2024-11-15T12:25:00-06:00 2023-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-01-01 522113962 AIR TRANSPORT ASSOCIATION OF AMERICA INC AIRT 2026264095 1275 PENNSYLVANIA AVE NW 1300 WASHINGTON DC 200042450 PAUL ARCHAMBEAULT SVP, CFO & COO 2026264095 2024-11-15 1 0 MEREDITH BELL P01696827 8042822121 2024-11-14 2023 2024-10-15 13:58:12Z AIRLINES FOR AMERICA NICHOLAS E CALIO 1275 PENNSYLVANIA AVE NW 1300 WASHINGTON DC 200042450 45359126 0 X WWW.AIRLINES.ORG X 1998 DC THE ORGANIZATION IS THE TRADE ASSOCIATION FOR THE NATION'S SCHEDULED AIRLINES. THE ORGANIZATION CONDUCTS ACTIVITIES THAT ADVOCATE INDUSTRY POSITIONS, PROMOTE AVIATION SAFETY AND PROGRAMS THAT BENEFIT THE INDUSTRY AS A WHOLE. 10 10 90 10 1560250 214477 0 0 40622339 45098727 67324 260399 0 0 40689663 45359126 0 0 0 0 23550031 25355970 0 0 0 16567084 18313711 40117115 43669681 572548 1689445 29260081 29487478 27930537 27712162 1329544 1775316 X AIRLINES FOR AMERICA (A4A) VIGOROUSLY ADVOCATES FOR AMERICA'S AIRLINES AS MODELS OF SAFETY, CUSTOMER SERVICE, AND ENVIRONMENTAL RESPONSIBILITY; AND AS THE INDISPENSABLE NETWORK THAT DRIVES OUR NATION'S ECONOMY AND GLOBAL COMPETITIVENESS.A4A SERVES ITS MEMBER AIRLINES AND THEIR CUSTOMERS BY ASSISTING THE AIRLINE INDUSTRY IN CONTINUING TO PROVIDE THE WORLD'S SAFEST SYSTEM OF TRANSPORTATION; TRANSMITTING TECHNICAL EXPERTISE AND OPERATIONAL KNOWLEDGE TO IMPROVE SAFETY, SERVICE AND EFFICIENCY; ADVOCATING FAIR AIRLINE TAXATION AND REGULATION WORLDWIDE TO FOSTER A HEALTHY, COMPETITIVE INDUSTRY; AND BY DEVELOPING AND COORDINATING INDUSTRY ACTIONS THAT ARE ENVIRONMENTALLY BENEFICIAL, ECONOMICALLY REASONABLE AND TECHNOLOGICALLY FEASIBLE. 0 0 KNOWN CREWMEMBER PROGRAM (KCM) - A SERVICE PROVIDED BY THE ASSOCIATION TO THE ENTIRE INDUSTRY THAT PERMITS PARTICIPATING AIRLINE CREWMEMBERS TO PASS THROUGH SECURITY IN SEPARATE MORE SECURE LANES. THIS ACCESS PROVIDES ADDITIONAL SECURITY BY VERIFYING CREWMEMBERS AGAINST FACIAL PICTURES DIRECTLY FROM A PARTICIPATING COMPANY'S CREW DATABASE BEFORE THEY CAN PASS THROUGH THE LANES. THE PROGRAM WAS DEVELOPED IN CONJUNCTION WITH THE TSA. THE PROGRAM CONTINUES TO IMPROVE PASSENGER FACILITATION AND HAS REMOVED IN EXCESS OF 125 MILLION CREWMEMBERS FROM REGULAR SECURITY LANES, INCREASING THE THROUGHPUT OF THE GENERAL TRAVELING PUBLIC. THE KCM PROGRAM IS CURRENTLY AVAILABLE TO ALL CARRIERS IN THE U.S. E-BUSINESS PROGRAM - THIS PROGRAM ENCOMPASSES EVERYTHING FROM INDUSTRY STANDARDS SETTING ACTIVITIES TO A COMMON DATABASE LINKING MANUFACTURERS AND AIRLINES FROM A REPAIR AND MAINTENANCE PERSPECTIVE. THE STANDARD SETTING ACTIVITIES PROVIDE COMMON PRACTICES AND EFFICIENCIES TO HELP AIRLINE INDUSTRY MEMBERS IN THE BACK END DAY-TO-DAY OPERATIONS. THE PROGRAM IS SELF-FUNDED THROUGH A SEPARATE MEMBERSHIP PROGRAM AND THE ENTIRE PROGRAM IS ACCOUNTED FOR AS UNRELATED BUSINESS INCOME ON THE ASSOCIATION'S 990-T. INDUSTRY CONSORTIUM INSURANCE PROGRAM - THIS INDUSTRY RELATED PROGRAM ALLOWS AIRPORT FUEL CONSORTIUM PARTICIPANTS TO PARTICIPATE IN AN INDUSTRY LEVEL INSURANCE PROGRAM FOR BOTH PROPERTY AND LIABILITY COVERING THE LARGEST AIRPORTS IN THE U.S. THE PROGRAM PROVIDES BENEFITS TO THE INDUSTRY AS A WHOLE AS NON-MEMBER AIRLINES PARTICIPATE THROUGH BEING A PART OF THE AIRPORT CONSORTIUM. THE RESULT OF THE PROGRAM IS TO MITIGATE RISK BY SPREADING IT OVER MULTIPLE LOCATIONS AND ULTIMATELY DRIVE DOWN THE COST OF PARTICIPATION AND OVERALL COVERAGE. THE FEES GENERATED BY THIS PROGRAM ARE ACCOUNTED FOR AS UNRELATED BUSINESS INCOME ON THE ASSOCIATION'S 990-T. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 115 0 1 90 1 1 1 0 0 0 1 1 0 1 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PAUL R ARCHAMBEAULT 2026264095 1275 PENNSYLVANIA AVE NW 1300 WASHINGTON DC 200042450 ED BASTIAN DIRECTOR 1.00 X 0 0 0 NANDO CESARONE DIRECTOR 1.00 X 0 0 0 MICHAEL STEEN DIRECTOR 1.00 X 0 0 0 ROBIN HAYES DIRECTOR 1.00 X 0 0 0 PETER INGRAM DIRECTOR 1.00 X 0 0 0 GARY KELLY DIRECTOR 1.00 X 0 0 0 SCOTT KIRBY DIRECTOR 1.00 X 0 0 0 ROBERT ISOM DIRECTOR 1.00 X 0 0 0 RICHARD SMITH DIRECTOR 1.00 X 0 0 0 BEN MINICUCCI DIRECTOR 1.00 X 0 0 0 NICHOLAS CALIO PRESIDENT & CEO 37.50 X 4697458 0 68479 PAUL ARCHAMBEAULT SVP, CFO & COO 37.50 X 645183 0 79970 PATRICA VERCELLI SVP, CHIEF LEGAL OFFICER 37.50 X 565640 0 53319 SHARON PINKERTON SVP, LEG & REG POLICY 37.50 X 774620 0 48437 CHRISTINE BURGESON SVP, GLOBAL GOV'T AFFAIRS 37.50 X 765530 0 68143 REBECCA SPICER SVP, COMMUNICATIONS 37.50 X 513089 0 69282 SHELLEY RUBINO VP, GLOBAL GOV'T AFFAIRS 37.50 X 566578 0 43068 JOSHUA SALTZMAN VP, GLOBAL GOV'T AFFAIRS 37.50 X 554271 0 71720 KEITH GLATZ SVP, INT'L AFFAIRS 37.50 X 533379 0 71720 KRISTINE O'BRIEN VP, GLOBAL GOV'T AFFIARS 37.50 X 417216 0 62576 JARROD THOMPSON VP. LEG & REG POLICY 37.50 X 397939 0 28189 10430903 0 664903 59 0 1 0 SKADDEN ARPS SLATE MEAGHER & FLOM LL PO BOX 1764 WHITE PLAINS NY 10602 INDUSTRY LITIGATION SUPPORT 1731125 LOS ANGELES AREA CHAMBER OF COMMERCE 350 S BIXEL ST LOS ANGELES CA 90017 INDUSTRY ADVOCACY SUPPORT 1050000 JACOBSENDANIELS ASSOCIATES LLC 121 PEARL STREET YPSILANTI MI 48197 INDUSTRY CONSULTING 913572 BEVERIDGE & DIAMOND 1900 N STREET NW SUITE 100 WASHINGTON DC 20036 INDUSTRY CONSULTING 688908 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 INDUSTRY CONSULTING 496559 26 MEMBERSHIP DUES 900099 33435434 33435434 INDUSTRY COORD PROGRAMS 900099 5380863 5078862 302001 KNOWN CREWMEMBER 900099 5024181 5024181 E-BUSINESS PROGRAM 541900 1136184 1136184 INDUSTRY FORUMS 541900 122065 122065 45098727 260399 260399 45359126 43538477 1560250 260399 8358249 13058068 749032 1495160 1695461 667984 84038 1703011 2036047 356071 326395 5061414 2519452 1113796 270608 476046 111634 INDUSTRY SUPPORT 2578386 LEGISLATIVE POLICY WORK 585231 ADMIN FEES 182800 DUES & SUBS 112475 128323 43669681 6160821 9181376 1848884 1853369 5543564 4621086 1298758 1180082 7279051 4873837 2816917 2405214 11591137 10246351 29260081 29487478 4108176 4853763 2003569 2164076 21818792 20694323 27930537 27712162 X 1329544 1775316 1329544 1775316 29260081 29487478 X 1689445 -1243673 X 0 1 X 1 0 7500 7500 0 7500 1 BRIAN JONES FOR LT GOVERNOR 2026 9460 TEGNER ROAD HILMAR CA 95324 922052065 1500 0 ANTHONY RENDON FOR TREASURER 2026 1787 TRIBUTE ROAD SUITE K SACRAMENTO CA 95815 922230345 1500 0 GALLAGHER FOR ASSEMBLY 2024 10093 DAVIS ROAD WILTON CA 95693 921195275 1500 0 CHRIS HOLDEN FOR SUPERVISOR 155 CORDOVA ST UNIT 302 PASADENA CA 91105 922119755 1500 0 TONI ATKINS FOR LIEUTENANT GOVERNER 2026 374 NO COAST HWY 101 SUITE 2 ENCINITAS CA 92024 862021909 1500 0 0 0 1 33435434 5766900 -4078400 1688500 6018378 -4329878 PART I-A, LINE 1: CAMPAIGN CONTRIBUTIONS 4887375 2714520 2172855 1669537 1437178 232359 722139 722139 0 2405214 RIGHT-OF-USE ASSET 10246351 10246351 AMOUNTS REFUNDABLE TO MEMBERS 34828 ACCRUED RETIREMENT BENEFITS 191579 ACCRUED POST-RETIREMENT BENEFITS 4288448 INSURANCE DEDUCTION POOLING FUND 1853369 LEASE LIABILITY 14326099 20694323 X 45359126 0 45359126 0 45359126 43669681 0 43669681 0 43669681 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE CODE AND APPLICABLE INCOME TAX REGULATIONS OF THE DISTRICT OF COLUMBIA EXCEPT FOR INCOME FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE. THE ASSOCIATION HAS NO PROVISION FOR FEDERAL TAXES ON INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE ASSOCIATION HAS A CUMULATIVE NET OPERATING LOSS CARRYFORWARD, WHICH AROSE FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE, PRIMARILY THE ASSOCIATION'S E-BUSINESS PROGRAM, CERTAIN FORUMS, PASS-THROUGH AND SUPPORT SERVICES THE ASSOCIATION PROVIDES TO ENTITIES THAT ARE SEPARATELY INCORPORATED. THE ASSOCIATION HAS DETERMINED THAT VALUATION ALLOWANCES ARE NECESSARY TO REDUCE THE DEFERRED TAX ASSETS TO ZERO BECAUSE THE ASSOCIATION'S ABILITY TO USE THE NET OPERATING LOSS BEFORE THE CARRYFORWARD PERIOD EXPIRES IS UNCERTAIN. X X X X X 1 1 X X X X 0 0 0 NICHOLAS CALIO PRESIDENT & CEO 2151617 0 2329088 0 216753 0 33000 0 38529 0 4768987 0 0 0 CHRISTINE BURGESON SVP, GLOBAL GOV'T AFFAIRS 764288 0 0 0 1242 0 24750 0 43393 0 833673 0 0 0 SHARON PINKERTON SVP, LEG & REG POLICY 771056 0 0 0 3564 0 33000 0 15437 0 823057 0 0 0 PAUL ARCHAMBEAULT SVP, CFO & COO 642861 0 0 0 2322 0 33000 0 50020 0 728203 0 0 0 JOSHUA SALTZMAN VP, GLOBAL GOV'T AFFAIRS 553461 0 0 0 810 0 24750 0 46970 0 625991 0 0 0 PATRICA VERCELLI SVP, CHIEF LEGAL OFFICER 562076 0 0 0 3564 0 24750 0 30069 0 620459 0 0 0 SHELLEY RUBINO VP, GLOBAL GOV'T AFFAIRS 564256 0 0 0 2322 0 28875 0 18037 0 613490 0 0 0 KEITH GLATZ SVP, INT'L AFFAIRS 532594 0 0 0 785 0 24750 0 46970 0 605099 0 0 0 REBECCA SPICER SVP, COMMUNICATIONS 511849 0 0 0 1240 0 24750 0 46032 0 583871 0 0 0 KRISTINE