2024-11-15T14:28:06-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 530159200 UNITED MINE WORKERS OF AMERICA UNIT 7032912412 18354 QUANTICO GATEWAY DRIVE 200 TRIANGLE VA 22172 BRIAN SANSON SECRETARY-TREASURER 7032912412 2024-11-15 1 1 SCOTT E HALLBERG CPA P01081188 2023319880 2023 2024-10-15 13:58:12Z CECIL E ROBERTS 18354 QUANTICO GATEWAY DRIVE 200 TRIANGLE VA 22172 45026335 0 X WWW.UMWA.ORG X 1890 VA TO ORGANIZE, EDUCATE, AND TRAIN ALL WORKERS FOR THE ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 15 0 195 0 0 0 0 0 10953619 11811618 -348208 2934897 2888293 286435 13493704 15032950 391110 238607 0 0 15926259 16678712 0 0 0 29059542 13761692 45376911 30679011 -31883207 -15646061 128431493 112990997 11304461 11477021 117127032 101513976 TO ORGANIZE, EDUCATE, AND TRAIN ALL WORKERS FOR THE ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 TO ORGANIZE, EDUCATE AND TRAIN ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 536 0 1 195 1 0 1 CA 0 0 1 1 0 0 0 X 15 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 0 1 1 0 0 0 X BRIAN SANSON 7032912400 18354 QUANTICO GATEWAY DRIVE SUITE TRIANGLE VA 22172 CECIL E ROBERTS INTERNATIONAL PRESIDENT 40.00 X X 203042 0 57551 BRIAN SANSON INTERNATIONAL SECRETARY TREASURER 40.00 X X 173745 0 54538 CHARLES KNISELL INTERNATIONAL DISTRICT VP 40.00 X 129286 0 48901 ROBERT BUTERO INTERNATIONAL AUDITOR/TELLER 40.00 X 125860 0 48901 RICHARD ALTMAN AT LARGE VICE PRESIDENT 40.00 X 125855 0 48901 MIKE DALPIAZ INTERNATIONAL DISTRICT VP 40.00 X 125855 0 48901 JODY DUKART INTERNATIONAL AUDITOR/TELLER 40.00 X 125855 0 48901 BRIAN LACY INTERNATIONAL DISTRICT VP 40.00 X 125855 0 48901 LARRY SPENCER INTERNATIONAL DISTRICT VP 40.00 X 125855 0 48901 STEVE EARLE INTERNATIONAL DISTRICT VP 40.00 X 125855 0 48901 MICHAEL PAYTON INTERNATIONAL DISTRICT VP 40.00 X 117503 0 48352 JAMES GIBBS AT LARGE VICE PRESIDENT 40.00 X 65796 0 42226 DON BARNETT AT LARGE VICE PRESIDENT 40.00 X 24000 0 37385 DONNIE SAMMS AT LARGE VICE PRESIDENT 40.00 X 24000 0 37385 TANYA JAMES INTERNATIONAL AUDITOR/TELLER 40.00 X 21000 0 37032 KEVIN FAGAN GENERAL COUNSEL 40.00 X 178459 0 55565 CRISTY C VIRTUCIO CONTROLLER/TREASURER CAREER CENTER 40.00 X 145582 0 50319 PHILLIP SMITH DIRECTOR - GOVERNMENT AFFAIRS 40.00 X 140108 0 50790 SHANNA PEEKS DIRECTOR - HUMAN RIGHTS 40.00 X 136418 0 50084 MELISSA HUNT DIRECTOR - JOURNAL 40.00 X 135119 0 49744 2375048 0 962179 29 0 1 0 CONVENTION SERVICES UNLIMITED 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 EVENT MANAGEMENT 579856 TRIANGLE LAND COMPANY 6933 COLCHESTER PARK DR MANASSAS VA 20112 RENT 527518 QUINN CONNOR WEAVER DAVIES & ROUCO LLP TWO NORTH TWENTIETH ST N SUITE 930 BIRMINGHAM AL 35203 LEGAL SERVICES 125123 3 MEMBERS DUES 900099 11811618 11811618 11811618 3147465 3147465 130755 130755 145516 106224 39292 39292 39292 29625593 49000 29871793 15368 -246200 33632 -212568 -212568 OTHER 900099 116388 116388 116388 15032950 11928006 0 3104944 238607 476876 7400533 3557031 4509908 734364 231740 113000 99366 762683 730498 809478 1358199 716674 876486 483598 198093 159612 STRIKE BENEFITS 4737452 PROTESTS