Umwa-Bcoa Rod Trust: FY2020 Nonprofit Profile & 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 · FY2020

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 FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$43K

Ln 12

Fees for servicesLn 2g$43K

Other incomeLn 4–11$116

Investment incomeLn 3$43

Money outPt IX

$104K

Ln 25

Owns and owesPt X

$51K

net assets · Ln 32

Cash and savingsLn 1–2$36K

Total assetsLn 16$51K

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$43K

Investment incomeLn 3$43

Other incomeLn 4–11$116

Total revenueLn 12$43K

Assets in detailPt X, end of year

CashLn 1$24K

SavingsLn 2$13K

Cash and savings togetherLn 1–2$36K

Total assetsLn 16$51K

LiabilitiesLn 26$0

Net assetsLn 32$51K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

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 FY20	End FY20
Cash and savingsLn 1–2	$107K	$36K
Total assetsLn 16	$113K	$51K
LiabilitiesLn 26	$648	$0
Net assetsLn 32	$112K	$51K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Accounting feesLn 11c	$10K
Office expensesLn 13	$599
InsuranceLn 23	$600
Other expenses (24a–d)Ln 24	$93K
Total functional expensesLn 25	$104K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2021 Latest	$1K	$53K	−$51K	$0	990 PDF
FY2020 Viewing	$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 FY2020 990 (6 parts)

Part I · Summary $43,110 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $52,016$42,951

I-10 Investment incomePrior year $111$43

I-11 Other revenuePrior year $0$116

I-12 Total revenuePrior year $52,127$43,110

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 $127,903$104,176

I-18 Total expensesPrior year $127,903$104,176

I-19 Revenue less expensesPrior year −$75,776−$61,066

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 $43,110 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $42,951$42,951

VIII-3 Investment incomeExcluded from tax $43$43

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $116$116

VIII-12 Total revenueRelated to mission $43,067 · Unrelated business $0 · Excluded from tax $43$43,110

Part IX · Statement of functional expenses $104,176 across 4 lines filed

IX-11c Accounting fees$10,000

IX-13 Office expenses$599

IX-23 Insurance$600

IX-24 Other expenses (24a–d)$92,977

IX-25 Total functional expenses$104,176

Part X · Balance sheet $51,295 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $13,837$23,508

X-2 Savings and temporary cash investmentsStart of year $92,668$12,711

X-4 Accounts receivableStart of year $6,504$15,076

X-16 Total assetsStart of year $113,009$51,295

X-25 Other liabilitiesStart of year $648$0

X-26 Total liabilitiesStart of year $648$0

X-27 Net assets without donor restrictionsStart of year $112,361$51,295

X-32 Total net assets or fund balancesStart of year $112,361$51,295

X-33 Total liabilities and net assetsStart of year $113,009$51,295

Part XI · Reconciliation of net assets $51,295 net assets at year end

XI-1 Total revenue$43,110

XI-2 Total expenses$104,176

XI-3 Revenue less expenses−$61,066

XI-4 Net assets at start of year$112,361

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$51,295

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Umwa-Bcoa Rod Trust FY2020 filing

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