2025-04-09T23:24:07-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2023-07-01 061265380 CJR FUND INC CJRF 8605679423 PO BOX 161 LITCHFIELD CT 06759 BRIAN MCNAMARA CHAIR 8605679423 2025-03-27 1 0 MARY KAY CURTISS P01551484 8605614000 2025-03-27 2023 2025-03-06 01:10:19Z DANIEL REZENDE PO BOX 161 LITCHFIELD CT 06759 2388462 0 X CTJUNIORREPUBLIC.ORG X 1989 CT THE PURPOSE OF THE ORGANIZATION IS TO ASSIST MARY BUEL MEMORIAL, INCORPORATED AND THE CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED BY A) SOLICITING AND RECEIVING CONTRIBUTIONS, GRANTS, BEQUESTS, AND DEVISES, FOR THE CHARITABLE PURPOSES OF THOSE ORGANIZATIONS B) ACCEPTING, HOLDING, INVESTING, REINVESTING, AND ADMINISTERING ANY SUCH FUNDS C) MAKING DISTRIBUTIONS TO THOSE ORGANIZATIONS FOR ANY PROPER PURPOSE. 11 11 0 15 0 0 1918513 2282333 0 0 13975 70189 5 -11905 1932493 2340617 11192 658840 0 0 248738 257906 0 0 193216 660710 279406 920640 1196152 1011853 1144465 26683208 29435029 886562 383378 25796646 29051651 X SEE SCHEDULE OTHE PURPOSE OF THE ORGANIZATION IS TO ASSIST MARY BUEL MEMORIAL, INCORPORATED AND THE CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED BY A) SOLICITING AND RECEIVING CONTRIBUTIONS, GRANTS, BEQUESTS, AND DEVISES, FOR THE CHARITABLE PURPOSES OF THOSE ORGANIZATIONS B) ACCEPTING, HOLDING, INVESTING, REINVESTING, AND ADMINISTERING ANY SUCH FUNDS C) MAKING DISTRIBUTIONS TO THOSE ORGANIZATIONS FOR ANY PROPER PURPOSE. 0 0 643840 643840 0 GRANT TO CJR ASSOCIATION, INCORPORATED - A GRANT IS MADE ANNUALLY TO THIS RELATED 501(C) 3 ORGANIZATION AT THE DISCRETION OF THE BOARD OF DIRECTORS. 15000 15000 0 ALUMNI SCHOLARSHIPS - SCHOLARSHIPS ARE GRANTED TO A LIMITED NUMBER OF ALUMNI WHO QUALIFY TO FURTHER THEIR EDUCATION. 658840 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CT X X PATRICIA SHISHKOV 8605679423 550 GOSHEN RD LITCHFIELD CT 06759 BRIAN MCNAMARA CHAIR (AS OF 9/23) 2.00 2.00 X X 0 0 0 MATTTHEW KARPAS CHAIR (UNTIL 9/23) 2.00 2.00 X X 0 0 0 ANNE J FITZGERALD VICE CHAIR 2.00 3.00 X X 0 0 0 MARTHA D BERNSTEIN BOARD MEMBER 1.00 3.00 X 0 0 0 PATRICK J BOLAND BOARD MEMBER 1.00 3.00 X 0 0 0 CAROL G BRAMLEY BOARD MEMBER 1.00 3.00 X 0 0 0 DAVID BURGOS BOARD MEMBER 1.00 4.00 X 0 0 0 KATE HONAN BOARD MEMBER 1.00 1.00 X 0 0 0 MARIA LOITZ BOARD MEMBER 1.00 2.00 X 0 0 0 GREGORY S ONEGLIA BOARD MEMBER 1.00 2.00 X 0 0 0 JAMES R ROBERTSON JR BOARD MEMBER 1.00 5.00 X 0 0 0 KEVIN TAYLOR BOARD MEMBER 1.00 3.00 X 0 0 0 CHARLES R EBERSOL JR BOARD MEMBER (UNTIL 9/23) 1.00 1.00 X 0 0 0 F ROBERT PETRICONE BOARD MEMBER (UNTIL 9/23) 1.00 1.00 X 0 0 0 JESSICA O TRAVELSTEAD BOARD MEMBER (UNTIL 9/23) 1.00 0.00 X 0 0 0 DANIEL REZENDE PRESIDENT/ CEO 1.00 44.00 X 0 219766 34186 PATRICIA SHISHKOV TREASURER 1.00 44.00 X 0 136551 35262 HEDY BARTON DEVELOPMENT DIRECTOR 40.00 0.00 X 139200 0 19316 139200 356317 88764 1 0 1 0 0 225070 2057263 15604 2282333 70189 70189 35940 225070 47845 -11905 -11905 2340617 0 0 58284 X 643840 643840 15000 15000 205916 102958 102958 36238 18119 18119 15752 7876 7876 11025 11025 30000 30000 133211 129228 3983 72022 25708 46314 12470 12470 4806 4546 260 SPECIAL EVENTS & ACTIVI 9774 1760 8014 ANNUITY DISCOUNT EXPENS 3514 3514 