CMPA Education Foundation of the C… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

CMPA Education Foundation of the CMPA, founded in 1994, is a small nonprofit that reported $296K in total revenue in fiscal year 2023. The organization ran a surplus of $105K, a strong 36% operating margin.

Mission

To provide training and education to plumbers and apprentices

Program Service Accomplishments

Program 1

Expenses: $130,565 Revenue: $271,776

Provide apprenticeship training programs for new members in the industry including classroom and on the job training.

Program 2

Expenses: $11,050 Revenue: $12,950

Provide Continuting education by sponsoring speakers and seminars.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,795

Program Service Revenue $225,850

Investment Income $12,526

Other Revenue $46,350

TOTAL REVENUE $295,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,308

Fundraising Expenses $0

Program Expenses $141,615

Other Expenses $148,219

TOTAL EXPENSES $190,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$295,521	$290,735	+0.0%
Expenses	$190,527	$167,865	+0.1%
Net Income	$104,994	$122,870	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Bernhardt	President	5.00	Officer	$0	$0	$0
Jim Kroeger	Secretary and Treasurer	5.00	Officer	$0	$0	$0
Joyce Frank	Exec Director	20.00	Key Emp	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$295,521	$190,527	$1,037,295	$104,994
2022	$290,735	$167,865	$960,325	$122,870
2021	$268,480	$196,888	$871,535	$71,592
2020	$227,072	$147,001	$808,286	$80,071
2019	$229,944	$146,712	$722,048	$83,232
2018	$226,825	$141,447	$634,782	$85,378

CMPA Education Foundation of the CMPA