Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
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| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACTIVITY #1: Collective Bargaining: ALPA is the collective bargaining agent for more than 66,000 airline pilots and professional flight engineers who make up 40 pilot groups in the United States and Canada. In addition to negotiating labor contracts, it processes grievances, arbitrations, and other contract administration-related activities. The year 2022 was a busy period for collective bargaining, as the association was engaged in negotiations to amend, create, or implement collective bargaining agreements at several ALPA carriers. FORM 990, PART III, LINE 4B PROGRAM SERVICE ACTIVITY #2: Government Affairs: As the voice of professional airline pilots, the association represents a pilot partisan agenda to Congress and to many administrative agencies, including the Department of Transportation, Federal Aviation Administration, Department of State, Department of Homeland Security and Transportation Security Administration. Key legislative issues for pilots in 2022 were the airline industry recovery post-COVID and safety and security issues impacting the piloting profession and air travel. FORM 990, PART III, LINE 4C PROGRAM SERVICE ACTIVITY #3: Aviation Safety: ALPA maintains a network of hundreds of pilot volunteers, supported by approximately two dozen staff professionals, organized into an extensive structure of local and national committees. Key safety issues in 2022 included: aircraft certification, pilot fatigue, pilot health/COVID, pilot training and qualification, airport and runway safety, integration of unmanned aircraft and commercial space activities in the national airspace, various improvements to aviation security and pilot and passenger screening, safety management systems, and the results of key accident investigations. FORM 990, PART III, LINE 4D PROGRAM SERVICE ACTIVITY #4: Publications: The union's magazine, Air Line Pilot, is published 9 times per year with a circulation of about 92,000 copies, mostly to members and retired pilots. Its content is a mixture of union news, industry trends, and technical and safety- and security-related information. Most of ALPA's 40 pilot groups, including their individual local councils, publish and distribute both paper and e-mail newsletters with news and information of interest to their pilots. The Association occasionally publishes specialized newsletters on matters of urgent interest and also maintains an extensive website that carries news, announcements, and general information on both a publicly accessible homepage and a "members only" portion of the website. |
| FORM 990, PART V, LINE 2A | NUMBER OF EMPLOYEES REPORTED ON W-3: THE ASSOCIATION REPORTED ON ITS 2022 FORM W-3 THE ISSUANCE OF 853 W-2'S,WHICH DIFFERS WITH THE NUMBER ENTERED FOR THOSE ISSUED TO EMPLOYEES, AS THE ASSOCIATION REPORTS TAXABLE AMOUNTS TO MEMBERS OF THE ASSOCIATION ON A W-2 FOR CERTAIN TAXABLE REIMBURSEMENTS AND FLIGHT PAY LOSS. THESE MEMBERS ARE NOT EMPLOYEES OF THE ASSOCIATION, AS THEIR EMPLOYMENT IS WITH THEIR RESPECTIVE AIRLINE COMPANY, AND ARE NOT INCLUDED IN THE EMPLOYEE COUNT FOR THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: October 20, 2022: The ALPA Constitution and By-Laws Articles VI, VII, X, XIV, XVII, XXII were amended to reflect changes regarding the ALPA Canada President, Executive Vice President Group C, and Canadian Voting Procedures. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS: ALPA REPRESENTS MORE THAN 66,000 PILOT MEMBERS. ALPA HAS TWO CATEGORIES OF ACTIVE MEMBERS (ACTIVE AND EXECUTIVE ACTIVE). ALPA ALSO COLLECTS DUES FROM EXECUTIVE INACTIVE MEMBERS (AT A REDUCED RATE) AND "NON-MEMBERS". EXECUTIVE INACTIVE MEMBERS ARE ENTITLED TO ALL OF THE RIGHTS AND BENEFITS OF ACTIVE MEMBERS EXCEPT THEY MAY NOT VOTE, ASSUME OR HOLD ELECTIVE OR APPOINTIVE OFFICE (INCLUDING COMMITTEE ASSIGNMENTS), ATTEND MEETINGS OR BE INCLUDED ON THE ACTIVE MEMBER MAILING LIST. "NON-MEMBERS" ARE NOT MEMBERS OF ALPA WHO ARE NEVERTHELESS COMPELLED TO PAY UNION DUES OR FEES UNDER AN AGENCY SHOP AGREEMENT. NON-MEMBERS WHO OBJECT TO SHARING THE COST OF ANY UNION ACTIVITIES NOT GERMANE TO COLLECTIVE BARGAINING ARE ENTITLED TO A PRO RATA ADJUSTMENT FOR ANY EXPENSES THAT ARE NOT GERMANE. NON-MEMBERS ARE NOT ENTITLED TO ANY BENEFITS OF ALPA MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS WHO MAY ELECT: ALPA'S HIGHEST GOVERNING BODY IS THE BOARD OF DIRECTORS. MEMBERS OF THE BOARD OF DIRECTORS ARE DIRECTLY ELECTED FROM LOCAL COUNCILS BY THE ACTIVE AND EXECUTIVE ACTIVE MEMBERS ASSIGNED TO THOSE LOCAL COUNCILS. THE MEMBERS OF OTHER ALPA GOVERNING BODIES - ALL OF WHICH ARE SUBSIDIARY TO THE BOARD OF DIRECTORS - ARE ELECTED BY THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE ORGANIZATION ENGAGES WITH AN INDEPENDENT CERTIFIED ACCOUNTING FIRM TO PREPARE AND REVIEW THE ORGANIZATION'S FORM 990 BASED ON INFORMATION PROVIDED BY ALPA'S ACCOUNTING STAFF. THE RETURN IS REVIEWED BY THE SENIOR STAFF ACCOUNTANTS, FINANCE DEPARTMENT MANAGEMENT STAFF, AND VICE PRESIDENT FINANCE/TREASURER OF ALPA. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: (1) ALPA'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH EMPLOYEES, A WRITTEN COPY IS INCLUDED IN EACH EMPLOYEE NEW HIRE KIT, A COPY IS INCLUDED IN THE EMPLOYEE HANDBOOK, AND THE POLICY IS POSTED ON THE EMPLOYEE STAFF CENTER WEBSITE. THE POLICY PROVIDES EXAMPLES OF SOME OF THE RELATIONSHIPS THAT SHOULD BE AVOIDED. THE POLICY REQUIRES THAT ALL EMPLOYEES AVOID CONFLICTS BETWEEN THEIR PERSONAL INTEREST AND THE MEMBERS OF, OR PERSONS REPRESENTED BY, ALPA OR THE INTEREST OF ALPA IN DEALING WITH EMPLOYERS OR WITH SUPPLIERS, CUSTOMERS, AND ALL OTHER ORGANIZATIONS OR INDIVIDUALS SEEKING TO DO BUSINESS WITH ALPA. IF A CONFLICT IS REPORTED, DISCOVERED, OR SUSPECTED, IT IS ADDRESSED FIRST BY THE EMPLOYEE'S SUPERVISOR AND, IF NECESSARY, BY THE HUMAN RESOURCES DEPARTMENT, AND IN EITHER CASE, APPROPRIATE MEASURES ARE TAKEN, WHICH CAN INCLUDE TERMINATION FOR VIOLATION OF THE POLICY. (2) IN ACCORDANCE WITH FEDERAL LABOR LAWS, ALPA IS GOVERNED BY OFFICERS ELECTED FROM AMONG THE MEMBERSHIP. ACCORDINGLY, DECISIONS MADE BY ALPA'S GOVERNING BODIES NECESSARILY AFFECT THE OFFICERS WHO MAKE UP THOSE GOVERNING BODIES, JUST AS THOSE DECISIONS AFFECT THE UNION MEMBERS AS A WHOLE. HOWEVER, SECTION 501(A) OF THE LABOR-MANAGEMENT REPORTING AND DISCLOSURE ACT (LMRDA), 29 U.S.C. 501(A), STATES THAT OFFICERS AND OTHER UNION REPRESENTATIVES "OCCUPY POSITIONS OF TRUST" WITH RESPECT TO THE UNION AND SO THAT "IT IS, THEREFORE, THE DUTY OF EACH SUCH PERSON, TAKING INTO ACCOUNT THE SPECIAL PROBLEMS AND FUNCTIONS OF A LABOR ORGANIZATION, TO HOLD ITS MONEY AND PROPERTY SOLELY FOR THE BENEFIT OF THE ORGANIZATION AND ITS MEMBERS AND TO MANAGE, INVEST, AND EXPEND THE SAME IN ACCORDANCE WITH ITS CONSTITUTION AND BYLAWS AND ANY RESOLUTIONS OF THE GOVERNING BODIES ADOPTED THEREUNDER, TO REFRAIN FROM DEALING WITH SUCH ORGANIZATION AS AN ADVERSE PARTY OR ON BEHALF OF AN ADVERSE PARTY IN ANY MATTER CONNECTED WITH HIS DUTIES AND FROM HOLDING OR ACQUIRING ANY PECUNIARY OR PERSONAL INTEREST WHICH CONFLICTS WITH THE INTEREST OF SUCH ORGANIZATION, AND TO ACCOUNT TO THE ORGANIZATION FOR ANY PROFIT RECEIVED BY HIM IN WHATEVER CAPACITY IN CONNECTION WITH TRANSACTIONS CONDUCTED BY HIM OR UNDER HIS DIRECTION ON BEHALF OF THE ORGANIZATION." THE RESPONSIBILITIES IMPOSED BY LMRDA SECTION 501(A) MAY BE ENFORCED BY UNION MEMBERS THROUGH SUITS IN FEDERAL COURTS, OR BY THE SECRETARY OF LABOR, AND THOSE RESPONSIBILITIES GOVERN THE UNION'S ACTIONS. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | PROCESS FOR DETERMINING COMPENSATION: (1) ALPA'S COMPENSATION REVIEW PROCESS INCLUDES AN EVALUATION OF AN INDIVIDUAL'S EDUCATION AND PROFESSIONAL EXPERIENCE, REVIEW AND UPDATING OF EACH STAFF POSITION, PERFORMANCE APPRAISAL, ASSESSMENT OF INTERNAL EQUITY, AND EXTERNAL/MARKET BENCHMARKING. ALPA EVALUATES/RE-EVALUATES STAFF POSITIONS ON AN ON-GOING BASIS, ROTATING THROUGH EACH POSITION APPROXIMATELY EVERY FOUR YEARS. THE EVALUATION IS AN INTERACTIVE, WRITTEN PROCESS THAT INCLUDES THE EMPLOYEE, DEPARTMENT MANAGEMENT, AND HUMAN RESOURCES. EXTERNAL/MARKET BENCHMARKING IS PART OF THE COMPENSATION REVIEW PROCESS, AS WELL AS THE ANNUAL PERFORMANCE APPRAISAL PROCESS. ALPA SUBSCRIBES TO/PARTICIPATES IN SEVERAL BENCHMARKING DATA SOURCES INCLUDING ERI EXECUTIVE COMPENSATION ASSESSOR, SALARY.COM COMPANALYST, AND THE HRA-NCA SURVEY FOR DC ASSOCIATIONS. SALARY MINIMUMS/MAXIMUMS ARE PRESCRIBED BY COLLECTIVE BARGAINING AGREEMENTS FOR 86% OF ALPA STAFF. A SALARY ADMINISTRATION PLAN FOR MANAGEMENT AND NON-BARGAINING EMPLOYEES IS APPROVED BY THE GENERAL MANAGER ANNUALLY. THE SALARY REVIEW COMMITTEE IS RESPONSIBLE FOR REVIEW AND APPROVAL OF COMPENSATION AND MEETS ON A REGULAR BASIS. (2) THE PRESIDENT'S COMPENSATION IS APPROVED BY THE ALPA BOARD OF DIRECTORS (BOD). THE BOD LAST REVIEWED THE PRESIDENT'S COMPENSATION AT THE 2022 BOD MEETING. THE PRESIDENT'S COMPENSATION IS UPDATED BY THE DIRECTOR OF FINANCE/CFO AT LEAST ANNUALLY PER THE CALCULATION APPROVED BY THE BOD. THE GENERAL MANAGER'S COMPENSATION IS APPROVED BY THE PRESIDENT AND THE DIRECTOR OF HUMAN RESOURCES. OTHER KEY EMPLOYEE'S COMPENSATION IS APPROVED BY THE GENERAL MANAGER AND THE DIRECTOR OF HUMAN RESOURCES. THE REVIEW PROCESS FOR KEY EMPLOYEES WAS UNDERTAKEN DURING 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. |
