2024-07-02T09:41:25-05:00 2023-09-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-10-01 131677290 AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS AMER 8006392422 12700 SUNRISE VALLEY DR 200 RESTON VA 201915807 KAREN ROSENBLUM CHIEF FINANCIAL OFFICER 8006392422 2024-07-01 1 KAREN ROSENBLUM 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL L DUMBACHER 12700 SUNRISE VALLEY DR 200 RESTON VA 201915807 28046771 0 1270 X WWW.AIAA.ORG X 1963 NY THE PURPOSE OF THE INSTITUTE IS TO ADVANCE THE ARTS, SCIENCES, AND TECHNOLOGY OF AERONAUTICS AND ASTRONAUTICS AND TO NURTURE AND PROMOTE THE PROFESSIONALISM OF THOSE ENGAGED IN THESE PURSUITS. 12 12 82 3700 221511 0 33155 42356 18988548 22342143 2098809 1923761 224528 272090 21345040 24580350 12400 16450 0 0 9410294 10392477 0 0 0 15082145 14686057 24504839 25094984 -3159799 -514634 35279668 38735071 9284747 10602887 25994921 28132184 X TO ADVANCE THE ARTS, SCIENCES, AND TECHNOLOGY OF AERONAUTICS AND ASTRONAUTICS AND TO NURTURE AND PROMOTE THE PROFESSIONALISM OF THOSE ENGAGED IN THESE PURSUITS. THE INSTITUTE SHALL ENCOURAGE ORIGINAL RESEARCH, FOSTER DISSEMINATION OF NEW KNOWLEDGE, FURTHER PROFESSIONAL DEVELOPMENT OF THOSE ENGAGED IN SCIENTIFIC AND ENGINEERING ACTIVITIES, IMPROVE PUBLIC UNDERSTANDING OF THE PROFESSION AND ITS CONTRIBUTIONS, FOSTER EDUCATION IN ENGINEERING AND SCIENCE, PROMOTE COMMUNICATION AMONG ENGINEERS AND SCIENTISTS AND WITH OTHER PROFESSIONAL GROUPS, AND STIMULATE OUTSTANDING PROFESSIONAL ACCOMPLISHMENTS. IT SHALL ALSO SERVE THE NEEDS AND PROFESSIONAL INTEREST OF MEMBERS, BRING TO BEAR THE SCIENTIFIC AND TECHNICAL CAPABILITIES OF THE PROFESSION IN AREAS OF NATIONAL CONCERN WHERE IT IS EQUIPPED TO CONTRIBUTE, AND UNDERTAKE OTHER MEASURES APPROPRIATE TO ITS MISSION. 0 0 11067730 8667609 TECHNICAL ACTIVITIES (CONFERENCES): THE INSTITUTE CONDUCTS TECHNICAL CONFERENCES AND COURSES THAT PROVIDE A FORUM FOR MEMBERS FROM INDUSTRY, ACADEMIA, AND GOVERNMENT TO PRESENT AND EXCHANGE INFORMATION WITH THEIR PEERS IN THE AEROSPACE COMMUNITY. 5070548 3000 3877178 MEMBER SERVICES: INCLUDES CORPORATE AND PROFESSIONAL MEMBER FORUMS AND MEETINGS TO DISCUSS AEROSPACE TECHNICAL AND COMMUNITY ISSUES, SECTION ACTIVITIES, PROFESSIONAL HONORS AND AWARDS, AND AEROSPACE AMERICA MAGAZINE. 4075912 0 9622470 TECHNICAL PUBLICATIONS: THE INSTITUTE PUBLISHES EIGHT PEER-REVIEWED SCHOLARLY SCIENTIFIC AND TECHNICAL JOURNALS IN THE AEROSPACE FIELD AND PRODUCES A SERIES OF TEXTBOOKS FOR STUDENTS IN TEH AEROSPACE FIELD. A DATABASE OF SCIENTIFIC STUDIES IN TEH AEROSPACE FIELD IS PRODUCED AND MAINTAINED BY THE INSTITUTE AS WELL. 1765377 13450 0 OUTREACH 1765377 13450 0 21979567 1 1 0 1 0 0 0 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 382 0 1 82 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X KAREN ROSENBLUM 8006392422 12700 SUNRISE VALLEY DR 200 RESTON VA 201915807 DANIEL L DUMBACHER EXECUTIVE DIRECTOR/SECRETARY 37.50 