Form 990 for tax year 2022
Filed by UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND.
Totals
- Total revenue
- $52,556,292
- Total expenses
- $50,148,355
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Listed in Part VII
-
PAUL B PICCOLINI
TRUSTEE
- Total calculated
- $129,875
- From this org
- $50,000
- From related orgs
- $50,000
- Other
- $29,875
- Hours/week
- 11 + 12.25 related
-
MICHAEL O MCKOWN
TRUSTEE, CO-CHAIR
- Total calculated
- $120,000
- From this org
- $0
- From related orgs
- $120,000
- Other
- $0
- Hours/week
- 8 + 12.25 related
-
GAIL R WILENSKY
TRUSTEE
- Total calculated
- $99,237
- From this org
- $70,000
- From related orgs
- $0
- Other
- $29,237
- Hours/week
- 4
-
WILLIAM P HOBGOOD
TRUSTEE
- Total calculated
- $98,975
- From this org
- $70,000
- From related orgs
- $0
- Other
- $28,975
- Hours/week
- 4
-
CARL E VAN HORN
TRUSTEE
- Total calculated
- $98,975
- From this org
- $70,000
- From related orgs
- $0
- Other
- $28,975
- Hours/week
- 8
-
MICHEAL W BUCKNER
TRUSTEE, CO-CHAIR
- Total calculated
- $97,309
- From this org
- $21,423
- From related orgs
- $59,731
- Other
- $16,155
- Hours/week
- 8 + 12.25 related
-
LORRAINE LEWIS
EXECUTIVE DIRECTOR
- Total calculated
- $52,855
- From this org
- $47,140
- From related orgs
- $0
- Other
- $5,715
- Hours/week
- 9 + 8.92 related
Schedule J breakdown matched by us
- Base
- $45,537
- Bonus
- $1,200
- Other
- $403
- Deferred
- $2,490
- Nontaxable benefits
- $3,225
- Filer's total
- $52,855
-
SAMUEL RODRIGUEZ
DIR, FINANCE (THRU 03/03/2023)
- Total calculated
- $25,672
- From this org
- $21,997
- From related orgs
- $0
- Other
- $3,675
- Hours/week
- 13 + 7.96 related
Schedule J breakdown matched by us
- Base
- $21,296
- Bonus
- $701
- Other
- $0
- Deferred
- $1,229
- Nontaxable benefits
- $2,446
- Filer's total
- $25,672
-
DALE STOVER
DIR,FIN.(INTERIM THRU 6/25/23)
- Total calculated
- $0
- Hours/week
- 13 + 7.96 related
-
ANNA AMSELLE
DIR, FINANCE (EFF. 6/26/2023)
- Total calculated
- $0
- Hours/week
- 13 + 7.96 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 3 - ESTABLISHING THE COMPENSATION OF THE EXECUTIVE DIRECTOR:
- THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED BY AN UNRELATED ORGANIZATION WHO USES A COMPENSATION SURVEY/STUDY IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION.
- PART II, COLUMN C - DEFERRED COMPENSATION:
- $1,991 INCLUDED IN DEFERRED COMPENSATION REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. NONE OF THIS INCREASE REPRESENTS AN ACTUAL OUTLAY.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(9) · health plan · DC
-
501(c)(9) · health plan · DC
-
501(c)(9) · health plan · DC
-
UNITED MINE WORKERS OF AMERICA
501(c)(5) · LABOR ORG · VA
-
BITUMINOUS COAL OPERATORS ASSOCIATION
501(c)(6) · TRADE ASSOC · DC
-
BOARD OF TRUSTEES UMWA COMBINED BENEFIT
MANAGEMENT · DC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402279349304060
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.