SOUTHWEST AIRLINES PILOTS ASSOCIATION VOLUNTARY EMPLOYEES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST AIRLINES PILOTS ASSOCIATION VOLUNTARY EMPLOYEES (EIN 90-6126130)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349301337
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T08:14:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 906126130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST AIRLINES PILOTS' ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | VEBA TRUST FOR SPECIFIED PILOTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2143509237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 EMPIRE CENTRAL DR 737 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HAYNES | PersonNm |
| Person Title | DIRECTOR OF RETIREMENT | PersonTitleTxt |
| Phone | 2143509237 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA BURKHART | PreparerPersonNm |
| PTIN | P01435955 | PTIN |
| Phone | 9724901970 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CASEY MURRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 EMPIRE CENTRAL DR 737 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,398,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PILOTS AND QUALIFYING DEPENDENTS WHO ARE MEMBERS OF THE SOUTHWEST AIRLINES PILOTS ASSOCIATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,566,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,705,949 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$412,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $727,282 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,153,970 | PYTotalRevenueAmt |
| CY Total Revenue | $2,433,231 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $4,398,741 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $5,938,196 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $264,094 | PYOtherExpensesAmt |
| CY Other Expenses | $370,216 | CYOtherExpensesAmt |
| PY Total Expenses | $4,662,835 | PYTotalExpensesAmt |
| CY Total Expenses | $6,308,412 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,508,865 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,875,181 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,071,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,345,250 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,071,127 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,345,250 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PILOTS AND QUALIFYING DEPENDENTS WHO ARE MEMBERS OF THE SOUTHWEST AIRLINES PILOTS ASSOCIATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EMPLOYEE WELFARE BENEFIT PLAN PROVIDING MEDICAL AND DENTAL BENEFITS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF COBRA PREMIUMS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINUED PAYMENT OF SPOUSAL MEDICAL AND DENTAL BENEFITS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HAYNES | PersonNm |
| Phone | 2143509237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 EMPIRE CENTRAL DR NO 737 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| KRIS TAKLE | |||||||
| BOD - ATL - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MONG | |||||||
| BOD - ATL - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| DAREN BLACK | |||||||
| BOD - BWI - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE PISCITELLI | |||||||
| BOD - BWI - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW WRIGHT | |||||||
| BOD - DAL - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG SCHMIDT | |||||||
| BOD - DAL - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MARK POWERS | |||||||
| BOD - DEN - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN HORNBURG | |||||||
| BOD - DEN - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| RUDY HACHTEL | |||||||
| BOD - HOU - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL INDE | |||||||
| BOD - HOU - VICE CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW AFFENITA | |||||||
| BOD - LAS - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL LIK | |||||||
| BOD - LAS - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER HALL | |||||||
| BOD - LAX - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CALLAGHAN | |||||||
| BOD - LAX - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT THATCHER | |||||||
| BOD - MCO - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| JIM ARCHER | |||||||
| BOD - MCO - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIN TORIELLO | |||||||
| BOD - MDW - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ANZALOTTI | |||||||
| BOD - MDW - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS BOOHER | |||||||
| BOD - OAK - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER DAVIS | |||||||
| BOD - OAK - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN REECE | |||||||
| BOD - PHX - CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MARIN | |||||||
| BOD - PHX - VICE-CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| CASEY MURRAY | |||||||
| PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL SANTORO | |||||||
| VICE PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM NEKOUEI | |||||||
| 2ND VICE PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL HAYNES | |||||||
| DIRECTOR OF RETIREMENT | 5.00 | 40.00 | $0 | $179,973 | $72,163 | Yes (X) | |
| BRIAN HICKMAN | |||||||
| DIRECTOR OF FINANCE | 5.00 | 40.00 | $0 | $230,371 | $54,226 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $410,344 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $126,389 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RESOLUTE HEALTH CARE ADVISORS LLC | |||||
| PO BOX 376 | LAVEEN | AZ | 85339 | INSURANCE ADVOCACY SERVICES | $205,600 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | |||||
