J BRUCE BROLSMA EDUCATIONAL TRUST (EIN 426600774) - 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

2000

Legal Domicile

Principal Officer

ROBERT L HORAK

Phone

5153864166

Tax Period

2025-01-01 to 2025-12-31

J BRUCE BROLSMA EDUCATIONAL TRUST, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $33K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $29K left a modest 12% surplus.

Mission

COLLEGE SCHOLARSHIPS FOR GRADUATES OF WOODWARD-GRANGER HIGH SCHOOL

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $32,657

Other Revenue $0

TOTAL REVENUE $32,657

Expense Breakdown

Grants Paid $25,788

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,910

TOTAL EXPENSES $28,698

Year-over-Year Comparison

	2025	2024	Change
Revenue	$32,657	$26,532	+0.2%
Expenses	$28,698	$19,798	+0.4%
Net Income	$3,959	$6,734	-0.4%

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

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

$8,000

Key Employees

$883

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT L HORAK	CO-TRUSTEE	1	Director	$0	$2,000	$2,000
CINDY RUSSELL	CO-TRUSTEE	1	Director	$0	$2,000	$2,000
ASHLEY BRANDT	CO-TRUSTEE	1	Director	$0	$2,000	$2,000
MARK LANE	CO-TRUSTEE	1	Director	$0	$2,000	$2,000
BRANDE MILOSEVICH	SECRETARY	1	Key Emp Highest	$0	$883	$883

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	$32,657	$28,698	$760,322	$3,959
2024	No data	No data	No data	No data
2023	$26,901	$28,156	$745,021	$-1,255
2022	$23,867	$45,539	$716,229	$-21,672
2021	$63,838	$68,004	$842,909	$-4,166
2020	$66,751	$42,769	$831,325	$23,982
2019	$25,328	$48,656	$810,773	$-23,328
2018	$46,132	$31,741	$747,375	$14,391

J BRUCE BROLSMA EDUCATIONAL TRUST