United Mine Workers of America 1992 Benefit Plan (EIN 521805437) - 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

2023-01-01 to 2023-12-31

United Mine Workers of America 1992 Benefit Plan, founded in 1993, is a mid-sized nonprofit that reported $91.1M in total revenue in fiscal year 2023. Expenses of $88.2M left a modest 3% 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 $88,181,520

Investment Income $2,869,078

Other Revenue $0

TOTAL REVENUE $91,050,598

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,540

Fundraising Expenses $0

Other Expenses $9,578,747

TOTAL EXPENSES $88,214,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,050,598	$85,681,088	+0.1%
Expenses	$88,214,837	$87,934,397	+0.0%
Net Income	$2,835,761	$-2,253,309	-2.3%

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

$107,720

Total Directors

$335,544

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL PICCOLINI	TRUSTEE	5.0	Director	$20,000	$12,024	$112,024
MICHEAL W BUCKNER	TRUSTEE	6.0	Director	$20,000	$3,996	$87,996
LORRAINE LEWIS	EXECUTIVE DIRECTOR	3.33	Officer	$72,913	$4,282	$77,195
MICHAEL O MCKOWN	TRUSTEE	2.0	Director	$0	$0	$75,000
CARLO TARLEY	TRUSTEE	9.0	Director	$50,000	$10,524	$60,524
ANNA AMSELLE	DIR, FINANCE (EFF 06/26/2023)	3.75	Officer	$13,894	$919	$14,813
DALE STOVER	DIR FIN INTRM(3/4/23 - 6/5/23)	3.75	Officer	$10,686	$203	$10,889
SAMUEL RODRIGUEZ	DIR OF FINANCE (THRU 3/3/2023)	3.75	Officer	$4,368	$455	$4,823

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	No data	No data	No data	No data
2023	$91,050,598	$88,214,837	$53,787,304	$2,835,761
2022	$85,681,088	$87,934,397	$73,086,161	$-2,253,309
2021	$93,482,650	$97,865,685	$91,435,529	$-4,383,035
2020	$100,342,107	$94,337,509	$84,637,319	$6,004,598
2019	$87,402,756	$85,623,408	$61,536,045	$1,779,348
2018	$84,488,963	$83,844,241	$64,021,452	$644,722

United Mine Workers of America 1992 Benefit Plan