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Nonprofiteer
← UNITED MINE WORKERS OF AMERICA- INTERNATIONAL

Form 990 for tax year 2023

Filed by UNITED MINE WORKERS OF AMERICA- INTERNATIONAL.

Totals

Total revenue
$15,032,950
Total expenses
$30,679,011
Contributions and grants received
$0
Grants paid
$238,607
Program service revenue
$11,811,618
Investment income
$2,934,897
Other revenue
$286,435
Total assets, end of year
$112,990,997
Total liabilities, end of year
$11,477,021
Net assets or fund balances, end of year
$101,513,976
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERS DUES

    total $11,811,618 · related or exempt $11,811,618

  • 3 · Investment income

    total $3,147,465 · excluded $3,147,465

  • 5 · Royalties

    total $130,755 · excluded $130,755

  • 6a · Gross rents

    real property $145,516

  • 6b · Less rental expenses

    real property $106,224

  • 6c · Rental income or loss

    real property $39,292

  • 6d · Net rental income or loss

    total $39,292 · excluded $39,292

  • 7a · Gross sales of assets other than inventory

    securities $29,625,593 · other assets $49,000

  • 7b · Less cost or other basis and sales expenses

    securities $29,871,793 · other assets $15,368

  • 7c · Gain or loss

    securities -$246,200 · other assets $33,632

  • 7d · Net gain or loss

    total -$212,568 · excluded -$212,568

  • 11a · Other revenue: OTHER

    total $116,388 · related or exempt $116,388

  • 11e · Other revenue, total

    $116,388

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $238,607

  • 5 · Compensation of officers, directors and key employees

    total $476,876

  • 7 · Other salaries and wages

    total $7,400,533

  • 8 · Pension plan contributions

    total $3,557,031

  • 9 · Other employee benefits

    total $4,509,908

  • 10 · Payroll taxes

    total $734,364

  • 11b · Fees: legal

    total $231,740

  • 11c · Fees: accounting

    total $113,000

  • 11f · Fees: investment management

    total $99,366

  • 11g · Fees: other

    total $762,683

  • 13 · Office expenses

    total $730,498

  • 16 · Occupancy

    total $809,478

  • 17 · Travel

    total $1,358,199

  • 19 · Conferences, conventions and meetings

    total $716,674

  • 20 · Interest

    total $876,486

  • 21 · Payments to affiliates

    total $483,598

  • 22 · Depreciation, depletion and amortization

    total $198,093

  • 23 · Insurance

    total $159,612

  • 24a · Other expenses: STRIKE BENEFITS

    total $4,737,452

  • 24b · Other expenses: PROTESTS AND RALLIES

    total $965,149

  • 24c · Other expenses: REIMBURSEMENTS TO MINER

    total $858,303

  • 24d · Other expenses: JOURNAL AND PUBLIC SUBS

    total $445,857

  • 24e · All other expenses

    total $215,504

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,493,961 · end of year $2,263,346

  • 2 · Savings and temporary cash investments

    beginning of year $2,007,119 · end of year $378,019

  • 10a · Land, buildings and equipment: cost or other basis

    $8,017,375

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,597,116

  • 10c · Land, buildings and equipment, net

    beginning of year $1,451,296 · end of year $1,420,259

  • 12 · Investments: other securities

    beginning of year $120,426,687 · end of year $108,685,649

  • 15 · Other assets

    beginning of year $52,430 · end of year $243,724

  • 23 · Secured mortgages and notes payable

    beginning of year $11,000,000 · end of year $11,000,000

  • 25 · Other liabilities

    beginning of year $304,461 · end of year $477,021

  • 27 · Net assets without donor restrictions

    beginning of year $117,127,032 · end of year $101,513,976

Mission and programs · 2023

Mission

TO ORGANIZE, EDUCATE, AND TRAIN ALL WORKERS FOR THE ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS.

  • TO ORGANIZE, EDUCATE AND TRAIN ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS.

As filed on the 2023 return.

Listed in Part VII

  • Cecil E Roberts

    INTERNATIONAL PRESIDENT

    Total calculated
    $260,593
    From this org
    $203,042
    From related orgs
    $0
    Other
    $57,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,042
    Bonus
    $0
    Other
    $0
    Deferred
    $22,991
    Nontaxable benefits
    $34,560
    Filer's total
    $260,593
  • Brian Sanson

    INTERNATIONAL SECRETARY TREASURER

    Total calculated
    $228,283
    From this org
    $173,745
    From related orgs
    $0
    Other
    $54,538
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,745
    Bonus
    $0
    Other
    $0
    Deferred
    $19,978
    Nontaxable benefits
    $34,560
    Filer's total
    $228,283
  • Charles Knisell

    INTERNATIONAL DISTRICT VP

    Total calculated
    $178,187
    From this org
    $129,286
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,286
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $178,187
  • Robert Butero

    INTERNATIONAL AUDITOR/TELLER

    Total calculated
    $174,761
    From this org
    $125,860
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,860
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $174,761
  • Richard Altman

    AT LARGE VICE PRESIDENT

    Total calculated
    $174,756
    From this org
    $125,855
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,855
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $174,756
  • Mike Dalpiaz

    INTERNATIONAL DISTRICT VP

    Total calculated
    $174,756
    From this org
    $125,855
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,855
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $174,756
  • Jody Dukart

    INTERNATIONAL AUDITOR/TELLER

    Total calculated
    $174,756
    From this org
    $125,855
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,855
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $174,756
  • Brian Lacy

    INTERNATIONAL DISTRICT VP

    Total calculated
    $174,756
    From this org
    $125,855
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,855
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $174,756
  • Larry Spencer

    INTERNATIONAL DISTRICT VP

    Total calculated
    $174,756
    From this org
    $125,855
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,855
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $174,756
  • Steve Earle

    INTERNATIONAL DISTRICT VP

    Total calculated
    $174,756
    From this org
    $125,855
    From related orgs
    $0
    Other
    $48,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,855
    Bonus
    $0
    Other
    $0
    Deferred
    $14,341
    Nontaxable benefits
    $34,560
    Filer's total
    $174,756
  • Michael Payton

    INTERNATIONAL DISTRICT VP

    Total calculated
    $165,855
    From this org
    $117,503
    From related orgs
    $0
    Other
    $48,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,503
    Bonus
    $0
    Other
    $0
    Deferred
    $13,792
    Nontaxable benefits
    $34,560
    Filer's total
    $165,855
  • James Gibbs

    AT LARGE VICE PRESIDENT

    Total calculated
    $108,022
    From this org
    $65,796
    From related orgs
    $0
    Other
    $42,226
    Hours/week
    40
  • Don Barnett

    AT LARGE VICE PRESIDENT

    Total calculated
    $61,385
    From this org
    $24,000
    From related orgs
    $0
    Other
    $37,385
    Hours/week
    40
  • Donnie Samms

    AT LARGE VICE PRESIDENT

    Total calculated
    $61,385
    From this org
    $24,000
    From related orgs
    $0
    Other
    $37,385
    Hours/week
    40
  • Tanya James

    INTERNATIONAL AUDITOR/TELLER

    Total calculated
    $58,032
    From this org
    $21,000
    From related orgs
    $0
    Other
    $37,032
    Hours/week
    40
  • Kevin Fagan

    GENERAL COUNSEL

    Total calculated
    $234,024
    From this org
    $178,459
    From related orgs
    $0
    Other
    $55,565
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,459
    Bonus
    $0
    Other
    $0
    Deferred
    $21,005
    Nontaxable benefits
    $34,560
    Filer's total
    $234,024
  • Cristy C Virtucio

    CONTROLLER/TREASURER CAREER CENTER

    Total calculated
    $195,901
    From this org
    $145,582
    From related orgs
    $0
    Other
    $50,319
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,582
    Bonus
    $0
    Other
    $0
    Deferred
    $15,759
    Nontaxable benefits
    $34,560
    Filer's total
    $195,901
  • Phillip Smith

    DIRECTOR - GOVERNMENT AFFAIRS

    Total calculated
    $190,898
    From this org
    $140,108
    From related orgs
    $0
    Other
    $50,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,108
    Bonus
    $0
    Other
    $0
    Deferred
    $16,230
    Nontaxable benefits
    $34,560
    Filer's total
    $190,898
  • Shanna Peeks

    DIRECTOR - HUMAN RIGHTS

    Total calculated
    $186,502
    From this org
    $136,418
    From related orgs
    $0
    Other
    $50,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,418
    Bonus
    $0
    Other
    $0
    Deferred
    $15,524
    Nontaxable benefits
    $34,560
    Filer's total
    $186,502
  • Melissa Hunt

    DIRECTOR - JOURNAL

    Total calculated
    $184,863
    From this org
    $135,119
    From related orgs
    $0
    Other
    $49,744
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,119
    Bonus
    $0
    Other
    $0
    Deferred
    $15,184
    Nontaxable benefits
    $34,560
    Filer's total
    $184,863

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, and on a Form 990-PF Part VIII's — 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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

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 1A
THE ORGANIZATION ALLOWS THE PRESIDENT AND THE SECRETARY-TREASURER TO TRAVEL FIRST CLASS WHEN NEEDED.
PART I, LINE 1B
IT HAS BEEN THE LONG STANDING PRACTICE OF THE INTERNATIONAL TO ALLOW THE PRESIDENT AND THE SECRETARY-TREASURER OF THE INTERNATIONAL TO TRAVEL FIRST CLASS WHEN NEEDED.

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

  • CONVENTION EVENT DONATION

  • WEST VIRGINIA COAL FESTIVAL INC

    $8,500

    COAL FESTIVAL DONATION

  • ALABAMA WORKER APPRECIATION FOUNDATION

    $8,000

    CONTRIBUTION FOR UMWA D20 LABOR RALLY

  • EDUCATION CONFERENCE SPONSORSHIP

  • BUU NYGREN NAVAJO NATION PRESIDENT ELECT

    $5,100

    NAVAJO NATION INAUGURATION

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.

  • UMWA LORIN E SCHOLARSHIP FUND

    501(C)(3) · SCHOLARSHIP FUND · VA

  • COAL MINERS POLITICAL ACTION COMMITTEE

    527 · POLITICAL ACTION COMMITTEE · VA

  • UMWA CAREER CENTER

    501(C)(3) · JOB TRAINING · PA

  • MINING TECHNOLOGY AND TRAINING CENTER

    501(C)(3) · JOB TRAINING · PA

  • COAL MINERS POWER PAC

    527 · POLITICAL ACTION COMMITTEE · VA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349317673

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