PACIFIC MARITIME ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC MARITIME ASSOCIATION (EIN 94-2914940)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201521359349306952
- Schema version
- 2013v4.0
- 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 | 2015-05-15T15:18:13-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW SUITE 1000 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200053005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942914940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC MARITIME ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CRAIG EPPERSON | InCareOfNm |
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 4155763200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MARKET STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941052800 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL WECHSLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4155763200 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 4155763200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES MCKENNA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MARKET ST 3RD FL | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941052800 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $120,523,072 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.PMANET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO NEGOTIATE AND ADMINISTER MARITIME LABOR AGREEMENTS WITH THE AGREEMENTS WITH THE INTERNATIONAL LONGSHORE & WAREHOUSE UNION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 177 | TotalEmployeeCnt |
| Total Volunteers | 12 | 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 | $121,842,761 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $118,850,553 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,156 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,693 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,428,545 | PYOtherRevenueAmt |
| CY Other Revenue | $1,653,493 | CYOtherRevenueAmt |
| PY Total Revenue | $123,289,462 | PYTotalRevenueAmt |
| CY Total Revenue | $120,505,739 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,457,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,154,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,333,749 | PYOtherExpensesAmt |
| CY Other Expenses | $81,515,304 | CYOtherExpensesAmt |
| PY Total Expenses | $99,791,710 | PYTotalExpensesAmt |
| CY Total Expenses | $106,669,306 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,497,752 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,836,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $350,084,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $504,563,293 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $302,417,881 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $441,324,988 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,666,668 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,238,305 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO NEGOTIATE AND ADMINISTER MARITIME LABOR AGREEMENTS WITH THE INTERNATIONAL LONGSHORE & WAREHOUSE UNION. THE MEMBERSHIP OF PMA CONSISTS OF DOMESTIC CARRIERS, INTERNATIONAL CARRIERS AND STEVEDORES THAT OPERATE IN CALIFORNIA, OREGON, AND WASHINGTON. THE LABOR AGREEMENTS PMA NEGOTIATES ON BEHALF OF ITS MEMBERS COVER WAGES, EMPLOYEE BENEFITS, AND CONDITIONS OF EMPLOYMENT FOR WORKERS EMPLOYED AT LONGSHORE, MARINE CLERK, AND WALKING BOSS/FOREMAN JOBS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | NEGOTIATING AND ADMINISTERING LABOR AGREEMENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 145 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 177 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG EPPERSON | PersonNm |
| Phone | 4155763200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MARKET STREET 3RD FL | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941052800 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROY AMALFITANO | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD A DENIKE | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| RON FOREST | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HAMLIN | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| TF HAU | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIAN P VON KANNEWURFF | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE LANG | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL RADAK | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| WALTER ROMANOWSKI | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| GENE SEROKA UNTIL 62014 | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| AL GEBHARDT | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| RONNIE ARMSTRONGSINCE 62014 | ||||||||