1.00 X 499552 0 13492 ANGELO IASIELLO CHIEF OPERATING OFFICER 37.50 X 335890 0 42375 KAREN ROSENBLUM SVP, FINANCE, ADMIN & CFO 37.50 1.00 X 267601 0 41087 MERRIE SCOTT VP, COMMUNITY & PARTNER ENGAGEMENT 29.00 8.50 X 208555 0 36510 RODGER WILLIAMS VP, STRATEGIC CONTENT & PRODUCT DEVELOPMENT 37.50 X 187397 0 37913 KAREN THOMAS VP, DEI, MEMBERSHIP & WORKFORCE 37.50 X 193023 0 18403 BRIAN TALBOT SENIOR DIRECTOR, MARKETING, SALES & COMMUNICATIONS 37.50 X 173804 0 7346 BEN IANNOTTA EDITOR-IN-CHIEF, AEROSPACE AMERICA 37.50 X 144729 0 36103 CHRISTOPHER SEMON DIRECTOR, STRATEGIC RELATIONSHIP MANAGEMENT 37.50 X 144235 0 36075 DANIEL CRAIG DAY MANAGING DIRECTOR, PROFESSIONAL DEVELOPMENT 37.50 X 161680 0 17117 MARYANNE ROY VP, PEOPLE & CULTURE 37.50 X 158220 0 17042 STEPHEN LEE SENIOR MANAGER, PRODUCT DEVELOPMENT 37.50 X 159465 0 7566 MICHELE DOMINIAK VP, PRODUCT OPERATIONS 37.50 X 142873 0 16360 LAURA J MCGILL PRESIDENT 1.00 1.00 X X 0 0 0 DANIEL HASTINGS PRESIDENT-ELECT (INCOMING FY23) 1.00 1.00 X X 0 0 0 ANNALISA WEIGEL TREASURER 1.00 1.00 X X 0 0 0 JOHNATHON CALDWELL TRUSTEE (INCOMING FY23) 1.00 X 0 0 0 FRANK CULBERTSON TRUSTEE 1.00 X 0 0 0 KEOKI JACKSON TRUSTEE (INCOMING FY23) 1.00 X 0 0 0 LARRY JAMES TRUSTEE 1.00 X 0 0 0 R STEVEN JUSTICE TRUSTEE/TREASURER-ELECT 1.00 X 0 0 0 ROBERT LIGHTFOOT TRUSTEE (EXITING FY23) 1.00 X 0 0 0 BENJAMIN MARCHIONNA TRUSTEE 1.00 X 0 0 0 LOURDES MAURICE TRUSTEE (EXITING FY23) 1.00 X 0 0 0 TODD MOSHER TRUSTEE 1.00 X 0 0 0 KAREN WILLCOX TRUSTEE 1.00 X 0 0 0 STEPHANIE WILSON TRUSTEE 1.00 X 0 0 0 2777024 0 327389 28 0 1 0 MANCHESTER GRAND HYATT SAN DIEGO 1 MARKET PL SAN DIEGO CA 92101 CONVENTION SERVICES 946716 LUMENS AUDIO VISUAL 127 27TH ST SUITE A NEWPORT BEACH CA 92663 CONVENTION SERVICES 824668 CAESARS ENTERTAINMENT 1 CAESARS PALACE DRIVE LAS VEGAS NV 89109 CONVENTION SERVICES 824492 HILTON CHICAGO 720 S MICHIGAN AVE CHICAGO IL 60605 CONVENTION SERVICES 768874 CADMORE MEDIA 4800 HAMPDEN LANE SUITE 200 BETHESDA MD 20814 ONLINE HOSTING 678467 16 42356 42356 PUBLICATIONS 900099 9622470 9622470 CONFERENCES & EDUCATION 900099 7106565 7106565 MEMBER SERVICES 900099 3970033 3795147 174886 SPONSORSHIPS 900099 818750 818750 EXHIBITS 900099 732660 732660 91665 91665 22342143 1240991 1240991 189127 189127 4149191 3466421 682770 682770 682770 BANNER ADS 541800 46625 46625 36338 36338 82963 24580350 22167257 221511 2149226 X 3000 3000 11100 11100 2350 2350 2295788 1847477 448311 6233351 5019539 1213812 245200 196097 49103 1000593 799807 200786 617545 493877 123668 73381 7896 65485 109435 30988 78447 49191 49191 3149048 3004919 144129 674759 674568 191 939972 817136 122836 2220640 2011042 209598 131602 97925 33677 386046 310605 75441 432257 339400 92857 4681956 4601549 80407 1000 1000 266195 223350 42845 102826 76513 26313 AWARDS & HONORARIA 635515 634497 1018 JOURNALS AND PUBLICATIO 296596 295276 1320 SECTION REBATE 110564 110564 DUES & SUBSCRIPTIONS 