2023-11-16T05:48:46-05:00 2022-12-31 990 2022-01-01 751711418 SOUTHWEST AIRLINES PILOTS ASSOCIATION % Casey Murray SOUT 8088697972 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 752474081 Brian Hickman Director of Finance 2023-11-16 2022 2023-04-26 12:10:37Z Casey Murray 1450 Empire Central Dr Suite 737 Dallas TX 75247 28300742 false X https: www.swapa.org X 1978 TX REPRESENTING THE PILOTS OF SOUTHWEST AIRLINES. OUR MISSION IS TO PROVIDE A SECURE AND REWARDING CAREER FOR OUR PILOTS AND THEIR FAMILIES BY EQUITABLY ENHANCING COMPENSATION AND QUALITY OF LIFE ISSUES THROUGH CONTRACT NEGOTIATIONS FAITHFULLY DEFENDING INDIVIDUAL AND COLLECTIVE CONTRACTUAL RIGHTS VIA ADMINISTRATION AND ENFORCEMENT PROCEDURES AND ACTIVELY PROMOTING PROFESSIONALISM AND SAFETY THROUGH EFFECTIVE ORGANIZATIONAL COMMUNICATIONS. 25 25 51 0 0 0 24392141 25188310 0 0 865573 252046 29700 -98171 25287414 25342185 5199 7955 0 0 6563457 6834264 0 0 0 16144746 21245670 22713402 28087889 2574012 -2745704 35619107 29353019 3520412 3650230 32098695 25702789 THE SOUTHWEST AIRLINES PILOTS ASSOCIATION SWAPA IS A NON-PROFIT EMPLOYEE ASSOCIATION REPRESENTING THE PILOTS OF SOUTHWEST AIRLINES. OUR MISSION IS TO PROVIDE A SECURE AND REWARDING CAREER FOR OUR PILOTS AND THEIR FAMILIES BY EQUITABLY ENHANCING COMPENSATION AND QUALITY OF LIFE ISSUES THROUGH CONTRACT NEGOTIATIONS FAITHFULLY DEFENDING INDIVIDUAL AND COLLECTIVE CONTRACTUAL RIGHTS VIA ADMINISTRATION AND ENFORCEMENT PROCEDURES AND ACTIVELY PROMOTING PROFESSIONALISM AND SAFETY THROUGH EFFECTIVE ORGANIZATIONAL COMMUNICATIONS. false false 0 0 0 PRO-ACTIVE SAFETY PROGRAM 0 0 0 PILOT CONTRACT ADMINISTRATION AND RESEARCH 0 0 0 ENHANCING COMPENSATION AND QUALITY OF LIFE ISSUES THROUGH CONTRACT NEGOTIATIONS 0 0 0 0 false false false false true false false false false false true true false false true true false true false false false false false false false false false false false true false false false false false false false false false false false true false false true 40 0 true 51 true false false false false false false false 0 false false false 25 25 false false false false true true true true true false false true false false true true true false X BRIAN HICKMAN 2147224206 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 752474081 KWANYU HELEN YU PARTIAL YEAR GENERAL COUNSEL DIR OF DIVERSITY 40.00 0.00 X 327682 0 17780 MATTHEW REDDING EXECUTIVE DIRECTOR 40.00 1.00 X 230349 0 86801 STELLA DULANYA GENERAL COUNSEL 40.00 0.00 X 220795 0 82887 BRIAN HICKMAN DIRECTOR OF FINANCE 40.00 15.00 X 199764 0 51092 PATRICK SHANAHAN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 0.00 X 197114 0 65334 MICHAEL HAYNES DIRECTOR OF RETIREMENT 40.00 5.00 X 174507 0 61476 AMY ROBINSON DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 151675 0 71587 SIBI KARAKKATTIL DATABASE ADMINISTRATOR 40.00 0.00 X 133731 0 67193 NIA WILLIAMS CONTROLLER 40.00 10.00 X 130923 0 37622 MEAGAN NELAN SCHEDULING RESEARCH SUPERVISOR 40.00 0.00 X 117810 0 50734 JASON BROOKS SOLUTIONS ARCHITECT 40.00 0.00 X 109501 0 62955 CASEY MURRAY PRESIDENT 40.00 5.00 X X 0 0 0 MICHAEL SANTORO VICE PRESIDENT 40.00 5.00 X X 0 0 0 OMID TOM NEKOUEI 2ND VICE PRESIDENT 40.00 5.00 X X 0 0 0 BRIAN HAGEDORN PARTIAL YEAR BOD - ATL - CHAIR 15.00 1.00 X 0 0 0 IVAR OLAV TAKLE BOD - ATL - CHAIR 15.00 1.00 X 0 0 0 DANIEL MONG PARTIAL YEAR BOD - ATL - VICE-CHAIR 15.00 1.00 X 0 0 0 DAREN BLACK BOD - BWI - CHAIR 15.00 1.00 X 0 0 0 MIKE PISCITELLI BOD - BWI - VICE-CHAIR 15.00 1.00 X 0 0 0 MATTHEW WRIGHT BOD - DAL - CHAIR 15.00 1.00 X 0 0 0 CRAIG SCHMIDT BOD - DAL - VICE-CHAIR 15.00 1.00 X 0 0 0 JONATHAN THOMPSON BOD - DEN - CHAIR 15.00 1.00 X 0 0 0 MARK POWERS BOD - DEN - VICE-CHAIR 15.00 1.00 X 0 0 0 DOYLE HILL BOD - HOU - CHAIR 15.00 1.00 X 0 0 0 WILLIAM HATCHEL BOD - HOU - VICE-CHAIR 15.00 1.00 X 0 0 0 DENNIS O'LEARY BOD - LAS - CHAIR 15.00 1.00 X 0 0 0 MATTHEW AFFENITA BOD - LAS - VICE-CHAIR 15.00 1.00 X 0 0 0 CHRISTOPHER HALL BOD - LAX - CHAIR 15.00 1.00 X 0 0 0 MICHAEL CALLAGHAN BOD - LAX - VICE-CHAIR 15.00 1.00 X 0 0 0 SCOTT THATCHER BOD - MCO - CHAIR 15.00 1.00 X 0 0 0 DAVID PECK BOD - MCO - VICE-CHAIR 15.00 1.00 X 0 0 0 LAURIN TORIELLO BOD - MDW - CHAIR 15.00 1.00 X 0 0 0 MICHAEL ANZALOTTI BOD - MDW - VICE-CHAIR 15.00 1.00 X 0 0 0 DOUGLAS BOOHER BOD - OAK - CHAIR 15.00 1.00 X 0 0 0 CHRISTOPHER DAVIS BOD - OAK - VICE - CHAIR 15.00 1.00 X 0 0 0 LUCAS LEBEAU BOD - PHX - CHAIR 15.00 1.00 X 0 0 0 KEVIN REECE BOD - PHX - VICE-CHAIR 15.00 1.00 X 0 0 0 1993851 0 655461 14 false true false SOGETI USA LLC 28309 NETWORK PLACE CHICAGO IL 60673 CONSULTING 2342742 COMPUTER FINANCIAL CONSULTANTS INC 56 TOP GALLANT ROAD STAMFORD CT 06902 CONSULTING 525325 AVIATION MEDICINE ADVISORY SERVICE 15530 E BRONCOS PKWY SUITE 350 CENTENNIAL CO 80112 CONSULTING 440425 FRANCIS MCCARTHY 2332 NORTH EARLY STREET ALEXANDRIA VA 22302 CONSULTING 175460 ROBERT HALF 2884 SAND HILL RD 200 MENLO PARK CA 94025 CONSULTING 152388 6 0 25188310 0 0 0 0 0 25188310 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 709222 0 0 709222 0 0 0 0 0 0 0 0 147346 0 288670 0 -141324 0 -141324 0 0 -141324 2212511 200 2253257 416630 -40746 -416430 -457176 0 0 -457176 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Miscellaneous Income 900099 43153 43153 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43153 25342185 43153 0 110722 7955 0 0 0 0 0 0 0 2649312 0 0 0 0 0 0 0 2629224 0 0 0 431787 0 0 0 773911 0 0 0 350030 0 0 0 0 0 0 0 401853 0 0 0 61197 0 0 0 0 0 0 0 0 0 0 0 0 0 894618 0 0 0 376823 0 0 0 343454 0 0 0 4903763 0 0 0 0 0 0 0 0 0 0 0 912542 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 333498 0 0 0 135990 0 0 0 TRIP LOSS & PER DIEM 11754293 0 0 0 Events 559479 0 0 0 Printing and Publications 138311 0 0 0 Dues & Subscriptions 130610 0 0 0 299239 0 0 0 28087889 0 0 0 0 0 0 0 5047085 1740651 0 0 0 0 939779 1291358 0 0 0 0 0 0 0 0 226633 264909 6651505 4742789 2521068 1908716 0 0 26883317 24087746 0 0 0 0 1225 59639 35619107 29353019 2116955 2141455 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1403457 1508775 3520412 3650230 X 32098695 25702789 0 0 32098695 25702789 35619107 29353019 -2745704 -3650202 0 0 0 0 X X false true X true false true false false 774046 774046 688453 339775 348678 1130596 467748 662848 3806542 3714270 92272 251868 220996 30872 1908716 C C MUTUAL FUNDS 24087746 F 24087746 TRIP LOSS PAYABLE 1450861 OPERATING LEASE LIABILITIES 57914 1508775 X 22422955 -3650202 25872 -3624330 26047285 -705100 -705100 25342185 28818861 25872 705100 730972 28087889 0 28087889 Part X, line 2 THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501C5 OF THE INTERNAL REVENUE CODE; THEREFORE THE ASSOCIATION HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ASSOCIATION FOLLOWS THE GUIDANCE UNDER THE FINANCIAL ACCOUNTING STANDARDS BOARD FASB ACCOUNTING STANDARDS CODIFICATION TOPIC NO. 740 INCOME TAXES TOPIC 740 WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION MEASUREMENT PRESENTATION AND DISCLOSURE OF UNCERTAIN IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. IN ADDITION THE ASSOCIATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE ASSOCIATION" WITHIN THE MEANING OF SECTION 509A OF THE INTERNAL REVENUE CODE. THERE WAS NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31 2022. true false false KWANYU HELEN YU PARTIAL YEAR GENERAL COUNSEL & DIR OF DIVERSITY 76380 0 0 0 251302 0 9599 0 8181 0 345462 0 0 0 MATTHEW REDDING EXECUTIVE DIRECTOR 229849 0 500 0 0 0 39309 0 47492 0 317150 0 0 0 STELLA DULANYA GENERAL COUNSEL 219795 0 1000 0 0 0 37583 0 45304 0 303682 0 0 0 BRIAN HICKMAN DIRECTOR OF FINANCE 199264 0 500 0 0 0 34096 0 16996 0 250856 0 0 0 PATRICK SHANAHAN DIRECTOR OF INFORMATION TECHNOLOGY 196614 0 500 0 0 0 33643 0 31691 0 262448 0 0 0 MICHAEL HAYNES DIRECTOR OF RETIREMENT 173007 0 1500 0 0 0 29785 0 31691 0 235983 0 0 0 AMY ROBINSON DIRECTOR OF COMMUNICATIONS 150675 0 1000 0 0 0 25785 0 45802 0 223262 0 0 0 SIBI KARAKKATTIL DATABASE ADMINISTRATOR 132731 0 1000 0 0 0 22825 0 44368 0 200924 0 0 0 NIA WILLIAMS CONTROLLER 130423 0 500 0 0 0 22346 0 15276 0 168545 0 0 0 MEAGAN NELAN SCHEDULING RESEARCH SUPERVISOR 116810 0 1000 0 0 0 20005 0 30729 0 168544 0 0 0 JASON BROOKS SOLUTIONS ARCHITECT 108501 0 1000 0 0 0 18690 0 44265 0 172456 