| DIRECTOR | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MCKENNA | ||||||||
| CEO/SVP | 40.0 | $941,137 | $0 | $115,405 | 2.0 | Yes (X) | ||
| MICHAEL WECHSLER | ||||||||
| CFO/SVP | 40.0 | $569,832 | $0 | $107,203 | 2.0 | Yes (X) | ||
| CRAIG EPPERSON | ||||||||
| SVP | 40.0 | $1,056,949 | $0 | $190,805 | 2.0 | Yes (X) | ||
| STEPHEN HENNESSEY | ||||||||
| COO/SVP | 40.0 | $538,029 | $0 | $68,025 | Yes (X) | |||
| KENNETH CHAD LINDSAY | ||||||||
| VP LABOR RELATIONS | 40.0 | $270,133 | $0 | $54,039 | Yes (X) | |||
| CAROL BEATTY | ||||||||
| VP CONTROLLER | 40.0 | $256,601 | $0 | $32,182 | 2.0 | Yes (X) | ||
| WILLIAM ALVERSON | ||||||||
| VP CONTRACT IMPLMNTN/COMPLNC | 40.0 | $232,607 | $0 | $47,139 | Yes (X) | |||
| KATHLEEN O'SULLIVAN | ||||||||
| ATTORNEY III | 40.0 | $204,013 | $0 | $44,784 | Yes (X) | |||
| TODD AMIDON | ||||||||
| ATTORNEY III | 40.0 | $203,078 | $0 | $32,226 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,272,379 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $691,808 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 58 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN LEWIS BOCKIUS LLP | |||||
| 300 SOUTH GRAND AVE 22ND FLOOR | LOS ANGELES | CA | 900713132 | LEGAL SERVICES | $3,319,363 |
| SEYFARTH SHAW LLP | |||||
| 3807 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | LEGAL SERVICES | $1,904,685 |
| GIBSON DUNN CRUTHCER LLP | |||||
| PO BOX 840723 | LOS ANGELES | CA | 900840723 | LEGAL SERVICES | $986,718 |
| BARRAN LIBMAN LLP | |||||
| 601 SW SECOND AVENUE 2300 | PORTLAND | OR | 972043159 | LEGAL SERVICES | $600,099 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| PO BOX 514038 | LOS ANGELES | CA | 90051 | ACCOUNTING / TAX | $486,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER ASSESSMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $118,850,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,850,553 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $118,850,553 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2 | TotalRevenueColumnAmt |
| Exclusion | $2 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $19,024 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $17,333 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,691 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,691 | TotalRevenueColumnAmt |
| Exclusion | $1,691 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | $700,000 | $700,000 |
| REIMBURSEMENT BY AFFILIATE | 900099 | $125,386 | $125,386 |
| PRO-RATA FEES | 900099 | $52,670 | $52,670 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $775,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $775,437 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,653,493 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,505,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,504,046 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,693 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,255,620 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,642,240 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,200,128 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,028,554 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,027,460 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,397,664 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,760 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,462,257 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431,817 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,516,467 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,975,275 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,139 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,304 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,268,680 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,306 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LONGSHORE DISPATCH HALLS | $31,655,845 |
| LONGSHORE TRAINING PROGRAM | $17,878,084 |
| PAYROLL PROCESSING FEES | $2,378,121 |
| LEGAL SETTLEMENTS | $311,227 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,358 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,669,306 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,680,751 | BOYAmt |
| EOY | $380,089,717 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,714,739 | BOYAmt |
