2024-04-26T16:07:56-05:00 2023-12-31 814277254 KHA ACCOUNTANTS PLLC 4880 LONG PRAIRIE ROAD SUITE 100 FLOWER MOUND TX 75028 990 2023-01-01 751919587 TRANSPORT WORKERS UNION OF AMERICA LOCAL 550 TRAN 8503222839 PO BOX 540753 DALLAS TX 75354 ANTHONY ZANGRILLI TREASURER 8503222839 2024-04-25 1 ANTHONY ZANGRILLI 999009999 0 CYNTHIA GRIECO P00643849 9722212500 2024-04-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z PO BOX 540753 DALLAS TX 75354 1092551 0 X WWW.TWU550.ORG X 1982 TX REPRESENTING FLIGHT DISPATCHERS AND DISPATCHERS' ASSISTANTS AS SOLE BARGAINING AGENT. 12 12 0 12 0 0 0 0 805136 1026307 44981 52610 0 0 850117 1078917 0 0 0 0 0 0 0 0 0 806241 1008751 806241 1008751 43876 70166 1773216 1829092 62512 48314 1710704 1780778 X REPRESENTING FLIGHT DISPATCHERS AND DISPATCHERS' ASSISTANTS AS SOLE BARGAINING AGENT. 0 0 952760 TRANSPORT WORKERS UNION OF AMERICA IS A LABOR ORGANIZATION WHICH FUNCTIONS AS THE LEGAL REPRESENTATIVE AND SOLE BARGAINING AGENT FOR THE FLIGHT DISPATCHERS, DISPATCH ASSISTANTS, AND METEOROLOGISTS EMPLOYED BY SOUTHWEST AIRLINES. THE ORGANIZATION'S ACTIVITIES INCLUDE NEGOTIATING AMENDMENTS TO THE LABOR AGREEMENT, NEGOTIATING DISPATCHER COMPENSATION AND BENEFITS, REPRESENTING MEMBERS IN DISCIPLINARY ACTIONS (INCLUDING PAYING RELATED FINES ASSESSED AGAINST THE MEMBER) OR GRIEVANCE PROCEDURES AND CONDUCTING STANDARDIZATIONS/SAFETY PROGRAM WITH THE PILOTS AND SOUTHWEST AIRLINES. THE ORGANIZATION ALSO FUNCTIONS TO IMPROVE ITS MEMBERS' WORKING CONDITIONS AND HELP DEVELOP A HIGHER DEGREE OF EFFICIENCY AND PRODUCTIVITY OF ITS MEMBERS IN ORDER TO IMPROVE THE SAFETY AND EFFICIENCY OF AIR TRANSPORTATION. AS PART OF ITS ACTIVITY OF IMPROVING EMPLOYEE MORALE, THE ORGANIZATION SENDS FLOWERS OR AN APPROPRIATE DE MINIMUS GIFT IN EVENT OF DEATH, BIRTH, OR SERIOUS ILLNESS IN THE FAMILY OF A SOUTHWEST AIRLINES EMPLOYEE. AS OF DECEMBER 31, 2023, THERE WERE 557 MEMBERS OF THE ORGANIZATION. 952760 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 12 12 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X ANTHONY ZANGRILLI 8503222839 PO BOX 540753 DALLAS TX 753540753 X BRIAN BROWN PRESIDENT 15.00 X 0 0 0 JEFF JACKSON VICE PRESIDENT 15.00 X 0 0 0 JOHN DIPAOLO SECRETARY 10.00 X 0 0 0 ANTHONY ZANGRILLI TREASURER 10.00 X 0 0 0 CHRIS LESTER AT-LARGE REPRESENTATIVE 1 7.50 X 0 0 0 KEVIN THURSTON VICE-PRESIDENT 2.00 X 0 0 0 BILL KALIVAS SOD REPRESENTATIVE 5.00 X 0 0 0 STEFANIE ALEXANDER AT-LARGE REPRESENTATIVE 2 5.00 X 0 0 0 JOHN GORDON DISPATCH REPRESENTATIVE 2 5.00 X 0 0 0 BRIAN PRELESNIK SPECIAL CLASSIFICATION REP 1.00 X 0 0 0 MATT PAYNE ASSITANT REPRESENTATIVE 1.00 X 0 0 0 DALE GENTRY SECRETARY 10.00 X 0 0 0 MITCH HOLIN AT-LARGE REPRESENTATIVE 3 1.00 X 0 0 0 BRENT BACHMAN DISPATCH REPRESENTATIVE 1 1.00 X 0 0 0 GREG MCNEIL SPECIAL CLASSIFICATION REP 1.00 X 0 0 0 BRANDON EDWARDS ASSITANT REPRESENTATIVE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES & ASSE 561000 1026307 1026307 1026307 66244 66244 13634 -13634 -13634 -13634 1078917 1026307 0 52610 14212 14212 23670 23670 6224 6224 15508 15508 4572 4572 57 57 6142 6142 UNION COVERAGE 603506 603506 UNION TWU 307944 307944 ADF DUES 15660 15660 ELECTION BALLOTING 6866 6866 4390 4390 1008751 952760 55991 0 58630 52879 304237 479475 8438 7301 57 1137 1358357 1255601 51935 40000 1773216 1829092 62512 48314 62512 48314 X 1710704 1780778 1710704 1780778 1773216 1829092 X 70166 -92 X 0 1 X 1 0 1 1 0 7493 6356 1137 945 945 0 1137 BLACKROCK MULTI ASSET INC PORTFOLIO A 42674 C COHEN & STEERS FUND PREF SECURITIES & INCOME 85242 C DODGE & COX FUNDS INCOME FUND 132845 C DRIEHAUS FDS 48675 C ISHARES TRUST 11140 C OPPENHEIMER INTERNATIONAL GROWTH A 109698 C PROFESSIONALLY MGD PTFL OSTERWEIS STRATEGIC INC FD 61717 C T ROWE PRICE GROWTH STOCK FUND 104318 C VANGUARD CONSUMER STAPLES INDX ADMIRAL 154071 C VANGUARD EQUITY INCOME FUND 157370 C VANGUARD SHORT TERM INVT GRADE ADMIRAL 98541 C VANGUARD SMALL CAP VALUE INDEX FUND 86128 C VIRTUS SEIX US GOVT SEC ULTRA SHRT 163182 C 1255601 OPERATING LEASE OBLIGATION - ST 15129 OPERATING LEASE OBLIGATION - LT 33185 48314 X 1169588 90671 90671 1078917 0 1078917 998910 135230 135230 863680 145071 145071 1008751 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL INCOME TAX RETURNS OF THE ORGANIZATION ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. PART XII, LINE 2D - OTHER ADJUSTMENTS: ENDING ACCOUNTS PAYABLE 135,230. PART XII, LINE 4B - OTHER ADJUSTMENTS: BEGINNING ACCOUNTS PAYABLE 145,071. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THERE ARE 10 BOARD MEMBERS AND A TOTAL OF 577 MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - MEMBERS ELECT THE GOVERNING BODY ANNUALLY AT THEIR MAY MEETING. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - DECISIONS ARE VOTED ON AT QUARTERLY MEETINGS WHICH ARE OPEN TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY MEMBER FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: DISCREPANCY BETWEEN AUDIT AND TAX COST BASIS -92.