Civic Intelligence

Umwa Bcoa Training and Education Trust

990 • Fiscal year 2014 • EIN 52-1599698

Feb 01, 2013 to Jan 31, 2014 • Filed on Dec 15, 2014

Organization Profilewww.umwa-bcoa.com

View Organization Page

18354 Quantico Gateway DriveSuite22172-1779

(703) 445-9630

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.18x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$25,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

50th percentile

5.3%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-62%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$32,857,081

Up $1,643,222 (+5.3%) from 2013

Net Assets

Up

$32,676,504

Up $1,535,317 (+4.9%) from 2013

Liabilities

Up

$180,577

Up $107,905 (+148%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin70th percentile

Revenue

Down

$1,002,997

Down $1,667,233 (-62%) from 2013

Expenses

Down

$891,322

Down $103,105 (-10%) from 2013

Net Income

Down

$111,675

Down $1,564,128 (-93%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2014

Assets$32,857,081
Liabilities$180,577
Net Assets$32,676,504
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

2014

Revenue$1,002,997
Expenses$891,322
Net Income$111,675
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Dec 15, 2014
Return Version
2013v3.1
Gross Receipts
$13,662,211
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

To provide financial assistance for training and education for unemployed UMWA and NBCWA workers and their family members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,141,187$32,676,504▲ $1,535,317
Investments in Publicly Traded Securities$29,420,564$31,732,952▲ $2,312,388
Savings and Temporary Cash Investments$1,638,698$1,099,619▼ $539,079
Cash and Non-Interest-Bearing Accounts$32,421$9,428▼ $22,993
Prepaid Expenses and Deferred Charges$20,101$9,000▼ $11,101
Accounts Receivable$102,075$6,082▼ $95,993
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$31,213,859$32,857,081▲ $1,643,222
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$71,800$179,705▲ $107,905
Deferred Revenue$872$872→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$72,672$180,577▲ $107,905
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,141,187$32,676,504▲ $1,535,317
Total Liabilities and Net Assets / Fund Balance$31,213,859$32,857,081▲ $1,643,222
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jerry D JonesChairman/union TrusteePT$25,000$25,000
Charles S Perkins IiiEMPLOYER TRUSTEE(thru 12/5/13)PT$22,917$22,917

Board Members and Trustees

NameTitle
Michael O MckownEmployer Trustee(eff 1/10/14)
Paul B PiccoliniEMPLOYER TRUSTEE(thru 1/10/14)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$185,479
Investment Income
$817,518
Other Revenue
$0
Change in Net Assets
$111,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$938,113
Revenue Not Reported on Financial Statements
$64,884
Revenue Not Reported on Form 990
$1,423,642
Total Revenue per Audited Statements
$2,361,755
Total Revenue per Form 990
$1,002,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,462
Salaries, Compensation, and Employee Benefits$47,917
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$530,943
Fees for Service Investment Mgmnt Fees---$64,884
Fees for Services Other---$59,653
Current Officers, Directors, Trustees, and Key Employees---$47,917
Information Technology---$36,000
Fees for Services Legal---$24,125
Insurance---$21,782
Fees for Services Accounting---$21,550
Office Expenses---$20,491
Conferences and Meetings---$16,628
Other Expenses---$6,644
Total Functional Expenses$0$0$0$891,322

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$891,322
Expenses per Audited Statements$826,438
Total Expenses per Audited Statements$826,438
Expenses Not Reported on Financial Statements$64,884
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES:

“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.”

PART VI, SECTION A, LINE 8B - OTHER COMMITTEES:

“The trust has no other committee other than the board of trustees.”

PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:

“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.”

PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE:

“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.”

PART VI, SECTION C, PART 19 - AVAILABILITY OF GOVERNING DOCUMENTS AND F/S:

“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.”

Filing and Contact Details

Filer

EIN
52-1599698
In Care Of
% JUDY HENDRICKSON
Phone
7034459630

Signing Officer

Name
Jerry D Jones
Title
Trustee
Phone
7034459630
Signed
2014-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry D Jones
Formed
1988
Legal Domicile
Va
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
Brian Garstecki
Phone
7034459630
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2 - FIN 48 FOOTNOTE:

“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, 2014 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, 2011.”

