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Nonprofit · EIN 39-1033301

EAA AVIATION FOUNDATION INC

Tax-exempt · OSHKOSH, WI 54902

Financials

$9.8M$7.1M2022$11.8M$7.9M2023$13.5M$9.2M2024
Revenue Expenses · by fiscal year end
Financials of EAA AVIATION FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990$13,503,529$9,224,861$4,278,668$76,672,861$360,623$76,312,238
February 29, 2024990$11,751,687$7,850,328$3,901,359$71,335,501$356,209$70,979,292
February 28, 2023990$9,812,551$7,067,739$2,744,812$64,595,062$425,807$64,169,255
Financial details: 990 for the year ended February 28, 2025

Revenue

Contributions, gifts and grants
$10,253,382
Program service revenue
$0
Investment income
$2,983,855
Royalties
$4,484
Net rental income
$384,133
Net gain from sales of assets
$1,965,506
Net income from fundraising events
-$353,699
Net income from gaming
$231,374
Other revenue
$266,292

Expenses

Grants and similar amounts paid
$6,928,078
Compensation of officers, directors and key employees
$328,040
Other salaries and wages
$606,756
Salaries, compensation and benefits (total)
$1,155,325
Professional fundraising fees
$48,000
Legal fees
$1,434
Accounting fees
$56,657
Occupancy
$23,565
Travel
$26,156
Depreciation
$169,562
Program services (functional)
$6,928,078
Management and general (functional)
$965,506
Fundraising (functional)
$1,331,277

Balance sheet and other

Total assets, start of year
$71,335,501
Total assets, end of year
$76,672,861
Total liabilities, end of year
$360,623
Net assets, end of year
$76,312,238
Land, buildings and equipment
$10,592,980
Publicly traded securities
$35,874,166
Net assets without donor restrictions
$39,052,508
Net assets with donor restrictions
$37,259,730
Gross unrelated business income
-$27,645
Gross receipts
$26,000,430
Employees
9
Volunteers
6
Year formed
1962
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended February 28, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JACK PELTONPRESIDENT
Trustee or director, Officer
17.5$275,551$511,737$63,804
RICK LARSENSECRETARY/TREASURER
Officer
1$5,746$281,530$31,691
KELLY RUHCFO/VP OF FINANCE & HR
Officer
12.5$67,352$202,057$27,007
MARGARET BRILLVICE PRESIDENT
Trustee or director, Officer
40$181,608$0$46,507
LOU SENOSECRETARY/TREASURER
Trustee or director, Officer
10$0$0$0
PATTI ARTHURTRUSTEE - AS OF 02/25
Trustee or director
10$0$0$0
NORM DEWITTTRUSTEE
Trustee or director
10$0$0$0
TOM FRASCATRUSTEE
Trustee or director
10$0$0$0
ERIC GURLEYVP - THRU 10/24: TRUSTEE
Trustee or director
10$0$0$0
JAMES JOHNSONTRUSTEE
Trustee or director
10$0$0$0
990 for the year ended February 29, 2024: 13 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JACK PELTONPRESIDENT
Trustee or director, Officer
17.5$267,271$496,361$59,648
BRIAN WIERZBINSKICFO - THRU 3/23
Officer
12.5$78,460$235,379$14,429
RICK LARSENASSISTANT SECRETARY
Officer
1$5,524$270,654$31,296
KAREN KRYZANIAKVP, RISK MANAGEMENT & HR-THRU 1/24
Officer
2.5$12,523$237,943$49,428
MARGARET BRILLDIR-THRU 12/23; VP-AS OF 12/23
Officer
40$128,112$0$40,591
KELLY RUHDIR FINANCE & HR, CFO - AS OF 12/23
Officer
12.5$39,930$119,792$1,888
ERIC GURLEYVICE PRESIDENT
Trustee or director, Officer
10$0$0$0
LOU SENOTRS-THRU 10/23;SEC/TREAS-AS OF 10/23
Trustee or director, Officer
10$0$0$0
LOUIS ANDREWSECRETARY/TREASURER - THRU 10/23
Trustee or director, Officer
10$0$0$0
NORM DEWITTTRUSTEE
Trustee or director
10$0$0$0
TOM FRASCATRUSTEE - AS OF 5/23
Trustee or director
10$0$0$0
JAMES JOHNSONTRUSTEE - AS OF 10/23
Trustee or director
10$0$0$0
LARRY KEKSTTRUSTEE - THRU 5/23
Trustee or director
10$0$0$0
990 for the year ended February 28, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JACK PELTONPRESIDENT
Trustee or director, Officer
17.5$216,685$402,414$51,027
BRIAN WIERZBINSKICFO
Officer
12.5$83,772$251,316$55,499
RICK LARSENASSISTANT SECRETARY
Officer
1$5,309$260,176$26,841
KAREN KRYZANIAKVP, RISK MANAGEMENT & HR
Officer
2.5$12,058$229,110$33,827
MARGARET BRILLDIRECTOR
Highest-paid employee
50$102,761$0$34,919
ERIC GURLEYVICE PRESIDENT
Trustee or director, Officer
10$0$0$0
LOUIS ANDREWSECRETARY/TREASURER
Trustee or director, Officer
10$0$0$0
CHARLES AHEARNTRUSTEE
Trustee or director
10$0$0$0
NORM DEWITTTRUSTEE
Trustee or director
10$0$0$0
LARRY KEKSTTRUSTEE
Trustee or director
10$0$0$0
LOU SENOTRUSTEE
Trustee or director
10$0$0$0

Address and contacts

Address (IRS master file)
3000 POBEREZNY RD, OSHKOSH, WI 54902-8939
In care of
% KIMBERLY DIEDRICH
Principal officer (990 for 2024)
JACK PELTON, 3000 POBEREZNY ROAD, OSHKOSH, WI 54902
Signed the 990
KELLY RUH, CFO
Phone
(920) 426-4800
Return prepared by
GRANT THORNTON ADVISORS LLC

Mission

EAA AVIATION FOUNDATION (EAA FOUNDATION) IS ORGANIZED AND OPERATED IN ORDER TO SUPPORT THE EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. (EAA), A SEPARATE 501(C)(3) ORGANIZATION. THE ORGANIZATION, THROUGH THE CONDUCT OF ITS ACTIVITIES, RECEIVES, HOLDS, AND (CONTINUED ON SCHEDULE O)INVESTS FUNDS AND USES THE PRINCIPAL OR EARNINGS THEREFROM FOR THE BENEFIT OF EAA AND ALSO HOLDS TITLE TO CERTAIN ASSETS INCLUDING THE ORGANIZATION'S HEADQUARTERS, OTHER BUILDINGS, AND THE AVIATION MUSEUM COLLECTION. THE ORGANIZATION IS COMPENSATED UNDER A LEASE CONTRACT WITH EAA FOR THE USE OF THESE FACILITIES AND OTHER ASSETS.

990 for the year ended February 28, 2025

Program accomplishments

  • GRANT CONSISTENT WITH EAA FOUNDATION'S PRIMARY EXEMPT PURPOSE TO EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. IN SUPPORT OF THE AFFILIATED ORGANIZATION'S GENERAL OPERATIONS, SCHOLARSHIPS, INTERNSHIPS, YOUNG EAGLES PROGRAM, OTHER YOUTH EDUCATION PROGRAMS, FLIGHT SAFETY PROGRAMS, SUPPORT OF WOMEN IN AVIATION, AND AVIATION MUSEUM COLLECTIONS. SMALL DONATIONS WERE ALSO MADE TO AVIATION ENTITIES WITH MISSIONS AND PURPOSES CONSISTENT WITH THOSE OF EAA.
    Expenses $6,928,078 · grants $6,928,078

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990 on file
2023February 29, 2024July 15, 2024990 on file

IRS record

EIN
39-1033301
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1964
Accounting year ends
February
Files
Form 990 or 990-EZ
Assets (IRS master file)
$76,672,861
Income (IRS master file)
$26,000,430

Filing history

FormYear endedRevenueExpensesAssetsReturn
990February 2025$13,503,529$9,224,861$76,672,861XML
990-TFebruary 2025–––IRS
990February 2024$11,751,687$7,850,328$71,335,501XML
990-TFebruary 2024–––IRS
990February 2023$9,812,551$7,067,739$64,595,062XML
990-TFebruary 2023–––IRS
990February 2022$12,445,510$7,309,892$66,251,406IRS
990-TFebruary 2022–––IRS
990February 2021–––IRS
990-TFebruary 2021–––IRS
990February 2020–––IRS
990February 2019–––IRS
990February 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1033301).

Questions about EAA AVIATION FOUNDATION INC

What is the EIN of EAA AVIATION FOUNDATION INC?
The employer identification number (EIN) of EAA AVIATION FOUNDATION INC is 39-1033301.
Is EAA AVIATION FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to EAA AVIATION FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does EAA AVIATION FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of EAA AVIATION FOUNDATION INC due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EAA AVIATION FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended February 2025.
Who is the principal officer of EAA AVIATION FOUNDATION INC?
The 990 for the year ended February 28, 2025 names JACK PELTON.
Who are the officers and directors of EAA AVIATION FOUNDATION INC?
The 990 for the year ended February 28, 2025 lists 10 people; 4 received compensation from the organization, the highest $275,551 (JACK PELTON, PRESIDENT).
How much revenue does EAA AVIATION FOUNDATION INC have?
On its 990 for the year ended February 28, 2025 it reported revenue of $13,503,529, expenses of $9,224,861 and total assets of $76,672,861 at year end.

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