2023-05-15T11:20:45-05:00 2022-06-30 BDO USA LLP 301 Commerce Street Suite 2000 Fort Worth TX 76102 990 2021-07-01 131982245 Allied Pilots Association % Hank Cofield % HANK COFIELD ALLI 8173022272 14600 Trinity Boulevard ste 500 Fort Worth TX 761552512 Patrick Clark Secretary/Treasurer 8173022272 2023-05-12 true Patrick Clark 999009999 Jamie Eversole P00839244 8177382400 2023-05-12 2 2021 2023-04-26 12:10:37Z Daniel Carey 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 96775379 false X www.alliedpilots.org X 1963 TX to operate a non-profit employee representing association, a labor union see Schedule O, Attachment 1 20 20 99 402 0 0 41089559 50978707 7886332 9799195 3478127 5011527 593165 607863 53047183 66397292 0 0 0 0 34928812 43506282 0 0 0 9420274 10753608 44349086 54259890 8698097 12137402 98558024 97731451 29152691 26225332 69405333 71506119 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 69 0 99 true false false false false true true false X 20 20 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 Ray Duke DIRECTOR - SAFETY & TRAINING 40.0 0.0 X 250762 0 79663 Andrea Duff EXECUTIVE DIRECTOR 40.0 0.0 X 255993 0 72365 Gregg Overman DIRECTOR - COMMUNICATIONS 40.0 0.0 X 245144 0 79107 Mark Myers DIRECTOR - PILOT NEG/CONTRACT 40.0 0.0 X 241841 0 79030 Jose Lopez DIRECTOR - IT 40.0 0.0 X 212566 0 74482 Eric Ferguson President 39.0 1.0 X X 247972 0 29676 Tricia Kennedy DIRECTOR-DISPUTES RESOLUTION 40.0 0.0 X 222929 0 50852 Henry Cofield DIRECTOR-FINANCE & ACCOUNTING 40.0 0.0 X 220468 0 50679 Marcy Scott DIRECTOR - BENEFITS 40.0 0.0 X 185091 0 62466 Ed Miles PILOT ASSISTANCE MANAGER 40.0 0.0 X 166631 0 67322 William Evans LOS ANGELES VICE CHAIR 16.0 0.0 X X 185576 0 29692 Pat Clark Secretary/Treasurer 37.0 3.0 X 187298 0 24968 Padat Shrestha ENTERPRISE SOLUTION ARCHITECT 40.0 0.0 X 143512 0 63850 Curtis Detzer BOSTON VICE CHAIR 16.0 0.0 X X 178402 0 28371 Jonathan Elifson SR. LABOR ATTORNEY 40.0 0.0 X 179033 0 27261 Weldon Ratliff SR. APPLICATION DEVELOPER 40.0 0.0 X 139875 0 63623 Scott Heckenberger NEW YORK VICE CHAIR 16.0 0.0 X X 173234 0 27718 Rupa Baskaran LABOR ATTORNEY 40.0 0.0 X 134748 0 63294 Wesley Meyer LABOR ATTORNEY 40.0 0.0 X 132448 0 63234 Russ Thompson SR. APPLICATION DIRECTOR 40.0 0.0 X 152045 0 40060 Tim Doreen WASHINGTON DC VICE CHAIR 16.0 0.0 X X 162551 0 26575 Christina Papadopoulos LABOR ATTORNEY 40.0 0.0 X 147332 0 39515 Paul Diorio PHILADELPHIA CHAIR 16.0 0.0 X X 150692 0 24111 Doug Hancock CHARLOTTE VICE CHAIR 16.0 0.0 X X 149687 0 23950 David Powell CHICAGO CHAIR 16.0 0.0 X X 149729 0 23337 Peter Gamble Boston Chair 16.0 0.0 X X 147321 0 23571 Mike Burr NEW YORK CHAIR 16.0 0.0 X X 142080 0 22733 Patrick O'Rourke Vice President 40.0 0.0 X 140004 0 22401 Joseph Collins WASHINGTON DC CHAIR 16.0 0.0 X X 133750 0 21400 Kevin Wilkes PHILADELPHIA VICE CHAIR 16.0 0.0 X X 127861 0 20458 Brian Ellis PHOENIX VICE CHAIR 16.0 0.0 X X 126466 0 20235 David Duncan PHOENIX CHAIR 16.0 0.0 X X 126338 0 20214 Tim Daudelin CHICAGO VICE CHAIR 16.0 0.0 X X 123196 0 19711 Johnathan Sherrell DALLAS CHAIR 16.0 0.0 X X 116786 0 18686 Casey Granger CHARLOTTE CHAIR 16.0 0.0 X X 108386 0 17342 John Karam LOS ANGELES CHAIR 16.0 0.0 X X 91833 0 14693 Chris Torres FORMER DALLAS VICE CHAIR 16.0 0.0 X 87760 0 14042 Shane Vaughn MIAMI VICE CHAIR 16.0 0.0 X X 84813 0 13570 Dennis Parker FORMER MIAMI CHAIR 16.0 0.0 X 83287 0 13326 Edward Sicher MIAMI CHAIR 16.0 0.0 X X 76906 0 12305 Robert Baker FORMER DALLAS CHAIR 16.0 0.0 X 54801 0 8768 David Rintel FORMER MIAMI CHAIR 16.0 0.0 X 33987 0 5438 Jason Gustin DALLAS VICE CHAIR 16.0 0.0 X X 32911 0 5266 4615559 0 1215201 35 true true false American Airlines Inc 4000 E Sky Harbor Services PHOENIX AZ 85034 pilot/member 14282770 Seven Letter 1140 Connecticut Ave NW Suite 800 WASHINGTON DC 20036 MARKETING SERVICES 1021695 Symphony Risk PO Box 465429 GARLAND TX 75049 INSURANCE 1014603 APA Holding Co LPC 2000 MCKINNEY AVENUE 1000 DALLAS TX 75201 PROPERTY 891026 CDW Computer Centers Inc PO Box 75723 CHICAGO IL 60675 IT SERVICES 768957 5 50978707 50978707 FPL RECOVERY 900099 9658076 EXPENSE RECOVERY INCOME 900099 141119 9799195 1903298 1903298 0 0 0 0 0 33486316 30378087 3108229 3108229 3108229 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 607863 607863 607863 66397292 5619390 0 0 0 0 5492589 0 30469631 4004196 2615328 924538 0 1227668 47897 0 0 318980 2432151 0 364123 809447 0 2677995 0 0 19988 0 0 1665342 0 OTHER ADMIN SUPPORT 247211 OUTSIDE SERVICES 942806 54259890 5819321 4452366 0 0 0 0 0 0 0 0 0 0 26980 26980 0 0 0 0 20309094 15323521 5485787 4985573 75760677 76649105 6036332 6115379 0 0 0 0 5428927 5502048 98558024 97731451 6515600 7023967 0 0 17728346 16079638 0 0 0 0 0 0 0 0 0 0 4908745 3121727 29152691 26225332 X 69405333 71506119 0 0 69405333 71506119 98558024 97731451 X 12137402 -12511871 2475255 X false true X true false 1186032 572719 613313 17603315 14750802 2852513 1519747 1519747 4985573 APA HOLDING CORPORATION 6115379 F 6115379 ACCRUED INTEREST RECEIVABLE 254316 DUES RECEIVABLE 3886817 FLIGHT PAY LOSS RECEIVABLE 489301 OTHER ASSETS 871614 5502048 0 RETIREMENT CONTRIBUTION PAYABL 192422 POST RETIREMENT BENEFITS PAYAB 2929835 FURLOUGHED PILOT LOAN FUND -530 3121727 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 2022 and 2021. X X X X true true false false false Eric Ferguson President 247972 29676 277648 Patrick O'Rourke Vice President 140004 22401 162405 Pat Clark Secretary/Treasurer 187298 24968 212266 Peter Gamble Boston Chair 147321 23571 170892 Curtis Detzer BOSTON VICE CHAIR 178402 28371 206773 Joseph Collins WASHINGTON DC CHAIR 133750 21400 155150 Tim Doreen WASHINGTON DC VICE CHAIR 162551 26575 189126 William Evans LOS ANGELES VICE CHAIR 185576 29692 215268 Mike Burr NEW YORK CHAIR 142080 22733 164813 Scott Heckenberger NEW YORK VICE CHAIR 173234 27718 200952 David Powell CHICAGO CHAIR 149729 23337 173066 Doug Hancock CHARLOTTE VICE CHAIR 149687 23950 173637 Paul Diorio PHILADELPHIA CHAIR 150692 24111 174803 Robert Baker FORMER DALLAS CHAIR 54801 8768 63569 Chris Torres FORMER DALLAS VICE CHAIR 87760 14042 101802 Dennis Parker FORMER MIAMI CHAIR 83287 13326 96613 David Rintel FORMER MIAMI CHAIR 33987 5438 39425 Henry Cofield DIRECTOR-FINANCE & ACCOUNTING 220468 33463 17216 271147 Andrea Duff EXECUTIVE DIRECTOR 255993 37934 34431 328358 Ray Duke DIRECTOR - SAFETY & TRAINING 250762 37743 41920 330425 Jonathan Elifson SR. LABOR ATTORNEY 179033 26889 372 206294 Tricia Kennedy DIRECTOR-DISPUTES RESOLUTION 222929 33636 17216 273781 Jose Lopez DIRECTOR - IT 212566 32683 41799 287048 Ed Miles PILOT ASSISTANCE MANAGER 166631 25402 41920 233953 Mark Myers DIRECTOR - PILOT NEG/CONTRACT 241841 37110 41920 320871 Gregg Overman DIRECTOR - COMMUNICATIONS 245144 37187 41920 324251 Marcy Scott DIRECTOR - BENEFITS 185091 28035 34431 247557 Russ Thompson SR. APPLICATION DIRECTOR 152045 22910 17150 192105 Rupa Baskaran LABOR ATTORNEY 134748 21374 41920 198042 Wesley Meyer LABOR ATTORNEY 132448 21374 41860 195682 Christina Papadopoulos LABOR ATTORNEY 147332 22299 17216 186847 Weldon Ratliff SR. APPLICATION DEVELOPER 139875 21703 41920 203498 Padat Shrestha ENTERPRISE SOLUTION ARCHITECT 143512 21930 41920 207362 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 2021, no one 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 two officers. the housing and cleaning services were provided because the individuals are national officers and must be on-site at APA's national headquarters. However, they are not local residents. these items do not represent taxable compensation to these individuals: Daniel Carey and Tim Hamel. APA Holding Corporation Subidiary 894689 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: Eric Ferguson, Patrick O'Rourke, 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 $12,407,870 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 $6,744,703 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 $1,966,834 for the year ended June 30, 2012. Form 990, Part XI, Line 9 other changes in net assets or fund balances Post Retirement Changes 2,475,255 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 894689 Cash