2024-05-15T14:36:41-05:00 2023-06-30 BDO USA 301 Commerce Street Suite 2000 Fort Worth TX 76102 990 2022-07-01 131982245 Allied Pilots Association % Hank Cofield % HANK COFIELD ALLI 8173022272 14600 Trinity Boulevard ste 500 Fort Worth TX 761552512 Patrick Clark Secretary/Treasurer 8173022272 2024-05-15 true Patrick Clark 999009999 Jamie Eversole P00839244 8177382400 3 2022 2023-04-26 12:10:37Z Daniel Carey 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 120536197 false X www.alliedpilots.org X 1963 TX to operate a non-profit employee representing association, a labor union see Schedule O, Attachment 1 29 29 89 403 0 0 50978707 53675582 9799195 11254525 5011527 916266 607863 659809 66397292 66506182 0 0 0 0 43506282 50547231 0 0 0 10753608 12354272 54259890 62901503 12137402 3604679 97731451 102587397 26225332 23499329 71506119 79088068 TO SUPPORT THE MEMBERS OF THE ALLIED PILOTS ASSOCIATION AS FOLLOWS: *TO OPERATE A NON-PROFIT EMPLOYEE-REPRESENTING ASSOCIATION, A LABOR UNION *TO PROTECT THE INDIVIDUAL AND COLLECTIVE RIGHTS OF THE MEMBERS OF THE APA AND TO PROMOTE THEIR PROFESSIONAL INTERESTS, INCLUDING TIMELY PROSECUTION OF INDIVIDUAL AND COLLECTIVE GRIEVANCES *TO ESTABLISH AND TO EXERCISE THE RIGHT OF COLLECTIVE BARGAINING FOR THE PURPOSE OF MAKING AND MAINTAINING EMPLOYMENT AGREEMENTS COVERING RATES OF PAY, RULES, AND WORKING CONDITIONS FOR THE MEMBERS OF THE APA AND TO SETTLE PROMPTLY DISPUTES AND GRIEVANCES WHICH MAY ARISE BETWEEN SUCH MEMBERS AND THEIR EMPLOYER. APA MAINTAINS THE RIGHT TO RESOLVE INSTITUTIONAL AND INDIVIDUAL GRIEVANCES IN ITS SOLE DISCRETION AS THE COLLECTIVE BARGAINING REPRESENTATIVE OF THE PILOTS. *TO DETERMINE AND NEGOTIATE AND TO CONTINUE TO IMPROVE THE RATES OF COMPENSATION, BENEFITS, PENSIONS, HOURS OF EMPLOYMENT AND WORKING CONDITIONS, AND TO MAINTAIN UNIFORM PRINCIPLES OF SENIORITY AND T false false protection of the individual and collective rights of the members of apa and promotion of their professional interest. collective bargaining and negotiation on behalf of the pilots of American airlines. including, but not limited to, agreements covering rates of pay, rules & working conditions. Provision of mutual aid plans for the pilots of American airlines. sponsor and support of legislation and appropriate regulations affecting the pilots of American airlines and the industry which may be beneficial to the profession and/or industry and the dissemination of information to enhance the professional status of the membership. false false false false false false false false false true true false true true true false true false false false false false false false false false false false true false false false false false true false false false false false true true true false true 76 0 89 true false false false false true true false X 29 29 true false false false true true false true true false true true true true true true false true true true false X HANK COFIELD 8173022272 14600 TRINITY BLVD STE 500 Fort Worth TX 761552512 Andrea Duff EXECUTIVE DIRECTOR 40.0 0.0 X 275235 0 48122 Ray Duke DIRECTOR - SAFETY & TRAINING 40.0 0.0 X 262033 0 56240 Gregg Overman DIRECTOR - COMMUNICATIONS 40.0 0.0 X 260371 0 56157 Mark Myers DIRECTOR - PILOT NEG/CONTRACT 40.0 0.0 X 257768 0 56147 Tricia Kennedy DIRECTOR-DISPUTES RESOLUTION 40.0 0.0 X 245886 0 30025 Edward Sicher President 39.0 1.0 X X 240423 0 