2024-01-16T10:46:39-06:00 2023-02-28 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-03-01 391411316 EAA WARBIRDS OF AMERICA INC EAAW 9204264800 PO BOX 3086 OSHKOSH WI 549033086 KRISTIN SCHAICK EXECUTIVE DIRECTOR 9204264800 2024-01-16 1 KRISTIN SCHAICK 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-01-16 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTIN SCHAICK 3000 POBEREZNY ROAD OSHKOSH WI 54902 1055691 0 X WWW.WARBIRDS-EAA.ORG X 1970 WI TO PROMOTE & ENCOURAGE THE PRESERVATION & OPERATION OF EX-MILITARY AIRCRAFT, TO EDUCATE IN METHODS OF SAFE OPERATION & MAINTENANCE, & TO ORGANIZE & PROMOTE EX-MILITARY DEMOS. 27 27 2 680 38448 0 296521 256046 444605 456982 5872 7891 132041 143957 879039 864876 0 0 0 0 152913 196674 0 0 9834 621616 659691 774529 856365 104510 8511 1697464 1732203 328651 368704 1368813 1363499 X IN ORDER TO CREATE A CIVIC AWARENESS AND TO BETTER EDUCATE THE PUBLIC WITH RESPECT TO A VITAL YET VANISHING ASPECT OF OUR AERONAUTICAL HERITAGE, THE PURPOSES OF EAA WARBIRDS OF AMERICA, INC. IS TO PROMOTE AND ENCOURAGE THE PRESERVATION AND OPERATION OF WORLD WAR II AND OTHER SUCH AIRCRAFT THAT ARE REPRESENTATIVE OF MILITARY AVIATION OPERATIONS, AND TO EDUCATE ITS MEMBERS AND OTHER INTERESTED PERSONS, IN METHODS OF SAFE OPERATION AND MAINTENANCE OF WORLD WAR II AND OTHER SUCH AIRCRAFT THAT ARE REPRESENTATIVE OF MILITARY AVIATION OPERATIONS. 0 0 318905 0 0 PUBLICATION - "WARBIRDS" IS A MEMBERSHIP PUBLICATION PUBLISHED SIX TIMES EACH YEAR AND FEATURES STORIES ABOUT WARBIRD AIRCRAFT, ARTICLES OF HISTORICAL INTEREST, NEWS AND SUPERB COLOR PHOTOGRAPHY. 313886 0 303326 MEMBERSHIP SERVICES - COSTS ASSOCIATED WITH THE FOLLOWING: MEMBERSHIP MEETINGS HELD AT VARIOUS FLY-INS, DISTRIBUTION OF VARIOUS AWARDS AT SUCH MEETINGS, EVENT REGISTRATION, PROMOTION OF MEMBERSHIP IN THE ORGANIZATION AND KNOWLEDGE AND INFORMATION PROVIDED TO PROMOTE AND ASSIST IN THE RESTORATION OF EX-MILITARY AIRCRAFT TO ORIGINAL SPECIFICATIONS. 16122 0 115208 WARBIRDS IN REVIEW - A PROGRAM AT AIRVENTURE OSHKOSH THAT PRESENTS LEGENDARY PILOTS AND MILITARY AIRCRAFT OF THE PAST 75 YEARS. THE TWICE-DAILY SESSIONS OFFER ATTENDEES A RARE CHANCE TO SEE AVIATION LEGENDS AND OTHERS UP CLOSE WITH AIRCRAFT TYPES THAT THEY FLEW IN COMBAT, TESTING OR TRAINING. MEMBERS GENEROUSLY PROVIDE THEIR AIRCRAFT AND TALK ABOUT THE MANY FACETS OF WARBIRD OWNERSHIP. THE SESSIONS FEATURE FASCINATING "INSIDE" STORIES FROM THE PRESENTERS AND INCLUDE THE OPPORTUNITY FOR QUESTIONS AND ANSWERS FROM THE AUDIENCE. 648913 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 2 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X KRISTIN SCHAICK 9204264800 3000 POBEREZNY ROAD OSHKOSH WI 54902 MIKE ANDERSON PRESIDENT 10.00 X X 0 0 0 HAROLD CANNON VICE PRESIDENT 10.00 X X 0 0 0 WILLIAM GIUS VICE PRESIDENT 10.00 X X 0 0 0 CHUCK MARSHALL TREASURER 10.00 X X 0 0 0 WILLIAM MILLER SECRETARY 10.00 X X 0 0 0 WAYNE BOGGS DIRECTOR 10.00 X 0 0 0 MATT BONGERS DIRECTOR 10.00 X 0 0 0 CONNIE BOWLIN DIRECTOR 10.00 X 0 0 0 JIM CLARK DIRECTOR 10.00 X 0 0 0 MARK CLARK DIRECTOR 10.00 X 0 0 0 ED FINNEGAN DIRECTOR 10.00 X 0 0 0 SAM GRAVES DIRECTOR 10.00 X 0 0 0 PATRICK HARKER DIRECTOR 10.00 X 0 0 0 JACK HARRINGTON DIRECTOR 10.00 X 0 0 0 CARROLL CHIP LAMB DIRECTOR 10.00 X 0 0 0 JAMES OLZACKI DIRECTOR 10.00 X 0 0 0 JUD NOGLE DIRECTOR 10.00 X 0 0 0 ERIC PAUL DIRECTOR 10.00 X 0 0 0 GORDAN RICHARDSON DIRECTOR 10.00 X 0 0 0 DAVE ROTHENANGER DIRECTOR 10.00 X 0 0 0 JOHN RUSSMAN DIRECTOR 10.00 X 0 0 0 JEFF SHETTERLY DIRECTOR 10.00 X 0 0 0 RICK