UNITED STATES MARITIME ALLIANCE LIMITED: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES MARITIME ALLIANCE LIMITED (EIN 22-3573572)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-06-25
- IRS object ID
- 202611769349300601
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-25T02:03:53-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223573572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES MARITIME ALLIANCE LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7324043101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 CHUBB AVENUE 350 NC | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY J DALONGES | PersonNm |
| Person Title | CORPORATE TREASURER | PersonTitleTxt |
| Phone | 7324043101 | PhoneNum |
| Signature | 2026-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANCIS PAUL DEMARIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 CHUBB AVENUE 350 NC | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,552,194 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.USMX.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO PROTECT MEMBER INTERESTS IN LABOR RELATIONS ISSUES IN THE LONGSHORE INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,467,080 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,849,773 | CYProgramServiceRevenueAmt |
| PY Investment Income | $90,063 | PYInvestmentIncomeAmt |
| CY Investment Income | $133,002 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $2,500,000 | CYOtherRevenueAmt |
| PY Total Revenue | $59,557,143 | PYTotalRevenueAmt |
| CY Total Revenue | $11,482,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $174,812 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $192,677 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,338,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,177,824 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,278,326 | PYOtherExpensesAmt |
| CY Other Expenses | $7,191,000 | CYOtherExpensesAmt |
| PY Total Expenses | $60,791,372 | PYTotalExpensesAmt |
| CY Total Expenses | $10,561,501 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,234,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $921,274 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,492,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,731,263 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,755,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,076,928 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,737,316 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,654,335 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED STATES MARITIME ALLIANCE ("USMX") MISSION IS TO PRESERVE AND PROTECT THE INTERESTS OF ITS MEMBERS IN MATTERS ASSOCIATED WITH THE MARITIME INDUSTRY, INCLUDING ALL LABOR RELATIONS ISSUES AFFECTING LONGSHORE AND RELATED ACTIVITIES. (CONTINUED ON SCH O) THE ALLIANCE, OF CARRIERS, STEVEDORES AND PORT ASSOCIATIONS, SHALL CARRY OUT THIS MISSION FOR ITS MEMBERS AND CUSTOMERS, WITH DUE CONSIDERATION OF THE INTERESTS, SAFETY, AND WELL BEING OF THE WORKERS AND THEIR REPRESENTATIVES. THE ALLIANCE HAS NEGOTIATED THE MASTER CONTRACT ON CONTAINERIZATION AND ROLL ON ROLL OFF WITH UNION REPRESENTATIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | USMX REPRESENTS EMPLOYERS OF THE EAST AND GULF COAST LONGSHORE INDUSTRY. MEMBERSHIP CONSISTS OF CONTAINER CARRIERS, INCLUDING THE LARGEST CARRIERS AND CARRIER ALLIANCES WORLDWIDE, ALL MAJOR MARINE TERMINAL OPERATORS, AND PORT ASSOCIATIONS REPRESENTING EACH PORT ON THE EAST AND GULF COASTS. USMX'S MEMBERS ARE RESPONSIBLE FOR THE TRANSPORTATION AND HANDLING OF CARGO SHIPPED TO AND FROM THE UNITED STATES. WHILE SERVING AS THE REPRESENTATIVE OF THE MANAGEMENT GROUPS IN MASTER CONTRACT BARGAINING, THE ALLIANCE ALSO ARTICULATES INDUSTRY POSITIONS ON REGULATORY AND SAFETY ISSUES; OVERSEES COASTWIDE TRAINING, RETRAINING, CERTIFICATION, AND RECERTIFICATION PROGRAMS; AND IS RESPONSIBLE FOR ADMINISTERING COASTWIDE FRINGE BENEFIT FUNDS AND PROGRAMS. (CONTINUED ON SCH O)SINCE 1977, USMX AND ITS PREDECESSOR ORGANIZATIONS HAVE SUCCESSFULLY NEGOTIATED 10 CONTRACTS WITH THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, (ILA) WITHOUT ANY COASTWIDE DISRUPTIONS TO SERVICE. ON SEPTEMBER 25, 2018, USMX AND THE ILA SIGNED A NEW 6-YEAR AGREEMENT COVERING 14,500 PORT WORKERS ON THE EAST AND GULF COASTS. THE NEW MASTER CONTRACT COMMENCED OCTOBER 1, 2024 AND WILL RUN THROUGH SEPTEMBER 30, 2025. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY DALONGES | PersonNm |
