2020-11-16T08:58:14-06:00 2019-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2019-01-01 132577386 MM&P MARITIME ADVANCEMENT TRAINING EDUCATION & SAFETY PROGRAM MM&P 4108595700 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 DONALD MARCUS TRUSTEE 4108595700 2020-11-13 1 SCOTT D RODGVILLE CPA P00365285 4103565900 173.67.46.202 2020-11-13 13:26:24 ES P 44F26ED54B8B8D88B1165040399A7D4552DF7240 08D2E49B6E261105B65CF7B9EA12222FCC1A8E57 2019 2021-04-22 16:20:28Z DONALD MARCUS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 19098240 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 3 145 0 6539652 35538 0 0 11323152 10697570 49658 88319 -85309 -1046086 11287501 9739803 0 0 0 0 4230870 4282822 0 0 0 6957163 7042676 11188033 11325498 99468 -1585695 16036213 18610746 5779310 9978582 10256903 8632164 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 CONFERENCE CENTER:THE CONFERENCE CENTER AT MARITIME INSTITUTE OF TECHNOLOGY IS THE SOLE SOURCE OF ROOM AND BOARD FOR THE MAJORITY OF THE STUDENTS WHO ATTEND CLASSES AT THE MARITIME INSTITUTE. ADDITIONALLY, THE CONFERENCE CENTER ACTIVITIES PROVIDE MUCH NEEDED REVENUES TO ENSURE THE ACADEMIC DIVISION'S CONTINUING ABILITY TO PROVIDE TOP QUALITY CONTINUING EDUCATION AND CERTIFICATION RENEWALS TO ALL OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS (IOMM&P) MEMBERS AS WELL AS OTHER MARITIME MEMBERS. ACADEMIC CENTER: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. 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. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 106 0 1 145 1 1 1 0 0 0 0 0 0 0 X 15 3 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 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 1.00 47.50 X X 0 223996 52433 MR PAUL NIELSEN TRUSTEE 0.50 4.00 X 0 0 0 MR EDWARD MORGAN TRUSTEE, SECRETARY, TREASURER 1.00 9.00 X X 0 0 0 CAPT JOHN SULLIVAN TRUSTEE 0.50 4.50 X 0 0 0 MR TIMOTHY GILL TRUSTEE 0.50 4.50 X 0 0 0 MR JEAN HARRINGTON ALTERNATE TRUSTEE 0.50 4.50 X 0 0 0 MR ROBERT VASS ALTERNATE TRUSTEE 0.50 4.50 X 0 0 0 MR SEAN DOHERTY ALTERNATE TRUSTEE 0.50 4.50 X 0 0 0 MR THOMAS LARKIN TRUSTEE 0.50 4.50 X 0 90809 25561 MR STEVEN WERSE TRUSTEE 0.50 43.00 X 0 226154 51613 MR ED HANLEY TRUSTEE 0.50 4.50 X 0 0 0 MR DONALD JOSBERGER TRUSTEE 0.50 43.00 X 0 195670 55494 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 KLAUS LUHTA TRUSTEE 0.50 4.50 X 0 181926 46437 MR LARS TURNER TRUSTEE 0.50 4.50 X 0 174533 33146 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 PATRICK MCCULLOUGH ADMINISTRATOR 0.50 39.50 X 2872 219745 51444 MR GLEN PAINE EXECUTIVE DIRECTOR 40.00 0.00 X 178977 0 58030 MR BARRY REESE CONTROLLER UNTIL DEC. 2019 40.00 0.00 X 129061 0 38524 MS ELIZABETH SEMONAVICK CONTROLLER 40.00 0.00 X 10985 0 3819 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 0.50 39.50 X 1663 127225 43220 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 0.50 39.50 X 1882 144017 50494 MR KEN RYAN TRUST DEPT. MANAGER 0.50 39.50 X 2034 155635 51157 MR ROBERT BECKER EMPLOYEE 40.00 0.00 X 154399 0 0 MR ERIC FRIEND EMPLOYEE 40.00 0.00 X 130583 0 35575 MR DANIEL O'MALLEY CONFERENCE FACILITY GM 40.00 0.00 X 136561 0 26006 749017 1739710 622953 14 0 1 0 FLIK INTERNATIONAL CORP 3 INTERNATIONAL DR RYE BROOK NY 10573 FOOD SERVICE 3360524 MY CLEANING SERVICES 2701 CRESMONT AVE BALTIMORE MD 21211 CLEANING SERVICE 1563113 RF WARDER INC 10556 PHILADELPHIA RD WHITE MARSH MD 21162 CONSTRUCTION SERVICES 561478 PORT OF SEATTLE PO BOX 24507 SEATTLE WA 98124 RENTAL SERVICE 341415 CL MAINTENANCE & CONSTRUCTION PO BOX 1743 CLAYTON NC 27528 CONSTRUCTION SERVICES 185775 5 PACIFIC MARITIME INSTITUTE 900099 3358156 3358156 ACADEMIC CENTER 900099 