O'BRIEN VP, GLOBAL GOV'T AFFIARS 416805 0 0 0 411 0 16500 0 51076 0 484792 0 0 0 JARROD THOMPSON VP. LEG & REG POLICY 397313 0 0 0 626 0 24750 0 3439 0 426128 0 0 0 PART I, LINE 1A THE CHIEF EXECUTIVE OFFICER HAS FIRST-CLASS TRAVEL FOR BUSINESS AND LEISURE FOR HIM AND HIS SPOUSE. THE COST OF THE FLIGHTS ARE ALLOCATED THE SAME INDUSTRY YIELD NUMBER PROVIDED BY OUR CARRIERS AND THEN ADDED TO THE CEO'S W-2 AS TAXABLE INCOME. THE ASSOCIATION COVERS THE COST OF THE CEO'S COUNTRY CLUB DUES AND PERSONAL TAX PREPARATION SERVICES. THESE BENEFITS ARE ADDED TO THE CEO'S W-2 AS TAXABLE INCOME. FORM 990, PART III, LINE 1, CONT. THE ASSOCIATION'S FUNDAMENTAL PURPOSE IS TO FOSTER A BUSINESS AND REGULATORY ENVIRONMENT THAT ENSURES SAFE AND SECURE AIR TRANSPORTATION AND PERMITS U.S. AIRLINES TO FLOURISH, STIMULATING ECONOMIC GROWTH LOCALLY, NATIONALLY AND INTERNATIONALLY. BY WORKING WITH MEMBERS IN THE TECHNICAL, LEGAL AND POLITICAL ARENAS, A4A LEADS INDUSTRY EFFORTS TO FASHION CRUCIAL POLICY AND SUPPORTS MEASURES THAT ENHANCE AVIATION SAFETY, SECURITY AND WELL-BEING. A4A GOALS INCLUDE: - CHAMPIONING THE WORLD'S SAFEST TRANSPORTATION SYSTEM - PROTECTING AIRLINE PASSENGERS, CREWMEMBERS, AIRCRAFT AND CARGO, WORKING COLLABORATIVELY WITH THE DEPARTMENT OF HOMELAND SECURITY (DHS) AND THE TRANSPORTATION SECURITY ADMINISTRATION (TSA) - MODERNIZING THE U.S. AIR TRAFFIC MANAGEMENT SYSTEM VIA THE FEDERAL AVIATION ADMINISTRATION (FAA) CHALLENGING GOVERNMENT POLICIES THAT IMPOSE UNWISE REGULATORY BURDENS OR IMPINGE ON MARKETPLACE FREEDOMS - REDUCING THE DISPROPORTIONATE SHARE OF TAXES AND FEES PAID BY AIRLINES AND THEIR CUSTOMERS - IMPROVING THE INDUSTRY'S ABILITY TO ATTRACT THE CAPITAL NECESSARY TO MEET FUTURE DEMANDS - SHAPING INTERNATIONAL AVIATION POLICY TO ENSURE THAT U.S. AND FOREIGN CARRIERS CAN COMPETE ON EQUAL TERMS FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THREE CATEGORIES OF MEMBERSHIP: - OPERATOR MEMBERS: U.S. AIR CARRIERS (OR A HOLDING COMPANY THAT CONTROLS ONE OR MORE U.S. AIR CARRIERS) MAY BECOME OPERATOR MEMBERS AT THE DISCRETION OF THE BOARD. ANY U.S. AIR CARRIER THAT WAS AN OPERATOR MEMBER OF THE ORGANIZATION IN GOOD STANDING AS OF SEPTEMBER 1, 2011 SHALL BE AN OPERATOR MEMBER OF THE ORGANIZATION SUBJECT TO THE OTHER PROVISIONS OF THESE BYLAWS. - ASSOCIATE MEMBERS: FOREIGN AIR CARRIERS AND U.S. AIR CARRIERS (OR A HOLDING COMPANY THAT CONTROLS ONE OR MORE FOREIGN OR U.S. AIR CARRIERS) MAY BECOME ASSOCIATE MEMBERS AT THE DISCRETION OF THE BOARD. ANY FOREIGN AIR CARRIER THAT WAS AN ASSOCIATE MEMBER OF THE ORGANIZATION IN GOOD STANDING AS OF SEPTEMBER 1, 2011 SHALL BE AN ASSOCIATE MEMBER OF THE ORGANIZATION SUBJECT TO THE OTHER PROVISIONS OF THESE BYLAWS. - INDUSTRY MEMBERS: MANUFACTURERS, SUPPLIERS, OR OTHER SIMILAR ENTITIES ENGAGED IN THE AVIATION OR AEROSPACE INDUSTRIES MAY BECOME INDUSTRY MEMBERS UPON APPROVAL BY THE PRESIDENT. INDUSTRY