2025-11-17T16:37:29-05:00 2024-12-31 990 2024-01-01 756487482 SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN SOUT 8009697972 5221 N O CONNOR BLVD STE 500 IRVING TX 76039 Nia Williams Director of Finance 2147224293 2025-11-17 2024 2025-03-06 01:10:19Z X Jody Reven 5221 N O CONNOR BLVD STE 500 IRVING TX 75039 12961723 false X X 1992 TX THE PURPOSE OF THE PLAN AND RELATED TRUST IS TO ESTABLISH AND MAINTAIN A FUND TO WHICH PILOTS CAN MAKE CONTRIBUTIONS THAT PROVIDE CASH PAYMENTS TO PILOTS WHO BECOME DISABLED AND SUFFER A LOSS OF INCOME THAT IS NOT REPLACED BY THE OTHER DISABILITY PROGRAMS IN WHICH THE PILOTS PARTICIPATE. 27 27 0 0 0 0 11685727 12769651 0 0 131126 190619 0 0 11816853 12960270 0 0 236394 126911 0 0 0 0 0 11586894 12132790 11823288 12259701 -6435 700569 3658498 4318596 1062044 1043496 2596454 3275100 THE PURPOSE OF THE PLAN AND RELATED TRUST IS TO ESTABLISH AND MAINTAIN A FUND TO WHICH PILOTS CAN MAKE CONTRIBUTIONS THAT PROVIDE CASH PAYMENTS TO PILOTS WHO BECOME DISABLED AND SUFFER A LOSS OF INCOME THAT IS NOT REPLACED BY THE OTHER DISABILITY PROGRAMS IN WHICH THE PILOTS PARTICIPATE. false false 126911 0 0 THE PLAN PROVIDES DISABILITY DEATH AND OTHER RELATED BENEFITS TO OR FOR THE BENEFIT OF ELIGIBLE EMPLOYEES WHO ELECT TO PARTICIPATE IN THE PLAN. 0 0 0 0 0 0 0 0 0 126911 false false false false false false false false false true false true false false false true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 1 0 0 false false false false false false false 0 false false false 27 27 false false false false false false false false false false false true false false false false false false X Nia Williams 2147224293 5221 N O CONNOR BLVD STE 500 IRVING TX 76039 Patrick Shanahan EXECUTIVE DIRECTOR 1.00 40.00 X 0 285742 51120 Brian Hickman DIRECTOR OF FINANCE 15.00 40.00 X 0 264484 47196 CASEY MURRAY PRESIDENT 5.00 40.00 X X 0 0 0 Omid Nekouei VICE PRESIDENT 5.00 40.00 X X 0 0 0 Gary Ketchum 2ND VICE PRESIDENT 5.00 40.00 X X 0 0 0 IVAR OLAV TAKLE BOD - ATL - CHAIR 1.00 15.00 X 0 0 0 DANIEL MONG BOD - ATL - VICE-CHAIR 1.00 15.00 X 0 0 0 MIKE PISCITELLI BOD - BWI - CHAIR 1.00 15.00 X 0 0 0 MATTHEW WRIGHT BOD - DAL - CHAIR 1.00 15.00 X 0 0 0 Chess Fulton BOD - DAL - VICE-CHAIR 1.00 15.00 X 0 0 0 MARK POWERS BOD - DEN - CHAIR 1.00 15.00 X 0 0 0 KEVIN HORNBURG BOD - DEN - VICE-CHAIR 1.00 15.00 X 0 0 0 MICHAEL INDE BOD - HOU - CHAIR 1.00 15.00 X 0 0 0 John Fisher BOD - HOU - VICE-CHAIR 1.00 15.00 X 0 0 0 MICHAEL LIK BOD - LAS - CHAIR 1.00 15.00 X 0 0 0 Dennis O'Leary BOD - LAS - VICE-CHAIR 1.00 15.00 X 0 0 0 MICHAEL CALLAGHAN BOD - LAX - CHAIR 1.00 15.00 X 0 0 0 Brian Anderson BOD - LAX - VICE-CHAIR 1.00 15.00 X 0 0 0 Joe Mondello BOD - MCO - VICE-CHAIR 1.00 15.00 X 0 0 0 MICHAEL ANZALOTTI BOD - MDW - CHAIR 1.00 15.00 X 0 0 0 Kelly Hanley BOD - MDW - VICE-CHAIR 1.00 15.00 X 0 0 0 CHRISTOPHER DAVIS BOD - OAK - CHAIR 1.00 15.00 X 0 0 0 John Lo BOD - OAK - VICE-CHAIR 1.00 15.00 X 0 0 0 KEVIN REECE BOD - PHX - CHAIR 1.00 15.00 X 0 0 0 BRIAN MARIN BOD - PHX - VICE-CHAIR 1.00 15.00 X 0 0 0 DAVID PECK BOD - MCO - CHAIR 1.00 15.00 X 0 0 0 JIM ARCHER BOD - MCO - CHAIR 1.00 15.00 X 0 0 0 DAREN BLACK BOD - BWI - VICE-CHAIR 1.00 15.00 X 0 0 0 TOM BAKE BOD - BWI - VICE-CHAIR 1.00 15.00 X 0 0 0 KELLY HANLEY BOD - BNA - CHAIR 1.00 15.00 X 0 0 0 ANDY SOWELL BOD - BNA - VICE-CHAIR 1.00 15.00 X 0 0 0 0 550226 98316 0 true true false 0 0 0 0 0 12769651 0 12769651 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 190825 0 0 190825 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1247 0 1453 0 -206 0 -206 0 0 -206 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 0 0 0 0 0 0 0 12960270 0 0 190619 0 0 0 0 0 0 126911 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 0 0 0 0 0 14900 0 0 0 0 0 0 0 0 0 1247 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 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 Premiums 12116643 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12259701 0 0 0 0 0 0 0 839520 723147 0 0 0 0 0 609023 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2818978 2986426 0 0 0 0 0 0 3658498 4318596 1062044 1043496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1062044 1043496 X 0 0 0 0 2596454 3275100 2596454 3275100 3658498 4318596 700569 -21923 0 0 0 0 X X false true X true false 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 0 1 0 false false Vanguard Wellsley Inc - Fund Admiral 2986426 F 2986426 X 12937100 -21923 -21923 12959023 1247 1247 12960270 12258454 0 12258454 1247 1247 12259701 Part X, line 2 The trust funding certain benefits of the Plan received an exemption letter from the Internal Revenue Service IRS dated July 16 1996 stating that the trust is tax exempt under the provisions of Section 501c9 of the IRC. However as a result of the Plans funding policy from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2024 or 2023 for unrelated business taxable income. 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 Part I to XII | PartandLinenumber:,Explanation:| Part V General,Permanently restricted net assets at both December 31 2024 and 2023 totaled $857,944. This consists of contributions that were made to the Plan by a former officer of the Company with the express condition that the principal amount of the contributions be invested and reinvested for the benefit of the Plan but only the cumulative net income derived from the principal be available for distribution by the plan.| Part X Line 2,Continued The Plan is subject to routine audits by taxing jurisdictions; however here are currently no audits for any tax periods in progress.| false false false Patrick Shanahan EXECUTIVE DIRECTOR 0 285742 0 500 0 780 0 51120 0 30949 0 369091 0 0 Brian Hickman DIRECTOR OF FINANCE 0 264484 0 500 0 780 0 47196 0 16083 0 329043 0 0 Part VI, Section B, Line 1 THE SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN WAS ESTABLISHED AND IS MAINTAINED BY THE SOUTHWEST AIRLINES PILOTS ASSOCIATION SWAPA. PER THE SUMMAR Y PLAN DESCRIPTION AND POLICY MANUAL THE AEROMEDICAL AND PILOT BENEFITS COMMITTEE IS GIVEN OVERSIGHT OF THE PILOT MUTUAL AID PLAN AT THE DIRECTION OF SWAPAS BOARD OF DIRECTORS. SO WHILE THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY WILL BE THE SAME AS THE NUMBER OF VOTING MEMBERS OF SWAPAS GOVERNING BODY ONLY THE PLAN ADMINISTRATOR AND PRINCIPAL MEMBERS OF MANAGEMENT ARE LISTED IN PART VII SECTION A OF THE FORM 990 AS WELL AS SWAPAS BOARD MEMBERS. Part VI, Line 8a NOT APPLICABLE Part VI, Line 11a The organization provided a complete copy of Form 990 to all members of its governing body before filing. Part VI, Line 19 THE ORGANIZATIONS GOVERNING DOCUMENTS POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Part XII, Line 2c No changes from the prior year. Southwest Airlines Pilots Association 5221 N O Connor Blvd Ste 500 Irving TX 76039 751711418 Labor Union TX 501(C)(5) N/A false Southwest Airlines Pilots Association Charitbale Fund 5221 N O Connor Blvd Ste 500 Irving TX 76039 455485858 Grant Making TX 501(C)(3) N/A Southwest Airlines Pilots Association false SWAPA Scholarship Fund 5221 N O Connor Blvd Ste 500 Irving TX 76039 722831556 Scholarship TX 501(C)(3) N/A Southwest Airlines Pilots Association false Southwest Airlines Pilots Association VEBA Trust 5221 N O Connor Blvd Ste 500 Irving TX 76039 906126130 Member Benefits TX 501(C)(9) Southwest Airlines Pilots Association false Southwest Airlines Pilots Association Political Action Committee 5221 N O Conner Suite 500 Irving TX 76039 000000000 Political TX N/A Southwest Airlines false false false false false false false false false false false false false true true true false false false false Southwest Airlines Pilots Association M See Statement Southwest Airlines Pilots Association N See Statement Southwest Airlines Pilots Association O See Statement Part V General 1. The Southwest Airlines Pilots Association Employees and board members of the aeromedical and pilots benefits committee perform services to support the plan. The value of these services is not readily determinable; however it is not material to the plans financial statements. Part V General 2 The Southwest airlines Pilots Association shares the facility equipment and mailing lists to support the plan. The value of these shared assets is not readily determinable; however it is not material to the plans financial statements Part V General 3. The Southwest Airlines Pilots Association contributes accounting and administrative support to the plan. The value of these services is not readily determinable; however it is not material to the plans financial statements.