2024-11-12T12:12:12-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2023-01-01 382144402 THE KALAMAZOO AVIATION HISTORY MUSEUM KALA 2693826555 6151 PORTAGE ROAD PORTAGE MI 49002 JERRY CULP CHAIRPERSON 2693826555 2024-11-11 1 1 DAVID LOWENTHAL P00378651 2695674500 2024-11-08 2023 2024-10-15 13:58:12Z AIR ZOO TROY A THRASH 6151 PORTAGE ROAD PORTAGE MI 49002 7280579 0 X WWW.AIRZOO.ORG X 1977 MI IGNITE CURIOSITY, CELEBRATE INNOVATION, AND CONNECT HISOTRY AND SCIENCE THROUGH PAST, PRESENT, AND FUTURE DREAMS OF FLIGHT. 14 14 132 150 139914 19218 3861450 4131044 1426143 2236964 6169 46256 374493 488497 5668255 6902761 0 0 0 0 2856355 3163376 0 0 277945 3041237 3576545 5897592 6739921 -229337 162840 18548506 18270580 1836334 1360970 16712172 16909610 X IGNITE CURIOSITY, CELEBRATE INNOVATION, AND CONNECT HISOTRY AND SCIENCE THROUGH PAST, PRESENT, AND FUTURE DREAMS OF FLIGHT. 0 0 5149324 2528035 THE AIR ZOO IS A NATIONALLY ACCLAIMED, SMITHSONIAN-AFFILIATED, AEROSPACE AND SCIENCE MUSEUM BOASTING A RENOWNED COLLECTION OF OVER 100 RARE AND HISTORICALLY SIGNIFICANT AIRCRAFT, AND MORE THAN 100,000 UNIQUE ARTIFACTS, DISPLAYS AND EXHIBITS SHOWCASING HISTORY, SCIENCE, AND TECHNOLOGY. THE AIR ZOO STANDS APART FROM SIMILAR MUSEUMS AND LEARNING CENTERS OF ITS KIND, WITH A KEEN FOCUS ON HANDS-ON LEARNING AND ENGAGING EDUCATIONAL PROGRAMS. OUR FACILITIES INCLUDE MULTIPLE CLASSROOMS FOR INTERACTIVE LESSONS, AN UPDATED THEATER, STATE OF THE ART FLIGHT SIMULATORS, AND AN EXCITING INDOOR AMUSEMENT PARK. THE MUSEUM'S GROWING COLLECTION OF PERMANENT EXHIBITS HIGHLIGHT THE DIVERSE CONTRIBUTIONS FROM MEN AND WOMEN OF AEROSPACE HISTORY. THE AIR ZOO IS ALSO A NATIONAL LEADER IN LONG-TERM LOST OR DAMAGED HISTORICAL AIRCRAFT RESTORATION. THROUGH OUR ACTIVE AND INNOVATIVE RESTORATION PROCESS, OUR GUESTS ARE ABLE TO WITNESS AND EVEN PARTICIPATE IN THE REBUILDING OF PLANES LONG DESTROYED OR LOST. WITH OUR STRONG FOCUS ON EDUCATION, THE AIR ZOO IS A UNIQUE RESOURCE FOR ORGANIZATIONS, STUDENTS AND TEACHERS IN OUR COMMUNITY. THROUGH A FOCUSED EDUCATION DEPARTMENT, THE AIR ZOO PROVIDES COUNTLESS EDUCATIONAL PROGRAMS AND CAMPS. 5149324 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 34 0 1 132 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 MI X X TROY THRASH 2693826555 6151 PORTAGE ROAD PORTAGE MI 49002 JERRY CULP CHAIRPERSON 1.00 X X 0 0 0 DONALD R PARFET VICE-CHAIRPERSON 1.00 1.00 X X 0 0 0 JANICE M BROWN SECRETARY 1.00 X X 0 0 0 CLIFF MULDER TREASURER 1.00 1.00 X X 0 0 0 DAVID J CAMPBELL TRUSTEE 1.00 X 0 0 0 RANDALL W EBERTS TRUSTEE 1.00 X 0 0 0 JUDY K JOLLIFFE TRUSTEE 1.00 1.00 X 0 0 0 HEATHER OESTRIKE TRUSTEE 1.00 X 0 0 0 PRESTON PARISH TRUSTEE 1.00 X 0 0 0 KELLY PARRISH TRUSTEE 1.00 X 0 0 0 JAMIE PLEUNE TRUSTEE 1.00 1.00 X 0 0 0 MARC A SCHUPAN TRUSTEE 1.00 X 0 0 0 CLARENCE LLOYD TRUSTEE 1.00 X 0 0 0 RITA RAICHOUDHURI TRUSTEE 1.00 X 0 0 0 TROY A THRASH PRESIDENT/CEO 40.00 X 