District No1 - Pacific FY2023 filing

Not tax-deductible

Washington, DC501(c)(5)Since 1968EmploymentEIN 52-1759283Revenue $12.6M in FY2023

On file with the IRS444 N Capitol St Nw Ste 800, 20001-1508 · Washington, DCTax-exempt since Apr 1944

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Represents employees in contract negotiations.

$2.5M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2023 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.8M a year · 15% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$2.5M
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$6.3M
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.6M
+8% vs prior year
Spent
$10.8M
Net assets
$25.5M
By yearFY2020–FY2024
Revenue
$12.6M
FY2023▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.7M
FY2021$11.7M
FY2022$11.6M
FY2023$12.6M
FY2024$13.4M
Expenses
$10.8M
FY2023▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.2M
FY2021$9.6M
FY2022$10.2M
FY2023$10.8M
FY2024$11.3M
Net assets
$25.5M
FY2023▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$22.0M
FY2021$24.1M
FY2022$23.1M
FY2023$25.5M
FY2024$27.8M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1944.

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

Who runs it and what they're paid

14 people listed on the 990; $2.5M paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$276,517Pt VII · Sec A
Secretary Treasurer
$219,702Pt VII · Sec A
Vice President
$196,850Pt VII · Sec A
Executive Vice President
$196,850Pt VII · Sec A
Vice President
$196,850Pt VII · Sec A
Branch Agent
$169,627Pt VII · Sec A
Branch Agent
$169,627Pt VII · Sec A
Branch Agent
$169,627Pt VII · Sec A

Adam Vokac’s $287K as President is at the 66th percentile of top reported officer pay among 414 $10–100M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Adam Vokac$286,818$276,517$258,960$238,142$166,045
Henry M Ainley————$258,587
Roland Rexha$227,886$219,702$205,753$189,212—
Bill Van Loo————$206,704
Claudia Cimini$204,183$196,850$184,352$169,531—
Jason Callahan$204,183$196,850$184,352$169,531$166,044
Adam Smith$204,183$196,850$184,352$169,531$145,971
Erin Bertram————$184,028

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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

Represents employees in contract negotiations.

Questions for District No1 - Pacific

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Provided by the organization

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1 program · in their own filed words · FY2023
01

Membership Support

The union represents employees in contract negotiations for wages, benefits and all other terms and conditions of employment. Additionally, the union educates employees through publications and meetings and engages in activities related to the promotion of marine officers' rights.

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 3 grants · $27K · 2023–2024
California Maritime AcademyFY2024$10,000
National Democratic ClubDC · FY2024$7,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$12.6M
Ln 12
Fees for servicesLn 2g$6.6M
Other incomeLn 4–11$5.2M
Investment incomeLn 3$833K
Money outPt IX
$10.8M
Ln 25
Owns and owesPt X
$25.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$31.8M
LiabilitiesLn 26$6.3M
PeoplePt VI, VII
14
listed · VII A
PaidVII A14
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$6.6M
Investment incomeLn 3$833K
Other incomeLn 4–11$5.2M
Gains on assetsLn 7$533K
Total revenueLn 12$12.6M
Assets in detailPt X, end of year
CashLn 1$1.4M
SavingsLn 2$405K
Cash and savings togetherLn 1–2$1.8M
InvestmentsLn 11–13$23.2M
Land, buildings, equipmentLn 10c$1.2M
Other assetsLn 15$5.3M
Total assetsLn 16$31.8M
LiabilitiesLn 26$6.3M
Net assetsLn 32$25.5M
OperationsPt I, VI
EmployeesI 578
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$5.0M$1.8M
InvestmentsLn 11–13$18.3M$23.2M
Land, buildings, equipmentLn 10c$65K$1.2M
Total assetsLn 16$29.6M$31.8M
LiabilitiesLn 26$6.6M$6.3M
Net assetsLn 32$23.1M$25.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$44K
Pay of current officers, directors and key staffLn 5$2.2M
Other salaries and wagesLn 7$2.6M
Pension plan contributionsLn 8$381K
Other employee benefitsLn 9$485K
Payroll taxesLn 10$339K
Legal feesLn 11b$746K
Accounting feesLn 11c$124K
Investment management feesLn 11f$7K
Other fees for servicesLn 11g$163K
Advertising and promotionLn 12$69K
Office expensesLn 13$518K
Information technologyLn 14$136K
OccupancyLn 16$929K
TravelLn 17$541K
Conferences, conventions and meetingsLn 19$12K
Payments to affiliatesLn 21$443K
Depreciation, depletion and amortizationLn 22$3K
InsuranceLn 23$306K
Other expenses (24a–d)Ln 24$572K
All other expensesLn 24e$71K
Total functional expensesLn 25$10.8M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $13.4M$11.3M$2.0M$27.8M 990 PDF
FY2023 Viewing $12.6M$10.8M$1.8M$25.5M 990 PDF
FY2022 $11.6M$10.2M$1.4M$23.1M 990 PDF
FY2021 $11.7M$9.6M$2.0M$24.1M 990 PDF
FY2020 $10.7M$9.2M$1.5M$22.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $12,603,889 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $6,253,886$6,591,268
I-10 Investment incomePrior year $566,498$833,257
I-11 Other revenuePrior year $4,805,601$5,179,364
I-12 Total revenuePrior year $11,625,985$12,603,889
I-13 Grants and similar amounts paidPrior year $0$44,430
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,874,183$6,085,326
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,303,387$4,639,003
I-18 Total expensesPrior year $10,177,570$10,768,759
I-19 Revenue less expensesPrior year $1,448,415$1,835,130
Part VI · Governance 0 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
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-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $12,603,889 across 6 lines filed
Lines not itemized here account for $45,098 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,591,268$6,591,268
VIII-3 Investment incomeExcluded from tax $299,816$299,816
VIII-6 Net rental income or lossRelated to mission $330,875$330,875
VIII-7 Net gain or loss on sales of assetsExcluded from tax $533,441$533,441
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,803,391$4,803,391
VIII-12 Total revenueRelated to mission $11,770,632 · Unrelated business $0 · Excluded from tax $833,257$12,603,889
Part IX · Statement of functional expenses $10,768,759 across 21 lines filed
IX-1 Grants to domestic organizations$44,430
IX-5 Pay of current officers, directors and key staff$2,244,148
IX-7 Other salaries and wages$2,635,732
IX-8 Pension plan contributions$380,788
IX-9 Other employee benefits$485,350
IX-10 Payroll taxes$339,308
IX-11b Legal fees$746,295
IX-11c Accounting fees$123,741
IX-11f Investment management fees$6,916
IX-11g Other fees for services$162,850
IX-12 Advertising and promotion$68,615
IX-13 Office expenses$518,086
IX-14 Information technology$136,316
IX-16 Occupancy$928,939
IX-17 Travel$541,087
IX-19 Conferences, conventions and meetings$11,541
IX-21 Payments to affiliates$443,425
IX-22 Depreciation, depletion and amortization$2,501
IX-23 Insurance$305,707
IX-24 Other expenses (24a–d)$571,886
IX-24e All other expenses$71,098
IX-25 Total functional expenses$10,768,759
Part X · Balance sheet $31,802,214 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $4,616,424$1,372,029
X-2 Savings and temporary cash investmentsStart of year $399,217$404,592
X-4 Accounts receivableStart of year $172,529$360,428
X-9 Prepaid expenses and deferred chargesStart of year $1,638$1,733
X-10c Land, buildings and equipment, netStart of year $65,390$1,175,189
X-11 Publicly traded securitiesStart of year $8,873,312$9,938,761
X-12 Other securitiesStart of year $9,466,357$13,278,094
X-15 Other assetsStart of year $6,045,212$5,271,388
X-16 Total assetsStart of year $29,640,079$31,802,214
X-17 Accounts payable and accrued expensesStart of year $301,740$264,488
X-25 Other liabilitiesStart of year $6,258,384$6,028,367
X-26 Total liabilitiesStart of year $6,560,124$6,292,855
X-27 Net assets without donor restrictionsStart of year $23,079,955$25,509,359
X-32 Total net assets or fund balancesStart of year $23,079,955$25,509,359
X-33 Total liabilities and net assetsStart of year $29,640,079$31,802,214
Part XI · Reconciliation of net assets $25,509,359 net assets at year end
XI-1 Total revenue$12,603,889
XI-2 Total expenses$10,768,759
XI-3 Revenue less expenses$1,835,130
XI-4 Net assets at start of year$23,079,955
XI-5 Net unrealized gains (losses) on investments$594,274
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$25,509,359

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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