2022-11-15T10:58:00-06:00 2021-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2021-01-01 132577386 MM&P MARITIME ADVANCEMENT TRAINING EDUCATION & SAFETY PROGRAM MM&P 4108595700 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 DONALD MARCUS TRUSTEE 4108595700 2022-11-14 1 DONALD MARCUS 999009999 SCOTT D RODGVILLE CPA P00365285 4103565900 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DONALD MARCUS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 4959385 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. 15 9 128 9 0 0 0 1210320 7937763 3330914 28035 1855 -2970772 416296 4995026 4959385 0 0 0 0 3413755 4273409 0 0 0 5727018 3680827 9140773 7954236 -4145747 -2994851 13712265 12191670 9225848 8271798 4486417 3919872 X CONTINUED EDUCATION AND CERTIFICATION OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS MEMBERS, INDEPENDENT MARINERS, PILOT GROUPS, AND OTHER SHIPPING COMPANY EMPLOYEES. 0 1 7212355 3629322 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. 264626 117888 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. 7476981 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 94 0 1 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 9 0 0 1 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 248227 58377 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 1.00 47.50 X X 0 210469 58344 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 JEAN HARRINGTON ALTERNATE TRUSTEE 0.50 4.50 X 0 0 0 MR THOMAS LARKIN TRUSTEE 0.50 4.50 X 0 189412 45986 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 JOHN DRAGONE TRUSTEE 0.50 4.50 X 0 0 0 MR LARS TURNER TRUSTEE 0.50 4.50 X 0 183689 46735 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 188089 48472 MR PATRICK MCCULLOUGH ADMINISTRATOR 0.50 39.50 X 2505 229455 56189 MR GLEN PAINE EXECUTIVE DIRECTOR 40.00 5.00 X 179037 0 60873 MS ELIZABETH SEMONAVICK CONTROLLER 40.00 X 122570 0 25749 MR ERIC FRIEND PRESIDENT 40.00 X 138481 0 52912 MR KEN RYAN TRUST DEPT. MANAGER 0.50 39.50 X 2079 190386 55072 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 0.50 39.50 X 1575 144249 45255 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 0.50 39.50 X 1495 136928 55122 MR ROBERT BECKER EMPLOYEE 40.00 X 121205 0 0 MR MICHAEL MCCULLOUGH EMPLOYEE 40.00 X 1414 129494 27057 MR JOSEPH GIUSTO EMPLOYEE 0.50 39.50 X 1420 130082 28946 571781 1980480 665089 4 0 1 0 FLIK INTERNATIONAL CORP PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 1690846 MY CLEANING SERVICES 2701 CRESMONT AVE BALTIMORE MD 21211 CLEANING SERVICE 544034 PORT OF SEATTLE PO BOX 24507 SEATTLE WA 98124 RENTAL SERVICE 386949 WARTSILA VOYAGE AMERICAS INC 4011 DIGITAL LIGHT DRIVE SUITE 106 MELBOURNE FL 32934 IT SERVICES 211838 RF WARDER INC 10556 PHILADELPHIA RD WHITE MARSH MD 21162 CONSTRUCTION SERVICES 141469 9 1200082 10238 1210320 ACADEMIC CENTER- TUITI 900099 3213026 3213026 PACIFIC MARITIME INSTI 900099 117888 117888 3330914 1855 1855 2020 ERC CREDIT 900099 412327 412327 OTHER REVENUE 900099 3969 3969 416296 4959385 3747210 0 1855 X 585224 550111 35113 2588626 2433308 155318 284130 267082 17048 534551 502478 32073 280878 264025 16853 241141 226673 14468 58000 54520 3480 871251 818976 52275 83403 78399 5004 149629 140651 8978 179464 168696 10768 1108752 1042227 66525 140014 131613 8401 66220 62247 3973 244957 230260 14697 904285 850028 54257 194324 182665 11659 TAXES 39593 37217 2376 EQUIPMENT 380177 357366 22811 BANK SERVICE CHARGES 141405 132921 8484 TEACHING SUPPLIES 129026 121284 7742 -1250814 -1175766 -75048 7954236 7476981 477255 0 144242 809552 1976513 1028988 1197097 729894 54767 34056 466031 461312 63698087 54793553 9654849 8904534 218490 223240 276 