SERVICE FEE 1662 1662 VEHICLE EXPENSE 493 493 429 406 23 1196152 658840 344096 193216 2402613 3085536 757635 783416 76020 425 12500 19419 7074 7421 131100 132316 23296266 25406496 26683208 29435029 20413 25749 374813 179658 491336 177971 886562 383378 X 24852142 27966034 944504 1085617 25796646 29051651 26683208 29435029 1144465 2110540 0 X 0 1 X 1 0 X 852191 1159845 831582 1918513 2282333 7044464 852191 1159845 831582 1918513 2282333 7044464 1825833 5218631 33940 7824 5926 13975 70189 131854 37822 35940 73762 7250080 0.71980 0.83410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 30000 0 0 30000 0 SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF LOBBYING ACTIVITIES CJR FUND, INC. JULY 1, 2023 - JUNE 30, 2024 DURING FY 2022 - 23, THE CJR FUND, INC., ENGAGED IN THE FOLLOWING ACTIVIES TO EDUCATE LEGISLATORS AND ELECTED OFFICALS ABOUT ITS PROGRAMS AND SERVICES TO HELP AT-RISK AND TROUBLED YOUNG PEOPLE AND THEIR FAMILIES: - RETAINED THE SERVICES OF SULLIVAN AND LESHANE, INC., A LOBBYING FIRM. - SENT PUBLICATIONS (NEWSLETTER AND ANNUAL REPORTS) TO GOVERNMENT OFFICIALS, LEGISLATORS, AND OTHER KEY CONSTIENTS, INCLUDING DONORS, REFERRING AGENCIES, ECT. - INVITED GOVERNMENT OFFICIALS AND LEGISLATORS TO AGENCY EVENTS BASED ON THEIR POSITION OR RELATIONSHIP WITH JUNIOR REPUBLIC. - PRESIDENT/ CEO, WHO IS REGISTERED AS A LOBBYIST, SPOKE WITH ELECTED OFFICIALS REGARDING SPECIFIC PROGRAMS AND ISSUES RELATING TO REFERRALS AND FUNDING. 0 TCG BALANCED FUND LP 25406496 F 25406496 DUE TO CJR ASSOCIATION INC. 177971 177971 X 4499002 2110540 47845 2158385 2340617 0 2340617 1243997 47845 47845 1196152 0 1196152 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 47,845. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 47,845. GOLF TOURNAMENT 107825 71885 35940 35940 WATERBURY SCHOLARSHIP DINNER 91785 91785 11905 1 61400 61400 261010 225070 35940 47845 47845 -11905 1 CONNECTICUT JUNIOR REPUBLIC ASSOCIATION INC PO BOX 161 LITCHFIELD CT 06759 060646590 501(C)(3) 643840 0 ORGANIZATIONAL SUPPORT 1 0 ALUMNI SCHOLARSHIPS 5 15000 PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS PRIOR TO RELEASING OF ALUMNI SCHOLARSHIP FUNDS TO INDIVIDUALS, STUDENTS THAT ARE AWARDED SCHOLARSHIPS MUST PROVIDE EVIDENCE OF ENROLLMENT IN CLASS TO THE AGENCY BUSINESS OFFICE. WITH THIS INFORMATION, THE AGENCY BUSINESS OFFICE PROCESSES SCHOLARSHIP PAYMENTS DIRECTLY PAYABLE TO THE EDUCATIONAL INSTITUTION THAT THE SCHOLARSHIP AWARDEE ENROLLED IN TO OFFSET APPROPRATE TUITION COSTS. 0 0 0 0 0 0 0 0 0 DANIEL REZENDE PRESIDENT/ CEO 0 219766 0 0 0 0 0 6743 0 27443 0 253952 0 0 PATRICIA SHISHKOV TREASURER 0 136551 0 0 0 0 0 4373 0 30889 0 171813 0 0 HEDY BARTON DEVELOPMENT DIRECTOR 139200 0 0 0 0 0 3520 0 15796 0 158516 0 0 0 PART I, LINE 3 COMPENSATION PROCESS FOR TOP OFFICIALS: 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 CEOS ANNUAL COMPENSATION AND REPORTS TO THE BOARD ANNUALLY. IN KEEPING WITH THE OVERSIGHTING AND FIDUCIARY RESPONSIBILTIES 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 CEOS 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 ORGANZATION'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 PROVIDES 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 INDEPENDANT SOURCE IS REVIEWED AND THE COMPENSATION OF PRESIDENT AND CEO IS CONSIDERED IN RELATION TO ORGANIZATIONS BASED ON THE COMMITTEES KNOWLEDGE OF THOSE COMPENSATION AMOUNTS. 