UMWA BCOA TRAINING AND EDUCATION TRUST

EIN: 521599698

TRIANGLE, VA

Total Revenue
$501,487
Total Expenses
$1,054,962
Total Assets
$5,774,964
Net Assets
$5,749,626
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
VA
Principal Officer
JERRY D JONES
Phone
7034459630
Tax Period
2024-02-01 to 2025-01-31

UMWA BCOA TRAINING AND EDUCATION TRUST, founded in 1988, is a small nonprofit that reported $501K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 110% operating deficit.

Mission

THE FUND WAS FORMED EFFECTIVE FEBRUARY 1, 1988, UNDER AN AGREEMENT BETWEEN THE UNITED MINE WORKERS OF AMERICA (UMWA) AND THE BITUMINOUS COAL OPERATORS' ASSOCIATION, INC. (BCOA). THE FUND IS ORGANIZED UNDER SEC. 302(C)(6) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AS AMENDED BY THE LABOR MANAGEMENT COOPERATION ACT, TO PROVIDE FINANCIAL ASSISTANCE FOR TRAINING OR EDUCATION FOR UNEMPLOYED WORKERS IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY THE UMWA WHO HAVE PERFORMED CLASSIFIED WORK UNDER THE NATIONAL BITUMINOUS COAL WAGE AGREEMENT OF 1988 (NBCWA), OR ANY PREDECESSOR THERETO, AND THEIR FAMILY DEPENDENTS, AS SET FORTH IN ARTICLE II, PART E OF THE 1988 NBCWA. SINCE THE 1988 NBCWA AGREEMENT, THE NBCWA HAS BEEN RE-NEGOTITATED BY VARIOUS SUCCESSOR AGREEMENTS, WHICH HAVE EXTENDED THE TERMINATION DATE OF THE FUND. IN 2016, THE UMWA AND THE BCOA NEGOTIATED A SUCCESSOR AGREEMENT (2016 NBCWA) WHICH BECAME EFFECTIVE AUGUST 15, 2016. IN 2021, THE UMWA AND THE BCOA NEGOTIATED THE 2020 NBCWA, WHICH CONTAINS A TERMINATION DATE OF JULY 31, 2025.

Program Service Accomplishments

Program 1

THE FUND PROVIDED EDUCATION ASSISTANCE TO UNEMPLOYED WORKERS, AND FAMILY DEPENDENTS OF ACTIVE OR UNEMPLOYED WORKERS, IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY UMWA, TO ASSIST THE INDIVIDUALS IN...

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THE FUND PROVIDED EDUCATION ASSISTANCE TO UNEMPLOYED WORKERS, AND FAMILY DEPENDENTS OF ACTIVE OR UNEMPLOYED WORKERS, IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY UMWA, TO ASSIST THE INDIVIDUALS IN SECURING EMPLOYMENT OUTSIDE THE INDUSTRY.

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Trantor Score

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

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $501,487
Other Revenue $0
TOTAL REVENUE $501,487

Expense Breakdown

Grants Paid $0
Salaries & Benefits $50,000
Fundraising Expenses $0
Other Expenses $404,356
TOTAL EXPENSES $1,054,962

Year-over-Year Comparison

2024 2023 Change
Revenue $501,487 $326,001 +0.5%
Expenses $1,054,962 $517,338 +1.0%
Net Income $-553,475 $-191,337 +1.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
2
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
0
$0
Total Directors
2
$50,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JERRY D JONES CHAIRMAN/UNION TRUSTEE 5.0
Director
$25,000 $0 $25,000
THOMAS C MEANS EMPLOYER TRUSTEE 5.0
Director
$25,000 $0 $25,000
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
2025 $501,487 $1,054,962 $5,774,964 $-553,475
2024 $326,001 $517,338 $6,113,042 $-191,337
2023 $361,466 $543,133 $6,110,372 $-181,667
2022 $366,448 $361,650 $7,116,570 $4,798
2021 $435,793 $327,813 $6,845,898 $107,980
2020 $389,230 $432,816 $6,218,462 $-43,586
2019 $243,909 $393,233 $5,867,357 $-149,324
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