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United Mine Workers Of America 1993 Benefit Plan And Trust

Umwa 1993 Benefit Plan
  • Washington, DC
  • Tax-exempt since July 1996
  • EIN: 52-1888497

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
$452M (2022)

Expenses
$459M (2022)

Total Assets
$165M (2022)

Total Liabilities
$111M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
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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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
$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
+ View more people

Document Links

990
Filed on Nov. 16, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
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
+ View more people

Document Links

990
Filed on Nov. 15, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
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
+ View more people

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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
$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
+ 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
$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
+ 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
$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
+ 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
$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
+ View more people

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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
$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
+ 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
$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

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
$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

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
$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

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

Fiscal Year Ending Dec.
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

990

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

PDF

Fiscal Year Ending Dec.
2006

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.
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

990

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

PDF

Fiscal Year Ending Dec.
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

990

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

PDF

Fiscal Year Ending Dec.
2003

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