2022-05-16T09:37:22-05:00 2021-06-30 BDO USA LLP 301 Commerce Street Suite 2000 Fort Worth TX 76102 990 2020-07-01 131982245 Allied Pilots Association % Hank Cofield % HANK COFIELD ALLI 8173022272 14600 Trinity Boulevard ste 500 Fort Worth TX 761552512 Patrick D Clark Secretary/Treasurer 8173022272 2022-05-13 true Patrick D Clark 999009999 Jamie Eversole P00839244 8177382400 2022-05-13 2 2020 2022-09-23 18:48:47Z Eric Ferguson 14600 Trinity Blvd Ste 500 Fort Worth TX 76155 88561599 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 83 298 0 47475171 41089559 9163925 7886332 2736354 3478127 607682 593165 59983132 53047183 61000 0 0 0 41717097 34928812 0 0 0 11806185 9420274 53584282 44349086 6398850 8698097 75113015 98558024 20154837 29152691 54958178 69405333 X 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 83 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 Mark Myers director-pilot neg/contract 40.0 0.0 X 239439 0 75782 Gregg Overman director-communications 40.0 0.0 X 236439 0 75332 Ray Duke director-safety & training 40.0 0.0 X 236106 0 75282 Andrea Duff Executive Director 40.0 0.0 X 241560 0 68952 Henry Cofield Director- Finance & Accounting 40.0 0.0 X 225652 0 50213 Eric Ferguson President 39.0 1.0 X X 232932 0 37269 Tricia Kennedy director-disputes resolution 40.0 0.0 X 217627 0 49009 Marcy Scott director-benefits 40.0 0.0 X 182742 0 60129 Jose Lopez Director - IT 40.0 0.0 X 173612 0 65908 Ed Miles Pilot Assistance Manager 40.0 0.0 X 161756 0 64129 Jonathan Elifson sr. Labor Attorney 40.0 0.0 X 180097 0 27387 Weldon Ratliff Sr. Application Director 40.0 0.0 X 138787 0 60684 Rupa Baskaran Labor Attorney 40.0 0.0 X 132871 0 59797 Wesley Meyer Labor Attorney 40.0 0.0 X 131705 0 59562 Russell Thompson Sr. Application Developer 40.0 0.0 X 147905 0 38485 David Rintel Miami Chair 16.0 0.0 X X 159915 0 25586 Christina Papadopoulos Labor Attorney 40.0 0.0 X 145370 0 38171 Pat Clark Secretary/Treasurer 37.0 3.0 X 139260 0 22282 Peter Gamble Boston Chair 16.0 0.0 X X 128741 0 20599 Hugh Fenwick former Los Angeles Chair 16.0 0.0 X 127379 0 20381 Scott Heckenberger New York Vice Chair 16.0 0.0 X X 125388 0 20062 David Powell Chicago Chair 16.0 0.0 X X 123015 0 19682 Curtis Detzer Boston Vice Chair 16.0 0.0 X X 123011 0 19682 Paul Diorio Philadelphia Chair 16.0 0.0 X X 121857 0 19497 Tim Daudelin Chicago Vice Chair 16.0 0.0 X X 115798 0 18528 Don Iorio Former Charlotte Chair 16.0 0.0 X 112808 0 18049 Patrick O'Rourke Vice President 40.0 0.0 X 106740 0 17078 Robert Baker Dallas Chiar 16.0 0.0 X X 105773 0 16924 Michael Burr New York Chair 16.0 0.0 X X 104713 0 16754 Casey Granger Charlotte Chair 16.0 0.0 X X 104087 0 16654 Joseph Collins Washington DC Chair 16.0 0.0 X X 102299 0 16368 Paul Janka former Los Angeles Vice Chair 16.0 0.0 X 94990 0 15198 David Duncan Phoenix Chair 16.0 0.0 X X 94136 0 15062 Brian Ellis Phoenix Vice Chair 16.0 0.0 X X 87724 0 14036 John Karam Los Angeles Chair 16.0 0.0 X X 87341 0 13975 Kevin Wilkes Philadelphia Vice Chair 16.0 0.0 X X 77411 0 12386 Doug Hancock Charlotte Vice Chair 16.0 0.0 X X 61032 0 9765 Chris Torres Dallas Vice Chair 16.0 0.0 X X 58289 0 9326 Tim Doreen Washington DC Vice Chair 16.0 0.0 X X 41825 0 6692 Shane Vaughn Miami Vice Chair 16.0 0.0 X X 22505 0 3601 William Evans Los Angeles Vice Chair 16.0 0.0 X X 0 0 0 4188964 0 1092390 31 true true false Amerinca Airlines Inc 4000 E Sky Harbor Services PHOENIX AZ 85034 pilot/member 21752081 APA Holding Company co lincoln pro 2000 McKinney Ave Ste 1000 DALLAS TX 75201 property 764196 Seven Letter 1140 Connecticut Ave