Umwa-Bcoa Rod Trust: Nonprofit Profile, Financials & Form 990 (EIN 52-1945879)

Revenue by fiscal year
FY2020	$43K
FY2021	$1K

Expenses by fiscal year
FY2020	$104K
FY2021	$53K

Net assets by fiscal year
FY2020	$51K
FY2021	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation

Jerry D Jones

Trustee

$0Pt VII · Sec A

Michael O McKown

Trustee

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps people with disabilities access education and employment opportunities.

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Provided by the organization

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1 program · in their own filed words · FY2021

01

Payment of costs incurred in resolving disputes arising under the employer plans maintained under the 2002,2007 and 2011 national bituminous coal wage agreement.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1K

Ln 12

Fees for servicesLn 2g$850

Other incomeLn 4–11$561

Money outPt IX

$53K

Ln 25

Owns and owesPt X

$0

net assets · Ln 32

Total assetsLn 16$0

LiabilitiesLn 26$0

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$850

Other incomeLn 4–11$561

Total revenueLn 12$1K

Assets in detailPt X, end of year

CashLn 1$0

SavingsLn 2$0

InvestmentsLn 11–13$0

Land, buildings, equipmentLn 10c$0

Other assetsLn 15$0

Total assetsLn 16$0

LiabilitiesLn 26$0

Net assetsLn 32$0

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderSeptember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$36K	$0
InvestmentsLn 11–13		$0
Land, buildings, equipmentLn 10c		$0
Total assetsLn 16	$51K	$0
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$51K	$0

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Accounting feesLn 11c	$6K
Office expensesLn 13	$362
Other expenses (24a–d)Ln 24	$47K
Total functional expensesLn 25	$53K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2021 Latest Viewing	$1K	$53K	−$51K	$0	990 PDF
FY2020	$43K	$104K	−$61K	$51K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $1,411 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $42,951$850

I-10 Investment incomePrior year $43$0

I-11 Other revenuePrior year $116$561

I-12 Total revenuePrior year $43,110$1,411

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $104,176$52,706

I-18 Total expensesPrior year $104,176$52,706

I-19 Revenue less expensesPrior year −$61,066−$51,295

Part VI · Governance 2 of 2 board members independent, 4 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members2

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $1,411 across 3 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $850$850

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $561$561

VIII-12 Total revenueRelated to mission $1,411 · Unrelated business $0 · Excluded from tax $0$1,411

Part IX · Statement of functional expenses $52,706 across 3 lines filed

IX-11c Accounting fees$5,548

IX-13 Office expenses$362

IX-24 Other expenses (24a–d)$46,796

IX-25 Total functional expenses$52,706

Part X · Balance sheet $0 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $23,508$0

X-2 Savings and temporary cash investmentsStart of year $12,711$0

X-3 Pledges and grants receivable$0

X-4 Accounts receivableStart of year $15,076$0

X-8 Inventories for sale or use$0

X-9 Prepaid expenses and deferred charges$0

X-10c Land, buildings and equipment, net$0

X-11 Publicly traded securities$0

X-12 Other securities$0

X-13 Program-related investments$0

X-14 Intangible assets$0

X-15 Other assets$0

X-16 Total assetsStart of year $51,295$0

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $51,295$0

X-32 Total net assets or fund balancesStart of year $51,295$0

X-33 Total liabilities and net assetsStart of year $51,295$0

Part XI · Reconciliation of net assets $0 net assets at year end

XI-1 Total revenue$1,411

XI-2 Total expenses$52,706

XI-3 Revenue less expenses−$51,295

XI-4 Net assets at start of year$51,295

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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