Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Roger L Putnam Technical Fund
EIN 26-3769868 • 501(c)3 • Longmeadow, MA
Profile
To support current and future training courses and programs at roger l. Putnam vocational technical high school (the 'school') located in springfield, ma, to solicit public and private contributions, including machinery and equipment, and to engage in fund raising activities to further support and directly benefit the courses, programs, students and faculty at the school; to administer and distribute funds for the benefit of the school; to serve on advisory committees of the school and to be available to teachers and advisors for consultation, and to promote awareness throughout the greater springfield community of the mission of the school.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
95th percentile
Higher net margin than 95% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Balance Sheet
Assets
Up$96,024
Up $4,050 (+4.4%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$96,024
Up $4,050 (+4.4%) from 2023
Revenue
Up$5,335
Up $4,832 (+961%) from 2023
Expenses
Down$1,285
Down $76,298 (-98%) from 2023
Net Income
Up$4,050
Up $81,130 (+105%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $96,024
- Liabilities
- $0
- Net assets
- $96,024
- Revenue
- $5,335
- Expenses
- $1,285
- Net income
- $4,050
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Oct 14, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $5,335
Mission and Program Overview
Mission
To support current and future training courses and programs at roger l. Putnam vocational technical high school (the 'school') located in springfield, ma, to solicit public and private contributions, including machinery and equipment, and to engage in fund raising activities to further support and directly benefit the courses, programs, students and faculty at the school; to administer and distribute funds for the benefit of the school; to serve on advisory committees of the school and to be available to teachers and advisors for consultation, and to promote awareness throughout the greater springfield community of the mission of the school.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE BOARD MEETS TO DISCUSS THE NEEDS OF THE ROGER PUTNAM VOCATIONAL TECHNICAL ACADEMY AND ITS STUDENTS. THIS INCLUDES DISCUSSION OF ANY FINANCIAL NEEDS, AS WELL AS SUPPORT RELATIVE TO INTERNSHIP AND MENTORING RELATIONSHIPS AND SPECIAL PROJECTS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DREW DAVIS | Director | - | $0 | - | - |
| ANDREW T HENSHON | Director | - | $0 | - | - |
| DAVID CRUISE | Director | - | $0 | - | - |
| CLEVELAND BURTON | Director | - | $0 | - | - |
| GEORGE JOHNSON | Director | - | $0 | - | - |
| DANIEL WARWICK | Director, End 05/24 | - | $0 | - | - |
| JOSE ESCRIBANO | Director Eff 06/24 | - | $0 | - | - |
| KIMBERLY WELLS | Director Eff 06/24 | - | $0 | - | - |
| PETER FARKAS | Director Eff 06/24 | - | $0 | - | - |
| EDWARD NUNEZ | President,Int. Treasurer Eff 06/24 | - | $0 | - | - |
| DAVID SHRAIR | Clerk | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Roger L Putnam Technical Fund
- EIN
- 26-3769868
- Phone
- 4137358000
- Address
- 813 WILLIAMS STREET SUITE 211, LONGMEADOW, MA 01106
Signing Officer
- Name
- Edward Nunez
- Title
- President
- Phone
- 4137358000
- Signed
- 2025-10-14
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Meyers Brothers Kalicka Pc
- Address
- 330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
- Preparer
- James T Krupienski
- Phone
- 4135368510
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 335.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: ma attorney fee. Amount: 35.”
Raw XML Appendix211 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 96024 |
| IRS990EZ/GrossReceiptsAmt | 0 | 5335 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
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| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR, END 05/24 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR EFF 06/24 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR EFF 06/24 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR EFF 06/24 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | PRESIDENT,INT. TREASURER EFF 06/24 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | CLERK |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 35 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT CURRENT AND FUTURE TRAINING COURSES AND PROGRAMS AT ROGER L. PUTNAM VOCATIONAL TECHNICAL HIGH SCHOOL (THE 'SCHOOL') LOCATED IN SPRINGFIELD, MA, TO SOLICIT PUBLIC AND PRIVATE CONTRIBUTIONS, INCLUDING MACHINERY AND EQUIPMENT, AND TO ENGAGE IN FUND RAISING ACTIVITIES TO FURTHER SUPPORT AND DIRECTLY BENEFIT THE COURSES, PROGRAMS, STUDENTS AND FACULTY AT THE SCHOOL; TO ADMINISTER AND DISTRIBUTE FUNDS FOR THE BENEFIT OF THE SCHOOL; TO SERVE ON ADVISORY COMMITTEES OF THE SCHOOL AND TO BE AVAILABLE TO TEACHERS AND ADVISORS FOR CONSULTATION, AND TO PROMOTE AWARENESS THROUGHOUT THE GREATER SPRINGFIELD COMMUNITY OF THE MISSION OF THE SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE BOARD MEETS TO DISCUSS THE NEEDS OF THE ROGER PUTNAM VOCATIONAL TECHNICAL ACADEMY AND ITS STUDENTS. THIS INCLUDES DISCUSSION OF ANY FINANCIAL NEEDS, AS WELL AS SUPPORT RELATIVE TO INTERNSHIP AND MENTORING RELATIONSHIPS AND SPECIAL PROJECTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 1285 |
| IRS990EZ/TotalRevenueAmt | 0 | 5335 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
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| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 1 |
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| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE SUPERINTENDENT OF SCHOOLS OF SPRINGFIELD, MA IS A VOTING MEMBER OF THE ROGER PUTNAM TECHNICAL FUND. THOUGH THE SCHOOL DOES NOT HAVE ANY INVESTMENTS IT DOES HAVE CASH THAT IS RESTRICTED IN PURPOSE TO ONLY BE AVAILABLE TO THE ROGER PUTNAM VOCATIONAL TECHNICAL ACADEMY. THE ACADEMY DOES HAVE TO APPLY FOR GRANTS BUT IT IS THE SCHOOL'S DECISION AS TO WHICH DEPARTMENT IS IN MOST NEED OF THE FUNDS FOR ANY PARTICULAR FISCAL YEAR. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE ORGANIZATION'S ACTIVITIES DURING FYE 12/31/24 ONLY CONCERNED THOSE OF ITS SUPPORTED ORGANIZATION, THE ROGER PUTNAM VOCATIONAL TECHNICAL ACADEMY. DURING ITS BOARD MEETINGS THE PRINCIPAL AND/OR VICE PRINCIPAL OF THE SCHOOL ALONG WITH THE SUPERINTENDENT OF SCHOOLS WOULD PROVIDE UPDATES OF SCHOOL AND SCHOOL SYSTEM MATTERS. IN ORDER TO HELP STUDENTS, THE ORGANIZATION WOULD PROVIDE DIRECTION, GUIDANCE, ASSISTANCE AND MATCHING RELATIVE TO CO-OPS, MENTORING AND INTERNSHIPS FOR STUDENTS OF THE ROGER PUTNAM VOCATIONAL TECHNICAL ACADEMY. THE ORGANIZATION HAS ALSO ESTABLISHED A JOINT PROJECT WITH THE GREATER SPRINGFIELD HABITAT FOR HUMANITIES TO CONSTRUCT TWO HOMES WHERE STUDENTS OF THE SCHOOL WOULD BE PROVIDED AN OPPORTUNITY TO ASSIST UNDER THE SUPERVISION OF THE STAFF OF THE ROGER PUTNAM VOCATIONAL TECHNICAL ACADEMY. THE ORGANIZATION ALSO HAS MADE GRANTS TO THE SCHOOL IN THE PAST TO PURCHASE NEEDED EQUIPMENT FOR ITS VOCATIONAL COURSES. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | THE ACTIVITIES THAT IT IS BELIEVED THAT THE ROGER PUTNAM VOCATIONAL TECHNICAL ACADEMY WOULD HAVE OTHERWISE ENGAGED IN ARE THE CO-OPS, INTERNSHIPS AND MENTORING PROGRAMS THAT THE ORGANIZATION PROVIDED IN ORDER TO ASSIST THE SCHOOL FACULTY. THE ACADEMY HAD PREVIOUSLY DONE PROJECTS WORKING WITH OTHER ORGANIZATIONS TO CONSTRUCT HOMES IN ORDER TO PROVIDE STUDENTS WITH REAL WORLD JOB EXPERIENCE. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SCHEDULE A, PART IV, SECTION D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | SCHEDULE A, PART IV, SECTION E, LINE 2A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | SCHEDULE A, PART IV, SECTION E, LINE 2B |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
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| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 046001415 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ROGER L PUTNAM VOCATIONAL TECHNICAL ACADEMY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 335. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MA ATTORNEY FEE. AMOUNT: 35. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | EDWARD NUNEZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4137358000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROGER L PUTNAM TECHNICAL FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROGE |
| ReturnHeader/Filer/EIN | 0 | 263769868 |
| ReturnHeader/Filer/PhoneNum | 0 | 4137358000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 813 WILLIAMS STREET SUITE 211 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LONGMEADOW |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01106 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 042713795 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MEYERS BROTHERS KALICKA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 330 WHITNEY AVE SUITE 800 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HOLYOKE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01040 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4135368510 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES T KRUPIENSKI |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T13:46:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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