Civic Intelligence

Umwa-Bcoa Lmpcp Fund

990 • Fiscal year 2015 • EIN 52-1876214

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 02, 2016

Organization ProfileNA
PO Box 940Edgewater, MD 21037-0940

(410) 798-4500

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.03x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.18x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-219%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-27%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$450,893

Down $168,959 (-27%) from 2014

Net Assets

Down

$437,794

Down $156,965 (-26%) from 2014

Liabilities

Down

$13,099

Down $11,994 (-48%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin1st percentile

Revenue

Down

$71,708

Down $13,579 (-16%) from 2014

Expenses

Down

$228,673

Down $18,307 (-7.4%) from 2014

Net Income

Up

-$156,965

Up $4,728 (+2.9%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2015

Assets$450,893
Liabilities$13,099
Net Assets$437,794
Open 2015 Filing

Operations Trend

Revenue Growth20th 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

2015

Revenue$71,708
Expenses$228,673
Net Income-$156,965
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 2, 2016
Return Version
2015v2.1
Gross Receipts
$71,708
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$506,818$332,466▼ $174,352
Cash and Non-Interest-Bearing Accounts$69,051$72,370▲ $3,319
Pledges and Grants Receivable$6,331$3,959▼ $2,372
Prepaid Expenses and Deferred Charges$1,356$1,190▼ $166
Land, Buildings, and Equipment, Net$1,809$862▼ $947
Total Assets$619,852$450,893▼ $168,959
Other Assets Total$34,487$40,046▲ $5,559
Liabilities
Other Liabilities$19,515$10,865▼ $8,650
Grants Payable$3,337$0▼ $3,337
Accounts Payable and Accrued Expenses$2,241$2,234▼ $7
Total Liabilities$25,093$13,099▼ $11,994
Net Assets / Fund Balance
Unrestricted Net Assets$594,759$437,794▼ $156,965
Total Net Assets Fund Balance$594,759$437,794▼ $156,965
Total Liabilities and Net Assets / Fund Balance$619,852$450,893▼ $168,959

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$862$34,831$35,693
Other Assets Org$39,897--
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Jerry D JonesTrustee
Michael O MckownTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,101
Investment Income
$425
Other Revenue
$7,182
Change in Net Assets
$-156,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$71,708
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$71,708
Total Revenue per Form 990
$71,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$153,468
Other Expenses$75,205
Grants and Similar Amounts Paid$0
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
Pension Plan Contributions---$15,930
Fees for Services Accounting---$10,800
Payroll Taxes---$10,098
Office Expenses---$9,877
Travel---$2,299
Insurance---$1,282
Depreciation Depletion---$947
Total Functional Expenses$0$0$0$228,673

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$228,673
Total Expenses per Audited Statements$228,673
Total Expenses per Form 990$228,673
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Contributions Payable to Umwa-bcoa Rod Trust$8,144
Payroll Taxes and Withholdings$2,721
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

Filer Name
Umwa-bcoa Lmpcp Fund
EIN
52-1876214
Phone
4107984500
Address
PO BOX 940, EDGEWATER, MD 21037-0940

Signing Officer

Name
Michael O Mckown
Title
Trustee
Phone
4107984500
Signed
2016-09-02
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

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
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 process has not changed from the 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, 2015, 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, 2015, the statue of limitations for tax years 2012 through 2014 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the fund files returns.”

Raw XML Appendix331 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/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, 2015, 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, 2015, THE STATUE OF LIMITATIONS FOR TAX YEARS 2012 THROUGH 2014 REMAINS OPEN WITH THE U. S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS.
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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 PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0619852
IRS990/TotalAssetsEOYAmt0450893
IRS990/TotalAssetsGrp/BOYAmt0619852
IRS990/TotalAssetsGrp/EOYAmt0450893
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228673
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025093
IRS990/TotalLiabilitiesEOYAmt013099
IRS990/TotalLiabilitiesGrp/BOYAmt025093
IRS990/TotalLiabilitiesGrp/EOYAmt013099
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0594759
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0437794
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt064101
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0425
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071283
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071708
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0619852
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0450893
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02299
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0594759
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0437794
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 940
IRS990/USAddress/CityNm0EDGEWATER
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd0210370940
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL O MCKOWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107984500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UMWA-BCOA LMPCP FUND
ReturnHeader/Filer/BusinessNameControlTxt0UMWA
ReturnHeader/Filer/EIN0521876214
ReturnHeader/Filer/PhoneNum04107984500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 940
ReturnHeader/Filer/USAddress/CityNm0EDGEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210370940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANN WOODSON
ReturnHeader/ReturnTs02016-09-02T08:39:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,893
Liabilities
$13,099
Net assets
$437,794
Revenue
$71,708
Expenses
$228,673
Net income
-$156,965
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
2015Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits