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Pmta Ila Containerization Fund

Not tax-deductible

Philadelphia, PA501(c)(5)Since 1973Mutual/Membership EIN 23-7245050Revenue $15.9M in FY2025

On file with the IRS3460 N Delaware Ave Ste 108, 19134-6311 · Philadelphia, PATax-exempt since Jul 1973

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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

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $18K a year · under 1% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Cash reserves
12 mo
of spending, in cash
Looks good: 11.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$18.9M
99% of total assets
Concern: liabilities are 99% of assets; over 80%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.9M
+108% vs prior year
Spent
$15.8M
Net assets
$111K
By yearFY2020–FY2025
Revenue
$15.9M
FY2025▲ +108%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.5M
FY2021$6.4M
FY2022$7.1M
FY2023$9.7M
FY2024$7.7M
FY2025$15.9M
Expenses
$15.8M
FY2025▲ +106%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.5M
FY2021$6.4M
FY2022$7.1M
FY2023$9.7M
FY2024$7.7M
FY2025$15.8M
Net assets
$111K
FY2025
Tap a bar for its year
Net assets by fiscal year
FY2020$0
FY2021$0
FY2022$0
FY2023$0
FY2024$0
FY2025$111K

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Brian Casal
Employer Trustee
$0Pt VII · Sec A
Jim Lyons
Employer Trustee
$0Pt VII · Sec A
Martin Masculli
Union Trustee
$0Pt VII · Sec A
Joseph Carson
Union Trustee
$0Pt VII · Sec A
Philip Renzi
Union Trustee
$0Pt VII · Sec A
Eric Dorsey
Union Trustee
$0Pt VII · Sec A
John Burleson
Employer Trustee
$0Pt VII · Sec A
Dan Carwile
Employer Trustee
$0Pt VII · Sec A
See Pmta Ila Containerization Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Compensates union members for lost job opportunities due to ship automation.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

The contributions to the Fund are based on the tonnage of containerized cargo loaded and unloaded at the Ports.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$15.9M
Ln 12
Fees for servicesLn 2g$15.4M
Investment incomeLn 3$496K
Money outPt IX
$15.8M
Ln 25
Owns and owesPt X
$111K
net assets · Ln 32
Cash and savingsLn 1–2$15.2M
Total assetsLn 16$19.1M
LiabilitiesLn 26$18.9M
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$15.4M
Investment incomeLn 3$496K
Total revenueLn 12$15.9M
Assets in detailPt X, end of year
CashLn 1$15.2M
Cash and savings togetherLn 1–2$15.2M
Other assetsLn 15$3.7M
Total assetsLn 16$19.1M
LiabilitiesLn 26$18.9M
Net assetsLn 32$111K
OperationsPt I, VI
EmployeesI 52
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$13.9M$15.2M
Total assetsLn 16$17.1M$19.1M
LiabilitiesLn 26$17.1M$18.9M
Net assetsLn 32$0$111K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$15.2M$0
Other salaries and wagesLn 7$326K$0$0$0
Other employee benefitsLn 9$125K$0$0$0
Payroll taxesLn 10$26K$0$0$0
Management feesLn 11a$111K$0$0$0
Legal feesLn 11b$20K$0$0$0
Accounting feesLn 11c$6K$0$0$0
Office expensesLn 13$23K$0$0$0
Information technologyLn 14$8K$0$0$0
Conferences, conventions and meetingsLn 19$13K$0$0$0
InsuranceLn 23$3K$0$0$0
Other expenses (24a–d)Ln 24$0$0$0$0
Total functional expensesLn 25$15.8M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $15.9M$15.8M$111K$111K 990 PDF
FY2024 $7.7M$7.7M$0$0 990 PDF
FY2023 $9.7M$9.7M$0$0 990 PDF
FY2022 $7.1M$7.1M$0$0 990 PDF
FY2021 $6.4M$6.4M$0$0 990 PDF
FY2020 $6.5M$6.5M$0$0 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $15,935,028 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $7,190,089$15,439,234
I-10 Investment incomePrior year $489,232$495,794
I-11 Other revenue$0
I-12 Total revenuePrior year $7,679,321$15,935,028
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $7,218,352$15,161,706
I-15 Salaries and benefitsPrior year $368,294$477,944
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $92,675$184,381
I-18 Total expensesPrior year $7,679,321$15,824,031
I-19 Revenue less expensesPrior year $0$110,997
Part VI · Governance 11 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $15,935,028 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$15,439,234
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $495,794$495,794
VIII-12 Total revenueRelated to mission $15,439,234 · Unrelated business $0 · Excluded from tax $495,794$15,935,028
Part IX · Statement of functional expenses $15,824,031 across 12 lines filed
IX-4 Benefits paid to or for membersPrograms $0$15,161,706
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$326,428
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$125,399
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$26,117
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$110,757
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$20,418
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$6,250
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$22,644
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$7,645
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$13,401
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$3,266
IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$15,824,031
Part X · Balance sheet $19,050,203 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $13,939,707$15,177,722
X-4 Accounts receivableStart of year $222,538$196,462
X-9 Prepaid expenses and deferred chargesStart of year $1,109$1,211
X-15 Other assetsStart of year $2,939,674$3,674,808
X-16 Total assetsStart of year $17,103,028$19,050,203
X-17 Accounts payable and accrued expenses$49,485
X-25 Other liabilitiesStart of year $17,103,028$18,889,721
X-26 Total liabilitiesStart of year $17,103,028$18,939,206
X-32 Total net assets or fund balancesStart of year $0$110,997
X-33 Total liabilities and net assetsStart of year $17,103,028$19,050,203
Part XI · Reconciliation of net assets $110,997 net assets at year end
XI-1 Total revenue$15,935,028
XI-2 Total expenses$15,824,031
XI-3 Revenue less expenses$110,997
XI-4 Net assets at start of year$0
XI-10 Net assets at end of year$110,997

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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