| EOY | $5,558,349 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,490,354 | BOYAmt |
| EOY | $72,489,002 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,288,069 | BOYAmt |
| EOY | $1,629,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,729,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,732,085 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,359,546 | BOYAmt |
| EOY | $42,997,445 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,551,090 | BOYAmt |
| EOY | $1,799,420 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,084,549 | BOYAmt |
| EOY | $504,563,293 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,733,284 | BOYAmt |
| EOY | $15,109,871 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,684,597 | BOYAmt |
| EOY | $426,215,117 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,417,881 | BOYAmt |
| EOY | $441,324,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,666,668 | BOYAmt |
| EOY | $63,238,305 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,666,668 | BOYAmt |
| EOY | $63,238,305 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,084,549 | BOYAmt |
| EOY | $504,563,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,836,433 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,735,204 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,571,148 | OtherCostOrOtherBasisAmt |
| Book Value | $5,571,148 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,647,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,069,469 | DepreciationAmt |
| Book Value | $1,577,976 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,611,007 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,259,341 | DepreciationAmt |
| Book Value | $1,351,666 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,366,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,893,432 | DepreciationAmt |
| Book Value | $2,473,167 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,533,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,509,843 | DepreciationAmt |
| Book Value | $32,023,488 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,997,445 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST-RETIREMENT BENFTS | $32,245,400 |
| ANTCPTED EMPLOYER OBLIGATIONS | $380,041,966 |
| PAYABLE TO LONGSHORE PAYROLL | $12,685,325 |
| OTHER LIABILITIES | $1,242,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $426,215,117 | 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 | FIN 48 FOOTNOTE THE COMPANY HAD NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2014 AND 2013. THE COMPANY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS ENDING PRIOR TO JUNE 30, 2010. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES MCKENNA | ||||||||||||||
| CEO/SVP | $475,674 | $0 | $270,164 | $0 | $195,299 | $0 | $60,377 | $20,844 | $34,184 | $0 | $1,035,698 | $20,844 | $0 | $0 |
| MICHAEL WECHSLER | ||||||||||||||
| CFO/SVP | $318,541 | $0 | $139,168 | $0 | $112,123 | $0 | $38,962 | $26,118 | $42,123 | $0 | $650,917 | $26,118 | $0 | $0 |
| CRAIG EPPERSON | ||||||||||||||
| SVP | $339,958 | $0 | $148,525 | $0 | $568,466 | $0 | $146,256 | $0 | $44,549 | $0 | $1,247,754 | $0 | $0 | $0 |
| STEPHEN HENNESSEY | ||||||||||||||
| COO/SVP | $304,906 | $0 | $133,211 | $0 | $99,912 | $0 | $34,045 | $0 | $33,980 | $0 | $606,054 | $0 | $0 | $0 |
| KENNETH CHAD LINDSAY | ||||||||||||||
| VP LABOR RELATIONS | $218,479 | $0 | $48,431 | $0 | $3,223 | $0 | $15,220 | $0 | $38,819 | $0 | $324,172 | $0 | $0 | $0 |
| CAROL BEATTY | ||||||||||||||
| VP CONTROLLER | $199,336 | $0 | $44,188 | $0 | $13,077 | $0 | $17,514 | $0 | $14,668 | $0 | $288,783 | $0 | $0 | $0 |
| WILLIAM ALVERSON | ||||||||||||||
| VP CONTRACT IMPLMNTN/COMPLNC | $185,291 | $0 | $41,074 | $0 | $6,242 | $0 | $17,091 | $0 | $30,048 | $0 | $279,746 | $0 | $0 | $0 |
| KATHLEEN O'SULLIVAN | ||||||||||||||
| ATTORNEY III | $183,680 | $0 | $23,935 | $0 | -$3,602 | $0 | $13,866 | $0 | $30,918 | $0 | $248,797 | $0 | $0 | $0 |
| TODD AMIDON | ||||||||||||||
| ATTORNEY III | $178,677 | $0 | $23,261 | $0 | $1,140 | $0 | $13,633 | $0 | $18,593 | $0 | $235,304 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A: | THE ORGANIZATION PROVIDES LIMITED FIRST-CLASS TRAVEL PURSUANT TO A WRITTEN POLICY FOR CERTAIN EXECUTIVES AND/OR DISTANCES. THE ORGANIZATION PROVIDES LIMITED TRAVEL FOR COMPANIONS, PURSUANT TO POLICY FOR CERTAIN EXECUTIVES AND FOR SPECIFIED BUSINESS OCCASIONS. HEALTH CLUB DUES ARE PAID IN FULL OR IN PART FOR REGULAR EMPLOYEES; OTHER CLUB DUES ARE LIMITED BY POLICY TO CERTAIN EXECUTIVES. FOR ELIGIBLE EMPLOYEES, MEMBERSHIP DUES AND SUPPLEMENTAL INSURANCE PREMIUMS ARE ELIGIBLE FOR TAX GROSS-UP. |