| PO BOX 843201 | KANSAS CITY | MO | 64184 | STOP-LOSS INSURANCE | $102,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,705,949 | AllOtherContributionsAmt |
| Total Contributions | $1,705,949 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,461 | TotalRevenueColumnAmt |
| Exclusion | $427,461 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,265,303 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,965,482 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $299,821 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $299,821 | TotalRevenueColumnAmt |
| Exclusion | $299,821 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,433,231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $727,282 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,938,196 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,207 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,009 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,000 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,308,412 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,348 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,071,127 | BOYAmt |
| EOY | $13,341,902 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,071,127 | BOYAmt |
| EOY | $13,345,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,071,127 | BOYAmt |
| EOY | $13,345,250 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,071,127 | BOYAmt |
| EOY | $13,345,250 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,071,127 | BOYAmt |
| EOY | $13,345,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,875,181 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,149,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL PLUS | $5,275,515 | F |
| VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES INSTITUTIONAL | $667,023 | F |
| VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL PLUS | $3,458,193 | F |
| VANGUARD SMALL-CAP INDEX FUND ADMIRAL | $877,148 | F |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ADMIRAL | $2,769,005 | F |
| VANGUARD REIT FUND ADMIRAL | $295,018 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,341,902 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,582,535 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,149,304 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,149,304 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,433,231 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,433,231 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,308,412 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,308,412 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,308,412 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MAY 13, 2011 STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. IN ADDITION, THE PLAN AND RELATED TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN HICKMAN | ||||||||||||||
| DIRECTOR OF FINANCE | $0 | $229,546 | $0 | $500 | $0 | $325 | $0 | $38,153 | $0 | $16,073 | $0 | $284,597 | $0 | $0 |
| MICHAEL HAYNES | ||||||||||||||
| DIRECTOR OF RETIREMENT | $0 | $178,148 | $0 | $1,500 | $0 | $325 | $0 | $29,795 | $0 | $42,368 | $0 | $252,136 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE SOUTHWEST PILOTS' ASSOCIATION VEBA TRUST FOR SPECIFIED PILOTS WAS ADOPTED AND IS MAINTAINED BY THE SOUTHWEST AIRLINES PILOTS ASSOCIATION (SWAPA). PER THE PLAN DOCUMENT, THE VEBA OVERSIGHT COMMITTEE IS GIVEN OVERSIGHT OF THE VEBA TRUST TO PROPOSE ANY CHANGES TO SWAPA'S BOARD OF DIRECTORS, WHO THEN VOTE ON APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE VEBA OVERSIGHT COMMITTEE (GOVERNING BODY) WILL REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | NO CHANGES FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS ASSOCIATION | |||||||||||
| 1450 EMPIRE CENTRAL DR 737 | DALLAS | TX | 75247 | 751711418 | LABOR UNION | TX | 501(C)(5) | N/A | 0 | ||
| SOUTHWEST AIRLINES PILOTS ASSOCIATION CHARITABLE FUND | |||||||||||
| 1450 EMPIRE CENTRAL DR 737 | DALLAS | TX | 75247 | 455404858 | GRANTMAKING | TX | 501(C)(3) | 0 | LINE 7 | SOUTHWEST AIRLINES PILOTS ASSOCIATION | |
| SWAPA SCHOLARSHIP FUND | |||||||||||
| 1450 EMPIRE CENTRAL DR 737 | DALLAS | TX | 75247 | 752831556 | SCHOLARSHIPS | TX | 501(C)(3) | 0 | LINE 7 | SOUTHWEST AIRLINES PILOTS ASSOCIATION | |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN | |||||||||||
| 1450 EMPIRE CENTRAL DR 737 | DALLAS | TX | 75247 | 756487482 | MBR BENEFITS | TX | 501(C)(9) | 0 | SOUTHWEST AIRLINES PILOTS ASSOCIATION | ||
| SOUTHWEST AIRLINES PILOTS ASSOCATION POLITICAL ACTION COMMITTEE | |||||||||||
| 1450 EMPIRE CENTRAL DR 737 | DALLAS | TX | 75247 | POLITICAL | TX | 527 | 0 | SOUTHWEST AIRLINES PILOTS ASSOCIATION | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| SOUTHWEST AIRLINES PILOTS ASSOCIATION | |
| M | SEE STATEMENT |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION | |
| N | SEE STATEMENT |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION | |
| O | SEE STATEMENT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINES 1M-O | FormAndLineReferenceDesc |
| Explanation | THE SOUTHWEST AIRLINES PILOTS ASSOCIATION EMPLOYEES AND BOARD MEMBERS OF THE VEBA OVERSIGHT COMMITTEE PERFORM SERVICES TO SUPPORT THE VEBA TRUST. THE VALUE OF THESE SERVICES IS NOT READILY DETERMINABLE; HOWEVER, IT IS NOT MATERIAL TO THE VEBA TRUST'S FINANCIAL STATEMENTS. THE SOUTHWEST AIRLINES PILOTS ASSOCIATION SHARES THE FACILITY, EQUIPMENT, AND MAILING LISTS TO SUPPORT THE VEBA TRUST. THE VALUE OF THESE SHARED ASSETS IS NOT READILY DETERMINABLE; HOWEVER, IT IS NOT MATERIAL TO THE VEBA TRUST'S FINANCIAL STATEMETNS. THE SOUTHWEST AIRLINES PILOTS ASSOCIATION CONTRIBUTES ACCOUNTING AND ADMINISTRATIVE SUPPORT TO THE VEBA TRUST. THE VALUE OF THESE SERVICES IS NOT READILY DETERMINABLE; HOWEVER, IT IS NOT MATERIAL TO THE VEBA TRUST'S FINANCIAL STATEMENTS. | ExplanationTxt |