2024-04-30T12:24:45-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2022-07-01 061265380 CJR FUND INC CJRF 8605679423 PO BOX 161 LITCHFIELD CT 06759 BRIAN MCNAMARA CHAIR 8605679423 2024-04-30 1 BRIAN MCNAMARA 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 1970310 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 2 0 0 0 831582 1918513 0 0 5770 13975 0 5 837352 1932493 9870 11192 0 0 239288 248738 0 0 224444 793305 660710 1042463 920640 -205111 1011853 24252140 26683208 961904 886562 23290236 25796646 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 432895 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. 11192 11192 ALUMNI SCHOLARSHIPS - SCHOLARSHIPS ARE GRANTED TO A LIMITED NUMBER OF ALUMNI WHO QUALIFY TO FURTHER THEIR EDUCATION. N/A 444087 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X PATRICIA SHISHKOV 8605679423 550 GOSHEN ROAD LITCHFIELD CT 06759 MATTHEW KARPAS CHAIR 2.00 X X 0 0 0 ANNE J FITZGERALD VICE CHAIR 2.00 X X 0 0 0 MARTHA D BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 DAVID BURGOS BOARD MEMBER 1.00 X 0 0 0 CHARLES R EBERSOL JR BOARD MEMBER 1.00 X 0 0 0 KATE HONAN BOARD MEMBER 1.00 X 0 0 0 BRIAN MCNAMARA BOARD MEMBER 1.00 X 0 0 0 F ROBERT PETRICONE BOARD MEMBER 1.00 X 0 0 0 JAMES R ROBERTSON JR BOARD MEMBER 1.00 X 0 0 0 KEVIN TAYLOR BOARD MEMBER 1.00 X 0 0 0 JESSICA O TRAVELSTEAD BOARD MEMBER 1.00 X 0 0 0 DANIEL REZENDE PRESIDENT/ CEO 1.00 40.00 X 0 208490 26160 PATRICIA SHISHKOV TREASURER 1.00 40.00 X 0 133942 23826 HEDY BARTON DEVELOPMENT DIRECTOR 40.00 X 133780 0 18360 133780 342432 68346 1 0 1 0 0 117138 1801375 1918513 13975 13975 37817 117138 37817 0 OTHER REVENUE 900099 5 5 5 1932493 0 0 13980 11192 11192 199028 99514 99514 49710 24855 24855 70510 70510 31377 24289 7088 1459 1152 307 432895 432895 WEBSITE DEVELOPMENT 72940 72940 PRINTING AND PROMOTION 22649 14181 8468 SPECIAL EVENTS 13743 5607 8136 ANNUITY DISCOUNT EXPENS 7172 7172 7965 2399 5566 920640 444087 252109 224444 2283501 3160248 1875 76020 25850 12500 9359 7074 135186 131100 21796369 23296266 24252140 26683208 45156 20413 128500 374813 788248 491336 961904 886562 X 22558392 24852142 731844 944504 23290236 25796646 24252140 26683208 1011853 1494557 0 X 0 1 X 1 0 X 739031 852191 1159845 831582 1918513 5501162 739031 852191 1159845 831582 1918513 5501162 5501162 7558 33940 7824 5926 13975 69223 5570385 0.98760 0.98820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 28500 0 0 28500 0 SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF LOBBYING ACTIVITIES CJR FUND, INC. JULY 1, 2022 - JUNE 30, 2023 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 23296266 F 23296266 DUE TO CJR ASSOCIATION INC. 485481 ANNUITY PAYABLE 5855 491336 X 3464867 1494557 37817 1532374 1932493 0 1932493 958457 37817 37817 920640 0 920640 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, 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT EXPENSES REDUCE REVENUE ON RETURN 37,817. PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT EXPENSES REDUCE REVENUE ON RETURN 37,817. GOLF TOURNAMENT 99473 61656 37817 37817 CARS FOR KIDS 55482 55482 154955 117138 37817 37817 37817 0 0 ALUMNI SCHOLARSHIP 4 11192 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 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 HEDY BARTON DEVELOPMENT DIRECTOR 133780 0 0 0 0 0 4046 0 14314 0 152140 0 0 0 PART I, LINE 3 - RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION SEE 990, PART VI LINE 15A AND 15B EXPLANATION'S IN SCHEDULE O FOR RELATED ORGANIZATIONS PROCESS TO DETERMINE COMPENSATION OF PRESIDENT AND CEO, TREASURER AND OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATIONS 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 B, LINE 11B THE ORGANIZATIONS 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 B, LINE 15 FORM 990, PART VI, LINE 15A - 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. 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 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS 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. APPOINTMENT FOR REVIEW OF THESE DOCUMENTS MUST BE MADE WITH THE ORGANIZATONS TREASURER IN ADVANCE. CONNECTICUT JUNIOR REPUBLIC ASSOC 550 GOSHEN ROAD LITCHFIELD CT 06759 OPERATING CT 501(C)(3) LINE 7 MARY BUEL 0 BUEL REAL ESTATE INC 550 GOSHEN ROAD LITCHFIELD CT 06759 REALESTATE CT 501(C)(2) MARY BUEL 0 MARY BUEL MEMORIAL INC 550 GOSHEN ROAD LITCHFIELD CT 06759 SUPPORTING CT 501(C)(3) LINE 12B, II N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CONNECTICUT JUNIOR REPUBLIC ASSOC B 432895 GRANT PAID OR ACCRUED CONNECTICUT JUNIOR REPUBLIC ASSOC E 485481 YEAR END LOAN BALANCE CONNECTICUT JUNIOR REPUBLIC ASSOC P 248738 REIMB. PAID OR ACCRUED CONNECTICUT JUNIOR REPUBLIC ASSOC D CREDIT LINE BAL. 6-30-23