United Mine Workers of America 1993 Benefit Plan

EIN: 521888497

WASHINGTON, DC

Total Revenue
$516,217,192
Total Expenses
$498,541,277
Total Assets
$163,506,148
Net Assets
$73,891,001
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
DC
Principal Officer
MICHEAL W BUCKNER
Phone
2025212200
Tax Period
2023-01-01 to 2023-12-31

United Mine Workers of America 1993 Benefit Plan, founded in 1994, is a major nonprofit that reported $516.2M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $498.5M left a modest 3% surplus.

Mission

ORGANIZATION MISSION: HIGH QUALITY DELIVERY OF CONTRACTUALLY MANDATED BENEFITS TO ELIGIBLE BENEFICIARIES IN THE MOST EFFICIENT AND EFFECTIVE MANNER POSSIBLE ESTABLISHED BY THE NATIONAL BITUMINOUS COAL WAGE AGREEMENT OF 1993 FOR RETIREES COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT WITH SIGNATORY EMPLOYERS.

Program Service Accomplishments

Program 1

SERVES AS A TRUST FOR A MULTIEMPLOYER WELFARE PLAN THAT PROVIDES MEDICAL, VISION AND DENTAL BENEFITS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $502,336,631
Investment Income $13,880,561
Other Revenue $0
TOTAL REVENUE $516,217,192

Expense Breakdown

Grants Paid $0
Salaries & Benefits $59,424
Fundraising Expenses $0
Other Expenses $38,809,023
TOTAL EXPENSES $498,541,277

Year-over-Year Comparison

2023 2022 Change
Revenue $516,217,192 $452,028,511 +0.1%
Expenses $498,541,277 $459,290,053 +0.1%
Net Income $17,675,915 $-7,261,542 -3.4%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
3
Independent Members
N/A
Employees
2
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
4
$748,656
Total Directors
3
$319,169
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORRAINE LEWIS EXECUTIVE DIRECTOR 5.5
Officer
$0 $23,784 $428,857
ANNA AMSELLE DIR, FINANCE (EFF 06/26/2023) 3.05
Officer
$0 $9,182 $148,121
MICHAEL W BUCKNER TRUSTEE 6.0
Director
$20,000 $8,145 $132,145
DALE STOVER DIR FIN INTRM(3/4/23 - 6/5/23) 3.05
Officer
$0 $2,299 $123,453
PAUL PICCOLINI TRUSTEE 7.0
Director
$30,000 $12,024 $112,024
MICHAEL O MCKOWN TRUSTEE 10.0
Director
$0 $0 $75,000
SAMUEL RODRIGUEZ DIR OF FINANCE (THRU 3/3/2023) 4.14
Officer
$0 $4,549 $48,225
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 $516,217,192 $498,541,277 $163,506,148 $17,675,915
2022 $452,028,511 $459,290,053 $165,368,702 $-7,261,542
2021 $428,882,094 $448,422,245 $163,276,132 $-19,540,151
2020 $463,950,746 $439,262,074 $140,430,145 $24,688,672
2019 $460,273,628 $451,076,803 $126,526,549 $9,196,825
2018 $444,200,515 $439,788,231 $144,486,868 $4,412,284
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