Civic Intelligence

Plenitude Investments Inc

EIN 84-3174525 • 501(c)2 • Indianapolis, IN

Profile

To operate and maintain investments solely for the benefit of alpha tau omega fraternity inc.

333 North Alabama Street No 220Indianapolis, IN 46204

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.79x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Source year 2024

Net Margin

76th percentile

71%

Higher net margin than 76% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$333,388

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 92.6% of source-year revenue.

501(c)2 • $5M-$10M nonprofits • Source year 2024

Asset Growth

83rd percentile

9.9%

Faster asset growth than 83% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-0.8%

Faster revenue growth than 36% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$8,872,134

Up $623,438 (+7.6%) from 2022

Liabilities

Down

$287,944

Down $574,179 (-67%) from 2022

Net Assets

Up

$8,584,190

Up $1,197,617 (+16%) from 2022

Operations
Liabilities / Revenue44th percentileNet Margin76th percentile

Revenue

Down

$363,044

Down $430,546 (-54%) from 2022

Expenses

Down

$88,852

Down $464,450 (-84%) from 2022

Net Income

Up

$274,192

Up $33,904 (+14%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2020: $7,658,130Liabilities 2020: $1,244,726Net Assets 2020: $6,413,4042020Assets 2021: $9,398,036Liabilities 2021: $1,042,602Net Assets 2021: $8,355,4342021Assets 2022: $8,248,696Liabilities 2022: $862,123Net Assets 2022: $7,386,5732022Assets 2023: $8,872,134Liabilities 2023: $287,944Net Assets 2023: $8,584,1902023

Highlighted filing

2023

Assets$8,872,134
Liabilities$287,944
Net Assets$8,584,190
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $405,630Expenses 2020: $529,155Net Income 2020: -$123,5252020Revenue 2021: $461,324Expenses 2021: $132,637Net Income 2021: $328,6872021Revenue 2022: $793,590Expenses 2022: $553,302Net Income 2022: $240,2882022Revenue 2023: $363,044Expenses 2023: $88,852Net Income 2023: $274,1922023

Highlighted filing

2023

Revenue$363,044
Expenses$88,852
Net Income$274,192
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$8,872,134
Liabilities
$287,944
Net assets
$8,584,190
Revenue
$363,044
Expenses
$88,852
Net income
$274,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.87$0.29$8.58$0.36$0.09$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$0.86$7.39$0.79$0.55$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$1.04$8.36$0.46$0.13$0.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$1.24$6.41$0.41$0.53$0.12
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Sep 5, 2019 to Aug 31, 2020
Signed
Feb 27, 2021
Return Version
2019v5.2
Gross Receipts
$850,191
Mission and Program Overview

Mission

To operate and maintain investments solely for the benefit of alpha tau omega fraternity inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$6,360,518-
Investments Program Related-$223,865-
Total Assets$0$7,658,130▲ $7,658,130
Other Assets Total$0$1,073,747▲ $1,073,747
Liabilities
Mortgage Notes Payable Secured by Investment Property-$600,000-
Accounts Payable and Accrued Expenses-$495,023-
Other Liabilities$0$149,703▲ $149,703
Total Liabilities$0$1,244,726▲ $1,244,726
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$6,413,404-
Total Net Assets Fund Balance$0$6,413,404▲ $6,413,404
Total Liabilities and Net Assets / Fund Balance$0$7,658,130▲ $7,658,130

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,073,747--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Wynn R SmileyPresident
Austin PenningtonDirector
Gavin ChinnDirector
John HixonDirector
Spencer CapertonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$405,630
Other Revenue
$0
Change in Net Assets
$-123,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$405,356
Revenue Not Reported on Financial Statements
$274
Revenue Not Reported on Form 990
$273,227
Other Revenue Adjustments
$274
Total Revenue per Audited Statements
$678,583
Total Revenue per Form 990
$405,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$529,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$528,881
Fees for Service Investment Mgmnt Fees---$274
Total Functional Expenses$0$0$0$529,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$529,155
Expenses per Audited Statements$528,881
Total Expenses per Audited Statements$528,881
Expenses Not Reported on Financial Statements$274
Other Expense Adjustments$274
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Alpha Tau Omega Fraternity, Inc$149,703
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Alpha tau omega fraternity's general assembly votes on annual election of the board of directors. These individuals do not have rights to receive distributions of income or assets of the organization.”

Form 990, Part VI, Section B, Line 11B

“Plenitude investments recieves and reviews a copy of form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board of directors and management of alpha tau omega fraternity must disclose at least annually any actual and potential conflicts of interest. All actual and potential conflicts are promptly addressed on a case-by-case basis as necessary.”

Form 990, Part VI, Section C, Line 19

“Plenitude investments inc makes its governing documents available to interested parties upon written request.”

Filing and Contact Details

Filer

Filer Name
Plenitude Investments Inc
EIN
84-3174525
Phone
3176841865
Address
333 NORTH ALABAMA STREET NO 220, INDIANAPOLIS, IN 46204

Signing Officer

Name
Wynn Smiley
Title
President
Phone
3176841865
Signed
2021-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wynn Smiley
Formed
2019
Legal Domicile
In
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Kemper CPA Group Llp
Address
722 GRAND AVENUE, CONNERSVILLE, IN 47331
Preparer
Jeremiah S Church CPA
Phone
7658254181
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

“Plenitude investments inc is filing a consolidated form 990-t with its parent-exempt organization, alpha tau omega fraternity inc.”

FORM 990, PART XI, LINE 9:

“Equity contribution from alpha tau omega fraternity inc (37-0152140) 6,438,162. Equity distribution to alpha tau omega fraternity inc (37-0152140) -174,460.”

FORM 990, PART XII, LINE 2C:

“Alpha tau omega fraternity (plenitude investments inc controlling entity) has an audit committee that assumes responsibility for overseeing the audit of plenitude investments inc and selecting its independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization files tax returns in the u.s. Federal and state of indiana tax jurisdictions. Currently, the organization is subject to u.s. Federal and state examinations by tax authorities for all years since inception. The organization has evaluated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting standards.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment fees netted with investment income 274.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment fees netted with investment income 274.”

Raw XML Appendix385 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0495023
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO OPERATE AND MAINTAIN INVESTMENTS SOLELY FOR THE BENEFIT OF ALPHA TAU OMEGA FRATERNITY INC.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WYNN R SMILEY
IRS990/BooksInCareOfDetail/PhoneNum03176841865
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 NORTH ALABAMA STREET SUITE 220
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046204
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0405630
IRS990/CYOtherExpensesAmt0529155
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-123525
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0529155
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0405630
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PLENITUDE INVESTMENTS INC HAS AN INVESTMENT INTEREST IN AN INTER-FRATERNITY CAPTIVE MUTUAL RE-INSURANCE COMPANY, FRMT, LTD., THROUGH WHICH IT HAS THIRD PARTY LIABILITY INSURANCE COVERAGE. THE RISK MANAGEMENT PROGRAM IS FOR THE SOLE BENEFIT OF ALPHA TAU OMEGA FRATERNITY INC.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0528881
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0274
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0WYNN R SMILEY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN HIXON
IRS990/Form990PartVIISectionAGrp/PersonNm2GAVIN CHINN
IRS990/Form990PartVIISectionAGrp/PersonNm3AUSTIN PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm4SPENCER CAPERTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0294954
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd00
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt054545
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0499106
IRS990/GrossReceiptsAmt0850191
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt0528881
IRS990/InvestmentIncomeGrp/ExclusionAmt0349811
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0351085
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01274
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0223865
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06360518
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0444561
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE AND MAINTAIN INVESTMENTS SOLELY FOR THE BENEFIT OF ALPHA TAU OMEGA FRATERNITY INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0600000
IRS990/NetAssetsOrFundBalancesEOYAmt06413404
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt054545
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054545
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0273227
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06413404
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01073747
IRS990/OtherChangesInNetAssetsAmt06263702
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0149703
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WYNN SMILEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-123525
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0274
IRS990ScheduleD/ExpensesSubtotalAmt0528881
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0273227
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01073747
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM ATO OPERATIONS, LLC
IRS990ScheduleD/OtherExpensesNotIncludedAmt0274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0149703
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ALPHA TAU OMEGA FRATERNITY, INC
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0274
IRS990ScheduleD/RevenueNotReportedAmt0273227
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0274
IRS990ScheduleD/RevenueSubtotalAmt0405356
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE OF INDIANA TAX JURISDICTIONS. CURRENTLY, THE ORGANIZATION IS SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR ALL YEARS SINCE INCEPTION. THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING STANDARDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES NETTED WITH INVESTMENT INCOME 274.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES NETTED WITH INVESTMENT INCOME 274.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01073747
IRS990ScheduleD/TotalExpensesPerForm990Amt0529155
IRS990ScheduleD/TotalLiabilityAmt0149703
IRS990ScheduleD/TotalRevenuePerForm990Amt0405630
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0678583
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0528881
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt075000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0195954
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt024000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WYNN R SMILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0294954
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OF THE RELATED PARTY REVIEW THE COMPENSATION OF THE CEO AND DETERMINES ANNUAL SALARY ADJUSTMENTS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PLENITUDE INVESTMENTS INC IS FILING A CONSOLIDATED FORM 990-T WITH ITS PARENT-EXEMPT ORGANIZATION, ALPHA TAU OMEGA FRATERNITY INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALPHA TAU OMEGA FRATERNITY'S GENERAL ASSEMBLY VOTES ON ANNUAL ELECTION OF THE BOARD OF DIRECTORS. THESE INDIVIDUALS DO NOT HAVE RIGHTS TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLENITUDE INVESTMENTS RECIEVES AND REVIEWS A COPY OF FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS AND MANAGEMENT OF ALPHA TAU OMEGA FRATERNITY MUST DISCLOSE AT LEAST ANNUALLY ANY ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. ALL ACTUAL AND POTENTIAL CONFLICTS ARE PROMPTLY ADDRESSED ON A CASE-BY-CASE BASIS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLENITUDE INVESTMENTS INC MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUITY CONTRIBUTION FROM ALPHA TAU OMEGA FRATERNITY INC (37-0152140) 6,438,162. EQUITY DISTRIBUTION TO ALPHA TAU OMEGA FRATERNITY INC (37-0152140) -174,460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALPHA TAU OMEGA FRATERNITY (PLENITUDE INVESTMENTS INC CONTROLLING ENTITY) HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF PLENITUDE INVESTMENTS INC AND SELECTING ITS INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ALPHA TAU OMEGA FRATERNITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1ALPHA TAU OMEGA FRATERNITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALPHA TAU OMEGA FRATERNITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ATO OPERATIONS LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ALPHA TAU OMEGA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3RICHMOND PROPERTY GROUP LTD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370152140
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1843303119
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2237154214
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3352157002
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROMOTE AND CULTIVATE SOCIAL INTERACTION, EDUCATION, AND DEVELOPMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1OPERATIONAL ENTITY FOR ALPHA TAU OMEGA FRATERNITY, INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2EDUCATIONAL GRANTS, SCHOLARSHIPS, AND PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3MAINTENANCE OF COLLEGIATE, FRATERNAL HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0333 N ALABAMA ST SUITE 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1333 N ALABAMA ST SUITE 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2333 N ALABAMA ST SUITE 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3333 N ALABAMA ST SUITE 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDIANPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1INDIANPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2INDIANPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3INDIANPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046204
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd146204
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd246204
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd346204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0149703
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16438162
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt28335860
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ANNUAL INCOME DISTRIBUTIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CAPITAL CONTRIBUTION
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2LOAN GUARANTEE OBLIGATIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ALPHA TAU OMEGA FRATERNITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ALPHA TAU OMEGA FRATERNITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2RICHMOND PROPERTY GROUP LTD
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt07658130
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt07658130
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529155
IRS990/TotalGrossUBIAmt01274
IRS990/TotalLiabilitiesEOYAmt01244726
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01244726
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06413404
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0528881
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0349811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054545
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0405630
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01274
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07658130
IRS990/TotReportableCompRltdOrgAmt0294954
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 NORTH ALABAMA STREET NO 220
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046204
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WYNN SMILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03176841865
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLENITUDE INVESTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0PLEN
ReturnHeader/Filer/EIN0843174525
ReturnHeader/Filer/PhoneNum03176841865
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 NORTH ALABAMA STREET NO 220
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0722 GRAND AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONNERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047331
ReturnHeader/PreparerPersonGrp/PhoneNum07658254181
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMIAH S CHURCH CPA
ReturnHeader/ReturnTs02021-03-01T15:45:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-05
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.