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United Mine Workers Of America Prefunded Benefit Plan

  • Washington, DC
  • Tax-exempt since May 2009
  • EIN: 26-1508254

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$6.04M (2023)

Expenses
$9.02M (2023)

Total Assets
$143M (2023)

Total Liabilities
$606k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,040,266
Expenses
$9,015,232
Net Income
-$2,974,966
Net Assets
$142,088,383
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,319,459
38.4%
Investment Income $1,724,340
28.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,996,467
33.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $142,694,566
Total Liabilities $606,183
Net Assets $142,088,383
Compensation
Key Employees and Officers Compensation Related Other
Lorraine Lewis (Executive Director) $0 $405,073 $23,784
Anna Amselle (Dir, Finance (Eff 06/26/2023)) $0 $138,939 $9,182
Micheal W Buckner (Trustee, Chair) $0 $124,000 $8,145
Dale Stover (Dir Fin Intrm(3/4/23 6/5/23)) $0 $121,154 $2,299
Paul Piccolini (Trustee) $0 $100,000 $12,024
Michael O Mckown (Trustee) $0 $75,000 $0
Samuel Rodriguez (Dir Of Finance (Thru 3/3/2023)) $0 $43,676 $4,549
+ View more people

Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,364,605
Expenses
$8,505,465
Net Income
-$6,140,860
Net Assets
$137,815,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,054,184
86.9%
Investment Income $1,805,297
76.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,494,876
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $138,237,565
Total Liabilities $422,026
Net Assets $137,815,539
Compensation
Key Employees and Officers Compensation Related Other
Lorraine Lewis (Executive Director) $0 $392,836 $47,617
Samuel Rodriguez (Director Of Finance) $0 $241,722 $40,378
Micheal W Buckner (Trustee, Chair) $0 $124,000 $31,879
Paul Piccolini (Trustee) $0 $100,000 $29,875
Michael O Mckown (Trustee) $0 $120,000 $0
Michael H Holland (Trustee, Chair (Thru 04/15/22)) $0 $28,846 $27,740
+ View more people

Document Links

990
Filed on Nov. 16, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,288,065
Expenses
$9,045,058
Net Income
$2,243,007
Net Assets
$159,665,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,758,799
24.4%
Investment Income $5,722,882
50.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,806,384
24.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $160,345,805
Total Liabilities $680,283
Net Assets $159,665,522
Compensation
Key Employees and Officers Compensation Related Other
Lorraine Lewis (Executive Director) $0 $381,438 $45,042
Michael O Mckown (Trustee) $0 $270,000 $0
Samuel Rodriguez (Director Of Finance) $0 $207,751 $52,274
Micheal W Buckner (Trustee) $0 $124,000 $28,458
Paul Piccolini (Trustee) $0 $92,307 $21,277
Michael H Holland (Trustee, Chair) $0 $90,000 $22,976
Joseph R Reschini (Trustee (Thru 1/31/2021)) $0 $0 $1,788
+ View more people

Document Links

990
Filed on Nov. 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,427,048
Expenses
$8,857,028
Net Income
-$3,429,980
Net Assets
$154,012,707
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,843,076
52.4%
Investment Income $579,569
10.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,004,403
36.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $154,838,479
Total Liabilities $825,772
Net Assets $154,012,707
Compensation
Key Employees and Officers Compensation Related Other
Michael O Mckown (Trustee) $0 $643,169 $0
Lorraine Lewis (Executive Director) $0 $385,906 $33,902
Samuel Rodriguez (Dir Of Finance (Eff 7/1/20)) $0 $197,809 $23,645
Dale R Stover (Dir Of Finance (Thru 6/30/20)) $0 $146,777 $24,751
Michael W Buckner (Trustee) $0 $103,846 $51,316
Michael H Holland (Trustee, Chair) $0 $93,461 $35,183
Joseph R Reschini (Trustee) $0 $51,923 $5,256
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,131,184
Expenses
$9,113,515
Net Income
-$3,982,331
Net Assets
$146,765,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,029,241
59.0%
Investment Income $1,208,815
23.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $893,128
17.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $147,213,584
Total Liabilities $448,409
Net Assets $146,765,175
Compensation
Key Employees and Officers Compensation Related Other
Michael O Mckown (Trustee) $0 $393,104 $31,576
Lorraine Lewis (Executive Director) $0 $368,823 $35,775
Dale R Stover (Director Of Finance) $0 $247,558 $30,206
Micheal W Buckner (Trustee (Eff 09/2019)) $0 $114,921 $23,583
Michael H Holland (Trustee, Chair) $0 $98,130 $23,871
Marty Hudson (Trustee (Thru 08/2019)) $0 $83,461 $23,487
Joseph R Reschini (Trustee) $0 $50,000 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,621,962
Expenses
$9,003,393
Net Income
$1,618,569
Net Assets
$136,342,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,238,515
21.1%
Investment Income $1,090,618
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,292,829
68.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $136,675,644
Total Liabilities $333,554
Net Assets $136,342,090
Compensation
Key Employees and Officers Compensation Related Other
Dale R Stover (Director Of Finance) $10,077 $0 $1,240
Lorraine Lewis (Executive Director) $3,643 $0 $363
Michael H Holland (Trustee, Chair) $0 $41,799 $12,236
Marty Hudson (Trustee) $0 $101,427 $24,089
Michael O Mckown (Trustee) $0 $383,712 $38,722
Joseph R Reschini (Trustee) $0 $51,755 $0
+ View more people