AND RALLIES 965149 REIMBURSEMENTS TO MINER 858303 JOURNAL AND PUBLIC SUBS 445857 215504 30679011 4493961 2263346 2007119 378019 8017375 6597116 1451296 1420259 120426687 108685649 52430 243724 128431493 112990997 11000000 11000000 304461 477021 11304461 11477021 X 117127032 101513976 117127032 101513976 128431493 112990997 X -15646061 33005 X X 0 1 X 1 0 COAL MINERS POLITICAL ACTION COMMITTEE 18354 QUANTICO GATEWAY DRIVE NO 20 TRIANGLE VA 22172 912066637 50160 1 0 0 PART I-A, LINE 1: THE ORGANIZATION ENGAGED IN THE FOLLOWING POLITICAL CAMPAIGN ACTIVITIES WITH REGARD TO MEMBERS ONLY: SET UP PHONE BANKS, DISTRIBUTED LEAFLETS AND SENT OUT DIRECT MAIL PUBLISHED ARTICLES IN THE ORGANIZATION'S JOURNAL OF A POLITICAL NATURE INDLUDING THE FOLLOWING: LISTED ENDORSED CANDIDATES, REPORTED ON THE STATUS OF DEMOCRAT AND REPUBLICAN NOMINATIONS, RAN STORIES ON POSITIONS AND ISSUES TAKEN BY CANDIDATES. 511342 511342 1751770 1509238 242532 2446423 1985320 461103 3231543 3026261 205282 76297 76297 0 1420259 CORPORATE STOCK 4528862 C FOREIGN OBLIGATIONS 250000 C MUTUAL FUNDS 97247576 C ASB REAL ESTATE FUND 6659211 C 108685649 FUNDS HELD FOR OTHERS 6430 PAYROLL TAXES WITHHELD AND OTHER PAYABLES 470591 477021 X PART X, LINE 2: THE INTERNATIONAL UNION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INTERNATIONAL UNION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO ADDITIONAL MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PARTS XI AND XII, LINES 2D FORM 990, SCHEDULE D, PARTS XI AND XII, LINES 2D THE FINANCIAL STATEMENTS ARE CONSOLIDATED. HOWEVER, SEPARATE 990'S AND OTHER FEDERAL FILING ARE FILED FOR EACH ENTITY. THEREFORE, THE ACTIVITY NEEDS TO BE BACKED OUT. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 2 ORGANIZING AND FURTHERING THE WELFARE OF MEMBERS. 21853 1 2 0 0 1 2 21853 0 21853 0 0 0 0 0 0 1 A PHILIP RANDOLPH INSTITUTE 815 BLACK LIVES MATTERS PLAZA NW WASHINGTON DC 20006 136180232 501(C)(3) 6600 0 EDUCATION CONFERENCE SPONSORSHIP COALITION OF BLACK TRADE UNIONIST PO BOX 66268 WASHINGTON DC 20035 522274037 501(C)(3) 14850 0 CONVENTION EVENT DONATION ALABAMA WORKER APPRECIATION FOUNDATION 21922 HIGHWAY 216 MCCALLA AL 35111 455210764 8000 0 CONTRIBUTION FOR UMWA D20 LABOR RALLY BUU NYGREN NAVAJO NATION PRESIDENT ELECT HC 61 BOX 38-603 TEEC NOS POS AZ 86514 921591382 5100 0 NAVAJO NATION INAUGURATION WEST VIRGINIA COAL FESTIVAL INC PO BOX 859 MADISON WV 25130 550732732 8500 0 COAL FESTIVAL DONATION 6 6 X 1 1 0 0 0 CECIL E ROBERTS INTERNATIONAL PRESIDENT 203042 0 0 0 0 0 22991 0 34560 0 260593 0 0 0 KEVIN FAGAN GENERAL COUNSEL 178459 0 0 0 0 0 21005 0 34560 0 234024 0 0 0 BRIAN SANSON INTERNATIONAL SECRETARY TREASURER 173745 0 0 0 0 0 19978 0 34560 0 228283 0 0 0 CRISTY C VIRTUCIO CONTROLLER/TREASURER CAREER CENTER 145582 0 0 0 0 0 15759 0 34560 0 195901 0 0 0 PHILLIP SMITH DIRECTOR - GOVERNMENT AFFAIRS 140108 0 0 0 0 0 16230 0 34560 0 190898 0 0 0 SHANNA PEEKS DIRECTOR - HUMAN RIGHTS 136418 0 0 0 0 0 15524 0 34560 0 186502 0 0 0 MELISSA HUNT DIRECTOR - JOURNAL 135119 0 0 0 0 0 15184 0 34560 0 184863 0 0 0 CHARLES KNISELL INTERNATIONAL DISTRICT VP 129286 0 0 0 0 0 14341 0 34560 0 178187 0 0 0 ROBERT BUTERO INTERNATIONAL AUDITOR/TELLER 125860 0 0 0 0 0 14341 0 34560 0 174761 0 0 0 RICHARD ALTMAN AT LARGE VICE PRESIDENT 125855 0 0 0 0 0 14341 0 34560 0 174756 0 0 0 MIKE DALPIAZ INTERNATIONAL DISTRICT VP 125855 0 0 0 0 0 14341 0 34560 0 174756 0 0 0 JODY DUKART INTERNATIONAL AUDITOR/TELLER 125855 0 0 0 0 0 14341 0 34560 0 174756 0 0 0 BRIAN LACY INTERNATIONAL DISTRICT VP 125855 0 0 0 0 0 14341 0 34560 0 174756 0 0 0 LARRY SPENCER INTERNATIONAL DISTRICT VP 125855 0 0 0 0 0 14341 0 34560 0 174756 0 0 0 STEVE EARLE INTERNATIONAL DISTRICT VP 125855 0 0 0 0 0 14341 0 34560 0 174756 0 0 0 MICHAEL PAYTON INTERNATIONAL DISTRICT VP 117503 0 0 0 0 0 13792 0 34560 0 165855 0 0 0 PART I, LINE 1A THE ORGANIZATION ALLOWS THE PRESIDENT AND THE SECRETARY-TREASURER TO TRAVEL FIRST CLASS WHEN NEEDED. PART I, LINE 1B IT HAS BEEN THE LONG STANDING PRACTICE OF THE INTERNATIONAL TO ALLOW THE PRESIDENT AND THE SECRETARY-TREASURER OF THE INTERNATIONAL TO TRAVEL FIRST CLASS WHEN NEEDED. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS IN GOOD STANDING HAVE EQUAL RIGHTS IN THE UNION. EVERY MEMBER HAS THE RIGHT TO NOMINATE CANDIDATES, VOTE IN ALL ELECTIONS AND REFERENDUMS, TO ATTEND MEMBERSHIP MEETINGS OF THEIR LOCAL UNION AND TO PARTICIPATE IN THE DISCUSSION, DELIBERATION, AND VOTING UP ON THE BUSINESS OF SUCH MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT, SECRETARY-TREASURER, AND AT LARGE INTERNATIONAL VICE PRESIDENTS ARE ELECTED BY A PLURALITY OF THE POPULAR VOTE OF ALL MEMBERS IN GOOD STANDING IN THE INTERNATIONAL UNION. INTERNATIONAL DISTRICT VICE PRESIDENTS AND AUDITOR/TELLERS ARE ELECTED BY A PLURALITY OF THE POPULAR VOTE OF ALL MEMBERS IN GOOD STANDING IN THE RESPECTIVE JURISDICTIONS THEY REPRESENT. FORM 990, PART VI, SECTION A, LINE 7B THE PRESIDENT NEGOTIATES WITH THE COAL COMPANIES FOR A "NATIONAL AGREEMENT" THAT MOST OF THE UNION'S MEMBERS WORK UNDER. THE DECISION TO ACCEPT OR REJECT THE CONTRACT IS VOTED ON BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE 990 WILL BE REVIEWED BY THE PRESIDENT AND THE SECRETARY-TREASURER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CURRENCY TRANSLATION ADJUSTMENT 33,005. TRANSFER TO POWER PAC FORM 990, PART XII, LINE 1 THE INTERNATIONAL UNION USES THE MODIFIED CASH BASIS OF ACCOUNTING TO PREPARE ITS BOOKS. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UMWA LORIN E SCHOLARSHIP FUND 18354 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 363249186 SCHOLARSHIP FUND VA 501(C)(3) LINE 7 0 COAL MINERS POLITICAL ACTION COMMITTEE 18354 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 912066637 POLITICAL ACTION COMMITTEE VA 527 0 UMWA CAREER CENTER 197 DUNN STATION ROAD PROSPERITY PA 15329 531841274 JOB TRAINING PA 501(C)(3) LINE 7 0 MINING TECHNOLOGY AND TRAINING CENTER 197 DUNN STATION ROAD PROSPERITY PA 15329 261998191 JOB TRAINING PA 501(C)(3) LINE 7 0 COAL MINERS POWER PAC 18354 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 273574455 POLITICAL ACTION COMMITTEE VA 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0