United Mine Workers of America 1993 Benefit Plan (EIN 521888497) - 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

1994

Legal Domicile

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

HIGH QUALITY DELIVERY OF CONTRACTUALLY 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 $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

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

$748,656

Total Directors

$319,169

Key Employees

Highest Compensated

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

United Mine Workers of America 1993 Benefit Plan