2023-10-24T07:40:54-05:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 522113962 AIR TRANSPORT ASSOCIATION OF AMERICA INC AIRT 2026264095 1275 PENNSYLVANIA AVE NW 1300 WASHINGTON DC 200042450 PAUL ARCHAMBEAULT SVP, CFO, COO 2026264095 2023-10-23 1 PAUL ARCHAMBEAULT 999009999 1 ELIZABETH W HELLER P00397829 2022932200 2023-10-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AIRLINES FOR AMERICA NICHOLAS E CALIO 1275 PENNSYLVANIA AVE NW 1300 WASHINGTON DC 200042450 40689663 0 X WWW.AIRLINES.ORG X 1998 DC THE ORGANIZATION IS THE TRADE ASSOCIATION FOR THE NATION'S SCHEDULED AIRLINES. THE ORGANIZATION CONDUCTS ACTIVITIES THAT ADVOCATE INDUSTRY POSITIONS, PROMOTE AVIATION SAFETY AND PROGRAMS THAT BENEFIT THE INDUSTRY AS A WHOLE. 10 10 90 10 1853767 64742 0 0 37051240 40622339 2819 67324 0 0 37054059 40689663 0 0 0 0 24115198 23550031 0 0 0 15118929 16567084 39234127 40117115 -2180068 572548 19761042 29260081 18600183 27930537 1160859 1329544 X AIRLINES FOR AMERICA (A4A) VIGOROUSLY ADVOCATES FOR AMERICA'S AIRLINES AS MODELS OF SAFETY, CUSTOMER SERVICE, AND ENVIRONMENTAL RESPONSIBILITY; AND AS THE INDISPENSABLE NETWORK THAT DRIVES OUR NATION'S ECONOMY AND GLOBAL COMPETITIVENESS.A4A SERVES ITS MEMBER AIRLINES AND THEIR CUSTOMERS BY ASSISTING THE AIRLINE INDUSTRY IN CONTINUING TO PROVIDE THE WORLD'S SAFEST SYSTEM OF TRANSPORTATION; TRANSMITTING TECHNICAL EXPERTISE AND OPERATIONAL KNOWLEDGE TO IMPROVE SAFETY, SERVICE AND EFFICIENCY; ADVOCATING FAIR AIRLINE TAXATION AND REGULATION WORLDWIDE TO FOSTER A HEALTHY, COMPETITIVE INDUSTRY; AND BY DEVELOPING AND COORDINATING INDUSTRY ACTIONS THAT ARE ENVIRONMENTALLY BENEFICIAL, ECONOMICALLY REASONABLE AND TECHNOLOGICALLY FEASIBLE. 0 0 KNOWN CREWMEMBER PROGRAM (KCM) - A SERVICE PROVIDED BY THE ASSOCIATION TO THE ENTIRE INDUSTRY THAT PERMITS PARTICIPATING AIRLINE CREWMEMBERS TO PASS THROUGH SECURITY IN SEPARATE MORE SECURE LANES. THIS ACCESS PROVIDES ADDITIONAL SECURITY BY VERIFYING CREWMEMBERS AGAINST FACIAL PICTURES DIRECTLY FROM A PARTICIPATING COMPANY'S CREW DATABASE BEFORE THEY CAN PASS THROUGH THE LANES. THE PROGRAM WAS DEVELOPED IN CONJUNCTION WITH THE TSA. THE PROGRAM CONTINUES TO IMPROVE PASSENGER FACILITATION AND HAS REMOVED IN EXCESS OF 125 MILLION CREWMEMBERS FROM REGULAR SECURITY LANES, INCREASING THE THROUGHPUT OF THE GENERAL TRAVELING PUBLIC. THE KCM PROGRAM IS CURRENTLY AVAILABLE TO ALL CARRIERS IN THE U.S. E-BUSINESS PROGRAM - THIS PROGRAM ENCOMPASSES