35033 Hank Cofield Director-Accounting 40.0 0.0 X 232356 0 29414 Marcy Scott DIRECTOR - BENEFITS 40.0 0.0 X 193799 0 45075 William Evans LOS ANGELES CHAIR 16.0 0.0 X X 197408 0 31585 Ed Miles PILOT ASSISTANCE MANAGER 40.0 0.0 X 171264 0 51752 Wesley Meyer LABOR ATTORNEY 40.0 0.0 X 164605 0 51306 Vicki Dillivan Director-Scheduling 40.0 0.0 X 161947 0 51198 David Duncan PHOENIX CHAIR 16.0 0.0 X X 183144 0 29303 Padat Shrestha Enterprise Solution Architect 40.0 0.0 X 155906 0 50816 Chris Torres Vice President 40.0 0.0 X 180689 0 24480 Johnathan Sherrell DALLAS CHAIR 16.0 0.0 X X 176478 0 28237 Weldon Ratliff Manager Software Development 40.0 0.0 X 152992 0 50913 Phil Larussa IT Manager 40.0 0.0 X 160690 0 42032 Russ Thompson SR. APPLICATION DIRECTOR 40.0 0.0 X 162973 0 25785 Jonathan Elifson SR. LABOR ATTORNEY 40.0 0.0 X 178756 0 9328 Pat Clark Secretary/Treasurer 37.0 3.0 X 159808 0 28022 Tim Doreen WASHINGTON DC VICE CHAIR 16.0 0.0 X X 153918 0 29115 Michelle Jackson Sr. PA Contract Compliance 40.0 0.0 X 129492 0 49592 Kevin Wilkes PHILADELPHIA VICE CHAIR 16.0 0.0 X X 153703 0 24592 Neil Simmons Team Leader, Software 40.0 0.0 X 130478 0 47766 Firas Baidhani Sr. Mobile Developer 40.0 0.0 X 130780 0 47211 Tim Daudelin Former CHICAGO VICE CHAIR 16.0 0.0 X 151129 0 23805 Paul Diorio PHILADELPHIA CHAIR 16.0 0.0 X X 144206 0 22961 Dawn Parry Labor Attorney Negotiations 40.0 0.0 X 131225 0 35202 Doug Hancock CHARLOTTE CHAIR 16.0 0.0 X X 140663 0 22506 Joseph Collins WASHINGTON DC CHAIR 16.0 0.0 X X 137990 0 23641 Jose Lopez Former DIRECTOR - IT 40.0 0.0 X 161211 0 0 David Powell Former CHICAGO CHAIR 16.0 0.0 X 137119 0 23260 Marsha Reekie Manager, Medical Advisors 40.0 0.0 X 133722 0 24452 Brian Ellis PHOENIX VICE CHAIR 16.0 0.0 X X 135155 0 21625 Scott Kansas Director - IT 40.0 0.0 X 153917 0 2286 Thomas Copeland Miami Chair 16.0 0.0 X X 128719 0 20595 Tim Dick Los Angeles Vice Chair 16.0 0.0 X X 124310 0 20211 Curtis Detzer Former BOSTON VICE CHAIR 16.0 0.0 X 118400 0 21033 Gemma Meehan Boston Vice Chair 16.0 0.0 X X 118816 0 19011 Peter Gamble Former Boston Chair 16.0 0.0 X 104455 0 16713 Eric Ferguson Former President 39.0 1.0 X 99145 0 16354 Larry Cutler New York Chair 16.0 0.0 X X 99458 0 15913 Jason Gustin DALLAS VICE CHAIR 16.0 0.0 X X 96912 0 15506 Jim Scanlan New York Vice Chair 16.0 0.0 X X 95323 0 15252 John Karam Former LOS ANGELES CHAIR 16.0 0.0 X 90422 0 14468 Scott Heckenberger Former NEW YORK VICE CHAIR 16.0 0.0 X 81643 0 14043 Wesley Smith Chicago Chair 16.0 0.0 X X 77493 0 13338 Anne Witcher Miami Vice Chair 16.0 0.0 X X 67613 0 10818 Erick Dewinnie Charlotte Vice Chair 16.0 0.0 X X 54280 0 8685 Casey Granger Former CHARLOTTE CHAIR 16.0 0.0 X 52604 0 9456 Shane Vaughn Former MIAMI VICE CHAIR 16.0 0.0 X 51877 0 8729 Paul McFarland Boston Chair 16.0 0.0 X X 35521 0 4538 Mike Burr Former NEW YORK CHAIR 16.0 0.0 X 29555 0 4729 Paul Meyers Chicago Vice Chair 16.0 0.0 X X 17872 0 2859 4742122 0 982035 41 true true false American Airlines Inc 4000 E Sky Harbor Services PHOENIX AZ 85034 pilot/member 16777469 Seven Letter 1140 Connecticut Ave NW Suite 800 WASHINGTON DC 20036 MARKETING SERVICES 1060253 Symphony Risk PO Box 465429 GARLAND TX 75049 INSURANCE 779990 APA Holding Co LPC 2000 MCKINNEY AVENUE 1000 DALLAS TX 75201 PROPERTY 936006 NextStep Recruiting LLC 4400 State Hwy 121 Ste 300-378 LEWISVILLE TX 75056 IT SERVICES 699462 5 53675582 53675582 FPL RECOVERY 900099 11042064 11042064 EXPENSE RECOVERY INCOME 900099 212461 212461 11254525 4163062 4163062 0 0 0 0 0 50783219 54030015 -3246796 -3246796 -3246796 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 659809 659809 659809 66506182 11254525 1576075 0 0 0 0 6171779 0 36864731 4324827 2113827 1072067 0 2139088 53499 0 0 309109 2765448 0 534117 782427 0 2671572 0 0 23738 0 0 1705081 0 OTHER ADMIN SUPPORT 643452 OUTSIDE SERVICES 726741 62901503 4452366 2804488 0 0 0 0 0 0 0 0 0 0 26980 26980 0 0 0 0 21920351 16243514 4985573 5676837 76649105 82540352 6115379 6081380 0 0 0 0 5502048 5457360 97731451 102587397 7023967 7762039 0 0 16079638 12505028 0 0 0 0 0 0 0 0 0 0 3121727 3232262 26225332 23499329 X 71506119 79088068 0 0 71506119 79088068 97731451 102587397 X 3604679 3524769 452501 X false true X true false 1279699 685805 593894 19182712 15557709 3625003 1457940 1457940 5676837 APA HOLDING CORPORATION 6081380 F 6081380 ACCRUED INTEREST RECEIVABLE 246960 DUES RECEIVABLE 3984436 FLIGHT PAY LOSS RECEIVABLE 568754 OTHER ASSETS 657210 5457360 0 RETIREMENT CONTRIBUTION PAYABL 237685 POST RETIREMENT BENEFITS PAYAB 2995107 FURLOUGHED PILOT LOAN FUND -530 3232262 Sch D, Part X, Line 2 ASC 740 Footnote: the financial accounting standards board (FASB) accounting standards codification topic 740, income taxes (ASC 740), prescribes a recognition threshold and measurement requirements for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. in addition, ASC 740 provides guidance on recognition, classification, accounting in interim periods and disclosure requirements for uncertain tax provisions. APA and its subsidiaries have no financial reporting requirements pursuant to ASC 740 in fiscal year 2023 and 2022. X X X X true true false false false Eric Ferguson Former President 99145 16354 115499 Pat Clark Secretary/Treasurer 159808 28022 187830 Peter Gamble Former Boston Chair 104455 16713 121168 Curtis Detzer Former BOSTON VICE CHAIR 118400 21033 139433 Joseph Collins WASHINGTON DC CHAIR 137990 23641 161631 Tim Doreen WASHINGTON DC VICE CHAIR 153918 29115 183033 Johnathan Sherrell DALLAS CHAIR 176478 28237 204715 John Karam Former LOS ANGELES CHAIR 90422 14468 104890 William Evans LOS ANGELES CHAIR 197408 31585 228993 Mike Burr Former NEW YORK CHAIR 29555 4729 34284 Scott Heckenberger Former NEW YORK VICE CHAIR 81643 14043 95686 Edward Sicher President 240423 35033 275456 Shane Vaughn Former MIAMI VICE CHAIR 51877 8729 60606 David Powell Former CHICAGO CHAIR 137119 23260 160379 Tim Daudelin Former CHICAGO VICE CHAIR 151129 23805 174934 Casey Granger Former CHARLOTTE CHAIR 52604 9456 62060 Doug Hancock CHARLOTTE CHAIR 140663 22506 163169 Paul Diorio PHILADELPHIA CHAIR 144206 22961 167167 Kevin Wilkes PHILADELPHIA VICE CHAIR 153703 24592 178295 David Duncan PHOENIX CHAIR 183144 29303 212447 Brian Ellis PHOENIX VICE CHAIR 135155 21625 156780 Hank Cofield Director-Accounting 232356 11759 17655 261770 Andrea Duff EXECUTIVE DIRECTOR 275235 12837 35285 323357 Ray Duke DIRECTOR - SAFETY & TRAINING 262033 13254 42986 318273 Jonathan Elifson SR. LABOR ATTORNEY 178756 8956 372 188084 Tricia Kennedy DIRECTOR-DISPUTES RESOLUTION 245886 12370 17655 275911 Jose Lopez Former DIRECTOR - IT 161211 161211 Ed Miles PILOT ASSISTANCE MANAGER 171264 8766 42986 223016 Mark Myers DIRECTOR - PILOT NEG/CONTRACT 257768 13161 42986 313915 Gregg Overman DIRECTOR - COMMUNICATIONS 260371 13171 42986 316528 Marcy Scott DIRECTOR - BENEFITS 193799 9790 35285 238874 Russ Thompson SR. APPLICATION DIRECTOR 162973 8196 17589 188758 Vicki Dillivan Director-Scheduling 161947 8272 42926 213145 Wesley Meyer LABOR ATTORNEY 164605 8380 42926 215911 Firas Baidhani Sr. Mobile Developer 130780 4337 42874 177991 Michelle Jackson Sr. PA Contract Compliance 129492 6666 42926 179084 Dawn Parry Labor Attorney Negotiations 131225 35202 166427 Marsha Reekie Manager, Medical Advisors 133722 6797 17655 158174 Neil Simmons Team Leader, Software 130478 6665 41101 178244 Padat Shrestha Enterprise Solution Architect 155906 7830 42986 206722 Weldon Ratliff Manager Software Development 152992 7927 42986 203905 Phil Larussa IT Manager 160690 6747 35285 202722 Scott Kansas Director - IT 153917 2286 156203 Chris Torres Vice President 180689 24480 205169 Sch J, Part I, Line 1A travel for companions is provided to officers, directors, and key employees on a limited basis. these individuals are provided one round-trip airfare per year for a companion. this item does not represent taxable compensation to these individuals. for 2023, two people received this benefit. with respect to domicile officers listed in part VII, such officers are provided with discretionary funds. However, all expenditures must be for business use. housing allowance or residence for personal use and personal services (cleaning services) were provided to one officer. the housing and cleaning services were provided because the individual is a national officer and must be on-site at APA's national headquarters. However, he is not a local resident. these items do not represent taxable compensation to this individual: Edward Sicher. APA Holding Corporation Subidiary 930609 Rental Payments made false Form 990, Part VI, Section A, Question 2 The following officers and directors of the filing organization have a business relationship with one another by virtue of their positions as officers and directors of APA Holding Corporation: Edward Sicher, James Clark, and Pat Clark. Form 990, Part VI, Section A, Questions 6 & 7A Allied Pilots Association is a labor union representing, as its members, the pilots of American airlines. the members elect the organization's board of directors, which is made up of members of the organization. there are four classes of membership, including apprentice members, active members, inactive members, and honorary members. only active members are eligible to vote or hold office. Form 990, Part VI, Section B, Question 11B the organization engages a paid preparer experienced in the preparation of the form 990 to prepare the form. the director of finance and accounting will conduct a detailed review of the return as prepared by the preparer. an electronic copy of the final form 990 will be provided to all members of the board of directors on APA's internal website prior to filing the return. Form 990, Part VI, Section B, Question 12C Allied Pilots association's officers, board members, committee members and staff shall disclose conflicts of interest by submitting a "conflict of interest disclosure" form. disclosures are handled by the secretary-treasurer and maintained in a file. if a potential conflict of interest arises, subsequent to the submission of the original form, a revised form shall be submitted within five business days of becoming aware of the conflict. Form 990, Part VI, Section B, Questions 15A & 15B the compensation for all officers and key employees of allied pilots association (APA) is fixed by the president, subject to the approval of the board of directors. the organization hires an outside consultant to review the compensation of officers and key employees. the consultant matches APA's positions to salary surveys from multiple sources. each employee's position is placed within a pay grade. positions that undergo a significant change in duties are reevaluated for grade and placement within their grade. compensation adjustments are made by the president and approved by the board of directors. Form 990, Part VI, Section C, Question 19 the organization's financial statement are available to the public as part of its filings with the department of labor, at the department of labor's website (www.dol.gov/olms). the organization does not make its governing documents or conflicts of interest policy available to the public. this information is available to members only, upon request. Form 990, Part VII, Section A compensation in addition to compensation reported by allied pilots association (APA) on Form w-2, APA also reimburses American airlines (AAL) for flight pay loss (FPL) compensation. pilots, other than APA officers, received compensation of $12,215,487 for the year ended June 30, 2022 while on leave from AAL for APA business. Generally, AAL bills APA for such compensation. APA remitted FPL reimbursement payments to AAL less the recovery of $6,826,221 for the year ended June 30, 2022 for the portion of services rendered by the pilots related to matters including safety, security and training programs that benefited AAL. the reimbursed compensation is reported on the form 941 employer's quarterly federal tax return of AAL and is reported to the recipients on their forms W-2 received from AAL. in addition to the lost flight pay, APA makes contributions to the American Airlines capital accumulation plan. a retirement plan which is administered by AAL consisting of the defined contribution of 16% of pay for employees of AAL corporation and participating subsidiaries. for periods of union leave on and after January 1, 2014, APA will make the company's contributions. APA's contributions to the plan totaled $1,588,698 for the year ended June 30, 2023. Form 990, Part XI, Line 9 other changes in net assets or fund balances Post Retirement Changes 449,906 Prior Year adjustments 2,595 ----------- Total 452,501 APA Holding Corporation 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 752785182 Holding Co TX 501(c)(2) APA true Allied Pilot Assoc Scholarship Fund 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 752759329 Sch Grants TX 501(C)(3) Line 7 APA true APA Political Action Committee 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 752779340 Political TX 527 APA true APA Emergency Relief & Scholarship Fund 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 814427466 grantmaking TX 501(C)(3) PF APA true APA Welfare Benefits Plan Master Trust 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 752589033 Mbr benefits TX 501(C)(9) APA true false false false false false false false false false true false false false false false false false false APA Holding Corporation K 930609 Cash