Civic Intelligence

Umwa Bcoa Training and Education Trust

990 • Fiscal year 2011 • EIN 52-1599698

Feb 01, 2010 to Jan 31, 2011 • Filed on Dec 06, 2011

18354 Quantico Gateway Drive22172-1779
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2011 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

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.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $24,907,267Liabilities 2011: $76,893Net Assets 2011: $24,830,3742011Assets 2012: $28,808,335Liabilities 2012: $34,901Net Assets 2012: $28,773,4342012Assets 2013: $31,213,859Liabilities 2013: $72,672Net Assets 2013: $31,141,1872013Assets 2014: $32,857,081Liabilities 2014: $180,577Net Assets 2014: $32,676,5042014Assets 2015: $34,253,804Liabilities 2015: $61,493Net Assets 2015: $34,192,3112015Assets 2016: $15,710,447Liabilities 2016: $34,856Net Assets 2016: $15,675,5912016Assets 2017: $5,987,079Liabilities 2017: $11,938Net Assets 2017: $5,975,1412017Assets 2018: $6,478,448Liabilities 2018: $21,461Net Assets 2018: $6,456,9872018Assets 2019: $5,867,357Liabilities 2019: $18,516Net Assets 2019: $5,848,8412019Assets 2020: $6,218,462Liabilities 2020: $20,125Net Assets 2020: $6,198,3372020Assets 2021: $6,845,898Liabilities 2021: $13,594Net Assets 2021: $6,832,3042021Assets 2022: $7,116,570Liabilities 2022: $34,851Net Assets 2022: $7,081,7192022Assets 2023: $6,110,372Liabilities 2023: $102,026Net Assets 2023: $6,008,3462023Assets 2024: $6,113,042Liabilities 2024: $89,002Net Assets 2024: $6,024,0402024Assets 2025: $5,774,964Liabilities 2025: $25,338Net Assets 2025: $5,749,6262025

Highlighted filing

2011

Assets$24,907,267
Liabilities$76,893
Net Assets$24,830,374

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,044,2502011Expenses 2012: $902,8552012Revenue 2013: $2,670,230Expenses 2013: $994,427Net Income 2013: $1,675,8032013Revenue 2014: $1,002,997Expenses 2014: $891,322Net Income 2014: $111,6752014Revenue 2015: $755,818Expenses 2015: $718,370Net Income 2015: $37,4482015Revenue 2016: $526,376Expenses 2016: $670,118Net Income 2016: -$143,7422016Revenue 2017: $1,627,038Expenses 2017: $541,480Net Income 2017: $1,085,5582017Revenue 2018: $314,093Expenses 2018: $487,226Net Income 2018: -$173,1332018Revenue 2019: $243,909Expenses 2019: $393,233Net Income 2019: -$149,3242019Revenue 2020: $389,230Expenses 2020: $432,816Net Income 2020: -$43,5862020Revenue 2021: $435,793Expenses 2021: $327,813Net Income 2021: $107,9802021Revenue 2022: $366,448Expenses 2022: $361,650Net Income 2022: $4,7982022Revenue 2023: $361,466Expenses 2023: $543,133Net Income 2023: -$181,6672023Revenue 2024: $326,001Expenses 2024: $517,338Net Income 2024: -$191,3372024Revenue 2025: $501,487Expenses 2025: $1,054,962Net Income 2025: -$553,4752025

Highlighted filing

2011

Revenue-
Expenses$1,044,250
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2010 to Jan 31, 2011
Signed
Dec 6, 2011
Return Version
2010v3.4
Gross Receipts
$24,919,311
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
52-1599698
Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Management 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/Explanation1$180 SECURITY LITIGATION PROCEEDS INCLUDED AS EXPENSES ON FINANCIALS
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2$(180) SECURITY LITIGATION PROCEEDS INCLUDED AS EXPENSES ON FINANCIALS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1OTHER REVENUES ON FORM 990, NOT ON FINANCIAL STATEMENTS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2EXPENSES INCLUDED ON FINANCIAL STATEMENTS, NOT ON FORM 990
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IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2PART XIII, 2D
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IRS990ScheduleO/GeneralExplanation/Explanation0THE 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/Explanation1THE TRUST HAS NO OTHER COMMITTEE OTHER THAN THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2AN 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/Explanation3THE 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/Explanation4The 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/Explanation5NET UNREALIZED LOSS OF $488,993
IRS990ScheduleO/GeneralExplanation/Explanation6Contributions 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/Identifier0SELECTION OF TRUSTEES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER COMMITTEES
IRS990ScheduleO/GeneralExplanation/Identifier2REVIEW PROCESS OF FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS
IRS990ScheduleO/GeneralExplanation/Identifier4MONITOR AND COMPLIANCE OF CONFLICT OF INTEREST POLICY
IRS990ScheduleO/GeneralExplanation/Identifier5CHANGE IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier6CONTRIBUTING EMPLOYER RECEIVABLES AT YEAR-END
IRS990ScheduleO/GeneralExplanation/ReturnReference0PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference1PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2PART VI, SECTION B, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3PART VI, SECTION C, PART 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5PART XI, LINE 5
IRS990ScheduleO/GeneralExplanation/ReturnReference6PART X
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IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue03491344
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg025000
IRS990/TotalRevenueCurrentYear04337287
IRS990/TotalRevenue/ExclusionAmount0845943
IRS990/TotalRevenuePriorYear03437633
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome03491344
IRS990/TotalRevenue/TotalRevenueColumn04337287
IRS990/TransactionRelatedEntity0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0www.umwa-bcoa.com
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01988
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0521599698
ReturnHeader/Filer/Name/BusinessNameLine10UMWA BCOA TRAINING AND EDUCATION TRUST
ReturnHeader/Filer/NameControl0UMWA
ReturnHeader/Filer/Phone07034459630
ReturnHeader/Filer/USAddress/AddressLine1018354 QUANTICO GATEWAY DRIVE
ReturnHeader/Filer/USAddress/City0TRIANGLE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0221721779
ReturnHeader/Officer/DateSigned02011-12-06
ReturnHeader/Officer/Name0CHARLES S PERKINS III
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BOND BEEBE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104600 EAST-WEST HIGHWAY SUITE 900
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BETHESDA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0208143423
ReturnHeader/Preparer/Name0BRIAN GARSTECKI
ReturnHeader/Preparer/Phone03012726000
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-02-01
ReturnHeader/TaxPeriodEndDate02011-01-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-12T11:54:30-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.03$5.75$0.50$1.05$0.55
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.09$6.02$0.33$0.52$0.19
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$0.10$6.01$0.36$0.54$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.12$0.03$7.08$0.37$0.36$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$0.01$6.83$0.44$0.33$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.02$6.20$0.39$0.43$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$0.02$5.85$0.24$0.39$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.02$6.46$0.31$0.49$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$0.01$5.98$1.63$0.54$1.09
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.03$15.7$0.53$0.67$0.14
2015Detailed filing. Detailed filing data is available for this year.$34.3$0.06$34.2$0.76$0.72$0.04
2014Detailed filing. Detailed filing data is available for this year.$32.9$0.18$32.7$1.00$0.89$0.11
2013Summary only. Only limited summary data is available for this year.$31.2$0.07$31.1$2.67$0.99$1.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.03$28.8$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.08$24.8$1.04