2012-11-15T16:42:34-06:00 2011-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2011-01-01 132577386 MM&P MARITIME ADVANCEMENT TRAINING EDUCATION & SAFETY PROGRAM MM&P 4108595700 692 MARITIME BOULEVARD LINTHICUM HEIGHTS MD 210901996 DONALD MARCUS 4108595700 2012-11-15 1 SCOTT D RODGVILLE CPA P00365285 4103565900 2011 2016-02-24 21:20:13Z DONALD MARCUS 700 MARITIME BLVD SUITE A LINTHICUM HEIGHTS MD 21090 13813960 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 75 0 -2414690 -2610888 0 0 7946473 8488748 7148 247 -2610983 -2600288 5342638 5888707 0 0 0 0 3099240 3335005 0 0 0 4033958 3960855 7133198 7295860 -1790560 -1407153 14498140 13721610 1596709 2253164 12901431 11468446 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 1 0 0 0 0 0 1 0 0 0 1 127 0 1 75 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 201189 82164 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 230275 90326 MR STEVEN WERSE 2.00 X 0 145423 71855 MR WAYNE FARTHING 2.00 X 0 159114 71855 MR DAVID BOATNER 2.00 X 0 143310 71855 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 1394 172771 72023 MR GLEN PAINE 40.00 X 155193 0 74742 MR LAWRENCE NEUBERT 1.00 X 541 67099 20243 MR BARRY REESE 40.00 X 101285 0 56999 MS PAULA PHILLIPS 1.00 X 531 65815 37120 MS ANN MARIE MCCULLOUGH 1.00 X 951 117909 60170 MR KEN RYAN 1.00 X 1033 128096 59167 MR ROBERT BECKER 40.00 X 111180 0 15558 MR GREGG TRUNNELL 40.00 X 102000 0 57224 MR HAO CHEONG 40.00 X 105089 0 56607 579197 1431001 897908 6 0 1 0 SAGE DINING SERVICES 222 BOSLEY AVE TOWSON MD 21204 FOOD SERVICE 2194617 MM&P HEALTH & BENEFIT PLAN 700 MARITIME BOULEVARD STE A LINTHICUM HEIGHTS MD 21090 ADMINISTRATION SERVICES 1404215 MY CLEANING SERVICES 2701 CRESMONT AVE BALTIMORE MD 21211 CLEANING SERVICE 759065 BANC OF AMERICA LEASING PO BOX 100918 ATLANTA GA 30384 COMMERCIAL BANK SERVICES 177486 ADMIRAL SECURITY SERVICES 1010 PARK AVE STE 100 BALTIMORE MD 21201 SECURITY SERVICES 161943 9 ACADEMIC CENTER 900099 3085336 3085336 PACIFIC MARITIME INSTI 900099 2236558 2236558 EMPLOYER CONTRIBUTIONS 900099 1813569 1813569 CONFERENCE CENTER 900099 1156621 1156621 INTERNATIONAL LONGSHOR 541200 196664 196664 8488748 2809 2809 5025171 7872847 -2847676 -2847676 -2847676 600 3162 -2562 -2562 -2562 104695 49244 55451 55451 OTHER REVENUE-RELATED 900099 180871 180871 LODGING RELATED REVENU 453000 11066 11066 191937 5888707 8303150 -2414690 247 388221 2029311 244099 496744 176630 1513 1207157 103106 252341 88463 332278 185424 947393 57573 ADMINISTRATOR'S ALLOCAT 620940 LICENSES, PERMITS & TAX 87060 OTHER EXPENSE 24716 BANK SERVICE CHARGES 19875 33016 7295860 4083164 262727 3795345 780332 685913 85041 92763 215137 273434 53846350 45234922 9334466 8611428 14498140 13721610 753672 886242 283379 395764 346360 768051 213298 203107 1596709 2253164 X 12901431 11468446 12901431 11468446 14498140 13721610 X -1407153 -25832 X X 0 1 1 X 0 921918 921918 27656877 22163311 5493566 810563 570509 240054 22693965 21651716 1042249 1763027 849386 913641 8611428 PENSION LIABILITY 85975 DUE TO OTHER MM&P PLANS 117132 203107 5888707 7295860 -1407153 -25832 -25832 -1432985 13810798 7922091 7922091 5888707 0 5888707 15243783 7947923 7947923 7295860 0 7295860 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 AFTER DECEMBER 31, 2008 ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -25,832. 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 187775 0 0 0 13414 0 58783 0 23381 0 283353 0 0 CAPT TIMOTHY BROWN 0 215968 0 0 0 14307 0 67174 0 23152 0 320601 0 0 MR STEVEN WERSE 0 132009 0 0 0 13414 0 48183 0 23672 0 217278 0 0 MR WAYNE FARTHING 0 145412 0 0 0 13702 0 48183 0 23672 0 230969 0 0 MR DAVID BOATNER 0 130009 0 0 0 13301 0 48183 0 23672 0 215165 0 0 MR PATRICK MCCULLOUGH 1394 172771 0 0 0 0 387 47984 189 23463 1970 244218 0 0 MR GLEN PAINE 155193 0 0 0 0 0 49578 0 25164 0 229935 0 0 0 MR BARRY REESE 101285 0 0 0 0 0 31835 0 25164 0 158284 0 0 0 MS ANN MARIE MCCULLOUGH 951 117909 0 0 0 0 289 35846 192 23843 1432 177598 0 0 MR KEN RYAN 1033 128096 0 0 0 0 281 34819 193 23874 1507 186789 0 0 MR GREGG TRUNNELL 102000 0 0 0 0 0 32060 0 25164 0 159224 0 0 0 MR HAO CHEONG 105089 0 0 0 0 0 31443 0 25164 0 161696 0 0 0 MM&P HEALTH AND BENEFIT PLAN COMMON BOARD MEMBERS 39658 ADMINISTRATIVE SERVICES INCURRED BY MM&P HEALTH AND BENEFIT PLAN AND REIMBURSED BY MM&P MARITIME, ADVANCEMENT, TRAINING, EDUCATION AND SAFETY PROGRAM 0 PART IV, COLUMN B RELATIONSHIP BETWEEN INTERESTED PERSONS AND THE ORGANIZATIONTHE FOLLOWING TRUSTEES OF THE MM&P MARITIME ADVANCEMENT, TRAINING, EDUCATION, AND SAFETY PROGRAM SIT AS TRUSTEES ON THE VARIOUS ENTITIES IDENTIFIED IN COLUMN A OF PART IV:TIMOTHY BROWNDONALD MARCUSC. MICHAEL MURRAYGEORGE QUICKDAVID BOATNERD. WAYNE FARTHINGSTEVEN WERSEEDWARD MORGANWALLCOTT BECKERJOHN SULLIVANWILLIAM CAMERONJEAN HARRINGTONTIMOTHY GILLROBERT STEPHENSGERALD CARBIENERMARK BLANKENSHIP FORM 990, PART VI, SECTION A, LINE 7A EMPLOYERS APPOINT TRUSTEES BASED UPON LEVEL OF PARTICIPATION. EACH OF THE SIX LARGEST EMPLOYERS THAT PARTICIPATE IN ALL OF THE RELATED PLANS ARE ELIGIBLE TO APPOINT A TRUSTEE. THE REMAINING EMPLOYERS ARE ALLOWED TO APPOINT AN ALTERNATE TRUSTEE. IN ADDITION, THE GENERAL EXECUTIVE BOARD OF THE INTERNATIONAL ORGANIZATION OF MASTERS, MATES, AND PILOTS, THE SPONSORING UNION, APPOINTS SIX REGULAR TRUSTEES AND AN ALTERNATE. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: BAD DEBT EXPENSE -25,832. TOTAL TO FORM 990, PART XI, LINE 5: -25,832. 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 615 WEST 131 STREET 4TH FLR NEW YORK NY 10027 135598093 INSTITUTION OF HIGHER LEARNING (NON-PROFIT) NY 0 STATE OF ALASKA DEPT OF ADMIN DIVISION OF FINANCE P JUNEAU AK 99811 926001185 STATE GOVERNMENT ENTITY AK 0 HORIZON LINES LLC 4064 COLONY ROAD SUITE 200 CHARLOTTE NC 28211 562098440 DEEP SEA WATER TRANSPORTATION DE 0 0 TRINITY MANAGEMENT GROUP 431 LONDON STREET PORTSMOUTH VA 23704 412029869 MARITIME OPERATIONS VA 0 0 CENTRAL GULF LINES 11 N WATER STREET SUITE 18290 MOBILE AL 36695 720388979 SHIPPING AL C E-SHIPS ONE COMMERCIAL PLACE 20TH FLOOR NORFOLK VA 23510 133967810 TRANSPORTATION, SHIP MANAGEMENT AND TECHNICAL SERVICES DE C WATERMAN STEAMSHIP CORPORATION 11 N WATER STREET SUITE 18290 MOBILE AL 36695 630220640 SHIPPING AL C SULPHUR CARRIERS INC 11 N WATER STREET SUITE 18290 MOBILE AL 36695 721198965 SHIPPING AL C MAERSK ONE COMMERCIAL PLACE 20TH FLOOR NORFOLK VA 23510 136122611 TRANSPORTATION, SHIP MANAGEMENT AND TECHNICAL SERVICES DE C GRAND RIVER NAVIGATION COMPANY INC 32861 PIN OAK PARKWAY SUITE B AVON LAKE OH 44012 161465146 WATER TRANSPORTATION, OPERATES DRY-BULK CARRIERS DE C MARITIME PERSONNEL PROVISIONING C/O MEBA BENEFIT PLAN 1007 EASTERN BALTIMORE MD 21202 135549627 SHIPPING FL S DUTRA GROUP 2350 KERNER BLVD 200 SAN RAFAEL CA 94901 942278920 DREDGING CA C CASHMAN DREDGING & MARINE CONTRACTING CO LLC 549 SOUTH STREET QUINCY MA 02169 MA S MATSON NAVIGATION COMPANY INC 555 12TH STREET SUITE 800 OAKLAND CA 94607 940662400 SHIPPING HI C PATRIOT CONTRACT SERVICES LLC 1320 WILLOW PASS ROAD SUITE 485 CONCORD CA 94520 911862242 GOVERNMENT SHIP MANAGEMENT CA APL MARINE SERVICES 6901 ROCKLEDGE DR SUITE 200 BETHESDA MD 20817 201760878 OVERSEAS CONTAINER TRANSPORTATION & SHIPPING COMPANY MD 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0