2015-11-13T15:52:15-06:00 2014-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2014-01-01 132577386 MM&P MARITIME ADVANCEMENT TRAINING EDUCATION & SAFETY PROGRAM MM&P 4108595700 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 DONALD MARCUS TRUSTEE 4108595700 2015-11-12 1 SCOTT D RODGVILLE CPA P00365285 4103565900 2014 2016-02-25 16:41:14Z DONALD MARCUS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 18358266 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 MARITIMERS, PILOT GROUPS, AND OTHER SHIPPING COMPANY EMPLOYEES. 14 3 85 0 -2155306 -2263647 0 0 10372279 11483671 8656 -5414 -2211291 -2249749 8169644 9228508 0 0 0 0 3404340 3677980 0 0 0 4538748 5144207 7943088 8822187 226556 406321 14909201 14600404 4351041 3635923 10558160 10964481 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 HOTEL AND CONFERENCE ACTIVITIES OF THIS PROGRAM 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 MANY OUTSIDE COMPANY AND ORGANIZATION MARINERS, INCLUDING THE VARIOUS BRANCHES OF THE U.S. MILITARY. 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 OF 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, 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 1 143 0 1 85 1 1 1 0 0 0 0 0 X 14 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 279855 103709 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 WILLIAM CAMERON TRUSTEE 0.50 4.50 X 0 0 0 MR TIMOTHY GILL TRUSTEE 0.50 4.50 X 0 0 0 MR JEAN HARRINGTON TRUSTEE 0.50 4.50 X 0 0 0 MR STEVEN WERSE TRUSTEE 0.50 43.00 X 0 215441 83752 MR WAYNE FARTHING TRUSTEE 0.50 42.50 X 0 164963 74873 MR DAVID BOATNER TRUSTEE 0.50 42.50 X 0 171648 74873 MR MARK BLANKENSHIP TRUSTEE 0.50 5.50 X 0 0 0 MR ROBERT STEPHENS TRUSTEE 0.50 4.50 X 0 0 0 MR GERALD A CARBIENER ALTERNATE TRUSTEE 0.50 4.50 X 0 0 0 MR PETE STROHLA ALTERNATE TRUSTEE 0.50 4.50 X 0 0 0 MR DONALD JOSBERGER TRUSTEE 0.50 43.00 X 0 155722 74873 MR DAVID SCOTT PUTTY TRUSTEE 0.50 4.00 X 0 0 0 MR JOHN DRAGONE ALTERNATE TRUSTEE 0.50 4.50 X 0 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 0.50 39.50 X 2265 194729 80861 MR GLEN PAINE EXECUTIVE DIRECTOR 40.00 0.00 X 169444 0 79444 MR BARRY REESE CONTROLLER 40.00 0.00 X 114991 0 62906 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 0.50 39.50 X 1352 116179 61995 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 0.50 39.50 X 1510 129806 67329 MR KEN RYAN TRUST DEPT. MANAGER 0.50 39.50 X 1636 140593 66204 MR ROBERT BECKER EMPLOYEE 40.00 0.00 X 137373 0 16884 MR GREGG TRUNNELL EMPLOYEE 40.00 0.00 X 118548 0 63143 MR HAO CHEONG EMPLOYEE 40.00 0.00 X 110780 0 61513 657899 1568936 972359 10 0 1 0 FLIK INTERNATIONAL CORP 3 INTERNATIONAL DR RYE BROOK NY 10573 FOOD SERVICE 1397870 MY CLEANING SERVICES 2701 CRESMONT AVE BALTIMORE MD 21211 CLEANING SERVICE 789971 TRANSAS 160 SW 12TH AVENUE SUITE 110 DEERFIELD BEACH FL 33442 MARITIME SIMULATION SERVICE 676800 BANC OF AMERICA LEASING PO BOX 100918 ATLANTA GA 30384 COMMERCIAL BANK SERVICES 570875 PORT OF SEATTLE 2700 W COMMODORE WAY SEATTLE WA 98199 MARITIME ACTIVITIES 219095 11 ACADEMIC CENTER 900099 4173204 4173204 PACIFIC MARITIME INSTITUTE 900099 3670731 3670731 EMPLOYER CONTRIBUTIONS 900099 2231580 2231580 CONFERENCE CENTER 900099 1293266 1293266 INTERNATIONAL LONGSHORSEMEN'S ASS 541200 114890 114890 11483671 1281 1281 6455174 9047017 -2591843 -2591843 -2591843 600 7295 -6695 -6695 -6695 210699 75446 135253 135253 LODGING RELATED REVENUE 453000 186394 186394 OTHER REVENUE 900099 20447 20447 206841 9228508 11382533 -2155306 1281 X 432045 2351897 193887 501162 198989 180 7475 2074298 102144 302481 118879 