Civic Intelligence

Bituminous Coal Operators Association Inc Retiree Welfare

990 • Fiscal year 2016 • EIN 75-3101353

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 10, 2017

1776 I STREET NW No 245Washington, DC 20006-3703

(202) 783-3195

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

96th percentile

$398,576

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 590.7% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,630,993

Up $83,248 (+5.4%) from 2015

Net Assets

Up

$1,630,993

Up $83,248 (+5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$67,474

Down $128,031 (-65%) from 2015

Expenses

Down

$53,437

Down $24,533 (-31%) from 2015

Net Income

Down

$14,037

Down $103,498 (-88%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,214,162Liabilities 2010: $0Net Assets 2010: $1,214,1622010Assets 2011: $1,219,277Liabilities 2011: $0Net Assets 2011: $1,219,2772011Assets 2012: $1,264,002Liabilities 2012: $0Net Assets 2012: $1,264,0022012Assets 2013: $1,479,269Liabilities 2013: $0Net Assets 2013: $1,479,2692013Assets 2014: $1,501,197Liabilities 2014: $0Net Assets 2014: $1,501,1972014Assets 2015: $1,547,745Liabilities 2015: $0Net Assets 2015: $1,547,7452015Assets 2016: $1,630,993Liabilities 2016: $0Net Assets 2016: $1,630,9932016Assets 2017: $1,786,383Liabilities 2017: $0Net Assets 2017: $1,786,3832017Assets 2018: $1,704,522Liabilities 2018: $0Net Assets 2018: $1,704,5222018Assets 2019: $1,990,182Liabilities 2019: $0Net Assets 2019: $1,990,1822019

Highlighted filing

2016

Assets$1,630,993
Liabilities$0
Net Assets$1,630,993

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $81,8812010Expenses 2011: $73,3682011Expenses 2012: $69,7492012Revenue 2013: $226,284Expenses 2013: $67,896Net Income 2013: $158,3882013Revenue 2014: $78,951Expenses 2014: $98,736Net Income 2014: -$19,7852014Revenue 2015: $195,505Expenses 2015: $77,970Net Income 2015: $117,5352015Revenue 2016: $67,474Expenses 2016: $53,437Net Income 2016: $14,0372016Revenue 2017: $77,847Expenses 2017: $36,578Net Income 2017: $41,2692017Revenue 2018: $132,778Expenses 2018: $33,904Net Income 2018: $98,8742018Revenue 2019: $83,058Expenses 2019: $34,238Net Income 2019: $48,8202019

Highlighted filing

2016

Revenue$67,474
Expenses$53,437
Net Income$14,037
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$160,309
Mission and Program Overview

Mission

To provide retiree health care benefits to eligible retirees and dependents of the bituminous coal operators' assn., inc. To oversee the investment of assets that have been deposited to fund these benefits.

To provide health care benefits for retired employees of the bituminous coal operators' association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,519,335$1,611,187▲ $91,852
Savings and Temporary Cash Investments$28,410$19,806▼ $8,604
Total Assets$1,547,745$1,630,993▲ $83,248
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,547,745$1,630,993▲ $83,248
Total Net Assets Fund Balance$1,547,745$1,630,993▲ $83,248
Total Liabilities and Net Assets / Fund Balance$1,547,745$1,630,993▲ $83,248
Compensation and Service Providers

Employees

NameTitleOtherTotal
Linda W PatrickAsst. Sec-treasurer & Administrator$149,084$149,084

Board Members and Trustees

NameTitle
Robert E MurrayChairman
Michael MckownPresident
Robert D MooreBoard Member
Ryan M MurrayBoard Member
Paul B PiccoliniSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,838
Investment Income
$65,636
Other Revenue
$0
Change in Net Assets
$14,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$44,579
Fees for Services Accounting---$5,358
Fees for Services Other---$3,500
Total Functional Expenses$0$0$0$53,437
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Form 990, Part VI, Section A, line 7A

Bituminous coal operators' association, inc. (bcoa) sponsors the plan and members of bcoa appoint the trustee for the bcoa retiree welfare benefit trust.

Form 990, Part VI, Section B, line 11B

A draft of the form 990 is reviewed and approved by the trustee. A copy is also distributed to the plan sponsor (bcoa). Once approved, the draft is finalized and signed by the trustee as appropriate.

Form 990, Part VI, Section B, line 12C

The trust and it's sponsor (bcoa) require employees and the plan's trustee to sign a conflict of interest policy and disclose annually any conflicts.

