Civic Intelligence

Umwa-Bcoa Lmpcp Fund

990 • Fiscal year 2013 • EIN 52-1876214

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 13, 2014

Organization ProfileNA
PO Box 94021037-0940

(410) 798-4500

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.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

43rd percentile

0.05x

Higher debt load relative to revenue than 43% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

5th percentile

-24%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

20th percentile

-6.7%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

7th percentile

-18%

Faster revenue growth than 7% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$767,042

Down $54,824 (-6.7%) from 2012

Net Assets

Down

$756,452

Down $49,480 (-6.1%) from 2012

Liabilities

Down

$10,590

Down $5,344 (-34%) from 2012

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin5th percentile

Revenue

$207,994

No earlier filing loaded for comparison.

Expenses

Down

$257,474

Down $69,043 (-21%) from 2012

Net Income

-$49,480

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.0M$500K$0Assets 2010: $882,807Liabilities 2010: $16,741Net Assets 2010: $866,0662010Assets 2011: $876,908Liabilities 2011: $20,054Net Assets 2011: $856,8542011Assets 2012: $821,866Liabilities 2012: $15,934Net Assets 2012: $805,9322012Assets 2013: $767,042Liabilities 2013: $10,590Net Assets 2013: $756,4522013Assets 2014: $619,852Liabilities 2014: $25,093Net Assets 2014: $594,7592014Assets 2015: $450,893Liabilities 2015: $13,099Net Assets 2015: $437,7942015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$767,042
Liabilities$10,590
Net Assets$756,452
Open 2013 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200K-$400KRevenue 2010: $289,522Expenses 2010: $244,827Net Income 2010: $44,6952010Revenue 2011: $307,202Expenses 2011: $316,414Net Income 2011: -$9,2122011Expenses 2012: $326,5172012Revenue 2013: $207,994Expenses 2013: $257,474Net Income 2013: -$49,4802013Revenue 2014: $85,287Expenses 2014: $246,980Net Income 2014: -$161,6932014Revenue 2015: $71,708Expenses 2015: $228,673Net Income 2015: -$156,9652015Revenue 2016: $30,339Expenses 2016: $271,178Net Income 2016: -$240,8392016

Highlighted filing

2013

Revenue$207,994
Expenses$257,474
Net Income-$49,480
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 13, 2014
Return Version
2013v3.0
Gross Receipts
$207,994
Mission and Program Overview

Mission

See mission statement on schedule 0

To fund programs and activities designed to reinforce the shared belief that an ongoing partnership between labor and management is essential to the long-term success and growth of the industry; to explore ways to improve productivity, efficiency and competitiveness; to promote the development of employee job skills; to promote positive working relationships among employees and to accomplish similar objectives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$744,401$645,128▼ $99,273
Cash and Non-Interest-Bearing Accounts$26,783$76,740▲ $49,957
Pledges and Grants Receivable$20,552$13,408▼ $7,144
Land, Buildings, and Equipment, Net$4,528$2,937▼ $1,591
Prepaid Expenses and Deferred Charges$1,210$1,053▼ $157
Total Assets$821,866$767,042▼ $54,824
Other Assets Total$24,392$27,776▲ $3,384
Liabilities
Other Liabilities$5,522$5,936▲ $414
Grants Payable$7,972$2,411▼ $5,561
Accounts Payable and Accrued Expenses$2,440$2,243▼ $197
Total Liabilities$15,934$10,590▼ $5,344
Net Assets / Fund Balance
Unrestricted Net Assets$805,932$756,452▼ $49,480
Total Net Assets Fund Balance$805,932$756,452▼ $49,480
Total Liabilities and Net Assets / Fund Balance$821,866$767,042▼ $54,824

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,937$32,756$35,693
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Jerry D JonesTrustee
Paul PiccoliniTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$203,714
Investment Income
$727
Other Revenue
$3,553
Change in Net Assets
$-49,480

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,994
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$207,994
Total Revenue per Form 990
$207,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$153,434
Other Expenses$84,915
Grants and Similar Amounts Paid$19,125
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$127,440
Fees for Services Other---$50,000
Grants to Domestic Orgs---$19,125
Pension Plan Contributions---$15,930
Travel---$11,568
Fees for Services Accounting---$10,400
Payroll Taxes---$10,064
Office Expenses---$10,055
Depreciation Depletion---$1,591
Insurance---$1,301
Total Functional Expenses$0$0$0$257,474

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$257,474
Total Expenses per Audited Statements$257,474
Total Expenses per Form 990$257,474
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Plan to Foster Contined Improvements in the Following Areas of Health and Safety, Training, Education, Productivity, Working Relationships, and Human Resources. Plan to Continue to Education the Workforce Through Our Training Aids, Videos, and Employee Suggestions. Continue to Imporve Our Safety Performance, Productivity, Training and Management, and Employee Labor Relations.$9,280
---To Establish a Good Relationship Between Management and the Union. to Improve Safety, Complaince, and Productivity.$7,980
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes and Withholdings$5,936
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The trustees receive the form 990 from the independent public accounting firm and review the form for accuracy and disclosure.”

Form 990, Part VI, Section C, Line 19

“The organization makes available its governing documents and financial statements to the public upon request.”

Filing and Contact Details

Filer

EIN
52-1876214
Phone
4107984500

Signing Officer

Name
Michael O Mckown
Title
Trustee
Phone
4107984500
Signed
2014-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael O Mckown
Formed
1993
Legal Domicile
Md
Voting Board Members
2
Independent Board Members
2
Employees
2
Volunteers
0

Preparer

Preparer
Joann Woodson
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“CONSULTING FEES 50,000.”

FORM 990, PART XII, LINE 2C:

“The processed has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The fund accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribed a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The fund performed an evaluation of uncertain tax positions for the year ended december 31, 2013, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of december 31, 2013, the statue of limitations for tax years 2010 through 2012 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the fund files returns.”

Raw XML Appendix340 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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IRS990/ActivityOrMissionDesc0TO FUND PROGRAMS AND ACTIVITIES DESIGNED TO REINFORCE THE SHARED BELIEF THAT AN ONGOING PARTNERSHIP BETWEEN LABOR AND MANAGEMENT IS ESSENTIAL TO THE LONG-TERM SUCCESS AND GROWTH OF THE INDUSTRY; TO EXPLORE WAYS TO IMPROVE PRODUCTIVITY, EFFICIENCY AND COMPETITIVENESS; TO PROMOTE THE DEVELOPMENT OF EMPLOYEE JOB SKILLS; TO PROMOTE POSITIVE WORKING RELATIONSHIPS AMONG EMPLOYEES AND TO ACCOMPLISH SIMILAR OBJECTIVES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2013, THE STATUE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U. S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/CashGrantAmt19280
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ESTABLISH A GOOD RELATIONSHIP BETWEEN MANAGEMENT AND THE UNION. TO IMPROVE SAFETY, COMPLAINCE, AND PRODUCTIVITY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PLAN TO FOSTER CONTINED IMPROVEMENTS IN THE FOLLOWING AREAS OF HEALTH AND SAFETY, TRAINING, EDUCATION, PRODUCTIVITY, WORKING RELATIONSHIPS, AND HUMAN RESOURCES. PLAN TO CONTINUE TO EDUCATION THE WORKFORCE THROUGH OUR TRAINING AIDS, VIDEOS, AND EMPLOYEE SUGGESTIONS. CONTINUE TO IMPORVE OUR SAFETY PERFORMANCE, PRODUCTIVITY, TRAINING AND MANAGEMENT, AND EMPLOYEE LABOR RELATIONS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CONSOLIDATION COAL COMPANY - BLACKSVILLE MINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11CONSOLIDATION COAL COMPANY - SHOEMAKER MINE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES RECEIVE THE FORM 990 FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM AND REVIEW THE FORM FOR ACCURACY AND DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING FEES 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESSED HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0195
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13136
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PERCENTAGE OF TIME SPENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1PERCENTAGE OF TIME SPENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10UMWA-BCOA ROD TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11UMWA-BCOA ROD TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0821866
IRS990/TotalAssetsEOYAmt0767042
IRS990/TotalAssetsGrp/BOYAmt0821866
IRS990/TotalAssetsGrp/EOYAmt0767042
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0257474
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015934
IRS990/TotalLiabilitiesEOYAmt010590
IRS990/TotalLiabilitiesGrp/BOYAmt015934
IRS990/TotalLiabilitiesGrp/EOYAmt010590
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0805932
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0756452
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0203714
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0727
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0207267
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207994
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0821866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0767042
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt011568
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0805932
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0756452
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 940
IRS990/USAddress/City0EDGEWATER
IRS990/USAddress/State0MD
IRS990/USAddress/ZIPCode0210370940
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL O MCKOWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107984500
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10UMWA-BCOA LMPCP FUND
ReturnHeader/Filer/BusinessNameControlTxt0UMWA
ReturnHeader/Filer/EIN0521876214
ReturnHeader/Filer/PhoneNum04107984500
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 940
ReturnHeader/Filer/USAddress/City0EDGEWATER
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode0210370940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine20WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANN WOODSON
ReturnHeader/ReturnTs02014-10-13T09:41:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$767,042
Liabilities
$10,590
Net assets
$756,452
Revenue
$207,994
Expenses
$257,474
Net income
-$49,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.30$2.71$2.41
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.13$4.38$0.72$2.29$1.57
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.25$5.95$0.85$2.47$1.62
2013Detailed filing. Detailed filing data is available for this year.$7.67$0.11$7.56$2.08$2.57$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$0.16$8.06$3.27
2011Summary only. Only limited summary data is available for this year.$8.77$0.20$8.57$3.07$3.16$0.09
2010Summary only. Only limited summary data is available for this year.$8.83$0.17$8.66$2.90$2.45$0.45