2024-04-30T12:25:32-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2022-07-01 061265383 MARY BUEL MEMORIAL INC MARY 8605679423 PO BOX 161 LITCHFIELD CT 06759 FREDERICK F JUDD III CHAIR 8605679423 2024-04-30 1 FREDERICK JUDD III 999009999 0 MARY KAY CURTISS P01551484 8605614000 2024-04-30 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL REZENDE PO BOX 161 LITCHFIELD CT 06759 0 0 X CTJUNIORREPUBLIC.ORG X 1989 CT MARY BUEL MEMORIAL, INCORPORATED IS A CT NON-STOCK MEMBERSHIP CORPORATION ORGANIZED EXCLUSIVELY TO BENEFIT, PERFORM THE FUNCTIONS OF, CARRY OUT THE PURPOSES OF, AND UPHOLD, PROMOTE AND FURTHER THE WELFARE, PROGRAMS AND ACTIVITIES OF CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED. MARY BUEL MEMORIAL, INCORPORATED PROVIDES OVERALL DIRECTION AND CONTROL OVER CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED, CJR FUND, INC. AND BUEL REAL ESTATE, INC. WHICH ARE A RELATED GROUP OF NOT-FOR-PROFIT CORPORATIONS FORMED TO BENEFIT AND ASSIST IN THE MISSION AND PURPOSES OF CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATION. MARY BUEL MEMORIAL HAS BEEN GRANTED INCOME TAX EXEMPTION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). 11 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 599 599 0 0 599 599 X SEE SCHEDULE OMARY BUEL MEMORIAL, INCORPORATED IS A CT NON-STOCK MEMBERSHIP CORPORATION ORGANIZED EXCLUSIVELY TO BENEFIT, PERFORM THE FUNCTIONS OF, CARRY OUT THE PURPOSES OF, AND UPHOLD, PROMOTE AND FURTHER THE WELFARE, PROGRAMS AND ACTIVITIES OF CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED. MARY BUEL MEMORIAL, INCORPORATED PROVIDES OVERALL DIRECTION AND CONTROL OVER CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED, CJR FUND, INC. AND BUEL REAL ESTATE, INC. WHICH ARE A RELATED GROUP OF NOT-FOR-PROFIT CORPORATIONS FORMED TO BENEFIT AND ASSIST IN THE MISSION AND PURPOSES OF CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATION. MARY BUEL MEMORIAL HAS BEEN GRANTED INCOME TAX EXEMPTION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). 0 0 TO PROMOTE THE WELFARE PROGRAMS AND ACTIVITIES OF CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INC. WHICH SHALL BE EXCLUSIVELY CHARITABLE, SCIENTIFIC AND EDUCATIONAL WITHIN THE MEANING OF SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. N/A N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X PATRICIA SHISHKOV 8605679426 550 GOSHEN ROAD LITCHFIELD CT 06759 FREDERICK F JUDD III CHAIR 2.00 0.00 X X 0 0 0 JAMES K ROBERTSON JR VICE CHAIR 2.00 0.00 X X 0 0 0 DEBORAH LAVIERO SECRETARY 2.00 0.00 X X 0 0 0 MARTHA D BERNSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICK J BOLAND BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID BURGOS BOARD MEMBER 1.00 0.00 X 0 0 0 BETH DUPONT BOARD MEMBER 1.00 0.00 X 0 0 0 ANNE J FITZGERALD BOARD MEMBER 1.00 0.00 X 0 0 0 MATTHEW J KARPAS BOARD MEMBER 1.00 0.00 X 0 0 0 CHARLES E RORABACK BOARD MEMBER 1.00 0.00 X 0 0 0 ALLAN WALKER BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL REZENDE PRESIDENT/CEO 2.00 40.00 X 