Nonprofit · EIN 74-1330204
AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA
Tax-exempt · HOUSTON, TX 77034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $63,544,240 | $57,549,594 | $5,994,646 | $56,227,965 | $38,281,015 | $17,946,950 |
| September 30, 2024 | 990 | $53,601,888 | $53,365,588 | $236,300 | $47,420,897 | $37,040,059 | $10,380,838 |
| September 30, 2023 | 990 | $54,720,519 | $54,134,895 | $585,624 | $43,970,251 | $37,152,880 | $6,817,371 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $60,819,267
- Investment income
- $1,310,630
- Net gain from sales of assets
- $352,287
- Other revenue
- $1,414,343
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $56,438,786
- Compensation of officers, directors and key employees
- $2,520
- Other salaries and wages
- $401,491
- Salaries, compensation and benefits (total)
- $573,794
- Professional fundraising fees
- $0
- Legal fees
- $2,859
- Accounting fees
- $118,602
- Occupancy
- $58,816
- Travel
- $40,578
- Depreciation
- $3,676
- Program services (functional)
- $57,549,594
Balance sheet and other
- Total assets, start of year
- $47,420,897
- Total assets, end of year
- $56,227,965
- Total liabilities, end of year
- $38,281,015
- Net assets, end of year
- $17,946,950
- Land, buildings and equipment
- $8,664
- Publicly traded securities
- $45,733,866
- Net assets without donor restrictions
- $17,946,950
- Gross receipts
- $118,490,019
- Employees
- 7,379
- Volunteers
- 0
- Year formed
- 1957
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NASH | TRUSTEE Trustee or director | 5 | $900 |
| GILBERT ARREAZOLA | TRUSTEE Trustee or director | 5 | $900 |
| MARK BRIDGES | TRUSTEE Trustee or director | 5 | $720 |
| CHELSEA WASSON | SEC.TREASURER Trustee or director | 5 | $0 |
| ADAM BROOKS | TRUSTEE Trustee or director | 5 | $0 |
| SHAREEN LARMOND | TRUSTEE Trustee or director | 5 | $0 |
| CHRIS LEWIS | TRUSTEE Trustee or director | 5 | $0 |
| DAVE MORGAN | TRUSTEE Trustee or director | 5 | $0 |
| TOM GRIFFITH | TRUSTEE Trustee or director | 5 | $0 |
| RANDY STIEFEL | TRUSTEE Trustee or director | 5 | $0 |
| SHANE TAYLOR | TRUSTEE Trustee or director | 5 | $0 |
| ELOY CORTEZ | CHAIRMAN Trustee or director | 5 | $0 |
| SANTOS ALUISO | TRUSTEE Trustee or director | 5 | $0 |
| GABRIEL GARZA | TRUSTEE Trustee or director | 5 | $0 |
| SAMMY WELLS | TRUSTEE Trustee or director | 5 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM HARRIS | TRUSTEE Trustee or director | 5 | $0 |
| BILL WILLIAMS | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NASH | TRUSTEE Trustee or director | 2 | $720 |
| MARK BRIDGES | TRUSTEE Trustee or director | 2 | $576 |
| GILBERT ARREAZOLA | TRUSTEE Trustee or director | 2 | $576 |
| CHELSEA WAUSON | CHAIRMAN Trustee or director | 2 | $0 |
| ADAM BROOKS | TRUSTEE Trustee or director | 2 | $0 |
| DON JOHNSON | TRUSTEE Trustee or director | 2 | $0 |
| SHAREEN LARMOND | TRUSTEE Trustee or director | 2 | $0 |
| CHRIS LEWIS | TRUSTEE Trustee or director | 2 | $0 |
| DAVE MORGAN | TRUSTEE Trustee or director | 2 | $0 |
| TOM GRIFFITH | TRUSTEE Trustee or director | 2 | $0 |
| RANDY STIEFEL | TRUSTEE Trustee or director | 2 | $0 |
| SHANE TAYLOR | TRUSTEE Trustee or director | 2 | $0 |
| ELOY CORTEZ | SEC.TREASURER Trustee or director | 2 | $0 |
| SANTOS ALUISO | TRUSTEE Trustee or director | 2 | $0 |
| GABRIEL GARZA | TRUSTEE Trustee or director | 2 | $0 |
| BENJAMIN GREEN | TRUSTEE Trustee or director | 2 | $0 |
| CHARLES LEWIS | TRUSTEE Trustee or director | 2 | $0 |
| CHARLES MONTGOMERY | TRUSTEE Trustee or director | 2 | $0 |
| LARRY SOPCHAK | TRUSTEE Trustee or director | 2 | $0 |