3297553 3297553 EMPLOYER CONTRIBUTIONS 900099 2552580 2552580 STUDENT LODGING & DINING 900099 1193984 389914 804070 INTERNATIONAL LONGSHOREMEN'S ASSO 541200 189117 189117 106180 106180 10697570 88319 88319 110828 85919 24909 24909 24909 8138365 9272518 -1134153 -1134153 OTHER REVENUE 900099 63158 63158 63158 9739803 3111832 6539652 88319 X 425151 2872473 246807 490322 248069 129026 76965 1559802 62561 501731 119297 618762 297171 622826 164310 DINING/CLEANING/POMS - 1341898 ADMINISTRATIVE & GENERA 1337406 TRUST STUDENT REIMBURSE 72465 LICENSES, PERMITS & TAX 61503 76953 11325498 625265 667666 3033882 5689131 2267831 1665461 77548 59751 395492 482408 61919008 52129164 9337976 9789844 298219 256485 16036213 18610746 1371181 1612989 1315568 1286146 2956385 6917141 136176 162306 5779310 9978582 X 10256903 8632164 10256903 8632164 16036213 18610746 -1585695 -39044 0 X X 0 1 X 1 0 921918 921918 32953630 27040817 5912813 946734 851096 95638 26898214 24237251 2660963 198512 198512 9789844 DUE TO OTHER MM&P PLANS 162306 162306 X 19098240 9358437 9358437 9739803 0 9739803 20683935 9358437 9358437 11325498 0 11325498 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, 2016 AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONFERENCE CENTER AND OTHER EXPENSES NETTED AGAINST REVENUES 9,358,437. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONFERENCE CENTER AND OTHER EXPENSES NETTED AGAINST REVENUES 9,358,437. X 1 0 X 0 0 0 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 0 188079 0 0 0 35917 0 28854 0 23579 0 276429 0 0 MR STEVEN WERSE TRUSTEE 0 176738 0 0 0 49416 0 28618 0 22995 0 277767 0 0 MR DONALD JOSBERGER TRUSTEE 0 180118 0 0 0 15552 0 29964 0 25530 0 251164 0 0 MR KLAUS LUHTA TRUSTEE 0 156918 0 0 0 25008 0 20476 0 25961 0 228363 0 0 MR LARS TURNER TRUSTEE 0 154646 0 0 0 19887 0 7185 0 25961 0 207679 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 2872 219745 0 0 0 0 279 21362 384 29419 3535 270526 0 0 MR GLEN PAINE EXECUTIVE DIRECTOR 178977 0 0 0 0 0 28870 0 29160 0 237007 0 0 0 MR BARRY REESE CONTROLLER UNTIL DEC. 2019 129061 0 0 0 0 0 9364 0 29160 0 167585 0 0 0 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 1663 127225 0 0 0 0 173 13244 384 29419 2220 169888 0 0 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 1882 144017 0 0 0 0 267 20424 384 29419 2533 193860 0 0 MR KEN RYAN TRUST DEPT. MANAGER 2034 155635 0 0 0 0 276 21078 384 29419 2694 206132 0 0 MR ROBERT BECKER EMPLOYEE 154399 0 0 0 0 0 0 0 0 0 154399 0 0 0 MR ERIC FRIEND EMPLOYEE 130583 0 0 0 0 0 6415 0 29160 0 166158 0 0 0 MR DANIEL O'MALLEY CONFERENCE FACILITY GM 136561 0 0 0 0 0 6698 0 19308 0 162567 0 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. 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 TRAINING CONSULTANTS 1,141,114. OTHER CONSULTING FEES 418,688. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. 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 STATE OF ALASKA SUNY MARITIME TRINITY MANAGEMENT GROUP CASHMAN DREDGING & MARINE CONTRACTING CO LLC PATRIOT CONTRACT SERVICES LLC PASHA HAWAII HOLDINGS LLC (SUNRISE OPERATIONSMMS) DEFORGE MARITIME TOWING AMERICAN SHIP MANAGEMENT CENTRAL GULF LINES E-SHIPS WATERMAN STEAMSHIP CORPORATION MAERSK GRAND RIVER NAVIGATION COMPANY INC MARITIME PERSONNEL PROVISIONING DUTRA GROUP MATSON NAVIGATION COMPANY INC APL MARINE SERVICES WESTSTAR MARINE SERVICES DIVISION OF CROSSLINK INC WEEKS MARINE INC CROWLEY MARINE SERVICES SAN FRANCISCO HARBOR MCALLISTER TOWING & TRANSPORTATION CO HMS FERRIES INC ST JOHNS BAR PILOT ASSOCIATION CHESAPEAKE CREWING CETACEAN MARINE INC CRESCENT TOWING COSAVANNAH DOCKING PILOTS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0