EVERYTHING FROM INDUSTRY STANDARDS SETTING ACTIVITIES TO A COMMON DATABASE LINKING MANUFACTURERS AND AIRLINES FROM A REPAIR AND MAINTENANCE PERSPECTIVE. THE STANDARD SETTING ACTIVITIES PROVIDE COMMON PRACTICES AND EFFICIENCIES TO HELP AIRLINE INDUSTRY MEMBERS IN THE BACK END DAY-TO-DAY OPERATIONS. THE PROGRAM IS SELF-FUNDED THROUGH A SEPARATE MEMBERSHIP PROGRAM AND THE ENTIRE PROGRAM IS ACCOUNTED FOR AS UNRELATED BUSINESS INCOME ON THE ASSOCIATION'S 990-T. INDUSTRY CONSORTIUM INSURANCE PROGRAM - THIS INDUSTRY RELATED PROGRAM ALLOWS AIRPORT FUEL CONSORTIUM PARTICIPANTS TO PARTICIPATE IN AN INDUSTRY LEVEL INSURANCE PROGRAM FOR BOTH PROPERTY AND LIABILITY COVERING THE LARGEST AIRPORTS IN THE U.S. THE PROGRAM PROVIDES BENEFITS TO THE INDUSTRY AS A WHOLE AS NON-MEMBER AIRLINES PARTICIPATE THROUGH BEING A PART OF THE AIRPORT CONSORTIUM. THE RESULT OF THE PROGRAM IS TO MITIGATE RISK BY SPREADING IT OVER MULTIPLE LOCATIONS AND ULTIMATELY DRIVE DOWN THE COST OF PARTICIPATION AND OVERALL COVERAGE. THE FEES GENERATED BY THIS PROGRAM ARE ACCOUNTED FOR AS UNRELATED BUSINESS INCOME ON THE ASSOCIATION'S 990-T. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 1 97 0 1 90 1 1 1 0 0 0 1 1 0 1 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PAUL R ARCHAMBEAULT 2026264095 1275 PENNSYLVANIA AVE NW 1300 WASHINGTON DC 200042450 ED BASTIAN DIRECTOR 1.00 X 0 0 0 BRANDON CANAVAN DIRECTOR 1.00 X 0 0 0 JOHN DIETRICH DIRECTOR 1.00 X 0 0 0 ROBIN HAYES DIRECTOR 1.00 X 0 0 0 PETER INGRAM DIRECTOR 1.00 X 0 0 0 GARY KELLY DIRECTOR 1.00 X 0 0 0 SCOTT KIRBY DIRECTOR 1.00 X 0 0 0 DOUG PARKER DIRECTOR 1.00 X 0 0 0 SCOT STRUMINGER DIRECTOR 1.00 X 0 0 0 BEN MINICUCCI DIRECTOR 1.00 X 0 0 0 NICHOLAS CALIO PRESIDENT & CEO 37.50 X 4600329 0 63162 PAUL ARCHAMBEAULT SVP, CFO & COO 37.50 X 608848 0 65975 PATRICIA VERCELLI SVP, GENERAL COUNSEL 37.50 X 547664 0 51432 CHRISTINE BURGESON SVP, GLOBAL GOV'T AFFAIRS 37.50 X 736447 0 63243 SHARON PINKERTON SVP, LEG & REG POLICY 37.50 X 749822 0 47260 REBECCA SPICER SVP, COMMUNICATIONS 37.50 X 482796 0 60931 SHELLY RUBINO VP, GLOBAL GOV'T AFFAIRS 37.50 X 547280 0 43448 JOSHUA SALTZMAN VP, GLOBAL GOV'T AFFAIRS 37.50 X 537185 0 62281 KEITH GLATZ SVP, INTERNATIONAL 37.50 X 408675 0 59431 JARROD THOMPSON VP, LEG & REG POLICY 37.50 X 386090 0 20534 KRISTINE O'BRIEN VP, GLOBAL GOV'T AFFAIRS 37.50 X 360584 0 23223 9965720 0 560920 53 0 1 0 SKADDEN ARPS SLATE MEAGHER & FLOM LL PO BOX 1764 WHITE PLAINS NY 10602 INDUSTRY