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United Mine Workers Of America Combined Benefit Fund

Umwa Combined Benefit Fund

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$52.6M (2023)

Expenses
$50.1M (2023)

Total Assets
$96.7M (2023)

Total Liabilities
$71.6M (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 Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,556,292
Expenses
$50,148,355
Net Income
$2,407,937
Net Assets
$25,101,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,345,099
93.9%
Investment Income $3,579,743
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$368,550
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $390,646
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,747,624
Total Liabilities $71,646,354
Net Assets $25,101,270
Compensation
Key Employees and Officers Compensation Related Other
Gail R Wilensky (Trustee) $70,000 $0 $29,237
William P Hobgood (Trustee) $70,000 $0 $28,975
Carl E Van Horn (Trustee) $70,000 $0 $28,975
Paul B Piccolini (Trustee) $50,000 $50,000 $29,875
Lorraine Lewis (Executive Director) $47,140 $0 $5,715
Samuel Rodriguez (Dir, Finance (Thru 03/03/2023)) $21,997 $0 $3,675
Micheal W Buckner (Trustee, Co Chair) $21,423 $59,731 $16,155
Michael O Mckown (Trustee, Co Chair) $0 $120,000 $0
Dale Stover (Dir,Fin.(Interim Thru 6/25/23)) $0 $0 $0
Anna Amselle (Dir, Finance (Eff. 6/26/2023)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,957,970
Expenses
$54,167,056
Net Income
-$2,209,086
Net Assets
$20,919,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,486,500
99.1%
Investment Income $695,589
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$224,119
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $421,714
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $99,192,072
Total Liabilities $78,272,853
Net Assets $20,919,219
Compensation
Key Employees and Officers Compensation Related Other
Carl E Van Horn (Trustee) $70,000 $0 $24,664
Gail R Wilensky (Trustee) $70,000 $0 $23,816
William P Hobgood (Trustee) $70,000 $0 $23,550
Lorraine Lewis (Executive Director) $47,680 $0 $5,631
Paul Piccolini (Trustee) $46,154 $46,154 $21,277
Michael H Holland (Trustee,Co Chair(thru 4/15/22)) $40,000 $0 $12,234
Samuel Rodriguez (Dir, Finance) $29,749 $0 $7,486
Micheal W Buckner (Trustee) $25,000 $49,000 $14,229
Michael O Mckown (Trustee, Co Chair) $0 $270,000 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,763,632
Expenses
$66,553,612
Net Income
-$1,789,980
Net Assets
$22,915,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,546,517
99.7%
Investment Income $217,115
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $391,814
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,120,269
Total Liabilities $74,205,158
Net Assets $22,915,111
Compensation
Key Employees and Officers Compensation Related Other
William P Hobgood (Trustee) $72,692 $0 $24,708
Carl E Van Horn (Trustee) $72,692 $0 $20,969
Gail R Wilensky (Trustee) $72,692 $0 $18,697
Lorraine Lewis (Executive Director) $48,238 $0 $4,238
Michael H Holland (Trustee, Co Chair) $41,538 $0 $17,592
Joseph R Reschini (Trustee) $31,154 $20,769 $5,256
Samuel Rodriguez (Director, Finance) $28,326 $0 $3,386
Micheal W Buckner (Trustee) $25,961 $25,961 $25,658
Michael O Mckown (Trustee, Co Chair) $0 $643,169 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,200,609
Expenses
$79,688,645
Net Income
$1,511,964
Net Assets
$23,118,084
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,150,638
98.7%
Investment Income $1,049,971
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $375,950
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,846,911
Total Liabilities $65,728,827
Net Assets $23,118,084
Compensation
Key Employees and Officers Compensation Related Other
Carl E Van Horn (Trustee) $70,000 $0 $23,499
William P Hobgood (Trustee) $70,000 $0 $22,899
Gail R Wilensky (Trustee) $70,000 $0 $22,839
Marty D Hudson (Trustee) $63,269 $20,192 $23,487
Lorraine Lewis (Executive Director) $46,103 $0 $4,473
Michael H Holland (Trustee, Co Chair) $40,000 $0 $24,199
Dale R Stover (Dir, Finance (Thru 6/30/2020)) $35,450 $0 $4,326
Joseph R Reschini (Trustee) $30,000 $20,000 $0
Samuel Rodriguez (Dir, Finance (Eff 7/1/2020)) $25,337 $0 $3,682
Micheal W Buckner (Trustee) $13,487 $0 $5,110
Michael O Mckown (Trustee, Co Chair) $0 $393,104 $31,576