| FORM 990, PART VII, SECTION A, LINE 1 | BOARD OF DIRECTORS: THE FOLLOWING INDIVIDUALS SERVED ON AN AVERAGE WEEKLY HOUR OF 1 ON ALPA BOARD OF DIRECTORS IN 2022 AND DID NOT RECEIVE ANY REPORTABLE COMPENSATION FROM THE ORGANIZATION FOR SERVICES RENDERED IN THEIR CAPACITY AS DIRECTORS: Amr Abdelsamad Philipe Abs Da Cruz Matthew Adams Timothy Alfeld Tamer Alhabash Brent Allen Nicolas Archambault Eric Armstrong Rex Baggett Mark Bailey John Balestrine Alexander Barnych Paula Battreal Philippe Baumgart Lawrence Beck Prithvi Bharadwaj Earl Blowers Nicholas Bolander Darryl Boon Benjamin Britton Ken Broomhead Todd Brower Dallas Brown Nicholas Brummund Robert Burdette Bryan Burks David Burnett Ray Burton Rod Buskas Nicholas Cabral Greg Calkins Taylor Campbell Michael Canart Graham Cartwright Robert Cecchi Donald Clark James Coffelt Scott Combest Joseph Cornelius Margaret Cowan Andrew Coyle Jeffery Cramer Justin De Rooy Nicholas Defigio Craig Devries Matthew Di Tommaso Heather Dino Kevin Dohnal Thomas Dowdle Ethan Downing Gary Edwards Kari Ellett Max Enis Randy Erickson William Eway Daniel Fahl Ryan Fawcett David Fichtner Phillip Fields Kenneth Fingers Brian Finley Nathan Furrh Cornel Garvey Allyson Geiger David Gentner Jeffrey Goode Kelly Grawunder Jonathan Grindol Joel Gutierrez Michael Haedt Hickory Ham James Harding Andrew Hardman Nicolas Harman Arna Harris Paul Hastert Trevor Havenga Matthew Hayduk Harold Hendrickson Mark Hollis Gary Holzinger Alexander Hope Scott Horning Christopher Howard Nathan Howdon Michael Howe Jill Hunter Ren Huschle Thomas Iftody Taylor Izard Andrew Johnson Kathryn Judge Jeremy Keyes Sean Kimura Andrew Kinnear Craig Klein Robby Kleinmeyer Robert Kloft Clark Kluwe Robert Kolbus Paul Koziol Scott Kretschmann Daniel Krieger Jeffrey Larson Benjamin Liebhaber Scott Lohman Anthony Luna Eric Mann Evan Martin Mario Martins Steven Mathis Robert Maxwell Kirk Mays Marcus Mccall Samuel Mccarthy Keith Mcclanahan Shawn Mccraley Tanner Mcgaffey Cameron Mcnelis Steven Mcswain Daniel Michelin Timothy Millar Dustin Mingo Juan Morales-Lube Robert Murphy Shane Neville John Oden Alfredo Ortiz William Outlaw John Owens Michael Paradise Jack Parlee Oscar Patin Sammie Perez Julian Perez Rueda Alexandra Pichert Nicholas Pilhuj Jeffrey Point Joshua Poland Timothy Powell Darrell Pye Christopher Pye Jefferson Quinn Chad Rabinowitz Richard Redfern Brian Reedy Conrad Reid Isaac Reiser Gilbert Renaud Lynsey Rich John Roback Christopher Salazar Jonathan Sandrolini Michael Savoury Danielle Schreiber Jeffrey Schroeder Johnathan Scoggin Michael Sederlund Anita Shew Tyler Shutler Robert Simms Jason Sliva Gerard Smithers Michelle Snow Etienne Souske-Dumontet Michael Sterling Corey Strachan Jeffrey Suttler David Sveden Isaac Swainston Corbin Sword Garth Thompson Dan Tomic Christopher Toornstra Stacey Tumoth Mark Veney Frank Ventura Michael Vieru Brian Wald Scott Wariner Brenton Whitaker Jordan White Brandon Wilhelm Andrew Wilson Mark Young Stephen Young Tracie Zampa Richard Zins David Zook |
