CLEVELAND PLUMBING INDUSTRY PROMOTION & EDUCATION FUND (EIN 346558989) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

SCOTT WALLENSTEIN

Phone

2164590770

Tax Period

2024-05-01 to 2025-04-30

CLEVELAND PLUMBING INDUSTRY PROMOTION & EDUCATION FUND, founded in 1963, is a small nonprofit that reported $685K in total revenue in fiscal year 2024. The organization ran a surplus of $112K, a strong 16% operating margin.

Mission

THE FUND PROMOTES AND EDUCATES MEMBERS OF THE LOCAL PLUMBING INDUSTRY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $679,586

Investment Income $5,315

Other Revenue $0

TOTAL REVENUE $684,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $573,040

TOTAL EXPENSES $573,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$684,901	$658,823	+0.0%
Expenses	$573,040	$550,466	+0.0%
Net Income	$111,861	$108,357	+0.0%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

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
MARK WILSON	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT WALLENSTEIN	CHAIRMAN	1.00	Director	$0	$0	$0
DAN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
TIM LAVELLE	ALTERNATE	1.00	Director	$0	$0	$0
TODD MCKEEVER	EXECUTIVE DIRECTOR	1.00	Officer	$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
2025	$684,901	$573,040	$1,297,053	$111,861
2024	$658,823	$550,466	$1,141,453	$108,357
2023	$587,383	$542,642	$973,037	$44,741
2022	$450,502	$485,316	$928,238	$-34,814
2021	$497,469	$363,340	$1,011,641	$134,129
2020	$494,950	$449,106	$756,482	$45,844
2019	$522,720	$485,926	$713,662	$36,794
2018	$416,705	$424,552	$643,261	$-7,847

CLEVELAND PLUMBING INDUSTRY PROMOTION & EDUCATION FUND