United Mine Workers Of America 1993 Benefit Plan And Trust

Umwa 1993 Benefit Plan

Washington, DC
Tax-exempt since July 1996
EIN: 52-1888497

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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

$516M (2023)

Expenses

$499M (2023)

Total Assets

$164M (2023)

Total Liabilities

$89.6M (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 Dec.
2023

Revenue

$516,217,192

Expenses

$498,541,277

Net Income

$17,675,915

Net Assets

$73,891,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$502,336,631	97.3%
Investment Income	$12,297,269	2.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,583,292	0.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,995	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$163,506,148
Total Liabilities	$89,615,147
Net Assets	$73,891,001

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Piccolini (Trustee)	$30,000	$70,000	$12,024
Michael W Buckner (Trustee)	$20,000	$104,000	$8,145
Lorraine Lewis (Executive Director)	$0	$405,073	$23,784
Anna Amselle (Dir, Finance (Eff 06/26/2023))	$0	$138,939	$9,182
Dale Stover (Dir Fin Intrm(3/4/23 6/5/23))	$0	$121,154	$2,299
Michael O Mckown (Trustee)	$0	$75,000	$0
Samuel Rodriguez (Dir Of Finance (Thru 3/3/2023))	$0	$43,676	$4,549

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990

Filed on Nov. 14, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$452,028,511

Expenses

$459,290,053

Net Income

-$7,261,542

Net Assets

$54,201,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$451,943,971	100.0%
Investment Income	$3,399,086	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$3,314,546
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$67,628	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$165,368,702
Total Liabilities	$111,166,754
Net Assets	$54,201,948

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Piccolini (Trustee)	$30,000	$70,000	$29,875
Michael W Buckner (Trustee)	$21,423	$102,577	$31,879
Michael H Holland (Trustee, Chair (Thru 4/2022))	$1,442	$25,961	$27,740
Lorraine Lewis (Executive Director)	$0	$392,836	$47,617
Samuel Rodriguez (Director Of Finance)	$0	$241,722	$40,378
Michael O Mckown (Trustee)	$0	$120,000	$0

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990

Filed on Nov. 16, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$428,882,094

Expenses

$448,422,245

Net Income

-$19,540,151

Net Assets

$54,212,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$428,181,095	99.8%
Investment Income	$857,507	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$156,508
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$69,456	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$163,276,132
Total Liabilities	$109,063,375
Net Assets	$54,212,757

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Piccolini (Trustee)	$27,692	$64,165	$21,277
Michael W Buckner (Trustee)	$25,000	$99,000	$28,458
Michael H Holland (Trustee, Chair)	$5,000	$90,000	$24,467
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
Joseph R Reschini (Trustee (Thru 1/31/2021))	$0	$0	$1,788

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990

Filed on Nov. 16, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$463,950,746

Expenses

$439,262,074

Net Income

$24,688,672

Net Assets

$68,675,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$462,017,387	99.6%
Investment Income	$1,996,466	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$63,107
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$38,920	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$140,430,145
Total Liabilities	$71,754,888
Net Assets	$68,675,257

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael W Buckner (Trustee)	$25,961	$77,884	$51,316
Michael H Holland (Trustee, Chair)	$5,192	$93,461	$35,183
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
Joseph R Reschini (Trustee)	$0	$51,923	$5,256

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990

Filed on Nov. 15, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$460,273,628

Expenses

$451,076,803

Net Income

$9,196,825

Net Assets

$49,132,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$455,064,861	98.9%
Investment Income	$4,694,482	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$514,285	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$41,573	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$126,526,549
Total Liabilities	$77,393,999
Net Assets	$49,132,550

Compensation

Key Employees and Officers	Compensation	Related	Other
Marty Hudson (Trustee (Thru 08/2019))	$20,192	$63,269	$23,488
Micheal W Buckner (Trustee (Eff 09/2019))	$6,731	$114,921	$23,583
Michael H Holland (Trustee, Chair)	$5,000	$98,130	$23,871
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
Joseph R Reschini (Trustee)	$0	$51,053	$0

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990

Filed on Nov. 13, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$444,200,515

Expenses

$439,788,231

Net Income

$4,412,284

Net Assets

$40,392,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$440,664,007	99.2%
Investment Income	$3,839,816	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$319,388
Net Inventory Sales	$0
Other Revenue	$16,080	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$45,695	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$144,486,868
Total Liabilities	$104,094,017
Net Assets	$40,392,851

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorraine Lewis (Executive Director)	$91,075	$0	$9,058
Marty Hudson (Trustee)	$30,806	$70,621	$24,089
Dale R Stover (Director Of Finance)	$27,879	$0	$3,431
Michael H Holland (Trustee, Chair)	$7,375	$41,799	$12,236
Michael O Mckown (Trustee)	$0	$383,712	$38,722
Joseph R Reschini (Trustee)	$0	$51,755	$0

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990

Filed on Sept. 30, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$382,002,588

Expenses

$413,505,450

Net Income

-$31,502,862

Net Assets

$32,470,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$380,602,250	99.6%
Investment Income	$957,554	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$568	0.0%
Net Inventory Sales	$0
Other Revenue	$442,216	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$48,139	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$100,126,477
Total Liabilities	$67,655,509
Net Assets	$32,470,968

