INTERNATIONAL LONGSHRMNS & WAREHSMN UNION-PACI MRTM ASSOC WELFARE FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL LONGSHRMNS & WAREHSMN UNION-PACI MRTM ASSOC WELFARE FUND (EIN 94-6068578)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-09
- IRS object ID
- 201241309349301839
- Schema version
- 2010v3.7
- 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) |
|---|---|---|
| Timestamp | 2012-05-09T15:28:27-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946068578 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILWU-PMA WELFARE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ILWU | NameControl |
| Phone | 4156738500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 FRANKLIN STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin Wolfe | Name |
| Title | Interim Executive Director | Title |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673303000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN WOLFE INTERM EXE DIR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 FRANKLIN STREET STE 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 565566906 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 50,339 PARTICIPANTS AND DEPENDENTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 585794689 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 565446561 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 116422 | InvestmentIncomePriorYear |
| Investment Income Current Year | 120345 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 585911111 | TotalRevenuePriorYear |
| Total Revenue Current Year | 565566906 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 560541072 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 562527739 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3478494 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3300210 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3688053 | OtherExpensePriorYear |
| Other Expenses Current Year | 4273793 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 567707619 | TotalExpensesPriorYear |
| Total Expenses Current Year | 570101742 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18203492 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4534836 | RevenuesLessExpensesCY |
| Total Assets BOY | 147669471 | TotalAssetsBOY |
| Total Assets EOY | 143597360 | TotalAssetsEOY |
| Total Liabilities BOY | 55046149 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 80197505 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 92623322 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 63399855 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 50,339 PARTICIPANTS AND DEPENDENTS | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 562527739 | Expense |
| Revenue | 565446561 | Revenue |
| Description | provide health and welfare benefits to approximately 50,339 participants and dependents | Description |
| Total Program Service Expense | 562527739 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 258 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PACIFIC MARITIME ASSOCIATION | NamePerson |
| Telephone Number | 4156738500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MARKET ST 3RD FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES C MCKENNA | |||||||
| EMPLOYER TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| MICHAEL WECHSLER | |||||||
| EMPLOYER TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| ROBERT STEPHENS | |||||||
| EMPLOYER TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| Ray Familathe | |||||||
| UNION TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| RAY ORTIZ JR | |||||||
| UNION TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| LEAL SUNDET | |||||||
| UNION TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| KATE MCCLURE | |||||||
| EXECUTIVE DIRECTOR | 35.0 | 181107 | 0 | 63117 | X | ||
| MITCHELL GRIGGS | |||||||
| ASSISTANT EXECUTIVE DIRECTOR | 35.0 | 164736 | 0 | 58743 | X | ||
| Jacqueline cummings | |||||||
| coast dir &adrp representative | 35.0 | 148727 | 0 | 62442 | X | ||
| joseph cabrales | |||||||
| area welfare director | 35.0 | 148724 | 0 | 61313 | X | ||
| NICK BUCKLES | |||||||
| area welfare director | 35.0 | 148436 | 0 | 61313 | X | ||
| donald schwendeman | |||||||
| adrp representative | 35.0 | 148045 | 0 | 61313 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 939775 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 368241 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Great- west healthcare | |||||
| 8505 e orchard road | GREENWOOD VILLAGE | CO | 80111 | claims processor | 9122906 |
| sykes health plan service | |||||
| 9200 shelbyville road | LOUISVILLE | KY | 94108 | hospital bill audits | 3065787 |
| tc3 | |||||
| 19732 macarthur blvd suite 100 | IRVINE | CA | 92612 | claims processor | 1235966 |
| delta dental | |||||
| po box 997330 | SACRAMENTO | CA | 95899 | claims processing | 983464 |
| prescription solutions | |||||
| 2300 main street mail stop ca 134- | SAN FRANCISCO | CA | 94105 | claims processing | 958937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRIBUTIONS - EMPLOYERS | 525920 | 546214412 | 546214412 |
| CONTRIBUTIONS - EMPLOYEES | 525920 | 11580832 | 11580832 |
| MEDICARE PART D SUBSIDY | 525920 | 7532948 | 7532948 |
| CONTRIBUTIONS - SELF PAY | 525920 | 118369 | 118369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 565446561 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120345 | TotalRevenueColumn |
| Exclusion | $120,345 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 565566906 | TotalRevenueColumn |
| Related Or Exempt Function Income | 565446561 | RelatedOrExemptFunctionIncome |
| Exclusion | $120,345 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562527739 | Total |