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part II Line 1 | Name :, Title:, Item Selected:, Description:| Compensation from unrelated entitie, LABOR CONTRACTS ARE NEGOTIATED BY ASSOCIATION OFFICERS OR OTHER MEMBERS ON BEHALF OF THE GENERAL MEMBERSHIP AND CERTAIN ADMINISTRATIVE FUNCTIONS ARE HANDLED BY ASSOCIATION OFFICERS. SUCH OFFICERS OR MEMBERS ARE PAID FULL WAGES BY THE AIRLINE AND THE AIRLINE IS REIMBURSED BY THE ASSOCIATION FOR SUCH TOTAL COMPENSATION LOST WHILE THE OFFICERS OR MEMBERS ARE SERVING AS NEGOTIATORS ADMINISTRATORS OR COMMITTEE MEMBERS. THE REIMBURSEMENT IS COMPUTER BY THE AIRLINE USING ITS BASIS THE WAGES WHICH WOULD HAVE BEEN EARNED ON THE SCHEDULED FLIGHTS RELINQUISHED. DURING 2022 THE ASSOCIATION INCURRED TRIP LOSS EXPENSES TOTALING $11,754,293 WHICH RESULTED IN A TRIP LOSS PAYABLE TOTALING $1,450,861 ON THE STATEMENTS OF FINANCIAL POSITION AS OF DECEMBER 31 2022.| Part I Line 4a | Name :, Amount:| KWANYU HELEN YU, 205000| Part VI, Line 6 THE SOUTHWEST AIRLINES PILOTS ASSOCATION HAS 5 CLASSES OF MEMBERSHIP: A. ACTIVE MEMBER B. EXECUTIVE ACTIVE MEMBER C. INACTIVE MEMBER D. EXECUTIVE INACTIVE MEMBER E. RETIRED MEMBER Part VI, Line 7a ANY ACTIVE MEMBER IN GOOD STANDING MAY NOMINATE ANY ELIGIBLE MEMBER TO SERVE AS AN OFFICER. THE OFFICERS OF THE ASSOCIATION ARE DEFINED AS ALL MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE OFFICERS OF THE ASSOCIATION SHALL BE THE PRESIDENT VICE PRESIDENT AND 2ND VICE PRESIDENT. THE DOMICILE OFFICERS SHALL BE THE CHAIR AND THE VICE CHAIR. Part VI, Line 7b THE GOVERNMENTAL POWERS OF THE ASSOCIATION SHALL BE VESTED IN THE BOARD OF DIRECTORS AND THE OFFICERS IN ACCORDANCE WITH THE LAWS PROVIDED IN THE ASSOCIATION'S CONSTITUTION. THE FINAL CONTROL OF THE ASSOCIATION SHALL BE VESTED IN THE MEMBERSHIP. Part VI, Line 11b EACH ELECTED OFFICER WILL RECEIVE A COPY FOR REVIEW. Part VI, Line 15 EXECUTIVE PAY IS OUTLINED IN THE POLICY MANUAL AND STAFF SALARIES ARE REVIEWED ANNUALLY AND COMPARED WITH LOCAL STATISTICS AS WELL AS REVIEWED BY AN OUTSIDE INDEPENDENT HR CONSULTANT. Part VI, Line 19 THE ASSOCIATION'S GOVERNING DOCUMENTS POLICY MANUAL AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Part XII, Line 2c NO CHANGES FROM PRIOR YEAR. SOUTHWEST AIRLINES PILOTS ASSOCIATION CHARITABLE FUND 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 75247 455404858 GRANTMAKING TX 501(C)(3) Charity Status 7 Southwest Airlines Pilots Association false SWAPA SCHOLARSHIP FUND 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 75247 752831556 SCHOLARSHIPS TX 501(C)(3) Charity Status 7 Southwest Airlines Pilots Association false SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 75247 766487482 MEMBER BENEFITS TX 501(C)(9) Southwest Airlines Pilots Association false SOUTHWEST AIRLINES