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorraine Lewis (Executive Director)	$50,965	$0	$4,859
Marty Hudson (Trustee)	$30,416	$71,066	$22,942
Dale R Stover (Director Of Finance)	$18,349	$0	$2,268
Michael H Holland (Trustee, Chair)	$10,614	$42,454	$11,837
Michael O Mckown (Trustee)	$0	$365,287	$73,390
Joseph R Reschini (Trustee)	$0	$50,000	$0

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990

Filed on Nov. 15, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$116,133,871

Expenses

$122,242,847

Net Income

-$6,108,976

Net Assets

$13,576,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,500,000	9.0%
Program Services	$105,419,937	90.8%
Investment Income	$155,437	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$3,646
Net Inventory Sales	$0
Other Revenue	$62,143	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$45,507	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$43,366,014
Total Liabilities	$29,789,711
Net Assets	$13,576,303

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorraine Lewis (Executive Director)	$48,308	$0	$4,693
Marty Hudson (Trustee)	$30,000	$72,048	$23,320
Dale R Stover (Director Of Finance)	$19,123	$0	$2,090
Michael H Holland (Trustee, Chair)	$7,308	$42,308	$12,032
Michael O Mckown (Trustee)	$0	$338,558	$56,095
Joseph R Reschini (Trustee)	$0	$51,770	$0

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990

Filed on Nov. 8, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$110,355,661

Expenses

$104,128,610

Net Income

$6,227,051

Net Assets

$21,980,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$18,000,000	16.3%
Program Services	$92,303,583	83.6%
Investment Income	$27,823	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$433	0.0%
Net Inventory Sales	$0
Other Revenue	$23,822	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$120,497	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$36,963,111
Total Liabilities	$14,982,226
Net Assets	$21,980,885

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorraine Lewis (Executive Director)	$45,917	$116,559	$15,278
Marty Hudson (Trustee)	$30,210	$92,323	$21,711
Dale R Stover (Director Of Finance)	$22,996	$81,574	$11,603
Michael H Holland (Trustee, Chair)	$8,797	$42,313	$11,227
Michael O Mckown (Trustee)	$0	$313,380	$19,150
Joseph R Reschini (Trustee)	$0	$50,677	$0

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990

Filed on Oct. 30, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$97,885,304

Expenses

$104,293,870

Net Income

-$6,408,566

Net Assets

$14,131,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$97,736,133	99.8%
Investment Income	$19,733	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$319	0.0%
Net Inventory Sales	$0
Other Revenue	$129,119	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$118,830	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,592,602
Total Liabilities	$6,460,628
Net Assets	$14,131,974

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorraine Lewis (Executive Director)	$45,237	$114,832	$14,371
Marty Hudson (Trustee)	$30,150	$70,387	$20,081
Dale R Stover (Director Of Finance)	$22,568	$80,057	$11,414
Michael H Holland (Trustee, Chair)	$9,285	$44,273	$10,419
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

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990

Filed on Aug. 12, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$93,782,803

Expenses

$95,126,120

Net Income

-$1,343,317

Net Assets

$20,567,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$93,473,015	99.7%
Investment Income	$66,757	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$477	0.0%
Net Inventory Sales	$0
Other Revenue	$242,554	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$129,040	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$36,609,121
Total Liabilities	$16,042,058
Net Assets	$20,567,063

Compensation

Key Employees and Officers	Compensation	Related	Other
Lorraine Lewis (Executive Director)	$43,124	$109,469	$14,208
Marty Hudson (Trustee)	$31,092	$70,185	$20,093
Dale R Stover (Director Of Finance)	$22,374	$79,368	$11,274
Daniel L Fassio (Trustee (Former))	$10,489	$94,421	$21,708
Michael H Holland (Trustee, Chair)	$8,520	$43,522	$10,460
Michael O Mckown (Trustee)	$0	$0	$0
Paul B Piccolini (Trustee)	$0	$0	$0
Kurt Salvatori (Trustee (Former))	$0	$0	$0

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990

Filed on Aug. 8, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$101,658,424

Expenses

$91,421,747

Net Income

$10,236,677

Net Assets

$20,922,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$101,578,709	99.9%
Investment Income	$71,478	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,116	0.0%
Net Inventory Sales	$0
Other Revenue	$7,121	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$143,239	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$43,440,918
Total Liabilities	$22,517,956
Net Assets	$20,922,962

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$85,341,586

Expenses

$86,493,976

Net Income

-$1,152,390

Net Assets

$11,379,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$85,272,601	99.9%
Investment Income	$54,663	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$14,322	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$110,693	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$19,017,005
Total Liabilities	$7,637,293
Net Assets	$11,379,712

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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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.
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Updated December 20, 2024

United Mine Workers Of America 1993 Benefit Plan And Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $516M (2023)

Expenses $499M (2023)

Total Assets $164M (2023)

Total Liabilities $89.6M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$516M (2023)

Expenses

$499M (2023)

Total Assets

$164M (2023)

Total Liabilities

$89.6M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003