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,276,151
Expenses
$92,667,773
Net Income
$608,378
Net Assets
$23,532,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $91,106,616
97.7%
Investment Income $2,169,432
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $103
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $434,569
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,617,169
Total Liabilities $52,084,596
Net Assets $23,532,573
Compensation
Key Employees and Officers Compensation Related Other
Marty D Hudson (Trustee (Thru 8/2019)) $70,621 $30,806 $24,089
William P Hobgood (Trustee) $70,000 $0 $23,501
Carl E Van Horn (Trustee) $70,000 $0 $24,101
Gail R Wilensky (Trustee) $70,000 $0 $23,441
Lorraine Lewis (Executive Director) $45,537 $0 $4,528
Michael H Holland (Trustee, Co Chair) $41,799 $0 $24,861
Dale R Stover (Director, Finance) $35,805 $0 $4,406
Joseph R Reschini (Trustee) $31,053 $20,702 $0
Michael O Mckown (Trustee, Co Chair) $0 $383,712 $38,722
Michael W Buckner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$106,137,814
Expenses
$106,718,477
Net Income
-$580,663
Net Assets
$23,328,277
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $105,001,409
98.9%
Investment Income $1,514,184
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$377,871
Net Inventory Sales $0
Other Revenue $92
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $449,871
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,949,179
Total Liabilities $52,620,902
Net Assets $23,328,277
Compensation
Key Employees and Officers Compensation Related Other
Lorraine Lewis (Executive Director) $75,537 $0 $7,203
Carl E Van Horn (Trustee) $74,137 $0 $23,386
William P Hobgood (Trustee) $73,200 $0 $22,546
Marty D Hudson (Trustee) $71,066 $30,416 $22,942
Gail R Wilensky (Trustee) $70,000 $0 $22,546
Dale R Stover (Director, Finance) $45,823 $0 $5,664
Michael H Holland (Trustee, Co Chair) $42,454 $10,614 $11,837
Joseph R Reschini (Trustee) $30,000 $20,000 $0
Michael O Mckown (Trustee, Co Chair) $0 $365,287 $73,390

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$117,009,534
Expenses
$119,351,682
Net Income
-$2,342,148
Net Assets
$23,156,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $116,190,683
99.3%
Investment Income $815,448
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,403
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $452,785
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,246,967
Total Liabilities $52,090,820
Net Assets $23,156,147
Compensation
Key Employees and Officers Compensation Related Other
Carl E Van Horn (Trustee) $74,340 $0 $23,764
William P Hobgood (Trustee) $72,485 $0 $22,924
Marty D Hudson (Trustee) $72,048 $30,000 $23,320
Lorraine Lewis (Executive Director) $71,600 $0 $6,957
Gail R Wilensky (Trustee) $70,000 $0 $22,924
Dale R Stover (Director, Finance) $47,787 $0 $5,218
Michael H Holland (Trustee, Co Chair) $42,308 $0 $12,032
Joseph R Reschini (Trustee) $31,038 $20,732 $0
Michael O Mckown (Trustee, Co Chair) $0 $338,558 $56,096

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,734,480
Expenses
$135,550,688
Net Income
$2,183,792
Net Assets
$23,451,262
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $137,261,417
99.7%
Investment Income $456,545
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,518
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $588,748
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $72,245,984
Total Liabilities $48,794,722
Net Assets $23,451,262
Compensation
Key Employees and Officers Compensation Related Other
William P Hobgood (Trustee) $74,946 $0 $21,303
Lorraine Lewis (Executive Director) $74,175 $88,303 $15,277
Carl E Van Horn (Trustee) $73,472 $0 $22,155
Marty D Hudson (Trustee) $70,423 $52,110 $21,711
Gail R Wilensky (Trustee) $70,000 $0 $21,303
Dale R Stover (Director, Finance) $57,368 $47,202 $11,602
Michael H Holland (Trustee, Co Chair) $42,313 $0 $11,227
Joseph R Reschini (Trustee) $30,406 $20,271 $0
Michael O Mckown (Trustee, Co Chair) $0 $313,380 $20,874

