Form 990 for tax year 2022
Filed by UPPER PENINSULA PLUMBERS AND PIPEFITTERS EDUCATIONAL FUND.
Totals
- Total revenue
- $678,678
- Total expenses
- $467,155
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $634,874
- Investment income
- $4,804
- Other revenue
- $39,000
- Total assets, end of year
- $1,092,164
- Total liabilities, end of year
- $28,983
- Net assets or fund balances, end of year
- $1,063,181
- Program services expenses (Part IX)
- $412,758
- Management and general expenses
- $54,397
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $634,874 · related or exempt $634,874
-
3 · Investment income
total $4,804 · excluded $4,804
-
11a · Other revenue: UPWARD TALEBT COUNCIL
total $39,000 · related or exempt $39,000
-
11e · Other revenue, total
$39,000
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $12,125 · program services $12,125
-
7 · Other salaries and wages
total $143,711 · program services $143,711
-
8 · Pension plan contributions
total $46,296 · program services $46,296
-
9 · Other employee benefits
total $37,385 · program services $37,385
-
10 · Payroll taxes
total $15,939 · program services $15,939
-
11a · Fees: management
total $5,719 · management and general $5,719
-
11b · Fees: legal
total $12,940 · management and general $12,940
-
11c · Fees: accounting
total $3,800 · management and general $3,800
-
11g · Fees: other
total $8,263 · management and general $8,263
-
13 · Office expenses
total $10,249 · management and general $10,249
-
16 · Occupancy
total $26,587 · program services $26,587
-
19 · Conferences, conventions and meetings
total $6,110 · management and general $6,110
-
21 · Payments to affiliates
total $40,591 · program services $40,591
-
23 · Insurance
total $7,316 · management and general $7,316
-
24a · Other expenses: TRAINING EXPENSES
total $86,124 · program services $86,124
-
24b · Other expenses: CLASSROOM RENT & MATERIAL
total $4,000 · program services $4,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $218,401 · end of year $397,690
-
2 · Savings and temporary cash investments
beginning of year $608,600 · end of year $636,722
-
4 · Accounts receivable
beginning of year $39,367 · end of year $53,311
-
9 · Prepaid expenses and deferred charges
beginning of year $3,820 · end of year $2,485
-
10a · Land, buildings and equipment: cost or other basis
$234,800
-
10b · Land, buildings and equipment: accumulated depreciation
$232,844
-
10c · Land, buildings and equipment, net
beginning of year $1,956 · end of year $1,956
-
17 · Accounts payable and accrued expenses
beginning of year $20,486 · end of year $28,983
-
31 · Retained earnings, endowment or other funds
beginning of year $851,658 · end of year $1,063,181
Mission and programs · 2022
Mission
DEFRAY TRAINING COSTS FOR APPRENTICES
-
TRAINING WAS PROVIDED TO APPROXIMATELY 100 APPRENTICES AND JOURNEYMAN WORKING UNDER THE JURISDICTION OF LOCAL UNIONS BOUND BY APPLICABLE BARGAINING AGREEMENTS.
-
TRAINING WAS PROVIDED TO APPROXIMATELY 100 APPRENTICES AND JOURNEYMAN WORKING UNDER THE JURISDICTION OF LOCAL UNIONS BOUND BY APPLICABLE BARGAINING AGREEMENTS.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dean GutzmanDEAN GUTZMAN
CHAIRMAN
- Total calculated
- $94,262
- From this org
- $0
- From related orgs
- $94,262
- Other
- $0
- Hours/week
- 1 + 40 related
-
Scott PendergraftSCOTT PENDERGRAFT
TRUSTEE
- Total calculated
- $90,169
- From this org
- $0
- From related orgs
- $90,169
- Other
- $0
- Hours/week
- 1 + 40 related
-
Eric BreyERIC BREY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Yates Vanden HeuvelYATES VANDEN HEUVEL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
James MonsonJAMES MONSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Dan OstolaDAN OSTOLA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gregory SudderthGREGORY SUDDERTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott ThrasherSCOTT THRASHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Kip ZilischKIP ZILISCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UP PLUMBERS & PIPEFITTERS PENSION
501A · PENSION · MI
-
UP PLUMBERS & PIPEFITTERS DC PLAN
501A · PENSION · MI
-
UP PLUMBERS & PIPEFITTERS HEALTH
501C9 · HEALTH · MI
-
UP PLUMBERS & PIPEFITTERS LOCAL 111
501C5 · LOCAL · MI
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ADVANTAGE INDUSTRIAL STSTM LLC
-
ADHERN J F
-
AUGUST WINTER & SONS INC
-
AZCO INC
-
BEAUCHAMP PLUM
-
BERGER & KING
-
CARRIER BUILDING SERVICES
-
CLIMATE PROS
-
COENEN MECHANICAL
-
DRESSELER MECH
-
DUQUAINE INCOR
-
ENERGY CONTROL & DESIGN INC
-
FRANKLIN HOLWE
-
GREAT LAKES MECHANICAL INC
-
GRIFFITH STAINLESS WELDING LLC
-
HENKELS & MCCOY INC
-
HURCKMAN MECHANICAL
-
JAMAR CO THE
-
JOHN'S REFRIGERATION INC
-
JOHNSON & WOOD
-
JOHNSON CONTROLS INC
-
LAKEHEAD CONST
-
MJ ELECTRIC LLC
-
MEYER CR & SONS COMPANY
-
NICOLET SHORES
-
PETERSEN PLUMBING & HEATING CO
-
PRECISION PIPELOINE
-
PRIME MECHANICAL CONTRACTING
-
RICHER'S REFIGERATION
-
SCHECK MECHANICAL CORPORATION
-
SIKORA SHEET M
-
SONGER SERVICES INC
-
TWEETGAROT ME
-
UNITED CONTRACTORS INC
-
VALLEY MECHANICAL INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 December 2021
- IRS schema version
- 2022v5.0
- Source object
- 202411369349313951
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