Brunswick Transition Trust (EIN 367212028) - 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

1997

Legal Domicile

Principal Officer

Amy Wenz

Phone

9203936758

Tax Period

2025-01-01 to 2025-12-31

Brunswick Transition Trust, founded in 1997, is a community nonprofit in the Mutual Benefit sector that reported $1.8M in total revenue in fiscal year 2020. Revenue fell 54% from the prior year — a significant decline worth monitoring.

Mission

The Trust's mission is to provide supplemental unemployment benefits to employees of Brunswick Corp and Subs. 34 employees were involuntarily separated.

🔒

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 $1,209,606

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,209,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,209,606

Other Expenses $20,979

TOTAL EXPENSES $1,209,606

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,209,606	$2,206,068	-0.5%
Expenses	$1,209,606	$2,206,068	-0.5%
Net Income	$0	N/A	N/A

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	Role	Reportable Comp	Other Comp	Total
Jill Wrobel	Trustee	Director	$0	$0	$0
Chris Dekker	Trustee	Director	$0	$0	$0
Randy Altman	Trustee	Director	$0	$0	$0
Amy Wenz	Trustee	Director	$0	$0	$0

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	$1,209,606	$1,209,606	$638	No data
2024	$2,206,068	$2,206,068	$620	No data
2023	$1,110,907	$1,110,907	$849	No data
2022	$609,510	$609,510	No data	No data
2021	$361,502	$361,502	$849	No data
2020	$1,761,760	$1,761,760	$849	No data

Brunswick Transition Trust