2023-11-14T15:13:27-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 530159200 UNITED MINE WORKERS OF AMERICA UNIT 7032912412 18354 QUANTICO GATEWAY DRIVE 200 TRIANGLE VA 22172 BRIAN SANSON SECRETARY-TREASURER 7032912412 2023-11-14 1 BRIAN SANSON 999009999 0 SCOTT E HALLBERG CPA P01081188 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CECIL E ROBERTS 18354 QUANTICO GATEWAY DRIVE 200 TRIANGLE VA 22172 46856574 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 0 266 0 0 0 0 0 11040075 10953619 6317752 -348208 11946526 2888293 29304353 13493704 600115 391110 0 0 16179215 15926259 0 0 0 23030313 29059542 39809643 45376911 -10505290 -31883207 161084080 128431493 12007392 11304461 149076688 117127032 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 1 585 0 1 266 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 203249 0 51443 BRIAN SANSON INTERNATIONAL SECRETARY TR 40.00 X X 174571 0 48436 JAMES GIBBS AT LARGE VICE PRESIDENT 40.00 X 135252 0 44007 CHARLES KNISELL INTERNATIONAL DISTRICT VP 40.00 X 127345 0 42834 STEVE EARLE INTERNATIONAL DISTRICT VP 40.00 X 125285 0 42834 LARRY SPENCER INTERNATIONAL DISTRICT VP 40.00 X 125285 0 42834 RICHARD ALTMAN INTERNATIONAL DISTRICT VP 40.00 X 125285 0 42834 JODY DUKART INTERNATIONAL AUDITOR/TELL 40.00 X 125285 0 42834 MIKE DALPIAZ INTERNATIONAL DISTRICT VP 40.00 X 125285 0 42834 BRIAN LACY INTERNATIONAL DISTRICT VP 40.00 X 125285 0 42834 ROBERT BUTERO INTERNATIONAL AUDITOR/TELL 40.00 X 123147 0 42540 TANYA JAMES INTERNATIONAL AUDITOR/TELL 40.00 X 114359 0 40041 ROY FERNANDEZ INTERNATIONAL AUDITOR/TELL 40.00 X 85818 0 37974 DON BARNETT AT LARGE VICE PRESIDENT 40.00 X 24000 0 31385 DONNIE SAMMS AT LARGE VICE PRESIDENT 40.00 X 24000 0 31385 KEVIN FAGAN GENERAL COUNSEL 40.00 X 168277 0 48366 TIMOTHY J BAKER DIRECTOR OF RESEARCH AND TRAINING 40.00 X 140212 0 45063 PHILLIP SMITH DIRECTOR - GOVERNMENT AFFA 40.00 X 139686 0 45001 CRISTY C VIRTUCIO CONTROLLER 40.00 X 140156 0 44219 JASON HAUGHT DIRECTOR OF RESEARCH 40.00 X 136940 0 42036 2488722 0 851734 34 0 1 0 MGM RESORTS INTERNATIONAL PO BOX 748137 LOS ANGELES CA 90074 HOTEL ACCOMODATIONS 1829325 TRIANGLE LAND COMPANY 6933 COLCHESTER PARK DR MANASSAS VA 20112 RENT 522295 HYATT REGENCY 1000 RIVERCHASE GALLERIA BIRMINGHAM AL 35244 HOTEL ACCOMODATIONS 307928 K & R PROMOTIONAL PO BOX 220690 CHANTILLY VA 20153 AWARDS & PLAQUES 285972 KELLY PRESS 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 PRINTING 169196 5 MEMBERS DUES 900099 10953619 10953619 10953619 3293119 3293119 88354 88354 140508 95950 44558 44558 44558 29625593 33266920 -3641327 -3641327 -3641327 OTHER 900099 2755381 2755381 2755381 13493704 10067673 0 3426031 391110 3329455 5656536 2919466 3340598 680204 211408 111800 126559 720573 702418 823523 1476818 1789024 480868 485657 216590 161880 MISCELLANEOUS 17821171 REIMBURSEMENTS TO MINER 1703820 PROTESTS AND RALLIES 1637301 JOURNAL AND PUBLIC SUBS 324868 265264 45376911 5322941 4493961 1745218 2007119 7930094 6478798 1603183 1451296 152320136 120426687 92602 52430 161084080 128431493 11000000 11000000 1007392 304461 12007392 11304461 X 149076688 117127032 149076688 117127032 161084080 128431493 X -31883207 -66449 X X 0 1 X 1 0 COAL MINERS POLITICAL ACTION COMMITTEE 18354 QUANTICO GATEWAY DRIVE NO 20 TRIANGLE VA 22172 912066637 52286 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 1486512 265258 2328583 1907320 421263 3183068 2955979 227089 155331 128987 26344 1451296 CORPORATE STOCK 5390825 C FOREIGN OBLIGATIONS 250000 C MUTUAL FUNDS 107928885 C ASB REAL ESTATE FUND 6856977 C 120426687 FUNDS HELD FOR OTHERS 6430 PAYROLL TAXES WITHHELD AND OTHER PAYABLES 298031 304461 X 11324284 -2042861 -2042861 13367145 126559 126559 13493704 45675601 425249 425249 45250352 126559 126559 45376911 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, 2022 AND 2021, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST EARNED BY LORIN E. KERR SCHOLARSHIP FUND 153. RENT EXPENSE 95,950. DONATIONS TO COAL MINERS POLITICAL ACTION COMMITTEE 385,500. GRANT REIMBURSEMENTS -2,526,464. SCHOLARSHIP DONATION 2,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP BENEFITS 4,999. COMPAC EXPENSES 561,662. RENT EXPENSE 95,950. GRANT EXPENSES -237,377. POWERPAC EXPENSES 15. 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. 24725 1 2 0 0 1 2 24725 0 24725 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 COALITION OF BLACK TRADE UNIONISTS PO BOX 66268 WASHINGTON DC 20035 522274037 501(C)(5) 12800 0 ANNUAL CONVENTION UMWA STRIKE AID FUND 18354 QUANTICO GATEWAY DR STE 200 TRIANGLE VA 22172 530159200 501(C)(5) 67200 0 CONTRIBUTIONS FOR WARRIOR MET STRIKING MEMBERS ALABAMA WORKER APPRECIATION FOUNDATION 21922 HIGHWAY 216 MCCALLA AL 35111 455210764 8000 0 CONTRIBUTIONS FOR UMWA D20 LABOR RALLY A PHILIP RANDOLPH INSTITUTE INC 815 16TH ST NW FL 4 WASHINGTON DC 20006 132548181 501(C)(4) 5500 0 CONTRIBUTION FOR ANNUAL NATIONAL EDUCATION CONFERENCE BCTGM 10401 CONNECTICUT AVE FL 4 KENSINGTON MD 20895 530231138 501(C)(5) 10000 0 DONATION - LOCAL UNION 37 STRIKE BOONE CAREER & TECHNICAL CENTER 3505 DANIEL BOONE PKWY SUITE B FOSTER WV 25081 556000299 9000 0 COUNTY PARK DONATION CHARLESTON PROFESSIONAL 601 MORRIS ST CHARLESTON WV 25301 862097400 7000 0 BASEBALL SPONSORSHIP FARM LABOR ORGANIZATION 1221 BROADWAY ST TOLEDO OH 43609 341044086 6000 0 CONVENTION GOLD SPONSORSHIP LCLAA 815 16TH ST NW FL 3 WASHINGTON DC 20006 521002207 501(C)(3) 7500 0 DONATION - 50TH ANNIVERSARY GALA MINERS AID FUND 18354 QUANTICO GATEWAY DR STE 200 TRIANGLE VA 22172 816108698 5500 0 MEMORIAL DONATION UNION VETERANS COUNCIL 815 16TH ST NW WASHINGTON DC 20006 881296979 15000 0 CONTRIBUTION FOR TRANSITIONING FROM AFL-CIO PROGRAM TO A 501(C) 5 LABOR ORGANIZATION WEST VIRGINIA DEMOCRATIC PARTY PO BOX 11926 CHARLESTON WV 25339 11000 0 POLITICAL CONTRIBTUION WEST VIRGINIA MINE WARS MUSEUM PO BOX 764 MATEWAN WV 25378 464504369 501(C)(3) 6250 0 CONTRIBUTION FOR PRESERVING MINERS' HISTORY WEST VIRGINIA POWER 601 MORRIS ST CHARLESTON WV 25301 550803667 7000 0 BASEBALL SPONSORSHIP X 1 1 0 0 0 CECIL E ROBERTS INTERNATIONAL PRESIDENT 203249 0 0 0 0 0 22883 0 28560 0 254692 0 0 0 BRIAN SANSON INTERNATIONAL SECRETARY TR 174571 0 0 0 0 0 19876 0 28560 0 223007 0 0 0 KEVIN FAGAN GENERAL COUNSEL 168277 0 0 0 0 0 19806 0 28560 0 216643 0 0 0 TIMOTHY J BAKER DIRECTOR OF RESEARCH AND TRAINING 140212 0 0 0 0 0 16503 0 28560 0 185275 0 0 0 PHILLIP SMITH DIRECTOR - GOVERNMENT AFFA 139686 0 0 0 0 0 16441 0 28560 0 184687 0 0 0 CRISTY C VIRTUCIO CONTROLLER 140156 0 0 0 0 0 15659 0 28560 0 184375 0 0 0 JAMES GIBBS AT LARGE VICE PRESIDENT 135252 0 0 0 0 0 15447 0 28560 0 179259 0 0 0 JASON HAUGHT DIRECTOR OF RESEARCH 136940 0 0 0 0 0 13476 0 28560 0 178976 0 0 0 CHARLES KNISELL INTERNATIONAL DISTRICT VP 127345 0 0 0 0 0 14274 0 28560 0 170179 0 0 0 STEVE EARLE INTERNATIONAL DISTRICT VP 125285 0 0 0 0 0 14274 0 28560 0 168119 0 0 0 LARRY SPENCER INTERNATIONAL DISTRICT VP 125285 0 0 0 0 0 14274 0 28560 0 168119 0 0 0 RICHARD ALTMAN INTERNATIONAL DISTRICT VP 125285 0 0 0 0 0 14274 0 28560 0 168119 0 0 0 JODY DUKART INTERNATIONAL AUDITOR/TELL 125285 0 0 0 0 0 14274 0 28560 0 168119 0 0 0 MIKE DALPIAZ INTERNATIONAL DISTRICT VP 125285 0 0 0 0 0 14274 0 28560 0 168119 0 0 0 BRIAN LACY INTERNATIONAL DISTRICT VP 125285 0 0 0 0 0 14274 0 28560 0 168119 0 0 0 ROBERT BUTERO INTERNATIONAL AUDITOR/TELL 123147 0 0 0 0 0 13980 0 28560 0 165687 0 0 0 TANYA JAMES INTERNATIONAL AUDITOR/TELL 114359 0 0 0 0 0 11481 0 28560 0 154400 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 -66,449. 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