2024-08-09T12:22:02-05:00 2023-09-30 274461251 THE CJ CPA GROUP PLLC 6801 GAYLORD PARKWAY SUITE 302 FRISCO TX 75034 990 2022-10-01 751870759 TRANSPORT WORKERS UNION OF AMERICA LOCAL TRAN 8009697932 8787 NORTH STEMMONS FWY DALLAS TX 75247 MELISSA LEYVA SEC/TREASURER 8009697932 2024-08-07 1 0 BRADLEY L RATLIFF P01308442 9722028000 2022 2024-08-08 14:25:15Z LYN MONTGOMERY 8787 NORTH STEMMONS FREEWAY DALLAS TX 75247 12533685 0 0694 X WWW.TWU556.ORG X LABOR UNION 1981 TX CONTRACT NEGOTIATION, ADMINISTRATION & MANAGMENT FOR A LOCAL LABOR UNION 22 22 4 0 0 0 0 0 10382620 12370289 0 0 118334 163396 10500954 12533685 0 0 0 0 5838094 6573691 0 0 0 5160190 5770455 10998284 12344146 -497330 189539 6072391 6262833 515 1417 6071876 6261416 CONTRACT NEGOTIATION, ADMINISTRATION & MANAGEMENT FOR A LOCAL LABOR UNION 0 0 11060097 12533685 LABOR CONTRACT ADMINSTRATION FOR 21,013 MEMBERS OF A LOCAL LABOR UNION, INCLUDING GRIEVANCES, ARBITRATION, SAFETY PROGRAMS & NEGOTIATION OF NEW CONTRACTS N/A N/A 11060097 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 1 15 0 4 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 X JOHN PARROTT 2123529110 8787 NORTH STEMMONS FREEWAY DALLAS TX 75247 ALISON HEAD DEBM ATL 18.00 X 57842 0 0 ASHLEY BREUER REC SECRETARY 18.00 X 83263 0 0 BRIAN OROZCO DEBM LAS 18.00 X 69652 0 0 CHARLA MILLER BOARD MBR AT LARGE 13.00 X 80183 0 0 CORLISS KING 2ND VP 18.00 X 116154 0 0 DAMION WEST DEBM BWI 24.00 X 37711 0 0 DANIEL MODELO BOARD MBR AT LARGE 18.00 X 67169 0 0 DAVID JACKSON DEBM HOU 21.00 X 102756 0 0 DONNA KEITH DEBM MDW 33.00 X 109686 0 0 GAYLE MIDDLETON GRIEVANCE TEAM 20.00 X 115400 0 0 JAMIE SIMPSON DEBM DEN 18.00 X 93536 0 0 JOHN DIPIPPA DEBM PHX 18.00 X 28550 0 0 JOSHUA ROSENBERG DEBM OAK 18.00 X 79523 0 0 KATHLEEN HOGAN BOARD MBR AT LARGE 13.00 X 62542 0 0 KRISTEN LOUCKS BOARD MBR AT LARGE 18.00 X 36122 0 0 KRISTIE SCARBROUGH DEBM DAL 10.00 X 87090 0 0 LYN MONTGOMERY PRESIDENT 32.00 X 114595 0 0 MARK TORREZ DEBM LAX 18.00 X 102512 0 0 MELISSA LEYVA TRES/FIN SEC 18.00 X 76216 0 0 MICHAEL MASSONI 1ST VP 18.00 X 125296 0 0 MICHAEL SHY DEBM MCO 18.00 X 126267 0 0 RENDA MARSH BOARD MBR AT LARGE 18.00 X 111056 0 0 MELISSA GRUBE DEBM BAL 18.00 X 80799 0 0 1963920 0 0 9 0 0 0 0 MEMBERSHIP DUES 900009 12370289 12370289 12370289 INVESTMENT INCOME 900009 76673 76673 REIMBURSEMENTS 900009 45123 45123 MISCELLANEOUS 900009 41600 41600 163396 12533685 12533685 0 0 1963920 1963920 4556081 4556081 29011 29011 24679 24679 231175 231175 29976 29976 234390 234390 386666 386666 434133 434133 3170066 3170066 86820 86820 89009 89009 GENERAL & ADMIN 1067846 1067846 DONATIONS/FLOWERS/GIFTS 37476 37476 TAX EXPENSE 2898 2898 12344146 11060097 1284049 0 1629801 1785574 3816638 3943061 40000 1069628 950851 189970 118777 395982 415421 6072391 6262833 515 1417 515 1417 X 6071876 6261416 6071876 6261416 6072391 6262833 189539 0 X X 0 1 X 1 0 78382 58831 19551 969243 870017 99226 22003 22003 0 118777 OTHER LIABILITIES 1417 1417 X PART X, LINE 2: THE LOCAL FOLLOWS FASB ASC 740-10, INCOME TAXES OVERALL. UNDER THAT GUIDANCE, THE LOCAL MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE LOCAL AND POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME ("UBIT"). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE LOCAL HAS ASSESSED ITS FEDERAL AND STATE TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNRELATED BUSINESS INCOME TAXES AND NO UNCERTAINTIES OR POSSIBLE RELATED EFFECTS THAT NEED TO BE RECORDED AS OF OR FOR THE YEAR ENDED SEPTEMBER 30, 2023. THE LOCAL'S FEDERAL TAX RETURNS FOR THE YEAR 2020 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES FORM 990, PART VI, SECTION A, LINE 6 LOCAL 556 IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF LOCAL 556 ARE EMPLOYED BY SOUTHWEST AIRLINES. THE MEMBERSHIP VOTES FOR ITS OFFICERS AND EXECUTIVE BOARD MEMBERS ON A PERIODIC ELECTION CYCLE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE BOARD, PRESIDENT AND THE SECRETARY AND TREASURER BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY ANY MEMBER OF LOCAL 556.