Roger L Putnam Technical Fund

Nonprofit profile at a glance

EIN
263769868
IRS 990-EZ coverage
2015–2025
Forms available
Form 990-EZ 2025
Location
Longmeadow, MA, USA
Phone
4137358000
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$320
Expenses
$39,690
Assets
$56,654
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • EDWARD NUNEZ (PRESIDENT,INT. TREASURER E)

People named in this filing

  • DREW DAVIS (DIRECTOR)
  • ANDREW T HENSHON (DIRECTOR)
  • DAVID CRUISE (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

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.

What it reported doing in 2025

The board meets to discuss the needs of the roger putnam vocational technical academy and its students. This includes discussion of any financial needs, as well as support relative to internship and mentoring relationships and special projects.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 82
  • Sustainability: 32
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -12,303.1%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 1.43; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 18% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: -11.3% per year; rating input score 0; 23rd percentile among comparable filings
  • Asset growth: -7% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 1/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.