Nonprofit · EIN 52-1805437
UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND
Also known as UMWA 1992 BENEFIT FUND
Tax-exempt · WASHINGTON, DC 20037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $87,818,567 | $81,960,943 | $5,857,624 | $45,002,468 | $25,306,161 | $19,696,307 |
| December 31, 2023 | 990 | $91,050,598 | $88,214,837 | $2,835,761 | $53,787,304 | $39,923,515 | $13,863,789 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $84,294,484
- Investment income
- $3,524,083
- Net gain from sales of assets
- $110,746
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $71,950,233
- Compensation of officers, directors and key employees
- $156,722
- Salaries, compensation and benefits (total)
- $168,863
- Professional fundraising fees
- $0
- Legal fees
- $1,517,684
- Accounting fees
- $173,346
- Occupancy
- $246,556
- Travel
- $40,670
- Depreciation
- $17,441
Balance sheet and other
- Total assets, start of year
- $53,787,304
- Total assets, end of year
- $45,002,468
- Total liabilities, end of year
- $25,306,161
- Net assets, end of year
- $19,696,307
- Publicly traded securities
- $36,719,724
- Gross receipts
- $132,707,821
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL PICCOLINI | TRUSTEE Trustee or director | 5 | $40,000 | $100,000 | $13,989 |
| MICHEAL W BUCKNER | TRUSTEE Trustee or director | 6 | $30,000 | $60,000 | $5,955 |
| LORRAINE LEWIS | EXECUTIVE DIRECTOR Officer | 3.33 | $75,708 | $0 | $11,391 |
| CARLO TARLEY | TRUSTEE Trustee or director | 9 | $70,000 | $0 | $12,682 |
| MICHAEL O MCKOWN | TRUSTEE Trustee or director | 2 | $0 | $42,000 | $0 |
| ANNA AMSELLE | DIRECTOR OF FINANCE Officer | 3.75 | $27,891 | $0 | $1,526 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL PICCOLINI | TRUSTEE Trustee or director | 5 | $20,000 | $80,000 | $12,024 |
| MICHEAL W BUCKNER | TRUSTEE Trustee or director | 6 | $20,000 | $64,000 | $3,996 |
| LORRAINE LEWIS | EXECUTIVE DIRECTOR Officer | 3.33 | $72,913 | $0 | $4,282 |
| MICHAEL O MCKOWN | TRUSTEE Trustee or director | 2 | $0 | $75,000 | $0 |
| CARLO TARLEY | TRUSTEE Trustee or director | 9 | $50,000 | $0 | $10,524 |
| ANNA AMSELLE | DIR, FINANCE (EFF 06/26/2023) Officer | 3.75 | $13,894 | $0 | $919 |
| DALE STOVER | DIR FIN INTRM(3/4/23 - 6/5/23) Officer | 3.75 | $10,686 | $0 | $203 |
| SAMUEL RODRIGUEZ | DIR OF FINANCE (THRU 3/3/2023) Officer | 3.75 | $4,368 | $0 | $455 |
Address and contacts
- Address (IRS master file)
- 1992 BENEFIT PLAN 2121 K ST NW SUIT, WASHINGTON, DC 20037-0000
- In care of
- % ANNA AMSELLE
- Principal officer (990 for 2024)
- MICHEAL W BUCKNER, 2121 K STREET NW SUITE 350, WASHINGTON, DC 20037
- Signed the 990
- MICHEAL W BUCKNER, CHAIRMAN
- Phone
- (202) 521-2200
- Website
- WWW.UMWAFUNDS.ORG
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
SEE SCHEDULE O
Program accomplishments
- SERVES AS A TRUST FOR A MULTIEMPLOYER WELFARE PLAN THAT PROVIDES MEDICAL AND VISION BENEFITS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1805437
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $45,002,468
- Income (IRS master file)
- $132,707,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $87,818,567 | $81,960,943 | $45,002,468 | XML |
| 990 | December 2023 | $91,050,598 | $88,214,837 | $53,787,304 | XML |
| 990 | December 2022 | $85,681,088 | $87,934,397 | $73,086,161 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1805437).
Questions about UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND
- What is the EIN of UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND?
- The employer identification number (EIN) of UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND is 52-1805437.
- Is UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND?
- The 990 for the year ended December 31, 2024 names MICHEAL W BUCKNER.
- Who are the officers and directors of UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 5 received compensation from the organization, the highest $40,000 (PAUL PICCOLINI, TRUSTEE).
- How much revenue does UNITED MINE WORKERS OF AMERICA 1992 BENEFIT FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $87,818,567, expenses of $81,960,943 and total assets of $45,002,468 at year end.
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