NW Suite 800 WASHINGTON DC 20036 Marketing Services 1128195 Symphony Risk PO Box 465429 GARLAND TX 75049 insurance 1030416 CDW Computer Centers Inc PO Box 75723 CHICAGO IL 60675 it services 742049 5 41089559 41089559 FPL RECOVERY 900099 7718840 7718840 EXPENSE RECOVERY INCOME 900099 167492 167492 7886332 1200032 1200032 0 0 0 0 0 37792511 35514416 2278095 2278095 2278095 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 593165 593165 593165 53047183 7886332 4071292 0 0 0 0 3324397 0 24969537 3812400 1922995 899483 0 1723470 84546 0 0 118033 1584562 0 171332 718857 0 2445805 0 0 1413 0 0 1682199 0 OTHER ADMIN SUPPORT 119251 OUTSIDE SERVICES 770806 44349086 7596383 5819321 0 0 0 0 0 0 0 0 0 0 28280 26980 0 0 0 0 19143965 13658178 6328844 5485787 51016874 75760677 5442289 6036332 0 0 0 0 4700345 5428927 75113015 98558024 4363801 6515600 0 0 12146589 17728346 0 0 0 0 0 0 0 0 0 0 3644447 4908745 20154837 29152691 X 55007506 69405333 -49328 0 54958178 69405333 75113015 98558024 X 8698097 4975953 773105 X false true X true false 1117068 452973 664095 17230911 13205205 4025706 795986 795986 5485787 APA HOLDING CORPORATION 6036332 F 6036332 ACCRUED INTEREST RECEIVABLE 232279 DUES RECEIVABLE 3927337 AAL REIMBURSEMENT RECEIVABLE 0 FLIGHT PAY LOSS RECEIVABLE 390207 OTHER ASSETS 879104 5428927 0 RETIREMENT CONTRIBUTION PAYABL 214491 POST RETIREMENT BENEFITS PAYAB 4694254 4908745 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 2021 and 2020. X X X X true true false false false Hugh Fenwick former Los Angeles Chair 127379 20381 147760 Paul Janka former Los Angeles Vice Chair 94990 15198 110188 Eric Ferguson President 232932 37269 270201 Andrea Duff Executive Director 241560 36234 32718 310512 Ray Duke director-safety & training 236106 35416 39866 311388 Jonathan Elifson sr. Labor Attorney 180097 27015 372 207484 Tricia Kennedy director-disputes resolution 217627 32644 16365 266636 Marcy Scott director-benefits 182742 27411 32718 242871 Mark Myers director-pilot neg/contract 239439 35916 39866 315221 Gregg Overman director-communications 236439 35466 39866 311771 Jose Lopez Director - IT 173612 26042 39866 239520 Ed Miles Pilot Assistance Manager 161756 24263 39866 225885 Rupa Baskaran Labor Attorney 132871 19931 39866 192668 Wesley Meyer Labor Attorney 131705 19756 39806 191267 Christina Papadopoulos Labor Attorney 145370 21806 16365 183541 Weldon Ratliff Sr. Application Director 138787 20818 39866 199471 Russell Thompson Sr. Application Developer 147905 22186 16299 186390 Pat Clark Secretary/Treasurer 139260 22282 161542 David Rintel Miami Chair 159915 25586 185501 Don Iorio Former Charlotte Chair 112808 18049 130857 Henry Cofield Director- Finance & Accounting 225652 33848 16365 275865 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 2020, 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 893727 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 $13,372,298 for the year ended June 30, 2021 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 $7,063,758 for the year ended June 30, 2021 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 $1,511,030 for the year ended June 30, 2021. Form 990, Part XI, Line 9 other changes in net assets or fund balances Post Retirement Changes < 85,337 > Change in Investment Repayment from APA Holdings 858,442 Total 773,105 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 true false false false false false false false false true false false false false false false false false APA Holding Corporation K 893727 Cash APA Emergency Relief and Scholarship Fund B 314000 Cash