| SCHEDULE J, PART I, LINE 4B: | THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDES FOR ANNUAL DEFERRALS OF COMPENSATION TO ELIGIBLE PARTICIPANTS (JAMES MCKENNA, CRAIG EPPERSON, MICHAEL WECHSLER AND STEPHEN HENNESSEY). THE PLAN PROVIDES FOR 2% OF FINAL AVERAGE PAY FOR EACH YEAR OF EXECUTIVE SERVICE AS RECOMMENDED TO THE BOARD BY THE COMPENSATION CONSULTANT. THE DEFERRALS ARE TAXABLE UPON VESTING. THE TAXABLE (VESTED) DEFERRALS WERE INCLUDED IN COLUMN (B)(III) AND THE UNVESTED DEFERRALS WERE INCLUDED IN COLUMN (C) AS FOLLOWS: COLUMN (B)(III) COLUMN (C) JAMES MCKENNA 129,863 42,627 CRAIG EPPERSON 518,907 11,206 MICHAEL WECHSLER 68,055 21,212 STEPHEN HENNESSEY 60,554 18,848 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MATTHEW MCKENNA | |||
| SEE PART V | $25,355 | EMPLOYMENT | false |
| NICOLE ROMANOWSKI | |||
| SEE PART V | $66,635 | EMPLOYMENT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1: | FormAndLineReferenceDesc |
| Explanation | FAMILY MEMBER OF JAMES MCKENNA, OFFICER. PART IV, LINE 2: FAMILY MEMBER OF WALTER ROMANOWSKI, DIRECTOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, LINE 2: | EDWARD A. DENIKE AND RON FOREST, BUSINESS RELATIONSHIP. CRAIG EPPERSON, JAMES MCKENNA & MICHAEL WECHSLER, BUSINESS RELATIONSHIP. |
| PART VI, LINE 6: | THE MEMBERSHIP OF PMA CONSISTS OF DOMESTIC CARRIERS, INTERNATIONAL CARRIERS, AND STEVEDORES/NON-CARRIERS THAT OPERATE IN CALIFORNIA, OREGON, AND WASHINGTON. |
| PART VI, LINE 7A: | PMA'S BYLAWS SET FORTH THE PROCESS BY WHICH MEMBERS ELECT THE BOARD OF DIRECTORS. VOTING STRENGTH IS DETERMINED BY MEMBERSHIP CLASS (DOMESTIC CARRIER, INTERNATIONAL CARRIER, OR STEVEDORE/NON-CARRIER) AND TONNAGE OR PAYROLL HOURS. |
| PART VI, LINE 7B: | PMA'S BYLAWS SET FORTH THE MEMBERSHIP'S ROLE IN APPROVING BOARD OF DIRECTORS' DECISIONS, SUCH AS DECISIONS REGARDING DUES AND ASSESSMENTS, UNION CONTRACTS AND COMMITMENTS, AND REVISING THE BYLAWS. |
| PART VI, LINE 8A & 8B: | DOCUMENTATION IS PROMPTLY DRAFTED AND FINALIZED AS SOON AS PRACTICABLE; HOWEVER, THIS PROCESS MAY TAKE LONGER THAN 60 DAYS AFTER THE MEETING OR THE ACTION OR BY THE NEXT MEETING. |
| PART VI, LINE 11B: | DATA WAS COMPILED AND REVIEWED BY PMA'S ACCOUNTING AND LEGAL DEPARTMENTS, INCLUDING RESPONSES TO QUESTIONNAIRES BY DIRECTORS AND OFFICERS/KEY EMPLOYEES; AN INDEPENDENT AUDIT FIRM REVIEWED THE DATA AND PREPARED THE FORM; THE FORM WAS REVIEWED AND APPROVED BY THE CEO, LEGAL DEPARTMENT, AND CONTROLLER, PRIOR TO SIGNING BY PMA'S SENIOR VICE PRESIDENT/CFO. |
| PART VI, LINE 12B & 12C: | DIRECTORS, OFFICERS AND KEY EMPLOYEES RECEIVE ANNUAL QUESTIONNAIRES FOCUSED ON CATEGORIES OF POTENTIAL CONFLICTS IDENTIFIED ON THE FORM 990. POTENTIAL CONFLICTS DISCLOSED ARE REVIEWED BY PMA'S LEGAL DEPARTMENT. THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY) IS PROVIDED TO NEW HIRES, AND IS AVAILABLE ON PMA'S INTRANET WEBSITE. ANY COMPLAINTS ARE PROMPTLY AND THOROUGHLY INVESTIGATED BY PMA'S LEGAL DEPARTMENT. |
| PART VI, LINE 15A & 15B: | IN PREVIOUS YEARS, A COMPENSATION CONSULTANT WAS ENGAGED TO ADVISE THE BOARD ON CEO AND KEY EMPLOYEE COMPENSATION, AND IS USED FROM TIME TO TIME TO PROVIDE UPDATED INFORMATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS CEO AND KEY EMPLOYEE TOTAL COMPENSATION AND SUBMITS COMPENSATION LEVELS FOR THE NEXT YEAR TO THE BOARD OF DIRECTORS FOR RECOMMENDATION AND APPROVAL. |
| PART VI, LINE 19: | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| PART XI, LINE 9: | CHANGE IN VALUE OF PENSION COST $1,528,736; CHANGE IN EQUITY OF SUBSIDIARY $206,468; TOTAL PART XI, LINE 9 $1,735,204. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARITECH CORPORATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1495 RIDGEVIEW DRIVE STE 110 | AddressLine1 |
| City | RENO | City |
| State | NV | State |
| ZIP Code | 89511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911934547 | EIN |
| Primary Activities | PAYROLL PROCESS | PrimaryActivitiesTxt |
| Legal Domicile State | NV | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $2,925,918 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,761,545 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MARITECH CORPORATION | ||
| L | $700,000 | COST |
| MARITECH CORPORATION | ||
| M | $2,378,121 | COST |
| MARITECH CORPORATION | ||
| M | $66,163 | COST |
| MARITECH CORPORATION | ||
| Q | $2,170,947 | COST |