110046 101075 8971 315028 268017 47011 25094984 21979567 3115417 0 583335 1985167 209165 173879 1438150 2147082 7471287 6885724 796388 585563 32167675 32444940 84955 1398440 35279668 38735071 3243038 2590039 5541709 6185837 500000 0 1827011 9284747 10602887 X 25693921 27829184 301000 303000 25994921 28132184 35279668 38735071 -514634 2651897 0 X 0 1 X 1 0 X 47582 51860 1021385 33155 42356 1196338 19476242 25067215 15889046 18791471 22167257 101391231 19523824 25119075 16910431 18824626 22209613 102587569 0 0 0 102587569 1524163 1411828 1541479 2018931 1430118 7926519 1524163 1411828 1541479 2018931 1430118 7926519 11923 6807 1265 26863 36338 83196 21059910 26537710 18453175 20870420 23676069 110597284 0.92760 0.92850 0.07170 0.07090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 340 340 25094644 25094984 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 34222 17717 10438 340 62717 250000 250000 250000 250000 1000000 1500000 910 753 484 0 2147 2 0 2335888 1978807 357081 696158 696158 0 4439241 4210759 228482 585563 OPERATING LEASE LIABILITY 1827011 1827011 X PART III, LINE 1A: THE INSTITUTE HOLDS AVIATION AND SPACE RELATED STAMP AND COIN COLLECTIONS. EACH OF THESE ITEMS IS CARRIED ON THE BALANCE SHEET AT $1. PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH SEPTEMBER 30, 2023. 1 TC-GNC PRIZES 8 4800 TC-MDO PRIZES 2 3000 TAD PRIZES 12 1000 TC-SMALL SATELLITE PRIZES 2 700 SCITECH FORUM PRIZES 1 500 TC - INLETS, NOZZLES AND PROP PRIZES 1 500 TC - FLUID DYNAMICS PRIZES 2 400 TC - MODELING & SIMULATION PRIZES 1 200 PART I, LINE 2: AWARDEES ARE SELECTED BY COMMITTEE BASED ON MERIT. DOCUMENTATION IS REQUIRED BEFORE A GRANT IS MADE. X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 DANIEL L DUMBACHER EXECUTIVE DIRECTOR/SECRETARY 404264 0 91724 0 3564 0 12200 0 1292 0 513044 0 0 0 ANGELO IASIELLO CHIEF OPERATING OFFICER 298195 0 35373 0 2322 0 12200 0 30175 0 378265 0 0 0 KAREN ROSENBLUM SVP, FINANCE, ADMIN & CFO 233679 0 30550 0 3372 0 10912 0 30175 0 308688 0 0 0 MERRIE SCOTT VP, COMMUNITY & PARTNER ENGAGEMENT 168225 0 38810 0 1520 0 8550 0 27960 0 245065 0 0 0 RODGER WILLIAMS VP, STRATEGIC CONTENT & PRODUCT DEVE 165357 0 20520 0 1520 0 7818 0 30095 0 225310 0 0 0 KAREN THOMAS VP, DEI, MEMBERSHIP & WORKFORCE 171882 0 18810 0 2331 0 7776 0 10627 0 211426 0 0 0 BRIAN TALBOT SENIOR DIRECTOR, MARKETING, SALES & 163987 0 9320 0 497 0 6952 0 394 0 181150 0 0 0 BEN IANNOTTA EDITOR-IN-CHIEF, AEROSPACE AMERICA 135353 0 8220 0 1156 0 6077 0 30026 0 180832 0 0 0 CHRISTOPHER SEMON DIRECTOR, STRATEGIC RELATIONSHIP MAN 135014 0 8590 0 631 0 5978 0 30097 0 180310 0 0 0 DANIEL CRAIG DAY MANAGING DIRECTOR, PROFESSIONAL DEVE 151371 0 9850 0 459 0 6542 0 10575 0 178797 0 0 0 MARYANNE ROY VP, PEOPLE & CULTURE 143061 0 14500 0 659 0 6410 0 10632 0 175262 0 0 0 STEPHEN LEE SENIOR MANAGER, PRODUCT DEVELOPMENT 148199 0 10000 0 1266 0 6391 0 1175 0 167031 0 0 0 MICHELE DOMINIAK VP, PRODUCT OPERATIONS 132734 0 9750 0 389 0 5792 0 10568 0 159233 0 0 0 PART I, LINE 1A HEALTH/SOCIAL CLUB DUES ARE AVAILABLE TO ALL STAFF MEMBERS. DURING THE TAX YEAR, 82 INDIVIDUALS RECEIVED THIS BENEFIT. IT WAS TAXABLE TO ALL WHO RECEIVED IT. PART I, LINE 7 AIAA HAS A MERIT BONUS SYSTEM THAT APPLIES TO ALL EMPLOYEES AND IS MONITORED BY THE COMPENSATION COMMITTEE OF INDEPENDENT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 AIAA DOES HAVE MEMBERS. ITS MEMBERSHIP CLASSES INCLUDE HONORARY FELLOWS, HONORARY MEMBERS, FELLOWS, ASSOCIATE FELLOWS, SENIOR MEMBERS, MEMBERS, ASSOCIATE MEMBERS, AFFILIATE MEMBERS, STUDENT MEMBERS, AND CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A HONORARY FELLOWS, FELLOWS, ASSOCIATE FELLOWS, SENIOR MEMBERS, AND MEMBERS SHALL BE ELIGIBLE TO HOLD OFFICE AND TO VOTE. HONORARY MEMBERS SHALL BE ENTITLED TO VOTE BUT SHALL NOT BE ENTITLED TO BE AN OFFICER OR DIRECTOR. MEMBERS VOTE ANNUALLY TO ELECT MEMBERS OF THE COUNCIL OF DIRECTORS AND BOARD OF TRUSTEES, AND WHEN NEEDED TO MAKE CHANGES TO THE INSTITUTE CONSTITUTION. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE CONSTITUTION MUST BE RATIFIED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PLACED ON A WEBSITE FOR THE BOARD OF DIRECTORS TO REVIEW. MANAGEMENT REVIEWS FORM 990 BY VALIDATING THE ANSWERS AND RECONCILING FINANCIAL INFORMATION TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AIAA BOARD MEMBERS AND AIAA STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND DISCLOSURE STATEMENTS AND CERTIFY THAT THE REQUIREMENTS OF THIS POLICY HAVE BEEN MET. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE WILL ANNUALLY REVIEW AND RECOMMEND TO THE BOARD FOR APPROVAL THE SALARY ADJUSTMENT POOLS AND THE BONUS POOLS TO BE USED FOR STAFF COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS OF INDEPENDENT BOARD MEMBERS, RELYING ON OUTSIDE KNOWLEDGEABLE CONSULTANTS, ARMED WITH RECENT AND RELEVANT SALARY SURVEYS, AND RECOMMENDS COMPENSATION TO THE BOARD. THE MOST RECENT REVIEW OF THE EXECUTIVE DIRECTOR COMPENSATION OCCURRED IN SEPTEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON AIAA'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,282,358. MANAGEMENT AND GENERAL EXPENSES 100,570. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,382,928. OUTSIDE PRODUCTION: PROGRAM SERVICE EXPENSES 1,030,165. MANAGEMENT AND GENERAL EXPENSES 301. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,030,466. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 551,037. MANAGEMENT AND GENERAL EXPENSES 43,216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 594,253. EDITORS: PROGRAM SERVICE EXPENSES 141,359. MANAGEMENT AND GENERAL EXPENSES 42. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,401. AIAA FOUNDATION 12700 SUNRISE VALLEY DR STE 200 RESTON VA 20191 541827596 EDUCATION VA 501(C)(3) LINE 12A, I AIAA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0