Civic Intelligence

Umwa Bcoa Training and Education Trust

990 • Fiscal year 2012 • EIN 52-1599698

Feb 01, 2011 to Jan 31, 2012 • Filed on Dec 07, 2012

18354 Quantico Gateway Drive22172-1779
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

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.

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

2012

Assets$28,808,335
Liabilities$34,901
Net Assets$28,773,434

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

2012

Revenue-
Expenses$902,855
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Dec 7, 2012
Return Version
2011v1.3
Gross Receipts
$4,169,689
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 AppendixShowing 400 of 659 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/Explanation0Generally 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.
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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 NOR 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 GAIN OF $683,398
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
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IRS990ScheduleO/GeneralExplanation/ReturnReference1PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2PART VI, SECTION B, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3PART VI, SECTION C, PART 19
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IRS990ScheduleR/Form990ScheduleRPartIII/PredominantIncomeType1n/a
IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfEOYAssets00
IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfEOYAssets10
IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfTotalIncome00
IRS990ScheduleR/Form990ScheduleRPartIII/ShareOfTotalIncome10
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0VA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1DC
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2DC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10UNITED MINE WORKERS OF AMERICA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11BITUMINOUS COAL OPERATORS ASSOCIATION
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12board of trustees umwa-bcoa training
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0LABOR ORG
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1TRADE ASSOC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2management
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine101000 consol energy drive
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine113000 riverchase galleria
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine12500 lee street east
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine13818 n eisenhower dr
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine14116 inverness drive east
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine15po box 16032
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine16pinnacle creek rd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine17po box 10246
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine18po box 1233
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine19po box 309
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine110po box 1233
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine111po box 1233
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine112500 lee street east
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1136108 brownsville road ext
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine114po box 1085
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine115po box 1085
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine116po box 1180
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine117208 business st
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine118po box 776
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine119po box 2226
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1208800 oak grove mine rd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine12129325 chagrin blvd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine122po box 278
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine123po box 1233
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine124po box 338
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine125po box 707
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine126po box 1233
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine127po box 1090
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine12810150 s centennial parkway
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City0canonsburg
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City1birmingham
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City2charleston
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City3beckley
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City4englewood
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City5columbus
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City6pineville
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City7birmingham
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City8charleston
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City9naoma
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City10charleston
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City11charleston
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City12charleston
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City13finleyville
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City14beckley
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City15beckley
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City16danville
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City17beckley
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City18danville
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City19beckley
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City20adger
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City21pepper pike
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City22julian
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City23charleston
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City24pineville
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City25summersville
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City26charleston
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City27oceana
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City28sandy
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State1AL
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State2WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State3WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State4CO
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State5OH
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State6WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State7AL
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State8WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State9WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State10WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State11WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State12WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State13PA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State14WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State15WV
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State16WV

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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