349394 264584 20244 633757 77597 ADMINISTRATOR'S EXPENSE 1048375 LICENSES, PERMITS & TAX 66153 OTHER EXPENSE 31110 COMMISSIONS 15673 31863 8822187 667989 246389 3504072 2904523 1692567 1904773 95766 111574 300510 370651 53902993 44840499 8648297 9062494 14909201 14600404 1160643 906844 5000 5000 603438 401628 2413613 2169048 168347 153403 4351041 3635923 X 10558160 10964481 10558160 10964481 14909201 14600404 406321 0 X X 0 1 X 1 0 921918 921918 28727081 24037819 4689262 810563 781571 28992 20690063 18706972 1983091 2753368 1314137 1439231 9062494 PENSION LIABILITY 36781 DUE TO OTHER MM&P PLANS 116622 153403 X 18350971 9122463 9122463 9228508 0 9228508 17944650 9122463 9122463 8822187 0 8822187 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, 2011 AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL AND SPECIAL EVENT EXPENSES 9,122,463. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL AND SPECIAL EVENT EXPENSES 9,122,463. X 1 0 X X X 0 0 0 CAPT DONALD MARCUS TRUSTEE, CHAIRMAN 0 266343 0 0 0 13512 0 80780 0 22929 0 383564 0 0 MR STEVEN WERSE TRUSTEE 0 199143 0 0 0 16298 0 59631 0 24121 0 299193 0 0 MR WAYNE FARTHING TRUSTEE 0 148859 0 0 0 16104 0 50222 0 24651 0 239836 0 0 MR DAVID BOATNER TRUSTEE 0 155744 0 0 0 15904 0 50222 0 24651 0 246521 0 0 MR DONALD JOSBERGER TRUSTEE 0 139606 0 0 0 16116 0 50222 0 24651 0 230595 0 0 MR PATRICK MCCULLOUGH ADMINISTRATOR 2265 194729 0 0 0 0 607 52134 323 27797 3195 274660 0 0 MR GLEN PAINE EXECUTIVE DIRECTOR 163388 0 0 0 6056 0 51919 0 27525 0 248888 0 0 0 MR BARRY REESE CONTROLLER 110565 0 0 0 4426 0 35381 0 27525 0 177897 0 0 0 MS PAULA PHILLIPS CONTROLLER - BENEFIT PLANS 1352 116179 0 0 0 0 390 33485 323 27797 2065 177461 0 0 MS ANN MARIE MCCULLOUGH MEDICAL BENEFIT MANAGER 1510 129806 0 0 0 0 451 38758 323 27797 2284 196361 0 0 MR KEN RYAN TRUST DEPT. MANAGER 1636 140593 0 0 0 0 438 37646 323 27797 2397 206036 0 0 MR ROBERT BECKER EMPLOYEE 123195 0 0 0 14178 0 0 0 16884 0 154257 0 0 0 MR GREGG TRUNNELL EMPLOYEE 111307 0 0 0 7241 0 35618 0 27525 0 181691 0 0 0 MR HAO CHEONG EMPLOYEE 108395 0 0 0 2385 0 33988 0 27525 0 172293 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 THREE ALTERNATE TRUSTEES. IN ADDITION, THE GENERAL EXECUTIVE BOARD OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS, THE SPONSORING UNION, APPOINTS SIX REGULAR TRUSTEES AND NO ALTERNATE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 AN ELECTRONIC COPY OF THE DRAFT FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C QUESTIONNAIRES ARE DISTRIBUTED ANNUALLY TO EACH TRUSTEE AND KEY EMPLOYEE FOR THEIR DISCLOSURE OF ALL POTENTIAL OR ACTUAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PLAN CONDUCTS PERIODIC REVIEW OF COMPENSATION AND COMPARES CURRENT COMPENSATION AND COST OF LIVING ADJUSTMENTS TO SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC REGION BASED UPON REVIEW OF THEIR RESPECTIVE FORM 990'S. IN ADDITION, THE PLAN WILL PERIODICALLY RETAIN A FIRM TO PERFORM A COMPENSATION STUDY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AND 1023 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 1,940,127. OTHER CONSULTING FEES 134,171. 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 HORIZON LINES LLC TRINITY MANAGEMENT GROUP CASHMAN DREDGING & MARINE CONTRACTING CO LLC PATRIOT CONTRACT SERVICES LLC CENTRAL GULF LINES E-SHIPS WATERMAN STEAMSHIP CORPORATION SULPHUR CARRIERS INC 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 HMS GLOBAL MARITIME WEEKS MARINE INC CROWLEY MARINE SERVICES SAN FRANCISCO HARBOR 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0