PILOTS ASSOCIATION VEBA TRUST 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 75247 906126130 MEMBER BENEFITS TX 501(C)(9) Southwest Airlines Pilots Association false SOUTHWEST AIRLINES PILOTS ASSOCIATION POLITICAL ACTION COMMITTEE 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 75247 000000000 POLITICAL TX N/A Southwest Airlines Pilots Association false false false false false false false false false false false false true false true true false false false false See additional information statement L 0 THE SUPPLEMENTAL INFORMATION BELOW APPLIES TO THE FOLLOWING RELATED ENTITIES: SOUTHWEST AIRLINES PILOTS ASSOCIATION CHARITABLE FUND TRUST SWAPA SCHOLARSHIP FUND FUND THREE SELECT MEMBERS OF THE ASSOCIATION'S BOARD OF DIRECTORS SERVE AS BOARD MEMBERS OF THE TRUST AND THE FUND. THE ASSOCIATION EMPLOYEES ALSO PROVIDE SUPPORTING SERVICES TO THE TRUST AND THE FUND HOWEVER DUE TO THE VARIOUS ADMINISTRATIVE SERVICES PROVIDED BY THE ASSOCIATION THE VALUE OF THESE TRANSACTIONS IS NOT READILY DETERMINABLE FOR THE YEAR ENDED DECEMBER 31 2022. See additional information statement N 0 THE SUPPLEMENTAL INFORMATION BELOW APPLIES TO THE FOLLOWING RELATED ENTITIES: SOUTHWEST AIRLINES PILOTS ASSOCIATION CHARITABLE FUND TRUST SWAPA SCHOLARSHIP FUND FUND SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN PLAN SOUTHWEST AIRLINES PILOTS ASSOCIATION VEBA TRUST VEBA TRUST SOUTHWEST AIRLINES PILOTS ASSOCIATION POLITICAL ACTION COMMITTEE PAC THE ASSOCIATION PROVIDES THE FACILITY EQUIPMENT AND MAILING LISTS TO SUPPORT THE RELATED ENTITIES NOTED ABOVE HOWEVER DUE TO THE VARIOUS ADMINISTRATIVE SERVICES PROVIDED BY THE ASSOCIATION THE VALUE OF THESE TRANSACTIONS IS NOT READILY DETERMINABLE FOR THE YEAR ENDED DECEMBER 31 2022. See additional information statement O 0 THE SUPPLEMENTAL INFORMATION BELOW APPLIES TO THE FOLLOWING RELATED ENTITIES: SOUTHWEST AIRLINES PILOTS ASSOCIATION CHARITABLE FUND SWAPA SCHOLARSHIP FUND SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN SOUTHWEST AIRLINES PILOTS ASSOCIATION VEBA TRUST SOUTHWEST AIRLINES PILOTS ASSOCIATION POLITICAL ACTION COMMITTEE ASSOCATION EMPLOYEES AND BOARD MEMBERS COMMITTEE MEMBERS CONTRIBUTE SUPPORTING ACCOUNTING AND ADMINISTRATIVE SERVICES TO THE RELATED ENTITIES NOTED ABOVE HOWEVER DUE TO THE VARIOUS ADMINISTRATIVE SERVICES PROVIDED BY THE ASSOCIATION THE VALUE OF THESE TRANSACTIONS IS NOT READILY DETERMINABLE FOR THE YEAR ENDED DECEMBER 31 2022. SUBSTANTIALLY ALL MEMBERS AND EMPLOYEES OF THE ASSOCIATION PARTICIPATE IN THE SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN THE "PLAN" SPONSORED BY THE AIRLINE AND THE ASSOCIATION. THE ASSOCIATION MADE NON ELECTIVE AND PROFIT-SHARING CONTRIBUTIONS TO THE PLAN OF $646,386 AND $79,066 RESPECTIVELY IN 2022. 0 0 0