Document Links

990
Filed on Sept. 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,927,029
Expenses
$5,300,597
Net Income
-$2,373,568
Net Assets
$148,860,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,701,258
58.1%
Investment Income $742,678
25.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $483,093
16.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $149,129,966
Total Liabilities $269,214
Net Assets $148,860,752
Compensation
Key Employees and Officers Compensation Related Other
Dale R Stover (Director Of Finance) $8,812 $0 $1,090
Lorraine Lewis (Executive Director) $1,347 $0 $129
Michael H Holland (Trustee, Chair) $0 $53,068 $11,837
Marty Hudson (Trustee) $0 $101,482 $22,942
Michael O Mckown (Trustee) $0 $365,287 $73,390
Joseph R Reschini (Trustee) $0 $50,000 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$421,397
Expenses
$613,719
Net Income
-$192,322
Net Assets
$7,208,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $207,911
49.3%
Investment Income $40,775
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $172,711
41.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,415,756
Total Liabilities $207,742
Net Assets $7,208,014
Compensation
Key Employees and Officers Compensation Related Other
Dale R Stover (Director Of Finance) $9,184 $0 $1,003
Lorraine Lewis (Executive Director) $1,276 $0 $124
Michael H Holland (Trustee, Chair) $0 $42,308 $12,032
Marty Hudson (Trustee) $0 $102,048 $23,320
Michael O Mckown (Trustee) $0 $338,558 $56,092
Joseph R Reschini (Trustee) $0 $51,770 $0
+ View more people

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990
Filed on Nov. 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$199,537
Expenses
$595,414
Net Income
-$395,877
Net Assets
$7,421,036
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $171,473
85.9%
Investment Income $26,543
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,484
0.7%
Net Inventory Sales $0
Other Revenue $37
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,430
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,518,234
Total Liabilities $97,198
Net Assets $7,421,036
Compensation
Key Employees and Officers Compensation Related Other
Dale R Stover (Director Of Finance) $3,147 $104,569 $11,603
Lorraine Lewis (Executive Director) $883 $162,477 $15,278
Michael H Holland (Trustee, Chair) $0 $42,313 $11,227
Marty Hudson (Trustee) $0 $122,533 $21,711
Michael O Mckown (Trustee) $0 $313,380 $19,150
Joseph R Reschini (Trustee) $0 $50,677 $0
+ View more people

Document Links

990
Filed on Oct. 30, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$375,149
Expenses
$498,079
Net Income
-$122,930
Net Assets
$7,823,275
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $171,627
45.7%
Investment Income $25,648
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $177,750
47.4%
Net Inventory Sales $0
Other Revenue $124
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,328
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,902,695
Total Liabilities $79,420
Net Assets $7,823,275
Compensation
Key Employees and Officers Compensation Related Other
Dale R Stover (Director Of Finance) $3,088 $102,625 $11,414
Lorraine Lewis (Executive Director) $870 $160,069 $14,371
Michael H Holland (Trustee, Chair) $0 $44,273 $10,419
Marty Hudson (Trustee) $0 $100,537 $20,081
Daniel R Jack (Trustee (Thru 10/2014)) $0 $40,749 $7,665
Michael O Mckown (Trustee) $0 $0 $0
Paul B Piccolini (Trustee (Thru 1/2014)) $0 $0 $0
Joseph R Reschini (Trustee (Eff. 10/2014)) $0 $0 $4,258
+ View more people

Document Links

990
Filed on Aug. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$230,263
Expenses
$591,670
Net Income
-$361,407
Net Assets
$7,798,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,669
49.4%
Investment Income $24,034
10.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $92,395
40.1%
Net Inventory Sales $0
Other Revenue $165
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,245
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,859,615
Total Liabilities $60,633
Net Assets $7,798,982
Compensation
Key Employees and Officers Compensation Related Other
Dale R Stover (Director Of Finance) $3,062 $101,742 $11,274
Lorraine Lewis (Executive Director) $829 $152,593 $14,208
Daniel L Fassio (Trustee (Former)) $0 $104,909 $21,708
Michael H Holland (Trustee, Chair) $0 $43,522 $10,460
Marty Hudson (Trustee) $0 $101,277 $20,092
Michael O Mckown (Trustee) $0 $0 $0
Paul B Piccolini (Trustee) $0 $0 $0
Kurt A Salvatori (Trustee (Former)) $0 $0 $0
+ View more people

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990
Filed on Aug. 8, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,000
Expenses
$386,563
Net Income
-$185,563
Net Assets
$8,126,721
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $114,143
56.8%
Investment Income $23,981
11.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $62,876
31.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,332
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,168,225
Total Liabilities $41,504
Net Assets $8,126,721

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$390,332
Expenses
$403,189
Net Income
-$12,857
Net Assets
$8,073,562
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $265,124
67.9%
Investment Income $27,175
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $97,973
25.1%
Net Inventory Sales $0
Other Revenue $60
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,250
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,118,855
Total Liabilities $45,293
Net Assets $8,073,562

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated