Civic Intelligence

Carrier-Ila Container Royalty Fund No 5

EIN 27-6318504 • 501(c)9 • Lyndhurst, NJ

Profile

The fund provides financial assistance to joint management ila employee benefit plans (other than pension) in local ports or districts.

125 Chubb AvenueLyndhurst, NJ 07071

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.29x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

95th percentile

0.69x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Asset Growth

94th percentile

26%

Faster asset growth than 94% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

27%

Faster revenue growth than 75% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$378,421,458

Up $78,080,440 (+26%) from 2024

Liabilities

Up

$110,222,434

Up $46,761,639 (+74%) from 2024

Net Assets

Up

$268,199,024

Up $31,318,801 (+13%) from 2024

Operations
Liabilities / Revenue95th percentileNet Margin70th percentile

Revenue

Up

$158,747,833

Up $33,373,883 (+27%) from 2024

Expenses

Up

$134,781,886

Up $44,927,246 (+50%) from 2024

Net Income

Down

$23,965,947

Down $11,553,363 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2020: $122,776,666Liabilities 2020: $15,871,822Net Assets 2020: $106,904,8442020Assets 2021: $149,668,450Liabilities 2021: $15,990,527Net Assets 2021: $133,677,9232021Assets 2022: $215,921,489Liabilities 2022: $63,643,535Net Assets 2022: $152,277,9542022Assets 2023: $251,210,645Liabilities 2023: $63,569,760Net Assets 2023: $187,640,8852023Assets 2024: $300,341,018Liabilities 2024: $63,460,795Net Assets 2024: $236,880,2232024Assets 2025: $378,421,458Liabilities 2025: $110,222,434Net Assets 2025: $268,199,0242025

Highlighted filing

2025

Assets$378,421,458
Liabilities$110,222,434
Net Assets$268,199,024
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0Revenue 2020: $107,463,080Expenses 2020: $82,321,189Net Income 2020: $25,141,8912020Revenue 2021: $118,236,691Expenses 2021: $89,864,380Net Income 2021: $28,372,3112021Revenue 2022: $91,721,636Expenses 2022: $59,779,095Net Income 2022: $31,942,5412022Revenue 2023: $114,348,609Expenses 2023: $87,270,222Net Income 2023: $27,078,3872023Revenue 2024: $125,373,950Expenses 2024: $89,854,640Net Income 2024: $35,519,3102024Revenue 2025: $158,747,833Expenses 2025: $134,781,886Net Income 2025: $23,965,9472025

Highlighted filing

2025

Revenue$158,747,833
Expenses$134,781,886
Net Income$23,965,947
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$378,421,458
Liabilities
$110,222,434
Net assets
$268,199,024
Revenue
$158,747,833
Expenses
$134,781,886
Net income
$23,965,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$378$110$268$159$135$24.0
2024Detailed filing. Detailed filing data is available for this year.$300$63.5$237$125$89.9$35.5
2023Detailed filing. Detailed filing data is available for this year.$251$63.6$188$114$87.3$27.1
2022Detailed filing. Detailed filing data is available for this year.$216$63.6$152$91.7$59.8$31.9
2021Detailed filing. Detailed filing data is available for this year.$150$16.0$134$118$89.9$28.4
2020Detailed filing. Detailed filing data is available for this year.$123$15.9$107$107$82.3$25.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Gross Receipts
$159,347,671
Mission and Program Overview

Mission

The fund provides financial assistance to joint management ila employee benefit plans (other than pension) in local ports or districts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$10,568,356$12,644,347▲ $2,075,991
Other Notes and Loans Receivable, Net$1,665,491$1,607,527▼ $57,964
Cash and Non-Interest-Bearing Accounts$128,709$696,937▲ $568,228
Prepaid Expenses and Deferred Charges$8,645$7,861▼ $784
Total Assets$300,341,018$378,421,458▲ $78,080,440
Other Assets Total$287,969,817$363,464,786▲ $75,494,969
Liabilities
Other Liabilities$63,416,293$110,130,510▲ $46,714,217
Accounts Payable and Accrued Expenses$44,502$91,924▲ $47,422
Total Liabilities$63,460,795$110,222,434▲ $46,761,639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$236,880,223$268,199,024▲ $31,318,801
Total Net Assets Fund Balance$236,880,223$268,199,024▲ $31,318,801
Total Liabilities and Net Assets / Fund Balance$300,341,018$378,421,458▲ $78,080,440

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$363,464,786--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
David F Adam - PastCo-chair
Paul De MariaCo-chair
Stephen KnottCo-chair
Alan RobbTrustee
Anissa FrucciTrustee
Benny HollandTrustee
Dennis DaggettTrustee
James R GrayTrustee
Jason WinterTrustee
Kurt MittenzweiTrustee
Wilbert RowellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$148,655,532
Investment Income
$10,016,566
Other Revenue
$75,735
Change in Net Assets
$23,965,947

Audited Revenue Reconciliation

Revenue per Audited Statements
$158,747,833
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,352,854
Total Revenue per Audited Statements
$166,100,687
Total Revenue per Form 990
$158,747,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,781,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$134,025,585
Fees for Service Investment Mgmnt Fees---$452,829
Fees for Services Management---$236,250
Insurance---$21,976
Fees for Services Legal---$16,935
Fees for Services Accounting---$16,710
Fees for Services Other---$10,080
Office Expenses---$1,521
Total Functional Expenses$0$0$0$134,781,886

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$134,781,886
Total Expenses per Audited Statements$134,781,886
Total Expenses per Form 990$134,781,886
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Port Benefits Assistance Payable$110,130,510
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The plan is adminstered by ten trustees, five are appointed by the international longshoremen's association, and five are appointed by the united states maritime alliance, ltd.”

Form 990, Part VI, Section B, Line 11B

“Upon completion of the form 990, it is reviewed by the fund's attorneys for accuracy. It is then forwarded to the president/trustees for their review and signature.”

Form 990, Part VI, Section C, Line 19

“The plan's governing documents and financial statements are available at the plan office for review upon request.”

Filing and Contact Details

Filer

Filer Name
Carrier-ila Container Royalty Fund No 5
EIN
27-6318504
Phone
7324043101
Address
125 CHUBB AVENUE, LYNDHURST, NJ 07071

Signing Officer

Name
Anthony J Dalonges
Title
Authorized Agent
Phone
7324043101
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony J Dalonges
Formed
2009
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
462 SEVENTH AVENUE 16TH FLOOR, NEW YORK, NY 10018
Preparer
Mark Batliner
Phone
2126951300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management is required to evaluate tax positions taken by the crf5 and recognize a tax liability (or asset) if the crf5 has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service (irs). As of september 30, 2025 and 2024, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The crf5's forms 990, return of organization exempt from income tax, for the years ending 2022, 2023 and 2024 are subject to examination by the irs, generally for three years after they were filed.”

Raw XML Appendix390 raw XML fields

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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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0134781886
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07352854
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0363464786
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CFS/CRF 5 ESCROW ACCOUNTS RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0110130510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PORT BENEFITS ASSISTANCE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt07352854
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0158747833
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE CRF5 AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CRF5 HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). AS OF SEPTEMBER 30, 2025 AND 2024, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CRF5'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0363464786
IRS990ScheduleD/TotalExpensesPerForm990Amt0134781886
IRS990ScheduleD/TotalLiabilityAmt0110130510
IRS990ScheduleD/TotalRevenuePerForm990Amt0158747833
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0166100687
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0134781886
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS ADMINSTERED BY TEN TRUSTEES, FIVE ARE APPOINTED BY THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AND FIVE ARE APPOINTED BY THE UNITED STATES MARITIME ALLIANCE, LTD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON COMPLETION OF THE FORM 990, IT IS REVIEWED BY THE FUND'S ATTORNEYS FOR ACCURACY. IT IS THEN FORWARDED TO THE PRESIDENT/TRUSTEES FOR THEIR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE PLAN OFFICE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CARRIER ILA CONTAINER FREIGHT STATION TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CARRIER ILA CONTAINER ROYALTY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0133528474
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1133610522
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTAINER FREIGHT STATIONS SUBSIDIES AND MEMBERSHIP TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPLEMENT FUNDING FOR THE PROVISION OF HEALTH CARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0125 CHUBB AVENUE STE 350NB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1125 CHUBB AVENUE STE 350NB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LYNDHURST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LYNDHURST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107071
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0300341018
IRS990/TotalAssetsEOYAmt0378421458
IRS990/TotalAssetsGrp/BOYAmt0300341018
IRS990/TotalAssetsGrp/EOYAmt0378421458
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0134781886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063460795
IRS990/TotalLiabilitiesEOYAmt0110222434
IRS990/TotalLiabilitiesGrp/BOYAmt063460795
IRS990/TotalLiabilitiesGrp/EOYAmt0110222434
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0236880223
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0268199024
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0148655532
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010616404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148131429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158747833
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0300341018
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0378421458
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0125 CHUBB AVENUE
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IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007071
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY J DALONGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07324043101
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARRIER-ILA CONTAINER ROYALTY FUND NO 5
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0276318504
ReturnHeader/Filer/PhoneNum07324043101
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 CHUBB AVENUE
ReturnHeader/Filer/USAddress/CityNm0LYNDHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 SEVENTH AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BATLINER
ReturnHeader/ReturnTs02026-03-04T15:57:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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