UNITED POSTMASTERS AND MANAGERS OF AMERICA RETIRED (EIN 814567595) - 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

Principal Officer

CHARLES R PETERS

Phone

6627210151

Tax Period

2025-01-01 to 2025-12-31

UNITED POSTMASTERS AND MANAGERS OF AMERICA RETIRED is a small nonprofit that reported $212K in total revenue in fiscal year 2025. The organization ran a surplus of $51K, a strong 24% operating margin.

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO PROMOTE, ASSIST AND INSTRUCT RETIRED POSTMASTERS AND MANAGERS IN ALL AREAS OF PERSONAL AND RELATED ITEMS OF INTEREST OR CONCERN AND TO WORK COOPERATIVELY IN THE ADVANCEMENT OF UPMA AIMS AND GOALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $194,246

Program Service Revenue $0

Investment Income $18,027

Other Revenue $0

TOTAL REVENUE $212,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $161,557

TOTAL EXPENSES $161,557

Year-over-Year Comparison

	2025	2024	Change
Revenue	$212,273	$201,547	+0.1%
Expenses	$161,557	$183,043	-0.1%
Net Income	$50,716	$18,504	+1.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI BASCOM	SECRETARY	N/A	Officer	$0	$0	$0
KATHY FRAME	VICE PRESIDE	N/A	Officer	$0	$0	$0
CHARLES R PETERS	PRESIDENT	N/A	Officer	$0	$0	$0
ANITA PFIEFER	TREASURER	N/A	Officer	$0	$0	$0
MANDY HESLEP WHITTEN	PAST PRESIDE	N/A	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	$212,273	$161,557	$584,845	$50,716
2024	No data	No data	No data	No data
2023	$205,631	$219,620	$515,625	$-13,989
2022	$31,873	$8,139	$529,614	$23,734
2022	$161,956	$167,147	$505,880	$-5,191
2021	$171,732	$160,733	$511,071	$10,999
2020	$169,059	$59,158	$500,072	$109,901
2019	$186,763	$169,035	$390,171	$17,728

UNITED POSTMASTERS AND MANAGERS OF AMERICA RETIRED