MEMBERS HAVE LIMITED RIGHTS AS DETERMINED BY THE PRESIDENT, AND MAY NOT PARTICIPATE IN COUNCILS AND COMMITTEES, OR VOTE ON MATTERS RELATED TO THE ORGANIZATION'S AFFAIRS. FORM 990, PART VI, SECTION A, LINE 7A ALL OPERATOR MEMBERS CAN ELECT THE DIRECTORS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND 990-T ARE PREPARED WITH OUTSIDE ASSISTANCE AND REVIEWED INTERNALLY PRIOR TO FORWARDING TO THE IRS. THE ASSOCIATION NOTIFIES THE AUDIT AND FINANCE COMMITTEE AND THE BOARD THAT THE FORMS ARE FILED AND AVAILABLE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION ADOPTED A BOARD-LEVEL CONFLICT OF INTEREST POLICY EFFECTIVE SEPTEMBER 2010. THE CONFLICT OF INTEREST STATEMENTS FROM EACH DIRECTOR ARE UPDATED ANNUALLY. THE ASSOCIATION CONTINUES TO MAINTAIN A CONFLICT OF INTEREST POLICY COVERING ITS OFFICERS AND EMPLOYEES. THAT POLICY IS UPDATED ANNUALLY AND THE ASSOCIATION HAS A WHISTLE BLOWER POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION'S CEO COMPENSATION IS SET BY FORMAL WRITTEN CONTRACT AND WAS GOVERNED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE USED INDEPENDENT OUTSIDE CONSULTANTS AND MARKET-LEVEL DATA THAT INCLUDED OTHER ASSOCIATIONS COMPENSATION COMPARISONS TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION FOR THE CEO. THE RECOMMENDATION OF THE COMPENSATION COMMITTEE IS THEN APPROVED BY THE BOARD AND A FORMAL CONTRACT PREPARED. ANY AMENDMENT OR ADJUSTMENT TO THE CONTRACT IN FORCE IS THE RESPONSIBILITY OF THE CHAIRMAN AND THE BOARD. BEGINNING IN 2011, WITH A SHRINKING BOARD MEMBER COUNT, THE BOARD HANDLES THE COMPENSATION OF THE CEO WITH THE CHAIRMAN HANDLING THE RESPONSIBILITIES. AT SUCH TIME OF AN EXTENSION OR TERMINATION, THE BOARD, THROUGH EXECUTIVE SESSION HANDLES ALL MATTERS RELATIVE TO CEO COMPENSATION. THE CEO'S CONTRACT WAS EXTENDED THREE YEARS IN 2021 THROUGH DECEMBER 31, 2024 AND WILL AUTO-RENEW ANNUALLY UNLESS TERMINATED BY THE ASSOCIATION OR THE EXECUTIVE. THE PRESIDENT IN HIS CAPACITY AS CEO OF THE ASSOCIATION IS RESPONSIBLE FOR SETTING THE COMPENSATION OF OFFICERS AND EMPLOYEES. IN COORDINATION WITH THE CHIEF FINANCIAL OFFICER, AND DIRECTOR OF ADMINISTRATION, THE COMPENSATION OF ALL STAFF IS REVIEWED AGAINST MARKET DATA AND INDEPENDENT SALARY STUDIES FOR CORRESPONDING POSITIONS AND ADJUSTMENTS ARE MADE ACCORDINGLY IF NECESSARY. THIS INCLUDES MERIT INCREASE LEVELS AS WELL AS EQUITY ADJUSTMENTS. ANY RESULTING INCREASE IS THEN PRESENTED TO THE BOARD WITHIN THE ASSOCIATION'S BUDGET PROCESS FOR APPROVAL. EACH TIME A VACANCY OCCURS, CURRENT MARKET CONDITIONS, DRIVEN BY APPLICANTS, TENDS TO INFLUENCE COMPENSATION AMOUNTS. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE, HOWEVER, ITS TAX RETURNS ARE AVAILABLE VIA REQUEST, AS REQUIRED BY LAW. FORM 990, PART XI, LINE 9: OTHER DEFINED BENEFIT CHANGES -146,467. NET PERIODIC BENEFIT CHANGES -1,119,317. SURPLUS APPROPRIATION 22,111.