UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND (EIN 521805433) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

MICHEAL W BUCKNER

Phone

2025212200

Tax Period

2023-10-01 to 2024-09-30

UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND, founded in 1993, is a mid-sized nonprofit that reported $52.0M in total revenue in fiscal year 2023. Expenses of $46.9M left a modest 10% surplus.

Mission

HIGH QUALITY DELIVERY OF CONTRACTUALLY AND STATUTORILY MANDATED BENEFITS TO ELIGIBLE BENEFICIARIES IN THE MOST EFFICIENT AND EFFECTIVE MANNER POSSIBLE.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $47,418,461

Investment Income $4,544,619

Other Revenue $0

TOTAL REVENUE $51,963,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $409,142

Fundraising Expenses $0

Other Expenses $5,936,866

TOTAL EXPENSES $46,881,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,963,080	$52,556,292	0.0%
Expenses	$46,881,746	$50,148,355	-0.1%
Net Income	$5,081,334	$2,407,937	+1.1%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

N/A

Employees

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

$64,942

Total Directors

$519,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL B PICCOLINI	TRUSTEE	11.0	Director	$50,000	$12,024	$112,024
MICHEAL W BUCKNER	TRUSTEE, CO-CHAIR	8.0	Director	$20,000	$4,372	$88,372
CARL E VAN HORN	TRUSTEE	8.0	Director	$70,000	$11,694	$81,694
GAIL R WILENSKY	TRUSTEE	4.0	Director	$70,000	$11,380	$81,380
WILLIAM P HOBGOOD	TRUSTEE	4.0	Director	$70,000	$11,124	$81,124
MICHAEL O MCKOWN	TRUSTEE, CO-CHAIR	11.0	Director	$0	$0	$75,000
LORRAINE LEWIS	EXECUTIVE DIRECTOR	9.0	Officer	$48,608	$2,855	$51,463
ANNA AMSELLE	DIRECTOR OF FINANCE	13.0	Officer	$12,644	$835	$13,479

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
2024	$51,963,080	$46,881,746	$79,641,673	$5,081,334
2023	$52,556,292	$50,148,355	$96,747,624	$2,407,937
2022	$51,957,970	$54,167,056	$99,192,072	$-2,209,086
2021	$64,763,632	$66,553,612	$97,120,269	$-1,789,980
2020	$81,200,609	$79,688,645	$88,846,911	$1,511,964
2019	$93,276,151	$92,667,773	$75,617,169	$608,378
2018	$106,137,814	$106,718,477	$75,949,179	$-580,663

UNITED MINE WORKERS OF AMERICA COMBINED BENEFIT FUND