Umwa Bcoa Training And Education Fund

Triangle, VA
Tax-exempt since July 1989
EIN: 52-1599698

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$501k (2025)

Expenses

$1.05M (2025)

Total Assets

$5.77M (2025)

Total Liabilities

$25.3k (2025)

Source: Form 990 tax filings from 2012 to 2025

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 Jan.
2025

Revenue

$501,487

Expenses

$1,054,962

Net Income

-$553,475

Net Assets

$5,749,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$162,773	32.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$338,714	67.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,000	4.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$5,774,964
Total Liabilities	$25,338
Net Assets	$5,749,626

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Thomas C Means (Employer Trustee)	$25,000	$0	$0

990

Filed on Aug. 28, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$326,001

Expenses

$517,338

Net Income

-$191,337

Net Assets

$6,024,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$159,638	49.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$166,363	51.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,000	9.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,113,042
Total Liabilities	$89,002
Net Assets	$6,024,040

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Thomas C Means (Employer Trustee)	$25,000	$0	$0

990

Filed on Nov. 8, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2023

Revenue

$361,466

Expenses

$543,133

Net Income

-$181,667

Net Assets

$6,008,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$140,882	39.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$220,584	61.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,000	9.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,110,372
Total Liabilities	$102,026
Net Assets	$6,008,346

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Thomas C Means (Employer Trustee)	$25,000	$0	$0

990

Filed on Nov. 16, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2022

Revenue

$366,448

Expenses

$361,650

Net Income

$4,798

Net Assets

$7,081,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$164,794	45.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$116,151	31.7%
Net Inventory Sales	$0
Other Revenue	$85,503	23.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,000	13.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,116,570
Total Liabilities	$34,851
Net Assets	$7,081,719

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Thomas C Means (Employer Trustee)	$25,000	$0	$0

990

Filed on Nov. 21, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2021

Revenue

$435,793

Expenses

$327,813

Net Income

$107,980

Net Assets

$6,832,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$162,073	37.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$273,720	62.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,000	15.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,845,898
Total Liabilities	$13,594
Net Assets	$6,832,304

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Thomas C Means (Employer Trustee)	$25,000	$0	$0

990

Filed on Dec. 9, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2020

Revenue

$389,230

Expenses

$432,816

Net Income

-$43,586

Net Assets

$6,198,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$169,266	43.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$219,964	56.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$39,583	9.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,218,462
Total Liabilities	$20,125
Net Assets	$6,198,337

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Thomas C Means (Enployer Trustee(eff. 7/1/19))	$12,500	$0	$0
Michael O Mckown (Employer Trustee(thru 6/30/19))	$0	$393,014	$31,576

990

Filed on Dec. 14, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2019

Revenue

$243,909

Expenses

$393,233

Net Income

-$149,324

Net Assets

$5,848,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$158,206	64.9%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$85,703	35.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,000	6.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$5,867,357
Total Liabilities	$18,516
Net Assets	$5,848,841

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Michael O Mckown (Employer Trustee)	$0	$383,712	$38,722

990

Filed on Oct. 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2018

Revenue

$314,093

Expenses

$487,226

Net Income

-$173,133

Net Assets

$6,456,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$150,870	48.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$163,223	52.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,000	5.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,478,448
Total Liabilities	$21,461
Net Assets	$6,456,987

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Michael O Mckown (Employer Trustee)	$0	$365,287	$73,390

990

Filed on Oct. 25, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2017

Revenue

$1,627,038

Expenses

$541,480

Net Income

$1,085,558

Net Assets

$5,975,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,478	0.7%
Investment Income	$281,826	17.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,333,734	82.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,000	4.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$5,987,079
Total Liabilities	$11,938
Net Assets	$5,975,141

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Michael O Mckown (Employer Trustee)	$0	$338,558	$33,855

990

Filed on Oct. 18, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2016

Revenue

$526,376

Expenses

$670,118

Net Income

-$143,742

Net Assets

$15,675,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$51,882	9.9%
Investment Income	$445,095	84.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$29,399	5.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,000	3.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$15,710,447
Total Liabilities	$34,856
Net Assets	$15,675,591

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Michael O Mckown (Employer Trustee)	$0	$313,380	$19,150

990

Filed on Nov. 28, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2015

Revenue

$755,818

Expenses

$718,370

Net Income

$37,448

Net Assets

$34,192,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$69,847	9.2%
Investment Income	$676,582	89.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,389	1.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,000	3.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$34,253,804
Total Liabilities	$61,493
Net Assets	$34,192,311

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Michael O Mckown (Employer Trustee)	$0	$0	$0

990

Filed on Dec. 1, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2014

Revenue

$1,002,997

Expenses

$891,322

Net Income

$111,675

Net Assets

$32,676,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$185,479	18.5%
Investment Income	$777,532	77.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$39,986	4.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$47,917	5.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$32,857,081
Total Liabilities	$180,577
Net Assets	$32,676,504

Compensation

Key Employees and Officers	Compensation	Related	Other
Jerry D Jones (Chairman/Union Trustee)	$25,000	$0	$0
Charles S Perkins Iii (Employer Trustee(thru 12/5/13))	$22,917	$0	$0
Paul B Piccolini (Employer Trustee(thru 1/10/14))	$0	$0	$0
Michael O Mckown (Employer Trustee(eff 1/10/14))	$0	$0	$0

+ View more people

990

Filed on Dec. 15, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2013

Revenue

$2,670,230

Expenses

$994,427

Net Income

$1,675,803

Net Assets

$31,141,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,305,648	48.9%
Investment Income	$1,029,575	38.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$334,482	12.5%
Net Inventory Sales	$0
Other Revenue	$525	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,000	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$31,213,859
Total Liabilities	$72,672
Net Assets	$31,141,187

990

Filed on Jan. 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2012

Revenue

$4,162,517

Expenses

$902,855

Net Income

$3,259,662

Net Assets

$28,773,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,987,353	71.8%
Investment Income	$1,174,840	28.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$324	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,000	2.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$28,808,335
Total Liabilities	$34,901
Net Assets	$28,773,434

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 »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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 December 22, 2025

Umwa Bcoa Training And Education Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $501k (2025)

Expenses $1.05M (2025)

Total Assets $5.77M (2025)

Total Liabilities $25.3k (2025)

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

Revenue

$501k (2025)

Expenses

$1.05M (2025)

Total Assets

$5.77M (2025)

Total Liabilities

$25.3k (2025)

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005