UMWA-DICKENSON-RUSSELL COAL COMPANY LLC TRAINING AND EDUCATION FUND (EIN 510490616) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

KENNETH R HOLBROOK

Phone

3015146871

Tax Period

2019-01-01 to 2019-12-31

UMWA-DICKENSON-RUSSELL COAL COMPANY LLC TRAINING AND EDUCATION FUND, founded in 2003, is a micro nonprofit that reported $5K in total revenue in fiscal year 2019. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $37K exceeded revenue, resulting in a 720% operating deficit.

Mission

THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE FOR TRAINING AND EDUCATION TO ACTIVE, RETIRED AND QUALIFIED LAID-OFF EMPLOYEES OF DICKENSON-RUSSELL COAL COMPANY, LLC, INCLUDING THEIR DEPENDENTS, WHO ARE COVERED BY A WAGE AGREEMENT WITH THE UNITED MINE WORKERS OF AMERICA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,515

Other Revenue $0

TOTAL REVENUE $4,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $37,016

TOTAL EXPENSES $37,016

Year-over-Year Comparison

	2019	2018	Change
Revenue	$4,515	$6,814	-0.3%
Expenses	$37,016	$35,748	+0.0%
Net Income	$-32,501	$-28,934	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$146,376

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH R HOLBROOK	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIE KESTNER	TRUSTEE	1.00	Director	$0	$0	$146,376

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$4,515	$37,016	$122,670	$-32,501
2018	$6,814	$35,748	$143,215	$-28,934

UMWA-DICKENSON-RUSSELL COAL COMPANY LLC TRAINING AND EDUCATION FUND