SIEGFRIED DIRECTOR 10.00 X 0 0 0 TAYLOR STEVENSON DIRECTOR 10.00 X 0 0 0 FREDERICK TELLING DIRECTOR 10.00 X 0 0 0 JAMES TOBUL DIRECTOR 10.00 X 0 0 0 SCOTT YOAK DIRECTOR 10.00 X 0 0 0 WILLIAM FISCHER EXECUTIVE DIRECTOR 40.00 X 85072 0 28487 85072 0 28487 0 0 0 0 0 256046 17950 256046 MEMBERSHIP DUES 900099 303326 303326 PARKING & CAMPING FEES 721210 103139 103139 PUBLICATION 513190 38448 38448 12069 12069 456982 7891 7891 334772 190815 143957 143957 864876 418534 38448 151848 X 113559 68135 39746 5678 53034 31820 18562 2652 2441 1465 854 122 17612 10567 6164 881 10028 6017 3510 501 4000 4000 50 50 158382 158382 19093 19093 96859 92450 4409 2022 2022 75167 41191 33976 7977 7977 76003 76003 23865 23865 ADMINISTRATIVE FEE 102061 64922 37139 MEMBER EVENTS & FULFILL 54928 54928 FINANCIAL SERVICES 26307 26307 VOLUNTEER RELATIONS 12902 12902 75 75 856365 648913 197618 9834 387111 431757 4602 1245 92953 143801 24670 17323 1498617 594898 908852 903719 152753 194427 126523 39931 1697464 1732203 19493 24484 309158 344220 328651 368704 X 1368813 1363499 1368813 1363499 1697464 1732203 8511 -13825 0 X 0 0 0 X 340408 313078 38879 296521 256046 1244932 286810 293316 289819 397723 418534 1686202 303021 321817 4867 269854 334772 1234331 930239 928211 333565 964098 1009352 4165465 8500 57500 20000 20000 47391 153391 0 8500 57500 20000 20000 47391 153391 4012074 13223 17450 8077 5872 7891 52513 13223 17450 8077 5872 7891 52513 53159 60475 49168 46882 38448 248132 996621 1006136 390810 1016852 1055691 4466110 0.89830 0.90820 0.01180 0.01160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 123842 94664 29178 992689 264225 728464 366421 220344 146077 15665 15665 0 903719 FORM 990, PART VI, SECTION A, LINE 6 ELIGIBILITY FOR MEMBERSHIP IS OPEN TO ANY MEMBER IN EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. IN GOOD STANDING. A VOTING MEMBER SHALL BE ANY MEMBER IN GOOD STANDING WHOSE DUES ARE PAID. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MAY VOTE, EITHER DIRECTLY OR VIA PROXY FOR DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ANY SUBSTANTIAL DISTRIBUTION OF ASSETS, CHANGE IN PURPOSE OR ALTERATION TO GOVERNING DOCUMENTS MUST BE APPROVED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS SENT ELECTRONICALLY TO THE EAA WARBIRDS OF AMERICA, INC. BOARD FOR THEIR REVIEW AND A COPY OF THE FINAL FORM 990 WAS SENT TO THE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY DISCLOSURES NOTED ARE REVIEWED BY THE EXECUTIVE DIRECTOR TO DETERMINE IF THE SUBJECT MATTER OF DISCLOSURE IS DEEMED TO BE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. IN ITS CAPACITY AS COMMON PAYMASTER, COMPENSATES THE EXECUTIVE DIRECTOR FOR SERVICES RENDERED TO EAA WARBIRDS OF AMERICA, INC. FORM 990, PART VI, SECTION C, LINE 19 EAA WARBIRDS OF AMERICA, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 158,382. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 158,382. THE TAXPAYER HAS ROUTINELY MET FILING REQUIREMENTS FOR FORMS 990 AND 990-T AND INFORMATION REPORTING ON A TIMELY BASIS. THE LATE FILING OF FORM 990 FOR THE YEAR ENDED FEBRUARY 28, 2023 WAS AN IRREGULARITY DUE TO A TRANSITION OF EXECUTIVE DIRECTORS. THE ORGANIZATION RESPECTFULLY REQUESTS THAT YOU APPLY THE FIRST-TIME ABATEMENT ADMINISTRATIVE WAIVER AS DESCRIBED IN SECTION 20.1.1.3.6.1. OF THE INTERNAL REVENUE MANUAL, AS THE ORGANIZATION HAS TIMELY FILED ALL PREVIOUS TAX RETURNS. BASED ON THE FACTS AND CIRCUMSTANCES, WE RESPECTFULLY REQUEST THAT THE PROPOSED PENALTIES BE ABATED. THANK YOU FOR YOUR CONSIDERATION IN THIS MATTER.