0 208490 26160 PATRICIA SHISHKOV TREASURER 2.00 40.00 X 0 133942 23826 0 342432 49986 0 0 1 0 0 0 0 0 0 0 0 0 0 599 599 599 599 0 0 X 599 599 599 599 599 599 0 0 X 0 1 X 1 0 X X 1 CONNECTICUT JUNIOR REPUBLIC ASSOCIATION INCORPORATION 060646590 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 0 0 0 0 0 0 0 0 0 0 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURN OF ORGANIZATIONS EXEMPT FROM TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED. 0 0 0 0 0 0 0 0 0 DANIEL REZENDE PRESIDENT/CEO 0 208490 0 0 0 0 0 6757 0 19403 0 234650 0 0 PATRICIA SHISHKOV TREASURER 0 133942 0 0 0 0 0 4423 0 19403 0 157768 0 0 PART I, LINE 3 SEE 990, PART VI LINE 15A AND 15B EXPLANATIONS IN SCHEDULE O FOR RELATED ORGANIZATIONS PROCESS TO DETERMINE COMPENSATION OF PRESIDENT AND CEO, TREASURER, AND OTHER KEY EMPLOYEES. FORM 990, PART I, LINE 6 DESCRIPTION OF THE ORGANIZATION'S VOLUNTEERS AND THEIR ACTIVITIES: THE MAJORITY OF THE ORGANIZATION'S VOLUNTEERS ARE THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS THAT ATTEND QUARTERLY MEETINGS OF THE FULL BOARD AND VARIOUS MEETINGS FOR ANY COMMITTEE THAT A BOARD MEMBER SERVES ON. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATIONS BOARD OF DIRECTORS HAS ASSIGNED THE DUTY OF REVIEWING THE ANNUAL 990 TO ITS STANDING AUDIT COMMITTEE. THE ANNUAL 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM. COPIES OF THE COMPLETED RETURN ARE PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW BEFORE FILING. UPON REVIEW AND APPROVAL BY THE AUDIT COMMITTEE, COPIES OF THE 990 FORM ARE PROVIDED TO ALL BOARD OF DIRECTOR MEMBERS BEFORE THE RETURN IS FILED. THE RETURN IS THEN FILED WITH THE INTERNAL REVENUE SERVICE AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT OF DISCLOSURE ANNUALLY. THIS DISCLOSURE STATEMENT REQUIRES THE INDIVIDUAL TO ANSWER A SERIES OF QUESTIONS REGARDING TRANSACTIONS, EVENTS AND CIRCUMSTANCES WHICH COULD LEAD TO CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT ALSO REQUIRES THE INDIVIDUAL TO SIGN THAT THEY HAVE READ AND UNDERSTAND THE ORGANIZATIONS CONFLICT OF INTEREST POLICY AND THAT THEIR RESPONSES TO THE QUESTIONS ARE COMPLETE AND ACCURATE. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST WITH RESPECT TO A MATTER, THE ORGANIZATION ENFORCES THE POLICY BY MAKING SURE THAT THE PERSON WITH THE CONFLICT DOES NOT PARTICIPATE IN THE DECISION-MAKING PROCESS. CONTEMPORANEOUS DOCUMENTION IS MAINTAINED OF HOW ALL CONFLICT MATTERS ARE RESOLVED. THE ORGANIZATION MAINTAINS RECORDS OF INDIVIDUAL BUSINESS TRANSACTIONS AND RELATIONSHIPS REPORTED ON THE DISCLOSURE STATEMENTS. THESE TRANSACTIONS AND OTHER CONFLICT MATTTERS ARE COMPILED AND INCLUDED IN THE ANNUAL 990 FILING AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL EXECUTIVE COMPENSATION COMMITTEE PROCESS AND PROCEDURES: THE EXECUTIVE COMPENSATION COMMITTEE ALLOWS THE ORGANIZATION TO TAKE A SYSTEMATIC APPROACH TO MANAGING ITS EXECUTIVE COMPENSATION PLAN. THE COMMITTEE GIVES LEADERSHIP AND GOVERNANCE TO THE PRESIDENT AND CEO'S ANNUAL COMPENSATION AND REPORTS