BRUNSWICK SENIOR RESOURCES INC (EIN 010656674) - 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

2002

Legal Domicile

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.

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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 $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

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

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

$329,674

Total Directors

Key Employees

Highest Compensated

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

BRUNSWICK SENIOR RESOURCES INC