MARJORIE M BRINGE CHARITABLE TRUST

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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

1994

Legal Domicile

Principal Officer

DAVID A VAN DE WATER

Phone

9204577737

Tax Period

2024-01-01 to 2024-12-31

MARJORIE M BRINGE CHARITABLE TRUST, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $337K, a strong 32% operating margin.

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS

Program Service Accomplishments

Program 1

Expenses: $350,331 Revenue: $500,000

SHEBOYGAN NORTH HIGH SCHOOL 1042 SCHOOL AVENUE SHEBOYGAN, WI 53083 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES

Program 2

Expenses: $352,831 Revenue: $550,879

SHEBOYGAN SOUTH HIGH SCHOOL 3128 SOUTH 12TH STREET SHEBOYGAN, WI 53081 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES

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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 $0

Program Service Revenue $0

Investment Income $1,050,879

Other Revenue $0

TOTAL REVENUE $1,050,879

Expense Breakdown

Grants Paid $602,500

Salaries & Benefits $109,001

Fundraising Expenses $0

Program Expenses $703,162

Other Expenses $1,942

TOTAL EXPENSES $713,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,050,879	$893,882	+0.2%
Expenses	$713,443	$666,801	+0.1%
Net Income	$337,436	$227,081	+0.5%

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

N/A

Employees

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

$100,662

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID A VAN DE WATER	TRUSTEE	40.00	Director	$100,662	$0	$100,662
LORNA VAN DE WATER	TRUSTEE	N/A	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
2024	$1,050,879	$713,443	$20,520,932	$337,436
2023	$893,882	$666,801	$20,135,377	$227,081
2022	$783,418	$653,286	$19,918,734	$130,132
2021	$826,055	$660,369	$19,792,176	$165,686
2020	$500,054	$598,270	$19,620,210	$-98,216
2019	$681,486	$621,987	$19,849,432	$59,499
2018	$871,880	$669,507	$15,560,329	$202,373