Form 990, Part VI, Section C, line 19

The organization's governing documents, conflict of interest policy, and financial information are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
BITUMINOUS COAL OPERATORS' ASSOCIATION
EIN
75-3101353
Phone
2027833195
Address
1776 I STREET NW No 245, WASHINGTON, DC 20006-3703

Signing Officer

Name
Linda W Patrick
Title
Trustee
Phone
2027833195
Signed
2017-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda W Patrick
Formed
2002
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Rubino & Company Chartered
Address
6903 ROCKLEDGE DRIVE SUITE 1200, BETHESDA, MD 20006
Preparer
PATRICIA A O'MALLEY CPA
Phone
3015643636
Raw XML Appendix329 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS FOR RETIRED EMPLOYEES OF THE BITUMINOUS COAL OPERATORS' ASSOCIATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt044579
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINDA W PATRICK
IRS990/BooksInCareOfDetail/PhoneNum02027833195
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01776 I STREET NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt044579
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065636
IRS990/CYOtherExpensesAmt08858
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01838
IRS990/CYRevenuesLessExpensesAmt014037
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt053437
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt067474
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RETIREE HEALTH CARE BENEFITS:PROVIDED HEALTH CARE BENEFITS FOR RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS THROUGH GROUP HEALTH INSURANCE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05358
IRS990/FeesForServicesOtherGrp/TotalAmt03500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt045172
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt559702
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDA W PATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL B PICCOLINI
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT E MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT D MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm4RYAN M MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL MCKOWN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0103912
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5338874
IRS990/Form990PartVIISectionAGrp/TitleTxt0ASST. SEC-TREASURER & ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt065
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt092900
IRS990/GrossReceiptsAmt0160309
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt065571
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065571
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01519335
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01611187
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt092835
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE RETIREE HEALTH CARE BENEFITS TO ELIGIBLE RETIREES AND DEPENDENTS OF THE BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. TO OVERSEE THE INVESTMENT OF ASSETS THAT HAVE BEEN DEPOSITED TO FUND THESE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01547745
IRS990/NetAssetsOrFundBalancesEOYAmt01630993
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt065
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt069211
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDA W PATRICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEDICAL LOSS RATIO ANN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01838
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01838
IRS990/ProgSrvcAccomActy2Grp/Desc0INVESTMENT OVERSIGHT:MONITORING AND OVERSIGHT OF ASSETS INVESTED FOR THE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt069770
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt082015
IRS990/PYOtherExpensesAmt08200
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0113490
IRS990/PYRevenuesLessExpensesAmt0117535
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt077970
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0195505
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt014037
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028410
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019806
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0338874
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt033858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025844
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL MCKOWN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0398576
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: BITUMINOUS COAL OPERATORS' ASSOCIATION, A RELATED ORGANIZATION, DETERMINES THE OFFICER'S SALARY THROUGH THE USE OF AN INDEPENDENT COMPENSATION CONSULTANT, THE COMPENSATION IS APPROVED BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. (BCOA) SPONSORS THE PLAN AND MEMBERS OF BCOA APPOINT THE TRUSTEE FOR THE BCOA RETIREE WELFARE BENEFIT TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE TRUSTEE. A COPY IS ALSO DISTRIBUTED TO THE PLAN SPONSOR (BCOA). ONCE APPROVED, THE DRAFT IS FINALIZED AND SIGNED BY THE TRUSTEE AS APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST AND IT'S SPONSOR (BCOA) REQUIRE EMPLOYEES AND THE PLAN'S TRUSTEE TO SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANNUALLY ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL INFORMATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BITUMINOUS COAL OPERATORS' ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0520906130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REPRESENTS MEMBER BITUMINOUS COAL OPERATORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01776 I STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01547745
IRS990/TotalAssetsEOYAmt01630993
IRS990/TotalAssetsGrp/BOYAmt01547745
IRS990/TotalAssetsGrp/EOYAmt01630993
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt053437
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01547745
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01630993
IRS990/TotalOtherCompensationAmt0104874
IRS990/TotalProgramServiceRevenueAmt01838
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt065636
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01838
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067474
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01547745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01630993
IRS990/TotReportableCompRltdOrgAmt0442786
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01547745
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01630993
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01776 I STREET NW No 245
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200063703
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA W PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02027833195
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BITUMINOUS COAL OPERATORS' ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC RETIREE WELFARE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BITU
ReturnHeader/Filer/EIN0753101353
ReturnHeader/Filer/PhoneNum02027833195
ReturnHeader/Filer/USAddress/AddressLine1Txt01776 I STREET NW No 245
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200063703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE0FE5F6D46DD93924918A8641C30E69B09658BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.109.106
ReturnHeader/FilingSecurityInformation/IPDt02017-08-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:16:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521186096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINO & COMPANY CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06903 ROCKLEDGE DRIVE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020006
ReturnHeader/PreparerPersonGrp/PhoneNum03015643636
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A O'MALLEY CPA
ReturnHeader/ReturnTs02017-08-11T14:34:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings