BRUNSWICK SENIOR RESOURCES INC

EIN: 010656674 501(c)(3) Human Services

SHALLOTTE, NC

Total Revenue
$5,843,598
Total Expenses
$6,169,872
Total Assets
$4,992,742
Net Assets
$3,820,703
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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
2002
Legal Domicile
NC
Principal Officer
DANIEL BRUNEAU
Phone
9107542300
Tax Period
2024-07-01 to 2025-06-30

BRUNSWICK SENIOR RESOURCES INC, founded in 2002, is a community nonprofit in the Human Services sector that reported $5.8M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

TO PROMOTE THE WELL-BEING AND ENHANCE THE QUALITY OF LIFE FOR ALL SENIOR ADULTS OF BRUNSWICK COUNTY, NORTH CAROLINA.

Program Service Accomplishments

Program 1
Expenses: $4,770,885 Revenue: $114,223

BSRI OPERATES MULTI-PURPOSE SENIOR CENTERS IN LELAND, SHALLOTTE, SOUTHPORT, SUPPLY, AND CALABASH, NC, AS WELL AS NUTRITION SITES SITUATED ACROSS THE COUNTY. THE ORGANIZATION'S ADMINISTRATIVE OFFICES...

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BSRI OPERATES MULTI-PURPOSE SENIOR CENTERS IN LELAND, SHALLOTTE, SOUTHPORT, SUPPLY, AND CALABASH, NC, AS WELL AS NUTRITION SITES SITUATED ACROSS THE COUNTY. THE ORGANIZATION'S ADMINISTRATIVE OFFICES ARE LOCATED IN SHALLOTTE.BSRI EXISTS TO PROMOTE THE WELL-BEING OF AND ENHANCE THE QUALITY OF LIFE FOR ALL SENIOR ADULTS, 60 YEARS OF AGE AND OLDER, IN BRUNSWICK COUNTY, NORTH CAROLINA. IT ADVOCATES FOR PROGRAMS AND DELIVERS SERVICES ENCOURAGING AND SUSTAINING INDEPENDENCE AND CONTINUED PARTICIPATION IN THE COMMUNITY. BRUNSWICK COUNTY HAS DESIGNATED BSRI AS ITS LEAD AGENCY FOR SENIOR SERVICES. CURRENT OPERATIONS ARE DIVERSE AND FALL UNDER THE BROAD CATEGORIES OF CONGREGATE NUTRITIONAL SERVICES, HOME-BOUND MEALS ON WHEELS, SENIOR CENTER AND SENIOR SITE OPERATIONS, CASE MANAGEMENT, IN-HOME AIDE SERVICES, AND GENERAL TRANSPORTATION.

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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 $5,460,334
Program Service Revenue $114,223
Investment Income $17,547
Other Revenue $251,494
TOTAL REVENUE $5,843,598

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,707,982
Fundraising Expenses $288,282
Program Expenses $4,770,885
Other Expenses $2,461,890
TOTAL EXPENSES $6,169,872

Year-over-Year Comparison

2024 2023 Change
Revenue $5,843,598 $7,567,288 -0.2%
Expenses $6,169,872 $5,954,871 +0.0%
Net Income $-326,274 $1,612,417 -1.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
103
Volunteers
515

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
5
$329,674
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL BRUNEAU CHAIRMAN 5.00
Officer Director
$0 $0 $0
JOY CASTEEN TREASURER 5.00
Officer Director
$0 $0 $0
MYONG JENSON SECRETARY/ASST. TREASURER 5.00
Officer Director
$0 $0 $0
JOHN INGRAHAM DIRECTOR 1.00
Director
$0 $0 $0
JOYCE LOWRIMORE DIRECTOR 1.00
Director
$0 $0 $0
JUSTIN LOVIN DIRECTOR 1.00
Director
$0 $0 $0
JAMES M FISH PRESIDENT & CEO 40.00
Officer
$167,249 $23,142 $190,391
LINDSAY COOLEY CFO 40.00
Officer
$119,465 $19,818 $139,283
YVETTE GOSLINE COO 40.00
Highest
$139,619 $20,274 $159,893
JENNIFER SHERMAN CHIEF COMPLIANCE OFFICER 40.00
Highest
$101,741 $19,613 $121,354
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 $5,843,598 $6,169,872 $4,992,742 $-326,274
2024 No data No data No data No data
2023 $5,480,232 $5,585,892 $3,478,959 $-105,660
2022 $5,128,096 $4,986,598 $2,947,103 $141,498
2021 $4,898,758 $4,046,165 $2,726,723 $852,593
2020 $4,487,457 $4,431,252 $2,063,092 $56,205
2019 $4,112,221 $4,036,176 $1,915,939 $76,045
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