TO THE BOARD ANNUALLY. IN KEPPING WITH THE OVERSIGHT AND FIDUCIARY RESPONSIBILITIES OF THE BOARD, THE EXECUTIVE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMPENSATION COMMITTEE IS GIVEN THE AUTHORITY AND HAS BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO DETERMINE THE TOTAL COMPENSATION PACKAGE OF ITS PRESIDENT AND CEO. ALSO, THIS COMMITTEE COMPLETES THE PRESIDENT AND CEO'S PERFORMANCE REVIEW. THE COMMITTEE IS COMPRISED OF OFFICERS OF THE BOARD AND OTHER BOARD MEMBERS. ALL MEMBERS OF THE COMMITTEE SERVE FOR A MINIMUM OF ONE FULL YEAR. THIS IS AN INDEPENDENT BODY OF VOLUNTEERS WITH KNOWLEDGE OF THE PRESIDENT AND CEO'S CONTRIBUTIONS TO THE ORGANIZATION, WHO HAVE NO FAMILY RELATIONSHIP, PROFESSIONAL ASSOCIATIONS OR BUSINESS RELATIONSHIP WITH THE PERSONS UNDER REVIEW. THEY ARE ACTIVE VOLUNTEERS WHO HOLD OR MAY HAVE HELD LEADERSHIP POSITIONS WITH THE ORGANIZATION. THE ROLE OF THE EXECUTIVE COMPENSATION COMMITTEE IS TO PROVIDE THE NECESSARY DIRECTION TO AND OVERSIGHT OF THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AND TO DEVELOP THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF THE PRESIDENT AND CEO. PERFORMANCE MEASUREMENT AND COMPARATIVE COMPENSATION DATA: THE PRESIDENT AND CEO PROVIDEES THE EXECUTIVE COMPENSATION COMMITTEE WITH AN ANNUAL REPORT CONSISTING OF PRIORITIES/OUTCOMES FROM THE PREVIOUS YEAR AS WELL AS PRIORITIES FOR THE UPCOMING YEAR. COMPENSATION DATA FROM AN INDEPENDENT SOURCE IS REVIEWED AND THE COMPENSATION OF PRESIDENT AND CEO IS CONSIDERED IN RELATION TO OTHER ORGANIZATIONS BASED ON THE COMMITTEES KNOWLEDGE OF THOSE COMPENSATION AMOUNTS. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS: COMPENSATION FOR THE TREASURER AND OTHER KEY TOP MANAGEMENT POSITIONS IS DETERMINED BY THE PRESIDENT AND CEO. THE PRESIDENT AND CEO HAS SPECIFIC KNOWLEDGE OF THE JOB REQUIREMENTS FOR THESE POSITIONS AND THE REQUIRED PERFORMANCE IN MEETING THE METRICS OF THE POSITION. THE PRESIDENT AND CEO INCORPORATES COMPARABLE INFORMATION PROVIDED BY OUTSIDE SOURCES DURING THE PERFORMANCE EVALUATION PROCESS TO DETERMINE THE APPROPRIATE COMPENSATION FOR THESE INDIVIDUALS. THE COMPENSATION FOR THESE POSITIONS IS INCLUDED IN THE ORGANIZATION'S ANNUAL BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL AUDITED FINANCIAL STATEMENTS AND ANNUAL 990 FILING ARE AVAILABLE FOR INSPECTION BY MEMBERS OF THE PUBLIC AT THE ORGANIZATIONS PLACE OF BUSINESS DURING NORMAL BUSINESS HOURS. APPOINTMENTS FOR REVIEW OF THESE DOCUEMTNS MUST BE MADE WITH THE TREASURER OF THE ORGANIZATION IN ADVANCE. BUEL REAL ESTATE INC 550 GOSHEN ROAD LITCHFIELD CT 06759 061265384 REAL ESTATE CT 501(C)(2) MARY BUEL MEMORIAL INC 0 CJR FUND INC 550 GOSHEN ROAD LITCHFIELD CT 06759 061265380 INVESTMENT CT 501(C)(3) LINE 7 MARY BUEL MEMORIAL INC 0 CT JUNIOR REPUBLIC ASSOCIATION INC 550 GOSHEN ROAD LITCHFIELD CT 06759 060646590 OPERATING CT 501(C)(3) LINE 7 MARY BUEL MEMORIAL INC 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONNECTICUT JUNIOR REPUBLIC ASSOCIATION INC D CREDIT LINE BAL 6-30-23