Civic Intelligence

Pmta Ila Containerization Fund

990 • Fiscal year 2017 • EIN 23-7245050

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 06, 2018

Organization ProfileN/A

View Organization Page

20 Brace RoadCherry Hill, NJ 08034

(856) 616-2090

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.00x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

2.14x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Net Margin

20th percentile

0.0%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

3.3%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$11,409,171

Up $1,707,763 (+18%) from 2016

Net Assets

Flat

$0

Flat from 2016

Liabilities

Up

$11,409,171

Up $1,707,763 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin20th percentile

Revenue

Up

$5,326,119

Up $167,873 (+3.3%) from 2016

Expenses

Up

$5,326,119

Up $167,873 (+3.3%) from 2016

Net Income

Flat

$0

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2013: $9,418,894Liabilities 2013: $9,418,894Net Assets 2013: $02013Assets 2014: $9,127,760Liabilities 2014: $9,127,760Net Assets 2014: $02014Assets 2015: $9,848,503Liabilities 2015: $9,848,503Net Assets 2015: $02015Assets 2016: $9,701,408Liabilities 2016: $9,701,408Net Assets 2016: $02016Assets 2017: $11,409,171Liabilities 2017: $11,409,171Net Assets 2017: $02017Assets 2019: $12,743,469Liabilities 2019: $12,743,469Net Assets 2019: $02019Assets 2020: $12,966,503Liabilities 2020: $12,966,503Net Assets 2020: $02020Assets 2021: $14,162,059Liabilities 2021: $14,162,059Net Assets 2021: $02021Assets 2022: $15,738,046Liabilities 2022: $15,738,046Net Assets 2022: $02022Assets 2023: $15,406,617Liabilities 2023: $15,406,617Net Assets 2023: $02023Assets 2024: $17,103,028Liabilities 2024: $17,103,028Net Assets 2024: $02024

Highlighted filing

2017

Assets$11,409,171
Liabilities$11,409,171
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Expenses 2013: $5,924,5382013Revenue 2014: $4,105,641Expenses 2014: $4,105,641Net Income 2014: $02014Revenue 2015: $5,318,167Expenses 2015: $5,318,167Net Income 2015: $02015Revenue 2016: $5,158,246Expenses 2016: $5,158,246Net Income 2016: $02016Revenue 2017: $5,326,119Expenses 2017: $5,326,119Net Income 2017: $02017Revenue 2019: $6,291,797Expenses 2019: $6,291,797Net Income 2019: $02019Revenue 2020: $6,478,942Expenses 2020: $6,478,942Net Income 2020: $02020Revenue 2021: $6,436,424Expenses 2021: $6,436,424Net Income 2021: $02021Revenue 2022: $7,092,122Expenses 2022: $7,092,122Net Income 2022: $02022Revenue 2023: $9,741,496Expenses 2023: $9,741,496Net Income 2023: $02023Revenue 2024: $7,679,321Expenses 2024: $7,679,321Net Income 2024: $02024

Highlighted filing

2017

Revenue$5,326,119
Expenses$5,326,119
Net Income$0
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 6, 2018
Return Version
2016v3.0
Gross Receipts
$5,326,119
Mission and Program Overview

Mission

Union employee benefit plan that provides compensation to union members who may have lost job opportunities due to the use of automated containerization technologies on ships

Union employee benefit plan that provides compensation to union members who may have lost job opportunities due to the use of automated containerization technologies on ships arriving in the ports of Philadelphia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,686,557$8,367,359▲ $1,680,802
Accounts Receivable$73,326$100,422▲ $27,096
Prepaid Expenses and Deferred Charges$1,851$1,716▼ $135
Total Assets$9,701,408$11,409,171▲ $1,707,763
Other Assets Total$2,939,674$2,939,674→ $0
Liabilities
Other Liabilities$9,695,127$11,402,756▲ $1,707,629
Accounts Payable and Accrued Expenses$6,281$6,415▲ $134
Total Liabilities$9,701,408$11,409,171▲ $1,707,763
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$9,701,408$11,409,171▲ $1,707,763

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,939,674--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David WheneEmployer Trustee
Gina PetrilleEmployer Trustee
Jim LyonsEmployer Trustee
John CoulahanEmployer Trustee
Patrick DolanEmployer Trustee
Robert PalaimaEmployer Trustee
Eric DorseyUnion Trustee
James Paylor JrUnion Trustee
John CookUnion Trustee
Joseph CarsonUnion Trustee
Philip RenziUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,303,597
Investment Income
$22,522
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,326,119
Total Revenue per Audited Statements
$5,326,119
Total Revenue per Form 990
$5,326,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$267,892
Other Expenses$91,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,966,807
Other Salaries and Wages---$173,642
Other Employee Benefits---$79,301
Fees for Services Management---$21,814
Fees for Services Legal---$20,000
Payroll Taxes---$14,949
Office Expenses---$10,732
Conferences and Meetings---$10,457
Insurance---$7,267
Fees for Services Accounting---$5,332
Other Expenses---$5,001
Information Technology---$4,594
Total Functional Expenses$0$0$0$5,326,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,326,119
Expenses per Audited Statements$5,172,695
Total Expenses per Audited Statements$5,172,695
Expenses Not Reported on Financial Statements$153,424
Other Expense Adjustments$153,424
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$4,876,405
Excess contributions due to CRCCF$3,586,677
Due to PMTA/ILA affiliated Plan$2,939,674
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
PMTA ILA Containerization Fund
EIN
23-7245050
Phone
8566162090
Address
20 Brace Road, Cherry Hill, NJ 08034

Signing Officer

Name
Patrick Dolan
Title
Trustee
Phone
8566162090
Signed
2018-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'HARA
Formed
1973
Legal Domicile
Nj
Voting Board Members
11
Independent Board Members
11
Employees
505
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The Fund utilizes the services of a TPA - Benefit Processing, Inc.”

Pt VI, Line 6

“The Fund provided benefits to its members.”

Pt VI, Line 11B

“The Trustees review the Form 990 prior to signature and filing.”

Pt VI, Line 19

“The documents are made available upon request at the Fund office.”

Pt XII, Line 2C

“The Board of Trustees provide oversight of the audit.”

Financial Statement Notes

Pt XII, Line 4B

“Change in benefit obligations.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TaxExemptBondsInd0false
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08566162090
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-06
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ReturnHeader/Filer/PhoneNum08566162090
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ReturnHeader/FilingSecurityInformation/IPDt02018-07-06
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ReturnHeader/FilingSecurityInformation/IPTm008:39:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W VASSAR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUDUBON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PhoneNum08563100990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02018-07-06T08:39:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,409,171
Liabilities
$11,409,171
Net assets
$0
Revenue
$5,326,119
Expenses
$5,326,119
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.1$17.1$0.00$7.68$7.68$0.00
2023Detailed filing. Detailed filing data is available for this year.$15.4$15.4$0.00$9.74$9.74$0.00
2022Detailed filing. Detailed filing data is available for this year.$15.7$15.7$0.00$7.09$7.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$14.2$14.2$0.00$6.44$6.44$0.00
2020Detailed filing. Detailed filing data is available for this year.$13.0$13.0$0.00$6.48$6.48$0.00
2019Detailed filing. Detailed filing data is available for this year.$12.7$12.7$0.00$6.29$6.29$0.00
2017Detailed filing. Detailed filing data is available for this year.$11.4$11.4$0.00$5.33$5.33$0.00
2016Detailed filing. Detailed filing data is available for this year.$9.70$9.70$0.00$5.16$5.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$9.85$9.85$0.00$5.32$5.32$0.00
2014Detailed filing. Detailed filing data is available for this year.$9.13$9.13$0.00$4.11$4.11$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$9.42$0.00$5.92