UPPER PENINSULA ENVIRONMENTAL COAL… - 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

1976

Legal Domicile

Principal Officer

Evan Zimmermann

Phone

9062011949

Tax Period

2024-01-01 to 2024-12-31

UPPER PENINSULA ENVIRONMENTAL COALITION, founded in 1976, is a micro nonprofit that reported $45K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $67K exceeded revenue, resulting in a 48% operating deficit.

Mission

Environmental protection of Michigan's Upper Peninsula.

Program Service Accomplishments

Program 1

Expenses: $23,000 Revenue: $275

Community conservation grants. Grant program awards funds to land conservancies and other qualified organizations to establish, expand, or otherwise support permanent protection of UP lands and...

Community conservation grants. Grant program awards funds to land conservancies and other qualified organizations to establish, expand, or otherwise support permanent protection of UP lands and waters through fee-simple acquisitions, conservation easements, and other legal means, or to carry on other environmental projects (e.g., native plant restoration) that benefit the UP environment and communities. These grants benefit a large number of UP residents and others in the general public.

Program 2

Expenses: $500 Revenue: $125

Environmental Education Grants. Competitive grant program awards funds for environmental education projects to K-12 and post-secondary schools and universities. Benefits over 100 students annually.

Program 3

Expenses: $1,696 Revenue: $0

Recurring publications. UPEC newsletter, livestream programs, website, and social media platforms provide timely information on UP environmental issues and UPEC activities. Benefits over 200 UPEC...

Recurring publications. UPEC newsletter, livestream programs, website, and social media platforms provide timely information on UP environmental issues and UPEC activities. Benefits over 200 UPEC members + additional non-member readers/listeners.

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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 (2024)

Revenue Breakdown

Contributions & Grants $31,600

Program Service Revenue $0

Investment Income $13,751

Other Revenue $0

TOTAL REVENUE $45,351

Expense Breakdown

Grants Paid $38,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,502

Other Expenses $28,709

TOTAL EXPENSES $67,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,351	$33,829	+0.3%
Expenses	$67,209	$51,033	+0.3%
Net Income	$-21,858	$-17,204	+0.3%

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

N/A

Volunteers

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
Terri Bocklund	Board Member	2	Director	$0	$0	$0
Connie Julien	Board Member	2	Director	$0	$0	$0
Horst Schmidt	Board Member	2	Director	$0	$0	$0
Ryan Leary	Board Member	2	Director	$0	$0	$0
Kathleen Heideman	Treasurer	5	Officer Director	$0	$0	$0
Evan Zimmermann	President	8	Officer Director	$0	$0	$0
Steven Garske	Secretary	5	Officer Director	$0	$0	$0
Tom Grotewohl	Board Member	2	Director	$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	$45,351	$67,209	$513,226	$-21,858
2023	$33,829	$51,033	$504,501	$-17,204
2022	$19,519	$62,583	$484,943	$-43,064
2021	$149,601	$63,835	$598,578	$85,766
2020	$58,948	$57,069	$512,812	$1,879

UPPER PENINSULA ENVIRONMENTAL COALITION