| Phone | 7324043101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 CHUBB AVENUE SUITE 350 NB | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROY AMALFITANO | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DALY | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ENGEL | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT V GEBHARDT | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES R GRAY JR | ||||||||
| DIRECTOR (THRU 07/2025) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN HALL | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HOUGHTALIN | ||||||||
| DIRECTOR (AS OF 10/2024) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAREEN LARMOND | ||||||||
| DIRECTOR (AS OF 07/2025) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT MITTENZWEI | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J NARDI | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL NAZZARO | ||||||||
| DIRECTOR (THRU 10/2024) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER J PARVIN | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES PELLICCIO | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN PRICE | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY B STRONG | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID F ADAM | ||||||||
| CHAIRMAN AND CEO (THRU 04/2025) | 35.00 | 5.00 | $718,656 | $0 | $413,717 | Yes (X) | ||
| FRANCIS PAUL DEMARIA | ||||||||
| CHAIRMAN AND CEO (AS OF 04/2025) | 35.00 | 5.00 | $509,844 | $0 | $285,733 | Yes (X) | ||
| ANTHONY J DALONGES | ||||||||
| CORPORATE TREASURER | 5.00 | 35.00 | $0 | $407,260 | $503,531 | Yes (X) | ||
| LIZBETH MONICA | ||||||||
| CORPORATE SECRETARY | 35.00 | 0.00 | $186,263 | $0 | $248,401 | Yes (X) | ||
| ANISSA MCLAUGHLIN FRUCCI | ||||||||
| EXECUTIVE VICE PRESIDENT AND COO | 35.00 | 5.00 | $427,129 | $0 | $143,368 | Yes (X) | ||
| JOSEPH WEEKS | ||||||||
| DIRECTOR OF LABOR RELATIONS | 35.00 | 0.00 | $288,505 | $0 | $202,788 | Yes (X) | ||
| JASON WINTER | ||||||||
| DIRECTOR OF LABOR RELATIONS | 35.00 | 0.00 | $310,076 | $0 | $124,381 | Yes (X) | ||
| QUELEEN ROLAND | ||||||||
| BOARD MEETING ASSISTANT | 35.00 | 0.00 | $114,289 | $0 | $72,518 | Yes (X) | ||
| KIM PEREZ | ||||||||
| EXECUTIVE ASSISTANT | 35.00 | 0.00 | $155,221 | $0 | $232,468 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,709,983 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $407,260 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,226,905 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE LAMBOS FIRM | |||||
| 303 SOUTH BROADWAY SUITE 410 | TARRYTOWN | NY | 10591 | LEGAL SERVICES | $809,386 |
| RISA HELLER COMMUNICATIONS | |||||
| 233 BROADWAY SUITE 2160 | NEW YORK | NY | 10279 | PUBLIC RELATIONS | $238,940 |
| MORGAN LEWIS & BOCKIUS LLP | |||||
| PO BOX 8500 S-6050 | PHILADELPHIA | PA | 19178 | LEGAL SERVICES | $235,140 |
| VERREX LLC | |||||
| 1130 ROUTE 22 WEST | MOUNTAINSIDE | NJ | 07092 | CONSULTING | $140,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TONNAGE ASSESSMENT | 483000 | $8,369,773 | $8,369,773 |
| MEMBERSHIP DUES | 813410 | $480,000 | $480,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,849,773 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,789 | TotalRevenueColumnAmt |