94 13712265 12191670 1349823 1615578 1122262 320135 6603763 6187367 150000 148718 9225848 8271798 X 4486417 3919872 4486417 3919872 13712265 12191670 X -2994851 2428306 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 921918 921918 33958060 28360261 5597799 946733 877505 69228 27704074 25388485 2315589 167302 167302 0 8904534 X 4959385 0 4959385 0 4959385 7954236 0 7954236 0 7954236 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. THE PROGRAM'S TAX RETURNS FOR YEARS ENDING DECEMBER 31, 2018 AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. 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 197322 0 0 0 50905 0 31941 0 26436 0 306604 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 2505 229455 0 0 0 0 283 25959 323 29624 3111 285038 0 0 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 0 183571 0 0 0 26898 0 31628 0 26716 0 268813 0 0 MR KEN RYAN TRUST DEPT. MANAGER 2079 190386 0 0 0 0 271 24854 323 29624 2673 244864 0 0 MR GLEN PAINE EXECUTIVE DIRECTOR 179037 0 0 0 0 0 31341 0 29532 0 239910 0 0 0 MR JEREMY HOPE TRUSTEE 0 161057 0 0 0 27032 0 21360 0 27112 0 236561 0 0 MR THOMAS LARKIN TRUSTEE 0 162149 0 0 0 27263 0 18837 0 27149 0 235398 0 0 MR LARS TURNER TRUSTEE 0 162149 0 0 0 21540 0 19641 0 27094 0 230424 0 0 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 1495 136928 0 0 0 0 272 24903 323 29624 2090 191455 0 0 MR ERIC FRIEND PRESIDENT 138481 0 0 0 0 0 23560 0 29352 0 191393 0 0 0 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 1575 144249 0 0 0 0 165 15143 323 29624 2063 189016 0 0 MR JOSEPH GIUSTO EMPLOYEE 1420 130082 0 0 0 0 94 8637 218 19997 1732 158716 0 0 MR MICHAEL MCCULLOUGH EMPLOYEE 1414 129494 0 0 0 0 76 6915 217 19849 1707 156258 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION RESTRUCTURE FROM A 501 (C)(9) TO A 501 (C)(3). THE RESTRUCTURING OF THE MATES PROGRAM INCLUDES THE FOLLOWING CHANGES: (1) LIMITS ITS EDUCATIONAL AND TRAINING ACTIVITIES TO BE FOR THE BENEFIT OF IOMM&P MEMBERS ONLY, (2) ESTABLISHES MITAGS, INC. AS A NON-STOCK WHOLLY-OWNED SUBSIDIARY TO PROVIDE EDUCATIONAL AND TRAINING ACTIVITIES FOR THE BENEFIT OF NON- IOMM&P MEMBERS WORKING IN THE MARITIME INDUSTRY, AND (3) ESTABLISHES A FOR-PROFIT SUBSIDIARY (MARITIME CONFERENCE CENTER, LLC) FOR NON-MARITIME INDUSTRY REVENUE-GENERATING PROJECTS, SUCH AS FUNCTIONS, AND OTHER BUSINESS ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE MATES PROGRAM. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION RESTRUCTURE FROM A 501 (C)(9) TO A 501 (C)(3). THE RESTRUCTURING OF THE MATES PROGRAM INCLUDES THE FOLLOWING CHANGES: (1) LIMITS ITS EDUCATIONAL AND TRAINING ACTIVITIES TO BE FOR THE BENEFIT OF IOMM&P MEMBERS ONLY, (2) ESTABLISHES MITAGS, INC. AS A NON-STOCK WHOLLY-OWNED SUBSIDIARY TO PROVIDE EDUCATIONAL AND TRAINING ACTIVITIES FOR THE BENEFIT OF NON- IOMM&P MEMBERS WORKING IN THE MARITIME INDUSTRY, AND (3) ESTABLISHES A FOR-PROFIT SUBSIDIARY (MARITIME CONFERENCE CENTER, LLC) FOR NON-MARITIME INDUSTRY REVENUE-GENERATING PROJECTS, SUCH AS FUNCTIONS, AND OTHER BUSINESS ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE MATES PROGRAM. 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 818,976. MANAGEMENT AND GENERAL EXPENSES 52,275. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 871,251. FORM 990, PART XI, LINE 9: RESTRUCTURE ADJUSMENTS 2,428,306. 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: THE ORGANIZATION RESTRUCTURE FROM A 501 (C)(9) TO A 501 (C)(3). AS A RESULT OF THE RESTRUCTURING, ASSETS WERE MOVED AROUND. 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 MD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 MITAGS INC Q 547662 FAIR MARKET VALUE