Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
990 • Fiscal year 2011 • EIN 52-1599698
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$24,907,267
No earlier filing loaded for comparison.
Net Assets
$24,830,374
No earlier filing loaded for comparison.
Liabilities
$76,893
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$1,044,250
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
THE FUND WAS FORMED EFFECTIVE FEBRUARY 1, 1988, UNDER AN AGREEMENT BETWEEN THE UNITED MINE WORKERS OF AMERICA (UMWA) AND THE BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. (BCOA). THE FUND IS ORGANIZED UNDER SEC. 302(C)(6) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AS AMENDED BY THE LABOR MANAGEMENT COOPERATION ACT, TO PROVIDE FINANCIAL ASSISTANCE FOR TRAINING OR EDUCATION FOR UNEMPLOYED WORKERS IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY THE UMWA WHO HAVE PERFORMED CLASSIFIED WORK UNDER THE NATIONAL BITUMINOUS COAL WAGE AGREEMENT OF 1988 (NBCWA), OR ANY PREDECESSOR THERETO, AND THEIR FAMILY DEPENDENTS, AS SET FORTH IN ARTICLE II, PART E OF THE 1988 NBCWA. EFFECTIVELY ADOPTED OCTOBER 4, 1994, CERTAIN MODIFICATIONS TO THE 1988 NBCWA WERE INCORPORATED INTO THE 1993 NBCWA. BY MUTUAL SUPPORT OF THE SETTLORS, THE 2002 NBCWA BECAME EFFECTIVE ON JANUARY 1, 2002 AND WAS RE-NEGOTIATED BY A SUCCESSOR AGREEMENT, THE 2007 NBCWA WHICH BECAME EFFECTIVE JANUARY 1, 2007. The 2007 NBCWA, contained
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | false |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 101847 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 76893 |
| IRS990/AccountsReceivable/BOY | 0 | 256948 |
| IRS990/AccountsReceivable/EOY | 0 | 263558 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | To provide financial assistance for training and education for unemployed UMWA and NBCWA workers and their family members |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 18354 QUANTICO GATEWAY DRIVE |
| IRS990/AddressPrincipalOfficerUS/City | 0 | TRIANGLE |
| IRS990/AddressPrincipalOfficerUS/State | 0 | VA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 221721779 |
| IRS990/Advertising/Total | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | true |
| IRS990/AuditCommittee | 0 | false |
| IRS990/BenefitsPaidToMembersCY | 0 | 603979 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 701381 |
| IRS990/BenefitsToMembers/Total | 0 | 603979 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/CashNonInterestBearing/BOY | 0 | 97625 |
| IRS990/CashNonInterestBearing/EOY | 0 | 1100091 |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 25000 |
| IRS990/CompDisqualPersons/Total | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | false |
| IRS990/ComplianceWithBackupWitholding | 0 | true |
| IRS990/ConferencesMeetings/Total | 0 | 17459 |
| IRS990/ConflictOfInterestPolicy | 0 | true |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | false |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DeferredRevenue/BOY | 0 | 85107 |
| IRS990/DeferredRevenue/EOY | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | false |
| IRS990/DepreciationDepletion/Total | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | THE FUND PROVIDED EDUCATION ASSISTANCE TO UNEMPLOYED WORKERS, AND FAMILY DEPENDENTS OF ACTIVE OR UNEMPLOYED WORKERS, IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY UMWA, TO ASSIST THE INDIVIDUALS IN SECURING EMPLOYMENT OUTSIDE THE INDUSTRY. |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | true |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | true |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FeesForServicesAccounting/Total | 0 | 24925 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 91447 |
| IRS990/FeesForServicesLegal/Total | 0 | 40412 |
| IRS990/FeesForServicesLobbying/Total | 0 | 0 |
| IRS990/FeesForServicesManagement/Total | 0 | 0 |
| IRS990/FeesForServicesOther/Total | 0 | 98184 |
| IRS990/FeesForServicesProfFundraising/Total | 0 | 0 |
| IRS990/FinancialStatementSeparate | 0 | X |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignGrants/Total | 0 | 0 |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 5.0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 5.0 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | JERRY D JONES |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | CHARLES S PERKINS III |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 25000 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | CHAIRMAN/UNION TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 1 | EMPLOYER TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/GainOrLoss/Securities | 0 | 264462 |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 20846486 |
| IRS990/GrossReceipts | 0 | 24919311 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | true |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 36612 |
| IRS990/Insurance/Total | 0 | 24814 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 845943 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 581481 |