Raw XML AppendixShowing 400 of 429 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt071800
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0179705
IRS990/AccountsReceivableGrp/BOYAmt0102075
IRS990/AccountsReceivableGrp/EOYAmt06082
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide financial assistance for training and education for unemployed UMWA and NBCWA workers and their family members.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0530943
IRS990/BooksInCareOfDetail/PersonNm0JUDY HENDRICKSON
IRS990/BooksInCareOfDetail/PhoneNum07034459630
IRS990/BooksInCareOfDetail/USAddress/AddressLine1018354 QUANTICO GATEWAY DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0TRIANGLE
IRS990/BooksInCareOfDetail/USAddress/State0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0221721779
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt032421
IRS990/CashNonInterestBearingGrp/EOYAmt09428
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt047917
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt016628
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0530943
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0817518
IRS990/CYOtherExpensesAmt0312462
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0185479
IRS990/CYRevenuesLessExpensesAmt0111675
IRS990/CYSalariesCompEmpBnftPaidAmt047917
IRS990/CYTotalExpensesAmt0891322
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01002997
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0872
IRS990/DeferredRevenueGrp/EOYAmt0872
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE 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/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt021550
IRS990/FeesForServicesLegalGrp/TotalAmt024125
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt059653
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt064884
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY D JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES S PERKINS III
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL B PICCOLINI
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL O MCKOWN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt025000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt122917
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE(thru 12/5/13)
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE(thru 1/10/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE(EFF 1/10/14)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt039986
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012699200
IRS990/GrossReceiptsAmt013662211
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt036000
IRS990/InsuranceGrp/TotalAmt021782
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0777532
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0777532
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029420564
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031732952
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012659214
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt031141187
IRS990/NetAssetsOrFundBalancesEOYAmt032676504
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt039986
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039986
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01423642
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt020491
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TAXES ON BENEFITS PAID
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE SUPPORT
IRS990/OtherExpensesGrp/TotalAmt040705
IRS990/OtherExpensesGrp/TotalAmt16644
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020101
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09000
IRS990/PrincipalOfficerNm0JERRY D JONES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0185479
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0185479
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0645077
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01364057
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0324350
IRS990/PYOtherRevenueAmt0525
IRS990/PYProgramServiceRevenueAmt01305648
IRS990/PYRevenuesLessExpensesAmt01675803
IRS990/PYSalariesCompEmpBnftPaidAmt025000
IRS990/PYTotalExpensesAmt0994427
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02670230
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0111675
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031141187
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032676504
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01638698
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01099619
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt064884
IRS990ScheduleD/ExpensesSubtotalAmt0826438
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt064884
IRS990ScheduleD/InvestmentExpensesNotIncldAmt064884
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01423642
IRS990ScheduleD/RevenueNotReportedAmt01423642
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt064884
IRS990ScheduleD/RevenueSubtotalAmt0938113
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Generally 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, 2014 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, 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2 - FIN 48 FOOTNOTE:
IRS990ScheduleD/TotalExpensesPerForm990Amt0891322
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01002997
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02361755
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0826438
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS NO OTHER COMMITTEE OTHER THAN THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN 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/SupplementalInformationDetail/ExplanationTxt3The 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/SupplementalInformationDetail/ExplanationTxt4THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 8B - OTHER COMMITTEES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, PART 19 - AVAILABILITY OF GOVERNING DOCUMENTS AND F/S:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10BLUESTONE COAL CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11CONSOLIDATION COAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12DOUBLE BONUS COAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13DRUMMOND COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14DYNAMIC ENERGY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15GOALS COAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16HOMER CITY COAL PROCESSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17JIM WALTER RESOURCES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine18JUSTICE ENERGY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine19KEYSTONE SERVICE INDUSTRS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine110LITWAR PROCESSING COMPANY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine111MOUNTAIN EDGE MINING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine112OAK GROVE RESOURCESLLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine113OHIO VALLEY COAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine114OHIO VALLEY TRANSLOADING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine115OMAR MINING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine116PINNACLE MINING COMPANY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine117POWER MOUNTAIN COAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine118TMR LOADING & PROCESSING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine119TRANSERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10Emerald Coal Resources LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine11Cumberland Coal Resources LP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10UNITED MINE WORKERS OF AMERICA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11BITUMINOUS COAL OPERATORS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12board of trustees umwa-bcoa training
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530159200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1520906130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2521599698
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRADE ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1018354 QUANTICO GATEWAY STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine111176 I STREET NW STE 255
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1218354 quantico gateway drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0TRIANGLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2triangle
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State2VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode022172
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode120006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode222172
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031213859
IRS990/TotalAssetsEOYAmt032857081
IRS990/TotalAssetsGrp/BOYAmt031213859
IRS990/TotalAssetsGrp/EOYAmt032857081
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0891322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072672
IRS990/TotalLiabilitiesEOYAmt0180577
IRS990/TotalLiabilitiesGrp/BOYAmt072672
IRS990/TotalLiabilitiesGrp/EOYAmt0180577
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031141187
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032676504
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0185479
IRS990/TotalReportableCompFromOrgAmt047917
IRS990/TotalRevenueGrp/ExclusionAmt0817518
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0185479
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01002997
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031213859
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032857081
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1018354 QUANTICO GATEWAY DRIVE
IRS990/USAddress/City0TRIANGLE
IRS990/USAddress/State0VA
IRS990/USAddress/ZIPCode022172
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0www.umwa-bcoa.com

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,857,081
Liabilities
$180,577
Net assets
$32,676,504
Revenue
$1,002,997
Expenses
$891,322
Net income
$111,675
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $25M-$50M nonprofits