230944 0 18629 DAVID ULLREY DIRECTOR OF FINANCE 40.00 X 80726 0 0 311670 0 18629 1 0 1 0 0 4131044 23349 4131044 TICKET SALES 713990 1304339 1304339 TUITION 713990 432862 432862 MEMBERSHIP DUES 713990 314523 314523 EVENTS AND TOURS 713990 185240 185240 2236964 46256 46256 46246 0 46246 46246 46246 801895 377818 424077 291071 133006 MISCELLANEOUS REVENUE 900099 18174 6908 11266 18174 6902761 2528035 139914 103768 X 330299 57736 214827 57736 2355114 1859291 372926 122897 22124 14013 6130 1981 251470 171070 56210 24190 204369 146911 43615 13843 7005 7005 46500 46500 705647 602016 80915 22716 285497 285497 357604 322516 28070 7018 82444 63514 15898 3032 841778 784049 53395 4334 143181 131953 6046 5182 REPAIRS & MAINTENANCE 355121 345220 7921 1980 SUPPLIES 273341 226300 41232 5809 EXHIBITS 85394 85394 393033 339341 46465 7227 6739921 5149324 1312652 277945 4700 5100 1663598 358503 15116 17320 105890 124418 138484 195323 675409 141302 24220665 16732759 7255004 7487906 8690305 9940708 18548506 18270580 486801 662150 155756 152783 1193777 546037 1836334 1360970 X 16711172 16908610 1000 1000 16712172 16909610 18548506 18270580 162840 34598 0 X X 0 1 X 1 0 X 3169491 3869992 4395536 3861450 4131044 19427513 2023243 574312 1243706 2077707 3038859 8957827 5192734 4444304 5639242 5939157 7169903 28385340 13826 13826 0 13826 13826 28371514 45556 6466 16012 43757 92502 204293 30328 30328 75884 6466 16012 43757 92502 234621 35294 18708 19662 27346 18174 119184 5303912 4469478 5674916 6010260 7280579 28739145 0.98720 0.98460 0.00820 0.00830 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 13,452. 2020 AMOUNT: $ 17,843. 2021 AMOUNT: $ 8,189. 2022 AMOUNT: $ 18,870. 2023 AMOUNT: $ 18,174. FUNDRAISING EVENT REVENUE - 2019 AMOUNT: $ 21,842. 2020 AMOUNT: $ 865. 2021 AMOUNT: $ 11,473. 2022 AMOUNT: $ 8,476. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9940708 X X X X 0 65526415 18071918 3164004 444572 79989757 89123049 -20148455 3015107 433072 65526415 79492780 13149803 3212175 91304 89339104 63020808 2000000 17159133 2733888 73004 79373049 50598453 15106677 2619897 64425 63020808 0.00000 0.47870 0.52130 1 1 1 1394798 1394798 17432554 12573926 4858628 5356463 4158833 1197630 36850 36850 7487906 AIRCRAFT 78730 AC: HA-1112 BUCHON 307570 AC: P-40 WARHAWK 189707 AC: FM-2 WILDCAT 151500 AC: FG1D CORSAIR 120444 AC: SNJ-5 TEXAN 50125 AC: F6F-5 HELLCAT 135706 AC: P-47 THUNDERBOLT 259007 AC: B-25 MITCHELL 45153 AC: P-39 AIRCOBRA 200062 AC: T-28 TROJAN 199520 AC: L-3 GRASSHOPPER 5500 AC: AD4 SKYRAIDER 166284 AC: 65CA CHIEF 18019 AC: PT-23 FAIRCHILD 124929 AC: CG-4A GLIDER 38828 AC: PT-22 RECRUIT 37756 AC: FORD TRI-MOTOR 1544395 AC: T-33 SHOOTING STAR 3334 AC: C-47 SKYTROOPER 125336 AC: MIG-21 FISHBED 36073 AC: MIG15 FAGOT 30367 AC: A-4 SKYHAWK 900810 AC: SPAD 134725 AC: AVID FLYER 25000 AC: LEAR JET 585130 AC: HEATH PARASOL 7046 AC: BOREDOM FIGHTER 34396 AC: WACO INF 60000 AC: P-38 REPLICA 423000 AC: HILLER H-23B 28000 AC: GRUMMAN G-73 MALLARD 1000000 AC: FRANCIS-ANGELL A-15 SPECIAL 17795 AC: HAIGH "SUPERSTAR" N8HH 147000 AC: BEECHCRAFT T-34 225000 AC: PITTS SPECIAL S-1S 34268 PIETENPOL 15000 AC: 1951 BROUSSARD N163MH 100000 AC: MODEL PL-4 AIRPLANE 14500 1993 KITFOX MODEL II AIRCRAFT 20200 AC: CIRRUS-SINGLE ENGIN PISTON PUSHER-2013 182000 EXHIBITS: SILVERCUP ROCKET 4650 EXHIBIT: RANGER 300 EXHIBIT: JEEP MB WILLYS 6004 EXHIBIT: TRAINING TURRET 745 EXHIBIT: CIRRUS ENGINE 8 EXHIBIT: CG-4A GLIDER 2472 EXHIBIT: P&W 4360 ENGINE 5437 EXHIBIT: F-16 TRAINING COCKPIT 721 EXHIBIT: SPARROW MISSLE 764 EXHIBIT: PHOENIX MISSLE 998 EXHIBIT: MILNER FLYING CAR 130000 EXHIBIT: MILNER ELECTRIC CAR 100000 DOUGLAS A3 COCKPIT 15000 ARTIFACTS 59855 AC: PARTS 10000 EXHIBIT: LUNAR CHART SIGNED BY ASTRONAUTS 62500 1930 FORD TRUCK - WACO 45000 FINANCE LEASE ASSETS 411532 CERTIFICATES OF DEPOSITS 1262507 9940708 DUE TO AIRZOO LEGACY FOUNDATION 72499 DEFERRED LEASE LIABILITY 473538 546037 7315177 34598 377818 412416 6902761 0 6902761 7117739 377818 377818 6739921 0 6739921 PART III, LINE 4: AIRCRAFT AND ARTIFACTS PRESERVING THE LEGACY OF FLIGHT PART V, LINE 4: THE ENDOWMENT FUND INCOME IS USED IN THE MANNER DIRECTED BY THE DONORS WHEN THE FUND WAS ESTABLISHED, TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE KALAMAZOO AVIATION HISTORY MUSEUM (AIR ZOO). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 377,818. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 377,818. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 TROY A THRASH PRESIDENT/CEO 208269 0 0 0 22675 0 0 0 18629 0 249573 0 0 0 PART I, LINE 1A THE KALAMAZOO AVIATION HISTORY MUSEUM PAID ROTARY CLUB MEMBERSHIP DUES ON BEHALF OF TROY THRASH. THE MEMBERSHIP IS USED EXCLUSIVELY FOR BUSINESS PURPOSES. THIS IS NOT TREATED AS TAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 2 DON PARFET & RANDY EBERTS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE & PRESIDENT (EXECUTIVE DIRECTOR) REVIEW PRIOR TO FILING. A COPY OF THE COMPLETE 990 IS CIRCULATED TO THE BOARD PRIOR TO FILING FOR THEIR RECORDS. FORM 990, PART VI, SECTION B, LINE 15 AAM SALARY SURVEY COMPARISON AND BOARD APPROVAL USED FOR EXECUTIVE DIRECTOR; AAM SALARY SURVEY & LOCAL INFORMATION USED FOR OTHER KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021 FOR 2022. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS OPEN FOR PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 602,016. MANAGEMENT AND GENERAL EXPENSES 80,915. FUNDRAISING EXPENSES 22,716. TOTAL EXPENSES 705,647. FORM 990, PART XII, LINE 2C: THERE HAS NOT BEEN A CHANGE IN PROCESS SINCE THE PRIOR YEAR. AIR ZOO LEGACY FOUNDATION 6151 PORTAGE RD PORTAGE MI 49002 263537678 SUPPORTING ORGANIZATION MI 501(C)(3) LINE 12A, I THE KALAMAZOO AVIATION HISTORY MUSEUM 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 AIR ZOO LEGACY FOUNDATION C 4107695 CASH TRANSFERRED