| IRS990/InvestmentIncomePriorYear | 0 | 628949 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 581481 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 19438264 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 0 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 20582024 |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | false |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | THE FUND WAS FORMED EFFECTIVE FEBRUARY 1, 1988, UNDER AN AGREEMENT BETWEEN THE UNITED MINE WORKERS OF AMERICA (UMWA) AND THE BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. (BCOA). THE FUND IS ORGANIZED UNDER SEC. 302(C)(6) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AS AMENDED BY THE LABOR MANAGEMENT COOPERATION ACT, TO PROVIDE FINANCIAL ASSISTANCE FOR TRAINING OR EDUCATION FOR UNEMPLOYED WORKERS IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY THE UMWA WHO HAVE PERFORMED CLASSIFIED WORK UNDER THE NATIONAL BITUMINOUS COAL WAGE AGREEMENT OF 1988 (NBCWA), OR ANY PREDECESSOR THERETO, AND THEIR FAMILY DEPENDENTS, AS SET FORTH IN ARTICLE II, PART E OF THE 1988 NBCWA. EFFECTIVELY ADOPTED OCTOBER 4, 1994, CERTAIN MODIFICATIONS TO THE 1988 NBCWA WERE INCORPORATED INTO THE 1993 NBCWA. BY MUTUAL SUPPORT OF THE SETTLORS, THE 2002 NBCWA BECAME EFFECTIVE ON JANUARY 1, 2002. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | JERRY D JONES |
| IRS990/NbrIndependentVotingMembers | 0 | 2 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 2 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 2 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 22026510 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 24830374 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | 264462 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 264462 |
| IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromGaming/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 5 |
| IRS990/NumberIndependentVotingMembers | 0 | 2 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 29948 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 248785 |
| IRS990/OtherAssetsTotal/EOY | 0 | 1350 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 0 |
| IRS990/OtherExpensePriorYear | 0 | 360327 |
| IRS990/OtherExpensesCurrentYear | 0 | 415271 |
| IRS990/OtherExpenses/Description | 0 | ADMINISTRATIVE SUPPORT |
| IRS990/OtherExpenses/Description | 1 | TAXES ON BENEFITS PAID |
| IRS990/OtherExpenses/Total | 0 | 7283 |
| IRS990/OtherExpenses/Total | 1 | 44187 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/Total | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PaymentsToAffiliates/Total | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 0 |
| IRS990/PensionPlanContributions/Total | 0 | 0 |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 33986 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 202 |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 611710 |
| IRS990/ProgramServiceRevenueCY | 0 | 3491344 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYERS |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 2808684 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 3491344 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 3491344 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReconcilationOtherChanges | 0 | -489173 |
| IRS990/ReconcilationRevenueExpenses | 0 | 3293037 |
| IRS990/RegularMonitoringEnforcement | 0 | true |
| IRS990/RelatedEntity | 0 | true |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/ReportFin48Footnote | 0 | true |
| IRS990/ReportInvestOthSecurities | 0 | false |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | false |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 22026510 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 24830374 |
| IRS990/RevenuesLessExpensesCY | 0 | 3293037 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 2350925 |
| IRS990/RoyaltiesRevenue/TotalRevenueColumn | 0 | 0 |
| IRS990/Royalties/Total | 0 | 0 |
| IRS990/SalariesEtcCurrentYear | 0 | 25000 |
| IRS990/SalariesEtcPriorYear | 0 | 25000 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 2137856 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 23542066 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | 3293037 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | 2803864 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | -180 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 91446 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 952804 |
| IRS990ScheduleD/FederalIncomeTaxLiability | 0 | 0 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | Management of the Fund evaluates income tax positions taken and will disclose a tax liability if it is more likely than not that the tax position taken will not be sustained upon examination by the Internal Revenue Service. Management has analyzed the Fund's income tax positions and has concluded that as of January 31, 2011, there are no uncertain positions taken or expected to be taken that would require disclosure in the financial statements. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | $180 SECURITY LITIGATION PROCEEDS INCLUDED AS EXPENSES ON FINANCIALS |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 2 | $(180) SECURITY LITIGATION PROCEEDS INCLUDED AS EXPENSES ON FINANCIALS |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | FIN 48 FOOTNOTE |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | OTHER REVENUES ON FORM 990, NOT ON FINANCIAL STATEMENTS |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 2 | EXPENSES INCLUDED ON FINANCIAL STATEMENTS, NOT ON FORM 990 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | PART X, LINE 2 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 1 | PART XII, LINE 4B |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 2 | PART XIII, 2D |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 91446 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 91446 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | -489173 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | -489173 |