| Exclusion | $130,789 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $71,632 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $69,419 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,213 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,213 | TotalRevenueColumnAmt |
| Exclusion | $2,213 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE DISTRIBUTION (SIMAS) | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,500,000 | TotalRevenueColumnAmt |
| Exclusion | $2,500,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,500,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,482,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,849,773 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,633,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,677 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,240 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,826,276 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,624 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,805 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,879 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,731 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,242 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,096 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,792 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,943 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,954 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,777 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,462 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,216 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| NEGOTIATION EXPENSE | $2,032,138 |
| DUES AND SUBSCRIPTIONS | $98,996 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,653 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,561,501 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,524 | BOYAmt |
| EOY | $2,996,169 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,349,416 | BOYAmt |
| EOY | $2,159,962 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,204 | BOYAmt |
| EOY | $36,132 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,096 | BOYAmt |
| EOY | $185,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $746,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $389,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,481 | BOYAmt |
| EOY | $356,318 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,900,821 | BOYAmt |
| EOY | $22,996,806 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,492,542 | BOYAmt |
| EOY | $28,731,263 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,733 | BOYAmt |
| EOY | $435,071 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,147,493 | BOYAmt |
| EOY | $641,857 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,755,226 | BOYAmt |
| EOY | $1,076,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,737,316 | BOYAmt |
| EOY | $27,654,335 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,737,316 | BOYAmt |
| EOY | $27,654,335 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,492,542 | BOYAmt |
| EOY | $28,731,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $921,274 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,869 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,919,876 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,486 | DepreciationAmt |
| Book Value | $6,296 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $406,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $230,329 | DepreciationAmt |
| Book Value | $175,797 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,172 | DepreciationAmt |
| Book Value | $174,225 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $356,318 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN SUBSIDIARY | $16,253,890 |
| FUNDED RETIREMENT BENEFITS | $4,139,724 |
| FUNDED POSTRETIREMENT BENEFITS | $1,130,201 |
| ASSESSMENTS RECEIVABLE | $903,928 |
