Civic Intelligence

Umwa Bcoa Training and Education Trust

990 • Fiscal year 2017 • EIN 52-1599698

Feb 01, 2016 to Jan 31, 2017 • Filed on Sep 28, 2017

Organization Profilewww.umwa-bcoa.com

View Organization Page

18354 Quantico Gateway DriveTriangle, VA 22172-1779

(703) 445-9630

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$372,413

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

3rd percentile

-62%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

209%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$5,987,079

Down $9,723,368 (-62%) from 2016

Net Assets

Down

$5,975,141

Down $9,700,450 (-62%) from 2016

Liabilities

Down

$11,938

Down $22,918 (-66%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Up

$1,627,038

Up $1,100,662 (+209%) from 2016

Expenses

Down

$541,480

Down $128,638 (-19%) from 2016

Net Income

Up

$1,085,558

Up $1,229,300 (+855%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2017

Assets$5,987,079
Liabilities$11,938
Net Assets$5,975,141
Open 2017 Filing

Operations Trend

Revenue Growth99th 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

2017

Revenue$1,627,038
Expenses$541,480
Net Income$1,085,558
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Sep 28, 2017
Return Version
2016v3.1
Gross Receipts
$11,309,873
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$15,675,591$5,975,141▼ $9,700,450
Investments in Publicly Traded Securities$15,636,176$5,939,674▼ $9,696,502
Savings and Temporary Cash Investments$70,392$0▼ $70,392
Cash and Non-Interest-Bearing Accounts$-29,145$36,322▲ $65,467
Prepaid Expenses and Deferred Charges$27,040$11,083▼ $15,957
Accounts Receivable$5,984$0▼ $5,984
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$0→ $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$15,710,447$5,987,079▼ $9,723,368
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$33,984$11,066▼ $22,918
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$34,856$11,938▼ $22,918
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,675,591$5,975,141▼ $9,700,450
Total Liabilities and Net Assets / Fund Balance$15,710,447$5,987,079▼ $9,723,368
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jerry D JonesChairman/union TrusteePT$25,000$25,000

Board Members and Trustees

NameTitle
Michael O MckownEmployer Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,478
Investment Income
$1,615,560
Other Revenue
$0
Change in Net Assets
$1,085,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,600,986
Revenue Not Reported on Financial Statements
$26,052
Revenue Not Reported on Form 990
$-286,008
Total Revenue per Audited Statements
$1,314,978
Total Revenue per Form 990
$1,627,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,901
Salaries, Compensation, and Employee Benefits$25,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$260,579
Fees for Services Other---$73,528
Information Technology---$36,000
Fees for Service Investment Mgmnt Fees---$26,052
Current Officers, Directors, Trustees, and Key Employees---$25,000
Fees for Services Legal---$24,920
Fees for Services Accounting---$21,620
Insurance---$19,554
Conferences and Meetings---$15,871
Office Expenses---$12,920
Other Expenses---$5,167
Total Functional Expenses$0$0$0$541,480

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$541,480
Expenses per Audited Statements$515,428
Total Expenses per Audited Statements$515,428
Expenses Not Reported on Financial Statements$26,052
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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

Filer Name
Umwa Bcoa Training and Education Trust
EIN
52-1599698
In Care Of
% JUDY HENDRICKSON
Phone
7034459630
Address
18354 QUANTICO GATEWAY DRIVE, TRIANGLE, VA 22172-1779

Signing Officer

Name
Jerry D Jones
Title
Trustee
Phone
7034459630
Signed
2017-09-28
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
Supplemental Narrative

Additional Explanations

PART XI, LINE 9 - OTHER CHANGE IN NET ASSETS:

“The fund transfered $10,500,000 to the united mine workers of america 1993 benefit plan.”

Form 990 Part IX Line 11G

“Description:consulting fees total fees:73528”

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 Fund 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, 2017 there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-10500000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BEN P/R TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1SALARY REIMBURSEMENT
IRS990/OtherExpensesGrp/TotalAmt020269
IRS990/OtherExpensesGrp/TotalAmt15167
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0true
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/BOYAmt027040
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011083
IRS990/PrincipalOfficerNm0JERRY D JONES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011478
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0363280
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0474494
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0281838
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt051882
IRS990/PYRevenuesLessExpensesAmt0-143742
IRS990/PYSalariesCompEmpBnftPaidAmt025000
IRS990/PYTotalExpensesAmt0670118
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0526376
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01085558
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015675591
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05975141
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070392
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt026052
IRS990ScheduleD/ExpensesSubtotalAmt0515428
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt026052
IRS990ScheduleD/InvestmentExpensesNotIncldAmt026052
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-286008
IRS990ScheduleD/RevenueNotReportedAmt0-286008
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026052
IRS990ScheduleD/RevenueSubtotalAmt01600986
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Generally accepted accounting principles require management to evaluate tax positions taken and recognize a tax liability if the Fund 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, 2017 there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2 - FIN 48 FOOTNOTE:
IRS990ScheduleD/TotalExpensesPerForm990Amt0541480
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01627038
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01314978
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0515428
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0338558
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt033855
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL O MCKOWN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0372413
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0true
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-06-23
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12016-11-25
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0521888497
IRS990ScheduleN/DispositionOfAssetsDetail/EIN1521888497
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt06500000
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt14000000
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1501(C)(9)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt1ACTUAL
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0UMWA 1993 BENEFIT PLAN
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm1UMWA 1993 BENEFIT PLAN
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt02121 K STREET NW
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt12121 K STREET NW
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0WASHINGTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1WASHINGTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0DC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd1DC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd020037
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd120037
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0MICHAEL MCKOWN IS ONE OF FOUR TRUSTEES OF THE UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 2A - DIRECTOR OR TRUSTEE OF TRANSFEREE ORGANIZATION:
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/ExplanationTxt5THE FUND TRANSFERED $10,500,000 TO THE UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION:CONSULTING FEES TOTAL FEES:73528
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:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XI, LINE 9 - OTHER CHANGE IN NET ASSETS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART IX LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GOALS COAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1LITWAR PROCESSING COMPANY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2OHIO VALLEY COAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3OHIO VALLEY TRANSLOADING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4POWER MOUNTAIN COAL COMPANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED MINE WORKERS OF AMERICA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BITUMINOUS COAL OPERATORS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2board 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/AddressLine1Txt018354 QUANTICO GATEWAY STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11176 I STREET NW STE 255
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt218354 quantico gateway drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TRIANGLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2triangle
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022172
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd222172
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/TotalAssetsBOYAmt015710447
IRS990/TotalAssetsEOYAmt05987079
IRS990/TotalAssetsGrp/BOYAmt015710447
IRS990/TotalAssetsGrp/EOYAmt05987079
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0541480
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034856
IRS990/TotalLiabilitiesEOYAmt011938

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,987,079
Liabilities
$11,938
Net assets
$5,975,141
Revenue
$1,627,038
Expenses
$541,480
Net income
$1,085,558
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
2017Detailed filing. Detailed filing data is available for this year.$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