| IRS990ScheduleD/OtherExpensesIncluded | 0 | -180 |
| IRS990ScheduleD/OtherRevenuesNotIncluded | 0 | 180 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | -489173 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 91626 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 4245661 |
| IRS990ScheduleD/TotalAdjustments | 0 | -489173 |
| IRS990ScheduleD/TotalExpenses | 0 | 1044250 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 1044250 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 0 |
| IRS990ScheduleD/TotalRevenue | 0 | 4337287 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 4337287 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 952624 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 3756488 |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE EDUCATION TRUST SHALL BE ADMINISTERED BY A BOARD OF TWO TRUSTEES, ONE OF WHOM SHALL BE APPOINTED BY THE EMPLOYERS, AND ONE OF WHOM SHALL BE APPOINTED BY THE UNION. THE UNION MAY REMOVE THE TRUSTEE APPOINTED BY IT AND THE EMPLOYERS MAY REMOVE THE TRUSTEE APPOINTED BY THEM. IN THE EVENT OF RESIGNATION, DEATH, REMOVAL, INABILITY OR UNWILLINGNESS TO SERVES OF A TRUSTEE, THE PARTY WHO APPOINTED THAT TRUSTEE SHALL APPOINT A SUCCESSOR. THE TWO TRUSTEES SO DESIGNATED SHALL CONSTITUTE THE BOARD OF TRUSTEES TO ADMINISTER THE EDUCATION PLAN AND TRUST. THE TRUSTEE DESIGNATED BY THE UNION SHALL BE THE CHAIRMAN OF THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE TRUST HAS NO OTHER COMMITTEE OTHER THAN THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | AN ELECTRONIC COPY OF THE FORM 990 IS SUPPLIED BY THE ACCOUNTANT TO THE TRUSTEES FOR THEIR JOINT REVIEW. UPON THEIR REVIEW, ANY PROPOSED CHANGES ARE RELAYED BACK TO THE ACCOUNTANTS; WHO UPON THEIR DISCUSSION WITH THE TRUSTEES, MAKE THE NECESSARY PROPOSED CHANGES AGREED UPON AND RESEND THE RETURN FOR FINAL APPROVAL FOR FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS NOT ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC; HOWEVER, THEY ARE FURNISHED UPON REQUEST TO CONTRIBUTING EMPLOYERS, PARTICIPANTS AND BENEFICIARIES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | The Fund is maintained and administered in accordance with ERISA Sections 404 and 406 and the Fund's conflict of interest policy is set forth in ERISA Sections 404 and 406. The Board of Trustees monitors and enforces the Fund's compliance with ERISA, with the assistance of the Fund's professionals. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | NET UNREALIZED LOSS OF $488,993 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | Contributions receivable outstanding at the plan's year-end from contributing employers represent amounts due for the last month of the fiscal year. These contributions are requirements, as stipulated under terms of written agreements and, approved by the governing board, with the employers that must be remitted to the plan on a timely basis. These amounts constitute receivables that were created in the ordinary course of the plan's business. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | SELECTION OF TRUSTEES |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | OTHER COMMITTEES |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | REVIEW PROCESS OF FORM 990 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | MONITOR AND COMPLIANCE OF CONFLICT OF INTEREST POLICY |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | CHANGE IN NET ASSETS |
| IRS990ScheduleO/GeneralExplanation/Identifier | 6 | CONTRIBUTING EMPLOYER RECEIVABLES AT YEAR-END |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | PART VI, SECTION C, PART 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | PART XI, LINE 5 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | PART X |
| IRS990/ScheduleORequired | 0 | true |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | 1000 CONSOL ENERGY DRIVE |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 1 | 4211 W BOY SCOUT BOULEVARD |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | CANONSBURG |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 1 | TAMPA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | PA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 1 | FL |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 0 | 15317 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 1 | 33607 |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine1 | 0 | NA |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine1 | 1 | NA |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 0 | 510337383 |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 1 | 133429953 |
| IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState | 0 | DE |
| IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState | 1 | DE |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 0 | CONSOL ENERGY INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 1 | WALTER ENERGY INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity | 0 | COAL MINING |
| IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity | 1 | COAL MINING |
| IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity | 0 | C CORP |
| IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity | 1 | C CORP |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | false |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | false |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | true |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | false |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | false |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | false |
| IRS990ScheduleR/SharingOfFacilities | 0 | false |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | false |
| IRS990/School | 0 | false |
| IRS990/SignificantChange | 0 | false |
| IRS990/SignificantNewProgramServices | 0 | false |
| IRS990/StateLegalDomicile | 0 | VA |
| IRS990/TaxablePartyNotification | 0 | false |
| IRS990/TaxExemptBonds | 0 | false |
| IRS990/Terminated | 0 | false |
| IRS990/TermOrPermanentEndowments | 0 | false |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 18354 QUANTICO GATEWAY DRIVE |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | TRIANGLE |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | VA |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 221721779 |
| IRS990/TheBooksAreInCareOf/NamePerson | 0 | JUDY HENDRICKSON |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 7034459630 |
| IRS990/TotalAssets/BOY | 0 | 22213464 |
| IRS990/TotalAssetsBOY | 0 | 22213464 |
| IRS990/TotalAssets/EOY | 0 | 24907267 |
| IRS990/TotalAssetsEOY | 0 | 24907267 |
| IRS990/TotalCompGT150K | 0 | false |
| IRS990/TotalContributions | 0 | 0 |
| IRS990/TotalExpensesCurrentYear | 0 | 1044250 |
| IRS990/TotalExpensesPriorYear | 0 | 1086708 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 1044250 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 186954 |
| IRS990/TotalLiabilitiesBOY | 0 | 186954 |
| IRS990/TotalLiabilities/EOY | 0 | 76893 |
| IRS990/TotalLiabilitiesEOY | 0 | 76893 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 22213464 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 24907267 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNbrVolunteers | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 22026510 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 24830374 |
| IRS990/TotalOtherCompensation | 0 | 0 |
| IRS990/TotalOtherRevenue | 0 | 0 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProfFundrsngExpPriorYear | 0 | 0 |
| IRS990/TotalProgramServiceRevenue | 0 | 3491344 |
| IRS990/TotalReportableCompFrmRltdOrgs | 0 | 0 |
| IRS990/TotalReportableCompFromOrg | 0 | 25000 |
| IRS990/TotalRevenueCurrentYear | 0 | 4337287 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 845943 |
| IRS990/TotalRevenuePriorYear | 0 | 3437633 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 3491344 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 4337287 |
| IRS990/TransactionRelatedEntity | 0 | false |
| IRS990/TravelEntrtnmntPublicOfficials/Total | 0 | 0 |
| IRS990/Travel/Total | 0 | 0 |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | false |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | www.umwa-bcoa.com |
| IRS990/WhistleblowerPolicy | 0 | false |
| IRS990/YearFormation | 0 | 1988 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 521599698 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | UMWA BCOA TRAINING AND EDUCATION TRUST |
| ReturnHeader/Filer/NameControl | 0 | UMWA |
| ReturnHeader/Filer/Phone | 0 | 7034459630 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 18354 QUANTICO GATEWAY DRIVE |
| ReturnHeader/Filer/USAddress/City | 0 | TRIANGLE |
| ReturnHeader/Filer/USAddress/State | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 221721779 |
| ReturnHeader/Officer/DateSigned | 0 | 2011-12-06 |
| ReturnHeader/Officer/Name | 0 | CHARLES S PERKINS III |
| ReturnHeader/Officer/Title | 0 | TRUSTEE |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | BOND BEEBE |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 4600 EAST-WEST HIGHWAY SUITE 900 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | BETHESDA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | MD |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 208143423 |
| ReturnHeader/Preparer/Name | 0 | BRIAN GARSTECKI |
| ReturnHeader/Preparer/Phone | 0 | 3012726000 |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2010-02-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-01-31 |
| ReturnHeader/TaxYear | 0 | 2010 |
| ReturnHeader/Timestamp | 0 | 2011-12-12T11:54:30-05:00 |
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Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.