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 EVALUTION PROCESS TO DETERMINE THE APPROPRIATE COMPENSATION FOR THESE INDIVIDUALS. THE COMPENSATION FOR THESE POSITIONS IS INCLUDED IN THE ORGANIZATIONS ANNUAL BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS EACH YEAR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS MARY BUEL MEMORIAL, INCORPORATED AS DESCRIBED IN SCHEDULE R. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE ORGANIZATION ARE ELECTED BY ITS SOLE MEMBER ANNUALLY. THE SOLE MEMBER ALSO HAS THE RIGHT AND POWER TO APPROVE THE ORGANIZATIONS ANNUAL BUDGET FOR FUNDRAISING PROGRAMS, REVIEW AND APPROVE INVESTMENT POLICIES AND THE APPOINTMENT OF INVESTMENT MANAGERS, TO REMOVE MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME, VOTE ON ALL MATTERS IN ACCORDANCE WITH THE CONNECTICUT NONSTOCK CORPORATION ACT AND ACT ON ANY MATTERS AS PERMITTED BY THE ORGANIZATIONS BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS HAS ASSIGNED THE DUTY OF REVIEWING THE ANNUAL 990 TO ITS STANDING AUDIT COMMITEE. THE ANNUAL 990 IS PREPARED BY THE ORGANIZATIONS ACCOUNTING FIRM WORKING CLOSELY WITH THE TREAUSER AND PRESIDENT AND CEO. COPIES OF THE COMPLETED RETURN ARE PROVIDED TO THE AUDIT COMITTEE 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 ALL BOARD OF DIRECTOR MEMBERS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT 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. THE COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED BY THE PRESIDENT AND CEO AND THE TREASURER OF THE ORGANIZATION. THE PRESIDENT AND CEO AND THE TREASURER CONTACT ANY INDIVIDUAL IF THERE ARE QUESTIONS OR ANSWERS TO QUESTIONS ON THE DISCLOSURE STATEMENT THAT NEED CLARIFICATION OR FURTHER RESEARCH. 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 DOCUMENTATION IS MAINTAINED OF HOW ALL CONFLICT MATTERS ARE RESOLVED. THE TREASURER MAINTAINS RECORDS OF INDIDIVUAL BUSINESS TRANSACTIONS AND RELATIONSHIPS REPORTED ON THE DISCLOSURE STATEMENTS AS WELL AS KNOWN TRANSACTIONS FROM ACCOUNTS PAYABLE AND GENERAL LEDGER RECORDS. THESE TRANSACTIONS AND OTHER CONFLICTS MATTERS ARE COMPLIED AND PROVIDED TO THE ORGANIZATIONS ACCOUNTING FIRM FOR INCLUSION IN THE ANNUAL 990 RETURN AS NECESSARY. 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 DOCUMENTS MUST BE MADE WITH THE TREASURER OF THE ORGANIZATION IN ADVANCE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,343. FUNDRAISING EXPENSES 1,366. TOTAL EXPENSES 18,709. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 111,885. FUNDRAISING EXPENSES 2,617. TOTAL EXPENSES 114,502. CONNECTICUT JUNIOR REPUBLIC ASSOC 550 GOSHEN ROAD LITCHFIELD CT 06759 OPERATING CT 501(C)(3) LINE 7 MARY BUEL MEMORIAL INC 0 BUEL REAL ESTATE INC 550 GOSHEN ROAD LITCHFIELD CT 06759 REALESTATE CT 501(C)(2) MARY BUEL MEMORIAL INC 0 MARY BUEL MEMORIAL INC 550 GOSHEN ROAD LITCHFIELD CT 06759 SUPPORTING CT 501(C)(3) LINE 12B, II N/A 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0