Air Line Pilots Association International

“Significant Changes to Governing Documents: Amendment to the ALPA Constitution and By-laws on June 13, 2024 related to Article II, Section 3g(2) - eligibility of a reactivated member to serve as a presidential, national, or MEC committee member. Amendments to the ALPA Constitution and By-laws on October 30, 2024 were made for the following sections: 1) Article I, Section 21, A. Election and ballot certification board 2) Article II, Section 3.D. Inactive member 3) Article III, Section 3.D. Notice of meetings 4) Article III, Local councils and local executive councils 5) Article VII, and Administrative Manual, Section 70 Board of directors 6) Article VII, Section 10, A., Article XIV, Section 1.B, Article XXII ALPA Canada Board and the administrative manual, Section 90, Part 10, d. 7) Article IX, Section 4.J. and the Administrative Manual, Section 60.C2.d. and Section 60.J. - Dues on 401(a)(17) Excess Cash 8) Article IX, Section 15 and the Administrative Manual, Section 60.F.1.d - Offers to return funds”

“MEMBERS: The Air Line Pilots Association, International (ALPA) is the largest airline pilot union in the world and represents more than 78,000 pilots at 42 U.S. and Canadian airlines. ALPA HAS TWO CATEGORIES OF ACTIVE MEMBERS (ACTIVE AND EXECUTIVE ACTIVE). ALPA ALSO COLLECTS UNION 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 REQUIRED 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.”

“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 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.”

“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.”

“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 2024 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 2024.”

“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.”

“BOARD OF DIRECTORS: THE FOLLOWING INDIVIDUALS SERVED ON AN AVERAGE WEEKLY HOUR OF 1 ON ALPA BOARD OF DIRECTORS IN 2024 AND DID NOT RECEIVE ANY REPORTABLE COMPENSATION FROM THE ORGANIZATION FOR SERVICES RENDERED IN THEIR CAPACITY AS DIRECTORS: Seth Abrams Carmelo Alamo Timothy Alfeld Nicolas Archambault Ren Babcock Rex Baggett James Bartlett Prithvi Bharadwaj Shane Bohlman Todd Brower Dustin Bullis Brian Bunkers Davis Bunting Abraham Butler Nicholas Cabral Mathieu Campagna James Cangelosi Anthony Chibnik Donald Clark Aaron Cotterill Shawn Cox Mark Crissman Anthony Cutler Nicholas Defigio Louis-Philippe Desmarais Sheldon Devantier Craig Devries Tracy Dodds Dominic Duchesne David Duhadway Alexandre Dupuis Eric Duquette Kari Ellett Randy Erickson Jacob Eve William Eway James Farley Alex Faulkner Ryan Fawcett Nathan Flood James Gisclair Jeffrey Goode Halsey Green Lahiru Gunawardhana Joel Gutierrez Michael Haedt James Harding Brendan Harkin Richard Harper Arna Harris Benjamin Hartlen Shlomo Hatchwell Daniel Hernandez Edward Higgins Patrick Hill Luke Hofacker Scott Horning Kevin Houser Michael Howe Thane Hubbell James Hughes James Hunter Edgar Irizarry James Jacobe Stanley Jazwinski Kathryn Judge Joshua Kallet Jessica Kerzner Robin Kim Sean Kimura Andrew Kinnear Robert Kloft Robert Kolbus Daniel Krieger Jaymey Kuykendall Marc Laflamme Robert Lane Francois Lavoie Loren Lehmann Johnathan Lewandowski Fraser Mackeen Christian Madsen Eric Mann Emilio Marcos Mario Martins Shawn Mccraley Eric Meenk Lydia Menard Mato Merchan Corey Meston Anthony Miles Andrew Molbert Benjamin Montgomery Shaun Murray Martin Nadeau Kennedy Nguyen Patrick O'dell Thomas O'grady Alfredo Ortiz William Outlaw Viveksinh Parmar Oscar Patin Corey Pawlikowski Avi Peres Shavonne Perreault Michael Peters Nicholas Pilhuj Jeffrey Point Frederic Poissant Cole Potkul Mathieu Pouliot Daniel Priest William Pugliese Peter Quijada Marc Rathmann Zachary Redcliff Conrad Reid Royce Repka Matthew Richardson Scott Ridlon Arthur Roberts Jason Roberts Jonathan Sandrolini Matthew Saul Philip Seaver Cameron Sharrow Christian Smitheram Etienne Souske-Dumontet Marko Suvajac Corbin Sword Ippei Tanaka Ravi Thakkar Dan Tomic Thomas Turner Scott Uhmann Manuela Valenzuela Michael Van Gilder David Venci Karl Wacker Charles Weihing Brenton Whitaker Jerome Williams Aimee Wintle Trent Woodworth Jamie Wright Stephen Young Benjamin Zelenak Erik Zinger Douglas Zink David Zook”

“BOARD OF DIRECTORS: THE FOLLOWING INDIVIDUALS SERVED ON AN AVERAGE WEEKLY HOUR OF 1 ON ALPA BOARD OF DIRECTORS IN 2024. 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 RECIPIENTS AS REPORTABLE COMPENSATION: Alexander Kluge $130,937 Todd Thursby 51,721 Matthew Workman 30,200 Brody Ludke-Hughes 29,529 Anne Worster 28,430 Pablo Villar 26,661 Kenneth Fingers 24,160 Paul Beckwith 22,217 Lawrence Payne 18,912 Christopher Clay 17,709 Christopher Comer 16,107 Brooklyn Anderson 15,264 Brandon Arrington 15,196 Isaac Swainston 14,508 Zachary Hill 14,284 Dana Dann-Messier 14,283 Tiffany O Connor 14,094 Todd Koss 14,094 Derek Archer 13,750 John Vaughan 11,845 Bibianne Lavallee 10,699 Nathan Furrh 10,426 Navid Ghavami-Mameghani 9,991 Simon Robitaille 9,699 Daniel Niro 9,680 Samuel Mason 9,569 Kevin Templin 9,333 Michael Mclean 9,207 Stephane Wauthoz 9,187 Jacob Astin 9,125 Timothy Millar 8,705 Nils Lundblad 7,794 David Forbes 7,378 Christopher Toornstra 7,117 Matthew Di Tommaso 6,878 Joby Bond 6,419 Delorean Lankford 6,357 Ryan Kennedy 6,340 Benjamin Liebhaber 6,266 Royce Fleitz 6,070 Gilles Boissonneault 5,485 Jason Hartleb 5,479 Regan Bosch 5,459 Kevin Crant 5,366 Hugo Desrochers 5,217 Randi Freyer 5,153 Marc Piquette 5,081 Fred Levy 5,061 Adam Brochu 4,976 Curtis Hafer 4,939 Naveed Akhtar 4,890 Rob Bergeron 4,488 Andreas Geng 4,487 Ryan Breznau 4,442 John Ballantyne 4,156 Julien Boisvert 4,033 Bryan Watson 3,650 Daniel Batchelder 3,585 Wesley Blankenship 3,491 Greg Pinckney 3,295 Christopher Howard 3,133 Jeffrey Engberg 2,926 Eric Popper 2,763 Ray Burton 2,639 Joseph Occhiuzzo 2,636 Shane Neville 2,472 Spencer Grenville 2,421 Thisura Wijepala 2,412 Antonio Nassar 2,364 Jordan White 2,094 Evan Baach 2,080 Greg Calkins 2,080 Marc Cervantes 2,004 Brandon Hagy 1,890 Chad Bruch 1,571 Casey Mcconnell 1,514 Robert Maxwell 1,453 Anthony Lind 1,438 William Clark 1,427 Arie Moldvan 1,367 Darren Holmes 1,342 John Breiling 1,305 Ryan Higgins 1,260 Chad Claringbold 1,102 Luke Hodgson 1,060 Michael Bell 1,056 Henry Mackenzie 1,051 Joshua Hammer 1,000 Zakir Khan 848 Thomas Iftody 773 Ryan Barr 772 Terry Chan 746 Jason Harris 678 Steven Savidge 672 Gerard Smithers 670 Chad Rabinowitz 634 William Specce 611 Alexandra Pichert 609 Liam Corcoran 594 Sandro Scheiwiller 568 Gilbert Renaud 558 Ken Broomhead 494 Douglas Diangelo 442 Anthony Dicarlo 442 Christopher Weston 435 Nahiyan Navid Haq 433 John Sinclair 417 Ryan Ducharme 413 Scott Hutchinson 410 Cornel Garvey 404 Paul Haslam 379 Darryl Boon 369 Randall Booth 368 Darrell Pye 367 Marc Rippon 362 Steven Johnson 362 Matthew Hayduk 333 Benjamin Lovin 323 Phillip Anderson 259 David Yao 244 Joshua Savage 205 Jt Gomez 200 Christopher Riggins 186 Adam Bradley 173 Alfred Lane 156 John Oden 151 Michael Sterling 129 Michael Carpenter 129 Scott Kretschmann 121 Michael Montano 114 Phillip Casha 112 Stephen Day 102 Jeremy Keyes 98 James Crytser 96 Danik Kumar 88 Kirk Mays 86 Kyle Connelly 77 Steven Scheri 72 Richard Redfern 70 Aaron Lancaster 70 Lawrence Miller 55 Donald Gorman 37 Noel Ojeda 36 Sean Lee 16 ---------- TOTAL $ 853,302”

“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 110,000 copies per issue, 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 42 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" section of the website.”

“Number of employees reported on w-3: the association reported on its 2024 form w-3 the issuance of 1,111 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.”

“OTHER CHANGES IN NET ASSETS ARE ATTRIBUTABLE TO: ($ 19,285,336) MEC RETURN OF FUNDS $ 5,871,999 MED. RELATED GAIN OTHER THAN POSTRETIREMENT BENEFIT COST ($ 51,084,461) DUES RETURN OFFER $ 557,507 PENSION RELATED GAIN OTHER THAN NET PERIODIC PENSION COST $ 66 TRANSLATION GAIN $ 1,505 MBCB PENSION RELATED GAIN OTHER THAN NET PERIODIC PENSION Cost -------------- ($ 63,938,720) TOTAL”

“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.”