PLENITUDE INVESTMENTS INC (EIN 843174525) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

WYNN SMILEY

Phone

3176841865

Tax Period

2024-09-01 to 2025-08-31

PLENITUDE INVESTMENTS INC, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $914K in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. Expenses of $797K left a modest 13% surplus.

Mission

TO OPERATE AND MAINTAIN INVESTMENTS SOLELY FOR THE BENEFIT OF ALPHA TAU OMEGA FRATERNITY INC.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $914,118

Other Revenue $0

TOTAL REVENUE $914,118

Expense Breakdown

Grants Paid $659,557

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $796,887

Other Expenses $137,330

TOTAL EXPENSES $796,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	$914,118	$360,085	+1.5%
Expenses	$796,887	$103,542	+6.7%
Net Income	$117,231	$256,543	-0.5%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$342,720

Total Directors

$342,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WYNN R SMILEY	PRESIDENT	5.00	Officer Director	$0	$0	$342,720
RYAN MAHONEY	DIRECTOR	1.00	Director	$0	$0	$0
GAVIN CHINN	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN PENNINGTON	DIRECTOR	1.00	Director	$0	$0	$0
BOB MCKENNEY	DIRECTOR	1.00	Director	$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	$914,118	$796,887	$10,287,224	$117,231
2024	$360,085	$103,542	$9,750,137	$256,543
2023	$363,044	$88,852	$8,872,134	$274,192
2022	$793,590	$553,302	$8,248,696	$240,288
2021	$461,324	$132,637	$9,398,036	$328,687
2020	$405,630	$529,155	$7,658,130	$-123,525

PLENITUDE INVESTMENTS INC