PLENITUDE INVESTMENTS INC

EIN: 843174525 Community Improvement

INDIANAPOLIS, IN

Total Revenue
$914,118
Total Expenses
$796,887
Total Assets
$10,287,224
Net Assets
$10,170,748
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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
IN
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.

Program Service Accomplishments

Program 1
Expenses: $796,887

PLENITUDE 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...

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PLENITUDE 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.

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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%)

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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

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Governance

Voting Members
5
Independent Members
4
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
1
$342,720
Total Directors
5
$342,720
Key Employees
0
$0
Highest Compensated
0
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
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