Allied Pilots Association

“Part i, line 1 and part iii, line 1 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 the perpetuation thereof. *to achieve full retroactivity and full pensionability for all improvements in pay from the amendable date of the previous agreement through the date of signing of a new agreement. *to sponsor and support the passage of legislation and appropriate regulations affecting the membership and the industry which may be beneficial to the profession or to the industry. *to safeguard with ceaseless vigilance, the safety of scheduled air transportation in recognition of the high degree of public trust, confidence and responsibility placed on the members. *to further scheduling with safety in any practical manner. *to disseminate information in any manner to enhance the professional status of the membership and to ensure a fully informed membership. A fundamental principle of apa's ability to effectively represent the interests of its membership is protecting apa's right to communicate with the membership without restriction or outside approvals. Therefore, no apa officer, committee member or staff employee shall agree to or participate in a communications "blackoutother restriction of the flow of information from apa to the membership including proposals presented by apa or management during negotiations. *to levy dues and assessments upon the membership with which to provide the funds necessary to carry on the business and objects of the association. *to purchase, hold, acquire, lease, mortgage, and convey real estate and personal property of every kind, nature, and description, in any state, the district of columbia, and any territory or possession of the united states, for the convenient conduct and execution of the association's business, including the purchasing, leasing, and maintaining of equipment, buildings, and improvements which may be necessary, directly or indirectly, in connection with any of the business and objects of the association. *to maintain mutual aid plans. *to exchange views and information with other u.s. And international pilot organizations and to cooperate on issues where a mutual benefit is possible, such as safety, collective bargaining, legislative and regulatory matters. *to do any and all other acts consistent with and in furtherance of the objectives and purposes set forth in the constitution and bylaws, including the establishment of such legal entities as necessary to carry out the legitimate objectives and purposes of the association.”

“Part vi: section a. Governing body and management part vi: 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: pam torell bennett boggess daniel carey”

“Part vi: section a. Governing body and management part vi: questions 6 and 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.”

“Part vi: section b. Policies part vi: 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.”

“Part vi: section b. Policies part vi: 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.”

“Part vi: section b. Policies part vi: questions 15a and 15b - the compensation for all officers and key employees of allied pilots assocation (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.”

“Part vi: section c. Disclosure part vi: question 19 - the organization's financial statements 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.”

“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 $13,191,685 for the year ended june 30, 2017 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 $5,272,001 for the year ended june 30, 2017 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 lost flight pay, apa makes contributions to the american airlines capital accumulation plan, a retirement plan which is administered by aal consisting of a 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 $1,370,184 for the year ended june 30, 2017.”

“Part vii: section b. Independent contractors american airlines, inc. Pilot/member $11,684,309 4000 e. Sky harbor services phoenix, az 85034 apa holding company property $ 896,296 c/o lincoln property management 2000 mckinney dallas, tx 75201 james and hoffman legal fees $ 379,359 1130 connecticut washington, d.c. 20036 hilton arlington hotel/conference $ 365,582 2401 e. Lamar space arlington, tx 76006 sogeti usa llc it services $ 1,304,188 p.o. Box 633470 cincinnati, oh 45263”

“Part xi, line 9: other changes in net assets or fund balances post retirement changes $125,147 net transfers of equity to/from subs $ 3,919 subsidiary income $ 17,614 intercompany adjustments ($ 10,437) -------- total $136,243 --------”