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$150,534,020
Expenses
$152,592,318
Net Income
-$2,058,298
Net Assets
$24,572,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $150,175,787
99.8%
Investment Income $277,049
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,565
0.0%
Net Inventory Sales $0
Other Revenue $71,619
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $608,080
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $62,291,530
Total Liabilities $37,718,734
Net Assets $24,572,796
Compensation
Key Employees and Officers Compensation Related Other
William P Hobgood (Trustee) $77,693 $0 $19,697
Carl E Van Horn (Trustee) $75,805 $0 $20,525
Lorraine Lewis (Executive Director) $73,075 $86,994 $14,371
Marty D Hudson (Trustee) $70,387 $30,150 $20,081
Gail R Wilensky (Trustee) $70,000 $0 $19,673
Dale R Stover (Director, Finance) $56,301 $46,324 $11,415
Michael H Holland (Trustee, Co Chair) $44,273 $0 $10,418
Daniel Jack (Trustee (Thru 9/30/14)) $24,450 $16,300 $12,775
Joseph R Reschini (Trustee (Eff 10/1/2014)) $7,490 $0 $4,258
Michael O Mckown (Trustee, Co Chair) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$168,083,577
Expenses
$170,621,829
Net Income
-$2,538,252
Net Assets
$25,916,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $167,719,761
99.8%
Investment Income $226,954
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $37,568
0.0%
Net Inventory Sales $0
Other Revenue $99,294
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $636,317
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,471,068
Total Liabilities $39,554,708
Net Assets $25,916,360
Compensation
Key Employees and Officers Compensation Related Other
William P Hobgood (Trustee) $76,642 $0 $19,948
Carl E Van Horn (Trustee) $75,318 $0 $20,536
Daniel L Fassio (Trustee,Co Chair(thru 12/5/13)) $73,434 $31,475 $21,709
Marty D Hudson (Trustee) $70,185 $31,092 $20,093
Gail R Wilensky (Trustee) $70,000 $0 $19,732
Lorraine Lewis (Executive Director) $69,662 $82,931 $14,208
Dale R Stover (Director, Finance) $55,817 $45,925 $11,275
Michael H Holland (Trustee, Co Chair) $43,522 $0 $10,460
Daniel Jack (Trustee (Thru 9/30/14)) $0 $0 $0
Michael O Mckown (Trustee,Co Chair (Eff 12/5/13)) $0 $0 $0
Paul B Piccolini (Trustee (Thru 1/10/14)) $0 $0 $0
Kurt A Salvatori (Trustee (Thru 12/5/13)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,582,955
Expenses
$185,231,613
Net Income
-$4,648,658
Net Assets
$28,354,819
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $180,256,579
99.8%
Investment Income $210,081
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,697
0.0%
Net Inventory Sales $0
Other Revenue $93,598
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $680,080
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $109,805,050
Total Liabilities $81,450,231
Net Assets $28,354,819

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$215,350,863
Expenses
$220,167,194
Net Income
-$4,816,331
Net Assets
$30,070,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $215,207,593
99.9%
Investment Income $185,157
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$41,887
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $591,994
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,083,961
Total Liabilities $71,013,834
Net Assets $30,070,127

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,496,473
Expenses
$243,129,503
Net Income
-$5,633,030
Net Assets
$37,054,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $237,262,630
99.9%
Investment Income $218,181
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$41,069
Net Inventory Sales $0
Other Revenue $56,731
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $591,157
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,975,607
Total Liabilities $61,920,681
Net Assets $37,054,926

Document Links

Fiscal Year Ending Sept.
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

Fiscal Year Ending Sept.
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

Fiscal Year Ending Sept.
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

Fiscal Year Ending Sept.
2007

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

Fiscal Year Ending Sept.
2005

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

Fiscal Year Ending Sept.
2004

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

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.

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