LITIGATION SUPPORT 8241672 O'MELVENY & MYERS LLP PO BOX 894436 LOS ANGELES CA 90189 INDUSTRY LITIGATION SUPPORT 3606223 COMPASS LEXECON 16701 MELFORD BLVD SUITE 200 BOWIE MD 20715 INDUSTRY POLICY WORK 1211016 FORBES TATE PARTNERS 32317 S HIGLEY RD SUITE 114-473 GILBERT AZ 85297 INDUSTRY REPUTATION CAMPAIGN SUPPORT AND 1022000 JACOBSENDANIELS ASSOCIATES LLC 121 PEARL STREET YPSILANTI MI 48197 INDUSTRY CONSULTING 825176 22 MEMBERSHIP DUES 900099 32880602 32880602 KNOWN CREWMEMBER 900099 4900003 4900003 INDUSTRY COORD PROGRAMS 900099 1271010 987967 283043 E-BUSINESS PROGRAM 541900 1115556 1115556 INDUSTRY FORUMS 541900 455168 455168 40622339 67324 67324 40689663 38768572 1853767 67324 8087746 11857246 664236 1334100 1606703 147700 510637 122175 1609030 1568385 624005 326885 4572198 2499788 893956 444220 486574 100870 LEGISLATIVE POLICY WORK 1443672 INDUSTRY SUPPORT 812557 ADMIN FEES 177600 DUES & SUBS 120371 106461 40117115 7320397 6160821 1848884 1848884 6217177 5543564 1177221 1298758 7206012 4389095 3197363 2816917 0 11591137 19761042 29260081 5186763 4108176 2552114 2003569 10861306 21818792 18600183 27930537 X 1160859 1329544 1160859 1329544 19761042 29260081 X 572548 -403863 X 0 1 X 1 0 16000 16000 0 16000 1 PORTANTINO FOR SUPERINTENDENT OF PUBLIC INSTRUCTION 1414 K STREET SUITE 250 SACRAMENTO CA 95814 3000 FRIENDS OF CHRIS CARR PO BOX 724842 ATLANTA GA 31139 2500 ATKINS FOR LIEUTENANT GOVERNOR 374 NO COAST HWY 101 ENCINITAS CA 92024 1500 ANTHONY RENDON FOR ASSEMBLY 2022 1017 L STREET 292 SACRAMENTO CA 95814 1500 CHRIS HOLDEN FOR ASSEMBLY 2022 777 S FIGUEROA STREET SUITE 4050 LOS ANGELES CA 90017 1500 HERTZBER FOR LA COUNTY SUPERVISOR 1100 O STREET SUITE 200 SACRAMENTO CA 95814 1500 MOVING CALIFORNIA FORWARD A COMMITTEE CONTROLLED BY ANTHONY PORTANTINO 1414 K STREET SUITE 250 SACRAMENTO CA 95814 1500 ROBERT WIECKOWSKI FOR ASSEMBLY 2024 1017 L STREET SUITE 106 SACRAMENTO CA 95814 1500 BLANCA RUBIO FOR ASSEMBLY 2022 C/O MCKINLEYPILLOWS FUNDRAISING 92 SACRAMENTO CA 95814 1000 KATIE CURREN O'MALLEY FOR MARYLAND 1215 E FORT AVE BALTIMORE MD 21230 500 0 0 1 32880602 5383100 -3461500 1921600 6000000 -4078400 PART I-A, LINE 1: CAMPAIGN CONTRIBUTIONS 4887375 2375205 2512170 1605193 1300446 304747 713444 713444 0 2816917 RIGHT-OF-USE ASSET 11591137 11591137 AMOUNTS REFUNDABLE TO MEMBERS 50647 ACCRUED RETIREMENT BENEFITS -764885 ACCRUED POST-RETIREMENT BENEFITS 4598906 INSURANCE DEDUCTION POOLING FUND 1848884 LEASE LIABILITY 16085240 21818792 X 40689663 0 40689663 0 40689663 40117115 0 40117115 0 40117115 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE CODE AND APPLICABLE INCOME TAX REGULATIONS OF THE DISTRICT OF COLUMBIA EXCEPT FOR INCOME FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE. THE ASSOCIATION HAS NO PROVISION FOR FEDERAL TAXES ON INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE ASSOCIATION HAS A CUMULATIVE NET OPERATING LOSS CARRYFORWARD, WHICH AROSE FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE, PRIMARILY THE ASSOCIATION'S E-BUSINESS PROGRAM, CERTAIN FORUMS, PASS-THROUGH AND SUPPORT SERVICES THE ASSOCIATION PROVIDES TO ENTITIES THAT ARE SEPARATELY INCORPORATED. THE ASSOCIATION HAS DETERMINED THAT VALUATION ALLOWANCES ARE NECESSARY TO REDUCE THE DEFERRED TAX ASSETS TO ZERO BECAUSE THE ASSOCIATION'S ABILITY TO USE THE NET OPERATING LOSS BEFORE THE CARRYFORWARD PERIOD EXPIRES IS UNCERTAIN. X X X X 1 1 X X X X X 0 0 0 NICHOLAS CALIO PRESIDENT & CEO 2253691 0 2261250 0 85388 0 30500 0 35234 0 4666063 0 0 0 CHRISTINE BURGESON SVP, GLOBAL GOV'T AFFAIRS 726010 0 1500 0 8937 0 22875 0 40834 0 800156 0 0 0 SHARON PINKERTON SVP, LEG & REG POLICY 739516 0 1500 0 8806 0 30500 0 18097 0 798419 0 0 0 PAUL ARCHAMBEAULT SVP, CFO & COO 592052 0 1500 0 15296 0 23607 0 46519 0 678974 0 0 0 JOSHUA SALTZMAN VP, GLOBAL GOV'T AFFAIRS 521050 0 1500 0 14635 0 19063 0 46802 0 603050 0 0 0 PATRICIA VERCELLI SVP, GENERAL COUNSEL 536784 0 1500 0 9380 0 22875 0 29428 0 599967 0 0 0 SHELLY RUBINO VP, GLOBAL GOV'T AFFAIRS 538216 0 1500 0 7564 0 26688 0 17631 0 591599 0 0 0 REBECCA SPICER SVP, COMMUNICATIONS 470910 0 1500 0 10386 0 19063 0 42308 0 544167 0 0 0 KEITH GLATZ SVP, INTERNATIONAL 395551 0 1500 0 11624 0 19063 0 43888 0 471626 0 0 0 JARROD THOMPSON VP, LEG & REG POLICY 384000 0 1500 0 590 0 19063 0 1689 0 406842 0 0 0 KRISTINE O'BRIEN VP, GLOBAL GOV'T AFFAIRS 354169 0 1500 0 4915 0 15250 0 11368 0 387202 0 0 0 PART I, LINE 1A THE CHIEF EXECUTIVE OFFICER HAS FIRST-CLASS TRAVEL FOR BUSINESS AND LEISURE FOR HIM AND HIS SPOUSE. THE COST OF THE FLIGHTS ARE ALLOCATED THE SAME INDUSTRY YIELD NUMBER PROVIDED BY OUR CARRIERS AND THEN ADDED TO THE CEO'S W-2 AS TAXABLE INCOME. FORM 990, PART III, LINE 1, CONT. THE ASSOCIATION'S FUNDAMENTAL PURPOSE IS TO FOSTER A BUSINESS AND REGULATORY ENVIRONMENT THAT ENSURES SAFE AND SECURE AIR TRANSPORTATION AND PERMITS U.S. AIRLINES TO FLOURISH, STIMULATING ECONOMIC GROWTH LOCALLY, NATIONALLY AND INTERNATIONALLY. BY WORKING WITH MEMBERS IN THE TECHNICAL, LEGAL AND POLITICAL ARENAS, A4A LEADS INDUSTRY EFFORTS TO FASHION CRUCIAL POLICY AND SUPPORTS MEASURES THAT ENHANCE AVIATION SAFETY, SECURITY AND WELL-BEING. A4A GOALS INCLUDE: - CHAMPIONING THE WORLD'S SAFEST TRANSPORTATION SYSTEM - PROTECTING AIRLINE PASSENGERS, CREWMEMBERS, AIRCRAFT AND CARGO, WORKING COLLABORATIVELY WITH THE DEPARTMENT OF HOMELAND SECURITY (DHS) AND THE TRANSPORTATION SECURITY ADMINISTRATION (TSA) - MODERNIZING THE U.S. AIR TRAFFIC MANAGEMENT SYSTEM VIA THE FEDERAL AVIATION ADMINISTRATION (FAA) CHALLENGING GOVERNMENT POLICIES THAT IMPOSE UNWISE REGULATORY BURDENS OR IMPINGE ON MARKETPLACE FREEDOMS - REDUCING THE DISPROPORTIONATE SHARE OF TAXES AND FEES PAID BY AIRLINES AND THEIR CUSTOMERS - IMPROVING THE INDUSTRY'S ABILITY TO ATTRACT THE CAPITAL NECESSARY TO MEET FUTURE DEMANDS - SHAPING INTERNATIONAL AVIATION POLICY TO ENSURE THAT U.S. AND FOREIGN CARRIERS CAN COMPETE ON EQUAL TERMS FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THREE CATEGORIES OF MEMBERSHIP: - OPERATOR MEMBERS: U.S. AIR CARRIERS (OR A HOLDING COMPANY THAT CONTROLS ONE OR MORE U.S. AIR CARRIERS) MAY BECOME OPERATOR MEMBERS AT THE DISCRETION OF THE BOARD. ANY U.S. AIR CARRIER THAT WAS AN OPERATOR MEMBER OF THE ORGANIZATION IN GOOD STANDING AS OF SEPTEMBER 1, 2011 SHALL BE AN OPERATOR MEMBER OF THE ORGANIZATION SUBJECT TO THE OTHER PROVISIONS OF THESE BYLAWS. - ASSOCIATE MEMBERS: FOREIGN AIR CARRIERS AND U.S. AIR CARRIERS (OR A HOLDING COMPANY THAT CONTROLS ONE OR MORE FOREIGN OR U.S. AIR CARRIERS) MAY BECOME ASSOCIATE MEMBERS AT THE DISCRETION OF THE BOARD. ANY FOREIGN AIR CARRIER THAT WAS AN ASSOCIATE MEMBER OF THE ORGANIZATION IN GOOD STANDING AS OF SEPTEMBER 1, 2011 SHALL BE AN ASSOCIATE MEMBER OF THE ORGANIZATION SUBJECT TO THE OTHER PROVISIONS OF THESE BYLAWS. - INDUSTRY MEMBERS: MANUFACTURERS, SUPPLIERS, OR OTHER SIMILAR ENTITIES ENGAGED IN THE AVIATION OR AEROSPACE INDUSTRIES MAY BECOME INDUSTRY MEMBERS UPON APPROVAL BY THE PRESIDENT. INDUSTRY MEMBERS HAVE LIMITED RIGHTS AS DETERMINED BY THE PRESIDENT, AND MAY NOT PARTICIPATE IN COUNCILS AND COMMITTEES, OR VOTE ON MATTERS RELATED TO THE ORGANIZATION'S AFFAIRS. FORM 990, PART VI, SECTION A, LINE 7A ALL OPERATOR MEMBERS CAN ELECT THE DIRECTORS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND 990-T ARE PREPARED WITH OUTSIDE ASSISTANCE AND REVIEWED INTERNALLY PRIOR TO FORWARDING TO THE IRS. THE ASSOCIATION NOTIFIES THE AUDIT AND FINANCE COMMITTEE AND THE BOARD THAT THE FORMS ARE FILED AND AVAILABLE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION ADOPTED A BOARD-LEVEL CONFLICT OF INTEREST POLICY EFFECTIVE SEPTEMBER 2010. THE CONFLICT OF INTEREST STATEMENTS FROM EACH DIRECTOR ARE UPDATED ANNUALLY. THE ASSOCIATION CONTINUES TO MAINTAIN A CONFLICT OF INTEREST POLICY COVERING ITS OFFICERS AND EMPLOYEES. THAT POLICY IS UPDATED ANNUALLY AND THE ASSOCIATION HAS A WHISTLE BLOWER POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION'S CEO COMPENSATION IS SET BY FORMAL WRITTEN CONTRACT AND WAS GOVERNED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE USED INDEPENDENT OUTSIDE CONSULTANTS AND MARKET-LEVEL DATA THAT INCLUDED OTHER ASSOCIATIONS COMPENSATION COMPARISONS TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION FOR THE CEO. THE RECOMMENDATION OF THE COMPENSATION COMMITTEE IS THEN APPROVED BY THE BOARD AND A FORMAL CONTRACT PREPARED. ANY AMENDMENT OR ADJUSTMENT TO THE CONTRACT IN FORCE IS THE RESPONSIBILITY OF THE CHAIRMAN AND THE BOARD. BEGINNING IN 2011, WITH A SHRINKING BOARD MEMBER COUNT, THE BOARD HANDLES THE COMPENSATION OF THE CEO WITH THE CHAIRMAN HANDLING THE RESPONSIBILITIES. AT SUCH TIME OF AN EXTENSION OR TERMINATION, THE BOARD, THROUGH EXECUTIVE SESSION HANDLES ALL MATTERS RELATIVE TO CEO COMPENSATION. THE CEO'S CONTRACT WAS EXTENDED THREE YEARS IN 2021 THROUGH DECEMBER 31, 2024 AND WILL AUTO-RENEW ANNUALLY UNLESS TERMINATED BY THE ASSOCIATION OR THE EXECUTIVE. THE PRESIDENT IN HIS CAPACITY AS CEO OF THE ASSOCIATION IS RESPONSIBLE FOR SETTING THE COMPENSATION OF OFFICERS AND EMPLOYEES. IN COORDINATION WITH THE CHIEF FINANCIAL OFFICER, AND DIRECTOR OF ADMINISTRATION, THE COMPENSATION OF ALL STAFF IS REVIEWED AGAINST MARKET DATA AND INDEPENDENT SALARY STUDIES FOR CORRESPONDING POSITIONS AND ADJUSTMENTS ARE MADE ACCORDINGLY IF NECESSARY. THIS INCLUDES MERIT INCREASE LEVELS AS WELL AS EQUITY ADJUSTMENTS. ANY RESULTING INCREASE IS THEN PRESENTED TO THE BOARD WITHIN THE ASSOCIATION'S BUDGET PROCESS FOR APPROVAL. EACH TIME A VACANCY OCCURS, CURRENT MARKET CONDITIONS, DRIVEN BY APPLICANTS, TENDS TO INFLUENCE COMPENSATION AMOUNTS. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE, HOWEVER, ITS TAX RETURNS ARE AVAILABLE VIA REQUEST, AS REQUIRED BY LAW. FORM 990, PART XI, LINE 9: OTHER DEFINED BENEFIT CHANGES -668,833. NET PERIODIC BENEFIT CHANGES 264,970.