Form 990 for tax year 2023
Filed by UPPER PENINSULA PLUMBERS AND PIPEFITTERS EDUCATIONAL FUND.
Totals
- Total revenue
- $635,303
- Total expenses
- $507,395
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $608,377
- Investment income
- $10,926
- Other revenue
- $16,000
- Total assets, end of year
- $1,209,430
- Total liabilities, end of year
- $18,350
- Net assets or fund balances, end of year
- $1,191,080
- Program services expenses (Part IX)
- $452,436
- Management and general expenses
- $54,959
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $452,436
Program services were 89.2% 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 $608,377 · related or exempt $608,377
-
3 · Investment income
total $10,926 · excluded $10,926
-
11a · Other revenue: Miscellaneous Income
total $16,000 · related or exempt $16,000
-
11e · Other revenue, total
$16,000
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $22,700 · program services $22,700
-
7 · Other salaries and wages
total $149,331 · program services $149,331
-
8 · Pension plan contributions
total $51,050 · program services $51,050
-
9 · Other employee benefits
total $53,665 · program services $53,665
-
10 · Payroll taxes
total $16,390 · program services $16,390
-
11a · Fees: management
total $5,425 · management and general $5,425
-
11b · Fees: legal
total $15,796 · management and general $15,796
-
11c · Fees: accounting
total $4,100 · management and general $4,100
-
11g · Fees: other
total $4,294 · management and general $4,294
-
13 · Office expenses
total $7,970 · management and general $7,970
-
16 · Occupancy
total $31,942 · program services $31,942
-
19 · Conferences, conventions and meetings
total $5,527 · management and general $5,527
-
21 · Payments to affiliates
total $5,998 · program services $5,998
-
22 · Depreciation, depletion and amortization
total $1,757 · management and general $1,757
-
23 · Insurance
total $10,090 · management and general $10,090
-
24a · Other expenses: Training expenses
total $121,360 · program services $121,360
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $397,690 · end of year $688,903
-
2 · Savings and temporary cash investments
beginning of year $636,722 · end of year $442,223
-
3 · Pledges and grants receivable
beginning of year $53,311 · end of year $46,942
-
9 · Prepaid expenses and deferred charges
beginning of year $2,485 · end of year $4,598
-
10a · Land, buildings and equipment: cost or other basis
$261,365
-
10b · Land, buildings and equipment: accumulated depreciation
$234,601
-
10c · Land, buildings and equipment, net
beginning of year $1,956 · end of year $26,764
-
17 · Accounts payable and accrued expenses
beginning of year $28,992 · end of year $18,350
-
31 · Retained earnings, endowment or other funds
beginning of year $1,063,172 · end of year $1,191,080
Mission and programs · 2023
Mission
Defray training costs for apprentices
-
Training was provided to approximatley 100 apprentices and journeymanworking under the jurisdiction of local unions bound by applicable bargining and agreements.
Expenses $452,436
As filed on the 2023 return.
Listed in Part VII
-
Dean Gutzman
Chairman
- Total calculated
- $98,394
- From this org
- $0
- From related orgs
- $98,394
- Other
- $0
- Hours/week
- 1 + 40 related
-
Scott Pendergraft
Trustee
- Total calculated
- $94,390
- From this org
- $0
- From related orgs
- $94,390
- Other
- $0
- Hours/week
- 1 + 40 related
-
Dan Ostola
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Scott Thrasher
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Kip Zilisch
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Eric Brey
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Yates Vanden Heuvel
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
James Monson
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
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 and Pipefitters Pension
501a · Pension
-
UP Plumbers & Pipefitters DC Plan
501a · Pension
-
UP Plumbers and Pipefitters Health
501c9 · Health
-
UP Plumbers & Pipefitters Local 111
501c5 · Local
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 Systems LLC
-
August Winter & Sons Inc
-
Beauchamp Plumbing & Heating
-
Berger & King Inc
-
COENEN MECHANICAL
-
Dresseler Mechanical Inc DMI
-
Duquaine Incorporated
-
Energy Control & Design Inc
-
Franklin Holwerda Company
-
Great Lakes Mechanical Inc
-
Henkels & Mccoy Inc
-
Hurckman Mechanical Ind Inc
-
Jamar Co The
-
Johns Refrigeration Inc
-
Johnson & Wood Llc
-
Johnson Controls Inc
-
Lakehead Constructors
-
M J Electric Llc
-
Mastercraft Plumbing
-
Meyer CR & Sons Company
-
Nicolet Shores Plumbing Inc
-
PETERSEN PLUMBING & HEATING CO
-
Prime Mechanical Contracting
-
Richers Refrigeration
-
Scheck Mechanical Corporation
-
Sikora Sheet Metal Inc
-
Songer Services Inc
-
TD Backflow Servics LLC
-
TweetGarot Mechanical
-
U P Plumbers & Pipefitters
-
United Contractors Inc
-
Valley Mechanical Inc
-
Wright Plumbing Heating & Cooling
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 December 2024
- IRS schema version
- 2023v6.0
- Source object
- 202501279349302900
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