Civic Intelligence

Roger L Putnam Technical Fund Inc.

990EZ • Fiscal year 2015 • EIN 26-3769868

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

1380 Main St C/O Atty David ShrairSpringfield, MA 01103

(413) 735-8000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-13732%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$6,080

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1571.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$164,307

No earlier filing loaded for comparison.

Net Assets

$164,307

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$387

No earlier filing loaded for comparison.

Expenses

$53,530

No earlier filing loaded for comparison.

Net Income

-$53,143

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2015: $164,307Liabilities 2015: $0Net Assets 2015: $164,3072015Assets 2016: $163,538Liabilities 2016: $0Net Assets 2016: $163,5382016Assets 2017: $164,155Liabilities 2017: $0Net Assets 2017: $164,1552017Assets 2018: $196,657Liabilities 2018: $0Net Assets 2018: $196,6572018Assets 2019: $169,267Liabilities 2019: $0Net Assets 2019: $169,2672019Assets 2020: $168,331Liabilities 2020: $0Net Assets 2020: $168,3312020Assets 2021: $168,702Liabilities 2021: $0Net Assets 2021: $168,7022021Assets 2022: $169,054Liabilities 2022: $0Net Assets 2022: $169,0542022Assets 2023: $91,974Liabilities 2023: $0Net Assets 2023: $91,9742023Assets 2024: $96,024Liabilities 2024: $0Net Assets 2024: $96,0242024

Highlighted filing

2015

Assets$164,307
Liabilities$0
Net Assets$164,307

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2015: $387Expenses 2015: $53,530Net Income 2015: -$53,1432015Revenue 2016: $1,241Expenses 2016: $2,010Net Income 2016: -$7692016Revenue 2017: $652Expenses 2017: $35Net Income 2017: $6172017Revenue 2018: $45,687Expenses 2018: $13,185Net Income 2018: $32,5022018Revenue 2019: $5,705Expenses 2019: $33,095Net Income 2019: -$27,3902019Revenue 2020: $614Expenses 2020: $1,550Net Income 2020: -$9362020Revenue 2021: $406Expenses 2021: $35Net Income 2021: $3712021Revenue 2022: $357Expenses 2022: $5Net Income 2022: $3522022Revenue 2023: $503Expenses 2023: $77,583Net Income 2023: -$77,0802023Revenue 2024: $5,335Expenses 2024: $1,285Net Income 2024: $4,0502024

Highlighted filing

2015

Revenue$387
Expenses$53,530
Net Income-$53,143
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$387
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

DescriptionGrantsExpenses
SPRINGFIELD PUBLIC SCHOOLSEQUIPMENT PURCHASES$42,102$42,102
SPRINGFIELD PUBLIC SCHOOLSTRAINING REIMBURSEMENT$5,105$5,105
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER SALERNOExecutive DirectorPT$0$6,080$6,080
DAVID CRUISEPresidentPT$0--
JOHN DAVISTreasurer-$0--
DAVID SHRAIRClerk-$0--
BOARD OF DIRECTORSAs Requested-$0--
Filing and Contact Details

Filer

Filer Name
Roger L Putnam Technical Fund
EIN
26-3769868
Phone
4137358000
Address
1380 MAIN ST C/O ATTY DAVID SHRAIR, SPRINGFIELD, MA 01103

Signing Officer

Name
David Cruise
Title
President
Phone
4137358000
Signed
2016-11-14
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 387.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: springfield public schools. Grantee address: 1300 state street springfield, ma 01109. Property description: equipment and software. Date of gift: various. Amount given: 42,102.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: filing fee. Amount: 35. Description: donation. Amount: 150. Total to form 990-ez, line 16: 185.

Raw XML Appendix166 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID CRUISE
IRS990EZ/BooksInCareOfDetail/PhoneNum04137551362
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0134 DAYTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001118
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID CRUISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID SHRAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER SALERNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AS REQUESTED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0185
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/PrintingPublicationsPostageAmt058
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPRINGFIELD PUBLIC SCHOOLSEQUIPMENT PURCHASES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPRINGFIELD PUBLIC SCHOOLSTRAINING REIMBURSEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042102
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15105
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042102
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15105
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053530
IRS990EZ/TotalProgramServiceExpensesAmt047207
IRS990EZ/TotalRevenueAmt0387
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt081500
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01220
IRS990ScheduleA/InvestmentIncomeCYPct00.00410
IRS990ScheduleA/InvestmentIncomePYPct00.00250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99750
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0387
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0298792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 387.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: SPRINGFIELD PUBLIC SCHOOLS. GRANTEE ADDRESS: 1300 STATE STREET SPRINGFIELD, MA 01109. PROPERTY DESCRIPTION: EQUIPMENT AND SOFTWARE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 42,102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FILING FEE. AMOUNT: 35. DESCRIPTION: DONATION. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 185.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CRUISE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04137358000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER L PUTNAM TECHNICAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0263769868
ReturnHeader/Filer/PhoneNum04137358000
ReturnHeader/Filer/USAddress/AddressLine1Txt01380 MAIN ST C/O ATTY DAVID SHRAIR
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001103
ReturnHeader/ReturnTs02016-11-14T13:07:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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