SMITHPLETCHER HOME ASSOCIATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

DAVID PUTNAM

Phone

8148839112

Tax Period

2024-11-01 to 2025-10-31

SMITHPLETCHER HOME ASSOCIATION, founded in 1947, is a micro nonprofit that reported $95K in total revenue in fiscal year 2024. Revenue fell 174% from the prior year — a significant decline worth monitoring.

Mission

TO SUPPORT TAX EXEMPT AMERICAN LEGION POST 779 THROUGH PAYMENT OF OCCUPANCEY EXPENSES AND CLUB RELATED ACTIVITIES.

Program Service Accomplishments

Program 1

PAID OCCUPANCY EXPENSES ON BEHALF OF TAX EXEMPT AMERICAN LEGION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $100,000

Other Revenue $-195,044

TOTAL REVENUE $-95,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-95,044	$128,255	-1.7%
Expenses	N/A	N/A	N/A
Net Income	N/A	$128,255	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
GARY WAY	PRESIDENT	Officer	$0	$0	$0
CHARLES A NORRIS	VICE PRESIDENT	Officer	$0	$0	$0
VAN JODON	SECRETARY	Officer	$0	$0	$0
DAVID PUTNAM	TREASURER	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$-95,044	No data	$2,157,606	No data
2024	$128,255	No data	$2,175,206	No data
2023	$7,596	No data	$1,858,145	No data
2021	$22,176	$19,779	$1,916,276	$2,397
2019	$47,234	$19,841	$1,764,392	$27,393
2018	$71,019	$71,271	$1,600,949	$-252