| FORM 990, PART VII, SECTION A, LINE 1 | BOARD OF DIRECTORS: THE FOLLOWING INDIVIDUALS SERVED ON AN AVERAGE WEEKLY HOUR OF 1 ON ALPA BOARD OF DIRECTORS IN 2022. ALL PAYMENTS TO THESE INDIVIDUALS REPRESENT REIMBURSEMENT FOR EXPENSES OR LOST BENEFITS (FLIGHT PAY LOSS) AND NONE OF THE PAYMENTS REPRESENT COMPENSATION FOR SERVICES RELATED TO THEIR SERVICE ON THE ALPA BOARD. THESE AMOUNTS ARE TAXABLE TO THE RECIPIENT AS REPORTABLE COMPENSATION: Christopher Abell 99 Mark Allen 399 Phillip Anderson 421 Benjamin Anderson 4,297 Derek Archer 7,695 Jacob Astin 3,442 Michael Bell 1,196 Ryan Bennett 18 Wesley Blankenship 3,382 Julien Boisvert 5,619 Riley Box 1,347 Adam Bradley 274 Samuel Brennan 4,529 Chad Bruch 5,500 William Brynjolfsson 139 Michael Carpenter 62 Marc Cervantes 2,047 Terry Chan 377 Anthony Chibnik 457 Mark Circelli 1,087 Chad Claringbold 833 Christopher Clay 17,771 Armel Cloarec 5,217 Jay Cowieson 1,224 Kevin Crant 9,420 James Crytser 228 Justin Cunningham 957 Dana Dann-Messier 17,568 Andrew Derrick 1,174 William Dressler 4,059 Jeffrey Engberg 1,661 Jacob Eve 186 Adam Feldman 146 Adam Fitzsimmons 1,241 David Forbes 1,402 Chase Freeman 127 Randi Freyer 4,758 Christopher Gill 24,528 Timothy Gilleran 578 Alan Godfrey 5,461 Kimberley Gott 259 William Gresslin 70 Curtis Hafer 4,696 Coleman Hamilton 106 Richard Harper 8 Jason Harris 3,080 Darren Hartmann 629 Shlomo Hatchwell 1,314 Tyler Hover 1,351 Bradley Janzen 4,710 Steven Johnson 290 Glenn Johnson 745 Joshua Kallet 78 Todd Koss 8,053 Thomas Kramer 1,400 Genevieve Lang 738 Michele Lavigna 13,146 Sean Lee 239 Brian Lethert 1,003 Anthony Lind 422 Nils Lundblad 2,003 Emilio Marcos 25,254 Samuel Mason 17,032 James Mccullough 108 Michael Mclean 5,217 Eric Meenk 16 Thomas Merrill 17,423 Jonathan Miranda 377 Francisco Moreno Navas 543 Wendy Morse 1,307 James Muchowicz 88 Shaun Murray 174 Antonio Nassar 1,411 Eric Nelson 2,119 Kesar Nizzar 985 Christopher Norman 44,347 Scott Norton 91 Brandon Oberdorfer 1,332 Joseph Occhiuzzo 692 Noel Ojeda 1,029 Kevin O'mahoney 64 Shane Ouellette 5,662 Jonathan Parra 383 Lawrence Payne 9,705 Austin Peterson 23 Greg Pinckney 33 Marc Piquette 181 David Power 3,623 Patrick Ramirez 915 William Rodgers 3,194 Bryan Rosenthal 75 Joshua Rowe 410 Barry Rutberg 14,094 David Shepherd 181 Bradley Small 9,275 Shannon Smith 129 Ashley Sweet Wegner 2,717 Kevin Templin 5,620 Todd Thursby 31,220 Peter Van Stee 308 Stephane Wauthoz 5,217 Douglas Whitesell 2,981 Timothy Williams 1,493 Anne Worster 41 Noorullah Yoosufani 4,014 Israel Young 101 Douglas Zink 2,216 ------------ TOTAL $408,686 |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS ARE ATTRIBUTABLE TO: ($ 72,464) MEC RETURN OF FUNDS ($ 1,044,607) MEDICAL RELATED LOSS OTHER THAN POSTRETIREMENT BENEFIT COST ($ 3,560,157) PENSION RELATED LOSS OTHER THAN NET PERIODIC PENSION COST ($ 91,116) TRANSLATION LOSS -------------- ($ 4,768,344) TOTAL |
| FORM 990, PART XII, LINE 2C | OVERSIGHT PROCESS: THE CONSOLIDATED FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE ORGANIZATION'S EXECUTIVE TEAM ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. |
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