| RIGHT-OF-USE ASSETS | $569,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,996,806 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $641,857 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $641,857 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | USMX FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. USMX IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(6), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. USMX HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. USMX HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| GEORGIA PORTS AUTHORITY | ||||||||
| PO BOX 2406 | SAVANNAH | GA | 31402 | 586015211 | 115 | $25,000 | $0 | EVENT SPONSORSHIP |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $23,000 | $0 | DONATION IN MEMORY OF DONATO CARUSO |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | 541460147 | 501(C)(3) | $20,000 | $0 | EVENT SPONSORSHIP |
| UNITED SEAMEN'S SVC AOTOS | ||||||||
| 104 BROADWAY | JERSEY CITY | NJ | 07306 | 135562370 | 501(C)(3) | $11,000 | $0 | EVENT SPONSORSHIP |
| NAT'L MARITIME SAFETY ASSOCIATION | ||||||||
| 660 PENNSYLVANIA AVE STE 301 | WASHINGTON | DC | 20003 | 232119829 | 501(C)(6) | $10,000 | $0 | EVENT SPONSORSHIP |
| WATERFRONT ALLIANCE | ||||||||
| 256 W 36TH STREET | NEW YORK | NY | 08837 | 134355067 | 501(C)(3) | $8,000 | $0 | EVENT SPONSORSHIP |
| FORSGATE COUNTRY CLUB | ||||||||
| 375 FORSGATE DRIVE | MONROE TOWNSHIP | NJ | 08831 | 270067456 | $7,500 | $0 | USMX-ILA CHILDRENS FUND GOLF OUTING | |
| VIRGINIA MARITIME ASSOCIATION | ||||||||
| 236 E PLUME STREET | NORFOLK | VA | 23510 | 540238120 | 501(C)(6) | $6,500 | $0 | EVENT SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION DOES NOT TYPICALLY MAKE CHARITABLE GRANTS TO OTHER ORGANIZATIONS; HOWEVER, OCCASIONALLY, IT IS ASKED TO SPONSOR CERTAIN CHARITABLE EVENTS (SUCH AS A GALA AND/OR A GOLF OUTING). THE ORGANIZATION SPONSORS SUCH ACTIVITIES AND REQUIRES NO FURTHER MONITORING OF THE GRANT FUNDS BECAUSE THE FUNDS ARE RESTRICTED TO SUPPORTING THE EVENT HELD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID F ADAM | ||||||||||||||
| CHAIRMAN AND CEO (THRU 04/2025) | $564,865 | $0 | $153,791 | $0 | $0 | $0 | $387,103 | $0 | $26,614 | $0 | $1,132,373 | $0 | $0 | $0 |
| ANTHONY J DALONGES | ||||||||||||||
| CORPORATE TREASURER | $0 | $340,691 | $0 | $64,073 | $0 | $2,496 | $0 | $474,788 | $0 | $28,743 | $0 | $910,791 | $0 | $0 |
| FRANCIS PAUL DEMARIA | ||||||||||||||
| CHAIRMAN AND CEO (AS OF 04/2025) | $409,668 | $0 | $96,759 | $0 | $3,417 | $0 | $257,439 | $0 | $28,294 | $0 | $795,577 | $0 | $0 | $0 |
| ANISSA MCLAUGHLIN FRUCCI | ||||||||||||||
| EXECUTIVE VICE PRESIDENT AND COO | $333,118 | $0 | $79,804 | $0 | $14,207 | $0 | $115,093 | $0 | $28,275 | $0 | $570,497 | $0 | $0 | $0 |
| JOSEPH WEEKS | ||||||||||||||
| DIRECTOR OF LABOR RELATIONS | $256,215 | $0 | $32,290 | $0 | $0 | $0 | $177,378 | $0 | $25,410 | $0 | $491,293 | $0 | $0 | $0 |
| LIZBETH MONICA | ||||||||||||||
| CORPORATE SECRETARY | $172,263 | $0 | $14,000 | $0 | $0 | $0 | $223,018 | $0 | $25,383 | $0 | $434,664 | $0 | $0 | $0 |
| JASON WINTER | ||||||||||||||
| DIRECTOR OF LABOR RELATIONS | $265,076 | $0 | $45,000 | $0 | $0 | $0 | $97,541 | $0 | $26,840 | $0 | $434,457 | $0 | $0 | $0 |
| KIM PEREZ | ||||||||||||||
| EXECUTIVE ASSISTANT | $141,221 | $0 | $14,000 | $0 | $0 | $0 | $207,667 | $0 | $24,801 | $0 | $387,689 | $0 | $0 | $0 |
| QUELEEN ROLAND | ||||||||||||||
| BOARD MEETING ASSISTANT | $110,109 | $0 | $4,180 | $0 | $0 | $0 | $48,311 | $0 | $24,207 | $0 | $186,807 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION AUTHORIZES ITS EXECUTIVES TO FLY FIRST CLASS IF THE FLIGHT EXCEEDS TWO HOURS; THE FOLLOWING INDIVIDUALS TRAVELED FIRST CLASS IN THE FISCAL YEAR ENDING SEPTEMBER 30, 2025: DAVID F. ADAM, FRANCIS PAUL DEMARIA, AND ANISSA MCLAUGHLIN FRUCCI. |
| PART II, COLUMN C: | THE DEFERRED COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN (C) REPRESENTS THE CHANGE IN THE ACTUARIAL VALUE OF EACH INDIVIDUAL'S DEFINED BENEFIT RETIREMENT ACCOUNT. TO THE EXTENT THAT THE ACTUARIAL VALUE OF ANY EMPLOYEE'S DEFINED BENEFIT RETIREMENT ACCOUNT DECREASED, USMX IS REPORTING $0 IN COLUMN (C) AS REQUIRED BY THE INTERNAL REVENUE SERVICE. IN ADDITION TO THE CHANGE IN THE ACTUARIAL VALUE OF THE DEFINED BENEFIT PLAN, COLUMN (C) ALSO INCLUDES THE EMPLOYER MATCH TO EACH INDIVIDUAL'S SECTION 403(B) RETIREMENT PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE UNITED STATES MARITIME ALLIANCE, LTD. (USMX), A NON-PROFIT, INCORPORATED MEMBERSHIP ASSOCIATION, REPRESENTS EMPLOYERS OF THE EAST AND GULF COAST LONGSHORE INDUSTRY. PURSUANT TO USMX'S BYLAWS, THE ORGANIZATION HAS THREE CLASSES OF MEMBERS: (I) CARRIERS; (II) DIRECT EMPLOYERS; AND (III) PORT ASSOCIATIONS. CARRIERS ARE ENTITLED TO NINETEEN VOTES, DIRECT EMPLOYERS ARE ENTITLED TO NINE VOTES, AND THE PORT ASSOCIATION CLASS IS ENTITLED TO NINE VOTES, REGARDLESS OF THE NUMBER OF MEMBERS WITHIN EACH CLASS. EACH CLASS MUST CAST ALL MEMBERSHIP VOTES ALLOCATED TO THEM TO AMOUNT TO A TOTAL OF THIRTY-SEVEN MEMBERSHIP VOTES. |
| FORM 990, PART VI, SECTION A, LINE 7A | USMX'S MEMBERS ARE ENTITLED, AS PART OF THEIR MEMBERSHIP, TO ELECT INDIVIDUALS TO THE USMX BOARD OF DIRECTORS. THE CARRIER CLASS IS ALLOWED TO ELECT SEVEN CARRIER DIRECTORS. THE DIRECT EMPLOYER CLASS IS ALLOWED TO ELECT THREE DIRECT EMPLOYER DIRECTORS. THE PORT ASSOCIATION CLASS IS ALLOWED TO ELECT THREE PORT ASSOCIATION DIRECTORS. FORM 990, PART VI, SECTION A, LINE 9: DAVID F. ADAM, CHAIRMAN AND CEO, JOSEPH WEEKS, DIRECTOR OF LABOR RELATIONS, AND LIZBETH MONICA, CORPORATE SECRETARY ALL OCCUPY OFFICES AT WORLD HOUSTON PLACE, 9219 KATY FREEWAY, SUITE 291, HOUSTON TEXAS, 77024. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 IS SHARED WITH OUR ATTORNEYS FOR ACCURACY AND FORWARDED TO THE CHAIRMAN/CEO PRIOR TO ITS FILING. THE ORGANIZATION DOES NOT FORMALLY DISTRIBUTE A COPY OF THE FORM 990 TO THE FULL BOARD, BUT MAKES IT AVAILABLE SHOULD ANY BOARD MEMBER REQUEST TO VIEW IT. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE ORGANIZATION HAS A CODE OF CONDUCT IN PLACE TO PREVENT CONFLICTS OF INTEREST. IF A CONFLICT WERE TO ARISE, EMPLOYEES OF THE ORGANIZATION ARE EXPECTED TO SELF-DISCLOSE THOSE CONFLICTS TO USMX MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | WHEN AN EXECUTIVE OR KEY EMPLOYEE POSITION IS BEING CONSIDERED FOR HIRE, A COMPENSATION COMMITTEE IS ESTABLISHED WITH THE RESPONSIBILITY TO ENSURE THAT THE CANDIDATE IS WITHIN THE PROPER SALARY RANGE AND POSSESSES THE SKILLS NECESSARY TO PERFORM AT A HIGH LEVEL. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL OFFICER AND KEY EMPLOYEE ANNUAL COMPENSATION WITH RESPECT TO THAT COMPENSATION. THE COMMITTEE USED COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PEOPLE IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | USMX MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS; A COPY IS, LIKEWISE, PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE FINANCIAL STATEMENTS WILL BE PROVIDED, UPON REQUEST, TO ANY INTERESTED PARTY. THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES 1,785,096. |
| FORM 990, PART IX, LINE 11G: | RISER HELLER- $344,158, IGNITE- $216,221, INVARIANT- $350,571, HR NOLA-$125,392, AJR- $140,000, MORGAN LEWIS $199,867. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFITS COSTS 858,598. CHANGE IN EQUITY VALUATION OF SUBSIDIARY 3,061,278. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCC SERVICE CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 CHUBB AVENUE SUITE 350NB | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043645006 | EIN |
| Primary Activities | TECHNICAL SOLUTIONS, FINANCIAL SERVICES AND SUPPORT TO USMX | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USMX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCC SERVICE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $1,500,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |