Civic Intelligence

Roger L Putnam Technical Fund Inc.

990EZ • Fiscal year 2016 • EIN 26-3769868

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-62%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

221%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$163,538

Down $769 (-0.5%) from 2015

Net Assets

Down

$163,538

Down $769 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,241

Up $854 (+221%) from 2015

Expenses

Down

$2,010

Down $51,520 (-96%) from 2015

Net Income

Up

-$769

Up $52,374 (+99%) from 2015

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

2016

Assets$163,538
Liabilities$0
Net Assets$163,538

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

2016

Revenue$1,241
Expenses$2,010
Net Income-$769
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$1,241
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 SCHOOLSSTUDENT SAVINGS ACCOUNT MATCH$590$590
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DREW DAVISDirector (Effective 12/5/16)-$0--
ANDREW T HENSHONDirector (Effective 12/5/16)-$0--
EDWARD NUNEZDirector-$0--
CLEVELAND BURTONDirector-$0--
GEORGE JOHNSONDirector-$0--
BARBARA MORINDirector (Through 9/1/16)-$0--
BEN GARVEYDirector-$0--
MICHAEL MORANDirector (Through 9/1/16)-$0--
DANIEL WARWICKDirector-$0--
JAMES T KRUPIENSKIDirector-$0--
EDWARD NUNEZPresident (Effective 9/11/17)PT$0--
JOHN DAVISTreasurer-$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
Edward Nunez
Title
President
Phone
4137358000
Signed
2017-11-14
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: 651.

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

Activity classification: . Grantee name: freedom credit union. Grantee address: 1976 main st springfield, ma 01103. Grantee relationship: financial partner. Property description: matching cash funds. Date of gift: 01/15/16. Amount given: 590.

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

Description: filing fee. Amount: 35. Description: donation. Amount: 100. Total to form 990-ez, line 16: 135.

Raw XML Appendix221 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/BooksInCareOfDetail/PhoneNum04135055887
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DREW DAVIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIEL WARWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAMES T KRUPIENSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10EDWARD NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOHN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR (EFFECTIVE 12/5/16)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR (EFFECTIVE 12/5/16)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR (THROUGH 9/1/16)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR (THROUGH 9/1/16)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT (EFFECTIVE 9/11/17)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0135
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPRINGFIELD PUBLIC SCHOOLSSTUDENT SAVINGS ACCOUNT MATCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0590
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0590
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02010
IRS990EZ/TotalProgramServiceExpensesAmt0590
IRS990EZ/TotalRevenueAmt01241
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: FREEDOM CREDIT UNION. GRANTEE ADDRESS: 1976 MAIN ST SPRINGFIELD, MA 01103. GRANTEE RELATIONSHIP: FINANCIAL PARTNER. PROPERTY DESCRIPTION: MATCHING CASH FUNDS. DATE OF GIFT: 01/15/16. AMOUNT GIVEN: 590.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FILING FEE. AMOUNT: 35. DESCRIPTION: DONATION. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 135.
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/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD NUNEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04137358000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DC4CDBFB84A0667A253E32C1E05BA376D95829F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BBA292ED9B34A731D61354639A49DB9CABA9B232
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.134.109
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:19:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042713795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEYERS BROTHERS KALICKA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 WHITNEY AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135368510
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES T KRUPIENSKI
ReturnHeader/ReturnTs02017-11-15T14:16:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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