| SAMMY WELLS | TRUSTEE Trustee or director | 2 | $0 |
| TIM HARRIS | TRUSTEE Trustee or director | 2 | $0 |
| BILL WILLIAMS | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK BRIDGES | TRUSTEE Trustee or director | 2 | $720 |
| DAVID NASH | TRUSTEE Trustee or director | 2 | $288 |
| BENJAMIN GREEN | TRUSTEE Trustee or director | 2 | $288 |
| CHELSEA WAUSON | SEC.TREASURER Trustee or director | 2 | $0 |
| ADAM BROOKS | TRUSTEE Trustee or director | 2 | $0 |
| DON JOHNSON | TRUSTEE Trustee or director | 2 | $0 |
| SHAREEN LARMOND | TRUSTEE Trustee or director | 2 | $0 |
| CHRIS LEWIS | TRUSTEE Trustee or director | 2 | $0 |
| DAVE MORGAN | TRUSTEE Trustee or director | 2 | $0 |
| TOM GRIFFITH | TRUSTEE Trustee or director | 2 | $0 |
| RANDY STIEFEL | TRUSTEE Trustee or director | 2 | $0 |
| SHANE TAYLOR | TRUSTEE Trustee or director | 2 | $0 |
| ELOY CORTEZ | CHAIRMAN Trustee or director | 2 | $0 |
| BILL BUCKLEY | TRUSTEE Trustee or director | 2 | $0 |
| GABRIEL GARZA | TRUSTEE Trustee or director | 2 | $0 |
| CHARLES LEWIS | TRUSTEE Trustee or director | 2 | $0 |
| CHARLES MONTGOMERY | TRUSTEE Trustee or director | 2 | $0 |
| LARRY SOPCHAK | TRUSTEE Trustee or director | 2 | $0 |
| SAMMY WELLS | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 11550 FUQUA STREET SUITE 525, HOUSTON, TX 77034-4599
- In care of
- % SHIRLEY H HUNT - ADMINISTRATOR
- Principal officer (990 for 2024)
- ELOY CORTEZ, 11550 FUQUA STREET SUITE 525, HOUSTON, TX 77034
- Signed the 990
- LINDA NOWASKI, ADMINISTRATOR
- Phone
- (281) 484-4343
- Return prepared by
- MCCONNELL & JONES LLP
Mission
THESE FUNDS PROVIDE WELFARE AND VACATION BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDE ACCIDENT, HEALTH, DENTAL, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE EMPLOYEES, INCLUDING PROCESSING CLAIMS AND PROVIDING INFORMATION AND FORMS.Expenses $54,930,044 · revenue $55,386,931
- PROVIDE VACATION BENEFITS TO ELIGIBLE EMPLOYEES IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.Expenses $2,619,550 · revenue $7,805,022
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 74-1330204
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40)
- Assets (IRS master file)
- $56,227,965
- Income (IRS master file)
- $118,490,019
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $63,544,240 | $57,549,594 | $56,227,965 | XML |
| 990 | September 2024 | $53,601,888 | $53,365,588 | $47,420,897 | XML |
| 990 | September 2023 | $54,720,519 | $54,134,895 | $43,970,251 | XML |
| 990 | September 2022 | $54,551,264 | $54,706,672 | $46,837,503 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1330204).
Questions about AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA
- What is the EIN of AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA?
- The employer identification number (EIN) of AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA is 74-1330204.
- Is AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
- Are donations to AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA?
- The 990 for the year ended September 30, 2025 names ELOY CORTEZ.
- Who are the officers and directors of AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA?
- The 990 for the year ended September 30, 2025 lists 17 people; 3 received compensation from the organization, the highest $900 (DAVID NASH, TRUSTEE).
- How much revenue does AGREEMENT OF TRUST FOR MARITIME ASSOCIATION - ILA WELFARE AND VACA have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $63,544,240, expenses of $57,549,594 and total assets of $56,227,965 at year end.
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