2023-11-10T14:22:27-06:00 2022-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2022-01-01 132577386 MM&P MARITIME ADVANCEMENT TRAINING EDUCATION & SAFETY PROGRAM MM&P 4108595700 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 DONALD MARCUS CHAIRMAN 4108595700 2023-11-09 1 DONALD MARCUS 999009999 0 SCOTT D RODGVILLE CPA P00365285 4103565900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD MARCUS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 2952967 0 X WWW.MITAGS.ORG; WWW.MATES.ORG X 1967 MD CONTINUED EDUCATION AND CERTIFICATION OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS MEMBERS, INDEPENDENT MARITIME MEMBERS, PILOT GROUPS, AND OTHER SHIPPING COMPANY EMPLOYEES WHO ARE MARITIME MEMBERS. 14 9 144 9 0 0 1210320 53527 3330914 2156721 1855 0 416296 742719 4959385 2952967 0 0 0 0 4273409 2568889 0 0 0 3680827 492715 7954236 3061604 -2994851 -108637 12191670 12197535 8271798 8127250 3919872 4070285 CONTINUED EDUCATION AND CERTIFICATION OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS MEMBERS, INDEPENDENT MARINERS, PILOT GROUPS, AND OTHER SHIPPING COMPANY EMPLOYEES. 0 0 953726 2899440 ACADEMIC CENTER- TUTITION AND RELATED SERVICES:THE ACADEMIC DIVISION OF THE MARITIME INSTITUTE, LOCATED IN LINTHICUM HEIGHTS, MD, PROVIDES HIGH QUALITY CONTINUING EDUCATION AND RE-CERTIFICATIONS FOR THE MARITIME INDUSTRY. IN ADDITION TO TRAINING THE MEMBERS OF THE IOMM&P, THE INSTITUTE TRAINS MANY MEMBERS IN THE U.S. MILITARY, FOREIGN GOVERNMENTS, U.S. SHIPPING COMPANIES, PILOT ORGANIZATIONS, INDEPENDENT MARINERS, TUG AND BARGE COMPANIES, ETC. THE MARITIME INSTITUTE OF TECHNOLOGY ALSO PROVIDES GROUND-BREAKING RESEARCH AND DEVELOPMENT FOR THE GOVERNMENT AND PRIVATE INDUSTRY. THE INSTITUTE IS ALSO CERTIFIED BY THE MARYLAND HIGHER EDUCATION COMMISSION AS A SCHOOL OF HIGHER LEARNING. 16425 PACIFIC MARITIME (PMI):THE PACIFIC MARITIME INSTITUTE, LOCATED IN SEATTLE, WA, PROVIDES THE SAME HIGH LEVEL OF CONTINUING EDUCATION AND RE-CERTIFICATIONS TO OUR SEATTLE AREA IOMM&P MEMBERS, AND MEMBERS IN THE U.S. MILITARY, SHIPPING COMPANIES, PILOT ORGANIZATIONS, ETC. AS THAT OF OUR MARYLAND CAMPUS. THE PMI IS ALSO HEAVILY INVOLVED IN GROUND-BREAKING RESEACH, DEVELOPMENT, AND MODELING FOR THE MARITIME INDUSTRY. ADDITIONALLY, PMI IS A CERTIFIED VOCATIONAL SCHOOL IN THE STATE OF WASHINGTON. 970151 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 50 0 1 144 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BOARD OF TRUSTEES 4108508500 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 MR DONALD JOSBERGER TRUSTEE 0.50 43.00 X 0 258671 60383 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 1.00 47.50 X X 0 229155 59711 MR EDWARD MORGAN TRUSTEE, SECRETARY, TREASU 1.00 9.00 X X 0 0 0 CAPT JOHN SULLIVAN TRUSTEE 0.50 4.50 X 0 0 0 MR THOMAS LARKIN TRUSTEE 0.50 4.50 X 0 194936 48121 MR ED HANLEY TRUSTEE 0.50 4.50 X 0 0 0 MR DAVID SCOTT PUTTY TRUSTEE 0.50 4.00 X 0 0 0 MR LARS TURNER TRUSTEE 0.50 4.50 X 0 189445 48932 MR DANIEL DRISCOLL TRUSTEE 0.50 4.50 X 0 0 0 MR EDWARD WASHBURN TRUSTEE 0.50 4.50 X 0 0 0 MR LAWRENCE LYONS TRUSTEE 0.50 4.50 X 0 0 0 MR BORIANA FARRAR TRUSTEE 0.50 4.50 X 0 0 0 MR JEREMY HOPE TRUSTEE 0.50 4.50 X 0 198778 50789 MR MICHAEL LABONTE TRUSTEE 0.50 4.50 X 0 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 0.50 39.50 X 2428 220327 57014 MR GLEN PAINE FORMER-EXECUTIVE DIRECTOR 40.00 5.00 X 142583 0 22759 MS ELIZABETH SEMONAVICK CONTROLLER 40.00 X 131888 0 26214 MR ERIC FRIEND EXECUTIVE DIRECTOR 40.00 X 169394 0 54761 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 0.50 39.50 X 1674 151894 46527 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 0.50 39.50 X 1741 158007 56839 MR KEN RYAN TRUST DEPT. MANAGER 0.50 39.50 X 2160 196040 56094 MR MICHAEL MCCULLOUGH EMPLOYEE 40.00 X 1519 137833 27488 MR JOSEPH GIUSTO EMPLOYEE 0.50 39.50 X 1449 131513 29833 MR DAVID ROMANO EMPLOYEE 40.00 X 1211 109906 43390 MR JAMES CLEMENTS EMPLOYEE 40.00 X 144357 0 48278 MR MICHAEL CONWAY EMPLOYEE 40.00 X 119128 0 25346 719532 2176505 762479 5 0 1 0 FLIK INTERNATIONAL CORP PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 2641366 MY CLEANING SERVICES 2701 CRESMONT AVE BALTIMORE MD 21211 CLEANING SERVICE 844505 PORT OF SEATTLE PO BOX 24507 SEATTLE WA 98124 RENTAL SERVICE 260632 RF WARDER INC 10556 PHILADELPHIA RD WHITE MARSH MD 21162 CONSTRUCTION SERVICES 131390 DDS 4696 MILLENNIUM DRIVE SUITE 125 BELCAMP MD 21017 IT SERVICES 123638 8 53527 53527 EMPLOYER CONTRIBUTIONS 900099 2156721 2156721 2156721 741135 0 741135 741135 741135 OTHER REVENUE 900099 1584 1584 1584 2952967 2899440 0 0 X 557964 524486 33478 1328899 554499 774400 162104 35632 126472 368825 205412 163413 151097 82927 68170 131557 10052 121505 56135 135 56000 414911 379979 34932 58882 47789 11093 115289 115289 81764 61298 20466 231088 231088 1207927 1153479 54448 58985 47713 11272 BUILDING AND EQUIPMENT 405560 355715 49845 BANK SERVICE CHARGES 167930 2668 165262 TELEPHONE AND COMMUNICA 111335 33993 77342 GROUNDS MAINTENANCE 95670 95670 -2644318 -2736585 92267 3061604 970151 2091453 0 809552 923121 1028988 529137 729894 533139 34056 461312 257676 63964107 55964997 8904534 7999110 223240 151670 94 1803682 12191670 12197535 1615578 1431108 320135 314679 6187367 5820319 148718 430759 0 130385 8271798 8127250 X 3919872 4070285 3919872 4070285 12191670 12197535 X -108637 259050 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 921918 921918 33958060 28949619 5008441 946734 890692 56042 27894648 25954203 1940445 242747 170483 72264 7999110 RIGHT OF USE ASSET 387598 SECURITY DEPOSIT 12069 DUE TO/FROM RELATED PARTY 1404015 1803682 DUE TO RELATED PARTIES 130385 130385 X PART X, LINE 2: THE PROGRAM FOLLOWS THE PROVISIONS OF FASB ASC, ACCOUNTING FOR INCOME TAXES. THIS TOPIC REQUIRES THE PROGRAM TO RECOGNIZE OR DISCLOSE ANY TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE OR RECOGNITION UNDER THE TOPIC. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS LOCATED IN A RESOLUTION ADOPTED BY THE GOVERNING BODY. X 1 0 X 0 0 0 0 0 0 0 0 0 MR DONALD JOSBERGER TRUSTEE 0 203154 0 0 0 55517 0 34218 0 26165 0 319054 0 0 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 0 189081 0 0 0 40074 0 33258 0 26453 0 288866 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 2428 220327 0 0 0 0 296 26817 326 29575 3050 276719 0 0 MR KEN RYAN TRUST DEPT. MANAGER 2160 196040 0 0 0 0 286 25915 326 29567 2772 251522 0 0 MR JEREMY HOPE TRUSTEE 0 169453 0 0 0 29325 0 23946 0 26843 0 249567 0 0 MR THOMAS LARKIN TRUSTEE 0 169453 0 0 0 25483 0 21272 0 26849 0 243057 0 0 MR LARS TURNER TRUSTEE 0 165453 0 0 0 23992 0 22092 0 26840 0 238377 0 0 MR ERIC FRIEND EXECUTIVE DIRECTOR 169394 0 0 0 0 0 25409 0 29352 0 224155 0 0 0 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 1741 158007 0 0 0 0 294 26644 326 29575 2361 214226 0 0 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 1674 151894 0 0 0 0 181 16445 326 29575 2181 197914 0 0 MR JAMES CLEMENTS EMPLOYEE 144357 0 0 0 0 0 18926 0 29352 0 192635 0 0 0 MR MICHAEL MCCULLOUGH EMPLOYEE 1519 137833 0 0 0 0 81 7375 218 19814 1818 165022 0 0 MR GLEN PAINE FORMER-EXECUTIVE DIRECTOR 142583 0 0 0 0 0 20313 0 2446 0 165342 0 0 0 MR JOSEPH GIUSTO EMPLOYEE 1449 131513 0 0 0 0 105 9559 220 19949 1774 161021 0 0 MS ELIZABETH SEMONAVICK CONTROLLER 131888 0 0 0 0 0 6594 0 19620 0 158102 0 0 0 MR DAVID ROMANO EMPLOYEE 1211 109906 0 0 0 0 147 13350 326 29567 1684 152823 0 0 FORM 990, PART VI, SECTION A, LINE 7A EMPLOYERS APPOINT TRUSTEES BASED UPON LEVEL OF PARTICIPATION. EACH OF THE SEVEN LARGEST EMPLOYERS THAT PARTICIPATE IN ALL OF THE RELATED PLANS ARE ELIGIBLE TO APPOINT A TRUSTEE. THE REMAINING EMPLOYERS ARE ALLOWED TO APPOINT FOUR ALTERNATE TRUSTEES. IN ADDITION, THE GENERAL EXECUTIVE BOARD OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS, THE SPONSORING UNION, APPOINTS SEVEN REGULAR TRUSTEES AND NO ALTERNATE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE GOVERNING BODY AND OTHER COVERED INDIVIDUALS REQUIRES THAT CONFLICTS OF INTEREST BE AVOIDED AND DISCLOSED. ANY POTENTIAL CONFLICTS WOULD BE REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND GOVERNING BODY AND ANY INDIVIDUAL WITH A CONFLICT WOULD BE EXCLUDED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS WITH RESPECT TO THE ISSUE OR TRANSACTION. ADDITIONALLY, THE ORGANIZATION REQUIRES ITS TRUSTEES AND OTHER COVERED INDIVIDUALS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AND 1024 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THAT THE PLAN MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE PLAN DOES NOT DO SO. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 354,488. MANAGEMENT AND GENERAL EXPENSES 34,932. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 389,420. CLEANING SERVICES: PROGRAM SERVICE EXPENSES 25,491. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,491. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. FORM 990, PART XI, LINE 9: 2021 990 WAS FILED PRIOR TO THE FINANCIAL STATEMENT BEING COMPLETED. THIS HAS RESULTED IN A PRIOR YEAR ADJUSTMENTS ON THE ORGANIZATION CURRENT YEAR FORM 990 IN THE AMOUNT OF $259,050. MASTERS MATES & PILOTS PENSION PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 136372630 TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES MD 401 0 MM&P HEALTH & BENEFIT PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 135565128 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES MD 501(C)9 0 MASTERS MATES & PILOTS INDIVIDUAL RETIREMENT ACCOUNT PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 133021839 TO PROVIDE DEFINED CONTR. PENSION BENEFITS TO ELIGIBLE PARTICIPANTS MD 401 0 MASTERS MATES & PILOTS VACATION PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 135638830 TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS MD 501(C)9 0 MM&P JOINT EMPLOYMENT COMMITTEE 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 237051736 LABOR MANAGEMENT COOPERATION COMMITTEE. MD 501(C)5 0 INTERNATIONAL ORGANIZATION OF MASTERS MATES AND PILOTS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 136020335 SPONSORING UNION MD 501(C)5 0 MASTERS MATES & PILOTS ADJUSTABLE PENSION PLAN 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 371719247 TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES MD 401 0 COLUMBIA UNIVERSITY - LAMONT DOHERTY EARTH OBSERVATORY NY 0 STATE OF ALASKA AK 0 SUNY MARITIME NY 0 MITAGS INC 692 MARITIME BLVD LINTHICUM HEIGHTS MD 21090 861588522 TO PROVIDE EDUCATIONAL AND TRAINING ACTIVITIES FOR MD 501(C)3 LINE 2 MITAGS INC 1 TRINITY MANAGEMENT GROUP VA 0 0 CASHMAN DREDGING & MARINE CONTRACTING CO LLC MA 0 0 PATRIOT CONTRACT SERVICES LLC CA 0 0 PASHA HAWAII HOLDINGS LLC (SUNRISE OPERATIONSMMS) CA 0 0 DEFORGE MARITIME TOWING WA 0 0 CENTRAL GULF LINES FL 0 E-SHIPS VA 0 WATERMAN STEAMSHIP CORPORATION FL 0 MAERSK VA 0 GRAND RIVER NAVIGATION COMPANY INC OH 0 MARITIME PERSONNEL PROVISIONING MD 0 DUTRA GROUP CA 0 MATSON NAVIGATION COMPANY INC CA 0 APL MARINE SERVICES MD 0 WESTSTAR MARINE SERVICES DIVISION OF CROSSLINK INC CA 0 WEEKS MARINE INC NJ 0 CROWLEY MARINE SERVICES FL 0 SAN FRANCISCO HARBOR DE 0 MCALLISTER TOWING & TRANSPORTATION CO PR 0 HMS FERRIES INC IN 0 ST JOHNS BAR PILOT ASSOCIATION FL 0 CHESAPEAKE CREWING MD 0 CETACEAN MARINE INC FL 0 CRESCENT TOWING COSAVANNAH DOCKING PILOTS AL 0 MARITIME CONFERENCE CENTER LLC 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 21090 861612895 MD 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 MITAGS INC Q 741135 FAIR MARKET VALUE MM&P HEALTH & BENEFIT PLAN E 75537 FAIR MARKET VALUE INTERNATIONAL ORGANIZATION OF MASTERS MATES AND PILOTS P 92982 FAIR MARKET VALUE