Skip to main content

Nonprofit · EIN 84-3174525

PLENITUDE INVESTMENTS INC

Tax-exempt · INDIANAPOLIS, IN 46204

Financials

$363K$89K2022$360K$104K2023$914K$797K2024
Revenue Expenses · by fiscal year end
Financials of PLENITUDE INVESTMENTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$914,118$796,887$117,231$10,287,224$116,476$10,170,748
August 31, 2024990$360,085$103,542$256,543$9,750,137$285,093$9,465,044
August 31, 2023990$363,044$88,852$274,192$8,872,134$287,944$8,584,190
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$914,118
Net gain from sales of assets
$27,682
Other revenue
$0

Expenses

Grants and similar amounts paid
$659,557
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,890

Balance sheet and other

Total assets, start of year
$9,750,137
Total assets, end of year
$10,287,224
Total liabilities, end of year
$116,476
Net assets, end of year
$10,170,748
Publicly traded securities
$10,063,359
Net assets without donor restrictions
$10,170,748
Gross unrelated business income
$27,766
Gross receipts
$1,664,372
Employees
0
Volunteers
0
Year formed
2019
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
WYNN R SMILEYPRESIDENT
Trustee or director, Officer
5$0$342,720
RYAN MAHONEYDIRECTOR
Trustee or director
1$0$0
GAVIN CHINNDIRECTOR
Trustee or director
1$0$0
AUSTIN PENNINGTONDIRECTOR
Trustee or director
1$0$0
BOB MCKENNEYDIRECTOR
Trustee or director
1$0$0
990 for the year ended August 31, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgs
WYNN R SMILEYPRESIDENT
Trustee or director, Officer
5$0$333,388
RYAN MAHONEYDIRECTOR
Trustee or director
1$0$0
GAVIN CHINNDIRECTOR
Trustee or director
1$0$0
AUSTIN PENNINGTONDIRECTOR
Trustee or director
1$0$0
SPENCER CAPERTONDIRECTOR
Trustee or director
1$0$0
BOB MCKENNEYDIRECTOR
Trustee or director
1$0$0
990 for the year ended August 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgs
WYNN R SMILEYPRESIDENT
Trustee or director, Officer
5$0$349,100
RYAN MAHONEYDIRECTOR
Trustee or director
1$0$0
GAVIN CHINNDIRECTOR
Trustee or director
1$0$0
AUSTIN PENNINGTONDIRECTOR
Trustee or director
1$0$0
SPENCER CAPERTONDIRECTOR
Trustee or director
1$0$0
BOB MCKENNEYDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
333 N ALABAMA ST STE 220, INDIANAPOLIS, IN 46204-2151
Principal officer (990 for 2024)
WYNN SMILEY, 333 NORTH ALABAMA STREET 220, INDIANAPOLIS, IN 46204
Signed the 990
WYNN SMILEY, PRESIDENT
Phone
(317) 684-1865
Return prepared by
KEMPER CPA GROUP LLP

Mission

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

990 for the year ended August 31, 2025

Program accomplishments

  • 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.
    Expenses $796,887 · grants $659,557

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
84-3174525
Tax-exempt status
501(c)(2): Title-holding corporation
Donations deductible
No
Exempt since
2020
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,287,224
Income (IRS master file)
$1,664,372

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$914,118$796,887$10,287,224IRS
990August 2024$360,085$103,542$9,750,137XML
990August 2023$363,044$88,852$8,872,134XML
990August 2022$793,590$553,302$8,248,696IRS
990August 2021–––IRS
990August 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-3174525).

Questions about PLENITUDE INVESTMENTS INC

What is the EIN of PLENITUDE INVESTMENTS INC?
The employer identification number (EIN) of PLENITUDE INVESTMENTS INC is 84-3174525.
Is PLENITUDE INVESTMENTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2020.
Are donations to PLENITUDE INVESTMENTS INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLENITUDE INVESTMENTS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PLENITUDE INVESTMENTS INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PLENITUDE INVESTMENTS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of PLENITUDE INVESTMENTS INC?
The 990 for the year ended August 31, 2025 names WYNN SMILEY.
Who are the officers and directors of PLENITUDE INVESTMENTS INC?
The 990 for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PLENITUDE INVESTMENTS INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $914,118, expenses of $796,887 and total assets of $10,287,224 at year end.

Other nonprofits in INDIANAPOLIS

All nonprofits in INDIANAPOLIS · Indiana · Community improvement and capacity building