Upper Peninsula Plumbers and Pipefitters Education (EIN 386102222) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Upper Peninsula Plumbers and Pipefitters Education, founded in 1967, is a small nonprofit in the Education sector that reported $635K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $128K, a strong 20% operating margin.

Mission

Defray training costs for apprentices

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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 $0

Program Service Revenue $608,377

Investment Income $10,926

Other Revenue $16,000

TOTAL REVENUE $635,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,436

Fundraising Expenses $0

Program Expenses $452,436

Other Expenses $214,259

TOTAL EXPENSES $507,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$635,303	$678,678	-0.1%
Expenses	$507,395	$455,030	+0.1%
Net Income	$127,908	$223,648	-0.4%

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

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

$192,784

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dean Gutzman	Chairman	1.00	Director	$0	$0	$98,394
Scott Pendergraft	Trustee	1.00	Director	$0	$0	$94,390
Dan Ostola	Trustee	1.00	Director	$0	$0	$0
Scott Thrasher	Trustee	1.00	Director	$0	$0	$0
Kip Zilisch	Trustee	1.00	Director	$0	$0	$0
Eric Brey	Trustee	1.00	Director	$0	$0	$0
Yates Vanden Heuvel	Secretary	1.00	Director	$0	$0	$0
James Monson	Trustee	1.00	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
2025	No data	No data	No data	No data
2024	$635,303	$507,395	$1,209,430	$127,908
2023	$678,678	$467,155	$1,092,164	$211,523
2022	$488,065	$404,756	$872,144	$83,309
2021	$382,523	$361,732	$837,563	$20,791
2020	$382,145	$362,972	$762,964	$19,173
2019	$585,927	$437,427	$761,061	$148,500
2018	$634,014	$398,995	$622,289	$235,019

Upper Peninsula Plumbers and Pipefitters Education