Mary J Brummer Trust %Melisa Griffith Trust Officerpsb

Nonprofit profile at a glance

EIN
207016175
IRS 990 coverage
2011–2025
Forms available
Form 990 2025
Location
Newton, IL, USA
Phone
6187832321
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Private Grantmaking Foundations
Affiliation
Christianity

Reported finances

Revenue
$171,997
Expenses
$93,200
Assets
$3,001,889
Liabilities
$24,121

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

1 person listed

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mary j. Brummer trust u/a 8/26/05 d/b/a mearl and laura kinsel, leo and mary brummer memorial trust was established under the declaration of trust of mary j. Brummer dated august 26, 2005. It became operative upon the death of mary j. Brummer on august 1, 2006. 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.

What it reported doing in 2025

The mary j. Brummer trust u/a 8/26/05 d/b/a mearl and laura kinsel, leo and mary brummer memorial trust distributed grants to st. Thomas the apostle roman catholic church of newton, Illinois, for the charitable uses and purposes of the individual parish, including, but not limited to, general financial support of st. Thomas the apostle roman catholic church.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 93
  • Accountability: 86
  • Sustainability: 78
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.9%; rating input score 88
  • Program expense ratio: 73.6%; rating input score 74
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 45.8%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 32.21; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 41; 41st percentile among comparable filings
  • Officer compensation ratio: 14.1%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: 2.9% per year; rating input score 100; 41st percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 43rd percentile among comparable filings
  • Asset growth: 3% per year; rating input score 100; 35th percentile among comparable filings

Details

  • Where the money goes: 87.9% of revenue deployed · 73.6% of spending went to programs
  • Governance: 1 of 1 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $69K in reported program spending
  • Leadership: top reported pay $13K · 1 people listed
  • Consistency: 16 of 16 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 15 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Sustainability: Officer compensation ratio scored 24/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 41/100.