Liabilities / Assets
24th percentile
Higher debt load relative to assets than 24% of similar nonprofits.
990 • Fiscal year 2012 • EIN 52-1599698
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
24th percentile
Higher debt load relative to assets than 24% 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
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$28,808,335
Up $3,901,068 (+16%) from 2011
Net Assets
Up$28,773,434
Up $3,943,060 (+16%) from 2011
Liabilities
Down$34,901
Down $41,992 (-55%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$902,855
Down $141,395 (-14%) from 2011
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 | 76893 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 34029 |
| IRS990/AccountsReceivable/BOY | 0 | 263558 |
| IRS990/AccountsReceivable/EOY | 0 | 140687 |
| 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 | 541732 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 603979 |
| IRS990/BenefitsToMembers/Total | 0 | 541732 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | 1100091 |
| IRS990/CashNonInterestBearing/EOY | 0 | 180084 |
| 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 | 13334 |
| 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 | 0 |
| IRS990/DeferredRevenue/EOY | 0 | 872 |
| 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/EscrowAccountLiability/BOY | 0 | 0 |
| IRS990/EscrowAccountLiability/EOY | 0 | 0 |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FederalGrantAuditRequired | 0 | false |
| IRS990/FeesForServicesAccounting/Total | 0 | 23415 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 54508 |
| IRS990/FeesForServicesLegal/Total | 0 | 37336 |
| IRS990/FeesForServicesLobbying/Total | 0 | 0 |
| IRS990/FeesForServicesManagement/Total | 0 | 0 |
| IRS990/FeesForServicesOther/Total | 0 | 82208 |
| 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 | 324 |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsPayable/BOY | 0 | 0 |
| IRS990/GrantsPayable/EOY | 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 | 7496 |
| IRS990/GrossReceipts | 0 | 4169689 |
| 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 | 36000 |
| IRS990/Insurance/Total | 0 | 23338 |
| IRS990/IntangibleAssets/BOY | 0 | 0 |
| IRS990/IntangibleAssets/EOY | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/BOY | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/EOY | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 1175164 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 1174840 |
| IRS990/InvestmentIncomePriorYear | 0 | 845943 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 1174840 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 0 |
| IRS990/InvestmentsProgramRelated/BOY | 0 | 0 |
| IRS990/InvestmentsProgramRelated/EOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 26149873 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 0 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 7172 |
| IRS990/LoansFromOfficersDirectors/BOY | 0 | 0 |
| IRS990/LoansFromOfficersDirectors/EOY | 0 | 0 |
| 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 AND WAS RE-NEGOTIATED BY A SUCCESSOR AGREEMENT, THE 2007 NBCWA WHICH BECAME EFFECTIVE JANUARY 1, 2007. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/MortNotesPyblSecuredInvestProp/BOY | 0 | 0 |
| IRS990/MortNotesPyblSecuredInvestProp/EOY | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | JERRY D JONES |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 2 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 2 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 24830374 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 28773434 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | 324 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 324 |
| IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromGaming/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 5 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| 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 | 22030 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 1350 |
| IRS990/OtherAssetsTotal/EOY | 0 | 0 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 0 |
| IRS990/OtherExpensePriorYear | 0 | 415271 |
| IRS990/OtherExpensesCurrentYear | 0 | 336123 |
| IRS990/OtherExpenses/Description | 0 | ADMINISTRATIVE SUPPORT |
| IRS990/OtherExpenses/Description | 1 | TAXES ON BENEFITS PAID |
| IRS990/OtherExpenses/Total | 0 | 8561 |
| IRS990/OtherExpenses/Total | 1 | 35393 |
| IRS990/OtherLiabilities/BOY | 0 | 0 |
| IRS990/OtherLiabilities/EOY | 0 | 0 |
| IRS990/OtherNotesLoansReceivableNet/BOY | 0 | 0 |
| IRS990/OtherNotesLoansReceivableNet/EOY | 0 | 0 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/Total | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PaymentsToAffiliates/Total | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 0 |
| IRS990/PensionPlanContributions/Total | 0 | 0 |
| IRS990/PledgesAndGrantsReceivable/BOY | 0 | 0 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 0 |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 202 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 16627 |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 611710 |
| IRS990/ProgramServiceRevenueCY | 0 | 2987353 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYERS CONTRIBUTIONS |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 3491344 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 2987353 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 2987353 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReceivablesFromDisqualPersons/BOY | 0 | 0 |
| IRS990/ReceivablesFromDisqualPersons/EOY | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtc/BOY | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtc/EOY | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 683398 |
| IRS990/ReconcilationRevenueExpenses | 0 | 3259662 |
| 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 | 24830374 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 28773434 |
| IRS990/RevenuesLessExpensesCY | 0 | 3259662 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 3293037 |
| IRS990/RoyaltiesRevenue/TotalRevenueColumn | 0 | 0 |
| IRS990/Royalties/Total | 0 | 0 |
| IRS990/SalariesEtcCurrentYear | 0 | 25000 |
| IRS990/SalariesEtcPriorYear | 0 | 25000 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 23542066 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 2321064 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | 3259662 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | 3943060 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 54508 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 848347 |
| IRS990ScheduleD/FederalIncomeTaxLiability | 0 | 0 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | Generally accepted accounting principles require management to evaluate tax positions taken and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Fund and concluded that as of January 31, 2012 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that the Plan is no longer subject to income tax examinations prior to January 31, 2009. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | FIN 48 FOOTNOTE |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | PART X, LINE 2 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 54508 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 54508 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 683398 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | 683398 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 683398 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 54508 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 4108009 |
| IRS990ScheduleD/TotalAdjustments | 0 | 683398 |
| IRS990ScheduleD/TotalExpenses | 0 | 902855 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 902855 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 0 |
| IRS990ScheduleD/TotalRevenue | 0 | 4162517 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 4162517 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 848347 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 4791407 |
| 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 NOR 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 GAIN OF $683,398 |
| 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/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 18354 QUANTICO GATEWAY STE 200 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 1 | 1176 I STREET NW STE 255 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 2 | 18354 quantico gateway drive |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | TRIANGLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 1 | WASHINGTON |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 2 | triangle |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | VA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 1 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 2 | VA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 22172 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 1 | 20006 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 2 | 22172 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 1 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 2 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 530159200 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 1 | 520906130 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 2 | 521599698 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(5) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 1 | 501(C)(6) |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/AddressLine1 | 0 | 158 Portal rd |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/AddressLine1 | 1 | 158 portal road |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/City | 0 | waynesburg |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/City | 1 | waynesburg |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/State | 0 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/State | 1 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/ZIPCode | 0 | 15370 |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/ZIPCode | 1 | 15370 |
| IRS990ScheduleR/Form990ScheduleRPartIII/DirectControllingEntityName/BusinessNameLine1 | 0 | alpha natural |
| IRS990ScheduleR/Form990ScheduleRPartIII/DirectControllingEntityName/BusinessNameLine1 | 1 | alpha natural |
| IRS990ScheduleR/Form990ScheduleRPartIII/DisproportionateAllocations | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/DisproportionateAllocations | 1 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/EIN | 0 | 841521724 |
| IRS990ScheduleR/Form990ScheduleRPartIII/EIN | 1 | 841521723 |
| IRS990ScheduleR/Form990ScheduleRPartIII/GeneralOrManagingPartner | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/GeneralOrManagingPartner | 1 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/LegalDomicileState | 0 | PA |
| IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine1 | 0 | Emerald Coal Resources LP |
| IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine1 | 1 | Cumberland Coal Resources LP |
| IRS990ScheduleR/Form990ScheduleRPartIII/PredominantIncomeType | 0 | n/a |
| IRS990ScheduleR/Form990ScheduleRPartIII/PredominantIncomeType | 1 | n/a |
| IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfEOYAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfEOYAssets | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfTotalIncome | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfTotalIncome | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | VA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 1 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 2 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | UNITED MINE WORKERS OF AMERICA |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 1 | BITUMINOUS COAL OPERATORS ASSOCIATION |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 2 | board of trustees umwa-bcoa training |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | LABOR ORG |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 1 | TRADE ASSOC |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 2 | management |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | 1000 consol energy drive |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 1 | 3000 riverchase galleria |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 2 | 500 lee street east |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 3 | 818 n eisenhower dr |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 4 | 116 inverness drive east |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 5 | po box 16032 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 6 | pinnacle creek rd |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 7 | po box 10246 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 8 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 9 | po box 309 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 10 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 11 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 12 | 500 lee street east |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 13 | 6108 brownsville road ext |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 14 | po box 1085 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 15 | po box 1085 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 16 | po box 1180 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 17 | 208 business st |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 18 | po box 776 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 19 | po box 2226 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 20 | 8800 oak grove mine rd |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 21 | 29325 chagrin blvd |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 22 | po box 278 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 23 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 24 | po box 338 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 25 | po box 707 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 26 | po box 1233 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 27 | po box 1090 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 28 | 10150 s centennial parkway |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | canonsburg |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 1 | birmingham |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 2 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 3 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 4 | englewood |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 5 | columbus |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 6 | pineville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 7 | birmingham |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 8 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 9 | naoma |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 10 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 11 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 12 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 13 | finleyville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 14 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 15 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 16 | danville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 17 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 18 | danville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 19 | beckley |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 20 | adger |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 21 | pepper pike |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 22 | julian |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 23 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 24 | pineville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 25 | summersville |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 26 | charleston |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 27 | oceana |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 28 | sandy |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | PA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 1 | AL |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 2 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 3 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 4 | CO |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 5 | OH |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 6 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 7 | AL |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 8 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 9 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 10 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 11 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 12 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 13 | PA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 14 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 15 | WV |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 16 | WV |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.