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← INTERNATIONAL LONGSHOREMENS ASSOCIATION WELFARE FUND

Form 990 for tax year 2023

Filed by INTERNATIONAL LONGSHOREMENS ASSOCIATION WELFARE FUND.

Totals

Total revenue
$6,675,330
Total expenses
$6,682,497
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,624,806
Investment income
$48,986
Other revenue
$1,538
Total assets, end of year
$3,131,151
Total liabilities, end of year
$1,117,826
Net assets or fund balances, end of year
$2,013,325
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYERS CONTRIB

    total $6,104,749 · related or exempt $6,104,749

  • 2b · Program service revenue: CR5 INCOME

    total $520,057 · related or exempt $520,057

  • 3 · Investment income

    total $48,986 · excluded $48,986

  • 11a · Other revenue: OTHER INCOME

    total $1,538 · related or exempt $1,538

  • 11e · Other revenue, total

    $1,538

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $5,776,514

  • 5 · Compensation of officers, directors and key employees

    total $226,760

  • 7 · Other salaries and wages

    total $654,012

  • 8 · Pension plan contributions

    total $13,450

  • 9 · Other employee benefits

    total $117,350

  • 10 · Payroll taxes

    total $64,012

  • 11b · Fees: legal

    total $79,106

  • 11c · Fees: accounting

    total $46,982

  • 11g · Fees: other

    total $9,000

  • 13 · Office expenses

    total $46,645

  • 14 · Information technology

    total $111,535

  • 16 · Occupancy

    total $27,015

  • 19 · Conferences, conventions and meetings

    total $28,256

  • 22 · Depreciation, depletion and amortization

    total $57,700

  • 23 · Insurance

    total $10,684

  • 24a · Other expenses: OUTSIDE SERVICES

    total $16,411

  • 24b · Other expenses: REIMBURSED SALARY & BEN

    total -$602,935

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,943,945 · end of year $1,717,100

  • 4 · Accounts receivable

    beginning of year $967,971 · end of year $1,184,992

  • 10a · Land, buildings and equipment: cost or other basis

    $249,764

  • 10b · Land, buildings and equipment: accumulated depreciation

    $214,856

  • 10c · Land, buildings and equipment, net

    beginning of year $57,408 · end of year $34,908

  • 15 · Other assets

    beginning of year $252,289 · end of year $194,151

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,746 · end of year $63,669

  • 25 · Other liabilities

    beginning of year $1,133,375 · end of year $1,054,157

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,020,492 · end of year $2,013,325

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Mark Ortega

    ALT LABOR TRUSTEE

    Total calculated
    $4,760
    From this org
    $4,760
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • James R Gray Jr

    MGMT TRUSTEE, CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Frank McBride

    MGMT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Russell Wilson

    MGMT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Warren Smith

    LABOR TRUSTEE, CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Fred Wakefield

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Carl King Sr

    LABOR TRUSTEE

    Total calculated
    $2,240
    From this org
    $2,240
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Daniel Teague

    ALT LABOR TRUSTEE

    Total calculated
    $3,640
    From this org
    $3,640
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Erwin L Lax

    ADMINISTRATOR

    Total calculated
    $216,800
    From this org
    $191,000
    From related orgs
    $0
    Other
    $25,800
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $191,000
    Bonus
    $0
    Other
    $0
    Deferred
    $2,690
    Nontaxable benefits
    $23,110
    Filer's total
    $216,800

  • Anthony Roundtree

    PAYROLL COORDINATOR

    Total calculated
    $169,428
    From this org
    $143,628
    From related orgs
    $0
    Other
    $25,800
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $143,628
    Bonus
    $0
    Other
    $0
    Deferred
    $2,690
    Nontaxable benefits
    $23,110
    Filer's total
    $169,428

  • Lorraine Williams

    ASST. ADMINISTRATOR

    Total calculated
    $142,267
    From this org
    $116,467
    From related orgs
    $0
    Other
    $25,800
    Hours/week
    20

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • JMA-ILA CONTAINER ROYALTY PLAN

    ROYALTY · FL

Provenance

Return type
form_990
Tax year
2023
Filed
17 July 2025
IRS schema version
2023v6.0
Source object
202541989349300424

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