MARY J BRUMMER TRUST %MELISA GRIFFITH TRUST OFFICERPSB (EIN 207016175) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Phone

6187832321

Tax Period

2025-01-01 to 2025-12-31

Mary J Brummer Trust, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $128K in total revenue in fiscal year 2018. The organization ran a surplus of $46K, a strong 36% operating margin.

Mission

THE SOLE PURPOSE OF THE MEARL AND LAURA KINSEL, LEO AND MARY BRUMMER MEMORIAL TRUST IS TO PROVIDE INCOME TO ST. THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH OF NEWTON, ILLINOIS, TO BE EXPENDED FOR THE BENEFIT OF THE INDIVIDUAL PARISH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $171,997

Other Revenue $0

TOTAL REVENUE $171,997

Expense Breakdown

Grants Paid $68,609

Salaries & Benefits $13,184

Fundraising Expenses $0

Program Expenses $68,609

Other Expenses $11,407

TOTAL EXPENSES $93,200

Year-over-Year Comparison

	2025	2024	Change
Revenue	$171,997	$242,586	-0.3%
Expenses	$93,200	$100,706	-0.1%
Net Income	$78,797	$141,880	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUST OFFICE	5.00		$13,184	$0	$13,184

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	$171,997	$93,200	$3,001,889	$78,797
2024	$242,586	$100,706	$2,677,356	$141,880
2023	$37,575	$88,135	$2,568,698	$-50,560
2022	$105,366	$85,171	$2,424,272	$20,195
2021	$145,498	$78,443	$2,818,945	$67,055
2020	$104,623	$79,289	$2,635,992	$25,334
2019	$104,522	$81,694	$2,499,113	$22,828
2018	$128,078	$81,721	$2,204,879	$46,357

MARY J BRUMMER TRUST %MELISA GRIFFITH TRUST OFFICERPSB