| Program Services | 562527739 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244224 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 244224 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1623687 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1623687 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500378 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 500378 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792632 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 792632 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139289 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 139289 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1260718 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1260718 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345331 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 345331 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 965643 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 965643 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50761 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 50761 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252563 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 252563 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49946 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 49946 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100401 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 100401 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| ALCOHOL AND DRUG RECOVERY PROG | 1033203 | 1033203 |
| POSTAGE AND SHIPPING | 77292 | 77292 |
| EQUIPMENT RENTAL & MAINTENANCE | 73042 | 73042 |
| TELEPHONE | 20965 | 20965 |
| PRINTING AND PUBLISHING | 19851 | 19851 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24077 | Total |
| Management And General | 24077 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570101742 | Total |
| Program Services | 562527739 | ProgramServices |
| Management And General | 7574003 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21254595 | BOY |
| EOY | 32502280 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126414876 | BOY |
| EOY | 111095080 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147669471 | BOY |
| EOY | 143597360 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55046149 | BOY |
| EOY | 80197505 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55046149 | BOY |
| EOY | 80197505 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92623322 | BOY |
| EOY | 63399855 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92623322 | BOY |
| EOY | 63399855 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147669471 | BOY |
| EOY | 143597360 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4534836 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -24688631 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Total Revenue | 565566906 | TotalRevenue |
| Total Expenses | 570101742 | TotalExpenses |
| Excess Or Deficit For Year | -4534836 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -4534836 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 565566906 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 565566906 | RevenueSubtotal |
| Total Revenue Per Form990 | 565566906 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 570101742 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 570101742 | ExpensesSubtotal |
| Total Expenses Per Form990 | 570101742 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATE MCCLURE | |||||||||||||
| 181107 | 0 | 0 | 0 | 0 | 0 | 48665 | 0 | 14452 | 0 | 244224 | 0 | 0 | 0 |
| MITCHELL GRIGGS | |||||||||||||
| 164736 | 0 | 0 | 0 | 0 | 0 | 44291 | 0 | 14452 | 0 | 223479 | 0 | 0 | 0 |
| Jacqueline cummings | |||||||||||||
| 148727 | 0 | 0 | 0 | 0 | 0 | 38772 | 0 | 23670 | 0 | 211169 | 0 | 0 | 0 |
| joseph cabrales | |||||||||||||
| 148724 | 0 | 0 | 0 | 0 | 0 | 37643 | 0 | 23670 | 0 | 210037 | 0 | 0 | 0 |
| NICK BUCKLES | |||||||||||||
| 148436 | 0 | 0 | 0 | 0 | 0 | 37643 | 0 | 23670 | 0 | 209749 | 0 | 0 | 0 |
| donald schwendeman | |||||||||||||
| 148045 | 0 | 0 | 0 | 0 | 0 | 37643 | 0 | 23670 | 0 | 209358 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 2010 Form 990 | Identifier |
| Return Reference | Part vi, line 11a | ReturnReference |
| Explanation | The Trustees of the ILWU-PMA Welfare Trust (the "Trustees") engaged PriceWaterhouseCoopers LLP ("PWC") to prepare the 2008 Form 990 for the ILWU-PMA Welfare Plan. Co-counsel to the Trustees circulated the draft Form 990 for review by the Trustees. PWC has revised the Form 990, including its Schedules, based upon the comments of the Trustees. Part VI, Lines 12a and 12b The conflict of interest policy is distributed to each trustee and any other individual who may be subject to the policy. They are required to sign a statement which affirms that such individual has; 1.) received a copy of the policy; 2.) read and understands the policy; and 3.) agrees to comply with the policy. officers, directors or trustees, and key employees are required to disclose annually interest that could give rise to conflicts. any arrangement or transaction entered into during the year that could give rise to a conflict needs to be brought to the attention of the board. If after entering into the transaction or arrangement it is later discovered that it may be a conflict all relevant facts need to be disclosed as soon as possible. If the board learns that an actual or potential conflict of interest may exist with respect to a proposed or consummated transaction, it shall take such actions as it deems appropriate to evaluate the nature and extent of the conflict and take such corrective actions to address the conflict as it deems appropriate under the circumstances Part XI, Line 5 Other changes in net assets Increase in accounts currently payable $24,688,631 | Explanation |