2013-11-15T09:48:47-06:00 2012-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2012-01-01 132577386 MM&P MARITIME ADVANCEMENT TRAINING EDUCATION & SAFETY PROGRAM MM&P 4108595700 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 DONALD MARCUS 4108595700 2013-11-14 1 SCOTT D RODGVILLE CPA P00365285 4103565900 2012 2016-02-25 16:41:14Z DONALD MARCUS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 15172979 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. 13 2 82 0 -2519305 -2710842 0 0 8488748 9291305 247 5281 -2600288 -2704977 5888707 6591609 0 0 0 0 3335005 3701691 0 0 0 3960855 4010955 7295860 7712646 -1407153 -1121037 13721610 13719861 2253164 3379507 11468446 10340354 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 1 140 0 1 82 1 1 1 0 0 0 0 0 X 13 2 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 2.00 X 0 198506 85912 MR PAUL NIELSEN 2.00 X 0 0 0 MR EDWARD MORGAN 2.00 X X 0 0 0 CAPT JOHN SULLIVAN 2.00 X 0 0 0 MR WILLIAM CAMERON 2.00 X 0 0 0 MR WALCOTT BECKER 2.00 X 0 0 0 MR TIMOTHY GILL 2.00 X 0 0 0 MR JEAN HARRINGTON 2.00 X 0 0 0 CAPT TIMOTHY BROWN 2.00 X X 0 542360 100410 MR STEVEN WERSE 2.00 X 0 149274 76495 MR WAYNE FARTHING 2.00 X 0 156339 76394 MR DAVID BOATNER 2.00 X 0 152751 76550 MR MARK BLANKENSHIP 2.00 X 0 0 0 MR ROBERT STEPHENS 2.00 X 0 0 0 MR GERALD A CARBIENER 2.00 X 0 0 0 MR PATRICK MCCULLOUGH 1.00 X 1695 186594 76527 MR GLEN PAINE 40.00 X 148350 0 76698 MR BARRY REESE 40.00 X 103155 0 59275 MS PAULA PHILLIPS 1.00 X 963 106087 58512 MS ANN MARIE MCCULLOUGH 1.00 X 1094 120418 63772 MR KEN RYAN 1.00 X 1193 131319 62712 MR ROBERT BECKER 40.00 X 118556 0 16104 MR GREGG TRUNNELL 40.00 X 103856 0 59499 MR HAO CHEONG 40.00 X 107507 0 58872 586369 1743648 947732 6 0 1 0 FLIK INTERNATIONAL CORP 3 INTERNATIONAL DR RYE BROOK NY 10573 FOOD SERVICE 1261893 MY CLEANING SERVICES 2701 CRESMONT AVE BALTIMORE MD 21211 CLEANING SERVICE 894777 SAGE DINING SERVICES 222 BOSLEY AVE TOWSON MD 21204 FOOD SERVICE 729511 BANC OF AMERICA LEASING PO BOX 100918 ATLANTA GA 30384 COMMERCIAL BANK SERVICES 332876 TRANSAS 18912 NORTH CREEK PARKWAY SUITE 10 BOTHELL WA 98011 MARINE SIMULATION SERVICE 238792 12 ACADEMIC CENTER 900099 3462590 3462590 PACIFIC MARITIME INSTITUTE 900099 2602736 2602736 EMPLOYER CONTRIBUTIONS 900099 1937128 1937128 CONFERENCE CENTER 900099 1098209 1098209 INTERNATIONAL LONGSHORSEMEN'S ASS 541200 190642 190642 9291305 5317 5317 5569496 8516302 -2946806 -2946806 -2946806 36 -36 -36 -36 136997 65032 71965 71965 LODGING RELATED REVENUE 453000 164894 164894 OTHER REVENUE-RELATED OR EXEMPT 900099 4970 4970 169864 6591609 9105633 -2519305 5281 X 387478 2328697 231091 550954 203471 7824 1241731 123105 291022 118007 322337 206363 18760 709249 63789 ADMINISTRATOR'S EXPENSE 752127 LICENSES, PERMITS & TAX 68530 BANK SERVICE CHARGES 30252 OTHER EXPENSE 27053 30806 7712646 262727 434487 3795345 2804025 685913 963252 92763 95496 273434 318976 55456869 46353244 8611428 9103625 13721610 13719861 886242 1142619 18740 395764 435257 768051 1596886 203107 186005 2253164 3379507 X 11468446 10340354 11468446 10340354 13721610 13719861 X -1121037 -7055 X X 0 1 X 1 0 921918 921918 28112593 22764145 5348448 810563 651654 158909 24062906 21982298 2080608 1548889 955147 593742 9103625 PENSION LIABILITY 71259 DUE TO OTHER MM&P PLANS 114746 186005 X 15172942 8581333 8581333 6591609 0 6591609 16301034 8588388 8588388 7712646 0 7712646 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2009 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 8,581,333. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL AND SPECIAL EVENT EXPENSES 8,581,333. BAD DEBT EXPENSE 7,055. PART XII, LINE 2D INCLUDES RENTAL & SPECIAL EVENT EXPENSES. PART XIII, LINE 2D INCLUDES RENTAL & SPECIAL EVENT EXPENSES. X 1 0 X X X 0 0 0 CAPT DONALD MARCUS 0 161050 0 0 0 37456 0 58783 0 27129 0 284418 0 0 CAPT TIMOTHY BROWN 0 184038 0 0 0 358322 0 68405 0 32005 0 642770 0 0 MR STEVEN WERSE 0 135639 0 0 0 13635 0 49398 0 27097 0 225769 0 0 MR WAYNE FARTHING 0 135639 0 0 0 20700 0 49398 0 26996 0 232733 0 0 MR DAVID BOATNER 0 135639 0 0 0 17112 0 49398 0 27152 0 229301 0 0 MR PATRICK MCCULLOUGH 1695 186594 0 0 0 0 462 50855 227 24983 2384 262432 0 0 MR GLEN PAINE 148350 0 0 0 0 0 50433 0 26265 0 225048 0 0 0 MR BARRY REESE 103155 0 0 0 0 0 33010 0 26265 0 162430 0 0 0 MS PAULA PHILLIPS 963 106087 0 0 0 0 294 32426 232 25560 1489 164073 0 0 MS ANN MARIE MCCULLOUGH 1094 120418 0 0 0 0 343 37807 231 25391 1668 183616 0 0 MR KEN RYAN 1193 131319 0 0 0 0 334 36722 231 25425 1758 193466 0 0 MR GREGG TRUNNELL 103856 0 0 0 0 0 33234 0 26265 0 163355 0 0 0 MR HAO CHEONG 107507 0 0 0 0 0 32607 0 26265 0 166379 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 TWO 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. OTHER FEES FORM 990, PART IX, LINE 11G TRAINING CONSULTANTS : TOTAL EXPENSES 1,241,361. CONSULTING FEES : TOTAL EXPENSES 370. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -7,055. 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 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0