
    Filer's total
    $209,697

  • PETER BOWERS

    AMBASSADOR

    Total calculated
    $203,888
    From this org
    $173,471
    From related orgs
    $0
    Other
    $30,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,014
    Bonus
    $10,000
    Other
    $1,457
    Deferred
    $13,727
    Nontaxable benefits
    $16,690
    Filer's total
    $203,888

  • KATIE PRIBYL

    VP - CAPITAL CAMPAIGN

    Total calculated
    $178,499
    From this org
    $159,580
    From related orgs
    $0
    Other
    $18,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,279
    Bonus
    $0
    Other
    $301
    Deferred
    $12,379
    Nontaxable benefits
    $6,540
    Filer's total
    $178,499

  • MORTY LLOYD

    MAJOR GIFT OFFICER

    Total calculated
    $141,365
    From this org
    $117,881
    From related orgs
    $0
    Other
    $23,484
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION'S CEO IS COMPENSATED BY THE RELATED ORGANIZATION, AIRCRAFT OWNERS & PILOTS ASSOCIATION (AOPA). AOPA USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD
PART I, LINE 4B
NONQUALIFIED RETIREMENT PLAN MARK BAKER PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED 457(F) PLAN, WHICH IS INCLUDED IN PART II, COLUMN C. THE 2023 CONTRIBUTION TO THIS PLAN WAS $175,000.
PART I, LINE 7:
NONFIXED PAYMENTS 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 II:
COMPENSATION INFORMATION AOPA FOUNDATION USES THE SERVICES OF AIRCRAFT OWNERS & PILOTS ASSOCIATION'S HUMAN RESOURCES DEPARTMENT IN ORDER TO DETERMINE REASONABLE COMPENSATION OF ITS EMPLOYEES. THE COMPENSATION LEVELS AND SALARY RANGES FOR 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. CERTAIN EMPLOYEES ALSO PARTICIPATE IN THE ORGANIZATION'S INCENTIVE PAY PROGRAM.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202403049349301425

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